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Appalachian College Association
Collaborating for Appalachian Higher Education

WorldShare Management Services: FAQ

Resources for BCLA Cohort in WorldShare Management Services (WMS)

Frequently Asked Questions

Content on this page may be duplicated in relevant tabs in the WMS LibGuide.

ACA Group in the OCLC Community Center

OCLC Documentation Quick Links

BCLA LibGuides

What happened to the BCLA Core tab?

Are there guidelines for editing WorldCat bib records?

OCLC defines cataloging "etiquette" for WorldCat records in their Bibliographic Formats and Standards guide, specifically the Quality Assurance section.

WMS Record Manager users with Cataloging Full or Admin roles should follow the General Guidelines in Section 5.2.1.

Section 5.2.3 - Editing capabilities for PCC records outlines the fields non-PCC catalogers can edit on BIBCO (PCC) records (identified by MARC 042). While not enforced by Record Manager, these guidelines provide best practices for shared bibliographic data.

If you're unsure about an edit, submit a bib file maintenance request to OCLC Metadata Quality staff at bibchange@oclc.org.

How to Add and Manage Databases for OCLC Discovery in Service Configuration

Suppress LHR location in Discovery (Change Audience Level)

Non Loan Return (Circ) = Item Soft Checked Out (Reports) or Soft Issued (Circ Inventory)

WMS Circulation has a check-in mode called “Non loan return.” WMS identifies these transactions as “Items Soft Checked Out” in Reports or "item soft issued" in the Circ Item Inventories available via OCLC sFTP.

When BCLA libraries migrated from Sierra, “INTL USE” (item fixed field 93) migrated to WMS as “soft check in.”

Non loan returns in WMS allow you to check in items that were used but not checked out. Such returns can be applied to items from the reference collection, items that are on reserve, or items found in a reading room.

A soft check in indicates that the item was not checked out to a patron and did not leave the library. Soft Check in transactions use the Non Loan Return Check In mode in WMS Circulation:

Flow between WMS Circ and Reporting for Non Loan Returns.

WMS documentation for Inventory and Soft Check In.

Circulation Item Inventory Report

Set up remote database search for EBSCO

You can click here to open the OCLC Community Center and upvote an enhancement to make the remote database option workable for OpenAthens.

You can click here to open the OCLC Community Center and upvote an enhancement to make the remote database preview tray customizable.

WorldCat Index Search for Record Manager

Set classification scheme for Record Manager

Find LHRs related to bibliographic search results in Record Manager

Details about 2022-2023 migration from Sierra

Please contact us at bclasupport@acaweb.org if you would like to request a link to your Sierra MARC (bib/item) archive or the Basecamp archive, including the OCLC translation table and migration reports for your library.