WorldShare Fiscal Year Fund Rollover

Scope: This procedure covers the yearly update of GOBI approval collection budgets in OCLC WorldShare prior to the start of the fiscal year.

Contact: Leeda Adkins

Unit: Metadata & Discovery Strategy

Date last reviewed: 5/27/2021

Date of next review:


WORLDSHARE FISCAL YEAR FUND ROLLOVER


Go to https://share.worldcat.org/myaccount → WorldShare Metadata Services

Choose Collection Manager →  View Recent Collections

Filter by Cataloging Partner Collections:

Ignore the accounts NDDUF and NDDFI (they do not have fund info in them).

Click on a Collection, open the MARC Records tab, and change the year extension in the Custom Text field. Click Save, and View Recent Collections to return to menu.