When you are trying to catalog something but cannot find the right record in the MSC, you need to import the record from OCLC using the SmartPort wizard in WorkFlows. This webinar will cover SmartPort settings, searching in SmartPort, importing a record, and handling the most common error messages.

After discussing SmartPort we will review how to transfer records in WorkFlows, for those times when you accidentally attach to the wrong record and are not sure what to do.

Estimated Course Length: 1 hour

Continuing Education Credits: 1 credit - Collection Management and Technical Services

  • The continuing education certificate is embedded in the last section of the course. It will unlock when you have finished the course evaluation.
  • Please download and save/print the certificate when you complete the course.
  • A badge will automatically be awarded and added to your MSL Learn profile.

Navigation

Use the Course Index on the left to move to the next section. You can collapse or expand the course index.

Course index icon on left of screen, collapsed.

Screenshot of expanded course index.

Pacing

This is a self-paced course. Our advice is to pace yourself! 

A good strategy is to do one section at a time and take a break after each quiz or reflection activity.

Activities

Each course may contain a variety of activities. 

You can "print" book activities to use as a reference for a quiz or print for your reference.

Screenshot instructions for how to print a book activity in the course.

Last modified: Thursday, 30 April 2026, 2:55 PM