WorldShare Interlibrary Loan self-paced training
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| Title and description | Length | |
|---|---|---|
| Introduction to OCLC Interlibrary Loan This course is designed for libraries that are new, first-time subscribers to WorldShare ILL, and for staff from libraries with established subscriptions but who are new to the service themselves. This course can also serve as a refresher or review for library staff who may have never had training and want more information about ILL on OCLC. During this course you will learn the basic concepts for WorldShare ILL such as create staff account and login to the service, define ILL policies, configure ILL options to speed up request processing, and search for items to submit and process ILL requests. |
1:31:00 | View recorded session (October 2024)
Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. Transcript (October2024)Presentation slides (October 2024) Learner guide Access the course quiz After completing the course and course quiz, please take a few moments to complete this brief survey. Your input will help shape our future training materials. |
| Create constant data for ILL This video shows how to create, edit and maintain constant data records in OCLC Service Configuration for accuracy and efficiency in ILL borrowing and lending. |
8:37 | |
| Custom holdings for interlibrary loan Learn how to create and edit custom holdings groups and custom holdings paths then apply them to your interlibrary loan requests. Custom holdings are the group(s) of your preferred lending libraries that you can apply to your ILL requests for the system to automatically add then to the lender string on your ILL requests, thus saving you time when processing those requests. |
13:14 | |
| OCLC IFM - Interlibrary Loan Fee Management This video provides an overview of IFM and how borrowing and lending libraries can configure IFM as payment method. |
7:37 | |
| Establish ILL Policies in OCLC Policies Directory Libraries using OCLC interlibrary loan services will learn how to set up and/or edit policies in OCLC Policies Directory. |
22:47 | |
| OCLC Article Exchange This video provides an overview on what Article Exchange is and demonstrates use of Article Exchange in filling copy requests as a Lender and receiving those copies as a Borrower and emailing the AE details to the patron. |
6:41 | |
| Curate and Care for your Constant Data: A workshop This workshop focuses on creating data records that can be saved and applied to both borrowing and lending requests. |
53:00 | View recorded workshop
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center. |
| Construct your Custom Holdings: A workshop This workshop discusses how to choose lenders to include in custom holdings and explains the auto-creation of lender strings and how lender strings are randomized. |
55:00 | View recorded workshop
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center. |
| Automated Request Manager In this self-paced course, you will learn the benefits of using automations, and what information you should review and update before creating automations. The course includes video demonstrations of creating borrowing and lending automations, and you will have opportunities to check your knowledge. |
N/A | Access self-paced course |
| Automate your Request Process: A workshop This workshop discusses the Automated Request Manager in the OCLC Service Configuration to automate processing of new borrowing requests. |
64:00 | View recorded workshop
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center. |
| Make your Usage Statistics Count: A workshop This workshop discusses using OCLC ILL Usage Statistics to show the value of your ILL services, streamline workflows, and update policies. |
60:00 | View recorded workshop
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center. |
| Workflow integration: ILL and Circulation This 43-minute course is for Managers of Circulation and ILL for institutions using the integration functionality between the Circulation and ILL and staff responsible for day-to-day processing. This course reviews and demonstrates the normal workflow between Discovery/ILL/Circulation when all integration configuration is complete. Common exceptions in the workflow, errors, and workarounds are included. Configuration steps and decisions required to integrate WorldShare Interlibrary Loan and WorldShare Circulation are also covered. |
42:42 |
Lending
| Title and description | Length | |
|---|---|---|
| WorldShare ILL - Lending This instructor-led training class is designed for learners familiar with the basic functionality and protocols in WorldShare ILL or learners who completed the Introduction to OCLC Interlibrary Loan training session (live or recording). During this class, you will learn about the available lender activities in the service and how member libraries process lending requests. |
1:33:00 | View a recorded session (December 2024)
Note: This recording contains chapters. Click a chapter name to navigate to a specific topic in the recording. Chapter names are only available when viewing the recording from your computer. Transcript (December 2024) |
| OCLC Article Exchange
This video provides an overview on what Article Exchange is and demonstrates use of Article Exchange in filling copy requests as a Lender and receiving those copies as a Borrower and emailing the AE details to the patron. |
6:41 | |
| Responding to an ILL loan request
This video shows how to respond to a loan request as a Lender - including responding yes, no, conditional, and responding to renewal requests. |
6:12 | |
| Responding to an ILL copy request This video shows how to respond to a copy request (respond yes, no, or conditional)as a Lender. Includes applying constant data and using OCLC Article Exchange. |
3:47 | |
| Lender Off-System ILL requests This video covers how lending libraries can add ILL requests initiated outside of OCLC WorldShare ILL into the system to manage all ILL requests in one place and be part of the supported OCLC ILL usage reports. |
9:51 |
Deflections
| Title and description | Length | |
|---|---|---|
| Basics of deflections This video provides an overview on the types of ILL deflections and how you can set up deflections for items your library does not loan through ILL, including supplier status. |
10:54 | |
| Deflecting knowledge base collections This video reviews the steps necessary to deflect requests based on E-Licensing terms which restrict ILL. |
5:39 | |
| Deflecting all electronic items This video shows how to create deflection policies for all electronic items, reviews the impact it has on requests, and shows where to review statistics on requests deflected. |
5:45 | |
| Fine-tune your Policies and Deflections: A workshop This workshop focuses on setting and communicating your ILL policies, using automatic deflections to your advantage, and assessing the effectiveness of your deflection settings. |
42:00 | View recorded workshop
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center. |
Borrowing
| Title and description | Length | |
|---|---|---|
| WorldShare ILL - Borrowing This instructor-led training class is designed for learners familiar with the basic functionality and protocols in WorldShare ILL or learners who completed the Introduction to OCLC Interlibrary Loan training session (live or recording). During this course you will learn in detail about the borrower activities available in the service and how member libraries can manage and solve issues with borrowing requests initiated either by library staff or library patrons. |
1:26:00 | View a recorded session (Nov 2024)
Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. TranscriptPresentation slides (Nov 2024) Learner guide Access the course quiz After completing the course and course quiz, please take a few moments to complete this brief survey. Your input will help shape our future training materials. |
| Borrower: Create ILL loan requests In this video Borrowing libraries will learn how to search for items to create and send an interlibrary loan request in the OCLC Interlibrary Loan system. |
12:56 | |
| Borrower: Create ILL copy requests In this video Borrowing libraries will learn how to search for items to create and send an interlibrary copy request in the OCLC Interlibrary Loan system. |
12:51 | |
| Process ILL requests as a Borrower This video covers the steps a staff member at a borrowing library takes after an ILL request is placed in the system and needs to be processed and updated. |
10:17 | |
| New For Review ILL requests New For Review is a category in OCLC Interlibrary Loan service for requests routed by the system or saved by review by staff at the library to be approved and processed at a later time. This video covers how ILL requests arrive at the New For Review category and how a staff member at the library can process the request. |
9:44 | |
| Print book straps and return labels This video shows how to print book straps or stickers and return labels (5:35 in video) when you're the borrowing library. |
10:20 | |
| Configure patron-initiated request for WorldCat Discovery Learn how to configure patron-initiated ILL request for WorldCat® Discovery to allow your patrons to search and identify items, then initiate requests. |
12:08 | |
| Requests: Expired, overdue, or unfilled This video covers how to proceed with requests with the status of expired, overdue, or unfilled in WorldShare ILL |
7:12 | |
| Borrower Off-System ILL requests This video covers how borrowing libraries can add ILL requests initiated outside of OCLC WorldShare ILL into the system to manage all ILL requests in one place and be part of the supported OCLC ILL usage reports. |
7:42 |
Printing