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WorldShare Circulation training

Training questions? Please visit OCLC Training FAQ.


For WorldShare Circulation training in French, please see Formations en français.

Check out

Watch a video


In this five-minute video, you’ll learn how to check out materials in
WorldShare Circulation, including searching for patrons who have forgotten
their library card, and printing or emailing due date receipts.

Renew items and change due date

Watch a video

This twelve-minute video explains the difference between renewing
an item and changing the due date and demonstrates
how to do each procedure.

Overrides

Watch a video

In this four-minute video, you will learn how to process exceptions to
your library circulation policies (such as checking out a non-circulating item),
and when this requires override credentials.

Place hold

Watch a video

This six-minute video shows how to place a hold from a bibliographic record.
It also explains the difference between title level and item level holds and when
you would use each.

Fulfill holds

Watch a video

This six-minute video shows how holds are fulfilled. It also explains the holds
workflow and how to use the pull list for available items.

Check in

Watch a video

In this five-minute video, you will learn how to check in materials,
including printing or emailing a check in receipt, and processing items that
fulfill a hold or need to be routed to another branch.

Search for items

Watch a video

This seven-minute video will show you how to search for items, including temporary items, and work with your search results.

Edit items

Watch a video

This six-minute video shows how to make edits such as changing a location or a barcode for an individual item. It also includes bulk editing of items to change locations.

Item alerts

Watch a video

This three-minute video demonstrates creating and using item alerts in WorldShare Circulation. Item alerts display as a popup window when an item is checked out or checked in.

Non loan and inventory check in and item statistics

Watch a video

This seven-minute video shows how to perform non loan, or soft check in, and inventory check ins, as well as how these actions affect the item statistics.

WorldShare Reports for Circulation

Watch a video

Using the Monthly Circulation Statistics report and the Circulation Events Detail report as examples, this nine minute video shows how to access the reports, utilize user prompts and input controls to select data for the reports, and view or filter that data.

Circulation configuration overview

Access tutorial

This self-paced tutorial reviews key concepts of Circulation Configuration, including the questions the system asks when determining the circulation policy to apply (who is checking the item out, what is the material type, and where is it located), loan limits, loan policies, and the difference between a matrix and a map.

 

 

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