Resource Sharing for Groups learning path
Quick start
Watch the following instructor-led training sessions for a quick start with comprehensive training on Resource Sharing for Groups.
| Title | Description |
|---|---|
| OCLC Resource Sharing for Groups | This six-minute video provides an overview of OCLC Resource Sharing for Groups functionalities using WorldShare ILL. |
| Introduction to OCLC Interlibrary Loan | This 90-minute course provides an overview of the WorldShare Interlibrary Loan service for new member libraries and/or new ILL staff to learn the basics, from setting up policies to placing or answering to ILL requests. After completing the course, test your knowledge of the basics of WorldShare ILL by answering a few questions on this online quiz. 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. |
| WorldShare ILL - Borrowing | This 90-minute 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). This class concentrates on borrower activities and outlines how member libraries process borrowing requests. After completing the course, test your knowledge on the borrowing workflows of WorldShare ILL by answering a few questions on this online quiz. 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. |
| WorldShare ILL - Lending | This 90-minute class is designed for learners familiar with the basic functionality of WorldShare ILL or learners who completed the Introduction to OCLC Interlibrary Loan training session (live or recording). This class concentrates on lender activities and outlines how member libraries process lending requests. After completing the course, test your knowledge of WorldShare ILL lending workflows by answering a few questions on this online quiz. 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. |
More focused training is available in the categories below.
OCLC Policies Directory
| Title | Description |
|---|---|
| Establish ILL Policies in OCLC Policies Directory | In this 22-minute video, you will learn how to set up and/or edit policies in OCLC Policies Directory. |
| Basics of deflections | This eleven-minute video is an overview of the types of ILL deflections and how you can set up deflections for items your library does not loan through ILL, including supplier status. |
OCLC Service Configuration
| Title | Description |
|---|---|
| Creating constant data for ILL | In this ten-minute video, you will learn how to create, edit, and maintain constant data records in OCLC Service Configuration for accuracy and efficiency in ILL borrowing and lending. |
| Custom holdings for interlibrary loan | In this eleven-minute video, you will learn how to create and edit custom holdings groups and custom holdings paths, then apply them to your interlibrary loan requests. |
Print settings
| Title | Description |
|---|---|
| Print requests | In this eight-minute video, you will learn how to print full requests. |
| Borrower: Print book straps and return labels | In this ten-minute video, you will learn how to print book straps or stickers and return labels when you're the borrowing library. |
| Lender: Print book straps and shipping labels | In this nine-minute video, you will learn how to print book straps or stickers, and shipping labels, when you are the lending library. |
Borrowing
| Title | Description |
|---|---|
| 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. |
| 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. |
| Configuring patron-initiated request for WorldCat Discovery | In this nine-minute video, you will learn how to configure patron-initiated ILL requests for WorldCat® Discovery to allow your patrons to search and identify items and then initiate requests. |
| Requests: Expired, overdue, or unfilled | This seven-minute video covers how to proceed with requests with the status of expired, overdue, or unfilled. |
Lending
| Title | Description |
|---|---|
| OCLC Article Exchange | This six-minute video is an overview of Article Exchange. You will learn how Article Exchange is used to fulfill copy requests. |
| Responding to an ILL loan request | In this six-minute video, you will learn how to respond to a loan request as a Lender - including responding yes, no, conditional, and responding to renewal requests. |
| Responding to an ILL copy request | In this four-minute video, you will learn how to respond to a copy request (respond yes, no, or conditional) as a Lender. Includes applying constant data and using OCLC Article Exchange. |
Deflections
| Title | Description |
|---|---|
| Deflecting knowledge base collections | This six-minute video reviews the steps necessary to deflect requests based on E-Licensing terms that restrict ILL. |
| Deflecting all electronic items | In this six-minute video, you will learn how to create deflection policies for all electronic items, review the impact deflection has on requests, and learn where to review statistics on requests deflected. |
Interlibrary Loan Fee Management (IFM)
| Title | Description |
|---|---|
| OCLC IFM - Interlibrary Loan Management Fee | This seven-minute video provides an overview of IFM and how borrowing and lending libraries can configure IFM as payment method. |