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OCLC

Prepare and plan

There are a few things you can do to prepare for your use of WorldShare Interlibrary Loan.

Browser compatibility

Use the browser compatibility chart to ensure your systems are up to date and can support WorldShare Interlibrary Loan.

OCLC Policies Directory

Add or update your records in the OCLC Policies Directory. Some key areas to review include Contacts and Policies for copy, loan and deflections. For more information, see OCLC Policies Directory.

Once logged in, on the home screen under Quick Links, click OCLC Policies Directory.

Watch a video

Establishing Policies in OCLC Policies Directory- Part 1 (7:30)

In this video Borrowing and Lending libraries  will learn how to set up and/or edit their policies in OCLC Policies Directory using the Profile, Collections, Schedule, and Contacts tabs. 

 

Watch a video 

Establishing Policies in OCLC Policies Directory- Part 2- Lending Libraries only (15:39)

In this video Lending libraries  will learn how to set up and/or edit policies for deflections, loans, and copies on the Policies Tab in OCLC Policies Directory. 

 Learn more in a training course: Introduction to WorldShare ILL

OCLC Service Configuration

Administrative settings for WorldShare Interlibrary Loan are maintained in OCLC Service Configuration. On the home screen, under Quick Links, click OCLC Service Configuration to go to Service Configuration. For more information on these settings, see OCLC Service Configuration settings.

Message Board

Below the Quick Links, you will find the Message Board. This space is updated regularly by OCLC staff with information about scheduled system maintenance, training opportunities, ILL-related webinars, and other information about the ILL system.

Constant Data

Administrative settings for WorldShare Interlibrary Loan, such as constant data, are maintained in OCLC Service Configuration. Make sure to add your constant data in the WorldShare ILL module under Borrower Data and Lender Data. See Constant data, Borrower Data, and Lender Data for more information.