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WorldShare Interlibrary Loan training

OCLC offers live and recorded instructor-led training sessions on WorldShare Interlibrary Loan.

Browse a list of upcoming instructor-led training sessions from the Live classes page, or find all live and recorded training options on the course pages in this guide.

Training questions? Please visit OCLC Training FAQ.


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

For WorldShare Interlibrary Loan training in Spanish, please see Formación en español.

 

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Introduction to OCLC Interlibrary Loan

Register for live, online training
View a recorded session

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.

Access quiz

Test your knowledge on the basics of WorldShare ILL by answering
a few questions on this online quiz.

Creating constant data for ILL

Watch a video

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

Watch a video

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.

OCLC IFM - Interlibrary Loan Fee Management

Watch a video

This eight-minute video is an overview of IFM and shows how
borrowing and lending libraries can configure IFM as payment method.

Establishing Policies in OCLC Policies Directory -
Part 1

Watch a video

In this eight-minute 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.

Establishing Policies in OCLC Policies Directory -
Part 2- Lending Libraries only

Watch a video

In this 16-minute 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.

OCLC Article Exchange

Watch a video

This six-minute video is an overview of Article Exchange. You will
learn how Article Exchange is used to fulfill copy requests.

Curate and Care for your Constant Data:
A workshop

View a recorded session. Requires access to the OCLC
Community Center. See Sign in to the OCLC Community
Center
 for more information.

This 53-minute workshop focuses on creating data records that
can be saved and applied to both borrowing and lending requests.

Construct your Custom Holdings:
A workshop

View a recorded session.  Requires access to the OCLC
Community Center. See Sign in to the OCLC Community
Center
 for more information.

This 55-minute workshop discusses how to choose lendors to
include in custom holdings and explains the auto-creation of lender
strings and how lender strings are randomized.

Automate your Request Process:
A workshop

View a recorded session. Requires access to the OCLC
Community Center. See Sign in to the OCLC Community
Center
 for more information.

This 64-minute workshop discusses the Automated Request
Manager in the OCLC Service COnfiguration to automate
processing of new borrowing requests.

Make your Usage Statistics Count: A
workshop

View a recorded session. Requires access to the OCLC
Community Center. See Sign in to the OCLC Community
Center
 for more information.

This 60-minute workshop discusses using OCLC ILL
Usage Statistics to show the value of your ILL services,
streamline workflows, and update policies.

Lending

WorldShare ILL - Lending

Register for live, online training
View a recorded session

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.

Access quiz

Test your knowledge on WorldShare ILL lending workflows by
answering a few questions on this online quiz.

OCLC Article Exchange

Watch a video

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

Watch a video

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

Watch a video

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

Basics of deflections

Watch a video

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.

Deflecting knowledge base collections

Watch a video

This six-minute video reviews the steps necessary to deflect
requests based on E-Licensing terms which restrict ILL.

Deflecting all electronic items

Watch a video

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.

Fine-tune your Policies and Deflections:
A workshop

View a recorded session. Requires access to the OCLC Community
Center. See Sign in to the OCLC Community Center 
for more information.

This 42-minute workshop focuses on setting and communicating
your ILL policies, using automatic deflections to your advantage,
and assessing the effectiveness of your deflection settings.

Borrowing

WorldShare ILL - Borrowing

Register for live, online training
View a recorded session

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.

Access quiz

Test your knowledge on the borrowing workflows of WorldShare ILL by answering a few questions on this online quiz. 

Processing requests

Watch a video

This five-minute video covers how a borrowing library can receive, renew, and return items (including recalled items) requested through ILL.

Print book straps and return labels

Watch a video

In this ten-minute video, you will learn how to print book straps and return labels when you are the borrowing library.

Responding to conditionals

Watch a video

In this four-minute video, you will learn how a borrowing library responds to conditionals sent by lenders.

Configuring patron-initiated request for WorldCat Discovery

Watch a video

In this nine-minute video, you will learn how to configure patron-initiated ILL requesting for WorldCat® Discovery to allow your patrons to search and identify items, and then initiate requests.

New For Review requests

Watch a video

In this five-minute video, you will learn what New For Review requests are and how to manage requests in the New For Review category in your OCLC interlibrary loan service.

ILL requests: Lost item scenarios

Watch a video

This ten-minute video covers the following lost item scenarios: when item is lost in transit, when item is lost at the borrowing library, and when item is lost at return.

Requests: Expired, overdue, or unfilled

Watch a video

This seven-minute video covers how to proceed with requests with the status of expired, overdue, or unfilled.

Book club requests

Watch a video

In this ten-minute video, you will learn how to use WorldShare® ILL for book clubs.

Borrower: Batch process

Watch a video

In this three-minute video, you will see how to use the options for batch processing ILL requests as a borrower.

 

Printing

Print requests

Watch a video

In this eight-minute video, you will learn how to print full requests.

Borrower: Print book straps and return labels

Watch a video

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

Watch a video

In this nine-minute video, you will learn how to print book straps or stickers, and shipping labels, when you are the lending library.

 

WorldShare ILL borrowing management centers

Borrowing management centers

Watch a series of videos

OCLC created an alternative version of the WorldShare ILL interface for borrowing management centers and group member libraries. In this series of short videos, libraries who use WorldShare Interlibrary Loan as a group will see how to save time in managing ILL requests among one another.


 

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