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WorldShare Interlibrary Loan live and recorded classes

Register to attend a live training class or view a recorded instructor-led training on WorldShare Interlibrary Loan.

Overview

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

Use the links below to register for upcoming live classes, or click the View a record session link beneath a live class to access recordings of past training sessions.

Training questions? Please visit OCLC Training FAQ.

Cancellation policy

In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email before the session.

Live and recorded classes

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.

Date Time Registration Link
Thursday, May 9, 2024 2:00PM - 3:30PM Daylight Savings Time, North America [UTC -4:00] Register

View a recorded session

View a recorded session ( 90 min- February 15, 2024)

View Introduction to WSILL transcripts (February 15, 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. To access de chapters click the flag icon located on the upper right side to toggle between the transcripts and the chapters. A PDF document of the transcripts is offered too.

Take survey.

Course handouts

Learner guide: Introduction to OCLC Interlibrary Loan 

Introduction to WorldShare ILL - Presentation slides PDF (February 15, 2024)

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.

Date Time Registration Link
Thursday, April 11, 2024 2:00PM - 3:30PM Daylight Savings Time, North America {UTC -4:00] Register

View a recorded session

View a recorded session (75 minutes- January 18, 2024)

View WorldShare ILL Borrowing transcripts (January 18, 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.

Take survey.

Course handouts

Learner guide: WorldShare ILL - Borrowing 

WSILL ILT Borrowing  - Presentation slides  PDF(January-2024)

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.

Date Time Registration Link
Thursday, June 20, 2024 2:00PM - 3:30PM Daylight Savings Time, North America [UTC -4:00] Register

View a recorded session

View a recorded session (71 minutes - January 24, 2024)

View WorldShare ILL Lending transcripts (January 24, 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.

Take survey.

Course handouts

Learner guide: WorldShare ILL - Lending 

WorldShare ILL Lending  - Presentation slides PDF (January 24, 2024)

Workflow integration: ILL and Circulation

This recording 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 recorded session 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 which automatically creates a temporary item and place a hold for the patron when the ILL request is created are covered. The recording provides best practice suggestions and shares examples of circulation policies affecting ILL loans.

Topics covered include:

  • Normal workflow between WorldCat Discovery, WorldShare Interlibrary Loan, and WorldShare Circulation
  • Workflow exceptions, errors, and workarounds
  • Configuration steps to automatically create a temporary item and place a hold for the patron when the ILL request is created
  • Best practice suggestions and examples of circulation policies affecting ILL loans

Recording Time Markers:

  • 0:00:00 – Integration Workflow and Demonstration
  • 0:43:10 – Exceptions
  • 1:02:30 – Configuration and Policy Considerations

View a recorded session

View a recorded session (75 minutes)

Date
No sessions are scheduled at this time