WorldShare Interlibrary Loan live and recorded classes

Request closed captioning

Closed captioning is available in the US upon request with 5 business days' notice. To request closed captioning for a training session, please contact us at training@oclc.org.

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.

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  define ILL policies, configure ILL options to speed up request processing, and search for items to submit ILL requests.

Workflow integration: ILL and Circulation

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

Managers of Circulation and ILL for institutions using the integration functionality between these systems. Circulation and ILL staff responsible for day-to-day processing should also attend.

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). This class concentrates on borrower activities and outlines how member libraries process, manage, and solve issues with borrowing requests initiated either by library staff or library patrons.

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). This class concentrates on lender activities and outlines how member libraries process lending requests.