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Resource Sharing for Groups self-paced training

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Find Resource Sharing for Groups training recordings and videos.

Quick start

Watch the following instructor-led training sessions and a short video for a quick start with comprehensive training on Resource Sharing for Groups. The objective of these training materials is to provide an overview of the available functionalities in both Resource Sharing for Groups and WorldShare ILL for staff unfamiliar with parts or all parts of the service. After watching these materials staff would be able to perform basic activities as a borrower and a lender such as search for items, create and process ILL requests, and answer requests. Staff will also understand the concepts of functions such as the OCLC Policies Directory, constant data, custom holdings, IFM, real-time availability, and automation. 

 

Title and description Length  
OCLC Resource Sharing for Groups

This video provides an overview of OCLC Resource Sharing for Groups functionalities using WorldShare ILL. The video briefly describes the automatic processes by which requests move from the patron or staff initiated requests to Resource Sharing for Groups. The video includes captions. 		6:46

Introduction to WorldShare ILL - Get Started

During this course you will learn the basic concepts for WorldShare ILL such as  how to log in for the first time and navigate the interface, create staff account and learn about the search options then an overiw of  how loan and copy ILL requests are created.

 64:00 View recorded session(April 3,  2025)

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer.

Transcript (April 3,2025)

Presentation slides (April 3, 2025)

Learner guide 

After completing the course , please take a few moments to complete this brief evaluation. Your input will help shape our future training materials.

Introduction to WorldShare ILL - Prepare and plan

During this course you will learn how to update your library's information in OCLC  Policies Directory and configure options for a better experience such as create constant data, preselect your preferred or priority libraries, and set up automation to speed up processing and save you time.

 62:00

View recorded session (April 17, 2025)

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer.

Transcript (April 17, 2025)

Presentation slides (April 17, 2025)

Learner guide 

Test your knowledge: Access Intro WSILL quiz

After completing the course and course quiz, please take a few moments to complete this brief evaluation. Your input will help shape our future training materials.

WSILL Borrowing - Borrowing requests

During this course, you will learn in detail about the borrower activities available in the service and how member libraries can create and process staff-initiated ILL requests and how to allow and mediate patron-initiated ILL requests.

 57:48
View a recorded session (May 8, 2025)

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer.

Transcript (May 8, 2025)

Presentation slides (May 8, 2025)

Learner guide 

After completing the course , please take a few moments to complete this brief  evaluation. Your input will help shape our future training materials.

WSILL Borrowing - Manage ILL requests as Borrower

During this course you will learn how to manage ILL requests, including using batch processing options, solve some issues with requests, request renewals, create and manage Off-System requests, and generate and analyze ILL statistics reports for Borrowers.

 64:00

View a recorded session (May 15, 2025)

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer.

Transcript (May 15, 2025)

Presentation slides (May 15, 2025)

Learner guide 

Test your knowledge: Access WSILL Borrowing quiz

After completing the course , please take a few moments to complete this brief  evaluation. Your input will help shape our future training materials.

WSILL Lending - Configurations for Lenders

During this course you will learn how to configure deflections, copy and loan policies, define your Days to Respond, set up automation as a Lender and have real-time availability configured as well to speed up processing.

 59:28 View a recorded session (March 13, 2025)

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer.

Transcript (March 13, 2025)

Presentation slides (March 13,  2025)

Learner guide 

After completing the course and course quiz, please take a few moments to complete this brief evaluation. Your input will help shape our future training materials.

WSILL Lending - Manage and respond requests

During this course you will learn how to respond to requests in different ways, including using batch processing options, manage ILL requests and solve some issues with requests. You will learn how to generate and analyze ILL statistics reports for Lenders.

 64:00

View  a recorded session (March 20, 2025)

 Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer.

Transcript (March 20,  2025)

Presentation slides ( March 20, 2025)

Learner guide 

Test your knowledge: Access WSILL Lending quiz 

After completing the course and course quiz, please take a few moments to complete this brief evaluation. Your input will help shape our future training materials.

More focused training

The following  short videos provide further information on WorldShare ILL activities, part of Resource Sharing for Groups,  for staff already familiar with the basic functionalities in the service to use as reference. All videos include captions.

Borrowing

 

Title and description Length  
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.		 12:56

 
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.		 12:51

 
New For Review ILL requests

New For Review is a category in OCLC Interlibrary Loan service for requests routed by the system or saved by review by staff at the library to be approved and processed at a later time. This video covers how ILL requests arrive at the New For Review category and how a staff member at the library can process the request.		 9:44

 
Process ILL requests as a Borrower - including batch processing options

This video covers the steps a staff member at a borrowing library takes after an ILL request is placed in the system and needs to be processed and updated, including batch processing options.		 10:17

 
ILL Requests: Expired, overdue, or unfilled

This video covers how a borrowing library should proceed with interlibrary loan requests with the status of expired, overdue, or unfilled in OCLC Interlibrary Loan services.		 9:49

 

 
Borrower Off-System ILL requests

This video covers how borrowing libraries can add ILL requests initiated outside of OCLC WorldShare ILL into the system to manage all ILL requests in one place and be part of the supported OCLC ILL usage reports.		 7:42

 

Lending

 

Title and description Length  
OCLC Article Exchange

This video provides an overview on what Article Exchange is and demonstrates use of Article Exchange in filling copy requests as a Lender and receiving those copies as a Borrower and emailing the AE details to the patron.

 6:41

 
Lender: Respond to an ILL loan request

This video shows how to respond to a loan request as a Lender - including responding yes, no, conditional, and responding to renewal requests.

 10:35

 

 
Lender: Respond to an ILL copy request

This video shows how to respond to a copy request (respond yes, no, or conditional)as a Lender. Includes applying constant data and using OCLC Article Exchange.		 6:24

 

 

Print settings

 

Title and description Length  
Print requests

This video shows how to print full requests.		 7:46

 
Borrower: Print book straps and return labels

This video shows how to print book straps or stickers and return labels (5:35 in video) when you're the borrowing library.		 10:20

 
Lender: Print book straps and shipping labels

This video shows how to print book straps or stickers, and shipping labels (5:10 in video), when you're the lending library.		 8:50

 

Interlibrary Loan Fee Management (IFM)

 

Title and description Length  
OCLC IFM - Interlibrary Loan Fee Management

This video provides an overview of IFM and how borrowing and lending libraries can configure IFM as payment method.		 7:04

 

Configurations

The following videos cover topics for staff with roles for ILL administrative tasks and responsible for configuring the service at the library. All videos include captions.

 

OCLC Policies Directory

 

Title and description Length  
Establish ILL Policies in OCLC Policies Directory

Libraries using OCLC interlibrary loan services will learn how to set up and/or edit policies in OCLC Policies Directory.
  • 00:00:00 - General ILL policies (Borrowing and Lending libraries)
  • 00:10:04 - Set up lending policies as lending library only (Collections and Policies tabs)
 22:47

 

Deflections

 

Title and description Length  
Basics of ILL deflection
This video provides an overview on the types of ILL deflections and how you can set up deflections for items your library does not loan through ILL, including supplier status.		 10:43

 

 
ILL Deflection for electronic resources

This video shows how to create deflection policies for electronic resources, including your e-bookc collections, articles, and databases. You will learn how to set ILL terms, activate your WorldCat knowledge base, then create deflection policies for your electronic resources.		 7:20

 

 

Set ILL deflection in WorldShare License Manager

This video provides instructions in how to set up deflections for OCLC interlibrary loan for electronic resources configured in WorldShare License Manager, according to your e-license terms, if your library subscribes to this service.

 8:53

 

 

OCLC Service Configuration

 

Title and description Length  
Create constant data for ILL

This video shows how to create, edit and maintain constant data records in OCLC Service Configuration for accuracy and efficiency in ILL borrowing and lending.		 8:37

 
Custom holdings for interlibrary loan

Learn how to create and edit custom holdings groups and custom holdings paths then apply them to your interlibrary loan requests. Custom holdings are the group(s) of your preferred lending libraries that you can apply to your ILL requests for the system to automatically add then to the lender string on your ILL requests, thus saving you time when processing those requests.		 13:14

 
Configure patron-initiated request for WorldCat Discovery

Learn how to configure patron-initiated ILL request for WorldCat® Discovery to allow your patrons to search and identify items, then initiate requests.		 12:08