WorldShare Circulation self-paced training

Find WorldShare Circulation training simulations and videos.

 

 

Title and description Length Training resource
Circulation configuration overview

This self-paced course reviews key concepts of Circulation Configuration, including:
  • Questions the systems asks when determining circulation rules:
    • Who is the patron?
    • What is the material type?
    • Where is it located?
  • Loan limits and Loan Limit Matrix
  • Loan policies and Loan Policy Map
  • Comparison of Matrix and Map
 Approximately 20 minutes Access self-paced course 

 

Creating and organizing loan policies

Learn how loan policies shape the circulation experience in WorldShare Circulation—and how they work alongside Long Overdue and Lost Policies and the Loan Policy Map. This course will help you create intentional policies and organize your policy map so the right rules are applied consistently at checkout.

 Approximately 45 minutes Access self-paced course
Next-Generation Notifications overview

This self-paced course reviews Next-Generation Notifications in WorldShare Circulation, including:
  • Configuring General Settings
  • Creating and customizing templates
  • Applying templates to policies
 Approximately 20 minutes Access self-paced course
Test your knowledge: WorldShare Circulation Configuration

Check your understanding of WorldShare Circulation Configuration with this knowledge check. Rather than focusing on individual settings, you’ll apply your knowledge of how the system evaluates item transactions — combining patron, item, and location details to determine which rules apply and how items behave over time.

 Approximately 30 minutes Access self-paced quiz

 

Title and description Length Training resource

Overrides

In this video, you’ll learn how to process exceptions to your library’s circulation policies (such as checking out a non-circulating item), and when this requires override credentials.

After completing this video, please take a moment to complete the survey. Thank you!

 4:47
Watch Overrides

 

Check out

In this brief video see how to check out materials in WorldShare Circulation.

After completing this video, please take a moment to complete the survey. Thank you!

 2:39
Watch Check out

 

Check in

In this video, you will learn how to check in materials, including printing or emailing a check in receipt, and processing items that fulfill a hold or need to be routed to another branch.

After completing this video, please take a moment to complete the survey. Thank you!

 4:46
Watch Check in

 

Due date

In this brief video  see how to manage due dates in WorldShare Circulation.

After completing this video, please take a moment to complete the survey. Thank you!

 1:54
Watch Due dates

 

Item alerts

In this video, you will learn how to create and use item alerts in WorldShare Circulation. Item alerts display as a pop-up window when an item is checked out or checked in.

After completing this video, please take a moment to complete the survey. Thank you!

 2:38
Watch Item alerts

 

 

Title and description Length Training resource

Placing holds

In this video learn how to place title and item level holds from a bibliographic record and a patron account in WorldShare Circulation.

After completing this video, please take a moment to complete the survey. Thank you!

 5:52
Watch Placing holds

 

Fulfilling holds

In this brief video learn how to access the Pull List and check in items to fulfill holds for patrons.

After completing this video, please take a moment to complete the survey. Thank you!

 2:55
Watch Fulfilling holds

 
Title and description Length Training resource

Edit items

In this video, you will learn how to edit items in WorldShare Circulation. This includes editing a location or changing a barcode for an individual item. It also includes bulk editing of items to change locations.

After completing this video, please take a moment to complete the survey. Thank you!

 6:13
Watch Edit items

 

Non loan and inventory check in and item statistics

In this video, you will learn how to perform non loan and inventory check ins, as well as how these actions affect the item statistics.

After completing this video, please take a moment to complete the survey. Thank you!

 7:34
Title and description Length Training resource

WorldShare Circulation for Student Workers

This self-paced course introduces new student workers to WorldShare Circulation, focusing on essential workflows and system navigation. Learners will gain practical skills in core tasks like checkouts, holds, and item management while building confidence in handling exceptions and assisting patrons effectively.

 Approximately 30 minutes Access self-paced course