Resource Sharing for Groups training
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 | Description |
|---|---|
Introduction to OCLC Interlibrary Loan
|
This instructor-led training class 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 and creating staff account to discover items then placing or answering to ILL requests. After completing the course, test your knowledge of the basics of WorldShare ILL by answering a few questions on this online quiz. This quiz can also be used as knowledge check to evaluate your level of knowledge in WorldShare ILL. 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. Transcripts are offered in a separate file under View a recorded session and handouts link. |
| 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 borrowing requests. After completing the course, test your knowledge on the borrowing workflows of WorldShare ILL by answering a few questions on this online quiz. 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. Transcripts are offered in a separate file under View a recorded session and handouts link. |
| WorldShare ILL - Lending | instructor-led training 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. After completing the course, test your knowledge of WorldShare ILL lending workflows by answering a few questions on this online quiz. 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. ranscripts are offered in a separate file under View a recorded session and handouts link. |
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 | Description |
|---|---|
| Borrower: Create ILL loan requests | In this twelve-minute video, Borrowing libraries will learn how to search for items to create and send an interlibrary loan request in the OCLC Interlibrary Loan system. |
| Borrower: Create ILL copy requests | In this twelve-minute video, Borrowing libraries will learn how to search for items to create and send an interlibrary copy request in the OCLC Interlibrary Loan system. |
|
New For Review ILL requests |
This nine-minute video covers how ILL requests arrive at the New For Review category either patron or staff initiated method, and how a staff member at the library can process the request. |
|
Process ILL requests as a Borrower |
This ten-minute 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 managed. |
| Requests: Expired, overdue, or unfilled | This seven-minute video covers how to proceed with requests with the status of expired, overdue, or unfilled. |
|
Borrower: Off-System ILL requests |
This seven-minute 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. |
Lending
| Title | Description |
|---|---|
| OCLC Article Exchange | 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 | 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 | 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. |
|
Lender: Off-System ILL requests |
This 9-minute video covers how lending 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. |
Print settings
| Title | Description |
|---|---|
| Print ILL requests | In this eight-minute video, you will learn how to print full requests. |
| Borrower: Print book straps and return labels | 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 | In this nine-minute video, you will learn how to print book straps or stickers, and shipping labels, when you are the lending library. |
Interlibrary Loan Fee Management (IFM)
| Title | Description |
|---|---|
| OCLC IFM - Interlibrary Loan Management Fee | This seven-minute video provides an overview of IFM and how borrowing and lending libraries can configure IFM as payment method. |
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 | Description |
|---|---|
| Establish ILL Policies in OCLC Policies Directory | In this 22-minute video, you will learn how to set up and/or edit policies in OCLC Policies Directory. |
Deflections
| Title | Description |
|---|---|
| Basics of deflections | 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 all electronic items | 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. |
| Deflecting knowledge base collections | This six-minute video reviews the steps necessary to deflect requests based on E-Licensing terms that restrict ILL. |
OCLC Service Configuration
| Title | Description |
|---|---|
| Create constant data for ILL | 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 | 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. |
| Configure patron-initiated request for WorldCat Discovery | In this nine-minute video, you will learn how to configure patron-initiated ILL requests for WorldCat® Discovery to allow your patrons to search and identify items and then initiate requests. |