Resource Sharing for Groups self-paced 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 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. |
54:00 | View recorded session (January 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. Note: The screen froze at 45:28 (almost the end) of the recording but the audio works. If you prefer, you can watch the edited and complete version in mp4 below. The mp4 version does not have captions or chapters. View mp4 version of recording (January 2025) Transcript (January 2025)Presentation slides (January 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. |
56:00 |
View recorded session (January 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. TranscriptPresentation slides Learner guide Access the course 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 |
|
|
|
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) |
|
|
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) |
|
|
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. |
62:00 |
|
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
Lending
Print settings
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. |
7:37 |
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.
|
22:47 |
Deflections
OCLC Service Configuration