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. Video transcript Resource Sharing for Groups glossary VDX glossary	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. Chapter names and transcripts 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. Chapter names and transcripts are only available when viewing the recording from your computer. Transcript Presentation 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.
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). During this class, you will learn about the available lender activities in the service and how member libraries process lending requests.	1:33:00	View a recorded session (December 2024) 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. Transcript (December 2024) Presentation slides (December 2024) 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.
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). During this course you will learn in detail about the borrower activities available in the service and how member libraries can manage and solve issues with borrowing requests initiated either by library staff or library patrons.	1:26:00	View a recorded session (Nov 2024) Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. Transcript Presentation slides (Nov 2024) 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.

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 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.	10:17
Requests: Expired, overdue, or unfilled This video covers how to proceed with requests with the status of expired, overdue, or unfilled in WorldShare ILL	7:12
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
Responding 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.	6:12
Responding 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.	3:47

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.	7:37

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. 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 deflections 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.	10:54
Deflecting all electronic items This video shows how to create deflection policies for all electronic items, reviews the impact it has on requests, and shows where to review statistics on requests deflected.	5:45
Deflecting knowledge base collections This video reviews the steps necessary to deflect requests based on E-Licensing terms which restrict ILL.	5:39

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