WorldShare Circulation training

Find training on WorldShare Circulation here.

OCLC offers training simulations and videos on WorldShare Circulation.

Training questions? Please visit OCLC Training FAQ.

For WorldShare Circulation training in French, please see Formations en français.

WorldShare Circulation configuration

Circulation configuration overview

This self-paced tutorial reviews key concepts of Circulation Configuration, including the questions the system asks when determining the circulation policy to apply (who is checking the item out, what is the material type, and where is it located), loan limits, loan policies, and the difference between a matrix and a map.

Next-Generation Notifications overview

Access course

This self-paced course reviews Next-Generation Notifications in WorldShare Circulation, including configuring General settings, creating and customizing templates, and applying templates to their corresponding policies.

Assist patrons

Overrides

Watch a video

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

Check out

Watch a video

In this five-minute video, you’ll learn how to check out materials in WorldShare Circulation, including searching for patrons who have forgotten their library card, and printing or emailing due date receipts.

Check in

Watch a video

In this five-minute 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.

Renew items and change due date

Watch a video

This twelve-minute video explains the difference between renewing an item and changing the due date and demonstrates how to do each procedure.

Item alerts

Watch a video

This three-minute video demonstrates creating and using item alerts in WorldShare Circulation. Item alerts display as a popup window when an item is checked out or checked in.

Place and fulfill holds for patrons

Place holds

Watch a video

This six-minute video shows how to place a hold from a bibliographic record. It also explains the difference between title level and item level holds and when you would use each.

Fulfill holds

Watch a video

This six-minute video shows how holds are fulfilled. It also explains the holds workflow and how to use the pull list for available items.

Work with items

Edit items

Watch a video

This six-minute video shows how to make edits such as changing a location or a barcode for an individual item. It also includes bulk editing of items to change locations.

Non loan and inventory check in and item statistics

Watch a video

This seven-minute video shows how to perform non loan, or soft check in, and inventory check ins, as well as how these actions affect the item statistics.

Create container for bound items

Watch a video

This seven-minute video reviews and demonstrates how to create a container to link multiple items for purposes of circulating as a unified set.