Note: If you are a WMS library or using full WorldShare Collection Manager, see Deflect lending requests with knowledge base collections.
The knowledge base database can store and retrieve ILL terms of use associated with your license. If your library subscribes to WorldShare ILL or Tipasa, use the instructions on this page to set your ILL terms to "No" in your knowledge base collections and create a policy to deflect on collections set to "No."
WorldShare License Manager libraries
If your library subscribes to WorldShare License Manager (the Licenses tab in the WorldShare interface), see How to deflect lending requests (License Manager).
Access and/or subscription | Where to store ILL Terms of Use |
---|---|
Collection Manager Fundamentals | You are able to store ILL terms of use in your knowledge base collections. You also have the option to lend and to define your terms. "No" is the default selection for the ILL setting. |
Collection Manager Fundamentals and License Manager | You have direct access to the full set of license terms and ILL settings. Configure your ILL terms within the Licenses tab of the WorldShare interface. You will not see the knowledge base collection ILL setting. |
Collection Manager Fundamentals and License Manager (transitioning) | If you previously managed your ILL terms within knowledge base collections, your ILL settings are now available in the Licenses tab. You will no longer see the ILL setting in knowledge base collections. You have direct access to the full set of license terms and ILL settings. The default collection-level setting will be "No." You only need to change the setting if you wish to lend a collection. In addition to "Yes" and "No," you will have the "Silent" option. |
You must have added a knowledge base collection in Collection Manager Fundamentals before you can set up your interlibrary loan policies.
Optional. View the list of collections that other libraries have enabled for interlibrary loan for help with your decision to lend.
Your WorldCat knowledge base collections each have an ILL setting that is set to No by default. The deflection policy described below will deflect lending requests for all collections that are set to No. To confirm a collection is set to No:
Sign in to the OCLC Policies Directory:
Create a deflection policy:
Your policy has been added. When another library requests to copy or loan an item, the request will be deflected. Collections set to Yes will be excluded from deflection. Therefore, you will receive requests for items from those collections.
You can return at any time to modify the policy. Use the Edit and Delete options if you need to modify your policy.
Note: You will still get ILL requests passed through for items that fall outside your coverage range or within embargo dates even though you make the above-mentioned change to your current deflection policy. OCLC Currently holds a "Do no harm" policy.
If your library does not loan ANY electronic items, you can deflect ILL requests on all eBooks and other electronic items by setting up a deflection policy to deflect on the formats:
For more information on deflection policies and example deflection policies, see the OCLC Policies Directory documentation.
You have the option to add or edit local holdings records (LHRs) to include will not lend in the 008 field (bytes 20 and 21 are used for information on lending and reproduction policies). You can then create a deflection policy to deflect on information in the 008 field of your LHRs.
For more information on deflection policies and example deflection policies, see the OCLC Policies Directory documentation.
After your lending and deflection policies are in place, you are ready to start handling requests for your knowledge base titles.
To allow links to full-text items to be embedded in borrowing and lending requests:
See the Collection Manager Fundamentals site for help to:
See the WorldCat Discovery site for help to:
See the WorldShare Interlibrary Loan or Tipasa sites for help with: