Resource Sharing for Groups learning path

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
OCLC Resource Sharing for Groups Watch a video Resource Sharing for Groups glossary VDX glossary	This six-minute 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.
Introduction to OCLC Interlibrary Loan Register for live, online training View a recorded session and handouts Access quiz (This quiz can be used as knowledge check)	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 Register for live, online training View a recorded session and handouts Access quiz	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 Register for live, online training View a recorded session and handouts Access quiz	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 Watch a video	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 Watch a video	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 Watch a video	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 Watch a video	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 Watch a video	This seven-minute video covers how to proceed with requests with the status of expired, overdue, or unfilled.
Borrower: Off-System ILL requests Watch a video	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 Watch a video	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 Watch a video	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 Watch a video	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 Watch a video	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 requests Watch a video	In this eight-minute video, you will learn how to print full requests.
Borrower: Print book straps and return labels Watch a video	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 Watch a video	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 Watch a video	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 Watch a video	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 Watch a video	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 Watch a video	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 Watch a video	This six-minute video reviews the steps necessary to deflect requests based on E-Licensing terms that restrict ILL.

OCLC Service Configuration

Title	Description
Creating constant data for ILL Watch a video	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 Watch a video	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.
Configuring patron-initiated request for WorldCat Discovery Watch a video	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.