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OCLC Support

Prepare and plan

Find information about steps you can take to prepare for your use of WorldShare Interlibrary Loan.

There are a few things you can do to prepare for your use of WorldShare Interlibrary Loan.

Message Board

Use the Message Board located below the Quick Links section on the WorldShare ILL home page to find information about scheduled system maintenance, training opportunities, ILL-related webinars, and other information about the ILL system.

Browser compatibility

Use the browser compatibility chart to ensure your systems are up to date and can support WorldShare Interlibrary Loan.

OCLC Policies Directory

Add or update your records in the OCLC Policies Directory. The OCLC Policies Directory allows you to:

  • Communicate to other libraries your library’s schedules, contacts, and collections, as well as lending and copying policies.
  • Automatically deflect some lending requests based on criteria your library specifies. 

Once logged in, on the home screen under Quick Links, click OCLC Policies Directory.

For more information, see OCLC Policies Directory. For training related to the OCLC Policies Directory, see:

OCLC Service Configuration

Administrative settings for WorldShare Interlibrary Loan are maintained in OCLC Service Configuration. On the home screen, under Quick Links, click OCLC Service Configuration to go to Service Configuration. For more information on these settings, see OCLC Service Configuration settings.

Configuration Uses Additional information Training
Constant data (borrower and lender data) Store frequently-used data (such as address information) and apply it to requests.
Custom Holdings groups and paths Automatically build lender strings (libraries to which your borrowing request will be sent) based on your preferred lenders.  
Automated Request Manager Automate the processing of new borrowing requests.

Smart fulfillment

Increase the speed of delivery of materials based on policy data, lending history, licensing agreements, format preferences, and more. Smart fullment includes the following features:

  • Real-time availability for ILL    
  • Automated Request Manager (ARM)
  • Smart lender strings    
  • Express program    
  • Turnaround TIme dashboards

See Smart fulfillment for more information.

For training related to Smart fulfillment, see:

Print settings

Add your logo to book straps. See Print for more information. 

For training related to printing, see:

Additional features 

Find information about additional WorldShare ILL features that you and your staff may want to learn more about as you begin.

Feature Uses Additional information Training

Borrowing workflows

Efficiently process new requests from your library’s patrons.

Borrowing requests

Lending workflows

Efficiently process lending requests from other libraries.

Lending requests

Interlibrary Loan Fee Management (IFM)

Allows libraries to reconcile resource-sharing charges and payments with other libraries through their monthly OCLC invoice.

Interlibrary Loan Fee Management

Reports

Track metrics, spot trends, and monitor your library’s WorldShare ILL usage

OCLC Usage Statistics