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WorldShare Interlibrary Loan videos

Find all available training videos on WorldShare Interlibrary Loan.

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Create constant data for ILL

Run time: 8:37

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.

 

Custom holdings for interlibrary loan

Run time: 13:14

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.

 

OCLC IFM - Interlibrary Loan Fee Management

Run time: 7:37

This video provides an overview of IFM and how borrowing and lending libraries can configure IFM as payment method.

 

Establish ILL Policies in OCLC Policies Directory

Run time: 22:47

Libraries using OCLC interlibrary loan services will learn how to set up and/or edit policies in OCLC Policies Directory.

 

OCLC Article Exchange

Run time: 6:41

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.

 

Lending

Print book straps and labels

Run time: 8:50

This video shows how to print book straps or stickers, and shipping labels (5:10 in video), when you're the lending library.

 

OCLC Article Exchange

Run time: 6:41

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.

Responding to an ILL loan request

Run time: 6:12

This video shows 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

Run time: 3:47

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.

 

Deflections

Basics of deflections

Run time: 10:54

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.

 

 

Deflecting knowledge base collections

Run time: 5:39

This video reviews the steps necessary to deflect requests based on E-Licensing terms which restrict ILL.

 

Deflecting all electronic items

Run time: 5:45

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.

Lender Off-System ILL requests

Run time:  9:51

This 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.

 

Borrowing

Borrower: Create ILL loan requests

Run time: 12:56

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.

 

 

 

Borrower: Create ILL copy requests

Run time: 12:51

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.

Process ILL requests as a Borrower

Run time:  10:17

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.

New For Review ILL requests

Run time:  9:44

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.

 

 
 

Print book straps and return labels

Run time: 10:20

This video shows how to print book straps or stickers and return labels (5:35 in video) when you're the borrowing library.

 

Configure patron-initiated request for WorldCat Discovery

Run time: 12:08

Learn how to configure patron-initiated ILL request for WorldCat® Discovery to allow your patrons to search and identify items, then initiate requests.

 

Requests: Expired, overdue, or unfilled

Run time: 7:12

This video covers how to proceed with requests with the status of expired, overdue, or unfilled in WorldShare ILL

Borrower Off-System ILL requests

Run time:  7:42

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.

 

Printing

Print requests

Run time: 7:46

This video shows how to print full requests.

 

Borrower: Print book straps and return labels

Run time: 10:20

This video shows how to print book straps or stickers and return labels (5:35 in video) when you're the borrowing library.

 

Lender: Print book straps and shipping labels

Run time: 8:50

This video shows how to print book straps or stickers, and shipping labels (5:10 in video), when you're the lending library.

 

WorldShare ILL borrowing management centers

Borrowing management centers

OCLC created an alternative version of the WorldShare ILL interface for borrowing management centers and group member libraries. In this series of short videos, libraries who use WorldShare Interlibrary Loan as a group will see how to save time in managing ILL requests among one another.