WorldShare Interlibrary Loan training
OCLC offers live and recorded instructor-led training sessions and shorter videos on WorldShare Interlibrary Loan.
Training questions? Please visit OCLC Training FAQ.
For WorldShare Interlibrary Loan training in French, please see Formations en français.
For WorldShare Interlibrary Loan training in Spanish, please see Formación en español.
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Introduction to OCLC Interlibrary Loan
Register for an upcoming training
View a recorded session
This 90-minute course 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 to placing or answering to ILL requests.
Test your knowledge on the basics of WorldShare ILL by answering a few questions on this online quiz.
Creating constant data for ILL
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
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.
OCLC IFM - Interlibrary Loan Fee Management
This eight-minute video is an overview of IFM and shows how borrowing and lending libraries can configure IFM as payment method.
Establish ILL Policies in OCLC Policies Directory
In this 22-minute video, you will learn how to set up and/or edit policies in OCLC Policies Directory.
OCLC Article Exchange
This six-minute video is an overview of Article Exchange. You will learn how Article Exchange is used to fulfill copy requests.
Curate and Care for your Constant Data: A workshop
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 53-minute workshop focuses on creating data records that can be saved and applied to both borrowing and lending requests.
Construct your Custom Holdings: A workshop
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 55-minute workshop discusses how to choose lenders to include in custom holdings and explains the auto-creation of lender strings and how lender strings are randomized.
Automated Request Manager
Access tutorialIn this self-paced course, you will learn the benefits of using automations, and what information you should review and update before creating automations. The course includes video demonstrations of creating borrowing and lending automations, and you will have opportunities to check your knowledge.
Automate your Request Process: A workshop
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 64-minute workshop discusses the Automated Request Manager in the OCLC Service Configuration to automate processing of new borrowing requests.
Make your Usage Statistics Count: A workshop
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 60-minute workshop discusses using OCLC ILL Usage Statistics to show the value of your ILL services, streamline workflows, and update policies.
Workflow integration: ILL and Circulation
This 43-minute course is for Managers of Circulation and ILL for institutions using the integration functionality between the Circulation and ILL and staff responsible for day-to-day processing. This course reviews and demonstrates the normal workflow between Discovery/ILL/Circulation when all integration configuration is complete. Common exceptions in the workflow, errors, and workarounds are included. Configuration steps and decisions required to integrate WorldShare Interlibrary Loan and WorldShare Circulation are also covered.
Lending
WorldShare ILL - Lending
Register for an upcoming training
View a recorded session
This 90-minute 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.
Test your knowledge on WorldShare ILL lending workflows by answering a few questions on this online quiz.
OCLC Article Exchange
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
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
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.
Deflections
Basics of deflections
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 knowledge base collections
This six-minute video reviews the steps necessary to deflect requests based on E-Licensing terms which restrict ILL.
Deflecting all electronic items
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.
Fine-tune your Policies and Deflections: A workshop
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 42-minute workshop focuses on setting and communicating your ILL policies, using automatic deflections to your advantage, and assessing the effectiveness of your deflection settings.
Borrowing
WorldShare ILL - Borrowing
Register for an upcoming training
View a recorded session
This 90-minute 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.
Test your knowledge on the borrowing workflows of WorldShare ILL by answering a few questions on this online quiz.
Borrower: Create ILL loan requests
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
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.
Print book straps and return labels
In this ten-minute video, you will learn how to print book straps and return labels when you are the borrowing library.
Configuring patron-initiated request for WorldCat Discovery
In this nine-minute video, you will learn how to configure patron-initiated ILL requesting for WorldCat® Discovery to allow your patrons to search and identify items, and then initiate requests.
Requests: Expired, overdue, or unfilled
This seven-minute video covers how to proceed with requests with the status of expired, overdue, or unfilled.
Printing
Borrower: Print book straps and return labels
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
In this nine-minute video, you will learn how to print book straps or stickers, and shipping labels, when you are the lending library.
Préstamos Interbibliotecarios de WorldShare videos en español
Préstamos Interbibliotecarios de WorldShare
Introducción al servicio de Préstamos Interbibliotecarios de WorldShare
Este video contiene los detalles básicos de cómo el servicio de Préstamos interbibliotecarios de WorldShare funciona para que pueda iniciar con el servicio. También informa acerca de las opciones de creación de cuentas de bibliotecario bien como las configuraciones necesarias para acceder al servicio y las funcionalidades disponibles.
Crear las solicitudes de préstamos
Este video contiene las instrucciones para el equipo de la biblioteca crear las solicitudes de préstamos interbibliotecarios en el servicio de Préstamos Interbibliotecarios de WorldShare para los materiales físicos.
Crear las solicitudes de copias
Este video contiene las instrucciones para el equipo de la biblioteca crear las solicitudes de préstamos interbibliotecarios en el servicio de Préstamos Interbibliotecarios de WorldShare para las copias de materiales (copias impresas o electrónicas de artículos, páginas o capítulos de libros, por ejemplo).
Procesar las solicitudes - Biblioteca prestaria
Este video demuestra los pasos necesarios que el equipo de la biblioteca prestataria – la biblioteca que solicita materiales en el servicio de Préstamos Interbibliotecarios de WorldShare - debe seguir después que una solicitud de préstamo o copia es ingresada en el sistema y necesita ser actualizada.
Configuraciones
Es necesario tener una cuenta de administrador para cuidar de las configuraciones en el servicio de Préstamos Interbibliotecarios de WorldShare para su biblioteca.
Directorio de Políticas de OCLC
Este video contiene las instrucciones para su equipo con cuenta de administrador establecer las políticas en el servicio de Préstamos interbibliotecarios de WorldShare para su biblioteca - definir su estado de proveedor y días para responder a las solicitudes, adicionar sus informaciones de contacto y su horario de funcionamiento, establecer sus políticas de préstamos de materiales físicos y de copias, bien como las deflexiones para que el sistema pueda desviar las solicitudes para su biblioteca de acuerdo con sus reglas.
Crear los datos constantes
Este video contiene las instrucciones para el equipo de la biblioteca con cuenta de administrador crear los datos constantes con las informaciones de su biblioteca que no cambian de solicitud a solicitud y pueden ser aplicadas por su equipo a sus solicitudes en el servicio de Préstamos Interbibliotecarios de WorldShare, ahorrando su tiempo y minimizando las posibilidades de errores.
Existencias personalizadas
Este video contiene las instrucciones para el equipo de su biblioteca con cuenta de administrador crear las existencias personalizadas, o sea pre seleccionar los grupos de bibliotecas de su preferencia para solicitar o proveer materiales en el servicio de Préstamos interbibliotecarios de WorldShare. Una vez que las existencias personalizadas son creadas, su biblioteca puede adicionarlas a sus solicitudes o referirlas en su proceso de automatización para acelerar su flujo de trabajo en el servicio.