WorldShare Interlibrary Loan live and recorded classes
Overview
OCLC offers live and recorded instructor-led training sessions on WorldShare Interlibrary Loan.
Use the links below to register for upcoming live classes, or click the View a record session link beneath a live class to access recordings of past training sessions.
Training questions? Please visit OCLC Training FAQ.
Cancellation policy
In the event of low attendance, OCLC may cancel a training session. In this situation, registrants will be notified by email before the session.
Live and recorded classes
Introduction to OCLC Interlibrary Loan
This course is designed for libraries that are new, first-time subscribers to WorldShare ILL, and for staff from libraries with established subscriptions but who are new to the service themselves. This course can also serve as a refresher or review for library staff who may have never had training and want more information about ILL on OCLC. During this course you will learn the basic concepts for WorldShare ILL such as create staff account and login to the service, define ILL policies, configure ILL options to speed up request processing, and search for items to submit and process ILL requests.
Date | Time | Registration Link |
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Wednesday, August 7, 2024 | 2:00PM - 3:30PM Daylight Savings Time, North America [UTC -4:00] | Register |
Wednesday, October 30, 2024 | 2:00PM - 3:30PM Daylight Savings Time, North America [UTC -4:00] | Register |
View a recorded session
View a recorded session ( 86 min- May 9, 2024)
View Introduction to WSILL transcripts (May 9 2024)
Note:
- This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. A PDF document of the transcripts is offered too.
Course handouts
Learner guide: Introduction to OCLC Interlibrary Loan
Introduction to WorldShare ILL - Presentation slides PDF (May 9, 2024)
WorldShare ILL - Borrowing
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). During this course you will learn in detail about the borrower activities available in the service and how member libraries can manage and solve issues with borrowing requests initiated either by library staff or library patrons.
Date | Time | Registration Link |
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Wednesday, November 13, 2024 | 2:00PM - 3:30PM Eastern Standard Time, North America [UTC -5:00] | Register |
View a recorded session
View a recorded session (86 minutes- July 17, 2024)
View WorldShare ILL Borrowing transcripts (July 17, 2024)
Note:
- This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. Chapter names and transcripts are only available when viewing the recording from your computer. A PDF document of the transcripts is offered too.
Recording chapters:
00:00:00 Introduction
00:02:27 The Basics of WSILL Borrowing
00:04:20 Staff-initiated Staff-mediated ILL method
00:33:44 Patron-initiated ILL methods
01:01:03 Manage ILL requests as a Borrower
01:15:56 Usage Statistics reports
01:22:08 Conclusion
Course handouts
Learner guide: WorldShare ILL - Borrowing
WSILL ILT Borrowing - Presentation slides PDF(July-2024)
WorldShare ILL - Lending
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). During this class you will learn about the available lender activities in the service and how member libraries process lending requests.
Date | Time | Registration Link |
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Wednesday, August 28, 2024 | 2:00PM - 3:30PM Daylight Savings Time, North America [UTC -4:00] | Register |
Wednesday, December 4, 2024 | 2:00PM - 3:30PM Eastern Standard Time, North America [UTC -5:00] | Register |
View a recorded session
View a recorded session (87 minutes - June 20, 2024)
View WorldShare ILL Lending transcripts (June 20, 2024)
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. A PDF document of the transcripts is offered too.
Course handouts
Learner guide: WorldShare ILL - Lending
WorldShare ILL Lending - Presentation slides PDF (June 20, 2024)
Workflow integration: ILL and Circulation
This recording 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 recording reviews and demonstrates the normal workflow between Discovery/ILL/Circulation when all integration configuration is complete.
Topics covered include:
- Normal workflow between WorldCat Discovery, WorldShare Interlibrary Loan, and WorldShare Circulation
- Workflow exceptions, errors, and workarounds
- Configuration steps to automatically create a temporary item and place a hold for the patron when the ILL request is created
- Best practice suggestions and examples of circulation policies affecting ILL loans
Recording Time Markers:
- 0:00:00 – Integration Workflow
- 0:14:32 - Configuration steps
- 0:26:10 - Policy considerations
- 0:32:08 – Exceptions
- 0:41:23 – Conclusion
View a recording
View a recording (42 minutes)
Course handout
Workflow integration: ILL and Circulation - Presentation slides
View Workflow integration : ILL and Circulation transcripts
Date |
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No sessions are scheduled at this time |