Préstamo interbibliotecario de WorldShare

Monthly detailed reports itemize library-to-library borrowing debits and library-to-library lending credits listed on your OCLC bill.

There is a Summary view featuring totals by institution with the institution symbols linked. Clicking on the institution symbol shows the transaction details for that particular institution. There is also a Detail report showing all transaction detail for each institution.

Each month where there are transactions in multiple currencies, you will see additional IFM reports in Usage Statistics. You will have separate reports for borrowing and lending in each currency. 

WorldShare ILL Purchase Request

(For WorldShare Interlibrary Loan libraries)

This report shows borrowing requests that your staff converted to Purchase Requests, using the Change Fulfillment Type option.  Purchase requests include the Vendor Name.  

• The Date Ordered refers to the date when the request was placed in the Purchase request queue.
• The Date Received refers to the date when the request is updated to Received.

WorldShare ILL Purchase Request

(For Tipasa libraries)

This report shows borrowing requests that your staff converted to Purchase Requests, using the Change Fulfillment Type option.  Purchase requests include the Vendor Name.  The report also includes requests that your staff converted to purchase requests in WorldShare Acquisitions. WorldShare Acquisitions requests do not include a Vendor Name or Vendor Order Number. 

• The Date Ordered refers to the date when the request was placed in the Purchase request queue and/or sent to WorldShare Acquisitions. 
• The Date Received refers to the date when the request is updated to Received in Tipasa.

Resource Sharing Borrower Reasons for No Report

Resource Sharing Lender Reasons for No Report

Monthly reports for both Borrower and Lender activity help Lenders evaluate their fill rate and borrowers to refine their Custom Holdings Groups. The Reasons for No report shows details for requests that were refused, including ILL Record Number, Title, OCLC Number, the lender's name and OCLC symbol the reported reason for not filling the request, and the date the request was refused and imprint date of the material. Your library can use this data to determine whether the age of the requested material falls into any pattern that may allow for further refinement of deflection rules.

The Resource Sharing Lender Reasons for No Report shows similar information, but does not include the lending institution's position in the lender string.

Refer to the below for more information:

• Tipasa, Use the Reasons for No Report
• WorldShare Interlibrary Loan, Use the Reasons for No Report

Informe estadístico sobre el reparto de recursos entre prestatarios

Informe estadístico sobre el uso compartido de recursos de los prestamistas

These reports provide a detailed look at all the requests that pass through a library's system in a given month, and are organized by transaction. A record appears in this report for any month during which action was taken on the request, so a request may appear in multiple months. Because of the depth of this report, only one month of statistics can be displayed at a time.

Refer to the below for information about using the report to asses automations:

• Tipasa, Assess automations
• WorldShare Interlibrary Loan, Assess automations

Informe general de la actividad de los prestatarios

Lender Activity Overview Report

These reports show the number of requests initiated (Borrower) or received (Lender) by your library in a specified month, the number of requests canceled in that month, and the number of requests reported as filled for that month. For the Borrower Activity Overview Report, unfilled requests may show up in future months as being filled, so they would appear in two months' Activity Overview reports.

Turnaround time in this report represents the cumulative time that a request was passed along through the lender string, so is generally longer than in the Borrower/Lender Transaction-Level Detail Report, which looks at just one institution's contact with a given request. The Lender Turnaround time is shorter than the Borrower time because as a lender, your institution handles the request once and either fills or passes along a request in a relatively short time frame; the report only measures your institution's “touch” on that request.

 Note: Effective January 2021, metrics for average turnaround time for loan filled requests and copy filled requests are available. These metrics give you access to more granular turnaround time data to better analyze your interlibrary loan fulfillment activity.

ILL Requests that were changed to Purchase Requests (or, for Tipasa libraries, to WMS Acquisitions requests) will be counted in the Purchase Requests section of the Borrower Activity Overview Report.  Turnaround time for purchases is the interval between creation of the request and closing it when updated to Received.  

ILL requests that were filled using the Open Access or Document Delivery fulfillment type will be counted in the Open Access Requests section of the report. This count also includes requests that were routed to Document Delivery via automation.

Borrower Transaction-Level Detail Report

Lender Transaction-Level Detail Report