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WorldShare Interlibrary Loan live and recorded classes

Register to attend a live training class or view a recorded instructor-led training on WorldShare Interlibrary Loan.

Resumen

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 Tiempo Registration Link
Wednesday, August 7, 2024 2:00PM - 3:30PM Daylight Savings Time, North America [UTC -4:00] Regístrese en
Wednesday, October 30, 2024 2:00PM - 3:30PM Daylight Savings Time, North America [UTC -4:00] Regístrese en

Ver una sesión grabada

View a recorded session ( 86 min- May 9, 2024)

View Introduction to WSILL transcripts (May 9 2024)

 Nota:

  • 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.

Take survey.

Folletos del curso

Learner guide: Introduction to OCLC Interlibrary Loan 

Introduction to WorldShare ILL - Presentation slides PDF (May 9, 2024)

WorldShare ILL - Préstamo

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 Tiempo Registration Link
Wednesday, July 17, 2024 2:00PM - 3:30PM Daylight Savings Time, North America [UTC -4:00] Regístrese en
Wednesday, November 13, 2024 2:00PM - 3:30PM Eastern Standard Time, North America [UTC -5:00] Regístrese en

Ver una sesión grabada

View a recorded session (81 minutes- April 11, 2024)

View WorldShare ILL Borrowing transcripts (April 11, 2024)

 Nota:

  • 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.

Take survey.

Folletos del curso

Learner guide: WorldShare ILL - Borrowing 

WSILL ILT Borrowing  - Presentation slides  PDF(April-2024)

WorldShare ILL - Préstamo

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 Tiempo Registration Link
Thursday, June 20, 2024 2:00PM - 3:30PM Daylight Savings Time, North America [UTC -4:00] Regístrese en
Wednesday, September 25, 2024 2:00PM - 3:30PM Daylight Savings Time, North America [UTC -4:00] Regístrese en
Wednesday, December 4, 2024 2:00PM - 3:30PM Eastern Standard Time, North America [UTC -5:00] Regístrese en

Ver una sesión grabada

View a recorded session (71 minutes - January 24, 2024)

View WorldShare ILL Lending transcripts (January 24, 2024)

 Nota:

  • 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.

Take survey.

Folletos del curso

Learner guide: WorldShare ILL - Lending 

WorldShare ILL Lending  - Presentation slides PDF (January 24, 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
No sessions are scheduled at this time