WorldShare Interlibrary Loan self-paced training

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Title and description	Lunghezza	Training resource
Introduction to WorldShare ILL - Get Started During this course you will learn the basic concepts for WorldShare ILL such as how to log in for the first time and navigate the interface, create staff account and learn about the search options then an overview of how loan and copy ILL requests are created. Introduzione Get started with WSILL Navigate WSILL interface Create staff accounts Search records in WSILL Create ILL requests Lending library view Conclusion	58:54	View recorded session (9 December 2025) Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. Transcript (9 December 2025) Presentation slides (9 December 2025) Learner guide After completing the course, please take a few moments to complete the survey. Thank you!
Introduction to WorldShare ILL - Prepare and plan During this course you will learn how to update your library's information in OCLC Policies Directory and configure options for a better experience such as create constant data, preselect your preferred or priority libraries, and set up automation to speed up processing and save you time. Introduzione Update OCLC Policies Directory Configure options fo WorldShare ILL Preselect your preferred libraries Set up automation Conclusion	58:23	View recorded session (16 December 2025) Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. Transcript (16 December 2025) Presentation slides (16 December 2025) Learner guide After completing the course , please take a few moments to complete the survey. Thank you! Test your knowledge: Access Intro WSILL quiz After completing the exercise, please take a few moments to complete the survey. Thank you!
OCLC IFM - Interlibrary Loan Fee Management Questo video fornisce una panoramica IFM e di come le biblioteche che effettuano il prestito e le biblioteche che effettuano il prestito possono configurare IFM come metodo di pagamento. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	7:04
OCLC Article Exchange 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. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	6:41

Configurazioni

Title and description	Lunghezza	Training resource
Automated Request Manager This self-paced course is divided into academic and public libraries. Select the option that applies to your library. In 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.	N/A	Access Automation self-paced course as Public Library After completing the exercise, please take a few moments to complete the survey. Thank you! Access Automation self-paced course as Academic Library After completing the exercise, please take a few moments to complete the survey. Thank you!
Establish ILL Policies in OCLC Policies Directory Le biblioteche che utilizzano i servizi di prestito interbibliotecario OCLC impareranno come impostare e/o modificare i criteri in OCLC Policies Directory. 00:00:00- Why and how to access OCLC Policies Directory 00:02:28 - Set up supplier status 00:06:52 - Temporarily pause ILL requests as a Lender 00:08:31 - Set up contact information 00:10:04 - Set up lending policies as lending library only Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	22:47
Create constant data for ILL 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. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	8:37
Posseduti personalizzati per prestito interbibliotecario 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. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	13:14
Integrazione del flusso di lavoro: ILL e circolazione This 36-minute recorded 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. Trascrizioni Workflow integration: ILL and Circulation (PPT) Nota: If your library uses a supported third-party ILS with Tipasa, see Tipasa third-party Circulation integration. For Resource Sharing for Groups, see RS4G third-party Circulation integration . Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	36:44
Configurare la richiesta avviata dall'utente per WorldCat Discovery Informazioni su come configurare la richiesta ILL avviata dall'utente per WorldCat® Discovery per consentire agli utenti di cercare e identificare elementi, quindi avviare le richieste. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	12:08
Configure patron-initiated request for FirstSearch Learn how to configure patron-initiated ILL requesting for FisrtSearch® to allow your patrons to search and identify items, then initiate requests for those materials without the assistance of your library staff. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	6:01

Prestito

Title and description	Lunghezza	Training resource
WSILL Lending - Configurations for Lenders During this course you will learn how to configure deflections, copy and loan policies, define your Days to Respond, set up automation as a Lender and have real-time availability configured as well to speed up processing. Introduzione Set up supplier status Set up copy and loan policies Set up deflection policies Set up Knowledge base deflection policy Set up item-level deflection policy Set up configurations and automation as Lender Conclusion	65:00	View a recorded session (6 november 2025) Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. Transcript (6 november 2025) Presentation slides (6 november 2025) Learner guide After completing the course , please take a few moments to complete the survey. Thank you!
WSILL Lending - Manage and respond requests During this course you will learn how to respond to requests in different ways, including using batch processing options, manage ILL requests and solve some issues with requests. You will learn how to generate and analyze ILL statistics reports for Lenders. Introduzione Article Exchange and IFM Respond to ILL requests (including batch options) Printing Manage and solve ILL issues as a Lender Off-System ILL requests as Lender Generate and analyze WSILL statistics reports Conclusion	65:00	View a recorded session (19 November 2025) Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. Transcript (19 November 2025) Presentation slides ( 19 November 2025) Learner guide After completing the course , please take a few moments to complete the survey. Thank you! Test your knowledge: Access WSILL Lending quiz After completing the exercise, please take a few moments to complete the survey. Thank you!
OCLC Article Exchange 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. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	6:41
Respond to an ILL loan request Questo video mostra come rispondere a una richiesta di prestito come prestatore, inclusa la risposta sì, no, con riserva e la risposta alle richieste di rinnovo. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	10:35
Responding to an ILL copy request 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. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	3:47
Richieste ILL esterne al sistema del prestatore Questo video spiega come le biblioteche che effettuano il prestito possono aggiungere richieste ILL avviate al di fuori di OCLC WorldShare ILL nel sistema per gestire tutte le richieste ILL in un unico posto ed essere parte dei report sull'utilizzo OCLC ILL supportati. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	9:51

Deviazioni

Title and description	Lunghezza	Training resource
Basics of ILL deflection In this video, you will have an overview of how lending libraries can set up deflections in OCLC interlibrary loan services by changing the supplier status, setting up category-level deflection in OCLC Policies Directory, and setting up item-level deflections in local holdings records, or LHRs. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	10:43
ILL Deflection for electronic resources In this video you will learn how to set Interlibrary loan terms for OCLC interlibrary loan services for your electronic resources, including your e-book collections, articles, and databases. You will learn how to activate your WorldCat knowledge base collections for enhanced ILL, and how to create deflection policies for your electronic collections. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	7:20
Set ILL deflections in WorldShare License Manager This video provides instructions in how to set up deflections for OCLC interlibrary loan for electronic resources configured in WorldShare License Manager, according to your e-license terms. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	8:53

Title and description

Lunghezza

Training resource

Basics of ILL deflection
In this video, you will have an overview of how lending libraries can set up deflections in OCLC interlibrary loan services by changing the supplier status, setting up category-level deflection in OCLC Policies Directory, and setting up item-level deflections in local holdings records, or LHRs.

Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!

10:43

ILL Deflection for electronic resources

In this video you will learn how to set Interlibrary loan terms for OCLC interlibrary loan services for your electronic resources, including your e-book collections, articles, and databases. You will learn how to activate your WorldCat knowledge base collections for enhanced ILL, and how to create deflection policies for your electronic collections.

Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!

7:20

Set ILL deflections in WorldShare License Manager

This video provides instructions in how to set up deflections for OCLC interlibrary loan for electronic resources configured in WorldShare License Manager, according to your e-license terms.

Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!

8:53

Prestito

Title and description	Lunghezza	Training resource
WSILL Borrowing - Borrowing requests During this course, you will learn in detail about the borrower activities available in the service and how member libraries can create and process staff-initiated ILL requests and how to allow and mediate patron-initiated ILL requests. Introduzione Basics of WSILL Borrowing Submit and process ILL requests as library staff Configure patron-initiated ILL requests Configure automation as Borrower Process patron-initiated ILL requests Conclusion	67:00	View a recorded session (7 January 2026) Note: This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. Transcript (7 January 2026) Presentation slides (7 January 2026) Learner guide After completing the course , please take a few moments to complete the survey. Thank you!
WSILL Borrowing - Manage ILL requests as Borrower During this course you will learn how to manage ILL requests, including using batch processing options, solve some issues with requests, request renewals, create and manage Off-System requests, and generate and analyze ILL statistics reports for Borrowers. Introduzione Process conditional ILL requests Receive and return ILL items (including batch options) Printing Request ILL renewals Solve issues with ILL requests (including unfilled and expired statuses) Off-System ILL requests Generate and analyze WSILL statistics reports Conclusion	66:00	View a recorded session (15 January 2026) This recording contains chapters and transcripts. Click a chapter name to navigate to a specific topic in the recording. If you prefer, you can speed up the recording viewing by clicking "Play" and choosing from the available playback speeds (from 1x to 1.25x, 1.25x, or 2.0x). Chapter names, transcripts, and speed options are only available when viewing the recording from your computer. Transcript (15 January 2026) Presentation slides (15 January 2026) Learner guide After completing the course , please take a few moments to complete the survey. Thank you! Test your knowledge: Access WSILL Borrowing quiz After completing the exercise, please take a few moments to complete the survey. Thank you!
Borrower: Create ILL loan requests In questo video le biblioteche prestatrici impareranno come cercare elementi per creare e inviare una richiesta di prestito interbibliotecario nel sistema di prestito interbibliotecario OCLC . Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	12:56
Borrower: Create ILL copy requests In questo video le biblioteche prestatrici impareranno come cercare elementi per creare e inviare una richiesta di copia interbibliotecaria nel sistema di prestito interbibliotecario OCLC . Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	12:51
Process ILL requests as a Borrower- including batch processing options 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, including batch processing options. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	10:17
New For Review ILL requests 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. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	9:44
Stampa fascette libri ed etichette per i resi Questo video mostra come stampare fascette o adesivi per libri ed etichette per la restituzione (5:35 nel video) quando sei la biblioteca richiedente. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	10:20
Richieste ILL: scadute, scadute o non soddisfatte This video covers how a borrowing library should proceed with interlibrary loan requests with the status of expired, overdue, or unfilled in OCLC Interlibrary Loan services. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	9:49
Richieste ILL esterne al sistema del destinatario del prestito 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. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	7:42

Printing

Title and description	Lunghezza	Training resource
Print requests Questo video mostra come stampare le richieste complete. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	7:46
Destinatario del prestito: stampare fascette per libri ed etichette per i resi Questo video mostra come stampare fascette o adesivi per libri ed etichette per la restituzione (5:35 nel video) quando sei la biblioteca richiedente. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	10:20
Lender: Print book straps and shipping labels Questo video mostra come stampare fascette o adesivi per libri e le etichette di spedizione (5:10 nel video) quando sei la biblioteca che effettua il prestito. Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!	8:50

Title and description

Lunghezza

Training resource

Print requests

Questo video mostra come stampare le richieste complete.

Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!

7:46

Destinatario del prestito: stampare fascette per libri ed etichette per i resi

Questo video mostra come stampare fascette o adesivi per libri ed etichette per la restituzione (5:35 nel video) quando sei la biblioteca richiedente.

Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!

10:20

Lender: Print book straps and shipping labels

Questo video mostra come stampare fascette o adesivi per libri e le etichette di spedizione (5:10 nel video) quando sei la biblioteca che effettua il prestito.

Dopo aver completato questo video, si prega di dedicare un momento a completare il sondaggio. Grazie!

8:50

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