WorldShare Interlibrary Loan self-paced training
Find WorldShare Interlibrary Loan training quizzes, recordings, simulations, and videos.
Iniziare
| Title and description | Lunghezza | |
|---|---|---|
| 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. |
1:31:00 | View recorded session (October 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. Transcript (October2024)Presentation slides (October 2024) Learner guide Access the course quiz After completing the course and course quiz, please take a few moments to complete this brief survey. Your input will help shape our future training materials. |
| Creare dati costanti per 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. |
8:37 | |
| Custom holdings for interlibrary loan 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. |
13:14 | |
| OCLC IFM - Interlibrary Loan Fee Management Questo video fornisce una panoramica dell'IFM e di come le biblioteche che prendono in prestito e prestano possono configurare l'IFM come metodo di pagamento. |
7:37 | |
| Stabilire le politiche ILL nel Repertorio delle politiche OCLC Le biblioteche che utilizzano i servizi di prestito interbibliotecario di OCLC impareranno a impostare e/o modificare le politiche in OCLC Policies Directory. |
22:47 | |
| Scambio di articoli OCLC 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. |
6:41 | |
| Curate e curate i vostri dati costanti: Un workshop This workshop focuses on creating data records that can be saved and applied to both borrowing and lending requests. |
53:00 | View recorded workshop
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center. |
| Costruite le vostre Aziende personalizzate: Un laboratorio This 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. |
55:00 | View recorded workshop
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center. |
| Gestione automatica delle richieste 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 self-paced course |
| Automatizzare il processo di richiesta: Un workshop This workshop discusses the Automated Request Manager in the OCLC Service Configuration to automate processing of new borrowing requests. |
64:00 | View recorded workshop
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center. |
| Make your Usage Statistics Count: A workshop This workshop discusses using OCLC ILL Usage Statistics to show the value of your ILL services, streamline workflows, and update policies. |
60:00 | View recorded workshop
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center. |
| 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. |
42:42 |
Prestito
| Title and description | Lunghezza | |
|---|---|---|
| WorldShare ILL - Prestito 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. |
1:27:00 | View a recorded session (August 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. Transcript |
| Scambio di articoli OCLC
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. |
6:41 | |
| Rispondere a una richiesta di prestito ILL
Questo video mostra come rispondere a una richiesta di prestito come Prestatore, comprese le risposte affermative, negative, condizionali e le risposte alle richieste di rinnovo. |
6:12 | |
| Rispondere a una richiesta di copia ILL 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. |
3:47 | |
| Lender Off-System ILL requests This video covers how lending 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. |
9:51 |
Deviazioni
| Title and description | Lunghezza | |
|---|---|---|
| Nozioni di base sulle deflessioni This video provides an overview on the types of ILL deflections and how you can set up deflections for items your library does not loan through ILL, including supplier status. |
10:54 | |
| Deviazione delle collezioni di basi di conoscenza Questo video esamina i passi necessari per sviare le richieste basate su termini di licenza elettronica che limitano l'ILL. |
5:39 | |
| Deviazione di tutti gli oggetti elettronici This video shows how to create deflection policies for all electronic items, reviews the impact it has on requests, and shows where to review statistics on requests deflected. |
5:45 | |
| Mettere a punto le politiche e le deviazioni: Un workshop This workshop focuses on setting and communicating your ILL policies, using automatic deflections to your advantage, and assessing the effectiveness of your deflection settings. |
42:00 | View recorded workshop
Note: You must have access to the OCLC Community Center in order to view this workshop. For more information, see Sign in to the OCLC Community Center. |
Prestito
| Title and description | Lunghezza | |
|---|---|---|
| WorldShare ILL - Prestito 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. |
1:26:00 | View a recorded session (Nov 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. TranscriptPresentation slides (Nov 2024) Learner guide Access the course quiz After completing the course and course quiz, please take a few moments to complete this brief survey. Your input will help shape our future training materials. |
| Borrower: Create ILL loan requests In questo video le biblioteche mutuatarie impareranno a cercare gli articoli per creare e inviare una richiesta di prestito interbibliotecario nel sistema OCLC Interlibrary Loan. |
12:56 | |
| Borrower: Create ILL copy requests In questo video le biblioteche in prestito impareranno a cercare gli articoli per creare e inviare una richiesta di copia interbibliotecaria nel sistema di prestito interbibliotecario OCLC. |
12:51 | |
| Elaborare le richieste ILL in qualità di Prestatore 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. |
10:17 | |
| Nuovo Per le richieste ILL di revisione 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. |
9:44 | |
| Stampa di fascette ed etichette per la restituzione dei libri Questo video mostra come stampare le fascette o gli adesivi dei libri e le etichette per la restituzione (5:35 nel video) quando si è la biblioteca di prestito. |
10:20 | |
| Configurare la richiesta di WorldCat Discovery avviata dal cliente Learn how to configure patron-initiated ILL request for WorldCat® Discovery to allow your patrons to search and identify items, then initiate requests. |
12:08 | |
| Richieste: Scadute, in ritardo o non evase This video covers how to proceed with requests with the status of expired, overdue, or unfilled in WorldShare ILL |
7:12 | |
| Borrower Off-System ILL requests 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. |
7:42 |
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