Passa al contenuto principale
Supporto OCLC

Resource Sharing for Groups training

  1. Ultimo aggiornamento
  2. Salva come PDF
Find Resource Sharing for Groups training recordings and videos.

 Note: You can open a video in YouTube by:

  • Clicking the title of a video. The video automatically opens in a new tab.
  • Clicking the More button (Screenshot of the YouTube More button in embedded self-paced training videos) > Copy link and pasting the link in a new tab.

Quick start

Watch the following instructor-led training sessions and a short video for a quick start with comprehensive training on Resource Sharing for Groups. The objective of these training materials is to provide an overview of the available functionalities in both Resource Sharing for Groups and WorldShare ILL for staff unfamiliar with parts or all parts of the service. After watching these materials staff would be able to perform basic activities as a borrower and a lender such as search for items, create and process ILL requests, and answer requests. Staff will also understand the concepts of functions such as the OCLC Policies Directory, constant data, custom holdings, IFM, real-time availability, and automation. 

 

Title and description Lunghezza Training resource
OCLC Resource Sharing for Groups

This video provides an overview of OCLC Resource Sharing for Groups functionalities using WorldShare ILL. The video briefly describes the automatic processes by which requests move from the patron or staff initiated requests to Resource Sharing for Groups. The video includes captions.

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

 6:46

Introduction to WorldShare ILL self-paced course

This self-paced course is intended for staff new to WorldShare Interlibrary Loan. This course provides an overview of WorldShare Interlibrary Loan staff features and functionalities, including customization options.

You will find short videos, instructions, useful resources, and an online quiz to evaluate your knowledge.

 N/A

Access the  Intro to WorldShare ILL self-paced course

After completing the course , please take a few moments to complete the survey. Thank you!

Introduction to WorldShare ILL - Get Started

This recording of a live session covers 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 overiw 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

This recording of a live session covers 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!

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.

 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.

 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 course , please take a few moments to complete this brief  evaluation. Your input will help shape our future training materials.

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.

 65:00 View a recorded session (10 July 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 (10 July 2025)

Presentation slides (10 July 2025)

Learner guide 

After completing the course and course quiz, please take a few moments to complete this brief evaluation. Your input will help shape our future training materials.

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.

 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 

Test your knowledge:  Access WSILL Lending quiz 


After completing the course and course quiz, please take a few moments to complete this brief evaluation. Your input will help shape our future training materials.

More focused training

The following  short videos provide further information on WorldShare ILL activities, part of Resource Sharing for Groups,  for staff already familiar with the basic functionalities in the service to use as reference. All videos include captions.

Prestito

 

Title and description Lunghezza Training resource

Borrower: Create ILL loan requests

In this video Borrowing libraries will learn how to search for items to create and send an interlibrary loan request in the OCLC Interlibrary Loan system.

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

 12:56

 

Borrower: Create ILL copy requests

In this video Borrowing libraries will learn how to search for items to create and send an interlibrary copy request in the OCLC Interlibrary Loan system.

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

 12:51

 

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

 

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

 

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

 

Prestito

 

Title and description Lunghezza Training resource
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

 
Prestatore: rispondere a una richiesta di prestito ILL

This video shows how to respond to a loan request as a Lender - including responding yes, no, conditional, and responding to renewal requests.

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

 10:35

 

 

Lender: Respond to an ILL copy request

Questo video mostra come rispondere a una richiesta di copia (rispondere sì, no o con riserva) come prestatore. Include l'applicazione di dati costanti e l'utilizzo di OCLC Article Exchange.

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

 6:24

 

 

 

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

This video shows how to print book straps or stickers and return labels (5:35 in video) when you're the borrowing library.

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

 

Interlibrary Loan Fee Management (IFM)

 

Title and description Lunghezza Training resource

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

 

Configurazioni

The following videos cover topics for staff with roles for ILL administrative tasks and responsible for configuring the service at the library. All videos include captions.

 

OCLC Policies Directory

 

Title and description Lunghezza Training resource
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 - General ILL policies (Borrowing and Lending libraries)
  • 00:10:04 - Impostare i criteri per il prestito solo come biblioteca che effettua il prestito (schede Collezioni e Criteri)

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

 22:47

 

Deviazioni

 

Title and description Lunghezza Training resource

Basics of ILL deflection
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.

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

 10:43

 

 

ILL Deflection for electronic resources

This video shows how to create deflection policies for electronic resources, including your e-bookc collections, articles, and databases. You will learn how to set ILL terms, activate your WorldCat knowledge base, then create deflection policies for your electronic resources.

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

 7:20

 

 

Impostare la deviazione ILL 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, if your library subscribes to this service.

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

 8:53

 

 

Configurazione del servizio OCLC

 

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 this course, please take a moment to complete the survey. Thank you!

Access Automation self-paced course as Academic Library

After completing this course, please take a moment to complete the survey. Thank you!

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

 

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