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Training

Tutorials

WorldCat Local Tutorials

System requirements for these tutorials are below. The listed run times are approximations. The amount of time needed to complete a tutorial will vary with each individual.

WorldCat Local knowledge base

  • How to manage your open access collections
    This tutorial shows how to use OCLC Service Configuration to manage your open access collections.
    Flash-based. Run time: 5 minutes

    View the tutorial

  • How to set your WorldCat knowledge base holdings
    This tutorial shows how to use OCLC Service Configuration to set your WorldCat knowledge base holdings.
    Flash-based. Run time: 5 minutes

    View the tutorial

  • How to activate the WorldCat Local "View Now" link to e-resources
    This tutorial shows how to use OCLC Service Configuration to activate the "View Now" link in your WorldCat Local.
    Flash-based. Run time: 2.5 minutes

    View the tutorial

  • How to enable interlibrary loan for your WorldCat knowledge base
    This tutorial shows how to use OCLC Service Configuration to switch on interlibrary loan for your WorldCat knowledge base.
    Flash-based. Run time: 4 minutes

    View the tutorial

  • How to activate the resource sharing link
    This tutorial shows how to use the First Search Administrative module to enable the Resource Sharing link.
    Flash-based. Run time: 2 minutes

    View the tutorial

Course Reserves

  • What are course reserves and how do you use them?
    Discover how instructors, students and library staff use course reserves. This tutorial gives an overview of course reserves and what tasks are performed by the various roles.
    Flash-based. Run time: 3 minutes

    View the tutorial

  • Course reserves logon
    Describes the different permission levels and what each level can do.
    Flash-based. Run time: 2 minutes

    View the tutorial

  • Find course reserves
    Shows how to find course reserves. Includes how to display all of your library's course reserves and what parts of a course reserve are searched.
    Flash-based. Run time: 3 minutes

    View the tutorial

  • Find an inactive course reserve
    Shows how to find inactive course reserves. Explains why some course reserves are inactive.
    Flash-based. Run time: 1 minute

    View the tutorial

  • Create a course reserve
    Shows how to set the status of a course reserve. Explains the different statuses.
    Flash-based. Run time: 2 minutes

    View the tutorial

  • Set the status of a course reserve
    Shows how to find inactive course reserves. Explains why some course reserves are inactive.
    Flash-based. Run time: 1 minute

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  • Edit a course reserve
    Shows how to edit course reserve information and save the changes.
    Flash-based. Run time: 2 minutes

    View the tutorial

  • Duplicate a course reserve
    Shows how to create a new course reserve by duplicating an existing one.
    Flash-based. Run time: 2.5 minutes

    View the tutorial

  • Delete a course reserve
    Shows how to delete course reserves.
    Flash-based. Run time: 1 minute

    View the tutorial

  • Add items
    Shows how the Course Manager and the Course Maintainer add items to course reserves.
    Flash-based. Run time: 3 minutes

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  • Create a temporary item
    Shows how to create and add a temporary item to a course reserve. Explains what a temporary item is and why you may need to create one.
    Flash-based. Run time: 2 minutes

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  • Edit an item
    Shows how to edit a temporary item.
    Flash-based. Run time: 2 minutes

    View the tutorial

  • Remove items
    Shows how to remove an item from a course reserve.
    Flash-based. Run time: 2 minutes

    View the tutorial

  • Print course reserves
    Shows how to print the course reserve and its items.
    Flash-based. Run time: 1 minute

    View the tutorial

Searching and retrieving

  • Search WorldCat Local
    Shows how to do a basic keyword search and how to refine the search results. Covers the ranking of search results, the relevancy sort order and more.
    Flash-based. Run time: 8 minutes

    View the tutorial

  • Advanced Searching
    Shows how to use the Advanced Search screen. Includes command line searching, Boolean operators, wildcards, truncation and more.
    Flash-based. Run time: 8 minutes (without viewing optional examples)

    View the tutorial

  • Get the Item
    Shows how to determine whether or not an item is available and how to obtain the item you want. Includes requesting online articles, serials and electronic resources.
    Flash-based. Run time: 8 minutes

    View the tutorial

Customizing the service configuration module

  • User Interface
    Shows how to customize your library's WorldCat Local user interface.
    Flash-based. Run time: 8 minutes

    View the tutorial

  • Search Results
    Shows how to customize your library's WorldCat Local search results display.
    Flash-based. Run time: 8 minutes

    View the tutorial

  • Open URL Resolver
    Shows how to specify your library's OpenURL resolvers that link your patrons to full text and your interlibrary loan service. Includes how to enter button labels and specify when the button will display.
    Flash-based. Run time: 5 minutes

    View the tutorial

  • Place Hold/Request Buttons
    Shows how to customize the way your users secure items via WorldCat Local. Includes how to label your fulfillment button and specify when it will display.
    Flash-based. Run time: 3 minutes

    View the tutorial

  • Holding Codes Translation Table
    Shows how to set your library's Local Holdings Record option and configure a table to display location names you want your WorldCat Local users to see.
    Flash-based. Run time: 10 minutes

    View the tutorial

  • Licensed Content and Databases
    Shows how to configure WorldCat Local to enable access to both OCLC content and content from other database providers.
    Flash-based. Run time: 12 minutes

    View the tutorial

  • ILS Support and Maintenance
    Shows how to specify an email address for user feedback, list system hours and contact information.
    Flash-based. Run time: 5 minutes

    View the tutorial

  • Customizing the Search box
    Shows how to create your library's WorldCat Local search box. Includes how to select layout options, preview your work and generate the HTML code.
    Flash-based. Run time: 5 minutes

    View the tutorial

How it works

  • WorldCat Local Interoperability
    Shows how WorldCat Local Interoperates with your local catalog to retrieve real-time availability information.
    Flash-based. Run time: 5 minutes

    View the tutorial or see the PDF version (1 page)

System requirements

System requirements for Flash-based tutorials:

  • Adobe Flash Player. Get Adobe Flash Player
  • Best viewed in 1024x768 screen resolution.
  • Microsoft® Internet Explorer 5.5 or higher.
  • Firefox 1.x or higher.
  • For other browsers, check the list of system requirements on the Adobe Web site at http://www.adobe.com/products/flash/systemreqs/