Frequently asked questions
The new resource sharing service takes advantage of the benefits provided by the OCLC WorldShare® Platform and uses new technology that wasn’t available at the time the current service was developed.
The WorldShare Platform supports interoperation with other resource sharing-related resources such as the OCLC Policies Directory and library ILSs. It will also interoperate with other applications on the platform over time, such as Circulation and Acquisitions. In addition, staff at libraries and other service organizations will be able to use future Web services and APIs on the platform to develop and share new, innovative applications that will connect OCLC data and resource sharing applications with other tools library staff and users depend on.
Are all WorldCat Resource Sharing users required to move to the new WorldShare Interlibrary Loan service?
Yes. WorldShare Interlibrary Loan will replace WorldCat Resource Sharing, in the same way the current WorldCat Resource Sharing service replaced OCLC’s previous interlibrary loan service more than 10 years ago. Access to WorldCat Resource Sharing will end on January 3, 2014.
No. Use of the new WorldShare Interlibrary Loan and associated training is included in your current subscription to WorldCat Resource Sharing.
What are the primary differences I should expect between WorldCat Resource Sharing and WorldShare Interlibrary Loan?
WorldShare Interlibrary Loan will be accessible from a new interface—the same one that supports all of OCLC’s WorldShare Management Services applications. This means it is built to interoperate with those other applications in a cloud-based environment.
As experienced interlibrary loan users, you should find your transition to the new service to be an easy one. In fact, we expect that enhancements and new functionality will make it even easier to use than WorldCat Resource Sharing.
Similar to the current WorldCat Resource Sharing service, the Web-based WorldShare Interlibrary Loan does not require the installation or maintenance of software on your local computers. All updates made by OCLC will be automatically accessible by all users of the service.
OCLC's strategy for future development of its delivery services is provided in a white paper, "Meeting the Delivery Challenge."
Yes. You will need to create a new OCLC Services user account in order to access WorldShare Interlibrary Loan. Information about new user accounts is available in the following resources:
Yes. Custom Holdings will continue to be supported in WorldShare Interlibrary Loan. The Custom Holdings groups you have created in the WorldCat Services Administrative module will remain available for your use in WorldShare Interlibrary Loan, and can be used to customize your holdings display.
To learn more about setting up and managing Custom Holdings, see the tutorial.
Relationship with other ILL services
The introduction of WorldShare Interlibrary Loan does not require ILLiad users to make any changes at this time. Starting with the release of ILLiad version 8.4, ILLiad users will begin to see some enhancements that are coming as a result of the transition from WorldCat Resource Sharing to WorldShare ILL. One example is a lender string of 15 lenders.
ILLiad users who consult WorldCat Resource Sharing for some interlibrary loan work - for example to search WorldCat through WorldCat Resource Sharing - will need to move this searching to WorldShare ILL by January 3, 2014. Information about setting up new accounts required for access to WorldShare ILL are available on the WorldShare ILL Getting Started page.
Ongoing enhancements to OCLC's resource sharing services also mean enhancements to the OCLC Web services used by Clio and other partners to connect their services to OCLC. And, as new Web services are released, older versions are discontinued in order to insure the best possible experience for users of these Web services.
Clio's versions 6.7.1 or higher work with OCLC's latest resource sharing Web service to provide new functionality that includes an Alert field and updated formatting of addresses for mailing labels. Here are more details:
- The Alert field was added to support Article Exchange and other time-sensitive URL links that a borrowing library needs to be aware of and that requires an action from the borrowing library.
- The "Ship To," "Bill To" and "Return To" address fields have been replaced with the individual address labels to support printing label functionality in the new OCLC WorldShare Interlibrary Loan service.
All Clio users were required to use Clio version 6.7.1 or higher by July 8, 2013 in order to maintain interaction with OCLC resource sharing as part of their ILL workflows.
Clio users should contact Clio Technical Support at firstname.lastname@example.org or 1-817-716-3475 or visit the Clio website for assistance with their use of Clio software.
Yes. The direct request functionality will be supported in the new service. Administration of your library's direct request profiles is now managed in OCLC Service Configuration.
A new patron request form will work hand-in-hand with direct request profiles and with a new user experience for FirstSearch. The release date for the new user experience for FirstSearch has not yet been confirmed.
At this time, the FirstSearch request form and direct request for patrons through FirstSearch and WorldCat Local continue to work as designed, and requests can be processed in either WorldCat Resource Sharing or WorldShare ILL.
Yes. Searching will be different from what you have experienced in recent years, when both library staff and users search the WorldCat database through the FirstSearch interface.
A new user experience for FirstSearch will support searching by library users and public-facing library staff who do not work directly on the WorldShare Interlibrary Loan service. ILL staff will use an interface within WorldShare ILL that supports their ILL workflows.
Regardless of the interface searched, all searches will retrieve information from the same WorldCat database that provides a foundation for OCLC's resource sharing services.
Yes, ISO ILL is supported and we will continue to support it for as long as ISO ILL is recognized standard in the library industry. WorldCat Navigator and VDX will continue to use ISO ILL to integrate with WorldShare Interlibrary Loan.
Preparation and planning
There are several things you can do in advance to prepare for your use of the service. These include:
Use of one of the following browsers is required for WorldShare Interlibrary Loan.
- Mozilla Firefox® 23.0.1 (preferred browser)
- Google Chrome version 29.0.1547.62 m
- Microsoft® Internet Explorer, versions 8.0, 9.0 or 10.0*
Note: Microsoft® Internet Explorer version 7 does not support any WorldShare Interlibrary Loan functionality.
PLEASE NOTE: Functionality in WorldShare Interlibrary Loan is scheduled to be updated on a quarterly basis in February, May, August and November. During these updates, the service is tested with specific browser versions to confirm it functions correctly with different browsers. The browsers and versions listed here are those most recently tested with WorldShare Interlibrary Loan.
Newer browser versions are needed to enable use of the new and expanded features of WorldShare Interlibrary Loan. The new service will not work with other browsers or browser versions. You will probably find that these newer, more secure browsers will also enhance your use of other Web sites and services used by your staff and library users.
In preparation for your transition to WorldShare Interlibrary Loan in 2013, you must upgrade your library’s browsers to one of the required browsers listed above. If you are not sure which browser is in use at your library, please see http://www.thismachine.info.
* See the Microsoft “Windows lifecycle fact sheet”.
If our institution is using a version of Microsoft© Internet Explorer previous to version 8, can we still participate in the migration?
You must use one of the recommended browsers listed above in order to use the new WorldShare Interlibrary Loan service. These newer browser versions are needed to support the new and expanded functionality of the service.
Moving to the new service
WorldShare ILL is available to all WorldCat Resource Sharing users worldwide. You may choose the time that works best for your library's transition to the new service, as long as you complete your transition by January 3, 2014, when access to WorldCat Resource Sharing ends.
Keep in mind that no new requests can be initiated in WorldCat Resource Sharing starting November 25, 2013. Starting November 25, you must initiate all new requests in WorldShare Interlibrary Loan.
Will pending WorldCat Resource Sharing requests migrate to WorldShare Interlibrary Loan on January 3, 2014?
Yes. Pending WorldCat Resource Sharing requests will migrate to WorldShare Interlibrary Loan in December, so you will be able to continue work on them when access to WorldCat Resource Sharing ends January 3, 2014. Note that the ability to place new requests in WorldCat Resource Sharing will end in November 25, 2013. At this time, all of your existing requests will be accessible in both user interfaces and you may complete active transactions in the new service. All new requests will have to be created in WorldShare Interlibrary Loan.
We estimate library staff will need to devote 3 to 6 hours to this migration effort if they attend all training sessions.
Your first step toward using WorldShare Interlibrary Loan is to let us know you are ready to begin. Just visit the Getting Started area for WorldShare Interlibrary Loan and follow the steps outlined there.
How can I learn more about how to use WorldShare Interlibrary Loan? Are training resources available?
Following your registration, you may review the variety of training and documentation resources available to help you become familiar with the new service.
Please contact your regional OCLC Customer Support desk with questions about the service.