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WorldShare Interlibrary Loan

With WorldShare Interlibrary Loan, you can:

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Share resources with thousands of libraries all over the world

Person using touchscreen computer

Deliver electronic documents easily and securely

E-reader

Simplify the sharing of e-resources

Computer mouse

Automate many aspects of the ILL process

Librarian

Save money while consolidating management of ILL fees

Bar graph illustration

Analyze borrowing and lending patterns


Share resources with thousands of libraries all over the world

More than 9,000 libraries in 49 countries use the WorldShare ILL network to borrow and lend materials to each other. This gives users access to an enormous collection of library resources. It also provides your library with one, integrated service for all types of materials, including physical, electronic and digital items. WorldShare ILL gets data for items in library collections from the more than 322 million items and 2 billion holdings in WorldCat. For article data, the WorldCat knowledge base provides information about 11,812 content collections.

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Deliver documents easily and securely

Article Exchange provides a single, secure location where lending libraries worldwide can place scanned articles or book chapters obtained through ILL for easy retrieval by requestors. Files are available for 30 days or 5 downloads, and are then automatically deleted. Fully integrated within WorldShare ILL and included at no extra cost, Article Exchange adds convenience, and security to article sharing through interlibrary loan.

Included in an OCLC Resource Sharing subscription at no additional charge, users may upload up to 1,000 files per day per authorization. There is no limit to the number of documents a library user can retrieve daily. Files up to 60 MB—including high-resolution documents—can be placed on the site for pick-up by library users.

Article Exchange eliminates security issues often encountered when documents are transmitted through e-mail, requires no software download or special arrangements for access through a local firewall and provides platform-independent access from PCs, MACs or any operating system.

"The main reason that we use Article Exchange (AE) is that it was really easy to implement into our workflow. [It has also] allowed us to share more of our collection because we have been able to loan more from journals we originally had to deflect. We’ve increased our lending by about 30 percent, which is really nice."   

Joanne McIntyre
Interlibrary Loan Manager at the Levy Library

Learn how Article Exchange is used at the Levy Library, Icahn School of Medicine at Mount Sinai library.

A custom version of Article Exchange is also available. It offers increased local customization including logo and color options, helping to reinforce library branding and service availability.

The custom version supports file sizes up to 120 MB (compared to 60 MB in the basic version). Support for larger files is particularly useful for large documents such as image-rich medical resources. The custom version also transmits documents in formats that can be used by visually impaired users through .doc and .docx formats that can be accessed via screen readers and related devices.

A list of document types supported by Article Exchange is available here.

Order the custom version of Article Exchange.

Students using touch screen computers

Simplify the sharing of e-resources

Article sharing supported by the WorldCat knowledge base simplifies the way your library shares electronic resources such as journal articles and e-books. Lending libraries receive loan requests with direct links to articles they own and are licensed to supply. ILL staff can quickly retrieve needed items without manually consulting multiple sites to determine item location. As with physical materials, you can also set up profiles that set criteria to determine if requests are manually processed or automatically sent to an eligible lender, and whether requests can be made for items your library already owns.

Once you add your local knowledge base data to the WorldCat knowledge base and implement license management functionality, your library can take advantage of enhanced lending display for e-articles. If a selected lender has the electronic article and can lend it, the service displays a direct article link to the lending library. Lending library staff uses that link to connect directly to the full-text article. The lender can then follow the instructions (if provided) and supply a PDF to the borrowing institution via ILLiad, Odyssey, ARIEL or another method.

When both a borrowing and lending library using Direct Request have loaded their local knowledge bases into the WorldCat knowledge base, the system identifies lending libraries more accurately and passes the URL of the needed item directly to the lending library in the ILL request. This eliminates the tedious manual steps of consulting multiple service interfaces to locate a needed item and then consulting a separate source to determine lending policies set by content providers. It also reduces loan requests for items your library owns.

As of April 2014, 714 libraries have enabled sharing of electronic content using the WorldCat knowledge base. As more libraries add their local data and turn on article sharing, lending libraries will receive an increasing number of loan requests that contain direct links to electronic articles in their collections that they are licensed to loan.

The table below lists collections in the WorldCat knowledge base for which at least six libraries have set license terms for interlibrary loan and over 75% of these libraries agree with the Yes/No setting for interlibrary loan. The percentage number indicates the percentage of libraries that have holdings set for a collection that have indicated that license terms permit interlibrary loan of content from that collection.

View list of collections enabled for interlibrary loan »
(Excel file)

We will continue to update this information as more libraries adopt use of the WorldCat knowledge base to support sharing electronic resources through WorldShare Interlibrary Loan and ILLiad.

Learn how to get started with the WorldCat knowledge base today.

E-ready viewing an article

Automate many aspects of the ILL process

WorldShare ILL replaces many manual processes traditionally required to select lenders, determine availability of needed items before requesting them and identify lender fees. Manual data entry for elements such as library address and often-used messages is virtually eliminated by data elements configured and maintained within the service.

As a lender, your library can define policies in the OCLC Policies Directory to automatically deflect ILL requests based on criteria such as:

  • Request Service type (copy/loan)
  • Group membership
  • Cost
  • Material age
  • Format type
  • Custom holding group

The result is fewer requests for your staff to consider that your library can’t fill. These requests then move on to appropriate lenders, so users receive requested items quickly.

The constant data feature of WorldShare ILL saves time for both borrowers and lenders. With it, a library can create data records that simplify and streamline data entry on loan requests and workforms. ILL staff can create constant data records to fit any routine borrowing situation. For example:

  • If you handle all ILL transactions at your main library, but want lenders to ship materials directly to branches when appropriate—you could have a different constant data record for each of your branches—this removes the need to complete this data manually on each and every request.
  • If your preferred delivery method for copies is Article Exchange then you would create a constant data record so you are not manually adding this to every new request you create.

Similarly, Libraries that lend via ILL can create a constant data record to fit any routine lending situation. For example, you would have a constant data record for all of the return to information for loan requests so you are not manually adding to each request.

Computer mouse

Save money while consolidating management of ILL fees

Unique to OCLC, the ILL Fee Management (IFM) feature of WorldShare ILL lets you reconcile resource sharing charges and payments through your monthly OCLC invoice. Participating libraries report an average savings of more than $45 on each request by eliminating invoices and check writing for individual transactions.

For borrowing libraries, using the feature is as easy as clicking a checkbox and entering the maximum cost you are willing to pay for an item on the ILL workform. Your monthly OCLC invoice will include additional line items showing:

  • IFM Library to Library Borrowing Debit
  • Charges your library incurred for borrowing items
  • IFM Library to Library Lending Credit
  • Credits your library receives for supplying items
  • IFM Transaction charge

Future enhancements to WorldShare Interlibrary Loan will enable you to use IFM to pay for materials from content providers in addition to lending libraries.

NOTE: Beginning July 1, 2014, a $ 0.25 transaction fee will be added to each borrowing request filled through IFM. This small fee will support OCLC’s investments in expanding use of IFM by OCLC ILL members. This information was included in the annual ILL subscription renewal communication distributed in late April 2014.

Librarians using a computer

Analyze borrowing and lending patterns

A variety of reports can help you analyze your resource sharing workflow or borrowing and lending patterns. You'll be able to share meaningful data with your collection-development staff, administrators and funding bodies.

  • Fee management: Monthly detailed reports itemize library-to-library debits and credits on your OCLC bill. This report is generated automatically for libraries that use Fee Management.
  • Reasons for no: Monthly reports for both borrower and lender activity help lenders evaluate their fill rate and borrowers to refine their Custom Holdings groups. Reports provided in quote and comma-delimited format.
  • Reciprocity: Use WorldShare Interlibrary Loan statistics to create reports of your library's borrowing and lending activity with libraries of your choice. This data can be used to manage interlibrary loan partnerships such as reciprocal borrowing agreements. Retrieve this report from the "Assessment" section of the OCLC Usage Statistics www.stats.oclc.org website.
  • Lender report: Lender fill rates and average turnaround time for a period of time you specify.
  • Monthly activity: Print report of borrowing-to-lending ratio, filled versus unfilled requests, average monthly turnaround time for receiving items and more.
  • Resource Sharing Management statistics: Monthly raw data about WorldShare Interlibrary Loan activity. Customize these statistics using your own spreadsheet or database program.

These reports are available as part of an OCLC ILL subscription.

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Sharing tailor-made for library groups

Library groups and consortia can achieve efficient, cost-effective pooling of collections with WorldShare Interlibrary Loan. Setup is simple, especially if participants are already OCLC member institutions. Libraries in the group easily contribute their holdings to WorldCat, so they are visible to WorldCat searchers.

View a list of Resource Sharing groups »

Group Access Capability (GAC) organizations, ad hoc associations of libraries united by subject matter, geography or another attribute, can also use WorldShare Interlibrary Loan. All members have access to each other's bibliographic, locations and summary holdings records. The largest of these groups is the Libraries Very Interested in Sharing (LVIS).

OCLC has created its own Global Sharing GAC to facilitate lending across national boundaries.

Learn how your institution can become a part of it »

Future functionality for WorldShare ILL

WorldShare Interlibrary Loan is enhanced regularly with new functionality. The table below lists recent and planned WorldShare Interlibrary Loan enhancements. Additional details about features recently added to the service are provided in WorldShare ILL Release Notes.

Browsers tested with WorldShare ILL in May 2014 are:

  • Chrome version 34.0.1847 116 m
  • Firefox 28
  • Internet Explorer versions 9 and 10

Recently released features and planned enhancements

Feature Availability date
Discovery enhancements Ongoing
Expand direct request to 15 lenders Available
Batch printing of more than 100 requests Available
Clear all previous WorldCat searches Available
Append physical description verification field Available
Default workform in WorldCat Discovery Available
Workflow enhancements for batch processing Available

Display additional bibliographic details:

  • Preceding/succeeding titles
  • 856 URLs
  • Contents notes with additional subfields
Available
British Library purchase workflow pilot July 2014
Manual update of Lender to New replaces auto-update July 2014
Manual update of Borrower Not Reviewed status to Reviewed replaces auto-update July 2014
Reprint bookstraps, book stickers, shipping and return labels July 2014
Customizable patron request form in WorldCat Discovery August 2014
A4 printing support To be determined
WorldShare ILL integration with WorldCat Discovery for placing requests To be determined
Policies Directory Days to Respond indicator for 24 or 48 hours To be determined
Clear all print workflows To be determined
Copyright Clearance Center Get It Now integration with WorldShare ILL To be determined
OpenURL request form To be determined
Workflows for IFM refunds and lost materials To be determined
IFM trigger on Shipped To be determined

View a list of known issues with the WorldShare Interlibrary Loan service.

Support for international interlibrary loan

Article Exchange

Remove the guess-work from delivery of large files to your users. Article Exchange lets you place files as large as 60MB on a secure site for pick-up by authorized users. It supports delivery of documents in the following formats: BMP, GIF,J2K, JIF, JFI, JFIF, JP2,JPE, JPEG, JPF, JPM, JPX, JPG, MDI, MJ2, PEG/JFIF, JPEG 2000, PDF, PNG, PSD, TIF, TIFF, TGA, TPIC and WEBP.

Automatic deletion of viewed documents after five days and unviewed documents after 30 days supports compliance with standard copyright rules. (Library staff must also comply with local copyright laws.)

GEBAY

The Bavarian State Library (OCLC symbol, GEBAY) and ImageWare have partnered to provide a service that allows OCLC resource sharing libraries to print from the cloud. The MyBib eL® platform will allow GEBAY to send libraries a link from which a first page can be viewed, then the document can be printed from the system—but not viewed or downloaded—in accordance with European copyright laws.

ILL Fee Management

In WorldShare Interlibrary Loan, you can use the ILL Fee Management (IFM) feature to reconcile resource sharing charges and payments through your monthly OCLC invoice. This eliminates separate invoices and check-writing, and saves an average of US $45.00 per request. OCLC is working on future enhancements to expand IFM functionality.

Learn more

WorldShare Management Services logo

WorldShare Interlibrary Loan is available as a stand-alone service or as part of the WorldShare Management Services suite.

Learn more about WorldShare Management Services »

Upcoming Events

Watch this space for upcoming WorldShare Interlibrary Loan events.

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