Frequently asked questions for managed migration participants
We are developing a new resource sharing service to take advantage of the benefits provided by the OCLC WorldShare™ Platform and to use new technology that wasn’t available at the time the current service was developed.
The WorldShare Platform will support 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 December 31, 2013.
No. Use of the new WorldShare Interlibrary Loan and associated training is included in your current subscription to WorldCat Resource Sharing.
This site will be updated regularly with new information about our plans for the service.
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.
You will need to create a user name and password using your WorldCat Resource Sharing authorization.
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.
Will we be able to see item availability of the materials at other libraries for borrowing functions?
If you have WorldCat Local or WorldCat Local “quick start” and an ILS that interoperates with WorldCat Local, you can display location, status and call number information in WorldShare Interlibrary Loan.
The introduction of WorldShare Interlibrary Loan does not require ILLiad users to make any changes at this time.
We have initiated discussions with CLIO, but you may wish to contact CLIO about your usage.
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® (preferred browser)
- Google Chrome
- Microsoft® Internet Explorer, versions 9.0 or higher*
Note: Microsoft® Internet Explorer version 7 does not support any WorldShare Interlibrary Loan functionality. We expect to enable use of Microsoft® Internet Explorer version 8 by February 2013.
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, we recommend that you 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.
We recommend completing your browser change or upgrade before you begin to use the new WorldShare Interlibrary Loan service.
* See the Microsoft “Windows lifecycle fact sheet”.
If our institution is using a version of Microsoft© Internet Explorer previous to version 9, 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.
What is the timeframe for my participation in a WorldShare Interlibrary Loan managed migration group?
This managed migration is scheduled to last from early November 2012 through the full release of the service, currently scheduled for February 2013.
Will we be able to choose when we migrate, after February but before December 2013, so we can plan for what time period works best for us?
If you choose not to be involved in the early migration, and your library is not part of a group subscription, yes, you can choose to migrate at your convenience when you are ready.
Can my library continue to practice using the new service before we complete our migration to WorldShare Interlibrary Loan?
Following your completion of training on use of the new WorldShare Interlibrary Loan service, you should plan to complete your migration so that all of your interlibrary loan activity occurs within the same service.
Will pending WorldCat Resource Sharing requests migrate to WorldShare Interlibrary Loan in December 2013?
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 31 December 2013. Note that the ability to place new requests in WorldCat Resource Sharing will end in November 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.
What are the advantages to joining a managed migration group rather than waiting until full migration to the new service begins in February 2013?
As a managed migration participant, you will benefit from personal support during your initial use of the new service, including online training and consultation with OCLC experts. You will also be able to provide feedback on new training resources and documentation that will support the larger transition of all WorldCat Resource Sharing users to WorldShare Interlibrary Loan in 2013.
We estimate library staff will need to devote 3 to 6 hours to this migration effort if they attend all training sessions. This estimate includes two optional, 90-minute training sessions available to migration participants.
To get started, register online. OCLC will review your registration to confirm that service functionality available in November 2012 will support your current ILL workflows. Once your participation is confirmed, you will receive the information you need to begin use of the new service in November. This will include attending any of the optional training sessions, which are offered on a weekly basis.
You will be able to migrate during the open migration period, currently scheduled to begin in February 2013.
We have an experienced support team available to help your staff as you begin to use the new service. Support requests should go through firstname.lastname@example.org. Otherwise, register online and we will subscribe you to the WorldShare Interlibrary Loan listserv (WORLDSHARE-ILL-L@OCLC.ORG). Both implementation and product staff are on that list and will respond in a timely manner. Important dates and communications will also come through the listserv.
Support, training and documentation
What kind of support will my library receive if we participate in this early managed migration group?
Your staff will work closely with OCLC staff through the program. You will have personal contact with our training staff, within and outside of the scheduled training sessions.
OCLC will also provide written documentation to guide you through your use of the new service.
Training for this phase of migration will be offered beginning the week of November 14, 2012. There will be two different topical training classes. You may take the training when it fits your schedule.
Note: Due to the configuration process that is required, please sign up for training only after successfully registering for the managed migration.
Documentation and recording training resources are now available on the migration resources Web site.