Documentation
WorldCat Resource Sharing User Guide
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Support for OCLC WorldShare Interlibrary Loan
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Resource Sharing glossary
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WorldCat Resource Sharing User Guide
WorldCat Resource Sharing User Guide
About This Guide
Overview
Content History
Typographic Conventions
Availability
Acknowledgments
1 OCLC WorldCat Resource Sharing
1.1 Introduction to WorldCat Resource Sharing
1.2 The Basic Interlibrary Loan Cycle
1.3 WCRS Features
1.4 Group Access Capability
1.5 OCLC Direct Request via FirstSearch
1.6 ISO ILL Applications
1.7 Administrative Functions
2 Request Manager
2.1 Overview
2.2 Searching Requests
2.3 Actions
2.4 Request Status
2.5 Special Messages
2.6 Request History
2.7 Workform/Request Field Definitions
3 Access and Authorizations
3.1 Access and Authorizations
3.2 FirstSearch/ILL Linking
4 Additional Loan Cycles
4.1 Cannot Lend (No)
4.2 Conditional
4.3 Renewal
4.4 Not Received
4.5 IFM Failure
5 Resource Sharing Functions in the WorldCat Services Administrative Module
5.1 Patron ILL Settings
5.2 Staff ILL Settings
5.3 Per-Article Purchase
5.4 OpenURL Links
6 Reports in OCLC Usage Statistics
6.1 Overview
6.2 WorldCat Resource Sharing Reports
6.3 WorldCat Navigator Reports
7 OCLC Policies Directory
7.1 Overview
7.2 Searching
7.3 Search Results
7.4 Profile Information
7.5 Collections, Contacts, Schedule
7.6 Creating Policies
7.7 Creating Deflection Policies
7.8 Deflection Exceptions
7.9 Example Deflection Policies
7.10 Deflection Policy Formats
7.11 Changing Supplier Status
8 OCLC FirstSearch/ILL Direct Request Link
8.1 Overview
8.2 Creating the Direct Request Link
8.3 Reviewing Direct Requests
9 OCLC ILL Fee Management Service
9.1 Overview
9.2 Billing
9.3 Initiating ILL Fee Management
9.4 Responding to ILL Fee Management
10 Creating a WCRS Request (Borrower)
10.1 Interlibrary Loan Request (Patron)
10.2 Workform (Staff)
10.3 Direct Request Workform (Staff)
10.4 E-mail Workform (Staff)
10.5 Lender String Using Group or Custom Holdings
10.6 Example Initial Request
11 Choosing Lenders (Borrower)
11.1 Overview
11.2 Libraries that Own Item screen
12 Processing Unsubmitted Requests (Borrower)
12.1 Unsubmitted Requests
12.2 Next Steps/Actions
12.3 Example Submitted Request
13 Responding to an Initial Request (Lender)
13.1 Overview
13.2
In Process
Status
13.3 Responding
Yes
13.4 Responding
No
13.5 Responding
Conditional
13.6 Responding
Future Date
14 Processing a Lender Response (Borrower)
14.1 Lender Responds
Yes
: Borrower Receives the Item
14.2 Lender Responds
No
: Borrower Takes No Action
14.3 Lender Responds
Conditional
: Borrower Accepts/Declines
14.4 Lender Responds Future Date: Borrower Reviews Due Date
15 Additional Borrower Activities
15.1 Requesting a Renewal
15.2 Responding to a Recall
15.3 Reinitiating a Request
15.4 Deleting a Request
16 Additional Lender Activities
16.1 Conditional/Pending
16.2 Retry/Pending
16.3 Responding to a Renewal Request
16.4 Recalling an Item
16.5 Creating a Request with Your Library as Borrower
17 Completing a Loan Cycle
17.1 Introduction
17.2 Borrower Returns Item
17.3 Lender Completes Loan Cycle
18 Special Messages
18.1 Introduction
18.2 Lender to Borrower: Received?
18.3 Borrower to Lender: Not Received
18.4 Lender to Borrower: Overdue
18.5 Borrower to Lender: Complete?
19 Batch Update
19.1 Overview
19.2 Step 1: Choose a Next Step
19.3 Step 2: Assign Request IDs to Actions
19.4 Step 3: Update All Categories
19.5 Step 4: Output Options
19.6 Step 5: Return and Review Update
19.7 Unsuccessful Update
20 Printing from Request Manager
20.1 Overview
20.2 Printing Requests
20.3 Printing Single Shipping/Return Labels
20.4 Printing Batch Shipping/Return Labels
20.5 Printing Book Straps
20.6 Printing Book Stickers
A Editable Fields
A.1 Editing Based on Request Status: Borrower
A.2 Editing Based on Request Status: Lender
A.3 Editing Based on Field Name: Borrower
A.4 Editing Based on Field Name: Lender
