About This Guide
Purpose
OCLC WorldCat Resource Sharing User Guide presents detailed information for using the OCLC WorldCat Resource Sharing service (WCRS).
Scope
Although interlibrary loans can be initiated for materials found in most FirstSearch databases, this Guide assumes that library staff are working in the WorldCat database, which is available to all WorldCat Resource Sharing users.
Using this Guide
In WorldCat Resource Sharing, you act as either Borrower or Lender depending upon the task at hand. This Guide assumes you know which role you play for any given resource sharing transaction.
Audiences
This Guide serves 3 levels of WorldCat Resource Sharing audiences:
- Novice users who need to learn the functionality of the system
- Intermediate users who need a reference for tasks they do not perform regularly
- Advanced users who train (or provide support for) other interlibrary loan users and need support material
Screen illustrations
Screen displays shown in this document are taken from OCLC development environments; these environments are typically limited in scope. Although the names of real OCLC member libraries are often shown, the associated data is displayed for demonstration purposes only and is not in any way meant to be an accurate representation of their holdings.
Related documentation
The list of additional WorldCat Resource Sharing documentation is found on the OCLC Web site at: http://www.oclc.org/support/documentation/resourcesharing/default.htm.
Content History
This document replaces the OCLC Interlibrary Loan Service User Guide. Those familiar with that document may want to consult the following list for the corresponding location of similar information in this document.
| ILL User Guide | WorldCat Resource Sharing User Guide | ||
|---|---|---|---|
| About This Guide | About This Guide | ||
| 1 | OCLC Interlibrary Loan Service | 1 | OCLC WorldCat Resource Sharing |
| 2 | OCLC ILL Files | 1 2 | OCLC WorldCat Resource Sharing Request Manager |
| 3 | OCLC ILL Workform and Request | 10 | Creating a WCRS Request |
| 4 | Using Constant Data | 5 | Resource Sharing Functions in the WorldCat Services Administrative Module |
| 5 | Constant Data for Borrowers | 10 | Creating a WCRS Request |
| 6 | Bibliographic Records | None | |
| 7 | Introducing Custom Holdings | 5 | Resource Sharing Functions in the WorldCat Services Administrative Module |
| 8 | Using Custom Holdings | 5 | Resource Sharing Functions in the WorldCat Services Administrative Module |
| 9 | Choosing Lenders | 11 | Choosing Lenders |
| 10 | Creating an ILL Request | 10 | Creating a WCRS Request |
| 11 | Updating Requests as a Borrower | 14 15 17 | Processing a Lender Response Additional Borrower Activities Completing a Loan Cycle |
| 12 | Managing the Review File | 12 | Processing Unsubmitted Requests |
| 13 | FirstSearch/ILL Direct Request Link | 8 | OCLC FirstSearch/ILL Direct Request Link |
| 14 | Constant Data for Lenders | 13 | Responding to an Initial Request |
| 15 | Responding as a Lender | 13 | Responding to an Initial Request |
| 16 | Updating Requests as a Lender | 16 17 | Additional Lender Activities Completing a Loan Cycle |
| 17 | OCLC Name-Address Directory | 7 | OCLC Policies Directory |
| 18 | OCLC ILL Fee Management Service | 9 | OCLC ILL Fee Management Service |
| 19 | ILL Administrative Reports | 6 | Reports in OCLC Usage Statistics |
Characters
Throughout this Guide the following typographical conventions are used:
| Character | Name |
|---|---|
| l, l | lowercase letter l (el) |
| 1, 1 | digit one |
| I, I | uppercase letter i (eye) |
| O, O | upper case letter o |
| 0, 0 | digit zero |
Note: These characters are not interchangeable.
Keyboard keys
Keys that you press are enclosed in angle brackets < >. The keys in this Guide are those found on the typical PC keyboard.
Examples: < Shift > < Alt > < F10 >
Data you enter
In procedures, data that you must enter exactly as shown appears in boldface type.
Example: acd books.
Data you need to supply is described in brackets in italic typeface.
Example: au [[keyword]]
Do not type the brackets.
Available formats
The WorldCat Resource Sharing User Guide is available on the OCLC Web site at http://www.oclc.org/support/documentation/resourcesharing/using/userguide/default.htm as both an HTML document and a printable .pdf file.
Updates
To learn of new and revised documentation added to the OCLC Web site, subscribe to DOCupdate-L.
To subscribe, send an e-mail message to listserv@oclc.org with "subscribe DOCupdate-L [your name]" in the body of the message. Do not enter the brackets around your name.
This list is for announcements only; it is not a discussion list.
Introduction
OCLC acknowledges the efforts of all the people who participated in producing the WorldCat Resource Sharing User Guide.
OCLC reviewers
Anya Arnold, Tony Clark, Gabriella Holland, Pete Insabella, Keith Jaycox, Kathy Kie, Amy Lytle, Christa Starck Weiker, Judy Vaillancourt, Craig Wright
Network reviewers
Jennifer Bielewksi, Keri Cascio, Heather Clark, Deb Ehrstein, Collette Mak, Margi Mann, Jon Penn, Tim Prather, Sam Sayre, Cynthia Wilson
Technical development
Lorna Williamson