Set up WorldShare Interlibrary loan
On this page
- 1. Set-up interloans staff in WorldShare ILL
- 2. Set or update the policies directory
- 3. Set up service configuration
- 4. Deeplinking
- Need help?
1. Set-up interloans staff in WorldShare ILL
Set-up your interloan staff as users in WorldShare ILL within your library instance.
Who
Key interloan staff member as indicated in the Directory of New Zealand Libraries.
Task to set-up interloans staff in WorldShare ILL
2. Set or update the policies directory
Set-up policies directory in WorldShare ILL including contacts, schedule public holidays and your library profile.
Who
Key interloan staff member as indicated in the Directory of New Zealand Libraries (may include consultation with other interloan staff and library management).
Tasks to set or update the policies directory
Set up:
- Contacts – list your location, address and interloan contacts (pdf, 590KB)
- Schedule – set public holidays, temporary closures (pdf, 435KB)
- Policies – detail your charges and loan periods (pdf, 945KB)
- Profile – check your summary information (pdf, 420KB)
- Optional extras – collection information, operating hours, deflections (pdf, 520KB)
3. Set up service configuration
Set up service configuration in WorldShare ILL, for example, library contacts you use regularly, borrower data, and lender charges. See the descriptions of service configurations below for other things you can set up.
Who
Key interloan staff member (in consultation with other interloan staff and library management) as indicated in the Directory of New Zealand Libraries.
Tasks to set up service configuration
Set up:
- Email alerts and print settings – notifications for interloans requests (pdf, 725KB)
- Preparing your custom holdings groups (DOC, 430KB)
- Setting up custom holdings groups (pdf, 570KB)
- Borrower constant data (pdf, 775KB
- Lender constant data pdf, (873KB)
Descriptions of service configurations
Service configurations include:
Custom holdings groups — custom holding groups are groups of preferred library contacts, for example, reciprocal lenders. To add libraries to a custom holdings group, you will need to know their OCLC symbols. The 'Library symbols information sheet' lists all Te Puna member libraries by symbol along with some commonly used custom groups.
Library symbols information sheet
Custom holding paths— Custom holding paths set the order in which your requests will go, for example, reciprocal libraries first, then libraries that will charge you.
Borrower constant data — borrower constant data pre-fill interloan request forms with standard borrower information, for example, postal address.
Lender constant data — lender constant data pre-fill interloan response forms with standard lender information, for example, lending charges, and return address.
Email alerts and print settings — notifications for incoming or unfilled interloan requests, configure book straps, stickers and shipping labels for lending requests.
4. Deeplinking
Deeplinking makes collections more visible and provides the user with more information, including whether the item is currently available.
Libraries can make interlibrary loaning easier by deeplinking into their catalogues from WorldCat.
If you would like to be deeplinked please email tepuna@dia.govt.nz.
In cases where deeplinking isn't possible (or preferred), you can add the date ranges for your serial holdings directly to WorldShare:
Need help?
For further help with interloans and other Te Puna services email us tepuna@dia.govt.nz
Join our email lists and keep up to date with what's happening with Te Puna services.
OCLC support
Help resources are also available for WorldShare on the OCLC support pages.
OCLC support
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