Set up WorldShare Interlibrary loan

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

• Setting up interloan staff within WorldShare ILL (pdf, 450KB)

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.

Descriptions of service configurations

Service configurations include:

Prioritising preferred lenders — Custom holdings groups and custom holdings paths are used to create and prioritise groups of lenders in WorldShare.

• Custom holding groups are lists of preferred (and less-preferred) lending libraries.
• Custom holdings paths set the priority order for these groups when making requests. For example, you can ensure your request goes to libraries that won't charge you before moving on to those that will.

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.

Tasks to set up service configuration

Set up:

• Set up and prioritise preferred lenders
• Set up borrower constant data
• Email alerts and print settings – notifications for interloans requests (pdf, 725KB)
• Set up lender constant data

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:

• Adding serial enumeration and chronology (pdf, 510KB)

Need help?

For further help with interloans and other Te Puna services email us tepuna@dia.govt.nz

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OCLC support

Help resources are also available for WorldShare on the OCLC support pages.
OCLC support

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