OCLC WorldCat Resource Sharing tutorials

The series of WorldCat Resource Sharing tutorials covers the basics of resource sharing and will help you get started. Begin with the Overview and then select the tutorials in order or select the ones you want to view.

System requirements for these tutorials are below. Times listed are approximations. The amount of time needed to complete a tutorial will vary with each individual.

• Overview
  If you know little about resource sharing or are new to OCLC WorldCat Resource Sharing, you'll want to see this overview.
  Covers: Describes resource sharing and how you can use OCLC WorldCat Resource Sharing to borrow and lend.
  Flash-based. Approximate time to complete: 15 min.

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• User Interface and Logon
  This short tutorial shows you how to logon to WorldCat Resource Sharing as well as describes the various screens and features you'll use.
  Covers: Logon, Advance Search screen, Request Manager features, and inactivity timeout.
  Web-based. 11 pages. Approximate time to complete: 9 min.

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• Borrower Basics
  If you're using FirstSearch for the first time to generate your requests, you'll want to view this tutorial.
  Covers: How to create requests, select lenders, receive and return the item.
  Web-based. 46 pages. Approximate time to complete: 25 min.

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• Lender Basics
  This tutorial shows how to respond to a borrowing library's request.
  Covers: In addition to a Yes reponse, it includes Reasons for No, Conditional, and Future Date as well as how to complete a loan request when the item is returned.
  Web-based. 40 pages. Approximate time to complete: 20 min.

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• Interlibrary Loan Fee Management
  This short tutorial shows you how to send and receive payment using WorldCat Resource Sharing.
  Covers: What is IFM, how to setup IFM in Constant Data records, how to access detailed IFM reports.
  Web-based. 7 pages. Approximate time to complete: 10 min.

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• Constant Data
  This tutorial shows how to use the FirstSearch Administrative Module to maintain constant data (CD) records and how to apply constant data while in WorldCat Resource Sharing.
  Covers: How to create constant data records, edit and delete existing records, as well as apply constant data to requests.
  Flash-based. 39 pages. Approximate time to complete: 20 min.

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• How to use the Request Manager
  The Request Manager, formerly known as the ILL Message File, provides you with a snapshot of your WorldCat Resource Sharing activity and access to your requests.
  Covers: Updating requests as both Borrower and Lender. Includes reinitiating requests, printing requests, and Review File.
  Flash-based. 43 pages. Approximate time to complete: 30 min.

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• Batch Processing
  This tutorial shows you how to save time and effort by printing and processing multiple WorldCat Resource Sharing requests in sets or batches.
  Covers: Batch printing, batch processing, and batch update reports.
  Flash-based. 29 pages. Approximate time to complete: 20 min.

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• Conditional Notes
  Conditional Notes are used to communicate instructions or information concerning borrowing or lending.
  Covers: How to create and save Conditional Notes and how to apply a Conditional Note to a Pending request.
  Flash-based. Run time: 10 min.

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• Custom Holdings
  OCLC WorldCat Resource Sharing suggests lenders, according to criteria you determine, when you use Custom Holdings.
  Covers: Analysis of borrowing patterns, how to create Custom Holdings Groups and Paths, and how to apply Custom Holdings to workforms and Review records.
  Flash-based. 59 pages. Approximate time to complete: 45 minutes.

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