How to prepare for your use of WorldShare Interlibrary Loan
There are several things your staff can do to prepare for your use of WorldShare Interlibrary Loan. These include:
Update your library's information in the OCLC Policies Directory. Some key areas to review include contacts and policies for copy, loan and deflection.
Details about how to access and update the Policies Directory are provided in the OCLC Policies Directory Quick Reference.
Review and update your constant data records in the WorldCat Services Administrative module to ensure consistency and streamline processes for your staff.
In particular, review the format of your address fields to make sure they accommodate changes implemented in March 2012. The previous “SHIP TO” and “RETURN TO” fields are now the following distinct address fields: Attention, Address 1, Address 2, City, State/Province, Country, Postal Code. The new “Address 1” field contains data previously included in the “SHIP TO” field on the ILL workform. Detailed instructions for updating address information in constant data records are provided in OCLC WorldShare Interlibrary Loan: Constant Data.
Use of one of the following browsers and versions is required for use of the new WorldShare Interlibrary Loan service.
PLEASE NOTE: Functionality in the WorldShare Interlibrary Loan service is updated on a quarterly basis in February, May, August and November. During these updates, the service is tested with specific browser versions to ensure the service functions correctly when used with different browsers. The browsers and versions listed here are those most recently tested with WorldShare Interlibrary Loan:
- Mozilla Firefox® 25.0 (preferred browser)
- Google Chrome version 30.0.1599.101 m
- Microsoft® Internet Explorer versions 8.0, 9.0 or 10.0
Note: Beginning with our February 2014 release, OCLC will not test WorldShare ILL with Internet Explorer 8. This change is in line with Microsoft's plan to end support for Windows XP on April 8, 2014. The service will continue to work with Internet Explorer 8; however, over time users will likely experience degradation of functionality. This decision has been made for several reasons:
- Microsoft has required users to update from IE 8 to IE 9 through Windows Update ( although users are able to opt out).
- Modern browsers provide better security and performance.
- IE8 does not support HTML 5. This hampers our ability to provide a modern, rich user experience.
- Supporting deprecated browser versions adds to development and support time. This has an impact on how quickly new features can be delivered on WorldShare ILL.
If your institution will continue to use Windows XP unsupported after April 8, 2014, we highly recommend that you install either Mozilla Firefox or Google Chrome for an improved experience.
If you are currently limited to using IE 8, now is the time to begin working with your technical staff to upgrade your browsers to Internet Explorer 9 or 10, Firefox or Chrome.
Newer browser versions are needed to enable use of the new and expanded features of WorldShare™ Interlibrary Loan. The new service will not work with other browsers or browser versions. Library staffs will probably find that these newer, more secure browsers will also enhance their use of other Web sites and services used by library staff and users.
If library staffs are not sure which browser is in use at their library, they can use this online tool to find out.
* A Windows lifecycle fact sheet is available on the Microsoft site.