Implementation Steps: Share electronic resources through WorldCat Resource Sharing and ILLiad

Get Started

  • Complete the request form to notify OCLC that you want to profile your electronic holdings in the WorldCat knowledge base.
  • Register for a WorldCat knowledge base implementation webinar. The live session will review the implementation steps:
    • Visit OCLC’s Training Portal (http://training.oclc.org/training).
    • Go to the WorldCat knowledge base page.
    • Find the Implementation Webinar. Click on the course name and register.

Step 1: Build your knowledge base

Step 2: Enable Resource Sharing

After you have defined collections in your WorldCat knowledge base, continue with the following instructions:

  1. Log in to your OCLC WorldShare Management Services interface.

  2. Navigate to the Metadata tab - Manage Collections:
    • Go to Settings – Knowledge Base. Set the “License Manager display” to “On”
    • Using the search box under Manage Collections, navigate to the collection you wish to loan
    • Expand the Properties of the collection. Set “ILL Allowed” to Yes. Add lending instructions

    Libraries using Pubget: You can set ILL status and instructions on collections added via Pubget (Note: After you add a provider in Puget, it may take up to 7 days for the collections to be reflected in your WorldCat knowledge base)

    • Using the search box under the Metadata – Manage Collections, search for the collections added through Pubget
    • Set ILL status and choose lending instructions
  3. Enable the Resource Sharing link in the First Search administrative module.
    View Tutorial: How to activate the resource sharing link

  4. If desired, enable Direct Request for articles. Update lending policies in the Policies Directory as needed. Use the appropriate instructions:

Tips

If you are not sure whether or not your license for a particular collection allows interlibrary lending, you can see how other libraries have treated that collection via OCLC’s list of enabled collections.

If you are an ILLiad library, make sure that you see the ‘Collections’ tab for incoming requests.  This is where the links to full text from your knowledge base and associated lending requirements appear.

See the guide to building your WorldCat knowledge base and configuring your settings for instructions on how to:

  • Set holdings in WorldCat (Configure your settings)
  • Enable “View Now” links for discovery in WorldCat Local (Discovery)
  • Enable MARC record delivery (Cataloging)

Testing

After you have completed the implementation steps, test your results. You can test requests by creating requests for articles that are known to be in a collection in your WorldCat knowledge base as if you were a patron. Verify that the links to e-resources are appearing in the requests. Make sure that “Direct produce” is set to “no” during testing.

If you can, create a mock request from another library to ensure that knowledge base links appear in requests initiated by other libraries.