Course Details

Connecting Libraries Globally: OCLC WorldShare & EZproxy Training Course

INTRODUCTION

"Expand your library's reach and resource accessibility with our OCLC WorldShare & EZproxy Training Course. Master the tools that facilitate seamless interlibrary loans and secure remote access for your patrons. This OCLC WorldShare & EZproxy Training Course equips librarians with the skills to efficiently manage resource sharing through WorldShare and provide secure, off-campus access with EZproxy. Learn to streamline workflows, enhance user experience, and leverage the power of global library networks."

DURATION

10 days

TARGET AUDIENCE

This course is meticulously designed for:

• Interlibrary Loan (ILL) Librarians: To optimize resource sharing workflows.
• Systems Librarians: To manage and configure EZproxy.
• Electronic Resources Librarians: To ensure seamless remote access.
• Reference and User Services Librarians: To support patrons with remote access.
• Library Administrators and Managers: To understand the benefits of WorldShare and EZproxy.
• Information Science Students and Professionals: To gain expertise in resource sharing and remote access.

COURSE OBJECTIVES

Upon completion of this course, participants will be able to:

• Understand the functionalities and benefits of OCLC WorldShare and EZproxy.
• Manage interlibrary loan requests efficiently using WorldShare ILL.
• Configure and customize EZproxy for secure remote access.
• Troubleshoot common issues in WorldShare and EZproxy.
• Utilize WorldShare Management Services for resource sharing and collection management.
• Implement best practices for interlibrary loan and remote access.
• Understand the integration between WorldShare and EZproxy.
• Manage user authentication and authorization in EZproxy.
• Understand the importance of copyright compliance within interlibrary loan.
• Understand EZproxy’s security configurations.

COURSE MODULES

Module 1: Introduction to OCLC WorldShare and EZproxy:

• Overview of OCLC WorldShare and EZproxy functionalities.
• Understanding the role of resource sharing and remote access in libraries.
• Navigating the WorldShare and EZproxy interfaces.
• Understanding the benefits of using these services.

Module 2: WorldShare Interlibrary Loan (ILL) Management:

• Processing and managing ILL requests.
• Utilizing WorldShare ILL for borrowing and lending.
• Configuring ILL settings and preferences.
• Understanding copyright compliance in ILL.

Module 3: EZproxy Installation and Configuration:

• Installing and configuring EZproxy.
• Managing configuration files and stanzas.
• Implementing authentication and authorization.
• Troubleshooting EZproxy issues.

Module 4: WorldShare Management Services (WMS) for Resource Sharing:

• Utilizing WMS for collection management and resource sharing.
• Managing holdings and knowledge bases.
• Participating in resource sharing groups.
• Generating reports and analyzing ILL data.

Module 5: EZproxy Security and User Authentication:

• Implementing secure access protocols.
• Managing user authentication methods.
• Configuring access control and permissions.
• Understanding security best practices for EZproxy.

Module 6: Troubleshooting and Support:

• Diagnosing and resolving common issues in WorldShare and EZproxy.
• Utilizing OCLC support resources and documentation.
• Managing system logs and error messages.
• Implementing troubleshooting best practices.

Module 7: Integrating WorldShare and EZproxy:

• Understanding the integration between WorldShare and EZproxy.
• Configuring seamless access to electronic resources.
• Managing authentication and authorization across platforms.
• Troubleshooting integration issues.

Module 8: Best Practices for Interlibrary Loan:

• Implementing efficient ILL workflows.
• Managing turnaround times and fill rates.
• Utilizing ILL analytics for performance improvement.
• Building partnerships with other libraries.

Module 9: Best Practices for Remote Access:

• Ensuring reliable and secure remote access.
• Managing user support and training.
• Monitoring system performance and usage.
• Implementing accessibility best practices.

Module 10: Advanced Topics and Future Trends:

• Exploring advanced features of WorldShare and EZproxy.
• Understanding emerging trends in resource sharing and remote access.
• Participating in OCLC community forums and user groups.
• The future of resource sharing in a digital environment.

 CERTIFICATION

• Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

• Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

• Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

• Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com