Place Hold/Request Buttons

Place Hold/Request button (Level 1)

If patron-initiated requests are allowed, a fulfillment button will appear to users. You may customize the button by providing the following:

• Level 1 Button Label: What terminology do you prefer for patron-initiated requests for items in your collection? For best display, keep this label under 25 characters.
  • Click the check box to open the link in a new window when users click the button. This feature does not apply to WorldShare users.
  •  Note: This button text will be used in the select menus under the For items owned by… section.
  • Optional. To include translated display text:
    1. Click Add Translations. The text is expanded to display additional fields.
    2. Select a Language from the drop-down list and enter Custom Text in the text field.
    3. Optional. Click Add Translations to add additional translations.
       • Translated language options include Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese. 

Configure additional Place Hold/Request buttons for Level 2 or Level 3 if you have additional fulfillment options. 

Recall button (Level 1)

In WorldShare libraries using WorldCat Discovery, if patron-initiated requests are allowed, a recall button will appear to users. Currently, there is no restriction based on the types of items that can be recalled or the types of patrons that can perform a recall. The recall button appears to customers only when there are no items available to check out. To configure item availability, see OPAC Status Grid Table.

1. Check the box to Enable Recalls as a fulfillment option. The Level 1 Tool Tip Text field appears.
2. Enter tool tip text or use the default text, Recall - "Request Item".  This text will appear when you hover over the recall button or click on the tool tip icon.
   • For best display, keep this label under 25 characters.
3. Optional. To include translated display text:
   1. Click Add Translations. The text is expanded to display additional fields.
   2. Select a Language from the drop-down list and enter Custom Text in the text field.
   3. Optional. Click Add Translations to add additional translations.
      • Translated language options include Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.

For information about how to use this feature, see Recall items.

Resource Sharing (Any level)

If you have Resource Sharing Management software that will accept incoming OpenURLs, you can configure it as your resource sharing option in WorldCat Local and WorldCat Discovery. If you do not have resource sharing configuration via OpenURL, WorldCat Local and WorldCat Discovery will display resource sharing options to your patrons when a user is IP authenticated to WorldShare Interlibrary Loan.

The resource sharing options configured at this level (regardless of who holds the item) will always be used. If you do not have ILLiad, WorldCat Local will use WorldShare Interlibrary Loan to let patrons initiate interlibrary loan requests as configured by your settings.

Available fields include:

• Resource Sharing Button Label: This button text will be used in the select menus under the For items owned by... section. For best display, keep this label under 40 characters.
  • To include translated display text:
    1. Click Add Translations. The text is expanded to display additional fields.
    2. Optional. To include translated display text:
       1. Click Add Translations. The text is expanded to display additional fields.
       2. Select a Language from the drop-down list and enter Custom Text in the text field.
       3. Optional. Click Add Translations to add additional translations.
          • Translated language options include Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.
  • If you do not enter custom text the following text will appear: Request Item through Interlibrary Loan.
  • Click the check box to open the link in a new window when users click the button.

• Type of button configuration: Choose the type of button for your OpenURL Resolver.
  • Choose OpenURL 1.0 if you use an OpenURL 1.0 based solution (such as Tipasa, ILLiad, or a web request form)
  • Choose Custom URL if you use WorldShare ILL, WorldCat Discovery, WorldCat Local or WMS, to take users to the correct ILL service or workform.
    • Special characters should be encoded for best results.
  • Do not choose OCLC Resource Sharing, this option is no longer active
  • Choose WCRS/WS ILL if you use WorldCat Resource Sharing or WorldShare ILL
  • Choose ZFL Gateway if you are a German library that uses one of three regional union catalogs, Bavaria (BVB), Berlin-Brandenburg (KOBV), or Baden-Württemberg (BSZ), to place ILL requests. 

 Note: WorldCat Discovery users may only choose OpenURL 1.0 or WCRS/WS ILL

• Configure an additional button (optional): You may configure more than one fulfillment button to handle resource sharing requests (at level 2, 3, or 4), although only one button may show at a time. To configure an additional button, click Configure an additional button.

For items owned by [your library]

Select the options you prefer for when you want to display the fulfillment options to your users at the local, group and worldwide levels. Specify when to display each fulfillment button.

 Note: WorldCat Navigator member libraries please contact OCLC to make changes to these OpenURL Resolver Resource Sharing settings.

For items owned by [Level 2 or Level 3]

Choose when to display a fulfillment button for Levels 2 or 3.  These options will not appear if you have not configured additional levels of fulfillment. 

Select the options you prefer for when you want to display the fulfillment options to your users at the local, group and worldwide levels. Specify when to display each fulfillment button.

 Note: WorldCat Navigator member libraries please contact OCLC to make changes to these OpenURL Resolver Resource Sharing settings.

Select which fulfillment button to display for Level 2, Level 3 or when to display the WorldCat Libraries fulfillment button. Options include:

• Always
• Never
• It depends on item type
• It depends on item type, status, and location
  
  See Material types for more information.

For items owned by WorldCat Libraries

Choose the options you prefer if you choose to display fulfillment options to your users at the local, group and worldwide levels. Specify when to display each fulfillment button.

 Note: WorldCat Navigator member libraries, please contact OCLC Support to make changes to these OpenURL Resolver Resource Sharing settings.

Display WorldCat Libraries fulfillment button: Choose when to display a fulfillment button for WorldCat libraries. You can provide specific text depending on the situation by selecting "It depends on item type, status, and location."

When you are finished, click Save Changes to save and continue or Cancel to start over.