To access this screen, sign in Service Configuration, open the WorldCat Discovery and WorldCat Local left navigation, select OPAC Statuses, Locations and Circulation Policies.
(Only applicable for WMS and WorldCat Discovery libraries using real-time availability)
Use this screen to control the display of availability from your local holdings. WorldCat Discovery uses OCLC numbers to link between these services and your catalog. Therefore, OCLC numbers must be present in your local catalog, and must be consistently indexed within your ILS.
If you would like to configure your WorldCat Discovery to search your library catalog using the NISO Z39.50 Protocol, you may also need to map the OCLC number index to an attribute in your Z39.50 server.
These fields are not editable at this time. If you feel these are incorrect, contact OCLC Support. The display of local OPAC links in WorldCat Discovery is configured in the Full Text and Open Access Links.
WorldCat Local will attempt to get local OPAC links (for example, 856 links) to online content from the OPAC:
Which local OPAC links to online content should display in WorldCat Local: Links have been set at a default level. Click the check box if you do not wish to display OPAC links to online content that look like a duplicate of one already retrieved from the OPAC.
WorldCat Local and WorldCat Discovery will attempt to get local item availability information from your local OPAC. For information about how statuses are displayed, see Check item status or location.
Note: Some of these fields are not editable at this time. If you feel these are incorrect, contact OCLC Support.
These fields include:
The following ILSs interoperate to provide real-time availability:
This section controls the display of item availability from your local holdings on brief results in WorldCat Discovery.
Note: Central Index articles inherit the item type from the parent journal. If the representative record of the ISSN associated with the article is a mass-digitized item, the article will also be considered a mass digitized item.
Use the OPAC Status to input the status messages, location, and preferred status treatment of items from your local OPAC. Also, use this grid to configure fulfillment options for these items.
The OPAC status grid is configured per material type, these material types appear as tabs at the top of the grid. The following material types can be configured:
Click on the x (button) to remove a material type tab. When a material type is removed, the configurations for that material type will default to the configuration of the monographs tab. The monographs tab cannot be removed.
Use the configure more items drop-down list at the top right of the grid to add a material type tab.
Use column options to configure the information displayed in the OPAC status grid.
Selection | Behavior |
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If any status allows it | Display the fulfillment option(s) if any status allows it, circulating or non-circulating, or a combination of both. Items display with a mix of circulating and non-circulating statuses. |
If any circulating status allows it | Display the fulfillment option(s) if any Circulating Status allows it. Items appear with only circulating statuses. |
Only if all statuses allow it | Display the fulfillment option(s) only if All Statuses allow it, circulating or non-circulating, or a combination of both. Items display with a mix of circulating and non-circulating statuses. |
Only if all circulating statuses allow it | Display the fulfillment option(s) only if All Circulating statuses allow it. Items appear with only circulating statuses. |
Note: A circulating status is any status/location row that has a Status Treatment defined as "available" or "unavailable".
If you are a WMS user or have loaded local holdings records (LHRs) into WorldCat, select this box in order to enable the option to configure links from LHRs in the Full Text and Open Access module.
This setting allows users to view the online links and other data contained in the item's LHR, with an option to search the local OPAC for availability. If no LHR is found, availability is displayed automatically from your local OPAC. For information, see Data sync collections.
Note: If no custom information is entered by the user, the following default values will be used for each format type:
For each status message, provide the following information:
Campo | Descripción | ||||||||||||
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OPAC Status Message |
Item status message that WorldCat Discovery retrieves from your OPAC (e.g., In Process, On Shelf, etc.) Note: To represent Any Status, enter an asterisk (*) instead of typing "Any Status" in the column. |
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Ubicación |
Item shelving location that WorldCat Discovery retrieves from your OPAC (e.g., Main Stacks, Reserves, etc.). You must enter an asterisk on either side of an item shelving location name (e.g., *Reserves*). Note: Entering an asterisk on either side of an item shelving location name also functions as a wildcard to include all item shelving locations with that word (e.g., entering *Stacks* in the Location column would include Main Library Stacks, Veterinary Medicine Library Stacks, etc.). |
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OCLC Standard Status Message |
Maps your status string from the OPAC to a standard status (optional). Note: Leave this section blank. |
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Status Treatment |
Select the availability status of the OPAC.
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Local Online Links | WorldCat Local only. Choose whether to display any Online OPAC links that are found in your OPAC (e.g. 856 links) for items with this OPAC Status and Location combination. | ||||||||||||
Fulfillment for (Level 1) | For items held by Level 1 (your institution), select the check box when you want to display the Place hold button. | ||||||||||||
Fulfillment for (Level 2) | For items held by Level 2 (your consortium or group), select the check box when you want to display the Place hold button. | ||||||||||||
Fulfillment for (Level 3) | For items held by Level 3 (your second consortium or group), select the check box when you want to display the Place hold button. | ||||||||||||
Fulfillment for (Level 4) | For items held by Level 4 (all WorldCat), select the check box when you want to display a Resource Sharing button for interlibrary loan requests. | ||||||||||||
Full Text OpenURL | Choose whether to display the Full text OpenURL resolver for items with this OPAC Status and Location combination. To configure these settings, see Full Text OpenURL Resolvers (outgoing requests). |
Note: Depending on your institution’s configuration, all columns may not be displayed.
When the LHR option is selected, the following information from an LHR is displayed in WorldCat Local:
When the LHR is not used or not found, WorldCat Local searches the local OPAC for availability information.
To display LHRs for serial, article and e-serial information, check the box under the serial tab at the bottom of the screen.
The check box will automatically be selected on the article and e-serial tabs.
Then complete the Holding Codes Translation Table.