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OCLC Support

How do I remove a branch location from our WMS?

Applies to
  • WorldShare Circulation
  • WorldShare Acquisitions 
  • WorldCat Discovery
Answer

The removal of a branch/location in WorldShare Management services requires coordination between the local library and OCLC Customer support. Once you are sure you want to remove a location, check the following :

  • Take Note of your Holding Symbol, Holding Code, and Branch Registration ID of the location you want to remove (you will need to send this to OCLC with your request)
  • Ensure you have no items set at this branch, in any shelving location
  • Ensure there are no current Loan policies or Notification policies set up for this location
  • Ensure there are no settings referencing this branch location in Service Configuration
  • Ensure that your ILL-Circulation Integration configuration and your ILL Request forms do not include this Registry ID as a pick-up location
  • Ensure no user accounts utilize the Registry ID as their Home Branch
  • Ensure that there are not any branch sublocations that are configured in WMS Circulation
    • Service Configuration > WMS Circulation > Admin/General > Branch Locations


Next, follow these steps to start the process:

  1.  Log into Service Configuration > WorldCat Discovery & WorldCat Local > Holding Codes & Shelving Location Messages > Holding Codes Translation Table.
  2. Select the box next to the  location you wish to remove.
  3. Click the button at the top of the table labeled Delete Selected Rows.
  4. Send an email to OCLC Support asking them to now make this branch location inactive and totally removed from your WMS, giving OCLC the following information
    • OCLC Symbol
    • Institution Registration ID
    • Institution name
    • the Branch/Location name to be removed along with its Holding Symbol, Holding Code and Branch Registration ID
  5. OCLC Support will notify you when the location has been removed.

 

Page ID
16669