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Circulation Integration

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Use this screen to set up WorldShare Interlibrary Loan integration with WorldShare Circulation.

Circulación

For WMS libraries:

Activating integration is the final step in configuring WorldShare Interlibrary Loan and WorldShare Circulation integration. 

  1. Complete all steps as described in Set up WorldShare Interlibrary Loan and WorldShare Circulation integration.
  2. Select the On check box below Enable WMS Circulation integration to activate the integration.
  3. Select WMS from the ILS drop-down list.
  4. Enable additional borrowing configurations.
  5. Enable additional lending configurations.
  6. Click Save.

Borrowing configurations

Configure additional options as the borrowing institution by selecting the On check box. Options include:

Configuration Descripción
Update/Create circulation item record on received When the item is marked as Received in WorldShare Interlibrary Loan, the temporary item is created in WorldShare Circulation.
Use supplier's shipped item barcode The supplier's shipped item barcode is the barcode of the item as entered by the lending library into the request. If enabled, the supplier's barcode is automatically updated in the Temporary barcode field of the borrowing request.
 

 Note: The supplier's barcode can be overwritten in the request.
Use request ID as item barcode

The request ID is a unique number assigned to your ILL request after it is submitted. If enabled, the request ID is automatically updated in the Temporary barcode field of the borrowing request.

 Note: The supplier's barcode can be overwritten in the request.

Update due date upon lender approval of renewal request

 Note: For Alma libraries. 

When a renewal request has been approved by the lending library, the due date of the temporary item is updated in the Alma Circulation system

 
Check in item on returned

When the item is updated to Returned in WorldShare Interlibrary Loan, the temporary item is checked into WorldShare Circulation.
Charge patron on shipped

Automatically assess a patron fee when the lending library marks a request as Shipped In Transit.

Lending configurations

Configure additional options as the lending institution by selecting the On check box. Options include:

Configuration Descripción
Check out item on shipped

When WorldShare Interlibrary Loan staff reply Yes to a request, the item is checked out to the borrowing institution patron account in WorldShare Circulation
Check in item on check in

When the item is Checked in/Complete in WorldShare Interlibrary Loan, it is checked in and appears available in WorldShare Circulation.

ILS locations

Define pickup location names and optional location codes for circulation integration, request transfer, and general coordination and communication within your library. Specify which pickup locations are included on your request form to help library users and ILL staff specify the preferred pickup location for requested items.

To add a new location:

  1. Select Add location.
  2. Enter the Location name, Location code, and Location type.
  3. Click Save.

To edit the location, select the pencil icon in the Edit column. Designate whether a location is Active or Inactive by selecting the appropriate toggle in the Status column.

To enable specific locations on the request form for your library's users, navigate to the WorldShare ILL Request Form section of the WorldShare ILL module in the OCLC Service Configuration. Refer to WorldShare ILL Request Form for more information. The specified pickup locations then display on the library users' request form as well as in the staff interface.