The renewing branch will be recorded for reporting purposes. This is a workflow change from the previous screen, which was previously located under WorldCat Registry. Step 3: Add library identifiers to OCLC Service Configuration. The new Profile Settings allow you to hide or show specific information or settings on your library users' Profile tab in My Account. When you are finished, click Cancel to start over, or Save Changes to Mar 6, 2024 · If you have additional questions, please contact OCLC Customer Service by calling 1-800-848-5800 or 1-614-793-8682 Monday – Friday 8 a. OCLC® Service Configuration uses WorldCat Services account information to configure institution-related information. Additional information Sign in to OCLC Service Configuration Jun 4, 2024 · The home branch may also be used in Location Policy, which is set in OCLC Service Configuration (WMS Circulation > Location Policy). Get started with WorldShare Management Services (WMS) Manage your WorldShare account. From the left navigation, select the WorldCat Discovery and WorldCat Local module. Note: Find instructions on how to Configure links to your online Apr 1, 2024 · Apr 1, 2024. You will be asked to confirm the deletion when saving this change to your History configuration. Step 1: Policy considerations and setup. Not all notifications allow for automated sending. Apr 8, 2024 · You do not need to make any configuration changes if your ZFL-Server will submit OCLC numbers in lending (AFL) requests. Use this setting to activate Tipasa and WorldShare Acquisitions integration. To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Notifications and Receipts, and then select the Notification Policies link. Find information related to Hold and Scheduling policies. To access this screen, sign in Service Configuration, open the WorldCat Registry left navigation and select Online Catalog. May 10, 2024 · In OCLC Service Configuration, a new section for My Account is now displayed on the left navigation menu for users who have the role of Circulation Admin or WorldShare ILL Admin. WorldCat Discovery configuration options are accessible in the administrative interface, OCLC Service Configuration. See the WorldCat Discovery Community Center (sign in required) for discussion about Jun 18, 2024 · Use the settings on this screen to list information about your Web-accessible catalog. Learn how to add, edit, or delete patron types for WorldShare Management Services. Under Field, click the field list to select a field. To set up the integration, you need access to the OCLC Service Configuration. If ZFL-Server will submit title identifiers assigned by your union catalog, your library will need to store those non-OCLC title identifiers in WorldCat bibliographic records for your library's holdings. Web Service Keys No image available Oct 27, 2022 · Use this screen to create or edit rows in the hold pickup locations map in order to display the most appropriate pickup options for holds and prevent requests from pickup locations that are not supported. Feb 7, 2024 · Sign in to Service Configuration to configure settings for your institution(s). Select Offline Client. Enter email addresses to be notified when a new lending request arrives. For example, if you select 2 days and the lender wants their item back on the 3rd of the month, the patron's due date will be on the 1st. Step 4: Begin sending EDIFACT messages. Use this screen to determine how long items are on the hold shelf. Character set negotiation Administrative settings for Resource Sharing for Groups are maintained in OCLC Service Configuration. org. Nov 13, 2023 · To access this screen, sign in to OCLC Service Configuration, open the WMS Circulation left navigation, and select Collection Type Policy. Configure and maintain a profile that defines your institutional identity, to enable all web users access to your institution's services and set relevant data for other OCLC products. Oct 31, 2023 · Summary and checklist of steps. Select the Add Partner button. Step 3: Activate Tipasa integration with your third-party system. Use the Loan Policy screen to set loan policies for your patrons. Click Save as New. Jun 6, 2024 · From the OCLC Service Configuration, select Profile Settings from the My Account module to access options for: Public user notes: Determine whether to display public user notes in My Account that your library staff have created within an individual library user's account in the WorldShare Admin tab. You will also see setting for the OCLC … May 6, 2024 · Click and drag the selected groups in the Groups chosen for this path section to alter the order of the selected groups. See complete guide for OCLC Service Configuration - WorldCat registry. Column. Rapid Branch. Feb 22, 2024 · After you enable the option in OCLC Service Configuration to enable full-text links, links will appear in your WorldCat Discovery interface. Apr 5, 2024 · Service Configuration setup. Use this screen to list link resolvers that deliver appropriate electronic resources to a Web user. Use this screen to specify the OpenURL resolvers that will display for outgoing requests. The Partner List will update as you type with the corresponding entries entered in the Address Book of the OCLC Service Configuration. OCLC Service Configuration is an administrative interface. Jun 4, 2024 · OCLC Service Configuration setup. Institution Borrower Categories. If you do not have access, ask your WorldShare Management Services (WMS) administrator, systems librarian or staff member in charge of configuration to assist with access and setup. Feb 19, 2024 · In OCLC Service Configuration, go to WorldCat Registry > Relationships. Click Preview Book Strap to preview the book strap. Includes WorldCat registry settings. org accounts. Refer to Long Overdue and Lost Policy to see when and how replacement cost is applied. When you are finished, click Save Changes or Reset to start over. Rooms can be used with the Room Scheduling component. – 7 p. Libraries that subscribe to Tipasa and certain Oct 27, 2023 · Configuration Description; Create circulation item record on received: When the item is marked as Received in Resource Sharing for Groups, the temporary item is created in WorldShare Circulation. Enter up to 5 email addresses. You must configure a Patron Type Policy Mar 8, 2024 · To use branch hours, enable the Use Branch Hours box next to each branch. Nov 9, 2023 · If you have a Worldshare account, it may be easier for you to log in to the Service Configuration using your OCLC Services Account (WorldShare credentials). WorldShare Admin. Step 2: Enable WorldShare Circulation integration with WorldShare Interlibrary Loan. Use the OPAC Status to input the status messages, location, and preferred status treatment of items from your local OPAC. Enter the Custom Holdings Groups Name, and optionally, a Description. Use this screen to select your settings for WorldShare Interlibrary Loan. Use this screen to add, edit, or delete patron types. Statistiche di utilizzo di OCLC: Use this portal to view, export, or get emailed reports about your usage of OCLC services. You will also see setting for the OCLC products and services to which you subscribe. The hold shelf is the location in your library where items on hold are stored until picked up by patrons. Verify the SIP2 Configuration settings for the renewing branch. For more information on how links display, see Full-text link display. For more information, see Location Policy. Navigate to WorldShare ILL and select External System Settings. You can Sign in with your WorldCat Account or Sign in with your OCLC Services Account (WorldShare users) . Find the roles available in the Admin module which allow access to the OCLC Service Configuration. Third-party services are enabled and configured in the Third-Party Integrations menu. Dec 27, 2023 · To access this screen, sign in Service Configuration, open the OpenURL Resolvers left navigation, select Manage Resolvers. May 22, 2023 · Once you have the new account set up with Reprints Desk, follow the instructions below to configure the Reprints Desk option in Tipasa. Learn how to integrate your Talis Aspire Reading Lists into WorldCat Discovery and WorldShare Management Services. Third-party configuration. Find a table which provides an overview of each policy within the WMS Circulation module and how it relates to other settings in Service Configuration. Dec 20, 2022. Select Search Settings and navigate to the Alternate Subject Headings section. Mar 28, 2024 · OCLC will accept the client's proposal for Maximum Record Size up to a limit of 105000 bytes. May 1, 2024 · OCLC Service Configuration: Configure administrative settings for multiple products and services. Use this screen to set default replacements costs for material formats. Click Save. Integration will be active based on the configured settings after this page is saved. Once configured OCLC will export your knowledgebase holdings to Google Scholar and surface your OCLC link resolver on citations held by your institution. Tipasa and WorldShare Circulation integration provides you with a method to streamline the interlibrary loan-circulation process and workflow. Jul 13, 2023 · To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Patron Type Policy. Apr 23, 2024 · In Service Configuration, on the left navigation, click WorldShare ILL > Request Forms. On the Offline Client screen, fill in the fields in the following order: Branch: Select the branch the offline client will be used for. Apr 17, 2024 · To enable specific locations on the request form for your library's users, go to OCLC Service Configuration > WorldShare ILL > Request Forms > WorldShare ILL Request Form. A total of 28 event-specific notifications are available in OCLC Service Configuration which can be customized by your library to include your ILL name, department email address, and contact information. Also, use this grid to configure fulfillment options for these items. After you have implemented Get It Now, you will need to configure this service in the Service Configuration module. Jan 31, 2024 · To access this screen, sign in Service Configuration, open the WorldCat Discovery and WorldCat Local left navigation, select Google Analytics (WorldCat Discovery only). Use this screen to limit patron accounts based on items overdue, outstanding bills, waived bills, total value of loans, and/or items claimed lost, never had, or returned. To access this screen, sign in Service Configuration, open the WMS Institution left navigation, select Institution Borrower Categories. Click on the link for the branch location you want to update. Click on the check box next to "Turn this feature on to enable RapidILL processing. Jul 3, 2023 · Automated notifications to patrons will be sent via email and/or Short Message Service (SMS), depending on the patron's preferences. PiCarta Feb 7, 2024 · Sign in to Service Configuration to configure settings for your institution(s). We recognize the userId and password fields; the groupId field is ignored. org redesign in August 2022, a new system is used for WorldCat. To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Loans, and then select the Loan Policy link. From the Profile Summary dialog box, click on Select this record. PiCarta When the Persistence Setting is turned On in the OCLC Service Configuration > WorldShare ILL > Interlibrary Loan Options module, and when an automation has taken an action to apply constant data on a request: Persistence will be disabled on that lending request. In OCLC Service Configuration > WMS Circulation, you can set your circulation policies. Jun 25, 2024 · In order to bring your library resources to your members starting their search on Google Scholar, institutions can configure WorldShare Collection Manager to display their OCLC link resolver. Checking in a relevant item will fulfill the May 1, 2024 · OCLC Service Configuration: Configure administrative settings for multiple products and services. The default is 0 days. For support enquiries in the UK and Ireland, please contact the Support Desk by calling +44-(0)114-281 60 42 or e-mailing support-uk@oclc. See Full-text link display in WorldCat Discovery for information about how and where your links will display. Caution: Activating features on this page is the final step. Refer to Request Forms for more information. Use this screen to supply a feedback e-mail address, and describe the level of system support you provide (if available). These instructions provide the initial setting selections. Jul 26, 2023 · When the Persistence Setting is turned On in the OCLC Service Configuration > WorldShare ILL > Interlibrary Loan Options module, the DEFAULT constant data record overrides other Constant Data applications including through automation. On the left navigation, click WMS Circulation > Holds and Schedules > Room Configuration. Navigate to the OCLC Service Configuration. To access this screen, sign in Service Configuration, open the WorldCat Discovery and WorldCat Local left navigation, select Full Text OpenURL Resolvers (outgoing requests). lc/covid19-partner-content, which OCLC is maintaining, and consider enabling searching of these collections in WorldCat Discovery. Nov 21, 2022 · The list of OCLC numbers will be visible to library staff in WorldShare Circulation. Overview. Librarians and staff who process interlibrary loan (ILL) requests through WorldShare Circulation no longer have to create temporary items manually or holds for ILL requests. PiCarta Dec 20, 2022 · Talis Aspire Reading Lists. Go to the Service Configuration Sign In screen. Please see WorldShare Acquisitions integration for more information about integrating Tipasa with WorldShare Acquisitions. Use this screen to limit patron accounts based on items overdue, outstanding bills, waived bills, total OPAC Status grid. Any changes to your institution information will not be reflected in WorldCat. Mar 6, 2024 · To create a custom holdings group: Click Create New Custom Holdings Group. Any user will be able to use WorldCat registry settings to configure institution information. Watch a video Feb 7, 2024 · Sign in to Service Configuration to configure settings for your institution(s). The specified pickup locations then display on the library users' request form as well as in the staff interface. If there are no branch hours configured, Circulation assumes the branch Jun 25, 2024 · To access this screen, sign in Service Configuration, open the WorldCat Discovery and WorldCat Local left navigation, select Full Text and Open Access Links. The service patron password is the password that must be used. Jun 24, 2024 · Table of contents. Use this screen to set the appearance of full text links. Oct 12, 2023 · Configure a library branch to use the WMS SIP2 Service. Learn how to specify your OpenURL resolvers for WorldCat Discovery. Select the On check box to receive email notifications of new lending requests. For information on how to sign in, see Signing In. Administrative settings for WorldCat Discovery are in OCLC Service Configuration; however, only specific settings are needed to configure WorldCat Discovery. Apr 23, 2024 · To enable specific locations on the request form for your library's users, navigate to the Request Forms section of the WorldShare ILL module in the OCLC Service Configuration. Note: There is a limit of 8,000 active partners. You can select notifications to appear in the Resource Sharing for Groups interface for manual sending and/or for them to be automatically sent out when an action occurs within the system. Nov 8, 2022 · In the Notes field, enter any notes you want to include on the book strap. For more information, please contact sales@oclc. Configure and maintain a profile that defines your institutional May 20, 2024 · Online Catalog Direct to OCLC Number: URL for the screen that displays the results of an OCLC Number search of your catalog. Jun 3, 2024 · Loan Policy. The authorized users list is old functionality that allowed users to sign in to Service Configuration with their WorldCat. m. To make changes to your institution, contact OCLC Support. On the Create New Room screen, fill in the fields: Room Name: Name of the room (100 character limit) Branch: Branch location of the room. If you are using WMS, the hours and dates you set on this screen will be used in your circulation policies and will impact the due dates of items and when calculating fines. Collection-level settings are arranged into rules that can be assigned to multiple item locations and material formats. Click the WorldShare ILL Request Form accordion. . Currently this integration is available for libraries using Tipasa and a third-party ILS. Separate multiple symbols with a space. Under Article Galaxy, enter the information in the following fields: Field. To enable integration: Select the On check box next to Enable WMS Acquisitions integration. Jun 6, 2024 · Notifications are set up in OCLC Service Configuration. On the left navigation, click WMS Circulation > Integrations. Use this screen to enter your Google Analytics Tracker ID for use with WorldCat Discovery. Add Leading Zeroes to the OCLC search Term: Click the check box to add leading zeros to the search term if your library configures its catalog to retain the leading zeros on OCLC numbers. From the New Partner screen, enter the information about the library partner's identity in the Oct 26, 2022 · Loan Policy Map. WorldShare Roles for OCLC Service Configuration access. Since the WorldCat. Retain for a specific period of time between 1 day and 60 months: Select this option to Oct 26, 2022 · To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Holds and Schedules, and then select the Hold Fulfillment Policy link. Jul 1, 2024 · Navigate to the OCLC Service Configuration. After deletion, your data cannot be recovered by OCLC. Administrative settings for WorldShare Interlibrary Loan and Tipasa are maintained in OCLC Service Configuration. Use this screen to apply loan policies and long overdue and lost policies to patron types and items. Laatst bijgewerkt. To add a library partner to the Address book: Select the Partners tab. Step 2: Edit your patron request form. Once you have your WorldCat Discovery URL, use the concise guide, Configure WorldCat Discovery May 2, 2024 · As a feature of Smart fulfillment, use the Automated Request Manager (ARM) screen to configure automated ILL workflows. Use this screen to create a new room or copy, edit, and delete an existing room. ID authentication: OCLC supports ID/authentication as prescribed by the standard. Support is available When the Persistence Setting is turned On in the OCLC Service Configuration > WorldShare ILL > Interlibrary Loan Options module, the DEFAULT constant data record overrides other Constant Data applications including through automation. When you are finished, click Save Changes to save and May 23, 2024 · Service Configuration action. org accounts and users cannot log in to the Service Configuration using a new WorldCat. Use this screen to set hold request policies for items. In the left navigation menu, click on Identifiers. org until the following business day (approximately 9 a. In the Add/Edit OCLC symbols window, add the symbols in the box provided. See the OCLC Service Configuration guide for help. To test your links: Open a browser and go to your library's WorldCat Discovery URL. In Service Configuration, you can set your interlibrary loan options, borrower and lender constant data, custom holdings groups, automations, and purchase options. Once you have created a rule, you can add all applicable holding locations, shelving Feb 7, 2024 · Follow these instructions to customize content and staff features in WorldCat Discovery. Select WorldShare ILL > Purchase Options. To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Holds and Schedules, and then select Dec 21, 2022 · Room Configuration. Prior to enabling integration, review your Circulation Policies and configure your shelving location and borrowing institution patron account. Jun 12, 2024 · In Service Configuration, on the left navigation, click WorldShare ILL > Request Forms. In OCLC Service Configuration, navigate to WMS Circulation > Integrations > SIP2 Configuration. Apr 21, 2023. Determine whether or not your library needs to modify the initial selections. Oct 23, 2023 · Sign in to OCLC Service Configuration . US Aug 22, 2023 · Service Configuration setup. Libraries will not use the FirstSearch administrative interface to manage WorldCat Discovery. Click the Article Request Form , Book Request Form , Other Request Form or Lender's Off-System Request Form, depending on the form you want to customize. To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Billing, and then select the Replacement Costs link. The hold will appear in the hold queues of all variant records and in the patron's hold queue. Notification usage message: Determine whether Jan 30, 2023 · Learn how to create and edit notification policies as well as set up print notifications. Last updated. ET, or email support@oclc. Register for live, online training View a recorded session. Dec 19, 2022 · Administrative settings for WorldShare Interlibrary Loan are maintained in OCLC Service Configuration. Groups are applied to the request in the order set. ID Verified: The ID Verified? check box indicates the user has shown a form of identification that is required when creating an account. Filters will display only when the selected database (s) have metadata available to support them, not all databases support all filters. Get started. After enabling access to these collections in WorldShare Collection Manager, open the Metasearch Content section of OCLC Service Configuration. Feb 19, 2024 · After completing the steps outlined on Set up integration, enable ZFL-Server integration. In Service Configuration, you can set your interlibrary loan options, print settings, borrower and lender constant data, custom holdings groups, automations, and purchase options. You can access Service Configuration through the link in the Other column on the home screen or at Service Configuration. Custom holdings are the group(s) of your preferred lending libraries that you can apply to your ILL requests for the system to automatically add then to the lender string on your ILL requests, thus saving you time when processing those requests. Jan 23, 2024 · Use the search box to search by Partner Name, Alternate Name, Partner Symbol, and OCLC Symbol. By default, no notifications are turned on. Custom holdings for interlibrary loan. Password. Rapid Code. For additional information and assistance in determining which account to use, learn how to sign in to OCLC Service Configuration. There are two ways to sign in. Feb 7, 2024 · In this ten-minute video, you will learn how to create, edit, and maintain constant data records in OCLC Service Configuration for accuracy and efficiency in ILL borrowing and lending. Circulation policies and setting dependencies; Patron Type Policy; Collection Type Policy; Notifications and Jan 19, 2024 · Sign in to Service Configuration. Description. Discover tips and best practices for using EDIFACT messages for orders and claims in WorldShare Acquisitions. To offset the patron's due date: Aug 18, 2023 · When the Persistence Setting is turned On in the OCLC Service Configuration > WorldShare ILL > Interlibrary Loan Options module, the DEFAULT constant data record overrides other Constant Data applications including through automation. Edit the Section Header or use the default text. Oct 26, 2022 · Sign in to Service Configuration. May 1, 2024 · Search Filters Settings are available to WMS institutions, WorldCat Discovery premium institutions, and group catalogs. If the branch hours override is enabled, Circulation uses branch-level open hours as configured in the Open Hours screen when signed in to the OCLC Service Configuration using that Branch Registry ID. Sign in with your OCLC Services Account (WorldShare users) Apr 4, 2024 · Sign into OCLC Service Configuration. When patrons exceed the limits set in the policy: Sep 15, 2023 · Acquisitions. Use this screen to create or edit loan policies for your patrons. Set up integration. OCLC Usage Statistics: Use this portal to view, export, or get emailed reports about your usage of OCLC services. Click on the entry for the event branch where the renewals should be Jul 28, 2020 · WorldCat registry. Use the Circulation configuration spreadsheet to record your circulation configuration. Step 1: Contact the vendor. For libraries that are members of a circulation group, Hold Oct 23, 2023 · New Lending Requests Email Notification. Jun 5, 2023 · The deletion process will run weekly on Saturdays at 22:00 (10:00 PM) in your WMS data center's timezone. The Pull list will provide any relevant item in the variant record set that is otherwise allowed to fulfill the hold. This 90-minute course provides an overview of the WorldShare Interlibrary Loan service for new member libraries and/or new ILL staff to learn the basics, from setting up policies to placing or answering to ILL requests. To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Loans, and then select the Loan Policy Map link. Service Configuration Guide Author: OCLC Subject: Service Configuration Created Date: 9/9/2023 6:17:19 AM Apr 22, 2024 · Table of contents. Estadísticas de uso de OCLC: Use this portal to view, export, or get emailed reports about your usage of OCLC services. Mar 8, 2024 · Use this screen to set your hours of operation. Hold request policies are used to set how long hold requests remain active, the holds forwarding policy for libraries with multiple locations or branches, and if patrons can place holds on items they have checked out. Mar 6, 2024 · Run time: 13:14 Learn how to create and edit custom holdings groups and custom holdings paths then apply them to your interlibrary loan requests. Once Service Configuration is open, on the left navigation, click OCLC Service Configuration - WMS Circulation No image available Administrative settings for WorldShare Circulation are in OCLC Service Configuration. Select how you want to sign in by clicking either Use Your WorldCat Account or Use Your OCLC Services Account. For the Pickup Location field, click in the Field Values box. The Offline Circulation client must Aug 14, 2023 · In Service Configuration, on the left navigation, click WorldShare ILL > Request Forms. OCLC Service Configuration guide. To access this screen, sign in Service Configuration, open the WorldCat Registry left navigation and select Open Hours. To edit a custom holdings path: From the Custom Holdings Path drop-down, select the custom holdings path you want to edit. WorldShare provides a complete set of library management applications and platform services built on an open, cloud-based platform. Select the pickup locations to include on the request form, indicate the default selection, and click Save. Click Preview Book Sticker to preview the book sticker. If using automations to apply constant data, turn off the Persistence Setting. " Enter your institution's RapidILL information (provided by RapidILL), including: User Name. Once you have selected the Lender from the partner list, the Email Address and Need Before date will automatically populate with the information from the Address Book record for that partner institution. Use the Notification Policies screen to configure notifications to be sent to Apr 19, 2024 · No. Navigate to the Integrations section of the WMS Circulation module of the OCLC Service Configuration. Oct 26, 2022 · Overview. Use this screen to set your default print settings, logo image settings, and book strap and sticker settings in Tipasa. Optional. Automations are composed of match criteria you define along with actions you want the system to perform on matched requests. If this is your first time customizing the form, you will see the default form. Jan 12, 2024 · To access this screen, sign in Service Configuration, open the WorldCat Discovery and WorldCat Local left navigation, select Relevancy and Scoping. oc. 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. Your Service Configuration session is now pointed at the selected branch. To access this screen, sign in to OCLC Service Configuration, open the WorldShare ILL module from the Jun 3, 2024 · This setting allows you to determine whether the patron's due date should occur before the lender's due date. If the item's library location impacts the policies you set for the item, include all locations and statuses. Toggle on the Display alternative subject headings in search results and item details setting. On the Room Configuration screen, click Create New. Aug 16, 2023 · When the Persistence Setting is turned On in the OCLC Service Configuration > WorldShare ILL > Interlibrary Loan Options module, the DEFAULT constant data record overrides other Constant Data applications including through automation. Step 2: Configure your vendor. org account. Aug 30, 2023 · To access this screen, sign in Service Configuration, open the WorldCat Discovery and WorldCat Local left navigation, select ILS Support and Maintenance. Users can sign in to Service Configuration using two different methods: Sign in with your WorldCat Account. Step 1: Policy Considerations and setup. Jun 26, 2024 · Introduction to OCLC Interlibrary Loan. For OCLC members, it also allows configuration of OCLC products and services. WorldShare Management Services sandbox. Click Add/Edit symbol (s). oy dt od hd dq hu bd gl an rv