Einrichten der Integration

Einrichten der Dienstkonfiguration

Um die Integration einzurichten, benötigen Sie Zugriff auf die Servicekonfiguration. Wenn Sie keinen Zugriff haben, bitten Sie Ihren WorldShare Management Services (WMS)-Administrator, Systembibliothekar oder den für die Konfiguration zuständigen Mitarbeiter um Unterstützung beim Zugriff und der Einrichtung.

Schritt 1: Richtlinienüberlegungen und Einrichtung

Review policies for Borrowing integration:

Determine the Item Holding Location and Shelving Location to be used for temporary items created in WorldShare Circulation.  This will determine which Circulation policies will be invoked for ILL requests as well as the location where the temporary item is checked in and the branch where holds are fulfilled.  This location will be entered into the ILL Settings section of the WorldShare Circulation module of the Service Configuration in Step 2.

Based on the chosen Holding Location and Shelving Location, review the following Circulation policies:

Review policies for Lending integration:

Create a borrowing institution patron account in order to check out materials that will be lent to other institutions via WorldSHare Interlibrary Loan.  

1. Klicken Sie im Admin -Modul auf Benutzerverwaltung und wählen Sie Neuer Benutzer aus.
2. Geben Sie die erforderlichen Informationen ein: Barcode, Benutzertyp und Heimatfiliale.
3. Optional. Geben Sie eine mit einem Mitarbeiterkonto verknüpfte E-Mail-Adresse ein, um Benachrichtigungen zu Ausleihanfragen zu erhalten.

When lending materials, you will use this account to check out your items to borrowing libraries.  When viewing the item in WorldShare Circulation, the Item Details will include the Request ID and the borrowing institution for additional reference.

Schritt 2: Aktivieren Sie die WorldShare Circulation-Integration mit WorldShare Interlibrary Loan

Use the ILL Settings section in the OCLC Service Configuration to enter settings related to Circulation information to be used with the WorldShare ILL integration.

1. From the OCLC Service Configuration, navigate to the WMS Circulation module and select Integrations and ILL Settings. 
2. Under the Tipasa and WorldShare ILL section, select Yes next to Enable.
3. Enter the Required information:
    

   Field	Description
   Borrowing Institution Patron Barcode	The barcode for the borrowing institution patron account created in Step 1.  This barcode is used when items are checked out to be lent to borrowing institutions in WorldShare Interlibrary Loan.
   Temporary Item Holding Location	Designate the Hold Location for temporary items created within WorldShare Circulation. Items will be held at the designated location and may need to be routed to the patron's specified pick-up branch location.
   Temporary Item Shelving Location	Designate the Item Shelving Location for temporary items created within WorldShare Circulation.  Temporary items will be created at the designated location.

    Note: These settings are required for integration with both borrowing and lending in WorldShare ILL.

4. Optional.  If you are charging patron fees for your ILL material, enter the information in the Patron Fee section.  Use this section to apply billing policies for your ILL materials.
   
   If enabled, Patron bills are assessed when the lending library marks a request as Shipped.  The fee will appear in the Bills tab of the patron's Circulation record.  The Request ID will appear in the Bill note.
   • When an item is checked out, the system evaluates the rows in the map in this order until a match is found:
     1. Top to bottom (rows)
     2. Left to right (settings in rows)
         
   • Patron Fee fields:
      

     Field	Description
     Patron Policy	Policies based on patron account limitations.  See Patron Type Policy for more information.
     Service Type	Determine whether this policy is applicable to Loan or Copy requests.
     Bill Reason	Indicate which Bill Reason to apply to this policy.   For ILL fees to be assessed, the associated Bill Reason must be set to Applies to anything under the Associated With setting.   See Bill Reason for more information.
     Fee Type	Determine which type of fee to assess: Fixed A fixed amount is assessed against the patron's account in your local WMS currency. Lending Charge The charge from the lending institution is assessed against the patron's account.  If the currency of the lending charge differs from your local WMS currency, the fee will be a Fixed fee in your local WMS currency. Set the Lending Charge Alternative to determine this fixed fee amount.
     Fee Amount	Set the fixed fee amount. This amount is charged to the patron regardless of the lending library's charge. If you do not wish to assess a patron bill in certain cases, set: Fee Type to Fixed Fee Amount to 0.00
     Lending Charge Alternative	Set the fixed fee amount if the currency of the lending charge differs from your local WMS currency.  If you do not wish to assess a patron bill in certain cases, set: Fee Type to Fixed Fee Amount to 0.00

     
      
5. Click Save.

Schritt 3: Bearbeiten Sie Ihr Mäzen-Anfrageformular

To use the integration with the WorldCat Discovery Patron Request Form:

You must have your Patron Request Form configured with the Patron ID field so that patrons are required to enter their patron barcode when submitting ILL requests. If you do not already have this field configured, complete the steps below. For additional information about editing the Patron Request Form, see Configure your patron request forms.

1. Click WorldShare ILL > Patron Request Workforms in the left navigation. 
2. Ensure that you have a Patron ID field in your form. You can change the name of this field to Patron Barcode or other library-specific terminology to direct the patron to enter this information.
3. Optional—Instructions for your patrons: Patrons must enter their patron barcode in the Patron Request Form. It will automatically populate if the user is signed in. You may want to add a Note to Patron field below the Patron ID field on your form to provide information about what must be entered (e.g., Please enter your 9-digit patron barcode in the field above.).
4. Select the required check box for the Patron ID field to require patrons to enter this information when placing a request. If no Patron ID or an invalid Patron ID is entered, the integration process will not work. Patron ID's will be automatically linked to the request if the user is signed in.
5. Click Save.

To use the integration without the Patron Request Form:

If you do not use the patron request form in WorldCat Discovery to allow patrons to create their own requests, staff can supply the patron ID in the ILL request screen to trigger WorldShare Interlibrary Loan-Circulation integration.

Step 4: Activate WorldShare Interlibrary Loan and WorldShare Circulation integration

After you have completed the above steps, activate WorldShare Interlibrary Loan and WorldShare Circulation integration.

 Caution: Activating features on this page is the final step.  Integration will be active based on the configured settings after this page is saved.

1. Navigate to your WorldShare ILL module of the OCLC Service Configuration and select Circulation Integration.
2. Select the On check box next to Enable Circulation integration
3. Select WMS from the ILS drop-down.
4. Optional.  Configure additional options for Borrowing and/or Lending.
5. Click Save.

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