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OCLC Support

How do I add Laptops or other items to WMS for Circulation?

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Applies to

  • WorldShare Record Manager
  • WorldShare Circulation
  • Service Configuration 

Answer

In WorldShare Record Manager, locate a bibliographic record in WorldCat for a laptop or the type of hardware you're looking to add. If an existing record has the correct publisher details (brand and model of yours), then use that record. Otherwise, derive a record from the closest match, then edit and add the details you require.

  1. You will notice you need to use the 'object' format for these, as there is no equipment format.
  2. If you have derived a bibliographic record, add the new record to WorldCat and take note of the OCLC number.
  3. If you need to create a new shelving location for these items, then log into Service Configuration  >  WorldCat Discovery and WorldCat Local >  Holding Codes & Shelving Location Messages > expand the Holding Codes Translation Table > type in the new shelving location required. Save your changes.
  4. Logout of WMS and back in to be able to see the new shelving location.
  5. In Circulation > Discover Items, look up OCLC number you've just created using the scope All WorldCat.
  6. Select the title and click Add item.
  7. Add in the shelving location, barcode, etc., and save your changes.

If you do not already have a loan policy to use with these materials, you will need to set up a loan policy to circulate these items. Some considerations:

  1. Loan Limit policy  (allowing 1 item to be loaned only)
  2. Loan Limit Matrix  (who this limit policy applies to)
  3. Loan Policy (1 week loan policy or duration you require for these items)
  4. Loan Policy Map (who this rule applies to, what material type, branch, shelving location & Loan Policy)
  5. Ensure you have a corresponding Notification & Overdue Bill Policy for these items.

Additional information

Information on setting up a new loan policy here: Loan Policy, Loan Policy Map, Loan Limit Matrix, Loan Limit Policy

As well as creating a new shelving location: Where can I create a new shelving location?

Page ID

22162