OCLC profiled groups

For borrowing

Profiled groups allow you take full advantage of Smart fulfillment, ensuring requests are sent to lenders that are most likely to fill them. The following tips will help you make the most of profiled groups:

• Include profiled groups along with your custom holdings groups in your Custom Holdings Paths for building lender strings. These paths specify which potential lenders receive your requests. 
• Use the Automated Request Manager to build smart lender strings and send requests directly to lenders.
• To save costs, include profiled groups that include reciprocal libraries at or near the top of your custom holdings path. Examples include regional groups with reciprocal agreements and Libraries Very Interested in Sharing (LVIS).
• For loan automations, placing profiled groups with libraries geographically close to yours at or near the top of your custom holdings path may make sense.
• For copy automations, place profiled groups with libraries located around the world, e.g., LVIS, at or near the top of your custom holdings path - to make the most of intelligent timing.

For more information, see Smart fulfillment.

For lending

Profiled groups can be used as match criteria for identifying borrowing partners for lending automations. For example, for reciprocal groups that lend to for free, the system can automatically apply constant data with a charge of $0. For more information, see Automated Request Manager for Lending.

Tipasa users can take advantage of profiled groups to automatically place requests from specified groups in special queues for priority borrowers. Examples include groups for which you promise faster turnaround times or charge a specific amount. For more information, see Lending Priorities.