Circulation Integration
Circulation
For WMS libraries:
Activating integration is the final step in configuring WorldShare Interlibrary Loan and WorldShare Circulation integration.
- Complete all steps as described in Set up WorldShare Interlibrary Loan and WorldShare Circulation integration.
- Select the On check box below Enable WMS Circulation integration to activate the integration.
- Select WMS from the ILS drop-down list.
- Enable additional borrowing configurations.
- Enable additional lending configurations.
- Click Save.
Borrowing configurations
Configure additional options as the borrowing institution by selecting the On check box. Options include:
Lending configurations
Configure additional options as the lending institution by selecting the On check box. Options include:
Configuration | Description |
---|---|
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:
- Select Add location.
- Enter the Location name, Location code, and Location type.
- 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.