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OCLC Support

Place Hold/Request Buttons

Libraries using WorldShare ILL, ILLiad, Tipasa, or another interlibrary loan service can customize the resource sharing button that appears in WorldCat Discovery and points to your Interlibrary Loan form. The resource sharing button appears under Availability in the Item Detail section of WorldCat Discovery.

 Note: The Place Hold (Level 1) button is available to all WorldCat Local and WMS libraries and to WorldCat Discovery libraries who have purchased real-time availability. All libraries can enable a supported Resource Sharing fulfillment option.

Important notes for all button labels:

  • If you have configured a Full Text OpenURL resolver for outgoing requests, the button text will display as a link that says Check eResources.

Place Hold/Request button (Level 1)

If patron-initiated requests are allowed, a fulfillment button will appear to users. You may customize the button by providing the following:

  • Level 1 Button Label: What terminology do you prefer for patron-initiated requests for items in your collection? For best display, keep this label under 25 characters.
    • Click the check box to open the link in a new window when users click the button. This feature does not apply to WorldShare users.
    •  Note: This button text will be used in the select menus under the For items owned by… section.

Recall button (Level 1)

In WorldShare libraries using WorldCat Discovery, if patron-initiated requests are allowed, a recall button will appear to users. Currently, there is no restriction based on the types of items that can be recalled or the types of patrons that can perform a recall.

  1. Check the box to Enable Recalls as a fulfillment option. The Level 1 Tool Tip Text field appears.
  2. Enter tool tip text or use the default text, Recall - "Request Item".  This text will appear when you hover over the recall button or click on the tool tip icon.
    • For best display, keep this label under 25 characters.
  3. Optional. Click Add Translated Display Text to provide translated text. The Language options and translation screen appears.
    1. Enter translated text. These fields have a 40 character limit.
    2. Click the X at the top of the scree to save and close translated text.

For information about how to use this feature, see Recall items.

Resource Sharing (Any level)

If you have Resource Sharing Management software that will accept incoming OpenURLs, you can configure it as your resource sharing option in WorldCat Local and WorldCat Discovery. If you do not have resource sharing configuration via OpenURL, WorldCat Local and WorldCat Discovery will display resource sharing options to your patrons when a user is IP authenticated to WorldShare Interlibrary Loan.

The resource sharing options configured at this level (regardless of who holds the item) will always be used. If you do not have ILLiad, WorldCat Local will use WorldShare Interlibrary Loan to let patrons initiate interlibrary loan requests as configured by your settings.

Available fields include:

  • Resource Sharing Button Label: This button text will be used in the select menus under the For items owned by... section. For best display, keep this label under 40 characters.
    • To include translated display text, click Add Translated Display Text and enter alternate button labels in the appropriate field. Click Done to save.
      • Translated language options include Czech, Dutch, English, French, German, Italian, Japanese, Korean, Maori, Portuguese, Simplified Chinese, Spanish, Swedish, Thai and Traditional Chinese.
    • If you do not enter custom text the following text will appear: Request Item through Interlibrary Loan
    • Click the check box to open the link in a new window when users click the button.
  • Type of button configuration: Choose the type of button for your OpenURL Resolver.
    • Choose OpenURL 1.0 if you use an OpenURL 1.0 based solution (such as Tipasa, ILLiad, or a web request form)
    • Choose Custom URL if you use WorldShare ILL, WorldCat Discovery, WorldCat Local or WMS, to take users to the correct ILL service or workform
    • Do not choose OCLC Resource Sharing, this option is no longer active
    • Choose WCRS/WS ILL if you use WorldCat Resource Sharing or WorldShare ILL

 Note: WorldCat Discovery users may only choose OpenURL 1.0 or WCRS/WS ILL

  • Configure an additional button (optional): You may configure more than one fulfillment button to handle resource sharing requests (at level 2, 3, or 4), although only one button may show at a time. To configure an additional button, click Configure an additional button.

For items owned by [your library]

Select the options you prefer for when you want to display the fulfillment options to your users at the local, group and worldwide levels. Specify when to display each fulfillment button.

 Note: WorldCat Navigator member libraries please contact OCLC to make changes to these OpenURL Resolver Resource Sharing settings.

Available fields include:

  • Display Level 1 fulfillment button: Choose when to display a fulfillment button for Level 1. You can provide specific text depending on material type by selecting "It depends on item type, status, and location". For example, “This item does not circulate at NAME OF LIBRARY, or has special loan restrictions. Please speak with your librarian.”
    If your library is using WMS, the options to configure your form will appear under WMS Place Hold Form Display.
  • Display WorldCat Libraries fulfillment button: Choose when to display a fulfillment button for WorldCat libraries. You can provide specific text depending on material type by selecting "It depends on item type, status, and location".

 Note: If your library uses availability settings, you must also configure OPAC Statuses, Locations and Circulation Policies.

Material types:

  • Monograph (default type): Anything that is not in one of the groups below
  • Serial: Leader value of serial, not web-based
  • Article: Leader value of article
  • E-Serial: Leader value of text serial and cataloged as an internet resource. Also Leader value of Computer File and cataloged as an internet resource and serial
  • Mass digitized electronic content: Electronic-only format and is known to be free
  • All other electronic content: Any other electronic content such as e-books, e-computer files, e-audio, e-visual materials, and e-maps

WMS Place Hold Form Display

If your library is using WMS and configures Display Level 1 fulfillment button, these configuration options appear.

Enable place hold form types and fields your library users can submit from WorldCat Discovery. These configurations apply to Level 1 WMS place hold forms only. For information about how to configure your form, based on material type and format, see Place holds on items.

Use the toggle switch to enable or disable the following fields:

  • Display hold request date fields on place hold form: Choose to enable "Dates I need it" to display in your request form. This will allow patrons to specify a need by date in their request.
    WorldCat Discovery only. Display of these fields are collapsed by default.
  • Display shelving locations on Any Copy and Special Request request types: Choose to enable shelving locations for requests for Any Copy or Special Request types.
    WorldCat Discovery only.
    • WMS Place Hold Form Request Types: Choose to enable
    • Display Any Copy request type
      WorldCat Discovery only.
      • Display hold notes field on Any Copy request
        This option is only available when Display Any Copy request type is enabled. WorldCat Discovery only.
    • Display Specific Copy/Volume request type
      WorldCat Discovery only. Allows library users to select one or many specific copies and volumes from each shelving location, up to 10.
      • Display hold notes field on Specific Copy/Volume request
        This option is only available when Display Specific Copy/Volume request type is enabled. WorldCat Discovery only.
    • Display Special Request request type
      WorldCat Discovery only. The hold note is the only required field for  special requests.

 Note: At least one request type must be enabled when a Level 1 fulfillment button is enabled.

For items owned by WorldCat Libraries

Choose the options you prefer if you choose to display fulfillment options to your users at the local, group and worldwide levels. Specify when to display each fulfillment button.

 Note: WorldCat Navigator member libraries, please contact OCLC Support to make changes to these OpenURL Resolver Resource Sharing settings.

Display WorldCat Libraries fulfillment button: Choose when to display a fulfillment button for WorldCat libraries. You can provide specific text depending on the situation by selecting "It depends on item type, status, and location."

When you are finished, click Save Changes to save and continue or Cancel to start over.