Learn how to sign in and enter your library's information into the Policies Directory.
Sign in to the Policies Directory
Sign in to the OCLC Policies Directory. You need your WorldShare Interlibrary Loan or Tipasa username and password to use the Policies Directory. Alternately, you may link directly to the Policies Directory from the WorldShare ILL or Tipasa home page or use your OCLC ILL authorization and password to log in to the Policies Directory.
You may be prompted to update your policies periodically.
The Profile tab provides a summary of your institution’s information. The table below indicates where the information is stored.
|Name (Symbol)*||Library's name, as it would appear on a shipping label or billing address.|
|Also Called*||Library is also called by this name.|
|Location*||City, state/province, postal code, country.|
|Shipping Address||The library's mailing address, as defined on the Contacts tab.|
|Institution Type*||The library's description of itself (one type per library).|
Indicates whether the library lends through OCLC.
Possible conflict between statuses: See Change Supplier Status.
|Days To Respond||
Indicates the number of days needed to respond to a request (4, 8, 12, 16 or 20).
Note: For more information about Days To Respond, see Days to Respond.
|Non-Circulating||Materials, formats, or collections that are not lent out.|
|Periods||Length of time items are loaned or renewed, as defined on the Policies tab. The shortest and longest periods on the Policies tab show up here.|
|Fees||The range of costs to the borrower of loans or copies, as defined on the Policies tab.|
|Request Methods||Methods used by borrower to request loan or copy of an item, as defined on the Policies tab.|
|Delivery Methods||Methods used by lender to send requested item, as defined on the Policies tab.|
|Group Affiliations||Groups of which the library is a member. Defined by OCLC and the library.|
|International Lender||Countries the library will lend to (in addition to the country in which the library is located), as defined on the Policies tab.|
Asterisks (*) indicate that data in the field comes from the WorldCat registry (Not Defined indicates the data is absent). To change this data, log on to the registry.
|Article Exchange||The library's status for OCLC Article Exchange is listed.|
|Odyssey Address||The library's Odyssey FTP address, as defined on the Contacts tab.|
|Library Catalog URL*||The institution or library's Web-accessible catalog.|
|Library Homepage URL*||The institution or library's main Web site address.|
|Lending URL||The internet address of the part of the library responsible for lending.|
|FEIN*||Federal Employer Identification Number (also known as Federal Tax Identification Number). A nine-digit number issued by the Internal Revenue Service to track a business's tax returns.|
You may want to change your supplier status for periods of time when you are unable to fill requests. These situations might include vacations, library holidays, or situations when your collections will be inaccessible, such as when a library or collection is being moved, or during renovations.
Possible conflict between statuses. Changing Supplier status on the Profile tab overrides any Supplier status you may have set on the Schedule tab (under Closures). However, during Closure periods Supplier status is checked on the Schedule tab every midnight (Eastern Standard Time). If the two statuses conflict, the status on the Profile tab is changed to match the status on the Schedule tab. The only time the two statuses might conflict is during a Closure period.
|Tab from which supplier status is changed||Timing of change to supplier status in FirstSearch databases|
|WorldCat||All other databases|
|Profile||Real time||Midnight (EST)|
|Schedule||Midnight (EST)||Midnight (EST)|