Set up integration

Before you begin

Verify that the ZFL-Server instance can integrate with WorldShare.
Verify that the WorldCat Registry has an entry for every library that you borrow from or lend to via ZFL-Server.
- The WorldCat Registry provides the Name, ISIL, and Shipping Address of the institution.
Obtain the ZFL-Server host and port information.

Borrowing configuration

Determine the Item Holding Location and Shelving Location to be used for temporary items created in WorldShare Circulation. This will determine which Circulation policies will be invoked for ILL requests as well as the where items must be checked in to fulfill holds and trigger the Return message to ZFL-Server at the end of the patron's loan period. This location will be entered into the ILL Settings section of the WorldShare Circulation module of the Service Configuration in the final step of enabling integration.

Note: Most temporary items will be created with the material format of Other.

Borrowing policy considerations

Policy	Considerations
Circulation Notification Policy	Determine which notifications to send to patrons. Circulation notices: Bill Notification Hold Pickup Notification Hold Shelf Expiry Notification Loan Overdue Notification Recall Notifications
Loan Policy Long Overdue Policy Loan Policy Map	Determine billing, loan periods, renewals, and recalls for ILL items.
Hold Limit Policy Hold Limit Matrix	Determine the number of items that can be placed on hold for your patrons.
Hold Request Policy Hold Request Policy Map	Determine how long hold requests remain active and the holds forwarding policy for libraries with multiple locations or branches. Note: Circulation will not notify ZFL-Server if a borrowing hold expires.
Hold Fulfillment Policy Hold Fulfillment Policy Map	Determine pick-up notice and hold shelf expiration date for ILL items.
Hold Pickup Locations Map	ZFL integration uses the requesting patron’s home branch as the pickup location for hold requests. Ensure that holds created by ZFL have valid pickup locations by including a row in the Hold Pickup Locations Map where the Holding Location and Shelving Location are the values used for temporary ZFL items and all patron home branches are represented in the Default Pickup Locations and/or Alternatives Pickup Locations.
Collection Type Policy	Determine item availability, hold fulfillment availability, and the reshelving period for items in your Item Holding Location and Shelving Location to be used for temporary items.

Lending configuration

Create a patron account in order to check-out materials that will be lent to other institutions.

From the Admin module, click on User Management and select New User.
Enter the required information: Barcode, Patron Type, and Home Branch.
- Patron Type can be used to impact how policies are mapped.
- The Home Branch will be set as the pickup location for holds. This is where items must be checked in prior to checkout to trigger the Shipped message to ZFL-Server.
Optional. Enter an email address associated with a staff account to receive notifications about lending requests.

When lending materials, you will use this account to check out your items to borrowing libraries. When viewing the item in WorldShare Circulation, the Item Details will include the AFL number and the borrowing institution for additional reference.

Lending policy considerations

Policy	Considerations
Circulation Notification Policy	If desired, set up notifications for overdue materials to go to the patron account setup for borrowing institutions. Circulation notices will be sent to the email address included on the institution patron account set up by your institution. Bill Notification Loan Overdue Notification Recall Notification
Patron Type Policy	You may wish to create a new Patron Type Policy specifically for the ZFL-Server lending account. Note: All limits should be set to No Limit to avoid the account being blocked.
Hold Priority	Determine the hold priority for the patron type created for lending to borrowing institutions.
Hold Limit Policy Hold Limit Matrix	Determine the number of items that can be placed on hold for your patron account created for borrowing institutions.
Hold Request Policy Hold Request Policy Map	Determine how long hold requests remain active and the holds forwarding policy for libraries with multiple locations or branches. Note: Circulation will not notify ZFL-Server if a lending hold expires.
Hold Pickup Locations Map	ZFL integration uses the borrowing institution account’s home branch as the pickup location for hold requests. Ensure that holds created by ZFL have valid pickup locations by including a row in the Hold Pickup Locations Map where the Patron Type is the type selected for borrowing institution accounts and the accounts’ home branch is included in the Default Pickup Locations or Alternatives Pickup Locations.
Loan Policy Loan Policy Map	Determine billing, loan periods, renewals, and recalls for ILL items.

Enable integration

After completing the above steps, enable ZFL-Server integration.

Caution: Activating features on this page is the final step. The integration will be active based on the configured settings after this page is saved.

Navigate to the WMS Circulation module of the OCLC Service Configuration.
Select ILL Settings and locate the ZFL section.
Select Yes under Enable.
Enter the Borrowing Institution Patron Barcode.
Specify the Temporary Item Holding Location and the Temporary Item Shelving Location.
Enter the Hostname and Port for the ZFL-Server.
Click Save.