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OCLC Support

Set up integration

Before you begin

  1. Verify that the ZFL-Server instance can integrate with WorldShare.
  2. 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.
  3. 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.
Location 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.

  1. From the Admin module, click on User Management and select New User.
  2. 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.
  3. 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.

Admin/General > 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.

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.  Integration will be active based on the configured settings after this page is saved.

Circ_ZFL_enable.png

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

 

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