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OCLC

Circulation policies and setting dependencies

The following table provides an overview of each policy within the WMS Circulation module and how it relates to other settings in Service Configuration.

Circulation Policy Used To Depends Upon Used In

Admin/General > Accruing Fines Policy

Determine if accruing fines and fees should be included in a patron's outstanding bill value limit

Applies to all patron types that have an Outstanding Bill Value Limit set in their Patron Type Policy

 

Admin/General > Default Locations

Set the default location for a free text hold request

Holding Code, as set on the Holding Codes Translation Table screen.

Shelving Location, as set on the Holding Codes Translation Table screen.

 

Admin/General > Deleted Items

Set a retention period for deleted items

OCLC recommends retaining deleted items for a minimum of two weeks.

 

Admin/General > Display Patron Information

Determine how to display patron notes and patron expiry warnings

 

 

Admin/General > History

Determine if the system will store transaction history and for how long

 

 

Admin/General > Hold Fulfillment Preferences

(only applicable to WMS libraries with group aware)

Determine if your library's patrons will be preferred over patrons from other libraries within your group

 

 

Admin/General > Hold Priority

Set hold priorities based upon format and patron type

Material Format*

Patron type, as set on the Institution Borrower Categories screen in the WMS Institution module.

 

Admin/General > POS Printer Preferences

Download the POS (point of sale) printer application and set your port number

 

 

Admin/General > Replacement Cost

Set default replacements costs for material formats

 

Long Overdue and Lost Policy

Admin/General > UI Preferences

Set if a staff alert will display when items with lost, missing, claimed never had, or claimed returned statuses are checked in

   

Admin/General > UI Tax Policy

Control the display of tax values on bills in patron accounts

You must select auto calculate tax on the Bill Reason screen for tax to be included in bills.

Tax rate, as set on the Currency and Locale screen in the WorldCat Registry module.

 

Bill Reason

Set reasons for billing a patron

 

Bill Structure

Long Overdue and Lost Policy

Manual billing in WorldShare Circulation

Bill Structure

Manage fixed and periodic bills

Bill Reason

Hold Fulfillment Policy

Hold Request Policy

Long Overdue and Lost Policy

Loan Policy

Circulation Receipts

Customize circulation receipts

 

 

Debt Collection

Integrate WorldShare Circulation with an external debt collection service

 

External integration

Group Payment Policy

Determine which institutions in your group can accept payment and waive bills for your patrons

 

 

Hold Fulfillment Policy

Determine how long items stay on the hold shelf

Bill Structure

Notification Policy

Hold Fulfillment Policy Map

Hold Fulfillment Policy Map

Apply hold fulfillment policies to patron types and items

Hold Fulfillment Policy

Holding Code, as set on the Holding Codes Translation Table screen.

Patron Type Policy

Material Format*

Shelving Location, as set on the Holding Codes Translation Table screen.

 

Hold Limit Matrix

Apply hold limit policies to patron types and material format

Hold Limit Policy

Material Format*

Patron Type Policy

 

Hold Limit Policy

Limit the number of items patrons can place on hold

 

Hold Limit Matrix

Hold Request Policy

Set how long hold requests remain active in the system

Bill Structure

Notification Policy

Hold Request Policy Map

Hold Request Policy Map

Apply hold request policies to patron types and material formats

Hold Request Policy

Material Format*

Patron Type Policy

 

Loan Limit Matrix

Apply loan limit policies to patron types and items

Holding Code, as set on the Holding Codes Translation Table screen.

Material Format*

Loan Limit Policy

Patron Type Policy

Shelving Location, as set on the Holding Codes Translation Table screen.

 

Loan Limit Policy

Limit patron accounts based on items on loan, total value of loans, and times a loan can be renewed

 

Loan Limit Matrix

Loan Policy

Set loan periods for patrons

Bill Structure

Notification Policy

Open Hours

Loan Policy Map

Loan Policy Map

Apply loan policies and long overdue and lost policies to patron types and items

Holding Code, as set on the Holding Codes Translation Table screen.

Loan Policy

Long Overdue and Lost Policy

Material Format*

Patron Type Policy

Shelving Location, as set on the Holding Codes Translation Table screen.

 

Location Policy

Configure item availability, hold fulfillment availability, reshelving period, and in processing status for items based on their location

Holding Code, as set on the Holding Codes Translation Table screen.

Material Format*

Shelving Location, as set on the Holding Codes Translation Table screen.

 

Long Overdue and Lost Policy

Determine when items become long overdue or lost for billing purposes

Bill Reason

Bill Structure

Replacement Cost

Loan Policy Map

Notification Policy

Configure notifications and when to send them

 

Hold Fulfillment Policy

Hold Request Policy

Loan Policy

Patron Type Policy

Scheduling Policy

Offline Client

Download the Offline Circulation client, which allows you to perform circulation transactions when WorldShare Circulation is not available

Holding Code, as set on the Holding Codes Translation Table screen.

WMS NCIP Service WSKey

 

Patron Type Policy

Set patron limits for each patron type

Institution Borrower Categories

Notification Policy

Hold Fulfillment Policy Map

Hold Limit Matrix

Hold Request Policy Map

Loan Limit Matrix

Loan Policy Map

Scheduling Policy Map

Payment Method

Set accepted billing payment methods

 

Manual billing in WorldShare Circulation

Room Configuration

Currently disabled

 

 

Scheduling Policy

Set scheduling periods for items

Notification Policy

Scheduling Policy Map

Scheduling Policy Map

Apply scheduling policies to patron type and items

Holding Code, as set on the Holding Codes Translation Table screen.

Material Format*

Patron Type Policy

Scheduling Policy

Shelving Location, as set on the Holding Codes Translation Table screen.

 

SIP2 Configuration

Specify the settings for your SIP2 client (such as a self checkout machine)

 

External integration

SIP2 Custom Messages

Customize SIP2 messages

 

External integration

SIP2 IP Address

Register the IP addresses of your SIP2 clients for communication with the server

 

External integration

 * Material format is defined in an item's master record. For more information, see Material Type Names and Codes to determine how the master record provides material format.

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