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OCLC Support

Admin/General

Replacement Cost

Use this screen to set default replacements costs for material formats.

  • Refer to Long Overdue and Lost Policy to see when and how replacement cost is applied.
  • It is recommended that libraries add replacement costs for their most common material formats.
  • If an item does not have a cost listed in its local holding record (field 876 ‡c) or a replacement cost, then the system cannot assign a charge.

Replacement Cost fields:

  • Add/Delete (rightmost column): To add a row, click the Add button (Add button). To delete a row, click the Remove button (Remove button).
  • Material Format: 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.
  • Replacement Cost: Amount of the replacement cost for the specific material type.

Related polices:

Replacement Cost is used in:

Hold Priority

Use this screen to set hold priority for patron types.

  • Hold priority determines which patron type receives an item on hold first.
  • Patron types are created on the Institution Borrower Categories screen in the WMS Institution module.

Hold Priority fields:

  • Add/Delete (rightmost column): To add a row, click the Add button (Add button). To delete a row, click the Remove button (Remove button).
  • Borrower Category: Patron type, as set on the Institution Borrower Categories screen in the WMS Institution module. It is recommended to add a row for each patron type
  • Material Format: 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.
  • Priority: Priority level for the patron type. The lower the number, the higher the priority. Multiple rows can have the same priority level.
    Use the following configuration to provide the same hold priority to all patrons:
    Material Format Borrower Category Priority
    All All 1

    Use the following configuration to provide faculty with a higher hold priority than other patrons:
    Material Format Borrower Category Priority
    All Faculty 1
    All All 2

    This will automatically place faculty hold requests at the top of the queue.

Related policies

Hold Priority depends upon:

Deleted Items

Use this screen to set a retention period for deleted items.

  • Items deleted from WMS will not display to the public, but will be saved by the system.
  • Until the item is purged from the system, staff will be able to retrieve the item by barcode in WMS.
  • The system-wide job to purge deleted items runs every Sunday. Deleted items will be retained until the job runs.
  • The system retains old barcodes until the deleted items are purged.
  • A deleted item's status is Withdrawn.
  • A deleted barcode may not be able to be reused until the item has been purged.

Deleted Items fields:​​​​​​

  • Retain Deleted items for: The length of time deleted items will be retained. It is recommended to retain deleted items for a minimum of two weeks. Enter 0 to purge deleted items the next time the system-wide job runs.

History 

Use this screen to store transaction history and notification history.

  • Transaction history and notification history are not dependent on one another; you can choose to store one, both, or none.

Transaction History

Use this setting to store transaction history for items and patrons.

  • The system retains circulation transactions (check ins, check outs, etc.) when transaction history is stored.
  • When stored, transaction history can be viewed:
    • In the Transaction History section of the Item Details screen (item transaction history)
    • In the History tab of a patron account (patron transaction history)

Transaction History fields:

  • Retain history for: If you select to store transaction history, you must set the length of time transaction history will be retained.
    • Enter 0 to turn off automatic purging and retain history indefinitely.
  • Store history: Select if you want to store transaction history.
    • If you select No (default), transaction history will not be stored.
    • If you select Yes, transaction history will be stored for the specified length of time.

Purging

  • On the item statistics screen, the patron associated with the status of the item and the last patron the item was issued to will always be shown, regardless of the transaction history setting.
  • Only transactions that take place after transaction history has been set to Store will be retained.
  • Once transaction history is purged, it cannot be recovered.
  • Changing transaction history from Store to Do Not Store will not retain previously stored history. All transactions will be purged.

Notification History

Use this setting to store notification history.

  • The system retains the notifications sent to patrons when notification history is stored.
  • When stored, notification history can be viewed in History tab of the patron record

Notification History fields

  • Retain history for: If you select to store notification history, you must set the length of time transaction history will be retained.
    • The maximum time notification history can be stored is 18 months.
  • Store history: Select if you want to store notification history.
    • If you select No (default), notification history will not be stored.
    • If you select Yes, notification history will be stored for the specified length of time.

UI Tax Policy

Use this screen to control the display of tax values on bills in patron accounts.

  • The system calculates tax so it is included in the total amount.
  • You must select auto calculate tax on the Bill Reason screen for tax to be included in bills.
  • Enter the tax rate for your institution on the Currency and Locale screen in the WorldCat Registry module.

UI Tax Policy fields

  • UI Tax Policy: Select to show tax in the Bills tab in the patron account.
    • Show Everywhere: Tax amount appears in a popup window when you put the cursor over the bill amount. The bill amount is underlined.
    • Show Nowhere: Popup window does not display. The bill amount is not underlined.

Default Locations

Use this screen to set the default location for a free text hold request.

  • Free text hold requests allow patrons to enter text in a free text box when placing holds on items in WorldCat Local/Discovery.
  • A default holding and shelving location is required and will be used as your default location if OCLC staff has activated free text hold requests for your instance of WMS.
  • If you would like to activate free text hold requests, contact OCLC Support or your Implementation Manager.

In WorldCat Local/Discovery, on the Hold Request screen, when a patron places an item-level hold on a multipart set or serial within the default location, they will be able to select Other from the list of copies/volumes and type in their request.

Once a hold is placed on an item using the free text hold request, the item appears on the Pull list and clear hold shelf with a system generated barcode and the patron supplied text.

Default Locations fields

  • Default Holding Location: Holding Code, as set on the Holding Codes Translation Table screen.
  • Default Shelving Location: Shelving Location, as set on the Holding Codes Translation Table screen. If an item has a temporary and permanent location in WMS, the circulation policy will use the temporary location.

Display Patron Information

Use this screen to configure patron notes display settings and patron expiry warnings in WMS.

Patron Notes

Use this setting to display the types of notes visible in the Account Overview section of the patron account.

Patron Notes fields

  • Patron Note Types to Display: Select the note types to be shown on the patron account to either Staff Notes Only or  Both Public and Staff Notes.
    • The default setting is to display staff notes only.

Patron Expiry Warning

Use this setting to configure a popup notification when a patron's account is approaching its circulation expiration date.

  • This is a global setting for all patron accounts, regardless of patron type or home branch

Patron Expiry Warning fields

  • Display on Accessing Patron Account: Select if you want to receive popup notifications about patron account expiration dates As a Blocking Popup or Never.
    • The default setting is not to display a notification.
  • Display Period: If you select to receive popup notifications, you must set the length of time prior to the patron account's expiration date that the notification should appear.

Additional Patron Notifications

UI Preferences

Use this screen to set check in alerts for selected item statuses.

Click the check boxes to select that staff receive an alert in WorldShare Circulation when items with the following statuses are checked in:

  • Lost: Checked by default.
  • Missing: Checked by default.
  • Claimed Never Had: Unchecked by default.
  • Claimed Returned: Unchecked by default.

For information on how to mark items as claimed lost, claimed returned, or claimed never had, see Change loan status.

For information on how to mark items as missing, see View and use item records.

Hold Fulfillment Preferences

Use this screen to prefer to fulfill holds for your library's patrons before patrons of other libraries within your group.

  • This setting only applies to libraries that are part of a WMS group.
  • This is a global setting that governs all items owned by the library.
  • The default setting is No.

Hold Fulfillment Preferences settings

The following describes the settings you can select on the Hold Fulfillment Preferences screen:

  • Yes: Your library patrons' holds will be fulfilled before patrons of other libraries within your group. Items owned by the library that are currently available or become available by being checked in will fulfill a hold request for a patron from your library regardless of the patron's position in the title's hold queue.
  • No: Your library's patrons will not be preferred when fulfilling holds. Holds will be fulfilled in chronological order, regardless of patron's library.

POS Printer Preferences

Use this screen to download the POS (point of sale) printer application and set your port number.

  • Installing the POS printer application will improve the compatibility and reliability of printing of receipt printers.
  • You must have the Java Runtime Environment (JRE) and JavaPOS ADK installed on your computer where the POS printer is installed.
  • You must repeat this process for every computer that has a receipt printer attached.
  • For more information on how to setup a POS printer, see Set up your POS printer for use with Circulation.

Step 1: Sign into OCLC Service Configuration

  1. Sign into Service Configuration. For details, see Sign in to Service Configuration.
  2. On the left panel, click WMS Circulation > Admin/General.
  3. On the Admin/General screen, click POS Printer Preferences.

Step 2: Download the POS printer application

  1. If you are using this page for the first time, the Server port field will be blank. Enter 7557 to use the default server port.
  2. To accept the default server port, click Save.
    • You will receive an error message if the default port is being used by a different application.
    • If the port is already in use, enter a port number between 1024 and 65535.
  3. To download the application, click Click Here to Download the POS Printer application.
  4. Once the application has been downloaded, locate the file on your computer and run the application. This process could take several minutes. Follow any on-screen installation steps.
  5. Log in to WorldShare. POSPrinter should appear as a printer option (it may take up to 5 minutes for the application to become active). See General POS printer application usage for more details.

General POS printer application usage

  • If you use Google Chrome or Internet Explorer, you need to manually activate the POS Printer Application prior to accessing WorldShare Circulation.
  • You can manually activate the application by opening Start > All Programs > WMS POS Printer Server Application > WMS POS Printer Server Application.
  • The POS Printer Application may take up to 5 minutes to become fully active. Once active, POSPrinter will be visible in the Receipt Option list in WorldShare Circulation.
  • If the POSPrinter printer option does not display after 5 minutes, without closing your browser, try logging out and back in to WorldShare.

Accruing Fines Policy

Use this screen to determine if accruing fines and fees should be included in a patron's outstanding bill value limit. The Outstanding Bill Value Limit is the maximum amount of fines, fees, and bills that the patron can accrue before they are blocked from checking out items. For more information on the outstanding bill value limit and how to configure it, see Patron Type Policy.

Accruing Fines Policy settings

The following describes the settings you can select on the Accruing Fines Policy screen:

  • Yes: Accruing fines and fees will be included when the system calculates the outstanding bill value limit for a patron.
  • No: Accruing fines and fees will not be included when the system calculates the outstanding bill value limit for a patron. Accruing fines and fees will be included in the limit only when the overdue items are returned to the library.

View accruing fines and fees in WorldShare Circulation

You can see any accruing charges on the Bills tab in a patron's account:

Bill tab of patron's account

For more information on viewing a patron's bills, see View and add notes to bills .

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