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OCLC Support

ILL Settings

Use this screen if you are enabling integration between WorldShare Circulation and Tipasa, ZFL-Server, or Relais D2D.

 Caution: Do not alter the default values.  These settings are reserved for future functionality.

To access this screen, sign in Service Configuration, open the WMS Circulation left navigation, select Integrations, and then select the ILL Settings link.

Relais D2D

Use this screen to configure WorldShare Circulation integration with Relais D2D. 

After completing the steps outlined on Set up integration, enable Relais D2D 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.

  1. Navigate to the WMS Circulation module of the OCLC Service Configuration.
  2. Select ILL Settings and locate the Relais D2D section.
  3. Select Yes under Enable.
  4. Specify the Temporary Item Holding Location and the Temporary Item Shelving Location.
  5. Click Save.

Tipasa

Use this screen to configure WorldShare Circulation integration with Tipasa.  After configuring integration on this screen, follow the steps as outlined in Set up Integration to complete activation.

To enable integration:

  1. Select Yes next to Enable.  
  2. Fill out the required fields.

 Note: These fields are required for integration with both borrowing and lending in Tipasa.

Field Description
Borrowing Institution Patron Barcode Enter the barcode of the user account that should be used to checkout items loaned to Tipasa borrowing libraries.
Temporary Item Holding Location

Designate the Holding Location for temporary items created within WorldShare Circulation.  

Items will be held at the designated Holding Location and may need to be routed to the patron's specified pick-up branch.

Temporary Item Shelving Location

Designate the Item Shelving Location for temporary items created within WorldShare Circulation.

Patron Fees (optional)

Determine policies when charging patrons for ILL requests. 

  • When an item is checked out, the system evaluates the rows in the map in this order until a match is found:
    1. Top to bottom (rows)
    2. Left to right (settings in rows)
Field Description
Patron Policy Policies based on patron account limitations.  See Patron Type Policy for more information. 
Service Type Determine whether this policy is applicable to Loan or Copy requests.
Bill Reason

Indicate which Bill Reason to apply to this policy.  

For ILL fees to be assessed, the associated Bill Reason must be set to Applies to anything under the Associated With setting.  

See Bill Reasons for more information. 

Fee Type

Determine which type of fee to assess:

  • Fixed
    • A fixed amount is assessed against the patron's account in your local WMS currency.
  • Lending Charge
    • The charge from the lending library is assessed against the patron's account.
      • If the currency of the lending charge differs from your local WMS currency, the fee will be a Fixed fee in your local WMS currency. Set the Lending Charge Alternative to determine this fixed fee amount.
Fee Amount

Set the fixed fee amount.

This amount is charged to the patron regardless of the lending library's charged.

If you do not wish to assess a patron bill in certain cases, set:

  • Fee Type to Fixed
  • Fee Amount to 0.00
Lending Charge Alternative

Set the fixed fee amount if the currency of the lending charge differs from your local WMS currency. 

If you do not wish to assess a patron bill in certain cases, set:

  • Fee Type to Fixed
  • Fee Amount to 0.00

ZFL 

ZFL-Server is an automated ILL service available to libraries in Germany, Austria, and Switzerland.

After completing the steps outlined on Set up integration, 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.

  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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