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 |
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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 |
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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. |
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Set a retention period for deleted items |
OCLC recommends retaining deleted items for a minimum of two weeks. |
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Determine how to display patron notes and patron expiry warnings |
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Determine if the system will store transaction history and for how long |
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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 |
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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. |
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Download the POS (point of sale) printer application and set your port number |
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Set default replacements costs for material formats |
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Set if a staff alert will display when items with lost, missing, claimed never had, or claimed returned statuses are checked in |
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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. |
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Set reasons for billing a patron |
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Manual billing in WorldShare Circulation |
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Manage fixed and periodic bills |
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Customize circulation receipts |
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Integrate WorldShare Circulation with an external debt collection service |
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External integration |
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Determine which institutions in your group can accept payment and waive bills for your patrons |
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Determine how long items stay on the hold shelf |
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Apply hold fulfillment policies to patron types and items |
Holding Code, as set on the Holding Codes Translation Table screen. Material Format* Shelving Location, as set on the Holding Codes Translation Table screen. |
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Apply hold limit policies to patron types and material format |
Material Format* |
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Limit the number of items patrons can place on hold |
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Set how long hold requests remain active in the system |
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Apply hold request policies to patron types and material formats |
Material Format* |
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Apply loan limit policies to patron types and items |
Holding Code, as set on the Holding Codes Translation Table screen. Material Format* Shelving Location, as set on the Holding Codes Translation Table screen. |
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Limit patron accounts based on items on loan, total value of loans, and times a loan can be renewed |
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Loan Limit Matrix | |
Set loan periods for patrons |
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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. Material Format* Shelving Location, as set on the Holding Codes Translation Table screen. |
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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. |
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Determine when items become long overdue or lost for billing purposes |
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Configure notifications and when to send them |
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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 |
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Set patron limits for each patron type |
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Set accepted billing payment methods |
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Manual billing in WorldShare Circulation |
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Room Configuration |
Currently disabled |
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Set scheduling periods for items |
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Apply scheduling policies to patron type and items |
Holding Code, as set on the Holding Codes Translation Table screen. Material Format* Shelving Location, as set on the Holding Codes Translation Table screen. |
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Specify the settings for your SIP2 client (such as a self checkout machine) |
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External integration |
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Customize SIP2 messages |
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External integration |
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Register the IP addresses of your SIP2 clients for communication with the server |
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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.