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ILL Settings

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

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 Integrations section of 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.

ReShare

Use this screen to configure WorldShare Circulation integration with ReShare. 

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

 Caution: Activating features on this page is the final step, assuming that your ReShare configuration is also complete. Integration will be active based on the configured settings after this page is saved.

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

Tipasa and WorldShare ILL

Use this screen to configure WorldShare Circulation integration with Tipasa or WorldShare ILL.  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 and WorldShare ILL.

Field Description
Borrowing Institution Patron Barcode Enter the barcode of the user account that should be used to checkout items loaned to 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 Integrations section of 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. Select the Title Identifier Type. Options include:
    1. OCLC Number
    2. Other System Control Number (029 $ab)
  8. Specify the OCLC Library Identifier (029 $ab) that has been stored in your WorldCat records.
    • At this time, you may only specify one OCLC library identifier. WMS will only accept title identifiers from one union catalog for processing ZFL lending requests. Similarly, WMS cannot accept a mix of OCLC numbers and other system control numbers; all lending requests must use the same title identifier type.
  9. Determine whether to automatically bill a patron who has created a new borrowing request by selecting Yes for Patron Fees. 
    1. Complete the policy mapping table to specify the bill reason and fee amount by patron type.
      • When ZFL instructs WMS to create a patron hold request, the system will evaluate 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)
          1. Top to bottom (rows)
          2. Left to right (settings in rows)
      • When the system comes to the row that matches the requesting patron's current patron type, it will attempt to create a bill using the bill reason and amount specified in the table and will not continue to the next row.
      • The patron will not be billed for a ZFL request if patron billing is currently disabled, if no match is found in the mapping table, or the amount specified in the mapping table is 0.00. 
      • When configuring the Patron Fees map, it is recommended to:
        1. Create entries for specific patron types at the top of the map.
        2. Have a row at the bottom of the map to cover all other patron types, if needed.
      •   Note: The system will determine if a patron should be billed for a ZFL request when the ZFL-Server submits a SLNPFLBestellung PFL messages to WMS. Patrons with existing PFL requests will not be billed retroactively after your library enables the Patron Fees option. In the same way, existing bills for PFL requests will not be updated or cancelled if your library disables patron billing.
      • Patron Fees table for ZFL Integration:
        • Field Description
          Patron Policy

          Choose the Patron Type that should be billed when a new ZFL borrowing (PFL) request is created. 

          Select the All option to bill all patron types not already specified in the rows above this entry in the mapping table.
          Bill Reason

          Indicate the Bill Reason should be used when creating the ZFL request fee.

           Note:  The bill reason policy must be set to Applies to anything under the Associated With setting.  
          Fee Amount    

          Indicate the monetary amount that a patron should be charged for a ZFL request fee.

          If you do not want to assess a patron bill in certain cases, you can set the amount to 0.00. 
  10. Click Save.