Determine the Item Holding Location and Shelving Location to be used for temporary items created in WorldShare Circulation. This will determine which Circulation policies will be invoked for ILL requests. This location will be entered into the ILL Settings section of the WorldShare Circulation module of the Service Configuration in the final step of enabling integration.
Policy | Considerations |
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Circulation Notification Policy |
Determine which notifications to send to patrons.
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Determine billing, loan periods, renewals, and recalls for ILL items. | |
Determine the number of items that can be placed on hold for your patrons. | |
Determine how long hold requests remain active and the holds forwarding policy for libraries with multiple locations or branches. Note: Circulation will not notify ReShare if a borrowing hold expires. |
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Hold Fulfillment Policy Map | Determine pick-up notice and hold shelf expiration date for ILL items. |
Collection Type Policy | Determine item availability, hold fulfillment availability, and the reshelving period for items in your Item Holding Location and Shelving Location to be used for temporary items. |
Create one or more generic patron accounts in order to check-out materials that will be lent to other institutions.
Policy | Considerations |
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Circulation Notification Policy |
If desired, set up notifications for overdue materials to go to the staff account setup for borrowing institutions. Circulation notices will be sent to the email address included on the institution patron account set up by your institution.
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Patron Type Policy |
You may wish to create a new Patron Type Policy specifically for the ReShare lending account(s). Note: All limits should be set to No Limit to avoid the account being blocked. |
Determine billing, loan periods, renewals, and recalls for ILL items. |
After completing the above steps, enable ReShare 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.