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 Relais D2D if a borrowing hold expires. |
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Determine pick-up notice and hold shelf expiration date for ILL items. | |
Hold Pickup Locations Map |
D2D integration uses the pickup location specified by D2D. If no pickup location is specified, then WMS will use the requesting patron’s home branch as the pickup location for D2D holds. Ensure that holds created by D2D have valid pickup locations by including a row in the Hold Pickup Locations Map where the Holding Location and Shelving Location are the values used for temporary Tipasa items and all patron home branches and other possible pickup locations are represented in the Default Pickup Locations and/or Alternatives Pickup Locations. |
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 patron 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 Relais D2D 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 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.