WorldShare Circulation's integration with ZFL-Server supports the AusgabeOrtNumerisch field for specifying a pickup location for a patron's borrowing (PFL) request. The pickup location is usually selected by the patron in the request form provided by the ZFL gateway.
If a pickup location is not specified in the SLNPFLBestellung message, WMS will use the requesting patron's home branch as the pickup location.
At this time, WMS accepts only branch-level International Standard Identifier for Libraries (ISIL) codes in the AusgabeOrtNumerisch field.
If ZFL will provide pickup locations to WMS, then the WorldCat Registry records for your pickup branches must include your branch-level ISIL codes so that WMS can map the ISIL to the correct WMS location in the patron’s hold request in WMS. For more information, see WorldCat Registry, Relationships and WorldCat Registry, Identifiers.
WorldShare Circulation’s integration with ZFL-Server supports request brokering at the branch level. For example, ZFL may submit a lending (AFL) request to your law library. If your law library is modeled as a branch in WMS, then the ISIL code that ZFL uses to represent the law library must be in the WorldCat Registry branch record for the law library as well.
WMS will automatically detect if a target ISIL provided by the ZFL-Server is a WMS institution or branch and will process the request accordingly. When sending messages back to ZFL, WMS will provide the ISIL that ZFL-Server provided in the initiating message.
ZFL request processing in WMS will not change if the ISIL provided by ZFL is at the branch or institution level. For example, a ZFL request submitted to your law library branch’s ISIL may be fulfilled by any item in your institution’s collection, according to your usual hold policies; fulfillment will not be limited to items held at the law library.
If ZFL will broker requests at the WMS branch level, then the WorldCat Registry records for your branches must include your branch-level ISIL codes so that WMS can map the ISIL to the correct WMS institution. For more information, see WorldCat Registry, Relationships and WorldCat Registry, Identifiers.
For more information, see WorldCat Registry, Relationships and WorldCat Registry, Identifiers.
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 as well as the where items must be checked in to fulfill holds and trigger the Return message to ZFL-Server at the end of the patron's loan period. 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.
Note: Most temporary items will be created with the material format of Other.
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 ZFL-Server 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 |
ZFL integration uses the requesting patron’s home branch as the pickup location for hold requests. Ensure that holds created by ZFL 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 ZFL items and all patron home branches 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 a patron account in order to check-out materials that will be lent to other institutions.
When lending materials, you will use this account to check out your items to borrowing libraries. When viewing the item in WorldShare Circulation, the Item Details will include the AFL number and the borrowing institution for additional reference.
Allow your union catalog to submit lending requests to WMS without requiring an OCLC number to identify the request by storing non-OCLC title identifiers in your WorldCat records via the 029 $ab (Other System Control Number) field.
By default, WMS will only accept lending requests from ZFL if an OCLC number is provided in the SLNPFLBestellung AFL message.
To use an alternative title identifier, ensure that title identifiers have been loaded into WorldCat bibliographic records as 029 $ab. It is highly recommended to update WorldCat frequently to add new title identifiers and to remove any duplicate or invalid identifiers from records that you no longer hold or that have been assigned to a new title identifier in your union catalog.
Notes:
When your title identifiers are loaded into WorldCat, update your ZFL-Server integration configuration in OCLC Service Configuration by selecting Other System Control Number (029 $ab) for the new Title Identifier Type option. Refer to ILL Settings.
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 ZFL-Server lending account. Note: All limits should be set to No Limit to avoid the account being blocked. |
Hold Priority | Determine the hold priority for the patron type created for lending to borrowing institutions. |
Determine the number of items that can be placed on hold for your patron account created for borrowing institutions. | |
Determine how long hold requests remain active and the holds forwarding policy for libraries with multiple locations or branches. Note: Circulation will not notify ZFL-Server if a lending hold expires. |
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Hold Pickup Locations Map |
ZFL integration uses the borrowing institution account’s home branch as the pickup location for hold requests. Ensure that holds created by ZFL have valid pickup locations by including a row in the Hold Pickup Locations Map where the Patron Type is the type selected for borrowing institution accounts and the accounts’ home branch is included in the Default Pickup Locations or Alternatives Pickup Locations.
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Determine billing, loan periods, renewals, and recalls for ILL items. |
After completing the above steps, enable ZFL-Server integration.
Caution: Activating features on this page is the final step. The integration will be active based on the configured settings after this page is saved.
Field | Description |
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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. |