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OCLC Support

Why is my loan policy not being applied correctly?

  • The expected loan period is not being applied to an item when it is checked out.
Applies to
  • WorldShare Circulation  

Check your Loan Policy Map to see if the correct loan policy is being applied. Note that the Loan Policy Map is read from left to right and then top to bottom. Once a match is found, all other lines are ignored. 

  1. Identify the item's material format, holding location and shelving location
  2. Identify the patron type of the patron.
  3. Log into the OCLC Service Configuration
  4. Select WMS Circulation > Loans > Loan Policy Map.
  5. Review the existing lines of your policy to see if the item being checked out meets the criteria of one of the lines that precedes the desired policy.
  6. Once you have identified the matching line, use the green up and down arrow to the far right to adjust the order of the lines in your Loan Policy Map or edit the Loan Policy to correct the behavior. You can add additional lines as needed. 
Additional information
  • For more information on creating or editing your Loan Policy Map, see the Loan Policy Map help page. If the issue doesn't appear to be coming from the Loan Policy Map, please contact OCLC Support
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