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OCLC Service Configuration - Resource Sharing for Groups

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Administrative settings for Resource Sharing for Groups are maintained in OCLC Service Configuration. In Service Configuration, you can set your interlibrary loan options, borrower and lender constant data, custom holdings groups, automations, and purchase options.

 Note: Changes made in OCLC Service Configuration may not be immediately available in the interface.

  • Interlibrary Loan Options
    Use this screen to select your settings for Resource Sharing for Groups.
  • Borrower Data
    Use this screen to configure Borrower constant data.
  • Lender Data
    Use this screen to configure Lender constant data.
  • Custom Holdings Groups
    Use this screen to configure custom holdings groups that contain the OCLC symbols of preferred lenders for a particular category of borrowing activities.
  • Custom Holdings Paths
    Use this screen to configure custom holdings paths that contain the names of holdings groups appropriate to a set of requests.
  • Automated Request Manager
    Use this screen to configure Automations in Automated Request Manager (ARM) to automate ILL workflows.
  • Article Exchange Retention Settings
    Use this screen to configure Article Exchange Retention Settings and your Copyright Compliance Declaration.
  • Purchase Options
    Use this screen to enter institutional account information for content providers that offer purchase options in Resource Sharing for Groups.
  • Request Forms
    Use the Patron Request Workforms screen in OCLC Service Configuration to customize your patron request forms. Patrons can use the patron request forms to request interlibrary loans.
  • Print Settings
    Use this screen to set your default print settings, logo image settings, and book strap and stickers settings in Resource Sharing for Groups.
  • Advanced Workflows
    Use this screen to turn on lending priorities and OPAC integration.
  • Patron Settings
    Use this screen to determine how long to retain patron data after a request is closed using the Patron Data Retention setting.
  • Address Book
    Learn how to enter contact information for your institution's branches, as well as how to add details about off-system borrowers and lenders.
  • External System Settings
    Use this screen to enter institutional account information for external service providers.
  • WMS Acquisitions Integration
    Use this screen for settings related to integrating Resource Sharing for Groups with WMS.
  • Circulation Integration
    Use this screen to set up Resource Sharing for Groups integration with your Circulation system.