Circulation Integration
Circulation
For WMS libraries:
Activating integration is the final step in configuring Tipasa and WorldShare Circulation integration.
- Complete all steps as described in Set up Tipasa and WorldShare Circulation integration.
- Select the On check box below Enable WMS Circulation integration to activate the integration.
- Select WMS from the ILS drop-down list.
- Enable additional borrowing configurations.
- Enable additional lending configurations.
- Click Save.
For Third-party ILS libraries:
- Complete all steps as described in Set up third-party Circulation integration.
- Select the On check box below Enable Circulation integration to activate the integration.
- Select your ILS from the drop-down list. Options include:
- Alma
- Horizon
- Millennium
- Sierra
- Symphony
- Enter your NCIP Server Address.
- If using Alma:
- Enter your Alma Institution Code.
- If using Horizon, Millennium, Sierra or Symphony:
- Enable additional borrowing configurations.
- Enable additional lending configurations.
- Click Save.
Borrowing configurations
Configure additional options as the borrowing institution by selecting the On check box. Options include:
Lending configurations
Configure additional options as the lending institution by selecting the On check box. Options include:
Configuration | Description |
---|---|
Place hold on requested item Note: For Horizon and Symphony libraries only. |
When receiving a loan request for an item that is held by your library, a hold will be placed on an available item in your library system.
Note: For this service to work, libraries should have a:
|
Check out item on shipped |
When Tipasa staff reply Yes to a request:
|
Check in item on check in |
When the item is Checked in/Complete in Tipasa:
|
ILS locations
Define pickup location names and optional location codes for circulation integration, request transfer, and general coordination and communication within your library. Specify which pickup locations are included on your request form to help library users and ILL staff specify the preferred pickup location for requested items.
To add a new location:
- Select Add location.
- Enter the Location name, Location code, and Location type.
- Click Save.
To edit the location, select the pencil icon in the Edit column. Designate whether a location is Active or Inactive by selecting the appropriate toggle in the Status column.
To enable specific locations on the request form for your library's users, navigate to the Request Forms section of the WorldShare ILL module in the OCLC Service Configuration. Refer to Request Forms for more information. The specified pickup locations then display on the library users' request form as well as in the staff interface.