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OCLC Support

Set up integration

Find information about enabling Tipasa and WorldShare Acquisitions integration in the OCLC Service Configuration.

Tipasa and WorldShare Acquisitions integration allows you to transfer purchase requests from Tipasa into WorldShare Acquisitions.

 Note: For the Place Patron Hold feature to function properly for purchasing requests in WorldShare Acquisitions, a Location Policy for all holding locations is required. For more information, please see Location Policy, Place Patron Hold.

To enable this feature:

  1. Navigate to the WorldShare ILL >Tipasa WMS Integration module in the OCLC Service Configuration.
  2. In the Acquisitions section, select the On check box next to Enable WMS Acquisitions integration.
  3. Click Save.

Tipasa_Acq_integration.png

Create an automation to route requests directly to WorldShare Acquisitions 

To route patron initiated purchasing requests directly to WorldShare Acquisitions, create an automation.  See Automated Request Manager.

To add an automation:

  1. Click + Add New.
  2. Enter a Name and assign a Priority.  See Main Automation fields for more information.
  3. Select any desired match criteria from the Matches drop-down menu.  See Automation Match criteria for more information.  
    • If you do not select a match criteria, the automation will apply to all requests.  
    • Click the Addbutton.png Add a match button to configure additional match criteria.
  4. From the Action drop-down, select Route Request to WMS Acquisitions.
  5. Click Save.

 

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