Skip to main content
OCLC Support

Circulation Integration

  1. Last updated
  2. Save as PDF
Use this screen to set up WorldShare Interlibrary Loan integration with WorldShare Circulation.

Circulation

 Note: Circulation integration for WorldShare Interlibrary Loan is only available to OCLC WorldShare Management (WMS) libraries.

Activating integration is the final step in configuring integration with WorldShare Circulation.

 Note: Ensure that your circulation systems policies have been updated before enabling the borrowing or lending integrations.    

  1. Complete all steps as described in Set up integration.
  2. Select the Enable circulation integration checkbox under the Circulation tab to activate the integration.
  3. Select WMS from the ILS drop-down list.
  4. You must select at least one functionality from the Borrowing or Lending sections to successfully activate your circulation integration.
  5. The following Borrowing functionality is available. Check the box next to the function to enable it:
    • Update/create circulation item record on received
    • Change patron on shipped
  6. The following Lending functionality is available. Check the box next to the function to enable it:
    • Check out item on shipped
  7. Click Save.

Borrowing configurations

Configure additional options as the borrowing institution by selecting the On check box.

 Note: If you save your configuration settings without selecting either Use supplier's shipped item barcode or Use request ID as item barcode, you'll be prompted to enter a barcode when receiving a request.

You must click the checkbox for Update/Create circulation item record on received in order for the Use supplier's shipped item barcode and Use request ID as item barcode options to appear for selection/deselection.

Options include:

Configuration Description
Update/Create circulation item record on received When the item is marked as Received, the temporary item is created in your circulation system.

Use supplier's shipped item barcode

(cannot be selected until Update/Create circulation item record on received is checked)

 The supplier's shipped item barcode is the barcode of the item as entered by the lending library into the request. If enabled, the supplier's barcode is automatically updated in the Temporary barcode field of the borrowing request.
 

 Note: The supplier's barcode can be overwritten in the request.

Use request ID as item barcode

(cannot be selected until Update/Create circulation item record on received is checked)
  • WMS: The request ID is a unique number assigned to your ILL request after it is submitted. If enabled, the request ID is automatically updated in the Temporary barcode field of the borrowing request.
  • Non-WMS: The Request ID will be used as the item barcode in the Temporary barcode field of the borrowing request. (Recommended

 Note: The supplier's barcode can be overwritten in the request.

Update due date upon lender approval of renewal request

 Note: For Alma libraries. 

When a renewal request has been approved by the lending library, the due date of the temporary item is updated in the Alma Circulation system
Check in item on returned

When the item is updated to Returned:

  • WMS: The temporary item is checked into WorldShare Circulation.
  • Non-WMS: The temporary item is deleted in your library system.
Charge patron on shipped

Automatically assess a patron fee when the lending library marks a request as ShippedIn Transit.

  • Only available for WMS and Alma Libraries.
  • Does not apply to off-system requests

Lending configurations

Configure additional options as the lending institution by selecting the checkbox. 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. 

  • The availability of the item is checked in the catalog via ISSN or OCLC Number.
  • The hold is placed and will appear on the pull list of the specific branch that holds the item. If the item is held by multiple branches, the circulation system's logic is used to determine which branch will fill the item. 
  • If there are no available items, the request appears in the Can you supply? queue. 
  • The status of the request can be automatically changed to Considering once a successful hold has been placed by the system.

 Note: For this service to work, libraries should have a:

  • Tipasa subscription and updated holdings in WorldCat
    OR
  • Resource Sharing for Groups subscription

 

Check out item on shipped

 

When WorldShare Interlibrary Loan staff reply Yes to a request:

  • WMS: The item is checked out to the borrowing institution patron account in WorldShare Circulation.
  • Non-WMS: The item is moved to the ILL temporary location in your library system as configured when setting up the integration.

Check in item on check in

(cannot be selected until Check out item on shipped is checked)

When the item is Checked in/Complete in WorldShare Interlibrary Loan:

  • WMS: It is checked in and appears available in WorldShare Circulation.
  • Non-WMS: It is restored to its permanent location and appears available in your library system Circulation environment.

Borrower's identifier

 Note:  For non-WMS libraries only.

Identifiers will be used for placing holds on requested items and checking out shipped items. An identifier can be configured for any borrowing institution symbol. A default identifier can be used if an institution-specific identifier is not configured. If no identifier has been configured, the borrower’s institution symbol will be used.

 Note: III Sierra libraries are required to assign a barcode to their ILL account in the ILS and then put that barcode in as the default borrower identifier. 

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.

Click Refresh at the top-left of the ILS lications list to refresh the list.   Use the search box in the upper-right corner of the screen to search the ILS locations list. The list can also be expanded or narrowed by making the following selections next to the search field:

  • Active locations
  • Inactive locations
  • All locations

Location code fields are required and cannot be left blank.

To add a new location:

  1. Select Add location.
  2. Enter the Location name (required), Location code, and Location type (Pickup location).
    • For WMS libraries setting up Circulation Integration, the only valid values for your Location codes are the Branch Registry IDs as defined in the Holding Codes Translation Table.
  3. ILS location statuses default to Active when adding a location. To add a location without setting it as Active, select Inactive under Status.
  4. Click Save.

To edit the location, select the pencil icon in the Actions 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.