OCLC Service Configuration - WorldShare Interlibrary Loan

Administrative settings for WorldShare Interlibrary Loan are maintained in OCLC Service Configuration. In Service Configuration, you can set your  print settings, 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 WorldShare Interlibrary Loan interface.

 

  • User Interface Settings
    Use this setting to deactivate the modernized interface in WorldShare Interlibrary Loan and return to the legacy interface.
  • Knowledge base integration
    Use this screen to manage your Knowledge base integration with your interlibrary loan requests in WorldShare Interlibrary Loan.
  • Internal staff notifications
    Use this screen to configure your internal staff notifications in WorldShare Interlibrary Loan.
  • Constant Data
    Use this screen to configure Borrower and 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 in WorldShare Interlibrary Loan.
  • Purchase Options
    Use this screen to enter institutional account information for content providers that offer purchase options in WorldShare Interlibrary Loan.
  • 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 sticker settings in WorldShare Interlibrary Loan.
  • Circulation Integration
    Use this screen to set up WorldShare Interlibrary Loan integration with WorldShare Circulation.
  • Advanced Workflows
    Tipasa only feature.
  • 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.
  • Notifications
    Tipasa only feature.
  • External System Settings
    Tipasa only feature.
  • WMS Acquisitions Integration
    Tipasa only feature.