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OCLC Support

Configuration

Administrative settings for WorldShare Interlibrary Loan are maintained in OCLC Service Configuration. In Service Configuration, you can set your interlibrary loan options, 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.  

  • Interlibrary Loan Options
    Use this screen to select your settings for WorldShare Interlibrary Loan
  • 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 (formerly Direct Request)
    Use this screen to configure Automations in Automated Request Manager (ARM) to automate ILL workflows. Automations are composed of match criteria you define along with actions you want the system to perform on matched requests.
  • Purchase Options
    Use this screen to enter institutional account information for content providers that offer purchase options in WorldShare Interlibrary Loan.
  • Patron Request Workforms
    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.
  • 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.
  • Notifications
    Tipasa only feature.
  • External System Settings
    Tipasa only feature.
  • Tipasa WMS Integration
    Tipasa only feature.

 

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