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.
- 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
- Use this screen to configure Automations in Automated Request Manager (ARM) to automate ILL workflows.
- 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.