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1 OCLC Service Configuration Guide page 1

2 Table of Contents Introduction 6 My WorldCat.org User Interface Options 11 Your WorldCat Local URL 11 Language Options 11 Customize the banner (optional) 11 Customize links and buttons (optional) 14 General display settings 15 Customize availability column labels (optional) 15 Customize authentication prompt for restricted content 15 Customize WMS Sign In Labels 16 Relevancy and Scoping 17 OCLC symbols that represent your institution (1 st Level of Relevancy) 17 2 nd /3 rd Level of Relevancy (optional) 17 Default Scoping Level 18 Default sort on search results 18 Full Text OpenURL Resolvers (outgoing requests) 20 Full Text OpenURL Resolver (optional) 19 Place Hold/Request Buttons 20 Place Hold/Request button (Level 1) 20 Place Hold/Request button (Level 2, and Level 3 if applicable) 20 Resource Sharing (Any Level) 20 For items owned by 21 OPAC Statuses, Locations and Circulation Policies 22 Local links to online content 22 Item Availability from the OPAC 22 OPAC Status grid 23 Holding Codes Translation Table 25 Holding Codes Translation Table 25 Local and Enhanced Content 26 Syndetic Solutions Enrichment Content (if applicable) 26 Local Data Visibility (if applicable) 26 Full Text and Open Access Links 27 Configure the display of full text links in WorldCat Local 27 ILS Support and Maintenance 28 User Support 28 System Support and Maintenance (if available) 28 Metasearch Content Licensed Content and Databases 29 Select Databases that a user can search in your WorldCat.org 29 Organize your databases (optional) 30 OCLC Service Configuration Guide page 2

3 Table of Contents (continued) Inbound Links and A-Z Full Text OpenURL Resolvers (incoming requests) 31 Link Resolution Page for Incoming Requests with A-Z Title List 31 Mobile Client Contact Information 33 Contact Information 33 Library URLs 34 WMS Circulation Patron Type Policy 35 Notification Policy 36 Long Overdue and Lost Policies 37 Group Payment Policy 38 Location Policy 39 Loan Limit Policy 40 Loan Limit Matrix 41 Loan Policy 42 Loan Policy Map 44 Bill Reason 45 Payment Method 46 Bill Structure 47 Hold Limit Policy 48 Hold Limit Matrix 49 Hold Request Policy 50 Hold Request Policy Map 51 Hold Fulfillment Policy 52 Hold Fulfillment Policy Map 53 SIP2 Configuration 54 SIP2 IP Address 56 Admin/General 57 Scheduling Policies 58 Scheduling Policy Map 59 Offline Client 60 Circulation Receipts 61 Debt Collection 62 WorldCat Registry Search 64 Basic Search 64 Advanced Search 64 Advanced Search fields 65 Search by Identifiers 65 Create a New Institution 66 Create a New Institution fields 66 OCLC Service Configuration Guide page 3

4 Table of Contents (continued) Profile Summary Name and Location 68 Institution Name 69 Addresses 69 Addresses 70 Phone/Web 71 Name and Location fields 71 Map 73 Open Hours 74 Time Zone 74 Normal Hours 74 Special Hours 74 Hours URL Page 75 Open Hours fields 75 Branches and Affiliates 76 Add New Branches/Affiliates 76 Contacts 77 Contact List 77 Contact fields 78 Identifiers 79 Identifiers 79 Identifier Types 80 Online Catalog 82 Online Catalog Availability 82 Suggest Links 82 Online Catalog 82 Online Catalog fields 83 Virtual Reference 84 Currency and Locale 85 Authorized Users 86 Share Profile 87 Institution Profile Link 87 a link to this profile 87 Download Profile as XML 88 Profile History 89 IP Addresses Manage IP Addresses 90 IP Address Ranges 90 IP Address Range Attributes 90 IP Address Range Attributes fields 91 WorldCat knowledge base WorldCat knowledge base 92 OCLC Service Configuration Guide page 4

5 Table of Contents (continued) WorldShare Interlibrary Loan Interlibrary Loan Options 93 Interlibrary Loan Options: Persistence 93 Knowledge Base 93 Primary Symbol 93 Book Strap Customization Options 94 Borrower Data 95 Borrowing fields 96 Patron fields 97 Lender Data 98 Lending Library Information fields 98 Custom Holdings Groups 99 Custom Holdings Groups fields 100 Custom Holdings Paths 101 Custom Holdings Paths fields 102 Direct Request Profiles 103 Direct Request Profiles fields 104 Patron Request Form 108 Patron Request Form fields 108 Message Board 110 Web Service Keys Request a Web Service Key 111 Select environment 111 Select Your Type of Application 111 Choose services 111 Manage Your Web Service Keys 112 Keys 112 Manage your Web Service Key Requests 113 Keys 113 WMS Institution Institution Borrower Categories 114 Article Exchange Custom Article Exchange Custom Configuration 115 Institution Details 115 Staff Instructions 117 Staff Links 117 Patron Links 117 OpenURL Resolvers OpenURL Resolvers 118 OpenURL Resolver fields 119 OCLC Service Configuration Guide page 5

6 Introduction OCLC Service Configuration uses WorldCat Services account information to configure institutionrelated information. For OCLC members, it also allows configuration of OCLC products and services. Note: Any user will be able to use WorldCat Registry settings to configure institution information, but you may only see other OCLC products and services to which you subscribe. Products WorldCat Discovery WorldCat Discovery Services provides a suite of cloud-based applications that brings the FirstSearch and WorldCat Local services together. Administrative settings for WorldCat Discovery are in OCLC Service Configuration; however, only specific settings are needed to configure WorldCat Discovery. Once you have your WorldCat Discovery URL, use the concise guide, WorldCat Discovery settings, to lead you through the relevant modules to personalize your WorldCat Discovery interface and enable searchable content. Libraries will not use the FirstSearch administrative interface to manage WorldCat Discovery. Libraries that add for-fee options to their WorldCat Discovery Service subscription have additional configuration settings. See the WorldCat Discovery documentation page, WorldCat Discovery: Getting Started with Options, and this guide as needed. WorldCat Local Configure your WorldCat Local settings: Update your banner, custom links and display settings. Set the default sort order of your search results. Edit your local relevancy group. Specify the OpenURL resolvers that will display. Customize your Place Hold and Request buttons (WorldCat Local only). Define circulation and lending policies (WorldCat Local only). Customize your OCLC Holding Code Location information (WorldCat Local only). Display content or links to your end users. Supply a feedback address, and describe the level of system support you provide. Metasearch Content Select and organize databases that your users can search. Global Policies Set your general resource sharing policies and charges. Mobile Client Set up contact information for your WorldCat Mobile users. EasyBib Export data to EasyBib. WorldShare Management Services Circulation Configure your Circulation settings for WMS: Set patron types for your users. Add location policies for branch locations of your library. Set loan limits for your patrons. Set loan policies for your users. Set up non-standard billing reasons. Select any billing payment methods that your library accepts. OCLC Service Configuration Guide page 6

7 Set up billing structures for your users. Set hold limits for items. Set hold policies for items. Add branch locations for your site. Add and edit notifications for your site. WorldCat Registry Configure and maintain a profile that defines your institutional identity, to enable all web users access to your institution s services and set relevant data for other OCLC products. Configure your WorldCat Registry settings: Create a new institution Update or add directory-style information such as name, home page and identifiers. List services such as your online catalog, IP addresses, OpenURL resolvers, and virtual reference service. Add a mapped location and hours of operation. Set branch and affiliation information. Supply your institution s staff contacts. View an institution s profile summary and profile history. Share or download an institution s profile. IP Addresses Manage your IP addresses for OCLC products and services. WorldShare Interlibrary Loan Note: These screens are only available to select libraries (temporarily). Configure your settings for OCLC WorldShare Interlibrary Loan. Configure your interlibrary loan options. Set borrower and lender constant data. Configure custom holdings settings. Configure direct request profiles. Web Service Keys Request keys for an OCLC Web service. System Requirements Recommended browsers: Google Chrome, latest version Microsoft Internet Explorer, versions 7+ Mozilla Firefox, versions 3.6+ OCLC Service Configuration Guide page 7

8 Signing In To review current settings and make modifications to address your library s preferences, sign in to OCLC Service Configuration at https://worldcat.org/config/. Please see the instructions below if you are an: Existing OCLC Service Configuration User New OCLC Service Configuration User WorldShare Interlibrary Loan User Existing OCLC Service Configuration Users You can use your WorldCat account ( My WorldCat account on WorldCat.org, My Account on WebJunction, WorldCat Registry account, or an OCLC Online Service Center account) to access OCLC Service Configuration. 1 Click the Sign In to Service Configuration option, as shown in the image above. 2 Type your User Name and Password. Note: Passwords are case-sensitive. The Login page appears. 3 Click Sign In. The Welcome screen appears. 4 If you need to be authorized for an institution, click the link and follow the instructions to add an institution to configure. 5 Select an institution from the drop-down list. 6 Click Go. The Welcome screen confirms that you have successfully selected your institution. OCLC Service Configuration Guide page 8

9 If you are authorized for multiple institutions 1 Click the arrow next to the Institution drop-down list. A list of all of your institutions appears. 2 Click the institution name. 4 Click Go. The Welcome screen confirms that you have successfully selected your institution. New OCLC Service Configuration Users You can create a WorldCat account that also allows access to other products such as WorldCat.org, WebJunction, WorldCat Registry, and the OCLC Online Service Center. To create an account: 1 Click the Create an account button on the Sign In screen. 2 Choose a WorldCat User Name, password, and type your first and last names, and address. The Create an account screen appears. 3 Click Create an account. The account settings screen appears. Follow the steps under Your account to add an institution to configure. WorldShare Interlibrary Loan Users 1 Click the Sign In to WorldShare ILL Configuration option, as shown in the image above. 2 Search for your institution by typing an OCLC symbol, institution name or zip code. The Welcome screen appears. A list of possible matches appears. 3 Select your institution and click Continue. The Sign in screen appears. 4 Type your User Name and Password. Note: Passwords are case-sensitive. 5 Click Sign In. The Welcome screen appears. 6 Click the WorldShare ILL heading to expand your options. OCLC Service Configuration Guide page 9

10 Your account Account settings After you sign in, you may click Settings to verify your account settings. Your name, address and password are shown. To change these fields, type new text in the appropriate field and click Save Personal Information. If you need to change your password, click Change Password. To add an institution to configure: If you have not yet added institutions that you are authorized to configure, you can do that after signing in. 1 Click Authorize me for an Institution on the Welcome or Settings screens. The Add (more) institutions to configure screen appears. 2 Type your library s FirstSearch, WorldCat Resource Sharing or Connexion authorization and administrative password. Note: You must use a FirstSearch, WorldCat Resource Sharing or Connexion authorization and administrative password associated with that account. If you manage an account for a service other than those listed, contact OCLC Order Services at 3 Click Add Institution. If accepted, a confirmation message appears. The new institution will be available for configuration in a few business hours. 4 Click Configure Products or Return to SC Home Page to return to the OCLC Service Configuration modules. OCLC Service Configuration Guide page 10

11 My WorldCat.org User Interface Options Use this screen to update your banner, custom links and display settings. Indicate if and where you would like to change the default settings. Guidelines for formatting are provided where necessary. Your WorldCat.org URL Review your URL. If it is acceptable as is, go on to Customize the banner (optional). If you would like to change the URL, send a request (include your institution s registry ID) to WorldCat Local Redirect Institution Name Check this box to automatically redirect WorldCat.org users to your WorldCat Local when they go to a record on Note: Users must be IP authenticated to your institution. Your institution name is listed as it will appear in the Libraries that own this item line on the search results, in scoping drop-downs, and in the detailed item view where availability is shown. This name is configured in the Relevancy and Scoping module under Display name. Language Options Select the language that displays for the logo, buttons, and labels in WorldCat Local. The default language is English. Note: Only certain options are available at this time. More options will be made available in future releases. Customize the banner (optional) If you would like to change the banner at the top of your WorldCat.org screen, please follow the steps below. Note: See the images below for examples of banner customizations. Pick a color for the banner Type the hex value in the field provided (a hex color value is a six-digit code that browsers can interpret and render into a desired color), or use the color picker to find a hex value. Logo image URL If your WorldCat.org currently does not have a logo image, or if you would like to replace the current logo image, please provide a URL to an image of your institution s logo. The URL must be no longer than 255 characters. The logo image also cannot exceed 80 pixels in height and 275 pixels in width. Note: Images larger than this will automatically be resized. For the best user experience, we recommend configuring a secure image (beginning with https:// ). If the logo image uses but your user is accessing your WorldCat Local URL via a secured URL, the logo image will not display in the header. In this case, users will see your text from the Alt-text for the logo field in place of the logo image. OCLC Service Configuration Guide page 11

12 My WorldCat.org After adding your logo, click test URL to confirm your choice. Alt-text for the logo Home page URL Text to appear with logo Configure the default search behavior of the simple search box Custom Link(s) Choose up to seven custom links to appear in the banner Type text that will appear when the cursor hovers over the logo. Note: Make sure that the colors used for Alt-text for the logo and Text to appear with logo are descriptive, and the colors are a good combination with the banner color. Type the URL for the page where the user is sent when they click the logo image. You can also display text with your logo (40-character limit). Note: Make sure that the colors used for Alt-text for the logo and Text to appear with logo are descriptive, and the colors are a good combination with the banner color. Choose whether or not to add full text to your default search behavior in WorldCat Local. Adding this feature will result in additional search options for full text under Advanced Search. Note: The full text fields will only display for databases which support full text. You can create up to seven custom links that will display on your WorldCat Local screens. Please provide the URLs, link type and accompanying text for up to seven custom Web links (e.g., links leading to your library home page, Ask a Librarian, or the patron account page). These links should be listed in the order you want them to appear. There is a 25-character limit on the text for each link. OCLC Service Configuration Guide page 12

13 My WorldCat.org Note: If you wish to allow remote access outside your IP address, one of your custom links must be to your remote access page, and you must choose remote access login as the link type. Custom link: Display Chat Widget The chat widget will open in a new window when the Chat link is clicked in WorldCat Local. To display the chat widget for patrons, click Yes. Then fill in the fields provided. Note: The recommended size for the widget is 185 pixels wide x 275 pixels high. Do you have a QuestionPoint account? If you are a QuestionPoint user, your Qwidget can be generated by supplying your QuestionPoint User ID in the box provided. If you do not have a QuestionPoint account, you can display a different chat widget in WorldCat Local by pasting a code snippet in the box provided. Chat code: When copying and pasting a code snippet, please ensure that it is copied directly from the source. When the code is copied from an e- mail or text document, carriage returns can sometimes be entered which will cause the code to fail. Always display chat window: Check the box if you wish to always display the chat window. If the box is not checked, the chat widget will be launched when the user selects the Library Contact Info link, identified by the display text. OCLC Service Configuration Guide page 13

14 My WorldCat.org Custom link: A to Z list Color of links and text in the banner Create this link to allow patrons to discover electronic journals held within the WorldCat knowledge base. Link type: Choose other. URL: Enter the following URL format: URL as shown in Inbound Links and A-Z, Full Text OpenURL Resolvers (incoming requests). To customize the color of banner links and text, type a hex value in the field provided (must be 6 characters), or use the color picker to find a hex value. Customize links and buttons (optional) Choose colors to display throughout WorldCat.org. Type the hex value in the field provided (must be six characters), or use the color picker to find a hex value. See the images below for examples of each custom color. Custom Color Hex Value Example Search and fulfillment buttons Search box (example: ) The search box is set automatically and cannot be changed. Unvisited Links (example: ) Hover Links (example: CC0000) Visited Links (example: 5A458D) OCLC Service Configuration Guide page 14

15 General display settings My WorldCat.org Display buying options? Buy It is an optional feature that provides an additional delivery method for your users. Turning on the Buy it link allows your patrons the option to purchase titles that are available via Amazon.com, Barnes & Noble, Better World Books, Baker & Taylor, and British Library. The Buy it link is determined by ISBN. Activate Course Reserves Activating the Course Reserves link allows your patrons to search for courses and reserved materials in your collection. Course Reserves appears under the Search drop-down menu in WorldCat Local. There are two levels of permissions in Course Reserves: Manager create/edit/delete courses and titles in courses Maintainer add/remove titles to existing courses To create and maintain courses, you will need to sign into your WorldCat.org account in WorldCat Local. Libraries with access to OCLC Service Configuration will have access to the Manager role in Course Reserves. If you experience any issues logging in, or with your ability to create and/or manage course reserves after logging in, please contact for assistance. Please include your institution s OCLC symbol when submitting your request. Similarly, if you would like to request access for other users at your institution, you may also do so by contacting Customize availability column labels (optional) Column labels for availability information in WorldCat Local are customizable. The default column labels shown will display if these fields are not changed. Library availability To change the column labels for physical availability, type the desired label name in each field. Customize authentication prompt for restricted content (Only applicable for WMS, WorldCat Local, and WorldCat Discovery institutions using the remote database search option) A prompt will appear when the user attempts to view records in WorldCat Local that require authentication. You can customize the text that appears in the prompt. Use the default text, or customize your text by clicking Use custom text. Note: When default text is selected, the fields under Use custom text are not editable. OCLC Service Configuration Guide page 15

16 My WorldCat.org Message Remote login button text Link text to unauthenticated searching Other links Type a custom message about your authentication process. There is a 300-character limit in this field. Note: Please do not use line breaks, carriage returns or special characters. This button will always take the user to the remote access link defined in the custom web links. There is a 70-character limit. This link will only display when the user is attempting to view search results that have a mixture of restricted and unrestricted searching. There is a 120-character limit. Show other links, such as a link to the Advanced Search screen or previous screen. Example of the default prompt text: Customize WMS Sign In Labels Use these fields to customize the labels for your WMS Sign In screen. Custom WMS User Name label Custom WMS Password label Forgot Password text Provide a label for the User Name field on your WMS Sign In screen. Provide a label for the Password field on your WMS Sign In screen. Use the default text, or customize your text by typing over the text. There is a 255 character limit. When you are finished, click Cancel to start over, or Save Changes to save and continue. For further information, please see our tutorials. OCLC Service Configuration Guide page 16

17 My WorldCat.org Relevancy and Scoping Use this screen to set the default sort order of your search results, and edit your local relevancy group. When the sort order in WorldCat Local is set to "Library and Relevance," the search results will display based on the levels of relevancy configured here. By default, WorldCat Local displays results for your institution or institutions first, followed by Libraries Worldwide. OCLC symbols that represent your institution (1 st Level of Relevancy) Items held by your OCLC institution symbols will be sorted first. A patron searching on your WorldCat.org will be affiliated with institutions at this level. The libraries represented by these symbols must share a catalog in order to return holdings and availability. OCLC Symbols Display name Enter OCLC symbols separated by commas. Click Find OCLC institution symbols to find an OCLC participating library or its symbol. Note: If any changes are made to your OCLC symbols, items held by your library will temporarily not be displayed in WorldCat.org until the next business day (approximately 9 a.m. US Eastern time). This also applies to holdings for your original symbol. This name will appear on the "Libraries that own this item" line on the search results, in scoping drop-downs, and in the detailed item view where availability is shown. Note: You can also confirm how the display name is shown in the User Interface Options module under Institution Name. Note: Any changes to your institution information will not be reflected in WorldCat.org until the following business day (approximately 9 a.m. US Eastern time). Items held by your library will temporarily not be displayed until the next business day. 2 nd /3 rd Level of Relevancy (optional) In your WorldCat.org, items held at these levels will sort immediately after the level configured in the 1 st Level of Relevancy (above). This is usually a consortia catalog, or a group that lends items to your patrons. If a different scope hasn t been selected by a user, WorldCat.org will limit results to items held by the configured default scoping level. OCLC Symbols Display name Select your participating library group from the drop-down list. If your library group is not listed, enter the OCLC institution symbols of all of the members of your library group. Enter OCLC symbols separated by commas. Click Find OCLC institution symbols to find an OCLC participating library or its symbol. This name will appear on the "Held by" line on the search results in WorldCat Local, in scoping drop-downs, and in the detailed item view where availability is shown. Note: Any changes to your institution information will not be reflected in WorldCat.org until the following business day (approximately 9 a.m. US Eastern time). Items held by your library will temporarily not be displayed until the next business day. OCLC Service Configuration Guide page 17

18 Default Scoping Level My WorldCat.org Scoping gives users the ability to limit results to items held by your institution, or items held by your institution and those held by Libraries Worldwide. Choose the default scoping level you prefer from the drop-down list. The user has the option of overriding this setting. Libraries not using WorldCat Local have the option to turn off scoping entirely. Default sort on search results Default sort Display the top 5 relevancy results in addition to the Library and Relevance results (known item searching) You may define how search results are sorted by default when initially displayed. A user may change this setting to view other sort options, but every time a search result is initially displayed, the default sort setting will always be selected. Choose your default sort level from the drop-down list. You may also choose to display the top five relevancy results for a search in WorldCat Local. If enabled, WorldCat Local will display the top five most relevant items from any library, followed by the library and relevance. Note: Configuring the top five relevancy results will have no impact on the default sort order. If you ve configured a sort order other than Library and Relevance it will continue to be the default and the top five relevancy results will only display when the user manually sorts to Library and Relevance using the drop-down in WorldCat Local. The user can collapse the top 5 results if they do not want them. When you are finished, click Cancel to start over, or Save Changes to save and continue. For further information, please see our tutorials. OCLC Service Configuration Guide page 18

19 My WorldCat.org Full Text OpenURL Resolvers (outgoing requests) Use this screen to specify the OpenURL Resolvers that will display for outgoing requests. Full Text OpenURL Resolver (optional) If you have a full text OpenURL resolver configured to display, a button or link to the resolver will display to users. If your OpenURL Resolver or your ILLiad resolver is missing or not working as expected, please supply the URL to the correct resolver. Which Full Text Resolver should display? Button or Link Label Configure the Full Text OpenURL Resolver for this WorldCat.org For items held/ not held by Choose which resolver (your library s, your consortium s, etc.) you wish to display from the drop-down list. If you would like to change the label, type the text you would like to use for your full text button. For best display, keep this label under 30 characters. Click the check box to open the link in a new window when users click the button. Choose a Full Text OpenURL Resolver from the OpenURL Resolvers you have already registered with OCLC. Click View registered OpenURL Resolvers to go to your OpenURL Resolvers list in the WorldCat Registry. Choose the option you prefer for when you want to display full text to your users at the local, group and worldwide levels. See Item Types for further information. Item types are described below: Monograph (default type) Serial Article E-Serial Mass digitized electronic content All other electronic content Item Types Anything that is not in one of the groups below. Leader value of serial, not web-based. Leader value of article. Leader value of text serial and cataloged as an internet resource. Also Leader value of Computer File and cataloged as an internet resource and serial. Electronic-only format and is known to be free. Any other electronic content such as e-books, e-computer files, e-audio, e-visual materials, and e-maps. Note: Circulation data is defined in the OPAC Statuses, Locations, and Circulation Policies module. When you are finished, click Cancel to start over, or Save Changes to save and continue. For further information, please see our tutorials. OCLC Service Configuration Guide page 19

20 Place Hold/Request Buttons My WorldCat.org Use this screen to customize your Place Hold and Request buttons. Note: The Place Hold (Level 1) button is available to all WorldCat Local and WMS libraries, and to WorldCat Discovery libraries who have purchased the for-fee availability option. All libraries can enable a supported Resource Sharing fulfillment option. Important notes for all button labels: If you use WorldCat Local or WMS, your customized text will appear as the button label. If you use WorldCat Discovery, the button labels will display as Place Hold or Request Item, depending on what the institution has configured. Any custom text you enter will be displayed as hover text and a tool tip. When a user hovers over the button in your interface, the default hover text will appear as whatever that institution has customized. The button itself will read as one of the following: Place Hold or Request Item. If you have configured a Full Text OpenURL resolver for outgoing requests, the button text will display as Check eresources. Any custom text you enter will be displayed as hover text and a tool tip. Place Hold/Request button (Level 1) If patron-initiated requests are allowed, a fulfillment button will appear to users. You may customize the button by providing the following: Level 1 Button Label What terminology do you prefer for patron-initiated requests for items in your collection? For best display, keep this label under 25 characters. Click the check box to open the link in a new window when users click the button. Note: This button text will be used in the select menus under the For items owned by section. Place Hold/Request button (Level 2, and Level 3 if applicable) If patron-initiated requests are allowed, a fulfillment button will appear to users. You may customize the button by providing the following: Level 2 (and Level 3 if applicable) Button Label What terminology do you prefer for patron-initiated requests for items in your group s collection? For best display, keep this label under 25 characters. Click the check box to open the link in a new window when users click the button. Note: This button text will be used in the select menus under the For items owned by section. Resource Sharing (Any Level) If you have Resource Sharing Management software that will accept incoming OpenURLs, you can configure it as your resource sharing option in WorldCat Local and WorldCat Discovery. If you do not have resource sharing configuration via OpenURL, WorldCat Local and WorldCat Discovery will display resource sharing options to your patrons when a user is IP authenticated to WorldShare Interlibrary Loan. The resource sharing options configured at this level (regardless of who holds the item) will always be used. If you do not have ILLiad, WorldCat Local will use WorldShare Interlibrary Loan to let patrons initiate interlibrary loan requests, as configured by your settings. OCLC Service Configuration Guide page 20

21 My WorldCat.org Resource Sharing Button Label Type of button configuration Choose an OpenURL Resolver from the OpenURL Resolvers you have already registered with OCLC Configure an additional button (optional) This button text will be used in the select menus under the For items owned by section. Click the check box to open the link in a new window when a user clicks the button. Choose the type of button for your OpenURL Resolver: Choose OpenURL 1.0 if you use an OpenURL 1.0 based solution (such as ILLiad or a web request form) Choose Custom URL if you use WorldShare ILL, WorldCat Discovery, WorldCat Local or WMS, to take users to the correct ILL service or workform Choose WCRS/WS ILL if you use WorldCat Resource Sharing or WorldShare ILL Note: WorldCat Discovery users may only choose OpenURL 1.0 or WCRS/WS ILL. Choose a resource sharing OpenURL Resolver from the OpenURL Resolvers you have already registered with OCLC. Click View registered OpenURL Resolvers to go to your OpenURL Resolvers list in the WorldCat Registry. You may configure more than one fulfillment button to handle resource sharing requests (at level 2, 3, or 4), although only one button may show at a time. To configure an additional button, click Configure an additional button. For items owned by Choose the options you prefer for when you want to display the fulfillment options to your users at the local, group and worldwide levels. Click the arrow next to each section title to expand or collapse the fulfillment options for each level. Local options correspond to the Level 1 Fullfillment column in the OPAC status table on the OPAC Status, Circulation and Lending Policies module. Group options correspond to the Level 2 and Level 3 (if applicable) Fulfillment column in the table, and worldwide options correspond to the Level 4 Fulfilllment column. Click here for more information on Item Types. Note: WorldCat Navigator member libraries please contact OCLC to make changes to these OpenURL Resolver Resource Sharing settings. OCLC support: Telephone , ext or (USA) Fax When you are finished, click Cancel to start over, or Save Changes to save and continue. For further information, please see our tutorials. OCLC Service Configuration Guide page 21

22 My WorldCat.org OPAC Statuses, Locations and Circulation Policies (Only applicable for WMS, WorldCat Local, and WorldCat Discovery libraries using the forfee availability option) Use this screen to define circulation and lending policies. WorldCat Local uses OCLC numbers to link between WorldCat Local and your catalog. Therefore, OCLC numbers must be present in your local catalog, and must be consistently indexed within your ILS. If you would like to configure your WorldCat Local to search your library catalog using the NISO Z39.50 Protocol, you may also need to map the OCLC number index to an attribute in your Z39.50 server. Local links to online content WorldCat Local will attempt to get local OPAC links (for example, 856 links) to online content from the OPAC: Which local OPAC links to online content should display in WorldCat Local: Links have been set at a default level. Click the check box if you do not wish to display OPAC links to online content that look like a duplicate of one already retrieved from the OPAC. Note: These fields are not editable at this time. If you feel these are incorrect, please contact OCLC Customer Support. Item Availability from the OPAC WorldCat Local will attempt to get local item availability information from your local OPAC. The following information is listed for you in OCLC Service Configuration: Select your ILS Vendor Select your ILS Product/Version How should WorldCat Local get item information? Enter the URL used to search for items in the catalog by OCLC# Display Item Availability on search results Would you like to treat some item types as a different kind of item? Your ILS Vendor is listed. Your ILS Product/Version is listed. Shows your selection whether you want OCLC to scrape the information from the OPAC, or use Z Enter the URL for your catalog. For example: Click the check box if you do not wish to display holdings and availability information that look like a duplicate of one already retrieved from the OPAC. Choose whether or not you want to display availability on the Search Results screen in WorldCat Local. Choose whether or not you want to use default WorldCat Local item types. If you want to treat some item types as a different item, provide that information in the table. Note: MARC fields are determined by the WorldCat Master record. Note: Some of these fields are not editable at this time. If you feel these are incorrect, please contact OCLC Customer Support. OCLC Service Configuration Guide page 22

23 OPAC Status grid My WorldCat.org Please list all status messages and fulfillment options that appear in your OPAC. You can change the data in the table by typing directly in the table cells. Note: If the item s library location impacts the policies you set for the item, please include all possible combinations of statuses and locations. If the location of an item does not impact the policies you set for the item, please leave the Location cell blank. Status OPAC Status Message Location OCLC Standard Status Message Status Treatment Local Online Links Fulfillment for (Level 1) Fulfillment for (Level 2) Fulfillment for (Level 3) Fulfillment for (Level 4) FullText OpenURL Definition Item status message that WorldCat Local retrieves from your OPAC (e.g., In Process, On Shelf, etc.). Item shelving location that WorldCat Local retrieves from your OPAC (e.g., Main Stacks, Reserves, etc.). Maps your status string from the OPAC to a standard status (optional). Choose whether OPAC Status is available or unavailable. This also controls the availability messaging for items with this OPAC status. Choose whether to display any Online links that are found in your OPAC (e.g. 856 links) for items with this OPAC Status and Location combination. For items held by Level 1, check when you want to display the Request Item button. For items held by Levels 1 AND 2, check when you want to display the Request Item button. For items held by Levels 1 AND 3, check when you want to display the Request Item button. For items held by Level 1 AND WorldCat, check when you want to display a request button. Choose whether to display the Full Text OpenURL Resolver for items with this OPAC Status and Location combination. Note: Depending on your institution s configuration, all columns may not be displayed. To configure column options: 1 Click column options. A pop-up window appears. 2 Choose which column options you would like to see by clicking the Show and Hide buttons. 3 For the columns listed, choose which logic to apply when determining what buttons or links should display based on the statuses and locations retrieved from the OPAC for a given item. Note: A circulating status is any status/location row that has a Status Treatment defined as "available" or "unavailable". The table will be reconfigured for the chosen options. OCLC Service Configuration Guide page 23

24 My WorldCat.org Table row options: To copy the configuration for this item type and paste the settings to another item type for your institution, click copy to and select an option from the drop-down list. To add rows, click either the add 1 row or add 10 rows buttons. To delete rows, click the check box next to the row you would like to remove, then click delete selected row(s). Using Local Holdings Records (LHRs) for Serial Information When the LHR option is selected, the following information from an LHR is displayed in WorldCat Local: Online links (856) Summary holdings data Call number (852 $k, h, i, m in this order) When the LHR is not used or not found, WorldCat Local searches the local OPAC for availability information. To display LHRs for serial, article and e-serial information, check the box under the serial tab at the bottom of the screen. The check box will automatically be selected on the article and e-serial tabs. Then complete the Holdings Code Translation Table. For information about loading Local Holdings Records, please see: When you are finished, click Cancel to start over, or Save Changes to save and continue. For further information, please see our tutorials. OCLC Service Configuration Guide page 24

25 Holding Codes Translation Table My WorldCat.org Note: All WMS libraries should use this module. WorldCat Local libraries, and WorldCat Discovery libraries using the for-fee Availability option can use this module if they wish to use Local Holdings Records (LHRs) as an option for displaying availability. Use this screen to customize your OCLC Holding Code Location information. When OCLC retrieves Local Holding Records (LHRs) for an item, we will display the "Location" of the item in the availability area in your worldcat.org. If you would like to display a user-friendly location name instead of a Holding Code from the LHR, you can customize the display. Information on this screen is only used if you have selected to use Local Holdings Records. For information about loading Local Holdings Records, please see: Holding Codes Translation Table Please list Holding Codes with the location that you want displayed for the code, by entering data in the fields provided. If you do not know your holding library codes, send an to Include the following: Contact name address Phone number Library s name OCLC institution symbol If you are adding a new holding library code, also include the following: The new four-character symbol The name/description Table row options: To add rows, click either the add 1 row or add 10 rows buttons. To delete rows, click the check box next to the row you would like to remove, then click delete selected row(s). You can change the data in the table by typing directly in the table cells. Note: OCLC encourages members to make a copy of their Holdings Codes prior to making any edits. To make sure you have no typos: 1. Copy and paste the cells into Microsoft Word as Unformatted Text, using the Home > Paste > Paste Special command. 2. Do a search to Find and Replace to find any paragraph returns (^p) and replace with ;. 3. Check to make sure there is no extra ; at the beginning of the list. When you are finished, click Cancel to start over, or Save Changes to save and continue. OCLC Service Configuration Guide page 25

26 Local and Enhanced Content My WorldCat.org Use this screen to display optional content to your end users. Syndetic Solutions Enrichment Content (if applicable) (Note: Only applicable to WorldCat Local full subscribers in the U.S.) Use this feature to show or hide evaluative content elements from Syndetic Solutions within WorldCat Local. Your Syndetic Solutions Client Code is shown. Local Data Visibility (if applicable) Use this feature to enable visibility of local bibliographic data, along with Master bibliographic data on the Detailed Record page of WorldCat Local. Note: To use this feature, you must have loaded and stored your local bibliographic data at OCLC. You should then be able to see the option to enable visibility of this data. Or you may contact if you wish to enable this feature. For further information on Local bibliographic data, see Batchload documentation. When you are finished, click Cancel to start over, or Save Changes to save and continue. OCLC Service Configuration Guide page 26

27 Full Text and Open Access Links My WorldCat.org Use this screen to set the appearance of full text links in WorldCat Local. Configure the display of full text links in WorldCat Local: Click the appropriate check boxes to display links in WorldCat Local. Note: Options may differ, depending on your subscription and settings. Detailed Record page display the following links: Links from the WorldCat knowledge base to full text content. Note: For some users, this link will be: Links from the WorldCat knowledge base to open access content/free content. The link appears only for items from the WorldCat knowledge base for which you have identified a subscription. Link display order can be configured in the Provider Preferences section of the WorldCat knowledge base Configuration Settings module. Full-text Limiter in WorldCat Local The presence of the full-text limiter on the Advanced Search and search results screens is tied to links from the WorldCat knowledge base to full text content. Links from WorldCat knowledge base must be enabled for the full-text limiter to display. To turn on the full-text limiter, you must select the Links from the WorldCat knowledge base to full text content option. If you have already enabled these links you must resave the module in the Service Configuration to trigger the full-text limiter. The full-text limiter limits to full text your library subscribes to as indicated by your holdings in the WorldCat knowledge base. The knowledge base is included in your cataloging subscription. Click here to find out how to use the knowledge base. Links from LHRs (if applicable) Note: LHRs can be enabled in the OPAC Statuses, Locations, and Circulation Policies module. Search Results page display the following links: Links from the WorldCat knowledge base to full text content. Note: For some users, this link will be: Links from the WorldCat knowledge base to open access content/free content. The link appears only for items from the WorldCat knowledge base for which you have identified a subscription. Links from LHRs (if applicable) Note: LHRs can be enabled in the OPAC Statuses, Locations, and Circulation Policies module. Master WorldCat record 856 and 956 links to open access content/free content Some examples of providers include:.gov/.edu documents (i.e., GPO.gov, ERIC, etc.) Hathi Trust Digital Library Internet Archive (Archive.org)/Project Gutenburg (Gutenberg.org) WorldCat Digital Collection Gateway (i.e., CAMIO, OAIster, ContentDM, etc.) Other (i.e., MARC 506) When you are finished, click Cancel to start over, or Save Changes to save and continue. OCLC Service Configuration Guide page 27

28 ILS Support and Maintenance My WorldCat.org Use this screen to supply a feedback address, and describe the level of system support you provide (if available). User Support WorldCat.org will forward any patron feedback sent through the WorldCat.org Feedback form to the institution purchasing this product. Librarian feedback will be sent to OCLC Customer Support. Forward feedback to this Provide an address for feedback to your institution. System Support and Maintenance (if available) Select your time zone Regular support hours After-hours support Do you have a standard, scheduled downtime for your system? Do you have a service unavailable page during downtime? Do you have a webpage for status updates during downtime? Search URL that OCLC may use to test to the OPAC Additional notes Choose a time zone from the drop-down list. Click Add another regular support hours timeframe to add your hours. Click Add another after-hours support timeframe to add your hours. Click Add another scheduled downtime timeframe to add your hours. Supply the URL for your service unavailable Web page, if applicable. For example, Supply the URL for your status updates Web page, if applicable. For example, Supply the URL that OCLC may use to test your OPAC. Must include a valid OCLC search (for example, Any additional information you wish to supply. When you are finished, click Cancel to start over, or Save Changes to save and continue. For further information, please see our tutorials. OCLC Service Configuration Guide page 28

29 Metasearch Content Licensed Content and Databases Use this screen to select databases that your users can search. Select Databases that a user can search in your WorldCat.org Users will be able to search any of the selected databases by using Advanced Search in xxx.worldcat.org. If no databases are selected, WorldCat.org will automatically be the database a user can search. A message appears with a link to add databases. Searchable databases on xxx.worldcat.org: Selected databases appear in the list. To change your settings: 1 Click add/remove databases to see a list of available databases. The Select database to search window displays. 2 Click the check box next to each database to be included. Note: If your institution does not have an unlimited subscription to a database, a warning message will appear. If you would like to continue and make this database searchable, enter your authorization and password and click Continue. If you click Cancel, the database will not be added. The database name appears in the right column under Selected Databases. If you wish to select non-oclc licensed databases, you may select those but may be asked to provide a username and password for each. Databases with a double asterisk (**) require credentials. 3 When you select a database, it appears with an icon. The default icon means that the database uses holdings in WorldCat to determine if your library holds an item. Note: If the database can be treated as held, you can switch the icon to elevate your holdings in search results. Mouse over the icon to see if it can be switched. The icon will turn gray and change to if it can be switched. 4 Click Done. A Warning message appears. Note: This message does not currently apply to WorldCat Local customers. This message reflects our development efforts to begin allowing API access to the central index and data available for search through an API. We continue to work on this type of access to improve your ability to use WorldCat Local data in your library. We will inform you when this functionality is available to you. 5 Click Continue to, or click Cancel to start over. You are returned to the Licensed Content and Databases screen. OCLC Service Configuration Guide page 29

30 Organize your databases (optional) Inbound Links and A-Z You can create, name, and modify custom groups of databases to assist users in selecting the appropriate resources to search. A database may appear in more than one group. In order for a database to appear in a group, you must have selected it to appear on xxx.worldcat.org in the Select Databases section. Note: You must have at least two databases selected to create a group. If no groups have been created, a message will display. Groups If you have two or more databases selected, you may create a new group. To create a group: 1 Click Create a new database group. The Group Name and Databases in this group fields appear. All selected databases appear in the drop-down menu. 2 Type a Group Name in the space provided. A confirmation message appears to tell you if the name is available. 3 Click the check box next to each database to be included. 4 Click save group. The new group information appears. If you have created groups, you may edit a group from this screen. To edit a group: 1 Click edit group. The Group Name and Databases in this group fields become editable. 2 Change the Group Name, if desired. 3 Click the check box next to each database to be included or excluded. 4 Click save group, or cancel changes to start over. The new group information appears. Group display order: If you have two or more groups, you can define a display order. Highlight a group name from the list and use the arrows to order the custom groups based on how you would like them displayed to the user. Users will be able to see all databases ordered alphabetically below the groups. Default database/group: Choose the default database/group that you would like to have displayed to users from the drop-down list. When you are finished, click Cancel to start over, or Save Changes to save and continue. OCLC Service Configuration Guide page 30

31 Inbound Links and A-Z Full Text OpenURL Resolvers (incoming requests) Use this screen to set link resolution for incoming requests (requests for full text from third-party vendors like Google Scholar and PubMed). Note: You must have collections of title metadata in the WorldCat knowledge base in order for this open URL resolver page to display properly. Link Resolution Page for Incoming Requests with A-Z Title List Base URL Select the version of the OpenURL link resolver you will be using: Version 1: This is the older edition of the link resolver and A- Z list. It is no longer being updated and will be discontinued in Version 2: This is the current version and is updated periodically. Note: For libraries who do not subscribe to WorldCat Discovery, only Version 2 is available for selection. Bypass Landing Page Default Search / Browse Copy and paste your selected Base URL to your vendor databases in order to resolve inbound OpenURLs against your library's knowledge base holdings. Click Yes to automatically take the user to the first full text link found, skipping the resolution page. Click No if you d like the user to see the resolution page. Default ILR Landing Page: Choose which page users will see first: Browse: A-Z page showing the default browse type selected. Search: Search page showing the default search type. Default Search Type: Choose which type of search page will display initially to users: Articles: Full citation article searches Journals: Individual journal title searches ebooks: Individual ebook title searches ebooks Citation: Full ebook citation searches Journal Search Default Browse Type: Choose which type of browse page will display initially to users. Journals: Available journal titles ebooks: Available ebook titles Note: Requires ebook Browse to be enabled Collections: Available database collections (both collections containing titles and database-only collections) Select the default search style users will be presented with for journal title searching: Starts with i.e. "Journal of Science*" Match all words i.e. "Journal" AND "Science" Match exact words i.e. "Journal of Science" Match any words i.e. "Journal" OR "Science" OCLC Service Configuration Guide page 31

32 Inbound Links and A-Z ebook Search ebook Browse Always Display ILR Fulfillment Report A Bad Link Online Catalog Select the default search style users will be presented with for ebook title searching. Match all words i.e. "Journal" AND "Science" Match exact words i.e. "Journal of Science" Match any words i.e. "Journal" OR "Science" Click Yes or No to turn ebook Browse on or off. Note: Browsing ebooks can involve millions of titles and therefore may not work effectively depending on the number of holdings configured. If problems occur, ebook browsing can be turned back off. Click Yes to use the option you have selected in My WorldCat.org > Place Hold/Request Buttons: WCRS/WSILL: The button will only display when there is enough information provided to create a fulfillment request. OpenURL 1.0: The fulfillment button will always display. When the button is enabled, your patrons can report a bad link to OCLC to resolve. Display online catalog: Select whether or not you would like the system to display an online catalog link. If Yes is selected, the system will link to your configured OPAC and pass an identifier as a search (either an ISSN or ISBN.) Online catalog text can be configured to customize how users will see your Online Catalog link. For customized alternate languages, select Add Translated Display Text (optional.) When you are finished, click Cancel to start over, or Save Changes to save and continue. OCLC Service Configuration Guide page 32

33 Mobile Client Contact Information Use this screen to set contact information for your WorldCat Mobile users. 1 Click Yes to display ONLY a search box on your Mobile home page. OR Click No to display library details, such as contact information, library hours and address. 2 Click Save Changes to save and continue, or Cancel to start over. Contact Information If you choose Yes, only the Library s Mobile Home Page field is configurable under Library URLs. A confirmation message appears. Your institution s contact information is listed. Contact information is acquired from the WorldCat Registry: Changes to your contact information can be made in the WorldCat Registry s Name and Location module. Changes to your days and hours of operation can be made in the WorldCat Registry s Open Hours module. OCLC Service Configuration Guide page 33

34 Mobile Client Library URLs Use this screen to set URLs and RSS feeds to your library s catalog for your WorldCat Mobile users. Note: Required fields are marked with an asterisk (*). Mobile Client Library URLs 1 Enter a URL for your institution s mobile home page in the field provided. 2 Click Test next to the field to check if it displays properly. 3 Select either the option to use the URL configured in the User Interface Options module, or the Name and Location module. 4 Click Save Changes to save and continue, or Cancel to start over. The Web page opens in a new browser window. A confirmation message appears. Note: If you chose Yes under Contact Information, only the Library s Mobile Home Page field is configurable on this screen. When you are finished, click Cancel to start over, or Save Changes to save and continue. OCLC Service Configuration Guide page 34

35 WMS Circulation Patron Type Policy Use this screen to set patron types for your users. Patron types on this screen are created on the Institution Borrower Categories screen in the WMS Institution module. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. Note: If a Patron Type appears in blue text that reads Only in RP, the type has been established on the Institution Borrower Categories screen, but no corresponding WMS Circulation Policy has been defined. Patron Type Policy fields: Policy Name Max Overdue Count Max amount of Waived bills Max number claimed lost Max number claimed returned Max number claimed never had Outstanding Bill Value Limit Total Loan Value Limit Bill Notification Policy Patron type, as set on the Institution Borrower Categories screen in the WMS Institution module. Maximum number of overdue items. Maximum dollar amount that can be waived. Maximum number of items that a patron can claim as lost. Maximum number of items that a patron can claim as returned. Maximum number of items that a patron can claim they never had. Total dollar value of all outstanding loaned items. Total dollar value of all loaned items. Choose which notification policy applies to this patron type policy. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 35

36 WMS Circulation Notification Policy Use this screen to set up notifications and when to send them. Note: Policy notifications are sent to users just one time. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To add a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click the add symbol. The screen expands to display a new Notification. 3 Complete the desired fields. 4 Click Save. The policy is added. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. To copy a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Copy. The screen is refreshed with blank fields. 3 Edit any desired fields. 4 Click Save to save or Cancel to start over. A confirmation message appears. Notification Policy fields: Policy Name Description Notification Type Notification fields Name of the policy. A brief description of the policy. Choose a type from the drop-down list. Customize the fields for the notification: Subject Start Text End Text Default delivery method Send Notification: The time when you would like to send the notification. Note: Select a timeframe and Before or After from the drop-down lists. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 36

37 Long Overdue and Lost Policies WMS Circulation Use this screen to set policies for items that are long overdue or lost. Note: WMS will automatically create a replacement fee and processing charges for items marked Lost, according to the policies defined here. The WMS Patron interface will reflect the status of Not Available for items with a status of lost. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. To copy a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Copy. The screen is refreshed with blank fields. 3 Edit any desired fields. 4 Click Save to save or Cancel to start over. A confirmation message appears. Long Overdue Policy fields: Policy Name Assess Long Overdue and Lost fees Preferred method of determining Replacement Cost Replacement Cost Bill Reason Processing Charge Bill Structure Cancel Processing Charge when Item is returned Name of the policy. The time (in hours, days, weeks or months) after the due date when a fee is assessed. Note: Select a timeframe from the drop-down list. Select your method of determining a replacement cost: Item Record, Media Type: This option sets the replacement cost based on the cost in the item record. If no cost is listed, cost will be determined by the default for that media type. Media Type, Item Record: This option sets the replacement cost by the default for that media type. If there is no cost listed, cost will be determined by the replacement cost in the item record. Note: If no cost is found, a fee is not charged. Choose a reason from the drop-down list. Choose a structure from the drop-down list. Click this check box to cancel fees if the item is returned. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 37

38 WMS Circulation Group Payment Policy Use this screen to determine which groups and institutions can accept payment and waive bills. Note: If you do not set any group payment policies, no groups or institutions will be able to accept payment or waive bills. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To create a policy: Note: You may only create one policy, so if you already have one, this feature will not be visible. 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. Click the check boxes to allow the institution to pay and/or waive bills. 3 Click the add symbol to add institutions, or the delete symbol to delete institutions. 4 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. To add or delete institutions: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click the add symbol to add institutions, or the delete symbol to delete institutions. A new row appears, or the old row disappears. 3 Click the check boxes to allow the institution to pay and/or waive bills. 4 Click Save. The changes are saved. Group Payment Policy fields: Policy Name All institutions can pay or waive Name of the policy. Click the check box to allow all institutions in the group to accept payment or waive bills. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 38

39 WMS Circulation Location Policy You must first configure settings on the Holding Codes Translation Table before using this screen. Data from the Holding Codes Translation Table is automatically populated in the dropdown fields on this screen. To change, delete or add a policy: 1 Change the fields as desired. 2 Click Save, or click Cancel to start over. A confirmation message appears. Location Policy fields: Field Description Corresponding field in the Holding Codes Translation Table Holding Location Branch library where item is normally held. Holding Code. Shelving Location The item s shelving location. Shelving Location. Material Format Available? Will Fulfill Holds? Can Override Holds? Reshelving Period In Processing Mode In Processing Period Item type. Should items at this location shows as Available or Unavailable on holdings displays. Check to show if items at this location can be used to fulfill hold requests. Check to show if a hold on this item can be overridden. The amount of time after an item is checked in before it displays as Available on holdings displays. Choose whether newly created items should display the status of In Processing: Never A specified period of time Until checked in at the item s holdings location If you select a specified period of time, this is the amount of time that the item will display the status of In Processing after the item is created. Note: All is the default setting if no other value is chosen. In this case, All means everything not specified in other fields. Table row options: To add rows, click the add symbol. To delete rows, click the delete symbol. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 39

40 WMS Circulation Loan Limit Policy Use this screen to set loan limits for your patrons. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To add a policy: 1 Click Create New to start with empty fields, or choose an existing Loan Limit Policy and type over the Policy Name field. The Create New Policy screen appears. 2 Complete the desired fields. Note: Required fields are marked with an asterisk (*). 3 Click Save. Note: An error message appears if the name you have chosen is already in use. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. To copy a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Copy. The screen is refreshed with blank fields. 3 Edit any desired fields. 4 Click Save to save or Cancel to start over. A confirmation message appears. Loan Limit Policy fields: Policy Name Verified Loan Count Limit Verified Loan Value Limit Verified Renew Time Limit Unverified Loan Count Limit Unverified Loan Value Limit Unverified Renew Time Limit Name of the policy. Number limit of loans placed by a verified patron. Dollar limit of a loaned item s value for a verified patron. Number of times a loan can be renewed by a verified patron. Number of loans placed by an unverified patron. Dollar limit of a loaned item s value for an unverified patron. Number of times a loan can be renewed by an unverified patron. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 40

41 WMS Circulation Loan Limit Matrix You must first configure settings on the Patron Type Policy and Loan Limit Policy screens before using this screen. Data from the Patron Type Policy and Loan Limit Policy screens is automatically populated in the drop-down fields on this screen. Status Patron Policy Material Format Holding Location Shelving Location Loan Limits Policy Description The patron policy, as set on the Patron Type Policy screen. Item type. Note: All is the default setting if no other value is chosen. In this case, All means everything not specified in other fields. Branch library where item is normally held. The item s shelving location. Loan limits policy, as set on the Loan Limit Policy screen. Table row options: To add rows, click the add symbol. To delete rows, click the delete symbol. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 41

42 WMS Circulation Loan Policy Use this screen to set loan policies for your users. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. Loan Policy fields: Policy Name Loan fields Circulates? Loan Period Overdue Grace Period Renew Period Fixed Due Dates Loan Fixed Bill Renew Fixed Bill Overdue Fixed Bill Overdue Periodic Bill Overdue Notification Policy Pre-Closing Due Date Adjustment Policy Recall fields Recall Period Recall Grace Period Name of the policy. Choose from the options in the drop-down list. Standard loan period in minutes, hours, days, weeks or months. Grace period before fines are assessed for overdue items. Loan period for renewals of the item. Provide a Name, Date and Time for due dates. A preset monetary value applied to the patron s account when material is checked out. A preset monetary value applied to the patron s account when material is renewed. A preset monetary value applied to the patron s account when overdue material is returned. A variable monetary value applied to the patron s account when an item checked out to the patron is overdue. Choose which notification policy applies to this loan policy. Choose an interval to make items due at or prior to the library s closing hours. Number of days the patron has to return a recalled item. Grace period before fines are assessed after the recall period. OCLC Service Configuration Guide page 42

43 WMS Circulation Recall Fixed Bill Recall Periodic Bill Recall Notification Policy Misc fields Accrue bills When Closed? A preset monetary value applied to the patron s account when an item checked out to the patron is recalled by the library. A variable monetary value applied to the patron s account when an item checked out to the patron is recalled by the library. Choose which notification policy applies to this loan policy. Choose Yes or No from the drop-down list to bill patrons when the library is closed. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 43

44 WMS Circulation Loan Policy Map You must first configure settings on the Patron Type Policy and Loan Policy screens before using this screen. Data from the Patron Type Policy and Loan Policy screens is automatically populated in the drop-down fields on this screen. Note: The Loan Policy Map reads data from top to bottom, left to right, until an exact match is found. Status Patron Policy Material Format Holding Location Shelving Location Loan Policy Long Overdue and Lost Policy Description The patron policy, as set on the Patron Type Policy screen. Click here to see a complete list of format types, including index values and MARC fields. Branch library where item is normally held. The item s shelving location. Loan policy, as set on the Loan Policy screen. Long overdue policy, as set on the Long Overdue and Lost Policies screen. Note: All is the default setting if no other value is chosen. In this case, All means everything not specified in other fields. Table row options: To add rows, click the add symbol. To delete rows, click the delete symbol. To rearrange the order of rows, click the up and down arrow symbols. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 44

45 WMS Circulation Bill Reason Use this screen to set reasons for billing, other than standard billing fees for items. For example, fees for library cards, etc. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. Bill Reason fields: Policy Name Associated With Auto Calculate Tax? Name of the policy. Choose an option from the drop-down list. Click the check box to choose this option. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 45

46 WMS Circulation Payment Method Use this screen to select accepted billing payment methods. The payment methods you enter on this screen populate the choices available in the Payment Method drop-down list when you accept payment for a bill in WMS. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. Payment Method fields: Policy Name Name of payment method, such as Cash, Visa, etc, When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 46

47 WMS Circulation Bill Structure Use this screen to set up billing structures for your users. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. To copy a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Copy. The screen is refreshed with blank fields. 3 Edit any desired fields. 4 Click Save to save or Cancel to start over. A confirmation message appears. Bill Structure fields: Field Policy Name Bill Reason Bill Type Amount Description Name of the policy. A term or phrase that describes the reason for the monetary charge. Choose an option from the drop-down list. Standard billing fee. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 47

48 WMS Circulation Hold Limit Policy Use this screen to set hold limits for items. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. To copy a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Copy. The screen is refreshed with blank fields. 3 Edit any desired fields. 4 Click Save to save or Cancel to start over. A confirmation message appears. Hold Limit Policy fields: Field Policy Name Verified Hold Count Limit Unverified Hold Count Limit Description Name of the policy. Limit of number of holds for a verified patron. Limit of number of holds for an unverified patron. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 48

49 WMS Circulation Hold Limit Matrix You must first configure settings on the Patron Type Policy and Hold Limit Policy screens before using this screen. Data from the Patron Type Policy and Hold Limit Policy screens is automatically populated in the drop-down fields on this screen. Status Patron Policy Material Format Hold Limits Policy Description The patron type, as set on the Patron Type Policy screen. Item type. Hold Limit policy, as set on the Hold Limit Policy screen. Note: All is the default setting if no other value is chosen. In this case, All means everything not specified in other fields. Table row options: To add rows, click the add symbol. To delete rows, click the delete symbol. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 49

50 WMS Circulation Hold Request Policy Use this screen to set hold request policies for items. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. Hold Policy fields: Field Policy Name Default Hold Request Period Hold Fixed Due Date(s) Bill for placing hold Bill for expired hold Hold Expiration Notification Policy Forwarding Policy Hold can be placed if patron has item on loan Description Name of the policy. The amount of time given to the patron to pick up the item that fulfills the hold request. Enter the time in days, weeks or months, or click Unlimited if there is no limit. Use this field if you want holds to be cancelled on a specific date, for example, the end of a semester. Provide a Name and Date. Choose from the options in the drop-down list to show if holds on items are billed when the hold is placed. Note: These options are defined on the Bill Structure screen. Choose from the options in the drop-down list to show if expired holds are billed. Note: These options are defined on the Bill Structure screen. Choose which notification policy applies to this loan policy. Choose whether or not to prefer the pickup location for fulfilling hold request. Choose whether or not patrons can place holds on items they have already checked out. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 50

51 WMS Circulation Hold Request Policy Map You must first configure settings on the Patron Type Policy and Hold Request Policy screens before using this screen. Data from the Patron Type Policy and Hold Requst Policy screens is automatically populated in the drop-down fields on this screen. Note: The Hold Policy Map reads data from top to bottom, left to right, until an exact match is found. Status Patron Policy Material Format Hold Request Policy Description The patron type, as set on the Patron Type Policy screen. Item type. Hold policy, as set on the Hold Request Policy screen. Note: All is the default setting if no other value is chosen. In this case, All means everything not specified in other fields. Table row options: To add rows, click the add symbol. To delete rows, click the delete symbol. To rearrange the order of rows, click the up and down arrow symbols. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 51

52 WMS Circulation Hold Fulfillment Policy Use this screen to set hold fulfillment policies for items. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. Hold Policy fields: Field Policy Name Hold Expiration Period Bill for picking up hold Hold Pickup Notification Policy Description Name of the policy. The amount of time the item will remain on the hold shelf. The time begins when the item becomes available, and ends after the expiration period you enter. At the end of the expiration period, the item will be listed in the Clear Hold Shelf report. Enter the time in minutes, hours, days, weeks or months. Choose from the options in the drop-down list to show if holds on items are billed when the item is picked up. Note: These options are defined on the Bill Structure screen. Choose which notification policy applies to this loan policy. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 52

53 Hold Fulfillment Policy Map WMS Circulation You must first configure settings on the Patron Type Policy and Hold Fulfillment Policy screens before using this screen. Data from the Patron Type Policy and Hold Fulfillment Policy screens is automatically populated in the drop-down fields on this screen. Note: The Hold Policy Map reads data from top to bottom, left to right, until an exact match is found. Status Patron Policy Material Format Holding Location Shelving Location Hold Fulfillment Policy Description The patron type, as set on the Patron Type Policy screen. Item type. Branch library where item is normally held. The item s shelving location. Hold policy, as set on the Hold Policy screen. Note: All is the default setting if no other value is chosen. In this case, All means everything not specified in other fields. Table row options: To add rows, click the add symbol. To delete rows, click the delete symbol. To rearrange the order of rows, click the up and down arrow symbols. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 53

54 WMS Circulation SIP2 Configuration Use this screen to configure the information for your self-check machines. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. SIP2 Configuration fields: Field Branch Supported Messages Supported Services Send Personal Data in Patron Information Service Available Hold Allowed Use SortBin (CL) field in Checkin response Number of Retries Allowed Timeout Period in Seconds Terminal Location Bill Reason to Fee Type Magnetic Material Not Desensitize Description Name of the branch you are configuring. Messaging options for your configuration. Services that are supported. Check this box to allow the server to send person patron data (address, books on loan, etc.) to SIP2. If this box is checked, a hold for an item that is available (i.e. not on loan) is allowed. If unchecked, the system will not allow a hold to be created. Holds can only be created for items that are not available. This value can be linked to the Routing Reason of the Checkin result. Note: If you choose this option, the Routing Reason to Sort Bin option will appear below. Number of retries SIP2 accepts before the connection is closed. Timeout period (in number of seconds). Location of the terminal being used. Use this list to map a bill reason to SIP2 fee types. List of magnetic materials used when SIP2 sets the security tape. List of material that should not be desensitized by SIP2. OCLC Service Configuration Guide page 54

55 WMS Circulation Not Sensitize Payment Method To Payment Type Routing Reason to Sort Bin List of materials that should not be sensitized by SIP2. Use this field to map the Payment Method to the SIP2 Payment Type. This information will be used when sending or receiving information regarding fees and fines. Depending on the Routing Reason, a value will be set in the CL field. If no value is entered, the default value 0 will be used. Note: This option appears after selecting the SortBin (CL) field. If you have previously used the work-around, you will need to reconfigure your codes. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 55

56 WMS Circulation SIP2 IP Address Use this screen to register IP addresses of your self-check machines for communication with the server. Note: It is possible to use the same IP address for multiple branches or institutions. However this is only possible if the IP address is linked to a username and password. If no username is linked to an IP address, it is not possible to use the same IP address more than once. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To add an IP address: Note: If you already have an IP address, this feature will not be visible. 1 Click Add Row. A new row appears. 2 Type the IP address and click the check box if it is active. 3 Click Save, or click Cancel to go back. A confirmation message appears. To delete an IP address: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click the delete symbol. The IP address is deleted. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 56

57 WMS Circulation Admin/General Use this screen to set general administrative settings. To view/change one of the available options: 1 Click the Page from the list. The screen refreshes. 2 Change the fields as desired. 3 Click Save, or click Cancel to start over. A confirmation message appears. To add a row to a specific option: 1 Click the add symbol. A new row appears. 2 Confirm or change the fields as desired. 3 Click Save, or click Cancel to erase the row. A confirmation message appears. To delete a row from a specific option: 1 Click the delete symbol. The row is deleted. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 57

58 WMS Circulation Scheduling Policies Use this screen to set scheduling policies for your library. To select a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. To create a policy: 1 Click Create New. The Create New Policy screen appears. 2 Complete the desired fields. 3 Click Save. The policy is added to the list. To delete a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Delete. A Confirm window appears. 3 Click OK. The policy is deleted. To copy a policy: 1 Click the Policy Name from the list. The Edit Policy screen appears. 2 Click Copy. The screen is refreshed with blank fields. 3 Edit any desired fields. 4 Click Save to save or Cancel to start over. A confirmation message appears. Scheduling Policies fields: Policy Name Pre-Schedule Embargo Period Post-Schedule Embargo Period Automatic Recall Period Pull List Period Cancel Schedule Notification Policy Pickup Schedule Notification Policy Placed Schedule Notification Policy Name of the policy. Choose a start time (in minutes, hours, days or months) for a schedule embargo. Note: Select a timeframe from the drop-down list. Choose an end time (in minutes, hours, days or months) for a schedule embargo. Choose a time period (in minutes, hours, days or months) for automatic recall. Choose a time period (in minutes, hours, days or months) for a pull list. Choose from the options in the drop-down list to show cancellation policies. Choose from the options in the drop-down list to show a pickup schedule. Choose if you wish to add a confirmation notice. If added, the confirmation notice will be sent to patrons when a schedule for an item has been successfully placed. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 58

59 WMS Circulation Scheduling Policy Map You must first configure settings on the Scheduling Policies screen before using this screen. Data from the Scheduling Policies screen is automatically populated in the drop-down fields on this screen. Scheduling Policy Map fields: Field Patron Policy Material Format Holding Location Shelving Location Scheduling Policy Description The patron policy. Item type. Branch library where item is normally held. The item s shelving location. Scheduling policy, as set on the Scheduling Policies screen. Note: All is the default setting if no other value is chosen. In this case, All means everything not specified in other fields. Table row options: To add rows, click the add symbol. To delete rows, click the delete symbol. To rearrange the order of rows, click the up and down arrow symbols. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 59

60 WMS Circulation Offline Client Use this screen to configure settings for your Offline Circulation client. Note: You must have a Web Service key to download the client. To request a WS key, go to Request a Web Service Key. To configure your Offline Client: 1 Choose the branch from the list. Note: The Offline Circulation client must be downloaded at each branch that needs to use it. 2 To find the user account, type search terms in the Search box. 3 Click Search. The system searches for matching results. 4 Choose the user, and make sure the account has check in and check out permissions. 5 Type a Password for the account. Note: This password enables use of the Offline Client when WMS Circulation is unavailable. 6 Choose the WSKey from the list. 7 Click Download Client. The Download window appears. 8 Save the client to your workstation. OCLC Service Configuration Guide page 60

61 WMS Circulation Circulation Receipts Use this screen to customize receipts. To customize a receipt: 1 Click a Receipt Name. The Edit Receipt screen appears. 2 Choose a Header and any fields you wish to display on the receipt. 3 Click Save. The changes are saved. Circulation Receipts fields: Field Receipt Name Header Patron Item Footer Description A unique name for the type of receipt. The header that will appear on the printed receipt. Choose patron fields you wish to display. Choose the type of item. The footer that will appear on the printed receipt. When you are finished, click Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 61

62 WMS Circulation Debt Collection This feature allows WMS Circulation to work with Unique Management Services, Inc., the principal material recovery agency in the global library marketplace. Selection Criteria Use this screen to specify the criteria the systems uses to select patron accounts to send to Unique Management. Selection Criteria fields: Field Minimum Patron Balance Oldest Fine Date Grace Period Minimum Patron Age Included Patron Types Included Bill Reasons Processing Fee Bill Reason (optional) Processing Fee Bill Amount Staff User Name Scheduling Time Description The minimum amount patrons must owe before they are eligible to be sent to debt collection. The oldest date of a fine that should be considered when calculating whether or not patrons are eligible to be sent to debt collection. The period during which accrued fines are not considered when calculating the patron balance. The minimum age a patron must be before their account is selected for debt collection. Choose the Patron Types that are eligible for debt collection. Choose the Bill Reasons to be included when calculating the patron balance. Choose the Bill Reason text that will appear on the bill for the processing fee that the library assesses if a patron is sent to debt collection. The amount of the fee the library assesses if the patron is sent to debt collection. The staff member(s) who will be notified when the process has finished. Choose from the list how often the file is created. Choose the time of day when the file is created. File Review Use this screen to review the files in preparation for sending. When you are finished, you have three options: Reset Selection Criteria to reset all submission criteria and discard the current data. Save Changes to save without submitting the data for transmission. Submit to send the list to Unique Management. Some fields need explanation: Field Exempted Exclude Now Description Check the box to exclude the patron from all future instances of debt collection. Check the box to exclude the patron from debt collection one time. File Transmission Configuration Use this screen to specify the details of how the file should be transmitted. The file will be encrypted prior to transmission. OCLC Service Configuration Guide page 62

63 WMS Circulation File Transmission Configuration fields: Field File Format Transmission Staff User Name Address Description Choose the file format. Choose the method to send the file. The staff member(s) who will be notified when the file transmission is complete. address of contact at Unique Management. Manage Shared Key Use this screen to create a shared key that will be used by Unique Management to decrypt the file. Note: A shared key must be created before the library completes the File Transmission Configuration. Manage Shared Key fields: Field Shared Key Name Shared Key Description Choose the name of the shared key. The system supplied shared key that is created and will be used to encrypt and decrypt the file. It is the library's responsibility to send the shared key to their contact at Unique Management. Update Patron Reports Use this screen to determine when an updated file of eligible patrons should be sent to Unique Management. Update Patron Reports fields: Field Staff User Name Scheduling Time Description The staff member(s) who will be notified when the process is finished. Choose from the list how often the report is run. Choose the time of day the file is created. Synchronization Report Use this screen to configure when to submit a report of all patrons currently in debt collection status and the current total balance of outstanding debt as represented in WMS Circulation. This enables Unique Management to verify the data in both systems. Synchronization Report fields: Field Description Staff User Name The staff member(s) who will be notified when the process is finished. Scheduling Choose from the list how often the report is run. Time Choose the time of day the file is created. When you are finished, Cancel to start over, or Save to save and continue. OCLC Service Configuration Guide page 63

64 WorldCat Registry Search Use this screen to search for an institution in the WorldCat Registry. Basic Search To find an institution: 1 Enter search terms in the Search box. 2 Click Search. Note: The Search function will find exact matches first, and then close matches. 3 Click the institution name to go to the Profile Summary for that institution. Note: If this is your institution and you need to request authorization, click Authorize me for this record. Advanced Search Use Advanced Search to search with more specific search terms. To use Advanced Search: A confirmation message appears, followed by Search Results. 1 Click the Advanced tab. The Advanced Search fields appear. 2 Enter search terms in any or all of the fields provided. 3 Click Search. Note: The Search function will find exact matches first, and then close matches. 4 Click the institution name to go to the Profile Summary for that institution. Note: If this is your institution and you need to request authorization, click Authorize me for this record. A confirmation message appears, followed by Search Results. OCLC Service Configuration Guide page 64

65 Advanced Search fields WorldCat Registry Note: Required fields are marked with an asterisk (*). Name Also Called Institution Type Country City State or Province Postal Code Name describing your institution. Include identifying information, such as consortium or branch name. examples: Seattle Public Library; BANK OF CHINA, LAW AFFAIRS DEPT Alias name, common name, abbreviation, or English version of a non-english name, if applicable. example: Detroit Area Library Network Also Called: DALNET Select your institution type from the drop-down list. Select your country from the drop-down list. ISO standard names, see: City of institution s physical location. Select your state or province from the drop-down list, if applicable. Dropdown values are available for the United States, Canada and Australia. ISO standard names, see: Postal or zip code of institution s physical location. Search by Identifiers Use this option to search by identifier. To search by identifiers: 1 Click the Identifiers tab. The Identifiers fields appear. 2 Enter an identifier to search in the fields provided, or choose one from the drop-down lists. 3 Click Search. Note: The Search function will find exact matches first, and then close matches. 4 Click the institution name to go to the Profile Summary for that institution. Note: If this is your institution and you need to request authorization, click Authorize me for this record. A confirmation message appears, followed by Search Results. OCLC Service Configuration Guide page 65

66 Create a New Institution WorldCat Registry Use this screen to create a new institution by entering brief, directory-style information, such as name, home page and identifiers. Note: Adding an address is optional. After completing this screen, please continue to add information to other sections of the profile. To create a new institution: 1 Type information in any or all of the fields provided. Note: Providing as much information as possible (especially an OCLC Institution Symbol and ISIL) will produce more exact search results (see step 4). 2 If you wish to add an address, make sure the check box is checked. 3 Click Create. Note: By clicking Create, you agree and consent to the Terms of Service. 4 If your institution is listed, click the name. OR 5 If your institution is not listed, click Confirm Create to create the institution. Note: To request authorization, click Authorize me for this record on the Profile Summary screen. Create a New Institution fields Note: Required fields are marked with an asterisk (*). The Address fields appear. A message appears indicating that duplicates are being searched. If possible duplicates are found, the Duplicate Institutions screen appears. The Profile Summary screen appears. A confirmation message appears, followed by the Name and Location screen. Institution Name Also Called Institution Type Home Page URL OCLC Institution Symbol Name describing your institution. Include identifying information, such as consortium or branch name. examples: Seattle Public Library; BANK OF CHINA, LAW AFFAIRS DEPT Alias name, common name, abbreviation, or English version of a non-english name, if applicable. example: Detroit Area Library Network Also Called: DALNET Select your institution type from the drop-down list. Institution or library s main Web site address. example: Alpha-numeric identifier issued by OCLC to member institutions (editable by OCLC staff only). example: OCL See: Directory of OCLC Libraries To learn more about the OCLC symbol rendered as ISIL, see: OCLC Service Configuration Guide page 66

67 International Standard Identifier for Libraries (ISIL) Address fields (optional) Type Street Address 1 Street Address 2 City State or Province Zip or Postal Code Country WorldCat Registry A unique identifier issued by the ISIL Agency to create an identifier to enable unique identification of a library or related institution. An ISIL is made up by two components: a prefix and a library identifier, in that order, separated by a mandatory hyphen. An OCLC symbol can be rendered as ISIL by the addition of the prefix OCLC or O for technical encoding in cases such as RFID tags. examples: CA-QMCB, OCLC-ABCDE To learn more about the standard see: and To learn more about the OCLC symbol rendered as ISIL, see: You can enter up to four addresses: Main address Business address Shipping address Other address Institution s address. Other address information, such as P.O. Box, Suite, etc. City of institution s location. Select your state or province from the drop-down list, if applicable. Dropdown values are available for the United States, Canada and Australia. ISO standard names, see: Postal or zip code of institution s location. Select your country from the drop-down list. ISO standard names, see: OCLC Service Configuration Guide page 67

68 WorldCat Registry Profile Summary This screen lists your institution s information with links to other WorldCat Registry screens for easier editing. The screen appears after a Search or after Creating a New Institution. If this is your institution and you need to request authorization, Authorize me for this record will appear. 1 Click Authorize me for this record. The window expands to include a relationship field. 2 Describe your relationship with the institution in the field provided. 3 Click Send. The request is sent to OCLC for verification. 4 You will be contacted by OCLC staff when your authorization is complete. If this is your institution and you are authorized, Edit this record will appear. Click the link to go to the Name and Location screen. OCLC Service Configuration Guide page 68

69 WorldCat Registry Name and Location Use this screen to enter or revise your institution s information, such as physical and postal street addresses, Web sites and telephone numbers. Institution Name Use this section to add or change general information about your institution, and choose whether or not to make your information public. Addresses You can enter up to four addresses: Main address Business address Shipping address Other address To add an address: 1 Click Add Address. Note: You may also add a new address by using the copy function. 2 Complete the fields on the screen: Select an address Type from the drop-down list. Type information in the fields provided and select locations from the drop-down lists. Note: After selecting a State or Province, the Country is automatically selected. Entering Latitude and Longitude will enable advanced features like a Map and auto-detection of your time zone. For further information, please see: Map and Open Hours. The Add New Address screen appears. 3 Click OK to save or Cancel to start over. The address appears under Addresses. To edit an address: 1 Click the check box next to the address. 2 Click Edit Selected. The Edit Address screen appears. 3 Edit any desired fields. 4 Click OK to save or Cancel to start over. The changes are made to the address. OCLC Service Configuration Guide page 69

70 WorldCat Registry To copy an address: 1 Click the check box next to the address. 2 Click Copy Selected. The Add New Address screen appears. 3 Edit any desired fields. 4 Click OK to save or Cancel to start over. The address appears under Addresses. To delete an address: 1 Click the check box next to the address. 2 Click Delete Selected. The address is removed. Addresses You can enter as many addresses as you need. To add an address: 1 Click Add . The Add New screen appears. 2 Type an address in the field provided. 3 Click OK to save or Cancel to start over. The address appears under Addresses. To edit an address: 1 Click the check box next to the address. 2 Click Edit Selected. The Edit screen appears. 3 Edit the address. 4 Click OK to save or Cancel to start over. The changes are made to the address. To delete an address: 1 Click the check box next to the address. 2 Click Delete Selected. The address is removed. OCLC Service Configuration Guide page 70

71 Phone/Web WorldCat Registry Provide information about your telephone numbers and Web access. Click the check box if you have Wifi Access. Name and Location fields Note: Required fields are marked with an asterisk (*). Institution Name Also Called Institution Type Privacy Preferences Name describing your institution. Include identifying information, such as consortium or branch name. examples: Seattle Public Library; BANK OF CHINA, LAW AFFAIRS DEPT Alias name, common name, abbreviation, or English version of a non-english name, if applicable. example: Detroit Area Library Network Also Called: DALNET Select your institution type from the drop-down list. Choose Make information public to make your institution s profile public, or Make information private to only have your institution s name and address publicly available. Address fields Type Street Address 1 Street Address 2 City State or Province Zip or Postal Code Country Latitude Longitude Address You can enter up to four addresses: Main address Business address Shipping address Other address Institution s physical address. Other address information, such as P.O. Box, Suite, etc. City of institution s physical location. Select your state or province from the drop-down list, if applicable. Dropdown values are available for the United States, Canada and Australia. ISO standard names, see: Postal or zip code of institution s physical location. Select your country from the drop-down list. ISO standard names, see: Your institution s latitude. It is a set of data derived from an institution s business or mailing address. example: , Note: Entering Latitude and Longitude will enable advanced features like a map and auto-detection of your time zone. Your institution s longitude. It is a set of data derived from an institution s business or mailing address. example: , Note: Entering Latitude and Longitude will enable advanced features like a map and auto-detection of your time zone. address(es) associated with the account. OCLC Service Configuration Guide page 71

72 WorldCat Registry Phone/Web fields Phone Fax Home Page Information Page Library Card Form Page Wifi Access Preferred format as it is displayed in your country. examples: +1 (614) (US and Canada) (France) (Netherlands) Preferred format as it is displayed in your country. examples: +1 (614) (US and Canada) (France) (Netherlands) Institution or library s main Web site address. example: Address of the institution s Web page which lists locations, department, hours, and contact information. example: Address of the institution s Web page to sign up for a library card. example: Click the check box if Wifi Access is available. When you are finished, click Save Changes to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 72

73 WorldCat Registry Map Use this screen to set your institution s location on a map. Drag the red marker to specify the institution's physical location, or click Update Registry to use the normalized latitude and longitude values for this record. You can set a different location for each address you have set in the WorldCat Registry. When you are finished, click Save to save, or Cancel to start over. OCLC Service Configuration Guide page 73

74 WorldCat Registry Open Hours Use this screen to set your hours of operation. Note: Required fields are marked with an asterisk (*). Time Zone Click Auto-Detect Time Zone to automatically set your time zone. Note: This is based on the institution s address, so you must have an address with geolocation selected on the Map page. Normal Hours To set hours: 1 Click a day to modify its hours, or click a button to set hours for multiple days. 2 Complete the fields on the screen: Select an Open Status from the drop-down list. Choose hours information. The Edit Normal Hours screen appears. 3 Click OK to save or Cancel to start over. The hours appear under Normal Hours. Special Hours To set hours: 1 Click Add Special Hours. The Add Special Hours screen appears. 2 Complete the fields on the screen: Type a description. Choose dates from the calendar. Choose an Open Status from the drop-down list. Choose hours information. 3 Click OK to save or Cancel to start over. The hours appear under Special Hours. To edit hours: 1 Click the check box next to the hours. 2 Click Edit Selected. The Edit Special Hours screen appears. 3 Edit any desired fields. 4 Click OK to save or Cancel to start over. The changes are made to the hours. OCLC Service Configuration Guide page 74

75 WorldCat Registry To delete hours: 1 Click the check box next to the hours. 2 Click Delete Selected. The hours are removed. Hours URL Page To set an online link to your institution s hours page, type a URL in the field provided. Note: Institutions using WorldShare Management Systems need to enter specific hours information. When you are finished, click Save Changes to save and continue, or Cancel to start over. Open Hours fields Time Zone Normal Hours Open Status Opening Time Closing Time Special Hours Description Date From/Thru Open Status Opening Time Closing Time Select a time zone from the drop-down list, or click Auto-Detect Time Zone to automatically set your time zone. Note: This is based on the institution s address, so you must have an address with geolocation selected on the Map page. Select a status from the drop-down list. List the time in hour and minutes. Select AM or PM. List the time in hour and minutes. Select AM or PM. Type a description of your special hours. example: Summer Vacation 2011 Choose dates from the calendars provided. Select a status from the drop-down list. List the time in hour and minutes. Select AM or PM. List the time in hour and minutes. Select AM or PM. OCLC Service Configuration Guide page 75

76 WorldCat Registry Branches and Affiliates Use this screen to set up institutions that are subordinate to or serve as extensions of your institution. Current Branch and Affiliate associations are listed on the screen. Note: To be associated, a branch must have its own Registry profile. Add New Branches/Affiliates To add a branch or affiliate: 1 Click the plus symbol (+) to expand the branch option. 2 Enter search terms in the Search box. Note: The Search function will find exact matches first, and then close matches. 3 Optional: Click the check box to include inactive records. 4 Click Search. A confirmation message appears, followed by Search Results. 5 To see more information about an institution, click the institution name to go to the Profile Summary for that institution. 6 Click Add As Branch or Add as Affiliate in the Action column to add an institution to your Branches and Affiliates screen. A confirmation message appears, and the branch or affiliate is added. To delete a branch or affiliate: 1 Click Remove Branch or Remove Affiliate under Branches or Members or Affiliations. A confirmation message appears, and the branch or affiliate is removed. OCLC Service Configuration Guide page 76

77 WorldCat Registry Contacts Use this screen to add contact information for key administrative and departmental personnel. Note: The WorldCat Registry will allow you to make this information publicly available. You can also enter personnel who would be of interest only to parties with whom your profile will be shared. Contact List To add a contact: 1 Click Add Contact. The Add New Contact screen appears. 2 Complete the fields on the screen: Choose a Role from the drop-down list. Type a Name, and provide other information in the fields provided. Click the check box if you want to make your contact information publicly available. 3 Click OK to save or Cancel to start over. The contact appears under Contact List. To edit a contact: 1 Click the check box next to the contact. 2 Click Edit Selected. The Edit Contact screen appears. 3 Edit any desired fields. 4 Click OK to save or Cancel to start over. The changes are made to the contact. To delete a contact: 1 Click the check box next to the contact. 2 Click Delete Selected. The contact is removed. OCLC Service Configuration Guide page 77

78 Contact fields WorldCat Registry Note: Required fields are marked with an asterisk (*). Role Name Address Phone Fax Visible to All Select a role from the drop-down list. Contact s name, first and last name (surname). Note: Name must be at least two characters. Contact s address. Preferred format as it is displayed in your country. examples: +1 (614) (US and Canada) (France) (Netherlands) Preferred format as it is displayed in your country. examples: +1 (614) (US and Canada) (France) (Netherlands) Click the check box to allow a contact to be visible to anyone. Note: If you do not make the choice, contact information will be hidden to general public and available only to parties with whom you share your profile. When you are finished, click Save Changes to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 78

79 WorldCat Registry Identifiers Use this screen to list identifying codes assigned by OCLC and other industry and standards organizations, if applicable. (The ID assigned by the WorldCat Registry is included.) Identifiers To add an identifier: 1 Select an Identifier Type from the drop-down list. 2 Provide an identifier in the Identifier field. 3 Click Add. The identifier appears in the table. To edit an identifier type: 1 Click the Identifier Type. 2 Choose the correct type from the drop-down list. The identifier type is changed. To edit an identifier: 1 Click the Identifier. 2 Provide the correct identifier. The identifier is changed. To delete an identifier: Click Remove to delete an identifier. OCLC Service Configuration Guide page 79

80 WorldCat Registry Identifier Types Identifier Type WorldCat Registry ID Australian Business Number Australian National Union Catalog (NUC) BIBSYS Library Code (Norway records) (editable by OCLC staff only) British Library Code (UK records) Federal Employer Identification Number (FEIN) Identifier International Standard Identifier for Libraries (ISIL) MARC Organization Code (NUC) NCES Library Code/LIBID Description and Example The unique ID assigned by the WorldCat Registry (not editable). example: digit unique identifier issued by the Australian Taxation Office that is used by business entities when dealing with the Australian government. example: See: A unique identifier issued by the National Library of Australia for organizations which contribute information to the Australian National Bibliographic Database (ANBD). Australian National Union Catalog symbol has been recognized as an International Standard Identifier for Libraries (ISIL). example: ANL (National Library of Australia) See: A unique library identifier issued by BIBSYS which is a key supplier of products and services for higher educational institutions, other research institutions in Norway, public administrative institutions and the National Library of Norway. example: xu An internal unique identifier for British Libraries indicating the physical location of the material. Enables British Library customers to convert into names and addresses the library codes they are given in response to location searches. It also indicates each library s supply and charging policies. example: ED/N-2, DB/N-2 See: irlibcodes/ A unique nine-digit numeric identifier assigned by the Internal Revenue Service to businesses in the United States. example: A unique identifier issued by the ISIL Agency to create an identifier to enable unique identification of a library or related institution. An ISIL is made up by two components: a prefix and a library identifier, in that order, separated by a mandatory hyphen. An OCLC symbol can be rendered as ISIL by the addition of the prefix OCLC or O for technical encoding in cases such as RFID tags. examples: CA-QMCB, OCLC-ABCDE To learn more about the standard see: and To learn more about the OCLC symbol rendered as ISIL, see: Alphabetic identifier used in Library of Congress National Union Catalog. example: TxLbAMS; RiEpGSL See: Alpha-numeric identifier issued by the National Center for Educational Statistics (U.S.) identifying branch level information for Public Libraries. example: 157B08 See: OCLC Service Configuration Guide page 80

81 WorldCat Registry NCES Organization Code/FSCS ID NCES IPEDS ID/UnitID New Zealand Library Symbol (New Zealand records) New Zealand Union Catalog Name (editable by OCLC staff only) OCLC Account Name (editable by OCLC staff only) OCLC Symbol (editable by OCLC staff only) RCR Code (France records) (editable by OCLC staff only) SAN Identifier Alpha-numeric organization code issued by the National Center for Educational Statistics (U.S.) for Public Libraries. example: OH0057 See: Numeric identifier issued by the National Center for Educational Statistics (U.S.) for Academic Institutions. example: See: A unique library identifier issued by the National Library of New Zealand. Its primary purpose is to facilitate interloan. New Zealand Library Symbol has been recognized as an International Standard Identifier for Libraries (ISIL). example: WN (National Library of New Zealand, Wellington) See more about ISIL: See: A unique library identifier issued by the National Library of New Zealand. example: Porirua Public Library Account name issued by OCLC to member institutions. This name will be used as your Institution Name unless you want to change it. example: OCLC, Inc. Alpha-numeric identifier issued by OCLC to member institutions. example: OCL See: To learn more about the OCLC symbol rendered as ISIL, see: A unique numeric library identifier issued by ABES (Agence Bibliographique de l'enseignement Supérieur) the agency in charge of SUDOC (Système Universitaire de documentation), the Library Union Catalogue for the academic, specialist and Higher Education in France. example: The Standard Address Number (SAN) is a seven-digit numeric identifier used to identify organizations and businesses interacting with the publishing industry (including book and serial manufacturers, libraries, publishers.) example: ey= 97d7bef1a7fda9d9979b2bb1d eec7 When you are finished, click Save to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 81

82 WorldCat Registry Online Catalog Use this screen to list information about your Web-accessible catalog. Note: WorldCat Registry automatically suggests values for the fields based on a sample search from your catalog. For OCLC member libraries, the online catalog links will be available within 24 hours. Online Catalog Availability Use this section to select the availability option for your online catalog. Note: If Not Available or Available on Intranet only are chosen, no other fields are. If you select Available Online, fill out the remaining fields on the screen. Suggest Links Get automatic suggestions for your online catalog information. To get suggested links: 1 Paste a sample URL from your Web catalog in the field provided. 2 Click Suggest Links. WorldCat Registry automatically suggests values for the fields under Online Catalog. 3 Continue to Online Catalog, or click Clear Suggested to start over. Online Catalog 1 Complete the fields on the screen: Choose a Library System Used from the dropdown list. Provide URLs in the fields provided. 2 Click Test next to the suggested link to check if it displays a holding in your local online catalog. 3 Provide a URL for the screen that displays results of an ISBN or ISSN search. 4 Choose Use 10 Digits or Use 13 Digits for ISBN. 5 Click Test next to the ISBN, ISSN and OCLC Number fields. The Web page opens in a new browser window. A window opens, showing example numbers for testing. 6 Click Test to display the search, or Cancel to start over. The Test screen opens. 7 Click the check box if your library configures its catalog to retain the leading zeroes on OCLC numbers. 8 Choose an option for OCLC Number Prefix, and if applicable, select a custom prefix to be used on all OCLC Numbers. 9 Provide a URL to conduct an OR search against the local catalog for multiple OCLC numbers which identify the same record (see below). OCLC Service Configuration Guide page 82

83 WorldCat Registry Online Catalog fields Library System Used Base URL Online Catalog Direct to ISBN Online Catalog Direct to ISSN e-serial ISSN Search Online Catalog Direct to OCLC Number Add Leading Zeroes to the OCLC search Term OCLC Number Prefix Custom Prefix Online Catalog Direct to Multiple OCLC Numbers Select your vendor from the drop-down list. Main URL for your library s catalog. Note: Only one link can be used per profile. example: URL for the screen that displays the results of an ISBN search of your catalog. example: URL for the screen that displays the results of an ISSN search of your catalog. example: URL for the screen that displays the results of an ISSN search of your catalog for electronic serials. example: URL for the screen that displays the results of an OCLC Number search of your catalog. example: h= KEYWORD&function=INITREQ&t1= Click the check box to add leading zeros to the search term if your library configures its catalog to retain the leading zeros on OCLC numbers. Select which option you prefer for adding a prefix to the OCLC Number. example: OCM Custom prefix to add to all OCLC Numbers. The URL to conduct an OR search against the local catalog for multiple OCLC numbers which identify the same record. This will handle cases where many OCLC numbers have been reduced to a single OCLC number in the WorldCat database and the holdings in the local catalog may not match the holdings in WorldCat. Use {oclc} as a placeholder for where OCLC numbers can be inserted into the URL. When you are finished, click Save Changes to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 83

84 WorldCat Registry Virtual Reference Use this screen to list any virtual reference service (such as Ask a Librarian ) offered by the institution. Note: At present, your profile can list only one service. For more information, please see: To add a virtual reference service: Step Action 1 Select a Vendor from the drop-down list. 2 Provide a URL. When you are finished, click Save to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 84

85 WorldCat Registry Currency and Locale Use this screen to enter the currency, tax rate, and information about the location of your institution. Currency Tax Rate Local Country Locale Language Locale Variant Preferred currency of your location. Provide the tax rate used by your institution. The country where your institution is located. Preferred language of your location. Preferred vendor or browser. For example, WIN for Windows, MAC for Macintosh, and POSIX for POSIX. When you are finished, click Save Changes to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 85

86 WorldCat Registry Authorized Users Use this screen to authorize users to manage this profile. User accounts from certain OCLC services are accepted. Note: Removing the user's authorization does not delete the user's account; it only dissociates it from the institution profile. To add a user: 1 Click Add a User. The Add New User screen appears. 2 Add a username from an existing account. Note: If the username is invalid, an error message appears. 3 Click Add. The Username, Address and Name are added to the list. To delete a user: 1 Click the check box next to the Username. 2 Click Remove Selected Users. The username is removed. When you are finished, click Save to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 86

87 WorldCat Registry Share Profile Once you have created a profile, the WorldCat Registry interface provides a special Web hyperlink you can send to vendors, consortia, funding bodies, internal staff any person or organization you believe could benefit from having access to your information. The link is "obfuscated": it displays random characters hiding encoded information, similar to the authenticating links in subscription e- mail newsletters. Anyone you send this link has instant access to a special read-only version of your Registry profile, letting them proactively acquire the most up-to-date information about your institution without calling you or requesting action on your part. The obfuscated link to your institutional profile can be copied, or you can compose an directly within the page. Institution Profile Link Provides a read-only URL for the profile. a link to this profile To share a profile via 1 Complete the fields on the screen. 2 Click Send. The is sent and a confirmation message appears. OCLC Service Configuration Guide page 87

88 Download Profile as XML WorldCat Registry Use this functionality to review your Registry information in full, in XML format. You can also import your profile into Microsoft Excel. Save your profile onto your computer from a Web browser window, then use the Open command in Excel and locate the file. Excel automatically parses the XML data into spreadsheet columns. Storing the file locally or on a network location as an Excel file may be preferred in some institutions' workflows. A local copy guards against the misplacing of data when key personnel leave and newly hired staff can't find a paper trail. You may also wish to send the Excel file out for review among staff at chosen time intervals to ensure profile data is accurate. For developer information, please see: OCLC Service Configuration Guide page 88

89 WorldCat Registry Profile History This screen lists a record of changes made to your WorldCat Registry profile, including the date/time, user name and changes that were made. OCLC Service Configuration Guide page 89

90 IP Addresses Manage IP Addresses Use this screen to manage IP address ranges and attributes for OCLC products and services. The institutions for which you are authorized are listed in the drop down box. When you select your institution, the IP Address Ranges and IP Address Range Attributes fields are populated. If you are authorized for multiple institutions, you must select the institution for which you want to edit IP addresses. IP Address Ranges To add an IP address: 1 Click Add. A pop-up window appears. 2 Type an IP address range. 3 Click OK. Note: The IP address is not added until you add attributes and Save. To add IP addresses in bulk: The IP address range appears in the list. 1 Click Bulk Entry. The Bulk Entry button changes to Selection List. 2 Click Selection List. The list of IP Address Ranges is highlighted. 3 Cut and paste a list of IP address ranges from Microsoft Word or Excel. 4 Click Done. To remove an IP address: 1 Click the IP Address Range you wish to remove. The address is highlighted. 2 Click Remove. The address is removed. IP Address Range Attributes To add or change IP address range attributes: 1 Click the IP Address Range for which you wish to add or change attributes. Note: To select multiple IP ranges, click the first address you wish to change, then hold down the Shift key and click the last address you wish to change. Or use the Ctrl key to select multiple, individual IP addresses. 2 In the IP Address Range Attributes box, click the plus symbol (+). The address is highlighted. The fields expand. OCLC Service Configuration Guide page 90

91 IP Addresses 3 Choose the type of attribute from the drop-down list. 4 Type a value in the field provided, or choose a Product from the drop-down list. 5 To remove an attribute, click the minus symbol (-) next to the IP Address Range Attribute you want to remove. The attribute is removed. 6 Click Save to save or Cancel to start over. A confirmation message appears. IP Address Range Attributes fields Note: Required fields are marked with an asterisk (*). Autho Secondary Autho Registry ID Institution Symbol Product The primary authorization number associated with the organization which has financial responsibility for paying the contracts represented by the services associated with the IP address. The authorization number associated with the organization who is associated with the primary authorization for the IP address. The Registry ID of the institution which may use the IP addresses of the Owning Registry ID. Note on Owning Institution ID: This is the Institution ID of the selected institution and cannot be edited. Owning Registry ID in Attributes section: The Owning Registry ID may be listed as an attribute in the list as well as the Owning Registry ID. The institution symbol associated with the IP address. The product or service associated with the IP address. OCLC Service Configuration Guide page 91

92 WorldCat knowledge base For WorldCat knowledge base instructions, please see the OCLC Service Configuration Guide for WorldCat knowledge base. OCLC Service Configuration Guide page 92

93 Interlibrary Loan Options WorldShare Interlibrary Loan Use this screen to set options for WorldShare Interlibrary Loan. Note: Some portions of this screen are still under development. Interlibrary Loan Options: Persistence This option allows you to choose whether you want constant data records to be automatically applied to each request in WorldShare Interlibrary Loan. On Off A default constant data record will automatically be applied to each request. Note: If a different constant data record is selected, that record will be applied to future requests. Users must manually select a constant data record for each resource sharing request. To select Persistence: 1 Click the On check box to turn Persistence on or off. 2 Click Save to save or Cancel to start over. A confirmation message appears. Knowledge Base This option allows you to choose whether you want to activate a link from WorldShare Interlibrary Loan to your library s WorldCat knowledge base for enhanced interlibrary loan of articles. Turn on the Knowledge Base option only if your library has already added metadata about its electronic collections to the WorldCat knowledge base, and is ready to use enhanced resource sharing of articles or Direct Request for e-books. When you turn on this option, you activate the resource sharing link to your metadata in the knowledge base. To activate links to WorldCat knowledge base: 1 Click the On check box to turn the links on or off. 2 Click Save to save or Cancel to start over. A confirmation message appears. Primary Symbol This option allows you to change the primary symbol used for WorldShare Interlibrary Loan. Your current symbol is shown. To change your primary symbol: 1 Click Change Primary Symbol. The Select Primary Symbol screen appears. 2 Click to select the symbol you wish to use. 3 Click Save to save or Cancel to start over. A confirmation message appears. OCLC Service Configuration Guide page 93

94 Book Strap Customization Options WorldShare Interlibrary Loan Use this section to customize book straps (for both borrowers and lenders). To customize a book strap: 1 In the Image URL field, provide the URL of the logo you want to use. 2 Click Test URL to test your image. Note: The logo image cannot exceed 60 pixels in height and 250 pixels in width. 3 Choose your preferences under Borrower and Purchasing Options, and add a Note, if desired. The logo appears. 4 Click Preview Book Strap to test your strap. A preview image appears. 5 Choose your preferences under Lender Options, and add a Note, if desired. 6 Click Preview Book Strap to test your strap. A preview image appears. Note: The book strap will print in color if you are using a color printer. When you are finished, click Save to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 94

95 WorldShare Interlibrary Loan Borrower Data Use this screen to configure Borrower constant data. Constant data is stored information that your staff can use to ensure consistency when they initiate or respond to requests. Constant data automatically transfers repetitive data to workforms and requests. Note: A default constant data record is created for any institution that does not have one. To add a constant data record: 1 Click Create New CD record. The screen refreshes with empty fields. 2 Complete the fields on the screen: Type information in the fields provided. Choose an option from each drop-down list. Note: Required fields are marked with an asterisk (*). 3 Click Save as New to save or Cancel to start over. A confirmation message appears. To edit a constant data record: 1 Choose a Constant Data Record from the drop-down list. 2 Edit any desired fields. The screen refreshes to update the fields. 3 Click Save to save or Cancel to start over. The changes are made. To delete a constant data record: 1 Choose a Constant Data Record from the drop-down list. The screen refreshes to update the fields. 2 Click Delete Record. A confirmation message appears. 3 Click OK to delete or Cancel to cancel. The record is deleted, and a confirmation message appears. OCLC Service Configuration Guide page 95

96 Borrowing Library Information fields WorldShare Interlibrary Loan Note: Required fields are marked with an asterisk (*). Constant Data Record Name Description Need Before Request Type Editions Shipping and Contact Info Bill to Ship Via Electronic Delivery The name of this record (20-character limit, with no special characters). A brief description of this record (140-character limit). Date by which you want to receive the item. Note: To assign a period of up to 99 days, type +DD for the system to calculate a date that is 1-99 calendar days from today's date. Loan Only requests for loans will match. Copy Only requests for nonreturnable copies will match. Preferred edition. Complete mailing address and contact information. Billing address. Click Same as Shipping Info. to use the same information from the Shipping and Contact Info fields. Otherwise, provide new information. Preferred method of shipment. Choose your preferred method of electronic delivery: Field Ariel (FTP) Article Exchange Electronic ILLiad Odyssey Definition FTP delivery via Ariel. Delivery via OCLC Article Exchange. Delivery via . Delivery via ILLiad Odyssey software. ILL Fee Management (IFM) Maximum Cost Copyright Compliance Note: Electronic Delivery is defined in the OCLC Policies Directory. Log in to the Policies Directory to make changes. Click the check box to turn IFM on or off. For more information on IFM, see Simplify your billing with Fee Management. Maximum amount (in US dollars) that you will pay for the item. Type the amount you will pay, and click the IFM check box to apply IFM. Note: This reflects the total cost, not the cost per page. If you will not pay, leave the check box empty and type 0.00 in the box. Note: If you do not provide a value, you are responsible for whatever the Lender charges. If both the IFM and Maximum Cost boxes are empty, the Lender is able to specify a Maximum Cost amount when the request is returned to you. You automatically agree to pay the specified amount when you update the request. Indicates your compliance for photocopy requests. There are 2 valid codes: CCG Conforms to CONTU Guidelines CCL Conforms to U.S. Copyright law OCLC Service Configuration Guide page 96

97 WorldShare Interlibrary Loan Affiliations Billing Notes Borrowing Notes Symbols, names, or acronyms of your reciprocal or local groups. Example: LVIS Additional billing information, if necessary. Type here any additional information needed to clarify the request. Patron fields Patron Name Patron ID Patron Department Status Address Notes The patron's name. For best results, use the format: last name, first name, middle name or initial. If necessary, add descriptive text to differentiate patrons with similar names. Do not enter patron identification numbers in this field. Use ID instead. Examples: Butterworth, Ada Esther Smith, Bob, CompSci Dept. A number used for patron identification. Examples: ALl/6496KRTXX/0001 OH The patron's department. Be consistent in the use of department names. Example: Department of Chemistry ChemDept Chemistry The patron's status. Examples: Faculty Executive Undergraduate The patron s address. The patron s address. Any relevant information about the patron. Examples: Maximum Cost $5.00 Can pickup from East Branch on Tuesdays When you are finished, click Save to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 97

98 WorldShare Interlibrary Loan Lender Data Use this screen to configure Lender constant data. See the instructions for adding, editing, deleting and printing constant data records under Borrower Data. Note: A default constant data record is created for any institution that does not have one. Lending Library Information fields Note: Required fields are marked with an asterisk (*). Constant Data Record Name Description Due Date Shipped Date Add ILL Management Fee (IFM) Lending Charges Ship Insurance Lending Notes Lending Restrictions Return To Return Via The name of this record (20-character limit, with no special characters). A brief description of this record. The date on which the Borrower should return the item, not the date on which the item should arrive at your library. When editing a request, type the specific date or specify a time span of 1-99 days from today's date using the format +DD. For copy requests, type N/A for the Due Date. Example: +28 The date on which the item leaves your library (past or current), using the format -DD. Examples: Click the check box to turn IFM on or off. For more information on IFM, see Simplify your billing with Fee Management. All costs: handling, photocopying, postage, etc., in U.S. dollars. Numeric data only. Type 0.00 if there are no charges. To accept a Borrower's IFM offer, enter a numeric value, and click the IFM check box. Examples: 0 8 The amount of insurance, if applicable. Required only for Conditional responses. Type additional information or a Conditional query. Optional for non-conditional responses. Use for notes about method of payment, invoicing, no-renewal responses, etc. Restrictions that apply to loans. Example: Library use only. Complete return mailing address. If you include a Due Date, you must supply a return address. If you type N/A, you need not complete this field. A preferred method for returning loaned materials. This field provides tracing information if the item is lost in transit. When you are finished, click Save to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 98

99 Custom Holdings Groups WorldShare Interlibrary Loan Use this screen to configure custom holdings groups that contain the OCLC symbols of preferred lenders for a particular category of borrowing activities. Hint: To find libraries to add to your custom holdings group, review your borrowing history in OCLC Usage Statistics. Or search the OCLC Policies Directory for close libraries or libraries in your consortium. By default, custom holdings groups are displayed by group name. Use the Display groups by symbol option to search for a single symbol, and retrieve a list of the Custom Holdings Groups that contain that symbol. To search by Custom Holdings Group symbol: 1 Click the Display groups: by symbol link. The Custom Holdings Groups Symbol Search screen appears. 2 Enter a symbol. 3 Click Search. A list of all of your custom holdings groups appears, along with an indication of whether or not that symbol is contained in each group. Note: If the symbol does not exist in any groups, the groups are all displayed with a No indication. 4 Click Yes to add a symbol to the group, or No to remove a symbol from the group. 5 Click Save to save or Cancel to start over. A confirmation message appears. To create a custom holdings group: 1 Click Create New Custom Holdings Group. The screen refreshes with empty fields. 2 Type the Custom Holdings Groups Name (20- character limit), and optionally, a Description. 3 Click Add/Edit symbol(s). A pop-up window appears. 4 Add symbols in the box provided. Note: Separate multiple symbols with a space. If you need to look up OCLC symbols, click the link to access the OCLC Policies Directory. 5 Click Update Symbols to save or Cancel to start over. The symbols are added. 6 Click Save as New to save or Cancel to start over. A confirmation message appears. OCLC Service Configuration Guide page 99

100 WorldShare Interlibrary Loan To add an institution to a custom holdings group: 1 Choose a Custom Holdings Group from the drop-down list. The screen refreshes to update the fields. 2 Click Add/Edit symbol(s). A pop-up window appears. 3 Add symbols in the box provided. Note: Separate multiple symbols with a space. If you need to look up OCLC symbols, click the link to access the OCLC Policies Directory. 4 Click Update Symbols to save or Cancel to start over. The symbol is added. 5 Click Save to save or Cancel to start over. A confirmation message appears. To delete an institution from a custom holdings group: 1 Choose a Custom Holdings Group from the drop-down list. 2 Click the check box next to the symbol to be deleted. 3 Click the delete symbol symbols., or click Clear selected The screen refreshes to update the fields. The symbol is deleted. 4 Click Save to save or Cancel to start over. A confirmation message appears. To delete a custom holdings group: 1 Choose a Custom Holdings Group from the drop-down list. The screen refreshes to update the fields. 2 Click Delete Custom Holdings Record. A confirmation message appears. 3 Click OK to delete or Cancel to cancel. The record is deleted, and a confirmation message appears. Custom Holdings Groups fields Note: Required fields are marked with an asterisk (*). Custom Holdings Groups Name Description OCLC Symbol(s) The name of the custom holdings group (20-character limit, with no special characters). A brief description of the group. Example: Institutions that charge for book loans. The OCLC symbols for institutions that are part of the custom holdings group. Examples: AAU ABI ACN OCLC Service Configuration Guide page 100

101 Custom Holdings Paths WorldShare Interlibrary Loan Use this screen to configure custom holdings paths that contain the names of holdings groups appropriate to a set of requests. Within the holdings path record are listed holdings group records in order of borrowing preference. To add a custom holdings path: 1 Click Create New Custom Holdings Path. The screen refreshes with empty fields. 2 Type the Custom Holdings Path Name (20-character limit), and optionally, a Description. 3 Drag and drop the group(s) you want to include from the Choose from available groups list to the Groups chosen for this path list. The changes are made. 4 Click Save as New to save or Cancel to start over. A confirmation message appears. To edit a custom holdings path: 1 Choose a Custom Holdings Path from the drop-down list. 2 Drag and drop groups between the Choose from available groups and Groups chosen for this path lists. The screen refreshes to update the fields. The changes are made. 3 Click Save to save or Cancel to start over. The changes are made. To delete a custom holdings path: 1 Choose a Custom Holdings Path from the drop-down list. The screen refreshes to update the fields. 2 Click Delete Holdings Path. A confirmation message appears. 3 Click OK to delete or Cancel to cancel. The record is deleted, and a confirmation message appears. OCLC Service Configuration Guide page 101

102 Custom Holdings Paths fields WorldShare Interlibrary Loan Note: Required fields are marked with an asterisk (*). Custom Holdings Path Name Description Choose from available groups Groups chosen for this path The name of the custom holdings path (20-character limit, with no special characters). Example: DOTLIBS A brief description of the path. Example: Dept of Transportation libraries and other partners. The names of custom holdings groups that can be included in the group holdings path. The names of custom holdings groups that are currently included in the group holdings path or that will be included when changes are saved. OCLC Service Configuration Guide page 102

103 Direct Request Profiles WorldShare Interlibrary Loan Use this screen to configure direct request profiles to automate your request process. Direct Request automatically sends patron-generated requests created in your system to for fulfillment. To add a direct request profile: 1 Click Create New Direct Request Profile. The screen refreshes with empty fields. 2 Complete the fields on the screen: Type information in the fields provided. Choose an option from each drop-down list. Note: Required fields are marked with an asterisk (*). 3 Click Save as New to save or Cancel to start over. A confirmation message appears. To edit a direct request profile: 1 Choose a Profile Name from the drop-down list. The screen refreshes to update the fields. 2 Edit any desired fields. 3 Click Save to save or Cancel to start over. The changes are made. To delete a direct request profile: 1 Choose a Profile Name from the drop-down list. The screen refreshes to update the fields. 2 Click Delete. A confirmation message appears. 3 Click OK to delete or Cancel to cancel. The profile is deleted, and a confirmation message appears. OCLC Service Configuration Guide page 103

104 Direct Request Profiles fields WorldShare Interlibrary Loan Note: Required fields are marked with an asterisk (*). Profile Information Profile Name Description The name of this profile (20-character limit, with no special characters) that clearly indicates the scope of the group of requests to which the profile pertains. The name must be unique. Note: In reports generated by Direct Request, the profile is identified only by name. Profile names are not case sensitive, so, for example, TEST is the same as test. Examples: EARTICLTEST MAXCOPY A description of the group of requests to which the profile pertains, up to 140 alpha-numeric characters long. Leave blank if no description is necessary. Examples: Loans for faculty Copy requests costing less than $5.00 Request Sources Indicates if the source of a request is relevant to the profile, and if so, the source name or names. If you want the profile to apply to requests from particular sources, type the names of up to six sources in the boxes provided. Source names can be up to eight alpha-numeric characters. The values must be valid values in your ILL requests. Source names are not case sensitive, so FSILL is the same as fsill. Spelling is important, however, so FSlink is not acceptable as the valid value FSILL. Leave blank if the source of a request is not relevant to the profile. Examples: FSILL FSlink Request Type Loan (default value) Only requests for loans will match the profile. Copy Only requests for nonreturnable copies will match the profile. Patron Statuses Patron status or statuses, if any, to which the profile applies, up to 65 alpha-numeric characters long. Patron status is not case sensitive, so Grad is the same as grad. Spelling is important, however, so Grad is not the same as Graduate. Spaces and commas are not valid; they are used as delimiters between multiple patron statuses. If the profile applies to more than one status, type each status separated by at least one blank space or comma. Leave blank if the status of patrons does not apply to the group of requests you are profiling. Examples: Grad UnderGrad Faculty OCLC Service Configuration Guide page 104

105 WorldShare Interlibrary Loan Patron Departments Patron department or departments, if any, to which the profile applies, up to 65 alpha-numeric characters long. Patron department is not case sensitive, so CompSci is the same as compsci. Spelling is important, however, so CompSci is not the same as CSCI. Spaces and commas are not valid characters; they are used as delimiters. If the profile applies to more than one department, type each department separated by at least one blank space or comma. Leave blank if department does not apply to the group of requests you are profiling. Examples: CompSci Chemistry Biology Patron Will Pay Up To The amount (in US dollars), if any, the patron will pay for the requested material. For a request to match a profile, the amount specified in the request must be equal to or greater than the amount specified in the profile. For example, if the request specifies 7 ($7.00), and the profile specifies 5 ($5.00), the request matches the profile --- a patron willing to pay $7 is also willing to pay $5. On the other hand, if the profile specifies 10, then the profile does not match, because a patron willing to pay $7 is not willing to pay $10. Type a number. Do not type the dollar ($) symbol. A value of 0 means that the patron is not willing to pay anything for the material being requested. Leave blank if the amount the patron will pay does not apply to the group of requests you are profiling. Examples: Need at Earliest/ No Later Than Used to define a date range, if any, within which the patron must receive the material. In a loan request, the patron's date requirement is specified in the field named Need Before. For example, a Need Before value of 4 means that the patron must receive the material within four days of creating the request. To match the profile, the Need Before value in a request must fall within the range you specify in the profile by values you associate with Need At Earliest and No Later Than. For example, if the profile has a Need At Earliest value of 4 and a No Later Than value of 7, an incoming request with a Need Before value of 5 will match the profile. However, if the patron specifies a Need Before value of 3 in the request, the request will not match the profile. Type a whole number from Leave both fields blank if date range does not apply to the group of requests you are profiling. Format One or more bibliographic formats that a request must specify if it is to match the profile. Select a format from the list provided. Do not select a format if it does not apply to the group of requests you are profiling. OCLC Service Configuration Guide page 105

106 WorldShare Interlibrary Loan Age of Material/ But No Older Than For Loans: Used to restrict the borrowing of items that are either very new or very old based on their publication date. Note: The number you type in Age of Material must be smaller than the number you type in But No Older Than. For Copies: Age of Material can be used to designate whether the copy request is CCG or CCL. The age is pulled from the Article Date field. Libraries can set a Copyright designation using Direct Request Profiles. A copy-based request that comes through ILL Direct Request with an Article date field of 1994 could be matched to a Direct Request Profile with CCL in the copyright Compliance field. Type a whole number from representing the age of the material in years. Leave blank if the age of the material does not apply to the group of requests you are profiling. Languages One or more languages that a request must specify if it is to match the profile. Route to Review File Options If Potential Duplicate Requests If Held By Your Institution If Held By Custom Holdings Group Yes: Potential duplicate requests will be sent to your Review File. No: A request can be processed whether or not it is a potential duplicate. Yes: Requests will be sent to your Review File when your institution holds the requested item. No: A request can be processed whether or not your institution holds the requested item. If you want requests matching this profile to be routed to your Review File when one or more members of a particular group holds the requested item, select the name of the Custom Holdings group record that identifies the group. Select one group name from the list provided. The list includes all current Custom Holdings groups for your institution. If group holdings are not relevant to the set of requests you are profiling, do not select a Custom Holdings group. Examples: The group name that represents all library branches on your campus. The group name that represents consortia for which you have special borrowing procedures. Additional Profile Options Constant Data Record The Constant Data record, if any, that applies to the group of requests you are profiling. The list contains all current Constant Data records for your institution. Select a Constant Data record from the list provided. Do not select from the list if no current Constant Data record applies to the group of requests you are profiling. Note: If you want to define a Constant Data record for this group, create the Constant Data record BEFORE creating the profile. OCLC Service Configuration Guide page 106

107 WorldShare Interlibrary Loan Minimum Number in Lender Strings The minimum number of lenders that must be specified in the request in order for the request to match the profile. For example, if the minimum number of lenders specified in the profile is 4, an incoming request with only three lenders does not match. Choose 1, 2, 3, 4, or 5 from the drop-down menu. A lender string must have at least one lender. *Custom Holdings Path Produce the Request Direct Request finds lenders for requests based upon Custom Holdings paths you define. The list contains all current Custom Holdings paths defined for your institution. Select one path from the list provided. Also see Custom Holdings Paths. Yes: You want Direct Request to automatically produce requests that match this profile. No: You want Direct Request to put all matching requests in your Review File so you can review the work done by Direct Request before it is sent to a lender. Prefers E-article processing This option applies to your library only if it has added metadata about its electronic collections to the WorldCat knowledge base and activated a link to the WorldCat knowledge base. Then your library is ready to use Direct Request for articles or Direct Request for e- books. This option has three values: No, E within group, and E across groups. o No: This is the default value. It leaves Direct Request for articles and Direct Request for e-books turned off. Select this value for all of your Direct Request profiles if your library has not added its metadata and activated the link to the WorldCat knowledge base. If your library has activated the link, use No for Direct Request profiles that are not copy profiles for articles or loan profiles for e- books. Use E within group or E across groups for Direct Request profiles that are copy profiles for articles. Use E within group for Direct Request profiles that are loan profiles for e-books so e-book requests will be searched in the knowledge base even though all e-book requests will be placed in your Review file for action and not sent automatically to potential lenders. o E within group: For each Custom Holdings group in your Custom Holdings path for articles, Direct Request selects lenders who have an electronic version of the article and then selects lenders who have a print copy only. Example: In a path containing two groups, Direct Request selects lenders in this order: group 1 lenders who have an electronic version; group 1 lenders who have a print copy only; group 2 lenders who have an electronic version; group 2 lenders who have a print copy only. o E across groups: Across all Custom Holdings groups in your Custom Holdings path for articles, Direct Request selects lenders who have an electronic version of the article and then selects lenders who have a print copy only. Example: In a path containing two groups, Direct Request selects lenders in this order: group 1 lenders who have an electronic version; group 2 lenders who have an electronic version; group 1 lenders who have a print copy only; group 2 lenders who have a print copy only. OCLC Service Configuration Guide page 107

108 Patron Request Form WorldShare Interlibrary Loan Use this screen to customize the request form that displays for your patrons in WorldCat Discovery. Note: You must also configure your Request Sharing button (My WorldCat.org>Place Hold/Request Buttons) and set up your institution s IP addresses (IP Addresses>Manage IP Addresses) to make the patron request form accessible to your patrons. To add a section: 1 Click Add a Section. The screen refreshes with empty fields. 2 Add a name for your section in the Section Header field 3 Choose the fields you wish to include, and provide a Field Label and Field Values for each one (only if you want to include default data or drop down values for the field). 4 Choose any desired Options. 5 To add fields, click Add a field to display on this Section. Or to remove fields, click Remove. To delete a section: The field is added or removed. 1 Click Remove a Section from the drop-down list. The section is deleted. To move a section: 1 Click the up and down arrows at the top right of the section to change its position on the form To revert to the standard request form: The section is moved. 1 Click Reset to Default form at the bottom left Customized form is deleted and the Standard request form appears. Patron Request Form fields Section Header Address 1 Address 2 City Country The name of the section of the form. Patron s address Other address information, such as P.O. Box, Suite, etc. City of patron s location. Select the country from the drop-down list. OCLC Service Configuration Guide page 108

109 WorldShare Interlibrary Loan Department Edition Fax First Name Last Name Need By Date Note to Patron Notes Patron Id Patron Max Cost Phone Pickup Location Postal Code Service Type State/Province Status Click the drop-down arrow to edit this field. The patron's department. Be consistent in the use of department names Example: Department of Chemistry ChemDept Chemistry Select from the drop-down list (Any, Recent, This). Patron s address. Patron s fax number. Patron s first name. Patron s last name. The date before which the item is needed (in yyyymmdd format). Provide any notes to display to the patron. Any relevant information about the patron or their request. Examples: Maximum Cost $5.00 Can pickup from East Branch on Tuesdays A number used for patron identification. Examples: ALl/6496KRTXX/0001 OH Maximum amount (in US dollars) that the patron will pay for the item. Patron s phone number. Click the drop-down arrow to edit this field and include the pick up locations that are relevant for your institution. Postal or zip code of patron s location. Select from the two options in the drop-down list (Book/Media Loan and Article copy). This field must be included on all request forms. Select your state or province from the drop-down list to make it the default setting. Drop-down values are available for the United States, Canada and Australia. The patron's status. Click the drop-down arrow to edit this field and include the patron statuses that are relevant for your institution. When you are finished, click Save to save and continue, or Cancel to start over. OCLC Service Configuration Guide page 109

110 WorldShare Interlibrary Loan Message Board The Message Board in Service Configuration enables OCLC to write and immediately broadcast the same message in English to all WorldCat Ill users. (A future enhancement will accommodate messages in other languages.) Any text posted to the Message Board will be seen by all users. To change or update the message board: 1 Review the current text to ensure that the message has not already been updated or changed. You see the current message. 2 Click in the area with the blue background to change the message header. You should modify only the date in most circumstances. The text is displayed as it will be displayed to WorldShare ILL users. Make your edits to the text o o o o o Use the editing tool to: Put selected text in BOLD or italics Insert a special character Change date (use yyyy-mm-dd format) Undo or restore changes 3 Click in the area with the white background to change the body of the message board. The built-in editing tool allows you to add bullets, change font styles, etc. without having to enter <HTML> codes by hand. The text is displayed as it will be displayed to all WS ILL users. Use the editing tool to: o o o o o o o o Put selected text in BOLD or italics Change text alignment (left, center, right) Insert bullets or numbering Decrease/increase indent Insert a table Insert/edit a link Insert a special character Insert/change date (use yyyy-mm-dd format) 4 Click Save to save or Cancel to start over. Save installs the new text in WS ILL. Cancel discards changes and reverts text to its previous version. OCLC Service Configuration Guide page 110

111 Request a Web Service Key Web Service Keys Use this screen to request keys for an OCLC Web service. Information on web service keys is available at: Select environment Choose whether you are using a production or trial environment: Select production environment if you need a key for a production web service for which you have a subscription. Trial environment keys can be used for the sandbox/test environment, but will not work for production web services. Select Your Type of Application Choose how the key will be used. Choose services 1 Select a service for which you need a key. You may choose more than one service for a single key. 2 Click Send Request. The Generate new API keys screen appears. 3 Complete the fields on the screen: Type information in the fields provided. Choose an option from the Country drop-down list. Note: Required fields are marked with an asterisk (*). 4 If applicable, click the check box for Commercial Usage. 5 Click the link to read the terms and conditions. 6 Click the check box to agree to the terms and conditions. 7 Click Generate key request. A confirmation screen appears. An OCLC representative will contact you once your key has been generated. OCLC Service Configuration Guide page 111

112 Manage Your Web Service Keys Web Service Keys All approved keys associated with your account are listed on this screen. Keys Your current keys are listed. For support, contact OCLC Service Configuration Guide page 112

113 Web Service Keys Manage your Web Service Key Requests All approved key requests associated with your account are listed on this screen. Keys Your current key requests are listed. Click the link to expand the key to view details. For support, contact OCLC Service Configuration Guide page 113

114 Institution Borrower Categories WMS Institution Use this screen to edit patron types. Patron types on this screen used on the Patron Type Policy screen in the WMS Circulation module. To add a new Patron Type: 1 Click Add Row, or click Add 10 rows to add multiple items. 2 Type a Patron Type and Description in the fields provided. The row is added. 3 When you are finished, click Save. A confirmation message appears. To delete a Patron Type: 1 Click Delete next to the Patron Type you wish to delete. A confirmation message appears. Note: The Import from Circ functionality imports patron types that have already been set in the Patron Type Policy screen in the WMS Circulation module. OCLC staff will complete this action on your behalf. OCLC Service Configuration Guide page 114

115 Article Exchange Custom Article Exchange - Custom Configuration Use this screen to customize your settings for OCLC Article Exchange. Institution Details See the information below to change any fields in your institution s configuration of Article Exchange. Note: See the images below for samples of placement of each field. Or click the blue information logo in the interface for further information and examples of screen placement. Institution Logo URL Site Description Text Background Color Please provide a URL to an image of your institution s logo. Note: The URL must begin with "http://" and be no longer than 80 characters. The logo image also cannot exceed 80 pixels in height and 275 pixels in width. Type text that will appear as description text for your institution s custom Article Exchange site (80-character limit). Choose a color for the shaded background on your page. Note: Type the hex value in the field provided (a hex color value is a sixdigit code that browsers can interpret and render into a desired color), or use the color picker to find a hex value. OCLC Service Configuration Guide page 115

116 Article Exchange Custom Field Text Color Button Color Upload Button Text Choose a color for the field text. See Note above. Choose a color for buttons in Article Exchange. This color is persistent for ALL buttons in the interface. See Note above. Type text that you wish to appear as the label for the Drop file button (80-character limit). Upload Button text Color Download Button Color Download Button Text Choose a color for the text on the Drop file button. See Note and image above. Choose a color for the patron download (Get my file) button. See Note above. Type text that you wish to appear as the label for the patron download button (80-character limit). Download Button text Color Instruction Title Patron Instructions Patron Template Choose a color for the text on the download button. See Note above. Type text that will appear as the title of the instructions for your staff (80-character limit). Type text that will appear as instructions to the patron, after they click the article link in their By default, the to your patron states the information below. The article link and password fields are constant, but you may choose to customize the text, if desired. OCLC Service Configuration Guide page 116

117 Article Exchange Custom Staff Instructions Type instructions you wish to display to your staff. Note: Instructions must be added a line at a time. To prevent loss of data, it is recommended that you type your instructions using NotePad, then copy and paste them into the fields on the screen. To add instructions for your staff: To add an instruction, click Add another instruction. To delete a line, click the delete symbol. Staff Links Type the URL and accompanying text for any links you wish to display to your staff. To add links: To add a link, click Add another link. To delete a link, click the delete symbol. Patron Links Type the URL and accompanying text for any links you wish to display to your patrons. To add links: To add a link, click Add another link. To delete a link, click the delete symbol. When you are finished, click Save Changes to save and continue, or Cancel to start over. Once saved, your changed page will be active. To link your custom Article Exchange URL to your institution s Web site, use the following URL structure: https://12345.worldcat.org/ill/articleexchange/fileupload Note: Replace the numbers with your registry ID. OCLC Service Configuration Guide page 117

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