OCLC ServiceConfigurationGuide

OCLC Service Configuration Guide
page 1
Table of Contents
Introduction
My WorldCat.org
User Interface Options
Choose your WorldCat Local URL

Customize the banner (optional)
Customize links and buttons (optional)
General display settings
Customize availability column labels (optional)
Customize authentication prompt for restricted content
Customize WMS Sign In Labels
Relevancy and Scoping
OCLC symbols that represent your institution (1st Level of Relevancy)

2nd/3rd Level of Relevancy (optional)
Default Scoping Level
Default sort on search results
Full Text OpenURL Resolvers (outgoing requests)
Full Text OpenURL Resolver (optional)
Full Text OpenURL Resolvers (incoming requests)
Link Resolution Page for Incoming Requests
Place Hold/Request Buttons (WorldCat Local only)
Place Hold/Request button (Level 1)

Place Hold/Request button (Level 2, and Level 3 if applicable)
Resource Sharing (Any Level)
For items owned by
OPAC Statuses, Locations and Circulation Policies (WorldCat Local only)
Local links to online content

Item Availability from the OPAC
OPAC Status grid
Holding Codes Translation Table (WorldCat Local only)
Holding Codes Translation Table
Local and Enhanced Content
Syndetic Solutions Enrichment Content (if applicable)

Local Data Visibility (if applicable)
Full Text and Open Access Links
Configure the display of full text links in WorldCat Local
ILS Support and Maintenance
User Support
System Support and Maintenance (if available)
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Metasearch Content
Licensed Content and Databases
Select Databases that a user can search in your WorldCat.org

Organize your databases (optional)
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Table of Contents (continued)
Global Policies
Global Policies
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Copy Policy
Loan Policy
Mobile Client
Contact Information
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Contact Information
Library URLs
EasyBib
Export EasyBib Data
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Other Citation Exports

WMS Circulation
Patron Type Policy
Notification Policy
Long Overdue Policy
Group Payment Policy
Location Policy
Loan Limit Policy
Loan Limit Matrix
Loan Policy
Loan Policy Map
Bill Reason
Payment Method
Bill Structure
Hold Limit Policy
Hold Limit Matrix
Hold Policy
Hold Policy Map
SIP2 Configuration
SIP2 Address
Admin/General
Scheduling Policies
Scheduling Policy Map
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WorldCat Registry
Search
Basic Search
Advanced Search
Advanced Search fields
Search by Identifiers
Create a New Institution
Create a New Institution fields
Profile Summary
Name and Location
Institution Name
Addresses
Email Addresses
Phone/Web
Name and Location fields
Map
Open Hours
Time Zone
Normal Hours
Special Hours
Hours URL Page
Open Hours fields
Branches and Affiliates
Add New Branches/Affiliates
Contacts
Contact List
Contact fields
Identifiers
Identifiers
Identifier Types
Online Catalog
Online Catalog Availability

Suggest Links
Online Catalog
Online Catalog fields
OpenURL Resolvers
OpenURL Resolver fields
Virtual Reference
Currency and Locale
Authorized Users
Share Profile
Institution Profile Link

E-mail a link to this profile
Download Profile as XML

Profile History
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IP Addresses
Manage IP Addresses
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IP Address Ranges
IP Address Range Attributes
IP Address Range Attributes fields
WorldCat knowledge base

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WorldShare Interlibrary Loan

Interlibrary Loan Options
Interlibrary Loan Options: Persistence

Knowledge Base
Primary Symbol
Borrower Data
Borrowing fields
Patron fields
Lender Data
Lending Library Information fields
Custom Holdings Groups
Custom Holdings Groups fields
Custom Holdings Paths
Custom Holdings Paths fields
Direct Request Profiles
Direct Request Profiles fields
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Web Service Keys

Request a Web Service Key
Select environment
Choose services
Manage Your Web Service Keys

Manage your Web Service Key Requests
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WMS Institution
Institution Borrower Categories
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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 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 e-mail 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.
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 e-mail notifications for your site.
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WorldCat Registry
Configure and maintain a profile that defines your institutional identity, to enable all web users
access to your institutions 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 institutions staff contacts.
View an institutions profile summary and profile history.
Share or download an institutions profile.
IP Addresses
Manage your IP addresses for OCLC products and services.
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+
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Signing In
To review current settings and make modifications to address your librarys 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.
Step
Action
Result
Click the Sign In to Service Configuration option, as

shown in the image above.
The Login page appears.
Type your User Name and Password.

Note: Passwords are case-sensitive.
Click Sign In.
If you need to be authorized for an institution, click the

link and follow the instructions to add an institution to
configure.
Select an institution from the drop-down list.
Click Go.
The Welcome screen appears.
The Welcome screen confirms

that you have successfully
selected your institution.
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If you are authorized for multiple institutions

Step
Action
Result
Click the arrow next to the Institution drop-down list.
A list of all of your institutions

appears.
Click the institution name.
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:
Step
Action
Result
Click the Create an account button on the Sign In

screen.
The Create an account screen

appears.
Choose a WorldCat User Name, password, and type your

first and last names, and e-mail address.
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

Step
Action
Result
Click the Sign In to WorldShare ILL Configuration

option, as shown in the image above.
Search for your institution by typing an OCLC symbol,

institution name or zip code.
A list of possible matches

appears.
Select your institution and click Continue.
The Sign in screen appears.
Type your User Name and Password.

Note: Passwords are case-sensitive.
Click Sign In.
Click the WorldShare ILL heading to expand your

options.
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Your account
Account settings
After you sign in, you may click Settings to verify your account settings. Your name, e-mail 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.
Step
Action
Result
Click Authorize me for an Institution on the Welcome

or Settings screens.
The Add (more) institutions to

configure screen appears.
Type your librarys 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 orders@oclc.org.
Click Add Institution.
Click Configure Products or Return to SC Home Page

to return to the OCLC Service Configuration modules.
If accepted, a confirmation
message appears. The new
institution will be available for
configuration in a few business
hours.
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My WorldCat.org
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.
Choose your WorldCat.org URL

If the World Cat Local URL and Institution Name are acceptable as is, go on to Customize the
banner (optional).
To change the WorldCat.org URL:
Step
Action
Result
Type the desired URL in the WorldCat URL field.

Note: Changing this URL will impact any OCLC service
you subscribe to on the Worldcat.org platform. Please
consult with any other potentially impacted library staff
before changing this.
Click check availability to see if the URL is already

being used.
A confirmation message
appears to tell you if the name
is available.
WorldCat Local Redirect
Check this box to automatically redirect WorldCat.org users to your

WorldCat Local when they go to a record on www.worldcat.org.
Note: Users must be IP authenticated to your institution.
Institution Name
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.
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 institutions logo. The URL must begin with "http://" and be no longer
than 255 characters. The logo image also cannot exceed 80 pixels in
height and 275 pixels in width.
Click test URL to confirm your choice.
Note: Images larger than this will automatically be resized.
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My WorldCat.org
Alt-text for the logo
Type text that will appear when the cursor hovers over the logo.
Home page URL
Type the URL for the page where the user is sent when they click the logo
image.
Text to appear with

logo
You can also display text with your logo (40-character limit).
Configure the
default search
behavior of the
simple search box
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.
Custom Link(s)
Choose up to seven
custom links to
appear in the
banner
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.
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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 email 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.
Custom link:
A to Z list
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:
http://yourlibrary.worldcat.org/openurlresolver/search
Display text: Enter display text (25 character limit), e.g. A-Z List for
eJournals
Color of links and

text in the banner
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.
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My WorldCat.org
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
Search and
fulfillment buttons
Search box
Hex Value
(example: 999999)
Unvisited Links
The search box is

set automatically
and cannot be
changed.
(example: 333333)
Hover Links
(example: CC0000)
Visited Links
(example: 5A458D)
Example
General display settings

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:
Managercreate/edit/delete courses and titles in courses
Maintaineradd/remove titles to existing courses
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My WorldCat.org
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 orders@oclc.org for assistance. Please
include your institutions 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
orders@oclc.org.
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

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.
Message
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.
Remote login button

text
This button will always take the user to the remote access link defined
in the custom web links. There is a 70-character limit.
Link text to
unauthenticated
searching
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.
Other links
Show other links, such as a link to the Advanced Search screen or

previous screen.
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My WorldCat.org
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
Provide a label for the User Name field on your WMS Sign In screen.
Custom WMS Password

label
Provide a label for the Password field on your WMS Sign In screen.
Forgot Password text
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.
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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

(1st 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
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.
Display name
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.
2nd/3rd Level of Relevancy (optional)

In your WorldCat.org, items held at these levels will sort immediately after the level configured in
the 1st Level of Relevancy (above). This is usually a consortia catalog, or a group that lends items to
your patrons. If a different scope hasnt been selected by a user, WorldCat.org will limit results to
items held by the configured default scoping level.
OCLC Symbols
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.
Display name
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.
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My WorldCat.org
Default Scoping Level
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
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.
Display the top 5

relevancy results in
addition to the Library
and Relevance results
(known item searching)
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 youve 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.
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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)

OCLC has attempted to determine your Full Text OpenURL Resolver and your ILLiad resolver and
incorporate them into your WorldCat.org. However, if either is missing or not working as expected,
please supply the URL to the correct resolver. If you have a full text OpenURL Resolver configured
to display, a button or link to the resolver will display to users.
Which Full Text Resolver
should display?
Choose which level of resolver you wish to display from the dropdown list.
Button or Link Label
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.
Configure the Full Text

OpenURL Resolver for
this WorldCat.org
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.
For items held/

not held by
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:

Item Types
Monograph (default type)
Anything that is not in one of the groups below.
Serial
Leader value of serial, not web-based.
Article
Leader value of article.
E-Serial
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.
Mass digitized electronic content
Electronic-only format and is known to be free.
All other electronic content
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.
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Full Text OpenURL Resolvers (incoming requests)
Use this screen to set link resolution for incoming requests.
Note: You must have a WorldCat Local subscription and have your holdings set in the WorldCat
knowledge base in order for this open URL resolver page to display properly.
Link Resolution Page for Incoming Requests:

Base URL
Copy and paste this URL into your databases in order to generate
your library's OpenURLs to find full text links in WorldCat Local.
Automatically take the

user to the best full text
link found and skip the
resolution page
Click On to automatically take the user to the best full text link found,
and skip the resolution page, or click Off to take the user to the
resolution page.
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My WorldCat.org
Place Hold/Request Buttons
(WorldCat Local only)
Use this screen to customize your Place Hold and Request buttons.
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
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 groups collection? For best display, keep this label under 25
characters. Click the check box to open the link in a new window
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. If you do not have resource sharing
configuration via OpenURL, WorldCat Local will display resource sharing options to your patrons
when a user is IP authenticated to WorldCat Resource Sharing (WCRS).
The resource sharing options configured at this level (regardless of who holds the item) will always
be used. Currently, ILLiad is the only resource sharing option that can be configured as an OpenURL
Resolver. If you do not have ILLiad, WorldCat Local will use WorldCat Resource Sharing to let
patrons initiate interlibrary loan requests, as configured by WCRS.
Note: You may check the WorldCat Services Administrative Module for WCRS configuration by
clicking the more about resource sharing link.
Resource Sharing Button Label
What terminology do you prefer for patron-initiated requests

for resource sharing? 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.
Type of button configuration
Choose the type of button for your OpenURL Resolver.
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Choose an OpenURL Resolver
from the OpenURL Resolvers
you have already registered
with OCLC
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.
Configure an additional button

(optional)
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 +1-614-764-6000, ext. 3510 or 1-800-848-5800 (USA)
Fax +1-614-764-2694
E-mail support@oclc.org
page 22
My WorldCat.org
OPAC Statuses, Locations and Circulation Policies
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
Your ILS Vendor is listed.
Select your ILS

Product/Version
Your ILS Product/Version is listed.
How should WorldCat

Local get item
information?
Shows your selection whether you want OCLC to scrape the

information from the OPAC, or use Z39.50.
Enter the URL used to

search for items in the
catalog by OCLC#
Enter the URL for your catalog.

For example: http://olc1.ohiolink.edu/search/o77496353
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.
Display Item Availability

on search results
Choose whether or not you want to display availability on the Search

Results screen in WorldCat Local.
Would you like to treat

some item types as a
different kind of item?
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.
page 23
My WorldCat.org
OPAC Status grid
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 items 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.
For further instructions, please see our webinar.
Status
Definition
OPAC Status
Message
Item status message that WorldCat Local retrieves from your OPAC (e.g.,
In Process, On Shelf, etc.).
Location
Item shelving location that WorldCat Local retrieves from your OPAC (e.g.,
Main Stacks, Reserves, etc.).
OCLC Standard
Status Message
Maps your status string from the OPAC to a standard status (optional).
Status Treatment
Choose whether OPAC Status is available or unavailable. This also

controls the availability messaging for items with this OPAC status.
Local Online Links
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.
Fulfillment for
(Level 1)
For items held by Level 1, check when you want to display the Request
Item button.
Fulfillment for
(Level 2)
For items held by Levels 1 AND 2, check when you want to display the
Request Item button.
Fulfillment for
(Level 3)
For items held by Levels 1 AND 3, check when you want to display the
Request Item button.
Fulfillment for
(Level 4)
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 institutions configuration, all columns may not be displayed.
FullText OpenURL
To configure column options:

Step
Action
Result
Click column options.
A pop-up window appears.
Choose which column options you would like to see by

clicking the Show and Hide buttons.
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.
page 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:
http://www.oclc.org/batchload/holdings/localdatarecords.en.html.
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My WorldCat.org
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:
http://www.oclc.org/batchload/holdings/localdatarecords.en.html.

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 e-mail to
profiling@oclc.org. Include the following:
Contact name
E-mail address
Phone number
Librarys 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.
page 26
My WorldCat.org
Local and Enhanced Content
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.
Note: Please see Syndetic Solutions content in WorldCat Local for complete details.
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
WorldCatLocalIM@oclc.org if you wish to enable this feature.
For further information on Local bibliographic data, see the Batchload Solutions for Bibliographic
Records Quick Reference.
page 27
My WorldCat.org
Full Text and Open Access Links
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)
page 28
My WorldCat.org
ILS Support and Maintenance
Use this screen to supply a feedback e-mail 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 email: Provide an email address for feedback to your institution.
System Support and Maintenance (if available)

Select your time
zone
Choose a time zone from the drop-down list.
Regular support
hours
Click Add another regular support hours timeframe to add your

hours.
After-hours support
Click Add another after-hours support timeframe to add your hours.
Do you have a
standard, scheduled
downtime for your
system?
Click Add another scheduled downtime timeframe to add your hours.
Do you have a
service unavailable
page during
downtime?
Supply the URL for your service unavailable Web page, if applicable.
For example, http://www.lib.edu/nopagefound.html.
Do you have a
webpage for status
updates during
downtime?
Supply the URL for your status updates Web page, if applicable.
For example, http://www.lib.edu/nopagefound.html.
Search URL that

OCLC may use to
test to the OPAC
Supply the URL that OCLC may use to test your OPAC. Must include a
valid OCLC search (for example, http://www.lib.edu/search/o70176934).
Additional notes
Any additional information you wish to supply.
page 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:
Step
1
2
Action
Click add/remove databases to see a list of available
databases.
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.
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.
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.
Click Done.
Click Continue to, or click Cancel to start over.
Result
The Select database to search
window displays.
The database name appears in
the right column under
Selected Databases.
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.
You are returned to the
Licensed Content and
Databases screen.
page 30
Metasearch Content
Organize your databases (optional)
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:
Step
Action
Result
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.
Type a Group Name in the space provided.
appears to tell you if the name
is available.
Click the check box next to each database to be included.
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:
Step
Action
Result
Click edit group.
The Group Name and

Databases in this group fields
become editable.
Change the Group Name, if desired.
Click the check box next to each database to be included

or excluded.
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.
page 31
Global Policies
Global Policies
Use this screen to set your resource sharing policies. Select the options to indicate information
about your resource sharing policies and charges.
Note: These general policies may not apply for all inter-lending and are subject to change.
Copy Policy
Click the check box for each policy that applies. You may select only one button for fees.
Note: The default setting is A fee is charged.
Loan Policy
Click the check box for each policy that applies. You may select only one button for fees.
Note: The default setting is A fee is charged.
Lending URL:
Step
Action
Type the URL for your institutions lending policies.
Click test URL to make sure the URL is valid.
If necessary, provide a different URL and re-test the link.
Result
If accepted, a confirmation
message appears.
If not, an error message
appears.
page 32
Mobile Client
Contact Information
Use this screen to set contact information for your WorldCat Mobile users.
Step
Action
Result
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.
If you choose Yes, only the

Librarys Mobile Home Page
field is configurable under
Library URLs.
Click Save Changes to save and continue, or Cancel to

start over.
appears.
Contact Information
Your institutions contact information is listed. Contact information is acquired from the WorldCat
Registry:
Changes to your contact information can be made in the WorldCat Registrys Name and
Location module.
Changes to your days and hours of operation can be made in the WorldCat Registrys Open
Hours module.
page 33
Mobile Client
Library URLs
Use this screen to set URLs and RSS feeds to your librarys catalog for your WorldCat Mobile users.
Note: Required fields are marked with an asterisk (*).
Mobile Client Library URLs

Step
Action
Enter a URL for your institutions mobile home page in

the field provided.
Click Test next to the field to check if it displays

properly.
Select either the option to use the URL configured in the

User Interface Options module, or the Name and
Location module.
Click Save Changes to save and continue, or Cancel to

start over.
Result
The Web page opens in a new

browser window.
appears.
Note: If you chose Yes under Contact Information, only the Librarys Mobile Home Page field
is configurable on this screen.
page 34
EasyBib
Export EasyBib Data
If you have subscribed to the EasyBib service (either the EasyBib Library Edition or the School
Edition), this module will appear. Use this screen to set up export options for EasyBib. The
Cite/Export option appears on an items Detailed Record screen in WorldCat Local.
Click here for more information on the EasyBib citation management service.
Other Citation Exports

If youve subscribed to the EasyBib service and would like to remove other export options, use this
section to disable other citation exports. Then click Save Citation Settings.
Disable citation export to
RefWorks
Click Yes or No to disable citation exports to RefWorks.
Disable citation export to

Endnote
Click Yes or No to disable citation exports to Endnote.
Date of the last export to EasyBib: The date and time of your last export to EasyBib is shown.

User Interface Options are acquired from your settings in other OCLC Service Configuration modules.
After editing or saving any changes in that module, return to this page to set your EasyBib options.
Click the check box next to each option to export it to EasyBib.
Branding Information
Branding information from the User Interface Options

module is shown.
Set your primary and secondary colors for EasyBib.
Custom Web Links
Custom web links from the User Interface Options module

are shown.
Other WorldCat Information
Other Web links from the User Interface Options module

are shown.
Contact information from the WorldCat Registrys Name and
Location module is shown.
Online catalog data from the WorldCat Registrys Online
Catalog module is shown.
Library Information
Online Catalog
Open URL
OpenURL Resolvers from the WorldCat Registrys OpenURL

Resolvers module is shown.
Virtual Reference
Virtual reference data from the WorldCat Registrys Virtual

Reference module is shown.
When you are finished, click Export Data to export your settings, or Cancel to start over.
Note: It will generally take 3-5 days for your service to be live on www.easybib.com.
page 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 Patron Type:
Step
Action
Result
Choose the desired Patron Type from the drop-down list.
Click Go.
The screen refreshes to update

the fields.
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 the actual policy has not yet been created on
the Patron Type Policy screen.
To add a new Patron Type:
Step
Action
Result
Click Add New Patron Type to start with empty fields,

or choose an existing Patron Type and type over the
Patron Type Name field.
The screen refreshes with

empty fields.
The default setting for all fields is No Limit. Click the

check box next to each field to add a limit.
Click Save as New Patron Type.
A pop-up confirmation window

appears.
Click Save, or click Cancel to go back.

Note: An error message appears if the name you have
chosen is already in use.
appears.
To delete a Patron Type:

Step
Action
Result
Choose the Patron Type you want to delete, and click

Delete Patron Type.

appears.
Click Delete, or click Cancel to go back.
appears.
Patron Type Policy settings:

Patron Type Name
Max
Max
Max
Max
Overdue Count
amount of Waived bills
number claimed lost
number claimed returned
Max number claimed never had
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.
page 36
WMS Circulation
Total Loan Value Limit
Outstanding Bill Value Limit
Bill Notification Policy
Total dollar value of all loaned items.

Total dollar value of all outstanding 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.
page 37
WMS Circulation
Notification Policy
Use this screen to set up notifications and when to send them.
To create a new Notification Policy:
Step
Action
Result
Click Create New.
The Create New Policy screen

appears.
Complete the desired fields.
Click Save.
The policy is added to the list.
To delete a Notification Policy:

Step
Action
Result
Click the policy name from the list.
The Edit Policy screen appears.
Click Delete.
A Confirm window appears.
Click OK to delete, or click Cancel to go back.
appears.
To copy a Notification Policy:

Step
Action
Result
Click Copy.
Edit any desired fields.
Click OK to save or Cancel to start over.
Notification Policy settings:

Notification Policy Name
appears.
Name of the policy.
Notification Policy Description
A brief description of the policy.
Notification Policy Type
Choose a type from the drop-down list.
Number of Notifications Allowed
The number of notifications allowed per policy.
Send First Notification
The time (in minutes, hours, days, weeks or months) when

you would like to send the first notification.
Note: Select a timeframe and before or after from the dropdown lists.
Notification Policy Detail fields
Customize the subject line, start and end text, and select a
default notification method for each policy.
Note: Email is the only method currently supported.
page 38
WMS Circulation
Long Overdue Policy
Use this screen to set policies for items that are long overdue.
To select a Long Overdue Policy:
Step
Action
Result
Choose the desired policy from the drop-down list.
Click Go.

the fields.
To add a new Long Overdue Policy:

Step
Action
Result
Click Add new Long Overdue Policy to start with

empty fields, or choose an existing policy and type over
the Long Overdue Policy Name field.

empty fields.

Click Save as New Long Overdue Policy.

appears.

appears.
To delete a Long Overdue Policy:

Step
Action
Result
Choose the policy you want to delete, and click Delete

Long Overdue Policy.

appears.
appears.
Long Overdue Policy settings:

Long Overdue Policy Name
Assess Long Overdue fees
Preferred method of
determining Replacement Cost
Replacement Cost Bill Reason

Processing Charge Bill Structure
Name of this 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
there is no cost 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.
page 39
WMS Circulation
Cancel Processing Charge when
Item is returned
Click this check box to cancel fees if the item is returned.
page 40
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 Group Payment Policy:
Step
Action
Result
Choose the desired policy from the drop-down list.
Click Go.

the fields.
To add a new Group Payment Policy:

Step
Action
Result
Click Add new Group Payment Policy to start with

empty fields, or choose an existing policy and type over
the Group Payment Policy Name field.

empty fields.

Click Save as new Group Payment.

appears.

appears.
To delete a Group Payment Policy:

Step
Action
Result
Choose the policy you want to delete, and click Delete

Group Payment Policy.

appears.
appears.
To add institutions:
Step
Action
Result
Click Add Institutions.
A new row appears in the

institution list.
Click the check boxes to allow the institution to pay

and/or waive bills.
To delete institutions:
Step
Action
Click the delete symbol

delete.
Result
next to the institution to
The institution is removed from

the list.
page 41
WMS Circulation
Group Payment Policy settings:
Group Payment Policy Name
Name of this policy.
All institutions can pay or

waive
Click the check box to allow all institutions in the group to

accept payment or waive bills.
page 42
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 or delete a Location Policy:
Step
Action
Result
Change the fields as desired.
Click Save, or click Cancel to start over.
appears.
appears.
to delete a row.
To add a new Location Policy:

Step
Action
Result
Click Add new Location Policy.
A new row appears at the

bottom of the screen.
Confirm or change the fields as desired.
Click Save, or click Cancel to erase the row.
appears.
Location Policy settings:

Field
Description
Corresponding field in the

Holding Codes Translation
Table
Holding Location
Branch library where item is normally

held.
Holding Code.
Shelving Location
The items shelving location.
Shelving Location.
Material Format
Item type.
Reshelving Period
The amount of time before the item is reshelved.
Availability fields
Available
Check to show if the item is available.
Will Fulfill Hold
Check to show if the item is able to be held.
Can Override Hold
Check to show if a hold on this item can be overridden.
Note: All is the default setting if no other value is chosen. In this case, All means everything not
specified in other fields.
page 43
WMS Circulation
Loan Limit Policy
Use this screen to set loan limits for your patrons.
To select a Loan Limit Policy:
Step
Action
Result
Choose the desired Loan Limit Policy from the drop-down

list.
Click Go.

the fields.
To add a new Loan Limit Policy:

Step
Action
Result
Click Add new Loan Limit Policy to start with empty

fields, or choose an existing Loan Limit Policy and type
over the Loan Limit Policy Name field.

Click Save as new Loan Limit.

appears.

appears.
To delete a Loan Limit Policy:

Step
Action
Result
Choose the Loan Limit Policy you want to delete, and

click Delete Loan Limit Policy.

appears.
appears.
Loan Limit Policy settings:

Loan Limit Policy Name
Name of the policy.
Verified Loan Count
Number of loans placed by a verified patron.
Verified Loan Value Limit
Dollar limit of a loaned items value for a verified patron.
Verified Renew Time Limit
Number of times a loan can be renewed by a verified patron.
Unverified Loan Count Limit
Number of loans placed by an unverified patron.
Unverified Loan Value Limit
Dollar limit of a loaned items value for an unverified patron.
Unverified Renew Time Limit
Number of times a loan can be renewed by an unverified patron.
page 44
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
Description
Patron Type
Holding Location
The patron type, 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.
Loan Limit Policy
Loan limit policy, as set on the Loan Limit Policy screen.
Material Format
Table row options:
To add rows, click the add symbol
To delete rows, click the delete symbol
.
.
page 45
WMS Circulation
Loan Policy
Use this screen to set loan policies for your users.
To select a Loan Policy:
Step
Action
Result
Choose the desired Loan Policy from the drop-down list.
Click Go.

the fields.
To add a new Loan Policy:

Step
Action
Result
Click Add new Loan Policy to start with empty fields, or

choose an existing Loan Policy and type over the Loan
Policy Name field.

empty fields.

Click Save as new Loan Policy.

appears.

appears.
To delete a Loan Policy:

Step
Action
Result
Choose the Loan Policy you want to delete, and click

Delete Loan Policy.

appears.
A confirmation message appears.
Loan Policy settings:

Loan Policy Name
Loan Period
Loan Fixed Due Date(s)
Loan Fixed Bill
Renew Fixed Bill
Overdue Fixed Bill
Overdue Periodic Bill
Recalled Periodic Bill
Recalled Fixed Bill
Name of the policy.

Standard loan period in minutes, hours, days, weeks or months.
Click Add New Term End Date to override the Loan Period with
another due date.
A preset monetary value applied to the patrons account when material
is checked out.
A preset monetary value applied to the patrons account when material
is renewed.
A preset monetary value applied to the patrons account when overdue
material is returned.
A variable monetary value applied to the patrons account when an
item checked out to the patron is overdue.
A variable monetary value applied to the patrons account when an
item checked out to the patron is recalled by the library.
A preset monetary value applied to the patrons account when an item
page 46
WMS Circulation
Circulates
Overrideable
Grace Period
Recall Due Period
Recall Due Grace Period
Overdue Notification
Policy
Recall Notification
Policy
checked out to the patron is recalled by the library.

Choose Yes or No from the drop-down list to show if items with this
Loan Policy circulate.
Choose Yes or No from the drop-down list to show if loans for items
with this Loan Policy can be overridden.
Grace period for items in minutes, hours, days, weeks or months.
Standard due period for recalled items, in minutes, hours, days, weeks
or months.
Grace period for recalled items (minutes, hours, days, weeks, months).
Choose which notification policy applies to this loan policy.
page 47
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
Description
Patron Policy
The patron policy, as set on the Patron Type Policy screen.
Material Format
Click here to see a complete list of format types, including index values
and MARC fields.
Holding Location
Shelving Location
Loan Policy
Loan policy, as set on the Loan Policy screen.
Long Overdue Policy
Long overdue policy, as set on the Long Overdue Policy screen.
Table row options:
To rearrange the order of rows, click the up and down arrow symbols
.
.
page 48
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 Bill Reason:
Step
Action
Result
Choose the desired Bill Reason from the drop-down list.
Click Go.

the fields.
To add a new Bill Reason:

Step
Action
Result
Click Add new Bill Reason to start with empty fields, or

choose an existing Bill Reason and type over the Bill
Reason Name field.

Click Save as new Bill Reason.

appears.

appears.
To delete a Bill Reason:

Step
Action
Result
Choose the Bill Reason you want to delete, and click

Delete Bill Reason.

appears.
appears.
Bill Reason settings:

Bill Reason Name
Name of the bill reason.
Requires Hold
Request
A bill for this item must have a hold request.

Example: A recalled item that is overdue and is now billed.
Requires Item
A bill for this item requires that the item is returned.

Example: An overdue item that has been accruing fines is returned and
billed.
None
A bill that does not require an item or a hold, such as for a courtesy copy
fee.
Bill Reason is
taxable
Choose whether or not this bill reason is taxable by clicking the check box.
page 49
WMS Circulation
Payment Method
Use this screen to select accepted billing payment methods.
To select a Payment Method:
Step
Action
Result
Choose the desired Payment Method from the drop-down

list.
Click Go.

the fields.
To add a new Payment Method:

Step
Action
Result
Click Add new Payment Method to start with empty

fields, or choose an existing Payment Method and type
over the Payment Method Name field.

Click Save as new Payment Method.

appears.

appears.
To delete a Payment Method:

Step
Action
Result
Choose the Payment Method you want to delete, and

click Delete Payment Method.

appears.
appears.
Payment Method settings:

Payment Method Name
Name of payment method, such as Cash, Visa, etc,
page 50
WMS Circulation
Bill Structure
Use this screen to set up billing structures for your users.
To select a Bill Structure:
Step
Action
Result
Choose the desired Bill Structure from the drop-down list.
Click Go.

the fields.
To add a new Bill Structure:

Step
Action
Result
Click Add new Bill Structure to start with empty fields,

or choose an existing Bill Structure and type over the Bill
Structure Name field.

Click Save as new Bill Structure.

appears.

appears.
To delete a Bill Structure:

Step
Action
Result
Choose the Bill Structure you want to delete, and click

Delete Bill Structure.

appears.
appears.
Bill Structure settings:

Bill Structure Name
Bill Reason
Fixed Bill Amount
Fee
Periodic Bill
Amount
Name of the bill structure.

A term or phrase that describes the reason for the monetary charge.
Fixed monetary amount of the billing structure.
Standard billing fee.
Amount for periodic billing. If you choose this option, a table will appear.
1.
Click Add new period to add a new billing
period.
2. Complete the table and fields below.
Note: The default setting for all fields is No Limit. Click the
3. Click Save.
page 51
WMS Circulation
Hold Limit Policy
Use this screen to set hold limits for items.
To select a Hold Limit:
Step
Action
Result
Choose the desired Hold Limit from the drop-down list.
Click Go.

the fields.
To add a new Hold Limit:

Step
Action
Result
Click Add new Hold Limit to start with empty fields, or

choose an existing Hold Limit and type over the Hold
Limit Name field.

empty fields.
The default setting for all fields is No Limit. Click the

Click Save as new Hold Limit.

appears.

appears.
To delete a Hold Limit:

Step
Action
Result
Choose the Hold Limit you want to delete, and click

Delete Hold Limit.

appears.
appears.
Hold Limit Policy settings:

Hold Limit Name
Name of the policy.
Verified Hold Count Limit
Limit of number of holds for a verified patron.
Unverified Hold Count Limit
Limit of number of holds for an unverified patron.
page 52
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
Description
Patron Type
Material Format
Item type.
Hold Limit Policy
Hold Limit policy, as set on the Hold Limit Policy screen.
Table row options:
page 53
WMS Circulation
Hold Policy
Use this screen to set hold policies for items.
To select a Hold Policy:
Step
Action
Result
Choose the desired Hold Policy from the drop-down list.
Click Go.

the fields.
To add a new Hold Policy:

Step
Action
Result
Click Add new Hold Policy to start with empty fields, or

choose an existing Hold Policy and type over the Hold
Policy Name field.

Click Save as new Hold Policy.

appears.

appears.
To delete a Hold Policy:

Step
Action
Result
Choose the Hold Policy you want to delete, and click

Delete Hold Policy.

appears.
appears.
Hold Policy settings:

Hold Policy Name
Name of the policy.
Default Hold Policy
Standard hold time in minutes, hours, days, weeks or months, or

click Unlimited if there is no limit.
Hold Fixed Due Date(s)
Click Add New Term End Date to override the Default Hold
Policy with another due date.
Hold Expiration Period
Expiration period for holds in minutes, hours, days, weeks or

months.
Bill for placing hold
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.
page 54
WMS Circulation
Bill for picking up hold
Choose from the options in the drop-down list to show if holds on

items are billed when the item is picked up.
Bill for expired hold
Choose from the options in the drop-down list to show if expired

holds are billed.
Hold pickup notification

policy
Hold expiration notification
policy

page 55
WMS Circulation
Hold Policy Map
You must first configure settings on the Patron Type Policy and Hold Policy screens before using
this screen. Data from the Patron Type Policy and Hold 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
Description
Patron Type
Material Format
Item type.
Hold Policy
Hold policy, as set on the Hold Policy screen.
Table row options:
.
.
page 56
WMS Circulation
SIP2 Configuration
Use this screen to configure the information for your self-check machines.
To select a branch configuration:
Step
Action
Result
Choose the desired branch from the drop-down list.
Click Go.

the fields.
To add a new SIP2 Configuration:

Step
Action
Result
Click Add new SIP2 Configuration to start with empty

fields, or choose an existing Notification Policy and type
over the Branch field.

empty fields.
Complete the desired fields, and click the desired check

boxes. Only available features have active check boxes.
If a box is not clickable, it is not yet supported.

appears.
To delete a SIP2 Configuration:

Step
Action
Result
Choose the configuration you want to delete, and click

Delete SIP2 Configuration.

appears.
appears.
SIP2 Configuration settings:

Branch
Name of the branch you are configuring.
Supported Messages
Messaging options for your configuration.
Supported Services
Services that are supported.
Send Personal Data in Patron

Information Service
Check this box to allow the server to send person patron data
(address, books on loan, etc.) to SIP2.
Number of Retries Allowed
Number of retries SIP2 accepts before the connection is closed.
Timeout Period in Seconds
Timeout period (in number of seconds).
Bill Reason to Fee Type
Use this list to map a bill reason to SIP2 fee types.
Magnetic Material
List of magnetic materials used when SIP2 sets the security

tape.
Not Desensitize
List of material that should not be desensitized by SIP2.
Not Sensitize
List of materials that should not be sensitized by SIP2.
page 57
WMS Circulation
SIP2 Address
Use this screen to register IP addresses of your self-check machines for communication with the
server.
To select a branch:
Step
Action
Result
Choose the desired branch from the drop-down list.
Click Go.

the fields.
To add an IP address:
Step
Action
Result
Click Add Row.
A new row appears.
Type the IP address and click the check box if it is active.
appears.
To delete an IP address:
Step
Action
Result
next to the IP address.
The IP address is deleted.
page 58
WMS Circulation
Admin/General
Use this screen to set general administrative settings.
To change or delete a Material Type:
Step
Action
Result
appears.
appears.
to delete a row.
To add a new Material Type:

Step
Action
Result
Click Add new material type.

appears.
To change or delete a Hold Priority:

Step
Action
Result
appears.
appears.
to delete a row.
To add a new Hold Priority:

Step
Action
Result
Click Add new hold priority.

appears.
page 59
WMS Circulation
Scheduling Policies
Use this screen to set scheduling policies for your library.
To create a new Scheduling Policy:
Step
Action
Result
Click Create New.
The Create New Policy screen

appears.
Click Save.
The policy is added to the list.
To delete a Scheduling Policy:

Step
Action
Result
Click Delete.
A Confirm window appears.
Click OK to delete, or click Cancel to go back.
appears.
To copy a Scheduling Policy:

Step
Action
Result
Click Copy.
appears.
Scheduling Policies settings:

Policy Name
Name of the policy.
Pre-Schedule Embargo
Period
Choose a start time (in minutes, hours, days or months) for a

schedule embargo.
Note: Select a timeframe from the drop-down list.
Post-Schedule Embargo
Period
Choose an end time (in minutes, hours, days or months) for a

schedule embargo.
Automatic Recall Period
Choose a time period (in minutes, hours, days or months) for

automatic recall.
Pull List Period
Choose a time period (in minutes, hours, days or months) for a

pull list.
Cancel Schedule
Notification Policy
Choose from the options in the drop-down list to show cancellation

policies.
Pickup Schedule
Notification Policy
Choose from the options in the drop-down list to show a pickup

schedule.
page 60
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 settings:
Field
Description
Patron Policy
The patron policy.
Material Format
Item type.
Holding Location
Shelving Locaiton
Scheduling Policy
Scheduling policy, as set on the Scheduling Policies screen.
Table row options:
.
.
page 61
WorldCat Registry
Search
Use this screen to search for an institution in the WorldCat Registry.
Basic Search
To find an institution:
Step
Action
Enter search terms in the Search box.
Click Search.
Note: The Search function will find exact matches first,
and then close matches.
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.
Result
appears, followed by Search
Results.
Advanced Search
Use Advanced Search to search with more specific search terms.
To use Advanced Search:
Step
Action
Result
Click the Advanced tab.
The Advanced Search fields

appear.
Enter search terms in any or all of the fields provided.
Click Search.

Results.
page 62
WorldCat Registry
Advanced Search fields
Name
Name describing your institution. Include identifying information, such as

consortium or branch name.
examples: Seattle Public Library; BANK OF CHINA, LAW AFFAIRS DEPT
Also Called
Alias name, common name, abbreviation, or English version of a non-English

name, if applicable.
example: Detroit Area Library Network Also Called: DALNET
Institution Type
Select your institution type from the drop-down list.
Country
Select your country from the drop-down list.

ISO standard names, see:
http://www.iso.org/iso/english_country_names_and_code_elements
City
City of institutions physical location.
State or Province
Select your state or province from the drop-down list, if applicable. Dropdown values are available for the United States, Canada and Australia.
Postal Code
Postal or zip code of institutions physical location.
Search by Identifiers
Use this option to search by identifier.
To search by identifiers:
Step
Action
Result
Click the Identifiers tab.
The Identifiers fields appear.
Enter an identifier to search in the fields provided, or

choose one from the drop-down lists.
Click Search.

Results.
page 63
WorldCat Registry
Create a New Institution
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:
Step
Action
Result
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).
If you wish to add an address, make sure the check box

is checked.
The Address fields appear.
Click Create.
Note: By clicking Create, you agree and consent to the
Terms of Service.
A message appears indicating

that duplicates are being
searched.
If possible duplicates are found,
the Duplicate Institutions
screen appears.
If your institution is listed, click the name.

OR
The Profile Summary screen

appears.
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.
appears, followed by the Name
and Location screen.
Create a New Institution fields

Institution Name

Also Called

Institution Type
Home Page URL
Institution or librarys main Web site address.

example: www.spl.org
OCLC Institution
Symbol
Alpha-numeric identifier issued by OCLC to member institutions (editable by

OCLC staff only).
example: OCL
See: Find an OCLC library
To learn more about the OCLC symbol rendered as ISIL, see:
http://www.worldcat.org/webservices/registry/xsl/identifiers
page 64
WorldCat Registry
International
Standard
Identifier for
Libraries (ISIL)
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: http://biblstandard.dk/isil/
and http://www.iso.org/iso/catalogue_detail?csnumber=27979
Address fields (optional)

Type
You can enter up to four addresses:

Main address
Business address
Shipping address
Other address
Street Address 1
Institutions address.
Street Address 2
Other address information, such as P.O. Box, Suite, etc.
City
City of institutions location.
State or Province
Zip or Postal
Code
Postal or zip code of institutions location.
Country

page 65
WorldCat Registry
Profile Summary
This screen lists your institutions 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.
Step
Action
Result
Click Authorize me for this record.
The window expands to include

a relationship field.
Describe your relationship with the institution in the field

provided.
Click Send.
You will be contacted by OCLC staff when your

authorization is complete.
The request is sent to OCLC for

verification.
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.
page 66
WorldCat Registry
Name and Location
Use this screen to enter or revise your institutions 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
Main address
Business address
Shipping address
Other address
To add an address:
Step
Action
Result
Click Add Address.

Note: You may also add a new address by using the
Copy function.
The Add New Address screen

appears.
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 address appears under

Addresses.
To edit an address:
Step
Action
Click the check box next to the address.
Click Edit Selected.
Result
The Edit Address screen
appears.
The changes are made to the
address.
page 67
WorldCat Registry
To copy an address:
Step
Action
Click Copy Selected.
Result
The Add New Address screen
appears.
The address appears under
Addresses.
To delete an address:
Step
Action
Click Delete Selected.
Result
The address is removed.
Email Addresses
You can enter as many email addresses as you need.
To add an email address:
Step
Action
Result
Click Add Email.
The Add New Email screen

appears.
Type an email address in the field provided.
The email address appears

under Email Addresses.
To edit an email address:

Step
Action
Click the check box next to the email address.
Edit the email address.
Result
The Edit Email screen appears.
email address.
To delete an email address:

Step
Action
Click the check box next to the email address.
Result
The email address is removed.
page 68
WorldCat Registry
Phone/Web
Provide information about your telephone numbers and Web access. Click the check box if you have
Wifi Access.
Name and Location fields

Institution Name

Also Called

Institution Type
Privacy
Preferences
Choose Make information public to make your institutions profile public, or

Make information private to only have your institutions name and address
publicly available.
Address fields
Type

Main address
Business address
Shipping address
Other address
Street Address 1
Institutions physical address.
Street Address 2
Other address information, such as P.O. Box, Suite, etc.
City
City of institutions physical location.
State or Province
Zip or Postal
Code
Postal or zip code of institutions physical location.
Country

Latitude
Your institutions latitude. It is a set of data derived from an institutions

business or mailing address.
example: 40.017075,-83.066376
Note: Entering Latitude and Longitude will enable advanced features like a
map and auto-detection of your time zone.
Longitude
Your institutions longitude. It is a set of data derived from an institutions

business or mailing address.
example: 40.017075,-83.066376
Note: Entering Latitude and Longitude will enable advanced features like a
map and auto-detection of your time zone.
Email Address
Email address(es) associated with the account.
page 69
WorldCat Registry
Phone/Web fields
Phone
Preferred format as it is displayed in your country.

examples:
+1 (614) 764 6000 (US and Canada)
+ 33 4 55 33 66 77 (France)
+ 31 71 500 2500 (Netherlands)
Fax

examples:
+1 (614) 764 6000 (US and Canada)
+ 33 4 55 33 66 77 (France)
+ 31 71 500 2500 (Netherlands)
Home Page
Institution or librarys main Web site address.

example: www.spl.org
Information
Page
Address of the institutions Web page which lists locations, department, hours,
and contact information.
example: www.spl.org/default.asp?pageID=branch
Library Card
Form Page
Address of the institutions Web page to sign up for a library card.

example: http://web19.columbuslibrary.org/dpcard/contract.cfm
Wifi Access
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.
page 70
WorldCat Registry
Map
Use this screen to set your institutions 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.
page 71
WorldCat Registry
Open Hours
Use this screen to set your hours of operation.
Time Zone
Click Auto-Detect Time Zone to automatically set your time zone.
Note: This is based on the institutions address, so you must have an address with geolocation
selected on the Map page.
Normal Hours
To set hours:
Step
Action
Result
Click a day to modify its hours, or click a button to set

hours for multiple days.
The Edit Normal Hours screen

appears.

Select an Open Status from the drop-down list.
Choose hours information.
The hours appear under

Normal Hours.
Special Hours
To set hours:
Step
Action
Result
Click Add Special Hours.
The Add Special Hours screen

appears.

Type a description.
Choose dates from the calendar.
Choose an Open Status from the drop-down list.
Choose hours information.
The hours appear under

Special Hours.
To edit hours:
Step
Action
Click the check box next to the hours.
To delete hours:
Result
The Edit Special Hours screen
appears.
hours.
page 72
WorldCat Registry
Step
Action
Result
Click the check box next to the hours.
The hours are removed.
Hours URL Page

To set an online link to your institutions hours page, type a URL in the field provided.
Note: Institutions using WorldShare Management Systems need to enter specific hours information.
Open Hours fields

Time Zone
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 institutions address, so you must have an
address with geolocation selected on the Map page.
Normal Hours
Open Status
Select a status from the drop-down list.
Opening Time
List the time in hour and minutes. Select AM or PM.
Closing Time
Special Hours
Description
Type a description of your special hours.

example: Summer Vacation 2011
Date From/Thru
Choose dates from the calendars provided.
Open Status
Select a status from the drop-down list.
Opening Time
Closing Time
page 73
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:
Step
Action
Click the plus symbol (+) to expand the branch option.
Enter search terms in the Search box.

Optional: Click the check box to include inactive

records.
Click Search.
To see more information about an institution, click the

institution name to go to the Profile Summary for that
institution.
Click Add As Branch or Add as Affiliate in the Action

column to add an institution to your Branches and
Affiliates screen.
Result
Results.
appears, and the branch or
affiliate is added.
To delete a branch or affiliate:

Step
Action
Result
Click Remove Branch or Remove Affiliate under

Branches or Members or Affiliations.
appears, and the branch or
affiliate is removed.
page 74
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:
Step
Action
Result
Click Add Contact.
The Add New Contact screen

appears.

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.
The contact appears under

Contact List.
To edit a contact:
Step
Action
Click the check box next to the contact.
Result
The Edit Contact screen
appears.
contact.
To delete a contact:
Step
Action
Click the check box next to the contact.
Result
The contact is removed.
page 75
WorldCat Registry
Contact fields
Role
Select a role from the drop-down list.
Name
Contacts name, first and last name (surname).

Note: Name must be at least two characters.
Email Address
Contacts e-mail address.
Phone

examples:
+1 (614) 764 6000 (US and Canada)
+ 33 4 55 33 66 77 (France)
+ 31 71 500 2500 (Netherlands)
Fax

examples:
+1 (614) 764 6000 (US and Canada)
+ 33 4 55 33 66 77 (France)
+ 31 71 500 2500 (Netherlands)
Visible to All
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.
page 76
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:
Step
Action
Select an Identifier Type from the drop-down list.
Provide an identifier in the Identifier field.
Click Add.
Result
The identifier appears in the

table.
To edit an identifier type:

Step
Action
Click the Identifier Type.
Choose the correct type from the drop-down list.
Result
The identifier type is changed.
To edit an identifier:
Step
Action
Click the Identifier.
Provide the correct identifier.
Result
The identifier is changed.
To delete an identifier:
Click Remove to delete an identifier.
page 77
WorldCat Registry
Identifier Types
Identifier Type
Description and Example
WorldCat
Registry ID
The unique ID assigned by the WorldCat Registry (not editable).

example: 21274
Australian
Business
Number
11-digit unique identifier issued by the Australian Taxation Office that is used
by business entities when dealing with the Australian government.
example: 48 004 146 338
See: http://www.ato.gov.au/
Australian
National Union
Catalog (NUC)
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: http://www.nla.gov.au/ilrs/
BIBSYS Library
Code
(Norway
records)
(editable by OCLC
staff only)
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
British Library
Code
(UK records)
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 librarys supply and charging policies.
example: ED/N-2, DB/N-2
See:
http://www.bl.uk/reshelp/atyourdesk/docsupply/help/replycodes/d
irlibcodes/
Federal
Employer
Identification
Number (FEIN)
Identifier
A unique nine-digit numeric identifier assigned by the Internal Revenue

Service to businesses in the United States.
example: 88-1234567
International
Standard
Identifier for
Libraries (ISIL)
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: http://biblstandard.dk/isil/
and http://www.iso.org/iso/catalogue_detail?csnumber=27979
MARC
Organization
Code (NUC)
Alphabetic identifier used in Library of Congress National Union Catalog.

example: TxLbAMS; RiEpGSL
See: http://www.loc.gov/marc/organizations/
NCES Library
Code/LIBID
Alpha-numeric identifier issued by the National Center for Educational

Statistics (U.S.) identifying branch level information for Public Libraries.
example: 157B08
See: http://nces.ed.gov/
page 78
WorldCat Registry
NCES
Organization
Code/FSCS ID
Alpha-numeric organization code issued by the National Center for Educational

Statistics (U.S.) for Public Libraries.
example: OH0057
NCES IPEDS
ID/UnitID
Numeric identifier issued by the National Center for Educational Statistics

(U.S.) for Academic Institutions.
example: 164924
New Zealand
Library Symbol
(New Zealand
records)
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: http://www.bs.dk/isil/index.htm
See: http://www.natlib.govt.nz/catalogues/directory-of-libraries
New Zealand
Union Catalog
Name
(editable by OCLC
staff only)
A unique library identifier issued by the National Library of New Zealand.

example: Porirua Public Library
OCLC Account
Name
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.
(editable by OCLC
staff only)
OCLC Symbol
(editable by OCLC
staff only)
Alpha-numeric identifier issued by OCLC to member institutions.

example: OCL
See: http://www.oclc.org/contacts/libraries/default.asp
RCR Code
(France records)
(editable by OCLC
staff only)
A unique numeric library identifier issued by ABES (Agence Bibliographique de

l'Enseignement Suprieur) the agency in charge of SUDOC (Systme
Universitaire de documentation), the Library Union Catalogue for the
academic, specialist and Higher Education in France.
example: 974112202
SAN Identifier
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: 0348277
http://www.niso.org/kst/reports/standards?step=2&gid=&project_k
ey=
97d7bef1a7fda9d9979b2bb1d58812284426eec7
When you are finished, click Save to save and continue, or Cancel to start over.
page 79
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:
Step
1
2
Action
Paste a sample URL from your Web catalog in the field
provided.
Click Suggest Links.
Result
WorldCat Registry automatically

suggests values for the fields
under Online Catalog.
Continue to Online Catalog, or click Clear Suggested

to start over.
Online Catalog
Step
Action
Result

Choose a Library System Used from the dropdown list.
Provide URLs in the fields provided.
Click Test next to the suggested link to check if it
displays a holding in your local online catalog.
The Web page opens in a new

browser window.
2
3
4
Provide a URL for the screen that displays results of an

ISBN or ISSN search.
Choose Use 10 Digits or Use 13 Digits for ISBN.
Click Test next to the ISBN, ISSN and OCLC Number

fields.
A window opens, showing

example numbers for testing.
Click Test to display the search, or Cancel to start over.
The Test screen opens.
Click the check box if your library configures its catalog

to retain the leading zeroes on OCLC numbers.
Choose an option for OCLC Number Prefix, and if
applicable, select a custom prefix to be used on all OCLC
Numbers.
Provide a URL to conduct an OR search against the local
catalog for multiple OCLC numbers which identify the
same record (see below).
page 80
WorldCat Registry
Online Catalog fields
Library System
Used
Select your vendor from the drop-down list.
Base URL
Main URL for your librarys catalog.

Note: Only one link can be used per profile.
example: http://catalog.columbuslibrary.org/
Online Catalog
Direct to ISBN
URL for the screen that displays the results of an ISBN search of your catalog.
example: http://catalog.columbuslibrary.org/?q=isbn:
Online Catalog
Direct to ISSN
URL for the screen that displays the results of an ISSN search of your catalog.
example: http://catalog.columbuslibrary.org/?q=issn:
e-Serial ISSN
Search
URL for the screen that displays the results of an ISSN search of your catalog
for electronic serials.
example: http://library.institution.edu/search/i?SEARCH=
Online Catalog
Direct to OCLC
Number
URL for the screen that displays the results of an OCLC Number search of your
catalog.
example: http://vtls.ualibrary.org/cgibin/gw/chameleon?host=localhost+1111+DEFAULT&u1=6001&searc
h= KEYWORD&function=INITREQ&t1=
Add Leading
Zeroes to the
OCLC search
Term
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.
OCLC Number
Prefix
Select which option you prefer for adding a prefix to the OCLC Number.
example: OCM
Custom Prefix
Custom prefix to add to all OCLC Numbers.
Online Catalog
Direct to Multiple
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.
page 81
WorldCat Registry
OpenURL Resolvers
Use this screen to list link resolvers that deliver appropriate electronic resources to a Web user. For
more information, please see http://www.oclc.org/productworks/schema.doc.
To add a new OpenURL Resolver:
Step
Action
Result
Click Add New.
The Edit OpenURL Resolver

screen appears.
Complete the fields on the screen.
If the IP Address is wrong, click Edit IPs
Add the correct IP address in the field provided.
Click Add.
Click Remove to delete any incorrect IP address(es).
Click a check box to select your OpenURL Version. If it

is not listed, click More to see more.
Click a check box to select your Z39.88-2004

Community Profile. If it is not listed, click More to see
more.
10
The Edit OpenURL Resolver

screen appears.
The IP address is added to the
list.
You are returned to the Edit
OpenURL Resolver screen.
To edit an OpenURL Resolver:

Step
Action
Click the check box next to the URL.
Result
The Edit OpenURL screen
appears.
list.
To delete an OpenURL Resolver:

Step
Action
Click the check box next to the URL.
Result
The OpenURL Resolver is
removed.
page 82
WorldCat Registry
OpenURL Resolver fields
Base URL
URL of the OpenURL resolver to be used.

example: http://olinks.ohiolink.edu/olinks.php
IP Address
Your institutions IP address is listed.
Resolver Link Text
Specify the text that will display as a link leading to the designated OpenURL
server.
Resolver Image
Location
Specify the URL for an icon that will display as a link leading to the
designated OpenURL server.
Institution
Domain
The domain name associated with the Institution.

example: spl.org
Vendor
Your OpenURL Resolver vendor.
Vendor Product
Version
The version of your vendors product.
OpenURL Version
Select the version of your OpenURL Resolver.
Z39.88-2004
Community
Profiles
Select your profile. The optional repeating Z39.88-2004_CommunityProfile

element describes which community profiles the Resolver supports for any
entity. If this element is omitted, OCLC will assume that no community
profiles are supported. These identifiers must be in the pattern of
info:ofi/pro:.*
page 83
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: http://liswiki.org/wiki/Virtual_reference.
To add a virtual reference service:
Step
Action
Select a Vendor from the drop-down list.
Provide a URL.
page 84
WorldCat Registry
Currency and Locale
Use this screen to enter the currency, tax rate, and information about the location of your
institution.
Currency
Preferred currency of your location.
Tax Rate
Provide the tax rate used by your institution.
Local Country
The country where your institution is located.
Locale Language
Preferred language of your location.
Locale Variant
Preferred vendor or browser. For example, WIN for Windows, MAC for
Macintosh, and POSIX for POSIX.
page 85
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:
Step
Action
Result
Click Add a User.
The Add New User screen

appears.
Add a username from an existing account.

Note: If the username is invalid, an error message
appears.
Click Add.
The Username, Email Address

and Name are added to the list.
To delete a user:
Step
Action
Click the check box next to the Username.
Click Remove Selected Users.
Result
The username is removed.
page 86
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 staffany 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 email 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 e-mail directly
within the page.
Institution Profile Link

Provides a read-only URL for the profile.
E-mail a link to this profile

To share a profile via e-mail:
Step
Action
Complete the fields on the screen.
Click Send.
Result
The e-mail is sent and a
confirmation message appears.
page 87
WorldCat Registry
Download Profile as XML
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:
http://www.oclc.org/developer/services/worldcat-registry
page 88
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.
page 89
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:
Step
Action
Result
Click Add.
Type an IP address range.
Click OK.
Note: The IP address is not added until you add
attributes and Save.
The IP address range appears

in the list.
To add IP addresses in bulk:

Step
Action
Result
Click Bulk Entry.
The Bulk Entry button changes

to Selection List.
Click Selection List.
The list of IP Address

Ranges is highlighted.
Cut and paste a list of IP address ranges from

Microsoft Word or Excel.
Click Done.
To remove an IP address:
Step
Action
Result
Click the IP Address Range you wish to remove.
The address is highlighted.
Click Remove.
The address is removed.
IP Address Range Attributes

To add or change IP address range attributes:
Step
Action
Result
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.
The address is highlighted.
In the IP Address Range Attributes box, click the

plus symbol (+).
The fields expand.
page 90
IP Addresses
3
Choose the type of attribute from the drop-down list.
Type a value in the field provided, or choose a Product

from the drop-down list.
To remove an attribute, click the minus symbol (-) next

to the IP Address Range Attribute you want to remove.
The attribute is removed.
Click Save to save or Cancel to start over.
appears.
IP Address Range Attributes fields

Autho
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.
Secondary Autho
The authorization number associated with the organization who is

associated with the primary authorization for the IP address.
Registry ID
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.
Institution Symbol
The institution symbol associated with the IP address.
Product
The product or service associated with the IP address.
page 91

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

Interlibrary Loan Options
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
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.
Off
Users must manually select a constant data record for each resource sharing request.
To select Persistence:
Step
Action
Click the On check box to turn Persistence on or off.
Result
appears.
Knowledge Base
This option allows you to choose whether you want to activate a link from WorldShare Interlibrary
Loan to your librarys 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:
Step
Action
Click the On check box to turn the links on or off.
Result
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:
Step
Action
Result
Click Change Primary Symbol.
The Select Primary Symbol

screen appears.
Click to select the symbol you wish to use.
appears.
page 93

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:
Step
Action
Result
Click Create New CD record.

empty fields.

Type information in the fields provided.
Choose an option from each drop-down list.
Click Save as New to save or Cancel to start over.
appears.
To edit a constant data record:

Step
Action
Result
Choose a Constant Data Record from the drop-down

list.

the fields.
The changes are made.
To delete a constant data record:

Step
Action
Result
Choose a Constant Data Record from the drop-down

list.

the fields.
Click Delete Record.
appears.
Click OK to delete or Cancel to cancel.
The record is deleted, and a

page 94

Borrowing fields
Constant Data Record
Name
The name of this record (20-character limit, with no special characters).
Description
A brief description of this record (140-character limit).
Need Before
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.
Request Type
Loan
Only requests for loans will match.
Copy
Only requests for nonreturnable copies will match.
Editions
Preferred edition.
Shipping and Contact

Info
Complete mailing address and contact information.
Bill to
Billing address. Click Same as Shipping Info. to use the same

information from the Shipping and Contact Info fields. Otherwise,
provide new information.
Ship Via
Preferred method of shipment.
Electronic Delivery
Choose your preferred method of electronic delivery:

Field
Definition
Ariel (FTP)
FTP delivery via Ariel.
Article Exchange
Delivery via OCLC Article Exchange.
Electronic
Delivery via e-mail.
ILLiad Odyssey
Delivery via ILLiad Odyssey software.
Note: Electronic Delivery is defined in the OCLC Policies Directory.

Log in to the Policies Directory to make changes.
ILL Fee Management
(IFM)
Click the check box to turn IFM on or off.

For more information on IFM, see Simplify your billing with Fee
Management.
Maximum Cost
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.
Copyright Compliance
Indicates your compliance for photocopy requests. There are 2 valid

codes:
CCG Conforms to CONTU Guidelines
CCL Conforms to U.S. Copyright law
page 95

Affiliations
Symbols, names, or acronyms of your reciprocal or local groups.

Example:
LVIS
Billing Notes
Additional billing information, if necessary.
Borrowing Notes
Type here any additional information needed to clarify the request.
Patron fields
Patron Name
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.
Patron ID
A number used for patron identification.

Examples:
123-45-6789
ALl/6496KRTXX/0001
OH4751603
Patron Department
The patron's department. Be consistent in the use of department names.

Example:
Department of Chemistry
ChemDept
Chemistry
Status
The patron's status.

Examples:
Faculty
Executive
Undergraduate
Email
The patrons e-mail address.
Address
The patrons address.
Notes
Any relevant information about the patron.

Examples:
Maximum Cost $5.00
Can pickup from East Branch on Tuesdays
page 96

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

Name
The name of this record (20-character limit, with no special characters).
Description
A brief description of this record.
Due Date
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
Shipped Date
The date on which the item leaves your library (past or current), using
the format -DD.
Examples:
-0
-10
Add ILL Management

Fee (IFM)
Click the check box to turn IFM on or off.

For more information on IFM, see Simplify your billing with Fee
Management.
Lending Charges
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
Ship Insurance
The amount of insurance, if applicable.
Lending Notes
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.
Lending Restrictions
Restrictions that apply to loans.

Example:
Library use only.
Return To
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.
Return Via
A preferred method for returning loaned materials. This field provides

tracing information if the item is lost in transit.
page 97

Custom Holdings Groups
Use this screen to configure custom holdings groups that contain the OCLC symbols of preferred
lenders for a particular category of borrowing activities.
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:
Step
Action
Result
Click the Display groups: by symbol link.
The Custom Holdings Groups

Symbol Search screen appears.
Enter a symbol.
Click Search.
Click Yes to add a symbol to the group, or No to remove

a symbol from the group.
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.
appears.
To create a custom holdings group:

Step
Action
Result
Click Create New Custom Holdings Group.

empty fields.
Type the Custom Holdings Groups Name (20character limit), and optionally, a Description.
Click Add/Edit symbol(s).
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.
Click Update Symbols to save or Cancel to start over.
The symbols are added.
appears.
page 98

To add an institution to a custom holdings group:
Step
Action
Result
Choose a Custom Holdings Group from the drop-down

list.

the fields.
Click Add/Edit symbol(s).
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.
Click Update Symbols to save or Cancel to start over.
The symbol is added.
appears.
To delete an institution from a custom holdings group:

Step
Action
Result

list.

the fields.
Click the check box next to the symbol to be deleted.

symbols.
, or click Clear selected
The symbol is deleted.

appears.
To delete a custom holdings group:

Step
Action
Result

list.

the fields.
Click Delete Custom Holdings Record.
appears.

Custom Holdings Groups fields

Custom Holdings
Groups Name
The name of the custom holdings group (20-character limit, with no

special characters).
Description
A brief description of the group.

Example:
Institutions that charge for book loans.
OCLC Symbol(s)
The OCLC symbols for institutions that are part of the custom holdings
group.
Examples:
AAU
ABI
ACN
page 99

Custom Holdings Paths
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:
Step
Action
Result
Click Create New Custom Holdings Path.

empty fields.
Type the Custom Holdings Path Name (20-character

limit), and optionally, a Description.
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.
appears.
To edit a custom holdings path:

Step
Action
Result
Choose a Custom Holdings Path from the drop-down

list.

the fields.
Drag and drop groups between the Choose from

available groups and Groups chosen for this path
lists.
To delete a custom holdings path:

Step
Action
Result
Choose a Custom Holdings Path from the drop-down

list.

the fields.
Click Delete Holdings Path.
appears.

page 100

Custom Holdings Paths fields
Custom Holdings Path
Name
The name of the custom holdings path (20-character limit, with no

special characters).
Example:
DOTLIBS
Description
A brief description of the path.

Example:
Dept of Transportation libraries and other partners.
Choose from
available groups
The names of custom holdings groups that can be included in the group
holdings path.
Groups chosen for

this 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.
page 101

Direct Request Profiles
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:
Step
Action
Result
Click Create New Direct Request Profile.

empty fields.

Choose an option from each drop-down list.
appears.
To edit a direct request profile:

Step
Action
Result
Choose a Profile Name from the drop-down list.

the fields.
To delete a direct request profile:

Step
Action
Result
Choose a Profile Name from the drop-down list.

the fields.
Click Delete.
appears.
The profile is deleted, and a

page 102

Direct Request Profiles fields
Profile Information
Profile Name
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
Description
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
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
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
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
page 103

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
Need at Earliest/
No Later Than
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 $10.
Type a number from 0-1000. Do not type the dollar ($) 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:
6
6.00
6.10
Format
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 0-1000. Leave both fields blank if date
range does not apply to the group of requests you are profiling.
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.
page 104

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 0-1000 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
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.
If Held By Your
Institution
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 Held By Custom
Holdings Group
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

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.
page 105

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
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.
Produce the Request
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 ebooks.
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 ebooks. 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.
page 106
Web Service Keys

Request a Web Service Key
Use this screen to request keys for an OCLC Web service. Information on web service keys is
available at: http://www.oclc.org/developer/platform/authentication-documentation.
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
Step
Action
Select a service for which you need a key. You may

choose more than one service for a single key.
Click Send Request.

Choose an option from the Country drop-down list.
If applicable, click the check box for Commercial

Usage.
Click the link to read the terms and conditions.
Click the check box to agree to the terms and conditions.
Click Generate key request.
Result
The Generate new API keys

screen appears.
A confirmation screen appears.

An OCLC representative will
contact you once your key has
been generated.
page 107
Web Service Keys

Manage Your Web Service Keys
All approved keys associated with your account are listed on this screen.
Keys
Your current keys are listed.
For support, contact support@oclc.org.
page 108
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 support@oclc.org.
page 109
WMS Institution
Institution Borrower Categories
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:
Step
Action
Result
Click Add Row, or click Add 10 rows to add multiple

items.
The row is added.
Type a Patron Type and Description in the fields

provided.
When you are finished, click Save.
appears.
To delete a Patron Type:

Step
Action
Result
Click Delete next to the Patron Type you wish to

delete.
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.
ISO 9001 Certified
OCLC Service
The following OCLC product and service names are trademarks or service marks of OCLC
Online Computer Library Center, Inc.:, FirstSearch, ILLiad, OCLC, WorldCat, WorldCat
Resource Sharing, WorldShare, WorldShare Interlibrary Loan, WorldShare Management
Services, WorldShare Platform and The worlds libraries. Connected.
Configuration
Guide
In addition,
the WorldCat symbol and OCLC symbol are service marks of OCLC. Third-party
product and service names are trademarks or service marks of their respective owners.
OCLC grants permission to photocopy this publication as needed.
Product Code MAN1132

1309/2000347W, OCLC
page 110

OCLC ServiceConfigurationGuide

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OCLC Service Configuration Guide

Choose your WorldCat Local URL

Relevancy and Scoping

OCLC symbols that represent your institution (1st Level of Relevancy)

Full Text OpenURL Resolvers (outgoing requests)

Full Text OpenURL Resolver (optional)

Full Text OpenURL Resolvers (incoming requests)

Link Resolution Page for Incoming Requests

Place Hold/Request Buttons (WorldCat Local only)

Place Hold/Request button (Level 1)

OPAC Statuses, Locations and Circulation Policies (WorldCat Local only)

Local links to online content

Holding Codes Translation Table (WorldCat Local only)

Holding Codes Translation Table

Local and Enhanced Content

Syndetic Solutions Enrichment Content (if applicable)

Full Text and Open Access Links

Configure the display of full text links in WorldCat Local

ILS Support and Maintenance

Select Databases that a user can search in your WorldCat.org