Circulation WorldShare
Le module Circulation de WorldShare facilite les demandes de réservation, les prêts et le traitement physique des documents pour les usagers admissibles et les établissements affiliés.
- Pour commencer
- Commencez à utiliser Circulation WorldShare.
- Prêts
- Comment prêter des documents.
- Gestion des usagers
- Dans le module Circulation, voyez comment chercher des comptes d'usagers, créer de nouveaux usagers et traiter les factures et les amendes.
- Gestion des documents
- Procédures pour accomplir diverses tâches (chercher des documents, modifier des documents, créer des documents temporaires, etc.) afin de maintenir les notices des documents associées aux activités de circulation.
- Ajouter des documents
- Ajouter des documents temporaires
- Recherche avancée et recherche experte
- Modifier l’emplacement pour plusieurs documents
- Vérifier l'état ou l'emplacement d'un document
- Documents déclarés perdus, retournés, n'avoir jamais eu
- Gestion des conteneurs pour documents liés
- Supprimer des documents
- Recherche de documents
- Modifier des documents
- Notes sur le document
- Gérer des publications en série
- Préférences pour la recherche
- Voir et utiliser les notices de publications en série
- Voir l'historique d'un document
- Voir l'Historique des modifications de NFL
- Voir les statistiques et les rappels envoyés
- Withdrawn status
- Gestion des réservations
- Comment effectuer et supprimer des réservations à partir de notices bibliographiques, de notices de documents et de comptes d'usagers.
- Déroulement d'une réservation
- Types de réservation
- Créer une réservation
- Modifier ou supprimer une réservation
- Mise de côté de documents
- Voir les réservations
- Réservations à réviser
- Réservations à récupérer
- Remplir des réservations
- Rappeler des documents
- Réservations à replacer
- Approbation et préparation des réservations
- Gestion de l'utilisation sur place des documents
- Endroit de collecte
- Mes étiquettes
- Comment créer des étiquettes de dos avec les informations contenues dans une notice bibliographique MARC 21 WorldCat ou une notice de fonds local. Votre liste d'étiquettes n'est visible que par vous et non par d'autres utilisateurs de votre établissement.
- Réservations de salles
- Utilisez la fonctionnalité Réservations de salles pour gérer les salles de votre bibliothèque et réserver des salles pour les usagers.
- Tâches planifiées
- Informations sur l'utilisation du Connecteur de factures d'usagers WorldShare pour créer et gérer les tâches d'exportation de factures de votre bibliothèque et partager des informations sur les frais et amendes des usagers avec les systèmes externes à WorldShare.
- Mon dossier
- Comment les usagers peuvent consulter leur dossier dans WorldCat Discovery et renouveler des documents, supprimer ou modifier des réservations, et voir les amendes à leur actif.
- Configuration
- Comment configurer vos politiques de circulation avec Configuration des services OCLC.
- WMS Z39.50
- Find information about using WMS Z39.50 searching.
- Autres ressources
- Ressources supplémentaires pour les utilisateurs de Circulation WorldShare.
- Notes d'installation de Circulation WorldShare et problèmes connus
- Notes d'installation de Circulation WorldShare et problèmes connus. Les notes d'installation contiennent des détails sur les nouvelles fonctionnalités du produit et sur les améliorations apportées lors de l'installation de nouvelles versions.
- Formation pour Circulation WorldShare
- Cours et webinaires pour Circulation WorldShare.
- Résolution de problèmes
- Foire aux questions (FAQ) et instructions pour la résolution de problèmes.
- Are my notifications sent according to how I set them in Service Configuration, or at the top of the hour/the next morning?
- Are there restrictions on barcode configuration in WMS?
- A patron received a recall notification for an item, but the item was never recalled.
- Barcode searches bring up item in some places, but not in others
- Can a patron cancel their printable pass reservation?
- Can a shelving location be changed in bulk to a different shelving location?
- Can Demco Spaces be integrated with WMS?
- Can Digby support check digits in barcodes?
- Can I change multiple items to missing through a bulk update?
- Can I convert monographs to multi-part items?
- Can I convert multi-part items to single-part items?
- Can I set up email notifications for staff to receive when a patron places a new hold?
- Can I turn off circulation notifications in WorldShare?
- Can I waive fines in bulk?
- Can we add a cost to an individual item?
- Can we make our own item material types?
- Can we set up automatic email receipts for items borrowed by patrons?
- Can we stop notifications from being sent out on closed days?
- Customize text for Circulation Notices
- Does OCLC have to share a key for encrypted SIP2 connection?
- Does the bulk due date renewal client update ILL due dates as well?
- Les documents qui sont retournés avec Digby n'apparaissent-ils que dans les statistiques des « Consultations sur place »?
- Dropdown display too small in Edit Item Details screen
- Fines are being accrued despite a grace period being in place. Why is this?
- Dans Digby, lorsque j'utilise « Supprimer tous les documents », le message « Les documents inventoriés ne peuvent pas être récupérés une fois supprimés de cette liste », est affiché. De quelle liste s'agit-il?
- How can I change the sort order of serial checkin records?
- How can I configure my SIP2 device to work with WMS?
- How can I find out about planned maintenance outages?
- How can I get a list of my current transactions in Digby?
- How can I get a record into WMS for the laptops my library wants to circulate?
- How can I get a report of items in temporary shelving locations arranged by call number?
- Comment puis-je identifier les doublons dans le rapport Circulation Item Inventory dans Excel?
- How can I tell if my institution is set up for SIP2?
- How can we change copies of our Capira physical passes to printable passes?
- How can we prepare for an outage?
- How do fixed due dates affect our loan policies?
- How do I activate the Requires Preparation/ Approval option for holds on an ad-hoc basis?
- How do I add a new branch as a hold pickup location?
- Comment puis-je ajouter un nouveau type d'usager?
- How do I add a temporary shelving location that will appear in the drop-down menu in my LHRs?
- How do I add Laptops or other items to WMS for Circulation?
- How do I delete a container?
- How do I find out which items were marked "Items Claimed Returned" ?
- How do I get an item to show up as Available in WorldShare Circulation?
- How do I get a location removed from our WMS?
- How do I get a new branch location added to our WMS?
- How do I keep withdrawn barcodes from being purged?
- How do I limit number of holds allowed for a patron on popular resources, such as High Use,New Titles,DVD's or Laptops?
- How do I locate/access our Circulation Item Inventory Report?
- How do I make a campus library collection or shelving location unavailable
- Comment rendre un emplacement sur les rayons non disponible pour le prêt?
- How do I perform a stocktake?
- How do I permanently delete items that are still showing the status of "Withdrawn" after the purge date if I have already deleted the branch from our configuration?
- How do I place a hold on an On Order item?
- How do I prevent fines from generating on closed days
- How do I prevent holds being placed on items I do not want holds on?
- How do I prevent the WSKey for my offline circulation client from expiring?
- I am getting an error message when cataloging a book and it shows "null" in the call number.
- Comment puis-je définir mes heures d'ouverture après minuit?
- How do I set up Hold Pickup Notifications?
- How do I set up multiple pick-up locations for my single or multi-branched library
- How do I requeue hold pickup notifications?
- How do recall notices and overdue notices work together?
- Comment empêcher la création d'amendes de retard pour des documents en retard?
- How do I activate room scheduling in WMS Circulation for our library?
- How long does it take loan policy changes to apply to library resources?
- How long until my WSKey expires?
- How often can I submit a patron load file?
- If an item with fines on it is withdrawn and purged, do the fines remain on the patron's account?
- Si un document balayé a un état tel facturé ou payé, mais est trouvé dans la bibliothèque et balayé avec Digby, l'application nous avisera-t-elle de cette situation?
- Si un document balayé est prêté, sera-t-il retourné via l'application?
- If patrons in the delete file have outstanding checkouts or bills, will they still be deleted by the bulk patron delete process?
- Si je paye plusieurs factures lors d'une transaction et que le montant total n'est pas payé, quelle facture est entièrement payée?
- If you manually renew items beyond a user's expiry date, will the date revert?
- When renewing an item in My Account, can I see at a glance if an item is reserved?
- Y'a-t-il de la formation pour Digby?
- Is it possible for any existing "title" (Mr., Mrs., Professor, etc.) information in patron records to be removed via a batch process?
- Is it possible to add student photos to WorldShare Circulation profiles?
- Is it possible to set up a SIP2 connection for Hoopla?
- Is there an impact to changing our Item call number types to Unknown?
- Is there a way to bulk change the loan status of an entire item list?
- Is there a way to increase the default number of items displayed in the patron check screen?
- Is there a way to re-send bills and/or overdue notifications to a patron?
- Is there a way to turn off the last issued to field in item statistics so that you don’t see the patron’s name?
- Items that would fulfill a hold move to status "reshelving" when checked in
- Why is an item's bibliographic data wrong in Circulation?
- Item record with a blank barcode appears in Copy list and can't be deleted
- I added a staff note to an item record, but the note does not pop up at checkout or check in.
- I am having trouble setting up our POS Printer with our new Windows 10 computers and when I try to install it gives me an error and refuses to continue.
- Why am I getting an error message in Service Configuration: "We are unable to process your request at this moment."?
- Je ne parviens pas à me connecter au serveur SFTP.
- I am unable to sign in to Service Configuration using my OCLC Services Account
- Qu'est-ce qu'un code-barres « périmé »?
- I can check in an item, but I get an unknown barcode error when searching for barcode in Circulation.
- I have 2 LHRs displaying when I only hold 1 LHR - how do I correct this issue?
- I have an item whose shelving location in WorldShare Circulation and Item Inventory Report don't match.
- I have found a book that was down as Missing on the system. How do I change the status to Available?
- J'ai configuré les heures d'ouverture pour que notre bibliothèque ferme à 18 h, mais nos dates d'échéance affichées sont toujours 23 h 59 le lendemain plutôt que 18 h.
- I need a list of the temporary item records for my institution
- I need my Circulation Override Credentials
- My due dates are set in the wrong date format
- Why was a patron not removed after submitting a bulk delete file?
- Patrons are reporting not being able to put holds on items.
- Les usagers qui ne sont pas capables de se connecter à leur dossier reçoivent le message d'erreur « The login system failed with error: Problem processing ACS Response in IDM Bridge ».
- Requested holding cannot be found error
- Erreur de communication avec le serveur lors de l'ajout d'une notice de document
- Strange order in hold request list
- Temporary item data is not being sent through SIP2.
- There are no checkboxes next to the items in the patron hold list. How do I fix this?
- The Due Date Adjustment in my loan policy is not being applied correctly
- The search in WorldShare Circulation is defaulting to My Group Holdings instead of My Library Holdings, how do we change this?
- Unable to log into the Digby app on an Android phone.
- We need a list of IPs or URLs that the offline circulation client connects to so that we can make firewall exceptions on our end.
- La date imprimée sur un bordereau de récupération est incorrecte même si la date dans la notice bibliographique est exacte.
- Nous aimerions activer l'authentification pour les transactions de circulation SIP2. Quels services d'authentification sont supportés?
- What causes orphan holds to appear against a patrons record, but not display in the title hold queue in Circulation or in a Pull List ?
- What does the "Assess" and "Pending Payment" status mean?
- What does the error message mean in my Patron Exception Report?
- What does the On Hold Expired status mean?
- Qu'arrive-t-il à la mention « Déclaré perdu » dans un dossier d'usager si le document retiré n'est jamais retourné avant d'être supprimé du système?
- What happens when the "Maximum outstanding billed amount" is lowered in Patron Policy?
- What information should I send when reporting a problem to Support?
- What is OCLC's data backup schedule for WMS?
- What is the function of the previous shelving location in Item Details?
- What is the impact if we change from linking or unlinking patron usernames and barcodes?
- What should I do when I get the message "Limit reached" in Digby?
- When an item is renewed what notification policies does it follow?
- When do emailed inventory reports from Digby get sent, is it immediate?
- When placing a hold on a record, I see an error that says "No pick up locations available".
- When selecting a pick up option I get a ‘not available due to policy’ message. What policy should I check?
- When troubleshooting why a fine was or was not applied, what should I look for?
- When uploading a patron record that matches an existing patron record, what happens to the notes in that patron record?
- Where can we find our Supervisor username and pin?
- Where is the Share button in Digby?
- Who do I contact for SIP2 connection set up?
- Why am I getting an "Error Updating the Entry" error when updating Notifications?
- Why am I getting error message "No matching Loan Policy"?
- Why am I getting error message "No matching Location Policy"?
- Why am I getting "Error Updating the Entry" error when creating a fixed due date?
- Why am I getting the message "OCLC has detected a problem with your institution's authorization credentials" when trying to login to WorldShare Management Services?
- Why am I receiving an "Unknown Barcode" error when searching for an existing or newly added barcoded item?
- Why am I receiving the message "We cannot reach your institution to verify your credentials. Try again later."?
- Why am I seeing an 'Error deleting entry' warning when I try to delete a Loan Policy?
- Why am I seeing "OCLC has detected that your institution’s encryption has changed" when I log into WorldShare?
- Why aren't renewed items applying the new fixed due date in WorldShare Circulation?
- Pourquoi les modifications apportées aux États du catalogue, emplacements et politiques de circulation n'entrent pas en vigueur?
- Why are due dates being set out by several years?
- Why are due dates not being set according to our policies?
- Why are items falling due on days when the libraries are closed?
- Pourquoi les documents sont-ils renouvelés à partir de la date d'aujourd'hui plutôt qu'à partir de la date d'échéance originale, comme nous l'avons configurée?
- Pourquoi y a-t-il un délai avant que les documents réservés ne soient affichés dans la liste Réservations à récupérer?
- Why are items that are received in Acquisitions going straight to an Available status?
- Pourquoi les modifications que j'ai apportées aux avis par courriel ne sont pas enregistrées?
- Why are notifications not showing under patron's history?
- Why are old notifications still going out when I have updated my notifications?
- Why are our hour/minute fine calculations for overdues stopping at closing time and not restarting when we reopen?
- Why are some buttons greyed out when editing an item in Circulation?
- Why are there multiple due dates for the same item showing on my due date receipt?
- Why are the Replacement and Processing fees disappearing when a lost or long overdue item is returned?
- Why can't I download the Offline Client?
- Why can't I save my changes to "Accrue bills and/or suspension when closed?"
- Why can't I see my new patron type in the Loan Policy map and Loan Limit Matrix dropdowns?
- Why can I not find an item by its OCN, Title, etc., only by its barcode?
- Why does Digby crash after a few scans?
- Pourquoi plusieurs documents sont-ils trouvés lorsque je cherche un code-barres?
- Why does a hold request have an unexpected barcode starting with g-$?
- Why does my hold request show a shelving location of Acquisitions despite us not having that configured?
- Pourquoi le champ Emplacement sur les rayons apparaît-il en rouge lorsque j'essaie de configurer une nouvelle règle dans le Tableau des Politiques de prêt?
- Je ne vois pas le bouton Modifier la date d'échéance. Pourquoi?
- Why do deleted items still display with a status of Withdrawn, when they should be purged?
- Why do multiple items show when I search for a barcode?
- Pourquoi les informations bibliographiques mises à jour ne sont pas affichées dans mon rapport sur les inventaires de documents?
- Why is an item not automatically renewed?
- Why is an item showing Withdrawn(Available) Status?
- Why is a staff note popping up when checking-in an item when there is not a note on the item?
- Why is Digby not scanning a full barcode that has an 'Enter' suffix on an iOS device?
- L'application Digby gelée dans un écran de chargement. Pourquoi?
- Pourquoi ma politique de prêt n'est pas appliquée correctement?
- Why is my POS Printer not printing automatically?
- Why is my SIP2 machine not reading non-Latin characters?
- Why is our self-checkout machine allowing checkouts that don't respect our Loan Policy Map
- Why is the Hold Shelf Expiry Notification not being sent out even though the item status in WorldShare Circulation shows On Hold (Expired)?
- Why is the system sending all of our checked in items into transit?
- Why were fines not applied to my circulation transaction?
- Why will my fixed due date not save to a loan policy?
- You are already logged into another institution error
- OCLC Community Center : Circulation WorldShare
- Informations sur l'OCLC Community Center. Les utilisateurs actuels de Circulation peuvent rejoindre l'OCLC Community Center pour discuter avec leurs pairs et le personnel d’OCLC des chaînes de travail, assister à des webinaires et fournir des commentaires sur le produit.