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Assistance OCLC

Configurer l'intégration

Informations sur la configuration de l'intégration de Circulation WorldShare et Tipasa.

Libraries that subscribe to both Tipasa and WorldShare Management Services can streamline the ILL-circulation process and workflow with Tipasa and WorldShare Circulation integration. Librarians and staff who process ILL loans will no longer have to update WorldShare Circulation manually to create temporary items and patron holds, charge patron ILL fees, checkout items that your library is lending, or checkin items at the end of the loan period.

This topic provides details about how to set up Tipasa and WorldShare Circulation integration.  All steps must be completed for the integration to work properly.

Service Configuration setup

To set up the integration, you need access to the OCLC Service Configuration. If you do not have access, ask your WorldShare Management Services (WMS) administrator, systems librarian or staff member in charge of configuration to assist with access and setup.

Summary and checklist of steps

Terminée Action dans Configuration des services Description
  Step 1: Policy considerations and setup Prior to enabling integration, review your Circulation Policies and configure your shelving location and borrowing institution patron account.
  Step 2: Enable WorldShare Circulation integration with Tipasa Using the ILL Settings section in the WMS Circulation module of the OCLC Service Configuration, enable integration and enter information about the borrowing institution patron barcode, the desired temporary item holding location and shelving location, and optional patron fee policies for ILL materials.
  Step 3: Edit your patron request form Add a Patron ID field to your patron request form for patrons to enter their patron barcode. This entry connects the request to the patron account and creates a hold request in WorldShare Circulation.
  Step 4: Activate integration After you have completed the above steps, activate Tipasa and WorldShare Circulation integration.

Step 1: Policy considerations and setup

The following circulation policies can be set in the WMS Circulation module or the WorldShare ILL module of Service Configuration. 

Review policies for Borrowing integration:

Determine the Item Holding Location and Shelving Location to be used for temporary items created in WorldShare Circulation.  This will determine which Circulation policies will be invoked for ILL requests as well as the location where the temporary item is checked in and the branch where holds are fulfilled.  This location will be entered into the ILL Settings section of the WorldShare Circulation module of the Service Configuration in Step 2.

Based on the chosen Holding Location and Shelving Location, review the following Circulation policies:

Politique Facteurs à considérer

Politiques pour avis de Circulation

Tipasa Notifications

Déterminez quels avis doivent être envoyés aux usagers.

Circulation notices:

  • Avis de facture
  • Avis de récupérer une réservation
  • Avis d'expiration de réservation sur rayons
  • Avis de document en retard
  • Avis de rappel

Tipasa notices:

  • Loan available for pickup
  • Item about to be due
  • Item overdue

 

Loan Limit Policy and Loan Limit Matrix

Tipasa renewals will not be automatically reflected in Circulation.  

To prevent patrons from being able to renew items in WorldCat Discovery, set the Renew Time Limit to zero (0).

To allow patrons to renew requests in My Account, see Patron Request Management.

Loan Policy and Loan Policy Map

Configurez les avis de facturation, de périodes de prêt, de renouvellements et de rappels pour les documents de PEB.

 Note. - Lors du prêt, la Date d'échéance sera la plus restrictive : la date d'échéance de la politique de circulation ou de la demande de PEB. 

Raison de facturation

Set up a Bill Reason to indicate the patron is being billed for ILL items.  

For ILL fees to be assessed, the associated Bill Reason must be set to Applies to anything under the Associated With setting.

Hold Fulfillment Policy and Hold Fulfillment Policy Map

Configurez les avis de récupérer le document réservé et la date d'expiration sur les rayons pour les documents de PEB.

 Note. - Lorsqu'une demande de réservation est reçue, la date d'expiration de la réservation sera la date la plus restrictive : la date d'expiration dans la Politique pour comblement de réservation ou la date d'échéance de Tipasa.  

Review policies for Lending integration:

Create a borrowing institution patron account in order to check-out materials that will be lent to other institutions via Tipasa.  

  1. Dans le module Administration, cliquez sur Gestion des usager, puis sur Nouvel usager.
  2. Remplissez les champs requis : Code-barres, Type d'usager et Succursale d'appartenance.
  3. (Facultatif)  Inscrivez une adresse électronique associée avec un compte d'employé pour recevoir les avis concernant les demandes de prêt.

When lending materials, you will use this account to check out your items to borrowing libraries.  When viewing the item in WorldShare Circulation, the Item Details will include the Request ID and the borrowing institution for additional reference.

Tipasa_Lending_circ_detail.png

Politique Facteurs à considérer

Politiques pour avis de Circulation

Tipasa Notifications

If desired, set up notifications for overdue materials to go to your borrowing institution patron account.  Determine which notifications should be sent to the borrowing institution.

Tipasa notices will be sent to the email address of the borrowing institution. 

  • Item about to be due
  • Item overdue (1st – 3rd notices)

Circulation notices will be sent to the email address included on the institution patron account set up by your institution.

  • Avis de facture
  • Avis de document en retard
  • Avis de rappel

Politiques de types d'usagers

Verify the settings for the Patron Type assigned to your borrowing institution patron account.

 Note:  All limits should be set to No Limit to avoid the account being blocked.

Loan Policy and Loan Policy Map

Determine billing, loan periods, renewals, and recalls for ILL items.

 Note:  The Due date will use the date specified by the lender in the ILL Request.

Step 2: Enable WorldShare Circulation integration with Tipasa

Use the ILL Settings section in the OCLC Service Configuration to enter settings related to Circulation information to be used with the Tipasa integration.

  1. From the WMS Circulation module in the OCLC Service Configuration, navigate to ILL Settings
  2. Under the Tipasa section, select Yes next to Enable.
  3. Enter the Required information:
     
    Champ Description
    Code-barres usager de l'établissement emprunteur The barcode for the borrowing institution patron account created in Step 1.  This barcode is used when items are checked out to be lent to borrowing institutions in Tipasa. 
    Localisation du document temporaire

    Designate the Hold Location for temporary items created within WorldShare Circulation.

    Items will be held at the designated location and may need to be routed to the patron's specified pick-up branch location.

    Emplacement du document temporaire

    Indiquez l'emplacement sur les rayons pour les documents temporaires créés dans Circulation WorldShare. 

    Temporary items will be created at the designated location. 

     Note: These settings are required for integration with both borrowing and lending in Tipasa.

  4. Optional.  If you are charging patron fees for your ILL material, enter the information in the Patron Fee section.  Use this section to apply billing policies for your ILL materials.

    If enabled, Patron bills are assessed when the lending library marks a request as Shipped.  The fee will appear in the Bills tab of the patron's Circulation record.  The Request ID will appear in the Bill note.
    • Lorsqu'un document est prêté, le système vérifie les rangées du tableau, dans l'ordre suivant, pour trouver les correspondances :
      1. De haut en bas (rangées).
      2. De gauche en droite (paramètres dans la rangée).
         
    • Patron Fee fields:
       
      Champ Description
      Politique d'usager Policies based on patron account limitations.  See Patron Type Policy for more information.  
      Type de demande Determine whether this policy is applicable to Loan or Copy requests.
      Raison de facturation

      Indiquez la raison de facturation applicable pour cette politique.  

      For ILL fees to be assessed, the associated Bill Reason must be set to Applies to anything under the Associated With setting.  

      See Bill Reason for more information. 

      Type de frais

      Indiquez le type de frais applicable :

      • Fixes
        • Un montant fixe, dans votre devise locale configurée dans WorldShare, est porté au le compte de l’usager.
      • Frais de prêt
        • The charge from the lending institution is assessed against the patron's account.
          •  If the currency of the lending charge differs from your local WMS currency, the fee will be a Fixed fee in your local WMS currency. Set the Lending Charge Alternative to determine this fixed fee amount.
      Montant des frais

      Indiquez le montant des frais fixes.

      This amount is charged to the patron regardless of the lending library's charge.

      Si vous ne voulez pas que des frais à l'usager soient calculés dans certains cas :

      • Sélectionnez Fixes pour Type de frais.
      • Inscrivez 0.00 comme Montant des frais.
      Alternative pour frais de prêt

      Configurez le montant des frais fixes dans la devise de la bibliothèque prêteuse si cette devise est différente de votre devise locale configurée dans WorldShare. 

      Si vous ne voulez pas que des frais à l'usager soient calculés dans certains cas :

      • Sélectionnez Fixes pour Type de frais.
      • Inscrivez 0.00 comme Montant des frais.

       
  5. Cliquez sur Enregistrer.

Step 3: Edit your patron request form

To use the integration with the Patron Request Form:

You must have your Patron Request Form configured with the Patron ID as a required and not editable field so that patrons are required to enter their patron barcode when submitting ILL requests. If you do not already have this field configured, complete the steps below. For additional information about editing the Patron Request Form, see Configure your patron request forms.

  1. Dans le menu de navigation de gauche, cliquez sur PEB WorldShare > Formulaires de demande des usagers
  2. Assurez-vous que votre formulaire contient un champ ID d'usager. Vous pouvez changer le nom de ce champ pour Code-barres de l'usager ou pour une autre appellation.
  3. Cochez la case Obligatoire pour le champ ID d'usager afin que ce champ soit rempli par l'usager pour qu'il soit en mesure de soumettre une demande. Si aucun ID d'usager n'est entré, ou si un ID d'usager invalide est entré, le processus d’intégration ne fonctionnera pas.
  4. Cliquez sur Enregistrer.

Pour utiliser l'intégration sans le Formulaire de demande des usagers :

If you do not use the patron request form to allow patrons to create their own requests, staff can supply the patron ID in the ILL request screen to trigger Tipasa-Circulation integration.

Step 4: Activate Tipasa and WorldShare Circulation integration

After you have completed the above steps, activate Tipasa and WorldShare Circulation integration.

 Mise en garde - L'activation des fonctionnalités de cet écran est la dernière étape.  L'intégration sera basée sur les paramètres configurés après l'enregistrement de cette page.

  1. Navigate to your WorldShare ILL module of the OCLC Service Configuration and select Tipasa WMS Integration.
  2. In the Circulation section, select the On check box next to Enable WMS Circulation integration
  3. Optional.  Configure additional options for Borrowing and/or Lending.
  4. Click Save.

 Note: If you had previously activated Circulation integration using the WorldShare ILL > Interlibrary Loan Options module, navigate to the Interlibrary Loan Options module and select Off after following the above steps.

Borrowing options:  
Configuration Description
Create circulation item record on received When the item is marked as Received in Tipasa, the temporary item is created in WorldShare Circulation.
Use supplier's shipped item barcode

The supplier's shipped item barcode is the barcode of the item as entered by the lending library into the request.  If enabled, the supplier's barcode is automatically updated in the Temporary barcode field of the borrowing request.  

 Note: The supplier's barcode can be overwritten in the request.

If the supplier does not enter a barcode in the request, you will need to manually enter one when receiving the item.  You can select whichever value you would like for the barcode, such as the barcode on the item or the Interlibrary Loan Request ID.

Use request ID as item barcode The request ID is a unique number assigned to your ILL request after it is submitted. If enabled, the request ID is automatically updated in the Temporary barcode field of the borrowing request.
 

 Note: The supplier's barcode can be overwritten in the request.

Check in item on returned When the item is updated to Returned in Tipasa, the temporary item is checked in to WorldShare Circulation.
Charge patron on shipped Automatically assess a patron fee when the lending library marks a request as Shipped / In Transit.

Lending options:  
Configuration Description
Check out item on shipped When Tipasa staff reply Yes to a request, the item is checked out to the borrowing institution patron account in WorldShare Circulation.  
Check in item on check in When the item is Checked in/Complete in Tipasa, it is checked in and appears available in WorldShare Circulation.

 

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