Circulation rollout plan
Understand circulation workflows
☐ Attend and participate in implementation cohort sessions and discussions related to Circulation Workflows.
☐ Attend live instructor-led training or view recorded training, videos, and exercises.
☐ Review WorldShare Circulation online help.
Understand and configure circulation policies
☐ Attend and participate in implementation cohort sessions and discussions related to Circulation Policies.
☐ Watch WorldShare Circulation: Basics of Circulation Configuration.
☐ Review Circulation policies and setting dependencies.
☐ Use the Circulation configuration spreadsheet to map out your policies in advance.
☐ Review Service Configuration online help as you work through each WMS Circulation section.
☐ Work with your implementation manager to determine when you can start setting policies in Service Configuration.
☐ Determine who will be responsible for configuring and maintaining policies locally and make sure they have access to Service Configuration.
☐ Configure and test your circulation policies.
Prepare to go live with WMS Circulation
☐ Assign appropriate circulation roles to staff accounts.
☐ Set up SIP2 client integration for self-checkout service (if applicable).
☐ Set up debt collection integration with Unique Management Services (if applicable).
☐ Set up your Offline Circulation client.
☐ Set up your POS printer.
☐ Set up ILL / Circulation integration.
☐ Share the override credentials provided by your Implementation Manager with other staff members as needed.
☐ Workflow for processing hold requests from the pull list.
☐ Workflow for processing expired holds that were not picked up.
☐ Utilize the Circulation reports in WorldShare Reports.
☐ Utilize the SFTP circulation reports.
☐ Utilize the Digby mobile app for Circulation.
☐ Workflow for completing an item inventory.
☐ Course reserves.