Circolazione WorldShare
WorldShare Circulation facilita la richiesta, il prestito e l'elaborazione di articoli fisici ai clienti idonei e alle istituzioni affiliate.
- Configurazione del servizio OCLC - Circolazione WMS
- Le impostazioni amministrative per WorldShare Circulation si trovano in OCLC Service Configuration. In OCLC Service Configuration > WMS Circulation è possibile impostare le politiche di circolazione.
- Scoprire
- Scoprite come controllare i materiali.
- Scoprire
- Controlla le eccezioni
- Modifica della data di scadenza
- Modifica dello stato del prestito
- Rinnovare gli articoli
- Articoli da rinnovare in blocco
- Legacy interface: Download and run the offline circulation client
- Legacy interface: Use offline circulation and upload transactions
- Modernized interface: Download and use the offline client
- Arrivo
- Scoprite come effettuare il check-in dei materiali.
- Articoli in arrivo
- Eccezioni al check-in
- Inventory and Soft check in
- Lavorare con le multe per gli articoli registrati
- Legacy interface: Download and run the offline circulation client
- Legacy interface: Use offline circulation and upload transactions
- Modernized interface: Download and use the offline client
- Gestione dei patroni
- In Circolazione, scoprirete come ricercare gli account dei clienti per assistere le attività di circolazione, creare nuovi clienti e lavorare con le bollette e le multe.
- Dettagli del record del patrono
- Creare un nuovo mecenate
- Eliminare l'account del mecenate
- Modifica dei codici a barre degli avventori
- Note sul patrono
- Storia del patrono
- Gestire le fatture dei clienti
- Bloccare un cliente
- Sospendere gli avventori
- Mecenati per delega
- Gestire le iscrizioni alla biblioteca
- Modernized interface: Contact patron
- Gestione dei detenuti
- Scoprite come inserire ed eliminare le trattenute dai record bibliografici, dai record degli articoli e dagli account degli utenti.
- Gestione degli articoli
- Scoprire le procedure per le attività che si possono eseguire (ad esempio, cercare articoli, modificare articoli, aggiungere articoli temporanei, ecc.
- Scoprire gli articoli
- Impostare le preferenze di ricerca
- Aggiungi articoli
- Visualizzare e utilizzare i record degli articoli di serie
- Gestire i problemi di serie
- Gestione dei contenitori
- Modifica articoli
- Note sull'articolo
- Eliminare gli elementi
- Cambiare la posizione di più elementi
- Controllare lo stato o la posizione dell'articolo
- Stato ritirato
- Richieste di risarcimento perse, restituite, mai avute
- Visualizza la cronologia degli articoli
- Visualizza la cronologia delle modifiche di LHR
- Visualizzare le statistiche e i promemoria inviati
- Le mie etichette
- Imparate a creare etichette per i dorsi a partire dalle informazioni contenute in un record bibliografico MARC 21 WorldCat o in un record del patrimonio locale. L'elenco delle etichette è visualizzabile solo da voi e non da altri utenti della vostra istituzione.
- Prenotazione delle camere
- Utilizzate la funzione di programmazione delle sale per gestire le sale della vostra biblioteca e creare eventi (prenotazioni) per i clienti.
- Lavori programmati
- Trovate informazioni sull'uso del WMS Patron System Bill Connector per creare e gestire i lavori di esportazione delle fatture della vostra biblioteca per condividere le informazioni sulle spese e le multe degli utenti con sistemi esterni a WMS.
- Il mio account
- Scoprite come gli utenti della biblioteca possono accedere ai loro account per rinnovare gli articoli, rimuovere e modificare le trattenute e visualizzare le multe in WorldCat Discovery.
- Gruppo consapevole per i consorzi
- Group aware è per i consorzi e i gruppi di biblioteche che utilizzano WorldShare Management Services. Group aware collega le singole istituzioni attraverso le loro istanze WorldShare per condividere i dati tra il gruppo. Consente di integrare le funzioni di circolazione tra i gruppi, mantenendo al contempo le politiche, gli articoli e i clienti specifici della vostra istituzione.
- Integrazioni
- Scoprite come impostare le vostre politiche di circolazione con OCLC Service Configuration.
- WMS Z39.50
- Informazioni sull'utilizzo della ricerca WMS Z39.50.
- Riferimento
- Risorse aggiuntive per Gli utenti di WorldShare Circulation.
- WorldShare Circulation release notes and known issues
- Find WorldShare Circulation release notes and known issues. Release notes are documents that contain information about new product features and enhancements as installed in scheduled releases.
- WorldShare Circulation training
- Find training on WorldShare Circulation.
- Centro comunitario OCLC: Comunità di circolazione WorldShare
- Ulteriori informazioni sul Centro comunitario. Gli attuali utenti del prodotto Circulation possono iscriversi all'OCLC Community Center per entrare in contatto con colleghi e personale OCLC sui flussi di lavoro del prodotto, partecipare a webinar e fornire feedback sul prodotto.
- Troubleshooting
- Find frequently asked questions (FAQ) and troubleshooting steps (Troubleshooting).
- 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.
- A pickup location or branch is not showing as an available Pick Up Option
- Barcode searches bring up item in some places, but not in others
- Can a shelving location be changed in bulk to a different shelving location?
- Can Digby support check digits in barcodes?
- Can I change multiple items to missing through a bulk update?
- Can I change the branch for my current WorldShare session?
- 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 staff with the Student Worker Circulation or Student Worker Restricted role mark items as Missing?
- Can we add a cost to an individual item?
- Can we make our own item material types?
- Can we restore an item that was accidentally withdrawn?
- 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?
- Does the hold pickup notification email include the title information and pickup location?
- Does WMS support inventorying via the SIP2 protocol?
- Do items that are checked in through Digby show up only in the “Soft checkout” statistics?
- Dropdown display too small in Edit Item Details screen
- Error deleting entry for Long Overdue and Lost Policy
- Error in Digby saying your profile lacks sufficient permissions to use this app
- Featured WorldShare Circulation Troubleshooting articles
- Fines are being accrued despite a grace period being in place. Why is this?
- For Digby "Remove All Items", When it says: “ inventoried items cannot be retrieved once removed from this list” What list is it referencing?
- How can I change the date format in WorldShare Circulation?
- 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 all current Circulation patron accounts?
- 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?
- How can I identify duplicates in the Circulation Item Inventory Report within Excel?
- How can I see a list of all our blocked patrons?
- How can I tell if my institution is set up for SIP2?
- 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?
- How do I add a new patron type?
- 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
- How do I make a shelving location non-circulating?
- 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.
- How do I set my open hours to go past midnight?
- 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?
- How do we stop overdue fines from being created, on overdue items?
- 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?
- I'm getting a prompt to create a temporary item when I'm trying to check out an ILL item to a patron
- If an item with fines on it is withdrawn and purged, do the fines remain on the patron's account?
- If a scanned item has a status such as billed or paid, but is found in the library and scanned with Digby, will the app alert us to this?
- If a scanned item is checked out, will it be checked in via the app?
- If I am paying multiple bills in one transaction and the full amount is not tendered, which bill is paid in full?
- If we scan an item during a Digby inventory and no match is found, is that exception found in any reports?
- If you manually renew items beyond a user's expiry date, will the date revert?
- I'm unable to log in to the Digby app on my iPhone
- When renewing an item in My Account, can I see at a glance if an item is reserved?
- Is Digby training available?
- 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 automatically batch release deprecated user barcodes?
- 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."?
- I am unable to log in to the SFTP server.
- I am unable to sign in to Service Configuration using my OCLC Services Account
- I am unfamiliar with a barcode being 'deprecated', what does that mean?
- I am using Digby shelf-read to update an item status, but it isn't working.
- 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?
- I have set open hours for our library to close at 6pm, but our due dates are still showing as 11:59pm on the following day rather than 6pm.
- I need a list of the temporary item records for my institution
- I need my Circulation Override Credentials
- Why was a patron not removed after submitting a bulk delete file?
- Patrons are reporting not being able to put holds on items.
- Patron unable to login to my account, they receive the error message "The login system failed with error: Problem processing ACS Response in IDM Bridge"
- Renewal despite existing hold request
- Requested holding cannot be found error
- Server Communication Failed error when adding item record
- SIP2 custom messages from WMS are displaying in English when we want a different language
- Some items are missing their barcodes in the Circulation Item Inventories report
- Strange order in hold request list
- Temporary item data is not being sent through SIP2.
- 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.
- We noticed that the date printed on a retrieval slip was incorrect even though the date on the bib record was correct.
- We would like to enable authentication for SIP2 circulation transactions, which authentication services are supported?
- What causes orphan holds to appear against a patron's 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?
- What happens to the "claimed lost" counter on a patron record if the withdrawn item is never checked-in before being purged from the system ?
- 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 best way to remove a barcode for preserving Circulation statistics?
- 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 I try to search for an item in WorldShare Circulation I get a system error stating "unable to perform the search"
- 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 a message that says the loan policy prevents this item from being circulated when trying to check it out?
- 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?
- Why are changes made to the OPAC Statuses, Locations and Circulation Policies grid not taking effect?
- 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?
- Why are items renewing from today's date instead of from the original due date as we have it set up?
- Why are Pull List items showing up later than their request date?
- Why are items that are received in Acquisitions going straight to an Available status?
- Why are my changes to email notifications not saving?
- 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 an item have a "Recall" status even after the hold has been canceled or has expired?
- Why does a print periodical record not show up in our weekly inventory file?
- Why does Digby crash after a few scans?
- Why does more than one item come up when I search for a barcode?
- 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?
- Why does the Shelving location field appear red when I'm trying to set up a new rule in the Loan Policy Map?
- Why don't I see a button on the checkout or item edit screen?
- Why do deleted items still display with a status of Withdrawn, when they should be purged?
- Why do I see a reshelving message when scanning an item in the right location using Digby's Read Shelf feature?
- Why do multiple items show when I search for a barcode?
- Why isn't updated bibliographic information showing on my Item Inventories report?
- 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?
- Why is my loan policy not being applied correctly?
- 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 patron information missing from the Clear Hold Shelf report?
- 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 material format for print book listed as "book_digital" in my Circulation Item Inventories report?
- 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