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OCLC Support

How can I tell which loan policy was applied to a checkout in WMS Circulation?

Applies to

  • WorldShare Circulation
  • WorldShare Management Services (WMS)

Answer

To see which loan policy was applied to a checkout, navigate to the patron's account in WorldShare Circulation, then click on the Checkout tab of the patron record. From here, you can use the Loan Policy column to see the loan policy that was applied when the item was checked out.

To enable the Loan Policy column:

  1. On the right side of the screen, click the Show columns button  Screenshot of the Show columns button in WorldShare Circulation .
  2. In the Show Columns window, click the checkbox next to Loan Policy
  3. Close the Show Columns window by clicking anywhere outside it.

Page ID

62640