Skip to main content
OCLC Support

Where can I add or remove shelving locations?

  1. Last updated
  2. Save as PDF
Applies to
  • WorldCat Discovery
  • WorldShare Circulation
Answer

To add, edit, or remove Shelving Locations:

  1. Log in to the OCLC Service Configuration Module.
  2. Click WorldCat Discovery and WorldCat Local.
  3. Click Holding Codes & Shelving Location Messages.
  4. If at any time you are not sure if you have made an error, click the Cancel button at the bottom of the page and start again.
  5. It is recommended that you save a copy of the table as-is before you do any editing.
    1. To save a copy of the current entries in the table, highlight the text inside the Shelving Locations column for the Holding Location you are working with.
    2. Right-click the highlighted text and copy this information into your computer's clipboard.
    3. Open Notepad or another editor that does not add any kind of formatting when you save.
    4. Paste the contents of this shelving location into the document and save it where you can find it again.

In the example below, we are editing the shelving locations in the MAIN location/branch.

clipboard_e420206a41b79b2bc007235eeee0a8f9c.png

clipboard_e641883dbc36ab658cf3266c3c0746232.png

To edit entries in the Shelving Locations column:

  1. Click the three dots in the Actions column next to the Shelving Locations column you are working with, then click Edit.
  2. From here, you can make changes to the names of the Shelving Locations and add or remove locations as desired.
  3. To apply your changes, click ✓ (apply) in the Actions column, or X (cancel) to discard your changes. 
  4. Click Save Changes at the bottom of the page.

Note: Order matters: Apply (✓) first, then Save. Applying does not save the page.

Once you create a location here, it will be available to select in WorldShare Management Circulation (it can take several minutes to be active).

 

Additional Steps to Take:

Verify that the appropriate loan policy exists for the new shelving location using the steps below.

  1.  Click on WMS Circulation in the middle of the navigation menu of the Service Configuration Module.
  2.  Click on the Loans option in the WorldShare Circulation list.
  3. Click on Loan Policy and verify that the loan policy you want assigned to the new shelf exists. Click Create New in the upper right-hand corner to create and save a new policy if needed. Please see Loan Policy for more information regarding loan policy set-up.
  4. Click on WMS Circulation >  Loans > Loan Policy Map.
  5. Add lines to the Loan Policy Map to pick up loans for the new shelving location and route them to the correct loan policy.  Please see Loan Policy Map for more information on these settings.
  6. Click on the Save button to save your changes to the Loan Policy Map.

Note: It is important to remember that the system reads the Loan Policy Map from left to right and top to bottom. When you add new lines, you generally want the more restrictive rules closer to the top.

Page ID
12521