Set up integration

Before you begin

Open a Relais D2D support ticket to begin implementing NCIP integration with WMS. See Relais D2D for more information.
Verify that the WorldCat Registry has an entry for every library that you borrow from or lend to via Relais D2D.

Borrowing configuration

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. This location will be entered into the ILL Settings section of the WorldShare Circulation module of the Service Configuration in the final step of enabling integration.

Borrowing policy considerations

Policy	Considerations
Circulation Notification Policy	Determine which notifications to send to patrons. Circulation notices: Bill Notification Hold Pickup Notification Hold Shelf Expiry Notification Loan Overdue Notification Recall Notifications
Loan Policy Long Overdue Policy Loan Policy Map	Determine billing, loan periods, renewals, and recalls for ILL items.
Hold Limit Policy Hold Limit Matrix	Determine the number of items that can be placed on hold for your patrons.
Hold Request Policy Hold Request Policy Map	Determine how long hold requests remain active and the holds forwarding policy for libraries with multiple locations or branches. Note: Circulation will not notify Relais D2D if a borrowing hold expires.
Hold Fulfillment Policy Hold Fulfillment Policy Map	Determine pick-up notice and hold shelf expiration date for ILL items.
Hold Pickup Locations Map	D2D integration uses the pickup location specified by D2D. If no pickup location is specified, then WMS will use the requesting patron’s home branch as the pickup location for D2D holds. Ensure that holds created by D2D have valid pickup locations by including a row in the Hold Pickup Locations Map where the Holding Location and Shelving Location are the values used for temporary Tipasa items and all patron home branches and other possible pickup locations are represented in the Default Pickup Locations and/or Alternatives Pickup Locations.
Collection Type Policy	Determine item availability, hold fulfillment availability, and the reshelving period for items in your Item Holding Location and Shelving Location to be used for temporary items.

Lending configuration

Create one or more generic patron accounts in order to check-out materials that will be lent to other institutions.

From the Admin module, click on User Management and select New User.
Enter the required information: Barcode, Patron Type, and Home Branch.
- Patron Type can be used to impact how policies are mapped.
Optional. Enter an email address associated with a staff account to receive notifications about lending requests.

Lending policy considerations

Policy	Considerations
Circulation Notification Policy	If desired, set up notifications for overdue materials to go to the patron account setup for borrowing institutions. Circulation notices will be sent to the email address included on the institution patron account set up by your institution. Bill Notification Loan Overdue Notification Recall Notification
Patron Type Policy	You may wish to create a new Patron Type Policy specifically for the Relais D2D lending account(s). Note: All limits should be set to No Limit to avoid the account being blocked.
Loan Policy Loan Policy Map	Determine billing, loan periods, renewals, and recalls for ILL items.

Policy

Considerations

Circulation Notification Policy

If desired, set up notifications for overdue materials to go to the patron account setup for borrowing institutions.

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

Bill Notification
Loan Overdue Notification
Recall Notification

Patron Type Policy

You may wish to create a new Patron Type Policy specifically for the Relais D2D lending account(s).

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

Loan Policy

Loan Policy Map

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

Enable integration

After completing the above steps, enable Relais D2D integration.

Caution: Activating features on this page is the final step. Integration will be active based on the configured settings after this page is saved.

Navigate to the WMS Circulation module of the OCLC Service Configuration.
Select ILL Settings and locate the Relais D2D section.
Select Yes under Enable.
Specify the Temporary Item Holding Location and the Temporary Item Shelving Location.
Click Save.