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How do I add a branch location to our WMS?

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Applies to
  • WorldShare Circulation
  • WorldShare Acquisitions
Answer

Please read the entire article. The addition of a new branch/location to WorldShare Management Services requires coordination between the local library and OCLC Customer support. Once you are sure you want to add a new location, pull together the following pieces of information:

  • What display name do you want the new location to have? 
  • What Holding Code do you want the new location to have? 
  • What shelving locations will it have?
  • Do you want to be able to filter search results by the new location? 
  • Do you want this location to be a Hold pickup location?  
  • Will there be any loan policy differences for this location? 

Once you've gathered this information, follow these steps to start the process, please email OCLC Support with the following:

  • Desired Branch name
  • Desired Branch Holding code

OCLC Customer support will pass your information on to our Profiling staff so they can perform the steps needed on their side and get back to you when they're done. Once that is complete, you are ready to create the branch:

  1. Create a new WorldCat Registry record for the branch location in Service Configuration > WorldCat Registry > Create a New Institution.
  2. Once the new branch has been created in the WorldCat Registry, you'll be logged into your new branch's Service Configuration. Note down the Registry ID for the new branch. This will be next to the branch's name at the top of the Service Configuration.
    • Note: If the institution already exists, just note the Registry ID and send it in the email to us above.
  3. Now that you've created the registry record, you'll be logged into your new branch's Service Configuration. 
  4. Switch back to the main location using the Change button at the top of the Service Configuration. 
  5. Add a line to the Holding Codes Translation Table under WorldCat Discovery and WorldCat Local > Holding Codes & Shelving Location messages with the desired Holding Symbol, Holding Code, Display name, Shelving Scheme and Shelving Locations. 
    • Caution:
      • Be sure to add the branch's Registry ID under the Branch Registry ID Column.
      • You must specify at least one shelving location.
  6. At that point you can go into the Loan policy settings to add any lines you need for the site.
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15232