OCLC

Step 1.

If you haven’t already done so, register with OCLC to use OCLC WorldCat Resource Sharing / OCLC WorldShare ILL. OCLC will send a an authorization and password. Once you have received this information, set up your defaults and constant data for borrowing and lending and enter your policy information in OCLC.  

Step 2. Update your home library record (OCLC info section)

1. Login to Library Registration.
2. Retrieve your home library record.  
3. Click Statistics.
4. Enter the information as described in the following table.
5. Click Update.
   

Step 3. Update the OCLC supplier record

1. Login to Library Registration (or Supplier Registration).
2. Retrieve the OCLC supplier record. (If no OCLC supplier record exists contact OCLC Support)
3. Update the information as described in the following table.
4. Click Update.
5. Click Connection.
6. Enter the information as described in the following table.  
7. Click Ok.

Step 4. Add a copyright statement to be included on all requests sent to OCLC.

1. Login to Library Registration (or Supplier Registration).
2. Retrieve the OCLC supplier record. (If no OCLC supplier record exists contact OCLC Support).
3. Click Copyright Statement (lower right of screen).
4. In the Copyright Statement box, enter Copyright Compliance: CCL or CCG.
5. Click Ok.
   

Step 5. Configure OCLC WorldCat as a searchable catalogue

1. Login to Administer Settings.
2. Select the Catalog Configuration tab.
3. Highlight WorldCat in the list of Catalogs. If WorldCat does not display as an option contact OCLC Support.
4. Enter the information as described in the following table.
5. Click Update.
   

Step 5a. Configure the indexes for OCLC WorldCat (if not already done)

Once Step 5 above is complete:

1. On the Catalog Configuration tab, click Indexes - Configure.
2. On the Phrase tab, select Use = 4 and check Manual.
3. On the Title tab, select Use = 4 and check Manual.
4. On the Author tab, select Use = 1003.
5. On the ISSN tab, select Use = 8.
6. On the ISBN tab, select Use = 7.
7. On the Control Num tab, select Use = 1007.
8. Click OK.
   

Step 6. Add WorldCat to Search Manual - Requesting

1. Login to Administer Settings.
2. Select the Application Settings tab.
3. Open the Pre-processing section.
4. Open the Search Manual section.
5. Highlight Search Manual - Requesting.
6. Click Edit Extended Settings.
7. Click Catalogs.
8. From the Catalogs dropdown, select WorldCat.
9. Click Add.
   

 Caution: WorldCat should not be included in the list of catalogs for Search Auto and so should be at the bottom of the list for Search Manual - if necessary use the up/down arrows to move it to the bottom of the list.

Step 7. Enable OCLC Number and OCLC Record Number as searchable fields in Query

1. Login to Administer Settings.
2. Select the Application Settings tab.
3. Open the Processing section.
4. Open the Login section.
5. Highlight the instance of Login to be updated. 
6. Click Edit Extended Settings to display Extended Login Settings.
7. Click Query Request to display Extended Query Requests Settings.
8. In the Exact Search Fields setting select:
   • OCLC Number and update the description (optional), then click Add.
   • OCLC Record Number and update the description (optional), then click Add.
   • These entries are added to the bottom of the list. Use the Up and Down arrows to adjust the order of the Exact Search fields as they display in Query Request.
9. Click Ok (lower right of the screen).
   
10. Close Login in order for the settings to take effect.
11. This process must be repeated for each instance of Login that requires the changes. 

Step 8. Configure the ILL Message Handler

Customers using the Relais Hosted Service should contact OCLC Support.

Step 9. Contact OCLC to arrange testing and to update your OCLC profile

Send the following information to ISOILL_Interop@oclc.org:

• Institution:
• Institution symbol:
• Role(s): Requestor or Supplier or both
• Software & Version:
• Domain: *
• Port: *
• Contact:
• Phone no.:
• Email address:
• Profile date:

 Note: For Hosted Service customers contact OCLC Support for the domain and port information.

When a Renewal Request is received via OCLC it is displayed in Review Alerts.

 Note: No Reply Yes/No button is displayed for OCLC Requests for Renewal. Use Loan Tracking to update the request as a Renewal indicating the new due date or select Renewal Refused. The information is sent back to OCLC.