Holdings groups: Custom holdings paths

Configure Custom holdings paths

 Notes: 

• Groups are applied to the request in the order set under Groups chosen for this path.  To alter the order of the selected groups, move each group to the preferred placement. 
• The OCLC symbols contained within a Custom Holdings Group are sorted by turnaround time. Refer to Turnaround time for more information.
• Groups added to a path will indicate whether they are Custom or Profiled.

To add a custom holdings path:

1. Navigate to WorldShare ILL > Holdings groups > Custom holdings paths tab in the Service Configuration.
2. Click Create custom holdings path.
3. Enter the path Name, and optionally, a Description.
4. In the Select groups for this path field, select the groups you want to include from the available Custom holdings groups or the available Profiled groups
   1. To search available groups, enter a term in the search box.
   2. To select from Custom Holdings Groups, click the Custom holdings group drop-down menu.
      • Custom holdings groups are locally configured groups that contain the OCLC symbols of preferred lenders for a particular category of borrowing activities. See Custom Holdings Groups for more information.
   3. Click the name of a group to select it, then click the right-facing arrow to move it to the Selected groups for this path field. Custom groups will be marked as Custom in the Selected groups for this path list. 
5.  To select from Profiled Groups, click the Profiled groups drop-down menu.
   • Profiled Groups and ERGs: Members of Profiled Groups are automatically updated by OCLC. See the OCLC Policies Directory, OCLC profiled groups for information on the available Profiled Groups. A similar type of Group called Enhanced Requestability Groups (ERGs) is available to library groups that subscribe to Resource Sharing for Groups. ERGs appear in the same lists as Profiled Groups, except that they are only available to be used by members of library groups who have a Resource Sharing for Groups subscription. ERGs are clearly identifiable as Enhanced Requestability Groups once they are clicked on and added to a Custom Holdings Path.
     • Enhanced Requestability Groups (ERGs) are Profiled Groups with an improved requestability response for participating group members. In order to improve fill rates and speed in-group fulfillment for group members, when the ERG group symbol is used to identify lenders and resulting lender key is informed by:
       1. Item availability
       2. Collection profiling
       3. Lender to borrower turnaround rate
       4. The group's custom load leveling
     • Custom Holdings Paths that contain Profiled Groups can only be completely applied via automations configured in the Automated Request Manager.  Lenders in a Profiled Group will only be added to a lender string if it is built through automation. To build a lender string that includes a Profiled Group in a Custom Holdings Path, configure an automation in Automated Request Manager. 
     • If you manually limit holdings to a Custom Holdings Path in the WorldShare Interlibrary Loan staff interface that contains a Profiled Group, lenders from the Profiled Group will not be added to the lender string.
       • To build a partial lender string from the current Custom Holdings Path that does not include symbols from the Profiled Group, click OK on the warning message.
       • Or, click Cancel to close this window and either manually route this request to automation or select a different Custom Holdings Path.
     • Adding more than 5 Profiled Groups to one Custom Holdings Path may produce a page time out in Service Configuration. The groups will be added to the Custom Holdings Path, but you may see an error when saving.
6. Click the name of a Profiled group to select it, then click the right-facing arrow to move it to the Selected groups for this path field. Profiled groups will be marked as Profiled in the Selected groups for this path list. 
7. Groups are applied to the request in the order set in Selected groups for this path. To move a group within this field, click the name of the group and use the Up/Down arrows below the list to change the selected group's order in the list. 
8. To remove a group from the Selected groups for this path list, click the name of the group and then click the left-facing arrow to remove it.
9. To remove all groups from the Selected groups for this path list, click Remove all below the list. 
10. Once all changes have been made, click Save.

To edit a custom holdings path:

1. In the Actions column for the path to be edited, click the pencil icon (delete).
2. Add, delete, or reorder groups in the path using the steps outlined above. 
3. Click Save.

To delete a custom holdings path:

1. In the Actions column for the path to be deleted, click the trash can (delete) button.
2. A confirmation message will appear. 
3. On the confirmation window, click Delete.

Custom Holdings Paths fields

Note: Required fields are marked with an asterisk (*).