By default, all users are opted out of borrowing history and will be shown an invitation to enable retention when viewing the Borrowing history tab for the first time. Please note that additional enhancements to Collection Type Policy will be released in July 2022, including the ability to move locations between policy rules and to quickly find the rule assigned to a specific location.Įach user controls the retention and display of their WorldShare Circulation borrowing history. You may wish to reorganize your policies by adding policy names, regrouping item locations into separate policies, etc.
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Contact OCLC Support with questions or for assistance with setup.įamiliarize yourself with the new Collection Type Policy screen in OCLC Service Configuration. If your library plans to enable WorldShare Circulation borrowing history for My Account, it is recommended to use the same retention period for Tipasa's Patron Data Retention and WMS's Patron Borrowing History.įor details, see Set up integration. If your library uses both Tipasa and WMS, we encourage you to verify that your integration is set up to best meet your needs. Therefore, you can enable/disable each feature separately, configure different retention periods, etc. Note: The new borrowing history feature is separate from the existing staff-facing transaction history. The data for each feature is stored and retained separately by WMS. Add or adjust your library's privacy notice to include information about borrowing history.Add a custom notification to My Account and WorldCat Discovery to advertise the new borrowing history feature.Review your current configuration for the other Circulation history features: Staff Transaction History and Notification History.
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If your library will use borrowing history, you may also want to: You will need to choose a retention period between 1 month and 5 years. Actionĭetermine if your library will enable the new patron-facing Borrowing history option for your users in My Account. These items require immediate action or decisions.