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Address Book - OCLC Support
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The quality and accuracy of machine translation can vary significantly from one text to another. Read the page in original English <a onclick="goToLanguage('en')">here</a>.</div> <script type="text/javascript">/*<![CDATA[*/ // Determine if machine translation message should be shown function displayMachineTranslationMessage() { // Show if Italian, excluding certain pages if (thisSiteLanguage == 'it' && !document.querySelector('.columbia-page-home')) { document.querySelector('#machine-translation-message').style.display = null; } } displayMachineTranslationMessage();/*]]>*/</script> </div> <div class="mt-content-side"></div> <div id="mt-toc-container" data-title="Table of contents" data-collapsed="true"> <button class="mt-toggle mt-summary-toggle ui-button-icon mt-toggle-expand">Table of contents</button> <div class="mt-toc-content mt-collapsible-section mt-toc-hide"> <ol><li><a href="#Branches" rel="internal">Branches</a></li><li><a href="#Partners" rel="internal">Partners</a></li></ol> </div> </div> <div id="page-top"> <div id="topic"> <div id="pageText"><div class="mt-contentreuse-widget" data-page="Resource_Sharing/WorldShare_Interlibrary_Loan/OCLC_Service_Configuration/115Address_Book" data-section="" data-show="false"> <div class="mt-include" id="s46004"> <div class="mt-page-summary"><div class="mt-page-overview">Learn how to enter contact information for your institution's branches, as well as how to add details about off-system borrowers and lenders.</div></div> <div mt-section-origin="Resource_Sharing/WorldShare_Interlibrary_Loan/OCLC_Service_Configuration/115Address_Book" class="mt-section" id="section_1"><span id="Branches"></span><h2 id="Branches-46004">Branches</h2> <p>This is an advanced setting available to Tipasa subscribers. If you are a Tipasa library, refer to <a title="Address Book" href="https://help.oclc.org/Resource_Sharing/Tipasa/OCLC_Service_Configuration/115Address_Book" rel="internal">Tipasa, Address Book</a>.</p> </div><div mt-section-origin="Resource_Sharing/WorldShare_Interlibrary_Loan/OCLC_Service_Configuration/115Address_Book" class="mt-section" id="section_2"><span id="Partners"></span><h2 id="Partners-46004">Partners</h2> <p>Create and maintain details about off-system institutions that you borrow from and lend to in order to automatically populate the partner details in your off-system borrowing and lending requests. Entries must be created in the Partners tab before they are able to use the partner in an off-system request. Refer to <a title="Off-System Requesting" href="https://help.oclc.org/Resource_Sharing/WorldShare_Interlibrary_Loan/Off-System_Requesting" rel="internal">Off-System Requesting</a> for more information.</p> <p>Partners cannot be deleted once created, but they can be flagged as inactive so that they cannot be included in future transactions.</p> <p>Use the search box to search by Partner Name, Alternate Name, Partner Symbol, and OCLC Symbol.</p> <p><span class="mt-icon-info2"> </span>Note: There is a limit of 8,000 active partners.</p> <p>To add a library partner to the Address book:</p> <ol> <li>Select the <strong>Partners </strong>tab.</li> <li>Select the <strong>Add Partner</strong> button.</li> <li>From the New Partner screen, enter the information about the library partner's identity in the following sections:Partner Information</li> </ol> <ul class="mt-indent-1"> <li>Partner Information <ul> <li><span class="mt-icon-info2"> </span>Notes: <ul> <li>Must include the Partner Name, Partner Symbol, and ILL Email.</li> <li>Each partner record must have a unique Partner Name and Partner Symbol.<br /> <table class="mt-responsive-table"> <thead> <tr> <th class="mt-column-width-20" scope="col" style="vertical-align:middle;">Setting</th> <th class="mt-column-width-80" scope="col" style="vertical-align:middle;">Description</th> </tr> <tr> <td class="mt-column-width-20" data-th="Setting" style="vertical-align:middle;"><strong>Partner Name</strong></td> <td class="mt-column-width-80" data-th="Description" style="vertical-align:middle;"> <p>Required.</p> <p>Name of the partner institution. </p> </td> </tr> <tr> <td class="mt-column-width-20" data-th="Setting" style="vertical-align:middle;"><strong>Alternate Name</strong></td> <td class="mt-column-width-80" data-th="Description" style="vertical-align:middle;">Alternate name for the partner institution</td> </tr> <tr> <td class="mt-column-width-20" data-th="Setting" style="vertical-align:middle;"><strong>Partner Symbol</strong></td> <td class="mt-column-width-80" data-th="Description" style="vertical-align:middle;"> <p>Required.</p> <p>For Partner Symbol, enter a well-known symbol such as an ISIL (International Standard Identifier for Libraries) or OCLC number. Otherwise, create a mnemonic for this institution based on its name. The symbol cannot be changed after creation. The OCLC Symbol must:</p> <ul> <li>Be between 3-20 characters in length. Valid characters are A-Z, 1-9, # / : - @ $</li> <li>Belong to an institution that is set as a non-supplier </li> <li>Not be currently configured for ISO 10161 or ISO 18626</li> <li>Not be a special symbol like "RAPID" or "OFSYS"</li> <li>Not already be linked to another partner record</li> </ul> <p> </p> </td> </tr> <tr> <td class="mt-column-width-20" data-th="Setting" style="vertical-align:middle;"><strong>ILL Email</strong></td> <td class="mt-column-width-80" data-th="Description" style="vertical-align:middle;"> <p>Required.</p> <p>Email address for the partner institution. </p> </td> </tr> <tr> <td class="mt-column-width-20" data-th="Setting" style="vertical-align:middle;"><strong>Role</strong></td> <td class="mt-column-width-80" data-th="Description" style="vertical-align:middle;"> <p>Choose the role of the institution. Options include</p> <ul> <li>Borrower and Lender</li> <li>Borrower</li> <li>Lender</li> </ul> </td> </tr> <tr> <td class="mt-column-width-20" data-th="Setting" style="vertical-align:middle;"><strong>Days to Respond (Copy)</strong></td> <td class="mt-column-width-80" data-th="Description" style="vertical-align:middle;">The number of days the copy request will remain with the partner institution.</td> </tr> <tr> <td class="mt-column-width-20" data-th="Setting" style="vertical-align:middle;"><strong>Days to Respond (Loans)</strong></td> <td class="mt-column-width-80" data-th="Description" style="vertical-align:middle;">The number of days the loan request will remain with the partner institution.</td> </tr> <tr> <td class="mt-column-width-20" data-th="Setting" style="vertical-align:middle;"><strong>Online Catalog Link</strong></td> <td class="mt-column-width-80" data-th="Description" style="vertical-align:middle;">The online catalog link for the institution.</td> </tr> </thead> </table> </li> </ul> </li> </ul> </li> </ul> <ul class="mt-indent-1"> <li>Locale <ul> <li> <p>The Locale will default to the creating library's information. If the partner is in a different locale to that of the creating library, manually change the local details using the drop-downs for Country and Language.</p> </li> </ul> </li> <li>Shipping Address</li> <li>Billing Address</li> <li>Return Address</li> <li>Contact Address</li> <li>Notes</li> </ul> <ol start="4"> <li> <p>Click <strong>Save</strong>.</p> </li> </ol> </div></div> </div> <p> </p> </div> </div> </div> <div class="mt-content-footer"> <p> </p> </div> <ol class="grape-meta-data grape-meta-article-navigation"> <li class="grape-back-to-top"><a class="mt-icon-back-to-top" href="#title" id="mt-back-to-top" title="Jump back to top of this article">Back to top</a></li> <li class="grape-article-pagination"><ul class="mt-article-pagination"> <li class="mt-pagination-previous"> <a class="mt-icon-previous-article" href="https://help.oclc.org/Resource_Sharing/Resource_Sharing_for_Groups/OCLC_Service_Configuration_Resource_Sharing_for_Groups/065Patron_Settings" title="Patron 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