Q. Custom Holdings: Getting Started


Getting Started

General Strategies

The more lending libraries you can add to your custom holdings groups the more effective the operation, whether your priorities focus on reducing cost, faster turnaround times, preferred delivery (Odyssey, FedEx/UPS lenders, etc.), libraries that charge by IFM or Invoice, or libraries that offer extended due dates for loans.

Paths are customized sets of custom holdings lending groups that prioritize lenders according to your strategies, for example; free and regional/reciprocal library partners first, fast or inexpensive second, bound volume lenders, etc.

A reciprocal group is specific holdings group for each library to include libraries that sign a mutual agreement to not charge each other. This reduces billing processing, saves staff time, and reduces overall cost of ILL operations.

Libraries Very Interested in Sharing (LVIS) agree not to charge each other, and as such, very effectively lower the cost of ILL and reduce staff time involved with billing (for more details, see the LVIS website).

Because custom holdings takes time to customize and lender policies change periodically, a best practice is to update the groups every year.

[workflow screenshots to worldshare need updating]

The following table is an example of how you might organize your Custom Holdings.





IDS Project (consortium)

IDS Project (consortium)


Regional reciprocal group (e.g. NY3R)

Reciprocal Odyssey libraries


State reciprocal group

Free Odyssey libraries (e.g. LVIS)


Regional LVIS libraries

Free Email/Article Exchange libraries


Libraries charging <= $5 IFM

Libraries charging <= $5 IFM


Libraries charging $5-$10 IFM

Libraries charging $5-$10 IFM


Some libraries break groups out extensively by cost, while others cluster them together in smaller Customs Holdings Groups (e.g. $5-$10IFM, $11IFM-$15IFM).


Step 2. Create custom holdings paths

Once your groups are created, you need to arrange them in a path. In the ILLiad client, open the System ribbon and click on Resource Sharing Settings. The Custom Holdings Path tab should appear.


To create a new path, simply click the New Path button. Otherwise, select the path you wish to edit from the Name drop-down menu.


Next, drag and drop groups between the Selected Groups and Available Groups columns to add or remove groups from the path. To rearrange the order of the groups in the path, drag and drop them in the desired order. When finished, click the Save button in the ribbon.


Step 3. Choose your default paths for loans and copies

In ILLiad, you can set a default Path for article and loan requests. This enables staff to simply press Ctrl+H to initiate a custom holdings view of possible lenders after selecting a matching title in OCLC.


Logon to the Customization Manager and select System and then OCLC. Next, click on OCLCILLArticleHoldingsPath and for the key value, enter the name of the custom holdings path you want to use for articles. Then click the Save button. Repeat this step for loans by setting the key value for OCLCILLLoanHoldingPath.



  • Last Updated Jul 13, 2016
  • Views 291
  • Answered By Angela Galvan

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