Just as we centralized and consolidated ordering and support services to OCLC in July 2009, we will transition OCLC billing services to OCLC. Beginning in July 2012, you will receive your OCLC billing directly from OCLC. We are working together to make sure there are no interruptions to your invoices or your OCLC services during this transition.
Here are answers to some frequently asked questions about this transition to help you prepare for the change.
Consolidating and centralizing administrative services enables us to contain our costs and prices, while continuing to find new and innovative approaches to service delivery, training and support that best meet your needs.
We will automatically begin the transition of billing for your OCLC services. You will receive your last OCLC invoice from your OCLC service partner in July 2012 for June 2012 services. If your library needs additional assistance with this transition, please contact Becky Hurley, Director of Order Services at OCLC, firstname.lastname@example.org, or at 1-800-848-5878, ext. 4316, and we will be happy to work with you. You may also contact email@example.com.
We will continue to keep you up to date on this transition. We are committed to making this transition a smooth one for every member. Your purchasing department may require administrative changes to transition your billing and/or deposit account to OCLC by June 30, 2012. You may also wish to set up an account on OCLC’s Online Service Center or open a deposit account with OCLC. You may also have remaining funds on deposit with your service partner; you will need to contact your service partner to request a refund or transfer these funds to OCLC.
OCLC will mail renewal notifications for OCLC Cataloging, WorldCat Resource Sharing and Access to libraries in late March or early April.
No. There are no membership fees associated with the purchase of any OCLC product or service from OCLC.
You may view a list of OCLC’s services on the OCLC website.
To obtain a quote for any services from a service partner or to place an order, please contact your service partner.
Effective July 1, 2012, please contact OCLC’s Order Services department at firstname.lastname@example.org, or call them at 1-800-848-5878 to place orders for OCLC services. If you would like to obtain a quote for OCLC services, please send an e-mail to email@example.com.
The remit address is OCLC, Inc., #774412, 4412 Solutions Center, Chicago, IL 60677-4004.
OCLC offers member libraries online account management and billing services for all products and services through the Online Service Center (OSC). You can view usage details online and edit information about contacts, addresses, e-mails, etc. There is also a Billing Information section that provides online viewing and printing of invoices and statements.
If your organization does not already have an OSC account, you can set one up. If you need assistance accessing your account, a Customer Support consultant can assist you (1-800-848-5800 or firstname.lastname@example.org).
Additionally, OCLC offers early payment discounts and access to your account information, invoices and statements online. OCLC will also continue to manage your annual subscriptions and will send you notification of renewals.
Your institution already has an account number with OCLC because you have been receiving OCLC services through your service partner. Once the billing transitions, your OCLC account number will appear on your OCLC invoice. You may also obtain your account number information in the OCLC Online Service Center, or by calling OCLC Customer Support at 1-800-848-5800.
OCLC can provide you with details on where to submit a purchase order or get you started on signing a new service agreement. You may download a W9 from the transition landing page. Please contact Becky Hurley at email@example.com, or at 1-800-848-5878, ext. 4316 for any transition-related needs.
You will receive your OCLC invoice in the same manner you have been receiving invoices from your service partner. If you currently receive invoices by e-mail from your partner, OCLC will e-mail your invoice. Similarly, if you receive your invoice in the mail, OCLC will mail your invoice. You may opt-out of paper invoices in OCLC’s Online Service Center. You will also receive an e-mail notifying you that your invoice is available. The e-mail will also include a link to the invoice. This e-mail will be sent to the billing contact you have designated for your account in the Online Service Center. You may update your billing contact in the Online Service Center.
Yes, the invoice shows the date by when you must pay to receive the prompt pay discount and the amount of the discount.
Yes, OCLC accepts American Express, Visa and MasterCard. There is no additional charge if you choose to pay by credit card.
The maximum charge that can be paid with a credit card is $10,000 USD per transaction. There is no minimum.
OCLC will provide webinars to assist you with the transition. These webinars will cover how to access your OCLC account via the OSC, how to read your OCLC invoice and how to obtain billing support from OCLC. Please visit the transition landing page to see the schedule or to listen to a previously recorded session. You may also view the Frequently Asked Questions about the OSC.
Remaining deposit funds for OCLC services will not be transferred to OCLC automatically. To transfer any remaining funds for OCLC services from your service partner to OCLC, you will need to contact your service partner to request the transfer. This transfer of funds will be made after your service partner has completed June billing for OCLC services in July. Your service partner will continue to manage deposit account funds for members after that date for the full range of its programs, services and products.
OCLC deposit accounts are optional. If you have remaining OCLC funds with your service partner and ask your service partner to transfer the funds to OCLC, OCLC will use those funds to open a deposit account after your service partner completes June 2012 billing. If you do not have remaining OCLC funds with your service partner, please see “How do I set up a deposit account with OCLC?” if you are interested in opening a deposit account with OCLC.
Your library may choose whether or not to set up a Subscription Deposit account with OCLC. If you decide to participate in this optional program once your OCLC billing takes effect in July 2012, payment of monthly invoices will be automatically withdrawn from your subscription deposit balance and your library will earn a credit (currently earning 4% APR), based on the average daily balance of funds in the account over a one-month period. If you set up a deposit account with OCLC, it will not affect your membership or deposit account with your service partner.
If you wish to establish a new OCLC Subscription Deposit account, please complete an OCLC deposit account form and submit it with a check to OCLC to open your deposit account. You may also wire funds to OCLC to establish your deposit account. OCLC cannot accept credit card payments to fund a deposit account.
If you are working with your service partner to transfer any remaining OCLC-allocated funds, you will not need to complete the OCLC form.
You may set up an OCLC subscription deposit account at any time. If you would like this to begin with your July billing activity, funds must be on deposit with OCLC by July 31, 2012.
No, OCLC does not require a minimum balance on its deposit accounts.
OCLC’s prompt payment discount does not apply to deposit accounts. Deposit accounts earn a credit (currently 4% APR), based on the average daily balance of funds in the account over a one-month period.
No, all of OCLC’s deposit accounts earn a credit (currently 4% APR), based on the average daily balance of funds in the account over a one-month period.
Yes, when you set up the deposit account, you may indicate which services should be paid from the deposit account. You may choose to pay for other services under a separate account if you wish.
OCLC does not notify you when your deposit account is depleted. Instead, you will need to monitor your deposit account balance each month when you receive your OCLC statement.
Remaining deposit account funds carry over from year to year, available at anytime for your use; or, you may submit a written request to OCLC at anytime to request a refund of your deposit account funds.
Typically, OCLC billing is based on the individual institution unless an OCLC group purchase was made and billing for that group is being handled centrally. Any billing arrangements that are made for your group with your service partner prior to June 30, 2012 will remain intact. Please contact OCLC if your group billing arrangements change after June 30. If you have specific questions, please contact Becky Hurley, Director of Order Services at OCLC, at firstname.lastname@example.org, or 1-800-848-5878, ext. 4316. You may also contact email@example.com.
You will receive both the subscription renewal notification and the billing for CatExpress from OCLC. You will receive your renewal notice 60 days prior to your renewal date. For example, if your renewal date is in July, OCLC will send your renewal notice in May, and any overage billing for your July 2011 to June 2012 subscription will be invoiced by OCLC in August.
Please visit your service partner’s website to view the full list of other services that will continue to be offered.
OCLC members have access to added-value services including:
OCLC has focused our support efforts throughout the organization to provide you with personal assistance to make this change possible. For assistance, please contact Becky Hurley, Director of Order Services at 1-800-848-5878, ext. 4316, or contact Order Services at firstname.lastname@example.org.
Our priority is to assist you with this transition. There are other partners making this billing transition at the same time, and OCLC’s team is committed to making this a smooth and easy transition for every OCLC member affected by these changes.
If you have questions about your service partner account, please contact your service partner.
Please contact your service partner with questions about your invoice.
After July 1, 2012, please contact OCLC with questions about your OCLC services invoice by calling 1-800-848-5800 +1+2 or sending an e-mail to email@example.com. Please continue to contact your service partner for questions about their invoice for their services.
OCLC is a worldwide library cooperative, owned, governed and sustained by members since 1967. Our public purpose is a statement of commitment to each other—that we will work together to improve access to the information held in libraries around the globe, and find ways to reduce costs for libraries through collaboration. Learn more »