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Contents · Improved mapping of bibliographic fields for article and book chapter requests...

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Contents Recommended Actions ........................................................................................................... 2 Administrative Actions .................................................................................................................... 2 Browser Support ..................................................................................................................... 3 Release Notes .......................................................................................................................... 4 ILL Homepage .................................................................................................................................. 4 Re-instate the ability to search closed requests .............................................................................. 4 Updates to ILL Message Board....................................................................................................... 4 Discover Items.................................................................................................................................. 5 Lenders in lender string are no longer selectable on holdings list ................................................... 5 Workflow improvements .................................................................................................................. 5 Improved mapping of bibliographic fields for article and book chapter requests initiated in WorldCat Discovery Staff View ....................................................................................................................... 5 Users can create new requests from additional statuses ................................................................ 9 Confirmation messages display till users navigate to different screen ............................................. 9 Borrower’s Batch Processing for In-Transit queue displays Due Date............................................. 9 Deflection improved to include future dates .................................................................................. 10 Emails from WorldShare ILL contain additional request information.............................................. 10 Printing improvements .................................................................................................................. 11 Purchasing queues added to Print All pages................................................................................. 11 Patron requesting........................................................................................................................... 12 Bug fixes ................................................................................................................................ 13 Known Issues ........................................................................................................................ 14 Looking Ahead ....................................................................................................................... 15 WorldShare ILL Release Notes Release Date: October 26, 2014
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Page 1: Contents · Improved mapping of bibliographic fields for article and book chapter requests initiated in WorldCat D iscovery Staff View When staffs submit requests into WorldShare

Contents

Recommended Actions ........................................................................................................... 2

Administrative Actions .................................................................................................................... 2

Browser Support ..................................................................................................................... 3

Release Notes .......................................................................................................................... 4

ILL Homepage .................................................................................................................................. 4

Re-instate the ability to search closed requests .............................................................................. 4

Updates to ILL Message Board ....................................................................................................... 4

Discover Items .................................................................................................................................. 5

Lenders in lender string are no longer selectable on holdings list ................................................... 5

Workflow improvements .................................................................................................................. 5

Improved mapping of bibliographic fields for article and book chapter requests initiated in WorldCat

Discovery Staff View ....................................................................................................................... 5

Users can create new requests from additional statuses ................................................................ 9

Confirmation messages display till users navigate to different screen ............................................. 9

Borrower’s Batch Processing for In-Transit queue displays Due Date ............................................. 9

Deflection improved to include future dates .................................................................................. 10

Emails from WorldShare ILL contain additional request information.............................................. 10

Printing improvements .................................................................................................................. 11

Purchasing queues added to Print All pages ................................................................................. 11

Patron requesting........................................................................................................................... 12

Bug fixes ................................................................................................................................ 13

Known Issues ........................................................................................................................ 14

Looking Ahead ....................................................................................................................... 15

WorldShare ILL Release Notes

Release Date: October 26, 2014

Page 2: Contents · Improved mapping of bibliographic fields for article and book chapter requests initiated in WorldCat D iscovery Staff View When staffs submit requests into WorldShare

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Recommended Actions

Administrative Actions These items require immediate actions or decisions.

Action

❏ Following the release we recommend that you clear your browser’s cache before starting to work with WorldShare ILL.

❏ Have you updated all of your addresses in your borrower and lender Constant Data? If not, please consider doing so on behalf of all your borrowing and lending partners. Address labels do not print out properly unless the addresses are formatted correctly!

❏ Share release notes with all of your colleagues!

http://oclc.org/support/services/worldshare-ill/wsill-release-notes.en.html

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Browser Support

This release was tested with the following browsers:

Chrome Version 38.0.2125.101 m

Firefox 33.0

Internet Explorer 9 and 10

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Release Notes

ILL Homepage

Re-instate the ability to search closed requests On Tuesday, October 14 closed request searching was once again available in WorldShare ILL. Users

can now search for closed requests by title, author, symbol, etc. as well as by request ID number.

Please note that search results are limited to the most recent 500 requests (borrowing and lending) for

any given search.

Updates to ILL Message Board The ILL Message Board on the ILL Homepage is now translatable into languages supported by the

WorldShare Platform.

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Discover Items

Lenders in lender string are no longer selectable on holdings list When a lender is entered in the lender string, the hyperlink in the Supplier column is no longer

clickable. Likewise, if a lender is removed from the lender string the ability to click on Yes in the

Supplier column is restored. Additionally, this selection status is retained if users navigate between All

Holdings, State Holdings and Regional Holdings. This enhancement makes it easier for users to see

which lenders are already in the lender string.

Workflow improvements

Improved mapping of bibliographic fields for article and book chapter requests initiated in WorldCat Discovery Staff View When staffs submit requests into WorldShare ILL for article and book chapters from non-WorldCat

records in WorldCat Discovery, the bibliographic data in the record mapping has been improved to

correctly map the following fields:

Journal Title

Article Title

Article Author

Volume

Issue/No

Pages

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The complete details appear in the Verification field, including the database of origin and full date

information. We continue to work to improve the logic to place the data in the correct fields.

View of record in WorldCat Discovery

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Pre-October view of bibliographic details

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Post-October view of bibliographic details

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Users can create new requests from additional statuses Now users are able to create a new request from an existing request. This functionality is now

supported at the following statuses:

Conditional

Considering

Conditions Accepted

Submitted

Complete?

Closed: any disposition

Unfilled (not new with this release)

Expired (not new with this release)

Confirmation messages display till users navigate to different screen Confirmation messages that are displayed after taking an action on a request now stay on the screen

until a user navigates to a different page.

Borrower’s Batch Processing for In-Transit queue displays Due Date The batch processing list of requests for a borrower’s in-transit requests now display the Due Date.

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Deflection improved to include future dates The deflection logic used to designate deflection by publication date has been modified to include future

years. This means that a deflection policy set to deflect requests with a publication date less than 1

year old will also deflect requests with a future publication date (e.g. 2015 records that are already in

WorldCat).

Emails from WorldShare ILL contain additional request information Several fields of request details were missing from the borrower and lender emails. They have now

been added to the email template. Below are the fields that are now included:

In Bibliographic Information section:

Dissertation

ISSN

Format

In Borrowing Information section:

Ship Via

Copyright Compliance

Bill To Attention

Bill To Address2

Bill To City

Bill To State/Province

Bill To Postal Code

Bill To Country

Billing Notes

Maximum Cost – already included, but

position changed

Bill To Address1 – already included, but

position changed

In Lending Information Section:

Shipping Insurance

Return To Address2

Return To City

Return to State/Province

Return to Country

Return To Postal Code

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Printing improvements

Purchasing queues added to Print All pages Requests in a library’s Purchasing Requests queues can now be printed using the Print All feature.

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Patron requesting Improvements to patron requesting through WorldCat Discovery can be found in the WorldCat

Discovery release notes https://www.oclc.org/support/services/discovery/release-notes.en.html.

WorldCat Discovery is on a different schedule than WorldShare ILL, so changes will become apparent

with WorldCat Discovery releases.

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Bug fixes

Issue with slowness of system and “non-responsive script” error message has been fixed.

One- and two-per-page printouts now have the correct service type. Previously the service type

for copies printed as a loan.

When requests were created with a format of DVD they were being mapped to the broader:

Visual Material after the request was sent. They are now properly mapped to DVD video. This

fix was also made for other subsets of materials that were mapping to the broader categories.

E.g. Sound recording on CD was mapping to the more generic Sound Recording.

Misalignment of labels on the 24-per page labels for A4 printing has been fixed.

When users select a Custom Holdings Path or Profiled Group and view holdings and then

change their Custom Holdings Path or Profiled Group users now see the name of the newly

selected path or group displayed after hitting 'Go'.

A fix was made to Reasons for No in the History tab of a request. The Reason for No, no longer

displays as RFN-Closed. It displays the appropriate Reason for No.

Closed requests no longer have a button to de-ISO the request.

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Known Issues

A list of known issues can be found at: http://www.oclc.org/support/services/worldshare-ill/known-

issues.en.html.

This release introduced a problem where if you search for a request and try to use the magnifying

glasses to search by title, author, ISBN, ISSN or request ID the search does not launch. They way to

work around this problem is to navigate to your requests using the request queues on the left side of

the screen. We are working to get this problem fixed as soon as possible.

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Looking Ahead

December release (tentative) Advanced Search will be a static link in Discover Items

Improved design of 6-per-page shipping and return labels

User preferences for Discover Items

Additional visual indicators for “held by my library”

Feature roadmap An updated feature roadmap can be found at:

http://www.oclc.org/en-US/worldshare-ill/features/future-functionality.html

OCLC project staff regularly reviews this list and updates the features and timing information.

Notices © 2014 OCLC Online Computer Library Center, Inc. All rights reserved. The following OCLC product and service names are trademarks or service marks of OCLC Online Computer Library Center, Inc.: WorldShare ILL ® and “The world’s libraries. Connected.” The OCLC, WorldCat and WorldShare symbols are service marks of OCLC. Third-party product service names are trademarks or service marks of their respective companies. OCLC grants permission to photocopy this publication as needed.


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