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WorldShare Interlibrary Loan release notes for WMS libraries, June 2018

Release Date: June 30, 2018

Browser support

This release was tested with the following browsers:

  • Chrome (latest version)
  • Firefox (latest version)
  • Internet Explorer 11

Adobe Reader and JavaScript need to be enabled.

https://help-fr.oclc.org/Librarian_Toolbox/Browser 

Recommended actions

For this release, we recommend that you review the following checklist and complete the relevant tasks so that you can adjust your policies and workflows and train your staff.  This checklist identifies updates that we have determined as significant for most institutions.  We encourage you to review all the items in the release notes to determine whether there are items that might require additional action or follow up by your institution.

These items require immediate action or decisions.

ACTION

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

WorldShare ILL and Circulation administrators should review policies and settings in Service Configuration related to integration. 

Please see Set up integration for additional details.  

Have you updated addresses in each of your borrower and lender Constant Data records? If not, please do so on behalf of all your borrowing and lending partners.  Address labels do not print properly unless the addresses are formatted correctly.
Have there been any changes in your contact information or lending policies? If so, please make the appropriate updates in Policies Directory.

Share release notes with your colleagues.

https://help-fr.oclc.org/Resource_Sharing/WorldShare_Interlibrary_Loan/Release_notes_and_
known_issues

Join us on July 11 for Product Insights: Resource Sharing.  Register here:

https://www.oclc.org/en/events/2018/rsprodinsights_july2018.html

New features and enhancements

Use enhanced ILL-WorldShare Circulation integration 

Enhancements to borrowing workflow 

ILL-Circulation integration has been improved to keep information consistent between WorldShare ILL and WorldShare Circulation.

For complete details about the WorldShare ILL and WorldShare Circulation integration, please see WorldShare Circulation integration.

The following enhancements have been added:

  • WorldShare Circulation now honors the WorldShare ILL due date at checkout.  The more restrictive of the WorldShare ILL or Circulation policy dates will be used.  
  • The WorldShare ILL Request ID and/or lending library name displays in Circulation.

tipasa_borrowing_circ_detail.png

 For additional detail, please see Integration workflow.

  To learn more about configuring the integration, see Set up integration.

Use enhanced purchase workflow 

The purchase workflow in WorldShare ILL has been enhance to allow you to:

  • Automatically route requests meeting specified criteria (e.g., format, year, patron status) to the new Review for Purchase queue
    Reviewforpurchase.png
  • Return unpurchased item to borrowing workflow
  • Utilize request history for requests in the purchase workflow
  • Access information in usage reports
  • View additional information for purchase requests

     Purchase_request_fields.png

 For complete details, please see Purchasing Requests.

Receive email alerts when new lending requests arrive 

For infrequent lenders, you can opt to receive an email alert when a new request arrives in the lending queue.

 For more information, please see  New Lending Requests Email Notification.

Bug fixes and known issues 

Lists of current known issues and recently fixed issues can be found at

https://help-fr.oclc.org/Resource_Sharing/WorldShare_Interlibrary_Loan/Release_notes_and_known_issues/Known_issues

Future releases 

The following enhancements are planned for upcoming releases:

  • Targeted for August 2018
    • Optional retention of patron data on closed requests
    • Delivery of files up to 120 MB in Article Exchange
  • Targeted by the end of 2018
    • Printing of book stickers for borrowing and document delivery requests

Roadmap information is available in the WorldShare ILL community

Important links

Product website

More product information can be found at:

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

Support website(s)   

Support information for this product and related products can be found at:

OCLC Community Center

At the OCLC Community Center, you can:

  • Connect with community peers
  • Collaborate, ask questions and gain insights
  • Contribute and share ideas to improve products
  • Stay on top of and discuss OCLC announcements

https://www.oclc.org/community/