Release Date: June 23, 2022
This release of WorldShare Acquisitions provides two new features and enhancements in addition to numerous bug fixes. These features will help you manage more complex workflows, including:
Many of these enhancements are the direct result of your feedback.
For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether there are other items that might require additional action or follow up by your institution.
These items require immediate action or decisions.
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None at this time. |
In an effort to keep your staff informed of new features and changes, you may also want to consider these items.
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Explore whether you want to send serial issue claims to your vendor via EDIFACT messages. |
You can now send serial issue claims via an EDIFACT message. This speeds up the time it takes your serials vendor to process your claims, making the process more seamless for your library. Previously, you could send serial issue claims via e-mail in an HTML format or by printing the claim and sending it via the postal mail. Now you can send serial issue claims in the EDIFACT electronic data interchange (EDI) format via both e-mail and FTP.
To send serial issue claims via EDIFACT:
When running our secondary matching algorithm on MARC order import data, the system will now boost the relevance of matched items based on the number of holdings they have as long as the MARC record contains a standard identifier. This saves the library time by making it unnecessary for libraries to manually change the resource of items to the bibliographic record with the most holdings. Previously, when matching MARC order data to WorldCat records, our primary matching service took the number of holdings on the records into account, but the secondary matching process that is invoked when no match is found and "include low confidence matches" is selected by the user did not take into account the number of holdings for candidate records. Now it does, preferring the record with the most holdings when matching when searching by a standard identifier like ISBN.
To use this new boost:
You can now export invoice items on an invoice as CSV. This was not working after the last release. You could not use the export icon on the table of invoice items on an invoice. Now you can and it works as expected to provide a CSV download of the invoice item data.
Filters in Acquisitions where you specified that the value of the filter was "more than" a specific number now do not include the specified value in the query. For example, if you had previously specified that an Encumbrance of an order item was "more than" 0.00, the results would contain results that were equal to 0.00. This made the more than filter function like a "more than or equal to" filter, which was confusing to users. The workaround was to enter a value .01 greater than the value desired, e.g. more than .01, but many users did not know to do this. Now, the more than filters in Acquisitions, such as Encumbrance, Invoice Quantity, etc. do not include the specified value in the search results.
Umlauts and other characters were being displayed in their "Escaped HTML" form in some of the Partner Exchange Service logs in Vendor Management. Now, these umlauts and other non-English characters display correctly, without being escaped.
Support information for this product and related products can be found at: