WorldShare Acquisitions Release Notes, February 3, 2022

Configure reading list information display

To enable reading list integration from Talis Aspire, you need to:

1. Log into Service Config for your institution.
2. In the left-hand panel, go to Third-Party Integrations > Talis Aspire Reading Lists. 
3. In the main panel, select Display and then enter the Shortcode and select the Display Name for your Talis Aspire reading lists. For help with this, see the help documentation.  
4. Once this is enabled, Talis Aspire reading list integration will be enabled in Record Manager, Discovery, and in Acquisitions.

View reading list information when viewing resource information

You can now view reading list information when hovering over the information icon in Acquisitions. There are multiple places where this information icon displays, including: 

• Discover Items enhanced search results.
• Order page.
• Order item details page. 
• Receiving screen. 

Previously, you could view additional information about the resource in question by using the information icon pop-up, but you could not view reading list information.  Now you can. Specifically, you can see:

• How many reading lists are associated with this item.
• How many reading lists are associated with different formats/editions of this item.

Additionally, you can view the specific reading lists being referenced in both cases.

To view this information in the information icon:

1. Look for the information icon in one of the following places:
   • Discover items enhanced search results. The information icon displays to the left of the resource in question.
   • Order item details page (Orders > Order Items > Click on the title of the item in question. > The information icon displays in the top-left of the page) 
   • Order page (Orders > Orders > Click on a specific order name or number > The information icon shows to the left of the title in the Order Items table)
   • Receiving screen (Receive and Invoice > Search using search box at top of screen > View information icon to left of title)
2. Hover over the information icon.
3. Temporarily, "Looking for reading lists" text will display on screen while the reading list information is loading.
4. Near the top of the pop-up, reading list information will display as follows:
   1. Reading lists (this item): Shows the number of reading lists associated with this specific item as a link.
   2. Reading lists (editions/formats): Shows the number of reading lists associated with other editions or formats of this item as a link. 

      

5. Clicking on the links will take you to a page that displays links to the specific reading lists themselves.

   

View reading list information when adding an item to an order

You can now view reading list information when adding an item to an order. This allows you to see whether an item you are planning to order (or one of its related editions or formats) is on a reading list.  

To view the reading list information when adding an item to an order:

1. Search in Discover Items for an item.
2. Click on the Add to > Order button on the right of the page.
3. In the Add Item to Order dialog, the reading list information will display at the top of the dialog in a blue information widget.

   

4. If there is no reading list information for that title, the blue information widget will not display at all.
5. Clicking on the links will take you to a page that displays links to the specific reading lists themselves. (See screenshot for point 5 of "View reading list information when viewing resource information" above.)

Viewing reading list information on a purchase request

You can now view reading list information when viewing a purchase request. This allows you to see whether an item you are considering for purchase (or one of its related editions or formats) is on a reading list.  

To view the reading list information on a purchase request:

1. Open a Purchase Request item (Purchase Requests > Request Items > Search and click on the title of an item.)
2. On the Purchase Request page, the reading list information will display at the top of the page in a blue information widget.

   

3. If there is no reading list information for that title, the blue information widget will not display at all.
4. Clicking on the links will take you to a page that displays links to the specific reading lists themselves. (See screenshot for point 5 of "View reading list information when viewing resource information" above.)

Viewing reading list information when receiving a monograph

You can now view reading list information when receiving a monograph. This allows you to see whether an item you have purchased (or one of its related editions or formats) is on a reading list during receiving.

To view the reading list information when receiving a monograph copy:

1. Click on Receive and Invoice in the left-hand panel.
2. Select Processing Type: Monograph.
3. Select Action: Receive or Receive and Invoice.
4. If invoicing select an invoice or create a new invoice.
5. Search for the item you want to receive.
6. Enter a call number and barcode for the item and click enter while your cursor is in the barcode field.
7. If there is reading list information for the title, it will appear in the resulting Receiving Notes dialog along with hold, note, and requestor alerts.

   

8. If there is no reading list information for that title, the Receiving Notes dialog will not display at all if there are no active alerts for the item.

9. Clicking on the links will take you to a page that displays links to the specific reading lists themselves. (See screenshot for point 5 of "View reading list information when viewing resource information" above.)

Viewing reading list information when receiving a serial or eproduct

You can now view reading list information when receiving a serial or eproduct. This allows you to see whether an item you have purchased (or one of its related editions or formats) is on a reading list during receiving.

To view the reading list information when receiving a monograph copy:

1. Click on Receive and Invoice in the left-hand panel.
2. Select Processing Type: Serial or E-Product
3. Select Action: Receive, Receive and Invoice, or Start Receiving.
4. Search for the item you want to receive.
5. Click on Start Receiving.
6. If there is reading list information for the title, it will appear in the resulting Receiving Notes dialog along with hold, note, and requestor alerts. 

   

7. If there is no reading list information for that title, the Receiving Notes dialog will not display at all if there are no active alerts for the item.

8. Clicking on the links will take you to a page that displays links to the specific reading lists themselves. (See screenshot for point 5 of "View reading list information when viewing resource information" above.)

Viewing reading list information when withdrawing an item

You can now view reading list information when withdrawing an item. This allows you to see whether an item you are planning to withdraw from your collection (or one of its related editions or formats) is on a reading list. If an item is on a reading list, you may want to reconsider whether you should withdraw it from your collection.

To view the reading list information when withdrawing a monograph copy:

1. Click on Receive and Invoice in the left-hand panel.
2. Select Processing Type: Monograph.
3. Select Action: Receive.
4. Set the Receipt Status filter to Received.
5. Using the gear icon, enable the Receipt Status column.
6. Search for the item you want to withdraw.
7. In the Receipt Status column, click Withdraw. 
8. If there is reading list information, then a blue information widget will display in the Withdraw confirmation dialog.

   

9. If there is no reading list information for that title, the blue information widget will not display at all.

10. Clicking on the links will take you to a page that displays links to the specific reading lists themselves. (See screenshot for point 5 of "View reading list information when viewing resource information" above.)