Release Date: February 3, 2022
This release of WorldShare Acquisitions provides three 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.
Action |
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If you are using Talis Aspire reading lists, you will want to consider enabling Talis Aspire integration for Record Manager and Acquisitions. |
In an effort to keep your staff informed of new features and changes, you may also want to consider these items.
Action |
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None at this time. |
You can now view information about your Talis Aspire reading lists in Acquisitions. This new feature is for libraries that use Talis Aspire or are considering using Talis Aspire to manage reading lists for their courses. This allows you to view information about an item's reading lists directly within Acquisitions rather than having to take the time to search Talis Aspire separately. This saves you time and supports improved workflows between Talis Aspire and Acquisitions. Previously, information from Talis Aspire was not displayed within the Acquisitions workflows, but now it is. Specifically, reading list information is available at the following points in the Acquisitions workflow:
To enable reading list integration from Talis Aspire, you need to:
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:
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:
Additionally, you can view the specific reading lists being referenced in both cases.
To view this information in the information icon:
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:
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:
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:
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.
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.)
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:
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.
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:
If there is no reading list information for that title, the blue information widget will not display at all.
You can now update the branch and shelving location of order items that have not been received, and any on-order Local Holdings Record(s) will be updated with the new branch and shelving location. This allows you to keep your on-order LHRs displayed for the right branch and shelving location in Discovery as well as keeping the hold policies for these on-order items associated with the correct branch. Previously, if you updated an un-received monograph item's branch and shelving location, the on-order LHR would stay associated with the previous branch and shelving location. Now, the on-order LHRs are updated to include the new branch and shelving location.
To change the branch and shelving location of an on-order LHR:
You can now retrieve user data for an order when retrieving an order via the platform. When combined with an associated call to WorldShare Identity Management API, this allows you to have auditing information about an order transferred to your campus accounting system. The data that can be retrieved about an order includes:
Using this PPID, you can then call the WorldShare Identity Management API to retrieve the name and other information about the user.
Note: User data may not be available for orders created during or before 2018.
You can now page to a different page of items on an invoice the first time even if you have made changes. Previously, if you made a change to an item on an invoice and attempted to navigate to another page of items without first saving your changes, the system would return you to the previous page. You could then navigate to the page you wanted. Now, you can navigate to another page on an invoice without saving first.
You can now update all order items, including older ones. Previously, some older order items on closed budgets could not be updated. Instead, the user would receive an error that said, "Budget account "Fund Name" is not enabled for use and cannot be encumbered with [Amount]". However, the item was invoiced fully and paid for, so no encumbrance should be needed. Now, you can update these older order items.
Support information for this product and related products can be found at: