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OCLC Support

WorldShare Circulation release notes, September 2020

 

Release Date: September 26, 2020

Introduction

This release of WorldShare Circulation provides new features and enhancements:

  • Receive new, shelf-ready materials from WorldShare Acquisitions using the WMS SIP2 Service
  • Search for multiple OCLC numbers in Discover Items to more easily retrieve a set of bibliographic or local holdings records for review, bulk update, and more
  • Bug fixes and performance improvements

Recommended actions

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.

Administrative actions

These items require immediate action or decisions.

Action

Determine if your SIP2-enabled check-in device(s) can leverage the new shelf-ready receiving feature.

New features and enhancements

Receive shelf-ready items using SIP2

The WMS SIP2 Service now allows your library to automatically receive new, shelf-ready monographs that were ordered in WorldShare Acquisitions. This enhancement provides a way to simplify and speed up the receiving process for libraries who have invested in shelf-ready services and automated materials handling (AMH).

To take advantage of this feature, your library will need:

  • MARC or EDIFACT shelf-ready data that provides Acquistions with the item's holding location, shelving location, call number, and piece designation (barcode) and
  • A SIP2 client capable of submitting a Check In message (09) to WMS, e.g., a sorting machine, RFID-enabled bookdrop, or self-service kiosk that accepts returns.

The WMS SIP2 Service will continue to verify that a checked-in item already exists in your catalog. If so, the check in will proceed normally. When this new feature is enabled and the item is not found in your catalog, then the system will look for a shelf-ready order item in Acquisitions and:

  • Receive the order item in Acquisitions
  • Add the item record to WorldCat so that the item is visible to library staff and patrons
  • Create a hold for any patron selected as the Requestor of the ordered item
  • Check the item into Circulation
  • Provide a successful check-in response to your library's SIP2 client with directions on what to do next with the item, e.g., shelve, hold, route, sort into the correct bin, etc.

SIP2 receiving will be disabled by default. To enable this feature, go to OCLC Service Configuration > WMS Circulation > Integrations > SIP2 IP Address and enable the Receive Shelf-Ready Order Items option.

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 Note: For more details, see Import orders and invoices and Receive shelf-ready materials. To learn more about importing EDIFACT shelf-ready data, see WorldShare Acquisitions Release Notes, September 2020.

Search multiple OCLC numbers

You can now search for up to 250 OCLC numbers (OCNs) in a single query of bibliographic records or local holdings records (LHRs) using Discover Items in WorldShare Circulation. This feature makes it easier to retrieve a specific set of records for review, bulk update, and more.

Use a space or comma (,) character between each OCLC number that you wish to search. The system will automatically insert a boolean OR operator between each value. The system will also alert you if more than 250 values have been entered into the search box.

Prior to this release, you could search for one OCLC number at a time or manually type the OR boolean operator using an expert search.

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Bug fixes

Missing translations for some languages in OCLC Service Configuration

Some settings in the WMS Circulation section of Service Configuration displayed English values when the interface was viewed in other languages. This release improves the quality of translations and globalization in Service Configuration.

Misleading message displayed during a Temporary Items search

When searching for temporary and container items by title or author, a misleading 'No data to display' message sometimes appeared in the search results table. This release improves the user experience by displaying a loading message when the system is processing a search, sorting results, etc.

Incorrect item statistics for items checked out in the previous calendar year

An item's Issued Count YTD (year-to-date) indicates how many times that an item was checked out or renewed in the current calendar year (January through December). If an item was checked out in the previous calendar year, then any renewals that occurred in subsequent years were not reflected in the Issued Count YTD.

For example, an item checked out on 2019-12-13 that was renewed on 2020-01-13 should have an Issued Count YTD = 1. Prior to this release, the Issued Count YTD was displayed in an item's statistics as 0 (zero).

This fix will prevent this issue from occurring in the future.

 Note:  This issue was limited to the item statistics displayed in WorldShare Circulation. WorldShare Reports & Report Designer provides an accurate count via Item Issued Count YTD.

Temporary items are not sorted correctly by title

If the title of a temporary or container item is changed, it may no longer sort correctly in search results, a patron's checkout list, etc. 

As of this release, the 'sort title' of temporary and container items will be updated every time that you update the item record.

Known issues

See the Known Issues page.

Important links

Support website(s)

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