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WorldShare Record Manager release notes, July 30 2022

 

Release Date: July 30, 2022

Introduction

With this release WorldShare, Record Manager is updating to a new database for export lists. This has no impact on existing functionality but requires you to export all records from bibliographic and authority export lists before July 30 as these lists will not be migrated to the new database and will no longer be accessible. New export lists will need to be created starting after the migration on July 31.

WorldShare Record Manager also provides 3 new features and enhancements in addition to 3 bug fixes. These features will help you manage more complex workflows, including:

  • Shared institution-wide authority export lists
  • Export list name displays as a clickable hyperlink
  • Record Work lists name displays as a clickable hyperlink
  • Bugs
    • 005 field missing in exported records with URI checked
    • Multiple new create record tabs when switching to other modules
    • LHR update not showing in LHR Change History table

Many of these enhancements are the direct result of your feedback.

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 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 actions or decisions. 

Action
Prior to this release you have to export all records from bibliographic and authority export lists before July 30, as these lists will not be migrated to the new database and will no longer be accessible. New export lists will need to be created starting after the migration on July 31.

If you have any questions regarding this action, please contact OCLC Support.   

New features and enhancements

Shared institution-wide authority export lists

Create an authority export list that is shared among all WorldShare Record Manager users for the institution

When creating a new authority export list, you can now select "My List" to keep the list restricted to yourself or have the list be available to all users at your institution. The default is a shared institution-wide authority export list.

AuthorityExportList.png

View and manage shared authority export lists

The "My List" column on the Authority Export Lists page indicates which lists are restricted to you and which are shared with your institution.

AuthorityListofLists.png

Export list name hyperlink

After adding an authority record to an export list you will now see the export list name as a hyperlink in the success message. This allows you to quickly access the export list once you've finished sending records to it.

Clicking that link will take you directly to the respective export list.

AuthExportListLink.png

Record Work list name hyperlink

After adding records to a record work list you will now see the record work list name as a hyperlink in the success message. This allows you to quickly access the record work list once you've completed sending records to it.

Clicking that link will take you directly to the respective record work list.

WorkListLink.png

Bug fixes

005 field missing in exported records with URI checked

The 005 field was missing in exported records when you had the URI option checked in your Export Preferences. Now the 005 field will be in all exported records regardless of how that User Preference is set.

Multiple new create record tabs when switching to other modules

Multiple new create record tabs opened when you were switching to other modules. Now no extra tabs appear.

LHR update not showing in LHR Change History table

After making changes to an LHR that was added to the database using an ingest process the updates didn't show in the LHR Change History tab. Now, these changes display correctly in the LHR Change History tab.

Important links

Post release sessions

A Product Overview session was held on July 25, 2022 to help users become familiar with the new features, enhancements, and bug fixes included in this release. The session was recorded and is available here.

The recording will also be archived for future viewing on the OCLC Community Center

WorldShare Record Manager office hours

Join the WorldShare Record Manager team to ask any questions you have about Record Manager. Visit Record Manager Events in the OCLC Community Center for more information about upcoming office hours and previous recordings. 

WorldCat Validation release notes 

WorldCat Validation release notes provide current OCLC-MARC updates; changes to tagging conventions and coding practices for bibliographic, authority, and holdings records; and new MARC codes. 

​​​​​Virtual AskQC office hours

Join OCLC Metadata Quality staff to discuss WorldCat quality issues and cataloging questions. Visit AskQC for information about upcoming office hours, previous office hour recordings, and supporting materials.

Support webpages

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

Support website(s)

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