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WorldShare Interlibrary Loan Release Notes, October 2019

Release Date: October 20, 2019

Introduction

This release of WorldShare Interlibrary Loan provides the following new features and enhancements that will help you manage more complex workflows, including:

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 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

We recommend that you clear your browser's cache before starting to work with WorldShare ILL.

If this link to your library’s catalog has not been set up:

Or if the link needs to be updated, follow the instructions below. When you have enabled your online catalog links, you can search your catalog for requested items as a borrower or lender.

https://help-nl.oclc.org/Resource_Sharing/WorldShare_Interlibrary_Loan/Reference/Search_my_library's_online_catalog

Have you updated addresses within each of your borrower and lender Constant Data records in OCLC Service Configuration? If not, please do so on behalf of all your borrowing and lending partners.  Address labels do not print properly unless the addresses are formatted correctly.
Have there been any changes in your contact information or lending policies? If so, please make the appropriate updates in OCLC Policies Directory.

Have you signed up for email alerts for News in the Community Center? This will ensure that WorldShare Interlibrary Loan release notes and events will come straight to your inbox. 

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Follow-up actions

In an effort to keep your staff informed of new features and changes, you may also want to consider these items.

Action

Share these release notes with your colleagues.

Gather your team for the upcoming webinar Product Insights: Resource Sharing

Date: Wednesday, October 23, 2019, 2:00pm, Eastern Daylight Time (New York, GMT-05:00)
Registration: https://www.oclc.org/community/interlibrary_loan/events/oct19.en.html

Include Request ID with problem reports 

When reporting an issue with WorldShare ILL, it's very helpful to include the Request ID.  Including this information allows us to directly trace what happened on the request we are troubleshooting.

New features and enhancements

Better control processing of requests by specifying the order for applying Direct Request profiles

You can now have more control of and visibility into the Direct Request process by specifying the order in which Direct Request profiles are applied. 

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The Request is compared against all Direct Request profiles, and the matching profiles are ordered based on the user-set priority. The profile with the lowest numbered priority is applied to the request. The priority can be set for each Direct Request profile in Service Configuration > WorldShare ILL > Direct Request Profiles. 

For more information, see Automated Request Manager (formerly Direct Request).

Edit bibliographic fields when resending an unfilled request

You can now edit bibliographic fields when resubmitting an unfilled request. This will allow you to alter bibliographic data for the request before resubmitting. The request type can also be changed from Copy to Loan, or vice-versa.

As with new requests, search options now appear on Title, Author, ISSN, ISBN, and OCLC Number.  Fields that were not populated in the original request are displayed and can be edited or populated before resubmitting. The only bibliographic field that can't be edited is the preferred edition field. 

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For more information, see Unfilled Requests.

Bug fixes

No bug fixes were included with this release.

Known issues

For a list of current and recently fixed issues, see Known issues.

Future releases  

Roadmap information is available in the OCLC Community Center.

Important links

Product Insights: Resource Sharing 

To help you become familiar with the new features, enhancements and improvements included in this release, please attend the upcoming webinar Product Insights: Resource Sharing

Support websites

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