Contents Recommended Actions ........................................................................................................... 2 Administrative Actions .................................................................................................................... 2 Browser Support ..................................................................................................................... 3 Release Notes .......................................................................................................................... 4 ILL Homepage .................................................................................................................................. 4 Re-instate the ability to search closed requests .............................................................................. 4 Updates to ILL Message Board....................................................................................................... 4 Discover Items.................................................................................................................................. 5 Lenders in lender string are no longer selectable on holdings list ................................................... 5 Workflow improvements .................................................................................................................. 5 Improved mapping of bibliographic fields for article and book chapter requests initiated in WorldCat Discovery Staff View ....................................................................................................................... 5 Users can create new requests from additional statuses ................................................................ 9 Confirmation messages display till users navigate to different screen ............................................. 9 Borrower’s Batch Processing for In-Transit queue displays Due Date............................................. 9 Deflection improved to include future dates .................................................................................. 10 Emails from WorldShare ILL contain additional request information.............................................. 10 Printing improvements .................................................................................................................. 11 Purchasing queues added to Print All pages................................................................................. 11 Patron requesting........................................................................................................................... 12 Bug fixes ................................................................................................................................ 13 Known Issues ........................................................................................................................ 14 Looking Ahead ....................................................................................................................... 15 WorldShare ILL Release Notes Release Date: October 26, 2014
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Contents · Improved mapping of bibliographic fields for article and book chapter requests initiated in WorldCat D iscovery Staff View When staffs submit requests into WorldShare
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Administrative Actions These items require immediate actions or decisions.
Action
❏ Following the release we recommend that you clear your browser’s cache before starting to work with WorldShare ILL.
❏ Have you updated all of your addresses in your borrower and lender Constant Data? If not, please consider doing so on behalf of all your borrowing and lending partners. Address labels do not print out properly unless the addresses are formatted correctly!
❏ Share release notes with all of your colleagues!
This release was tested with the following browsers:
Chrome Version 38.0.2125.101 m
Firefox 33.0
Internet Explorer 9 and 10
Modified 27 October 2014
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Release Notes
ILL Homepage
Re-instate the ability to search closed requests On Tuesday, October 14 closed request searching was once again available in WorldShare ILL. Users
can now search for closed requests by title, author, symbol, etc. as well as by request ID number.
Please note that search results are limited to the most recent 500 requests (borrowing and lending) for
any given search.
Updates to ILL Message Board The ILL Message Board on the ILL Homepage is now translatable into languages supported by the
WorldShare Platform.
Modified 27 October 2014
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Discover Items
Lenders in lender string are no longer selectable on holdings list When a lender is entered in the lender string, the hyperlink in the Supplier column is no longer
clickable. Likewise, if a lender is removed from the lender string the ability to click on Yes in the
Supplier column is restored. Additionally, this selection status is retained if users navigate between All
Holdings, State Holdings and Regional Holdings. This enhancement makes it easier for users to see
which lenders are already in the lender string.
Workflow improvements
Improved mapping of bibliographic fields for article and book chapter requests initiated in WorldCat Discovery Staff View When staffs submit requests into WorldShare ILL for article and book chapters from non-WorldCat
records in WorldCat Discovery, the bibliographic data in the record mapping has been improved to
correctly map the following fields:
Journal Title
Article Title
Article Author
Volume
Issue/No
Pages
Modified 27 October 2014
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The complete details appear in the Verification field, including the database of origin and full date
information. We continue to work to improve the logic to place the data in the correct fields.
View of record in WorldCat Discovery
Modified 27 October 2014
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Pre-October view of bibliographic details
Modified 27 October 2014
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Post-October view of bibliographic details
Modified 27 October 2014
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Users can create new requests from additional statuses Now users are able to create a new request from an existing request. This functionality is now
supported at the following statuses:
Conditional
Considering
Conditions Accepted
Submitted
Complete?
Closed: any disposition
Unfilled (not new with this release)
Expired (not new with this release)
Confirmation messages display till users navigate to different screen Confirmation messages that are displayed after taking an action on a request now stay on the screen
until a user navigates to a different page.
Borrower’s Batch Processing for In-Transit queue displays Due Date The batch processing list of requests for a borrower’s in-transit requests now display the Due Date.
Modified 27 October 2014
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Deflection improved to include future dates The deflection logic used to designate deflection by publication date has been modified to include future
years. This means that a deflection policy set to deflect requests with a publication date less than 1
year old will also deflect requests with a future publication date (e.g. 2015 records that are already in
WorldCat).
Emails from WorldShare ILL contain additional request information Several fields of request details were missing from the borrower and lender emails. They have now
been added to the email template. Below are the fields that are now included:
In Bibliographic Information section:
Dissertation
ISSN
Format
In Borrowing Information section:
Ship Via
Copyright Compliance
Bill To Attention
Bill To Address2
Bill To City
Bill To State/Province
Bill To Postal Code
Bill To Country
Billing Notes
Maximum Cost – already included, but
position changed
Bill To Address1 – already included, but
position changed
In Lending Information Section:
Shipping Insurance
Return To Address2
Return To City
Return to State/Province
Return to Country
Return To Postal Code
Modified 27 October 2014
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Printing improvements
Purchasing queues added to Print All pages Requests in a library’s Purchasing Requests queues can now be printed using the Print All feature.
Modified 27 October 2014
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Patron requesting Improvements to patron requesting through WorldCat Discovery can be found in the WorldCat