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WorldCat Discovery release notes, July 2023

 

Release Date: July 19, 2023

Introduction

The following release notes are for the JULY 19, 2023 release of WorldCat Discovery.  

WorldCat Discovery July Release Highlights  

This release of WorldCat Discovery includes the following enhancements as well as a bug fix: 

  • Create custom translations for user sign-in 
  • Quickly determine which databases are restricted in OCLC Service Configuration 
  • Clearly ‘Unselect’ all databases in an advanced search database group 
  • Save items from search results more quickly with performance improvements 
  • Configure Sign-in promotion, custom notifications, and custom links label in new Header/Footer section of OCLC Service Configuration 

Many of these changes are a direct result of your feedback. 

Recommended actions

Configure the new WorldShare ILL request form 

Beginning 31 July 2023,  for Discovery libraries using WorldShare ILL, all ILL requests will use the new WorldShare ILL form. The new form includes configuration options that allow you to provide a more customized experience for your library’s users. It also lets your users submit requests from any OpenURL-enabled discovery service or via a blank form. ​

You decide when to begin using the new ILL form. 

  • Configure and use the new form before 31 July 
    • With a small investment of time, you can create your library’s custom ILL request form and begin to use it now. Instructions are provided in Setting up your new WorldShare ILL request form at  oc.lc/illform
  • Wait for OCLC to enable your use of the new form on 31 July 
    • If you haven’t moved to the new form by 31 July, we’ll do it for you by enabling use of the new standard form with default settings for your library. 

The WorldCat Discovery request form will be retired following libraries’ migration to the new WorldShare ILL form. If you have a problem following migration to the new form, please contact OCLC Support in your region. 

Additional details about the new ILL request form are provided in WorldShare ILL release notes, May 2023

 Note: If your library uses the patron request forms for ILLiad or Tipasa, you will not be impacted and you should continue to use your existing forms.

Leverage enhanced sign-in configuration for WorldShare Identity Management libraries 

This release includes enhanced sign-in label configuration for libraries using WorldShare Identity Management. This configuration supports custom translations for all supported languages. 

Additional information on this update is outlined in these release notes under “Create custom translations for user sign-in" and can be found in the July WorldShare Identity Management Application release notes.  

 

Include Request ID with problem reports 

When reporting an issue with WorldCat Discovery, it is extremely helpful to include the Request ID. The Request ID is found at the bottom of the screen on which the issue occurred. Including this information allows us to directly trace what happened on the request we are troubleshooting. 

Screenshot depicts a portion of the footer of every WorldCat Discovery page, where users can locate a Request ID to send when they share an issue with OCLC Support. 

New features and enhancements

Create custom translations for user sign-in 

This release includes enhanced sign-in label configuration for libraries who are using WorldShare Identity Management. This configuration supports custom translations for all supported languages. 

Previously, configuration for WMS Sign-in labels existed in Service Configuration > WorldCat Discovery and WorldCat Local > User Interface Options > WMS Sign in Labels. Libraries could customize text for User Name, Password, and Forgot Password text. The former configuration is shown in the screenshot below. 

Screenshot depicts the WMS Sign-in Label section of Service Configuration 

With this release, libraries can configure custom translations of sign-in labels for all supported languages. Customization is available for the following fields: 

  • User Name 
  • Password 
  • Header 
  • Footer 
  • Forgot Password text 

The screenshots below show the mappings between the WMS sign-in page and the associated labels in Service Configuration. 

Screenshot depicts sign-in page location of Header, Footer, Username, and Password text. 

Screenshot depicts page location of forgot password text. 

 

To access this enhanced configuration, navigate to Service Configuration > EIDM Institution > Sign-In Page Custom Labels

For additional details, please visit the July WorldShare Identity Management Application release notes.  

 

Quickly determine which databases are restricted in OCLC Service Configuration 

 

With this release, we are making updates to OCLC Service Configuration > Metasearch Content to indicate whether access to a database is restricted. This update enables libraries to quickly understand when the database they are selecting will require authentication for users to return search results. 

This information can be accessed in the following places: 

  • Selected databases: If your institution has selected a restricted database for use searching, the text “Restricted” will be included in the “Access Type” column of the database list.  
  • Central index databases: When accessing the Central Index Databases list, “Restricted” will be in the “Access Type” column of the list for any restricted databases.  
  • Custom database groups: If your institution has configured custom database groups, any of the databases in those groups that are restricted will include a note with the text “Restricted database.” 

Selected databases display: 

 

Screenshot depicts access type column for selected databases with the restricted databases text. 

Central Index databases display: 

 

Screenshot depicts access type column for central index databases with the restricted databases text. 

Custom database group display: 


Screenshot depicts custom database groups with the restricted databases text. 

 

Clearly ‘Unselect’ all databases in an advanced search database group 

This release includes an enhancement to the Advanced Search page to make it clear to users that they can select/unselect all databases from a database group.  

Previously, when selecting databases within a group, users were prompted with a button including the text: “Select All in Group.” It was not always clear to them that this same button could be used to unselect all the databases in the group.  

Screenshot depicts a database group with the "Select all in group" button being replaced wiht this release. 

With this release, we have updated the Advanced Search page to include an “All” checkbox in each database group as well as in the “Searching Databases” section.  

Example of the checkbox for a database group where all databases are unselected: 

Screenshot depicts a database group with the "All" checkbox in an unselected state, showing none of the databases selected to search. 

Example of the checkbox in “Searching Databases” where all databases are selected: 

Screenshot depicts "Searching Databases" wiht the "All" checkbox in a selected state and the database below selected (there is one database in searching databases in this case).