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WorldShare Circulation release notes, March 2021

 

Release Date: March 27, 2021

Introduction

This release of WorldShare Circulation provides new features and enhancements:

  • Track the location of items within a branch to make it easier to locate materials that are temporarily away from their shelving or pickup location
  • Print receipts that honor the institution’s locale and language to avoid inconsistent receipts printed by staff users with different, individual language preferences
  • Bug fixes and performance improvements

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 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

Review your library's Currency & Locale settings in the WorldCat Registry to ensure that circulation receipts will use the correct text and formatting.

New features and enhancements

Track the location of items within a branch

Staff in WorldShare Circulation can now manually update an item's last-seen statistics to specify a location inside a branch. If a valuable, unique, or highly-demanded item cannot be found, accurate last-seen statistics can be crucial to the search effort.

This new feature is optional and will allow you to monitor exactly where and when a barcoded item was last seen or processed at a library location. For example, you could record that an item was last-seen at a pickup location or shipping area, a repair or processing department, or a staff member's office without updating the item's status or shelving location.

Prior to this release, actions like check out and check in would update the item's last-seen date/time and branch. The following actions will continue to automatically update last-seen statistics to reflect where and when an event took place:

  • Check in
  • Inventory
  • Non-loan return
  • Check out
  • Renew (excluding renewals done via My Account or automatic renewal)

 Note: Updating last-seen statistics will not change the item's status or impact circulation policies. At this time, last-seen statistics are informational only.

Staff experience

Any user with a Circulation or Student Worker role can navigate to the item Statistics screen to view or update when and where an item was last seen. Use the Edit button to open the new editing options:

clipboard_e8a96dfc70aa30c04dab74d41729c545a.png

Select any Branch Location currently configured for your branch:

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Or enter a one-time, custom location value up to fifty characters in length:

clipboard_ec1af2b78d2af7749ca84a18015a71af5.png

You may also need to set the last-seen location to your current branch only. For example, once an item has been reshelved, you may wish to update the last-seen statistics to specify only the item's holding location. To set only a last-seen branch, use the Edit button to open the editing options, leave the entry box blank, and click the Update button. This will clear any previously-selected location and update the last-seen date and time. 

Receipts honor institution locale

When a receipt is printed or manually emailed from WorldShare Circulation, the system will now use the language and locale that matches your institution's WorldCat Registry's Currency and Locale settings to provide consistent content in all printed receipts. For example, receipts will always use French material formats to match your institution's configured locale even if your browser and/or WorldShare session prefers English.

Language and locale settings impact a receipt's default field labels, material format values, and the formatting of dates, times, and monetary amounts. The system will continue to honor any receipt labels that your library has customized.

Supported languages include English (Australia, Canada, Netherlands, US, and UK), French (Canada and France), Dutch, German, Spanish, Italian, Japanese, Korean, and Chinese. Please contact OCLC Support if you have any questions about support for your locale or language.

Prior to this release, the language preference of the individual staff user would control some receipt content.

Bug fixes

Pull lists are timing out

Institutions with large or complex pull lists were failing to display in Circulation due to a system timeout. In this release, the timeout period has been adjusted so that impacted branches can review their pull lists.

Additional performance improvements are under investigation.

Known issues

See the Known Issues page.

Important links

Support website(s)

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