WorldShare Circulation release notes, September 2024

Recalled items can be released by renewing the loan 

You can now renew a recalled item to transition it out of recalled status.  The item will then transition to the correct status (on loan, overdue, etc.)  Previously, an item would need to be checked in for it to transition out of recalled status. This feature might be very useful for recalled materials that are no longer needed to fulfill item requests.  For example, an item may have been recalled because it was needed for course reserves, but it is now no longer needed.

At the checkout screen, click the box to the left of the title you would like to renew and transition out of recalled status.  Then, click the Renew button in the bottom, left corner of the screen.

Depending on your permissions, you can acknowledge the fact that the item was recalled for another user even if the hold request no longer exists.  

After acknowledging any overrides, the loan will be released from the recall and the system will recalculate the loan's due date based on your loan policy's renewal period.

 Note:  As indicated above, an override is required for this transaction.  Student Workers will need a senior staff member to override/approve the renewal.  See the Circulation roles documentation page for information about Override credentials.

 Note: Where appropriate, you may also use the Renew W/Due date option found under the Renew split button to specify a due date before or after what your policy would usually allow.  If you select a due date that exceeds policy, you will be forced to acknowledge the policy conflict before being allowed to proceed.

The due date of a recalled item can be changed

You can now manually change the due date of a recalled item, while leaving the loan in a recalled state.   This feature is very useful if you need to give a patron more time with an item but you still want recall penalties and notification policies to be applied. 

At the checkout screen, click the box to the left of the recalled item for which you would like to change the due date.  Then, click the Change due date button in the bottom, left corner of the screen to open the Choose due date dialog.

In the dialog screen, type in the new desired due date or select a date using the calendar widget to the right of the date.

If you select a due date that exceeds policy, you will be forced to acknowledge the policy conflict before being allowed to proceed, depending on your role. Student Workers will need a senior staff member to override/approve the due date change. See the Circulation roles documentation page for information about Override credentials.

 Note:  You will continue to be unable to manually change the due date of any overdue or long overdue loans, whether they are on a regular loan or have been recalled.  If you want to change the due date of an already overdue loan, you may use the renewal option.  Be advised that renewing an item will release it from its recalled status.  There is no other way to adjust the due date of a recalled loan if it is already overdue.

 Note:  There are no special considerations or restrictions for circulation groups.  Any staff user can renew or change a due date for any group loan.   

 Note:  If automatic checkout receipt notifications are enabled, be advised that changing the due date of a loan will send a receipt to the patron.  If you aren't sure if this receipt is enabled for your institution, circulation administrators can check the setting in OCLC Service Configuration > WMS Circulation > Notifications and Receipts > Additional Patron Notifications > Automatic Email Receipts > Due Date Receipt Notification Policy.

Long Overdue fees are automatically cancelled if an item is manually recalled

Library staff can now choose to manually recall an item that is long overdue which will result in  overdue fees being automatically cancelled per long overdue and lost policies. 

 Note:  At this time, partially resolved bills will also be cancelled when a long overdue loan is manually recalled but this will be fixed in a future release.