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WorldShare Reports release notes, November 2020

 

Release Date: November 18, 2020

Introduction

This release of WorldShare Reports provides a number of new features and enhancements in addition to numerous bug fixes. These features will help you manage more complex workflows, including:

  • Reporting availability on circulation holds placed across editions
  • Reporting availability on specific hold pickup locations per branch
  • Addition of hold request notes to include in holds analysis
  • Improved local item subclass fields

Many of these enhancements are the direct result of your feedback.

New features and enhancements

The ability to report on Edition-Level Holds, Special Pickup Locations for Holds and Hold Request Notes

Edition-Level Holds

This release of Worldshare Reports gives your library the ability to report on Edition-Level holds. This feature was part of the October 2020 release of WMS Circulation. New report objects are available in the Circulation Hold Request universe and Circulation Events universe to assist your library with its reporting needs. This report object displays the variant OCLC numbers in a pipe delimited format.

Item Variant OCLC Numbers: A set of OCLC numbers that represent alternative bibliographic records that are eligible to fulfill a hold request, e.g., bibliographic records that describe the same edition of a work.

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Hold pickup locations per branch

This release of WorldShare Reports introduces the Hold Pickup Branch Location report object to make it easier to report on special pickup location for your library. This feature became available to your library during the October 2020 release of WMS Circulation. The following report objects have been added to the Circulation Hold Request universe, Circulation Scheduled Items universe and Circulation Events Universe to help your library with reporting on these pickup locations.

Hold Pickup Branch Location: The service location at a library branch at which an item that fulfills a hold request should be held for pickup by the patron.

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Schedule Pickup Branch Location: The service location at a library branch at which an item that fulfills a schedule request should be held for pickup by the patron.

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Event Pickup Branch Location: The service location at a library branch where an item is sent to fulfill a hold request.

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Addition of Hold Request notes and Hold Request ID

The Hold Request Text report object has been replaced by the Hold Request Note object in the Circulation Hold Request universe. This enhanced report object is designed to make it easier and clearer for your library to report on hold notes filled in by patrons and library staff. The Hold Request ID object has also been added to the Circulation Hold Request universe. This added report object gives your library the ability to identify specific circulation hold requests.

Hold Request ID: The system-supplied value that uniquely identifies a circulation hold request, e.g., eef6135f-3cd1-4f99-8e1b-2fa23bcf1b16.

Hold Request Note: Note about a hold request that can be viewed and edited by library staff and requesting patron.

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Improved local item subclass fields

This release of WorldShare Reports makes improved LHR item level call number classification and subclassification available to your library. These updated report fields will now appropriately breakout the call number class and subclass. These changes can be found in the LHR Item Detail folder of the LHR Item Detail universe and the Volatility folder in the Cataloging universe.

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Bug fixes

  • Diacritics in the My Library feature of the Analytics tab in WMS and the group scope reporting dropdown are now displaying correctly. Previously, diacritics were displaying as a question mark. This bug fix was completed 6 November 2020.
  • The Publication Date in the Acquisitions universe is now populating more accurately. Previously, this data was not populating consistently.

Please use the Analytics’ discussion forum to discuss any issues you encounter or contact support at support@oclc.org.

Known issues

There are no new known issues at this time.

A list of all other current known issues is available here.

Support websites

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

 

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