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WorldShare Record Manager release notes, September 2017

Release Date: September 9, 2017

Introduction

This release of WorldShare Record Manager provides five new features and enhancements, in addition to a bug fix. These features:

  • Rearrange the left-hand menu
  • Streamline keyboard shortcuts
  • Provide new Advanced Actions for deriving electronic records and clearing abbreviated encoding level 3 records
  • Create a new filter for Transliteration in the Diacritics window
  • Offer a feedback form for reporting record issues to OCLC

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

New features and enhancements

Left-hand navigation panel updates

Features in the left panel have been re-grouped and re-named. You can now use Data Type to limit your scope and index options for searching, perform Bulk Actions in Record Work Lists, send label and exported records directly to the Label and Export lists, and use the Toolbox for Text and Field Strings as well as Constant Data.

Left-hand navigation panel updates

Selecting Data Type to search

You can now use Data Type to search. Selecting a Data Type results in shorter scope lists, allowing you to select search options quickly. Note: The options you see here can be limited in Preferences.

Selecting Data Type to search

Bulk Actions moved to Record Work Lists

You will use Record Work Lists to perform bulk actions. In future releases, this area will also include lists of Local Bibliographic Data (LBD) records and Local Holdings Records (LHRs).

Bulk Actions moved to Record Work Lists

New location for Label and Export Lists

The Label and Export Lists area is where you will send your records for labels and export.

New location for Label and Export Lists

Toolbox includes Text and Field Strings and Constant Data

You will administer Text and Field Strings and Constant Data in the new Toolbox. More functionality will be moved to this location in future releases.

Toolbox includes Text and Field Strings and Constant Data

Streamlined keyboard shortcuts

You can now use keyboard shortcuts to perform actions within a record. Previously, you performed keyboard shortcuts by opening a keyboard shortcut dialogue and making selections. New keyboard shortcuts are available for the following actions in select editors:

  • Add Field Row (CNTRL+SHIFT+A)
  • Copy Field Row (CNTRL+SHIFT+C)
  • Go to Next MARC Record (CNTRL+SHIFT+8)
  • Go to Previous MARC Record (CNTRL+SHIFT+7)
  • Move Row Down (CNTRL+SHIFT+M)
  • Move Row Up (CNTRL+SHIFT+U)
  • Move LHR to Different WorldCat Record (CNTRL+SHIFT+2)
  • Paste Field Row (CNTRL+SHIFT+G)
  • Remove Controlled Heading (CNTRL+SHIFT+B)
  • Send to Export List (CNTRL+SHIFT+6)
  • Send to Label List (CNTRL+SHIFT+5)
  • Send to Local System (via TCP/IP) (CNTRL+SHIFT+4)

Perform new Advanced Actions

Derive Electronic Record

You can now derive an electronic record from a print record using the new Advanced Action, Derive Electronic Record. This action will convert AACR2 records to RDA and update fields from print to electronic. Previously, you made these changes manually.

Derive Electronic Record

Clear Encoding Level 3

You can now clear the text in variable and fixed fields from encoding level 3 records by using the new Advanced Action, Clear Encoding Level 3. This action allows you to easily enter information needed to improve and replace an abbreviated record. Previously, you manually removed data from these records.

Clear Encoding Level 3

Filter by Transliteration in the Diacritics window

You can now filter by Transliteration Language in the Diacritics window.

Transliteration language filter

Submit record change requests

You can now report duplicate record and request record updates and other record concerns via the Send Record Change Request option in the Record menu. Previously, you could only report duplicate records using this form.

Submit record change requests from Record drop-down menu

Submit record change requests dialog

Bug fixes

Consistent results for barcode searches

You can now receive correct search results when searching My LHRs by Barcode. The searched barcode displays first followed by barcodes within by the searched barcode’s LHR. Previously, you would receive inconsistent results from a barcode search.

Barcode search results

Known issues

Entire field removed from export

When you exclude data to removing specific subfields from exporting, the entire field is excluded during export. Workaround: Remove the subfield after the export is performed.

Exclude data from export

Shortcut for label printing

When you are in an LHR and attempt to use the shortcut key for label printing twice in one field, you only receive one entry on the label list. Workaround: Click on a new field within the LHR and execute the shortcut key again.

Initial article for field 245 in Derive Electronic Record Advanced Action

The initial article from field 245 is being transferred to field 776 $t. This will be corrected in a future release. The workaround is to remove the initial article manually and change the second indicator to zero before you send the command to Derive Electronic Record.

Important links

Post release sessions

To help you become familiar with the new features, enhancements and improvements included in this release, plan to attend an update session. The session will be recorded and archived for future viewing on the OCLC Community Center. Please register even if you are unable to attend, so you will receive a link to the recorded session. Be sure to double check the session time zone when registering.

WorldShare Record Manager Release Update Session One

United States Data Center

  • Tuesday 12 September 2017 10:30 a.m. - 11:30 a.m. Eastern Daylight Time (North America) (UTC -4)

Canadian Data Centre

  • Tuesday 12 September 2017 10:30 a.m. - 11:30 a.m. Eastern Daylight Time (North America) (UTC -4)

European Data Centre

  • Tuesday 12 September 2017 16:30 - 17:30 Central European Summer Time (UTC +2)

Australian Data Centre

  • Wednesday 13 September 2017 12:30 a.m. - 1:30 a.m. Australian Eastern Time (UTC +10)

Registration: https://oclc.webex.com/oclc-en/k2/j.php?MTID=tc885ffbc9965819f791ecb8680fb05ce

WorldShare Record Manager Release Update Session Two

United States Data Center

  • Wednesday 13 September 2017 6:00 p.m. - 7:00 p.m. Eastern Daylight Time (North America) (UTC -4)

Canadian Data Centre

  • Wednesday 13 September 2017 6:00 p.m. - 7:00 p.m. Eastern Daylight Time (North America) (UTC -4)

European Data Centre

  • Wednesday 13 September 2017 00:00 - 01:00 Central European Summer Time (UTC +2)

Australian Data Centre

  • Thursday 14 September 2017 8:00 a.m. - 9:00 a.m. Australian Eastern Time (UTC +10)

Registration: https://oclc.webex.com/oclc-en/k2/j.php?MTID=t57552935670e3801c35a7cf422423709

Support website(s)

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

Notices

©2017 OCLC, Inc. All rights reserved. The following product, service and business names are trademarks or service marks of OCLC, Inc.: OCLC, WorldCat, WorldShare and "Because what is known must be shared." In addition, the WorldCat and WorldShare symbols are service marks of OCLC. Third-party product service names are trademarks or service marks of their respective owners. OCLC grants permission to photocopy this publication as needed.