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WorldShare Record Manager release notes, October 2021

 

Release Date: October 16, 2021

Introduction

This release of WorldShare Record Manager provides four new features and enhancements in addition to three bug fixes. These features, including the following, will help you manage more complex workflows.

  • Ability to add a Shared print commitment in a local holding record (LHR)
  • Display of field 066 in a bibliographic record
  • Workflow status enhancements were added for Bibliographic Records / Saved - In Progress
    • Workflow status "In Review" was added to the list of statuses for Bibliographic Records / Saved - In Progress
    • Index "Workflow status" was added to the list of search indexes for Bibliographic Records / Saved - In Progress
  • Enhancements to search results and Details pages
    • Edition statement (MARC tag 250) in search results and on Details pages
    • Uniform title (MARC tag 130 or 240) on Details pages
  • Bug fixes:
    • Field 876 $d no longer is deleted when editing the Temporary Shelving Location in text-view
    • Options for transferring LHRs are now available in all supported languages
    • Applying an author facet no longer returns zero results

New features and enhancements

Add a shared print commitment in an LHR in Record Manager

You can now manually add a shared print commitment in the LHR editor for local holdings records that you are committing to retain. Previously shared print commitments could only be added through data sync in WorldShare Collection Manager.

If you want to add a shared print commitment, follow these steps:

  1. Sign in to Record Manager.
  2. Navigate to the local holding record you would like to add the shared print commitment or derive a local holdings record if one does not exist yet.
  3. Within the LHR, select Record > Shared Print Commitment > Add: a 583 field is added in the LHR. 
  4. Make changes to the 583 field as needed if updating your retention commitment.
    • 583 $f Archiving Program Name (required)
    • 583 $c Start date of your retention commitment (required)
    • 583 $d Expiration date of your retention commitment (required)
    • 583 $j Site of Action (optional)
    • 583 $u URL to Documentation for Archiving Program (optional)
    • 583 $z Public note (optional)
    • 583 $5 Archiving Institution (optional)
  5. Click Save after you complete modifications to the LHR. (The 852 $h and $i and 876 fields can be removed if not applicable)

AddSharedPrint.png

Added583.png

 

Display of field 066 in a bibliographic record

Field 066 is now being displayed in bibliographic records in case the record contains data in non-Latin script. Previously, the 066 field did not display in bibliographic records. You can now make cataloging edits based on what value displays in the 066 field.

Display066field.png

Workflow status enhancements were added for Bibliographic Records / Saved - In Progress

Workflow status "In Review" added to the list of statuses for Bibliographic Records / Saved - In Progress

You can now add the workflow status "In Review" to a record in the Bibliographic Records Saved - In Progress file. This status is also available for the Authority Saved - In Progress file and adding it to the Bibliographic Saved - In Progress file now provides a consistent user experience.

WorkflowInReview.png

Workflow status added to the list of search indexes for Bibliographic Records / Saved - In Progress

The Workflow status "In Review" has now been added to the list of indexes for searching the Bibliographic Saved - In Progress file. This index is also available for the Authority Saved - In Progress file and offering it for bibliographic searches now provides a consistent user experience.

WorkflowStatusIndex.png

Enhancements to search results and Details pages

Edition statement (MARC tag 250) in search results and Details page 

You can now see the edition statement, taken from MARC tag 250 on search results lists, the Details page, and the bibliographic information in the blue info icon. This helps you to identify the record you're looking for easily.

EditionStatement.png

*This functionality was prioritized highly on our WorldShare Record Manager Community Feedback Survey. 

Uniform title on Details pages

You can now see the uniform title information, taken from MARC tag 130 or 240, on the Details page and the bibliographic information in the blue info icon. This helps you to identify the record you're looking for easily.

UniformTitle.png

*This functionality was prioritized highly on our WorldShare Record Manager Community Feedback Survey.

Bug fixes

Field 876 $d no longer is deleted when editing the Temporary Shelving Location in text-view

Now field 876 $d will remain in the LHR when you edit and replace the Temporary Shelving Location in text-view. Previously, the 876 $d field was deleted when the Temporary Shelving Location was updated in text-view.

Options for transferring LHRs are now available in all supported languages

You will now see the options in the dropdown list when transferring LHRs to a new bibliographic record and working in the French user interface (or any other language). Previously, these texts were displayed in the English interface only. 

TransferLHRinFrench.png

Applying an author facet no longer returns zero results

You can now apply author facets containing special characters and they will return appropriate results. Previously, when applying an author facet that contained specific characters such as a period or an ampersand in some cases no results were found.

Important links

Release overview session

To help users become familiar with the new features, enhancements, and bug fixes included in this release please see a pre-recorded Release Overview session.

 

WorldShare Record Manager office hours

Join the WorldShare Record Manager team to ask any questions you have about Record Manager. Visit Record Manager Events in the Community Center for more information about upcoming office hours and previous recordings.

WorldCat Validation release notes 

WorldCat Validation release notes provide current OCLC-MARC updates; changes to tagging conventions and coding practices for Bibliographic, Authority, and Holdings records; and new MARC codes. 

​​​​​Virtual AskQC office hours

Join OCLC Metadata Quality staff to discuss WorldCat quality issues and cataloging questions. Visit AskQC for information about upcoming office hours, previous office hour recordings, and supporting materials.

Support website(s)

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