WorldShare Record Manager release notes, December 2023

New filter option on the Copies page

A new filter option has been added to the Copies page, allowing you to now filter your copies by branch and shelving location or by branch and temporary shelving location. This helps you find the copies you're looking for more easily, especially if the title has many copies. 

Decide what you want to filter by first, Branch/Shelving Location or Branch/Temporary Shelving Location.

Then, choose the branch from the dropdown; it shows a list of all available branches in your institution. 

If you want to narrow your copies list further, select a shelving location from the corresponding list:

Click the "Apply Filter" button. The selected branch and shelving location filter will be applied, and the list of copies will now be narrowed down to only those that match your selection.

You can also view the narrowed-down list of items in the Holdings View. The filter applies to any view of the list and you can switch between the Copies View and the Holdings View.:

Clicking the "Reset" link will undo the filtering.

Selected branch filter persists during the current session

If you have filtered a copies list by branch and shelving location or temporary shelving location this filter will persist for the duration of the current Record Manager session unless you reset the filter (or select a different filter).

For example, if you are scrolling through a result list and have selected a copies list from a title, then scroll forward to the next title, the copies list of that title will be filtered by the selected filter as well. Please be aware of that filter.

Example: The copies list of the above title "Virginia environmental law journal" has been filtered by "South Branch" and "South Periodicals". Scrolling though the next set of results, all following copies will be filtered by the same criteria. The below title "Journal of public administration education" only shows its copy for the South Branch. If you want to see the complete list, the branch filter must be reset.

Expiration date decreased when records were removed from export list

Previously, the expiration date for an export list decreased as soon as records were removed from that export list. Now, any change to an export list will reset the expiration date back to 29 days. 

An extra 049 field was added to the export file when exporting local data as a user with the Simplified role

Users that were logged in with the Simplified role who exported records by adding local data and filling in their correct Holding library code for the title ended up with one MARC record that included two codes in the 049 tag. Now the exported record has only one correct 049 tag. 

Error when applying Dewey Cutter to a bibliographic record

Previously when applying the Dewey Cutter option under the Edit menu to a bibliographic record an error message appeared. Now the Dewey Cutter can be applied correctly.