WorldShare Record Manager enhancements digest
Full digest of new features and enhancements
| Enhancement | Release date | Resources and related links |
|---|---|---|
| Bulk edit field indicators for Local Bibliographic Data (LBD) | February 2025 | |
| Bulk edit field indicators for Local Holdings Records (LHR) | February 2025 | |
| Updates to the Saved - In Progress file functionality | October 2024 | |
| Ability to apply a facet to limit search results to physical journals | June 2024 | |
| WorldCat entities URIs automatically added to WorldCat records for newly controlled headings | June 2024 | |
|
Create WorldCat Entities from Record Manager (OCLC Meridian users) |
May 2024 | |
| Updates to insert WorldCat Entities in bibliographic fields | May 2024 | |
| March 2024 | ||
| February 2024 | ||
|
Search WorldCat Entities and insert linked data identifiers in bibliographic records |
January 2024 | |
| The maximum number of records that can be added to a single export list increased to 500 | January 2024 | |
| Filter by branch and shelving location on Copies screen | December 2023 | |
| Selected branch filter persists during the current session | December 2023 | |
| WorldCat holdings audience levels | December 2023 | |
| October 2023 | ||
| Larger font sizes for label content | October 2023 | |
|
User preference for the call number duplicate check is now set to "disabled" per default |
October 2023 | |
| October 2023 | ||
| FAST (Faceted Application of Subject Terminology) added as authority file | August 2023 | |
| August 2023 | ||
|
A new column "Date Exported" has been added to individual export lists |
August 2023 | |
| OCLC Member Merge: Compare and merge two bibliographic records | August 2023 | |
|
"Insert From Cited Record" feature now available for field 788 |
July 2023 |
|
| July 2023 |
|
|
|
"Set Holding and Export" button added to all Record Manager Cataloging MARC Editor views |
July 2023 |
|
| Display of Request IDs | June 2023 | |
| May 2023 | ||
|
New content type Enumeration/Chronology in Label Templates |
November 2022 | |
|
Display of the permanent shelving location on the LHR copies view for serials and multiparts |
October 2022 | |
|
View a warning message when a duplicate call number is used |
September 2022 | |
|
Up to 100 field exclusions available in record export preferences |
August 2022 | |
|
Shared institution-wide authority export lists |
July 2022 | |
|
Export list name displays as a clickable hyperlink |
July 2022 | |
|
Record Work lists name displays as a clickable hyperlink |
July 2022 | |
| LHR Change History | July 2022 | |
|
Shared institution-wide bibliographic export lists |
May 2022 | |
| Simplified cataloging role | May 2022 | |
|
Remove filtered target records from record work lists |
January 2022 |
|
| Talis reading lists | January 2022 | |
|
View a warning message when a duplicate barcode is added to a Local Holdings Record (LHR) |
December 2021 | |
|
Number of rows selector available for copies and holdings |
December 2021 | |
|
Add a shared print commitment in an LHR in Record Manager |
October 2021 | |
| Display of field 066 in a bibliographic record | October 2021 | |
|
Workflow status enhancements added for Bibliographic Records / Saved - In Progress |
October 2021 | |
| Enhancements to search results and Details pages | October 2021 | |
|
Filter by institution(s) on the WorldCat Holdings page |
July 2021 | |
| Agent functionality | July 2021 | |
|
Allow non-Latin characters when creating and printing labels |
July 2021 | |
| Limit counters for barcode and OCLC number searches | July 2021 |
|
|
New Holdings in My Group tab |
May 2021 | |
| New columns and links added to search result lists | May 2021 | |
| Ability to view other libraries' Local Holdings Records | February 2021 | |
| Condensed search results list | February 2021 |
New features by functional area
Account roles
Enhancements to WorldShare user account roles.
- Cataloging basic role (February 2024)
- Simplified cataloging role (May 2022)
- Agent functionality (July 2021)
Authority records
Enhancements that impact the authority record editor.
Bibliographic records
Enhancements that impact the bibliographic record editor.
- WorldCat Entity URIs are automatically added to WorldCat records for newly controlled headings (June 2024)
- Search WorldCat Entities and insert linked data identifiers in bibliographic records (January 2024)
- New link "View in Worldcat.org" added to view the currently displayed bibliographic record in WorldCat.org (October 2023)
- Default value for the Encoding Level (LDR/17) now consistent for all create/derive workflows in the MARC21 editor (October 2023)
- "Insert From Cited Record" feature now available for field 788 (July 2023)
- Number of rows selector available for copies and holdings (December 2021)
- Display of field 066 in a bibliographic record (October 2021
Exporting
Enhancements that impact and improve the functionality of record exporting.
- Modernized and restyled export list functionality (March 2024)
- Maximum number of records that can be added to a single export list increased to 500 (January 2024)
- A new column "Date Exported" has been added to individual export lists (August 2023)
- "Set Holding and Export" button added to all Record Manager Cataloging MARC Editor views (July 2023)
- Up to 100 field exclusions available in record export preferences (August 2022)
- Shared institution-wide authority export lists (July 2022)
- Shared institution-wide bibliographic export lists (May 2022)
Filters
Enhancements that extend the functionality of filtering throughout the interface.
- Filter by branch and shelving location on Copies screen (December 2023)
- Selected branch filter persists during the current session (December 2023)
General
General updates that impact multiple pages within the interface.
- WorldCat holdings audience levels (December 2023)
- OCLC Member Merge: Compare and merge two bibliographic records (August 2023)
- Display of Request IDs (June 2023)
- Talis reading lists (January 2022)
Local bibliographic records
Enhancements that impact and extend local bibliographic record functionality.
- Bulk edit field indicators for Local Bibliographic Data (February 2025)
Local Holdings Records
Enhancements that impact and extend local holdings record functionality.
- Bulk edit field indicators for Local Holdings Records (February 2025)
- In the LHR text-view editor the call number is automatically populated from bibliographic record based on user preferences (July 2023)
- Display the temporary shelving locations in the Local Holdings Record (LHR) MARC 21 editor for 877 and 878 fields (May 2023)
- Display of the permanent shelving location on the LHR copies view for serials and multiparts (October 2022)
- View a warning message when a duplicate call number is used (September 2022)
- LHR Change History (July 2022)
- View a warning message when a duplicate barcode is added to a Local Holdings Record (LHR) (December 2021)
- Add a shared print commitment in an LHR in Record Manager (October 2021)
- Filter by institution(s) on the WorldCat Holdings page (July 2021)
- New Holdings in My Group tab (May 2021)
- Ability to view other libraries' Local Holdings Records (February 2021)
My Labels
Enhancements that help users format their label print lists.
- Larger font sizes for label content (October 2023)
- New content type Enumeration/Chronology in Label Templates (November 2022)
- Allow non-Latin characters when creating and printing labels (July 2021)
Record work lists
Enhancements to the functionality of bulk record management.
- Remove filtered target records from record work lists (January 2022)
Saved - In Progress file
Enhancements that impact and extend the Saved - In Progress file functionality.
- Apply constant data to a Saved - In Progress record (October 2024)
- Derive a new bibliographic constant data record from a Saved - In Progress record (October 2024)
- Set WorldCat holdings on a Saved - In Progress record (October 2024)
- Send a record in the Saved - In Progress file to a label print list (October 2024)
Search
Enhancements that aid users in acting on search results.
- Apply facet to limit search results to physical journals (June 2024)
- Limit counters for barcode and OCLC number searches (July 2021)
- New columns and links added to search result lists (May 2021)
- Condensed search results list (February 2021)
User Preferences
Enhancements that allow users to have more control over their preferences and settings in the interface.
- User preference for the call number duplicate check is now set to "disabled" per default (October 2023)
- New user preferences (August 2023)