WorldShare Record Manager enhancements digest

The WorldShare Record Manager Enhancements Digest is a summary of new features and enhancements that have been added to WorldShare Record Manager since January 2021. In the digest, you will find a chronological list of recent enhancements with links to their related resources, as well as a comprehensive listing of recently released enhancements categorized by functional area.

Full digest of new features and enhancements

Enhancement	Release date	Resources and related links
Create WorldCat Entities from Record Manager (OCLC Meridian users)	May 2024	Record Manager Release Overview Session, May 16, 2024 Create WorldCat entity
Updates to insert WorldCat Entities in bibliographic fields	May 2024	Record Manager Release Overview Session, May 16, 2024 Insert a WorldCat Entity identifier in a bibliographic field
Modernized and restyled export list functionality	March 2024	Export MARC 21 records Export authority records
Cataloging basic role	February 2024	Record Manager roles Record Manager Fundamentals account roles Simplified cataloging account roles
Search WorldCat Entities and insert linked data identifiers in bibliographic records	January 2024	Record Manager Release Overview Session, 29 January 2024 Insert a WorldCat Entity identifier in a bibliographic record
The maximum number of records that can be added to a single export list increased to 500	January 2024	Record Manager Release Overview Session, 29 January 2024
Filter by branch and shelving location on Copies screen	December 2023	Record Manager Release Overview Session, 28 December 2023 View copies owned by your institution
Selected branch filter persists during the current session	December 2023	Record Manager Release Overview Session, 28 December 2023
WorldCat holdings audience levels	December 2023	WorldCat holdings audience levels
New link "View in Worldcat.org" added to view the currently displayed bibliographic record in WorldCat.org	October 2023	Record Manager Release Overview Session, 19 October 2023 View a bibliographic record in WorldCat.org View a LHR in WorldCat.org
Larger font sizes for label content	October 2023	Record Manager Release Overview Session, 19 October 2023 Edit a spine label
User preference for the call number duplicate check is now set to "disabled" per default	October 2023	Record Manager Release Overview Session, 19 October 2023 Working with Records
Default value for the Encoding Level (LDR/17) now consistent for all create/derive workflows in the MARC21 editor	October 2023	Record Manager Release Overview Session, 19 October 2023
FAST (Faceted Application of Subject Terminology) added as authority file	August 2023	Record Manager Release Overview Session, 24 August 2023 FAST Authorities FAST indexes and indexed fields
New user preferences	August 2023	Record Manager Release Overview Session, 24 August 2023 Set preferences for bibliographic records
A new column "Date Exported" has been added to individual export lists	August 2023	Record Manager Release Overview Session, 24 August 2023
OCLC Member Merge: Compare and merge two bibliographic records	August 2023	WorldShare Record Manager and the OCLC Member Merge Program Compare bibliographic records
"Insert From Cited Record" feature now available for field 788	July 2023	Record Manager Release Overview Session, 24 July 2023 (requires Community Center login) Insert information from a cited record
In the LHR text-view editor, the call number is automatically populated from bibliographic record based on user preferences	July 2023	Record Manager Release Overview Session, 24 July 2023 (requires Community Center login)
"Set Holding and Export" button added to all Record Manager Cataloging MARC Editor views	July 2023	Record Manager Release Overview Session, 24 July 2023 (requires Community Center login) Set WorldCat holdings on MARC 21 bibliographic records
Display of Request IDs	June 2023
Display the temporary shelving locations in the Local Holdings Record (LHR) MARC 21 editor for 877 and 878 fields	May 2023	Edit a LHR
New content type Enumeration/Chronology in Label Templates	November 2022	Record Manager Release Overview Session, 12 November 2022 About label templates Available label setup format options
Display of the permanent shelving location on the LHR copies view for serials and multiparts	October 2022	View copies owned by your institution
View a warning message when a duplicate call number is used	September 2022	Check for duplicate call numbers
Up to 100 field exclusions available in record export preferences	August 2022	Set preferences for general export
Shared institution-wide authority export lists	July 2022	Record Manager Release Overview Session, 25 July 2022 Create an authority record export list
Export list name displays as a clickable hyperlink	July 2022	Record Manager Release Overview Session, 25 July 2022
Record Work lists name displays as a clickable hyperlink	July 2022	Record Manager Release Overview Session, 25 July 2022
LHR Change History	July 2022	Record Manager Release Overview Session, July 7, 2022 View LHR Change History
Shared institution-wide bibliographic export lists	May 2022	Create an export list
Simplified cataloging role	May 2022	Record Manager Release Overview Session, May 17, 2022 Record Manager account roles Simplified cataloging interface
Remove filtered target records from record work lists	January 2022
Talis reading lists	January 2022	Talis Aspire reading lists
View a warning message when a duplicate barcode is added to a Local Holdings Record (LHR)	December 2021	Record Manager Release Overview Session, December 4, 2021 Edit a LHR
Number of rows selector available for copies and holdings	December 2021	Record Manager Release Overview Session, December 4, 2021 View copies owned by your institution
Add a shared print commitment in an LHR in Record Manager	October 2021	Record Manager Release Overview Session, October 9, 2021 Add a Shared Print commitment to a LHR
Display of field 066 in a bibliographic record	October 2021	Record Manager Release Overview Session, October 9, 2021
Workflow status enhancements added for Bibliographic Records / Saved - In Progress	October 2021	Record Manager Release Overview Session, October 9, 2021 Saved - In Progress
Enhancements to search results and Details pages	October 2021	Record Manager Release Overview Session, October 9, 2021 Search results
Filter by institution(s) on the WorldCat Holdings page	July 2021	Record Manager Release Overview Session, July 24, 2021 Filter holdings by institution
Agent functionality	July 2021	Record Manager Release Overview Session, July 24, 2021 Record Manager account roles
Allow non-Latin characters when creating and printing labels	July 2021	Record Manager Release Overview Session, July 24, 2021 My Labels
Limit counters for barcode and OCLC number searches	July 2021
New Holdings in My Group tab	May 2021	View WorldCat holdings for a bibliographic record
New columns and links added to search result lists	May 2021	Search results
Ability to view other libraries' Local Holdings Records	February 2021	View WorldCat holdings for a bibliographic record
Condensed search results list	February 2021	Search results