Release Date: May 14, 2017
This release was tested with the following browsers:
- Chrome (latest version)
- Firefox (latest version)
- Internet Explorer 11
For this release, we recommend that you review the following checklist and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. This checklist identifies updates that we have determined as significant for most institutions. We encourage you to review all of the items in the release notes to determine whether there are items that might require additional action or follow up by your institution.
These items require immediate action or decisions.
Following the release, we recommend that you clear your browser’s cache before starting to work with WorldShare ILL.
Have you updated addresses in all your borrower and lender Constant Data? If not, please do so on behalf of all your borrowing and lending partners. Address labels do not print properly unless the addresses are formatted correctly.
Share release notes with your colleagues.
Send new borrowing requests manually through Direct Request
Direct Request automates processing of borrowing requests. With this release, library staff can now route newly created requests manually through Direct Request. This allows you to submit a request without selecting lenders on the holdings screen or applying constant data, provided your Direct Request profile is set to produce the request.
To manually send a request through Direct Request, first create the request by using Discover Items or the Create Request option. Both are available from the left-hand navigation.
Within Discover Items, a new Create Request button is provided on the search results page:
It is also provided on the bibliographic details page:
On the new request page, the Send Request option now has a down arrow with the new option to Send to Direct Request. Click this to submit the request manually to Direct Request.
If the request meets the requirements for your Direct Request profile(s), e.g., sufficient number of potential lenders, the request moves to the Direct Produced queue. If no potential lenders are identified, the request moves to New for Review.
Note: Send to Direct Request is not available for multiple-copy requests for book clubs.
Details on Direct Request are available in the WorldShare ILL documentation:
Quickly verify citations in Google Scholar, Google Books, and Google
In borrowing and lending requests, you can now quickly search Google Scholar, Google Books, and Google to find complete citation information.
Within the request, you’ll now see three new search options.
The Google Scholar option uses article information provided in the request to find matches in Google Scholar. The Google Books option will attempt a title match in Google Books. The Google option uses information in the request to search Google.
In Google Scholar, for example, you can use the Cite option and then copy/paste additional citation information into the request.
Details on Google search options are available in the WorldShare ILL documentation:
Deliver a document received by email to your patron via Article Exchange
When you receive a document from a lender via email, you can now attach the document to the request and deliver it to your patron via Article Exchange.
The OCLC Article Exchange option is now available for borrowing requests in In Transit status. To attach a document, click OCLC Article Exchange, specify the file to attach, and click Drop File.
The file is uploaded to Article Exchange and the URL/Password is created.
After you Save the request, you can use the email feature to deliver the URL/Password to your patron.
Details on Article Exchange are available in the WorldShare ILL documentation:
Create a printout that can be used as both a pull slip and packing slip
For newly submitted lending requests, you can now save the due date and return address information. This allows you to print the due date and return address on the printout, which can be used as both the pull slip and the packing slip.
To create this printout, add the due date and return address information and save the request. Then use the Print Now button to create the printout or add the request to the Print Queue for batch printing.
The due date and return information are included on the printout.
Details on processing lending requests and printing are available in the WorldShare ILL documentation:
Lists of currently known issues and recently fixed issues can be found at:
Roadmap information is available at:
More product information can be found at:
Support information for this product and related products can be found at:
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©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.