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WorldShare Interlibrary Loan release notes, July 2017

Release Date: July 23, 2017

Browser support

This release was tested with the following browsers:

  • Chrome (latest version)
  • Firefox (latest version)
  • Internet Explorer 11

Adobe Reader and JavaScript need to be enabled.

Browser compatibility chart

Recommended actions

For this release, we recommend that you review the following checklists and complete the relevant tasks so that you can adjust your policies and workflows and train your staff. These checklists identify 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 other items that might require additional action or follow up by your institution.

Action

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.

https://oclc-prod.mindtouch.us/World...d_known_issues

Workflow improvements

Manually route existing requests through Direct Request

Direct Request automates processing of borrowing requests. As of the May 2017 release, you can now manually route newly created requests through Direct Request. With this release, you can also manually route existing requests though Direct Request. This lets you to submit a borrowing request without selecting lenders or applying constant data, provided your Direct Request profile is set to produce the request. Patron data is required for the request to be processed with Direct Request.

For example, if a borrowing request could not initially be produced by Direct Request, the Request History may include entries similar to the ones below.

You may wish to enhance the citation information and route the request through Direct Request again. To do that, you can use the Send to Direct Request button, which is now available for any borrowing request that has not yet been submitted to lenders.

If the request is produced with Direct Request, it will appear in the Direct Produced queue. If it is not produced, it will remain in the list for staff review. You can check the Request History to see why it could not be produced, make further changes, and then send to Direct Request again if appropriate.

Additional details are available in the WorldShare ILL documentation:

https://oclc-prod.mindtouch.us/World...erlibrary_Loan

Respond “Yes” to batches of lending requests without applying Constant Data

With the May 2017 release, you became able to update lending requests individually prior to responding “Yes”. This allowed you, for example, to add a due date and return address before printing the pull slip.

With this release, you can now respond “Yes” to batches of requests without applying Constant Data or overriding previously saved values. This lets you make updates to a request while you are reviewing or considering and then retain that information when responding “Yes” in batch.

The screen below shows the new blank option in the drop-down menu for Constant Data, which allows you to retain previously saved values.

Note that if a request ages out before you respond “Yes”, and moves to another potential lender, the Constant Data that you entered is removed from the request.

Additional details are available in the WorldShare ILL documentation:

https://oclc-prod.mindtouch.us/World...erlibrary_Loan

Known issues

The following known issue has been corrected in this release:

  • Recently closed requests are temporarily not searchable as either an ‘active request’ or ‘closed request’ from the WorldShare ILL home page.

Lists of current known issues and recently fixed issues can be found at:

https://oclc-prod.mindtouch.us/World...s/Known_issues

Future releases

Roadmap information is available at http://www.oclc.org/community/interl...y_loan.en.html

Important links

Product website

More product information can be found at:

http://www.oclc.org/en-US/worldshare-ill.html

Support website(s)

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

OCLC Community Center

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http://www.oclc.org/community/home.en.html

 

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