Release Date: August 19, 2018
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 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.
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.
If the link to your library’s catalog has not been set up, or if the link needs to be updated, follow the instructions for Search my library's online catalog. When you have enabled your online catalog links, you can search your catalog for requested items as a borrower or lender.
|Have you updated addresses in each of your borrower and lender Constant Data records? 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.|
|Have there been any changes in your contact information or lending policies? If so, please make the appropriate updates in Policies Directory.|
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New features and enhancements
This release provides the ability to retain and search patron data on closed requests, as well as deliver larger files via Article Exchange. Libraries in the U.K., Australia, and New Zealand are now able to track patron copyright acknowledgement, and libraries in New Zealand can now conduct IFM transactions in the New Zealand Dollar.
Retain patron data on closed requests
Your library can optionally retain patron data on closed requests:
- Specify in Service Configuration the amount of time (up to 60 months) to retain patron data after a request is closed
- Search for closed requests by Patron Name, Patron ID, or Patron Department
Note: Patron Name and Patron ID will not be available in OCLC Usage Statistics. Patron Status and Patron Department continue to be included.
Note: Patron data is not currently encrypted in the database. This enhancement is planned by the end of 2018.
Deliver Article Exchange files up to 120 MB
The maximum file size for Article Exchange has been increased from 60 MB to 120 MB.
For more information on Article Exchange features, see Article Exchange.
Support copyright laws in the U.K., Australia, and New Zealand
Libraries in these countries can now track patron acceptance of local copyright terms:
- Select your library's default copyright compliance statement to be applied with borrower constant data records
- Confirm and track patron acceptance
Note: For libraries outside of these countries, there is no change in processing lending requests. However, when a library in the U.K., Australia, or New Zealand requests a copy from a lending library in the U.S., for example, the U.S. lender will not see any indication of United States’ CCG (Compliance CONTU Guidelines) or CCL (Compliance Copyright Law). Instead, the lender will see an acknowledgement of their non-U.S. copyright compliance.
Example from an Australian library request as seen by a U.S. lending library:
For additional detail, see Borrowing Library Information Fields, Copyright Compliance.
Bug fixes and known issues
Lists of current known issues and recently fixed issues can be found at
The following enhancement is targeted for an upcoming release:
- Printing of book stickers for borrowing and document delivery requests
Roadmap information is available in the WorldShare ILL community.
More product information can be found at:
Support information for this product and related products can be found at:
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