Release Date: October 16, 2022
This release of WorldShare Interlibrary Loan provides new features and enhancements in addition to numerous bug fixes. These features will help you manage more complex workflows, including:
- More efficiently build lending automations with more detailed error messaging
- Coming soon: Streamline off-system requesting with partner records
- Coming soon: View the Article Exchange interface in French
Many of these enhancements are the direct result of your feedback.
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.
For best performance, it's very important to clear your browser's cache before starting to work with WorldShare ILL!
Be sure to utilize Smart fulfillment functionality, including:
If the link to your library’s catalog has not been set up or if the link needs to be updated, follow the instructions below. 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 within each of your borrower and lender Constant Data records in OCLC Service Configuration? 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 your contact information or lending policies changed? If so, please make the appropriate updates in OCLC Policies Directory.|
In an effort to keep your staff informed of new features and changes, you may also want to consider these items.
Share these release notes with your colleagues.
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New features and enhancements
More efficiently build lending automations with more detailed error messaging
You can now see more specific error messages when saving a lending automation in service configuration. Generic error messages have been replaced by specific error messages that point out blank or missing fields, duplicate automation names and priorities and more.
More information can be found here.
Streamline off-system requesting with partner records
On October 25, a new Address Book option in OCLC Service Configuration will allow you to create and maintain details about off-system institutions that you borrower from and lend to.
With a future release, you will be able to use these records to populate the partner details in the your off-system borrowing and lending requests, removing the need to enter all the information individually into each off-system request.
By default these partner records are private to your library. Please note that if you belong to a WMS Group the partner records of all the member libraries will be visible and editable by all the member libraries in the group.
Add a new partner to the address book
You will be able to add a new library partner to the Address book by navigating to OCLC Service Configuration and selecting WorldShare ILL > Address Book.
To add a new partner, click the Add Partner button. Note that partner name and symbol must be unique from other partners. Each partner record holds information about the partner's identity, their role in off-system ILL transactions with the creating OCLC library, and their Billing, Shipping and Return addresses. Because partners will be linked to off-system ILL requests, they cannot be deleted once created but they can be flagged as inactive so that they cannot be included in future transactions.
Add off-system partner details to an off-system request
In a future release, you'll be able to associate these partners to an off-system request. OCLC has delayed this functionality so that you have time to add your partner records to the system in advance of requiring a partner for each off-system request.
For more information, see Off-system requesting.
View the Article Exchange interface in French
On October 28, you will be able to view the Article Exchange interface, including error and success messages and the header and footer, in French.
For more information, see Article Exchange.
- On the holdings screen, Year is now translated. On the tabbed search history, Holdings is also translated. Previously, these words always displayed in English.
- Some Automation Notes in Automation History are now translated. Previously, these always displayed in English.
- Lending automations matching on profiled groups will now properly match based on symbols in the group. Previously, some requests matched on profiled group incorrectly.
- A warning message about constant data persistence being turned on in service configuration when an automation has acted to apply constant data to a lending request will now only appear when a lending request is in a status where constant data can be updated by lending staff. Previously, this warning appeared at every step of the lending workflow.
- In Request History > ISO History, the Refresh link text is now translated. Previously, this always displayed in English.
For a list of current and recently fixed issues, see Known issues.
Product Insights: Resource Sharing
To help you become familiar with the enhancements and fixes included in this release, please attend the upcoming webinar Product Insights: Resource Sharing.
Date: Tuesday, October 25, 2:00pm, Eastern Daylight Time (New York, UTC -04:00)
Please note the session time zone when registering. The sessions will be recorded and archived for future viewing on the OCLC Community Center. Please register, even if you are unable to attend, to receive a link to the recorded session.
OCLC Resource Sharing Conference (RSC22) web series
OCLC invites you to view the recordings from past presentations in the 2022 OCLC Resource Sharing Conference web series. This year’s series of free, virtual sessions featured ILL 101 sessions, automation, controlled digital lending, and moving resource sharing forward during this challenging time. Recordings and slides are available in the community center.
RSC22 included these sessions:
- Working smarter not harder: How to automate your holdings and configure policies to expedite fulfillment | Recording
- Lightning sessions: Resource sharing at the Internet Archive and E-book lending/borrowing demystified | Recording
- The persistence of CONTU: The results of two surveys | Recording
- Controlled digital lending for resource sharing: Law and policy since 2018 | Recording
- A look into the future of ILL services | Recording
- Controlled digital lending during global COVID-19 and beyond | Recording
In partnership with IDS Project, recordings of pre-conference ILL 101 sessions are also available at the Online Learning Institute.
Virtual Workshop Series: Learn how to fine-tune your ILL setup
The series included the following topics:
- Part 1: Fine-tune your policies and deflections (recording, slides, and checklist available)
- Part 2: Construct your custom holdings (recording, slides, and checklist available)
- Part 3: Automate your request process (recording, slides, and checklist available)
- Part 4: Curate and care for your constant data (recording, slides, and checklist available)
- Part 5: Make your usage statistics count (recording, slides, and checklist available)