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WorldShare Management Services sandbox

Overview of the WorldShare Management Services (WMS) sandbox

Overview

The WMS sandbox provides your library with a safe training and testing environment so you can train your staff and test your configuration options and APIs on a current and complete set of your own local data without impacting your WMS production environment or data.

It includes access to the majority of the WorldShare suite of services and complete and current non-production versions of global data assets such as WorldCat and the WorldCat knowledge base. Because the sandbox reflects your library’s production data and configuration, the sandbox is not available during your implementation but is only available when your WMS system is in production and live.

The WMS sandbox is only available to WMS libraries, who have purchased the full suite of WorldShare applications including Acquisition and Circulation.

Libraries in the United States that are currently live with WMS can, for an additional charge, request a sandbox environment by contacting OCLC Library Services, or contacting your OCLC Library Services Consultant.

Your WMS sandbox environment is available Monday – Friday:

  • U.S. – 02:00- 20:00 (or 2:00 AM – 8:00 PM Eastern Standard Time)

 Note: The WMS sandbox is only available to libraries in the US at this time.

For additional information, see the WorldShare sandbox FAQ.

Access

WorldShare staff accounts (WorldShare Admin tab) can be maintained separately from your production accounts. Therefore, they will not automatically be copied to the sandbox environment.

Your library's sandbox URLs will have the following format. Replace yourlibrary with your library's identifier:

  • WorldShare: https://yourlibrary.share-sandbox.worldcat.org/wms
  • Discovery: https://yourlibrary.on-sandbox.worldcat.org/discovery
  • Discovery A-Z: https://yourlibrary.on-sandbox.worldcat.org/atoztitles/browse

WMS sandbox contains the following data types:

Global data

A complete copy of global data assets, including WorldCat and the WorldCat knowledge base, is included in the sandbox. The data can be accessed and edited without affecting the production data assets. 

Global data assets are updated monthly from the production system for all libraries using a sandbox. 

Local data

complete copy of your library’s local data, including bibliographic, item, order, and invoice data is included in the sandbox. However, your patron data and staff accounts are not included to ensure privacy and security.

Local data in the sandbox is be updated without affecting the production system. Local data is updated from the library’s production system on a monthly cadence for all libraries.

 Note: Data refreshes will overwrite any local changes made in the sandbox environment.

What is included in the WMS sandbox

The following are available in the WMS sandbox. Please note that there are several features in each application that are not available for use. 

APIs

API functions, including the Developer Network's sandbox, are operational in your WMS sandbox for library testing, however, not for testing by third parties. 

Tipasa

Unavailable features in Tipasa WMS sandbox environment - Table
unavailable feature notes
Article exchange Function is unavailable in the sandbox. This includes the AE scanner integration.
IFM Function is unavailable in the sandbox.
ISO ILL Function is unavailable in the sandbox.
Manual email messaging Function is unavailable in the sandbox.
Non-WMS circulation integration (NCIP) Function is unavailable in the sandbox.
Non-WMS OPAC integration Function is unavailable in the sandbox.
Notifications Function is unavailable in the sandbox.

Third party integration:

  • CCC "Get It Now" service
  •  Rapid ILL
  • Reprints desk

Functions are unavailable in the sandbox.

WorldCat Discovery

Unavailable features in WorldCat Discovery WMS sandbox environment - Table
unavailable feature notes
Cite Users are unable to generate formatted citations. Export of RIS files still supported.
Collections search (WorldCat.org ONLY) This feature is unavailable resulting in an error page displayed to the user. Remainder of site is otherwise usable.  This applies to WorldCat.org only.

DAPI

Function is unavailable in the sandbox.
Email notification Email services are unavailable in the sandbox.
Google Analytics The sandbox environment will not export analytics.
ILL OpenURL forms may not load. 
Sayt  Search suggestions are unavailable in the sandbox.
Spell suggestions Function is unavailable in the sandbox.

WorldShare Acquisitions

Unavailable features in WorldShare Acquisitions WMS sandbox environment - Table
unavailable feature notes
Discover items searching in acquisitions – Open in Connexion link Connexion is unavailable for use in the sandbox.

Jobs

Automated jobs are not moved over from production.

Automated jobs cannot be active.

Order notification Outbound HTTP order notification is deleted.

Vendor notification

All outbound emails are dropped and do not go to their intended destination. This includes:

  • Serial issue claims
  • Order item claims
  • Order item cancelations
  • Order placement

WorldShare Circulation

Unavailable features in WorldShare Circulation WMS sandbox environment - Table
unavailable feature notes

Debt collection

Production configuration data is copied down but is not usable.

Digby Function is unavailable in the sandbox.

Emails: notifications & receipts

Circulation email notifications & receipts can be delivered from the sandbox only to OCLC email addresses.

 Note: IDM password reset emails can be sent from the sandbox to OCLC and non-OCLC email addresses

Integration with:

  • VDX
  • ZFL-Server
  • D2D
  • ILL Settings will be cleansed during each refresh.
    • This configuration includes the PPID of the dummy borrowing patron therefore this data cannot be copied down from production.
Offline client If you have the necessary WSKey, you can download the client from Service Configuration; however, you are unable to upload transactions.

POS printer

You can download the application from Service Configuration, but this is not recommended on machines using the POS printer app for 'real' production work.

SIP2

Production configuration data is copied down but is not usable.

WorldShare Collection Manager

Unavailable features in WorldShare Collection Manager WMS sandbox environment - Table
unavailable feature notes
Cooperative management features Functionality is unavailable in the sandbox.

Customize records

MARC records cannot be output, but you can change settings in your record profile

Data sync collections Data sync collections are unavailable in the sandbox.

Download Authentication 

Functionality unavailable in the sandbox.

Google Scholar

Google Scholar functionality is unavailable in the sandbox.

Knowledge base collection KBART upload/download You can add knowledge base titles manually in the interface and by OCLC number, but you cannot make changes using KBART files.

MARC record delivery:

  • Knowledge base collection
  • Query collection
  • Cataloging partner collection

You can create knowledge base collections, query collections, and cataloging partner collections, but you will not receive any MARC record output for these collections.

Metadata > My Files

Files and reports are unavailable for upload/download.

Reports

Reports cannot be created or delivered.

Sharing

Sharing is not supported in the sandbox.

WorldCat Updates

Option is unavailable in the sandbox.

WorldShare Interlibrary Loan

Unavailable features in WorldShare Interlibrary Loan WMS sandbox environment - Table
unavailable feature notes
Article exchange Function is unavailable in the sandbox.
IFM Function is unavailable in the sandbox.
Integration with CCC "Get It Now" service Function is unavailable in the sandbox.
ISO ILL Function is unavailable in the sandbox.
Manual email messaging Function is unavailable in the sandbox.

WorldShare License Manager

Unavailable features in WorldShare License Manager WMS sandbox environment - Table
unavailable feature notes
SUSHI service This includes vendor configuration, one-time, and recurring harvests.
Template subscription notifications Function is unavailable in the sandbox.
Trial license response goal notifications Function is unavailable in the sandbox.

WorldShare Record Manager

Unavailable features in WorldShare Record Manager WMS sandbox environment - Table
  
unavailable feature notes
Authority data auto suggest in the bibliographic record editor Functionality is available but data might be outdated.
Discover items searching in acquisitions – Open in Connexion link Connexion is unavailable for use in the sandbox.
Export lists Functionality is available but data in records may be outdated and should not be imported into other systems.
Export records using TCP/IP Function is unavailable in the sandbox.
Other records linked to work – Entity manager service Functionality is available but data might be outdated.
Record change requests Function is unavailable in the sandbox.
Submitting authority records for review Function is unavailable in the sandbox.
Text view - FAST auto suggest Functionality is available but data might be outdated.

Unavailable applications

The following applications are unavailable in the sandbox environment:

  • CONTENTdm
  • Digby mobile app
  • EZproxy
  • Reports
  • WorldShare Report Designer

Please OCLC Support if you have any questions about using the WMS sandbox. 

 

 

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