CINXE.COM

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> <html xmlns="http://www.w3.org/1999/xhtml"> <head> <title>WorldShare Circulation release notes, January 2022 - OCLC Support</title> <link media="screen" type="text/css" rel="stylesheet" href="https://a.mtstatic.com/@cache/layout/legacy-0.css?_=a09d7db36fa6646c83eeecd6bdbb59cf_aGVscC5vY2xjLm9yZw==:site_10606" id="mt-screen-css" /> <link media="print" type="text/css" rel="stylesheet" href="https://a.mtstatic.com/@cache/layout/print.css?_=6699f74b132e2bfa09fffa4d76f79739:site_10606" id="mt-print-css" /> <script type="text/javascript" nonce="4dd4e311070543b80d711b292d5e64fcaf8e6e56a1af9c526e60c288d926725a" src="https://a.mtstatic.com/deki/javascript/out/grape.min.js?_=9529aea554fde890c4d7cb109f8680ca3b4d1cd2:site_10606"></script><script type="application/json" id="mt-global-settings" nonce="4dd4e311070543b80d711b292d5e64fcaf8e6e56a1af9c526e60c288d926725a">{"apiToken":"xhr_2_1739779048_aab5da4422a6d1e7d03d59768c127f2c9bd517a84001414a67ff4630bff49aa1","pageId":40146,"pageViewId":"f21ca3f3-6496-49ad-91c2-8124e29db614"}</script> <link rel="stylesheet" href="https://use.typekit.net/gsk4dds.css"> <script src="https://www.oclc.org/apps/settings/wcm/designs/oclc/js/jquery/jquery.hoverIntent.minified.js"></script>  <script type="text/javascript" src="https://cdn.cookielaw.org/consent/999c7907-ac3c-4ce1-9125-172f53ec926f/OtAutoBlock.js"></script> <script src="https://cdn.cookielaw.org/scripttemplates/otSDKStub.js" data-document-language="true" type="text/javascript" charset="UTF-8" data-domain-script="999c7907-ac3c-4ce1-9125-172f53ec926f"></script> <script type="text/javascript">/*<![CDATA[*/ function OptanonWrapper() { } /*]]>*/</script>   <script type="text/javascript">/*<![CDATA[*/ (function() { var sz = document.createElement('script'); sz.type = 'text/javascript'; sz.async = true; sz.src = '//siteimproveanalytics.com/js/siteanalyze_6037648.js'; var s = document.getElementsByTagName('script')[0]; s.parentNode.insertBefore(sz, s); })(); /*]]>*/</script> <script type="text/javascript" nonce="4dd4e311070543b80d711b292d5e64fcaf8e6e56a1af9c526e60c288d926725a">(function(i,s,o,g,r,a,m){i['GoogleAnalyticsObject']=r;i[r]=i[r]||function(){(i[r].q=i[r].q||[]).push(arguments)},i[r].l=1*new Date();a=s.createElement(o),m=s.getElementsByTagName(o)[0];a.async=1;a.src=g;m.parentNode.insertBefore(a,m)})(window,document,'script','//www.google-analytics.com/analytics.js','ga');ga('create','UA-69387992-20','https://help.oclc.org/',{allowLinker:true});ga('send','pageview');ga('create','UA-65721316-23','help.oclc.org',{name:'mtTracker',allowLinker:true});ga('mtTracker.require','linker');ga('mtTracker.set', 'anonymizeIp', true);ga('mtTracker.send','pageview');document.addEventListener('mindtouch-web-widget:f1:loaded',function(e){var t=e.data||{},d=t.widget;d&&''!==t.embedId&&document.addEventListener('mindtouch-web-widget:f1:clicked',function(e){var t=(e.data||{}).href;if(t){var n=document.createElement('a');n.setAttribute('href',t),'expert-help.nice.com'===n.hostname&&(e.preventDefault(),ga('linker:decorate',n),d.open(n.href))}})});</script> </head> <body class="columbia-page-main columbia-article-topic columbia-breadcrumb-home-librarymanagement-worldsharecirculation-releasenotesandknownissues-2022releasenotes-100worldsharecirculationreleasenotesjanuary2022 columbia-live no-touch columbia-lang-en-us columbia-skin-grape"> <div class="grape-messaging"> </div> <div class="grape-header-custom"><div class="header_microbar iparsys parsys"><div class="header_microbar iparsys parsys"><div class="sitebar parbase section"><section class="micro-bar" id="micro-bar"><div class="cont-page mod" id="sitebar-contents"><div class="elm-nav-container"><div id="oclc-return"><a title="OCLC.org Home" href="https://www.oclc.org" target="_blank" rel="external noopener nofollow" class="link-https">OCLC.org</a><ul id="sitebar-sites" style="display: none; "><li><a title="" href="https://www.oclc.org" target="_blank" rel="external noopener nofollow" class="link-https"><span class="oclc-return-home">OCLC.org Home</span></a></li><li><a title="" href="https://community.oclc.org/" target="_blank" rel="external noopener nofollow" class="link-https">Community Center</a></li><li><a title="" href="https://www.oclc.org/developer/home.en.html" target="_blank" rel="external noopener nofollow" class="link-https">Developer Network</a></li><li><a title="" href="https://www.oclc.org/research/home.html" target="_blank" rel="external noopener nofollow" class="link-https">Research</a></li><li><a title="" href="https://www.webjunction.org/home.html" target="_blank" rel="external noopener nofollow" class="link-https">WebJunction</a></li></ul></div></div></div></section></div></div></div><nav class="elm-nav mindtouch-header"><div class="elm-nav-container"><div class="company-logo-container"><a class="internal" href="https://help.oclc.org/" rel="internal"><img src="https://help.oclc.org/@api/deki/site/logo.png?default=https://a.mtstatic.com/skins/styles/elm/logo.svg%3F_%3D9529aea554fde890c4d7cb109f8680ca3b4d1cd2:site_10606" alt="OCLC Logo" /></a></div><div><div class="selected-region-dd"><p class="selected-region"><a class="selected-region-title" id="selected-region-title">Français</a></p><ul class="languagepicker"><a class="language" id="en" href="#"><li><span language="en">English</span></li></a><a class="language" id="fr" href="#"><li><span language="fr">Français</span></li></a><a class="language" id="de" href="#" style="display:none;"><li><span language="de">Deutsch</span></li></a><a class="language" id="it" href="#" style="display:none;"><li><span language="it">Italiano</span></li></a><a class="language" id="es" href="#" style="display:none;"><li><span language="es">Español</span></li></a><a class="language" id="nl" href="#" style="display:none;"><li><span language="nl">Nederlands</span></li></a></ul></div></div><ul class="mindtouch-site-nav"><li><a title="Find release notes for OCLC products and services." target="_blank" href="https://help.oclc.org/Librarian_Toolbox/Release_notes" rel="internal">Release Notes</a></li><li><a href="https://oclc.service-now.com/status" target="_blank" rel="external noopener nofollow" class="link-https">System Status Dashboard</a></li><li><a onclick="ga('send', 'event', 'External Link', 'Click', 'Contact OCLC Support', '0');" class="internal" href="https://help.oclc.org/Librarian_Toolbox/Contact_OCLC_Support" rel="internal">Contact OCLC Support</a></li></ul></div></nav> <script type="text/javascript">/*<![CDATA[*/ $(function() { $('.tool-tip-link').tooltip(); }); $(document).ready(function(){ /* OCLC sitebar menu */ $('#oclc-return').hoverIntent( function() { $('#sitebar-sites').show(); return false; }, function() { $('#sitebar-sites').hide(); return false; } ); });/*]]>*/</script> <script>/*<![CDATA[*/if (window.location.host == 'help.oclc.org' || window.location.host == 'oclc-sandbox.mindtouch.us') {var priorSelection='';}/*]]>*/</script> <script type="text/javascript">/*<![CDATA[*/ /** * Get a cookie by name * @param {string} cName - Cookie name * @returns cookie value */ function getCookie(cName) { var name = cName + "="; var decodedCookie = decodeURIComponent(document.cookie); var ca = decodedCookie.split(';'); for (var i = 0; i < ca.length; i++) { var c = ca[i]; while (c.charAt(0) == ' ') { c = c.substring(1); } if (c.indexOf(name) == 0) { return c.substring(name.length, c.length); } } return ""; } /** * Set a cookie * @param {string} cName - Cookie name * @param {string} cValue - Cookie value * @param {number} expDays - Expiration time in days */ function setCookie(cName, cValue, expDays) { var date = new Date(); date.setTime(date.getTime() + (expDays * 24 * 60 * 60 * 1000)); var expires = "expires=" + date.toUTCString(); document.cookie = cName + "=" + cValue + ";" + expires + ";path=/"; } /** * Get current site language from url */ const smartlingFr = 'fr-b1887160206b09594.getsmartling.com'; const smartlingDe = 'de-b18871602cd1cb2ef.getsmartling.com'; const smartlingEs = 'es-b18871602e48673f2.getsmartling.com'; const smartlingIt = 'it-it-b1887160218846635.getsmartling.com'; const smartlingNl = 'nl-b18871602833bab44.getsmartling.com'; var thisSiteLanguage = ''; // "help.oclc.org" is getting converted to other domains when in another language site // Separating help.oclc.org stops whatever is converting the string if ([('help' + '.oclc.org'), 'oclc-sandbox.mindtouch.us'].includes(window.location.host)) { thisSiteLanguage = 'en'; document.getElementById('selected-region-title').innerText = 'English'; } else if (['help-fr.oclc.org', smartlingFr].includes(window.location.host)) { thisSiteLanguage = 'fr'; document.getElementById('selected-region-title').innerText = 'Fran莽ais'; } else if (['help-de.oclc.org', smartlingDe].includes(window.location.host)) { thisSiteLanguage = 'de'; document.getElementById('selected-region-title').innerText = 'Deutsch'; /**} else if (['help-es.oclc.org', smartlingEs].includes(window.location.host)) { thisSiteLanguage = 'es';*/ document.getElementById('selected-region-title').innerText = 'Espa帽ol'; } else if (['help-it.oclc.org', smartlingIt].includes(window.location.host)) { thisSiteLanguage = 'it'; document.getElementById('selected-region-title').innerText = 'Italiano'; } else if (['help-nl.oclc.org', smartlingNl].includes(window.location.host)) { thisSiteLanguage = 'nl'; document.getElementById('selected-region-title').innerText = 'Nederlands'; } /** * Go to selected language and set cookie for that language */ function goToLanguage(language) { const path = window.location.pathname; setCookie("oclc_helpsite", language, 2); if (language == 'en' && thisSiteLanguage != 'en') { setCookie("oclc_helpsite", "en", 2); // "help.oclc.org" is getting converted to other domains when in another language site // Separating help.oclc.org stops whatever is converting the string window.location = 'https://help' + '.oclc.org' + path + '?sl=en'; } else if (language == 'fr' && thisSiteLanguage != 'fr') { setCookie("oclc_helpsite", "fr", 2); window.location = 'https://help-fr.oclc.org' + path + '?sl=fr'; } else if (language == 'de' && thisSiteLanguage != 'de') { setCookie("oclc_helpsite", "de", 2); window.location = 'https://help-de.oclc.org' + path + '?sl=de'; /**} else if (language == 'es' && thisSiteLanguage != 'es') { setCookie("oclc_helpsite", "es", 2); window.location = 'https://help-es.oclc.org' + path + '?sl=es';*/ } else if (language == 'it' && thisSiteLanguage != 'it') { setCookie("oclc_helpsite", "it", 2); window.location = 'https://help-it.oclc.org' + path + '?sl=it'; } else if (language == 'nl' && thisSiteLanguage != 'nl') { setCookie("oclc_helpsite", "nl", 2); window.location = 'https://help-nl.oclc.org' + path + '?sl=nl'; } } /** * Set cookie from prior language selection */ if (typeof priorSelection == 'undefined') { priorSelection = '' } if (priorSelection != '') { setCookie('oclc_helpsite', priorSelection, 2); } /** * Change language based on browser's preferred language */ var userPreferredLang = navigator.languages && navigator.languages[0] || navigator.language || navigator.userLanguage; // if (getCookie("oclc_helpsite") != thisSiteLanguage) {} if (getCookie("oclc_helpsite") == '' || getCookie("oclc_helpsite") == undefined) { if (userPreferredLang.toLowerCase().includes('en')) { goToLanguage('en'); } else if (userPreferredLang.toLowerCase().includes('fr')) { goToLanguage('fr'); } else if (userPreferredLang.toLowerCase().includes('de')) { goToLanguage('de'); } else if (userPreferredLang.toLowerCase().includes('es')) { goToLanguage('es'); } else if (userPreferredLang.toLowerCase().includes('it')) { goToLanguage('it'); } else if (userPreferredLang.toLowerCase().includes('nl')) { goToLanguage('nl'); } } $(function () { $('.selected-region-dd').hover(function () { var show = $('.languagepicker'); show.toggle(); }); /** * Change language on click of language selector */ $('.language li').click(function () { var clickedLanguage = $(this).children("span").attr('language'); goToLanguage(clickedLanguage); }); });/*]]>*/</script> </div> <div class="grape-header grape-wrapper"> <div class="grape-header-container grape-wrapper-container"> <div class="grape-site-logo"> <a class="logo-anonymous" href="/" title="OCLC Support"> <img class="mt-cdn" src="https://a.mtstatic.com/@public/production/site_10606/1510500640-logo.png" alt="OCLC Support" title="OCLC Support"> </a> </div> <div class="grape-site-navigation"> <ul class="mt-site-nav"> <li class="mt-login-sign-in"> <a class="mt-icon-quick-sign-in" href="https://help.oclc.org/@app/saml/login?returnto=https%3A%2F%2Fhelp.oclc.org%2FLibrary_Management%2FWorldShare_Circulation%2FRelease_notes_and_known_issues%2F2022_release_notes%2F100WorldShare_Circulation_release_notes_January_2022" title="Sign in"> Sign in </a> </li> <li class="mt-login-forgot-password"> <a class="mt-icon-login-forgot-password" href="https://help.oclc.org/Special:UserPassword" title="Retrieve lost password"> Forgot password </a> </li> </ul> </div> <div class="grape-site-search"> <div class="mt-quick-search-container"> <form action="/Special:Search"> <input name="path" id="mt-search-path" type="hidden" value="" /> <label class="mt-label" for="mt-site-search-input"> Search </label> <input class="mt-text mt-search search-field" name="q" id="mt-site-search-input" placeholder="How can we help you?" type="search" /> <button class="mt-button ui-button-icon mt-icon-site-search-button search-button" type="submit"> Search </button> </form> </div> </div> </div> <div class="grape-site-nav grape-wrapper-container"> <ul class="mt-breadcrumbs"> <li> <a href="https://help.oclc.org/"> <span class="mt-icon-article-category mt-icon-article-home"></span> Home </a> </li> <li> <a href="https://help.oclc.org/Library_Management"> <span class="mt-icon-article-category"></span> Library Management </a> </li> <li> <a href="https://help.oclc.org/Library_Management/WorldShare_Circulation"> <span class="mt-icon-article-category"></span> WorldShare Circulation </a> </li> <li> <a href="https://help.oclc.org/Library_Management/WorldShare_Circulation/Release_notes_and_known_issues"> <span class="mt-icon-article-category"></span> WorldShare Circulation release notes and known issues </a> </li> <li> <a href="https://help.oclc.org/Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes"> <span class="mt-icon-article-guide"></span> 2022 WorldShare Circulation release notes </a> </li> </ul> </div> </div> <div class="grape-content grape-wrapper"> <div class="grape-content-container grape-wrapper-container"> <div id="flash-messages"><div class="dekiFlash"></div></div> <h1 id="title" class="no-edit" style="visibility: visible;"> WorldShare Circulation release notes, January 2022 </h1> <div class="mt-last-updated"> <strong>Last updated:</strong> <span class="modified mt-last-updated-timestamp" data-timestamp="2024-07-30T13:10:48Z"></span> </div> <div class="mt-content-header"> <div id="machine-translation-message" class="highlight-box highlight-box--subtle" style="display:none;">The translation on this website may be generated by machine translation. The quality and accuracy of machine translation can vary significantly from one text to another. Read the page in original English <a onclick="goToLanguage('en')">here</a>.</div> <script type="text/javascript">/*<![CDATA[*/ // Determine if machine translation message should be shown function displayMachineTranslationMessage() { // Show if Italian, excluding certain pages if (thisSiteLanguage == 'it' && !document.querySelector('.columbia-page-home')) { document.querySelector('#machine-translation-message').style.display = null; } } displayMachineTranslationMessage();/*]]>*/</script> </div> <div class="mt-content-side"></div> <div id="mt-toc-container" data-title="Table of contents" data-collapsed="true"> <button class="mt-toggle mt-summary-toggle ui-button-icon mt-toggle-expand">Table of contents</button> <div class="mt-toc-content mt-collapsible-section mt-toc-hide"> <ol><li><a href="#Introduction" rel="internal">Introduction</a></li><li><a href="#Recommended_actions" rel="internal">Recommended actions</a><ol><li><a href="#Administrative_actions" rel="internal">Administrative actions</a></li><li><a href="#Hold_approval_and_preparation_workflows" rel="internal">Hold approval and preparation workflows</a><ol><li><a href="#Staff_experience" rel="internal">Staff experience</a></li><li><a href="#Pickup_Location_Report" rel="internal">Pickup Location Report</a></li><li><a href="#Pull_List" rel="internal">Pull List</a></li><li><a href="#Staff_roles_for_managing_hold_preparation_and_approval" rel="internal">Staff roles for managing hold preparation and approval</a></li><li><a href="#Patron_experience" rel="internal">Patron experience</a></li><li><a href="#Configuration" rel="internal">Configuration</a></li></ol></li><li><a href="#Configure_WPM_Education_online_payments" rel="internal">Configure WPM Education online payments</a></li></ol></li><li><a href="#Important_links" rel="internal">Important links</a><ol><li><a href="#Coming_soon:_Digby_shelf_reading" rel="internal">Coming soon: Digby shelf reading</a></li><li><a href="#New_release_of_OCLC_Service_Configuration" rel="internal">New release of OCLC Service Configuration</a></li><li><a href="#Support_website(s)" rel="internal">Support website(s)</a></li></ol></li></ol> </div> </div> <div id="page-top"> <div id="topic"> <div id="pageText"> <p> </p> <p class="release-date" style="text-align: center;"><span class="mt-font-size-28">Release Date: January 20, 2022</span></p> <div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_1"><span id="Introduction"></span><h2 class="editable">Introduction</h2> <p>This release of WorldShare Circulation provides new features and enhancements:</p> <ul> <li>Manage hold approval and item preparation workflows for materials that require special review or processing before patrons are notified that their requested materials are ready for use</li> <li>Configure WPM Education online payments in OCLC Service Configuration</li> </ul> <p>Many of these enhancements are the direct result of your feedback.</p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_2"><span id="Recommended_actions"></span><h2 class="editable">Recommended actions</h2> <p>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.</p> <div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_3"><span id="Administrative_actions"></span><h3 class="editable">Administrative actions</h3> <p>These items require immediate action or decisions.</p> <table class="mt-responsive-table"> <thead> <tr> <th scope="col"><strong>Action</strong></th> </tr> </thead> <tbody> <tr> <td data-th="Action"> <p>Decide if your library will adopt the new hold approval or preparation workflows to manage WMS hold requests for special collections and other materials that require special handling before becoming ready for pickup by your patrons.</p> <p>If your library uses an RFID-enabled, self-service book return system, consider using the new item preparation workflow to prevent items returned in the book drop from sending a hold pickup notification to the next patron in the hold queue.</p> </td> </tr> <tr> <td data-th="Action">If your library uses WPM Education integration, contact OCLC Customer Support for help accessing the new WPM configuration page. Special staff roles are required. <p>Interested in using WPM Education to offer your patrons online payments from My Account? Contact <u><u><u><a href="mailto:libservices@oclc.org" rel="external nofollow" target="_blank">OCLC Library Services</a></u></u></u> or your OCLC Library Services Consultant to learn more (UK only).</p> </td> </tr> </tbody> </table> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_4"><span id="Hold_approval_and_preparation_workflows"></span><h3 class="editable">Hold approval and preparation workflows</h3> <p>Your library can now use WorldShare Circulation to manage item approval and preparation workflows for hold requests. When these optional workflows are enabled, materials won't appear ready for pickup to your patron or other members of library staff until you have confirmed that the item is approved and/or prepared for use.</p> <p>For example, you may wish a conservationist to inspect items shelved in the rare book room before making those delicate materials available for use. Or you may want to verify that a laptop is fully charged before notifying the patron that the equipment is ready for pickup. Also, if your library uses an RFID-enabled, self-service book return system, you can use the item preparation workflow to prevent items returned in the book drop from triggering a hold pickup notification to the next patron in the hold queue until library staff are able to retrieve the item, print the hold receipt, and make the item ready for pickup.</p> <div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_5"><span id="Staff_experience"></span><h4 class="editable">Staff experience</h4> <p>If a hold request requires preparation or approval, an alert will display in WorldShare Circulation when an item is checked in at the pickup branch to fulfill that hold:</p> <p><img alt="clipboard_e6ab3fba0dbe23074f239e548f877f821.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/13148/clipboard_e6ab3fba0dbe23074f239e548f877f821.png?revision=1" /></p> <p>In Circulation, click the link to open the Edit hold request dialog where you will be able to see and edit the hold's item approval and preparation statuses:</p> <ul> <li><strong>Not Required</strong>: Approval or preparation are not required. The item may be checked out or used in house.</li> <li><strong>Requires Preparation/Approval</strong>: The held item should be prepared and/or approved by an authorized member of library staff. The hold will not display as <em>Ready for use</em> when in this state.</li> <li><strong>Prepared/Approved</strong>: Approval or preparation has been provided by an authorized member of library staff. The item may be checked out or used in house.</li> </ul> <p><span class="mt-icon-info2"> </span>Note: See below for more information about the staff roles required to manage hold approval and preparation statuses.</p> <p>The system will determine if approval or preparation is required by library policy when the item is initially checked in at the pickup location to fulfill the hold. After that, you may change the hold's approval and preparation statuses until the hold is picked up, in use, completed, deleted, or expired. For example, you may need to revoke an approval for a hold that was accidentally marked <b>Approved.</b> Or you may wish to manually select the <strong>Requires Preparation </strong>option on an ad-hoc basis for laptops that need to be charged, materials that need repair or cleaning before use, etc.</p> <p>You can access the Edit hold request dialog from the Check In screen, the patron Holds queue, or the Pickup Location report:</p> <p"><img alt="clipboard_e948f3ac789266d9e4686ffc1b2a88d35.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/12844/clipboard_e948f3ac789266d9e4686ffc1b2a88d35.png?revision=1" /> <p>A hold will remain in (and return to) <em>Getting ready</em> status if either approval or preparation are required. The requesting patron will not receive a hold pickup notice or see that the item is ready via My Account, self-service kiosks, etc. until any approval and/or preparation workflows are completed. To ensure that your patrons have your desired hold shelf period to retrieve the item, the system will not calculate the hold shelf period until the hold is in <em>Ready for use </em>status. See below for more information about the patron experience.</p> <p>A warning message will also appear when attempting to check out the item to the requesting patron or move the hold to <em>In use </em>status:</p> <p><img alt="clipboard_e47f45301607e286707d4fbc673ef0466.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/12847/clipboard_e47f45301607e286707d4fbc673ef0466.png?revision=1" /></p> <p>If an item will require approval or preparation to fulfill a hold, you will see a special warning message in the <strong>Status Details</strong> column when viewing the patron Holds queue. You will also be able to quickly <strong>Prepare </strong>or <strong>Approve </strong>a hold from the <strong>Actions</strong> menu:</p> <p><img alt="clipboard_ee3e6c3c1bed00c13e2cc990fe07358a8.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/12845/clipboard_ee3e6c3c1bed00c13e2cc990fe07358a8.png?revision=1" /></p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_6"><span id="Pickup_Location_Report"></span><h4 class="editable">Pickup Location Report</h4> <p>The Pickup Location report will indicate if approval and/or preparation are required for holds in <em>Getting ready</em> status. Use the <strong>Actions</strong> menu to easily approve or prepare a hold to make it ready for pickup.</p> <p>A new filter for <strong>Status Details</strong> has been added to make it easy to find all items that have arrived at the pickup branch but still require hold approval and/or preparation by library staff before the patron will be notified that the item is ready. Use this filter to verify that items ready for pickup have been updated in the system, to find recently-returned items in the after-hours book drop, etc.</p> <p><img alt="clipboard_eb9ffb8841a97fe8a5b32cb70c28c2ac1.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/13159/clipboard_eb9ffb8841a97fe8a5b32cb70c28c2ac1.png?revision=1" /></p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_7"><span id="Pull_List"></span><h4 class="editable">Pull List</h4> <p>You may also wish to have different members or library or specific workflows for pulling materials that will require approval by senior staff.</p> <p>A new, optional column has been added to the pull list in WorldShare Circulation to warn library staff if your current policies indicate that the item will require approval to fulfill the hold when it arrives at the pickup location:</p> <p><img alt="clipboard_edfe357ef11fe20de39c301a670f3d944.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/13156/clipboard_edfe357ef11fe20de39c301a670f3d944.png?revision=1" /></p> <p>There is also a new pull list filter for <strong>Approval Status</strong> that allows you to limit to the section of the list where approval is <strong>Not Required</strong> or that <strong>Requires Approval:</strong></p> <p><img alt="clipboard_ed1e4522c6b45e83a7278694bd69f257a.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/13151/clipboard_ed1e4522c6b45e83a7278694bd69f257a.png?revision=1" /></p> <p>In a future release, similar features will be added to the Pull List function in the Digby mobile app.</p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_8"><span id="Staff_roles_for_managing_hold_preparation_and_approval"></span><h4 class="editable">Staff roles for managing hold preparation and approval</h4> <p>The following roles are required to manage a hold's item preparation status:</p> <ul> <li>Circulation Admin</li> <li>Circulation Desk</li> <li>Circulation Desk Privacy</li> <li>Student Worker</li> <li>Student Worker Circulation</li> </ul> <p>Three roles can manage a hold's item approval status:</p> <ul> <li>Circulation Admin</li> <li>Circulation Desk</li> <li>Circulation Desk Privacy</li> </ul> <p>Please note that the Student Worker Restricted role is unable to manage a hold's preparation or approval status.</p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_9"><span id="Patron_experience"></span><h4 class="editable">Patron experience</h4> <p>If approval or preparation is required, patrons will not receive a hold pickup notification or see that a hold is ready for pickup in My Account, self-serivce kiosks, etc.</p> <p>Until the hold is ready for pickup, My Account will indicate that the item is in transit to the pickup location (see screenshot below).</p> <p>To ensure that your patrons have the correct hold shelf period to retrieve the item, the system will not calculate the hold shelf period until the hold is <em>Ready for use</em>.</p> <p><img alt="clipboard_efb25b6ade0709143f67b20e6210e4f87.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/13160/clipboard_efb25b6ade0709143f67b20e6210e4f87.png?revision=1" /></p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_10"><span id="Configuration"></span><h4 class="editable">Configuration</h4> <p>To automatically require approval or preparation during hold fulfillment, enable the new <strong>Item Approval</strong> and <strong>Item Preparation</strong> options in the <strong>Fulfillment</strong> section of your <a title="Hold Fulfillment Policy" href="https://help.oclc.org/Library_Management/WorldShare_Circulation/OCLC_Service_Configuration_-_WMS_Circulation/Holds_and_Schedules/060Hold_Fulfillment_Policy" rel="internal">Hold Fulfillment Policies</a>. </p> <p>The system will determine if approval and/or preparation are required by checking the related Hold Fulfillment Policy when the item is initially checked in at the pickup location to fulfill the hold. The policy is also checked when displaying items on the Pull List for pending requests.</p> <p>Even if your Hold Fulfillment Policies will not require approval or preparation, you may still choose to require approval or preparation on an ad-hoc basis via the Edit hold request dialog in WorldShare Circulation. For example, you may wish to manually require preparation of laptops that need to be charged, materials in need of repair or cleaning before use, etc. See above for more details.</p> <p><span class="mt-icon-info2"> </span>Note: If your library is a member of a circulation group, please note that Hold Fulfillment Policies are controlled by the item-owning institution. Therefore, your library staff may see approval or preparation messages for non-local items that will be picked up at one of your library's branches <em>even if you library has not enabled approval or preparation for items in your own collection.</em></p> <p><img alt="clipboard_e11ad01beaedeb2d24d6a654a04428e6b.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/12776/clipboard_e11ad01beaedeb2d24d6a654a04428e6b.png?revision=1" /></p> </div></div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_11"><span id="Configure_WPM_Education_online_payments"></span><h3 class="editable">Configure WPM Education online payments</h3> <p>WMS integrates with two payment processors, <u><u><a href="https://www.paysafe.com/us-en/industries-we-serve/ecommerce" rel="external noopener nofollow" target="_blank" title="https://www.paysafe.com/us-en/industries-we-serve/ecommerce">Paysafe</a></u></u> (Canada only) and <u><u><a href="https://www.wpmeducation.com/" rel="external noopener nofollow" target="_blank" title="https://www.wpmeducation.com">WPM Education</a></u></u> (UK only), to offer a safe and secure payment experience for library users in <u><u><a title="https://help.oclc.org/Library_Management/WorldShare_Circulation/My_Account" href="https://help.oclc.org/Library_Management/WorldShare_Circulation/My_Account" rel="internal">My Account</a></u></u>.</p> <p>WPM Education users are now able to use OCLC Service Configuration to configure their online payment experience:</p> <ul> <li>Enable or disable WPM Education payments for all users or allow only library staff to preview and test online payments.</li> <li>Manage the reply-to email address that WPM will use to send payment confirmation emails, etc.</li> <li>Manage WPM Education account information like your customer identifier, payment pathway identifier, etc.</li> <li>Choose the text of the payment button and other display elements in My Account.</li> </ul> <p>If your library is already using WPM integration, your current WPM configurations will appear in Service Configuration. No changes have been made to your existing settings.</p> <p>To access these settings, navigate to <strong><strong>OCLC Service Configuration</strong></strong> > <strong><strong>Third-Party Integrations</strong></strong> > <strong><strong>Payment Platform</strong></strong>. Special staff roles are needed to access the new configuration options. Please contact OCLC Customer Support for more details.</p> <p><img alt="clipboard_e60ba4dd1e79d3d5bfff6aff2e7d0aadb.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/13162/clipboard_e60ba4dd1e79d3d5bfff6aff2e7d0aadb.png?revision=1" /></p> <p><span class="mt-icon-info2"> </span>Note:  Some restrictions apply. A one-time implementation fee is required to enable online payments for WMS. Your library or institution will also need an active account with WPM Education. Contact <u><u><u><a href="mailto:libservices@oclc.org" rel="external nofollow" target="_blank">OCLC Library Services</a></u></u></u> or your OCLC Library Services Consultant to learn more.</p> <p><span class="mt-font-size-36" style="font-weight:700;">Known issues</span></p> <p>See the <u><u><u><u><u><u><u><u><u><u><u><u><u><a title="Known issues" href="https://help.oclc.org/Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/Known_issues" rel="internal">Known Issues</a></u></u></u></u></u></u></u></u></u></u></u></u></u> page.</p> </div></div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_12"><span id="Important_links"></span><h2 class="editable">Important links</h2> <div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_13"><span id="Coming_soon:_Digby_shelf_reading"></span><h3 class="editable">Coming soon: Digby shelf reading</h3> <p>Digby 3.2.0 is scheduled for release in January 2022. This version of the mobile app will introduce shelf reading:</p> <ul> <li>Scan an item to view a shelf list in call number order.</li> <li>Indicate if items were found, misshelved, could not be found, are damaged, or have inaccurate call number information and add shelf reading notes about item condition, shelf space, etc.</li> <li>Scan a misshelved or unknown item to determine if it should be returned to the desk, reshelved, etc.</li> <li>Share a shelf reading report with other library staff that includes the items found, problem items, and any shelf reading notes.</li> </ul> <p><img alt="clipboard_e73d39c5b464f53fd49e01deb7967d620.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/13216/clipboard_e73d39c5b464f53fd49e01deb7967d620.png?revision=1" />     <img alt="clipboard_ef0716227226361b8ca9e9414af30f188.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/13218/clipboard_ef0716227226361b8ca9e9414af30f188.png?revision=1" /></p> <p><span class="mt-icon-info2"> </span>Note:  Digby is a mobile app that is available as part of your library’s WorldShare Management Services (WMS) subscription. Learn more on the <a title="Digby® app FAQ" href="https://help.oclc.org/Library_Management/WorldShare_Circulation/Reference/Digby_App_FAQ" rel="internal">Digby app FAQ</a> page. </p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_14"><span id="New_release_of_OCLC_Service_Configuration"></span><h3 class="editable">New release of OCLC Service Configuration</h3> <p>A new version of OCLC Service Configuration was released on 11 January 2022. This version includes the option to view Service Configuration in German.</p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/100WorldShare_Circulation_release_notes_January_2022" class="mt-section" id="section_15"><span id="Support_website(s)"></span><h3 class="editable"><span class="mt-font-size-28" style="font-weight:700;">Support website(s)</span></h3> <p>Support information for this product and related products can be found at:</p> <ul> <li><a title="WorldShare Circulation" href="https://help.oclc.org/Library_Management/WorldShare_Circulation" rel="internal">WorldShare Circulation</a></li> <li><a title="https://www.oclc.org/en/contacts/support.html" href="https://www.oclc.org/en/contacts/support.html" target="_blank" rel="external noopener nofollow" class="link-https">Contact OCLC Support</a></li> <li><a title="http://www.oclc.org/community/home.en.html" href="https://www.oclc.org/community/home.en.html" target="_blank" rel="external noopener nofollow" class="link-https">OCLC Community Center</a></li> <li><a title="Browser compatibility chart" href="https://help.oclc.org/Librarian_Toolbox/Browser" rel="internal">Browser compatibility chart</a></li> </ul> </div></div></div> </div> </div> <div class="mt-content-footer"> <p> </p> </div> <ol class="grape-meta-data grape-meta-article-navigation"> <li class="grape-back-to-top"><a class="mt-icon-back-to-top" href="#title" id="mt-back-to-top" title="Jump back to top of this article">Back to top</a></li> <li class="grape-article-pagination"><ul class="mt-article-pagination"> <li class="mt-pagination-previous"> <a class="mt-icon-previous-article" href="https://help.oclc.org/Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2022_release_notes/095WorldShare_Circulation_release_notes_February_2022" title="WorldShare Circulation release notes, February 2022"><span>WorldShare Circulation release notes, February 2022</span></a> </li> <li class="mt-pagination-next"> <a class="mt-icon-next-article" href="https://help.oclc.org/Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2021_release_notes" title="2021 WorldShare Circulation release notes"><span>2021 WorldShare Circulation release notes</span></a> </li> </ul> </li> </ol> </div> </div> <div class="grape-footer grape-wrapper"> <div class="grape-wrapper-container"> <ol> <li class="grape-footer-copyright">© Copyright 2025 OCLC Support</li> <li class="grape-footer-powered-by"><a href="https://mindtouch.com/demo" class="mt-poweredby product " title="MindTouch" target="_blank"> Powered by CXone Expert <span class="mt-registered">®</span> </a></li> </ol> </div> </div> <div class="grape-footer-custom"><div class="footer iparsys parsys"><div class="footer section"><footer class="page-footer"><div class="divider blue-green"><div class="bar-1"></div><div class="bar-2"></div></div><div class="footer-banner"><div class="elm-nav-container"><div><h3>Stay in the know</h3><p>Get the latest product updates, research, events, and much more—right to your inbox.</p></div><a href="https://www.oclc.org/en/email.html?utm_campaign=email-subscription-web-organic&utm_medium=digital&utm_source=webpage-email-sub&utm_content=email-subscription-footer-button&utm_term=en" target="_blank" rel="external noopener nofollow" class="ui-button-primary link-https">Subscribe now</a></div></div><div class="elm-nav-container"><div class="parsyscolumncontrol section"><div class="parsys_column cq-colctrl-lt6"><div class="parsys_column cq-colctrl-lt6-c0"><div class="col0 parsys"><div class="text parbase section"><p><a title="OCLC.org Home" href="https://www.oclc.org/" target="_blank" rel="external noopener nofollow" class="link-https"><img src="https://www.oclc.org/content/dam/oclc/design-images/home-page/footer-logo.png" alt="OCLC logo" class="img-nobrdr" /></a></p></div></div></div><div class="parsys_column cq-colctrl-lt6-c1"><div class="col1 parsys"><div class="text parbase section"><div style="padding: 25px 0 0 0;"><div class="other-accounts" style="float: left;"><a title="Like us on Facebook" href="http://www.facebook.com/pages/OCLC/20530435726" target="_blank" rel="external noopener nofollow" class="external"><img class="img-nobrdr" src="https://www.oclc.org/content/dam/common/images/social-icons/footer/footer-facebook.png" alt="Facebook" style="margin: 0 5px 0 0;" /></a><a title="Watch videos on YouTube" href="http://www.youtube.com/OCLCvideo" target="_blank" rel="external noopener nofollow" class="external"><img class="img-nobrdr" src="https://www.oclc.org/content/dam/common/images/social-icons/footer/footer-youtube.png" alt="YouTube" style="margin: 0 5px 0 0;" /></a><a title="Connect with us on LinkedIn" href="https://www.linkedin.com/company/oclc" target="_blank" rel="external noopener nofollow" class="link-https"><img class="img-nobrdr" src="https://www.oclc.org/content/dam/common/images/social-icons/footer/footer-linkedin.png" alt="LinkedIn" style="margin: 0 2px 0 0;" /></a><a title="Connect with us on Instagram" href="https://www.instagram.com/oclc_global/" target="_blank" rel="external noopener nofollow" class="link-https"><img class="img-nobrdr" src="https://www.oclc.org/content/dam/common/images/social-icons/footer/footer-instagram.png" alt="Instagram" style="margin: 0 5px 0 0;" /></a><a title="Read our blog" href="https://blog.oclc.org/next/" target="_blank" rel="external noopener nofollow" class="link-https"><img class="img-nobrdr" src="https://www.oclc.org/content/dam/common/images/social-icons/footer/footer-blog.png" alt="Next blog" style="margin: 0 5px 0 0;" /></a><a style="display: none" title="Subscribe to email updates" href="https://www.oclc.org/en/email.html" target="_blank" rel="external noopener nofollow" class="link-https"><img class="img-nobrdr" src="https://www.oclc.org/content/dam/common/images/social-icons/footer/footer-mail.png" alt="Email" style="margin: 0 5px 0 0;" /></a><a href="https://www.oclc.org/en/rss.html" target="_blank" rel="external noopener nofollow" class="link-https"><img title="Choose your news with RSS feeds" class="img-nobrdr" src="https://www.oclc.org/content/dam/common/images/social-icons/footer/footer-rss.png" alt="RSS feeds" height="34" width="29" /></a></div></div><div style="clear: both;"> </div></div><div class="text parbase section"><div class="copyright"><p class="sl_swap" id="Copyright-Link"><a title="Read the OCLC copyright policy" href="https://www.oclc.org/en/policies/copyright.html" target="_blank" rel="external noopener nofollow" class="link-https">© 2024 OCLC</a></p><p class="sl_swap" id="Trademarks-Link"><a title="View the OCLC and Affiliate Trademarks and Service Marks PDF" href="https://www.oclc.org/en/policies/trademarks.html" target="_blank" rel="external noopener nofollow" class="link-https">Domestic and international trademarks and/or service marks of OCLC, Inc. and its affiliates</a></p><ul><li class="sl_swap" id="Cookies-Link"><a href="https://policies.oclc.org/en/privacy/cookie-statement.html" target="_blank" rel="external noopener nofollow" class="link-https">Cookie notice</a></li><li class="sl_swap" id="Cookies-List-Settings"><a href="https://policies.oclc.org/en/privacy/cookie-statement/oclc-org-cookie-list.html" target="_blank" rel="external noopener nofollow" class="link-https">Cookie list and settings</a></li><li class="sl_swap" id="Privacy-Link"><a href="https://www.oclc.org/en/policies/privacy.html" target="_blank" rel="external noopener nofollow" class="link-https">Privacy policy</a></li><li class="sl_swap" id="Accessibility-Link"><a href="https://www.oclc.org/en/policies/accessibility.html" target="_blank" rel="external noopener nofollow" class="link-https">Accessibility statement</a></li><li class="sl_swap" id="ISO-Link"><a href="https://www.oclc.org/en/trust/compliance.html#trust-certifications" target="_blank" rel="external noopener nofollow" class="link-https">ISO 27001 Certificate</a></li><li class="sl_hide"><a rel="custom nofollow" href="https://help.oclc.org/@app/saml/login?returnto=https%3A%2F%2Fhelp.oclc.org%2FLibrary_Management%2FWorldShare_Circulation%2FRelease_notes_and_known_issues%2F2022_release_notes%2F100WorldShare_Circulation_release_notes_January_2022">Sign in</a></li></ul></div></div></div></div></div></div></div></footer></div></div> </div> <script>/*<![CDATA[*/ $(document).ready(function() { // Expandable list var pageEdit = $("body").hasClass("page-mode-editor"); $('.expand-list').find('dd').hide(); $('.expand-list').find('dt').on('click', function() { $(this).toggleClass('expanded'); $(this).next().fadeToggle('fast'); }); }); // AEM redirect function // Total seconds to wait var seconds = 10; var editMode = $("body").hasClass("elm-user-pro-edit"); var countDown = $("#countdown").length; var redirectUrl = $(".redirect-aem-url").attr("href"); function countdown() { seconds = seconds - 1; if (seconds < 0) { // Change your redirection link here window.location = redirectUrl; } else { // Update remaining seconds document.getElementById("countdown").innerHTML = seconds; // Count down using javascript window.setTimeout("countdown()", 1000); } } if (editMode) { // Do nothing } else { if (countDown) { // Run countdown function countdown(); } }; /*]]>*/</script> <script src="https://help.oclc.org/@api/deki/files/2123/mylist-player.js?origin=mt-web"></script> </body> </html>