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WorldShare Circulation release notes, March 2024 - OCLC Support

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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="Inhaltsverzeichnis" data-collapsed="true"> <button class="mt-toggle mt-summary-toggle ui-button-icon mt-toggle-expand">Inhaltsverzeichnis</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></ol></li><li><a href="#New_features_and_enhancements" rel="internal">New features and enhancements</a><ol><li><a href="#Filter_by_branch_and_shelving_location_on_the_Copies_screen" rel="internal">Filter by branch and shelving location on the Copies screen聽</a></li><li><a href="#Get_information_about_an_item's_container_in_the_WMS_Availability_API" rel="internal">Get information about an item's container in the WMS Availability API</a></li><li><a href="#Feature_retirement:_Binding_containers_inside_containers" rel="internal">Feature retirement: Binding containers inside containers</a></li><li><a href="#Coming_soon:_New_offline_client_for_WorldShare_Circulation" rel="internal">Coming soon: New offline client for WorldShare Circulation</a></li></ol></li><li><a href="#Bug_fixes" rel="internal">Bug fixes</a><ol><li><a href="#Incorrect_patron_information_sometimes_displays_when_batch_printing_slips_from_the_check_in_screen*" rel="internal">Incorrect patron information sometimes displays when batch printing slips from the check in screen*</a></li><li><a href="#Some_data_does_not_display_in_the_pull_list_receipt*" rel="internal">Some data does not display in the pull list receipt*</a></li><li><a href="#Items_do_not_display_the_In_Processing_status*" rel="internal">Items do not display the聽In Processing聽status*</a></li></ol></li><li><a href="#Known_issues" rel="internal">Known issues</a></li><li><a href="#Important_links" rel="internal">Important links</a><ol><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>聽</p> <p class="release-date" style="text-align: center;"><span class="mt-font-size-28">Release Date: March 17, 2024</span></p> <div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" 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>Filter by branch and shelving location on the Copies screen聽</li> <li>Include information about an item's circulation container with聽the WMS Availability API</li> <li>Feature retirement: Binding containers inside containers</li> <li>Coming soon: New offline client for WorldShare Circulation</li> <li>Bug fixes and performance improvements</li> </ul> <p>Many of these enhancements are the direct result of your feedback.聽</p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" 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/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" 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>A new offline client will be available for download later in March 2024. The offline聽client is a downloadable desktop application that allows you to track items that you check out and items that patrons return to the library while WorldShare Circulation is not available or while your library is unable to connect to WMS. These offline transactions can then be uploaded when you are able to connect to WMS again.聽</p> <p>The new client includes several significant improvements that have been requested by the WMS community.聽</p> <p><span style="background-color:initial;">The legacy offline client will continue to be supported through June 2024. However, after Circulation's April 2024 release, you will no longer be able to download the legacy client and, therefore, be unable to聽fix issues with an expired WSKey, an invalid user-to-act-as, etc. If those problems occur, you will unable to upload transactions that are pending in the legacy client.</span></p> <p><span class="mt-icon-warning">聽</span>Caution:聽 It is strongly recommended that you upload any pending transactions in the legacy client prior to 21 April 2024. In general, your library is advised to聽download and adopt the new client before the end of June 2024.</p> <p><u><a title="WorldShare Circulation release notes, March 2024" class="mt-self-link" href="#Coming_soon:_New_offline_client_for_WorldShare_Circulation" rel="internal">See below for more details.</a></u></p> </td> </tr> <tr> <td data-th="Action"> <p>As of this release, WorldShare Circulation will no longer allow you to add a container to another container record.</p> <p>This change should not impact your library's current item records.聽As of 1 March 2024, no WMS library had a container that was bound inside another container.聽</p> <p>Please contact聽<u><a href="https://help-de.oclc.org/Librarian_Toolbox/Contact_OCLC_Support/Contact_OCLC_Support_in_your_region" rel="internal">OCLC Support</a></u>聽if you have any questions.</p> <p><u><a title="WorldShare Circulation release notes, March 2024" class="mt-self-link" href="#Feature_retirement:_Binding_containers_inside_containers" rel="internal">See below for more details.</a></u></p> </td> </tr> <tr> <td data-th="Action"> <p>Determine when your library will preview and begin using the聽modernized Circulation staff interface at your workstations, etc.聽</p> <p>As of 18 February 2024, each user can easily switch between the legacy and modernized interfaces. You do not need to make any configuration changes to preview the modernized interface.</p> <p>The preview period will continue until at least May 2024聽to give you time to learn, train others, update your local documentation, and provide feedback to the WMS team.聽Moving forward, most new features and enhancements will be available exclusively聽in the modernized interface.聽</p> <p>To learn more about modernization:</p> <ul> <li>Review the <u><a title="WorldShare Circulation release notes, February 2024" href="https://help-de.oclc.org/Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/100WorldShare_Circulation_release_notes_February_2024" rel="internal">WorldShare Circulation release notes, February 2024</a></u></li> <li>In the OCLC Community Center: <ul> <li>Review the聽<u><a href="https://community.oclc.org/t5/worldshare-circulation/worldshare-circulation-modernization/ta-p/50655?attachment-id=3847" rel="external noopener nofollow" target="_blank" title="https://community.oclc.org/t5/worldshare-circulation/worldshare-circulation-modernization/ta-p/50655?attachment-id=3847">FAQs for WorldShare Circulation modernization</a></u>聽</li> <li>Watch the聽<u><a href="https://community.oclc.org/t5/worldshare-circulation/worldshare-circulation-modernization/ta-p/50655" rel="external noopener nofollow" target="_blank" title="https://community.oclc.org/t5/worldshare-circulation/worldshare-circulation-modernization/ta-p/50655">demonstration video</a></u></li> </ul> </li> </ul> </td> </tr> </tbody> </table> </div></div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_4"><span id="New_features_and_enhancements"></span><h2 class="editable">New features and enhancements</h2> <div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_5"><span id="Filter_by_branch_and_shelving_location_on_the_Copies_screen"></span><h3 class="editable">Filter by branch and shelving location on the Copies screen聽</h3> <p>WorldShare Record Manager's December 2023 release聽introduced a new feature that allows you to filter the items on the Copies screen by item location. <u><a title="WorldShare Record Manager release notes, December 2023" href="https://help-de.oclc.org/Metadata_Services/WorldShare_Record_Manager/Release_notes_and_known_issues/2023_release_notes/045WorldShare_Record_Manager_release_notes_December_2023#Filter_by_branch_and_shelving_location_on_Copies_screen" rel="internal">See the release notes</a></u> for more details.</p> <p>As of this release,聽your filter selection in WorldShare Circulation will persist for the duration of your current聽session. If you also have access to WorldShare Record Manager, your filter selection will also persist as you move between Circulation and Record Manager.</p> <p>Click the聽<strong>Reset</strong>聽button to clear your current filter.</p> <p><img alt="clipboard_e59440310e2b0af3f6c24fc9862472c67.png" class="internal" loading="lazy" src="https://help.oclc.org/@api/deki/files/16214/clipboard_e59440310e2b0af3f6c24fc9862472c67.png?revision=1" /></p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_6"><span id="Get_information_about_an_item's_container_in_the_WMS_Availability_API"></span><h3 class="editable">Get information about an item's container in the WMS Availability API</h3> <p>The <u><a title="https://www.oclc.org/developer/api/oclc-apis/wms-availability-api.en.html" href="https://www.oclc.org/developer/api/oclc-apis/wms-availability-api.en.html" target="_blank" rel="external noopener nofollow" class="link-https">WMS Availability API</a></u> now returns information about a WorldCat item's parent container in the new &lt;container&gt; response elemement.聽Information about the container聽includes its barcode, call number, holding location, and current shelving location.</p> <p>Container information may help library staff and patrons locate an item's current container. Container information may also help third-party systems to apply the correct policies or processes based on the container's current location.</p> <p>This API change is backward聽compatible: Container information will <strong>not </strong>be provided by default to match the current behavior of the API. To retrieve container information, you must add the <strong>x-return-item-container=true</strong> parameter to your API request.</p> <dl class="expand-list"> <dt>Click here to see an example of the new &lt;container&gt; element:</dt> <dd> <p>&lt;circulation&gt;</p> <p>聽 聽 聽 聽 聽 &lt;availableNow聽value=&quot;1&quot;/&gt;</p> <p>聽 聽 聽 聽 聽 &lt;itemId&gt;32933004643999&lt;/itemId&gt;</p> <p>聽 聽 聽 聽 聽 &lt;renewable聽value=&quot;0&quot;/&gt;</p> <p>聽 聽 聽 聽 聽 &lt;onHold聽value=&quot;0&quot;/&gt;</p> <p>聽 聽 聽 聽 聽 <strong>&lt;container&gt;</strong></p> <p><strong>聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 &lt;itemId&gt;32933004713271&lt;/itemId&gt;</strong></p> <p><strong>聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 &lt;callNumber&gt;658.4092 K842Lv 2010&lt;/callNumber&gt;</strong></p> <p><strong>聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 &lt;copyNumber&gt;&lt;/copyNumber&gt;</strong></p> <p><strong>聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 &lt;localLocation&gt;MAIN&lt;/localLocation&gt;</strong></p> <p><strong>聽 聽 聽 聽 聽 聽 聽 聽 聽 聽 &lt;shelvingLocation&gt;3rd Floor - General Collection (600-699)&lt;/shelvingLocation&gt;</strong></p> <p><strong>聽 聽 聽 聽 聽 &lt;/container&gt;</strong></p> <p>&lt;/circulation&gt;</p> </dd> </dl> <p><span class="mt-icon-info2">聽</span>Note: Item status information (i.e. &lt;availableNow&gt;, etc.) already honors the status of an item's parent container. No changes have been made to this behavior.</p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_7"><span id="Feature_retirement:_Binding_containers_inside_containers"></span><h3 class="editable">Feature retirement: Binding containers inside containers</h3> <p>As of this release, WorldShare Circulation will no longer allow you to add a container to another container record.</p> <p>Prior to this release, you could bind a container inside of another container that could then be bound inside another container, etc. Now you may only add individual items to a container.</p> <p>This change should not impact your library's current item records.聽As of 1 March 2024, no WMS library had a container that was bound inside another container.聽</p> <p>Please contact聽<u><a href="https://help-de.oclc.org/Librarian_Toolbox/Contact_OCLC_Support/Contact_OCLC_Support_in_your_region" rel="internal">OCLC Support</a></u>聽if you have any questions.</p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_8"><span id="Coming_soon:_New_offline_client_for_WorldShare_Circulation"></span><h3 class="editable">Coming soon: New offline client for WorldShare Circulation</h3> <p>A new offline client will be available for download later in March 2024. The offline聽client is a downloadable desktop application that allows you to track items that you check out and items that patrons return to the library while WorldShare Circulation is not available or while your library is unable to connect to WMS. These offline transactions can then be uploaded when you are able to connect to WMS again.聽</p> <p>The new client includes several significant improvements that have been requested by the WMS community. The new offline client:</p> <ul> <li>Does <strong>not</strong> require your machine to also run Java.</li> <li>Does <strong>not </strong>require your library to maintain a WSKey for the WMS NCIP Service.</li> <li>Does聽<strong>not</strong>聽require your library to choose a user-to-act-as with appropriate permissions when downloading the client. <ul> <li>In the new client, you will log into WorldShare prior to uploading transactions instead.</li> </ul> </li> <li>Offers a translated user interface that supports the same聽languages as the WorldShare staff interface: English, French, German, Dutch, Spanish, etc.</li> <li>Can be downloaded from the OCLC Community Center even when WorldShare Circulation is not available.</li> <li>Includes a comprehensive, modern聽uninstaller.</li> <li>Improves error messaging when a transaction fails to upload.</li> </ul> <p>The legacy offline client will continue to be supported through June 2024. However, after Circulation's April 2024 release, you will no longer be able to download the legacy client to fix issues with an expired WSKey, an invalid user-to-act-as, etc. If those problems occur, you will unable to upload transactions that are pending in the legacy client.</p> <p><span class="mt-icon-warning">聽</span>Caution:聽 It is strongly recommended that you upload any pending transactions in the legacy client prior to 21 April 2024. In general, your library is advised to聽download and adopt the new client before the end of June 2024.</p> </div></div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_9"><span id="Bug_fixes"></span><h2 class="editable">Bug fixes</h2> <div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_10"><span id="Incorrect_patron_information_sometimes_displays_when_batch_printing_slips_from_the_check_in_screen*"></span><h4 class="editable">Incorrect patron information sometimes displays when batch printing slips from the check in screen*</h4> <p>When using a network printer to batch print slips (receipts) from the modernized check in screen, the wrong patron name was sometimes displayed. This issue has been fixed with this release.</p> <p>*Modernized staff interface only.</p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_11"><span id="Some_data_does_not_display_in_the_pull_list_receipt*"></span><h4 class="editable">Some data does not display in the pull list receipt*</h4> <p>Pull list entry receipts sometimes did not include patron name and聽pickup location data when printing from the modernized staff interface. As of this release, this data will consistently display when these fields are enabled in your library's receipt configuration.</p> <p>*Modernized staff interface only.</p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_12"><span id="Items_do_not_display_the_In_Processing_status*"></span><h4 class="editable">Items do not display the聽<em><em>In Processing聽</em></em>status*</h4> <p>The modernized staff interface did not display the聽<em>In Processing</em>聽status for recently-added items. The underlying data is correct, but the interface displayed the underlying聽<em>Available</em>聽or聽<em>Unavailable</em>聽status instead.</p> <p>As of this release, the modernized interface will correctly display the聽<em>In Processing</em>聽status. This fix is retroactive.</p> <p>*Modernized staff interface only.</p> </div></div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_13"><span id="Known_issues"></span><h2 class="editable">Known issues</h2> <p>See the聽<u><u><u><u><u><a title="Known issues" href="https://help-de.oclc.org/Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/Known_issues" rel="internal">Known Issues</a></u></u></u></u></u>聽page.</p> </div><div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_14"><span id="Important_links"></span><h2 class="editable">Important links</h2> <div mt-section-origin="Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/095WorldShare_Circulation_release_notes_March_2024" class="mt-section" id="section_15"><span id="Support_website(s)"></span><h3 class="editable">Support website(s)</h3> <p>Support information for this product and related products can be found at:</p> <ul> <li><u><a title="WorldShare Circulation" href="https://help-de.oclc.org/Library_Management/WorldShare_Circulation" rel="internal">WorldShare Circulation</a></u></li> <li><a title="Wenden Sie sich an den OCLC Support in Ihrer Region" href="https://help-de.oclc.org/Librarian_Toolbox/Contact_OCLC_Support/Contact_OCLC_Support_in_your_region" rel="internal">Kontaktieren Sie den OCLC-Support</a></li> <li><a title="https://community.oclc.org/" href="https://community.oclc.org/" target="_blank" rel="external noopener nofollow" class="link-https">OCLC Community Center</a></li> <li><a title="Browser compatibility chart" href="https://help-de.oclc.org/Librarian_Toolbox/Browser" rel="internal">Browser compatibility chart</a></li> </ul> </div></div></div> </div> </div> <div class="mt-content-footer"> <p>聽</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="Zum Anfang dieses Artikels">Zur眉ck zum Anfang</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-de.oclc.org/Library_Management/WorldShare_Circulation/Release_notes_and_known_issues/2024_release_notes/090WorldShare_Circulation_release_notes_Special_March_2024" title="WorldShare Circulation release notes, Special March 2024"><span>WorldShare Circulation release notes, Special March 2024</span></a> </li> <li class="mt-pagination-next"> <a class="mt-icon-next-article" 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