Note sulla versione di WorldShare Circulation, speciale di marzo 2024

Download the new offline client

Download the new offline client from the OCLC Community Center before 30 June 2024:

Il nuovo client verrà eseguito con Windows 10 o 11.  Al momento non esiste una versione del client per macOS o altri sistemi operativi.

• Scarica WorldShare Circulation Offline Client 4.0.0 per Windows a 64 bit 
• Scarica WorldShare Circulation Offline Client 4.0.0 per Windows a 32 bit 

After the download, a desktop shortcut will be created automatically and you may pin the new client to your taskbar, making it easier to run in a future session.

Checking out items

Per prendere in prestito gli articoli a un utente, seguire le istruzioni seguenti:

1. Open the new offline client.
2. Click Checkout in the upper left corner of the screen.
3. Enter the patron’s barcode and the barcode of the item.
4. Set the due date, including time, using the calendar widget or by manually typing.  Note:  The system remembers the first due date chosen if you want to keep that for all subsequent checkouts.  It will clear once you change tasks or tabs.
5. Click the blue Check out button.

As you click the Check out button, items will be added to the table below with status Upload pending.  See below for instructions for uploading your transactions when you are able to connect to WorldShare.

Your transactions will remain on your Checkout and Check In screens until you clear them or uninstall the client.  See below for more information about clearing your transactions.

Checking in items

Per restituire gli articoli, seguire le istruzioni seguenti:

1. Open the new offline client.
2. Click Check In in the upper left corner of the screen.
3. Enter the barcode.  Note:  This capability is for items that were previously on loan.  It cannot be used for checking in items from the Pull List and processing Holds, nor can it be used to check in items with the status of In Transient.  The items must have the status of On Loan, Claimed, or Missing.  It is not for Bulk checkin.
4. Click the blue Check in button.

As you click the Check in button, items will be added to the table below with status Upload pending. See below for instructions for uploading your transactions when you are able to connect to WorldShare.

Your transactions will remain on your Checkout and Check In screens until you clear them or uninstall the client.  See below for more information about clearing your transactions.

Uploading transactions

When you are able to connect to WMS and you are ready to upload your transactions, you must select your institution and log in.

Fare clic su Carica transazioni nell'angolo in alto a sinistra dello schermo dopo aver preso o restituito alcuni articoli.

Quindi, fare clic sul pulsante Accedi per aprire la finestra di dialogo Seleziona un istituto:

In the Select an Institution dialog box, identify the institution with which you are affiliated by typing your institution's OCLC symbol, name, or zip code in the Search Query box and then, once your institution shows up in the box, click Continue.

After identifying your institution, the client will remember this and each subsequent time you upload transactions, you will be able to choose to stay with this same institution or change institutions if you are affiliated with more than one:

Follow the prompts to sign in using the staff account you use for WorldShare Circulation.  After successful authentication, you will be returned to the offline client. The client supports logging in with any of the authentication methods your library uses for the WorldShare staff interface. If your library has more than one identity provider (IdP), you will be asked to select your authentication method first. 

After logging in, select the branch where the transactions were processed from the pull-down list and click Start upload.  The upload action will process everything in date/time order:

As transactions are processed, a progress screen will appear, indicating the number of successful and any unsuccessful transactions.  If a transaction has failed, the reason will be indicated under the Upload status column.   For example, you will see the message Upload failed: Unknown item if the item barcode entered in the client is not known to Circulation.  Only unsuccessful transactions will be visible in the table.  You may choose to investigate your failed transactions further once you are connected to WorldShare Circulation.

Una volta che l'avanzamento del caricamento ha raggiunto il 100%, il client visualizzerà informazioni di riepilogo su tutte le transazioni elaborate.  

• Il cliente fornirà un conteggio delle transazioni elaborate con successo sul numero totale di transazioni tentate.
• Il cliente fornirà un conteggio delle transazioni non riuscite che potranno essere ritentate in seguito sul totale delle transazioni non riuscite.
  • Il client riproverà le transazioni non riuscite solo se si è verificato un problema di connessione a WMS durante il tentativo di caricamento.  

When processing is complete, you may click the Start Over button in the bottom left corner of the screen if there were any failed transactions that can be retried, or, if you have processed additional loans.  When you are finished processing transactions for the day, you may close the client or log off without losing any pending transactions or the status of uploaded transactions.  Even transactions that have been successfully uploaded will remain on your Checkout and Check In screens until you clear them.  See below for more information about clearing your transactions.

Finally, you can view the status of each transaction by reviewing the list in the  Checkout or Check In screens, including all successfully uploaded transactions. 

Clearing transactions

Le transazioni possono essere annullate dalla schermata Restituzione o Prestito .  È possibile cancellare le transazioni dopo un caricamento riuscito per garantire che le informazioni riservate dell'utente non siano più visibili nel client dopo che non sono più necessarie per l'elaborazione.

To clear transactions, click on Clear transactions at the top of the table and choose Clear all to clear all transactions listed, Clear successful to only clear those that were uploaded successfully, or Clear failed to clear those transactions that failed to upload.  You will be asked to confirm your choice before the transactions will be cleared.

Other features

You can change the size of the font and other elements by zooming in or out. Click on View in the top toolbar and click on either Zoom In or Zoom Out.  Note that you can also zoom in or out by using Ctrl ++ or Ctrl --.

Also, the OCLC footer can be hidden to make more room on the screen to see transactions.  Just click on the down arrow to hide the footer and click on the up arrow to bring it back again.

L'elenco delle transazioni può essere filtrato in base allo stato del caricamento e le colonne possono essere nascoste e quindi reimpostate utilizzando i tre pulsanti sul lato destro delle schermate Prestito e Restituzione.

Logging out

When you are finished processing transactions for the day, you may close the client or log off without losing any pending transactions or the status of uploaded transactions.  Even transactions that have been successfully uploaded will remain on your Checkout and Check In screens until you clear them or uninstall the client.  See above for more information about clearing your transactions.

OCLC recommends deciding your library's procedure in advance for logging out or closing the client in order to adhere to any local guidelines for managing patron data.

Important:  Uninstall the legacy offline client

Once you've downloaded and adopted the new client, you may safely uninstall the legacy client from all workstations. This process will allow you to make sure no private data remains on your workstation.

 Caution:  Be sure to upload any pending transactions in the legacy client prior to 21 April 2024.  Do not delete the legacy client until you are sure that all pending transactions have been successfully uploaded or are no longer relevant.

To fully uninstall the legacy client, find and delete the following folders and files:

• wms-offline-circulation.jnlp
  • File that you execute to run the legacy client
• derby.log
  • Database for the legacy client
• All program files in the wms-offline-circ folder
  • Default location is usually C:\Users\jsmith\wms-offline-circ

After completing the steps above, Java can be removed from your workstation if it is not needed for anything else.

 Note:  Assistance from your IT department may be required for some of the uninstall procedures.