WorldShare Reports in Power BI release notes, September 2025
Release Date: September 18, 2025
Introduction
This release of WorldShare Reports in Power BI provides new features and enhancements. These features will help you manage more complex workflows, including:
- View updated circulation reports to support automatic/proactive recalls and restricted loans
- View the updated acquisitions Fund Balance report to support cash balances
Recommended actions
For this release, we recommend that you review the following checklists and complete the relevant tasks to 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 other items might require additional action or follow-up by your institution.
Follow-up actions
In an effort to keep your staff informed of new features and changes, you may want to consider these items.
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Reporting staff may want to refer to the 30 January 2025 release notes and the OCLC help documentation to familiarize themselves with the Power BI reports and general features, including exporting, bookmarking, and report favoriting. |
New features and enhancements
Updated circulation reports to support automatic/proactive recalls and restricted loans
Overdue Items report updates
A new Item Effective Due Date field is introduced to the Overdue Items report for determining the proper due date for the item, based on whether the item has been recalled or not. The Item Effective Due Date will drive if the item appears on the report or not, and the Item Days Overdue measure will now be based on Item Effective Due Date. Prior to this release, the Item Days Overdue measure was based solely on the Item Due Date.
Additionally, you can now view new columns/filters in the Overdue Items report regarding enhanced recalls and restricted loans.
The new fields added are:
- Item Effective Due Date: The date and time when an on-loan item is effectively due. For recalled items, this would be the Item Recall Due Date. For other loan types, it is the Item Due Date.
- Added to the right of the Loan Checked Out Date column and added as a filter
- Item Loan Date Restricted: The date and time when the on-loan item was placed into a restricted loan type.
- Added to the right of the new Item Effective Due Date column
- Item Restricted Loan Indicator: A value ('Y' or 'N') indicating whether the on-loan item is currently in a restricted loan type.
- Added as a filter
Visit Overdue Items for additional information and workflows.
All Checked Out Items report updates
You can now view new columns/filters in the All Checked Out Items report regarding enhanced recalls and restricted loans.
The new fields added are:
- Item Effective Due Date: The date and time when an on-loan item is effectively due. For recalled items, this would be the Item Recall Due Date. For other loan types, it is the Item Due Date.
- Added to the right of the Item Lending Policy column and as a filter
- Item Loan Date Restricted: The date and time when the on-loan item was placed into a restricted loan type.
- Added to the right of the Loan Checked Out Date column
- Item Restricted Loan Indicator: A value ('Y' or 'N') indicating whether the on-loan item is currently in a restricted loan type.
- Added as a filter
Visit All Checked Out Items for additional information and workflows.
Recalled Items report updates
You can now view new columns/filters in the Recalled Items report related to enhanced recalls and restricted loans.
The new fields added are:
- Item Effective Due Date: The date and time when an on-loan item is effectively due. For recalled items, this would be the Item Recall Due Date. For other loan types, it is the Item Due Date.
- Added to the right of the Item Recalled Date column and added as a filter
- Item Loan Date Restricted: The date and time when the on-loan item was placed into a restricted loan type.
- Added to the right of Item Recall Due Date
Visit Recalled Items for additional information and workflows.
Circulation Events Detail report updates
You can now view a new column in the Circulation Events Detail report pertaining to enhanced recalls and restricted loans.
The new field added is:
- Event Item Loan Type: Value indicating the classification of an on-loan item in an event, to specify whether the item is loaned under regular or restricted terms. E.g., Regular, Recalled, Restricted.
- Added to the right of Event Loan Policy
Recently released event types (full list here)
| Value | Descrizione |
|---|---|
| Auto-Renew-Failure |
An item failed to be auto-renewed. For institutions that support auto-renewal retries, this is written when the system will no longer try to renew the loan. |
| Expired-In-Transit-Hold | Sent when an on-hold, in transit/dispatched item is checked in and the related hold has expired. |
| Release-Loan | An item transitioned out of restricted loan or recalled status. |
| Requeue-Hold | Sent when a hold that was in the GETTING_READY or READY_FOR_USE states moves back to the PENDING state. |
| Transition-to-Long-Overdue | An item transitions to long overdue status. |
| Unfulfill-Hold | Sent when a hold that was in the READY_FOR_USE state moves back to the GETTING_READY state. |
Visit Circulation Events Detail for additional information and workflows.
Updated acquisitions Fund Balance report to support cash balances
Fund Balance report updates
You are now able to view cash balance fields in the acquisitions Fund Balance report, pertaining to the recently released feature for fund cash balance tracking.
The new fields added are:
- Fund Name: Name provided for a fund. Used to provide an internal way to reference the fund by the institution.
- Added as the first column in the table visual
- Fund Cash Balance: The monetary cash amount an institution has remaining in a fund. This value is equal to Budgeted Amount - Fund Expended Amount.
- Added to the right of the Remaining Total Fund Balance in the table visual
- Total Fund Cash Balance: The sum of the monetary cash amounts of a fund and all its child funds. This value is equal to the Fund Cash Balance of the fund + the sum of the Fund Cash Balance of all its child funds.
- Added to the right of Fund Cash Balance
Visit Fund Balance for additional information and workflows.
Support website(s)
Support information for this product and related products can be found at: