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WorldShare Interlibrary Loan release notes, December 2023

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Release Date: December 17, 2023

Introduzione

This release of WorldShare ILL provides new features and enhancements to help you manage more complex workflows, including:

These enhancements are the direct result of your feedback.

Azioni consigliate

Per questa versione, si consiglia di rivedere i seguenti elenchi di controllo e completare le attività pertinenti in modo da poter modificare i criteri e i flussi di lavoro e formare il proprio personale. Questi elenchi di controllo identificano gli aggiornamenti che abbiamo determinato come significativi per la maggior parte degli istituti. Ti invitiamo a rivedere tutti i documenti nelle note sulla versione per determinare se vi sono altri articoli che potrebbero richiedere un'azione aggiuntiva o un follow-up da parte del tuo istituto.

Azioni amministrative

Questi item richiedono un'azione o una decisione immediata.

Azione

For best performance, it's very important to clear your browser's cache before starting to work with WorldShare ILL.

Be sure to offer the new OpenURL-based WorldShare ILL request form for your library's users! It allow you to:

  • Configure and customize the elements of the form to meet your library's needs 
  • Utilize OCLC/WMS identity management or IP authorization
  • Provide access to the form from any discovery service or database
  • Receive and process requests in WorldShare ILL without having to rekey them - the bibliographic data is prefilled
  • Automatically route requests submitted via the form to the automated request manager (ARM)

For more information, see the WorldShare ILL release notes, May 2023.

Assicurati di utilizzare la funzionalità di Smart fulfillment, tra cui:
Have your contact information or lending policies changed? If so, please make the appropriate updates in the OCLC Policies Directory.

Azioni successive

Al fine di mantenere il personale informato sulle nuove funzionalità e modifiche, è possibile prendere in considerazione anche questi elementi.

Azione

Condividi queste note sulla versione con i tuoi colleghi.

If you haven't already, visit the new OCLC Community Center for new ways to connect with OCLC and other community members.

To make the most of the new community structure: 

  1. Use your existing Community Center account to sign in. Just click “Sign in” in the upper right corner of the screen. All accounts and subscriptions have been migrated, so when you sign in, you will have access to all your existing posts and continue receiving notifications. 
  2. Read and agree to the Code of Conduct and Terms of Use. As part of launch, you will be prompted the first time you sign in to read and agree to the new OCLC Online Engagement Code of Conduct and Terms of Use.
  3. Visit the WorldShare ILL product community and click Manage subscriptions. We recommend that you subscribe to all boards to be notified of updates in all spaces – new options include Events, Recordings, and Ideas. 
  4. Visit the new Resource Sharing knowledge community and click Manage subscriptions. We recommend that you subscribe to all boards in this space also to be notified of updates – including newly scheduled Product Insights sessions and general resource sharing news.

Nuove funzionalità e miglioramenti

Use the Resource Sharing Request API to extend your library's ability to create and retrieve requests

The Resource Sharing Request API is now available for use by your library's staff to offer custom interfaces that include the following features:

  • Create requests that are processed by automation, put in review, or sent directly to lenders.
  • Search requests based on a patron identifier to provide your patron with their outstanding requests.
  • Get full details of individual requests such as bibliographic information, status, and much more.

For more information, view the recording of Product Insights: OCLC APIs, October 2023. (The Resource Sharing Request API section begins at the 15:00 time stamp.)

Also, please visit the short URL oc.lc/rs-apis.

Utilize ILLiad's Connection Manager improvements to gain full Automated Request Manager borrowing functionality

For libraries using ILLiad 

With the 9.2.4 version of Connection Manager, you can now set up automations that will route borrowing requests to review with the lender string already built.

By specifying match criteria such as patron notes or patron department, and combining them with specific routing rules, you are now able to send requests through a series of automations customized your library's needs. You can also specify points in the workflow when the request needs to pause for a staff person to make a decision or take an action.

These improvements allow ILLiad libraries to take full advantage of automation-built lender strings and other Automated Request Manager functionality, helping to streamline workflows and save staff time.

For more information, please see Atlas Systems' documentation: Automated Request Manager - Enhancing ARM Workflows Using the ARMMatchField Customization Key

Correzioni di bug e problemi noti

For a full list of current and recently fixed issues, see Known issues.

Collegamenti importanti

Post-release session

To help you become familiar with the new features, enhancements, and improvements included in this release, please attend the upcoming webinar Product Insights: Resource Sharing.

Date: Wednesday, January 31, 2:00 pm, Eastern Standard Time (UTC -05:00)
Registration: https://community.oclc.org/t5/resource-sharing-events/product-insights-resource-sharing/ec-p/49417#M7

Please note the session time zones when registering. The sessions will be recorded and archived for future viewing on the OCLC Community Center. Please register, even if you cannot attend, to receive a link to the recorded session.

OCLC Resource Sharing Conference web series 

The 2024 OCLC Resource Sharing Conference (RSC24) web series will begin in March 2024, and the program committee is currently accepting presentation proposals. Please watch the news in the coming weeks for the agenda and registration.

Recordings and slides from the 2023 OCLC Resource Sharing Conference (RSC23) web series are available in the community center. The free, virtual sessions from RSC23 included:

  • Some changes are here to stay: Managing resource sharing in the 21st century | Recording and slides
  • RSC23 Lightning sessions - Conducting interlibrary loan user surveys and Training student employees on ILL processing | Recording and slides
  • Law, not guidelines: Moving beyond CONTU | Recording and slides
  • Exceed your library users’ expectations with your ILL services | Recording and slides
  • Lightning sessions- Resource sharing: an Italian perspective, Resource share the love, and Resource sharing trends survey | Recording and slides
  • Workshop - Tips to improve staff workflows and users’ experience | Recording and slides

Virtual Workshop Series: scopri come ottimizzare la configurazione del prestito interbibliotecario (ILL).

Sei stato in grado di partecipare a tutti i nostri seminari virtuali in cui abbiamo mostrato come è possibile ottimizzare l'impostazione ILL e i flussi di lavoro della biblioteca e risparmiare tempo?

La serie includeva i seguenti argomenti: 

Siti web di supporto 

Le informazioni di supporto per questo prodotto e i prodotti correlati sono disponibili all'indirizzo: