WorldShare ILL Release Notes February 2013 Release

Transcription

1 WorldShare ILL Release Notes February 2013 Release Contents WorldShare ILL... 2 Borrower and lender improvements... 2 IE9 and IE8 support... 2 Single sign on FEB: ON HOLD DUE TO SERVICE CONFIGURATION ISSUES a copy of the request... 2 Print a copy of the request (any status)... 4 Borrower improvements... 4 Borrower Printing... 4 Batch Processing: Receive and Return... 8 Borrower request history (limited) Lender string expanded to 15 lenders Lender improvements Batch Processing: Complete the request process Bugs fixed w/february 2013 Release Known Issues Looking ahead Early March Release (tentative) May Release (tentative)... 16

2 WorldShare ILL Borrower and lender improvements IE9 and IE8 support Prior to our February release only FireFox, Chrome and IE 9.0 were supported. We have added support for IE 8.0. We plan to support only the latest versions of FireFox and Chrome and will update browser support with our quarterly release. Single sign on 4 FEB: ON HOLD DUE TO SERVICE CONFIGURATION ISSUES From within WorldShare ILL you will now be able to click on the links to the Policies Directory and Service Configuration and be taken into either system seamlessly, without having to re-enter your user name and password Please note that accessing OCLC Usage Statistics will still require you to use your 9-digit OCLC authorization and password. In the future access will be incorporated in your OCLC Services Account user name and password. a copy of the request Users will have the ability to send a formatted of the request details to any address. Each request now has an link on the right side of the screen.

3 After a user clicks on the button a pop up appears allowing the user to enter several fields: The user hits the Send button and the recipient specified in the To address receives and with all the details of the request:

4 Print a copy of the request (any status) Users will now be able to add any individual request to the print queue. On the right side of each request is a button that adds that request to the print queue. Upon hitting the button users will receive a confirmation message: Users can then navigate to their print queue (borrowing or lending) to print their requests. Borrower improvements Borrower Printing Borrowing libraries now have the ability to print return shipping labels, full requests (1 per page) and book straps. When an item is being received there is now a check box next to the receive date. Before users mark a request received, they can check this box and upon hitting the Mark as received button the request moves to the borrower print queues. When a borrower returns an item, similarly, they have the option to print return labels.

5 The process for printing a full request works as outlined above. Once the printing has been selected, users should navigate to the Borrower Print Queue on the left side of the screen. The borrower can then open any of the three Print Queues.

6 The borrower selects the requests they wish to print using the checkboxes (1) on the left side of the screen or the Select All (2) link at the top of the accordion. After selecting your request, choose your label format (30 per page or 6 per page) (3). Then select your starting position on the label sheet by either clicking on the position on the displayed sheet or entering the correct position in the Start at label position field. (4). Note that this is not necessarily recommended as it may result in printer problems if labels get stuck, etc. Finally, hit the Print button.

7 After the Borrower hits the print button a preview of their requests will appear along with a Print button at the bottom.

8 Once a request has been printed, it remains in the print queue until the Borrower (or Lender) removes it manually. The user must select the request(s) they wish to remove from the print queue. This is very different from how WorldCat Resource Sharing handles clearing out the print queue. Batch Processing: Receive and Return Borrowing libraries will be able to use batch processing to receive an In Transit item or to return and item to the lending library. To access batch processing a user first clicks on either the In Transit or Received queue.

9 At the top of the next screen, there is a link to Batch receive in-transit items or Batch return received items. Users should click on this link to activate batch processing. After users click on this link their screen will change to provide them with an additional field at the top to enter your request ID numbers.

10 There are three methods by which users can enter requests in the box at the top. 1. Manually type in a request ID number 2. If a barcode is present users can scan the barcode 3. Users can click on the request below in any field that is NOT hot linked (e.g. Media Type) If a hot linked field is selected, the request will open up to be processed individually. The method by which a request gets in the batch area of the screen is being improved and the workflow will be more intuitive with our planned install of in early March. We don t currently support printing when batch processing. We are targeting this functionality with our early March release. This includes both return labels and book straps.

11 Borrower request history (limited) There is a new accordion at the bottom of the request. Currently, this accordion header only displays the direct note if the request came in via Direct Request and matched a profile. This is where the full request history will appear. We are targeting this improvement in our early March release. Lender string expanded to 15 lenders Users of WorldShare ILL are now able to enter 15 lenders in their lender string. When searching and creating a request, users can type in their lender string, with commas in between the lenders.

12 Once a user hits Creates Request users can view additional policy information for each of the libraries in the lender string: The ability to have 15 lenders is limited to borrowers who create their request in WorldShare ILL. We will not be implementing this feature in WorldCat Resource Sharing. ILLiad will fully support a lender string of 15 in the 8.4 release. Requests that come into the system via direct request will be given five lenders in their lender string. The ability for direct request to provide a lender string of 15 lenders will be a future improvement to the service.

13 Lender improvements Batch Processing: Complete the request process A lending library can now complete requests for items that have been returned by borrowing libraries using batch functionality. Please note that, as above, batch functionality is still evolving and while the basic workflow will remain the same, improvements are underway and may be released as soon as early March. From the left hand list of request queues users select the Returned major queue to access batch processing.

14 After opening the returned queue, users will see a list of your first ten requests and a link at the top to Batch complete Returned items. After users click on this link their screen will change to provide them with an additional field at the top to enter your request ID numbers.

15 There are three methods by which users can enter requests in the box at the top. 1. Manually type in a request ID number 2. If a barcode is present users can scan the barcode 3. Users can link on the request below in any field that is NOT hot linked (e.g., Media Type). If a hot linked field is selected, the request will open up to be processed individually. Bugs fixed w/february 2013 Release IE 9.0 When a user logs in for the first time they may see ZERO counts in all of their borrowing/lending queues. PRODUCTION bug If a user searched for a request and the request already open the system would return an error. Removed patron s name from lender request queues The default country for all borrower and lender address fields is now the United States. Please note that this may change later as we roll out WorldShare ILL to the non-us community ALERT field easier for borrower to see If a request already in print queue it cannot be added to that request queue a second time and an error message now appears. Article fields were missing when a pull slip was printed, several of these have been added. The verification source is now displayed. Lending Libraries header is now cleared on new request when a borrower works on subsequent requests. Article page numbers will now be entered in a single field on the request form. Previously there were two fields for page numbers and there were problems with entering a range of numbers.

16 Known Issues Adobe Reader may present an error message when printing. Users can just click OK when printing and the message will go away and printing will work as designed. Looking ahead Early March Release (tentative) Improved batch processing to make the process of adding/removing requests from the batch processing queue more intuitive Lender batch processing for yes (Shipped) Batch printing for relevant actions. Users will have `the option to send batched items to the relevant print queue o Borrower receive: book straps o Borrower return: return labels o Lender yes: book straps, shipping labels Lender Reasons for No added to the request history Barcodes to be printed on pull slips, full requests and bookstraps Single sign-on into Article Exchange When a library opens an accordion queue it will take the user to the top of the accordion (bug with Borrower Constant Data) May Release (tentative) Link to lending library s OPAC from holdings list (this may be included in our March release) Printing entire queues (i.e. categories) Lender batch processing for no Addition of KnowledgeBase links when viewing a request Link to borrowing library s OPAC on request work form Better handling of Constant Data records (default record and persistence) Workflow changes to support purchase options Discover Items filter holdings by year/volume, view LHR details Improved support for renewals (second renewals; suggested due date) Split loans and copies into separate queues for lender Print 2 pull slips/page Conditional notes