WorldShare Circulation release notes, June 2022

Patron experience in My Account

Each user controls the retention and display of their WorldShare Circulation borrowing history. By default, all users are opted out of borrowing history and will be shown an invitation to enable retention when viewing the Borrowing history tab for the first time. 

To enable borrowing history for their account, users must go to the Profile tab and toggle on the Enable my borrowing history option. Your library's retention period will display in the explanatory text:

If a user has enabled borrowing history, then bibliographic, item, and usage data are collected and added to the user's borrowing history as items are returned to the collection. For example, the item's title, shelving location, call number, and enumeration will not change in the history even if the bibliographic data is changed or the item is withdrawn from the library's collection.

Titles links to WorldCat Discovery are provided so that your users can view current availability, export bibliographic citation information, make a hold request, etc. Please note that temporary items and containers will not be hyperlinked.

Your users can disable borrowing history at any time via the Profile tab. The user will be warned that all of their retained history will be deleted:

After disabling and deleting history, the user will no longer see any of their history data in the Borrowing history tab. Instead, the user will see the original invitation to enable history (see above).

 Note: A user may only access their own borrowing history. Access is limited to My Account; there is no API access to borrowing history at this time. Borrowing history data is never shared with library staff or third parties.

See the My Account release notes for more details about the user's experience in My Account.

Configuración

El historial de préstamos está desactivado por defecto para todos los usuarios de su biblioteca. Para proteger la privacidad de sus usuarios, WMS comenzará a conservar y mostrar el historial de préstamos de un usuario sólo si:

• Your library enables the feature in OCLC Service Configuration
• The user explicitly enables retention of their borrowing history in My Account

Once your library has activated the feature and sets a retention period, your users will see the Borrowing history tab and the option to enable borrowing history on the Profile tab in My Account. To enable this feature, navigate to OCLC Service Configuration > WMS Circulation > Admin/General > History > Patron Borrowing History and set Store History to Yes. You will be required to set a retention period between 1 and 60 months:

 Caution:  All of your users' borrowing history data and opt-in preferences will be deleted if your library disables the feature. A warning message will appear if you attempt to save a change to History configuration that would disable Patron Borrowing History:

In general, entries are automatically deleted from borrowing history if:

• The user disables borrowing history
• The user's account is deleted
• Your library disables the feature or leaves WMS
• Your library's retention period has elapsed or is shortened

Using Collection Type Policy

Your collection-level settings are now arranged into rules that can then be assigned to multiple item locations and material formats. Once you have created a rule, you can add all applicable holding locations, shelving locations, and material formats. You can then change the shared rule settings to apply those changes to all items assigned to that rule, move a location from one rule to another, etc.

For example, you might create a rule for:

• All the parts of your collection that do not fulfill holds and should be in Unavailable status by default
• All offsite and compact shelving locations that require a multi-day reshelving period.
• Materials that cannot be requested during academic breaks or public holidays: One rule change can quickly enable/disable requesting for all materials assigned to that rule.

In the following example, a rule named Requestable + 24h Reshelving has been created for all parts of the collection that are treated as Available by default, fulfill holds for all patrons and item statuses, has no in-processing period for newly-recieved items, and requires a 24-hour reshelving period. The rule is currently assigned to eight parts of the collection. The user has already clicked the Add Location button to add a ninth location (Film and Video Collection), which is highlighted in green. The user has also clicked the delete icon to remove the Library Annex - Special Collections Use Only location from the rule:

Las reglas se ordenarán alfabéticamente por nombre de regla en la página Política del tipo de colección. 

 Hint: Having trouble finding a location? Use Ctrl+F to search for what you're looking for. In the July 2022 release, you will be able to filter the list of rules based to find a specific location.

Orden de procesamiento

A la hora de determinar qué regla aplicar a un artículo, el sistema evalúa la Política de tipos de colección de su biblioteca y selecciona la más adecuada de la siguiente manera:

• Correspondencia con una ubicación de almacenamiento, una ubicación de estantería y un formato de material específicos
• Match to a specific Holding Location and Shelving Location where Material Format is set to 'All'
• Match to a specific Holding Location and Material Format where Shelving Location is set to 'All'
• Match to a specific Holding Location where Shelving Location and Material Format are set to 'All'

This processing order has not changed with the migration from Location Policy to Collection Type Policy. However, you may notice that Collection Type Policy no longer allows your library to save duplicate locations. For example, you may only assign Chemistry Library - All - All  to a single rule, but you may assign Chemistry Library - Course Reserves - All and Chemistry Library - All - DVD video to the same or different rules.

It is strongly recommended to have a row for each Holding Location where Shelving Location and Material Format are set to All to cover items in newly-created shelving locations or when new material formats are added to WorldCat.

Migración de datos de la Política de Localización

Sus datos de la política de localización se han migrado automáticamente a la política de tipos de recogida. Las reglas se crearon a partir de todas las combinaciones de políticas que admite actualmente y se les asignó un número (por ejemplo, 01, 02, 03, etc.). Los nombres de las reglas se eligieron para ordenar las reglas con el mayor número de ubicaciones al principio de la lista, por ejemplo, la regla 01 tendrá el mayor número de ubicaciones con la misma configuración de política. El número de reglas migradas en la política de tipo de colección dependerá del número de configuraciones de política únicas que haya configurado en la política de ubicación.

For example, the following six-row Location Policy:

Ubicación de la bodega	Ubicación de la estantería	Formato del material	Policies
Chemistry Library	Todos	Todos	Available by default Fulfil holds for All patrons Reshelving period = 24 hours
Law Library	Referencia	Todos	Unavailable by default Fulfil holds for No patrons Reshelving period = 0 hours
Law Library	Todos	Todos	Available by default Fulfil holds for All patrons Reshelving period = 24 hours
Main Library	Todos	Todos	Available by default Fulfil holds for All patrons Reshelving period = 24 hours
Main Library	Course Reserves	Todos	Available by default Fulfil holds for All patrons Reshelving period = 6 hours
Main Library	Todos	DVD video	Available by default Fulfil holds for All patrons Reshelving period = 6 hours

Would be migrated to into three rules in Collection Type Policy as follows:

Rule (Default Name)	Policies	Ubicación de la bodega	Ubicación de la estantería	Formato del material
01	Available by default Fulfil holds for All patrons Reshelving period = 24 hours	Chemistry Library	Todos	Todos
		Law Library	Todos	Todos
		Main Library	Todos	Todos
02	Available by default Fulfil holds for All patrons Reshelving period = 6 hours	Main Library	Course Reserves	Todos
		Main Library	Todos	DVD video
03	Unavailable by default Fulfil holds for No patrons Reshelving period = 0 hours	Law Library	Todos	Todos

You may wish to rename and/or reorganize your Collection Type Policy rules based on your local practices. For example, you may want a rule for a subset of your collection that changes policies during the year such as materials that cannot be requested during academic breaks or public holidays.

Ver los datos archivados de la Política de Localización

For your reference, your library's Location Policy data has be archived and is available for you to view until September 2022.

No podrá realizar cambios a través de la interfaz de la Política de Ubicaciones. Del mismo modo, cualquier actualización que realice en la política de tipos de colección no se reflejará en la pantalla de política de ubicación de sólo lectura.

Si necesita actualizar sus políticas, debe utilizar la nueva interfaz de políticas de tipos de recogida.