product insights: wms
TRANSCRIPT
Product Insights • June 2021
Product Insights: WMS
John McCullough
Senior Product Manager, WMS
Areas of focus
Patron Service Resource ManagementLooking to the Future
LOOKING TO THE FUTURE
• The Future is Cooperative• Best of breed solutions means interoperability
• Groups and consortia
• Resource sharing and consortial borrowing
• The Future is Electronic• Budgeting for continuing subscriptions
• The Future is Dynamic
The Future
Multiple library cards
• Patrons will be able to access their accounts to view checked out items, renew material, view and cancel holds etc. from a single set of credentials
Mask patron contact details at libraries other than home library
• Consortium-wide decision to preserve privacy of patrons outside of their library,
while still facilitating full range of service
Library branding in Consortia
• Consortia can choose whether notices for shared materials come from patron’s
library or item’s library
Consortium Support
• Tipasa/D2D integration
• NCIP LookupUser(Autographics, D2D, ReShare)
• Z39.50 (ILLiad, ReShare)
Resource Sharing and Consortial Borrowing
• Bulk Renewals
• New renewal function supports batch renewals (search results, multiple vendors)
• Supports standard increases in costs for renewed resources, e.g. 5%, can be applied as part of renewal
• Deferrals Support• Pro-rating subscriptions across budgets
and fiscal years
Budgets for E-resources
• Experiment with customizations
• Test APIs and new features
• Train staff and student workers
• Get the most out of your WMS
installation
• Use a complete copy of your library’s
data, plus WorldCat and WorldCat
knowledge base data
Play in yoursandbox
Test in yoursandbox
WMS sandbox training and testing environment
PATRON SERVICE: ENGAGEMENT
AND FULFILLMENT
• Online payment of fines and fees
(Canada, U.S. and UK)
• Secure and PCI-DSS compliant
• Integration with Paysafe and WPM
Available Now
• Configure multiple pickup locations per branch
– A single WMS branch location may make requested items
available at a circulation desk, smart lockers, a reading room for in-
house use materials, etc.
– Disable a pickup location at any time if temporarily inaccessible to
patrons.
– Control where your library materials are allowed to be picked up,
e.g. you may require your special collection to be ‘picked up’ in a
reading room, or you may limit a delivery service to faculty
members.
Special Pickup Locations
Pickup Locations Report
• Monitor upcoming and active holds for a location
• Filter to a patron
• Update holds and print receipts from report
• Materials in Reading Rooms can be
assigned to a specific pickup
location
• Staff can report on holds requested
or being consulted from a special
collection or in a reading room
• Set material to Ready to Use or In
Use
• Online display of Reading Room
materials to patrons
Reading Room Support
• Patrons can review historical circulations in User Portal
• Library chooses to enable feature
• Individual patron must opt-in, can opt out at any time
• History is from point of enablement forward
• No staff access to loan history
Patron Loan History
OPTIMIZING AND EXTENDING
RESOURCE MANAGEMENT
• Paperless pull lists
• Reshelving and “soft” check-in
• Search Discovery
• Check in/clear status
• Inventory
• Change Item Location
• Staff check-out
What’s next for Digby?
• Shelf reading
• New Serials patterns• Daily
• 5 days a week
• EDIFACT enhancements• FTP
• Serials claiming
• Order claiming
• JUSP integration
Acquisitions, Serials and LMAN
• Allow Reading List solution to be consulted for an item:
• When considering an order
• When receiving, including alternate editions lookup
• While withdrawing
• While setting audience levels
Reading Lists Integration
• Secure FTP, round trip
• Acquisitions: Invoice export (available now)• Send invoices to campus accounting
• Circulation Outstanding fines (coming this month)• Sending outstanding patron fines to campus bursar
Scheduled Jobs
• Log actions performed on a given physical item
• Review by staff member, action, timestamp
• Actions include edits to LHR (call number, location)
• Acquisitions activity
• Not included: Circulation transactions, electronic resources
What’s Next: Staff Audit Trail
WorldCat Holdings Audience Levels
The Solution allows setting one of four audience levels at either the bibliographic record or copy (Local Holdings Record) level:
• Display to All Users
• Display to all My Library Users
• Display to My Authenticated Users
• Display to My Library Staff
Workflow: select audience level
Workflow: update audience level at copy level
Workflow: bulk edit audience level
Workflow: select audience level for KB collection
COMMUNITY UPDATE
• Maintenance-only software release
• Downtime on 2 May 2021 and 5 June 2021.
• Report any unexpected behavior to [email protected] or OCLC support in your region: oc.lc/support
Community Center upgrade
Coming soon!
• Combined event and recording lists for all communities
that your library has access to.
• Expected in calendar year 2021.
• Community poll: How should our new combined lists be
named/organized?
– Also feel free to send feedback to Anna Jones at [email protected]
