release date: june 15, 2017 worldcat discovery release notes · 6/15/2017  · modified june 8,...

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- Contents Table of contents Introduction .................................................................................................................................. 2 WorldCat Discovery June release highlights .............................................................................................. 2 Include Request ID with problem reports ................................................................................................... 2 New features and enhancements .............................................................................................. 3 Save time on repetitive research tasks with saved searches.............................................................................. 3 Redesigned display of action buttons simplifies user experience ............................................................. 4 New relevance algorithms help users find items ........................................................................................ 5 Successfully manage saved items with intuitive list management ............................................................ 7 Immediately cite multiple My Items and My Personal Lists ....................................................................... 8 New content .................................................................................................................................. 9 Available in WorldCat Discovery, WorldCat Local and WorldCat.org ........................................................ 9 Important Links .......................................................................................................................... 10 Office hours ............................................................................................................................................... 10 Product website ........................................................................................................................................ 10 Support website(s) .................................................................................................................................... 10 WorldCat ® Discovery Release Notes Release Date: June 15, 2017

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Page 1: Release Date: June 15, 2017 WorldCat Discovery Release Notes · 6/15/2017  · Modified June 8, 2017 2 Introduction The following release notes are for the June 15, 2017 release of

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Contents

Table of contents

Introduction .................................................................................................................................. 2

WorldCat Discovery June release highlights .............................................................................................. 2

Include Request ID with problem reports ................................................................................................... 2

New features and enhancements .............................................................................................. 3

Save time on repetitive research tasks with saved searches .............................................................................. 3

Redesigned display of action buttons simplifies user experience ............................................................. 4

New relevance algorithms help users find items ........................................................................................ 5

Successfully manage saved items with intuitive list management ............................................................ 7

Immediately cite multiple My Items and My Personal Lists ....................................................................... 8

New content .................................................................................................................................. 9

Available in WorldCat Discovery, WorldCat Local and WorldCat.org........................................................ 9

Important Links .......................................................................................................................... 10

Office hours ............................................................................................................................................... 10

Product website ........................................................................................................................................ 10

Support website(s) .................................................................................................................................... 10

WorldCat® Discovery Release Notes

Release Date: June 15, 2017

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Introduction

The following release notes are for the June 15, 2017 release of WorldCat Discovery.

WorldCat Discovery June release highlights Users can now save time on repetitive research tasks with saved searches, discover materials with

newly optimized relevance algorithms, and intuitively manage and cite saved items and personal lists.

Include Request ID with problem reports When reporting an issue with WorldCat Discovery, it is extremely helpful to include the Request ID. The Request ID is found at the bottom of the screen on which the issue occurred. Including this information allows us to directly trace what happened on the request we are troubleshooting.

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New features and enhancements

Save time on repetitive research tasks with saved searches Experienced researchers often create queries with complex Boolean logic, multiple facets and specific

databases to track new publications from an array of disciplines. To reproduce complex or simple

research queries repeatedly, WorldCat Discovery staff and WorldShare Management Services

users can save searches to their user account.

Anyone with a WorldCat Discovery user account may save up to 100 searches and manage searches

from their account page.

After authenticating, WorldCat Discovery users will see the option to save the search under “Search

Tools”:

Clicking “Save this search” produces a confirmation of the saved search criteria with an action to view

saved searches:

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Access saved searches from the navigation bar or “Library Links”:

View, re-run or delete saved searches:

Redesigned display of action buttons simplifies user experience Action buttons on search results and detailed records now display horizontally (rather than the previous

vertical display). Also, we removed the buttons from the detailed record display on the left side of the

screen to reduce duplicate actions.

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New relevance algorithms help users find items Over the last several months, our search algorithms underwent rigorous internal testing and piloting

with member libraries. From this review, we determined a need to create two different relevance

options: Best Match and Recency. Best Match, formerly known as Relevance Only, retrieves known

items that are good matches on visible fields; and Recency retrieves more recent items, often

considered more relevant for some academic disciplines. The previous Library and Relevance

algorithm has been renamed Library and continues to surface local library holdings.

Please see our May 2017 Product Insights webinar and a recent Discovery Notes post for detailed

explanations of the testing behind these changes. These adjustments are part of our ongoing effort to

increase the relevance of search results that began with the release of a new search algorithm in

August 2016.

To clarify:

• “Relevance Only” has been renamed “Best Match.” Users with “Relevance Only” as their current

default are automatically transitioned to the “Best Match” option.

• “Library” replaces “Library and Relevance.” “Recency” is an entirely new option.

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Set your library’s default relevance algorithm in OCLC Service Configuration -> My WorldCat.org ->

Relevancy and Scoping->WorldCat Discovery default sort on search results, and select your default

sort. The WorldCat Local default sort is no longer supported in WorldCat Discovery.

Please note: WorldCat Discovery relevance options are available only in WorldCat Discovery,

and not WorldCat Local.

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Successfully manage saved items with intuitive list management Users can manage their “My Items” more intuitively with clearly-labeled actions.

As always, items on the “My Items” page are temporarily stored until permanently added to a “My

Personal List.”

After logging in with WorldShare Management credentials, users will see the options to either create a

new list or to move items to an existing list.

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Immediately cite multiple My Items and My Personal Lists Users can cite multiple items or entire lists from their “My Items” page or from their “My Personal Lists”

when logged in. Users can still export lists and items for use in a citation management system.

Users may select multiple items to cite directly from WorldCat Discovery. Items will display the citation

dialogue in the users’ preferred citation style.

The “My Personal Lists” page allows users to delete entire lists or to cite entire lists.

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New content

This is a list of new databases added to WorldCat Discovery, WorldCat Local and WorldCat.org since our last update.

You can enable these databases as search options in the Licensed Content and Databases module of the OCLC Service Configuration site. Please remember that your library must have a valid subscription to these databases in order to enable them.

The complete list of databases is available at http://www.oclc.org/content/dam/support/discovery/contentlisttargetID.xlsx

Available in WorldCat Discovery, WorldCat Local and WorldCat.org

From JSTOR

JSTOR Sustainability Collection – JSTOR offers high-quality, interdisciplinary content to

support scholarship and teaching. It includes over one thousand leading academic journals across the humanities, social sciences, and sciences.

From McGraw-Hill Education

F.A. Davis PT Collection – A comprehensive online PT resources that covers the entire

spectrum of physical therapy.

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Important Links

Office hours • http://www.oclc.org/support/services/discovery.en.html

Product website More product information can be found here.

Support website(s) Support information for this product and related products can be found at:

• WorldCat Discovery support resources

• WorldCat Discovery training

• Release notes

• OCLC customer support

• Browser compatibility chart

Notices

© 2017 OCLC, Inc. All rights reserved. The following OCLC product, service and business names are trademarks or service marks of OCLC, Inc.: OCLC, WorldCat Discovery and “Because what is known must be shared.” In addition, the WorldCat and WorldShare symbols are service marks of OCLC. Third-party product service names are trademarks or service marks of their respective owners. OCLC grants permission to photocopy this publication as needed.