Page Comparison

Requests

Optional columns now available: Effective call number string and Pickup service point. They can be added in the Actions dropdown. Both columns are sortable. When sorting the effective call number string column, the sort is based on a normalized effective call number string (effective shelving order) which excludes prefixes from the sort. A user can do a basic "starts with" search for a call number, with or without a prefix. If the search within Requests begins with the call number (no prefix), it will only search the call number. It will not yield results for any searches that include information beyond the call number (e.g., suffix, copy number +).

UIREQ-898, UIREQ-901,

UIREQ-899, UIREQ-900

Stephanie Buck 

Settings > Tenant > Locations

Improvement in UI for navigating through the location tree in Settings. The number on "institution" now links to the number of campuses; The number on "campus" now links to the number of libraries; the number on "libraries" now links to the number of locations.

(OLD ACCOUNT) Erin Nettifeeuntil mid-August

Settings > Tenant > Locations

Improvement in navigating through the location tree in settings. If you choose menu options in a specific area of settings, the choices will "stick" if you go to other areas of the locations tree or settings. That way you don't have to reselect options from the drop-down menu every time.

Note that each part of the tree is distinct - e.g., if you go to libraries and select institution A and campus B to display library C and D, and then you go to the campus page, it will not have anything pre-selected. 

(OLD ACCOUNT) Erin Nettifeeuntil mid-August

Circulation rules

The circulation rules now have the metadata object, allowing libraries to see who last updated the rules and when. 

(OLD ACCOUNT) Erin Nettifeeuntil mid-August; after, ask in #resource-access

Bulk edit

The Bulk edit app allows suppressing from discovery item and holdings records. 

The app also supports bulk editing item notes.  The functionality covers adding a new note, changing the note types, duplicating circulation notes, updating part of the note and removing notes.

Magda Zacharska 

OAI-PMH

 New option has been added to allow libraries to harvest from inventory only.  This id the extension of the previously supported harvests from SRS or SRS and Inventory.

OAI-PMH will provide information about bad data encountered during the harvest so that the data can be corrected by libraries without the need to reaching out to hosting providers. The logs of bad data are available in the OAI-PMH settings page and are available for up to 30 days after the harvest completed.

OAI-PMH performance has been further improved and supports up to three concurrent harvests (two full and one incremental).

For the consorcial implementations, in addition to the tenant level harvests, OAI-PMH supports also cross-tenant harvests allowing one harvest started in the central tenant to harvest data from all tenants continuously.

Magda Zacharska 

Data export

For consortial implementations, data export supports exporting shared instance records from member tenants.  

Magda Zacharska 

Inventory > Advanced search modal

New modal in Inventory to perform advanced searches

• Search options:

• • Contains all

  • Exact phrase

  • Starts with

• Boolean operators

• • AND

  • OR

  • NOT

• Out of scope for current iteration

• • Contains any search option

  • Reconsideration of word-stemming for Instances coded as English

Christine Schultz-Richert 

Inventory > Create original MARC bib

Added functionality to create original MARC bibliographic records from the quickMARC UI, accessed via a new Action in Inventory. Requires new permission: quickMARC: Create new MARC bibliographic record

Christine Schultz-Richert

quickMarc

Bibliographic records: proper order added for field 008

Marcin Mystkowski 

quickMarc

Added display of the link button in the reference view, when adding a term to a bibliographic records from the authority.

Marcin Mystkowski 

Inventory > Create bound with relations

Added functionality to add bound with relations as one item linking to multiple holdings using the edit function in Inventory 

Charlotte Whitt 

Inventory > Call number browse by type

Added the ability to browse by specific call number types: Dewey, LC, Local, Other scheme, SuDoc, and NLM. Added normalized sorting for both SuDoc and NLM. Note that in order to support this implementation, the mentioned types are now uneditable in the Inventory settings. 

All call numbers can still be browse interfiled in the Call numbers (all) option. 

Effective location (item) facet: In this release, if items on a single Instance have call numbers of different call number types, when browsing by a specific type, the locations of all items on that Instance will appear in this facet. 

Christine Schultz-Richert 

Automated authority linking > Changing which linkable MARC fields can be enabled for automatic linking permission. 

• The permission which allows a user to update automated linking rules (enable or disable field for automated linking) is not assigned for admin user by default. 

• There is only one way to add this permission to the user - sending request via Postman to include this back-end permission "instance-authority.linking-rules.item.patch" in the list of user's permissions.

Khalilah Gambrell 

Pavlo Smahin 

Settings > Circulation > Fee/fine > Overdue fine  policies. Accordion:  Reminder Fee

Business logic for scheduling Reminder fees is implemented, and it's possible to set up and send reminders to patrons via email.

Florian RuckelshausenCharlotte Whitt 

eholdings aop > Packages facet 

Feature: eholdings app Packages facet

What: Ability to filter title results by Packages facet ​​

Note: ​

• The facet is only available on the eholdings app's Titles search tab​

• Single select only ​

• Returns packages that contain search query​

• Title detail record will filter to selected package facet value

• Screencast: https://issues.folio.org/secure/attachment/61199/61199_UIEH-1351-verified.webm (login into JIRA to see it)

Khalilah Gambrell 

Title level request holds

Libraries can now choose whether title level holds should fail or succeed, based on circulation rules. (Through Orchid, holds always succeeded, regardless of circulation rules)

Stephanie Buck