Ramsons (R2 2024) Changes and required actions
- Pavlo Smahin
- Anne Ekblad
- Natalia Zaitseva
Functional Area | Change or Additions | Considerations | Action timing, | Comments | Contact person, |
|---|---|---|---|---|---|
Affected app or module | What has been changed or added that should be noted for this release | What challenges may arise related to this change or addition | When can the action be taken (before, during or after upgrade)? If applicable, detail what action(s) must be taken here Is this action required for the next release? | Name of user leaving comment: comment on what you encountered or ask a question @mention Contact person | User name of person that can provide additional detail. |
mod-search | Implement indexing for inventory locations |
| Locations reindex needed after the upgrade. | Under the hood when specifying resourceName=location the reindex for libraries, institutions and campuses will be started as well automatically. | @Viacheslav Kolesnyk , @Pavlo Smahin |
mod-inventory-storage | Holdings’ |
| No action. | API major versions updated for
| @Viacheslav Poliakov (Unlicensed) , @Pavlo Smahin |
mod-inventory-storage | Instance’s |
| Async migration execution is required after the upgrade. Could work in the background. POST /inventory-storage/migrations/jobs
Body:
{
"migrations": [
"publicationPeriodMigration"
]
}To track status of migration execute the endpoint: GET /inventory-storage/migrations/jobs/<jobId>To validate that migration is finished SQL script could be executed: SELECT 1 FROM <tenant>_mod_inventory_storage.instance WHERE jsonb -> 'publicationPeriod' IS NOT NULL LIMIT 1;If nothing returned then migration was successful. | API major vers ions updated for
| @Pavlo Smahin |
Search, Inventory | To make mod-search consume all types of changes for instances, holdings, items, and changes related to bound-with functionality it has a consumer with a default Kafka topic pattern: (${ENV}\.)(.*\.)inventory\.(instance|holdings-record|item|bound-with) | If the library requires the default behavior of mod-search, please ensure that the KAFKA_EVENTS_CONSUMER_PATTERN is either omitted from the environment variables or is set to the same value as the default pattern. |
|
| @Pavlo Smahin |
mod-search | New re-index process implemented for instance records. |
| After the upgrade use new API to index instance records.
| Instructions can be found in: GitHub - folio-org/mod-search at v4.0.0 | @Pavlo Smahin |
ui-orders ui-receiving | Add support for routing lists | Requires configuration in Settings: Orders.
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| @Joseph Reimers |
ui-receiving | Support binding of materials |
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| @Joseph Reimers |
ui-invoice | Allow duplication of invoices and invoice lines |
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| @Dennis Bridges |
mod-organizations | Prevent deletion of bank account type when account type is in use |
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| @Joseph Reimers |
Check Out | If Profile Pictures are enabled they will be displayed at Check out for users with the “Users: Can view profile pictures” permission |
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| @Amelia Sutton |
Users | An error message will now be displayed when a user tries to add a non-image or invalid URL as an externally linked profile picture |
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| @Amelia Sutton |
Users | New functionality to Export User Data for Library Card Printing. The user profile “Actions” now includes an option to “Print library card”. This option is only available when the user meets all of the following:
The User’s Barcode, First name (preferred name instead if present), Middle name, Last name, Patron group, Expiration date will be included in a .csv file. The user’s profile picture will download as a separate .jpg or will be included in the .csv if the profile picture is linked from an external URL |
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| @Amelia Sutton |
Settings > Circulation | Two new staff slip tokens were added to the staff slip template editor:
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| @Amelia Sutton https://folio-org.atlassian.net/browse/UXPROD-4465 |
Settings > Circulation | New Staff Slip type, “Due date receipt”, has been added. The template can be configured under Settings > Circulation > Staff slips > Due date receipt. The slip will populate the following tokens (new tokens in Bold): borrower.firstName borrower.lastName borrower.middleName borrower.preferredFirstName borrower.patronGroup loan.dueDate Item.title Item.barcode item.primaryContributor item.callNumber item.enumeration item.chronology item.copy
| The following item tokens will not populate on Due Date Receipts: item.toServicePoint item.fromServicePoint item.lastCheckedInDateTime item.descriptionOfPieces item.numberOfPieces item.yearCaption item.loanType |
| Other tokens will be displayed as options in the template editor, but may not populate on actual slips. Similarly, the new borrower and loan tokens will appear in the template editor for other kinds of staff slips, but may not populate on the actual slips | @Amelia Sutton https://folio-org.atlassian.net//browse/UXPROD-4959 |
Users > Open Loans | Due date receipts can be printed from the open loans screen either by selecting one or more open loans then selecting Print due date receipt, or via the actions menu for an individual invoice. Due date receipts can also be printed from the Loan details page for an individual loan by selecting Print due date receipt |
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| @Amelia Sutton https://folio-org.atlassian.net//browse/UXPROD-4959 |
Settings > Circulation | New section under the Requests header, “View print details”. This section includes a single option to enable the viewing of print details in the requests app. When enabled, the system will record when a staff slip is printed for a request, and that information will be displayed in the Requests app. When disabled, existing data will remain in the database, but future print actions will not be logged. |
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| @Amelia Sutton https://folio-org.atlassian.net/browse/UXPROD-4404 |
Requests | This functionality can be enabled by enabling “View print details (Pick slips)” under Settings > Circulation > View print details. When enabled, users see two new columns that can be selected to display in Requests search:
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| @Amelia Sutton https://folio-org.atlassian.net/browse/UXPROD-4404 |
Users | A new field “Email communication preferences” has been added. This field is a multiselect with three options:
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| Note: The field will only be available temporarily for all libraries. After the implementation of UXPROD-2491, this field will be removed from the Users schema, as a custom field in the Contact information accordion will meet LoC’s requirements. | @Amelia Sutton |
mod-users | The encryption key field in the profile picture configuration is no longer updateable. |
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| @Amelia Sutton https://folio-org.atlassian.net/browse/MODUSERS-458 |
Users | New Reading Room Access accordion on User records. Users with the appropriate permissions (See the permissions update notes for more details) can see a user’s access for each reading room. On the user edit screen staff can update the user’s access to reading rooms and add a note to each room on a user’s record. |
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| @Amelia Sutton https://folio-org.atlassian.net/browse/UXPROD-4070 |
Settings > Tenant | New section under General, “Reading room access”, where reading rooms can be configured by users with the appropriate permissions (See the permissions update notes for more details). Each reading room has 3 fields, the room name, a boolean setting a room as private or not, and a multiselect for associated service points. Reading rooms with Public set to False will not allow access by default. Reading rooms with Public set to True will default to allowing access. Each reading room can have any number of service points assigned, but each service point can only be assigned to a single reading room. |
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| @Amelia Sutton https://folio-org.atlassian.net/browse/UXPROD-4070 |
Inventory, SRS, Data import | Default MARC-Instance mapping rules were updated to add:
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| After upgrade follow the instructions to update the mapping rules. |
| @Ryan Taylor, @Kateryna Senchenko |
Automated patron blocks |
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SIP2 | Setting Up SIP2 for Multiple Tenant-Specific Ports
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| If any SIP2 customer (e.g. MeeScan) wants to use the feature of using multi tenant for specific port then below configurations settings can be applied GitHub - folio-org/edge-sip2: 3M Standard Interchange Protocol (SIP) support in FOLIO |
| @Gurleen Kaur1 SIP2-150: Add port with IP address CIDR as option for tenant identification in configurationAwaiting release |
INN-Reach | Redesigned ongoing record contribution to be aligned with the initial contributed outbox pattern design. |
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| UXPROD-4860: Reengineering of INN-Reach ongoing contributionClosed @Tim Auger |
FOLIO DCB/OpenRS | Modify the logic for creating a virtual service point (for pickup locations) and link up the default calendar. Also, modify default values of the calendar |
| Coordinate the DCB development that populates the creation of the SPs. Coordinate roll-out into production. |
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MODDCB-119: Add DCB calendar and assignment of SPs to itClosed @Tim Auger |
Requests, Staff slips |
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| @Anne Ekblad |