Ramsons (R2 2024) Notes on functionality

App

Notes

Jira

Product Owner

App

Notes

Jira

Product Owner

Notes

Possible to failure while creating multiple notes via API when creating multiple note_link objects for the same target object (was not able to reproduce it via manual testing or using Jmeter highload perfomance tests)

N/A

@Khalilah Gambrell

Floating collections

Floating collection is defined as a group of items that are not housed permanently at a specific library, but are shelved at the library where they were most recently checked in. Floating collections are used to decrease transportation of items between libraries and to reduce manual handling, transit time, shipping expenses and/or traffic emissions. The Back End work supporting floating collection is implemented.
See more here.

UXPROD-4969, UXPROD-5050

@Charlotte Whitt

MARC authority

New environment variable AUTHORITY_EXTENDED has been introduced in mod-inventory module. If the environment running the module has environment variable AUTHORITY_EXTENDED=true then data import process and quickmarc edit start to use extended version of authority record mapping which can produce additional elements saftBroaderTerm,saftNarrowerTerm,saftEarlierHeading,saftLaterHeading, saftPersonalNameTrunc, saftPersonalNameTitleTrunc, saftGenreTermTrunc, saftGeographicNameTrunc, saftCorporateNameTrunc, saftCorporateNameTitleTrunc, saftMeetingNameTrunc, saftMeetingNameTitleTrunc, saftUniformTitleTrunc, saftTopicalTermTrunc in json for mapped records and kafka messages, module mod-entitied-links starts to convert extended AuthorityDto to db entity and adds "relationshipType" and truncated versions of saft headings to the entry in "authority" and "authority_archive" tables  in "saft_headings" column

MODINV-1071

MODELINKS-248

MODELINKS-267

MODDICORE-426

@Justin Travis

Data export

Users can exclude fields from export by providing a list within data export mapping profile.

UXPROD-4146: Data export - Removing MARC fields before exportClosed

@Magda Zacharska

Data export

Improved data entry validation on the data export mapping profiles

UIDEXP-383: Mapping profile view - empty indicators and subfields displayClosed UIDEXP-384: Mapping profile - modify validation of transformation elementsClosed UIDEXP-385: Transformation form: empty indicators and subfields displayClosed

@Magda Zacharska

Data export

  • Export instances set for deletion

  • Export deleted authority records

Additional information: https://folio-org.atlassian.net/wiki/x/Z4CLD

MDEXP-683: Export deleted instances Closed MDEXP-680: Ability to export deleted MARC authority recordsClosed

@Magda Zacharska

ECS - Data export

  • Data export supports now exports of instances and associated holdings/items records with a custom mapping profile from the central tenant.

  • Export of instance records with the default profile from the central tenant.

  • Export of authority records with the default profile from the central tenant.

Additional information: https://folio-org.atlassian.net/wiki/x/F4D_H

MDEXP-722: Export Instances with Custom Export Profile from Member TenantClosed MDEXP-721: Export Authority Records with Default Export Profile from Central TenantClosed MDEXP-721: Export Authority Records with Default Export Profile from Central TenantClosed

@Magda Zacharska

Automated patron blocks

Before Ramsons release, running automated patron block synchronization of any scope (“user” or “full”) would result in losing accumulated patron block data related to lost items for affected patrons. This may have affected libraries that use automated patron blocks with condition “Maximum number of lost items”. In order to rebuild lost data and recalculate patron blocks in these libraries it is recommended to run full patron block synchronization:

POST /automated-patron-blocks/synchronization/job { "scope": "full" }

In case if potential data loss is limited to specific patron(s), a user-level sync can be executed instead:

POST /automated-patron-blocks/synchronization/job { "scope": "user", "userId": "USER_ID_HERE" }

Both calls will return an ID of the sync-job which can then be used to monitor job’s progress:

GET /automated-patron-blocks/synchronization/job/JOB_ID_HERE

MODPATBLK-179: /automated-patron-blocks/synchronization/job API omits aged to lost itemsClosed

@Stephanie Buck

ECS - Central ordering

This functionality must be enabled and it is only available in the central tenant of a FOLIO system with ECS enabled. As noted in the UI once this feature is enabled it can NOT be disabled in the Ramsons release version. System that do not plan to create orders centrally that they want to generate records inventory for use in related data tenants. Should not activate this funcitonality.

UXPROD-4553: Allow user to access all locations in system for ordering on behalf of member tenants | manage linking of POL and Inventory records across tenantsIn Review

@Dennis Bridges

Order<>inventory link management ECS and non-ECS

When the relationships between inventory records are changed any linked orders will be updated to reference the new Instance holdings and item(s). Moving an item in inventory will now produce a warning modal if the movement will impact related order records. In some cases this will limit a users ability to change the relationship of item records directly from inventory.

This will prevent the corruption of order and receiving data resulting from the change of relationship between items, holdings and instances. In the ECS context it will allow items associated with central orders to be moved from a location in one tenant to a location in another tenant as long as the item and holdings are related to a “Shared instance”.

In this version it will not be possible to “change ownership” of items (move the item from one tenant to another) that are linked to a local order in a member tenant. However, these items could still be move between holdings and items within the local tenant.

UXPROD-4976: Implement consumer for Inventory record reference changesIn Review

@Dennis Bridges

Inventory - Instance mapping updates

@Ryan Taylor

ECS - Inventory

Users with necessary permissions can update ownership of Inventory Holdings & Items from one affiliation to another.

https://folio-org.atlassian.net/browse/UXPROD-4573

@Ryan Taylor

Data Import

Users can Export & Import Data Import Job Profiles via API

https://folio-org.atlassian.net/browse/UXPROD-4348

https://folio-org.atlassian.net/browse/UXPROD-3556

@Ryan Taylor

Inventory - Classification browse

New options for browsing by instance-level Classification numbers. There are steps to configure these browse options in a new section in Settings app for “Classification browse”. This configuration determines which Classification identifier types are browsable in which option.

Users must have permission Settings (Inventory): Configure classification browse

https://folio-org.atlassian.net/browse/UXPROD-4693

@Christine Schultz-Richert

Inventory - Date filter & sort

Records can now be sorted and filtered by date, enabled by three different pieces of functionality:

  1. New fields in the schema - Date type, Date 1, and Date 2

  2. New sortable “Date” column in results list

  3. New filter “Date range”

https://folio-org.atlassian.net/browse/UXPROD-4746

@Christine Schultz-Richert

eUsage

  • Bug fixes for keyboard shortcuts

  • Added search filter for COUNTER report release

  • “COUNTER statistics” and “Delete multiple reports”: The version of COUNTER releases for reports are now displayed in an additional column. The reports are grouped by report release.

  • Preparations for the support of COUNTER 5.1 in the Sunflower release (Harvester as beta version).

 

  • Complete review and update of end user documentation

https://folio-org.atlassian.net/browse/UXPROD-4953

https://folio-org.atlassian.net/browse/UIEUS-365

https://folio-org.atlassian.net/browse/UXPROD-4971

https://folio-org.atlassian.net/browse/UXPROD-4963

https://folio-org.atlassian.net/browse/UXPROD-4978

https://folio-org.atlassian.net/browse/UIEUS-357

@Stefan Dombek

Bulk edit

Bulk edit supports now editing instance notes for instances with source MARC and FOLIO. Users are now able to add a new note, update or remove existing note. Before changes are committed can be previewed in .csv and .mrc files.

Additional information: https://folio-org.atlassian.net/wiki/x/s4CvIQ

https://folio-org.atlassian.net/browse/UXPROD-4021

https://folio-org.atlassian.net/browse/UXPROD-4730

@Magda Zacharska

ECS - Bulk edit

User with appropriate affiliation and permissions are able to update holdings and items records from the central tenant.

Additional information: https://folio-org.atlassian.net/wiki/x/AoAEFQ

https://folio-org.atlassian.net/browse/UXPROD-4568

@Magda Zacharska