Sunflower (R1 2025) Notes on functionality

Sunflower (R1 2025) Notes on functionality

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Notes

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App

Notes

Jira

Product Owner

eUsage

  • Non-COUNTER Reports

    • It is now possible to specify file paths.

  • COUNTER 5.1 Support

    • The harvester has been extended to support COUNTER 5.1.

    • The export function has been extended to support COUNTER 5.1.

    • The manual upload has been extended to support COUNTER 5.1. Please note: With the Sunflower release, it will be possible to upload files with COUNTER 5.1 in JSON format. It will be possible to use the other formats in the next releases.

  • Keywords search for UDPs search

@Stefan Dombek

Bulk edit

Bulk edit supports editing all non-control fields in MARC bibliographic records.

https://folio-org.atlassian.net/browse/UXPROD-4017

Additional information:

MARC Instances | Bulk edit MARC Instances in Sunflower (R1 2025) release

@Magda Zacharska

Bulk edit

Errors encountered during a bulk edit job are now separated from warnings. Errors are reported if the records cannot be uniquely identified records for a bulk editing job or if update of a record fails. Existing data issues that do not affect bulk edit execution are reported as warnings.

https://folio-org.atlassian.net/browse/UXPROD-4671

@Magda Zacharska

Bulk edit

Find (full field search) has been replaced with Find action on the bulk edit form and supports partial match to replace with a new value or to remove existing value.

https://folio-org.atlassian.net/browse/MODBULKOPS-325

https://folio-org.atlassian.net/browse/UIBULKED-543

@Magda Zacharska

Invoices

Invoices now support full history of edits for invoices and invoice lines

https://folio-org.atlassian.net/browse/UXPROD-3456

@Dennis Bridges

Organizations

Organizations now support a full history of edits for organization records

https://folio-org.atlassian.net/browse/UXPROD-3457

@Dennis Bridges

Orders
Invoices
Organizations

“Save and keep editing” button allows users to save records and continue working on them without having to re-open that record.

https://folio-org.atlassian.net/browse/UXPROD-5078

@Joseph Reimers

Finance

Libraries can now allocate money in batch on a per-ledger basis. Batch allocation supports both allocations from within the UI and via CSV upload. Allocations must be validated in the UI before they can be committed.

https://folio-org.atlassian.net/browse/UXPROD-199

@Joseph Reimers

Inventory

Instance records now have a “Set for deletion” flag (similar to Suppress from Discovery & Staff Suppress). This flag can be set via the following routes:

  • Instance Edit screen

  • Set record for deletion action on Inventory 3rd pane Instance view

  • Setting underlying MARC LDR 05 to “d” via QuickMARC

  • Setting underlying MARC LDR 05 to “d” via Data Import

Additional information can be found here: https://folio-org.atlassian.net/wiki/x/X4BSN

https://folio-org.atlassian.net/browse/UXPROD-4944

@Ryan Taylor

Inventory

Inventory now supports ability to view Version History for the following record types:

  • Instances

  • FOLIO holdings

  • Items

  • MARC bibliographic records

  • MARC authority records

The goal of the version history is to track field-level changes (added, removed, edited) in the record, specify the user who made those changes, and the ability to drill down into a detailed view of the values changed.

By default, this functionality is enabled. In order to not track version history, the feature must be disabled.

Additional information can be found here: https://folio-org.atlassian.net/wiki/x/XQCYNg

https://folio-org.atlassian.net/browse/UXPROD-4126

https://folio-org.atlassian.net/browse/UXPROD-4125

@Christine Schultz-Richert @Ryan Taylor

Organizations
Inventory
Receiving

Number generators for Code in Organizations and Item barcode, Accession number and Call number in Inventory and Receiving can generate numbers defined by sequences in Settings.

https://folio-org.atlassian.net/browse/UXPROD-4244

https://folio-org.atlassian.net/browse/UXPROD-3891

https://folio-org.atlassian.net/browse/UXPROD-3635

https://folio-org.atlassian.net/browse/UXPROD-1854

https://folio-org.atlassian.net/browse/UXPROD-1770

@Martina Tumulla

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