Q3 2020 (Honeysuckle) Release Notes

Important Upgrade Considerations

This section outlines all changes that require special consideration for customers in production.  Configuration changes may be needed to prevent operational interruptions.  See checklist for guidelines on how to fill this out. 

Changes and Required Actions

* /prod/rtac/folioRTAC
* /rtac

{
 "data": {
  "id": "80898dee-449f-44dd-9c8e-37d5eb469b1d",
  "type": "kbCredentials",
  "attributes": {
   "name": "Knowledge Base",
   "apiKey": "****",
   "url": "https://api.ebsco.io" or "https://sandbox.ebsco.io", - based on whether its sandbox account or prod account
   "customerId": "***"
  }
 }
}

cleanSupplementaryDocs%3Dtrue

/_/proxy/tenants/diku/install?tenantParameters=cleanSupplementaryDocs%3Dtrue

New Apps

Circulation log

The Circulation log displays a report of circulation actions. Circulation actions can be viewed through filters like user barcode, item barcode, date range, loan actions, request actions and more.

ERM comparisons

Permissions Updates

Here link to Wayne Schneider 's spreadsheet which compare the permissions for Goldenrod and for Honeysuckle - https://docs.google.com/spreadsheets/d/1l8Bq0ptxIS7NYPwMwq-34Rx7hrnqkMofRtuE5QktnLw/edit?usp=sharing 

Known Issues

Circulation log

• Fees/fines filter "Partial refund" will not load results. Manual refunds were not implemented for Honeysuckle.
• Requests filter "Pickup expired" does not load results. A bug has been filed and will be released with R1 Iris. 

Data Import

• Source Record Storage performance on a large database: mod-source-record-storage performance for standard requests on big database.
• For MARC bibliographic records: MARC-MARC matching is only possible for the 001 and 999 ff fields currently. If matching for another MARC field is needed, try to match the incoming MARC field to an Instance field instead.

Inventory

• Item with Lost and paid item status throws an error when marked as Withdrawn (UIIN-1362)
• Ability to maintain relationships between other apps when holdings/items are moved (UXPROD-1647); e.g. sync of data between Inventory and Orders, Inventory and Request.

Orders:

• Orders with NO fund distribution can not be unopened. Workaround is to add a Fund distribution and then unopen the order and remove it. This has already been resolved for future releases.
• MODORDERS-502 - Getting issue details... STATUS  If users "Unopen" orders that have "Manually add pieces for receiving" = true. If they have created any pieces they will not be able to open the order again without deleting pieces from the receiving area. System will force user to delete as part of open order process. Not you can delete and recreate the necessary records after the fact. 

Organizations:

• If user wants to edit EDI scheduling date in organization record, it must be done without editing any other fields at the same time. Otherwise it will produce an error and force user to start over. This is already resolved in the R1 2021 release because the organizations CRUD forms have been migrated to React-final-form. The EDI scheduling is not yet active in the Q3 release so this was not considered a critical issue for Q3.  UIORGS-214 - Getting issue details... STATUS   UIORGS-200 - Getting issue details... STATUS

PubSub

• Multiple versions of mod-PubSub in the same environment may consume events for all tenants. This can only be resolved by deleting all previous versions of mod-pubsub, then upgrading to the newest version after release 

OAI-PMH

• Initial instance load for a ListRecords request using the marc21_withholdings metadata prefix can cause a large number of database connections to be created. It is not recommended to use this feature. The problem will be addressed in the R1 2021 release.

Automated patron blocks

• Events which took place before first mod-patron-blocks deployment are NOT taken into account while calculating automated patron blocks. In order to make mod-patron-blocks recognize these events, a full event synchronization must be executed:

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

  "id" returned in the response is the synchronization job ID which can then be used to track the job status:

  GET /automated-patron-blocks/synchronization/job/{syncJobId}

  This synchronization procedure has to be performed only once per environment. See MODPATBLK-41 for details.

General

Notes on functionality

Data Import

• Supported in Honeysuckle:
  • Import of MARC Bibliographic records, Inventory Instances, Inventory Holdings, and Inventory Items
  • Create and update of the above record types
  • Ability to remove data from an existing Inventory record field
  • Refined handling of the Item record Status field during import
  • Refined the field mapping for repeatable fields to allow for: Add to existing, Remove all, Remove the specified one(s), Remove all and replace with the specified one(s)
  • Matching from MARC Bibliographic record to Instance, Holdings, and Item HRIDs and UUIDs
  • Ability to modify MARC records at point of import to add, delete, edit, or move fields, subfields, and the data in them
  • New setting to protect specific MARC fields from being updated
  • Ability to override the MARC field protections and update protected MARC fields in specific import jobs
  • Ability to stop/end a job that is stuck in Running
  • Landing page updates to move the file upload area to the top left and reorganize the columns of the import log
  • Ability to update individual MARC fields in an existing record, instead of replacing the entire record

Inventory

• Supported in Honeysuckle:
  • Distinct Holdings statements notes as either Public or Staff only notes

  • Easy way to copy HRIDs in Inventory (instance, holdings, item)

  • Implement new Source data element in the holdings record to support MARC and MFHD

  • Move holdings and/or items - when the change is triggered by external source

  • Move of holdings and items from one instance to another instance 
  • Move of items from one holdings to another holdings within the same instance
  • New Fast Add template for circulation staff to create instance, holdings and item records on the fly. Access to template from  Inventory and the Check out screen
  • UI Improvements of display of Holdings and Item list in the top of the Instance record. Add copy number

Requests

• Supported in Honeysuckle:
  • View list of all items in an instance along with the number of open requests on each (click "view requests" in Instance Actions menu)
  • Add staff notes to request record
  • Filter requests by pickup service point

Agreements

• Supported in Honeysuckle:
  • Suppress from Discovery flag on Titles in local KB
  • Ability to add Agreement lines which are not linked to a resource to enable recording of agreements for resources not described in one of the available knowledgebases
  • New (additional) workflow for creating, viewing and deleting Agreement lines
  • Improved validation of supplementary property values
  • New "publication type" property for resources in the internal knowledgebase, with user defined values
  • Updated search options including
    • text search supports both phrase and non-phrase searching
    • text search search to include agreement description
    • separate filters for organisations and organisation roles
    • filter for new "publication type" property
  • Notes on organisation links

Local KB Admin

• Supported in Honeysuckle:
  • Improvements to error and information logging for data loads to the Agreements local KB

ERM comparisons

• Supported in Honeysuckle:
  • Comparison of the content (i.e. resources included) of agreements and/or packages where these are based on resources described in the Agreements local knowledgebase
  • Compare agreements and packages to each other, or themselves, on specific dates

Licenses

• Supported in Honeysuckle:
  • Updated search options including
    • text search supports both phrase and non-phrase searching
    • text search search to include license description
    • separate filters for organisations and organisation roles
  • Improved validation of license term values
  • Notes on organisation links

Post-Release Hotfixes

Hot fix release #1 - RELEASED AT JANUARY 27

Tickets list

Modules list

+mod-user-import

Hot fix release #2 - RELEASED AT FEBRUARY 11

Tickets list

Modules list

Hot fix release #3 - RELEASED AT MARCH 11

Tickets list

Modules list

New Features by Epic (Sub-Project)

Closed Bugs

Project	Priority
	P1	P2	P3	P4	P5	TBD	T:
ARCHIVED: mod-aes	0	0	0	0	0	5	5
Chalmers	0	0	5	1	0	33	39
ERM Platform	6	7	5	1	0	60	79
FOLIO	1	6	7	1	0	12	27
LDP Query	0	0	0	0	0	1	1
Okapi	5	9	4	1	0	23	42
RAML Module Builder	3	16	26	0	0	2	47
Reporting Tools	0	0	0	0	0	1	1
Stripes	1	1	3	0	0	1	6
Support	0	4	1	0	0	1	6
Z39.50	1	0	0	0	0	0	1
data-import-processing-core	0	10	3	0	0	0	13
edge-common	0	0	1	0	0	0	1
edge-oai-pmh	0	0	0	0	0	1	1
edge-rtac	0	1	0	0	0	0	1
folio-custom-fields	0	0	1	0	0	0	1
mod-audit	1	2	6	0	0	1	10
mod-authtoken	0	0	0	0	0	1	1
mod-circulation	3	33	12	3	0	3	54
mod-circulation-storage	0	4	2	0	0	0	6
mod-configuration	0	0	1	0	0	0	1
mod-courses	1	0	0	0	0	0	1
mod-data-export	2	8	12	0	0	0	22
mod-data-import	2	3	1	0	0	0	6
mod-di-converter-storage	1	0	0	0	0	0	1
mod-erm-usage	0	1	0	0	0	5	6
mod-erm-usage-harvester	0	0	0	0	0	1	1
mod-eusage-counter	0	0	0	0	0	1	1
mod-feesfines	0	6	5	0	0	1	12
mod-finance	1	0	3	0	0	0	4
mod-finance-storage	0	4	4	0	0	0	8
mod-gobi	0	1	1	0	0	0	2
mod-graphql	0	0	0	0	0	1	1
mod-inventory	1	9	3	0	0	1	14
mod-inventory-storage	3	10	4	1	0	3	21
mod-invoice	0	5	5	0	0	0	10
mod-invoice-storage	0	1	1	0	0	0	2
mod-kb-ebsco-java	0	2	1	0	0	0	3
mod-login	0	0	0	0	0	2	2
mod-login-saml	0	3	1	0	0	0	4
mod-ncip	0	1	0	0	0	0	1
mod-notes	0	1	0	0	0	0	1
mod-notify	0	0	0	0	0	1	1
mod-oai-pmh	7	4	3	2	0	4	20
mod-orders	0	8	6	0	0	1	15
mod-orders-storage	1	1	2	0	0	0	4
mod-organizations	0	1	0	0	0	0	1
mod-organizations-storage	0	1	0	0	0	0	1
mod-patron-blocks	0	19	1	0	0	0	20
mod-permissions	0	3	1	2	0	3	9
mod-pubsub	3	2	1	0	0	0	6
mod-quick-marc	0	3	0	0	0	1	4
mod-rtac	2	1	0	0	0	0	3
mod-source-record-manager	1	9	3	0	0	0	13
mod-source-record-storage	0	7	1	0	0	0	8
mod-template-engine	0	1	1	0	0	0	2
mod-user-import	0	0	2	0	0	0	2
mod-users	0	2	2	0	0	1	5
mod-users-bl	0	1	3	0	0	1	5
stripes-acq-components	0	1	1	1	0	0	3
stripes-cli	0	0	1	0	0	1	2
stripes-components	0	3	21	0	0	0	24
stripes-connect	0	0	1	0	0	0	1
stripes-core	1	2	3	2	0	3	11
stripes-data-transfer-components	0	1	0	0	0	0	1
stripes-form	0	1	0	0	0	0	1
stripes-smart-components	0	7	26	0	0	1	34
ui-calendar	0	2	1	0	0	0	3
ui-checkin	1	3	2	1	0	0	7
ui-checkout	0	5	1	0	0	1	7
ui-circulation	0	10	5	1	0	0	16
ui-circulation-log	0	0	1	0	0	0	1
ui-courses