Trillium R1 2026 Notes on functionality

Trillium R1 2026 Notes on functionality

MOD-CONFIGURATION DECOMISSION

App

Notes

Jira

Product Owner

App

Notes

Jira

Product Owner

Orders

Validation of ISBNs no longer occurs when adding an ISBN as a product identifier to an order line. Additionally, ISBN-10 is no longer converted to ISBN-13. (Please note that this has also been backported to Ramsons as of CSP #4 and Sunflower as of CSP #1).

The "User Limit" (poLine.eresource.userLimit) is now an alphanumeric string value rather than an integer.

Orders alerts and reporting codes (reportingCodes and alerts) have been removed from the poLine to utilize a single order line schema.

(Note: All migrations for these updates will be applied automatically, and we do not anticipate any effort will be required from other teams.)

https://folio-org.atlassian.net/browse/UIOR-1335

https://folio-org.atlassian.net/browse/UIOR-1023

https://folio-org.atlassian.net/browse/MODORDERS-1269

@Joseph Reimers /@Serhii_Nosko

eUsage

Counter 5.1 Support

  • Manual upload Counter 5.1 reports for usage data providers in the file formats TSV, CSV and XLSX.

Support for Counter 5.1 is now complete. All other features have been available since the FOLIO release Sunflower.

Manual upload of Counter reports

  • Improvement of the notification of exceptions when manually uploading COUNTER files.

  • Form for manually uploading Counter reports updated in terms of content and appearance.

  • Manually changed Counter reports

    • New icon for Counter reports in the statistics table that have been changed manually. The icon is a pencil.

Exception handling

  • CoP 3030 (No Usage Available for Requested Dates) / 0-Reports. In the UI, Counter reports with error code 3030 have a new icon. The icon is a circle.

  • Report info: Counter exception codes 2011, 3032, 3063 added to the translations.

  • Report info: Improvement of the report info when HTTP status codes occured.

Status active or inactive for UDP data records

Select a Provider status: Active or Inactive. The active status is selected by default. The status you select here defines whether the data record for the usage data provider is active or inactive. The status is used to filter records. The default filtering in eUsage is to show all records with active provider status, instead of basing this on the harvesting status. If you select the inactive option, for example because the provider no longer provides statistics, but you still want to keep the data, eUsage checks this status with the selected harvesting status. This means that you cannot have an inactive provider status if the harvesting status is still active. In this case, eUsage will offer you options.

  • Status active or inactive within UDP data records

  • Search filter for status of UDP data record

Integration of a Month picker

  • New Month picker component based on stripes

  • Month picker within the section to exporting statistics

  • Month picker within the harvest configuration of a UDP

Others

  • New order of UI elements within the edit mode of a UDP. On the one hand, the input sequence is more logical, and on the other hand, a feature should be added in the future that checks the credentials after the data has been entered and which reports are offered by the provider.

  • SUSHI API is now called COUNTER API. The name is to be used from version Counter Release 5 onwards. For this reason, the text has been updated in various places in the user interface.

  • Usage data provider (Edit mode): Information box next to the service URL input field. The info box explains how to enter the service URL.

  • Additional technical requirements

 

Counter 5.1 Support

https://folio-org.atlassian.net/browse/UXPROD-5300

Manual upload of Counter reports

https://folio-org.atlassian.net/browse/UXPROD-5186

https://folio-org.atlassian.net/browse/UIEUS-421

https://folio-org.atlassian.net/browse/UXPROD-2926

Exception handling

https://folio-org.atlassian.net/browse/UXPROD-5449

https://folio-org.atlassian.net/browse/UXPROD-5252

https://folio-org.atlassian.net/browse/UXPROD-4962

Status active or inactive for UDP data records

https://folio-org.atlassian.net/browse/UXPROD-5084

https://folio-org.atlassian.net/browse/UXPROD-5292

https://folio-org.atlassian.net/browse/UXPROD-5085

https://folio-org.atlassian.net/browse/UIEUS-450

Month picker

https://folio-org.atlassian.net/browse/UIEUS-420

https://folio-org.atlassian.net/browse/UXPROD-5465

https://folio-org.atlassian.net/browse/UXPROD-5287

Others

https://folio-org.atlassian.net/browse/UXPROD-5288

https://folio-org.atlassian.net/browse/UXPROD-5495

https://folio-org.atlassian.net/browse/UXPROD-5506

https://folio-org.atlassian.net/browse/UXPROD-5771

@Stefan Dombek

Circulation apps - Workflow For use at location

With the new development of For use at location (reading room circulation) workflow, patrons can use certain items within the library. These items are typically stored in closed stacks. Patrons can request these items, which are then delivered to a designated staff area for use at the location.

This new work covers changes in:

  • Requests app

    • Modify the create / edit requests form to include item loan type

    • Add a flag to the request indicating that it is a For use at location request

    • Suppress the option for a patron to request delivery at home address

  • Check-out.

    • The item is checked in at Service point

    • The request is moved to “Open - awaiting pick up” status

    • The item is checked out to the requesting patron

    • The loan is defined as For use at location

    • The open loan record is updated

    • The circulation log is updated

    • On the user record the loans which are for use at location are clearly identified

  • Check-in.

    • The staff member is allowed to select if the item should remain on hold or be returned to the shelves

      • Service point settings will include a new setting for the default action to take

      • A drop-down will be added to Check-in to allow users to change the check-in action

      • options:

        • Keep on hold shelf

        • Close loan and return item

        • Ask for action: A modal is displayed asking which of the above two actions should be taken

  • Add “Default check-in action for use at location” to service point settings

  • Add a For use at location option to the loan policy form

https://folio-org.atlassian.net/browse/UXPROD-1835

https://folio-org.atlassian.net/browse/UXPROD-4961

https://folio-org.atlassian.net/browse/UXPROD-5032

https://folio-org.atlassian.net/browse/UXPROD-5033

https://folio-org.atlassian.net/browse/UXPROD-5036

https://folio-org.atlassian.net/browse/UXPROD-5037

https://folio-org.atlassian.net/browse/UXPROD-5038

https://folio-org.atlassian.net/browse/UXPROD-5388

https://folio-org.atlassian.net/browse/UXPROD-5590

Other:

 

 

@Charlotte Whitt

Patron notices

To support e.g. the new work on For use at location, then a new patron notice token for Series statements has been added to all staff slips, and the staff slip editor has been expanded to allow for more complex layouts using Basic HTML tagging - read more here.

https://folio-org.atlassian.net/browse/UXPROD-5153

https://folio-org.atlassian.net/browse/UXPROD-5250

@Charlotte Whitt

Requests

Through Discovery (Locate or other systems via edge-api), third party resource sharing (formerly ECS) and FOLIO only resource sharing environment users (formerly LOC)* can now place a request for multiple parts of an multipart monograph or serial with one request, rather than placing a series of individual requests for each part. FOLIO receives these “batched” requests and processes them as individual item requests. The remainder of the request process and patron notices remain unchanged.

*Single institution environment configuration work is ongoing and will be release when possible.

https://folio-org.atlassian.net/browse/UXPROD-5398