Impacts of New FOLIO Fields and Features on Reporting


Field/Feature/IssueReported DateDescriptionStatusContact(s)
Reading Room functionality8/12/24 UXPROD-4070 - Getting issue details... STATUS scheduled for RamsonsJennifer
Physical Material Bindery (not "bound with") features8/12/24

-need more details from MM

-impacts orders, inventory, receiving, orgs

-involves how physical material bindery records are documented?

UXPROD-4093 - Getting issue details... STATUS

New Jennifer
Serials App3/11/24

introduces a new serials record; probably will have several new data fields; Owen Stephens doing user acceptance testing in FOLIO snapshot

  • field for predictive patterns of Serials in Receiving 
  • Enumeration accordion changes come with a new field in the FOLIO item record called Display Summary
QuesneliaJennifer, Corrie
FeesFinesAction table2/9/24With Poppy, all service point names in the table are changed to UUIDs; previously, it used service point nameResolvedScott Perry
Linked Data1/8/24New group for linked data has been formed. Need to keep an eye on this development to see what fields will be available.

Open

Stefan

Marking instances for deletion1/8/24

Adding a new flag and filter for marking instances for deletion. This will also change the leader record status. Reports on inventory could, for instance, include this field if there is a wish to know what things are marked for deletion. 


UXPROD-3621

UXPROD-3742


Unknown

Jennifer Eustis

Open Access App2023new fields will be added to FOLIO for the Open Access app. 

plans are underway for Metadb Test (reference) needs to updated from FOLIO Snapshot, which should enable us to see the Open Access app tables and fields

Stefan, Mike G, Nassib, Axel

Inconsistent Timezone Format 2023

Timezone format is not consistent across the tables in FOLIO, which impacts LDP and Metadb. Nassib confirmed that he does not change timezone settings as part of the ETL with the LDP/Metadb software, so whatever is in FOLIO is what we get in LDP/Metadb. 

RFC-3339 sitting with TC about always representing times as an ISO date format https://github.com/folio-org/rfcs/pull/13. Issue is closed, but this does not mean the issue is resolved.

A new feature in Metadb allows you to modify the data format of a given table for your institution's Metadb database. 

Unresolved in FOLIO, but there is a new workaround available in MetadbTod Olson
Invoices and Fiscal Year2023

Invoices will have a fiscal year assigned. You will be able to process an invoice in a past fiscal year (with Poppy) and in a future fiscal year (after Poppy)

Resolved for past fiscal years, but not yet for future fiscal yearsScott
Deprecating the Donor Field2023

There is a proposal to deprecate the donor field in the POL and replace it with an Organization type of donor in Quesnelia.  This will also be linked to inventory in a future release as well.

UIOR-1149


Resolved; Not yet deprecated from the data model, but you cannot enter new data into the UI; it will be deprecated in RamsonsScott
New Donor Field created1/8/24

A new donor field will be created in Quesnalia, but links to holdings and items will not be available yet. The new donor field will be controlled by Organizations. You will also be able to tie donor info to funds.

UXPROD-1018

Reading Room Access

UXPROD-4070 - Getting issue details... STATUS

OpenScott
New field for Item Source2023

From MM: proposal for a new field for item source (New field in the item record: Source ID - Functional analysis)

  • Is this the Display Summary in the item record mentioned in Owen's notes on the Serials App? NO
UnassignedJennifer Eustis
CLOSED
Display a history of edits for the Order and Order line records2023

New feature with Orchid: in the module audit, we have logs for orders and order lines and snapshot for create, edit, and delete records (unfortunately not for fiscal year rollover, just create/edit/delete; need to know the date of your FYO and then report based on that).

See ( UXPROD-3215 - Getting issue details... STATUS )

Resolved. Jira issue is closedStefan Dombek

Report affected instance when export contains negative number of failed records


2023

Request for more helpful info when there are duplicate UUIDs during data import.

See ( MDEXP-625 - Getting issue details... STATUS )

Resolved. Jira issue is closedJennifer Eustis
MARC Authorities1/8/24

Subfield 9 holds the URI for the MARC authority. There was work to ensure that that this field is used for that purpose. MODSOURMAN-974 - Getting issue details... STATUS

UIQM-511 - Getting issue details... STATUS

Closed

Jennifer Eustis