Impacts of New FOLIO Fields and Features on Reporting

Impacts of New FOLIO Fields and Features on Reporting

 

Field/Feature/Issue

Reported Date

Description

Status

Contact(s)

Field/Feature/Issue

Reported Date

Description

Status

Contact(s)

Claiming App

 

 

?

 

Reading Room functionality

8/12/24

UXPROD-4070: Reading Room Access Closed

Ramsons

Jennifer

Physical Material Bindery (not "bound with") features

8/12/24

-need more details from MM

-impacts orders, inventory, receiving, orgs

-involves how physical material bindery records are documented?

UXPROD-4093: Support for physical materials to be boundClosed

New 

Jennifer

Serials App

3/11/24

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

Quesnelia

Jennifer, Corrie

FeesFinesAction table

2/9/24

With Poppy, all service point names in the table are changed to UUIDs; previously, it used service point name

Resolved

Scott Perry

Linked Data

1/8/24

New 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 deletion

1/8/24

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 App

Feb 2025

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

-can be used to publish open access publications

-can be used in combination with Invoice App

https://folio-org.atlassian.net/wiki/x/AgAb

-still in development

-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 Metadb

Tod Olson

Invoices and Fiscal Year

Feb 2025

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 years (coming soon)

Scott

Deprecating the Donor Field

2023

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 Ramsons

Scott

New Donor Field created

1/8/24

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. See donorOrganizationIds field in JSON on po_line main table

UXPROD-1018

Reading Room Access

UXPROD-4070: Reading Room Access Closed

Quesnelia

Scott

New field for Item Source

2023

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

Unassigned

Jennifer Eustis

CLOSED

Display a history of edits for the Order and Order line records

2023

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: Display a history of edits for the Order and Order line recordsClosed)

Resolved. Jira issue is closed

Stefan 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: Report affected instance when export contains negative number of failed recordsClosed)

Resolved. Jira issue is closed

Jennifer Eustis

MARC Authorities

1/8/24

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: MARC bib $9 handling | Remove $9 subfields from linkable fieldsClosed

UIQM-511: MARC records cannot be edited if bib fields eligible for authority control contain a subfield 9. Closed

Closed

Jennifer Eustis