FAQ - 22.11 Enhancements

FAQ - 22.11 Enhancements


22.11 Enhancements and Changes




Acquisitions:


1. [16258] Add a preference to turn EDIFACT off

2. [27212] Add column configuration to the acquisitions home page

3. [28082] Add acquisitions toolbar to vendors on vendor search page

4. [30135] We should allow configuration of whether EDI LSQ segments map to ‘location’ or ‘collection’

5. [30438] Add select all/clear buttons to invoices.tt open and closed tables

6. [30510] Add a Patron reason column to the suggestion table in the staff interface

7. [29670] Restore functionality broken by bug 27708 for AcqCreateItem set to “placing an order”

8. [10086] No way to go back to the basket on uncertain prices page

9. [15348] Change/Edit estimated delivery date per order line

10. [25763] Allow update of order fund after receipt

11. [[27817] Enhance display of title information throughout acquisitions

12. [28269] Order search should be possible with ISSN too

13. [31017] Add type field for vendors

14. [31115] Additional fields for invoices

15. [31257] Add a new English 1 page layout to export a basket as PDF

16. [31333] Add the ability to limit purchase suggestions by patron category

17. [31374] Add a non-public note column to the suggestions table

18. [31377] Add basket’s internal note to tables on vendor search result list



Administration:


1. [28786] Two-factor authentication for staff client – TOTP

2. [29924] Introduce password expiration to patron categories

3. [13952] Import and export of authority types

4. [30136] Add back to top button when scrolling

5. [29925] Add a ‘set new password’ page for patron’s with expired passwords

6. [29926] Add ability for superlibrarians to edit password expiration dates

7. [28962] Unverified self registrations should be removed shortly

8. [7374] Add remote image option for authorized values

9. [29832] Make library column in desk list sortable

10. [27470] Improve link text for logging in

11. [30588] Add the option to require 2FA setup on first staff login

12. [25936] Notify users if their password has changed

13. [28787] Send a notice with the TOTP token

14. [27519] Normalize Show/Don’t show vs Display/Don’t display in system preferences

15. [30850] Add default mapping for biblio.author to 110$a (MARC21)

16. [30937] Add a detail view for libraries

17. [31264] CalendarFirstDayOfWeek not taken into account when configuring curbside pickups




Cataloguing:


1. [13412] Allow configuration of auto-created authorities

2. [20615] Add the link of number of times the authority are used in edit mode

3. [29965] MARC preview for authority search results

4. [29990] Show authority heading use in search results

5. [20362] Direct link to authority records missing in staff detail view (1xx, 7xx)

6. [29626] Map biblioitems.place to 264$a by default (MARC21)

7. [29627] Map biblioitems.publishercode to 264$b by default (MARC21)

8. [29634] Map biblio.medium to 245$h by default (MARC21)

9. [25025] Drag-and-drop cover image upload

10. [24606] Allow storing item values as a template for creating new items

11. [24857] Add ability to group items for records

12. [23063] Item table in cataloguing doesn’t respect CurrencyFormat

13. [26368] Add support for OCLC Encoding level values

14. [27981] Add option to automatically set the 001 control number to the biblionumber

15. [30392] Add a deleted_on column to deleteditems

16. [30716] Add Collection column to cn_browser results table

17. [30775] 952w should have datepicker plugin enabled for it by default

18. [30871] Make it clear that 008 Type of Material is controlled by Leader 6th position in MARC21

19. [31250] Don’t remove advanced/basic cataloging editor cookie on logout

20. [31417] Re-instate the cataloguing sidebar menu

21. [30218] Add subfield g to 150 heading_fields

22. [30280] Support authority records with common subject headings from different thesaurus

23. [21705] Map copyrightdate to both 260/264c by default for new MARC21 installations

24. [25449] Make itemtype mandatory by default




Circulation:


1. [19532] Recalls for Koha

2. [6815] Capture member photo via webcam

3. [18392] Allow exporting circulation conditions as CSV or spreadsheet

4. [27946] Add a charge per article request to patron categories

5. [29519] Add option to resolve a return claim at checkin

6. [30226] Add system preference to disable auto-renew checkbox at checkout

7. [28138] Add system preference to make the payment type required

8. [29759] Refund credit when cancelling an article request

9. [27868] Adding the Expiration Date to the Holds Awaiting Pickup report

10. [29346] Real-time holds queue update

11. [29760] Show patron category in Holds queue

12. [30108] Allow making hold dates required

13. [29491] Improve display of notices in patron details

14. [30290] Article requests: Add TOC information to AR notices

15. [9097] Add option to trigger ‘Welcome mail’ manually

16. [15156] Get all Borrowers with pending/unpaid fines/accountlines

17. [29005] Add option to send WELCOME notice for new patrons added via patron imports

18. [29525] Privacy settings for patrons should also affect holds history

19. [29617] BorrowerUnwantedField should exclude the ability to hide categorycode

20. [30563] Add system preference to make the cash register field required when collecting a payment

21. [30611] Add ability to trigger a patron password reset from the staff client

22. [25815] SIP Checkout: add more information on why the patron is blocked

23. [26370] Add ability to disable demagnetizing items via SIP2 based on patron categories

24. [29936] Add ability to disable hold capture via SIP checkin

25. [24860] Add ability to place item group level holds

26. [28854] Add ability to create bundles of items for circulation

27. [30650] Add a curbside pickup module

28. [12446] Enable an adult to have a guarantor

29. [23681] Make patron restrictions user definable

30. [29983] Display the return claims column in the circulation overdues page (overdue.tt)

31. [7021] Add patron category to the statistics table

32. [20262] Add ability to refund lost item fees without creating credits

33. [21381] Add serial enumeration to circulation history

34. [23012] Possibility to mark processing fee by default refund when item is found

35. [23838] Add ability to view item renew history

36. [29129] The clear screen and print icons in circulation should be configuarable to print either ISSUESLIP or ISSUEQSLIP

37. [30407] Add ability to syspref UpdateNotForLoanStatusOnCheckin to show only the notforloan values description

38. [30802] numReturnedItemsToShow doesn’t show more than 20 items on the return screen

39. [30905] Show waiting recalls in patron account on checkouts tab

40. [30947] Simplify date handling in CanbookBeIssued

41. [30964] Add information about overdues and restrictions on the curbside pickup list

42. [30965] Add patron autocomplete search to curbside pickups

43. [31157] overdue_notices.pl –frombranch option should be available as a system preference

44. [31261] Curbside pickups – remove slots in the past

45. [31262] Curbside pickups – disable dates without slots

46. [31265] Curbside pickups – improve slots selection

47. [24865] Customize the accountlines description

48. [30335] Add ability to hide/disable manual invoices and manual credits in patron accounts

49. [30619] Add the option to email receipts as an alternative to printing

50. [31121] Format date range on top of cashup summary page

51. [31163] Sort cashup history so that newest entries are first

52. [31254] Add additional fields for accountlines

53. [31713] Allow easy printing of patron’s fines

54. [14364] Allow automatically canceled expired waiting holds to fill the next hold

55. [14783] Allow patrons to change pickup location for non-waiting holds

56. [30500] Add option to allow user to change the pickup location while a hold is in transit

57. [30878] Canceling holds from ‘Holds awaiting pickup’ should not reset the selected tab

58. [31105] Holds to pull counts items from other branches when independentbranches is active

59. [26689] Monetary accounts notices should be definable at the credit_type/debit_type level

60. [31626] Add letter ID to the message queue table

61. [31714] Add a more generic way to print patron slips

62. [7660] Enhanced messaging preferences are not set when creating a child patron from the adult

63. [10950] Add preferred pronoun field to patron record

64. [20439] SMS provider sorting

65. [21978] Add middle name field

66. [29971] Remember selections across patron search pages

67. [30646] Add option to send WELCOME notice for new patrons added at first login via LDAP/SAML

68. [31296] Add ability to disable demagnetizing items via SIP2 based on itemtypes



ERM


1. [32030] Electronic resource management (ERM)



Inter Library Loans:


1. [22321] Make it possible to edit illrequests.borrowernumber

2. [24239] Let the ILL module set ad hoc hard due dates

3. [28909] Allow Interlibrary loans illview method to use backend template

4. [30484] Interlibrary loans should have the ability to send notices based on request supplier updates



Lists:


1. [26346] Add option to make a public list editable by library staff only

2. [28716] Hide toolbar and opaccredits when printing lists

3. [11889] Option to keep public or shared lists when deleting patron

4. [25498] Allow to change owner of public or shared list

5. [30933] Add a designated owner for shared and public lists at patron deletion



OPAC:


1. [13188] Make it possible to configure mandatory patron data differently between OPAC registration and modification

2. [14242] Use ISBN-field to fill out purchase suggestions using Google Books API

3. [15594] Sequence of MARC 260 subfields different on XSLT result list and detail page

4. [17018] Split AdvancedSearchTypes for staff and OPAC

5. [24220] Convert OpacMoreSearches system preference to news block

6. [24221] Convert OPACMySummaryNote system preference to news block

7. [29515] Don’t require title for HTML customizations

8. [29526] Add ‘Immediately delete holds history’ button to patron privacy tab in opac

9. [29713] Make item table when placing an item level hold sortable

10. [29899] Show public note to patrons when placing a hold

11. [30243] When OPACSuggestionMandatoryFields includes branchcode the dropdown should default to an empty value

12. [30288] Provide links to OPACUserJS and OPACUserCSS from News/HTML customizations

13. [7960] Choice to not show the text labels for item types

14. [8305] Add an icon for iOS home screens

15. [8948] MARC21 field 787 doesn’t display

16. [22456] Allow patrons to cancel their waiting holds

17. [23538] Email library when new patrons self register

18. [29144] Move branches.opac_info to AdditionalContents allowing multi language

19. [29897] Display author identifiers for researchers

20. [29922] Group of libraries are now displayed in alphabetical order

21. [30195] Suggestion form in OPAC should use ISBN to FindDuplicate

22. [30508] Do not display OPAC message about block from holds when OPACHoldRequests is disabled

23. [31294] Article requests: Mandatory subfields in OPAC don’t show they are required

24. [31634] Add part_number and part_name in OPAC result browser

25. [31635] Empty title for current result in OPAC results browser’s tooltip on paging

26. [31672] Remove ‘Your’ from tab descriptions in OPAC patron account



Reports:


1. [5697] Automatic linking in guided reports

2. [29767] Add cash registers, debit and credit types to report runtime parameters

3. [29579] Show saved SQL report ID in database query

4. [27380] Add option for taking a list parameter in reports


Searching:


1. [20689] Improve usability of Item search fields administration page

2. [22605] Adding the option to modify/edit searches on the staff interface

3. [27035] Shows the number of results in a facets after facet selection

4. [17748] Show due date in item search results

5. [20398] Add a system preference to disable search result highlighting in the staff interface

6. [21225] Add Syndetics cover images to staff client

7. [30081] Display item type in patron’s holds table

8. [28405] Add author info to the holds page in the staff interface

9. [28993] Switch magnifying glass in staff detail pages to FA icon

10. [29406] Improve display of OPAC suppression message

11. [17170] Add the ability to create ‘saved searches’ for use as filters when searching the catalog

12. [23919] Make ISSN searchable with and without hyphen

13. [27136] Add additional languages

14. [27546] Add option to search within results on the staff interface

15. [31213] When performing a basic search with no results, repeat the search with term quoted



Serials:


1. [6734] Show location in full and brief subscription history in OPAC

2. [23352] Define serial’s collection in the subscription

3. [29815] Pre-populate ‘Date acquired’ field when adding/editing items

4. [26377] Clearly label parts of subscription-add.pl that relate to optional item records

5. [26549] Show value of global system preferences on subscription form

6. [29055] Focus on keyword field when subscription biblio search window opens

7. [30039] Add publication date column to serial claims table



Staff interface:


1. [15326] Add CMS feature

2. [30952] New design for staff interface

3. [27497] Display Koha version in staff interface home page

4. [27779] Cashup summary ‘refunds’ should denote what the refund was actioned against

5. [28864] The patron search results in the patron card creator doesn’t seem to use PatronsPerPage syspref

6. [29282] Show items.issue and items.renewals in the holdings table on the detail page in the staff interface

7. [30077] Add option for library dropdown in search function for staff interface



Tools:


1. [29787] Add plugin version to plugin search results

2. [30410] Add a way for plugins to register background tasks

3. [14393] Add collection code filter to inventory

4. [20076] Overdues email to library for patrons without email should be optional

5. [22785] Manage matches when importing through stage MARC record import

6. [22827] Automatic item modifications by age: add age depencency on other field(s) than dateaccessioned

7. [29824] Allow for quick spine labels to be editable for printing

8. [29946] Sort profiles alphabetically when staging MARC records for import

9. [6936] Allow to limit on multiple itemtypes when exporting bibliographic records

10. [22659] Add ‘save and continue’ functionality to news and HTML customizations

11. [27920] Add ability to update patron expiration dates when importing patrons

12. [31062] Change description of QOTD tool in tools-home



New system preferences:

AllowSetAutomaticRenewal

AuthorityXSLTResultsDisplay

EDIFACT

EdifactLSQ

EmailOverduesNoEmail

EnableExpiredPasswordReset

GenerateAuthorityField667

GenerateAuthorityField670

OPACMandatoryHoldDates

OPACSuggestionAutoFill

OpacAdvancedSearchTypes

PatronSelfModificationMandatoryField

RealTimeHoldsQueue

RecallsLog

RecallsMaxPickUpDelay

RequireCashRegister

RequirePaymentType

SIP2SortBinMapping

ShowHeadingUse

StaffHighlightedWords

TwoFactorAuthentication

UseRecalls

ApplyFrameworkDefaults

AuthorityXSLTOpacResultsDisplay

AutoLinkBiblios

AutomaticWrongTransfer

BundleLostValue

BundleNotLoanValue

CircControlReturnsBranch

ComponentSortField

ComponentSortOrder

CurbsidePickup

DefaultHoldPickupLocation

ERMModule

ERMProviderEbscoApiKey

ERMProviderEbscoCustomerID

ERMProviders

EmailAddressForPatronRegistrations

EmailPatronRegistrations

EnableItemGroupHolds

EnableItemGroups

ExpireReservesAutoFill

ExpireReservesAutoFillEmail

HoldsSplitQueueNumbering

IntranetAddMastheadLibraryPulldown

ListOwnerDesignated

ListOwnershipUponPatronDeletion

NotifyPasswordChange

OPACAllowUserToChangeBranch

OPACAuthorIdentifiers

OverdueNoticeFrom

PatronRestrictionTypes

RequireChoosingExistingAuthority

RetainCatalogSearchTerms

RetainPatronsSearchTerms

SavedSearchFilters

SearchWithISSNVariations

UseLocationAsAQInSIP

UseOCLCEncodingLevels

autoControlNumber

suggestionPatronCategoryExceptions



Renamed system preferences:

AutoEmailOpacUser renamed AutoEmailNewUser

RecordIssuer renamed RecordStaffUserOnCheckout


Deleted system preferences:

NumSavedReports

OPACMySummaryNote

OpacMoreSearches

BiblioAddsAuthorities (replaced by AutoLinkBiblios and AllowManualAuthorityEditing)





Version History

Version

Date

Detail

Author

1.0

01/03/2023

Created document

Daphne Hoolahan









Retention Policy

Permanent

X







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