Agreements
- New content type field
- New search filters for document and content type
- Filter agreements by properties that are present or missing
- Date created and date updated added to agreement records
Bulk Edit
- Suppress item and holdings records from discovery
- Item Notes:
- Mark as staff only/remove mark as staff only
- Add note
- Remove all
- Change note type
- Find & Replace (exact match; case sensitive)
- User customization of columns selection that is carried through all forms
- Filtering completed jobs by user
- Record types ordered alphabetically (Identifier segment) search; no default selections
- Record identifier options limited by record type selected
Circulation Apps and Functions
- New fields for notices: display name, loan type, user primary address
- New fields for staff slips: department, current date/time, loan type
- Field for loan specific comment/note (two fields: staff info and patron info) (under "Loan details" in user record)
- Pop-up confirmation modal when anonymizing loans in the loan details section of the user record
- Lost items can be bundled into one notice
- Overdue fines can be bundled into one notice
- Send user notices for items charged that have lost item fee policies based on the actual cost of the item
- Send user notices when an item is returned or renewed and the actual cost bill gets cancelled
- Request polices can determine allowed service points
Data export
- Search profiles
- New filters: "Started running", "Ending running", and "User"
- New column "Failed to show duplicate records"
Data Import
- Split/chunking of large files automatically (100,000+ records)
- Allow for multiple holdings and/or item to be created or edited based on data supplied in a single MARC record
- Queue management (small files run before larger files)
Eholdings
- Packages facet for title searches
Export Manager
- EDIFACT orders export facet ("All" tab)
Invoice
- New invoices can now be assigned to previous fiscal years (Budget must be active and have enough funds)
Inventory
Licenses
- Separate search and filter tab for license amendments
- Search license agreements by text box (name and description), status (amendment), start date, end date, and terms
Lists (Beta)
With this new app, users are able to create their own lists using queries in FOLIO using a user-friendly interface. With the initial release, users will be able to obtain the following record information:
- loans (user, instance, item)
- items (item; instance)
- users
For example, weeding and shelf lists can be created and exported to CSV file format. Delivered reports include "expired patron loans" and "missing items".
In future releases, additional fields will become available, including MARC fields, with the ultimate goal being to include all fields.
MARC Authority
- Automated headings linking
- New report under "Actions": Failed updates linked to bibliographic fields
Orders
- Linked package POL facet (Order lines tab)
- Fields in order record for ongoing orders with subscriptions now editable: renewal date, review period, and notes
- Fields in order record for ongoing orders with subscriptions now editable: review date and notes.
Users
- Search now matches on user middle name
- New User type field
