Upgrade to Koha 3.16

We are upgrading to Koha 3.16.4 Saturday night after 5 pm. Please make sure you are out of Koha after that time, and stay out of the system until the all clear is given via an email sometime Sunday morning.

Our system was successfully upgraded to Koha 3.16.4 Saturday night. Please make sure you read the below information to learn about new features and known issues. If you run into problems, remember to report them! {updated 10/12/14}

**CRITICAL**: Please make sure you clear your cache on Sunday and Monday when you use Koha the first time after the upgrade. If you report odd behavior after the upgrade, we will be asking you to clear your cache, as that can resolve many problems after an upgrade. These instructions walk you through this process.

What are some of the major changes? Check back on this post regularly — we’ll be updating the list as needed.

New Features

  • Checkout is supposed to be much faster with the major development NEKLS co-sponsored, especially on accounts with lots of items checked out/checking out.
    • Screen Shot 2014-10-12 at 5.22.31 PMBe aware, the first time you sign into NExpress each day, you must check the box Always show checkouts immediately. If you don’t want to have to always click the Show checkouts button on each patron account. This setting will be remembered until you close out of Firefox.
  • Items marked lost, from this point forward (not retroactive), will now store that date in the database and on the item page. This information will be reportable.
  • Private lists can be shared
  • Librarians can make purchase suggestions for patrons from a patron account, and see those suggestions.
  • The total number of renewals available and remaining will now display on a patron’s checkout screen.
  • Patrons can now suspend or resume holds requests from the OPAC.
  • Much more to come!

Known Issues

  • (Resolved 10/12/14) Patrons with any fines (even just 10 cents) couldn’t check out initially on Sunday. This turned out to be a staff account permission issue, and has been fixed.
  • (Resolved 10/12/14) Some libraries couldn’t connect to Envisionware after the upgrade. This turned out to be a staff account permission issue, and has been fixed.
  • (Reported 10/12/14, Resolved 10/15/14) Holds awaiting pickup list on patron’s accounts only lists one hold awaiting pickup, even if the patron has more. You must click on the Holds tab to see all holds awaiting pickup. I believe most libraries put all of a patron’s holds together on your holds awaiting pickup shelf, so hopefully this won’t be too big of an issue, while this problem is worked on.
  • (Reported 10/12/14) Previous checkouts are displaying in reverse due date order by default (Example: items with October 31 due date display first, then items with October 20 due date come next, then items with October 10 due date are below that)
  • (Reported 10/12/14) Previous checkouts due date column isn’t sortable. All other columns are, including the “Checked out on” column.

The more technical release notes are available here:

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Cancelling Holds Waiting Pickup

Good afternoon everyone. I discovered some small issues with cancelling holds this afternoon, and discovered there’s an extra step or two in the process that not everyone may be aware of (including me):

From the patron’s circulation page, go to the holds tab, in the delete column, change the holds you want to cancel from no to yes, then click Cancel Marked holds.

You MUST then checkin the item to trigger any additional holds at your library/other libraries and/or transfer the item back to its home library. Even if it’s your library’s item, please make sure you follow this practice.

I discovered today that the checkin step during this process isn’t happening in some or all libraries. I wasn’t even aware that this practice needed to happen! This may be an explanation for why some of you are ending up with other library’s items on your shelves at times or the items are seemingly at your library, on hold.

Holds Waiting Pickup Report
Also, the holds waiting pickup report temporarily has had the cancel button displaying over the past several days. During a testing process today, I discovered that we need to rehide the button, unfortunately. It was originally hidden because double transfer messages appear when it’s used on items with hold, and that problem is still with us. I’m going to pursue getting this fixed with ByWater and the Koha community.

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Digital Content in NExpress

With the coming of Hoopla on October 20, I have taken the opportunity to revamp how outside digital content is loaded, cataloged, and displayed in NExpress; these changes were made late last night to existing records in NExpress. The Hoopla records will not be loaded into NExpress until October 20. Here’s the short version for NExpress librarians. I added a section below that gives more detailed information on how I changed the MARC and item record info for our needs:

  1. New Library: Digital Content.
    All digital records, including Hoopla, Project Gutenberg, and content through the State Library will be housed here. I removed the State Library of Kansas branch from the system, as records are no longer under it.
  2. New/Old Collection Codes: to help in discoverability, if patrons use our system at all for finding these records, four new collection codes have been created:
    • Downloadable Audiobook (OneClick; Hoopla; Project Gutenberg)
    • Downloadable Book (3M; Project Gutenberg)
    • Downloadable Music (Hoopla)
    • Downloadable Video (Hoopla)
    • Online Resource: The old Electronic Resource has been renamed to Online Resource — PDFs, Databases, and other sites will be housed there.
  3. New item type: DIGITAL
    items with this item type can’t be checked out & holds can’t be placed).
  4. I have also made some tweaks to other fields in the records to help better distinguish in search results that this content is downloadable, and not for checkout.

In case anyone is interested in the more detailed setup I’m using in our Koha system, here’s what I setup for the different content types. I used MarcEdit to do all the editing and batch changing, and was able to push the changes to Koha using the MarcEdit Koha connector. Except for Project Gutenberg records, the original MARC records came from the various vendors involved, were originally cataloged, or were downloaded through a z39.50 record search.

Project Gutenberg ebooks (original record source file here) Example: Aesop’s fables

245$h: [Project Gutenberg ebook]
300$a: downloadable ebook
856$y: Click to access this free content through Project Gutenberg. No login needed.
942$c (record item type): DIGITAL
952$8 (collection code): Downloadable Book
952$y (item type): DIGITAL
952$o (itemcallnumber): Project Gutenberg
952$7 (notforloan): Download or Online Access
952$a (homebranch): Digital Content
952$b (holdingbranch): Digital Content

Project GutenbergĀ eAudiobooks (original record source file here) Example: Sherlock Holmes

245$h: [Project Gutenberg audiobook]
300$a: downloadable audiobook
856$y: Click to access this free content through Project Gutenberg. No login needed.
942$c (record item type): DIGITAL
952$8 (collection code): Downloadable Audiobook
952$y (item type): DIGITAL
952$o (itemcallnumber): Project Gutenberg
952$7 (notforloan): Download or Online Access
952$a (homebranch): Digital Content
952$b (holdingbranch): Digital Content

3M Cloud Library eBooks (through the State Library of Kansas) Example: The ABC murders

245$h: [3M Cloud ebook]
300$a: downloadable ebook
856$y: Click to access through the State Library of Kansas – 3M Cloud Library platform. You will need an active Kansas Library card to login to access this content. Contact your local library for more information.
942$c (record item type): DIGITAL
952$8 (collection code): Downloadable Book
952$y (item type): DIGITAL
952$o (itemcallnumber): 3M Cloud Library
952$7 (notforloan): Download or Online Access
952$a (homebranch): Digital Content
952$b (holdingbranch): Digital Content

OneClick Digital eAudiobooks (through the State Library of Kansas) Example: Ghosts of war

245$h: [OneClick Digital audiobook]
300$a: downloadable audiobook
856$y: Click to access through the State Library of Kansas – OneClick Digital platform. You will need an active Kansas Library card and OneClick Digital login to access this content. Contact your local library for more information.
942$c (record item type): DIGITAL
952$8 (collection code): Downloadable Audiobook
952$y (item type): DIGITAL
952$o (itemcallnumber): OneClick Digital
952$7 (notforloan): Download or Online Access
952$a (homebranch): Digital Content
952$b (holdingbranch): Digital Content

Hoopla Video (through the Northeast Kansas Library System) Example: Content be live in NExpress on October 20, 2014.

245$h: [Hoopla video]
300$a: downloadable video
856$y: Click to access through the Hoopla platform. You will need to register an active NExpress library card or use your registered Hoopla account to access this content. Contact your local library for more information.
942$c (record item type): DIGITAL
952$8 (collection code): Downloadable Video
952$y (item type): DIGITAL
952$o (itemcallnumber): Hoopla
952$7 (notforloan): Download or Online Access
952$a (homebranch): Digital Content
952$b (holdingbranch): Digital Content

Hoopla Audiobooks (through the Northeast Kansas Library System) Example: Content be live in NExpress on October 20, 2014.

245$h: [Hoopla audiobook]
300$a: downloadable audiobook
856$y: Click to access through the Hoopla platform. You will need to register an active NExpress library card or use your registered Hoopla account to access this content. Contact your local library for more information.
942$c (record item type): DIGITAL
952$8 (collection code): Downloadable Audiobook
952$y (item type): DIGITAL
952$o (itemcallnumber): Hoopla
952$7 (notforloan): Download or Online Access
952$a (homebranch): Digital Content
952$b (holdingbranch): Digital Content

Hoopla Music (through the Northeast Kansas Library System) Example: Content be live in NExpress on October 20, 2014.

245$h: [Hoopla music]
300$a: downloadable music album
856$y: Click to access through the Hoopla platform. You will need to register an active NExpress library card or use your registered Hoopla account to access this content. Contact your local library for more information.
942$c (record item type): DIGITAL
952$8 (collection code): Downloadable Music
952$y (item type): DIGITAL
952$o (itemcallnumber): Hoopla
952$7 (notforloan): Download or Online Access
952$a (homebranch): Digital Content
952$b (holdingbranch): Digital Content

PDFs (various sources) Example: Technology in libraries

245$h: [PDF file]
300$a: Digital document (PDF).
856$y: Click to access the PDF file.
942$c (record item type): DIGITAL
952$8 (collection code): Online Resource
952$y (item type): DIGITAL
952$o (itemcallnumber): PDF
952$7 (notforloan): Download or Online Access
952$a (homebranch): Digital Content
952$b (holdingbranch): Digital Content

Databases (State Library of Kansas) Example: LearningExpress: GED/High School Equivalency Center

245$h: [online database]
300$a: online database
856$y: Click to access the database. You may need a Kansas Library Card to access the content. Contact your local library for more information.
942$c (record item type): DIGITAL
952$8 (collection code): Online Resource
952$y (item type): DIGITAL
952$o (itemcallnumber): Online Database
952$7 (notforloan): Download or Online Access
952$a (homebranch): Digital Content
952$b (holdingbranch): Digital Content

Websites (various sources) Example: coming soon.

245$h: [website]
300$a: website.
856$y: Click to access the website.
942$c (record item type): DIGITAL
952$8 (collection code): Online Resource
952$y (item type): DIGITAL
952$o (itemcallnumber): Website
952$7 (notforloan): Download or Online Access
952$a (homebranch): Digital Content
952$b (holdingbranch): Digital Content

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