What’s coming in 3.22?

Here’s some highlighted new features and a few bug fixes of interest for NExpress librarians for what’s coming when we upgrade from Koha 3.18.12 to 3.22.x in late February. This is not a complete list by any means. Full release notes for what’s in the upgrade can be found under the 3.20 release and 3.22 release categories on the Koha website.

Purchase suggestions (Acquisitions)

  • Hiding item types from purchase suggestions form #9468
  • Purchase suggestions permission access change (need to investigate this one) #13584

Cataloging, MARC, and Items-Related Changes

  • Duplicate existing items #7369
  • Clear search terms button on z39.50 search page #7741
  • Merge several bib records at once #8064
  • Non public notes (items) can be reported on #13023
  • Call number browser plugin #13364
  • Cataloging search header adds checkin & standard Koha search tabs #13885
  • Add ability to merge records directly from cataloging search #13886
  • Customize visible columns on items editor #14510
  • Attach files to bib records #6874
  • Professional cataloging interface now available #11559
  • Return of highlighting item being edited to add items page #14276
  • Actions menu added to add items page (can’t find bug # right now)

Circulation

  • Failed checkins won’t appear on checkins table #14821
  • Nonpublic note will appear again on checkins #13024
  • Circulation screen now shows expiration date of holds #13030
  • Location column added to checkout table #13492
  • Pay all fees button added to checkout screen #14900
  • Batch checkout #11759
  • Redirect to expired holds tab after canceling hold from holds awaiting pickup report #13838
  • Circulation table sorting of titles ignores articles again (A, An, The, etc.) #13069

Holds

  • Add pickup location to holds tab on patron’s checkout page #9528
  • Item specific table on holds page allow searching #13887
  • Manually cancel expired waiting hold from returns screen <– more info to come #14464
  • Holds count added to Holds tab on records #14557
  • Staff warned when placing holds for patrons who owe more than $10.00 #14882
  • Staff warned when placing holds for patrons who are restricted #14883

Labels

  • Patron card sheets are working again (affects only the schools) #14739
  • The label creator interface has been overhauled (by an old friend to NEKLS — Liz Rea!) #14667
  • Simultaneous Label batch creation collision issues look to be resolved now #12911

Lists

  • Focus on Add item box #11325
  • Staff can now (with set permission) remove public lists #13417
  • Search & filter added to lists on staff side #13419
  • List printing should work better now #11574, #13986

Notices/Slips

  • Gather print notices as CSV instead of HTML (will be investigating; could make mail merge easier) #11603
  • Gather print notices & send files by email (will be investigating) #11678
  • Print overdue slip from staff interface #12933

OPAC

  • Long-standing Back button issue now fixed (where patron could be logged back in if browser not closed) #5371
  • Hiding item types from search form & grouping item types into one search option #10937
  • Duplicate holds fix (when patrons click back button) #5144
  • Sort by added to tags results #6950
  • Library info will display when hovering over items on record pages #12428
  • Show patron expiration date in OPAC #14002

Patrons & Fines

  • Patrons ordered in search results by name again, not cardnumber #15109
  • Searching by username available again #14782
  • Add validation of email address ability #5685
  • Send membership expiry reminder notice #6810
  • Patron modification request improvements #10904, #12352, #13349
  • Show waiting holds expiration date #13853
  • Patron lists are more accessible (will be investigating this feature more) #11941
  • Circ history permission (need to investigate this one more) #13582
  • Fines calculated upon return (need to investigate this one more) #10119
  • Patron search box changes #13235
  • Fines payment oddity fix #14498
  • New Patron menu change #13458

Reports

  • Cache expiration bug fixed (allows us to hopefully start using public reports in limited fashion) #14735
  • Use keyword search to search by report number #10706
  • Back button on Error message result for reports #13994
  • Downloaded reports will now include report name in file name #14013
  • Reports added to action logs #14024
  • Clear reports filter button #14029

Searching & Search Results

  • Items that are not for loan item types will show as not available, instead of available #3333
  • Search results & items available in search results column #13636
  • Search by publisher works again #14198
  • Parenthesis in subject links don’t break searches anymore #13650
  • Accession date comparison in advanced search works again #14861

Staff client changes

  • Cron jobs added to logs #13889
  • Text carries across search boxes #14189
  • Custom sound notifications (Need to investigate this one further before setup) #11431

System Administration

  • Circulation rules additions (will revisit this one after the upgrade happens) — multiple bugs here
  • Can add item type groups & hide item types from the OPAC advanced search #10937
  • Can hide columns in certain parts of the system (can’t locate original bug right now that added feature)

Templates

  • Holds queue now shows branch name instead of branch code #13750
  • When items are returned branch name and item type name will now display #15216
  • Patron detail filter search changes #7380
  • Messaging preference table sorted properly again #14621
  • Transfers to receive report changes #14356
  • Icon changes on patron side #13696
  • Change increases size of search box (need to investigate further) #14190
  • Icon changes on staff side #14915

Tools

  • Userid becomes matchpoint for “import patrons” tool #12543
  • Batch modify records tool added #11395
3.18 Upgrade Changes and Issues

3.18 Upgrade Changes and Issues

The NExpress system is being upgraded to Koha 3.18.4 this weekend. Below are selected highlights of new features/fixes in the upgrade that you might be interested in. ByWater Solutions (our support vendor) also has put together an upgrade information page, including training videos, if you’re interested. If you catalog at all PLEASE make sure you take a look at that section of changes. There’s a couple of major changes to the z39.50 search window and a couple of helpful changes when you’re editing/adding an item.

[Read more…]

Upgrade to Koha 3.16

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: