Please DO NOT add enhancement requests to this page. Please go to the CUL FOLIO Support Portal to submit your FOLIO enhancement request.
| # | Date Reviewed | Title | Submitter | Description | JIRA | Status |
|---|---|---|---|---|---|---|
| 32 | 1/16/2018 | Invoice report (with bib data) | Holly Mistlebauer | At Cornell, this report is used by Accounting and Selectors. It is the "Approved Invoice Report by Invoice Date and Title." It includes invoice number, invoice status, invoice status (approval) date, invoice payment date, invoice line item id, ledger, subject, selector, fund, group, ledger (will show statutory or endowed) invoice line item note, order format date invoice was approved, budget group, donor, language, BIB_ID, Call Number, invoice line item description, and invoice amount. List approved invoices in a selected date range by selector, subject, fund and format. Partially fulfilled In-app. CU Med requires invoice date and invoice payment date. Main sort: PO line or Invoice Lines/Transactions For Cornell - need to add tags with tag filters. | REP-83 | Ticket : COMPLETE Governance: NAA FOLIO: OPEN |
| 31 | 9/10/21 | Additional index from Hosting | Laura Daniels | This is a service enhancement request. The ERM team needs to be able to search by url/domain name in the "electronic access" instance field in Inventory. This can be done using a simple query search (which I've confirmed in one of the folio dev environments) but in our Production environment this search times out. I tried pre-limiting the search by holdings location (serv,remo), but the query still timed out. So, I'm hoping we can request the electronic access field in instances get indexed. | Ticket : DRAFT Governance: REVIEW FOLIO: REVIEW | |
| 30 | 7/6/21 | Pop-up settings for service points | Wendy Wilcox | Settings so pop-up's can be enabled or disabled. In particular, the pop-up for a patron having a request available at the service point is needless. Most of the time that is literally why we have scanned the barcode in the first place. Also it is redundant when we are processing grab&go or remote programs. | UXPROD-3482 | Ticket : DRAFT Governance: REVIEW FOLIO: DRAFT |
| 29 | 8/4/21 | Delete invoice lines but not invoices | Masayo Uchiyama / Ann Crowley | Masayo Uchiyama and Ann Crowley both want staff to be able to delete invoice lines, but they don’t want them deleting invoices. The only visible permission is this one, which combines invoices and invoice lines: “Invoice: Can view, edit and delete Invoices and Invoice lines”. We’d like a separate permission for deleting invoice lines. A hidden permission does exist (Invoice - delete an existing Invoice line), so staff will try that out. Jean Pajerek says: "it’s one thing to let people edit invoices and invoice lines, but it is quite another to allow them to delete invoices altogether. This is something staff outside of the finance office were never allowed to do in Voyager. I feel the more granular hidden permission is what’s called for here." I poked around issues.folio.org but don't see that this has been requested yet. Amy | Ticket : NEW Governance: REVIEW FOLIO: NONE | |
| 28 | 3/2/22 | Add Caption detail to the Unreceive screen | Joanna Cerro | Overview: The lack of the Caption column on the Unreceive screen makes it very difficult for staff to know which item they wish to unreceive when there are multiple items on an order. See attached screenshots. Scenarios:
| Morning Glory | Ticket : COMPLETE Governance: APPROVED FOLIO: COMPLETE |
| 27 | 3/11/22 | Make PO and POL numbers clipboard links or copyable | Sally Lockwood | Instance HRID and UUID and barcode numbers have a clipboard function. Can we get the same for PO and POL numbers? Laura Daniels has some thoughts on this. | Morning Glory | Ticket : NEW Governance: REVIEW FOLIO: COMPLETE |
| 26 | 3/16/22 | Issues with eHoldings in Since Kiwi update. | Rebecca Utz | Liz Kluz and I have been using the eHoldings app and after a while noticed that some things are different in Kiwi, and they are less efficient. I hope this write up is helpful, please let us know if you have any questions. * EHoldings, title record in a package: there are the three "loading" dots, which may be where proxy or no proxy shows up? This also happens in the edit view. If we can't see what is set for proxy, we can't adjust it either. * Also the Holdings (Coverage settings) used to show up on this screen and now maybe they would if we had custom coverage, but really seeing what our holdings are is very important, and having to go in 2 levels to access is kind of a bummer. * If we had our druthers Coverage dates (custom and default) would show up on the long list of available packages* (see last screen shot, below) - that would save a lot of time for us, this may already be in the queue of wishes for future versions. | Ticket : NEW Governance: REVIEW FOLIO: REVIEW | |
| 25 | 5/4/22 | Issue with selecting items for renewal | Bethany Silfer | When renewing a large number of materials for a patron, FOLIO is very finicky about individually selecting items and often misinterprets a selection for thinking you want to open up an individual item record so you have to start selecting items again. A work around is to select all and then deselect the ones you do not want renewed. It would be nice to be able to only select the ones you would like to renew. | Ticket : NEW Governance: REVIEW FOLIO: NONE | |
| 24 | 3/17/2022 | New FOLIO field | Henrik Spoon | To be able to continue to add notes like mentioned above selectors would benefit from a field in FOLIO that selectors can use as they see fit. I’m thinking of a field attached to the continuation itself and a field attached to the payment record. The former will make it possible to add notes about individual journals in a package (e.g. Elsevier), the latter about single titles or packages we pay for. Selectors would enter these notes via one of the FOLIO apps and would be able to “read them out” via our DBeaver selector reports. | Ticket : FOLLOW UP Governance: NOT NEEDED FOLIO: NOT NEEDED | |
| 23 | 2/18/2022 | Move Login via SSO link to top of page | Sally Lockwood | Some of us use laptops with small screens and we have to scroll down to find the "Login via SSO" link. Would it be possible to move it to the top above the UN/PW fields? | FOLIO-3436 | Ticket : OPEN Governance: APPROVED FOLIO: OPEN |
| 21 | Dec 16, 2021 | staff members be given the ability to UNmark items missing, unavailable, in process, etc. | Joy Thomas | Hello! I am reaching out to make a FOLIO enhancement request that concerns item statuses. In FOLIO, a staff member with appropriate permissions is able to mark an individual holding/barcode with a number of different statuses (ex: missing, unavailable, in process, etc.). However, the same staff member appears to be unable to remove those statuses without copying the barcode and "checking it in" in the check in app. I would like to ask that staff members be given the ability to UNmark items missing, unavailable, in process, etc. Ideally this would happen in the Inventory app in the same place you go to mark it with the different status. Please let me know if you have any questions or I need to flesh this out more. | UXPROD-3475 | Ticket : OPEN Governance: APPROVED FOLIO: BLOCKED |
| 19 | 11/18/2021 | The ability to sort by LC call number at the Holdings record level | Joanne Leary | I would like to submit an enhancement request for consideration: the ability to sort by LC call number at the Holdings record level. Although we can sort query results by item level call number, many queries don't use item tables, and holdings records don't always have item records attached (most commonly for special collections). It appears that UXPROD-2002<https://issues.folio.org/browse/UXPROD-2002> was completed and implemented for item-level call number sorting, but we need the same functionality for holdings-level. I'm hoping that the heavy lifting that has already been done for UXPROD-2002 could be applied to holdings level call numbers. I've asked Laura Daniels about this, and she understands the need for holdings-level call number sorting. Below is an email exchange I had with her today. Thank you very much for considering this request. (PS - I've also brought this up to Angela Zoss as a critical need for reporting.) - Joanne | Ticket : OPEN Governance: APPROVED FOLIO: DRAFT | |
| 18 | 10/21/2021 | WHY an item is being routed somewhere else added to FOLIO's "In transit" pop-up notification. | Andy Horbal for Cynthia Lange | I am submitting this enhancement request on behalf of Cynthia Lange, who I am copying on this email. We would like to have information about WHY an item is being routed somewhere else added to FOLIO's "In transit" pop-up notification. Specs for a feature related to this request are attached as a Word file. Per this page on the FOLIO wiki<https://wiki.folio.org/display/PO/Directory+of+Product+Owners+by+Area+of+Focus>, I believe the product owner for this feature would be Cheryl Malmborg. Please let us know if you have any questions! | UXPROD-3386 | Ticket : OPEN Governance: APPROVED FOLIO: DRAFT |
| 17 | 09/16/2021 | Delay between check-in and notices being sent. | Brennen Feint | I am submitting this enhancement request on behalf of Brennen Feint, who I am copying on this email. We would like to have the option of programming a delay between the triggering event and item available notices being sent out like we can for overdue and other notices. Specs for a feature related to this request are attached as a Word file. Per this page on the FOLIO wiki< https://wiki.folio.org/display/PO/Directory+of+Product+Owners+by+Area+of+Focus >, I believe the product owner for this feature would be Julie Bickle. Please let me know if you have any questions! Thanks! Andy Horbal | UXPROD-3549 | Ticket : OPEN Governance: APPROVED FOLIO: DRAFT |
| 16 | 08/19/2021 | Circulation Count of an Item | Jenn Colt Joanne Leary Michael Cook | A feature request for FOLIO where we ask for the circulation count of an item in FOLIO to appear on the item record so it is easily accessible rather than needing to be calculated in LDP or inferred from the circulation log. See Michael’s use case below A data request for Cornell that we pull circulation counts from the Voyager snapshot and add them to a note on the item in FOLIO. This could be either a new note type or a generic note type with contextual information. I think Joanne and I could work together on making sure the right information gets into the note but it will be a few days process to get all the information in over the API, and it seemed like a large enough endeavor that we should maybe ask steering to way in (now that we are post-migration). Use case from Michael Cook on Slack: so this info is not/will not be available at a glance via the item record as it was in Voyager. That’s going to be more work for selectors, as we often get questions/situations with materials where being able to see past circ patterns with the item in question is crucial to the decision making process. An example is that I was recently offered a donation of the second volume of a 2-volume set of a mono title (we lack the 2nd volume). I don’t know if there was enough interest (i.e. circ history) in vol. 1 to merit adding vol. 2 to the collection. Without a way to see that history, I can’t make an informed decision. In this case and given the staffing shortages in LTS I will turn down the offer, but this kind of thing happens all the time. Circ history is an important data point that should be readily available to selectors if at all possible without having to run reports. Dunno if that’s possible in Folio but thanks for considering! | Ticket : COMPLETE Governance: APPROVED FOLIO: NA | |
| 15 | 08/19/2021 | Add patron lookup dialog to the new request window | Wendy Wilcox | When you are in inventory on the item record, when you create a new request on the item (done a lot for new books), can you have the requester | UXPROD-3300 | Ticket : REVIEW Governance: APPROVED FOLIO: DRAFT |
| 13 | 08/19/2021 | Strip leading, trailing, and double spaces out of data in some elements | Laura Daniels / Jason Kovari | We’ve discovered that it’s very easy, when copying and pasting data into, for example, the call number field in a holdings record, to include one or more leading or trailing spaces. It’s also easy to delete unwanted characters and end up with multiple spaces where there should be just one. This is impacting spine labeling. This same issue could cause problems with barcode retrieval. We’d like the data to be stored without the extra spaces. | UXPROD-3473 | Ticket : OPEN Governance: APPROVED FOLIO: DRAFT |
| 12 | 7/22/2021 | Inventory search normalization: ignore punctuation marks and some spaces | Laura Daniels / Yael Zucker | environment, but a search for "Virginyah" yields no results. Ideally, this third search would also retrieve the same instance record. | Ticket : COMPLETE Governance: APPROVED FOLIO: COMPLETE | |
| 10 | 7/22/2021 | Wendy Wilcox | When something is checked out (to another person, to a patron's carrel), staff need to check the item in and then check it back out to the patron, rather than having an override pop-up. This happens regularly at Olin because of the faculty and graduate students who have items checked out to their studies and carrels who then wish to take the items home with them. | Ticket : OPEN Governance: APPROVED FOLIO: DRAFT OPEN | ||
| 8 | 7/22/2021 | Print pop-up should not queue if the print box setting is disabled | Wendy Wilcox | The print pop-up should not queue if the print box setting is disabled. For high volume libraries, these additional clicks slow down our processing time which doesn't matter now but during peak times will be very problematic. We need to make pop-ups a setting that can be turned on and off by | UXPROD-3160 | Ticket : OPEN Governance: APPROVED FOLIO: OPEN |
| 7 | View Requests by effective location | Wendy Wilcox Caitlin Mathes | We need to be able to view requests by effective location (which I assume feeds from the permanent and temporary locations). It is impossible to see how many pending requests are in the queue when you have staff moving on and off the desk and the only way we can view open requests by location | UXPROD-2285 | Ticket : OPEN Governance: APPROVED FOLIO: IN REFINEMENT | |
| 7/7/2021 | Caitlin Mathes | We just discussed this in the Folio Slack, but I wanted to send an email about a possible enhancement to consider. Currently, there is no way to view requests that are unit library specific. We are able to print them, so the cache must reside somewhere, but being able to see current (or completed or in transit etc...) requests by unit is not possible. For example, I can view all 41 current CUL requests that have yet to be filled but can't filter them down so that I can see only the items that are the concern of my library. Other than frequently attempting to "print pick slips for Music Serv Point" action, there is no way to see on screen if any new requests have come in, and what they may be. An item like the "pick up service point" filter that functioned instead to filter requests by where the item was homed would be so helpful. | UXPROD-2285 | |||
| 5 | 7/22/2021 | Enable checkout notices for each service point | Wendy Wilcox | Would like the ability to enable checkout notices for each service point. This way, we can skip the check-in for Grab & Go locations (required to generate a notice for patrons) and immediately check out the book to the patron and they would get a notice that it is checked out to their account. This would save several processing steps for grab & go locations. | UXPROD-3213 | Ticket : REVIEW Governance: APPROVED FOLIO: DRAFT |
| 4 | 7/22/2021 | Patron Edge API | Frances Webb | The patron edge API is blocking queries for information about inactive users' current loans. While it makes sense to block renewals for inactive users, the current block is preventing inactive users from seeing their current loans and due dates in Blacklight. | MODPATRON-69 | Ticket : COMPLETE Governance: APPROVED FOLIO: COMPLETE |
| 3 | 7/22/2021 | Ability for FOLIO to recognize a double barcode scan as an alternative to pressing close when a pop-up appears | Bethany Silfer | Ability for FOLIO to recognize a double barcode scan as an alternative to pressing close when a pop-up appears | UXPROD-3212 | Ticket : OPEN Governance: APPROVED FOLIO: OPEN |
| 2 | 7/22/2021 | Close pop-up using the Enter key | Bethany Silfer | Ability to close a pop-up by pressing the Enter key. Current methods are: mouse click over to close button and clicking close or by pressing the Esc key | UXPROD-3212 | Ticket : OPEN Governance: APPROVED FOLIO: OPEN |
| 1 | 7/22/2021 | Disable pop-up upon check-out | Bethany Silfter Wendy Wilcox | Ability to disable the pop-up that appears upon checkout anytime a patron has an outstanding request such as a page request. Configure by service point. | UXPROD-3160 | Ticket : OPEN Governance: APPROVED FOLIO: OPEN |