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Please DO NOT add enhancement requests to this page. Please go to the CUL FOLIO Support Portal to submit your FOLIO enhancement request.


#Date ReviewedTitleSubmitterDescriptionJIRAStatus
243/17/2022New FOLIO fieldHenrik SpoonTo 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 :

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titleFollow up

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titleNot Needed

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titleNot Needed



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Functional Area:

LDP / Reporting

Notes:

This sounds like the FOLIO Notes app; Selectors would need edit permissions in FOLIO and then training (highlight NOT deleting other notes). We can make a "Selectors Notes" field.

Connect with Emma to set up/train

Loop in Sharon / Vandana for reporting


232/18/2022Move Login via SSO link to top of pageSally LockwoodSome 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

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UX/UI

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21Dec 16, 2021staff members be given the ability to UNmark items missing, unavailable, in process, etc.Joy ThomasHello! 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

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Functional Area:

Inventory

Notes:

1/6/2022 Update: Ask Jesse to bring to Product Council the need for a dedicated for PO for Item State.

Charlotte can partner with Laura and Andy to further describe.

7-27-2022: FOLIO currently does not have a PO for Item States. Charlotte is an interim PO but that means that no new features can be added only bug fixes. 


1911/18/2021

The ability to sort by LC call number at the Holdings record level

Joanne LearyI 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

UXPROD-3496

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Functional Area:

Inventory / MM

Notes:

1/5/2022 update: Holly says this is a Bug, not a new feature, and had moved it to Support.


1810/21/2021WHY an item is being routed somewhere else added to FOLIO's "In transit" pop-up notification.Andy Horbal for Cynthia LangeI 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

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RA

Notes:

When submitting phrase request as "add a text field" or add a "note"


1709/16/2021Delay between check-in and notices being sent.Brennen FeintI 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

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RA

Notes:

Details in the TDX 


1608/19/2021Circulation 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!


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Functional Area:

LDP

Notes:

Internal dev - not FOLIO dev

Vandana will check in with Sharon on whether or not this could be a report.

Jenn/Joanne - give the green light


1508/19/2021Add patron lookup dialog to the new request windowWendy 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
information automatically have the name or net id rather than the barcode?
It would save an additional step since LTS does not collect patron barcodes
and we have to do the additional click for "requester look-up".

We process holds for new books multiple times per day and it would make
things much easier to not have this additional step.

UXPROD-3300

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Functional Area:

RA, Requests app

Notes:

Andy will write up - precedent in Users app in

Note from Laura: in the Metadata Management SIG we specifically asked not  to have identifying information display in the item in Inventory. This was based on concerns about user privacy. It would be great if this display could depend on a user's permissions.


1308/19/2021Strip leading, trailing, and double spaces out of data in some elementsLaura Daniels / Jason KovariWe’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

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titleopen

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titleNA

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Inventory

Notes:

"space" should be considered as a category, not a literal character, e.g., leading and trailing carriage returns & tabs should also be ignored

SUBMIT as BUG


127/22/2021Inventory search normalization: ignore punctuation marks and some spacesLaura Daniels / Yael ZuckerA title or keyword search for "Virg'inyah" or "Ṿirg inyah" will retrieve instance hrid 13303653 in Cornell's prod environment, but a search for "Virginyah" yields no results. Ideally, this third search would also retrieve the same instance record.UXPROD-3046

Ticket :

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titleclosed

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titleNA

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titleClosed



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Functional Area:

Inventory

Notes:

Update 1/05/2022: Complete in KIWI

Update: confirmed that ElasticSearch will address this problem. So we should prioritize

https://issues.folio.org/browse/UXPROD-3046 (already ranked "R1" by Cornell)
More examples:

Cyrillic
"Si︠u︡da vernulasʹ dusha" (copied from OCLC) search retrieves results; "siuda vernulas dusha" returns no results

But Icelandic characters are not affected:
search for "hofudljod" does return "Höfuðljóð"


107/22/2021
Wendy WilcoxWhen 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.

UXPROD-3214

UIREQ-637

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titleapproved

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RA

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87/22/2021Print pop-up should not queue if the print box setting is disabledWendy WilcoxThe 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.UXPROD-3160

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titleExiting

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RA

Notes:

Existing JIRA for this issue, added to this request.


77/22/2201View 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
(not service point) is to print preview. We currently have to schedule call slips so that we don't mistakenly reprint request slips. Also, sorting by service point is not useful at all since that is where the book is being delivered, not where the book needs to be pulled from.
UXPROD-2285

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titleapproved

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titlein refinement



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RA

Notes:

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Functional Area:

RA

Notes:

  • UXPROD-2285 Filter requests by item effective location as an existing JIRA; Julie Bickle also said at a recent RA meeting that she would create a new feature for the additional functionality described in the “Notes” field of the request
  • Related request: ability to print ONLY the requests that have come in since the last time you printed



57/22/2021Enable checkout notices for each service pointWendy WilcoxWould 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

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titlereview

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titleapproved

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RA

Notes:

  • Service Point needs to be something that a circ rule can be applied to (notice policy) - Andy to work with Tom to define
  • 7-27-76: There is no way to assign notices to a service point. If enabled notices would go out on all transactions. There are related JIRAs that may supply a resolution to this request.


47/22/2021Patron Edge APIFrances WebbThe 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

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titleapproved

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Functional Area:

Edge APIs, Intergrations

Notes:

  • 1/05/2022 Update: This is complete in KIWI.


37/22/2021Ability for FOLIO to recognize a double barcode scan as an alternative to pressing close when a pop-up appearsBethany Silfer
UXPROD-3212

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titleneeds refinement

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titleUnder Investigation

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titleopen



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ra

Notes:

  • Can this be configured in the scanner?
  • 7-27-2022: There are other JIRAs open to apply keyboard shortcuts to the dialogs in check-out and check-in


27/22/2021Close pop-up using the Enter keyBethany SilferAbility 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 keyUXPROD-3212

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ra

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17/22/2021Disable pop-up upon check-outBethany 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

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ra

Notes:

  • Duke submitted JIRA 




From the Old Support Page:

  1. Print pick slips” function reprints last report unless page is refreshed: https://issues.folio.org/browse/UXPROD-3400
  2. Add token "Today's date" to staff slips + formating options: https://issues.folio.org/browse/UXPROD-3224
  3. Strip leading, trailing, and double spaces out of data in some elements: https://issues.folio.org/browse/UXPROD-3473
  4. SPIKE: Improve check-out speed: https://issues.folio.org/browse/ARCH-15
  5. SPIKE: Improve check-in speed: https://issues.folio.org/browse/ARCH-16
  6. Sort by LC call number at the Holdings record level: https://issues.folio.org/browse/UXPROD-3496
  7. Add token "Today's date" to staff slips + formating options: https://issues.folio.org/browse/UXPROD-3224
  8. Grey out tokens that will never be populated, per staff slip: https://issues.folio.org/browse/UXPROD-3538