Orchid (R1 2023) Release Notes

Important Upgrade Considerations

This section outlines all changes that require special consideration for customers in production. Configuration changes may be needed to prevent operational interruptions. See checklist for guidelines on how to fill this out.

Changes and Required Actions

Functional Area	Change or Addition	Considerations	Action timing, Action required	Comments	Contact person, Related JIRAs
Affected app or module	What has been changed or added that should be noted for this release	What challenges may arise related to this change or addition	When can the action be taken (before, during or after upgrade)? If applicable, detail what action(s) must be taken here Is this action required for the next release?	Name of user leaving comment: comment on what you encountered or ask a question @mention Contact person	User name of person that can provide additional detail. Include issue link for bug fix, story or feature that applies
MARC Authority Control, Inventory, SRS, Data import	Default MARC-Instance mapping rules were updated to support authority linking		Instructions on how to update default MARC-Instance mapping rules are described on the page. Must be done after the mod-source-record-manager upgrade		Pavlo Smahin Khalilah Gambrell
Search	Inventory search supports now contributors browse. Changes to the Authority search were implemented.	mod-search indices will need to recreate for both instance and authority as described here	During the upgrade process		Pavlo Smahin Khalilah Gambrell
Inventory, Search	Breaking change was introduced in API interfaces: `inventory-view` `inventory-view-instance-set` `item-storage-dereferenced` `instance-storage` `instance-storage-batch-sync` `instance-storage-batch-sync-unsafe` `inventory` `inventory-batch` `search` `browse`	If there are any scripts, requests, or any that rely on these API interfaces, then they may be broken. Updated API documentation could be found here.	Instance data in mod-inventory-storage have to be migrated. To initialize migration use endpoint POST /inventory-storage/migrations/jobs with body: Expand source { "migrations": [ "subjectSeriesMigration" ], "affectedEntities": [ "INSTANCE" ] } To check the status of migration use endpoint GET /inventory-storage/migrations/jobs/<id> where id - is the id from the POST response. Migration could be done after the upgrade. Migration could be sped up with scaling up mod-inventory-storage's replicas		Pavlo Smahin Khalilah Gambrell
Inventory, SRS, Data import	Default MARC-Instance mapping rule added for MARC 720 field		Review the changes described in MODSOURMAN-873 - Getting issue details... STATUS and decide if the library's local default MARC Bib-to-Inventory Instance mapping should be updated with corresponding changes. See Contributor Relator Terms and Codes: Orchid Refinement for additional details. Note that any revised mappings will only apply to Instances created or updated via MARC Bibs after the map is updated. To refresh existing Instances against the current SRS MARC Bibs and current map, the library may consider running Script 3 described here: Scripts for Inventory, Source Record Storage, and Data Import Cleanup		Ann-Marie Breaux
Settings, Circulation, Loan history	The circulation setting "Loan history" as been updated to "Loan anonymization"	Please note: The permission names have not been updated, and still refer to "Loan history"	N/A	N/A	UICIRC-685 Holly Mistlebauer
Permissions, Circulation	With the permission "Settings (Circ): Can view loan history", the Save button on the Loan anonymization page is no longer visible (UICIRC-767). In addition, a new permission has been created, "Settings (Circ): Can edit loan history", for which the Save button on the Loan anonymization page is visible and can be selected (UICIRC-766).	Please note: The permission names contain the old name of the setting (Loan history), but refer to the circulation setting Loan anonymization.	Update your users' permissions and/or permission sets, as required.	N/A	Edit: UICIRC-766 View: UICIRC-767 Julie Bickle
Circulation, Requests	Request status is now a required property.	Technically a breaking change	No action required	While technically being a breaking change, this should not affect anyone because: a) we never create requests without status programmatically b) we scanned DBs of known tenants and did not find a single such request	CIRCSTORE-353 Stephanie Buck Oleksandr Vidinieiev Alexander Kurash
LDP Reporting app	(text to be added here)
Z39.50	(text to be added here)
mod-settings	(text to be added here)
Actual cost	The actual cost work begun in Nolana is completed in Orchid.		Carried over from Nolana release notes If you started using actual cost in Nolana, when Orchid is implemented you will need to mark items as “do not bill” on the “Lost items requiring actual cost” processing page if the fee was billed manually. The "Lost item fee policy" includes a setting For lost items not charged a fee/fine, close the loan after <interval>. Using this setting to "expire" actual cost lost items will eliminate the need for this if you set the <interval> to a smaller time period.	This work was completed after the PO, Holly Mistlebauer, retired.	Stephanie Buck UXPROD-3744, UXPROD-3565

New Apps

Removed Apps

Permissions Updates

App	New Permissions	Product Owner
Settings > Tenant	ui-tenant-settings.settings.location.view- "Settings (Tenant): View locations" - this will allow users to view the tenant location tree but be unable to create, update or delete institutions, campuses, libraries or locations	Erin Nettifee

Known Issues

General

App	Known issue	Workaround	JIRA issue	Product Owner

Additional known issues

Key	Summary	T	Updated	Potential Workaround	Development Team	Status	Resolution	Release

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Notes on functionality

Post-Release Hotfixes

Date (verified in BugFest)	Bug fixed	Documentation on GitHub
Date	Hotfix release (needs more info added here)	github link

New Features

Key	Summary	T	Created	Updated	Due	Assignee	Reporter	P	Status	Resolution

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