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 | |||
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 | ||
Inventory, Search | Breaking change was introduced in API interfaces:
| 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: 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. | ||
Inventory, SRS, Data import | Default MARC-Instance mapping rule added for MARC 720 field | Review the changes described in - MODSOURMAN-873Getting 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 | |
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 |
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 | |
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. |
New Apps
Removed Apps
Permissions Updates
App | New Permissions | Deprecated 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
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