Poppy (R2 2023) Release Notes

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?

Libraries should review and decide: 

1. If existing Instances should be refreshed against the updated map, so that all existing instances reflect these changes

See Update of mapping to correct handling of repeated classification fields and subfields for additional details.

Follow the instructions to update the mapping rules. 

Mandatory change. 

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

Default MARC-Instance mapping updated to adjust punctuation handling for the 1xx/7xx contributor fields and for the $e/$j relator terms

If the library wants more name relator terms to be standardized, for searching and filtering, this update will help.

Libraries should review and decide: 

1. If existing Instances should be refreshed against the updated map, so that all existing instances reflect these changes

See Update of mapping to adjust punctuation handling for 1xx/7xx contributors and $e/$j relator terms for additional details.

Follow the to update the mapping rules. 

Mandatory change. 

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

The overdue policies has been extended with an additional section to define “Reminder fees”. The policy is defining the wanted process to bill reminder fees.

Reminder schedule. The process runs nightly and once per day. It creates the appropriate reminders for overdue items if an overdue policy with an active reminder fee section is in effect.

The process is honoring closed days, so if a service point is closed for a whole day the process does not create reminders on this day for the given service point. 

Loan-related notes/comments (action based):

Two new buttons for adding this information is now available from the detailed loan display, and the check-out screen when clicking the three dots.

The notes/comments are searchable in the Circulation log app. 

A new token supporting sending patron notices with the new patron information has been developed: 

{{loan.additionalInfo}}

7 new tokens for users primary address information supporting sending printed letters with a final reminder to patrons:

{{user.deliveryAddressType}}{{user.primaryAddressLine1}}{{user.primaryAddressLine2}}

{{user.primaryCity}}

{{user.primaryStateProvRegion}}

{{user.primaryZipPostalCode}}

{{user.primaryCountry}}

Patron notices

Please note: This ALSO works for items that have been declared lost.

Before upgrading to Poppy and/or switching to actual cost, please review whether your notice policies and/or templates (e.g. wording) need to or can be updated as a consequence.

Remember: Updates to a notice policy are applied when the open loan is next updated. Updates to the lost item policy are NOT applied to open loans.

Before upgrading to Poppy and/or switching to actual cost, please review whether your notice policies and/or templates (e.g. wording) need to or can be updated as a consequence.

Remember: Updates to a notice policy are applied when the open loan is next updated. Updates to the lost item policy are NOT applied to open loans

Before upgrading to Poppy and/or selecting this option, please review whether your notice policies and/or templates (e.g. wording) need to or can be updated as a consequence.

Remember: Updates to a notice policy are applied when the open loan is next updated. Updates to the lost item policy are NOT applied to open loans. 

Mandatory change:

Before upgrading to Poppy and/or selecting this option, you MUST update the relevant notice templates to include the multiple charges tokens. Otherwise, the notices will have an empty email body.

In addition, please review whether your notice policies and/or templates (e.g. wording) need to or can be updated as a consequence.

Remember: Updates to a notice policy are applied when the open loan is next updated. Updates to the lost item policy are NOT applied to open loans. 

New tenant initialization parameter (centralTenantId) to define tenant for db structure and indices creation.

Pass 'centralTenantId' parameter on all consortia tenants initialization (with a value of central tenant id).

Deployment instruction to setup consortia env is created:

Steps to setup Consortia env

Kitfox has already created an automation pipeline using this instruction for dev/testing needs for 4 tenants, FSE should create similar for prod usage for 61 tenants. 

When the "Anonymize all loans" button is clicked a confirmation modal will now appear before the anonymization takes place. 

UXPROD-3906

Amelia Sutton 

The keyword search in the Users app will now match on a user's middle name. Therefore Users keyword search now matches on:

• username
• personal.firstName
• personal.preferredFirstName
• personal.lastName
• personal.middleName
• personal.email
• barcode
• id
• externalSystemId
• customFields

UIU-2860

Amelia Sutton