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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 AreaChange or AdditionConsiderationsAction timing,
Action required
CommentsContact person,
Related JIRAs
Affected app or moduleWhat has been changed or added that should be noted for this releaseWhat challenges may arise related to this change or additionWhen can the action be taken (before, during or after upgrade)?
If applicable, detail what action(s) must be taken here
Name of user leaving comment: comment on what you encountered or ask a question @mention Contact personUser name of person that can provide additional detail.
Include issue link for bug fix, story or feature that applies
Requests

Title level requests are available with Morning Glory through Settings > Circulation > Title level requests

Libraries must opt in to use title level requests; item level requests functionality continues to be available.

Requests on boundwith and multivolume materials should be placed as item level requests. 

Page requests cannot be moved above hold requests or reordered within the queue. 

Data migration included in Lotus (and update in Lotus HF1) must be completed before Title level requests can be enabled. 
Title level requests can be enabled after upgrade is complete. All open requests should be resolved before enabling title level requests to avoid queue ordering issues. 

In Request details>Request information>Position in queue - # (# requests)  means # position in request (# other open not yet filled reorderable requests). Page requests are not counted in (# other open not yet filled reorderable requests) since they cannot be reordered. 
Fees/FinesThe "New fee/fine" page has now been replaced with a modal, in order to match "Pay fee/fine", "Waive fee/fine", etc.


Fees/FinesThe fee/fine pages are now using the "Effective call number string" rather than just the "Call number".


RequestsA request containing a hardcoded UUID (because an item or instance was discovered to no longer be present during data migration in Lotus) has an updated Action menu only containing Cancel, and disabled links to item and instance records. 


Patron Notices - emailAddition: In the very last step of the process of sending an email, IF an error happened somewhere in the process, that stopped sending the email, THEN FOLIO will retry sending the email. This is a tenant-wide configuration and is managed by mod-email.
See the ticket for the numbers of retry attempts and max age eligible for retry, and how to configure if you DON'T want to try resending failed emails.
SearchInventory 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 hereDuring the upgrade process
mod-inventory-storage To load MARC Holdings during data import flow, we should use pre-defined MARC Holdings source (which is created in the reference data with pre-defined id = 036ee84a-6afd-4c3c-9ad3-4a12ab875f59)Anyone who plans to import and store MARC holdings. 

Before upgrade.


Reference data should be added during an upgrade (by default) 


Export eholdings (package and title+package details)Export eholdings (package and title+package details) will not be included in Morning Glory release until performance issues are resolved. (UXPROD-177)


OAI-PMH (mod-oai-pmh)

mod-oai-pmh does not support multiple concurrent harvests of full library collection.

Recommended edge and mod-oai-pmh module settings that prevents harvests end prematurely on a larger data sets:

edge-oai-pmh memory settings: -Xmx952m

mod-oai-pmh ENV recommendation: 

      { "name": "DB_QUERYTIMEOUT", "value": "2700000" },
      { "name": "DB_MAXPOOLSIZE", "value": "20" }




Multiple concurrent harvests of full library collection were never supported. Results of the performance tests when running multiple full harvests can be found here.   

mod oai-pmh provides APIs for monitoring the harvesting process as documented in the READ.ME file.

Additional information about best practices can be found here

Invoices and Invoice settingsThe management of batch voucher export has been move out of settings to a full screen view in the invoice app UI. The details of batch export are still found in system settings.User who work with batch voucher export should be updated on where they can access it.Access batch voucher export from the action menu in the invoice app.
Dennis Bridges 
AuthoritiesMapping rules for authorities were changed. It's required to call endpoint PUT /mapping-rules/marc-authority/restore
After mod-source-record-manager upgrade
Pavlo Smahin 
mod-data-exportNew default job-profile for authorities was added. It requires to load reference for module.
  • Add loadReference=true to tenantParameters  



Shans Kaluhin 
EDIFACT order exportHourly and monthly export scheduling will be disabled. If you already configured these for certain organizations you may notice sporadic export performance. User will need to rely on Daily or Weekly options to use the scheduled export.Export schedule settings can be updated before or after the organization has upgraded to morning glory. The side effects are that the export may not run at the desired time when using hourly or monthly schedules.These option will be available again once the issues with them have been resolved. We are targeting Nolana for the release of these updates.
edge-sip2FOLIO user (used for connections from SC) requires permission search.instances.collection.get
New permission can be added to user before or after upgrade - but be done prior to operating SC (after upgrade)

SIP2-115 - Getting issue details... STATUS

New Apps

Bulk edit.  Morning Glory functionality covers:

  • Bulk edit  - in app approach:
    • Inventory items locations (temporary and permanent)
    • Inventory item statuses
  • Bulk edit - csv approach:
    • Users records

The Bulk edit app requires following permissions to edit inventory items:

  • Bulk Edit: In app - Edit
  • Bulk Edit: In app - View

The Bulk edit app requires following permissions to edit user records:

  • Bulk Edit: (CSV) Edit
  • Bulk Edit: (CSV) View

Known limitations:   

  • Bulk edit of user records - up to 2500 records at one time.   
  • Bulk edit of item records - up to 10 000 records at one time

Module configuration:

For stable module operations the following mod-data-export-worker configuration is required: Java args -XX:MetaspaceSize=384m -XX:MaxMetaspaceSize=512m -Xmx2048m, AWS container: memory - 3072, memory (soft limit) - 2600, cpu - 1024.

Removed Apps

Permissions Updates

AppNew PermissionsDeprecated PermissionsProduct Owner
Data Import

Data import: Can upload files, import, and view logs (renamed from Data import: All permissions)

Data import: Can delete import logs

Data import: Can view only

Settings (Data import): Can view only


Ann-Marie Breaux 
eUsageGeneral: Settings, All, Read-only:
  • Settings (eUsage): Can view and edit all settings
  • eUsage: All permissions
  • eUsage: Can view usage data providers and view/download usage reports
Usage data providers actions:
  • eUsage: Can create and edit usage data providers
  • eUsage: Can delete usage data providers
Reports actions: 
  • eUsage: Can upload usage reports
  • eUsage: Can delete usage reports
  • eUsage: Can start harvesting for a single provider

There has been a major refactoring of all eUsage permissions ( UXPROD-3734 - Getting issue details... STATUS ). Please check existing permission sets and re-assign. 

Annika Schröer 
Invoices

Invoice: Export search results

Invoice: Voucher export

None
Finance

Finance: Export finance records

None

Orders

Orders: Can create new Orders and Order lines

Orders: Can delete Orders and Order lines

Orders: Can edit Orders and Order lines

Orders: Can view Orders and Order lines

Orders: Cancel order lines

Orders: Cancel purchase orders

Orders: Can create new Order lines

Orders: Can delete Order lines

Orders: Can edit Order lines

Orders: Can view Order lines

Orders: Can create new Orders

Orders: Can delete Orders

Orders: Can edit Orders

Orders: Can view Orders 

Requests, title level requestsSettings (Circulation): Title request level edit
Inventory / quickMARC 

quickMARC: View MARC bibliographic record

quickMARC: View MARC holdings record


Khalilah Gambrell 
MARC authorityMARC Authority: Delete MARC authority record
Khalilah Gambrell 




Known Issues

General

AppKnown issueWorkaroundJIRA issueProduct Owner
Settings > Inventory > Statistical codesHandle delete of statistical code associated with instance, holdings, or item in a properly manner. The approach we took for this issue MODINVSTOR-829 should be similar to what needs to be done for the other related issues, addressed in UXPROD-1889

UXPROD-1889 - Getting issue details... STATUS

RequestsWhen duplicating a request, the original pickup location selection is not preserved.Re-select the pickup location. 

UIREQ-751 - Getting issue details... STATUS

Brooks Travis 
RequestsIn the Request details pane, the publication date may sometimes appear as "-", even though a publication date is listed in it's Inventory record. This happens when there is a character preceding the date, for example, c1905 or [1960]. Check the item or inventory record for the publication date. Correcting this has been added to a feature for future enhancements. 

UIREQ-801

Stephanie Buck 
Data import 

MODDATAIMP-705 - Getting issue details... STATUS


MODDATAIMP-705 - Getting issue details... STATUS

Ann-Marie Breaux 
MARC authorityFirst deletion of a MARC authority record maybe delayed but the record is deleted. No workaround

UIMARCAUTH-159 - Getting issue details... STATUS

Bulk editWhen triggering the bulk edit of item records by submitting a list of holdings HRIDs, the reported number of the updated records might be incorrect.No workaround

UIBULKED-122 - Getting issue details... STATUS

Bulk editOn larger data sets (~ 10 000 records) there is a significant delay on the screen showing the preview of proposed changes (Are you sure? form) Wait until the form is populated and the Download preview button works

MODBULKED-36 - Getting issue details... STATUS

Title Level RequestsRequests with the status Closed - pickup expired are causing queue positions to be absent from the queue. For example, if Request A was position 1, and it's status changes to Closed pickup expired, then Position 1 will be absent from the queue. This does not affect the functionality of the queue.No workaround

CIRC-1589

Title Level RequestsWhen placing a title level request and the Title look-up is used in the request form, the title information isn't loading consistently. Use the Instance ID, or search for the title again. It usually loads properly the second time. 

CIRC-1552

Stephanie Buck 
Item LimitsWhen a patron reaches the Loan Policy Item Limit at checkout, the error message that appears in the "Item not checked out" pop-up always indicates that the limit is "1", when it could be another number.  Item limits work, but the message is incorrect.Check the Loan Policy to see what the Item Limit is.

UIU-2652 - Getting issue details... STATUS

Holly Mistlebauer 
RequestsMorning Glory includes the implementation of shortcut keys for the request policy, but inadvertently left out adding the UI caret and shortcut key menu to the app. This will be fixed in a future release.Reference docs.folio.org documentation for the shortcut key list as needed - https://docs.folio.org/docs/platform-essentials/keyboard-shortcuts/keyboardshortcuts/

UIREQ-817 - Getting issue details... STATUS


Inventory/Single Record Import

When importing a Single record using the Import button in Inventory's action menu, then an instance is created. But if the user then use the 'back' button in the browser, a duplicate import of the same record is created

Do not use the 'back' button.

UIIN-2197 - Getting issue details... STATUS

Charlotte Whitt 
Circulation log

An item referred in the Circulation log is allowed to be deleted without any warning. But in the Circulation log, when clicking on the referred item (which is a link) then it throws an ugly error. 

New work has been identified: UXPROD-3738, and the architect has written up a technical spec document: UXPROD-3738 Circulation log update: deleted item records

For now accept the ugly error. This will be fixed when the work on UXPROD-3738 can be prioritized by the development team Vega. 

UXPROD-3738 - Getting issue details... STATUS

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 fixedDocumentation on GitHub
DateHotfix release (needs more info added here)github link




New Features by Epic (Sub-Project)


Closed Bugs


All Closed Bugs and Stories


Remaining Open Bugs at Time of Release 

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1 Comment

  1. Hi! For OAI-PMH (mod-oai-pmh) my current configuration is     }, {
          "name" : "DB_QUERYTIMEOUT",
          "value" : "604800000"
        },
     {
          "name" : "DB_MAXPOOLSIZE",
          "value" : "20"
        }

    It is probably the default config because I cannot remember having ever changed it.  What does the ENV recommendation

      { "name": "DB_QUERYTIMEOUT", "value": "2700000" },  mean ?

    Is this a minimum value or do I need to spin down my higher value to this value in order to prevent harvests from ending prematurely ?