Page History
Last time (installation 22.05) AFTER INSTALLATION we found just three issues (Slack):
- Finna's "purge checkout history", which already Fixed (thanks Ere!)
- Melinda updates won't pass through, but that required for another our Melinda's Koha plugin to be updated, this also done
- Records after adding (biblios) wasn't indexed by ElasticSearch.
CURRENT 22.11 RELEASE:
dates, plans, steps and progress in JIRA:
PLEASE! Use Slack channel: https://kansalliskirjasto.slack.com/archives/CRAQWTEKD/p1652088566552069 for most issues and their life cycle support talks
and get back there with notes, which you think should be noted.
Table of contents:
Table of Contents |
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Something working differently as before?
Marc Bibliographic Framework test: working better than earlier: explanations are better
Something new added?
Appearance changes:
Cataloging-menu changed: more options on this page (removed from Tools-menu to Cataloging-menu)
Cataloging -items: possibility to add item template and use it with different titles
Holds-Existing holds: cancel button → now trashbin
Search results: title view → configure : possibility to fix available columns here also (no need to go Sysadmin-Table settings /cgi-bin/koha/admin/columns_settings.pl)
Patron-
Two new fields: 'Middle name' and 'Pronouns' in customer info page (if you want to hide them use syspref BorrowerUnwantedField)
New button 'Claims' (suomeksi 'Palautusilmoitukset') in customer info page. Function unclear so far. (Display or hide the column using the column settings options. cgi-bin/koha/admin/columns_settings.pl → more member)
Check out settings (Lainausasetukset) löytyvät uudella tavalla
Vanha Koha:
Uusi Koha:
New functions
Patrons → More → Export today's checked in barcodes : makes an txt-file of barcodes
Check in - Checkin settings
Old:
New: Checkin settings revealed using sliders
New Notices and Slips
Patrons- ACCOUNT SUMMARY - Account balance slip
Patrons- 2FA_OTP_TOKEN: two-authentication step token
Holds- HOLD_CHANGED: Canceled hold available for different patron
Holds-NEW_CURBSIDE_PICKUP: New curbside pickup
Patrons-OPAC_REG: New OPAC self-registration submitted
Circulation-OVERDUE_FINE_DESC: Overdue item fine description
Patrons-PASSWORD_CHAGE: Notification of password change
Patrons-STAFF_PASSWOR_RESET: Online password reset
System preferences: (Check these preferences if they are "valuable" for your library)
Cataloging - ApplyFrameworkDefaults : apply framework defaults when (e.g.. when cataloging a new, when changing the framework while editing the existing record)
Circulation- AutomaticConfirmTransfer: Do/Don't automatically confirm a transfer when the modal is dismissed without clicking 'Yes'. ??
Circulation- Holds- DefaultPickuplocationDefaultHoldPickuplocation: When placing a hold via the staff interface default the pickup location to the item's hold library/logged in library/items holdings library
Circulation - Holds- EnableItemGroupHolds: Enable/Don't enable the ability to place holds on item groups.
Circulation - Holds- EnableItemGroups: Enable/Don't enable the item groups feature to allow collecting groups of items on a record together.
Circulation-Holds - ExpireReservesAutoFill: + ExpireReservesAutoFillEmail: Do /Don't automatically fill the next hold using the item. Send email notification of the new hold filled with a canceled item to ... (=if hold is automatically expired the hold can be transferred to next patron on queque and email send e.g. to library)
Circulation-Item bundles - BundleLostValue and BundleNotLoanValue:
Circulation - Checkoutpolicy: CircControlReturnsBranch: To determine wether an item is transferred or remains in the libray after checkin, use the circulation rules
Circulation - Patron restrictions: PatronRestrictionTypes. Allow determining local restriction types. If allowed determine local restriction types at
Koha adminstration →
Patron restriction
Other preferences
- Circulation and fines rules: new rule to allow canceling waiting holds (can be made by patron type, item type): probably working with Koha-Opac? test it
- 11 new authorized values concerning ERM
Tools
Rotating collections: Manage rotating collections
- Manage electronic resources module
Removed preferences
New Permissions (virkailija käyttöoikeudet)
Check out and check in items:
Manage curbside pickups (manage_curbside_pickups)
Edit catalog
Create, update and delete item editor templates owned by others (manage_item_editor_templates)
Create, update and delete item groups, add or remove items from an item group (manage_item_groups)
Manage patrons fines and fees
add manual credits to a patron account
add manual invoices to a patron account
How to and what to test to be sure that your Koha works properly
When testing, it is important to check the result of any action in Koha and in Finna views (also Finna.fi).
Some functions may seem like they work fine, but it is a good practice to verify the situation from the staff view and patron's point of view.
Check all functions related to nightly cronjobs
Autorenewals
Fines
Holds expiring
Hold expire charges
Other resources:
Also have a look at release notes from the Koha community, e.g. https://koha-community.org/koha-community-newsletter-april-2022/#koha2205releasedates
ByWater Solutions pages are a good source to find explanations to some newer and older functions: https://bywatersolutions.com/education e.g. previous version: https://bywatersolutions.com/education/2111-release-notes
Test plan notes by 3AMK, regarding test server
Function/process to test
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Cataloging | Create a new bibliographic record, if you do those in your Koha
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Cataloging | Making a new holdings (previous version: 500 error)
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Cataloging | Adding and editing an item
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Cataloging | Component parts, e.g. music (parent and child records)
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Circulation (borrowing) | Borrow items with different item types to different patron categories (regular, staff, students, ILL, special groups etc.)
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Circulation (borrowing, returning) | Renewing an item
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Circulation (borrowing, returning) | Borrowing items with special status (e.g withdrawn, lost, in process, ordered etc.)
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Circulation (holds) | Placing a request and editing it
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Circulation (holds) | Borrowing with SIP machines, before the request is processed
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Circulation (holds) | Holds in transfer
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Circulation (holds) | Holds available for pick up
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Circulation (holds) | Special cases that might differ in libraries due to different service processes and settings, eg, in 3AMK, check this process:
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Circulation (holds) | Check that new holds appear on Holds queue (Varausjono) & Holds to pull (Hyllyvaraukset) -reports
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Circulation (renewing) | Automatic renewing |
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Customer information | Adding a patron
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Customer information | Making address change in Finna: request comes to Koha for approval and is changed when approved. | ||||||||||
Customer infomation | Making changes in Finna regarding (patron can do this without library approval)
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Customer information | Patron messaging preferences
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Customer information (login in Finna) | Test ability to login and operating in Finna as a patron, who
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Customer information | Accounting (Money-related) issues are extremely important
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Searching (patrons) |
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Searching (bibliographic data and items) |
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Slips/prints | Patron slips
Returning slips
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Plugins | Make sure necessary plugins are installed/updated and enabled, e.g. Finna plugin, Tuudo plugin, Label Maker plugin
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Tools | Batch item modification
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Reports | Testing your often used reports (daily, weekly, montly reports)
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CSS | Prefence: IntranetUserCSS
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Things that can’t be tested beforehand
Tuudo app: making a new card, renewals
self-service machines: item in transit, item in transit with a hold, items with “special” status (e.g. withdrawn etc.)
expire reserve charge
overduecharges (can be tested, but the truth reveals itself in production)
messages which are possilbly not delivered (bounce messages)
Melinda replication
Things that should be saved from old version before update?
Just in case? Not sure?
own holdings frameworks
3AMK: done (21.11./SP)