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Update schedule

The update schedule is still a draft.

The pilot libraries are expected to test for 15-19 weeks (excluding the summer holidays). For other libraries we have preliminarily allocated 5 weeks for version upgrade: 3 weeks conversion and testing, 1 week for testing Finna view and moving to production, 1 week for transferring the test server resources to the next library. More accurate schedule estimates as a table

LibraryMigration and testing beginsDeployment week (library is closed for 2h-1day)LibraryNotes
Library 1, pilotWeek 21 (18.5.) 38 (14.9.-18.9.)HAMK

Testing has begun on 18.5.2020

Library 2, pilot

Week 24 (11.6.)40 (28.9.-2.10.)XAMKTesting has begun on 11.6.2020
Library 3, pilotWeek 30 (20.7.)39 (21.9.-25.9.)KansallisarkistoPreparing to launch
Library 4, pilotWeek 33 (10.8.)41 (5.10.-9.10.)DIAK
Library 5, pilotWeek 35  (24.8.)42 (12.10.-16.10.)Tritonia
Library 6Week 40 (28.9.)43 (19.10.-23.10.)3AMK-libraries
Library 7Week 41 (5.10.)44 (26.10.-30.10.)Arcada
Library 8Week 42 (12.10.)45 (2.11.-6.11.)

Library 9Week 43 (19.10.)46 (9.11.-13.11.)MPKK
Library 10Week 44 (26.10.)47 (16.11.-20.11)Humak
Library 11Week 45 (2.11.)48 (23.11.-27.11.)Tilastokirjasto
Library 12Week 46 (9.11.)49 (30.11.-4.12.)Hanken
Library 13Week 47 (16.11.)50 (7.12.-11.12.)VarastokirjastoVarastokirjasto wishes to upgrade in November.
Library 14Week 48 (23.11.)51 (14.12.-18.12)Centria
Library 15Week 49 (30.11.)52-1 (21.12.-Jyväskylän yliopisto


ROWS COLORS LEGEND FOR TABLE BELOW: 

white (new task)a freshly added task, undecided (it even might be a proposal, which "in discussion" and might be even rejected)
red (to do /  in progress)accepted task: to be implemented, or in progress but not yet finished, i.e. "in development or in queue"
yellow (done locally, KCMinni)implemented, pushed to our KCMinni fork for testing in preproduction and/or using in KohaCommunity SUOMI fork already.
note: such tasks might stay forever or for a long time if they won't be accepted by KC for various reasons.
green (done worldwide)implemented, and also accepted into KC-master (KohaCommunity master), i.e. "worldwide version"
or can be achieved in another way (plugin, etc) 

Functionalities potentially requiring development in the Community version

p
r
i
o

#NN: TASK NAME
(do not change and keep the same #NN task id even if you move items)

Libraries that use/requested itNotes

STATUSES

Tech expertise message

2.1

#01: LABEL PRINTER

Tools => Label printer (labels to be put in backs of books) (/cgi-bin/koha/labels/oplib-label-create.pl)



KC BUGZILLA: none, aim at a plugin solution


3AMK-libraries

Centria

Use is being researched. Just occasionally
Info on use in libraries urgent, related to a database structure change.
Testing of current options: Label printing in Koha
DEVELOPMENT STATUS:  EXTERNAL
KCMinni (fork/pilot):N/A
KohaCommunity master:N/A

solved as an external plugin: proper configuration needed, tech assistance will be provided.


3.2

#02: EXPIRED HOLDS TAB


Circulation → Holds awaiting pickup / Expired holds 

(list of items someone has made a hold request on but does not check it out before the hold expires; handy for easy clearing of these items off the holds shelf). (/cgi-bin/koha/circ/waitingreserves.pl)



KC BUGZILLA: none


3AMK-libraries

XAMK

Centria

Diak

Info on use in libraries urgent, related to a database structure change.

On community version there is missing system preference:
PickupExpiredHoldsOverReportDuration that defines For how many days holds expired by the 'ExpireReservesMaxPickUpDelay'-syspref are visible in the 'Hold Over'-tab in /circ/waitingreserves.pl 

ExpireReservesMaxPickUpDelay system preference allow holds to expire automatically if they have not been picked by within the time period specified in ReservesMaxPickUpDelay.

3AMK-libraries: problems with the reliability of the list

DEVELOPMENT STATUS:  IN QUEUE
KCMinni (fork/pilot):NONE
KohaCommunity master:NONE

Not started

We'll not work on it now, first test the Community Version functionalities.

3.2

#03: COMPLEX PASSWORDS / POLICIES CHECK

Requiring complex password based on patron category code (usually, higher requirements for staff members)

Administration → Patron categories / Password policy for category

(/cgi-bin/koha/admin/categories.pl => Muokkaa => Tyypin salasanakäytäntö)



KC BUGZILLA: none

XAMK

National Library

Info on use in libraries urgent, related to a database structure change.
In the Community Version, requirements may only be made globally. 

XAMK: generally simplenumeric > self-service library PIN is 4 numbers; and staff > alphanumeric)

DEVELOPMENT STATUS:  IN QUEUE
KCMinni (fork/pilot):NONE
KohaCommunity master:NONE

Not started

Not urgent – libraries will direct staff and other users.

3.2

#04: HOLDS WAITING DEPENDING ON RULES

The time that holds will wait for being checked out may be set differently according to the patron group, library, or item type. (In Community Version only on sys pref level)



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=8367


There is a very old bug report and fix-suggestion for this in Bugzilla: How long is a hold waiting for pickup at a more granular level

Is there need to be able to define different time according to the patron group, library, or item type?

DEVELOPMENT STATUS:  DEBATES
KCMinni (fork/pilot):NONE
KohaCommunity master:REQUESTED

Not needed?

1.3

#05: DEFINING DIFFERENT FEES ACCORDING TO THE RULES

Holds not checked out in time: defining different fees according to the patron category, branch (library), or item type (In Community Version on sys pref level only?) (Making holds may be free but you need to pay a "fine" if you don't come and claim the hold before it expires.)



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=25711

3AMK-libraries

National Library

XAMK

Koskenee myös asiakasryhmäkohtaiset asetukset? - MinnaK: Mitä tällä tarkoitetaan. Asiakastyyppien määrityksissä on hold fee, jolla tarkoitetaan varausmaksua joka peritään varauksesta joka tapauksessa. Tässä toiminnossa tarkoitetaan maksua, joka peritään, jos asiakas ei nouda varaustaan ajoissa.

and this discussion in english

There is a hold fee -setting in patron categories, but it is a different thing. Patron category hold fee is charged when making a hold or when hold is picked up depending on system preference HoldFeeMode.

In this case we are discussing about fee that is charged if a patron does not pick up hold in time.

National Library: fines differ according to the patron category and by item type

DEVELOPMENT STATUS:  DOING
KCMinni (fork/pilot):NOT YET
KohaCommunity master:REQUESTED


2.2

#06: COMPONENT PART BIBLIOGRAPHIC RECORDS 

(e.g. a song on a CD)

Also, bound volume contains multiple items (several independent works bound together)



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=11175

3AMK-libraries

National Library

Tritonia

Varastokirjasto 

Jyväskylän yliopisto

Kansallisarkisto

Library of Statistics

How to test component part functionalities - instructions: Osakohdetoiminnallisuuksien testaaminen KV-versiossa

  • Is the Community Version solution, i.e. the structure of MARC field 773, suitable for the library's needs?
  • Will links in the current version work properly in the Community Version? In other words, will the records require conversion?
  • Are their tools for handling component parts missing in the staff interface? Is there a list of component parts in the host record (aka parent record) view?


National Library: both component parts and bound volumes

Tritonia: bound volumes, not a priority

Varastokirjasto: also bound volumes, not a priority. Music is important, and how they show in Finna. 

Jyväskylän yliopisto: bound volumes, music as it comes from Melinda

Kansallisarkisto: bound volumes

DEVELOPMENT STATUS:  DONE
KCMinni (fork/pilot):NOT YET
KohaCommunity master:NEED S/O

Implemented but missing review, see Bug 11175

1

#07: HOLDS ON BIBLIOS WITH DIFFERENT ITEM TYPES

Enable making holds on a bibliographic record when there are items available in the library but these items are not eligible for holds.  (Read the bug report for thorough explanation)



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=24683

Tritonia 

National Library 

Diak

Jyväskylän yliopisto 

Hanken 

3AMK


Tritonia, National Library, Diak, Jyväskylän yliopisto, Hanken: Critical

3AMK: We allow on shelf holds, but this is critical if unholdable item type prevents making holds for other item types of the same biblio

DEVELOPMENT STATUS:  DONE
KCMinni (fork/pilot):PUBLISHED
KohaCommunity master:DOING

Implemented. In testing on pilot servers.

1

#08: "HOLDS TO PULL" LIST PART1:

printing of "edition" under the title in the same field.



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=25699


HAMK

3AMK

Edition can be add to biblioitems -table by modifying Koha to MARC mapping settings.
After change, biblioitems -table must be rebuild in order to apply change to older records!

DEVELOPMENT STATUS:  DONE
KCMinni (fork/pilot):PUBLISHED
KohaCommunity master:IN MASTER

Implemented. In testing on pilot servers.
HAMK to confirm

1

#09: ANONYMIZED HOLD IDENTIFIERS

when patrons can go and pick up themselves their books on hold from a dedicated shelf, they find them by an identifier in the slip between the book. Name is not used for privacy reasons.



KC BUGZILLA: none

Tritonia

XAMK

Diak

On Koha-Suomi there is a systempreference AnonymizeOtherNames use for generating an anonymized code to Patron record Other names -field. The anonymized code is in the format xxxx-xxxx-xxxx (e.g. 1561-9855-2076) and is based on UNIX timestamp.

Other names -field is used for hold identifier.

Diak: Holds identifier / Other name -field in the patron record

DEVELOPMENT STATUS:  DONE
KCMinni (fork/pilot):PUBLISHED
KohaCommunity master:IN MASTER

Implemented. In testing on pilot servers.
XAMK to confirm

requires pasting code snippet to system preference IntranetUserJS. Code is found HERE

1.1

#10: SELF CHECK MACHINE STARTS THE HOLD INSTANTLY

RequireSCCheckInBeforeNotifyingPickups –pick-up notifications for holds not sent to patrons until an item has been handled by staff in intranet, even though the item has been returned using a self-service machine



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=12556

Tritonia

HAMK

National Library

XAMK

Jyväskylän yliopisto

3AMK

This bug fix made to Koha-Suomi is needed. When a book is returned by self service station and there is a reservation, the pickup notice should not be send until the book is returned again by staff. There is a syspreff for this feature in Koha-Suomi 
RequireSCCheckInBeforeNotifyingPickups.

https://tiketti.koha-suomi.fi/issues/856 / Automaatit ja varattu aineisto

There are some ideas of how to fix already discussed in KC BZ.

DEVELOPMENT STATUS:  DONE
KCMinni (fork/pilot):NOT YET
KohaCommunity master:NEED S/O


1.2

#11: DO NOT ALLOW SELF SERVICE CHECK OUT WHEN ON HOLD AND IN TRANSFER

https://tiketti.koha-suomi.fi/issues/3559 / Kuljetustilassa olevan varatun niteen voi lainata automaatilla

When book is returned on self service station and there is a hold to another branch for that book, the item is put to transfer. When AllowItemsOnHoldCheckout -syspreff is set Allow, any borrower can check out the item with self service station despite of the hold. Item stays attached to hold and items stays in transfer -state. 



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=25690

HAMK

XAMK

3AMK

Bug fix needed: The system should not allow item check out on self service station when item is attached to hold and item is in transfer -state (item is in BranchTransfers -table and .

DEVELOPMENT STATUS:  DOING
KCMinni (fork/pilot):NOT YET
KohaCommunity master:REQUESTED

in development

1

#12: CCODE AND SHELVING LOCATION IN CIRCULATION RULES

Add new ccode and shelving location based circulation rules. This was including db, filtering, and tests.
ccode and shelving location added.



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=17593



DEVELOPMENT STATUS:  DONE, TEST
KCMinni (fork/pilot):PUBLISHED
KohaCommunity master:REQUESTED

Implemented. In testing on pilot servers.

3.1

#13: LOG OF READING PATRON PERSONAL INFORMATION

Is Koha-Suomi version there is logged every view of patron personal information. That is not happening in the community version



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=25673


More information on viewing patron information is gathered here Viewing of patron information. We ought to make a decision on what to log when viewing personal information.


DEVELOPMENT STATUS:  IN QUEUE
KCMinni (fork/pilot):NONE
KohaCommunity master:REQUESTED


1.5

#14: "HOLDS TO PULL" LIST: FURTHER CHANGES

The publication year should be shown. MARC fields 260c, 264c.



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=25798


(list of holds patrons have made on items in stacks, helps in picking up these items)

Circulation → Holds to pull

/cgi-bin/koha/circ/pendingreserves2.pl (Koha Suomi -version)
/cgi-bin/koha/circ/pendingreserves.pl (community -version)
Copyright year can be add to biblio-table by modifying Koha to MARC mapping settings.
After the change, bibliotable must be rebuild in order to apply the change to older records!

DEVELOPMENT STATUS:  DONE
KCMinni (fork/pilot):PUBLISHED
KohaCommunity master:SIGNED OFF

Implemented. In testing on pilot servers.
HAMK to confirm

1.4
#15: HOLDS QUEUE LIST

The edition should be shown.



KC BUGZILLA: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=25799


Edition can be add to biblioitems -table by modifying Koha to MARC mapping settings.
After change, biblioitems -table must be rebuild in order to apply change to older records!
DEVELOPMENT STATUS:  DONE
KCMinni (fork/pilot):PUBLISHED
KohaCommunity master:PASSED QA

Implemented. In testing on pilot servers.
HAMK to confirm

Migration pipeline

TaskStatus
Creating DB schema transformation definitionsDone
Creating script to run before the Koha DB upgrade script, based on the definitions aboveDone mostly, except for those waiting library feedback. Successful test conversion done with HAMK
Script to do post-db-upgrade transformations in DBNot started (might not be required)

Notices from testing migration

DateDescriptionNoteReported byTesting environment
May 26thall tables show different timestamp (-3 hours) on migration database than on current database (f.ex. action_logs.action_id 1586094 has timestamp 2020-05-12 03:00:17 on current database and 2020-05-12 00:00:17 on migrated databaseSystem time on HAMK testing server is set on wrong time zone.Minna KivinenHAMK
May 27th

On current version there is action_logs_cache table containing all actions, such table does not exist in version 19.11. Action_logs -table contains only actions for 6 months.

This might have affects on our current way to calculate last years statistics using action logs.

Is it Koha-Suomi version feature that 6 months older action_logs events are moved to action_logs_cache? Should action_logs_cache table to be migrated to action_logs -table? If so, does it have some affects to performance?


Minna KivinenHAMK
















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