Soprano Blog

Soprano release 28th June 2017

We’re pleased to announce that the version of Soprano that has been in preview recently has now been released to the live service.

Details of the inclusions are given in the release notice on the Soprano blog.

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog, on the Soprano forum and Soprano Ideas or contact your Account Manager or the Soprano team directly.

Soprano release preview 15th June 2017

We’re pleased to announce that the next release of Soprano is now available for preview.
This release includes:

  • General
    • Search results – more detail
  • Purchasing
    • Viewing the orders for a work
    • Improvements to the Create Order form
    • Copying an order
    • Order State Filter
    • Supplier reports
    • Order notes
    • Navigating from orders to invoices
    • Receipting improvements
    • Cancelling items on a part received order
    • Shelfmark in Orders
    • New messages when invoice payment or order confirmation fails
    • Last edit information
    • Improvements to the Create Open Order form
    • Deleting an invoice
    • Funds improvements
    • Change the work on an order
    • Claim missing issues for Open Orders
    • Purchasing fixes
  • Circulation
    • Borrower Loans display more information
    • Item sets
    • Circulation fixes
  • Cataloguing fix
  • Operator Profile – View your permissions
  • Tills fixes

 

General

Search results – more detail

Soprano now gives more detail in search results for Resources,  and also in the Recent Activity list. More of the title is displayed with longer titles wrapping over two lines, and edition statements are displayed. Labels are given for the elements after title and authors, for clarity. There is also a concise availability statement giving the site and shelfmark for one site, with preference for the current site, where there is at least one available copy.

Purchasing

Viewing the orders for a work

You can now see the orders for a work on a new Orders tab. You can click on an order in the list to display the full record in Orders.

Alternatively you can click the View In Purchasing button, which carries out a search in Orders on the bib ID of the work.

 

Improvements to the Create Order form

The following fields have been added to the Create Order form:

  • Currency
  • Notes
  • Order type
  • Supplier instructions

You can now order copies for multiple sites and split the cost between funds if required. When you select a fund the amount available to spend is displayed.

 

Copying an order

A Copy This Order button has been added to the Order form to enable you to quickly create a new order from an existing one.  The supplier, price and copy information will be copied into the Create Order form unless the original order is cancelled, in which case the supplier will not be copied.

 

Order State Filter

The four buttons for filtering orders by order state (All, Active, Proposed and Part Complete) have been replaced by a list that includes several new options, including Cancelled to list cancelled orders. Three options linked to supplier reports are outlined below.

 

Supplier reports

The order status reports sent by suppliers now appear in Soprano. The Reports tab on an order record displays a list of the reports with the latest at the top.

The latest report also displays on the Orders list and is indicated in the state of the order on both the form and the list.

You can quickly bring up a list of orders reported as cancelled or not accepted by the supplier by selecting either the View orders cancelled by supplier task on the Home page or Cancelled by  Supplier from the Filter by Order State list. The orders can then be cancelled individually or using the Cancel All button.

Filtering by the order state Requires Reviewing displays a list of orders with specific reports attached. These are reports that may require you to take action, such as Order line accepted, substitute product will be supplied or Order line held: note price change.

The filters Cancelled by Supplier and Requires Reviewing check for EDI reports only on the assumption that you will take any action required (e.g. cancellation) at the point of adding a manual report. Another filter, With Reports, shows orders with reports added manually as well as via EDI. The filters take into account the last thousand reports added. Reports added manually show on the Reports tab of the order and in the State column.

 

Order notes

Order notes are displayed on a new Notes tab on the order form.

 

Navigating from orders to invoices

There is now a button to enable you to move directly from an order or open order to the invoice(s) it is linked to. The button shows the number of invoices concerned.

 

Receipting improvements

A message now displays when an item is successfully receipted on the Order form. This advises you what to do with the item if necessary. In this example the item has automatically been put in transit to its home site because Auto Transit is enabled:

If you receipt an item in error you can now undo the receipt provided the item is at Received status. An Undo Receipt button displays against the item on the Order and on the Item screen.

 

Cancelling items on a part received order

A Cancel button now appears against the outstanding items on a Part complete order.

 

Shelfmark in Orders

The Shelfmark column in the Items list on an order is now populated.

 

New messages when invoice payment or order confirmation fails

A more meaningful message now displays if paying an invoice or confirming a proposed order fails.

 

Last edit information

When and by whom an order or open order was last edited now displays in the record header.

 

Improvements to the Create Open Order form

The following fields have been added to the Create Open Order form:

  • Currency
  • Delivery site
  • Notes
  • Order type
  • Subscription start
  • Subscription end

When you select a fund the amount available to spend is displayed.

The button for accessing this form has moved from the Open Orders tab on a serial work to the work header.

 

Deleting an invoice

A Delete button now displays on the list of invoices and the Invoice form for an EDI invoice at Potential status. This changes the status of the invoice to Deleted to enable it to be removed from the database by the edi_inv_delete.pl script.

 

Funds improvements

Soprano now distinguishes between the Closed and Not Active fund statuses and it is possible to filter funds by status.

The Create Fund button is also new. This gives you a form for creating a base fund.

The commitment and expenditure warnings can now be amended. Select the pencil control to bring up the edit form.

The Members tab on an aggregate fund has been enhanced to show the full hierarchy of funds rather than just listing the top-level members.

Change the work on an order

Sometimes you need to change the work being ordered; for example when the supplier reports that a new edition is available.

Next to the work title in the header of an order a pencil control now allows you to open a form where you can select an alternative work. The form comprises a search box and a list of results with the option to select a result as the new work; there is also an option to create a new work. By default the results of a search by the title of the original work on the order are shown.

 

Claim missing issues for Open Orders

Under the Holdings tab for a serial work there are two new columns: Expected Date and Claims. The Claim button in the Claims column creates a Potential claim. An alert to view all claims (Potential, Active and Sent) for issues in subscriptions for the current site is given at the top of the Holdings list, with a link to view them.

You can click the Claim button on a Potential claim to make it Active so that it will be sent to the supplier.

On the Home page under Purchasing a new option Review potential claims displays for enabled operators. It gives you a list of all potential claims concerning Open Order Subscriptions for the current site. A potential claim may be generated automatically with reference to the prediction pattern where the issue is late or has been skipped (the next issue has been received), or it may be generated ‘manually’ as described above. You can ‘Accept’ a claim to make it active so that it will be sent to the supplier, or you can reject it. The serial work description is linked to the work page allowing you to review the holdings to help make a decision.

 

Purchasing fixes

Cancelled order items. Items now display on a cancelled order instead of the message ‘There are no items on this order yet’.

Invoice Pay button. The Pay button now displays on an invoice that just has a charge on it provided the charge amount matches the amount payable.

View proposed orders. The task View new quotes has been renamed View proposed orders.

Acquisitions breadcrumb trail. When you’re at a detailed level in acquisitions, the breadcrumb now includes the area you’re in (such as Orders, or Funds) as a separate part of the breadcrumb trail, and you can click to go back to that level.

 

Circulation

Borrower Loans display more information

More information is displayed in the list of a borrower’s current loans (under the Borrower > On Loan tab). The item barcode is now in with the Item Description, and there are two new columns: Loan Type and Renewals. The Renewals column shows the count of renewals and the quota; this can be toggled between unseen and seen renewals by checking or unchecking the Renew As Seen box at the top of the list. When the item is reserved this is alerted with a count of the reservations in a label under the Due Date. The column heading of the check box column at the end of the rows is now All / None and you can click each of those words to check or uncheck all of the boxes.

 

Item sets

It is now possible to link together items into a set which can be issued and returned together. This feature requires Local Data Services (LDS) version 2.8.

Creating an item set

Create a Work and an associated Item to represent the set. On the Item Detail page a new button is provided: Convert To Set.

When you press the button Soprano confirms that the item has been converted to a set and it prompts you to add items to the set by entering their barcode numbers under a new tab, Contents. A blue label Item set in the header indicates that this item represents a set, whenever you view this item.

Note: Once an item has been converted to be a set parent it cannot be changed back again.

Items added to the set display in a list below the input field.

You can select a child item in the list to view its item detail page. Membership of the set is indicated in the item detail page header by a blue label In item set, together with the set name (the title of the work for the set), which is a link to the set parent item. A button allows you to remove the item from the set.

 

Issue and return an item set

Currently to issue an item set you issue each item in the set. A notice is given with a Confirm button: Item is part of a set – issuing this item will issue the parent too.

Similarly, to return an item set you return each item in the set. A notice is given with a Confirm button: Item is part of a set – returning this item will return the parent too.

Further development is planned to streamline the item set issue and return workflows.

 

Circulation fixes

Return ILL item from loan. You can now return an ILL item from loan to a borrower. A notice displays in the transaction outcome row that the item is an inter-library loan, alerting you to return it to its home site from where it can be returned to the supplier, rather than shelving it.

 

Reserve: entering the borrower number. On the reserve page with the item already present (typically having come from pressing the Reserve button on the Work), the focus is now in the Borrower Barcode input box so all you need to do is scan the borrower’s card. When you enter the borrower number the reservation is no longer immediately placed. This allows the warning of a charge to be displayed and for you to select the Collection Site before pressing the Reserve button to submit the reservation.

Dummy loans no longer displayed in Item History. When an item that is not on loan is ‘returned’ at a self-service point or in Alto, this transaction has been shown as a loan in Soprano Item History with the borrower shown as ‘DEFAULT’. Such transactions no longer display as loans.

Item barcode issues. You can now create a new item without a barcode, for example for an ebook or a non-loanable item. When you add a barcode to an item, Soprano now disallows it if the barcode already exists.

 

Classification disappearing from item shelfmark – fixed. Editing the item header information no longer results in the classification in the shelfmark disappearing.

Edit a borrower’s email address. We’ve fixed the bug where this deleted the email address.

Create borrower when change borrower photo not allowed. Global permission to change borrower photos is configurable in the Admin Console for each Soprano tenancy. When not allowed, some fields in the Create Borrower form could not be edited – this is now fixed.

Limited Access Sites and Reservations. To support libraries that loan between limited access sites and other sites, Process Reservations now allows you to transit reserved items between a limited access site and another site, or between two limited access sites.

Column heading labels in issue, renew, return. In the outcome rows in Issue, Renew and Return, the column headings ‘Fee’ and ‘Messages’ have been changed to ‘Charges’ and ‘Notices’ to use established terminology and to avoid ambiguity.

Offline transaction update problem fixed. Transactions recorded offline were failing to update when connectivity was restored if the user had moved to a different page, typically by signing in again when connectivity was available, with Soprano sending the transactions when on the Home page. Such updates now succeed.

Performance. Borrower search now requires at least one alpha numeric character, to avoid a slow response response when only non-alpha-numeric characters were entered.

Item Query alert icon. A specific icon indicating that the item has a query is now displayed in the item description area of the item header. This is in addition to the existing alert and information about the query given between the item description area and the action buttons.

 

Item Home Site label. The label for the site of an item as displayed in the Item header has been changed from ‘Current Site’ to ‘Home Site’, reflecting common terminology.

Borrower near expiry alert in Issue. An icon alerting that the borrower is near their expiry date is now displayed in the borrower card in the Issue Items page.

 

Cataloguing

Upload MARC record fix. This fixes the bug where Soprano went offline when uploading a MARC record replacement.

 

Operator Profile

View your permissions

In the black ID bar at the top of Soprano you can already click on your name and the cog icon to open your operator profile page where, if enabled, you can change your password. That profile page now includes the complete list of Soprano permissions indicating which of them are active for your operator profile at the current site. These permissions are expressed in Soprano terms; most of them are configured via the LMS SetConfig application.

 

Tills

Tills fixes

Refunds as negative amounts. Refunds in Tills are now shown in X Reports and Z Reports correctly as negative amounts, and with the correct total.

 

Connected till remembered by browser. We’ve fixed the bug so that your connected till is remembered in Firefox and IE (as well as in other browsers) when you close the browser then open it and sign in.

 

Local Data Services (LDS) requirements

Some of the new Purchasing features, and the Item sets feature in Circulation require LDS version 2.8. To request an upgrade to your LDS, please open a Support case.

 

To preview this release

You can preview this release by inserting ‘-demo’ into your tenancy URL after the word ‘soprano’: https://soprano-demo.capita-libraries.co.uk/{your tenancy name}. Please remember that it accesses your live data.

 

Release to the live service

This version of Soprano will be released to the live service on Tuesday 27th June 2017.

 

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the blog, in the Soprano Forum, or contact your Account Manager. To suggest and discuss additional features there is the Soprano Ideas Forum.

 

 

 

Watch the latest Soprano Development Update webinar

If you were unable to attend the Soprano Development Update webinar on Thursday 11th May or would like to review what we covered then you can catch up on the latest developments by watching the video of the webinar, below, or by downloading it.

The webinar covers numerous developments coming soon, chiefly in Acquisitions but some also in other areas, including:

  • View Orders for a Work
  • View Notes and Reports on an Order
  • View and manage Orders cancelled by supplier
  • More detail in Create order
  • More information when paying an Invoice fails
  • Control over verifying and paying by the same person
  • Additional fields on Open Orders
  • Messages shown when receipting issues
  • Filter Funds by status
  • Create Fund
  • Manage Claims for journal issues
  • Borrower current loans additional information
  • Alert when return item is an ILL
  • Till refund bug fix
  • Create Item without a barcode
  • View operator enablements
  • Local Data Services
  • and more

 

Soprano release 22nd March 2017

We’re pleased to announce that the version of Soprano that has been in preview recently has now been released to the live service.

Details of the inclusions are given in the release notice on the Soprano blog.

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog, on the Soprano forum and Soprano Ideas or contact your Account Manager or the Soprano team directly.

Soprano release preview 15th March 2017

We’re pleased to announce that the next release of Soprano is now available for preview.
This release includes:

  • Circulation exception handling
  • Borrower On Loan adjustments
  • Sorting borrower loan history
  • Re-use new borrower details as a template
  • Analysis and Interest in Create Borrower
  • Borrower type in borrower search results
  • Borrower expiry imminent – alert
  • Delete a borrower
  • Renewing loans – new features
  • Printing Reservation and Transit slips
  • Mark items as seen – exception alerts
  • Item statuses in drop down lists
  • Pick items for stock rotation
  • Reservations Pick List richer bib data
  • Offline developments
  • Circulation fixes
  • Local Data Services (LDS) requirements

 

Circulation exception handling

Many kinds of exception can occur in Issue, Renew and Return. The home site of a returned item may be elsewhere, or the item may be reserved for collection at the current site or at some other site. There may be a hire charge associated with an item being issued. A borrower wishing to renew a loan may be blocked due to excessive fines, or have reached their unseen renewal limit.

This release of Soprano handles a wide range of circulation exceptions, taking account of the operator’s enablements and environment variables to determine behaviour, and giving appropriate notices and options.

Soprano treats an exception as either Ignorable, Notifiable, Confirmable or Terminal. These categories determine the information and other content given in the transaction outcome row.

An exception is ignored when it:

  • Is not relevant to the transaction, such as in Issue or Renew when the item’s home site is not the current site
  • Can be dealt with silently, such as in Issue when the item is reserved by the borrower and the reservation can be automatically updated to Collected status
  • Concerns the borrower and is indicated as an alert on the borrower as displayed at the top of the Issue/Renew/Return page.

Exceptions Ignorable Issue Borrower exceptions

Notifiable exceptions do not warrant an interruption to the transaction but there is value in displaying an alert in the outcome row. This is often the case in Return Items, where there is usually no need to hold up the return transaction. An example in Return Items is when the item’s home site is elsewhere. In Return and Renew when a fine is incurred the amount is displayed. In Issue or Renew when the borrower’s account expires before the loan due date, the alert text varies depending on whether the due date has been reduced to the expiry date according to the TAL_AUTOCHOP environment variable setting.

Exceptions Notifiable Renew Autochop

Exceptions Notifiable Return Send to home site

Confirmable exceptions interrupt the transaction and require confirmation to be completed. They allow the operator to decide whether or not to go ahead, perhaps in some cases after consulting the borrower. They are usually exceptions where the operator has an override enablement. Examples in Issue and Renew include where the borrower is blocked or has reached a limit, or a charge will be incurred.

Exceptions Confirmable Issue Hire charge

Exceptions Confirmable Renew Blocked borrower

In Return there is less reason to interrupt the transaction, but it occurs when the item has a message, which may be about checking that everything is present and correct.

Exceptions Confirmable Return Item message

An exception is terminal when it cannot be overridden by any operator. Some cases in Issue and Renew are where no due date can be found because there is no loan rule or because the rule disallows issue or renewal, perhaps because the item is reserved or because of the item type and/or borrower type. In these cases the operator may be able to try again with a manual due date.  Other examples include where the item is reserved awaiting collection by another borrower; the item is already on loan; and, the borrower’s account is expired or deleted.

Exceptions Terminal Renew Item reserved

In this example the notice that the ‘Item is reserved – due date may be restricted’ is superfluous and we’ll stop it from displaying in a future release.

Exceptions Terminal Issue Borrower expired

Supervisor override

When an exception could be overridden but the operator lacks the required enablement, or their override level is insufficient to override a borrower or item message, then Soprano offers the option for a supervisor with the required enablement or level to sign in and complete the transaction. The session of the original operator is temporarily suspended. Several transactions can be overridden in this way at once by selecting the required outcome rows. When completed (i.e. after pressing the Override button), the supervisor is automatically signed out and the original operator’s session is resumed. The transactions are logged in the database as created by the supervisor.

Exceptions Supervisor override

The following video (nine minutes) gives an introduction to the handling of exceptions in Soprano:

 

 

Borrower On Loan adjustments

The On Loan tab is now placed first and is the default open tab when you visit a borrower page. It has switched places with the Profile tab.

Under the On Loan tab there is no longer the option to Return the item. You probably have the item in hand, so you can go to the Return Items page via the button in either the Home page or the Resources page, and scan the item to return it.

 

Sorting borrower loan history

You can now sort a borrower’s loan history. Click the column headings to sort, descending or ascending, by Title, Author, Borrowed date or Returned date. The default order is Returned date descending.

Borrower loan history

 

Re-use new borrower details as a template

When you create a borrower record you now have the option to carry forward some data from this record to the next. This would, for example, expedite the enrolment of a family.

Re-use borrower details option

Clicking Reuse Borrower Details brings up a new borrower form with the following fields populated from the previous record:

  • Last name
  • Guarantor
  • Borrower type
  • Home site
  • Department
  • Postcode
  • Address details
  • Phone number
Re-used borrower details in new borrower

Re-used borrower details in a new borrower form, showing the fields that have been populated from the previous record.

 

Analysis and Interest in Create Borrower

The create borrower form now includes fields for adding Analysis and Interest labels. They behave the same as the existing fields in the Borrower > Information > Membership edit form – click in the field to get a menu of labels to select from. You can add multiple labels into each field, and remove individual labels.

Analysis and Interest in Create Borrower

 

Borrower type in borrower search results

The Borrower Type now displays instead of Status in the borrower search results list.

Borrower type in search results

 

Borrower expiry imminent – alert

When a borrower’s account is due to expire within one month, Soprano will now display an amber alert on the borrower picture and against the expiry date under the Information tab.

Borrower expiry imminent alert

Clicking the Reset button will update the borrower’s expiry date in accordance with your configuration settings.

 

Delete a borrower

Borrowers can now be set to Deleted status in the borrower header edit form. Select the pencil control to open the edit form. Two radio buttons are displayed at the bottom of the form, allowing you to switch the status between Active and Deleted.

Borrower status in edit form

At Deleted status it is no longer possible to issue anything further to the borrower, or renew anything they have on loan. It is possible to return items that may be on loan to them – the borrower information is displayed in grey and their deleted status is indicated.

Borrower status alert in Return

 

Renewing loans – new features

Soprano now has a dedicated page to renew loans. You can access it via a new Renew Items button on the Home page and the Resources page.

Renew Items button on Home

You can quickly renew loans by scanning the item barcodes. You can specify whether a renewal is seen or unseen (the default is Seen) and you have the option to set a manual due date.

Renew loans page

Renewal from the borrower On Loan page also now includes the Seen/Unseen setting and the option to set a manual due date. Instead of the Renew button against each item you now find a tick box, and there is a Renew Selected button instead of Renew All. Loans are selected for renewal by default unless they were issued today and are not due back today.

Renew borrower loans

The Renew Selected button takes you to the new Renew Items page with the outcome(s) displayed.

 

Printing Reservation and Transit slips

When satisfying a reservation or transiting an item for a reservation the system now offers the option to print a slip to go in the item.

Print slip Satisfy reservation

Print slip Transit for reservation

 

Mark items as seen – exception alerts

When an item is scanned in the task Mark item as seen Soprano will now report the following conditions and offer options to resolve them:

  • The item is in transit
  • It is on loan
  • It belongs to another site
  • It has a query
  • Its status has the code WDN

Mark items as seen - exception alerts

 

Item statuses in drop down lists

The drop-down list of item statuses that can be assigned in the Update item status task and in Add Item has been amended to exclude values that are reserved for use by the system, such as Order Sent and Received. Furthermore, when Soprano finds that the current status of the item is such that the requested change is not valid, it gives a notice indicating that the change has not been performed – for example, when the current status is 10 meaning ‘Query’.

 

Pick items for stock rotation

The Home page has two new options:

  • Pick items for stock rotation
  • Pick items for stock rotation in area

Stock rotation Pick items options

The Stock Rotation Pick List shows the items that are due for stock rotation and that are on the shelf at the login site. Select Pick items for stock rotation in area to choose which area of the library (defined in Manage areas) you want to look in for items due for stock rotation, or select Pick items for stock rotation to see the list for the whole site.

The list is the equivalent of the pick list produced by the script item_rotate.pl except that it excludes items which are in transit.

At the shelf, as you find each specific copy (the barcodes need to match) you can use the tick to remove the item from the list or the X to move it to the bottom of the list if you have not found it.

Stock rotation Item pick list

Having collected items from the shelves, the next step is to Process picked items (in Tasks). Here you scan each item and Soprano directs you to put it into transit to its new home site.

Stock rotation Process picked item

If required, an item can be issued to someone after it has been put into transit. Soprano automatically takes it out of rotation transit and issues it to the borrower. When it is returned, Soprano will either automatically set it in transit and indicate that it should be sent to the relevant site for rotation (when Auto-transit is set on), or offer a Transit button (when Auto-transit is set off).

Stock rotation Return Auto-transit

When the item arrives at its destination site you need to scan the item in Resources to display the Item details page and then click the Complete Transit button.

Stock rotation Item Complete transit

 

Reservations Pick List richer bib data

The item descriptions in the Reservations Pick List now have more title information and they include edition statements, enabling you to more easily identify the requested item at the shelf.

Res Pick List richer bib data

 

Offline developments

Terminology: Soprano Offline now uses the terms Issue and Return rather than Check-out and Check-in.

Offline_terminology

A new offline option has been provided for renew. When selected you are prompted to enter the borrower and item barcode to record the renewal and then click the Renew button.

Offline_renew1

The system confirms that the renewal has been recorded.

Offline_renew2

The offline queue information has been updated to show an estimate of the amount of space remaining on the device. This displays whenever the queue is accessed.

Offline device capacity

 

Circulation fixes

  • The Return Items page now displays a row for each item returned rather than just the last two items. The row now includes the item barcode. The display persists until the operator moves away from the page or it times out.

fix1

  • The Process Reservation button no longer displays when a reserved item is returned if the reservation is not yet effective.
  • A borrower without a primary course is no longer assigned the first entry in the list of courses when their details are edited. The Primary Course field displays ‘No Primary Course’ when the record is being edited and it is blank when the record is saved.
  • The ILLs tab on a borrower record now shows the correct report if more than one report is received on the same day by taking account of the time the report was added.

 

Local Data Services (LDS) requirements

The exceptions handling work in this release has built on a structural change that we introduced in LDS 2.0. That means that, with this Soprano release, LDS 1.x is no longer supported. This realises a change that we initially gave notice about in a blog post last July.

As always, the new Soprano features work best with the latest version of LDS, currently LDS 2.6. Further improvements, chiefly more informative handling of some of the exceptions, will come with LDS 2.7 which will be available after this Soprano release is live.

 

To preview this release

You can preview this release by inserting ‘-demo’ into your tenancy URL after the word ‘soprano’: https://soprano-demo.capita-libraries.co.uk/{your tenancy name}. Please remember that it accesses your live data.

 

Release to the live service

This version of Soprano will be released to the live service on Wednesday 22nd March 2017.

 

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the blog, in the Soprano Forum, or contact your Account Manager. To suggest and discuss additional features there is the Soprano Ideas Forum.

 

Watch the latest Soprano Development Update webinar

If you were unable to attend the Soprano Development Update webinar on Wednesday 18th January or would like to review what we covered then you can catch up on the latest developments by watching the video of the webinar, below, or by downloading it.

The webinar covers:

  • Demonstration of recent features, including aspects of:
    • Circulation
      • Manage reservation shelf — Pick reserved items improvements — Filters on Borrower ILL Requests and Reservations — Borrower Add a charge — Borrower Notifications — Resources search improvements — Item Query
    • Inter-library loans
      • Manage ILL Requests — Process unverified requests
    • Purchasing
      • Create Invoice/Credit note
  • In development, coming soon:
    • Renew with seen/unseen, manual due date, etc
    • Circulation exception handling

Since the webinar ran out of time, we’ve made a follow-up video, further below, to give you a more complete view of the circulation exception handling features that are coming soon.

 

Circulation exception handling video. Please note: a more up-to-date remake of this video is available in the release notice for the March 2017 preview release of Soprano.

 

Soprano Development Update Webinar 18th January 2017

To keep up to date with the latest Soprano developments please register for the webinar on Wednesday 18th January 2017 at 2.00 pm. This free webinar is open to all customers.

In this webinar we’ll demonstrate the latest Soprano developments, explain what’s coming next and give you an opportunity to raise any specific questions that you may have.

Please click here to register for the webinar.

After registering you will receive a confirmation email containing information about joining the Webinar.

In the meantime you can keep up with the latest Soprano news and information on the Soprano blog and on the Soprano Forum, and propose and discuss ideas in Soprano Ideas.

Soprano release 14th December 2016

We’re pleased to announce that the version of Soprano that has been in preview recently has now been released to the live service. Details of the inclusions are described in the preview release notice.

Update. This release switches off Query functionality when your LDS version is between 2.4.0 and 2.5.0 to avoid a serious issue that was discovered and could potentially occur in other libraries. This also affects the Transit feature since it is logically connected with Query functionality.

Both Query and Transit are restored when you have LDS 2.6, which is available now when you open a Support case to request it.

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog, on the Soprano forum and Soprano Ideas or contact your Account Manager or the Soprano team directly.

Soprano release preview 7th December 2016

We’re pleased to announce that the next release of Soprano is now available for preview.
This release includes:

  • New Home page derived from Tasks
  • Faceted search results
  • Spelling suggestions
  • Other search improvements
  • Work Holdings display changes
  • Default home site in Create Borrower
  • Borrower Reservations list filter
  • Circulation and Stock Management fixes
  • Create Work MARC record mappings
  • Inter-Library Loans display changes
  • Invoices
  • Displaying a fund
  • Funds list
  • Open Orders list
  • Serial holdings filters
  • Acquisitions fixes
  • Performance improvements
  • Various security fixes

 

New Home page derived from Tasks

The Tasks page has been re-labelled Home, its contents have been re-organised and it is now the first tab and the default page when you sign in.

The Borrowers and Resources search boxes and action buttons are included at the top of the Home page, enabling you to search or initiate other key actions directly from this page. These are subject to the same enablements as on the Borrowers and Resources pages.

The tasks continue to be relevant to your location and subject to your enablements (more on this under ‘Circulation and Stock Management fixes’, below). The Purchasing and Inter Library Loans groups of tasks remain the same; the other tasks are now divided into two, more clearly defined groups: Reservations, and Stock Management.

home-page

 

Faceted search results

Facets for Location, Format and Collection are now available to refine search results. They are given as drop-down menus below the search box, showing the top five terms. Your current location is given as the first option in the Location facet menu (when it has at least one result) followed by four more in frequency order, enabling you to quickly limit results to the current location to help users find a local resource.

Your facet selections are shown above the search box, since they set the context of your search. They are retained on a new search, enabling you to explore within a limited set such as items in your branch library. You can remove selections in random order by clicking the x next to a selection either on the line of selections or in the relevant facet menu.

facets

 

Spelling suggestions

Soprano now offers an alternative spelling of your query where appropriate, in the form: You could try this search instead: {alternative}. It works with single and multiple word terms; for example: ‘cognative psycolgy’ gets the suggestion ‘cognitive psychology’. Suggestions are given both when there are no results and when there are some results where the alternative also has substantial results.

spelling-suggestion

 

Other search improvements

When you open the new Home page the cursor is in the Borrower search box by default, enabling you to immediately enter a query (if you’re enabled) or scan a borrower’s barcode. Similarly, when you open the Borrower page or the Resources page the focus is in the search box.

We’ve made single-word formats and locations searchable as keywords without needing expert qualifiers. For example testament dvd bromsgrove. We’re continuing to work on enabling this also for multi-word terms and names.

 

Work Holdings display changes

The Holdings tab is now the first in the line of tabs for a Work and it is the one that is open by default whenever you access a Work detail page.

Front line user services staff tend to be only interested in items that users can access and use, whilst other items, such as those that are withdrawn, can be a hindrance in the Work Holdings list. On the other hand, having a complete picture can be important for acquisitions and cataloguing work.

To help with this we’ve provided two filter options at the top of the  Work Holdings list: Active and All. The default is Active. The buttons include the count for each category so that you can see if there are more in the All category. The Active category is filtered according to the TAL_IN_STOCK environment variable or else TAL_NOT_IN_STOCK, so you have control over which items are included or excluded according to their status. If neither environment variable is specified then Active displays all copies.

work-holdings-active

work-holdings-all

 

Default home site in Create Borrower

When you create a new borrower record the Home Site now defaults to the current location where you are signed in.

 

Borrower Reservations list filter

We’ve introduced a filter under the Borrower Reservations tab with options Active and All. By default the Active filter is selected, displaying only reservations at Waiting collection, Active and Not Yet Effective status. This will mean the page will load more quickly when there are many historic reservations.  To see all reservations including historic ones, select All.

 

Circulation and Stock Management fixes

Due date in fine charge fix

In the Current and All Charges for a borrower, where the type of charge is Fine, Soprano now displays the correct due date that was exceeded to incur the fine.

due-date-in-fine-charge

 

Add borrower photo fix

You can now add or change a borrower picture. Click/tap the picture area in the borrower header to navigate and upload an image from your local file system.

borrower-picture-upload1

 

Process reservations year published fix

Two-digit years occurring in the year published field of MARC records no longer trigger an error when scanning an item into Process Reservations.

 

Create borrower when no search results – fix

The Create Borrower button is now always displayed after a borrower search, including when there are no results, enabling you to immediately add the borrower.

create-borrower-when-not-found

 

Update item site task default site

The task Update item site on the Home page has a field Set site to, which now defaults to the current site where you are signed in, making it easier to perform the common job of changing the site of some items to the site where you are.

 

Suppressing Tasks on the Home page

It is now possible to suppress all the Tasks on the Home page. The enablements required for each task to display are given in the following table:

suppress-tasks

 

Manage shelves re-named to Manage areas
On the Home page we’ve re-named the Task Manage shelves to Manage areas to use the more accurate term ‘areas’ and to be consistent with its use already in lists.

 

Create Work MARC record mappings

We’ve improved the quality of the mapping of data from Create Work to the resulting MARC record. In the MARC Leader the Encoding level and the Descriptive cataloguing form now denote ‘Preliminary level’ and ‘ISBD punctuation omitted’. Field Indicator values are now set correctly. Dates, when entered, are now included in contributor fields (700/710/711 $d). Publication details now map to field 264, not 260. Multiple instances of notes fields are all included. Some LDS changes are in the pipeline to deal properly with fields 005, 035 and 040.create-work-marc-mappings

 

Inter-Library Loans display changes

The elements of an ILL request have been re-arranged to facilitate the request processing workflow. The header has been re-organised to show the requester first, to reduce the amount of information about the requested item and to include the supplier. Full details of the requested item are given under a Request tab.

request-main-view

Details of the request such as Supplier, Requirements, Delivery, Site and Dates are now re-organised under a tab labelled Fulfilment, whilst supplier reports are now included under a History tab.

ill-fulfilment

 

Invoices

Creating an invoice has been added in this release and as a result the way in which invoice lines display has changed.

The Invoices page now has a CREATE INVOICE button next to the search box.

create-invoice-button

This gives you a form for entering the invoice number, supplier, invoice and payment due dates, amount payable and invoice currency. There are Invoice and Credit Note radio buttons for specifying the type of record you are creating (Invoice is set by default).

create-invoice-form

When you click CREATE INVOICE, the Invoice page displays the details you have entered and you can add invoice lines and charges as required.

invoice-form

Clicking Add invoice line displays fields for entering the order number, unit price and quantity, and buttons for adding tax, charges and discount, together with Cancel and Save buttons.

invoice-line

When you type in the order number, information on the number of copies ordered and received and the unit price pops up.

order-info

Clicking on this transfers the information to the Unit Price and Quantity fields.

Invoice-level charges are added via the Add Charge or Discount button.

When the value of the invoice matches the amount payable the PAY button displays.

pay-button

Please note: invoice lines for part orders (i.e. where the number of items invoiced is less than the number of items on the order) and split rate VAT cannot currently be handled.

 

Displaying a fund

You can now bring up the record for a specific fund by selecting it from the list available on the Funds page.

fund-filter

 

Funds list

An Available column has been added to the Funds list to show at a glance the amount available to spend (i.e.  Fund Value minus Committed and Spent).

funds-list

 

Open Orders list

The list of open orders now includes a Funds column. To accommodate this, the Supplier column has been changed to display supplier codes rather than names. You can select a fund to go to the fund record.

open-orders-list

 

Serial holdings filters

Serial issues on the Holdings tab of a work can now be filtered by Location (i.e. delivery site) and/or Year only. The extraneous Volume and Issue filters have been removed.

holdings-filters

 

Acquisitions fixes

Search in Orders, Open Orders and Invoices is no longer case-sensitive. This means, for example, that entering order number zz16000001 will match order ZZ16000001 if it exists.

Purchasing and its subordinate options now only display if you have the requisite permission. This operator, for example, does not have permission to view funds so the Funds option does not appear.

permissions

The RECEIVE button on the Item page now works correctly. This displays when you enter the barcode of an item that is on order and you are logged in at the item’s home site.

 

Performance improvements

When you select a borrower’s Information tab the page should load more quickly.

 

Various security fixes

We continually seek to improve the security of our web applications. In this release we’ve fixed issues relating to JavaScript injection and implemented httpOnly and Secure for cookies where possible, which mitigates the cross-site scripting risk.

 

To preview this release

You can preview this release by inserting ‘-demo’ into your tenancy URL after the word ‘soprano’: https://soprano-demo.capita-libraries.co.uk/{your tenancy name}. Please remember that it accesses your live data.

 

Release to the live service

This version of Soprano will be released to the live service on Wednesday 14th December 2016.

 

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the blog, in the Soprano Forum, or contact your Account Manager. To suggest and discuss additional features there is the Soprano Ideas Forum.

 

Soprano Release 22nd September 2016

We’re pleased to announce that the version of Soprano that has been in preview recently has now been released to the live service. Details of the inclusions are described in the preview release notice.

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog, on the Soprano forum and Soprano Ideas or contact your Account Manager or the Soprano team directly.