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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.

 

 

 

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.

Soprano release preview 15th September 2016

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

  • Borrower Type displayed in Process Reservations
  • Performance improvements
  • ILL item barcode displayed in ILL form
  • Reading older Danish Model RFID tags in the Soprano Wrapper
  • Fund summary progress indication bars
  • Miscellaneous fixes

 

Borrower Type displayed in Process Reservations

The borrower display in the Process Reservations form now includes the borrower type. This allows you to identify cases such as distance learners where you may wish to post the item to the borrower rather than put it on the reservation shelf or transit it to another branch.

process-reservations-with-borrower-type

 

Performance improvements

A borrower’s reservations list should now load more quickly.  This will be more noticeable with longer lists.

 

ILL item barcode displayed in ILL form

When an ILL requested item has been received and a barcode has been entered in the item record, that barcode number is now displayed in the ILL Request form, letting you know that that part of the process has been done.

ill-form-with-item-barcode

 

Reading older Danish Model RFID tags in the Soprano Wrapper

Some RFID tags that date from before the rigorous standardisation that now exists can be problematic to read. Software that reads them needs to apply special treatment. This has now been implemented in the Soprano Wrapper (which enables Soprano to communicate with devices such as tills and RFID tag readers via the computer device being used to access Soprano).

 

Fund summary progress indication bars

The Fund Summary page includes progress bars illustrating the proportions of the fund that have been committed and spent. Problems with the display of the bars in some browsers has been fixed.

fund-progress-bars-in-ie

 

Miscellaneous fixes

  • In Borrower search, some issues with the correct retrieval and sorting of borrowers are now fixed.
  • In Create Work the work import feature is now working again rather than giving an error. From Resources, choose Create Work to get the Create Work form; put a new ISBN into the Identifier field and press Get Work.
    create-work-get-work
  • In the Orders list a bug where some orders would lack bibliographic data from the Work has been fixed.

 

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 Thursday 22nd September 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 12th August 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.

Soprano release preview 4th August 2016

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

This release includes:

  • Alert that an item is an inter-library loan
  • MARC record download and upload
  • Fund Summary  information re-organised
  • Performance improvements
  • Local Data Services (LDS) version notice
  • Miscellaneous fixes

 

Alert that an item is an inter-library loan

In the header of an item that is an inter-library loan some information is now given about that state, following the same pattern as for other states such as in transit. This includes a blue label ‘Interloan’ together with the request number, the requester’s name and the name of the supplier. Those three attributes are hyperlinked, allowing the operator to navigate respectively to the request, the requester, and the supplier.

Interloan alert

Local Data Services (LDS) version required: the current latest version.

 

MARC record download and upload

The option to view the MARC record for a work was released recently. Now, when viewing the MARC record, you have the options to download it as a file to your local machine, and to upload a replacement record.

The downloaded file is a MARC 21 record in the Format for Information Exchange (ISO 2709). It is named {BibID}.mrc, for example 123456.mrc.

The Upload option opens the file navigation window on your machine so that you can find and select the file to upload. It must be a single MARC 21 record in the Format for Information Exchange (ISO 2709) and the control number (in field 001) must match the BibID of the record that you want to replace. The file is checked for these requirements and an error message is displayed when the file does not conform.

This means that you could use a third party tool, such as MarcEdit, to edit a MARC record. Currently, if you want to ensure the record is valid in detailed ways, for example Leader and 008 lengths and values,  you would need to use an external validation tool.

MARC upload

LDS version required: the current latest version.

 

Fund Summary information re-organised

The Fund header no longer has the Committed and Spent dials, and the information under the Summary tab has been supplemented and re-organised to give appropriate information clearly.

The summary now shows:

  • Fund value: the amount, annotated with the Allocated and Carried forward amounts. On an aggregate fund the annotation also states the number of funds (including the current one) from which the Fund Value is summed
  • Committed: the amount committed for items that have not yet been paid for, annotated with the number of items.
  • Spent: the amount, annotated with the number of items and the amount as a percentage of the Fund value
  • Total committed: the amount, annotated with the number of items and the amount as a percentage of the Fund value
  • Uncommitted: the amount not committed from the Fund value
  • Notes: displayed on the right-hand side of the page

The Commitment and Expenditure warning amounts are displayed on a Base fund at the foot of the summary, as previously.

Base fund summary

LDS version required: 2.3 or higher (i.e. for access to Funds).

 

Performance improvements

We’ve made some changes that should mean that:

  • The Work Holdings tab page  loads more quickly
  • The Borrower Current charges and All Charges tabs pages load more quickly
  • The Invoices list and any filtered view of it should load more quickly.

LDS version required: As required for the specific features.

 

Local Data Services (LDS) version notice

In a recent blog post we clarified the relationship between Soprano feature areas and LDS versions, as well as the Alto/LMS version required for a given LDS version. The blog post also explains that soon Soprano issue, renew and return will no longer work with LDS versions 1.x, so you should ensure that you are running a minimum of LMS 5.7 and LDS 2.0 before September 2016.

To help remind you to upgrade, this release displays a notice when you sign in if your LDS version is lower than 2.0 and  your operator enablements include Utilities – limiting the notice to the more enabled staff. The notice tells you that your current version of LDS is unsupported and to contact us to arrange an upgrade. To continue working you can select any tab (Borrowers, Resources, etc.).

LDS version unsupported notice
Additionally, you can find out about your current version of LDS when you are signed in to Soprano by setting the URL in the browser address bar to

https://soprano.capita-libraries.co.uk/{tenant name}/support/version

If the version is lower than 2.0 then you will see the notice mentioned above.

If it is supported but not the latest then you will see a notice recommending that you upgrade.

LDS upgrade recommended notice

If it is up to date than you will see a notice confirming that.

LDS version up to date notice
LDS version required: Any.

 

Miscellaneous fixes

  • When there are no results for a filtered Orders list, rather than getting an error you now see in the results area a notice: ‘There are no orders matching your query’.
  • Reservation fees and miscellaneous charges are now listed with the correct type name on till receipts, rather than appearing as fines.
    Till receipt charges names
  • When submitting a newly created borrower the PIN is now saved.

LDS version required: As required for the specific features.

 

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 Thursday 11th August 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, which LDS does it need anyway?

Soprano has developed a lot over this past year, with many new features and functional areas being added to the application. We’ve been very successful in adding these new features in without impacting the existing Alto application (the one on your desktop). We have done this through releasing new content in the Local Data Services (LDS) in a manner which does not break existing applications.

Each new Soprano feature is typically dependent upon features released in preceding LDS versions, so many of the new Soprano features can simple be enabled where LDS is already up-to-date. The following table shows the LMS/LDS version dependency and the related Soprano features.

Alto / LMS Version LDS Version Soprano Feature Area
5.8 2.4 Item request, Rotation plans, Circulation defect fixes, Till defect fixes
5.8 2.3 Acquisitions improvements, Cataloguing improvements, Reservation Shelf Support, Borrower Notifications
5.8 2.2 Tills, ILLs, Acquisitions improvements
5.8 2.1 Subscriptions, Acquisitions, Receipting, ILLs
5.7 2.0 Operator Audit Trail, Operator Password Update, Borrower Messages, Transiting, Circulation defect fixes, Cataloguing defect fixes.
5.6.1 1.10 Cataloguing.

Capita have pledged to support the current and previous versions of our applications, and have done this to help encourage all our customers to receive all the latest software fixes, patches and new features, and also ensure application development is efficient through deprecation of old code that is no longer required.

One new feature within Soprano that is being developed at the moment is the ability to see and override exceptional circumstances while issuing, renewing or returning library stock. At present, all customer’s versions (known as tenancies) are configured with a default set of overrides, and if the operator has permission to apply these overrides, they are automatically applied. This is changing, so that the operator is asked to approve any override, giving visibility of the overrides being applied and assisting the librarian’s choice of whether applying the override is the right thing to do.

The complexity of this change means it is time to remove support for LDS 1.x – that’s any version of LDS 1 – from the issue, renew and return features of Soprano.

If you are using Soprano and have LMS version 5.7 or LMS version 5.8, you will be unaffected by this change and do not need to take any action. Soprano will continue to support LDS versions appropriate for the supported LMS releases.

If you are running LMS version 5.6.1 or older, you will need to upgrade to at least LMS 5.7 in order to retain the functionality in Soprano to issue, renew and return library stock.

If you are unsure which version of the LMS you are running, this can be seen at the top of the Alto application, as shown here:

The Alto version is displayed in the top left of the main Alto application window.

We intend to release the version of Soprano which no longer supports LDS 1.x near the beginning of September 2016. Please ensure that you are running a minimum of LMS 5.7 and LDS 2.0 before September 2016. If you have any questions, please raise a support case through the support portal or contact your account manager.

Soprano release 25th July 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.

Soprano release preview 15th July 2016

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

This release includes:

  • Item Query
  • Search for borrower by institution ID
  • Inter-library loans lists most recent first
  • Reservations Pick List sort order
  • Funds fixes
  • Performance improvements

 

Item Query

This feature becomes available with LDS version 2.4 and higher. LDS version 2.4 is now available – please open a Support case to request your upgrade.

You can now open, view, edit and close queries on items, subject to appropriate enablements.

To open a new query on an item a new button OPEN QUERY is provided in the Item header. It opens a form enabling you to select the query type and optionally enter a note.
Item Query add new
When the query is saved the item status is automatically changed to Query.  The query is displayed as the item state in the item header, with the option (pencil control) to edit it. If you have the environment variable (in Alto SetConfig) TAL_QUERY_FINESTOP=YES then any potential fine is fixed by storing it with the query details.
Item Query state display
In the work holdings list the STATUS and AVAILABILITY columns indicate the presence of the query.
Item Query in Holdings
When an Item with a query is not on loan you can close the query with a CLOSE QUERY button.
Item Query close not on loan
In Return Items when you return an item with a query the transaction outcome displays an action button CLOSE QUERY, indicating the presence of the query and taking you to the Item Detail page where you can view more detail about the query and close it. The message in the return item transaction outcome tells you of any fine due, including a fine that has been stored with the query.
Item Query in Return Items

 

Search for borrower by institution ID

You can now retrieve a borrower’s details by searching with their institution ID. This is in addition to the existing ways of searching  for a borrower, by name, barcode, postcode, date of birth and email address.

 

Inter-library loans lists most recent first

In the Inter-library loans module, accessed via Tasks, lists of ILLs (all, or filtered) are now sorted with the most recent first.
ILL sorted lists

 

Reservations Pick List sort order

We’ve overhauled the sorting of items by shelfmark in the Reservations Pick List and this fixes an issue with the sorting of a shelfmark with a class number that has no decimal places relative to those with the same number with decimal places.
Pick List sort order

 

Funds fixes

Some issues with funds are fixed in this release:

  • Action buttons (Add Money, Transfer Money, View Orders, View Open Orders) now display when the Transfers tab is selected on a fund
    Fund Transfers tab view
  • When transferring money between funds the Allocation amounts now always show two decimal places.

Fund Transfers Allocation amounts

  • When you press the button to Add Money to a fund, the fund you were viewing is now automatically selected from the drop down list of funds.

Fund Add Money

 

Performance improvements

We’ve made some performance improvements in loading the Orders page under Purchasing, and in the Tills area.

 

Local Data Services (LDS)

To benefit from the features in this and the previous release you will need the latest version of the Local Data Services (LDS), which is now 2.4. That, in turn, requires that you have Alto 5.8. If you need to upgrade, please open a Support case. Please note that Soprano will cease support for LDS 1.x soon.

 

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 Thursday 21st July 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 6th July 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.

Soprano release preview 29th June 2016

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

This release includes:

  • Transit in Return Items
  • Add a miscellaneous charge to a borrower
  • Borrower Charges details
  • View Borrower Notifications
  • Borrower exception alerts separated
  • Borrower Reservations queue position
  • Managing reservation shelves
  • Item Messages
  • RFID scanning for Issue and Return
  • Issue In Stock Items only
  • Link to newly created borrower
  • Inter-library loans
  • Link to Open Orders from Fund
  • Listing base funds and base suppliers only
  • Receipt items at branch
  • Edit Supplier
  • Circulation fixes
  • Acquisitions fixes

 

Transit in Return Items

This applies, in Return Items, to items whose home site is elsewhere and those that are due for stock rotation to a site other than the current site. It does not apply to reserved items – for them, the Process Reservations button is given, regardless of the collection site of the first reservation in the queue; transiting, if required, is managed within the Process Reservations page.

A new check-box option, Auto-transit, in the Admin Console > {tenancy} > Interface, is set on by default. It controls the automatic setting of an item to in-transit when it is returned. When you return an item whose home site is elsewhere, the item is automatically put in transit in the database, a message send to home site {name of home site} is given and a button RE-HOME AT THIS SITE is given, allowing you to counter the automatic action if required. It takes you to the Item detail page where you can press the CANCEL TRANSIT button which removes the transit and changes the item’s home site to the current site.

Transit to home in Return Items

When you return an item that is due for stock rotation to a site other than your current site, the item is automatically put in transit for stock rotation in the database, a message send to {name of home site} for stock rotation is given and the button RE-HOME AT THIS SITE is given.

Transit to rotate in Return Items

When the Auto-transit option in the Admin Console is set off, the behaviour is neutral – the operator must choose whether to re-home or transit an item that belongs elsewhere. The CHANGE HOME SITE button is given, indicating that your current site is not the item’s home site. You can go to the item by either pressing the button or clicking on the item description, and then you can either transit the item with the TRANSIT button, or edit the home site.

 

Add a miscellaneous charge to a borrower

Soprano now allows miscellaneous charges to be added to borrower accounts. To add a charge, on the borrower detail page select the Current Charges tab. A new button appears at the top of the list of charges: Add Charge.

Borrower add misc charge button

When you select the Add Charge button, a pop-up displays prompting you to enter the amount of the charge and a note explaining what the charge is for.

Borrower add misc charge form

Both the Charge Amount and the Charge Note fields are mandatory. Once you click the Add Charge button the form closes and the charge appears in the list of current charges and a confirmation message is displayed in the borrower header.

 

Borrower Charges details

More detail about a borrower’s current charges has been provided to help the operator explain a fine to a user. The action that triggered the fine is now given more precisely (Returned or Renewed) below the date the fine was accrued. The time has been added to the date. Under the type of charge, where it is a Fine, the due date and time is now provided in addition to the number of days overdue.
Borrower Charges detail

 

View borrower notifications

A new tab for a borrower, Notifications, allows you to see the list of notifications for that borrower. You can filter the list by Status (All, Active, Sent, Failed) and by Type (All, Routine, Marketing, Ad hoc).
Borrower Notifications list

Selecting a notification from the list displays the detailed view of that notification, in place of the list under the tab. A breadcrumb trail or the browser Back button allows you to return to the list. The detailed view includes a Content Preview, and a button enables you to open the full document.

Borrower Notification detail

 

Borrower exception alerts separated

Alerts to exceptions on a borrower are now displayed separately in the borrower header rather than in a stack on the borrower image. The illustration shows, from left to right: borrower account expires soon; owes £3.50; has one forced message; has two other messages; has 2 reservations ready to be collected; and has one overdue loan. The alert to expiring soon is new.

Borrower alerts separated

 

Borrower reservations queue position

The queue position is now shown in a borrower’s reservations list. It also indicates when the item is waiting collection.

Borrower reservations queue position

 

Managing reservation shelves

Soprano now presents a reservation shelf as a reservation shelf rather than as a borrower (it remains a borrower in the database).

In Tasks, a new option allows you to open the reservation shelf for the site where you are signed in.

Reservation Shelf option in Tasks

By default it is filtered to items that are due to be removed: those where the expiry date or last useful date is in the past, or whose status is Cancelled or Uncollected. In the Filter option at the top of the page you can opt to view all items on the reservation shelf.
Reservation shelf

The Expires column shows the soonest of either the date the item is due to expire from the reservation shelf or the last useful date of the reservation.

The Remove button on each item allows you to update the data to reflect the physical action of removing the item from the reservation shelf. It returns the item from loan to the reservation shelf and, if the  reservation status is Waiting collection, changes that to Uncollected. You can remove any item from the reservation shelf, not only those where removal is due. On pressing Remove, the item is removed from the list and a success message is displayed at the top of the page giving the title, author and item barcode, which has a link to the Item page.
Remove from Res Shelf Outcome

The Item page for an item on a reservation shelf has an alert to that fact, and an alert linking to the reservation on the reserving borrower’s page.
Item On reservation shelf

 

Item Messages

Standard item messages can now be viewed, added and deleted from the Item detail Notes tab in the same way that borrower messages can.

Item Messages

Ad-hoc messages can be added, edited (using the pencil control) or deleted (using the bin control).

 

RFID scanning for Issue and Return

Soprano communicates with RFID scanners via the Soprano Wrapper for Windows, which you can download together with the release notes from the Customer Support Portal.

In this release we’ve added:

  • Support for 2CQR RFID scanners
  • Interacting with the security header on tags that use AFI/AES security (including 3M and 2CQR) to unlock and lock them in Issue and Return respectively
  • Handling of multi-tag item sets: detecting that an RFID tag represents an item that is part of a set.

If an incomplete set is present Soprano continues with the transaction, displaying information about how many items were found and alerting to the missing items.

 

Issue In stock items only

The Issue button now appears on the Item page only when the Item Status is In Stock.

 

Link to newly created borrower

When a new borrower is created the success message pop-up now includes a link to the borrower’s detail page, making it easy to go to the new record to perform updates and transactions.

Create Borrower link to new Borrower

 

Inter-library loans

The Tasks page can now include Inter Library Loans options. To activate it, please refer to the Local data Services (LDS) section below, and contact your Account Manager.

ILL in Tasks

The two options, Manage ILL Requests and Manage Prism ILL Requests both take you to the list of your Inter-Library Loans, the second option filtered to unverified i.e. Pending status requests, enabling you to focus on requests submitted via Prism.
ILL Requests list

You can search by Request number, filter to only verified requests or only unverified requests, and you can filter to requests with specific statuses – select one or more statuses from the drop-down menu in the Filter By Status box. The Requester and Work for each request are linked to the Borrower and Work pages respectively. The Request Number opens the new ILL Request detail page, which currently allows you to view the details, navigate to the Work or Requester, or cancel the request.
ILL Request detail

The Supplier in the ILL list links to the new ILL Supplier detail page, which currently allows you to view the details and to list your ILLs filtered to that supplier.
ILL supplier detail

A new tab, ILLs, lists the ILL requests for a Borrower and a Work, with links to the ILL Request detail, the Work or Requester, and the Supplier. The list can show all ILL requests or be filtered to active requests.

ILL in Borrower
ILL in Work

 

Link to Open Orders from Fund

In addition to a View Orders button, The Fund Detail page now includes a View Open Orders button, giving you a list of Open Orders filtered by the fund.

View Open Orders for a Fund

 

Listing Base Funds and Base Suppliers only

When you filter by Supplier in Orders and Subscriptions, and when you filter by Fund in Orders, the list gives base suppliers or base funds only. Similarly, only base funds or base suppliers are listed in the relevant drop-down menus in Create Order.

 

Receipt items at branch

To enable receipting new stock at the home library, a Receipt button now displays on the Item detail page when Item Status is either Order Sent, Order Pending or Part Complete, the Item has a barcode and the Operator is signed in to the Item Home Site.
Receipt item at branch

Edit Supplier

With appropriate enablements, you can now edit the details in the supplier header and addresses.
Edit Supplier

 

Circulation fixes

  • The borrower charges alert is now displayed when a hire item with a hire charge is issued
  • Performance in loading parts of the borrower page and tabs has been improved
  • The focus in Process Reservations is now in the input box, which means that you no longer have to select the input box each time before you can enter the next barcode.

 

Acquisitions fixes

  • The View Orders button on Funds and Suppliers now gives all related orders rather than only active orders
  • In Create Supplier a number of fields are no longer mandatory. You can now quickly create a supplier with just a Code and Order Type, and complete it later. The form also now includes Contact Name and Account Code
  • Supplier postal address, Email, Phone and Order method fields now display data correctly.

 

Local Data Services (LDS)

To benefit from most of the features in this release notice, including all the new ones, you will need the latest version of the Local Data Services (LDS): version 2.3. That, in turn, requires that you have Alto 5.8. If you need to upgrade, 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 you live data.

 

Release to the live service

This version of Soprano will be released to the live service on Wednesday 6th July 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.