Soprano Blog

Archive for the 'Uncategorized' Category

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.

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.

 

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 Development Update Webinar 26th May 2016

To keep up to date with the latest Soprano developments please register for the webinar on Thursday 26th May 2016 at 2.30 pm. This free webinar is open to all customers.

In this webinar we’ll discuss the latest Soprano developments 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 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 Preview 17th February 2016

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

This release primarily delivers further development of the Acquisitions module, which we are currently testing and refining in collaboration with a few libraries prior to making it generally available.

This release includes:

  • Invoices
  • Open Orders
  • Fund detail
  • Filter buttons work without submitting search
  • List Orders from an Official Order Number on an Order
  • Stock Purchase Suggestions Order Number bug fix
  • Issue Item Manual due date bug fix
  • Return Items Manual due date bug fix
  • Issuing items from the reservation shelf, bug fix
  • Borrower Charge waivers display, bug fix
  • Serial Work header ISSN
  • Various other fixes to functionality and styling

Invoices
We’ve added an Invoices option to the sub-menu under Purchasing. This gives you a list of your invoices in date order latest first.
The list columns are Invoice Number, Date, Payment Due date, Amount Payable, Supplier and Status.
You can filter by Supplier and Status, and search by invoice number.
Invoices list
You can select a row to view an invoice in detail. Within the invoice you can select an order line to go to the order.
Invoice Detail

Open Orders
We’ve added a Subscriptions option to the sub-menu under Purchasing. This gives you a list of your Open Orders sorted by Order Number descending. The list shows Order Number, Effective Date, Work Information, Price Per Annum, Subscriptions (quantity), Supplier and State.
You can filter by State and Supplier, and search by Order Number, Supplier Ref or Official Order Number.
Open Orders list
You can select a row to view an Open Order in detail. Within the open Order you can select the Work to view its page and follow the e-resource link when there is one. The Subscriptions are listed and you can link to a Fund from a Subscription line.
Open Order detail

Fund detail
You can now select a Fund from a list to view it in detail. In addition to summary information about amounts, you can view a list of Orders against a base Fund and view a history of transfers including links to the Funds to or from which amounts were transferred. With an aggregate Fund you can list and link to the member Funds.
Fund detail

Filter buttons work without submitting search
Filter buttons now work as soon as you click/tap them, without having to click/tap the search submit button. This includes the Orders filter by Type (Active Orders / Supplier quotes), the Funds filter by type (All/Base/Aggregate) and the Suppliers filter by active (On/Off) and by type (All/Parent/ Base).

List Orders from an Official Order Number on an Order
On the Order Detail page you can now click/tap on the Official Order Number to retrieve all orders with that number.
Official Order Number link

Stock Purchase Suggestions Order Number bug fix
In the Acquisitions Task Review stock purchase suggestions the Order request number is now displayed in the list rather than the Order ID.

Issue Item Manual due date bug fix
If you set a manual due date and issue an item and then switch off the manual due date and issue a second item to the same borrower, the calculated due date is now applied to the second loan rather than the manual due date.

Return Items Manual due date bug fix  
An operator who is not enabled to set a manual return date can now return items from loan.

Issuing items from the reservation shelf, bug fix
When an item that is reserved and awaiting collection is issued to the reserver and it is the only one for that borrower, the alert on the borrower information in the Issue form is now cleared, so it doesn’t look as though they have another item waiting to be collected.

Borrower Charge waivers display, bug fix
In Borrower > Current Charges and All Charges, if you waive parts of a charge with different reasons and then view the payment details (click/tap the amount under Paid/Waived), the reasons are displayed correctly rather than repeating  the first waiver for all the other waivers.

Serial Work header ISSN
The header for a serial now displays the ISSN, when there is one.

 

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 Tuesday 23rd February 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.