Soprano Blog

Author Archive

Soprano release 11th December 2019

We’re pleased to announce that release of Soprano that was in preview recently has been released to the live service this morning.

This release consists of the following:

    • Circulation
      • Following this release, if Soprano is accessed through Chrome or the wrapper, you can now make changes to the item class number and the suffix fields

Details are given in this release notice

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog or contact our support team directly.  To suggest and discuss additional features please visit the Soprano Ideas Forum.

Soprano Release Preview 10th December 2019

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

This release consists of the following Circulation fix:

Circulation fix

Following this release, if Soprano is accessed through Chrome or the wrapper, you can now make changes to the item class number and the suffix fields.

Release Procedure

To preview this release

You can preview this release by inserting ‘-demo’ into your tenancy URL after the word ‘soprano’: 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 is expected to be released to the live service either tomorrow Wednesday 11th December 2019 or on Thursday 12th December 2019.

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog or contact our support team directly.  To suggest and discuss additional features please visit the Soprano Ideas Forum.

Soprano release 3rd December 2019

We’re pleased to announce that release of Soprano that was in preview recently has been released to the live service this morning.

This release includes:

  • Circulation
    • Suppressing the previously borrowed message at issue
    • Circulation fix
  • Inter-Library Loans
    • Renewing ILL requests for non-British Library suppliers
    • ILL fixes
  • Other areas where fixes have been made
    • Cataloguing
    • Purchasing
    • Serials
    • Stock management

Details of the inclusions are given in this release notice

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog or contact our support team directly.  To suggest and discuss additional features please visit the Soprano Ideas Forum.

Soprano Release Preview 19th November 2019

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

This release includes:

  • Circulation
    • Suppressing the previously borrowed message at issue
    • Circulation fix
  • Inter-Library Loans
    • Renewing ILL requests for non-British Library suppliers
    • ILL fixes
  • Other areas where fixes have been made
    • Cataloguing
    • Purchasing
    • Serials
    • Stock management

Circulation

Suppressing the previously borrowed message at issue

There are some circumstances where staff don’t need to know that a person has previously borrowed an item. Setting the TAL_HOUSEBOUND environment variable to NO will suppress the previously borrowed message when issuing a book and allow the issue to go through without having to confirm it. If TAL_HOUSEBOUND is not set, or it is set to YES then the messages will continue to display. This requires LDS 2.9.3.

Circulation fix

Borrower’s loan history now ordered by return date. A borrower’s Loan History tab is now ordered by the returned date rather than the due date. This requires LDS version 2.9.3.

Inter-Library Loans

Renewing ILL requests for non-British Library suppliers

Soprano now allows you to request a renew for an ILL request, where the supplier is not the British Library, and then record the new supplier due date. This requires LDS version 2.9.4.

The process of renewing a request from non-British Library suppliers involves two main steps:

Step 1: Requesting the renew by updating the request to Renew pend status. This triggers the generation of an email to the supplier requesting the renew.

Step 2: If the supplier confirms the renewal then the new supplier due date needs to be recorded in the system and the loan to the borrower is renewed to 7 days prior to this date.

Step 1 – Requesting the renew

In order to request the renewal the supplier linked to the ILL request must use request method Print or Do not send and the ILL request must be at On Loan status. When viewing an ILL request, if it is at On Loan status, you can use the Request renew button to update the status of the request to Renew pend.

The system confirms the renewal request and switches to the Fulfilment tab, if a different tab was open. The ILL request can then picked up by the background process that sends emails to the supplier.

Step 2 – updating the request with the new supplier due date

To record the new supplier due date and renew the loan, the ILL request must be at Renew pend, On loan or Discharged status. ILL requests supplied by the British Library (Request method BLDSS Web) can also have new supplier due dates recorded.

Display the ILL request and select the Fulfilment tab. Scroll down the form if needed. Beside the Supplier due date a new button, Enter new due date, is displayed along with a toggle switch.

Toggle the switch to on and then select the Enter new due date button. The system shows the current Supplier due date which you need to change to the new supplier due date.

Selecting Renew, updates the ILL request with the new supplier due date, it sets the due date for the loan  to 7 days before this date, and if the ILL request is at Renew pend status, it sets it to On loan. If the item is on loan, the system will automatically renew the item to the due date 7 days before the supplier due date. Currently it does not take into account Dead days and closed days when the renew is carried out here.

ILL fixes

Seeing Cancelled requests under the Borrower ILL tab. When the Borrower’s ILL tab is accessed and the ALL toggle is selected, all ILL requests including Cancelled and Deleted requests will now display here. This requires LDS 2.9.3.

Viewing Cancelled ILL requests in Manage ILL. Now, when you choose the Cancelled status from Tasks> Manage ILL requests> Filter by status these will display. This requires LDS version 2.9.3.

Other areas where fixes have been made

These changes all require the Soprano release except where the LDS is mentioned.

Cataloguing

Adding a 100, a 254 or a 306 tag to a bib record. The system now saves these tags when they are added to a record. If no text is entered into the fields then they are not saved.

Importing records from Base. Previously when records were imported from Base, diacritics in the record could result in corruption. This occurred where the Character coding scheme in the Leader, was not set to UCS/Unicode. Now when records are imported in Create Work or Create Order, the Character coding scheme will be set to UCS/Unicode.

Purchasing

Cursor focus when receipting items. When you are in Tasks > Receipt item the cursor is now focused in the field to scan barcodes. As barcodes are scanned the cursor is returned to the Receipt items field, including when there are actions that need to be carried out.

Serials

We’ve started some work around when patterns can be attached to serial records.

Only one pattern can be attached to a bib record for each login location. The system now only allows one Pattern to be attached to a serial bib record for each login location. To attach a pattern, there has to be a subscription for the bib record, and the user has to be logged in at one of the delivery sites.

A bib record needs a subscription associated with it in order to attach a pattern.  If there isn’t a subscription the system says: Failed: could not set prediction pattern to ‘pattern_name’. Check the Open orders tab to see if there is a subscription. This requires LDS 2.9.3.

In order to attach a pattern you need to be logged in at a subscription delivery site. The system will say: Failed: could not set prediction pattern to ‘pattern_name’ if you are not logged in at the subscription delivery site. Check the open orders tab to see what the delivery sites are for the open orders. This requires LDS 2.9.3.

Stock management

Message when an item barcode does not exist. If a barcode is scanned in Tasks> Stock Management> Mark items as seen, that does not exist in the database the system will now display a message. Previously no message was reported.

Release Procedure

To preview this release

You can preview this release by inserting ‘-demo’ into your tenancy URL after the word ‘soprano’: 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 3rd December 2019.

If you need an LDS upgrade

Your current LDS version number is displayed in the footer of Soprano pages. If you require an upgrade to LDS 2.9.3 mentioned for the above features, please raise a support case through the customer support portal.

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog or contact our support team directly.  To suggest and discuss additional features please visit the Soprano Ideas Forum.

Soprano release 26th July 2019

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

This release includes:

  • Circulation
    • Fix to create borrower

Details of the inclusions are given in this release notice

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog or contact our support team directly.  To suggest and discuss additional features please visit the Soprano Ideas Forum.

Soprano Release Preview 25th July 2019

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

This release contains the following:

  • Circulation
    • Fix to create borrower

Circulation

Fix to create borrower

Re-using a borrower record details in create borrower. When the “Reuse borrower details” button is clicked, details are now copied over from the first record to the new one.

Release Procedure

To preview this release

You can preview this release by inserting ‘-demo’ into your tenancy URL after the word ‘soprano’: 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 Friday 26th July 2019.

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog or contact our support team directly.  To suggest and discuss additional features please visit the Soprano Ideas Forum.

Soprano release 9th July 2019

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

This release includes:

  • Cataloguing
    • Serial holdings statements can now be created, edited and deleted (requires LDS version 2.8.35)
    • Editing single character fields in the MARC editor
  • Circulation
    • Changes to the date of birth field in borrower records
    • Finding a borrower using the registration id number when placing a reservation
  • Purchasing
    • Purchasing fix

Details of the inclusions are given in this release notice

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog or contact our support team directly.  To suggest and discuss additional features please visit the Soprano Ideas Forum.

Soprano Release Preview 2nd July 2019

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

This release includes:

  • Cataloguing
    • Serial holdings statements can now be created, edited and deleted (requires LDS version 2.8.35)
    • Editing single character fields in the MARC editor
  • Circulation
    • Changes to the date of birth field in borrower records
    • Finding a borrower using the registration id number when placing a reservation
  • Purchasing
    • Purchasing fix

Cataloguing

Serial holdings statements can now be created, edited and deleted

When viewing a serial record the default tab that displays is now labelled Issues as it contains information about serial issues. In addition the holdings summary information for the selected site has been moved down to the Issues tab.

For the serials features described here you will need LDS version 2.8.35. To upgrade your LDS, please raise a support case.

From the new Holdings Summary tab, all the existing holdings statements can be viewed. Holdings can now be added, edited and deleted. When adding a holding statement the SITE column defaults to the login location. A site needs to be selected in order to save a holding. The pencil icon can be used to edit the holding and the bin to delete one.  When the bin is selected, the system prompts the user to confirm they want to delete the holding statement.

Editing single character fields in the MARC editor

When you now click in a single character field in the MARC editor, if there is an existing character, including a blank, it is deleted so that it is easier to enter a replacement character. Previously because of a blank character potentially being it present, it was hard to enter a new character. Note: this change only applies to fields that are one character long.

Circulation

Changes to the date of birth field in borrower records

The date of birth field no longer defaults to today’s date when creating a borrower record, or switching on the date of birth field in an existing borrower. It defaults to blank.

Finding a borrower when placing a reservation

When placing a reservation, borrower records can now be looked up using the registration id number as well as their barcode.

Purchasing

Purchasing fix

Editing a supplier address. A supplier address can now be edited without the GLN (SAN) disappearing.

Release Procedure

To preview this release

You can preview this release by inserting ‘-demo’ into your tenancy URL after the word ‘soprano’: 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 9th July 2019.

 

Comments and contact

If you have any comments, questions or suggestions please get in touch. You can comment here on the Soprano blog or contact our support team directly.  To suggest and discuss additional features please visit the Soprano Ideas Forum.

The switch from My Support to Capita My Account portal

Hello

The following email previously sent out in November, explained that  we are introducing a new Capita My Account Portal, replacing the My Support portal. This is going to go live tomorrow.

Please be aware that if you have not logged into My Support within the past year then you will need to register for an account in the new system which can take up to 5 working days to be approved.

———————————————

Hello,

As a current user of the My Support portal, we are emailing you to let you know that we’ll soon be upgrading your customer portal to the Capita My Account portal. This will offer all of the functionality you enjoy currently plus a whole lot more.

Do I need to do anything?
All you need to do is look out for an email from us when the new portal is ready for you to log in. You will be able to use your same username as you do now for My Support, but you will have to click a button on the login page to generate a new temporary password. Once you’re logged in you can reset it to something more memorable.

What about my existing support cases?
All your active support cases and the past two years’ worth of historical cases will be migrated over and accessible within My Account. You’ll be able to create any new support cases online within My Account as soon as it goes live.

Can other people in my organisation register for an account?
Following go live, we will be emailing all customers about the benefits of registering for My Account so they will get an opportunity later to set up an account.

Further information
To see a sneak preview of what you can expect within My Account, please see our handy My Account overview. Once we’re live you’ll have easy access to further details on how you can utilise each area of the site.

Kind Regards

Capita Education Software Solutions