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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. To requires LDS version 2.9.3.

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 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

Release of SaaS SSL Stack Improvements

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 improvements to our SaaS SSL stack.

Details of the inclusions are given in the release notice.

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

Improvements to our SaaS SSL Stack

We’re pleased to announce that as part of our ongoing maintenance of our SaaS SSL stack, we have been reviewing the encryption protocols we currently support for our end-user facing web solutions which include Soprano, Admin Console and Partner connections using HTTPS.

In order to comply with industry best practice and encryption standards, we are removing support of a protocol called TLS1.0 from our application stack.

For anyone using a relatively recent web browser, such as Internet Explorer 11, Firefox, Chrome or Safari, you will already be using a more recent and more secure TLS protocol and will be unaffected by this change.

For older browser versions which do not support higher versions than TLS1.0, industry best practice recommends that you upgrade your browsers to latest supported versions available from your vendor. Our analytics data shows there are only a small number of connections from old vendor unsupported web browsers.

To preview this change

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 change will be released to the live service on Monday 10th September, 2018.

Comments and contact

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

Soprano release 30th July 2018

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:

  •  Purchasing
    • Prediction patterns
    • Filter serial issues to find the next one to check in
    • Edit serial issues
    • Edit open order
    • Default Item data in Create Order
    • Create and view invoice notes
    • Purchasing fixes
  • Inter-Library Loans
    • ILL Request Note
    • Add ILL report
    • Edit ILL supplier
  • Circulation
    • Hide the Convert to Set button
    • Reservation Pick List Last Seen date
    • Circulation fixes
  •  General
    • General fixes

Details of the inclusions are given in the release notice.

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

 

 

 

Soprano Release Preview 23rd July 2018

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

This release includes:

  •  Purchasing
    • Prediction patterns
    • Filter serial issues to find the next one to check in
    • Edit serial issues
    • Edit open order
    • Default Item data in Create Order
    • Create and view invoice notes
    • Purchasing fixes
  • Inter-Library Loans
    • ILL Request Note
    • Add ILL report
    • Edit ILL supplier
  • Circulation
    • Hide the Convert to Set button
    • Reservation Pick List Last Seen date
    • Circulation fixes
  •  General
    • More search facets, more facet terms
    • Search predictions
    • General fixes

 

Purchasing

For the serials features described here you will need LDS version 2.8.31. To upgrade your LDS, please open a Support case.

Prediction patterns

As the prerequisite to generating predicted issues, you can now view and change the prediction pattern associated with a serial under a new tab labelled Predictions.

You can select a different pattern from the drop-down menu, and create a new pattern to add to the list using the Create new prediction pattern link.

 

Filter serial issues to find the next one to check in

The set of filters at the top of the serial issues list under the Holdings tab for a serial includes a new filter, Limit Future Issues.

The toggle is set to On by default, which aims to filter out predicted issues beyond the one that should be due next. This is intended to make it easier to find the issue to be checked in, particularly for frequent serials (daily, weekly) where there may be many predicted issues.

 

Edit serial issues

In the serial issues list under the Holdings tab for a serial, two new buttons on the right allow you to edit and remove serial issues – see the screenshot above. (The Receipt Issues button now has an icon rather than a textual label.)

The Edit button (pencil icon) gives you an inline form where you can change the Year, Volume, Issue and Number of the issue, as well as select an issue Type and add or update the issue note.

 

Edit Open Order

In an Open order a pencil icon on the right of the Header opens an edit form where you can update Subscription Start Date, Subscription End Date, Cost per annum, Currency, Official Order Number, and Note.

 

Default Item data in Create Order

The Create Order form now includes fields for setting default item data to be used when adding items to the order. This allows you to create the data once and use it multiple times.

 

Create and view invoice notes

In the Create Invoice form you can now add a note. Existing notes can be viewed in invoice header of the respective invoice.

 

Purchasing fixes

Link to open orders from invoice. You can navigate to an open order associated with the invoice by clicking on the open order number in the invoice line.

Create new funds without a start date. The start date field has been removed from Create Fund form.  The date when fund is created is set as the fund start date.

 

Inter-Library Loans

ILL Request Note

Under the Request tab of an ILL request you can now add, view and edit a note.

 

Add ILL Report

Under the Fulfilment tab on an ILL request the History section displays reports from targeted suppliers.  In addition to automated reports you can now add reports manually via a new Add Report button. Manually added reports can be deleted using the delete icon displayed next to these reports.

 

Edit ILL supplier

In an ILL supplier record you can now change the supplier name and contact details and also set the supplier to status to Active/ Closed/ Inactive.

 

Circulation

Hide the Convert to Set button

When Item Sets (which are typically used for project boxes) are disabled for your tenancy, the Convert to set button is now hidden. You can enable or disable item sets via the Admin Console > {your Soprano tenancy} > Interface > Enable Project Boxes check box.

 

Reservation Pick List last seen date

For easier readability, the terms Today and Yesterday are displayed as appropriate for the Last Seen date.

 

Circulation fixes

Set Borrower Type using Borrower Type Age settings. Borower Type is now derived correctly from the borrower’s age using your settings in SetConfig > Parameter Management > Rules > Circulation > Borrower > Borrower Type Age.

Add new item to a work without having Purchasing options enabled. New items can now be added to a work by users without needing to be enabled for Purchasing. This requires LDS version 2.8.31. To upgrade your LDS, please open a Support case.

Improvements to Manage Reservation Shelf display. Manage reservation shelf display has been fixed so that rows without item and borrower information are not displayed.

 

General

More search facets, more facet terms

We’ve added more search filters/facets. You can now filter results using menus of options by Location, Format, Subject, Collection, Year and Language. Furthermore, in each filter there is now More option at the foot of the list when more than five terms for that filter are represented in your results, which expands the list to all terms for that filter.

 

Search predictions

When you start typng a search query in the Resources search box either on the Home page or on the Resources page, you now get a list of suggested queries that complete what you have typed. You can select a query from the list to run it without having to finish typing it.

 

General fixes

Enable/Disable support for Item Sets. You can enable or disable item sets in your Soprano tenancy via the Admin Console > {your Soprano tenancy} > Interface > Enable Project Boxes check box.

 

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 Monday 30th July 2018.

 

Comments and contact

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

Soprano release preview 8th June 2018

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

This release includes:

  • Inter-Library Loans
    • Receipt ILL Request
    • ILL Fixes
  • Circulation
    • Circulation Fixes

 

Inter-Library Loans

Receipt ILL Request

ILL Requests that are at status Requested now have a Receipt button in the header and also under the Fulfilment tab.

The button gives you a new page, Receipt Interloan. By default it is set as a loanable item; you can click the alternative radio button to set it as a retainable item.

For a loanable item you can record the date the item is due back to the supplier. It is set one month hence by default. When you specify a retainable item the due date field and the information around it disappears.

When you press the Receipt button the ILL Request is re-displayed with its status updated to Received and a banner confirming that it has been receipted. If the item is loanable then the system automatically creates an item and confirms that in the confirmation banner. The status change event is recorded in the History under the Fulfilment tab.

The item record for a loanable item is created with the ILL request number as the barcode. The Type is set to your Default Item Type for your current site as configured in  SetConfig Parameter Management > Rules > Interloans > General Rules.

When you issue the item to the requester the automatic due date is derived in one of two ways. If the operator (or the global settings) has the the environment variable TAL_ILL_INTERCEPT set to YES then the due date will be some days earlier than the ILL supplier due date. The number of days defaults to seven; this is a setting in your Soprano tenant configuration that we can change for you if you open a support case. Otherwise the due date will be set according to your normal loan rules. You could also set a manual due date if permitted.

When the item is issued the status of the ILL Request is automatically changed to On Loan. When the item is returned by the user the status of the ILL Request is automatically changed to Discharged.

 

ILL fixes

Create ILL Supplier. We’ve fixed an issue where an error is reported when creating an ILL supplier, and another relating to the placing of the supplier email address.

 

Circulation

Circulation fixes

Borrower guarantees list. The list of borowers guaranteed by the borrower you’re viewing (i.e. their guarantees) is no longer limited to 50. This is of interest to schools library services.

 

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 15th June 2018.

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 4th June 2018

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:

  • Inter-Library Loans
    • Re-direct an ILL request to a different supplier
  • Cataloguing
    • MARC Editor
  •  Circulation
    • Borrower types menu constrained by borrower age
    • Borrower phone numbers Outbound Approval indicator

Details of the inclusions are given in the release notice.

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