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Release date: June 7, 2023

Summary: This release includes three new features, two enhancements, a few bug fixes and a number of non-functional changes.

New features

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Major overhaul of pull slip functionality

  • A new WMS Host LMS adapter is available that provides expanded NCIP integration for WMS. With the WMS2 adapter ReShare can send and receive the following four messages with WMS: Lookup User, Check Out Item, Accept Item and Check In Item. Several settings changes are requiredPull slips are now generated from a Jasper Report .jrxml file in ReShare. A default pullslip.jrxml file will be provided upon upgrade to release 1.12 that will replace the current hard-coded pull slip in ReShare.

  • The existing pull slip generation from the Supply app now calls an endpoint to get a PDF of the pull slip(s).

  • Staff now have the ability to produce a batch of pull slips up to 500 requests. The previous limit was 100. (Release 1.12.1)

  • Staff can save the pull slip(s) prior to printing.

  • Staff will need to explicitly click “Mark pull slips printed” when generating pull slip(s) for printing, in order to have their state updated from “Awaiting pull slip printing” to “Searching”.

ReShare users would like the ability to have their pull slips batched together and emailed to them as a PDF, to be printed from that PDF without having to log into ReShare to do that.

  • Added a flag “Attach PDF” to the pull slip notification table to allow staff to indicate that they wish to have the pull slips attached to the email notification as a PDF, rather than simply including a link to those requests in the ReShare UI.

  • If “Attach PDF” is enabled for a pull slip notification, the pull slips in the batch will automatically have their state updated from “Awaiting pull slip printing” to “Searching”. This will allow staff to print their pull slips from the email notification directly. When they next sign into ReShare, they will be in a position to directly fill the request when they call it up.

  • A maximum of 500 pull slips can be created in one batch. If a pull slip notification contains greater than 500 pull slips, multiple emails will be sent. The email subject line will clearly indicate this, e.g. You have 504 new ReShare pull slips - requests 1-500, You have 504 new ReShare pull slips - requests 501-504.

ReShare users would like the ability to customize their pull slips and configure their ReShare systems to use their customized pull slip

  • A new “Pull slip configuration” setting has been added to Settings>Resource Sharing

  • In the Pull slip configuration setting, tenants can upload a different logo to use on their pull slips.

Note: the default logo for the consortium will be uploaded at upgrade time and staff do not have to update this setting.

  • In the Pull slip configuration setting, tenants can upload a custom pull slip .jrxml file to generate a different pull slip from the default.

Note: the default pullslip.jrxml for the consortium will be uploaded at upgrade time and staff do not have to update this setting.

A new “Batch” filter has been added to the Supply and Request app to allow staff to call up and reprint a batch of pull slips.

  • ReShare now stores the batch ID, description and date when a batch of pull slips was produced, in both the supplier and requester apps, respectively. Staff can use the Batch filter to call up a given batch and reprint one or more of the pull slips, if needed.

FOLIO temporary location now analyzed for requestability by the autoresponder

  • If a value is returned in the temporary location field in the z39.50 response from FOLIO, this location will now be analyzed for requestability by the autoresponder.

    Note that the first time a new temporary location is encountered by the autoresponder, the system will allow requests to be placed against it. If the temporary location added to the Host LMS shelving location table in Settings>Resource Settings > Resource Sharing is not requestable, please update the entry to set its Supplying priority to -1.

Voyager API calls Voyager system to pull item barcode to replace itemId

  • ReShare now uses the Voyager API to pull an item’s real barcode from Voyager

Enhancements/Improvements

Voyager Host LMS adapter takes into consideration the temporary location when determining requestability

  • Values returned in the temporary location field in the Voyager z39.50 response are now treated as Host LMS locations and added to the Host LMS location table. The first time a new temporary location is added it will be considered requestable. Staff will need to mark the new Host LMS location with a supplying priority of -1 if they wish that temporary location to be not requestable.

ItemID / barcode now populates the ‘selected item barcode’ field through the Voyager and Horizon Host LMS adapters

  • The value returned in the itemID field in the Voyager z39.50 response will populate the ‘selected item barcode’ field in the patron request. This itemID will appear in the item barcode field in the Supply app queue, in the Flow screen and at the bottom of the pull slip before the pull slip is printed for the first time.

Sierra Host LMS adapter was updated to include ‘CHECK SHELVES’ as an available status

  • The Sierra Host LMS adapter now considers items with a public note of CHECK SHELVES to be considered available for requesting.

Symphony and NCSU Host LMS adapters prepend ^C to the localID of the bib record so the autoresponder can correctly find the unique bib record via Z39.50

  • Symphony assigns a unique record ID to their bib records that is not necessarily output to a MARC tag and indexed in Z39.50. In order to effectively search and retrieve a single match on these unique record IDs, a ^C must precede the unique number before being sent by the autoresponder in the search URL.

Volume info moved to display more legibly between the title and author on the pull slip

  • Volume notes added to a request were previously displayed at the end of the author data in the pull slip , and were very hard to see. The Volume: field is now placed between the title and author fields at the top of the pull slip and displays more clearly now.

Bug Fixes

Responder state transition from Overdue to Return Shipped not occurring

  • Previously, when a request in a state of Overdue is marked return shipped by the requesting library, the state would not update on the supplier side so the supplier could not complete the request. This has been corrected.

Duplicating a notice template or notice policy breaks the original

  • Duplicating a notice template or notice policy no longer breaks the original template or policy used to make the copy from.

The sort order of the Supply app queue not maintained after printing pull slips and returning to the queue

  • After printing pull slips and returning to the Supply app queue, the sort order of the Supply app was not maintained. This has been corrected.

Voyager Host LMS adapter unable to handle NCIP Accept Item message when request lacks an author

  • In Voyager, an NCIP Accept Item error is no longer returned if a request does not contain an author

Unable to find rota entry at position 1

  • The error "e.EventSendToNextLenderService : Unable to find rota entry at position 1 (Size=1) 1. Try next,", was addressed.

GenericCodeNameService should guard against null code

  • An issue with searching on null codes against the Host LMS locations, shelving locations and patron profiles tables was corrected.

URL to list of pull slip results causes error in UI (1.11.1 patch)

  • After the upgrade to release 1.11, the error “e.split is not a function” when following the URL in a pull slip notification email was corrected.

Pull slip population problems when batch printing from Supply App (1.11.1 patch)

  • Using “Print pullslips” to print a batch of pullslips from the Supply queue caused the “Contact … or …” text to be empty, and the “To:” field displayed the ISIL symbol instead of the institution name. This problem was corrected.

WMS autoresponder lookup problem (1.11.1 patch)

  • After the upgrade to release 1.11, the WMS autoresponder was unable to process the values returned, causing the request to be marked “cannot supply”. This problem was corrected.

Unread messages time out problem (1.11.1 patch)

  • An inefficient query behind the “unread messages” filter in the Request and Supply Apps caused a timeout error for libraries with a large number of active requests. The query was optimized.

Unable to cancel requests in a state of “Invalid Patron” (1.11.1 patch)

  • Cancelling a request in a state of “Invalid Patron” caused the request to go to “Cancel Pending” rather than “Cancelled”. This includes requests from patrons whose Host LMS patron profile cannot place requests. This problem was corrected.

Non-functional changes

Remove explicit references to state models in mod-rs

Add functionality to import a state model now that we are able to export a state model

Connection closed issues when sending to kafka

Make the registering of topics with Kafka thread-safe

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  • The Voyager ILS system returns the actual item ID in the item ID field returned in the z39.50 response instead of the item barcode. Calling the Voyager API first allows ReShare to pull back the actual item barcode for the selected item being requested and replace the item ID with this barcode.

Enhancements/Improvements

Manual editing of pickup location does not reflect updates on either the requester or supplier side

  • If staff updated the pickup location assigned to a request via the staff tenant, the change was not reflected in the request data for either the requester or the supplier. The request data is now updated to reflect the addition or update to the pickup location field.

New ‘Updated’ column displays in the Supply app list of requests

  • The date updated column now displays in the Supply app list of requests, allowing staff to sort on this column like they can do in the Request app.

Bug Fixes

Corrected issue with supplierUniqueRecordId not being populated for local requests

  • The value for supplierUniqueRecordId is assigned in logic that does not get reached if the request is flagged as going to local review. This is causing lookup by id to fail in these cases. This has been corrected.

'Is active' value is not displaying in the list of pull slip notifications

  • The ‘Is active’ field does not display a value in the list of pull slip notifications in Settings > Resource Sharing > Pull slip notifications, making it difficult to see which ones are or are not active. This has been corrected to display the check mark for active pull slip notifications.

When staff click the action “Redo borrower check” even if the check fails again, they are told that it was successful

  • If the validation of a patron fails, the request is put into a state of “Invalid patron”. If staff use the action “Redo borrower check” and the check fails again, they are currently being presented with a confirmation that the check was successful. This has been corrected to display the proper response.

The action “Override borrower check” is not working in release 1.11.1

  • With the Borrower Check = NCIP turned on in Host LMS integration settings, if a request was initially in a state of “Invalid patron” and staff use the “Override borrower check” to override the check, the system returns a “Success: Override borrower check” message but the action is NOT actually successful. The request stays at a state of “Invalid patron” when it should move on to the next state. This has been corrected to move the request to the next state.

Non-functional changes

  • Completed the changes required to support different state models within ReShare. (This will enable ReShare to support non-returnables and Controlled Digital Lending workflows in future releases.)

  • Upgraded stripes and other UI dependencies

  • GenerateRequestsByState had been duplicated in the StatisticsController and ExternalApiController. It has been moved to a shared location so if a bug occurs it will be fixed in both.

  • The mod-rs rs/directoryEntry API now returns a complete directory entry that matches the format returned by the mod-directory /directory/entry API

  • Extended logging so that it outputs the information in a structured format

  • Added an endpoint to allow dynamically changing of the log level