RELEASE NOTES 6.6.5 TO 7.3 - Insigniasoftware

45.1.1. Added a new status for copies called “Lost and Waived” this is available in the change status window. 46. Local Option for Merge Titles 46.1. Catalog Change Merge Titles 46.1.1. Titles can now be merged for “Local Only” sites in a centralized catalog. This will happen only when logged into those local only sites as set up by Insignia. 47. Authority Heading is “(Authorized)” 47.1. Catalog Cataloging Find/Add Item Marc Code tab 47.1.1. Authority heading is notated as (Authorized) in marc code interface. 48. Link to Bibliographic Record from Authority 48.1. Catalog Cataloging Find/Add Authority 48.1.1. Edit bibliographic record from the Find/Add authority Linked tab by clicking on Detail, then Edit. 49. Subset Viewable by All Users 49.1. Catalog Cataloging Find/Add Item 49.1.1. Subset created by others in one site can be seen by others in different sites. 50. Change to 690 in Global Heading Change 50.1. Catalog Global Changes Heading Global Change 50.1.1. Added the option to change the heading. 51. Add Multiple 250 tags 51.1. Catalog Cataloging Find/Add Item Marc Code or Marc Expert 51.1.1. Users now have the ability to add multiple 250 tags, as this tag is repeatable. 52. Search by Control No. Range 52.1. Catalog Cataloging Find/Add Item 52.1.1. Added the ability to search by a Control No. range. In Find/Add Item after selecting the option “Control No.” in the first drop down, the second drop down will have the option “between” to search a range. 53. Audience global change 53.1. Catalogue Global Changes Audience Global Change 53.1.1. Window allows a global change for audience types from one input to another or for a call number range. Material Type Global Change now uses the same interface design. 54. Authorities Expert 54.1. Catalogue Cataloguing Find/Add Authorities 54.1.1. Authority records now have an expert tab in which tags can be ordered in nonalphabetical sequence, when allowed by MARC standards. 55. Hide volume number 55.1. Catalogue Barcode/Spine Label 55.1.1. The volume abbreviation no longer shows in the spine label when there is a copy number present but no volume number present. 56. Assign barcodes when cataloguing old issues 56.1. Catalogue Serials Find/Add Serials 56.1.1. Barcodes can be assigned when the button "Catalog Old Issues" is selected in the Find/Add Serials window.

57. Change non-chronological serial record 57.1. Catalogue Serials Find/Add Serials 57.1.1. You can now edit and save a non-chronological serial record without getting a prompt to specify a starting issue number. 58. Validate prompt 58.1. Catalogue Cataloguing Find/Add Item MARC Expert 58.1.1. Added a prompt for the user to click the Validate button to save changes if switching to another tab. 59. Add Library column to Copy Subset Window 59.1. Catalogue Change Copy Subset 59.1.1. We have included a column that lists the Library that the copies belong to. 60. New Condition for “Recycled” books 60.1. Catalogue Cataloguing Find/Add Item Copy Information 60.1.1. “Recycled” has been added as an available choice for the condition of a book. 61. New Checkboxes in Barcode/Spine Label window 61.1. Catalogue Barcode/Spine Label 61.1.1. Include copy # and include vol. # have been included as checkboxes in the barcode/spine label window. This allows users to print barcodes with either the copy # or the volume # included.

62. Bibliographic Record Owned By displays in Basic Info tab The site at which a bibliographic record was added displays in the Basic Info tab as “Record Owned By” site . This display is to the right of the Loan Status box. 63. Full display of indicators for repeated tags for author authority records When a user is adding more than one tag to an author authority record, Insignia now displays all indicator options in the dropdown list. 64. Barcode Spine Label's From List displays call number and title When a user is using the From List tool to enter barcodes to print in Barcode Spine Label, Insignia displays the call no. and title of the barcode scanned.

65. Basic Info II can be added in Cataloging Basic Info II was previously available only in Resource Manager, but with the addition of a new configuration setting, it can be enabled for library sites that would find it useful. This feature enables Curriculum Headings, Country of Origin, title reserve limit, and allows multiple Target Audiences to be selectable for a title. This feature can be enabled in Administration Library Setting Configuration Catalog II by checking off the checkbox “Show Basic Info II in Find/Add Item”.

66. Language in Notes tab can be limited In previous versions, the full list of languages displayed in the dropdown for Language in the Notes tab. In order to limit the list of languages selectable to those specified in your Parameters, a new custom setting, LoadAllLanguagesInFindAddItem, has been added. When this custom setting is set to 1 (default value), the full list of languages will display. When this is set to 0, the list is limited to the languages present in your Language Parameter (Administration System Setting Parameter). 67. Unchecking New Item removes the title from the New Titles carousel In previous versions, unchecking the New Item checkbox did not result in the title being removed from the New Titles carousel if the WhatIsNewTime custom setting criteria included it based on its creation date. This logic has been modified such that unchecking the title’s New Item checkbox now also removes it from the carousel - regardless of the custom setting. 68. Change defaults in Barcode/Spine Label to have Call Number selected In previous versions, when Barcode/Spine Label was opened, Date Created and Created By were selected by default. If an organization would prefer to have Call Number selected when Barcode/Spine Label is opened, a custom setting has been added to enable this functionality. The custom setting DefaultCatalogBarcodeOptions can be changed by logging in with the Admin All credentials, going to Administration System Setting Custom Setting and changing the DefaultCatalogBarcodeOptions value to 1 to have the Call Number selected when Barcode/Spine Label is opened. The default value of 0 will result in Date Created and Created By selected when Barcode/Spine Label is opened.

69. Update eBook URL for all sites when 856 changed In previous versions, when a staff member edited the 856 tag, the URL would be changed in the Notes tab in Find/Add Item for the site that the user is logged into. If an organization would prefer that the URL change in the 856 tag is reflected in the URLs of all sites, they can change the custom setting, UpdateAlleBookLinksWhen856Changed. The custom setting UpdateAlleBookLinksWhen856Changed can be changed by logging in with the Admin All credentials, going to Administration System Setting Custom Setting and changing the UpdateAlleBookLinksWhen856Changed value to 1 to have all eBook links updated when the 856 tag is changed. The default value of 0 for this setting will result in only the logged in library site’s URL being changed when the URL in the 856 tag is changed. 70. Import Data Unique By can be set to Tag 035 Title We have added an option of Tag 035 Title for Data Unique By under Administration Import/Export Import which allows the imported records to be matched on Tag 035 (System Control Number) and Title. 71. Changes to DVD Face Label content In previous versions, the DVD Face Label layout could only display one occurrences of tag 521 (target audience note) from the MARC record. We have now updated this label to display

additional 521 tags on this layout. This will ensure that all appropriate target audiences will be displayed on the label. 72. We have updated the Book Review feature under Catalog Cataloging Book Review to have a dropdown for Homeroom and Class. PATRON 73. Gender Not Required Field 73.1. Patron Find/Add Patron Patron Detail 73.1.1. Gender is no longer a required field. 73.1.2. The default gender when adding a new patron is "Other." 74. Patron Disabled Checkbox 74.1. Patron Find/Add Patron Patron Detail 74.1.1. This checkbox disables the patron account from being used 75. Patron Statistics Summary 75.1. Patron Find/Add Patron Additional Information II 75.1.1. This tab displays statistics on the patron: last date of check in, check out, and OPAC use. 76. Change Reset and Send to Email Random (6.9.6) 76.1. Patron Find/Add Patron Detail 76.1.1. Change the wording of the "Reset and Send" option when changing passwords to "Email Random" 77. Load checkout from Find/Add Patron (6.9.5) 77.1. Patron Find/Add Patron

77.1.1. There is a check out button from the Find/Add Patron window that loads the selected patron in the check out window. REPORTS 78. Show Serial Number in Asset Copy List 78.1. Report Asset Asset Copy List 78.1.1. The column Serial No. has been added to the report to display the copy’s serial number. 78.1.2. The option to sort by Serial No. is also available. 79. New Criteria for Cataloging Statistics 79.1. Report Catalog Cataloging Statistics 79.1.1. Patron Group has been added as a criterion that can be used to run the report. 80. Show Past Five Years Circulation Analysis 80.1. Report Circulation Circulation Analysis by Month 80.1.1. The report now shows circulation analysis for the previous 5 years, 81. Show Least Circulated Items based on Site 81.1. Report Circulation Least Circulated Items 81.1.1. This report now correctly displays the circulation data for the site that the user is logged into rather than another site in the district. 82. New Report: Electronic Resources Usage 82.1. Reports Catalog Electronic Resources Usage 82.1.1. This report shows the number of times an electronic title was accessed within a given date range. 83. New Criteria for User Defined Copies Report 83.1. Reports User Defined Copies Category 83.1.1. The following columns can now be added to a copies user defined report: 83.1.1.1. Budget; Check Out by; Check Out Date; Check Out Notes; Date Inventory; Date Inventory Initialization; Donated; Due Date; Grade; Homeroom; Location; Replacement Cost; Student ID. 84. “Checkin Notes” in User Defined Reports 84.1. Reports User Defined “Copies” category 84.1.1. Add the ability to add “Checkin Notes” as a column to display for “Copy” user defined reports. Select in the grid, the parameter is called “Checkin Notes.” 85. Enhancements to “Items Checked Out to Other Libraries” 85.1. Reports Circulation Items Checked Out to Other Libraries 85.1.1. Changes made to the report are: 85.1.1.1. Add Call No column 85.1.1.2. Add Due Date column 85.1.1.3. Remove Checkin Date column 85.1.1.4. Add Check Out date column 86. OPAC Search Statistics 86.1. Reports Miscellaneous OPAC Search Statistics 86.1.1. New report listing types of searches being made in the OPAC, including unsuccessful searches and search frequency.

87. Include Fountas and Pinnell 87.1. Reports Catalog Reading Program Detail 87.1.1. Added a selection for Fountas and Pinnell in the criteria (Reading Program dropdown). 88. Filter Textbook Copy report by ISBN 88.1. Report Textbook Textbook Copy List 88.1.1. Added ISBN as a filtering criterion in the Textbook Copy Report. 89. New "Kit Bookings" Resource Manager Report 89.1. Reports Resource Manager 89.1.1. We added a new Kit Bookings report including details on the school quadrant, the teacher, and the booking dates. 90. New Columns in Textbook Reports 90.1. Reports Textbook Textbook Checked Out, Textbook Copy List 90.1.1. In the Textbook Checked Out and Textbook Copy List reports, we have added a column that says "Library" when the union button is selected, specifying the library site name or school name. 91. Textbook by Course report has “None” added as a Course Code option The Textbook by Course report has been updated to have a “none” option for Course Code to display textbooks without course codes linked. 92. Value of Collection report can be grouped by budget The option to group by budget in addition to location has been added.

93. Asset List report allows refinement by date manufactured The option to refine by the manufactured from and to dates has been added for this report. 94. Newly added report called Textbook Status Statistics We have added a new report called Textbook Status Statistics under Report Textbook, which allows you to view a list of textbook titles with the selected copy status (e.g., Withdrawn). The columns outputted are Title, Price, and Number of Copies. The report can be exported as an Excel sheet to allow staff to further work with the data. 95. Updated Book Review report We have updated the Book Review report under Report Miscellaneous to have the following columns: #, Title, Review, Star Rating, Tags, Date Added, and Approved.

96. New filtering criteria added to the Fine List report – Group By We have added a new filtering criteria for the Fine List report under Report Circulation: Group By; which will allow users to group the fines by Patron Group, Homeroom, or Grade. TEXTBOOK 97. Spine/Barcode 2X10 Textbook 97.1. Textbooks Textbook Barcode 97.1.1. The layout Spine/Barcode 2X10 Textbook (Avery 05161) is once again available. 98. Loan History for Textbooks 98.1. Textbook Loan History 98.1.1. Add window to display the loan history of Textbook holdings. 99. Textbook Lost/Damage Statistics Report 99.1. Report Textbook 99.1.1. Added columns “Total, Out, In” before column “Damaged.” 99.1.2. However, if logged in as warehouse it will only show your site. 100. Textbook Record Owned by visible in Find/Add Textbook The site that owns the textbook record now displays in the Titles tab in Find/Add Textbook.

101. Sort Textbook barcodes by barcode order When the user attempts to preview the PDF of textbook barcodes in Textbooks Textbook Barcode, the order that these barcodes display can be set to be in barcode order. To set the barcode sort order, go to Administration Library Setting Configuration Textbook tab. Click Edit and select the dropdown for Preview Textbook Labels Default Order By and select the Barcode option. ASSETS 102. Computer Access Block on Patrons with Fines 102.1. Assets Computer 102.1.1. Patrons will be blocked from computer access if their fine is greater than maximum fine amount allowed in their patron circulation type. 103. Asset Kits

103.1. Asset Find/Add Asset Copies 103.1.1. An option to create an asset Kit has been added in the Copies tab of Find/Add Assets. 103.1.1.1. New kit pieces can be added to a copy. 103.1.1.2. Existing copies can be assigned as kit pieces. 104. Hide library name when no copies 104.1. Assets Find/Add Asset 104.1.1. The library name is no longer listed when the copies listed is at '0'. 105. Add pictures to asset records 105.1. Assets Find/Add Asset 105.1.1. Pictures can be added to assets title records. ACQUISITIONS 106. Loading Prompt when Receive All 106.1. Acquisitions Find/Add Order Receive 106.1.1. When using the Receive All button to receive items in an order, a loading icon will appear in order to alert the user that the items are being processed. 107. Loading Prompt when Receive All 107.1. Acquisitions Find/Add Order Receive 107.1.1. When using the Receive All button to receive items in an order, a loading icon will appear in order to alert the user that the items are being processed. 108. Show Total Order Quantity 108.1. Acquisitions Purchase Order Report 108.1.1. In the Purchase order report, the Total Quantity Ordered shows as a row in the summary at the bottom. 109. Add Item Does not Search Archive 109.1. Acquisitions Find/Add Order Order Detail Add Item 109.1.1. When searching for a Title that is already

33. New Barcode/Spine Label Format 33.1. Catalog Barcode Spine Label Spine/Barcode/Barcode 3X10 33.1.1. New label layout Spine/Barcode/Barcode 3X10 has been added to the system. 33.1.2. Please Note: Left margin should be set at 0.07 in order to print properly. 34. Collection Count Window 34.1. Catalog Cataloging Collection Count 34.1.1.