Online Selection & Acquisitions
Ability to Invoice Non-OSA Expenditures in OSA: OSA users now have the ability to invoice within OSA, items that were purchased outside of OSA, such as purchases made at a local book store, computer store, etc. You can easily track these items and adjust your funds without having to increase or decrease allotments. An explanation of the purchase can be noted on the invoice, and that information will be displayed on the Fund History report.
To Invoice Non-OSA Expenditures
Click the Admin link and the Administration menu will open.
Under Invoicing click the Invoice link and the Invoice Management dialog will open.
Type the Invoice Number.
From the Vendor drop down list, select the vendor name matching the name printed on the physical invoice. Click the rotating red arrow button.
Note: If there is no matching vendor name on the list, a vendor record for the vendor must be created. See: Vendor Management.
The Invoice dialog will display as shown in the example below.
Change the Invoice Date if appropriate. You can manually type the date, or click the Select button to the right of the entry box to view a Calendar display where you can select the date.
Type the Invoice Total (as shown on the physical invoice) in the Invoice Total box.
Click the Save button. You will be advised The Invoice <invoice name> has been saved. Click OK. The Invoice dialog will return.
Click the Approve button and the Invoice Completion page will display an "unreconciled" notice stating; The total of line items and special charges does not equal the invoiced total. You can approve the invoice anyway by applying the difference to an existing fund, or return to the invoice or line item details to make corrections. If you have items that were not tracked through OSA, indicate that in the "Reason" text box.
From the Apply unreconciled difference to drop-down list select the fund to apply the unreconciled difference to.
In the Please indicate the reason for the difference in the amount box type an explanation of the Non-OSA expenditure. A maximum of 250 characters can be entered. This information will be included in the Fund History report.
When finished click the Approve button. An Invoice Approval notice will advise This invoice has been approved.
Once the invoice screen is closed you can use the Invoice Search option under Invoicing on the Administration menu to locate and view this invoice. When viewing the invoice details you can click the Unapprove button to open the invoice and make changes to it.
Invoice Completion Screen now includes a text box to explain unreconciled amount: In conjunction with the change for invoicing non-OSA expenditures as explained above, any invoice with an unreconciled amount now includes a text box labeled Please indicate the reason for the difference in the amount where you can type an explanation for the difference in the amounts. A maximum of 250 characters can be entered. This information will be included in the Fund History report.
Before a user can transfer selection lists the following criteria must be met:
The user making the change must have the Selection List permission Reassign Lists to Different User assigned to their user account.
The new user must have the same review level as the old user.
If the old user has the Selection List permission Approve Lists for Any Library assigned to their user account then the new user must also have that permission.
If the old user has the Selection List permission Shared List Administrator assigned to their user account then the new user must also have that permission
To Reassign Selection Lists to a Different User
Click Admin on the Navigation Toolbar. The Administration menu will open.
Under Acquisitions Setup click the Reassign Lists to Different User option. The Reassign Lists dialog will open.
Click the Select Current User button and from the drop-down list select the current owner of the lists to be transferred.
Click the Select New User button and from the drop-down list select the user the lists will be transferred to.
If appropriate, select the Check here to delete the old user after reassigning the lists check box.
Click the Reassign Lists to New User button.
If the required criteria as listed above are met, a message will display advising; This will transfer ownership of all lists owned by "<User Name - Level x" to "User Name - Level x". Are you sure you want to do this? Click OK to continue or click Cancel to terminate the transfer action.
Note: If any of the required criteria are missing an error message will indicate which rule has not been met.
If the transfer is successful a message will display advising; The lists have now been reassigned.
Ability to limit Completed Shipments Search: This feature is for institutions that have elected to keep the receiving function separate from the invoicing function. When a user clicks the Completed Shipments option under Invoicing on the Admin menu, a new Completed Shipments Search dialog will open allowing you to limit the search by Vendor and a Goods Received date range, significantly reducing the search response time.
Packing Slip Search dialog field label change: This change has been made in conjunction with the addition of the Completed Shipments Search dialog mentioned above. On the Packing Slip Search dialog, the field previously labeled On or After Goods Received Date is now labeled Between Goods Received Date.
Ability to return to Completed Shipments Search form from the results list: To allow users the ability to quickly return to the search form, there is now a Return to Completed Shipments Search form link at the bottom of the Completed Shipments for Packing Slip Number <Packing Slip #> list.
Display in PAC After Order has been transmitted setting was being cleared: Previously, if a title in a list with a status of Constructing was set to Display in PAC After order has been transmitted, the After order transmitted option was not available in the drop-down list on the title details screen until at least one item had been added to the Distribution / Quantity Information grid. If the user made a change and saved the list, OSA would overwrite the Display in PAC scheduling, clearing the scheduling event. This problem has been corrected.
Display in PAC After Order has been transmitted setting not applied: Previously, if a title in a list was set to Display in PAC After order has been transmitted, the title was not being added to the Display in PAC queue in the database. This problem has been corrected.
Multiple Holdings in OSA: Previously, if a MARC record contained both 10-digit and 13-digit ISBNs, a Holding was being reported in OSA for each ISBN, but not in the integrated catalog. This problem has been corrected. When a MARC Record in Library•Solution contains 10-digit and 13-digit ISBNs, only one holding will be reported in OSA.
Ability to Edit List Name: For lists with a Status of Constructing, OSA now provides the ability to modify the list Name. While in Constructing status, the list Name will be displayed as an underlined link on list related pages. On any list related page where the list Name is underlined, click the underlined list Name to open a Rename List dialog. Modify the list Name as desired and click Rename.
Ability to Add Items to Lists Awaiting Review: OSA now provides the ability to add items to lists that have already been submitted for review. These lists will have a Status of Awaiting Review Level X. You must be logged in as a user with the same Review Level as indicated in the list Status. For example, if the list Status is Awaiting Review Level 2, to add items to that list you must be logged in as a user assigned a Review Level of 2.
To add items to a list with a Status of Awaiting Review Level X:
Log in as a user assigned the same Review Level as the Level X indicated in the list Status.
Click the Awaiting Review link on the OSA Navigation toolbar to view the lists waiting to be reviewed for this review level.
Locate the list you want to work with, and from the drop-down list to the far-right select the Review option. Then click the rotating red arrow button. The list will be removed from the Awaiting Review display and will be added to your My Review list.
Click the My Review link on the OSA Navigation toolbar. The lists that you are reviewing will be displayed. At this point you can search for and add titles to these lists as you would normally.
After you are done adding titles to a list you can select the Order option from the drop-down list, or proceed as appropriate.
Additional Options on Format Drop-down List: When adding a new item to a list using the Original Entry method, or when editing an existing item, the Format drop-down list now includes Playaways and Online options.
Bestseller / Award Lists Not Current: Previously, if a user displayed the Bestseller / Award Lists on their Home Page, the information shown was not current. This problem has been corrected. The Bestseller / Award Lists information is now current with the latest information provided by the vendors.
Incorrect Pickup Location Displayed: Previously, the View Requests Log was displaying an incorrect Pickup Location for all Requests. This problem has been corrected. The correct Pickup Location will now display as appropriate for each Request placed in OSA.
Could Not Override Do not schedule items to display in PAC Timing Option: Previously, if the Do not schedule items to display in PAC Timing Option was set in the PAC Synchronization settings, when the user went to the Title details page the Display in PAC options were not displayed. This disabled the ability to select an override Timing Option for sending a hold Request to the PAC. This problem has been corrected. On a title by title basis, users can now specify when to sync with the PAC when the Do not schedule items to display in PAC Timing Option is selected. To do this the user must have both the Display in PAC and the Place Hold Request permissions assigned to their account. On the list, select the Edit option for a title. With the title details displayed, from the Display in PAC drop-down list select one of the available timing options. Then, as appropriate, select the Allow Requests? (if applicable) check box to complete the process of placing a hold Request. Click Save.
Extra Space Under Lists Created by <User> Heading in IE7: Previously, when using the Internet Explorer 7 browser to view the My Lists page, extra "white space" was being inserted under the Lists Created by <Username> heading. This problem has been corrected.
Invoice Processing Failed: Previously, OSA was not able to process some vendor invoices. This problem has been corrected.
No Price for 13-digit ISBN: Previously, if a MARC record contained both 10-digit and 13-digit ISBN’s for the same title, the OSA search results displayed a selection option for both, but the 13-digit ISBN option had no price displayed. This problem has been corrected. When a MARC Record in Library•Solution contains both 10 and 13-digit ISBNs, only the 13-digit ISBN will be displayed in the search results, with the price.
Requests Could Not Be Placed: Previously, if a user did not have the Display in PAC permission selected for their account in the PAC Synchronization User Configuration Permissions group, the user could not place a hold Request. This problem has been corrected.
Queued Requests Search Results Displayed All Queued Requests: Previously, the Queued Request Search results list was displaying the queued requests for all institutions. This problem has been corrected. The Queued Requests Search results list will now display only the queued requests for the user’s institution.
Send Fund Information Setting Conflict Caused an Error: Previously, when multiple vendors were associated with an order and all vendors did not have the same Send fund information check box setting (selected or cleared) in the Vendor Configuration X12 Settings, an error displayed when the user attempted to place the order. This problem has been corrected.
Improvements
Place Hold Requests From OSA: For libraries that have integrated OSA and Library•Solution, OSA now provides the ability to place a hold Request for a title that has not yet been received. This feature must first be enabled by TLC Support, and is only available to libraries running Library•Solution version 4.2 Patch 5 and version 4.3 of the OSA Agent. Once Support has enabled the feature, users with the Place Borrower Requests permission assigned to them will see a Place Request entry on their Options for Checked Items drop-down list.
When this option is invoked against an item on a list, OSA will verify the specified Borrower ID is not blocked in the Library•Solution database. If the user is not blocked, a Queued Requests field will display on the Item Detail information with a notice stating, 1 request(s) will be placed when the record is sent to PAC. When the item is sent to PAC, the Queued Request field in the Item Details will be replaced by a message stating, This record was sent to the PAC on mm/dd/yyyy hh:mm EST. The Request will also be displayed in the Library•Solution Circulation Requests Queue.
If OSA encounters duplicate Request submissions, Blocked borrowers, connectivity issues, or other Request related problems, an error message will display providing details about the problem. This message will remain on-screen until the user responds by clicking the Close button.
Managing Hold Requests in OSA: For libraries using the "Place Hold Requests from OSA" feature, two new options have been added to the Integration / MARC Preferences section of the Administration Menu.
The View Queued Requests option allows users to search for and view the list of items that have not yet been added to the PAC. There is an option to delete Queued Requests from the Requests queue, until the item is sent to PAC. Once items have been sent to PAC, hold Requests must be removed using the Library•Solution Circulation module.
The View Requests Log option allows users to search for All Requests, for a specific Borrower's request(s) by Borrower Barcode, and for a specific Item by Item Number. All of these search options can be further refined by using the Limit to requests placed on or after option, and the Show errors only check box.
Default Distribution Profile: The Distribution Profile Management dialog now includes a Set As Default button. When this button is clicked the currently displayed Distribution Profile Name is set as the default Distribution Profile. When the default Distribution Profile Name is selected from the Name drop-down list, a Remove as Default button will be displayed on the dialog. When any other Distribution Profile is selected from the Name drop-down list, a Set As Default button will be displayed.
When items are added to a list, the Default Distribution Profile's settings will be automatically applied to each item. You can replace the automatically applied distribution settings by using the Apply Distribution Profile option on the Options for Checked Items drop-down list to apply a different Distribution Profile to the selected items. You can also replace the settings manually for the selected items by using the distribution settings under the Options for Checked Items dialog and selecting the Replace check box.
Keep in mind that closure or deletion of a Fund, branch Location closures, and permission changes for staff users could make the default profile invalid. If there is a problem with the profile, it will not be applied.
Call Number Included in Electronic Distribution Information: For users who transmit orders to vendors electronically, a Send unit call number check box has been added to the X12 Settings in the EDI Control section of the Vendor Configuration form. When this check box is selected, OSA will include the Call Number information when the order is transmitted to the vendor.
Ability to Unapprove an Invoice: OSA now provides the ability to Unapprove invoices that have been completed and approved. For users assigned the Unapprove Invoice permission, approved Invoices will display an Unapprove button. To grant a user the rights to unapprove an invoice, select Unapprove Invoice from User Configuration | Permissions | Invoice.
Duplicate Detection When Uploading Lists: To avoid duplication of uploaded records, if you attempt to upload a file while another file is already uploading, a MARC File Upload Report message will advise: A file of records is currently in the process of uploading to this list. To help avoid duplication, only one file at a time can be uploaded to a particular list. You may check the list later to see the records that are currently uploading.
Electronic Invoices Automatically Distribute Postage & Handling Charges across All Funds: On electronic invoices, OSA now automatically calculates and deducts the cost of special charges such as postage and handling from the funds for which materials were charged against, in proportion to each funds share of the total charges.
Records Added in OSA Have a Control Number Prefix of OSA: Previously, when records were added in OSA using the Add New Item To This List option, those items were assigned a Control Number prefix of OTF. To prevent the nightly OTF update tool from making unwanted changes to on-order records, the Control Number prefix for records added in OSA has been changed to OSA.
Confirmation Messages Close Automatically: Most confirmation message pop-up windows that previously required users to click the OK button now close automatically after three (3) seconds. A Close button is displayed on all pop-ups in case you do not want to wait for the automatic closure. Other links and buttons can be clicked while the confirmation pop-up is displayed. The pop-up will not close automatically in situations that require the user to be aware of a special circumstance, and where a decision must be made before proceeding.
Upload Excel Spreadsheet to OSA List: Users can now upload a list of titles and associated bibliographic data in a Microsoft Office 2003 Excel spreadsheet file (.xls file extension), to a list in OSA. Due to compatibility issues, users of Excel in Microsoft Office 2007 must save their file in the Microsoft Office 2003 .xls format.
To facilitate consistent formatting, a Microsoft Excel spreadsheet template can be downloaded from any OSA List Details page using the new Get Excel Spreadsheet Template link. This link is located to the right of the Upload MARC or Excel file to <list name> box. Users can user their own Excel Spreadsheet file (.xls), but it must be formatted in exactly the same layout as the template, including all column headings and the left-to-right column sequence. A screen shot of the column layout of the Excel Spreadsheet Template is shown in the Upload MARC file or Excel Spreadsheet to List Help topic.
The file extension must be .xls. Users of Microsoft Excel 2007 should use the File | Save as option and select Excel 97-2003 Workbook (*.xls) from-the Save as Type drop-down list, to save the file with the .xls extension.
The only column that is required to contain data is the Title column. However, it is to a user's benefit to supply standard number information to avoid receiving a more expensive copy of a title.
OSA Help Enhanced: The OSA Help Desk has been converted to a searchable format. When the OSA Help Welcome page opens, a pane to the left will display the Table of Contents (TOC). Every Help topic is accessible from the Table of Contents. In addition to the Content (TOC) tab, the Index and Search tabs allow you to locate help topics using keywords.
The primary pane on the OSA Help Welcome page includes a menu that provides access to Help topics where you can learn how to get started using OSA, (including using the OSA Help), and to learn about the major components of the OSA application. An I Want To Work With... section allows you to quickly access Help topics describing how to use some of the most commonly used OSA functionality.
Changes and Fixes
Collection and Location Mismatch When Receiving: Previously, when processing items received from a vendor, users could not record the receipt of all items because the collection information was randomly being stripped. This problem has been corrected.
Trailing Spaces in Search Terms: Previously, if a user included a trailing space in a search term (usually when copying and pasting into the search box), the search in OSA would return no search results. This problem has been corrected. OSA will strip any trailing spaces so the intended search term is invoked.
Changes and Fixes
Invoice Price Information Entry Format: Previously, invalid price data was causing issues with Fund reports and Fiscal Year Rollover. To prevent invalid price information from being entered, OSA now requires invoice price information to be input using the format x.xx.
Search Results Sorting: Previously, when search results were displayed by the users established primary and secondary sort order, and the list was then manually sorted by another column, if the list was re-sorted again by the primary sort order, the displayed list did not revert to the default primary and secondary sort order. This problem has been resolved.
Improvements
Item Details - Distribution / Quantity Information List Now Sorted: Previously, when viewing a list, and you clicked View (ordered item), or Edit (un-ordered item), to display the Bibliographic and Distribution / Quantity detailed information for that item, the Distribution / Quantity Information listing was not sorted. The list is now sorted by the information displayed in the Library and Collection columns.
Improvements
Fields added to the Label Display: The following fields are now visible in the label display (title details):
520 - displays as Summary
521 - displays as Audience
700 - displays as Pers. Name
710 - displays as Corp. Name
711 - displays as Meetng Name
730 - displays as Unifm Title
856 - displays with a link to the URL
Changes and Fixes
Label Display - Firefox Not Saving Updates: Previously, if you changed anything in the label display (title details) while in Firefox, then clicked Previous or Next without saving the information, the item was not getting updated. Though a message box displayed Click "OK" to save your changes or click Cancel to continue without saving, clicking OK did not save the information. This problem has been corrected. A message box now displays Your changes have been saved, and clicking OK saves the changes.
Changes and Fixes
Error Displays When Uploading Records Containing a Blank or Invalid ISBN: Previously, if a user attempted to upload a file of MARC records, and one or more records contained a blank or invalid ISBN in field 020, an error message would display saying: An error occurred while attempting to upload the file:VISBN::qvParse: Invalid ISBN - length is less than 10. This problem has been corrected. When a record contains a blank or invalid ISBN, the record will be added to the list, but the ISBN information in the OSA list will be blank.
Improvements
Receive Partial Shipments: OSA now provides the ability to "partially" receive a title when multiple copies have been ordered, but not all copies have been received.
Users configured for Separate Invoicing and Receiving will have the ability to add the items received to a packing slip, and to include them on non-electronic Invoices, while indicating which branch(es) the items are being received for.
Users configured for Combined Invoicing and Receiving will have the ability to receive and to invoice the items received, while indicating which branch(es) the items are being received for.
Running Fund Balance Report: This report provides a detailed listing of fund activity and balance totals at the invoice and allocation level.
The report dialog provides options to: generate a report for all funds or specified funds, specify a date range, and to sort the listing by Fund Code or Fund Name, in ascending or descending order, by date.
For each fund, the report displays a summary section containing the Fund Name, Fund Code, and the following amounts: Initial Allocation, Spent, Additional Allocations, Committed, Today's Cash Balance, and the Free Balance.
The lower portion lists fund activity for the selected time period, including for each entry: Date, Event (allocation or expenditure), Reason, Invoice No., Vendor, Amount, and the Running Cash Balance.
Distribution Profile Entries Sortable: The sequence of the rows displayed in the Distribution Profile can now be customized by the user. To move a row: left-click the icon in the Move column, and hold the mouse button down. Then drag the row to the desired position in the list. Be sure to click the Save button when the list is sequenced as desired.
Search Results Page Navigation Controls: Multiple page search results now contain page navigation controls at the top and bottom of each page. Click Prev or Next to move one page, or click a page number to view that page. Results with more than ten (10) pages will display an ellipsis (...) control, which will move nine pages forward or backward as selected.
Contents of Field 245 Subfields $n and $p Now Display in Search Results: If a MARC record contains a 245 field including subfields $n and $p, the OSA search results will display the contents of those subfields.
Vendor Account Number Included on Printed Orders and Notices: The Vendor Account Number will now be included on printed Purchase Orders, Claim Notices, Cancel Notices, Cancellation Notices, and Return Notices.
Changes and Fixes
Multiple Instances of a 020 Field, Subfield $a in Downloaded MARC Records Create Multiple Title Records: Previously, if MARC records downloaded from a Vendor Web site contained multiple occurrences of a 020 field, subfield $a (ISBN), OSA would create a title record on the list for each ISBN. This problem has been corrected.
Special Charges - Inadvertently Pressing Enter Key Caused OSA Interface Corruption: Previously, while using the Special Charges and Credits Management dialog to add a new type of charge or credit, if you inadvertently pressed the Enter key before clicking the Save button, OSA would interpret that action as an attempt to Save the entry. While attempting to react to that incorrect interpretation the display of the OSA interface would become corrupted. This problem has been corrected.
Incorrect Display of Hyperlinks on PO Acknowledgment Search Results: Previously, on the PO Acknowledgements Search Results screen the system was displaying entries in the PO Number column as hyperlinks when the user was not assigned the View PO Acknowledgements permission. This problem has been corrected.
Re-sorting Completed Shipments for Packing List Causes Incorrect Display: Previously, if the user opened a Packing Slip Receipt from the Packing Slips Receipts display (generated from the Completed Packing Slips option), clicking a column heading to re-sort the list caused the Add checked items to this invoice dialog to be replaced by the Options for Checked Items dialog. This problem has been corrected.
Parsing Error for Some Random House PO Acknowledgements: Previously, some PO Acknowledgments from Random House contained an unexpected element that caused a parsing error. This problem has been corrected.
Changes and Fixes
MARC Download Status Indicator: Previously, when downloading MARC records, the Download Status Indicator was not displayed if the Order Record was the only MARC record source. Also, in cases where there were multiple databases configured, the progress indication was not being calculated properly. These problems have been corrected.
Records With Comma or Tilde in Format Cause Error: Previously, when a records Format data included a comma or a tilde, adding that record to a selection list would cause a Bad Lookup Type error. This problem has been corrected.
Order History Report: Previously, under a certain set of circumstances, the Order History Report would display the incorrect quantity ordered. Those circumstances were:
When a specific title was ordered using multiple funds across multiple POs,
AND the report was limited to a specific fund,
AND either the receive date or the invoice approval date were outside of the selected date range,
the quantity displayed would reflect ALL funds, not the selected fund.
This problem has been corrected.
X12 Parse Error when Vendor Acknowledgements and Invoices FTP'd in ASCII: In version 2.6, transfers of an EDI file to OSA in ASCII code would fail, displaying the error message The X12 parser failed in the Electronic Ordering Error Log. This problem has been corrected.
Final ISBN-13 EDI Modifications: Final modifications for dealing with the ISBN-13 changes have been made for OSA's EDI transactions with vendors. OSA has been able to send ISBN-13 information since 2005; minor adaptations were made to accommodate final recommendations made by the Book Industry Standard Group (BISG).
Changes and Fixes
Order History Report Processing: Previously, the Order History Report processing was slowed significantly when certain data sets were returned in a search. This problem has been corrected.
Improvements
Editing On-the-Fly Records: On the list details (title list) screen, when items are manually added to a list using the Add New Item To This List link, the user now has the ability to edit the title, author, and other bibliographic information on the item details page until the list is ordered or encumbered. Changing this data also changes the underlying MARC record.
Order History Report Search Dialog:
The Fund section now includes an additional drop-down list with two entries: Funds and Fiscal Year. This provides the user the ability to limit the report to a certain fund or to a certain fiscal year.
When the user selects Funds, the drop-down list to the right will display the list of Funds that are available to the currently logged on user.
When the user selects Fiscal Year, the drop-down list to the right will display the fiscal years that exist in the system.
The Status drop-down now includes a new status: Received/Not Invoiced.
Fiscal Year Overlap - Cloning and Closing Funds: For institutions pre-selecting or pre-ordering certain items for the next fiscal year, while still trying to order as much as possible using the current fiscal years budget, OSA now offers the capability of cloning the entire set of funds to the new year, and when desired offers the ability to close (remove the capability to order from) the funds from the previous fiscal year. The Fiscal Year Rollover Wizard (previously named the Fiscal Year Maintenance Wizard) has been modified to reflect these changes. If funds are cloned to a new fiscal year, the Fiscal Year Rollover Wizard cannot be used to rollover into that same fiscal year. The Close Funds capability must be used.
Fund Maintenance Dialog - Initial Allocation: The Fund Maintenance dialog will now display the Initial Allocation amount just above the Allocation entry. If the user has the permissions required to edit the fund, and if the initial allocation has not been finalized, the Initial Allocation will display in a text entry box so that the user can edit it. If the user changes the Initial Allocation, OSA will automatically adjust the Allocation by the amount of the difference and log that allocation difference to the Fund History table, until the initial allocation has been finalized. A check box will display next to the entry box advising: Check here to finalize the initial allocation. You will no longer be able to edit the initial allocation after it has been finalized.
Once finalized, the initial allocation is set for the year and may not be changed by users. (Please note that you can also finalize initial allocations during the clone funds process or by selecting Edit or Finalize Initial Allocations on the OSA Administration Menu under Fiscal Year Maintenance).
Reopen Completed Packing Slips: OSA will now allow a user to reopen a completed packing slip, even if the packing slip contains one or more units which have been added to an invoice. OSA will not allow users to remove units from a packing slip that appear on an approved invoice.
Invoicing/Receiving - Multiple Units Arriving Separately: When multiple units are ordered, but arrive at the library separately and are invoiced separately, OSA now ensures that the same unit is both received and invoiced, and the other units simply remain on order. This precludes having multiple units partially in process.
Empty Fields in MARC Configuration: OSA now allows the MARC configuration form to be submitted with empty fields, permitting libraries to choose not to complete all the information that is part of the 945 subfield mapping template. An empty field will default to null.
Changes and Fixes
Order History Report - Viewing Unauthorized Fund Information: Previously, even though the Order History Search dialog, Funds drop-down list was populated with only the funds to which the currently logged on user was authorized access, if the user chose the All Funds option and then ran the Order History Report, the report could still display information for items linked to funds that the user did not have access to. This problem has been corrected.
Deleting Invoice Causes Incorrect Item Status: Previously, if an institution was using separate Invoicing/Receiving, and if items had been received on a packing slip, and if those same items have been added to an invoice, then deleting the invoice would cause the internal unit status of the items to become "O" which did not represent the receipt status as it should. This problem has been corrected.
Changes to Approved Invoices: Previously, after a user had approved an invoice, the Back button on the browser would allow the user to view the already approved invoice, and to add or remove items from the approved invoice. This problem has been corrected and this action is no longer allowed.
Failed Transaction Processing: Previously, if an OSA transaction failed, OSA would process the transaction items up to the point of failure. OSA has been modified so that if a failure occurs for any transaction line item, then NONE of the line items will be processed.
Lists Not Sorted According to Preferences: Changes made in version 2.5.1 caused lists in OSA to no longer sort according to the settings in the user's My Info preferences. This problem has been corrected.
Large Uploads to a List: Previously, when uploading a very large file of records to a list in OSA, the pop-up window would time out the connection and the pop-up window would disappear, but the upload would continue. The user did not get a confirmation message, and did not have the option to address duplicate records. This problem has been corrected.