Chapter 12. 2.9.0 New Features

Table of Contents

Improved reporting of progress during purchase order activation
"Blanket" Orders
Examples in Apache configuration for "No Image"
Pre-Expiration A/T Event Definition
Improved caching of web server templates
Display Authority Subject Heading Thesaurus Value
Importing Statistical Categories
Remove the ‡ Z39.50 target from seed data
SKOS for coded values
MARC Tag-table Service
Web staff client cataloging preview
Conditional Negative Balances
Selfcheck Inactivity Warning
User Registration Includes Inactive Accounts in Dupe Search
Link in catalog to clear Added Content cache
Disable Google Analytics in Staff Client
Move Acquisitions Admin Menu
Account Expiration Date in My Account
Change to Available Copies Display
Column sorting in circulation screens
New bib source variable for catalog customization
New class attribute for e-resource links
Removal of deprecated "JSPAC" interface
Removal of legacy selfcheck interface


Improved reporting of progress during purchase order activation

The progress dialog that is displayed when activating a purchase order now displays more information, particularly during the asset creation phase. It is now also updated in a more linear fashion; making it less likely for it to appear that the activation has stalled.

"Blanket" Orders

"Blanket" orders allow staff to invoice an encumbered amount multiple times, paying off the charge over a period of time. The work flow supported by this development assumes staff does not need to track the individual contents of the order, only the amounts encumbered and invoiced in bulk.


  1. Staff creates PO with a Direct Charge of "Popular Fiction 2015" and a charge type of "Blanket Order".
  2. The amount entered for the charge equals the total amount expected to be charged over the duration of the order.
  3. When a shipment of "Popular Fiction" items arrive, staff creates an invoice from the "Popular Fiction 2015" PO page and enters the amount billed/paid for the received shipment under the "Popular Fiction 2015" charge in the invoice.
  4. When the final shipment arrives, staff select the Final invoice for Blanket Order option on the invoice screen to mark the PO as received and drop any remaining encumbrances to $0.

    1. Alternatively, if the PO needs to be finalized without creating a final invoice, staff can use the new Finalize Blanket Order option on the PO page.

New Components/Terminology/Concepts

  • Invoice Item Types have a new flag called blanket, available under Admin → Server Administration → Acq → Invoice Item Types in the staff client.
  • Any direct charge using a blanket item type will create a long-lived charge that can be invoiced multiple times.
  • Such a charge is considered open until its purchase order is "finalized" (received).
  • "Finalizing" a PO changes the PO’s state to received (assuming there are no pending lineitems on the PO) and fully dis-encumbers all blanket charges on the PO by setting the fund_debit amount to $0 on the original fund_debit for the charge.
  • Invoicing a blanket charge does the following under the covers:

    1. Create an invoice_item to track the payment
    2. Create a new fund_debit to implement the payment whose amount matches the invoiced amount.
    3. Subtract the invoiced amount from the fund_debit linked to the original blanket po_item, thus reducing the amount encumbered on the charge as a whole by the invoiced amount.
  • A PO can have multiple blanket charges. E.g. you could have a blanket order for "Popular Fiction 2015" and a second charge for "Pop Fiction 2015 Taxes" to track / pay taxes over time on a blanket charge.
  • A PO can have a mix of lineitems, non-blanket charges, and blanket charges.
  • A blanket Invoice Item Type cannot also be a prorate type, since it’s nonsensical. Blanket items are encumbered, whereas prorated items are only paid at invoice time and never encumbered.