Aspen Discovery releases new features, enhancements, and patches on a monthly basis. Below are highlights from the full release notes. The highlights focus on major enhancements, new settings and permissions, and big changes with product integrations. The full release notes for each month are linked with the relevant highlights.
Administration
Koha
- IP Address single sign-on restriction settings added
- Single sign-on (SSO) Settings > Restrict single sign-on by IP address
- Primary Configuration > IP Addresses > Allow Single Sign-on (SSO)
- Open Archive Facet Settings added
- Open Archives > Open Archives Facet Settings
- Website Facet Settings Added
- Website Indexing > Website Facet Settings
- Permissions to edit facests for Websites and Open Archives
- Administer All Website Facet Settings
- Administer Library Website Facet Settings
- Administer All Open Archives Facet Settings
- Administer Library Open Archives Facet Settings
- Permission added allowing for fields to be locked and unlocked
- Lock Administration Fields
- Polls in Web Builder added with permissions:
- Administer All Quick Polls
- Administer Library Quick Polls
- Forgot Barcode setting to retrieve barcode via Twilio text message
- Library Systems > ILS/Account Integration > User Profile > Enable "Forgot Barcode?" Link on Login Screen
Koha
- LiDA add supports hold cancellation workflow
- Holds available for pickup can be modified
- Aspen will not send updated patron information if info is marked as not modifiable
- Exported files can be GZipped
- "Forgot Password" and "Forgot Barcode" added to the login screen if enabled
- Self-check out through app if enabled
- Export CSV for eCommerce and Donation reports
- Permissions to allow libraries to see only their ecommerce and donation reports
- View eCommerce Reports for All Libraries
- View Donations Reports for All Libraries
- View eCommerce Reports for Home Library
- View Donations Reports for Home Library
- Self-checkout SIP function added for handling barcode
- API endpoint for self-checkout to support barcode
- Solr server can now be used when creating new sites
Aspen Discovery GitHub
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Contact Equinox about documentation and training opportunities via email at:
training-events@equinoxOLI.org.
training-events@equinoxOLI.org.
Equinox Open Library Initiative Inc. is a 501(c)3 corporation devoted to the support of open source software for public libraries, academic libraries, school libraries, and special libraries. As the successor to Equinox Software, Inc., Equinox provides exceptional service and technical expertise delivered by experienced librarians and technical staff. Equinox offers affordable, customized consulting services, software development, hosting, training, and technology support for libraries of all sizes and types.
To learn more, please visit https://www.equinoxOLI.org
To learn more, please visit https://www.equinoxOLI.org
This guide was created using SubjectsPlus, an open source content management system for information sharing. Interested in how SubjectsPlus could benefit your organization? Learn more by visiting us at: https://www.equinoxoli.org/products/subjectsplus.
Administration
Integrations
- Allows custom facets to be defined within Aspen Indexing.
- Indexing Profiles > Custom Facets
- Optimize loading indexing settings at index time to avoid loading them in 2 places.
- A default cover image can be selected for each website indexing settings
- Website Indexing -> Settings -> Background Image for Default Covers
- SSO authentication through SAML, LDAP, and oAuth now support separate fields for username and barcodes in the database.
- A default cover image can be selected for individual Open Archives collections
- Open Archives -> Collections -> Background Image for Default Covers
- Updates and new settings for Events
- Events -> LibraryMarket - Library Calendar Settings -> Events in Lists
- Events -> LibraryMarket - Library Calendar Settings -> Bypass event pages in Aspen
- Events -> Springshare - LibCal Settings -> Events in Lists
- Events -> Springshare - LibCal Settings -> Bypass event pages in Aspen
- Events -> Communico - Attend Settings -> Events in Lists
- Events -> Communico - Attend Settings -> Bypass event pages in Aspen
- Some light styling and behavior adjustments to the event registration modal.
- Updated facet and index options for all event integrations.
- New setting to make facets for all event integrations editable.
- Facet counts for events can be disabled/enabled separately from grouped works.
- New setting for setting a specific number of days to index.
- New facet added to limit start dates for events to a specified range
- New Permissions: Administer Events Facet Settings
- Events > Events Facet Settings
- Events -> LibraryMarket - Library Calendar Settings -> Number of Days To Index
- Events -> Springshare - LibCal Settings -> Number of Days To Index
- Events -> Communico - Attend Settings -> Number of Days To Index
Integrations
- Twilio
- New settings added to allow SMS messages to send through Twilio.
- New permissions: Administer Twilio
- System Administration > Twilio Settings
- Library > Messaging Settings > Twilio Settings
- New settings added to allow SMS messages to send through Twilio.
- Koha
- Patrons can renew early manually even if the checkout is scheduled for auto-renewal (if renewal is permissible).
- New setting for custom ILL Item Types. If left undefined, default will be the previous standard ILL.New Settings
- Library Systems > Interlibrary loans > Interlibrary Loan Item Types
- New search field displays at the top of the Discovery screen. Search tab removed from navigation.
- New setting to allow for utilize self-check in Aspen LiDA.
- New permission: Administer Aspen LiDA Self-Check Settings
- Aspen LiDA > Self-Check Settings
- Border added to yellow/warning-styled labels to increase contrast. Border color is inherited from the theme "Warning" button border color.
- Labels on the Account Summary page have been updated to "Checked Out Titles" and "Titles on Hold" to create consistency in navigation.
- Username and barcode fields are now split in database for Users.
- Display order updated for “Where is it?” dialog. Order is defined as:
- Active Library (if in a branch)
- Home Library (if logged in)
- Nearby Libraries (for user if logged in)
- Nearby Libraries (if in a branch)
- Other branches at the library system in alphabetical order (if the system is multi-branch and they aren't shown above)
- All other branches in alphabetical order
Aspen Discovery GitHub
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Contact Equinox about documentation and training opportunities via email at:
training-events@equinoxOLI.org.
training-events@equinoxOLI.org.
This guide was created using SubjectsPlus, an open source content management system for information sharing. Interested in how SubjectsPlus could benefit your organization? Learn more by visiting us at: https://www.equinoxoli.org/products/subjectsplus.
Administration
- Masquerade Mode now able to be restricted to specific IP addresses
- Library > ILS/Account Integration > Masquerade Mode > Allow Masquerade Mode - Added Allowed from enabled IP Addresses
- IP Addresses > Allow Masquerade
- New Single Sign-on settings to force users to re-authenticate when logging into Aspen
- Single Sign-on (SSO) Settings > Force users to re-authenticate with the IdP when logging into Aspen
- A default cover image can be selected for covers generated for library catalog items.
- Themes > Default Cover to add an image to be used for default covers
- Ability to upload new images for format category icons
- Themes > Format Category Icons to add images for format category icons
- New API to third party registration
- Updated permissions: Library Self Registration has been renamed Library Registration and controls both
- Library > ILS/Account Integration > Third Party Registration > Enable Third Party Registration
- Library > ILS/Account Integration > Third Party Registration > Home Location for Third Party Registrations
- Library > ILS/Account Integration > Third Party Registration > Patron Type for Third Party Registrations when address has been validated
- Library > ILS/Account Integration > Third Party Registration > Patron Type for Third Party Registrations when address has been not been validated
- CARL.X
- Patron privacy improvements - item notes will be automatically stripped from MARC file exports to remove any patron identifiers
- Now allows login with barcode/last name configuration.
- Account Profiles > Login Configuration - Added Barcode and Last Name
- Automatically update patron's pickup location whent the home location changes.
- INN-Reach
- Integration is no longer limited to Prospector, ant INN-Reach system can be integrated. Linking is now done with the Interlibrary Loan URL.
- Library > Interlibrary loans > INN-Reach > Repeat In INN-Reach
- Library > Interlibrary loans > INN-Reach > Enable INN-Reach Integration
- Library > Interlibrary loans > INN-Reach > Show INN-Reach Results At End Of Search
- Integration is no longer limited to Prospector, ant INN-Reach system can be integrated. Linking is now done with the Interlibrary Loan URL.
- Sierra
- Patrons are now able to update their Home Library if enabled in library settings.
- Improvements and fixes to sorting of titles and lists.
- Square is now a supported vendor
- New Permissions: Administer Square - Controls if the user can change Square settings.
- ECommerce > Square
Aspen Discovery GitHub
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Contact Equinox about documentation and training opportunities via email at:
training-events@equinoxOLI.org.
training-events@equinoxOLI.org.
Administration
- New setting to show the book cover for editions in the grouped works display.
- Catalog / Grouped Works > Grouped Work Display > Search Results > Show Covers for Editions
- New option to allow single sign-on to bypass the Aspen Discovery login page.
- Primary Configuration > Single Sign-on (SSO) Settings > Bypass the Aspen Discovery patron login page
- New options to target the application of book cover images to bib and grouped work levels.
- New permissions and settings to allow staff to be assigned to edit specific Browse Category Groups.
- New Permissions: Administer Selected Browse Category Groups - Allows the user to view and edit only the Browse Category Groups they are assigned to.
- Local Catalog Enrichment > Browse Category Groups > Additional Users who can edit this group
- Sierra integration has a new setting that allows the Sierra MatType to be used as part of format determination.
- ILS > Indexing Profiles > Sierra Settings > Check Sierra Material Type during format determination
- When patrons use the Renew All option the renewals will now include titles checked out to linked accounts.
- PayPal Payflow added as a new eCommerce integration.
- ECommerce > PayPal
Aspen Discovery GitHub
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Contact Equinox about documentation and training opportunities via email at:
training-events@equinoxOLI.org.
training-events@equinoxOLI.org.
Administration
- New setting for single sign-on to bypass the patron login page.
- Primary Configuration > Single Sign-on (SSO) > Bypass the Aspen Discovery patron login page
- New setting in Theme to customize tab colors.
- Theme & Layout > Themes > Tabs
- Collection Spotlights limited to 100 titles at once.
- Evergreen integration now allows lists and reading history to be imported into Aspen.
Aspen Discovery GitHub
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Contact Equinox about documentation and training opportunities via email at:
training-events@equinoxOLI.org.
training-events@equinoxOLI.org.
Equinox Open Library Initiative Inc. is a 501(c)3 corporation devoted to the support of open source software for public libraries, academic libraries, school libraries, and special libraries. As the successor to Equinox Software, Inc., Equinox provides exceptional service and technical expertise delivered by experienced librarians and technical staff. Equinox offers affordable, customized consulting services, software development, hosting, training, and technology support for libraries of all sizes and types.
To learn more, please visit https://www.equinoxOLI.org
This guide was created using SubjectsPlus, an open source content management system for information sharing. Interested in how SubjectsPlus could benefit your organization? Learn more by visiting us at: https://www.equinoxoli.org/products/subjectsplus.
Administration
- Searching added to various areas of administration settings.
- Themes can now be shared within the Aspen community.
- IP Address tracking is disabled by default to comply with GDPR. Tracking can be enabled as needed for diagnostics.
- New checkbox added to themes to indicate that the theme is for higher contrast and other accessible options.
- Certified Payments By Deluxe added as a new eCommerce integration
- ECommerce > Certified Payments By Deluxe Settings
- Communico added as a new third party integration.
- New permissions: Administer Communico Settings - Allows the user to administer integration with Communico for all libraries
- Events > Communico Settings
- Evergreen integration now has the ability to email the patron a link to recover their Pin/password.
- Your administrator will need to edit the appropriate Evergreen email template so the password reset link goes to: https://yourAspenSiteUrl/MyAccount/PasswordRecovery/?uniqueKey=[% target.uuid %]. See https://docs.evergreen-ils.org/eg/docs/latest/admin/actiontriggers.html.
- Evergreen integration now allows the patron to set a new pin/password self-service.
Aspen Discovery GitHub
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Contact Equinox about documentation and training opportunities via email at:
training-events@equinoxOLI.org.
training-events@equinoxOLI.org.
Equinox Open Library Initiative Inc. is a 501(c)3 corporation devoted to the support of open source software for public libraries, academic libraries, school libraries, and special libraries. As the successor to Equinox Software, Inc., Equinox provides exceptional service and technical expertise delivered by experienced librarians and technical staff. Equinox offers affordable, customized consulting services, software development, hosting, training, and technology support for libraries of all sizes and types.
To learn more, please visit https://www.equinoxOLI.org
This guide was created using SubjectsPlus, an open source content management system for information sharing. Interested in how SubjectsPlus could benefit your organization? Learn more by visiting us at: https://www.equinoxoli.org/products/subjectsplus.
Administration
- Account profiles can be assigned at the library system level instead of just by branch.
- Single sign-on can be used for account profile authentication.
- New setting to have the library receive an email when a materials request is submitted.
- Primary Configuration > Library Systems > Materials Request > Send email to library when Materials Requests are created
- Primary Configuration > Library Systems > Materials Request > Email to receive notifications for new Materials Requests
- New settings to have a staff member receive an email when a materials request is assigned to them. Staff can opt out of these emails.
- Primary Configuration > Library Systems > Materials Request > Send email to staff when they are assigned a Materials Request
- My Account > Account Settings > Staff Settings > Receive an email when a Materials Request is assigned to me
- Single sign-on settings consolidated under Primary Configuration.
- New option to use single sign-on as the only point of authentication when the ILS does not have patron accounts.
- Primary Configuration > Single Sign-on (SSO) Settings > Only authenticate users with single sign-on
- New option for patrons to ask libraries to inform another party when a donation is made in honor or memory of someone.
- New library-level settings in LiDA General Settings.
- Aspen LiDA > General Settings
- New setting to automate rotation to landscape mode when accessing Library Card screen.
- Aspen LiDA > General Settings > Automatically rotate the library card screen to landscape
- Moved some settings for LiDA to a new section, Location Settings, for those location specific settings that were previously under App Settings.
Aspen Discovery GitHub
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Contact Equinox about documentation and training opportunities via email at:
training-events@equinoxOLI.org.
training-events@equinoxOLI.org.
Equinox Open Library Initiative provides innovative open source software for libraries of all types and delivers extraordinary service at exceptional value. Equinox builds upon more than a decade of trusted service and technical expertise, providing consulting services, software development, hosting, training, and support for Evergreen ILS, Koha ILS, and other open source library software.
To learn more, please visit https://www.equinoxOLI.org
To learn more, please visit https://www.equinoxOLI.org
This guide was created using SubjectsPlus, an open source content management system for information sharing. Interested in how SubjectsPlus could benefit your organization? Learn more by visiting us at: https://www.equinoxoli.org/products/subjectsplus.
eCommerce
- ProPay removed as an eCommerce integration.
- New settings for patron reading history to control whether patron opt in/out is communicated to the ILS.
- New settings for patron reading history to allows history to be disabled by patron type.
- Primary Configuration > Library Systems > ILS / Account Integration > Opting in to Reading History Updates ILS settings
- Primary Configuration > Library Systems > ILS / Account Integration > Opting out of Reading History Updates ILS settings
- Primary Configuration > Library Systems > ILS / Account Integration > Opting in to Reading History Updates ILS settings
- New settings to prevent users from removing linked accounts by patron type.
Aspen Discovery GitHub
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Contact Equinox about documentation and training opportunities via email at:
training-events@equinoxOLI.org.
training-events@equinoxOLI.org.
Equinox Open Library Initiative provides innovative open source software for libraries of all types and delivers extraordinary service at exceptional value. Equinox builds upon more than a decade of trusted service and technical expertise, providing consulting services, software development, hosting, training, and support for Evergreen ILS, Koha ILS, and other open source library software.
To learn more, please visit https://www.equinoxOLI.org
To learn more, please visit https://www.equinoxOLI.org
This guide was created using SubjectsPlus, an open source content management system for information sharing. Interested in how SubjectsPlus could benefit your organization? Learn more by visiting us at: https://www.equinoxoli.org/products/subjectsplus.
eCommerce
- InvoiceCloud added as a new eCommerce integration.
- eCommerce > InvoiceCloud
- Custom updates to grouped works data will be the default instead of the generic Novelist data.
- Card screen now displays linked account barcodes.
- Reading History now available from the Account page.
- New Notification Type "Account Alerts" added to LiDA Notification Settings. Account Alerts is left unselected by default.
- Holds can now be placed at the grouped works level (brings the mobile experience in line with the browser performance).
- User lists can be sorted. Lists are now paged instead of one long scroll.
- Notifications settings for LiDA moved within Administration from Local Catalog Enrichment to the Aspen LiDA admin section.
Aspen Discovery GitHub
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Contact Equinox about documentation and training opportunities via email at:
training-events@equinoxOLI.org.
training-events@equinoxOLI.org.
Equinox Open Library Initiative provides innovative open source software for libraries of all types and delivers extraordinary service at exceptional value. Equinox builds upon more than a decade of trusted service and technical expertise, providing consulting services, software development, hosting, training, and support for Evergreen ILS, Koha ILS, and other open source library software.
To learn more, please visit https://www.equinoxOLI.org
To learn more, please visit https://www.equinoxOLI.org
This guide was created using SubjectsPlus, an open source content management system for information sharing. Interested in how SubjectsPlus could benefit your organization? Learn more by visiting us at: https://www.equinoxoli.org/products/subjectsplus.