forward-port 2.10.0 release notes

[Evergreen.git] / docs / RELEASE_NOTES_2_10.adoc

Evergreen 2.10.0 Release Notes
==============================
:toc:
:numbered:

Upgrade notes
-------------

* Support for PostgreSQL 9.1 is deprecated as of
  the release of Evergreen 2.10.0. Users are recommended
  to install Evergreen on PostgreSQL 9.2 or later.
* In the next major release following 2.10.0, Evergreen will no
  longer officially support PostgreSQL 9.1.
* Please read the release notes thoroughly for information
  about changes that Evergreen administrators may need
  to make manually when upgrading to 2.10.0.  In particular,
  the enhancement to user password storage introduces a
  new service, `open-ils.auth_internal`, and requires
  changes to `opensrf.xml` in order for users to be able
  log in.

New Features
------------



Acquisitions
~~~~~~~~~~~~



PO Line item "paid" label
^^^^^^^^^^^^^^^^^^^^^^^^^
A new "paid" label appears along the bottom of each line item in the PO 
display when every non-canceled copy on the line item has been invoiced.




Disencumber funds on invoice close
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Fund debits linked to an invoice are now marked as paid (encumbrance=false)
when the invoice is marked as closed/complete instead of at invoice create
time.  This is particularly useful for EDI invoices which may be 
created well in advance of receipt and payment.





PO actions selector always visible
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

The actions selector is now always visible in the purchase order view,
even when no line items exist.  With this, users can print PO's that
only contain direct charges.

The custom "Add Brief Record" button is no longer present, since the
same action is accessible via the now-visible selector.




Administration
~~~~~~~~~~~~~~



Set application name when connecting to database
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The services that connect directly to the PostgreSQL database
(and Clark Kent) now look for an application_name parameter
as part of the database login credentials specified in
`opensrf.xml`.  If present, the value is used to set the
application name Pg connection value; this in turn shows up in
the Postgres `pg_stat_activity` table and Pg's logs.




Credit card receipts and privacy
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

To improve privacy and security, Evergreen now stores less data 
about credit card transactions.  The following fields are no 
longer stored:

 * `cc_type`
 * `cc_first_name`
 * `cc_last_name`
 * `expire_month`
 * `expire_year`

NOTE: All existing data within these fields will be deleted during
the upgrade.  Reports using this data will no longer function.

Additionally, a tool has been added to Evergreen for clearing the 
last 4 digits of the credit payment from the database after payments
reach a certain age.

Print/email templates
+++++++++++++++++++++

The stock print and email payment templates have been modified to no 
longer use these fields, but only when the existing templates matched
the stock templates.  If local changes have been applied, it will
be necessary to modify local templates to avoid referencing these
fields which no longer exist.

Any templates whose hook is "money.format.payment_receipt.print" or 
"money.format.payment_receipt.email" may need modification.  In stock
Evergreen, these are templates:

1. "money.payment_receipt.email" (stock id 29)
2. "money.payment_receipt.print" (stock id 30)

Example diff:

[source,diff]
---------------------------------------------
-  [% CASE "credit_card_payment" %]credit card (
-      [%- SET cc_chunks = mp.credit_card_payment.cc_number.replace(' ','').chunk(4); -%]
-      [%- cc_chunks.slice(0, -1+cc_chunks.max).join.replace('\S','X') -%] 
-      [% cc_chunks.last -%]
-      exp [% mp.credit_card_payment.expire_month %]/[% mp.credit_card_payment.expire_year -%]
-  )
+  [% CASE "credit_card_payment" %]credit card
+  [%- IF mp.credit_card_payment.cc_number %] ([% mp.credit_card_payment.cc_number %])[% END %]
---------------------------------------------

Clearing the last 4 of the CC number
++++++++++++++++++++++++++++++++++++

To activate automatic CC number clearing, add the following to opensrf's
crontab.  Change timing to suit.

[source,sh]
---------------------------------------------
5  4  * * *   . ~/.bashrc && $EG_BIN_DIR/clear_cc_number.srfsh
---------------------------------------------

The default retention age is 1 year, but this can be changed by modifying
`clear_cc_number.srfsh` (typically found in `/openils/bin/`).  Replace "1 year"
with the age of your choice.






Configure multiple telephony servers via action/trigger
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
If you are using the AstCall action/trigger reactor
to generate callfiles to send to an Asterisk server, until
now the only place to specify the relevant configuration
was in `opensrf.xml`. However, this restricted an Evergreen
consortium to using only one Asterisk instance.

Now, the telephony parameters can also be specified as 
A/T event parameters, allowing per-library configuration.

.Telephony parameters
|===
| Name | Example value

| enabled
| 0

| driver
| "SIP"

| channels
| ["Zap/1", "Zap/2", "IAX/user:secret@widgets.biz"]

| host
| "localhost"

| port
| "10080"

| user
| "evergreen"

| pw
| "evergreen"

| callfile_lines
| ["MaxRetries: 3", "RetryTime: 60", "WaitTime: 30", "Archive: 1", "Extension: 10"]
|===




Juvenile-to-adult batch script honors library setting
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

The batch `juv_to_adult.srfsh` script that, when set up as a cronjob,
is responsible for toggling a patron from juvenile to adult now
honors the age value set in the library setting named "Juvenile Age
Threshold" (`global.juvenile_age_threshold`).  When no library setting value
is present at a given patron's home library, the value passed in to the
script will be used as a default.




New reporting source for hold/copy ratios
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
A new reporting source is added, "Hold/Copy Ratio per Bib
and Pickup Library (and Descendants)", that, for each bib
that has a hold request on it or any of its components,
calculates the following:

 * active holds at each OU (including the OU's descendants)
 * holdable copies at each OU (and its descendants)
 * the ratio of the above two counts
 * counts and ratio across the entire consortium

This source differs from the "Hold/Copy Ratio per Bib
and Pickup Library" source by including all descendants
of the organization unit one is filtering on.

One use case is allowing a multi-branch system within an
Evergreen consortium that doesn't do full resource sharing
to readily calculate whether additional copies should be
purchased for that system.




New patron action/trigger notice
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

A new action/trigger event definition ("New User Created Welcome Notice") 
has been added that will allow you to send a notice after a new patron has 
been created, based on the actor.usr create-date field.

This notice can be used for various tasks.

  * Sending a welcome email to new patrons to market library services.
  * Confirm that a new patron email address is correct.
  * Generate postal notices to send a welcome packet to new patrons.

Enable this event in the staff client at *Admin* -> *Local Administration* 
-> *Notifications / Action Triggers*.




Improved password management and authentication
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Evergreen user passwords are now stored with additional layers of 
encryption and may only be accessed directly by the database, not
the application layer.

All API changes are backwards compatible with existing 3rd-party
clients.

Migrating passwords
+++++++++++++++++++

Passwords are migrated for each user automatically the first time a user
logs in under the new setup.  However, it is also possible to force
password migration for a given user via a database function:

[source,sql]
------------------------------------------------------------
-- actor.migrate_passwd() will only migrate un-migrated 
-- accounts, but it's faster to avoid any re-migration attempts.
SELECT actor.migrate_passwd(au.id)
FROM actor.usr au
    LEFT JOIN actor.passwd pw ON (pw.usr = au.id)
WHERE pw.usr IS NULL; 
------------------------------------------------------------

Using this, admins could perform manual batch updates to force all
users to use the new, more secure passwords, regardless of when or
whether a patron logs back into the system.  

Beware that doing this for all users in a large database will 
take some time and should probably be performed in batches.

Changing Encryption Work Factor
+++++++++++++++++++++++++++++++

Roughly speaking, the 'work factor' determines the amount of time/effort
required to crack passwords.  The higher the value, the more secure the
password.  Higher values also mean that it takes longer for password
verification (e.g. during login) to work.

At time of release, Evergreen uses a work factor value of 10.  The value
is set in the database table/column actor.passwd_type.iter_count (hash
iteration count).  When this value is modified, any passwords created or
modified after the change will use the new work factor.  Other passwords
will continue using the work factor in place when they were
created/modified, until they are changed once again.

Beware that raising the work factor can have a significant impact on
login speeds.  A work factor of 10 requires ~0.1 seconds to verify a
password.  A work factor of 15 takes almost 2 full seconds!  Also beware
that once a password is encoded with a higher work factor, it cannot be
lowered again through any automatic means.  The owner of the password
would have to log in and modify the password after the work factor is
re-lowered.

Because of this, it's recommended that admins thoroughly test work
factor modifications before deploying to production.

To check encryption timing:

[source,sql]
--------------------------------------------------------------------------
-- enable psql timing
evergreen=# \timing

-- encode password "HELLOWORLD" with a work factor of 10.
evergreen=# select crypt('HELLOWORLD', gen_salt('bf', 10));
(1 row)

Time: 95.082 ms
--------------------------------------------------------------------------

open-ils.auth_internal
++++++++++++++++++++++
To support the new storage mechanism, a new Evergreen service has
been added called `open-ils.auth_internal`.  This service runs on
the private OpenSRF/XMPP domain and is used to store authenticated 
user data in the authentication cache.  

This is a required service and changes to `opensrf.xml` (typically 
`/openils/conf/opensrf.xml`) are needed to run the new service.

.Modifying opensrf.xml
* A new `<open-ils.auth_internal>` app stanza is added to define the 
  new service
* Cache timeout settings are moved from the app stanza for `open-ils.auth`
  into `open-ils.auth_internal`
* `open-ils.auth_internal` is added to the set of running services for the 
  domain.

Example diff:

[source,diff]
---------------------------------------------------------------------
diff --git a/Open-ILS/examples/opensrf.xml.example b/Open-ILS/examples/opensrf.xml.example
index 3b47481..59f737a 100644
--- a/Open-ILS/examples/opensrf.xml.example
+++ b/Open-ILS/examples/opensrf.xml.example
@@ -424,6 +424,29 @@ vim:et:ts=4:sw=4:
                 </unix_config>
                 <app_settings>
                     <!-- defined app-specific settings here -->
+                    <auth_limits>
+                        <seed>30</seed> <!-- amount of time a seed request is valid for -->
+                        <block_time>90</block_time> <!-- amount of time since last auth or seed request to save failure counts -->
+                        <block_count>10</block_count> <!-- number of failures before blocking access -->
+                    </auth_limits>
+                </app_settings>
+            </open-ils.auth>
+
+            <!-- Internal authentication server -->
+            <open-ils.auth_internal>
+                <keepalive>5</keepalive>
+                <stateless>1</stateless>
+                <language>c</language>
+                <implementation>oils_auth_internal.so</implementation>
+                <unix_config>
+                    <max_requests>1000</max_requests>
+                    <min_children>1</min_children>
+                    <max_children>15</max_children>
+                    <min_spare_children>1</min_spare_children>
+                    <max_spare_children>5</max_spare_children>
+                </unix_config>
+                <app_settings>
+                    <!-- defined app-specific settings here -->
                     <default_timeout>
                         <!-- default login timeouts based on login type -->
                         <opac>420</opac>
@@ -431,13 +454,10 @@ vim:et:ts=4:sw=4:
                         <temp>300</temp>
                         <persist>2 weeks</persist>
                     </default_timeout>
-                    <auth_limits>
-                        <seed>30</seed> <!-- amount of time a seed request is valid for -->
-                        <block_time>90</block_time> <!-- amount of time since last auth or seed request to save failure counts -->
-                        <block_count>10</block_count> <!-- number of failures before blocking access -->
-                    </auth_limits>
                 </app_settings>
-            </open-ils.auth>
+            </open-ils.auth_internal>
+
+
 
             <!-- Authentication proxy server -->
             <open-ils.auth_proxy>
@@ -1177,6 +1197,7 @@ vim:et:ts=4:sw=4:
                 <appname>open-ils.circ</appname> 
                 <appname>open-ils.actor</appname> 
                 <appname>open-ils.auth</appname> 
+                <appname>open-ils.auth_internal</appname>
                 <appname>open-ils.auth_proxy</appname> 
                 <appname>open-ils.storage</appname>  
                 <appname>open-ils.justintime</appname>  
---------------------------------------------------------------------








Sortable HTML reports
^^^^^^^^^^^^^^^^^^^^^
HTML reports can now be sorted by clicking on the header for a given column.
Clicking on the header toggles between sorting the column in ascending and
descending order. Note that sorting is available only when there are
at most 10,000 rows of output.




Cataloging
~~~~~~~~~~



Additional fixed fields
^^^^^^^^^^^^^^^^^^^^^^^
The AccM, Comp, CrTp, EntW, Cont, FMus, LTxt, Orig, Part, Proj, Relf, SpFm,
SrTp, Tech, and TrAr fixed fields have been defined and coded value maps added
so they can also be used for Advanced Searches or inclusion in Composite Value Maps.

Note that AccM, Cont, LTxt, Relf, and SpFm are  compositite values based on
the values of "helper" fields like AccM(1), AccM(2), and so on. These positional
fields can be ignored.

Coded value maps have also been added for Cont, Ctry, and DtSt, and the Time field
has been defined. All of these fields are now available in the Fixed Field Editor
when editing the appropriate records.




Quickly export non-imported records
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
When inspecting a queue in MARC Batch Import/Export, there is now
a link to download to MARC file any records in the queue that were
not imported into the catalog.  This allows catalogers to quickly
manipulate the records that failed to import using an external
tool, then attempt to import them again.




Link personal name/title series added entries
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The authority linker script now supports linking the MARC21
field 800 (series added entry - personal name) to authority
records.




MARC stream importer authority records and repairs
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

The MARC stream importer script, commonly used with external 
services like OCLC Connexion, is now capable of importing authority
records in addition to bib records.  A single running instance of
the script can import either type of record, based on the record
leader.

New Options
+++++++++++

 * --auth-merge-profile
 * --auth-queue
 * --bib-import-no-match
 * --bib-auto-overlay-exact
 * --bib-auto-overlay-1match
 * --bib-auto-overlay-best-match
 * --auth-import-no-match
 * --auth-auto-overlay-exact
 * --auth-auto-overlay-1match
 * --auth-auto-overlay-best-match

Deprecated options
++++++++++++++++++

The following options still work and map to the "bib" equivalent
of the option, however a deprecation warning message is generated 
when the script is started.

 * --import-no-match
 * --auto-overlay-exact
 * --auto-overlay-1match
 * --auto-overlay-best-match

No longer supported options
+++++++++++++++++++++++++++

--import-by-queue is no longer supported.  This option serves no
particular purpose and is a bad idea when re-using the same queue over
and over as most people do, because queue bloat will increase run times.

--noqueue (AKA "direct import") is no longer supported.  All imports go
through Vandelay now.




Support for monograph parts import in MARC Batch Import/Export
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
When adding or overlaying copies in MARC Batch Import/Export
(Vandelay), monograph part labels can now be assigned during the import
process.  This feature is modeled after the existing support for
statistical category import.  As such, it:

 * Uses '|' characters to separate labels to allow for multiple part
   assignment
 * Adds to (rather than replaces) any existing parts assigned to overlay
   copies




Circulation
~~~~~~~~~~~



Alternate parts selection display when placing holds
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Users often miss the list of parts on the Place Holds screen, leading to many
title-level holds on records where only one or two libraries may have
'unparted' copies.

A new option is available to change this display so that a part is selected
via radio buttons instead of the traditional dropdown menu. This display
increases the visibility of parts on the Place Holds screen and also
forces users to make an explicit choice.

To enable the alternate display, set the enable.radio.parts option to 'true'
in config.tt2.

New config.tt2 setting
++++++++++++++++++++++
enable.radio.parts


Web staff client patron editor
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The web staff interface now includes a patron editor/registration form
that is written using AngularJS, leading to faster and more responsive
patron editing.  This feature is currently available in preview mode, but
supports the following actions:

  * adding and editing base patron records and addresses
  * setting statistical categories
  * editing secondary groups
  * cloning patron records
  * duplicate detection
  * surveys




==== Non-active status copy transit message ====

After copy checkin, if the copy is in transit, display a special
message in the transit alert dialog and in the printed transit receipt
(optionally, via macro) if the copy is in (or, rather, will be once it
arrives at its destination) a non-active copy status.

===== Upgrade notes =====

 * To add the new message to the transit slip, add the
   'transit_copy_status_msg' MACRO.
 * To remove the new message from the alert dialog, remove the 
   'staff.circ.utils.transit.copy_status_message' string property
   from 'Open-ILS/xul/staff_client/server/locale/LOCALE/circ.properties'
 * For a list of non-active copy statuses, see in the staff client
   under Admin -> Server Administration -> Copy Statuses.





Selectively disallow opt-in based on patron's home library
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
A new library setting has been added which enables a library to prevent their
patrons from being opted in at other libraries.

For example, consider the following org unit hierarchy:

       Org Units          Depth

          CONS              0
           |
      +-----+-----+
      |           |
     SYS1        SYS2       1
      |           |
   +--+--+     +--+--+
   |     |     |     |
  BR1   BR2   BR3   BR4     2

Suppose that SYS1 wishes to prevent its patrons from being opted in at SYS2.
To accomplish this, it sets the value of the "Restrict patron opt-in to home
library and related orgs at specified depth" setting to 1, meaning that patrons
at SYS1 libraries at or below that depth in the org tree cannot be opted in by
libraries outside that part of the org tree.  Thus, BR1 patrons can be opted in
at BR2, but not at BR3 or BR4.

(This setting is distinct from the "Patron Opt-In Boundary" setting, which
merely determines the depth at which Evergreen prompts for the patron to opt
in.)

New library setting
+++++++++++++++++++
  * Restrict patron opt-in to home library and related orgs at specified depth (`org.restrict_opt_to_depth`)




Standing penalty ignore proximity
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Standing penalties now have an `ignore_proximity` field that takes an
integer value.  When set, the value of this field represents the
proximity from the user's home organizational unit where this penalty
will be ignored for purposes of circulation and holds.  Typical values
for this field would be 0, 1, or 2 when using a standard hierarchy of
Consortium -> System -> Branch -> Sublibrary/Bookmobile.  A value of 1
would cause the penalty to be ignored at the user's home organization
unit, its parent and/or immediate child.  A value of 2 should cause
it to be ignored at the above as well as all sibling organizational
units to the user's home.  In all cases, a value of zero causes the
penalty to be ignored at the user's home and to apply at all other
organizational units.  If the value of this field is left unset (or
set to a negative value), the penalty will still take effect
everywhere using the normal organizational unit and depth values.  If
you use a custom hierarchy, you will need to figure out any values
greater than 0 on your own.

The `ignore_proximity` does not affect where penalties are applied. It
is used when determining whether or not a penalty blocks an activity
at the current organizational unit or the organizational unit that
owns the copy involved in the current transaction.  For instance, if
you set the `ignore_proximity` to 0 on patron exceeds overdue fines,
then the patron will still be able to place holds on and checkout
copies owned by their home organizational unit at their home
organizational unit.  They will not, however, be able to receive
copies from other organizational units, nor use other organizational
units as a patron.



Patron checkout history stored in a dedicated table
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Patron checkout history is now stored in separate, dedicated database 
table instead of being derived from the main circulation data.  This
allows us to age/anonymize circulations more aggressively, since they 
no longer need to stick around in cases where they represent a patron's
opt-in checkout history.

This has a number of patron privacy implications.

 * Minimal metadata is stored in the new patron checkout history table, 
   so once the corresponding circulation is aged, the full set of 
   circulation metadata is no longer linked to a patron's reading history.
   ** It is limited to checkout date, due date, checkin date, and copy data.
 * Staff can no longer report on a patron's reading history.  
   ** While it is possible to build aggregate reports on reading history 
      data, it is not possible to report on which user an entry in the
      history table belongs to.  (The 'usr' column is hidden from the 
      reporter).
 * Staff can no longer retrieve a patron's reading history via API.  Only
   the user that owns the history data can access it.

Upgrade notes
+++++++++++++

Administrators should verify the CSV export of checkout history works after
deploying this change.  If local changes were made to the CSV template,
the template will not be updated as part of this deployment.  The stock
template was modified to handle gracefully NULL values for checkin_time.

For example:

[source,diff]
------------------------------------------------------------------------
-    Returned: [% date.format(helpers.format_date(circ.checkin_time), '%Y-%m-%d') %]
+    Returned: [%
+        date.format(
+            helpers.format_date(circ.checkin_time), '%Y-%m-%d')
+            IF circ.checkin_time;
+    %]
------------------------------------------------------------------------



Client
~~~~~~



Holds count column picker option
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
A new column picker option showing the number of holds for a given item will
now be available in various interfaces displaying item information, including
the patron's Items Out tab and the Item Status, Check Out, Check In, Renew
Item and Record In-House Use screens.

Note: Because the holds count is generated from the hold_copy_map, newly-added
items and items in a non-holdable status will not display accurate hold counts
until 24 hours after they have been added to the system or moved to a holdable
copy status.


Distinct images for pop-ups and slips
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The client now supports using distinct images for hold, transit, and booking
reservation popup windows and slips. In addition, three new images have been
provided, replacing the turtle that previously displayed. The turtle file
is still available in the images directory for those sites that still wish
to use it.


Development
~~~~~~~~~~~



Removal of unused methods
^^^^^^^^^^^^^^^^^^^^^^^^^
The following public methods, which were both broken and not in use,
are removed:

 * `open-ils.actor.org_unit.closed_date.create`
 * `open-ils.actor.org_unit.closed_date.delete`





Public catalog
~~~~~~~~~~~~~~

Editable borrowing history
^^^^^^^^^^^^^^^^^^^^^^^^^^
Patrons can now delete titles that they do not wish to appear in their
Check Out History.

 * In "My Account", click on the "Items Checked Out" tab, then
   the "Check Out History" sub-tab.
 * Check off the items to conceal.
 * Click the Go button next to the "Delete Selected Titles" drop-down box.
 * Click OK in the pop-up to confirm the deletion.  Note that deletions
   cannot be undone.

Deleted titles will also not appear in the downloaded CSV file.

Patron history disable warning
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

When disabling checkout and/or holds history in the public catalog's
Search and History Preferences tab, patrons will be warned that the
operation is irreversible when history data exists that will be
deleted as part of the update.



Include parts label when sorting copies on the record details page
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The list of copies on the catalog's record details page now includes
the part label in the default sort order.

Specifically, copies are now sorted by (in order), org unit, then
call number, then part label sortkey, then copy number, and
finally barcode.

Previously, the hierarchy was org unit, then call number,
then copy number, and finally barcode



Quick option to change search scope to all libraries
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
A common usage of the catalog is to do a search in a restricted scope,
like a local library. When the results are lacking, the search is repeated in a
consortium-wide scope.  This feature provides an optional button and checkbox
to alter the depth of the search to a defined level.

This feature is enabled by default and can be configured in the Depth Button/
Checkbox section of config.tt2.

New config.tt2 settings
+++++++++++++++++++++++
  * ctx.depth_sel_checkbox
  * ctx.depth_sel_button
  * ctx.depth_sel_depth
  * ctx.sel_button_label
  * ctx.depth_sel_button_class
  * ctx.depth_sel_checkbox_label
  * ctx.depth_sel_tooltip
  * ctx.depth_sel_resultshint

Limiter to exclude electronic resources
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
A limiter to exclude electronic resources from search results is now available
on the advanced search screen and from the search results page. This limiter
will exclude any search results with an item form of o or s. This limiter
will be applied on top of any other format limiters used in the search.

The checkboxes are disabled by default. To display them in both places, set
the 'ctx.exclude_electronic_checkbox' setting in config.tt2 to 1.

New config.tt2 setting
++++++++++++++++++++++
ctx.exclude_electronic_checkbox


Expand unAPI API
^^^^^^^^^^^^^^^^
Evergreen's unAPI support now includes access to many more
record types. For example, the following URL would fetch
bib 267 in MODS32 along with holdings, volume, copy,
and record attribute information:

https://example.org/opac/extras/unapi?id=tag::U2@bre/267{holdings_xml,acn,acp,mra}&format=mods32

To access the new unAPI features, the unAPI ID should have the
following form:

  * +tag::U2@+
  * followed by class name, which may be
    * +bre+ (bibs)
    * +biblio_record_entry_feed+ (multiple bibs)
    * +acl+ (copy locations)
    * +acn+ (volumes)
    * +acnp+ (call number prefixes)
    * +acns+ (call number suffixes)
    * +acp+ (copies)
    * +acpn+ (copy notes)
    * +aou+ (org units)
    * +ascecm+ (copy stat cat entries)
    * +auri+ (located URIs)
    * +bmp+ (monographic parts)
    * +cbs+ (bib sources)
    * +ccs+ (copy statuses)
    * +circ+ (loan checkout and due dates)
    * +holdings_xml+ (holdings)
    * +mmr+ (metarecords)
    * +mmr_holdings_xml+ (metarecords with holdings)
    * +mmr_mra+ (metarecords with record attributes)
    * +mra+ (record attributes)
    * +sbsum+ (serial basic summaries)
    * +sdist+ (serial distributions)
    * +siss+ (serial issues)
    * +sisum+ (serial index summaries)
    * +sitem+ (serial items)
    * +sssum+ (serial supplement summaries)
    * +sstr+ (serial streams)
    * +ssub+ (serial subscriptions)
    * +sunit+ (serial units)
  * followed by +/+
  * followed by a record identifier (or in the case of
    the +biblio_record_entry_feed+ class, multiple IDs separated
    by commas)
  * followed, optionally, by limit and offset in square brackets
  * followed, optionally, by a comma-separated list of "includes"
    enclosed in curly brackets.  The list of includes is
    the same as the list of classes with the following addition:
    * +bre.extern+ (information from the non-MARC parts of a bib
      record)
   * followed, optionally, by +/+ and org unit; "-" signifies
     the top of the org unit tree
   * followed, optionally, by +/+ and org unit depth
   * followed, optionally, by +/+ and a path. If the path
     is +barcode+ and the class is +acp+, the record ID is taken
     to be a copy barcode rather than a copy ID; for example, in
     +tag::U2@acp/ACQ140{acn,bre,mra}/-/0/barcode+, +ACQ140+ is
     meant to be a copy barcode.
   * followed, optionally, by +&format=+ and the format in which the record
     should be retrieved. If this part is omitted, the list of available 
     formats will be retrieved. 




New form/genre search and facet index
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The stock indexing definitions now include a search and facet index on the
form/genre field (tag 655). This allows genre links in the public catalog
record display to retrieve works in the same genre. The public catalog genre
links will no longer display content from the 659 MARC fields. 

The genre facet will also display by default in the public catalog.  A partial
reingest during upgrade is required to use this index.




Limit number of facets retrieved during search
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Catalog search now limits the number of facets retrieved
per defined facet field. Setting a limit is useful so that
`open-ils.cstore backends don't end up needlessly consuming
memory when fetching facets for a large result set; if a broad
search retrieves over 10,000 author facets (say), even the most
persistant user is not going to actually look at all of them. Fetching
fewer facets can also slightly speed up generation of search results.

The limit is controlled by a new global flag, `search.max_facets_per_field`,
whose label is "Search: maximum number of facet values to retrieve for
each facet field".  The default limit value is 1,000, but lower values
(e.g., 100) are perhaps even better for most catalogs.

Significant bugfixes
~~~~~~~~~~~~~~~~~~~~

Add acquisitions cancel reason 85 for Baker & Taylor EDI
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Baker & Taylor send backs a quantity status code of 85
when a line item is canceled when using EDI.  That code
is now included in the system so those cancelations get 
properly registered. 

Self-check printing
^^^^^^^^^^^^^^^^^^^
Corrections were made to the self-check holds and fines printing
functionality to so that the proper transactions can be printed.
The change requires that the Self-Checkout Fines Receipt and
Self-Checkout Holds Receipt action/trigger templates be updated
in order to work properly. 

Miscellaneous
~~~~~~~~~~~~~

* Copy records in the "Concerto" test data set now have prices.
* The web-based self-check interface now displays the patron
  information area only when a patron is logged in.
* The progress page displayed by MARC Batch Edit is improved.
* The public catalog now better handles the situation where
  a patron who does not have an email address registered in
  Evergreen tries to email a record.

Bugs and enhancement requests closed in this release
----------------------------------------------------

* https://bugs.launchpad.net/bugs/838525[Bug 838525: Timestamp on dob can make date appear off by a day]
* https://bugs.launchpad.net/bugs/963341[Bug 963341: Allow the JSPac and TPac to display both MFHD records and Serial Control/Alternate records,]
* https://bugs.launchpad.net/bugs/1067823[Bug 1067823: tpac: genre links in record details page launch subject search]
* https://bugs.launchpad.net/bugs/1164174[Bug 1164174: Add support for author/title series added entry]
* https://bugs.launchpad.net/bugs/1175711[Bug 1175711: can't renew items on OPAC due to items being on Booking resource list]
* https://bugs.launchpad.net/bugs/1197636[Bug 1197636: Email record detail does not check for email]
* https://bugs.launchpad.net/bugs/1202742[Bug 1202742: Support alert/print message for transiting, non-active copies]
* https://bugs.launchpad.net/bugs/1206936[Bug 1206936: money.transaction_billing_summary view displays incorrect billing_type and billing_note for the actual last transaction]
* https://bugs.launchpad.net/bugs/1208613[Bug 1208613: Expand All button does not work past the 1st page when viewing a large picklist.]
* https://bugs.launchpad.net/bugs/1229757[Bug 1229757: support distinct pop-up images for holds, transits, and hold transits]
* https://bugs.launchpad.net/bugs/1240657[Bug 1240657: OpenILS::Application::Actor should check_perms for CREATE_CLOSED_DATE, not CREATE_CLOSEING]
* https://bugs.launchpad.net/bugs/1251415[Bug 1251415: Use the juvenile setting when auto-removing juvenile flag.]
* https://bugs.launchpad.net/bugs/1275118[Bug 1275118: Holds history displays canceled holds as active]
* https://bugs.launchpad.net/bugs/1312699[Bug 1312699: Editable Checkout History]
* https://bugs.launchpad.net/bugs/1319998[Bug 1319998: money.materialized_summary_billing_del() ADDS to balance_owed]
* https://bugs.launchpad.net/bugs/1333254[Bug 1333254: EDI invoices automatically expend debits]
* https://bugs.launchpad.net/bugs/1367926[Bug 1367926: Add support for (nearly) direct access to the full unapi backend]
* https://bugs.launchpad.net/bugs/1370694[Bug 1370694: Selfcheck "Print List" for Holds view does not work]
* https://bugs.launchpad.net/bugs/1371647[Bug 1371647: config.marc21_ff_pos_map needs an audit]
* https://bugs.launchpad.net/bugs/1375043[Bug 1375043: Support for in-A/T telephony configuration]
* https://bugs.launchpad.net/bugs/1380709[Bug 1380709: invoice print amounts-per-fund uses wrong value when item price varies]
* https://bugs.launchpad.net/bugs/1384740[Bug 1384740: Add authority records support to marc stream importer (Connexion)]
* https://bugs.launchpad.net/bugs/1391282[Bug 1391282: Default Action Trigger Templates  Updates]
* https://bugs.launchpad.net/bugs/1392396[Bug 1392396: Wishlist: Action Trigger for new user creation]
* https://bugs.launchpad.net/bugs/1402018[Bug 1402018: Acq Copy location UI scoped to registered workstation]
* https://bugs.launchpad.net/bugs/1402770[Bug 1402770: Add column picker option for number of holds in item context]
* https://bugs.launchpad.net/bugs/1406786[Bug 1406786: Merge parts functionality fails to preserve copy_part mapping]
* https://bugs.launchpad.net/bugs/1422802[Bug 1422802: Parts need to be more visible on the place holds screen]
* https://bugs.launchpad.net/bugs/1422932[Bug 1422932: TPAC: Holds history pager typo]
* https://bugs.launchpad.net/bugs/1429268[Bug 1429268: Credit card payment fails on NULL mailing address]
* https://bugs.launchpad.net/bugs/1452950[Bug 1452950: Angularize the patron editor]
* https://bugs.launchpad.net/bugs/1454871[Bug 1454871: KPAC Hold Notifications - SMS]
* https://bugs.launchpad.net/bugs/1454884[Bug 1454884: Hold placed on grouped metabib result displays wrong title]
* https://bugs.launchpad.net/bugs/1464765[Bug 1464765: evergreen.lpad_number_substrings doesn't handle internal substring matches properly]
* https://bugs.launchpad.net/bugs/1466173[Bug 1466173: Wishlist: Selfcheck Hide UI Elements until patron auth]
* https://bugs.launchpad.net/bugs/1466990[Bug 1466990: Detailed search results shows parts for items that dont have parts]
* https://bugs.launchpad.net/bugs/1468422[Bug 1468422: Improve Password Management and Authentication]
* https://bugs.launchpad.net/bugs/1470957[Bug 1470957: Items are incorrectly sorting when using the Sort By Publication date feature]
* https://bugs.launchpad.net/bugs/1474051[Bug 1474051: Avoid storing partial credit card payment info]
* https://bugs.launchpad.net/bugs/1474455[Bug 1474455: Fixed navigation menu for the web client]
* https://bugs.launchpad.net/bugs/1474566[Bug 1474566: Credit card API amount paid rounding error.]
* https://bugs.launchpad.net/bugs/1482336[Bug 1482336: create_release_notes.sh include .adoc files]
* https://bugs.launchpad.net/bugs/1483500[Bug 1483500: evergreen.lowercase needs test]
* https://bugs.launchpad.net/bugs/1483506[Bug 1483506: public.first_agg needs test]
* https://bugs.launchpad.net/bugs/1483508[Bug 1483508: public.text_concat needs tests]
* https://bugs.launchpad.net/bugs/1486151[Bug 1486151: Modifying password regular expression in Library Settings Editor can cause helper on the Update Password page to be invalid]
* https://bugs.launchpad.net/bugs/1486294[Bug 1486294: Add acquisitions data to the Concerto dataset]
* https://bugs.launchpad.net/bugs/1486592[Bug 1486592: Copies in concerto data should have prices]
* https://bugs.launchpad.net/bugs/1487527[Bug 1487527: TPAC: Provide shortcut for changing search scope]
* https://bugs.launchpad.net/bugs/1491571[Bug 1491571: When circ.password_reset_request_requires_matching_email setting is true, email case must match in addition to content]
* https://bugs.launchpad.net/bugs/1492793[Bug 1492793: Support for PostgreSQL Application Name Connection Options]
* https://bugs.launchpad.net/bugs/1496837[Bug 1496837: xml-related test is invalid]
* https://bugs.launchpad.net/bugs/1499123[Bug 1499123: Ability to Ignore Certain Standing Penalties Within a Proximity to the Patron's Home Library]
* https://bugs.launchpad.net/bugs/1501471[Bug 1501471: fetching OU settings in batch can be made faster]
* https://bugs.launchpad.net/bugs/1501516[Bug 1501516: Indicate whether a lineitem is fully paid/invoiced in PO list]
* https://bugs.launchpad.net/bugs/1502152[Bug 1502152: Trap Warnings in marc_export for better error reporting]
* https://bugs.launchpad.net/bugs/1504615[Bug 1504615: OPAC: Suggest record detail more useful when sorted by parts]
* https://bugs.launchpad.net/bugs/1505286[Bug 1505286: set limit on facets retrieved during search]
* https://bugs.launchpad.net/bugs/1506534[Bug 1506534: valid_z3950_attr_type check constraint can cause errors during pg_restore]
* https://bugs.launchpad.net/bugs/1507845[Bug 1507845: Correct search engine optimization -- allow robots to crawl, but not index, results]
* https://bugs.launchpad.net/bugs/1508477[Bug 1508477: browser client: hotkeys don't work if an input element has focus]
* https://bugs.launchpad.net/bugs/1509479[Bug 1509479: infinite loop when parsing modified unclosed phrase search query]
* https://bugs.launchpad.net/bugs/1510641[Bug 1510641: Cannot print PO without lineitems]
* https://bugs.launchpad.net/bugs/1513554[Bug 1513554: It is possible to delete acq.cancel_reasons that are used by the system]
* https://bugs.launchpad.net/bugs/1516022[Bug 1516022: reporting source for copy/hold ratio at pickup library and descendants]
* https://bugs.launchpad.net/bugs/1516104[Bug 1516104: Wishlist: Additional Acq Toolbar Options]
* https://bugs.launchpad.net/bugs/1516707[Bug 1516707: Relevance ranking deteriorates when phrases are added to search]
* https://bugs.launchpad.net/bugs/1516757[Bug 1516757: SIP Date of Birth off by one day / parsed as UTC]
* https://bugs.launchpad.net/bugs/1516867[Bug 1516867: HTML reports should be dynamically sortable]
* https://bugs.launchpad.net/bugs/1519055[Bug 1519055: Simple checkbox to exclude electronic resources from search results]
* https://bugs.launchpad.net/bugs/1519465[Bug 1519465: Purchase Orders with spaces in the name cause problems with EDI processing]
* https://bugs.launchpad.net/bugs/1519911[Bug 1519911: Typo in seed data for hold cancel notification action triggers]
* https://bugs.launchpad.net/bugs/1519925[Bug 1519925: Add UPC search to MARC Federated Search -  Native Evergreen option]
* https://bugs.launchpad.net/bugs/1522538[Bug 1522538: Unexpected Journal Title Search Results when using second or third Search Input in Advanced Search]
* https://bugs.launchpad.net/bugs/1522604[Bug 1522604: webclient: Red font to highlight Lost items in patron summary extends to Non-Cataloged label]
* https://bugs.launchpad.net/bugs/1526543[Bug 1526543: Cannot disable password reset in TPAC]
* https://bugs.launchpad.net/bugs/1526546[Bug 1526546: Parts do not sort correctly on Holdings Maintenance screen]
* https://bugs.launchpad.net/bugs/1526547[Bug 1526547: Overdues adjusted via lost (or long overdue) processing get an incorrect note ("VOIDED FOR BACKDATE")]
* https://bugs.launchpad.net/bugs/1527342[Bug 1527342: Maintain patron reading history in a dedicated table.]
* https://bugs.launchpad.net/bugs/1528596[Bug 1528596: Another untrapped marc_export warning]
* https://bugs.launchpad.net/bugs/1531976[Bug 1531976: Triggered Events UI not loading after visiting Message Center UI and vice-versa]
* https://bugs.launchpad.net/bugs/1533329[Bug 1533329: Selectively disallow opt-in based on patron's home library]
* https://bugs.launchpad.net/bugs/1533331[Bug 1533331: evergreen.protect_reserved_rows_from_delete() trigger function returning error]
* https://bugs.launchpad.net/bugs/1538697[Bug 1538697: webclient: copy record does not save when changing stat cat entries]
* https://bugs.launchpad.net/bugs/1539088[Bug 1539088: marc export should only print "Waiting for Input" when running interactively]
* https://bugs.launchpad.net/bugs/1539776[Bug 1539776: webclient: Wrapping improvements for vol / copy editor]
* https://bugs.launchpad.net/bugs/1544723[Bug 1544723: Add webstaff to update_pofiles]
* https://bugs.launchpad.net/bugs/1545178[Bug 1545178: two dead methods for dealing with closed dates should be removed]
* https://bugs.launchpad.net/bugs/1545226[Bug 1545226: MARC Batch Editor summary table html problems]
* https://bugs.launchpad.net/bugs/1546125[Bug 1546125: Print Templates -&gt; Save Locally not working]
* https://bugs.launchpad.net/bugs/1548143[Bug 1548143: Add Parts Support to Vandelay Item Import]
* https://bugs.launchpad.net/bugs/1548147[Bug 1548147: Quick Export Feature for Vandelay Queues]
* https://bugs.launchpad.net/bugs/1548869[Bug 1548869: KPAC - hold results screen not showing title]
* https://bugs.launchpad.net/bugs/1549393[Bug 1549393: AddedContent: Invalid ISBN's are sent to Content Cafe as blank string]
* https://bugs.launchpad.net/bugs/1550495[Bug 1550495: EDI Default Cancel Reason for Baker &amp; Taylor not included: Code 85]
* https://bugs.launchpad.net/bugs/1551447[Bug 1551447: Selfcheck: Printing Fines Prints All Open Transactions]
* https://bugs.launchpad.net/bugs/1552060[Bug 1552060: Persistent login no longer working in OPAC]
* https://bugs.launchpad.net/bugs/1553813[Bug 1553813: Browser patron editor field validation and permission checks]
* https://bugs.launchpad.net/bugs/1556339[Bug 1556339: API attempts to use nonexistent user_visible_circs method]
* https://bugs.launchpad.net/bugs/1557525[Bug 1557525: Release Notes Omission]
* https://bugs.launchpad.net/bugs/1557621[Bug 1557621: Verify password API fails on barcode; returns success on deleted users]
* https://bugs.launchpad.net/bugs/1557683[Bug 1557683: Missing semicolon in 0953.function.unapi-bre.external-includes.sql]

Acknowledgments
---------------
The Evergreen project would like to thank the following 
individuals who contributed code, documentations patches and
tests to this release of Evergreen:

 * Thomas Berezansky
 * Adam Bowling
 * Jason Boyer
 * Kate Butler
 * Steven Callender
 * Steven Chan
 * Galen Charlton
 * Mark Cooper
 * Jeff Davis
 * Martha Driscoll
 * Bill Erickson
 * Jason Etheridge
 * Blake Henderson
 * Pasi Kallinen
 * Jake Litrell
 * Kathy Lussier
 * Terran McCanna
 * Christine Morgan
 * Dan Pearl
 * Michael Peters
 * Jennifer Pringle
 * Mike Rylander
 * Dan Scott
 * Chris Sharp
 * Ben Shum
 * Remington Steed
 * Jason Stephenson
 * Josh Stompro
 * Yamil Suarez
 * Dan Wells
 * Bob Wicksall

We would also like to thank the following individuals who
tested and signed off on patches:

 * Christine Burns
 * Andrea Neiman
 * Erica Rohlfs

We would also like to thank the following organizations who
commissioned developments in this release of Evergreen:

 * Linn Libraries Consortium
 * King County Library System
 * MassLNC

We also thank the following organizations whose employees contributed
to this release:

 * BC Libraries Coooperative
 * Berklee College of Music
 * Bibliomation
 * Calvin College
 * CW/MARS
 * Emerald Data
 * Equinox Software
 * Georgia Public Library Service
 * Indiana State Library
 * Kent County Public Library
 * King County Library System
 * Lake Agassiz Regional Library
 * Laurentian University
 * MassLNC
 * MOBIUS
 * MVLC
 * NOBLE
 * Rodgers Memorial Library
 * Sigio

We regret any omissions.  If a contributor has been inadvertantly
missed, please open a bug at http://bugs.launchpad.net/evergreen/
with a correction.