1 Evergreen 2.10.1 Release Notes
2 ==============================
8 This release contains several bugfixes improving on Evergreen 2.10.1
10 * Fixes a bug where phrase searching in the catalog failed when the phrase
11 started or ended with puntuation.
12 * Fixes a bug where serials checkouts failed for users that track circulation
14 * Fixes several issues with the new web-based Angular patron editor, including:
15 ** Allows barcodes to be used as user name even if it doesn't match the user
17 ** Presents an alert when trying to save a form with invalid values.
18 ** Allows staff to delete all patron addresses if the corresponding Library
19 Setting allows them to do so.
20 ** Honors Library Settings to require the county and state fields at patron
22 ** Resizes checkboxes that had become huge in some browsers.
23 ** Displays the New Address button at all times.
24 ** Prevents staff from editing linked addresses for cloned users.
25 ** Fixes a bug where out-of-scope stat cats would be incorrectly bundled in the
26 patron save operation, resulting in a server-side error on save.
27 * Silences unnecessary warnings emitted for libraries using extending grace
29 * Removes support for Debian Squeeze now that its long-term support period
31 * Fixes some QA tests that had been failing.
35 We would like to thank the following individuals who contributed
36 code and documentation patches to the 2.10.2 point release of Evergreen:
50 We also thank the following organizations whose employees contributed
53 * BC Libraries Cooperative
54 * Berklee College of Music
55 * Equinox Software, Inc.
57 * King County Library System
58 * Linn Libraries Consortium
59 * Merrimack Valley Library Consortium
66 Evergreen 2.10.1 is a bugfix release that fixes one significant
69 * https://bugs.launchpad.net/bugs/1560174[Bug 1560174: Importing MARC records can fail in database upgraded to 2.10.0]
71 This bug affected only databases that were upgraded to 2.10.0 from a
72 previous version; fresh installations of 2.10.0 are not affected.
74 Evergreen users who prefer not to perform a full upgrade from 2.10.0
75 to 2.10.1 can fix the bug by applying the database update script
76 `2.10.0-2.10.1-upgrade-db.sql` (found in the source directory
77 `Open-ILS/src/sql/Pg/version-upgrade`).
79 Evergreen 2.10.1 Acknowledgments
80 --------------------------------
81 The Evergreen project would like to thank the following
82 individuals who contributed code and testing to this release
88 Evergreen 2.10.0 Upgrade notes
89 ------------------------------
91 * Support for PostgreSQL 9.1 is deprecated as of
92 the release of Evergreen 2.10.0. Users are recommended
93 to install Evergreen on PostgreSQL 9.2 or later.
94 * In the next major release following 2.10.0, Evergreen will no
95 longer officially support PostgreSQL 9.1.
96 * Please read the release notes thoroughly for information
97 about changes that Evergreen administrators may need
98 to make manually when upgrading to 2.10.0. In particular,
99 the enhancement to user password storage introduces a
100 new service, `open-ils.auth_internal`, and requires
101 changes to `opensrf.xml` in order for users to be able
104 Evergreen 2.10.0 New Features
105 -----------------------------
114 PO Line item "paid" label
115 ^^^^^^^^^^^^^^^^^^^^^^^^^
116 A new "paid" label appears along the bottom of each line item in the PO
117 display when every non-canceled copy on the line item has been invoiced.
122 Disencumber funds on invoice close
123 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
125 Fund debits linked to an invoice are now marked as paid (encumbrance=false)
126 when the invoice is marked as closed/complete instead of at invoice create
127 time. This is particularly useful for EDI invoices which may be
128 created well in advance of receipt and payment.
134 PO actions selector always visible
135 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
137 The actions selector is now always visible in the purchase order view,
138 even when no line items exist. With this, users can print PO's that
139 only contain direct charges.
141 The custom "Add Brief Record" button is no longer present, since the
142 same action is accessible via the now-visible selector.
152 Set application name when connecting to database
153 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
154 The services that connect directly to the PostgreSQL database
155 (and Clark Kent) now look for an application_name parameter
156 as part of the database login credentials specified in
157 `opensrf.xml`. If present, the value is used to set the
158 application name Pg connection value; this in turn shows up in
159 the Postgres `pg_stat_activity` table and Pg's logs.
164 Credit card receipts and privacy
165 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
167 To improve privacy and security, Evergreen now stores less data
168 about credit card transactions. The following fields are no
177 NOTE: All existing data within these fields will be deleted during
178 the upgrade. Reports using this data will no longer function.
180 Additionally, a tool has been added to Evergreen for clearing the
181 last 4 digits of the credit payment from the database after payments
184 Print/email templates
185 +++++++++++++++++++++
187 The stock print and email payment templates have been modified to no
188 longer use these fields, but only when the existing templates matched
189 the stock templates. If local changes have been applied, it will
190 be necessary to modify local templates to avoid referencing these
191 fields which no longer exist.
193 Any templates whose hook is "money.format.payment_receipt.print" or
194 "money.format.payment_receipt.email" may need modification. In stock
195 Evergreen, these are templates:
197 1. "money.payment_receipt.email" (stock id 29)
198 2. "money.payment_receipt.print" (stock id 30)
203 ---------------------------------------------
204 - [% CASE "credit_card_payment" %]credit card (
205 - [%- SET cc_chunks = mp.credit_card_payment.cc_number.replace(' ','').chunk(4); -%]
206 - [%- cc_chunks.slice(0, -1+cc_chunks.max).join.replace('\S','X') -%]
207 - [% cc_chunks.last -%]
208 - exp [% mp.credit_card_payment.expire_month %]/[% mp.credit_card_payment.expire_year -%]
210 + [% CASE "credit_card_payment" %]credit card
211 + [%- IF mp.credit_card_payment.cc_number %] ([% mp.credit_card_payment.cc_number %])[% END %]
212 ---------------------------------------------
214 Clearing the last 4 of the CC number
215 ++++++++++++++++++++++++++++++++++++
217 To activate automatic CC number clearing, add the following to opensrf's
218 crontab. Change timing to suit.
221 ---------------------------------------------
222 5 4 * * * . ~/.bashrc && $EG_BIN_DIR/clear_cc_number.srfsh
223 ---------------------------------------------
225 The default retention age is 1 year, but this can be changed by modifying
226 `clear_cc_number.srfsh` (typically found in `/openils/bin/`). Replace "1 year"
227 with the age of your choice.
234 Configure multiple telephony servers via action/trigger
235 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
236 If you are using the AstCall action/trigger reactor
237 to generate callfiles to send to an Asterisk server, until
238 now the only place to specify the relevant configuration
239 was in `opensrf.xml`. However, this restricted an Evergreen
240 consortium to using only one Asterisk instance.
242 Now, the telephony parameters can also be specified as
243 A/T event parameters, allowing per-library configuration.
245 .Telephony parameters
247 | Name | Example value
256 | ["Zap/1", "Zap/2", "IAX/user:secret@widgets.biz"]
271 | ["MaxRetries: 3", "RetryTime: 60", "WaitTime: 30", "Archive: 1", "Extension: 10"]
277 Juvenile-to-adult batch script honors library setting
278 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
280 The batch `juv_to_adult.srfsh` script that, when set up as a cronjob,
281 is responsible for toggling a patron from juvenile to adult now
282 honors the age value set in the library setting named "Juvenile Age
283 Threshold" (`global.juvenile_age_threshold`). When no library setting value
284 is present at a given patron's home library, the value passed in to the
285 script will be used as a default.
290 New reporting source for hold/copy ratios
291 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
292 A new reporting source is added, "Hold/Copy Ratio per Bib
293 and Pickup Library (and Descendants)", that, for each bib
294 that has a hold request on it or any of its components,
295 calculates the following:
297 * active holds at each OU (including the OU's descendants)
298 * holdable copies at each OU (and its descendants)
299 * the ratio of the above two counts
300 * counts and ratio across the entire consortium
302 This source differs from the "Hold/Copy Ratio per Bib
303 and Pickup Library" source by including all descendants
304 of the organization unit one is filtering on.
306 One use case is allowing a multi-branch system within an
307 Evergreen consortium that doesn't do full resource sharing
308 to readily calculate whether additional copies should be
309 purchased for that system.
314 New patron action/trigger notice
315 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
317 A new action/trigger event definition ("New User Created Welcome Notice")
318 has been added that will allow you to send a notice after a new patron has
319 been created, based on the actor.usr create-date field.
321 This notice can be used for various tasks.
323 * Sending a welcome email to new patrons to market library services.
324 * Confirm that a new patron email address is correct.
325 * Generate postal notices to send a welcome packet to new patrons.
327 Enable this event in the staff client at *Admin* -> *Local Administration*
328 -> *Notifications / Action Triggers*.
333 Improved password management and authentication
334 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
335 Evergreen user passwords are now stored with additional layers of
336 encryption and may only be accessed directly by the database, not
337 the application layer.
339 All API changes are backwards compatible with existing 3rd-party
345 Passwords are migrated for each user automatically the first time a user
346 logs in under the new setup. However, it is also possible to force
347 password migration for a given user via a database function:
350 ------------------------------------------------------------
351 -- actor.migrate_passwd() will only migrate un-migrated
352 -- accounts, but it's faster to avoid any re-migration attempts.
353 SELECT actor.migrate_passwd(au.id)
355 LEFT JOIN actor.passwd pw ON (pw.usr = au.id)
356 WHERE pw.usr IS NULL;
357 ------------------------------------------------------------
359 Using this, admins could perform manual batch updates to force all
360 users to use the new, more secure passwords, regardless of when or
361 whether a patron logs back into the system.
363 Beware that doing this for all users in a large database will
364 take some time and should probably be performed in batches.
366 Changing Encryption Work Factor
367 +++++++++++++++++++++++++++++++
369 Roughly speaking, the 'work factor' determines the amount of time/effort
370 required to crack passwords. The higher the value, the more secure the
371 password. Higher values also mean that it takes longer for password
372 verification (e.g. during login) to work.
374 At time of release, Evergreen uses a work factor value of 10. The value
375 is set in the database table/column actor.passwd_type.iter_count (hash
376 iteration count). When this value is modified, any passwords created or
377 modified after the change will use the new work factor. Other passwords
378 will continue using the work factor in place when they were
379 created/modified, until they are changed once again.
381 Beware that raising the work factor can have a significant impact on
382 login speeds. A work factor of 10 requires ~0.1 seconds to verify a
383 password. A work factor of 15 takes almost 2 full seconds! Also beware
384 that once a password is encoded with a higher work factor, it cannot be
385 lowered again through any automatic means. The owner of the password
386 would have to log in and modify the password after the work factor is
389 Because of this, it's recommended that admins thoroughly test work
390 factor modifications before deploying to production.
392 To check encryption timing:
395 --------------------------------------------------------------------------
396 -- enable psql timing
399 -- encode password "HELLOWORLD" with a work factor of 10.
400 evergreen=# select crypt('HELLOWORLD', gen_salt('bf', 10));
404 --------------------------------------------------------------------------
406 open-ils.auth_internal
407 ++++++++++++++++++++++
408 To support the new storage mechanism, a new Evergreen service has
409 been added called `open-ils.auth_internal`. This service runs on
410 the private OpenSRF/XMPP domain and is used to store authenticated
411 user data in the authentication cache.
413 This is a required service and changes to `opensrf.xml` (typically
414 `/openils/conf/opensrf.xml`) are needed to run the new service.
416 .Modifying opensrf.xml
417 * A new `<open-ils.auth_internal>` app stanza is added to define the
419 * Cache timeout settings are moved from the app stanza for `open-ils.auth`
420 into `open-ils.auth_internal`
421 * `open-ils.auth_internal` is added to the set of running services for the
427 ---------------------------------------------------------------------
428 diff --git a/Open-ILS/examples/opensrf.xml.example b/Open-ILS/examples/opensrf.xml.example
429 index 3b47481..59f737a 100644
430 --- a/Open-ILS/examples/opensrf.xml.example
431 +++ b/Open-ILS/examples/opensrf.xml.example
432 @@ -424,6 +424,29 @@ vim:et:ts=4:sw=4:
435 <!-- defined app-specific settings here -->
437 + <seed>30</seed> <!-- amount of time a seed request is valid for -->
438 + <block_time>90</block_time> <!-- amount of time since last auth or seed request to save failure counts -->
439 + <block_count>10</block_count> <!-- number of failures before blocking access -->
444 + <!-- Internal authentication server -->
445 + <open-ils.auth_internal>
446 + <keepalive>5</keepalive>
447 + <stateless>1</stateless>
448 + <language>c</language>
449 + <implementation>oils_auth_internal.so</implementation>
451 + <max_requests>1000</max_requests>
452 + <min_children>1</min_children>
453 + <max_children>15</max_children>
454 + <min_spare_children>1</min_spare_children>
455 + <max_spare_children>5</max_spare_children>
458 + <!-- defined app-specific settings here -->
460 <!-- default login timeouts based on login type -->
462 @@ -431,13 +454,10 @@ vim:et:ts=4:sw=4:
464 <persist>2 weeks</persist>
467 - <seed>30</seed> <!-- amount of time a seed request is valid for -->
468 - <block_time>90</block_time> <!-- amount of time since last auth or seed request to save failure counts -->
469 - <block_count>10</block_count> <!-- number of failures before blocking access -->
473 + </open-ils.auth_internal>
477 <!-- Authentication proxy server -->
478 <open-ils.auth_proxy>
479 @@ -1177,6 +1197,7 @@ vim:et:ts=4:sw=4:
480 <appname>open-ils.circ</appname>
481 <appname>open-ils.actor</appname>
482 <appname>open-ils.auth</appname>
483 + <appname>open-ils.auth_internal</appname>
484 <appname>open-ils.auth_proxy</appname>
485 <appname>open-ils.storage</appname>
486 <appname>open-ils.justintime</appname>
487 ---------------------------------------------------------------------
496 Sortable HTML reports
497 ^^^^^^^^^^^^^^^^^^^^^
498 HTML reports can now be sorted by clicking on the header for a given column.
499 Clicking on the header toggles between sorting the column in ascending and
500 descending order. Note that sorting is available only when there are
501 at most 10,000 rows of output.
511 Additional fixed fields
512 ^^^^^^^^^^^^^^^^^^^^^^^
513 The AccM, Comp, CrTp, EntW, Cont, FMus, LTxt, Orig, Part, Proj, Relf, SpFm,
514 SrTp, Tech, and TrAr fixed fields have been defined and coded value maps added
515 so they can also be used for Advanced Searches or inclusion in Composite Value Maps.
517 Note that AccM, Cont, LTxt, Relf, and SpFm are compositite values based on
518 the values of "helper" fields like AccM(1), AccM(2), and so on. These positional
519 fields can be ignored.
521 Coded value maps have also been added for Cont, Ctry, and DtSt, and the Time field
522 has been defined. All of these fields are now available in the Fixed Field Editor
523 when editing the appropriate records.
528 Quickly export non-imported records
529 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
530 When inspecting a queue in MARC Batch Import/Export, there is now
531 a link to download to MARC file any records in the queue that were
532 not imported into the catalog. This allows catalogers to quickly
533 manipulate the records that failed to import using an external
534 tool, then attempt to import them again.
539 Link personal name/title series added entries
540 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
541 The authority linker script now supports linking the MARC21
542 field 800 (series added entry - personal name) to authority
548 MARC stream importer authority records and repairs
549 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
551 The MARC stream importer script, commonly used with external
552 services like OCLC Connexion, is now capable of importing authority
553 records in addition to bib records. A single running instance of
554 the script can import either type of record, based on the record
560 * --auth-merge-profile
562 * --bib-import-no-match
563 * --bib-auto-overlay-exact
564 * --bib-auto-overlay-1match
565 * --bib-auto-overlay-best-match
566 * --auth-import-no-match
567 * --auth-auto-overlay-exact
568 * --auth-auto-overlay-1match
569 * --auth-auto-overlay-best-match
574 The following options still work and map to the "bib" equivalent
575 of the option, however a deprecation warning message is generated
576 when the script is started.
579 * --auto-overlay-exact
580 * --auto-overlay-1match
581 * --auto-overlay-best-match
583 No longer supported options
584 +++++++++++++++++++++++++++
586 --import-by-queue is no longer supported. This option serves no
587 particular purpose and is a bad idea when re-using the same queue over
588 and over as most people do, because queue bloat will increase run times.
590 --noqueue (AKA "direct import") is no longer supported. All imports go
591 through Vandelay now.
596 Support for monograph parts import in MARC Batch Import/Export
597 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
598 When adding or overlaying copies in MARC Batch Import/Export
599 (Vandelay), monograph part labels can now be assigned during the import
600 process. This feature is modeled after the existing support for
601 statistical category import. As such, it:
603 * Uses '|' characters to separate labels to allow for multiple part
605 * Adds to (rather than replaces) any existing parts assigned to overlay
616 Alternate parts selection display when placing holds
617 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
618 Users often miss the list of parts on the Place Holds screen, leading to many
619 title-level holds on records where only one or two libraries may have
622 A new option is available to change this display so that a part is selected
623 via radio buttons instead of the traditional dropdown menu. This display
624 increases the visibility of parts on the Place Holds screen and also
625 forces users to make an explicit choice.
627 To enable the alternate display, set the enable.radio.parts option to 'true'
630 New config.tt2 setting
631 ++++++++++++++++++++++
635 Web staff client patron editor
636 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
637 The web staff interface now includes a patron editor/registration form
638 that is written using AngularJS, leading to faster and more responsive
639 patron editing. This feature is currently available in preview mode, but
640 supports the following actions:
642 * adding and editing base patron records and addresses
643 * setting statistical categories
644 * editing secondary groups
645 * cloning patron records
646 * duplicate detection
652 ==== Non-active status copy transit message ====
654 After copy checkin, if the copy is in transit, display a special
655 message in the transit alert dialog and in the printed transit receipt
656 (optionally, via macro) if the copy is in (or, rather, will be once it
657 arrives at its destination) a non-active copy status.
659 ===== Upgrade notes =====
661 * To add the new message to the transit slip, add the
662 'transit_copy_status_msg' MACRO.
663 * To remove the new message from the alert dialog, remove the
664 'staff.circ.utils.transit.copy_status_message' string property
665 from 'Open-ILS/xul/staff_client/server/locale/LOCALE/circ.properties'
666 * For a list of non-active copy statuses, see in the staff client
667 under Admin -> Server Administration -> Copy Statuses.
673 Selectively disallow opt-in based on patron's home library
674 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
675 A new library setting has been added which enables a library to prevent their
676 patrons from being opted in at other libraries.
678 For example, consider the following org unit hierarchy:
692 Suppose that SYS1 wishes to prevent its patrons from being opted in at SYS2.
693 To accomplish this, it sets the value of the "Restrict patron opt-in to home
694 library and related orgs at specified depth" setting to 1, meaning that patrons
695 at SYS1 libraries at or below that depth in the org tree cannot be opted in by
696 libraries outside that part of the org tree. Thus, BR1 patrons can be opted in
697 at BR2, but not at BR3 or BR4.
699 (This setting is distinct from the "Patron Opt-In Boundary" setting, which
700 merely determines the depth at which Evergreen prompts for the patron to opt
705 * Restrict patron opt-in to home library and related orgs at specified depth (`org.restrict_opt_to_depth`)
710 Standing penalty ignore proximity
711 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
713 Standing penalties now have an `ignore_proximity` field that takes an
714 integer value. When set, the value of this field represents the
715 proximity from the user's home organizational unit where this penalty
716 will be ignored for purposes of circulation and holds. Typical values
717 for this field would be 0, 1, or 2 when using a standard hierarchy of
718 Consortium -> System -> Branch -> Sublibrary/Bookmobile. A value of 1
719 would cause the penalty to be ignored at the user's home organization
720 unit, its parent and/or immediate child. A value of 2 should cause
721 it to be ignored at the above as well as all sibling organizational
722 units to the user's home. In all cases, a value of zero causes the
723 penalty to be ignored at the user's home and to apply at all other
724 organizational units. If the value of this field is left unset (or
725 set to a negative value), the penalty will still take effect
726 everywhere using the normal organizational unit and depth values. If
727 you use a custom hierarchy, you will need to figure out any values
728 greater than 0 on your own.
730 The `ignore_proximity` does not affect where penalties are applied. It
731 is used when determining whether or not a penalty blocks an activity
732 at the current organizational unit or the organizational unit that
733 owns the copy involved in the current transaction. For instance, if
734 you set the `ignore_proximity` to 0 on patron exceeds overdue fines,
735 then the patron will still be able to place holds on and checkout
736 copies owned by their home organizational unit at their home
737 organizational unit. They will not, however, be able to receive
738 copies from other organizational units, nor use other organizational
743 Patron checkout history stored in a dedicated table
744 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
746 Patron checkout history is now stored in separate, dedicated database
747 table instead of being derived from the main circulation data. This
748 allows us to age/anonymize circulations more aggressively, since they
749 no longer need to stick around in cases where they represent a patron's
750 opt-in checkout history.
752 This has a number of patron privacy implications.
754 * Minimal metadata is stored in the new patron checkout history table,
755 so once the corresponding circulation is aged, the full set of
756 circulation metadata is no longer linked to a patron's reading history.
757 ** It is limited to checkout date, due date, checkin date, and copy data.
758 * Staff can no longer report on a patron's reading history.
759 ** While it is possible to build aggregate reports on reading history
760 data, it is not possible to report on which user an entry in the
761 history table belongs to. (The 'usr' column is hidden from the
763 * Staff can no longer retrieve a patron's reading history via API. Only
764 the user that owns the history data can access it.
769 Administrators should verify the CSV export of checkout history works after
770 deploying this change. If local changes were made to the CSV template,
771 the template will not be updated as part of this deployment. The stock
772 template was modified to handle gracefully NULL values for checkin_time.
777 ------------------------------------------------------------------------
778 - Returned: [% date.format(helpers.format_date(circ.checkin_time), '%Y-%m-%d') %]
781 + helpers.format_date(circ.checkin_time), '%Y-%m-%d')
782 + IF circ.checkin_time;
784 ------------------------------------------------------------------------
793 Holds count column picker option
794 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
795 A new column picker option showing the number of holds for a given item will
796 now be available in various interfaces displaying item information, including
797 the patron's Items Out tab and the Item Status, Check Out, Check In, Renew
798 Item and Record In-House Use screens.
800 Note: Because the holds count is generated from the hold_copy_map, newly-added
801 items and items in a non-holdable status will not display accurate hold counts
802 until 24 hours after they have been added to the system or moved to a holdable
806 Distinct images for pop-ups and slips
807 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
808 The client now supports using distinct images for hold, transit, and booking
809 reservation popup windows and slips. In addition, three new images have been
810 provided, replacing the turtle that previously displayed. The turtle file
811 is still available in the images directory for those sites that still wish
820 Removal of unused methods
821 ^^^^^^^^^^^^^^^^^^^^^^^^^
822 The following public methods, which were both broken and not in use,
825 * `open-ils.actor.org_unit.closed_date.create`
826 * `open-ils.actor.org_unit.closed_date.delete`
835 Editable borrowing history
836 ^^^^^^^^^^^^^^^^^^^^^^^^^^
837 Patrons can now delete titles that they do not wish to appear in their
840 * In "My Account", click on the "Items Checked Out" tab, then
841 the "Check Out History" sub-tab.
842 * Check off the items to conceal.
843 * Click the Go button next to the "Delete Selected Titles" drop-down box.
844 * Click OK in the pop-up to confirm the deletion. Note that deletions
847 Deleted titles will also not appear in the downloaded CSV file.
849 Patron history disable warning
850 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
852 When disabling checkout and/or holds history in the public catalog's
853 Search and History Preferences tab, patrons will be warned that the
854 operation is irreversible when history data exists that will be
855 deleted as part of the update.
859 Include parts label when sorting copies on the record details page
860 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
861 The list of copies on the catalog's record details page now includes
862 the part label in the default sort order.
864 Specifically, copies are now sorted by (in order), org unit, then
865 call number, then part label sortkey, then copy number, and
868 Previously, the hierarchy was org unit, then call number,
869 then copy number, and finally barcode
873 Quick option to change search scope to all libraries
874 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
875 A common usage of the catalog is to do a search in a restricted scope,
876 like a local library. When the results are lacking, the search is repeated in a
877 consortium-wide scope. This feature provides an optional button and checkbox
878 to alter the depth of the search to a defined level.
880 This feature is enabled by default and can be configured in the Depth Button/
881 Checkbox section of config.tt2.
883 New config.tt2 settings
884 +++++++++++++++++++++++
885 * ctx.depth_sel_checkbox
886 * ctx.depth_sel_button
887 * ctx.depth_sel_depth
888 * ctx.sel_button_label
889 * ctx.depth_sel_button_class
890 * ctx.depth_sel_checkbox_label
891 * ctx.depth_sel_tooltip
892 * ctx.depth_sel_resultshint
894 Limiter to exclude electronic resources
895 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
896 A limiter to exclude electronic resources from search results is now available
897 on the advanced search screen and from the search results page. This limiter
898 will exclude any search results with an item form of o or s. This limiter
899 will be applied on top of any other format limiters used in the search.
901 The checkboxes are disabled by default. To display them in both places, set
902 the 'ctx.exclude_electronic_checkbox' setting in config.tt2 to 1.
904 New config.tt2 setting
905 ++++++++++++++++++++++
906 ctx.exclude_electronic_checkbox
911 Evergreen's unAPI support now includes access to many more
912 record types. For example, the following URL would fetch
913 bib 267 in MODS32 along with holdings, volume, copy,
914 and record attribute information:
916 https://example.org/opac/extras/unapi?id=tag::U2@bre/267{holdings_xml,acn,acp,mra}&format=mods32
918 To access the new unAPI features, the unAPI ID should have the
922 * followed by class name, which may be
924 * +biblio_record_entry_feed+ (multiple bibs)
925 * +acl+ (copy locations)
927 * +acnp+ (call number prefixes)
928 * +acns+ (call number suffixes)
930 * +acpn+ (copy notes)
932 * +ascecm+ (copy stat cat entries)
933 * +auri+ (located URIs)
934 * +bmp+ (monographic parts)
935 * +cbs+ (bib sources)
936 * +ccs+ (copy statuses)
937 * +circ+ (loan checkout and due dates)
938 * +holdings_xml+ (holdings)
939 * +mmr+ (metarecords)
940 * +mmr_holdings_xml+ (metarecords with holdings)
941 * +mmr_mra+ (metarecords with record attributes)
942 * +mra+ (record attributes)
943 * +sbsum+ (serial basic summaries)
944 * +sdist+ (serial distributions)
945 * +siss+ (serial issues)
946 * +sisum+ (serial index summaries)
947 * +sitem+ (serial items)
948 * +sssum+ (serial supplement summaries)
949 * +sstr+ (serial streams)
950 * +ssub+ (serial subscriptions)
951 * +sunit+ (serial units)
953 * followed by a record identifier (or in the case of
954 the +biblio_record_entry_feed+ class, multiple IDs separated
956 * followed, optionally, by limit and offset in square brackets
957 * followed, optionally, by a comma-separated list of "includes"
958 enclosed in curly brackets. The list of includes is
959 the same as the list of classes with the following addition:
960 * +bre.extern+ (information from the non-MARC parts of a bib
962 * followed, optionally, by +/+ and org unit; "-" signifies
963 the top of the org unit tree
964 * followed, optionally, by +/+ and org unit depth
965 * followed, optionally, by +/+ and a path. If the path
966 is +barcode+ and the class is +acp+, the record ID is taken
967 to be a copy barcode rather than a copy ID; for example, in
968 +tag::U2@acp/ACQ140{acn,bre,mra}/-/0/barcode+, +ACQ140+ is
969 meant to be a copy barcode.
970 * followed, optionally, by +&format=+ and the format in which the record
971 should be retrieved. If this part is omitted, the list of available
972 formats will be retrieved.
977 New form/genre search and facet index
978 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
979 The stock indexing definitions now include a search and facet index on the
980 form/genre field (tag 655). This allows genre links in the public catalog
981 record display to retrieve works in the same genre. The public catalog genre
982 links will no longer display content from the 659 MARC fields.
984 The genre facet will also display by default in the public catalog. A partial
985 reingest during upgrade is required to use this index.
990 Limit number of facets retrieved during search
991 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
992 Catalog search now limits the number of facets retrieved
993 per defined facet field. Setting a limit is useful so that
994 `open-ils.cstore backends don't end up needlessly consuming
995 memory when fetching facets for a large result set; if a broad
996 search retrieves over 10,000 author facets (say), even the most
997 persistant user is not going to actually look at all of them. Fetching
998 fewer facets can also slightly speed up generation of search results.
1000 The limit is controlled by a new global flag, `search.max_facets_per_field`,
1001 whose label is "Search: maximum number of facet values to retrieve for
1002 each facet field". The default limit value is 1,000, but lower values
1003 (e.g., 100) are perhaps even better for most catalogs.
1005 Significant bugfixes
1006 ~~~~~~~~~~~~~~~~~~~~
1008 Add acquisitions cancel reason 85 for Baker & Taylor EDI
1009 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1010 Baker & Taylor send backs a quantity status code of 85
1011 when a line item is canceled when using EDI. That code
1012 is now included in the system so those cancelations get
1013 properly registered.
1017 Corrections were made to the self-check holds and fines printing
1018 functionality to so that the proper transactions can be printed.
1019 The change requires that the Self-Checkout Fines Receipt and
1020 Self-Checkout Holds Receipt action/trigger templates be updated
1021 in order to work properly.
1026 * Copy records in the "Concerto" test data set now have prices.
1027 * The web-based self-check interface now displays the patron
1028 information area only when a patron is logged in.
1029 * The progress page displayed by MARC Batch Edit is improved.
1030 * The public catalog now better handles the situation where
1031 a patron who does not have an email address registered in
1032 Evergreen tries to email a record.
1034 Evergreen 2.10.0 bugs closed
1035 ----------------------------
1037 * https://bugs.launchpad.net/bugs/838525[Bug 838525: Timestamp on dob can make date appear off by a day]
1038 * https://bugs.launchpad.net/bugs/963341[Bug 963341: Allow the JSPac and TPac to display both MFHD records and Serial Control/Alternate records,]
1039 * https://bugs.launchpad.net/bugs/1067823[Bug 1067823: tpac: genre links in record details page launch subject search]
1040 * https://bugs.launchpad.net/bugs/1164174[Bug 1164174: Add support for author/title series added entry]
1041 * https://bugs.launchpad.net/bugs/1175711[Bug 1175711: can't renew items on OPAC due to items being on Booking resource list]
1042 * https://bugs.launchpad.net/bugs/1197636[Bug 1197636: Email record detail does not check for email]
1043 * https://bugs.launchpad.net/bugs/1202742[Bug 1202742: Support alert/print message for transiting, non-active copies]
1044 * 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]
1045 * https://bugs.launchpad.net/bugs/1208613[Bug 1208613: Expand All button does not work past the 1st page when viewing a large picklist.]
1046 * https://bugs.launchpad.net/bugs/1229757[Bug 1229757: support distinct pop-up images for holds, transits, and hold transits]
1047 * https://bugs.launchpad.net/bugs/1240657[Bug 1240657: OpenILS::Application::Actor should check_perms for CREATE_CLOSED_DATE, not CREATE_CLOSEING]
1048 * https://bugs.launchpad.net/bugs/1251415[Bug 1251415: Use the juvenile setting when auto-removing juvenile flag.]
1049 * https://bugs.launchpad.net/bugs/1275118[Bug 1275118: Holds history displays canceled holds as active]
1050 * https://bugs.launchpad.net/bugs/1312699[Bug 1312699: Editable Checkout History]
1051 * https://bugs.launchpad.net/bugs/1319998[Bug 1319998: money.materialized_summary_billing_del() ADDS to balance_owed]
1052 * https://bugs.launchpad.net/bugs/1333254[Bug 1333254: EDI invoices automatically expend debits]
1053 * https://bugs.launchpad.net/bugs/1367926[Bug 1367926: Add support for (nearly) direct access to the full unapi backend]
1054 * https://bugs.launchpad.net/bugs/1370694[Bug 1370694: Selfcheck "Print List" for Holds view does not work]
1055 * https://bugs.launchpad.net/bugs/1371647[Bug 1371647: config.marc21_ff_pos_map needs an audit]
1056 * https://bugs.launchpad.net/bugs/1375043[Bug 1375043: Support for in-A/T telephony configuration]
1057 * https://bugs.launchpad.net/bugs/1380709[Bug 1380709: invoice print amounts-per-fund uses wrong value when item price varies]
1058 * https://bugs.launchpad.net/bugs/1384740[Bug 1384740: Add authority records support to marc stream importer (Connexion)]
1059 * https://bugs.launchpad.net/bugs/1391282[Bug 1391282: Default Action Trigger Templates Updates]
1060 * https://bugs.launchpad.net/bugs/1392396[Bug 1392396: Wishlist: Action Trigger for new user creation]
1061 * https://bugs.launchpad.net/bugs/1402018[Bug 1402018: Acq Copy location UI scoped to registered workstation]
1062 * https://bugs.launchpad.net/bugs/1402770[Bug 1402770: Add column picker option for number of holds in item context]
1063 * https://bugs.launchpad.net/bugs/1406786[Bug 1406786: Merge parts functionality fails to preserve copy_part mapping]
1064 * https://bugs.launchpad.net/bugs/1422802[Bug 1422802: Parts need to be more visible on the place holds screen]
1065 * https://bugs.launchpad.net/bugs/1422932[Bug 1422932: TPAC: Holds history pager typo]
1066 * https://bugs.launchpad.net/bugs/1429268[Bug 1429268: Credit card payment fails on NULL mailing address]
1067 * https://bugs.launchpad.net/bugs/1452950[Bug 1452950: Angularize the patron editor]
1068 * https://bugs.launchpad.net/bugs/1454871[Bug 1454871: KPAC Hold Notifications - SMS]
1069 * https://bugs.launchpad.net/bugs/1454884[Bug 1454884: Hold placed on grouped metabib result displays wrong title]
1070 * https://bugs.launchpad.net/bugs/1464765[Bug 1464765: evergreen.lpad_number_substrings doesn't handle internal substring matches properly]
1071 * https://bugs.launchpad.net/bugs/1466173[Bug 1466173: Wishlist: Selfcheck Hide UI Elements until patron auth]
1072 * https://bugs.launchpad.net/bugs/1466990[Bug 1466990: Detailed search results shows parts for items that dont have parts]
1073 * https://bugs.launchpad.net/bugs/1468422[Bug 1468422: Improve Password Management and Authentication]
1074 * https://bugs.launchpad.net/bugs/1470957[Bug 1470957: Items are incorrectly sorting when using the Sort By Publication date feature]
1075 * https://bugs.launchpad.net/bugs/1474051[Bug 1474051: Avoid storing partial credit card payment info]
1076 * https://bugs.launchpad.net/bugs/1474455[Bug 1474455: Fixed navigation menu for the web client]
1077 * https://bugs.launchpad.net/bugs/1474566[Bug 1474566: Credit card API amount paid rounding error.]
1078 * https://bugs.launchpad.net/bugs/1482336[Bug 1482336: create_release_notes.sh include .adoc files]
1079 * https://bugs.launchpad.net/bugs/1483500[Bug 1483500: evergreen.lowercase needs test]
1080 * https://bugs.launchpad.net/bugs/1483506[Bug 1483506: public.first_agg needs test]
1081 * https://bugs.launchpad.net/bugs/1483508[Bug 1483508: public.text_concat needs tests]
1082 * 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]
1083 * https://bugs.launchpad.net/bugs/1486294[Bug 1486294: Add acquisitions data to the Concerto dataset]
1084 * https://bugs.launchpad.net/bugs/1486592[Bug 1486592: Copies in concerto data should have prices]
1085 * https://bugs.launchpad.net/bugs/1487527[Bug 1487527: TPAC: Provide shortcut for changing search scope]
1086 * 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]
1087 * https://bugs.launchpad.net/bugs/1492793[Bug 1492793: Support for PostgreSQL Application Name Connection Options]
1088 * https://bugs.launchpad.net/bugs/1496837[Bug 1496837: xml-related test is invalid]
1089 * https://bugs.launchpad.net/bugs/1499123[Bug 1499123: Ability to Ignore Certain Standing Penalties Within a Proximity to the Patron's Home Library]
1090 * https://bugs.launchpad.net/bugs/1501471[Bug 1501471: fetching OU settings in batch can be made faster]
1091 * https://bugs.launchpad.net/bugs/1501516[Bug 1501516: Indicate whether a lineitem is fully paid/invoiced in PO list]
1092 * https://bugs.launchpad.net/bugs/1502152[Bug 1502152: Trap Warnings in marc_export for better error reporting]
1093 * https://bugs.launchpad.net/bugs/1504615[Bug 1504615: OPAC: Suggest record detail more useful when sorted by parts]
1094 * https://bugs.launchpad.net/bugs/1505286[Bug 1505286: set limit on facets retrieved during search]
1095 * https://bugs.launchpad.net/bugs/1506534[Bug 1506534: valid_z3950_attr_type check constraint can cause errors during pg_restore]
1096 * https://bugs.launchpad.net/bugs/1507845[Bug 1507845: Correct search engine optimization -- allow robots to crawl, but not index, results]
1097 * https://bugs.launchpad.net/bugs/1508477[Bug 1508477: browser client: hotkeys don't work if an input element has focus]
1098 * https://bugs.launchpad.net/bugs/1509479[Bug 1509479: infinite loop when parsing modified unclosed phrase search query]
1099 * https://bugs.launchpad.net/bugs/1510641[Bug 1510641: Cannot print PO without lineitems]
1100 * https://bugs.launchpad.net/bugs/1513554[Bug 1513554: It is possible to delete acq.cancel_reasons that are used by the system]
1101 * https://bugs.launchpad.net/bugs/1516022[Bug 1516022: reporting source for copy/hold ratio at pickup library and descendants]
1102 * https://bugs.launchpad.net/bugs/1516104[Bug 1516104: Wishlist: Additional Acq Toolbar Options]
1103 * https://bugs.launchpad.net/bugs/1516707[Bug 1516707: Relevance ranking deteriorates when phrases are added to search]
1104 * https://bugs.launchpad.net/bugs/1516757[Bug 1516757: SIP Date of Birth off by one day / parsed as UTC]
1105 * https://bugs.launchpad.net/bugs/1516867[Bug 1516867: HTML reports should be dynamically sortable]
1106 * https://bugs.launchpad.net/bugs/1519055[Bug 1519055: Simple checkbox to exclude electronic resources from search results]
1107 * https://bugs.launchpad.net/bugs/1519465[Bug 1519465: Purchase Orders with spaces in the name cause problems with EDI processing]
1108 * https://bugs.launchpad.net/bugs/1519911[Bug 1519911: Typo in seed data for hold cancel notification action triggers]
1109 * https://bugs.launchpad.net/bugs/1519925[Bug 1519925: Add UPC search to MARC Federated Search - Native Evergreen option]
1110 * https://bugs.launchpad.net/bugs/1522538[Bug 1522538: Unexpected Journal Title Search Results when using second or third Search Input in Advanced Search]
1111 * https://bugs.launchpad.net/bugs/1522604[Bug 1522604: webclient: Red font to highlight Lost items in patron summary extends to Non-Cataloged label]
1112 * https://bugs.launchpad.net/bugs/1526543[Bug 1526543: Cannot disable password reset in TPAC]
1113 * https://bugs.launchpad.net/bugs/1526546[Bug 1526546: Parts do not sort correctly on Holdings Maintenance screen]
1114 * https://bugs.launchpad.net/bugs/1526547[Bug 1526547: Overdues adjusted via lost (or long overdue) processing get an incorrect note ("VOIDED FOR BACKDATE")]
1115 * https://bugs.launchpad.net/bugs/1527342[Bug 1527342: Maintain patron reading history in a dedicated table.]
1116 * https://bugs.launchpad.net/bugs/1528596[Bug 1528596: Another untrapped marc_export warning]
1117 * https://bugs.launchpad.net/bugs/1531976[Bug 1531976: Triggered Events UI not loading after visiting Message Center UI and vice-versa]
1118 * https://bugs.launchpad.net/bugs/1533329[Bug 1533329: Selectively disallow opt-in based on patron's home library]
1119 * https://bugs.launchpad.net/bugs/1533331[Bug 1533331: evergreen.protect_reserved_rows_from_delete() trigger function returning error]
1120 * https://bugs.launchpad.net/bugs/1538697[Bug 1538697: webclient: copy record does not save when changing stat cat entries]
1121 * https://bugs.launchpad.net/bugs/1539088[Bug 1539088: marc export should only print "Waiting for Input" when running interactively]
1122 * https://bugs.launchpad.net/bugs/1539776[Bug 1539776: webclient: Wrapping improvements for vol / copy editor]
1123 * https://bugs.launchpad.net/bugs/1544723[Bug 1544723: Add webstaff to update_pofiles]
1124 * https://bugs.launchpad.net/bugs/1545178[Bug 1545178: two dead methods for dealing with closed dates should be removed]
1125 * https://bugs.launchpad.net/bugs/1545226[Bug 1545226: MARC Batch Editor summary table html problems]
1126 * https://bugs.launchpad.net/bugs/1546125[Bug 1546125: Print Templates -> Save Locally not working]
1127 * https://bugs.launchpad.net/bugs/1548143[Bug 1548143: Add Parts Support to Vandelay Item Import]
1128 * https://bugs.launchpad.net/bugs/1548147[Bug 1548147: Quick Export Feature for Vandelay Queues]
1129 * https://bugs.launchpad.net/bugs/1548869[Bug 1548869: KPAC - hold results screen not showing title]
1130 * https://bugs.launchpad.net/bugs/1549393[Bug 1549393: AddedContent: Invalid ISBN's are sent to Content Cafe as blank string]
1131 * https://bugs.launchpad.net/bugs/1550495[Bug 1550495: EDI Default Cancel Reason for Baker & Taylor not included: Code 85]
1132 * https://bugs.launchpad.net/bugs/1551447[Bug 1551447: Selfcheck: Printing Fines Prints All Open Transactions]
1133 * https://bugs.launchpad.net/bugs/1552060[Bug 1552060: Persistent login no longer working in OPAC]
1134 * https://bugs.launchpad.net/bugs/1553813[Bug 1553813: Browser patron editor field validation and permission checks]
1135 * https://bugs.launchpad.net/bugs/1556339[Bug 1556339: API attempts to use nonexistent user_visible_circs method]
1136 * https://bugs.launchpad.net/bugs/1557525[Bug 1557525: Release Notes Omission]
1137 * https://bugs.launchpad.net/bugs/1557621[Bug 1557621: Verify password API fails on barcode; returns success on deleted users]
1138 * https://bugs.launchpad.net/bugs/1557683[Bug 1557683: Missing semicolon in 0953.function.unapi-bre.external-includes.sql]
1140 Evergreen 2.10.0 Acknowledgments
1141 --------------------------------
1142 The Evergreen project would like to thank the following
1143 individuals who contributed code, documentations patches and
1144 tests to this release of Evergreen:
1178 We would also like to thank the following individuals who
1179 tested and signed off on patches:
1185 We would also like to thank the following organizations who
1186 commissioned developments in this release of Evergreen:
1188 * Linn Libraries Consortium
1189 * King County Library System
1192 We also thank the following organizations whose employees contributed
1195 * BC Libraries Coooperative
1196 * Berklee College of Music
1202 * Georgia Public Library Service
1203 * Indiana State Library
1204 * Kent County Public Library
1205 * King County Library System
1206 * Lake Agassiz Regional Library
1207 * Laurentian University
1212 * Rodgers Memorial Library
1215 We regret any omissions. If a contributor has been inadvertantly
1216 missed, please open a bug at http://bugs.launchpad.net/evergreen/