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 punctuation.
12 * Fixes a bug where changing the sort order in the public catalog to
13 "relevance" could fail.
14 * Fixes a bug that prevented users from recreating a monograph part that
15 had previously been deleted.
16 * Fixes a bug where serials checkouts failed for users that track circulation
18 * Fixes a bug that prevented the Library Settings Editor from
19 consistently retrieving the values of library settings.
20 * Fixes several issues with the new web-based Angular patron editor, including:
21 ** Allows barcodes to be used as user name even if it doesn't match the user
23 ** Presents an alert when trying to save a form with invalid values.
24 ** Allows staff to delete all patron addresses if the corresponding Library
25 Setting allows them to do so.
26 ** Honors Library Settings to require the county and state fields at patron
28 ** Resizes checkboxes that had become huge in some browsers.
29 ** Displays the New Address button at all times.
30 ** Prevents staff from editing linked addresses for cloned users.
31 ** Fixes a bug where out-of-scope stat cats would be incorrectly bundled in the
32 patron save operation, resulting in a server-side error on save.
33 * Silences unnecessary warnings emitted for libraries using extending grace
35 * Removes support for Debian Squeeze now that its long-term support period
37 * Fixes a bug that had prevented the dependency libpcre3 from being
38 intalled on Debian Jessie.
39 * Fixes some QA tests that had been failing.
40 * Renumbers the Perl unit test files.
44 We would like to thank the following individuals who contributed
45 code and documentation patches to the 2.10.2 point release of Evergreen:
60 We also thank the following organizations whose employees contributed
63 * BC Libraries Cooperative
64 * Berklee College of Music
65 * Equinox Software, Inc.
67 * King County Library System
68 * Linn Libraries Consortium
69 * Merrimack Valley Library Consortium
76 Evergreen 2.10.1 is a bugfix release that fixes one significant
79 * https://bugs.launchpad.net/bugs/1560174[Bug 1560174: Importing MARC records can fail in database upgraded to 2.10.0]
81 This bug affected only databases that were upgraded to 2.10.0 from a
82 previous version; fresh installations of 2.10.0 are not affected.
84 Evergreen users who prefer not to perform a full upgrade from 2.10.0
85 to 2.10.1 can fix the bug by applying the database update script
86 `2.10.0-2.10.1-upgrade-db.sql` (found in the source directory
87 `Open-ILS/src/sql/Pg/version-upgrade`).
89 Evergreen 2.10.1 Acknowledgments
90 --------------------------------
91 The Evergreen project would like to thank the following
92 individuals who contributed code and testing to this release
98 Evergreen 2.10.0 Upgrade notes
99 ------------------------------
101 * Support for PostgreSQL 9.1 is deprecated as of
102 the release of Evergreen 2.10.0. Users are recommended
103 to install Evergreen on PostgreSQL 9.2 or later.
104 * In the next major release following 2.10.0, Evergreen will no
105 longer officially support PostgreSQL 9.1.
106 * Please read the release notes thoroughly for information
107 about changes that Evergreen administrators may need
108 to make manually when upgrading to 2.10.0. In particular,
109 the enhancement to user password storage introduces a
110 new service, `open-ils.auth_internal`, and requires
111 changes to `opensrf.xml` in order for users to be able
114 Evergreen 2.10.0 New Features
115 -----------------------------
124 PO Line item "paid" label
125 ^^^^^^^^^^^^^^^^^^^^^^^^^
126 A new "paid" label appears along the bottom of each line item in the PO
127 display when every non-canceled copy on the line item has been invoiced.
132 Disencumber funds on invoice close
133 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
135 Fund debits linked to an invoice are now marked as paid (encumbrance=false)
136 when the invoice is marked as closed/complete instead of at invoice create
137 time. This is particularly useful for EDI invoices which may be
138 created well in advance of receipt and payment.
144 PO actions selector always visible
145 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
147 The actions selector is now always visible in the purchase order view,
148 even when no line items exist. With this, users can print PO's that
149 only contain direct charges.
151 The custom "Add Brief Record" button is no longer present, since the
152 same action is accessible via the now-visible selector.
162 Set application name when connecting to database
163 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
164 The services that connect directly to the PostgreSQL database
165 (and Clark Kent) now look for an application_name parameter
166 as part of the database login credentials specified in
167 `opensrf.xml`. If present, the value is used to set the
168 application name Pg connection value; this in turn shows up in
169 the Postgres `pg_stat_activity` table and Pg's logs.
174 Credit card receipts and privacy
175 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
177 To improve privacy and security, Evergreen now stores less data
178 about credit card transactions. The following fields are no
187 NOTE: All existing data within these fields will be deleted during
188 the upgrade. Reports using this data will no longer function.
190 Additionally, a tool has been added to Evergreen for clearing the
191 last 4 digits of the credit payment from the database after payments
194 Print/email templates
195 +++++++++++++++++++++
197 The stock print and email payment templates have been modified to no
198 longer use these fields, but only when the existing templates matched
199 the stock templates. If local changes have been applied, it will
200 be necessary to modify local templates to avoid referencing these
201 fields which no longer exist.
203 Any templates whose hook is "money.format.payment_receipt.print" or
204 "money.format.payment_receipt.email" may need modification. In stock
205 Evergreen, these are templates:
207 1. "money.payment_receipt.email" (stock id 29)
208 2. "money.payment_receipt.print" (stock id 30)
213 ---------------------------------------------
214 - [% CASE "credit_card_payment" %]credit card (
215 - [%- SET cc_chunks = mp.credit_card_payment.cc_number.replace(' ','').chunk(4); -%]
216 - [%- cc_chunks.slice(0, -1+cc_chunks.max).join.replace('\S','X') -%]
217 - [% cc_chunks.last -%]
218 - exp [% mp.credit_card_payment.expire_month %]/[% mp.credit_card_payment.expire_year -%]
220 + [% CASE "credit_card_payment" %]credit card
221 + [%- IF mp.credit_card_payment.cc_number %] ([% mp.credit_card_payment.cc_number %])[% END %]
222 ---------------------------------------------
224 Clearing the last 4 of the CC number
225 ++++++++++++++++++++++++++++++++++++
227 To activate automatic CC number clearing, add the following to opensrf's
228 crontab. Change timing to suit.
231 ---------------------------------------------
232 5 4 * * * . ~/.bashrc && $EG_BIN_DIR/clear_cc_number.srfsh
233 ---------------------------------------------
235 The default retention age is 1 year, but this can be changed by modifying
236 `clear_cc_number.srfsh` (typically found in `/openils/bin/`). Replace "1 year"
237 with the age of your choice.
244 Configure multiple telephony servers via action/trigger
245 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
246 If you are using the AstCall action/trigger reactor
247 to generate callfiles to send to an Asterisk server, until
248 now the only place to specify the relevant configuration
249 was in `opensrf.xml`. However, this restricted an Evergreen
250 consortium to using only one Asterisk instance.
252 Now, the telephony parameters can also be specified as
253 A/T event parameters, allowing per-library configuration.
255 .Telephony parameters
257 | Name | Example value
266 | ["Zap/1", "Zap/2", "IAX/user:secret@widgets.biz"]
281 | ["MaxRetries: 3", "RetryTime: 60", "WaitTime: 30", "Archive: 1", "Extension: 10"]
287 Juvenile-to-adult batch script honors library setting
288 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
290 The batch `juv_to_adult.srfsh` script that, when set up as a cronjob,
291 is responsible for toggling a patron from juvenile to adult now
292 honors the age value set in the library setting named "Juvenile Age
293 Threshold" (`global.juvenile_age_threshold`). When no library setting value
294 is present at a given patron's home library, the value passed in to the
295 script will be used as a default.
300 New reporting source for hold/copy ratios
301 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
302 A new reporting source is added, "Hold/Copy Ratio per Bib
303 and Pickup Library (and Descendants)", that, for each bib
304 that has a hold request on it or any of its components,
305 calculates the following:
307 * active holds at each OU (including the OU's descendants)
308 * holdable copies at each OU (and its descendants)
309 * the ratio of the above two counts
310 * counts and ratio across the entire consortium
312 This source differs from the "Hold/Copy Ratio per Bib
313 and Pickup Library" source by including all descendants
314 of the organization unit one is filtering on.
316 One use case is allowing a multi-branch system within an
317 Evergreen consortium that doesn't do full resource sharing
318 to readily calculate whether additional copies should be
319 purchased for that system.
324 New patron action/trigger notice
325 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
327 A new action/trigger event definition ("New User Created Welcome Notice")
328 has been added that will allow you to send a notice after a new patron has
329 been created, based on the actor.usr create-date field.
331 This notice can be used for various tasks.
333 * Sending a welcome email to new patrons to market library services.
334 * Confirm that a new patron email address is correct.
335 * Generate postal notices to send a welcome packet to new patrons.
337 Enable this event in the staff client at *Admin* -> *Local Administration*
338 -> *Notifications / Action Triggers*.
343 Improved password management and authentication
344 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
345 Evergreen user passwords are now stored with additional layers of
346 encryption and may only be accessed directly by the database, not
347 the application layer.
349 All API changes are backwards compatible with existing 3rd-party
355 Passwords are migrated for each user automatically the first time a user
356 logs in under the new setup. However, it is also possible to force
357 password migration for a given user via a database function:
360 ------------------------------------------------------------
361 -- actor.migrate_passwd() will only migrate un-migrated
362 -- accounts, but it's faster to avoid any re-migration attempts.
363 SELECT actor.migrate_passwd(au.id)
365 LEFT JOIN actor.passwd pw ON (pw.usr = au.id)
366 WHERE pw.usr IS NULL;
367 ------------------------------------------------------------
369 Using this, admins could perform manual batch updates to force all
370 users to use the new, more secure passwords, regardless of when or
371 whether a patron logs back into the system.
373 Beware that doing this for all users in a large database will
374 take some time and should probably be performed in batches.
376 Changing Encryption Work Factor
377 +++++++++++++++++++++++++++++++
379 Roughly speaking, the 'work factor' determines the amount of time/effort
380 required to crack passwords. The higher the value, the more secure the
381 password. Higher values also mean that it takes longer for password
382 verification (e.g. during login) to work.
384 At time of release, Evergreen uses a work factor value of 10. The value
385 is set in the database table/column actor.passwd_type.iter_count (hash
386 iteration count). When this value is modified, any passwords created or
387 modified after the change will use the new work factor. Other passwords
388 will continue using the work factor in place when they were
389 created/modified, until they are changed once again.
391 Beware that raising the work factor can have a significant impact on
392 login speeds. A work factor of 10 requires ~0.1 seconds to verify a
393 password. A work factor of 15 takes almost 2 full seconds! Also beware
394 that once a password is encoded with a higher work factor, it cannot be
395 lowered again through any automatic means. The owner of the password
396 would have to log in and modify the password after the work factor is
399 Because of this, it's recommended that admins thoroughly test work
400 factor modifications before deploying to production.
402 To check encryption timing:
405 --------------------------------------------------------------------------
406 -- enable psql timing
409 -- encode password "HELLOWORLD" with a work factor of 10.
410 evergreen=# select crypt('HELLOWORLD', gen_salt('bf', 10));
414 --------------------------------------------------------------------------
416 open-ils.auth_internal
417 ++++++++++++++++++++++
418 To support the new storage mechanism, a new Evergreen service has
419 been added called `open-ils.auth_internal`. This service runs on
420 the private OpenSRF/XMPP domain and is used to store authenticated
421 user data in the authentication cache.
423 This is a required service and changes to `opensrf.xml` (typically
424 `/openils/conf/opensrf.xml`) are needed to run the new service.
426 .Modifying opensrf.xml
427 * A new `<open-ils.auth_internal>` app stanza is added to define the
429 * Cache timeout settings are moved from the app stanza for `open-ils.auth`
430 into `open-ils.auth_internal`
431 * `open-ils.auth_internal` is added to the set of running services for the
437 ---------------------------------------------------------------------
438 diff --git a/Open-ILS/examples/opensrf.xml.example b/Open-ILS/examples/opensrf.xml.example
439 index 3b47481..59f737a 100644
440 --- a/Open-ILS/examples/opensrf.xml.example
441 +++ b/Open-ILS/examples/opensrf.xml.example
442 @@ -424,6 +424,29 @@ vim:et:ts=4:sw=4:
445 <!-- defined app-specific settings here -->
447 + <seed>30</seed> <!-- amount of time a seed request is valid for -->
448 + <block_time>90</block_time> <!-- amount of time since last auth or seed request to save failure counts -->
449 + <block_count>10</block_count> <!-- number of failures before blocking access -->
454 + <!-- Internal authentication server -->
455 + <open-ils.auth_internal>
456 + <keepalive>5</keepalive>
457 + <stateless>1</stateless>
458 + <language>c</language>
459 + <implementation>oils_auth_internal.so</implementation>
461 + <max_requests>1000</max_requests>
462 + <min_children>1</min_children>
463 + <max_children>15</max_children>
464 + <min_spare_children>1</min_spare_children>
465 + <max_spare_children>5</max_spare_children>
468 + <!-- defined app-specific settings here -->
470 <!-- default login timeouts based on login type -->
472 @@ -431,13 +454,10 @@ vim:et:ts=4:sw=4:
474 <persist>2 weeks</persist>
477 - <seed>30</seed> <!-- amount of time a seed request is valid for -->
478 - <block_time>90</block_time> <!-- amount of time since last auth or seed request to save failure counts -->
479 - <block_count>10</block_count> <!-- number of failures before blocking access -->
483 + </open-ils.auth_internal>
487 <!-- Authentication proxy server -->
488 <open-ils.auth_proxy>
489 @@ -1177,6 +1197,7 @@ vim:et:ts=4:sw=4:
490 <appname>open-ils.circ</appname>
491 <appname>open-ils.actor</appname>
492 <appname>open-ils.auth</appname>
493 + <appname>open-ils.auth_internal</appname>
494 <appname>open-ils.auth_proxy</appname>
495 <appname>open-ils.storage</appname>
496 <appname>open-ils.justintime</appname>
497 ---------------------------------------------------------------------
506 Sortable HTML reports
507 ^^^^^^^^^^^^^^^^^^^^^
508 HTML reports can now be sorted by clicking on the header for a given column.
509 Clicking on the header toggles between sorting the column in ascending and
510 descending order. Note that sorting is available only when there are
511 at most 10,000 rows of output.
521 Additional fixed fields
522 ^^^^^^^^^^^^^^^^^^^^^^^
523 The AccM, Comp, CrTp, EntW, Cont, FMus, LTxt, Orig, Part, Proj, Relf, SpFm,
524 SrTp, Tech, and TrAr fixed fields have been defined and coded value maps added
525 so they can also be used for Advanced Searches or inclusion in Composite Value Maps.
527 Note that AccM, Cont, LTxt, Relf, and SpFm are compositite values based on
528 the values of "helper" fields like AccM(1), AccM(2), and so on. These positional
529 fields can be ignored.
531 Coded value maps have also been added for Cont, Ctry, and DtSt, and the Time field
532 has been defined. All of these fields are now available in the Fixed Field Editor
533 when editing the appropriate records.
538 Quickly export non-imported records
539 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
540 When inspecting a queue in MARC Batch Import/Export, there is now
541 a link to download to MARC file any records in the queue that were
542 not imported into the catalog. This allows catalogers to quickly
543 manipulate the records that failed to import using an external
544 tool, then attempt to import them again.
549 Link personal name/title series added entries
550 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
551 The authority linker script now supports linking the MARC21
552 field 800 (series added entry - personal name) to authority
558 MARC stream importer authority records and repairs
559 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
561 The MARC stream importer script, commonly used with external
562 services like OCLC Connexion, is now capable of importing authority
563 records in addition to bib records. A single running instance of
564 the script can import either type of record, based on the record
570 * --auth-merge-profile
572 * --bib-import-no-match
573 * --bib-auto-overlay-exact
574 * --bib-auto-overlay-1match
575 * --bib-auto-overlay-best-match
576 * --auth-import-no-match
577 * --auth-auto-overlay-exact
578 * --auth-auto-overlay-1match
579 * --auth-auto-overlay-best-match
584 The following options still work and map to the "bib" equivalent
585 of the option, however a deprecation warning message is generated
586 when the script is started.
589 * --auto-overlay-exact
590 * --auto-overlay-1match
591 * --auto-overlay-best-match
593 No longer supported options
594 +++++++++++++++++++++++++++
596 --import-by-queue is no longer supported. This option serves no
597 particular purpose and is a bad idea when re-using the same queue over
598 and over as most people do, because queue bloat will increase run times.
600 --noqueue (AKA "direct import") is no longer supported. All imports go
601 through Vandelay now.
606 Support for monograph parts import in MARC Batch Import/Export
607 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
608 When adding or overlaying copies in MARC Batch Import/Export
609 (Vandelay), monograph part labels can now be assigned during the import
610 process. This feature is modeled after the existing support for
611 statistical category import. As such, it:
613 * Uses '|' characters to separate labels to allow for multiple part
615 * Adds to (rather than replaces) any existing parts assigned to overlay
626 Alternate parts selection display when placing holds
627 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
628 Users often miss the list of parts on the Place Holds screen, leading to many
629 title-level holds on records where only one or two libraries may have
632 A new option is available to change this display so that a part is selected
633 via radio buttons instead of the traditional dropdown menu. This display
634 increases the visibility of parts on the Place Holds screen and also
635 forces users to make an explicit choice.
637 To enable the alternate display, set the enable.radio.parts option to 'true'
640 New config.tt2 setting
641 ++++++++++++++++++++++
645 Web staff client patron editor
646 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
647 The web staff interface now includes a patron editor/registration form
648 that is written using AngularJS, leading to faster and more responsive
649 patron editing. This feature is currently available in preview mode, but
650 supports the following actions:
652 * adding and editing base patron records and addresses
653 * setting statistical categories
654 * editing secondary groups
655 * cloning patron records
656 * duplicate detection
662 ==== Non-active status copy transit message ====
664 After copy checkin, if the copy is in transit, display a special
665 message in the transit alert dialog and in the printed transit receipt
666 (optionally, via macro) if the copy is in (or, rather, will be once it
667 arrives at its destination) a non-active copy status.
669 ===== Upgrade notes =====
671 * To add the new message to the transit slip, add the
672 'transit_copy_status_msg' MACRO.
673 * To remove the new message from the alert dialog, remove the
674 'staff.circ.utils.transit.copy_status_message' string property
675 from 'Open-ILS/xul/staff_client/server/locale/LOCALE/circ.properties'
676 * For a list of non-active copy statuses, see in the staff client
677 under Admin -> Server Administration -> Copy Statuses.
683 Selectively disallow opt-in based on patron's home library
684 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
685 A new library setting has been added which enables a library to prevent their
686 patrons from being opted in at other libraries.
688 For example, consider the following org unit hierarchy:
702 Suppose that SYS1 wishes to prevent its patrons from being opted in at SYS2.
703 To accomplish this, it sets the value of the "Restrict patron opt-in to home
704 library and related orgs at specified depth" setting to 1, meaning that patrons
705 at SYS1 libraries at or below that depth in the org tree cannot be opted in by
706 libraries outside that part of the org tree. Thus, BR1 patrons can be opted in
707 at BR2, but not at BR3 or BR4.
709 (This setting is distinct from the "Patron Opt-In Boundary" setting, which
710 merely determines the depth at which Evergreen prompts for the patron to opt
715 * Restrict patron opt-in to home library and related orgs at specified depth (`org.restrict_opt_to_depth`)
720 Standing penalty ignore proximity
721 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
723 Standing penalties now have an `ignore_proximity` field that takes an
724 integer value. When set, the value of this field represents the
725 proximity from the user's home organizational unit where this penalty
726 will be ignored for purposes of circulation and holds. Typical values
727 for this field would be 0, 1, or 2 when using a standard hierarchy of
728 Consortium -> System -> Branch -> Sublibrary/Bookmobile. A value of 1
729 would cause the penalty to be ignored at the user's home organization
730 unit, its parent and/or immediate child. A value of 2 should cause
731 it to be ignored at the above as well as all sibling organizational
732 units to the user's home. In all cases, a value of zero causes the
733 penalty to be ignored at the user's home and to apply at all other
734 organizational units. If the value of this field is left unset (or
735 set to a negative value), the penalty will still take effect
736 everywhere using the normal organizational unit and depth values. If
737 you use a custom hierarchy, you will need to figure out any values
738 greater than 0 on your own.
740 The `ignore_proximity` does not affect where penalties are applied. It
741 is used when determining whether or not a penalty blocks an activity
742 at the current organizational unit or the organizational unit that
743 owns the copy involved in the current transaction. For instance, if
744 you set the `ignore_proximity` to 0 on patron exceeds overdue fines,
745 then the patron will still be able to place holds on and checkout
746 copies owned by their home organizational unit at their home
747 organizational unit. They will not, however, be able to receive
748 copies from other organizational units, nor use other organizational
753 Patron checkout history stored in a dedicated table
754 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
756 Patron checkout history is now stored in separate, dedicated database
757 table instead of being derived from the main circulation data. This
758 allows us to age/anonymize circulations more aggressively, since they
759 no longer need to stick around in cases where they represent a patron's
760 opt-in checkout history.
762 This has a number of patron privacy implications.
764 * Minimal metadata is stored in the new patron checkout history table,
765 so once the corresponding circulation is aged, the full set of
766 circulation metadata is no longer linked to a patron's reading history.
767 ** It is limited to checkout date, due date, checkin date, and copy data.
768 * Staff can no longer report on a patron's reading history.
769 ** While it is possible to build aggregate reports on reading history
770 data, it is not possible to report on which user an entry in the
771 history table belongs to. (The 'usr' column is hidden from the
773 * Staff can no longer retrieve a patron's reading history via API. Only
774 the user that owns the history data can access it.
779 Administrators should verify the CSV export of checkout history works after
780 deploying this change. If local changes were made to the CSV template,
781 the template will not be updated as part of this deployment. The stock
782 template was modified to handle gracefully NULL values for checkin_time.
787 ------------------------------------------------------------------------
788 - Returned: [% date.format(helpers.format_date(circ.checkin_time), '%Y-%m-%d') %]
791 + helpers.format_date(circ.checkin_time), '%Y-%m-%d')
792 + IF circ.checkin_time;
794 ------------------------------------------------------------------------
803 Holds count column picker option
804 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
805 A new column picker option showing the number of holds for a given item will
806 now be available in various interfaces displaying item information, including
807 the patron's Items Out tab and the Item Status, Check Out, Check In, Renew
808 Item and Record In-House Use screens.
810 Note: Because the holds count is generated from the hold_copy_map, newly-added
811 items and items in a non-holdable status will not display accurate hold counts
812 until 24 hours after they have been added to the system or moved to a holdable
816 Distinct images for pop-ups and slips
817 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
818 The client now supports using distinct images for hold, transit, and booking
819 reservation popup windows and slips. In addition, three new images have been
820 provided, replacing the turtle that previously displayed. The turtle file
821 is still available in the images directory for those sites that still wish
830 Removal of unused methods
831 ^^^^^^^^^^^^^^^^^^^^^^^^^
832 The following public methods, which were both broken and not in use,
835 * `open-ils.actor.org_unit.closed_date.create`
836 * `open-ils.actor.org_unit.closed_date.delete`
845 Editable borrowing history
846 ^^^^^^^^^^^^^^^^^^^^^^^^^^
847 Patrons can now delete titles that they do not wish to appear in their
850 * In "My Account", click on the "Items Checked Out" tab, then
851 the "Check Out History" sub-tab.
852 * Check off the items to conceal.
853 * Click the Go button next to the "Delete Selected Titles" drop-down box.
854 * Click OK in the pop-up to confirm the deletion. Note that deletions
857 Deleted titles will also not appear in the downloaded CSV file.
859 Patron history disable warning
860 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
862 When disabling checkout and/or holds history in the public catalog's
863 Search and History Preferences tab, patrons will be warned that the
864 operation is irreversible when history data exists that will be
865 deleted as part of the update.
869 Include parts label when sorting copies on the record details page
870 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
871 The list of copies on the catalog's record details page now includes
872 the part label in the default sort order.
874 Specifically, copies are now sorted by (in order), org unit, then
875 call number, then part label sortkey, then copy number, and
878 Previously, the hierarchy was org unit, then call number,
879 then copy number, and finally barcode
883 Quick option to change search scope to all libraries
884 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
885 A common usage of the catalog is to do a search in a restricted scope,
886 like a local library. When the results are lacking, the search is repeated in a
887 consortium-wide scope. This feature provides an optional button and checkbox
888 to alter the depth of the search to a defined level.
890 This feature is enabled by default and can be configured in the Depth Button/
891 Checkbox section of config.tt2.
893 New config.tt2 settings
894 +++++++++++++++++++++++
895 * ctx.depth_sel_checkbox
896 * ctx.depth_sel_button
897 * ctx.depth_sel_depth
898 * ctx.sel_button_label
899 * ctx.depth_sel_button_class
900 * ctx.depth_sel_checkbox_label
901 * ctx.depth_sel_tooltip
902 * ctx.depth_sel_resultshint
904 Limiter to exclude electronic resources
905 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
906 A limiter to exclude electronic resources from search results is now available
907 on the advanced search screen and from the search results page. This limiter
908 will exclude any search results with an item form of o or s. This limiter
909 will be applied on top of any other format limiters used in the search.
911 The checkboxes are disabled by default. To display them in both places, set
912 the 'ctx.exclude_electronic_checkbox' setting in config.tt2 to 1.
914 New config.tt2 setting
915 ++++++++++++++++++++++
916 ctx.exclude_electronic_checkbox
921 Evergreen's unAPI support now includes access to many more
922 record types. For example, the following URL would fetch
923 bib 267 in MODS32 along with holdings, volume, copy,
924 and record attribute information:
926 https://example.org/opac/extras/unapi?id=tag::U2@bre/267{holdings_xml,acn,acp,mra}&format=mods32
928 To access the new unAPI features, the unAPI ID should have the
932 * followed by class name, which may be
934 * +biblio_record_entry_feed+ (multiple bibs)
935 * +acl+ (copy locations)
937 * +acnp+ (call number prefixes)
938 * +acns+ (call number suffixes)
940 * +acpn+ (copy notes)
942 * +ascecm+ (copy stat cat entries)
943 * +auri+ (located URIs)
944 * +bmp+ (monographic parts)
945 * +cbs+ (bib sources)
946 * +ccs+ (copy statuses)
947 * +circ+ (loan checkout and due dates)
948 * +holdings_xml+ (holdings)
949 * +mmr+ (metarecords)
950 * +mmr_holdings_xml+ (metarecords with holdings)
951 * +mmr_mra+ (metarecords with record attributes)
952 * +mra+ (record attributes)
953 * +sbsum+ (serial basic summaries)
954 * +sdist+ (serial distributions)
955 * +siss+ (serial issues)
956 * +sisum+ (serial index summaries)
957 * +sitem+ (serial items)
958 * +sssum+ (serial supplement summaries)
959 * +sstr+ (serial streams)
960 * +ssub+ (serial subscriptions)
961 * +sunit+ (serial units)
963 * followed by a record identifier (or in the case of
964 the +biblio_record_entry_feed+ class, multiple IDs separated
966 * followed, optionally, by limit and offset in square brackets
967 * followed, optionally, by a comma-separated list of "includes"
968 enclosed in curly brackets. The list of includes is
969 the same as the list of classes with the following addition:
970 * +bre.extern+ (information from the non-MARC parts of a bib
972 * followed, optionally, by +/+ and org unit; "-" signifies
973 the top of the org unit tree
974 * followed, optionally, by +/+ and org unit depth
975 * followed, optionally, by +/+ and a path. If the path
976 is +barcode+ and the class is +acp+, the record ID is taken
977 to be a copy barcode rather than a copy ID; for example, in
978 +tag::U2@acp/ACQ140{acn,bre,mra}/-/0/barcode+, +ACQ140+ is
979 meant to be a copy barcode.
980 * followed, optionally, by +&format=+ and the format in which the record
981 should be retrieved. If this part is omitted, the list of available
982 formats will be retrieved.
987 New form/genre search and facet index
988 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
989 The stock indexing definitions now include a search and facet index on the
990 form/genre field (tag 655). This allows genre links in the public catalog
991 record display to retrieve works in the same genre. The public catalog genre
992 links will no longer display content from the 659 MARC fields.
994 The genre facet will also display by default in the public catalog. A partial
995 reingest during upgrade is required to use this index.
1000 Limit number of facets retrieved during search
1001 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1002 Catalog search now limits the number of facets retrieved
1003 per defined facet field. Setting a limit is useful so that
1004 `open-ils.cstore backends don't end up needlessly consuming
1005 memory when fetching facets for a large result set; if a broad
1006 search retrieves over 10,000 author facets (say), even the most
1007 persistant user is not going to actually look at all of them. Fetching
1008 fewer facets can also slightly speed up generation of search results.
1010 The limit is controlled by a new global flag, `search.max_facets_per_field`,
1011 whose label is "Search: maximum number of facet values to retrieve for
1012 each facet field". The default limit value is 1,000, but lower values
1013 (e.g., 100) are perhaps even better for most catalogs.
1015 Significant bugfixes
1016 ~~~~~~~~~~~~~~~~~~~~
1018 Add acquisitions cancel reason 85 for Baker & Taylor EDI
1019 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1020 Baker & Taylor send backs a quantity status code of 85
1021 when a line item is canceled when using EDI. That code
1022 is now included in the system so those cancelations get
1023 properly registered.
1027 Corrections were made to the self-check holds and fines printing
1028 functionality to so that the proper transactions can be printed.
1029 The change requires that the Self-Checkout Fines Receipt and
1030 Self-Checkout Holds Receipt action/trigger templates be updated
1031 in order to work properly.
1036 * Copy records in the "Concerto" test data set now have prices.
1037 * The web-based self-check interface now displays the patron
1038 information area only when a patron is logged in.
1039 * The progress page displayed by MARC Batch Edit is improved.
1040 * The public catalog now better handles the situation where
1041 a patron who does not have an email address registered in
1042 Evergreen tries to email a record.
1044 Evergreen 2.10.0 bugs closed
1045 ----------------------------
1047 * https://bugs.launchpad.net/bugs/838525[Bug 838525: Timestamp on dob can make date appear off by a day]
1048 * https://bugs.launchpad.net/bugs/963341[Bug 963341: Allow the JSPac and TPac to display both MFHD records and Serial Control/Alternate records,]
1049 * https://bugs.launchpad.net/bugs/1067823[Bug 1067823: tpac: genre links in record details page launch subject search]
1050 * https://bugs.launchpad.net/bugs/1164174[Bug 1164174: Add support for author/title series added entry]
1051 * https://bugs.launchpad.net/bugs/1175711[Bug 1175711: can't renew items on OPAC due to items being on Booking resource list]
1052 * https://bugs.launchpad.net/bugs/1197636[Bug 1197636: Email record detail does not check for email]
1053 * https://bugs.launchpad.net/bugs/1202742[Bug 1202742: Support alert/print message for transiting, non-active copies]
1054 * 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]
1055 * https://bugs.launchpad.net/bugs/1208613[Bug 1208613: Expand All button does not work past the 1st page when viewing a large picklist.]
1056 * https://bugs.launchpad.net/bugs/1229757[Bug 1229757: support distinct pop-up images for holds, transits, and hold transits]
1057 * https://bugs.launchpad.net/bugs/1240657[Bug 1240657: OpenILS::Application::Actor should check_perms for CREATE_CLOSED_DATE, not CREATE_CLOSEING]
1058 * https://bugs.launchpad.net/bugs/1251415[Bug 1251415: Use the juvenile setting when auto-removing juvenile flag.]
1059 * https://bugs.launchpad.net/bugs/1275118[Bug 1275118: Holds history displays canceled holds as active]
1060 * https://bugs.launchpad.net/bugs/1312699[Bug 1312699: Editable Checkout History]
1061 * https://bugs.launchpad.net/bugs/1319998[Bug 1319998: money.materialized_summary_billing_del() ADDS to balance_owed]
1062 * https://bugs.launchpad.net/bugs/1333254[Bug 1333254: EDI invoices automatically expend debits]
1063 * https://bugs.launchpad.net/bugs/1367926[Bug 1367926: Add support for (nearly) direct access to the full unapi backend]
1064 * https://bugs.launchpad.net/bugs/1370694[Bug 1370694: Selfcheck "Print List" for Holds view does not work]
1065 * https://bugs.launchpad.net/bugs/1371647[Bug 1371647: config.marc21_ff_pos_map needs an audit]
1066 * https://bugs.launchpad.net/bugs/1375043[Bug 1375043: Support for in-A/T telephony configuration]
1067 * https://bugs.launchpad.net/bugs/1380709[Bug 1380709: invoice print amounts-per-fund uses wrong value when item price varies]
1068 * https://bugs.launchpad.net/bugs/1384740[Bug 1384740: Add authority records support to marc stream importer (Connexion)]
1069 * https://bugs.launchpad.net/bugs/1391282[Bug 1391282: Default Action Trigger Templates Updates]
1070 * https://bugs.launchpad.net/bugs/1392396[Bug 1392396: Wishlist: Action Trigger for new user creation]
1071 * https://bugs.launchpad.net/bugs/1402018[Bug 1402018: Acq Copy location UI scoped to registered workstation]
1072 * https://bugs.launchpad.net/bugs/1402770[Bug 1402770: Add column picker option for number of holds in item context]
1073 * https://bugs.launchpad.net/bugs/1406786[Bug 1406786: Merge parts functionality fails to preserve copy_part mapping]
1074 * https://bugs.launchpad.net/bugs/1422802[Bug 1422802: Parts need to be more visible on the place holds screen]
1075 * https://bugs.launchpad.net/bugs/1422932[Bug 1422932: TPAC: Holds history pager typo]
1076 * https://bugs.launchpad.net/bugs/1429268[Bug 1429268: Credit card payment fails on NULL mailing address]
1077 * https://bugs.launchpad.net/bugs/1452950[Bug 1452950: Angularize the patron editor]
1078 * https://bugs.launchpad.net/bugs/1454871[Bug 1454871: KPAC Hold Notifications - SMS]
1079 * https://bugs.launchpad.net/bugs/1454884[Bug 1454884: Hold placed on grouped metabib result displays wrong title]
1080 * https://bugs.launchpad.net/bugs/1464765[Bug 1464765: evergreen.lpad_number_substrings doesn't handle internal substring matches properly]
1081 * https://bugs.launchpad.net/bugs/1466173[Bug 1466173: Wishlist: Selfcheck Hide UI Elements until patron auth]
1082 * https://bugs.launchpad.net/bugs/1466990[Bug 1466990: Detailed search results shows parts for items that dont have parts]
1083 * https://bugs.launchpad.net/bugs/1468422[Bug 1468422: Improve Password Management and Authentication]
1084 * https://bugs.launchpad.net/bugs/1470957[Bug 1470957: Items are incorrectly sorting when using the Sort By Publication date feature]
1085 * https://bugs.launchpad.net/bugs/1474051[Bug 1474051: Avoid storing partial credit card payment info]
1086 * https://bugs.launchpad.net/bugs/1474455[Bug 1474455: Fixed navigation menu for the web client]
1087 * https://bugs.launchpad.net/bugs/1474566[Bug 1474566: Credit card API amount paid rounding error.]
1088 * https://bugs.launchpad.net/bugs/1482336[Bug 1482336: create_release_notes.sh include .adoc files]
1089 * https://bugs.launchpad.net/bugs/1483500[Bug 1483500: evergreen.lowercase needs test]
1090 * https://bugs.launchpad.net/bugs/1483506[Bug 1483506: public.first_agg needs test]
1091 * https://bugs.launchpad.net/bugs/1483508[Bug 1483508: public.text_concat needs tests]
1092 * 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]
1093 * https://bugs.launchpad.net/bugs/1486294[Bug 1486294: Add acquisitions data to the Concerto dataset]
1094 * https://bugs.launchpad.net/bugs/1486592[Bug 1486592: Copies in concerto data should have prices]
1095 * https://bugs.launchpad.net/bugs/1487527[Bug 1487527: TPAC: Provide shortcut for changing search scope]
1096 * 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]
1097 * https://bugs.launchpad.net/bugs/1492793[Bug 1492793: Support for PostgreSQL Application Name Connection Options]
1098 * https://bugs.launchpad.net/bugs/1496837[Bug 1496837: xml-related test is invalid]
1099 * https://bugs.launchpad.net/bugs/1499123[Bug 1499123: Ability to Ignore Certain Standing Penalties Within a Proximity to the Patron's Home Library]
1100 * https://bugs.launchpad.net/bugs/1501471[Bug 1501471: fetching OU settings in batch can be made faster]
1101 * https://bugs.launchpad.net/bugs/1501516[Bug 1501516: Indicate whether a lineitem is fully paid/invoiced in PO list]
1102 * https://bugs.launchpad.net/bugs/1502152[Bug 1502152: Trap Warnings in marc_export for better error reporting]
1103 * https://bugs.launchpad.net/bugs/1504615[Bug 1504615: OPAC: Suggest record detail more useful when sorted by parts]
1104 * https://bugs.launchpad.net/bugs/1505286[Bug 1505286: set limit on facets retrieved during search]
1105 * https://bugs.launchpad.net/bugs/1506534[Bug 1506534: valid_z3950_attr_type check constraint can cause errors during pg_restore]
1106 * https://bugs.launchpad.net/bugs/1507845[Bug 1507845: Correct search engine optimization -- allow robots to crawl, but not index, results]
1107 * https://bugs.launchpad.net/bugs/1508477[Bug 1508477: browser client: hotkeys don't work if an input element has focus]
1108 * https://bugs.launchpad.net/bugs/1509479[Bug 1509479: infinite loop when parsing modified unclosed phrase search query]
1109 * https://bugs.launchpad.net/bugs/1510641[Bug 1510641: Cannot print PO without lineitems]
1110 * https://bugs.launchpad.net/bugs/1513554[Bug 1513554: It is possible to delete acq.cancel_reasons that are used by the system]
1111 * https://bugs.launchpad.net/bugs/1516022[Bug 1516022: reporting source for copy/hold ratio at pickup library and descendants]
1112 * https://bugs.launchpad.net/bugs/1516104[Bug 1516104: Wishlist: Additional Acq Toolbar Options]
1113 * https://bugs.launchpad.net/bugs/1516707[Bug 1516707: Relevance ranking deteriorates when phrases are added to search]
1114 * https://bugs.launchpad.net/bugs/1516757[Bug 1516757: SIP Date of Birth off by one day / parsed as UTC]
1115 * https://bugs.launchpad.net/bugs/1516867[Bug 1516867: HTML reports should be dynamically sortable]
1116 * https://bugs.launchpad.net/bugs/1519055[Bug 1519055: Simple checkbox to exclude electronic resources from search results]
1117 * https://bugs.launchpad.net/bugs/1519465[Bug 1519465: Purchase Orders with spaces in the name cause problems with EDI processing]
1118 * https://bugs.launchpad.net/bugs/1519911[Bug 1519911: Typo in seed data for hold cancel notification action triggers]
1119 * https://bugs.launchpad.net/bugs/1519925[Bug 1519925: Add UPC search to MARC Federated Search - Native Evergreen option]
1120 * https://bugs.launchpad.net/bugs/1522538[Bug 1522538: Unexpected Journal Title Search Results when using second or third Search Input in Advanced Search]
1121 * https://bugs.launchpad.net/bugs/1522604[Bug 1522604: webclient: Red font to highlight Lost items in patron summary extends to Non-Cataloged label]
1122 * https://bugs.launchpad.net/bugs/1526543[Bug 1526543: Cannot disable password reset in TPAC]
1123 * https://bugs.launchpad.net/bugs/1526546[Bug 1526546: Parts do not sort correctly on Holdings Maintenance screen]
1124 * https://bugs.launchpad.net/bugs/1526547[Bug 1526547: Overdues adjusted via lost (or long overdue) processing get an incorrect note ("VOIDED FOR BACKDATE")]
1125 * https://bugs.launchpad.net/bugs/1527342[Bug 1527342: Maintain patron reading history in a dedicated table.]
1126 * https://bugs.launchpad.net/bugs/1528596[Bug 1528596: Another untrapped marc_export warning]
1127 * https://bugs.launchpad.net/bugs/1531976[Bug 1531976: Triggered Events UI not loading after visiting Message Center UI and vice-versa]
1128 * https://bugs.launchpad.net/bugs/1533329[Bug 1533329: Selectively disallow opt-in based on patron's home library]
1129 * https://bugs.launchpad.net/bugs/1533331[Bug 1533331: evergreen.protect_reserved_rows_from_delete() trigger function returning error]
1130 * https://bugs.launchpad.net/bugs/1538697[Bug 1538697: webclient: copy record does not save when changing stat cat entries]
1131 * https://bugs.launchpad.net/bugs/1539088[Bug 1539088: marc export should only print "Waiting for Input" when running interactively]
1132 * https://bugs.launchpad.net/bugs/1539776[Bug 1539776: webclient: Wrapping improvements for vol / copy editor]
1133 * https://bugs.launchpad.net/bugs/1544723[Bug 1544723: Add webstaff to update_pofiles]
1134 * https://bugs.launchpad.net/bugs/1545178[Bug 1545178: two dead methods for dealing with closed dates should be removed]
1135 * https://bugs.launchpad.net/bugs/1545226[Bug 1545226: MARC Batch Editor summary table html problems]
1136 * https://bugs.launchpad.net/bugs/1546125[Bug 1546125: Print Templates -> Save Locally not working]
1137 * https://bugs.launchpad.net/bugs/1548143[Bug 1548143: Add Parts Support to Vandelay Item Import]
1138 * https://bugs.launchpad.net/bugs/1548147[Bug 1548147: Quick Export Feature for Vandelay Queues]
1139 * https://bugs.launchpad.net/bugs/1548869[Bug 1548869: KPAC - hold results screen not showing title]
1140 * https://bugs.launchpad.net/bugs/1549393[Bug 1549393: AddedContent: Invalid ISBN's are sent to Content Cafe as blank string]
1141 * https://bugs.launchpad.net/bugs/1550495[Bug 1550495: EDI Default Cancel Reason for Baker & Taylor not included: Code 85]
1142 * https://bugs.launchpad.net/bugs/1551447[Bug 1551447: Selfcheck: Printing Fines Prints All Open Transactions]
1143 * https://bugs.launchpad.net/bugs/1552060[Bug 1552060: Persistent login no longer working in OPAC]
1144 * https://bugs.launchpad.net/bugs/1553813[Bug 1553813: Browser patron editor field validation and permission checks]
1145 * https://bugs.launchpad.net/bugs/1556339[Bug 1556339: API attempts to use nonexistent user_visible_circs method]
1146 * https://bugs.launchpad.net/bugs/1557525[Bug 1557525: Release Notes Omission]
1147 * https://bugs.launchpad.net/bugs/1557621[Bug 1557621: Verify password API fails on barcode; returns success on deleted users]
1148 * https://bugs.launchpad.net/bugs/1557683[Bug 1557683: Missing semicolon in 0953.function.unapi-bre.external-includes.sql]
1150 Evergreen 2.10.0 Acknowledgments
1151 --------------------------------
1152 The Evergreen project would like to thank the following
1153 individuals who contributed code, documentations patches and
1154 tests to this release of Evergreen:
1188 We would also like to thank the following individuals who
1189 tested and signed off on patches:
1195 We would also like to thank the following organizations who
1196 commissioned developments in this release of Evergreen:
1198 * Linn Libraries Consortium
1199 * King County Library System
1202 We also thank the following organizations whose employees contributed
1205 * BC Libraries Coooperative
1206 * Berklee College of Music
1212 * Georgia Public Library Service
1213 * Indiana State Library
1214 * Kent County Public Library
1215 * King County Library System
1216 * Lake Agassiz Regional Library
1217 * Laurentian University
1222 * Rodgers Memorial Library
1225 We regret any omissions. If a contributor has been inadvertantly
1226 missed, please open a bug at http://bugs.launchpad.net/evergreen/