1 Evergreen 2.7 Release Notes
2 ===========================
9 New Color in colors.tt2
10 ~~~~~~~~~~~~~~~~~~~~~~~
11 A new color called _mobile_header_text_ has been added to colors.tt2. Evergreen
12 sites will need to customize this color so that it fits with their catalog's
13 color scheme. The color is used to define new search links that will appear in
14 _My Account_ screens when viewed on screens smaller than 600px wide. It will
15 also be used on any future text that appears in the header area of the catalog.
17 Record Attributes Reingest Recommended
18 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
19 After this update, it is recommended that you reingest your
20 bibliographic records to update the fixed field, record attribute
21 indexes. This is mainly necessary to make sure that fiction books do
22 not also show up as non-fiction.
24 You can accomplish this by running the following query in your database:
27 --------------------------------------------------------------------
28 select metabib.reingest_record_attributes(id)
29 from biblio.record_entry;
30 --------------------------------------------------------------------
44 Acquisitions speed improvements
45 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
46 Improvements to the rendering of the acquisitions fund selector will improve
47 the speed at which the purchase order, copy grid, PO/invoice charge creator,
48 and distribution formula editor load. These speed improvements will be most
49 noticeable for sites that use many funds.
56 Differentiate Delayed vs. Canceled Items
57 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
61 Canceled and delayed lineitems and copies in acquisitions are marked as
62 canceled in the database. The determining factor of whether an item is
63 delayed or canceled is the keep_debits flag on the cancel reason.
65 The changes below help to differentiate between these two closely-related
66 states by improving labels in the interface and providing separate counts
67 for delayed vs. canceled.
72 * Show number canceled and number delayed in lineitem summary displays
73 ** Includes summary displays in invoices and copy grids
74 * Update stock cancel cause labels to include "Canceled:.." and
75 "Delayed:..." prefixes.
76 * When a lineitem or copy is marked as canceled, show the cancel cause
77 label in the interface instead of the bare (and misleading and non-I18N
78 friendly) string "cancelled".
79 ** Related, for non-canceled states, show a translatable string
80 representing the name of the state instead of the bare state code.
81 * Add cancel cause labels to the print PO and lineitem worksheet templates.
83 Support Cancellation of Delayed Lineitems
84 +++++++++++++++++++++++++++++++++++++++++
86 When a lineitem is marked as delayed (canceled with keep_debits == true),
87 allow staff to cancel the lineitem again in the ACQ PO/Selection List interface.
88 Once a lineitem is marked as truly canceled, it cannot be canceled again.
98 Switch to XLSX format for Excel report output
99 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
100 With previous versions of Evergreen, reports generated in the Excel output
101 were limited to a maximum of 64,000 rows. This was a limitation due to the
102 Excel format ".xls". Now, new report outputs for Excel will use format ".xlsx"
103 which allows for much larger report output rows.
111 Users may now view and edit existing reports.
113 With each report in the Reports folder view there are two new links,
114 one for viewing (read-only) and one for editing. After changing a
115 report, the user has the option to save the modified report
116 or create a new report with the new values, in effect cloning
119 When saving a changed report that has a pending run, the user
120 will be warned of this and asked if they would prefer to modify the
121 scheduled report or to instead save the changed values as a new
122 report, leaving the original report intact.
127 Reports Documentation Links and Hints
128 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
129 * Report templates support a new External URL field, which may
130 contain a link to template-specific, local documentation.
132 ** When set, a link to the external documentation will be
133 displayed in a new column in the template list and within
136 ** URL's are set in the 'Documentation URL' entry.
138 * Template display fields and filters support a new Field Hint
139 value. When set, hints are displayed in the report editor.
141 ** Values are set via the 'Change Field Hint' option along
142 the bottom of the template editor.
149 Secondary Permission Groups
150 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
152 The patron registration/edit screen now has an interface for adding
153 secondary permission groups (profiles) to a user account. This gives
154 library staff the ability to assign sets of permissions from multiple
155 permission groups to a single user. For example, if you have a
156 cataloger who also does acquisitions, and you have separate permission
157 groups for Catalogers and Acquisitions, the new UI allows you to add
158 acquisitions as a secondary perm group on the cataloger's account, thus
159 granting all Acquisitions permissions to that user without changing the
160 user's primary profile group.
162 Library staff require the *CREATE_USER_GROUP_LINK* and
163 *REMOVE_USER_GROUP_LINK* permissions (which already exist in Evergreen) in order
164 to add or remove a user's secondary permission groups.
176 TPAC Copy View/Edit Links
177 ^^^^^^^^^^^^^^^^^^^^^^^^^
178 Adds 'view' and 'edit' links next to each copy in the TPAC record
179 details copy grid when viewed from within the staff client. The 'edit'
180 link only appears when the authenticated user has permission to edit the
183 Both links open new tabs. When the 'edit' link is used, the 'Unified
184 Volume/Item Creator/Editor' org unit setting is inspected to determine
185 which style of copy edit interface to display. When the 'view' link is used,
186 the copy details display in the Item Status screen.
191 Display "Imported As" in Vandelay Queue
192 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
193 This simple new feature appears within the Cataloging *MARC Batch
194 Import/Export* screens. When viewing the contents of a Vandelay queue,
195 for example when inspecting a queue or right after bib imports, there is
196 a new column called _Imported As_. This new column displays the
197 record ID, also known as the bib number, of the bib records currently
198 listed in the queue. If the bib records listed in the queue have not been
199 imported yet, this column is blank until the queued records are imported.
200 After import the queued records will display the assigned record ID for
209 New command line options were added to marc_stream_importer.pl for
210 passing additional Vandelay import flags. Prior to this change, only
211 auto-overlay-exact was supported.
215 * --auto-overlay-exact
216 ** Overlay/merge on exact 901c matches
217 * --auto-overlay-1match
218 ** Overlay/merge when exactly one match is found
219 * --auto-overlay-best-match
220 ** Overlay/merge on best match
222 ** Import when no match is found
224 Like Vandelay, these options can be combined.
229 Monograph Part Merging
230 ^^^^^^^^^^^^^^^^^^^^^^
232 The monograph part list for a bibliographic record may, over time, diverge from
233 the proscribed format, resulting in multiple labels for what are essentially the
234 same item. For instance, ++Vol.{nbsp}1++ may have variants
235 like ++V.1++, ++Vol{nbsp}1++, or ++{nbsp}Vol.{nbsp}1++ (leading
236 space).This feature will allow cataloging staff to collapse the variants into
246 Change to Holds Shelf Expire Report
247 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
249 When limiting to Clearable Holds in the Browse Holds Shelf interface, the
250 system will no longer display and clear holds expiring today. Instead, it will
251 look for holds that expired before today.
256 Support holds targeting and fulfillment of precats for ILL
257 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
258 Adds support for holds targeting and fulfillment of copy-level holds on
259 pre-cat records. This feature makes integration with FulfILLment, NCIP and
260 other ILL mediators easier because pre-cat copies can successfully be used for
267 Support for a Lost and Paid Status
268 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
269 This feature supports a new, optional, _Lost and Paid_ status that can be used
270 by sites that want to distinguish between lost items with outstanding bills and
271 those that have been fully paid. A site may want to make this distinction to
272 set different OPAC visibility or holdability rules for these items.
274 If enabled, when a lost item is fully paid, the copy's status will automatically
275 change to _Lost and Paid_.
277 New setting available via the Library Settings Editor
278 ++++++++++++++++++++++++++++++++++++++++++++++++++++++
279 - Use Lost and Paid copy status (circ.use_lost_paid_copy_status)
288 The 2.7 release will contain a preview of web client circulation features.
289 Circulation is the first step in moving all staff functions from the existing
290 XULRunner-based client to a web application that will be based on AngularJS.
292 Evergreen is moving away from the existing client because XULRunner no longer
293 supports features critical to the Evergreen software, including remote XUL,
294 multi-part streaming, and XML JavaScript. The new web client is expected to
295 show some speed improvements, to provide comprehensive support for
296 internationalization/localization, to provide good support for assistive
297 technologies, to be easier to customize locally, and to be more mobile friendly.
299 The intent of the preview is to make it easier for end users at Evergreen sites
300 to try the new client, become familiar with its features, and to
301 discover/report bugs that are found. Instructions to implement the web client
302 can be found in the code in Open-ILS/web/js/ui/default/staff/README.install.
303 These will be revised and moved to the full README for 2.7.1.
310 Added Content by Record ID
311 ^^^^^^^^^^^^^^^^^^^^^^^^^^
313 The Template Toolkit OPAC will now load all Added Content by the Record ID, not
314 just jacket images. This will allow added content providers that support it to
315 load additional content by other identifiers.
320 Content Cafe Added Content Update
321 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
322 The OpenILS::WWW::AddedContent::ContentCafe provider has been updated to use the
323 newer Content Cafe 2 API in full. With this update the ability to load content
324 based on ISBN or UPC is now enabled.
329 With the updated code the option for displaying a "No Image" image or a 1x1
330 pixel image is no longer available. Instead the Apache-level "blank image" rules
331 will trigger when no image is available. The configuration option controlling
332 this behavior can thus be removed from opensrf.xml entirely.
337 By default the module will prefer ISBNs over UPCs, but will request information
338 for both. If you wish for UPCs to be preferred, or wish one of the two
339 identifier types to not be considered at all, you can change the
340 "identifier_order" option in opensrf.xml. When the option is present only the
341 identifier(s) listed will be sent.
346 More RDA 264 tag support
347 ^^^^^^^^^^^^^^^^^^^^^^^^
349 The OPAC now displays RDA bib tag 264 information for Producer, Distributor,
350 Manufacturer, and Copyright within a full bib record’s summary. This is in
351 addition to the RDA bib tag 264 publisher information, indicator 2 equal
352 to 1, that was already being displayed in previous versions of Evergreen.
353 The OPAC full bib view also now contains the Schema.org copyrightYear value.
355 Additionally, this information is now available in search results as well
356 when viewing more details.
363 A http://www.sitemaps.org[sitemap] directs search engines to the pages of
364 interest in a web site so that the search engines can intelligently crawl
365 your site. In the case of Evergreen, the primary pages of interest are the
366 bibliographic record detail pages.
368 The sitemap generator script creates sitemaps that adhere to the
369 http://sitemaps.org specification, including:
371 * limiting the number of URLs per sitemap file to no more than 50,000 URLs;
372 * providing the date that the bibliographic record was last edited, so
373 that once a search engine has crawled all of your sites' record detail pages,
374 it only has to reindex those pages that are new or have changed since the last
376 * generating a sitemap index file that points to each of the sitemap files.
382 IMPORTANT SECURITY INFORMATION
383 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
384 A serious security flaw that allows unauthorized remote access to
385 organizational unit settings is fixed in the following releases of
386 Evergreen: 2.5.9, 2.6.7, and 2.7.4. All prior releases of Evergreen
387 are vulnerable to exploitation of this flaw to reveal sensitive system
388 information. If you are running a vulnerable release of Evergreen you
389 are *strongly* encouraged to upgrade to a non-vulnerable release as
392 Set resource limits for Clark Kent
393 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
394 Several parameters are now available for the reporter daemon process
395 (`clark-kent.pl`) to control resource usage. These can be used to
396 reduce the chances that a malformed report can cause indigestion
397 on a database or reports server. The new parameters, which can be
398 set in `opensrf.xml` or as command-line switches for `clark-kent.pl` are
400 * `//reporter/setup/statement_timeout` / `--statement-timeout`
402 Number of minutes to allow a report's underlying SQL query
403 to run before it gets cancelled. Default value is
404 60 minutes. If a report's query gets cancelled, the
405 error_text value will be set to a valid that indicates that
406 the allowed time was exceeded.
408 * `//reporter/setup/max_rows_for_charts` / `--max-rows-for-charts`
410 Number of rows permitted in the query's output before
411 Clark Kent refuses to attempt to draw a graph. Default
414 * `//reporter/setup/resultset_limit` / `--resultset-limit`
416 If set, truncates the report's output to the specified
417 number of hits. Note that it will not be apparent
418 to a staff user if the report's output has been
419 truncated. Default value is unlimited.
421 The report concurrency (i.e., the number of reports that Clark
422 Kent will run in parallel) can now also be controlled via
423 the `opensrf.xml` setting `//reporter/setup/parallel`.
428 The Evergreen project would like to acknowledge the following
429 organizations who commissioned developments in this release of
433 * British Columbia Libraries Cooperative
434 * Central/Western Massachusetts Automated Resource Sharing
435 * Georgia Public Library Service
436 * Howe Library, Hanover, NH
437 * Massachusetts Library Network Cooperative
439 * North of Boston Library Exchange
440 * Pennsylvania Integrated Library System
441 * Pioneer Library System
442 * South Carolina Library Evergreen Network Delivery System
444 We would also like to thank the following individuals who contributed
445 code and documentations patches to this release of Evergreen:
482 We also thank the following organizations whose employees contributed
485 * Berklee College of Music
487 * British Columbia Libraries Cooperative
489 * Catalyst IT Services
490 * Central/Western Massachusetts Automated Resource Sharing
491 * Equinox Software, Inc.
492 * Georgia Public Library Service
493 * Indiana State Library
494 * Lake Agassiz Regional Library
495 * Laurentian University
496 * Massachusetts Library Network Cooperative
497 * Merrimack Valley Library Consortium
500 * North of Boston Library Exchange
501 * Pohjois-Karjalan Tietotekniikkakeskus Oy
502 * St. Louis Christian College
503 * Traverse Area District Library
505 We regret any omissions. If a contributor has been inadvertently
506 missed, please open a bug at http://bugs.launchpad.net/evergreen/