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 like
235 ``++V.1++'', ``++Vol{nbsp}1++'', or ``++{nbsp}Vol.{nbsp}1++'' (leading space).
236 This feature will allow cataloging staff to collapse the variants into one
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)
289 Added Content by Record ID
290 ^^^^^^^^^^^^^^^^^^^^^^^^^^
292 The Template Toolkit OPAC will now load all Added Content by the Record ID, not
293 just jacket images. This will allow added content providers that support it to
294 load additional content by other identifiers.
299 Content Cafe Added Content Update
300 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
301 The OpenILS::WWW::AddedContent::ContentCafe provider has been updated to use the
302 newer Content Cafe 2 API in full. With this update the ability to load content
303 based on ISBN or UPC is now enabled.
308 With the updated code the option for displaying a "No Image" image or a 1x1
309 pixel image is no longer available. Instead the Apache-level "blank image" rules
310 will trigger when no image is available. The configuration option controlling
311 this behavior can thus be removed from opensrf.xml entirely.
316 By default the module will prefer ISBNs over UPCs, but will request information
317 for both. If you wish for UPCs to be preferred, or wish one of the two
318 identifier types to not be considered at all, you can change the
319 "identifier_order" option in opensrf.xml. When the option is present only the
320 identifier(s) listed will be sent.
325 More RDA 264 tag support
326 ^^^^^^^^^^^^^^^^^^^^^^^^
328 The OPAC now displays RDA bib tag 264 information for Producer, Distributor,
329 Manufacturer, and Copyright within a full bib record’s summary. This is in
330 addition to the RDA bib tag 264 publisher information, indicator 2 equal
331 to 1, that was already being displayed in previous versions of Evergreen.
332 The OPAC full bib view also now contains the Schema.org copyrightYear value.
334 Additionally, this information is now available in search results as well
335 when viewing more details.
342 A http://www.sitemaps.org[sitemap] directs search engines to the pages of
343 interest in a web site so that the search engines can intelligently crawl
344 your site. In the case of Evergreen, the primary pages of interest are the
345 bibliographic record detail pages.
347 The sitemap generator script creates sitemaps that adhere to the
348 http://sitemaps.org specification, including:
350 * limiting the number of URLs per sitemap file to no more than 50,000 URLs;
351 * providing the date that the bibliographic record was last edited, so
352 that once a search engine has crawled all of your sites' record detail pages,
353 it only has to reindex those pages that are new or have changed since the last
355 * generating a sitemap index file that points to each of the sitemap files.
361 The Evergreen project would like to acknowledge the following
362 organizations who commissioned developments in this release of
365 * Central/Western Massachusetts Automated Resource Sharing
366 * Massachusetts Library Network Cooperative
367 * North of Boston Library Exchange
369 We would also like to thank the following individuals who contributed
370 code and documentations patches to this release of Evergreen:
402 We also thank the following organizations whose employees contributed
405 * Berklee College of Music
407 * British Columbia Libraries Cooperative
409 * Catalyst IT Services
410 * Central/Western Massachusetts Automated Resource Sharing
411 * Equinox Software, Inc.
412 * Georgia Public Library Service
413 * Lake Agassiz Regional Library
414 * Laurentian University
415 * Massachusetts Library Network Cooperative
416 * Merrimack Valley Library Consortium
419 * North of Boston Library Exchange
420 * St. Louis Christian College
421 * Traverse Area District Library
423 We regret any omissions. If a contributor has been inadvertently
424 missed, please open a bug at http://bugs.launchpad.net/evergreen/