1 Evergreen 2.8 Release Notes
2 =============================
7 This release contains several bugfixes improving on Evergreen 2.8.1
12 * Fixes an issue where a double-scan at checkin causes two holds to capture for
14 * In patron registration, fixes a broken link in the alert informing staff that
15 a patron with the same name already exists.
16 * Fixes an issue where fully-paid long overdue items still appeared in the
17 Other/Special Circulations window.
18 * Fixes an error that appeared when staff tried to renew lost, claims returned
20 * Fixes a "Return to Record" link on the call number texting confirmation
21 screen. The link previously broke in cases when the user was prompted to
22 authenticate before texting.
23 * Removes long overdue circs from the total items out count in My Account.
28 * Changes the behavior of the "Add Rows" link on the advanced search screen
29 so that it no longer opens duplicate rows.
30 * Removes the Bib Call Number from the query type selector.
31 * Removes publication-specific information from a metarecord search results
33 * Prevents the "you have permission to override some of the failed holds"
34 message from appearing when the user does not have permission to override holds.
35 * Removes a stray semicolon that was appearing in browse search entries.
40 * Prevents security warnings in the staff client when Google Analytics is
41 enabled in the catalog.
42 * Adds scrollbars when necessary to the item status alternate view tab.
47 * Fixes an issue where strings with apostrophes could no longer be used to
53 * Creates a script allowing EDI Ruby dependency installation on Ubuntu 14.04.
54 * Fixes compatibility issues with Debian Jessie.
55 * Removes "Safe" CPAN dependency from Debian/Ubuntu Makefile.install files.
56 * Removes the ability for staff to edit their own user accounts.
57 * Adds an index on authority.simple_heading.record so that full table scans
58 aren't needed during authority record reingest.
62 This release contains several bugfixes improving on Evergreen 2.8.0.
67 * Fixes an issue where direct charges were not disencumbered when the charge
68 was removed from the PO or the PO was canceled.
69 * Fixes an issue where direct charges were not calculated in the PO estimated price.
70 * Refreshes the PO summary ammounts (spent, encumbered, estimated) each time
71 an amount-changing event occurs.
73 Patron message center fixes and improvements
74 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
76 * Fixes an issue where the user didn't receive an ackowledgement after
78 * Displays the unread message count in the page title for increased visibility.
79 * Repositions the patron messages link to the dashboard button bar.
80 * For messages that originate from public notes, adjusts the sending library to be the workstation library, not the home library of the note creator.
81 * Improves styling for messages by using pre-wrap, which allows longer messages
83 * Fixes an issue where users already viewing a message cannot return to the message list by clicking on the 'Message" button in the patron dashboard.
88 * Fixes an issue where payment for a lost-then-returned item was not applied to overdues.
89 * Fixes an issue where overdue fines could be doubled if both
90 restore-overdue-on-lost-return and generate-new-overdues-on-lost-return
93 Clear hold shelf checkin modifier fix
94 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
95 Fixes a network error that occurred when using the Clear Hold Shelf checkin modifier.
97 Fix Crash in Collections User Balance Summary
98 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
99 Previously a patron in collections that paid off all transactions would cause a
100 crash and stop processing any balance summary file that they are supposed to
101 appear in. Now user balance summaries can be created in full even if some users
104 Remove the ‡biblios.net Z39.50 target from seed data
105 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
106 The Z39.50 target at z3950.biblios.net/bibliographic has not worked
107 for years, so its service definition is no longer provided in the
108 seed data for new installations of Evergreen.
110 Users of existing Evergreen systems should consider removing
111 the Z39.50 definition for ‡biblios.net. This can be done from
112 Admin | Server Administration | Z39.50 Servers in the staff
115 Set resource limits for Clark Kent
116 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
117 Several parameters are now available for the reporter daemon process
118 (`clark-kent.pl`) to control resource usage. These can be used to
119 reduce the chances that a malformed report can cause indigestion
120 on a database or reports server. The new parameters, which can be
121 set in `opensrf.xml` or as command-line switches for `clark-kent.pl` are
123 * `//reporter/setup/statement_timeout` / `--statement-timeout`
125 Number of minutes to allow a report's underlying SQL query
126 to run before it gets cancelled. Default value is
127 60 minutes. If a report's query gets cancelled, the
128 error_text value will be set to a valid that indicates that
129 the allowed time was exceeded.
131 * `//reporter/setup/max_rows_for_charts` / `--max-rows-for-charts`
133 Number of rows permitted in the query's output before
134 Clark Kent refuses to attempt to draw a graph. Default
137 * `//reporter/setup/resultset_limit` / `--resultset-limit`
139 If set, truncates the report's output to the specified
140 number of hits. Note that it will not be apparent
141 to a staff user if the report's output has been
142 truncated. Default value is unlimited.
144 The report concurrency (i.e., the number of reports that Clark
145 Kent will run in parallel) can now also be controlled via
146 the `opensrf.xml` setting `//reporter/setup/parallel`.
148 Install purge_pending_users.srfsh to /openils/bin by default
149 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
151 Since purge_pending_users.srfsh is in the example crontab, it should
152 be installed to the Evergreen binaries directory (typically /openils/bin)
156 Evergreen 2.8.0 Release Notes
157 =============================
171 ==== Duplicate Order Detection Improvements ====
173 Provides tools to make it more clear to staff when a purchase order or
174 items on an order have been ordered before.
176 ===== Prevent Duplicate PO Names =====
178 Staff now have the option to specify a PO name during PO creation.
179 If the selected name is already in use by another PO at or below
180 the ordering agency for the PO, the user is warned, the save/submit
181 operations are disabled, and a link to the existing PO is display. The
182 link opens the related PO in a new tab when clicked.
184 Selecting a name which is not yet used or clearing the name field
185 (which defaults upon creation to the PO ID) will clear the warning and
186 re-enable the submit/save operation.
188 Similarly, when editing a PO, if the user attempts to use a name already
189 used, the user will be warned and a link to the offending PO will be
192 ===== Show Existing Copies =====
194 In the select list and PO view interfaces, beside the lineitem ID #, we
195 now also display the number of catalog copies already owned at or below
196 the ordering agency for the bib record in question.
198 The count does not include copies linked to the lineitem in question
199 nor does it include copies that are in some form of lost, missing, or
202 ==== Sticky Org Unit Selector ====
204 The Context Org Unit Selector on the Funds screen will now remember and default
205 to the most-recently selected org unit. On first use, the selector will
206 continue to default to the workstation org unit.
212 Apache Access Handler: OpenILS::WWW::AccessHandler
213 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
214 This Perl module is intended for limiting patron access to configured locations
215 in Apache. These locations could be folder trees, static files, non-Evergreen
216 dynamic content, or other Apache features/modules. It is intended as a more
217 patron-oriented and transparent version of the OpenILS::WWW::Proxy and
218 OpenILS::WWW:Proxy::Authen modules.
220 Instead of using Basic Authentication the AccessHandler module instead redirects
221 to the OPAC for login. Once logged in additional checks can be performed, based
222 on configured variables:
224 * Permission Checks (at Home OU or specified location)
225 * Home OU Checks (Org Unit or Descendant)
226 * "Good standing" Checks (Not Inactive or Barred)
228 As the AccessHandler module does not actually serve the content it is
229 protecting, but instead merely hands control back to Apache when it is done
230 authenticating, you can protect almost anything you can serve with Apache.
234 The general use of this module is to protect access to something else.
235 Here are some examples of what you can protect:
238 ** Automatic Directory Indexes
240 *** Electronic Databases
241 *** Software on other servers/ports
242 * Non-Evergreen software
243 ** Timekeeping software for staff
244 ** Specialized patron request packages
245 * Static files and folders
246 ** Semi-public Patron resources
247 ** Staff-only downloads
250 Deleted flag for copy locations
251 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
252 A deleted flag is now available for copy locations, allowing them to be
253 "deleted" without losing statistical information for circulations in a given
254 copy location. It also allows copy locations that are only used by deleted
257 When a copy location is deleted, it will remain in the database, but will be
258 removed from display in the staff client and the catalog.
264 New TPAC config option: Show more details
265 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
266 There is a new option for TPAC to show more details by default.
268 The option to show full details as a default may be especially
269 important for e-content. Valid values are 'true', 'false' and 'hide'.
271 Setting this to 'true' shows full details by default but allows the link
272 to appear for 'Show Fewer Details'. The 'hide' option shows full details
273 and also suppresses the link from displaying at all.
275 Look for "show_more_details.default" in config.tt2.
285 ==== Vandelay Authority Record Match Sets ====
287 Vandelay MARC Batch Import/Export now supports match sets for authority
288 record import matching. Matches can be made against MARC tag/subfield
289 entries and against a record's normalized heading + thesaurus. Internal
290 identifier (901c) matches are also supported.
292 ===== UI Modifications =====
294 * Authority matches display the normalized heading/thesuarus for each
296 * Item import summary is not displayed for authority queues, since
297 items cannot be imported with authority records.
308 Active date display in OPAC
309 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
310 If a library uses the copy's active date to calculate holds age protection,
311 the active date will display with the copy details instead of the create date
312 in the staff client view of the catalog. Libraries that do not enable the
313 _Use Active Date for Age Protection_ library setting will continue to display
319 Option to stop billing activity on zero-balance billed transactions
320 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
321 A new setting is available via the Library Settings Editor to stop any billing
322 activity on fully-paid lost or longoverdue transactions. When the _Do not
323 change fines/fees on zero-balance LOST transaction_ setting is enabled, once a
324 lost of long overdue transaction
325 has been fully paid, no more lost fees will be voided or overdue fines restored
326 or generated if the item is returned. The setting will reduce, though not
327 eliminate, negative balances in the system.
331 * Do not change fines/fees on zero-balance LOST transaction (circ.checkin.lost_zero_balance.do_not_change') - When an item has been marked lost and all
332 fines/fees have been completely paid on the transaction, do not void or
333 reinstate any fines/fees EVEN IF circ.void_lost_on_checkin and/or
334 circ.void_lost_proc_fee_on_checkin are enabled.
339 Patron Message Center
340 ^^^^^^^^^^^^^^^^^^^^^
341 There is now a new mechanism via which messages can be sent to
342 patrons for them to read while logged into the public catalog.
344 Patron messages can be generated in two ways: when a new public
345 note is added to the patron's record, and when an A/T event
346 that is configured to generate messages is processed. Three
347 new default A/T event definitions are added to generate
348 patron messages when a hold is canceled due to lack of a target,
349 staff action, or the item expiring on the shelf.
351 In the public catalog, patrons can read their messages, mark
352 one or more messages as read or unread, or delete messages that
353 they do not want to see again. The XUL staff client has a new
354 menu option on the patron display, "Message Center", that allows
355 staff to view messages. Messages are intentionally not meant
356 to be editable by patrons or library staff.
358 During upgrade, existing public patron notes that are marked
359 public are copied over as new patron messages that are marked
362 There are four new fields available in the A/T event definition:
366 * Message Library Path
369 If these four fields are set, when the A/T event is processed,
370 a message is generated in addition to whatever reactor is
371 specified by the event definition. This means that, for example,
372 an email overdue notice can also generate a message that the
373 patron can view in the public catalog.
378 Void Lost and Long Overdue Bills on Claims Returned
379 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
380 Four new settings have been added to allow sites to void lost item and long
381 overdue billings and processing fees when an item is marked as Claims Returned.
385 * Void lost item billing when claims returned (circ.void_lost_on_claimsreturned)
386 * Void lost item processing fee when claims returned (circ.void_lost_proc_fee_on_claimsreturned)
387 * Void long overdue item billing when claims returned (circ.void_longoverdue_on_claimsreturned)
388 * Void long overdue item processing fee when claims returned (circ.void_longoverdue_proc_fee_on_claimsreturned)
392 Staff option to place another hold on same title
393 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
394 When a hold is successful in the client, staff will now see a link
395 to place another hold on the same title. This link provides some workflow
396 improvement for times when staff are placing holds for multiple patrons on a
397 newly-added title or when they are placing holds for book clubs.
406 TPAC Discoverability Enhancements
407 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
409 A number of discoverability enhancements have been made to the catalog
410 to better support search engines:
412 * Titles of catalog pages now follow a "Page title - Library name" pattern
413 to provide more specific titles in search results, bookmarks, and browser
415 * The OpenSearch title now specifies the library name instead of the generic
416 "Evergreen OpenSearch" at every scope.
417 * Subject headings are now exposed as http://schema.org/about[schema:about]
418 properties instead of http://schema.org/keyword[schema:keyword].
419 * Electronic resources are now assigned a http://schema.org/url[schema:url]
420 property, and any notes or link text are assigned a
421 http://schema.org/description[schema:description] property.
422 * Given a Library of Congress relator code for 1xx and 7xx fields, we now
423 surface the URL for that relator code along with
424 the http://schema.org/contributor[schema:contributor] property to give
425 machines a better chance of understanding how the person or organization
426 actually contributed to this work.
427 * Linking out to related records:
428 ** Given an LCCN (010 field), we link to the corresponding Library of Congress
429 record using http://schema.org/sameAs[schema:sameAs].
430 ** Given an OCLC number (035 field, subfield `a` beginning with `(OCoLC)`), we
431 link to the corresponding WorldCat record using
432 http://schema.org/sameAs[schema:sameAs].
433 ** Given a URI (024 field, subfield 2 = `'uri'`), we link to the
434 corresponding OCLC Work Entity record using
435 http://schema.org/exampleOfWork[schema:exampleOfWork].
436 * The sitemap generator script now includes located URIs as well as copies
437 listed in the `asset.opac_visible_copies` materialized view, and checks
438 the children or ancestors of the requested libraries for holdings as well.
439 * Links that robots should not crawl, such as search result links, are now
440 marked with the https://support.google.com/webmasters/answer/96569?hl=en[@rel="nofollow"]
442 * Catalog pages for record details and for library descriptions now express
443 a https://support.google.com/webmasters/answer/139066?hl=en[@rel="canonical"]
444 link to simplify the number of variations of page URLs that could otherwise
445 have been derived from different search parameters.
446 * Catalog pages that do not exist now return a proper 404 "HTTP_NOT_FOUND"
447 HTTP status code, and record detail pages for records that have been deleted
448 now return a proper 410 "HTTP_GONE" HTTP status code, instead of returning a
449 misleading 200 "OK" HTTP status code.
450 * Record detail and library pages now include http://ogp.me/[Open Graph Protocol]
456 Add new link to My Lists in My Account
457 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
458 There is now a direct link to "My Lists" from the "My Account" area in the
459 top upper-right part of the screen. This gives users the ability to quickly
460 access their lists while logged into the catalog.
465 The record summary page will now offer a link to a shorter permalink that
466 can be used for sharing the record with others. All URL parameters are stripped
467 from the link with the exception of the locg and copy_depth parameters. Those
468 parameters are maintained so that people can share a link that displays just
469 the holdings from one library/system or displays holdings from all libraries
470 with a specific library's holdings floating to the top.
474 Removal of Bib Call Number Search
475 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
476 The Bib Call Number Search has been removed as a default numeric search in
477 the catalog. Evergreen sites that wish to restore this search to the catalog
478 can add the following to the numeric_qtype menu in the numeric.tt2 file.
481 <option value="identifier|bibcn">[% l('Bib Call Number') %]</option>
487 Improved styling on Text call number screen
488 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
489 New styling on the _Text call number_ screen has added highlighting to the
490 displayed message, makes the font consistent with other text on the screen, and
491 displays better on mobile devices.
499 IMPORTANT SECURITY INFORMATION
500 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
501 A serious security flaw that allows unauthorized remote access to
502 organizational unit settings is fixed in the following releases of
503 Evergreen: 2.5.9, 2.6.7, and 2.7.4. All prior releases of Evergreen
504 are vulnerable to exploitation of this flaw to reveal sensitive system
505 information. If you are running a vulnerable release of Evergreen you
506 are *strongly* encouraged to upgrade to a non-vulnerable release as
512 The Evergreen project would like to acknowledge the following
513 organizations who commissioned developments in this release of
516 * Central/Western Massachusetts Automated Resource Sharing
517 * Georgia Public Library Service
518 * Massachusetts Library Network Cooperative
521 We would also like to thank the following individuals who contributed
522 code and documentations patches to this release of Evergreen:
548 We also thank the following organizations whose employees contributed
551 * Berklee College of Music
553 * British Columbia Libraries Cooperative
555 * Emerald Data Networks, Inc.
556 * Equinox Software, Inc.
557 * Georgia Public Library Service
558 * Indiana State Library
559 * King County Library System
560 * Laurentian University
561 * Lake Agassiz Regional Library
562 * Massachusetts Library Network Cooperative
563 * Merrimack Valley Library Consortium
564 * North of Boston Library Exchange
565 * Pohjois-Karjalan Tietotekniikkakeskus Oy
567 * University of Windsor
569 We regret any omissions. If a contributor has been inadvertantly
570 missed, please open a bug at http://bugs.launchpad.net/evergreen/