1 Evergreen 2.8.1 Release Notes
2 =============================
4 This release contains several bugfixes improving on Evergreen 2.8.0.
12 * Fixes an issue where direct charges were not disencumbered when the charge
13 was removed from the PO or the PO was canceled.
14 * Fixes an issue where direct charges were not calculated in the PO estimated price.
15 * Refreshes the PO summary ammounts (spent, encumbered, estimated) each time
16 an amount-changing event occurs.
18 Patron message center fixes and improvements
19 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
21 * Fixes an issue where the user didn't receive an ackowledgement after
23 * Displays the unread message count in the page title for increased visibility.
24 * Repositions the patron messages link to the dashboard button bar.
25 * For messages that originate from public notes, adjusts the sending library to be the workstation library, not the home library of the note creator.
26 * Improves styling for messages by using pre-wrap, which allows longer messages
28 * 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.
33 * Fixes an issue where payment for a lost-then-returned item was not applied to overdues.
34 * Fixes an issue where overdue fines could be doubled if both
35 restore-overdue-on-lost-return and generate-new-overdues-on-lost-return
38 Clear hold shelf checkin modifier fix
39 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
40 Fixes a network error that occurred when using the Clear Hold Shelf checkin modifier.
42 Fix Crash in Collections User Balance Summary
43 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
44 Previously a patron in collections that paid off all transactions would cause a
45 crash and stop processing any balance summary file that they are supposed to
46 appear in. Now user balance summaries can be created in full even if some users
49 Remove the ‡biblios.net Z39.50 target from seed data
50 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
51 The Z39.50 target at z3950.biblios.net/bibliographic has not worked
52 for years, so its service definition is no longer provided in the
53 seed data for new installations of Evergreen.
55 Users of existing Evergreen systems should consider removing
56 the Z39.50 definition for ‡biblios.net. This can be done from
57 Admin | Server Administration | Z39.50 Servers in the staff
60 Set resource limits for Clark Kent
61 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
62 Several parameters are now available for the reporter daemon process
63 (`clark-kent.pl`) to control resource usage. These can be used to
64 reduce the chances that a malformed report can cause indigestion
65 on a database or reports server. The new parameters, which can be
66 set in `opensrf.xml` or as command-line switches for `clark-kent.pl` are
68 * `//reporter/setup/statement_timeout` / `--statement-timeout`
70 Number of minutes to allow a report's underlying SQL query
71 to run before it gets cancelled. Default value is
72 60 minutes. If a report's query gets cancelled, the
73 error_text value will be set to a valid that indicates that
74 the allowed time was exceeded.
76 * `//reporter/setup/max_rows_for_charts` / `--max-rows-for-charts`
78 Number of rows permitted in the query's output before
79 Clark Kent refuses to attempt to draw a graph. Default
82 * `//reporter/setup/resultset_limit` / `--resultset-limit`
84 If set, truncates the report's output to the specified
85 number of hits. Note that it will not be apparent
86 to a staff user if the report's output has been
87 truncated. Default value is unlimited.
89 The report concurrency (i.e., the number of reports that Clark
90 Kent will run in parallel) can now also be controlled via
91 the `opensrf.xml` setting `//reporter/setup/parallel`.
93 Install purge_pending_users.srfsh to /openils/bin by default
94 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
96 Since purge_pending_users.srfsh is in the example crontab, it should
97 be installed to the Evergreen binaries directory (typically /openils/bin)
101 Evergreen 2.8 Release Notes
102 ===========================
116 ==== Duplicate Order Detection Improvements ====
118 Provides tools to make it more clear to staff when a purchase order or
119 items on an order have been ordered before.
121 ===== Prevent Duplicate PO Names =====
123 Staff now have the option to specify a PO name during PO creation.
124 If the selected name is already in use by another PO at or below
125 the ordering agency for the PO, the user is warned, the save/submit
126 operations are disabled, and a link to the existing PO is display. The
127 link opens the related PO in a new tab when clicked.
129 Selecting a name which is not yet used or clearing the name field
130 (which defaults upon creation to the PO ID) will clear the warning and
131 re-enable the submit/save operation.
133 Similarly, when editing a PO, if the user attempts to use a name already
134 used, the user will be warned and a link to the offending PO will be
137 ===== Show Existing Copies =====
139 In the select list and PO view interfaces, beside the lineitem ID #, we
140 now also display the number of catalog copies already owned at or below
141 the ordering agency for the bib record in question.
143 The count does not include copies linked to the lineitem in question
144 nor does it include copies that are in some form of lost, missing, or
147 ==== Sticky Org Unit Selector ====
149 The Context Org Unit Selector on the Funds screen will now remember and default
150 to the most-recently selected org unit. On first use, the selector will
151 continue to default to the workstation org unit.
157 Apache Access Handler: OpenILS::WWW::AccessHandler
158 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
159 This Perl module is intended for limiting patron access to configured locations
160 in Apache. These locations could be folder trees, static files, non-Evergreen
161 dynamic content, or other Apache features/modules. It is intended as a more
162 patron-oriented and transparent version of the OpenILS::WWW::Proxy and
163 OpenILS::WWW:Proxy::Authen modules.
165 Instead of using Basic Authentication the AccessHandler module instead redirects
166 to the OPAC for login. Once logged in additional checks can be performed, based
167 on configured variables:
169 * Permission Checks (at Home OU or specified location)
170 * Home OU Checks (Org Unit or Descendant)
171 * "Good standing" Checks (Not Inactive or Barred)
173 As the AccessHandler module does not actually serve the content it is
174 protecting, but instead merely hands control back to Apache when it is done
175 authenticating, you can protect almost anything you can serve with Apache.
179 The general use of this module is to protect access to something else.
180 Here are some examples of what you can protect:
183 ** Automatic Directory Indexes
185 *** Electronic Databases
186 *** Software on other servers/ports
187 * Non-Evergreen software
188 ** Timekeeping software for staff
189 ** Specialized patron request packages
190 * Static files and folders
191 ** Semi-public Patron resources
192 ** Staff-only downloads
195 Deleted flag for copy locations
196 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
197 A deleted flag is now available for copy locations, allowing them to be
198 "deleted" without losing statistical information for circulations in a given
199 copy location. It also allows copy locations that are only used by deleted
202 When a copy location is deleted, it will remain in the database, but will be
203 removed from display in the staff client and the catalog.
209 New TPAC config option: Show more details
210 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
211 There is a new option for TPAC to show more details by default.
213 The option to show full details as a default may be especially
214 important for e-content. Valid values are 'true', 'false' and 'hide'.
216 Setting this to 'true' shows full details by default but allows the link
217 to appear for 'Show Fewer Details'. The 'hide' option shows full details
218 and also suppresses the link from displaying at all.
220 Look for "show_more_details.default" in config.tt2.
230 ==== Vandelay Authority Record Match Sets ====
232 Vandelay MARC Batch Import/Export now supports match sets for authority
233 record import matching. Matches can be made against MARC tag/subfield
234 entries and against a record's normalized heading + thesaurus. Internal
235 identifier (901c) matches are also supported.
237 ===== UI Modifications =====
239 * Authority matches display the normalized heading/thesuarus for each
241 * Item import summary is not displayed for authority queues, since
242 items cannot be imported with authority records.
253 Active date display in OPAC
254 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
255 If a library uses the copy's active date to calculate holds age protection,
256 the active date will display with the copy details instead of the create date
257 in the staff client view of the catalog. Libraries that do not enable the
258 _Use Active Date for Age Protection_ library setting will continue to display
264 Option to stop billing activity on zero-balance billed transactions
265 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
266 A new setting is available via the Library Settings Editor to stop any billing
267 activity on fully-paid lost or longoverdue transactions. When the _Do not
268 change fines/fees on zero-balance LOST transaction_ setting is enabled, once a
269 lost of long overdue transaction
270 has been fully paid, no more lost fees will be voided or overdue fines restored
271 or generated if the item is returned. The setting will reduce, though not
272 eliminate, negative balances in the system.
276 * 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
277 fines/fees have been completely paid on the transaction, do not void or
278 reinstate any fines/fees EVEN IF circ.void_lost_on_checkin and/or
279 circ.void_lost_proc_fee_on_checkin are enabled.
284 Patron Message Center
285 ^^^^^^^^^^^^^^^^^^^^^
286 There is now a new mechanism via which messages can be sent to
287 patrons for them to read while logged into the public catalog.
289 Patron messages can be generated in two ways: when a new public
290 note is added to the patron's record, and when an A/T event
291 that is configured to generate messages is processed. Three
292 new default A/T event definitions are added to generate
293 patron messages when a hold is canceled due to lack of a target,
294 staff action, or the item expiring on the shelf.
296 In the public catalog, patrons can read their messages, mark
297 one or more messages as read or unread, or delete messages that
298 they do not want to see again. The XUL staff client has a new
299 menu option on the patron display, "Message Center", that allows
300 staff to view messages. Messages are intentionally not meant
301 to be editable by patrons or library staff.
303 During upgrade, existing public patron notes that are marked
304 public are copied over as new patron messages that are marked
307 There are four new fields available in the A/T event definition:
311 * Message Library Path
314 If these four fields are set, when the A/T event is processed,
315 a message is generated in addition to whatever reactor is
316 specified by the event definition. This means that, for example,
317 an email overdue notice can also generate a message that the
318 patron can view in the public catalog.
323 Void Lost and Long Overdue Bills on Claims Returned
324 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
325 Four new settings have been added to allow sites to void lost item and long
326 overdue billings and processing fees when an item is marked as Claims Returned.
330 * Void lost item billing when claims returned (circ.void_lost_on_claimsreturned)
331 * Void lost item processing fee when claims returned (circ.void_lost_proc_fee_on_claimsreturned)
332 * Void long overdue item billing when claims returned (circ.void_longoverdue_on_claimsreturned)
333 * Void long overdue item processing fee when claims returned (circ.void_longoverdue_proc_fee_on_claimsreturned)
337 Staff option to place another hold on same title
338 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
339 When a hold is successful in the client, staff will now see a link
340 to place another hold on the same title. This link provides some workflow
341 improvement for times when staff are placing holds for multiple patrons on a
342 newly-added title or when they are placing holds for book clubs.
351 TPAC Discoverability Enhancements
352 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
354 A number of discoverability enhancements have been made to the catalog
355 to better support search engines:
357 * Titles of catalog pages now follow a "Page title - Library name" pattern
358 to provide more specific titles in search results, bookmarks, and browser
360 * The OpenSearch title now specifies the library name instead of the generic
361 "Evergreen OpenSearch" at every scope.
362 * Subject headings are now exposed as http://schema.org/about[schema:about]
363 properties instead of http://schema.org/keyword[schema:keyword].
364 * Electronic resources are now assigned a http://schema.org/url[schema:url]
365 property, and any notes or link text are assigned a
366 http://schema.org/description[schema:description] property.
367 * Given a Library of Congress relator code for 1xx and 7xx fields, we now
368 surface the URL for that relator code along with
369 the http://schema.org/contributor[schema:contributor] property to give
370 machines a better chance of understanding how the person or organization
371 actually contributed to this work.
372 * Linking out to related records:
373 ** Given an LCCN (010 field), we link to the corresponding Library of Congress
374 record using http://schema.org/sameAs[schema:sameAs].
375 ** Given an OCLC number (035 field, subfield `a` beginning with `(OCoLC)`), we
376 link to the corresponding WorldCat record using
377 http://schema.org/sameAs[schema:sameAs].
378 ** Given a URI (024 field, subfield 2 = `'uri'`), we link to the
379 corresponding OCLC Work Entity record using
380 http://schema.org/exampleOfWork[schema:exampleOfWork].
381 * The sitemap generator script now includes located URIs as well as copies
382 listed in the `asset.opac_visible_copies` materialized view, and checks
383 the children or ancestors of the requested libraries for holdings as well.
384 * Links that robots should not crawl, such as search result links, are now
385 marked with the https://support.google.com/webmasters/answer/96569?hl=en[@rel="nofollow"]
387 * Catalog pages for record details and for library descriptions now express
388 a https://support.google.com/webmasters/answer/139066?hl=en[@rel="canonical"]
389 link to simplify the number of variations of page URLs that could otherwise
390 have been derived from different search parameters.
391 * Catalog pages that do not exist now return a proper 404 "HTTP_NOT_FOUND"
392 HTTP status code, and record detail pages for records that have been deleted
393 now return a proper 410 "HTTP_GONE" HTTP status code, instead of returning a
394 misleading 200 "OK" HTTP status code.
395 * Record detail and library pages now include http://ogp.me/[Open Graph Protocol]
401 Add new link to My Lists in My Account
402 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
403 There is now a direct link to "My Lists" from the "My Account" area in the
404 top upper-right part of the screen. This gives users the ability to quickly
405 access their lists while logged into the catalog.
410 The record summary page will now offer a link to a shorter permalink that
411 can be used for sharing the record with others. All URL parameters are stripped
412 from the link with the exception of the locg and copy_depth parameters. Those
413 parameters are maintained so that people can share a link that displays just
414 the holdings from one library/system or displays holdings from all libraries
415 with a specific library's holdings floating to the top.
419 Removal of Bib Call Number Search
420 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
421 The Bib Call Number Search has been removed as a default numeric search in
422 the catalog. Evergreen sites that wish to restore this search to the catalog
423 can add the following to the numeric_qtype menu in the numeric.tt2 file.
426 <option value="identifier|bibcn">[% l('Bib Call Number') %]</option>
432 Improved styling on Text call number screen
433 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
434 New styling on the _Text call number_ screen has added highlighting to the
435 displayed message, makes the font consistent with other text on the screen, and
436 displays better on mobile devices.
444 IMPORTANT SECURITY INFORMATION
445 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
446 A serious security flaw that allows unauthorized remote access to
447 organizational unit settings is fixed in the following releases of
448 Evergreen: 2.5.9, 2.6.7, and 2.7.4. All prior releases of Evergreen
449 are vulnerable to exploitation of this flaw to reveal sensitive system
450 information. If you are running a vulnerable release of Evergreen you
451 are *strongly* encouraged to upgrade to a non-vulnerable release as
457 The Evergreen project would like to acknowledge the following
458 organizations who commissioned developments in this release of
461 * Central/Western Massachusetts Automated Resource Sharing
462 * Georgia Public Library Service
463 * Massachusetts Library Network Cooperative
466 We would also like to thank the following individuals who contributed
467 code and documentations patches to this release of Evergreen:
490 We also thank the following organizations whose employees contributed
493 * Berklee College of Music
495 * British Columbia Libraries Cooperative
497 * Emerald Data Networks, Inc.
498 * Equinox Software, Inc.
499 * Indiana State Library
500 * King County Library System
501 * Laurentian University
502 * Lake Agassiz Regional Library
503 * Massachusetts Library Network Cooperative
504 * Merrimack Valley Library Consortium
505 * North of Boston Library Exchange
506 * Pohjois-Karjalan Tietotekniikkakeskus Oy
508 * University of Windsor
510 We regret any omissions. If a contributor has been inadvertantly
511 missed, please open a bug at http://bugs.launchpad.net/evergreen/