1 Evergreen 2.8 Release Notes
2 =============================
5 This release contains several bugfixes improving on Evergreen 2.8.3
9 * Fixes an issue where transactions with checkin-generated fines that
10 previously had a balance of zero were prematurely closing.
11 * Fixes an issue where empty patron searches lead to heavy queries ending
12 in a client error. Empty patron searches will now exit early with no results.
13 * Provides validation on the patron self-registration form to prevent users
14 from entering the date of birth in the wrong date format.
18 * Fixes an issue where all matches were not displaying during a Vandelay
19 authority record import. The fix ensures a row is added for every authority
20 record match in the Vandelay match grid, even when multiple matches refer to
21 the same authority record.
23 Preventing improper data deletion from subfield $e
24 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
26 This release contains a fix for LP bug 1484281, "authority data may be
27 deleted during propagation with current values of
28 authority.control_set_authority_field."
30 For more details see: https://bugs.launchpad.net/evergreen/+bug/1484281
32 The related upgrade script from this release removes subfield $e
33 in authority tags 100 and 110, but only from the Evergreen default
34 "LoC" authority control set configuration. If your Evergreen system is
35 set up with additional authority control sets besides the default
36 "LoC" one, you will need to run the following pieces of SQL code.
38 First verify that you have an additional control set besides the
39 default of "LoC". Run the following SQL code and write down the ID
40 number for your additional control set. The number will be an integer
44 --------------------------------------------------------------------
46 from authority.control_set
49 --------------------------------------------------------------------
51 In the following code you will need to change the two sections of
52 "control_set = XYZ". Change the part labeled with the text "XYZ", with
53 the ID number from the above query.
55 If the above query displayed more than one additional authority
56 control set, then you will need to run the code below once for each
57 additional control set ID number.
60 --------------------------------------------------------------------
61 UPDATE authority.control_set_authority_field
62 SET sf_list = REGEXP_REPLACE( sf_list, 'e', '', 'i')
63 WHERE tag = '100' AND control_set = XYZ AND sf_list ILIKE '%e%';
65 UPDATE authority.control_set_authority_field
66 SET sf_list = REGEXP_REPLACE( sf_list, 'e', '', 'i')
67 WHERE tag = '110' AND control_set = XYZ AND sf_list ILIKE '%e%';
68 --------------------------------------------------------------------
72 This release contains several bugfixes improving on Evergreen 2.8.2
76 * Restores sort order in the patron's Items Out display so that overdue items
78 * Changes the behavior of the checkin API so that future backdates are
80 * Fixes a problem where amnesty mode was ignored when backdating checkins.
81 * Allows SIP to honor floating copy checkin locations.
86 * Changes the behavior of the authority linker to now ignore $e and $4 in bib
92 * Changes the behavior of the end-of-year process so that fund tags will now
93 remain on propagated funds.
94 * Allows staff with the CREAT_PURCHSE_ORDER permission to view distribution
95 formulas, making it possible to use them for PO batch update operations.
100 * Improves performance of OPAC searches using format filters.
101 * Removes opac_invisible copies from consideration when displaying copies on
102 the search results page.
103 * Fixes a UTF8 encoding issue with the SuperCat SRU service.
108 * Optimizes the extend_reporter.full_circ_count view to improve performance
109 for sites with large datasets.
115 * Fixes a JS TypeError that prevents stat cats from displaying in the stat cat
117 * Fixes a problem where where the Collections API would crash when encountering
118 users with null card values.
119 * Updates the XULRunner URL in Makefile.am, allowing makefile to continue
120 building the staff client.
121 * Fixes a problem where the added content handler was not properly closing
123 * Fixes a problem where the Library Settings History was not properly
124 keeping the latest five settings per org unit.
125 * Expands safe token generation to include user ID in the cached data, which
126 can be retrieved later for activity logging.
127 * Makes xpath-based record attribute definitions work.
132 This release contains several bugfixes improving on Evergreen 2.8.1
137 * Fixes an issue where a double-scan at checkin causes two holds to capture for
139 * In patron registration, fixes a broken link in the alert informing staff that
140 a patron with the same name already exists.
141 * Fixes an issue where fully-paid long overdue items still appeared in the
142 Other/Special Circulations window.
143 * Fixes an error that appeared when staff tried to renew lost, claims returned
144 or long overdue item.
145 * Fixes a "Return to Record" link on the call number texting confirmation
146 screen. The link previously broke in cases when the user was prompted to
147 authenticate before texting.
148 * Removes long overdue circs from the total items out count in My Account.
153 * Changes the behavior of the "Add Rows" link on the advanced search screen
154 so that it no longer opens duplicate rows.
155 * Removes the Bib Call Number from the query type selector.
156 * Removes publication-specific information from a metarecord search results
158 * Prevents the "you have permission to override some of the failed holds"
159 message from appearing when the user does not have permission to override holds.
160 * Removes a stray semicolon that was appearing in browse search entries.
165 * Prevents security warnings in the staff client when Google Analytics is
166 enabled in the catalog.
167 * Adds scrollbars when necessary to the item status alternate view tab.
172 * Fixes an issue where strings with apostrophes could no longer be used to
178 * Creates a script allowing EDI Ruby dependency installation on Ubuntu 14.04.
179 * Fixes compatibility issues with Debian Jessie.
180 * Removes "Safe" CPAN dependency from Debian/Ubuntu Makefile.install files.
181 * Removes the ability for staff to edit their own user accounts.
182 * Adds an index on authority.simple_heading.record so that full table scans
183 aren't needed during authority record reingest.
187 This release contains several bugfixes improving on Evergreen 2.8.0.
192 * Fixes an issue where direct charges were not disencumbered when the charge
193 was removed from the PO or the PO was canceled.
194 * Fixes an issue where direct charges were not calculated in the PO estimated price.
195 * Refreshes the PO summary ammounts (spent, encumbered, estimated) each time
196 an amount-changing event occurs.
198 Patron message center fixes and improvements
199 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
201 * Fixes an issue where the user didn't receive an ackowledgement after
203 * Displays the unread message count in the page title for increased visibility.
204 * Repositions the patron messages link to the dashboard button bar.
205 * For messages that originate from public notes, adjusts the sending library to be the workstation library, not the home library of the note creator.
206 * Improves styling for messages by using pre-wrap, which allows longer messages
208 * 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.
211 ~~~~~~~~~~~~~~~~~~~~~
213 * Fixes an issue where payment for a lost-then-returned item was not applied to overdues.
214 * Fixes an issue where overdue fines could be doubled if both
215 restore-overdue-on-lost-return and generate-new-overdues-on-lost-return
218 Clear hold shelf checkin modifier fix
219 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
220 Fixes a network error that occurred when using the Clear Hold Shelf checkin modifier.
222 Fix Crash in Collections User Balance Summary
223 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
224 Previously a patron in collections that paid off all transactions would cause a
225 crash and stop processing any balance summary file that they are supposed to
226 appear in. Now user balance summaries can be created in full even if some users
229 Remove the ‡biblios.net Z39.50 target from seed data
230 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
231 The Z39.50 target at z3950.biblios.net/bibliographic has not worked
232 for years, so its service definition is no longer provided in the
233 seed data for new installations of Evergreen.
235 Users of existing Evergreen systems should consider removing
236 the Z39.50 definition for ‡biblios.net. This can be done from
237 Admin | Server Administration | Z39.50 Servers in the staff
240 Set resource limits for Clark Kent
241 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
242 Several parameters are now available for the reporter daemon process
243 (`clark-kent.pl`) to control resource usage. These can be used to
244 reduce the chances that a malformed report can cause indigestion
245 on a database or reports server. The new parameters, which can be
246 set in `opensrf.xml` or as command-line switches for `clark-kent.pl` are
248 * `//reporter/setup/statement_timeout` / `--statement-timeout`
250 Number of minutes to allow a report's underlying SQL query
251 to run before it gets cancelled. Default value is
252 60 minutes. If a report's query gets cancelled, the
253 error_text value will be set to a valid that indicates that
254 the allowed time was exceeded.
256 * `//reporter/setup/max_rows_for_charts` / `--max-rows-for-charts`
258 Number of rows permitted in the query's output before
259 Clark Kent refuses to attempt to draw a graph. Default
262 * `//reporter/setup/resultset_limit` / `--resultset-limit`
264 If set, truncates the report's output to the specified
265 number of hits. Note that it will not be apparent
266 to a staff user if the report's output has been
267 truncated. Default value is unlimited.
269 The report concurrency (i.e., the number of reports that Clark
270 Kent will run in parallel) can now also be controlled via
271 the `opensrf.xml` setting `//reporter/setup/parallel`.
273 Install purge_pending_users.srfsh to /openils/bin by default
274 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
276 Since purge_pending_users.srfsh is in the example crontab, it should
277 be installed to the Evergreen binaries directory (typically /openils/bin)
281 Evergreen 2.8.0 Release Notes
282 =============================
296 ==== Duplicate Order Detection Improvements ====
298 Provides tools to make it more clear to staff when a purchase order or
299 items on an order have been ordered before.
301 ===== Prevent Duplicate PO Names =====
303 Staff now have the option to specify a PO name during PO creation.
304 If the selected name is already in use by another PO at or below
305 the ordering agency for the PO, the user is warned, the save/submit
306 operations are disabled, and a link to the existing PO is display. The
307 link opens the related PO in a new tab when clicked.
309 Selecting a name which is not yet used or clearing the name field
310 (which defaults upon creation to the PO ID) will clear the warning and
311 re-enable the submit/save operation.
313 Similarly, when editing a PO, if the user attempts to use a name already
314 used, the user will be warned and a link to the offending PO will be
317 ===== Show Existing Copies =====
319 In the select list and PO view interfaces, beside the lineitem ID #, we
320 now also display the number of catalog copies already owned at or below
321 the ordering agency for the bib record in question.
323 The count does not include copies linked to the lineitem in question
324 nor does it include copies that are in some form of lost, missing, or
327 ==== Sticky Org Unit Selector ====
329 The Context Org Unit Selector on the Funds screen will now remember and default
330 to the most-recently selected org unit. On first use, the selector will
331 continue to default to the workstation org unit.
337 Apache Access Handler: OpenILS::WWW::AccessHandler
338 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
339 This Perl module is intended for limiting patron access to configured locations
340 in Apache. These locations could be folder trees, static files, non-Evergreen
341 dynamic content, or other Apache features/modules. It is intended as a more
342 patron-oriented and transparent version of the OpenILS::WWW::Proxy and
343 OpenILS::WWW:Proxy::Authen modules.
345 Instead of using Basic Authentication the AccessHandler module instead redirects
346 to the OPAC for login. Once logged in additional checks can be performed, based
347 on configured variables:
349 * Permission Checks (at Home OU or specified location)
350 * Home OU Checks (Org Unit or Descendant)
351 * "Good standing" Checks (Not Inactive or Barred)
353 As the AccessHandler module does not actually serve the content it is
354 protecting, but instead merely hands control back to Apache when it is done
355 authenticating, you can protect almost anything you can serve with Apache.
359 The general use of this module is to protect access to something else.
360 Here are some examples of what you can protect:
363 ** Automatic Directory Indexes
365 *** Electronic Databases
366 *** Software on other servers/ports
367 * Non-Evergreen software
368 ** Timekeeping software for staff
369 ** Specialized patron request packages
370 * Static files and folders
371 ** Semi-public Patron resources
372 ** Staff-only downloads
375 Deleted flag for copy locations
376 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
377 A deleted flag is now available for copy locations, allowing them to be
378 "deleted" without losing statistical information for circulations in a given
379 copy location. It also allows copy locations that are only used by deleted
382 When a copy location is deleted, it will remain in the database, but will be
383 removed from display in the staff client and the catalog.
389 New TPAC config option: Show more details
390 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
391 There is a new option for TPAC to show more details by default.
393 The option to show full details as a default may be especially
394 important for e-content. Valid values are 'true', 'false' and 'hide'.
396 Setting this to 'true' shows full details by default but allows the link
397 to appear for 'Show Fewer Details'. The 'hide' option shows full details
398 and also suppresses the link from displaying at all.
400 Look for "show_more_details.default" in config.tt2.
410 ==== Vandelay Authority Record Match Sets ====
412 Vandelay MARC Batch Import/Export now supports match sets for authority
413 record import matching. Matches can be made against MARC tag/subfield
414 entries and against a record's normalized heading + thesaurus. Internal
415 identifier (901c) matches are also supported.
417 ===== UI Modifications =====
419 * Authority matches display the normalized heading/thesuarus for each
421 * Item import summary is not displayed for authority queues, since
422 items cannot be imported with authority records.
433 Active date display in OPAC
434 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
435 If a library uses the copy's active date to calculate holds age protection,
436 the active date will display with the copy details instead of the create date
437 in the staff client view of the catalog. Libraries that do not enable the
438 _Use Active Date for Age Protection_ library setting will continue to display
444 Option to stop billing activity on zero-balance billed transactions
445 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
446 A new setting is available via the Library Settings Editor to stop any billing
447 activity on fully-paid lost or longoverdue transactions. When the _Do not
448 change fines/fees on zero-balance LOST transaction_ setting is enabled, once a
449 lost of long overdue transaction
450 has been fully paid, no more lost fees will be voided or overdue fines restored
451 or generated if the item is returned. The setting will reduce, though not
452 eliminate, negative balances in the system.
456 * 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
457 fines/fees have been completely paid on the transaction, do not void or
458 reinstate any fines/fees EVEN IF circ.void_lost_on_checkin and/or
459 circ.void_lost_proc_fee_on_checkin are enabled.
464 Patron Message Center
465 ^^^^^^^^^^^^^^^^^^^^^
466 There is now a new mechanism via which messages can be sent to
467 patrons for them to read while logged into the public catalog.
469 Patron messages can be generated in two ways: when a new public
470 note is added to the patron's record, and when an A/T event
471 that is configured to generate messages is processed. Three
472 new default A/T event definitions are added to generate
473 patron messages when a hold is canceled due to lack of a target,
474 staff action, or the item expiring on the shelf.
476 In the public catalog, patrons can read their messages, mark
477 one or more messages as read or unread, or delete messages that
478 they do not want to see again. The XUL staff client has a new
479 menu option on the patron display, "Message Center", that allows
480 staff to view messages. Messages are intentionally not meant
481 to be editable by patrons or library staff.
483 During upgrade, existing public patron notes that are marked
484 public are copied over as new patron messages that are marked
487 There are four new fields available in the A/T event definition:
491 * Message Library Path
494 If these four fields are set, when the A/T event is processed,
495 a message is generated in addition to whatever reactor is
496 specified by the event definition. This means that, for example,
497 an email overdue notice can also generate a message that the
498 patron can view in the public catalog.
503 Void Lost and Long Overdue Bills on Claims Returned
504 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
505 Four new settings have been added to allow sites to void lost item and long
506 overdue billings and processing fees when an item is marked as Claims Returned.
510 * Void lost item billing when claims returned (circ.void_lost_on_claimsreturned)
511 * Void lost item processing fee when claims returned (circ.void_lost_proc_fee_on_claimsreturned)
512 * Void long overdue item billing when claims returned (circ.void_longoverdue_on_claimsreturned)
513 * Void long overdue item processing fee when claims returned (circ.void_longoverdue_proc_fee_on_claimsreturned)
517 Staff option to place another hold on same title
518 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
519 When a hold is successful in the client, staff will now see a link
520 to place another hold on the same title. This link provides some workflow
521 improvement for times when staff are placing holds for multiple patrons on a
522 newly-added title or when they are placing holds for book clubs.
531 TPAC Discoverability Enhancements
532 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
534 A number of discoverability enhancements have been made to the catalog
535 to better support search engines:
537 * Titles of catalog pages now follow a "Page title - Library name" pattern
538 to provide more specific titles in search results, bookmarks, and browser
540 * The OpenSearch title now specifies the library name instead of the generic
541 "Evergreen OpenSearch" at every scope.
542 * Subject headings are now exposed as http://schema.org/about[schema:about]
543 properties instead of http://schema.org/keyword[schema:keyword].
544 * Electronic resources are now assigned a http://schema.org/url[schema:url]
545 property, and any notes or link text are assigned a
546 http://schema.org/description[schema:description] property.
547 * Given a Library of Congress relator code for 1xx and 7xx fields, we now
548 surface the URL for that relator code along with
549 the http://schema.org/contributor[schema:contributor] property to give
550 machines a better chance of understanding how the person or organization
551 actually contributed to this work.
552 * Linking out to related records:
553 ** Given an LCCN (010 field), we link to the corresponding Library of Congress
554 record using http://schema.org/sameAs[schema:sameAs].
555 ** Given an OCLC number (035 field, subfield `a` beginning with `(OCoLC)`), we
556 link to the corresponding WorldCat record using
557 http://schema.org/sameAs[schema:sameAs].
558 ** Given a URI (024 field, subfield 2 = `'uri'`), we link to the
559 corresponding OCLC Work Entity record using
560 http://schema.org/exampleOfWork[schema:exampleOfWork].
561 * The sitemap generator script now includes located URIs as well as copies
562 listed in the `asset.opac_visible_copies` materialized view, and checks
563 the children or ancestors of the requested libraries for holdings as well.
564 * Links that robots should not crawl, such as search result links, are now
565 marked with the https://support.google.com/webmasters/answer/96569?hl=en[@rel="nofollow"]
567 * Catalog pages for record details and for library descriptions now express
568 a https://support.google.com/webmasters/answer/139066?hl=en[@rel="canonical"]
569 link to simplify the number of variations of page URLs that could otherwise
570 have been derived from different search parameters.
571 * Catalog pages that do not exist now return a proper 404 "HTTP_NOT_FOUND"
572 HTTP status code, and record detail pages for records that have been deleted
573 now return a proper 410 "HTTP_GONE" HTTP status code, instead of returning a
574 misleading 200 "OK" HTTP status code.
575 * Record detail and library pages now include http://ogp.me/[Open Graph Protocol]
581 Add new link to My Lists in My Account
582 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
583 There is now a direct link to "My Lists" from the "My Account" area in the
584 top upper-right part of the screen. This gives users the ability to quickly
585 access their lists while logged into the catalog.
590 The record summary page will now offer a link to a shorter permalink that
591 can be used for sharing the record with others. All URL parameters are stripped
592 from the link with the exception of the locg and copy_depth parameters. Those
593 parameters are maintained so that people can share a link that displays just
594 the holdings from one library/system or displays holdings from all libraries
595 with a specific library's holdings floating to the top.
599 Removal of Bib Call Number Search
600 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
601 The Bib Call Number Search has been removed as a default numeric search in
602 the catalog. Evergreen sites that wish to restore this search to the catalog
603 can add the following to the numeric_qtype menu in the numeric.tt2 file.
606 <option value="identifier|bibcn">[% l('Bib Call Number') %]</option>
612 Improved styling on Text call number screen
613 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
614 New styling on the _Text call number_ screen has added highlighting to the
615 displayed message, makes the font consistent with other text on the screen, and
616 displays better on mobile devices.
624 IMPORTANT SECURITY INFORMATION
625 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
626 A serious security flaw that allows unauthorized remote access to
627 organizational unit settings is fixed in the following releases of
628 Evergreen: 2.5.9, 2.6.7, and 2.7.4. All prior releases of Evergreen
629 are vulnerable to exploitation of this flaw to reveal sensitive system
630 information. If you are running a vulnerable release of Evergreen you
631 are *strongly* encouraged to upgrade to a non-vulnerable release as
637 The Evergreen project would like to acknowledge the following
638 organizations who commissioned developments in this release of
641 * Central/Western Massachusetts Automated Resource Sharing
642 * Georgia Public Library Service
643 * Massachusetts Library Network Cooperative
646 We would also like to thank the following individuals who contributed
647 code and documentations patches to this release of Evergreen:
673 We also thank the following organizations whose employees contributed
676 * Berklee College of Music
678 * British Columbia Libraries Cooperative
680 * Emerald Data Networks, Inc.
681 * Equinox Software, Inc.
682 * Georgia Public Library Service
683 * Indiana State Library
684 * King County Library System
685 * Laurentian University
686 * Lake Agassiz Regional Library
687 * Massachusetts Library Network Cooperative
688 * Merrimack Valley Library Consortium
689 * North of Boston Library Exchange
690 * Pohjois-Karjalan Tietotekniikkakeskus Oy
692 * University of Windsor
694 We regret any omissions. If a contributor has been inadvertantly
695 missed, please open a bug at http://bugs.launchpad.net/evergreen/