1 Evergreen 2.9 Release Notes
2 ===========================
8 This release contains several bugfixes improving on Evergreen 2.9.6
10 * The claims never checked out counter on the patron record is now
11 incremented correctly when marking a lost loan as
12 claims-never-checked-out.
13 * When a transit is canceled, the copy's status is changed only
14 if its status was previously "In Transit".
15 * Retrieving records with embedded holdings via SRU and Z39.50 is now
17 * The hold status message in the public catalog now uses
19 * The error message displayed when a patron attempts to place
20 a hold but is prevented from doing so due to policy reasons
21 is now more likely to be useful
22 * The public catalog now draws the edition statement only
23 from the 250 field; it no longer tries to check the 534
25 * Embedded schema.org microdata now uses "offeredBy" rather
27 * The ContentCafe added content plugin now handles the "fake"
28 ISBNs that Baker and Taylor assigns to media items.
29 * Attempting to renew a rental or deposit item in the public
30 catalog no longer causes an internal server errorr.
31 * Various format icons now have transparent backgrounds (as opposed
33 * The staff client will no longer wait indefinitely for Novelist
34 to supply added content, improving its responsiveness.
35 * A few additional strings are now marked as translatable.
39 We would like to thank the following individuals who contributed code,
40 testing and documentation patches to the 2.9.6 point release of
47 * Blake Graham-Henderson
60 This release contains several bugfixes improving on Evergreen 2.9.5
62 * Fixes a bug where Action Triggers could select an inactive event definition
64 * Fixes an issue where previously-checked-out items did not display in
65 metarecord searches when the Tag Circulated Items Library Setting is enabled.
66 * Fixes an error that occurred when the system attempted to display a translated
67 string for the "Has Local Copy" hold placement error message.
68 * Fixes an issue where the Show More/Show Fewer Details button didn't work in
69 catalogs that default to showing more details.
70 * Removes Social Security Number as a stock patron identification type for
71 new installations. This fix does not change patron identification types for
72 existing Evergreen systems.
73 * Adds two missing link fields (patron profile and patron home library) to
74 the fm_idl.xml for the Combined Active and Aged Circulations (combcirc)
76 * Adds a performance improvement for the "Clear Holds Shelf" checkin modifier.
80 We would like to thank the following individuals who contributed
81 code, testing and documentation patches to the 2.9.6 point release of Evergreen:
94 This release contains several bugixes improving on Evergreen 2.9.4
96 * Emails sent using the Action Trigger SendEmail reactor now always MIME-encode
97 the From, To, Subject, Bcc, Cc, Reply-To, and Sender headers. As a consequence,
98 non-ASCII character in those fields are more likely to be displayed correctly
100 * Fixes the responsive view of the My Account Items Out screen so that _Title_
101 and _Author_ are now in separate columns.
102 * Fixes an incorrect link for the MVF field definition and adds a new link to
107 We would like to thank the following individuals who contributed
108 code and documentation patches to the 2.9.5 point release of Evergreen:
115 We also thank the following organizations whose employees contributed
119 * Laurentian University
121 * Pohjois-Karjalan Tietotekniikkakeskus Oy
125 This release contains several bugfixes improving on Evergreen 2.9.3
127 * Fixes a bug where phrase searching in the catalog failed when the phrase
128 started or ended with punctuation.
129 * Fixes a bug where changing the sort order in the public catalog to
130 "relevance" could fail.
131 * Fixes a bug that prevented users from recreating a monograph part that
132 had previously been deleted.
133 * Silences unnecessary warnings emitted for libraries using extending grace
135 * Removes support for Debian Squeeze now that its long-term support period
140 We would like to thank the following individuals who contributed
141 code and documentation patches to the 2.9.4 point release of Evergreen:
149 We also thank the following organizations whose employees contributed
152 * Berklee College of Music
153 * Equinox Software, Inc.
159 This release contains several bugfixes improving on Evergreen 2.9.2.
163 * Adds EDI Cancel Code 85 to the acquisitions cancel reason table.
164 * Fixes an issue where the "Expand All" button in selection lists was not
166 * Fixes an issue where deletable reasons from the acquisitions Cancel Reasons
167 table could not be deleted.
171 * Improves sorting in holdings maintenance so that copies sort first by parts
176 * Fixes an issue where the wrong last billing type and last billing note were
177 displaying for some transactions.
178 * Now calculates credit payments as integers to avoid rounding errors with
179 large sets of small billings.
180 * Fixes an issue in the patron record where staff was unable to retrieve the
181 Message Center interface after visiting the Triggered Events page and vice
183 * Now displays the short version of a title on the Place Holds screen when
184 placing metabib holds to reduce instances where the wrong title/format
189 * Fixes an issue where detailed search results showed parts for items that
191 * Changes the e-mail address check on password reset requests so that it is no
192 longer case sensitive.
193 * Fixes a problem where users were unable to navigate through multiple pages of
195 * Removes undefined values from ISBN and ISSN arrays to prevent empty requests
196 from being sent to added content providers.
197 * Fixes an issue where the kids catalog was not displaying title information
198 after hold placement or after adding a title to a list.
199 * Corrects the kids catalog holds notification default preferences to allow for
200 SMS text messaging options.
205 * Modifies the way SIP2 clients parse dates so that a patron's date of birth is
207 * Fixes an issue where the Selfcheck fines receipt templated printed all open
208 billable transactions, regardless of whether it had bills associated with it.
209 * Fixes an issue that prevented Selfcheck's "Print List" for holds view from
214 We would like to thank the following individuals who contributed
215 code and documentation patches to the 2.9.3 point release of Evergreen:
231 We also thank the following organizations whose employees contributed
235 * Equinox Software, Inc.
237 * Georgia Public Library Service
238 * King County Library System
239 * Lake Agassiz Regional Library
240 * Merrimack Valley Library Consortium
242 * Northwest Regional Library System
246 This release contains several bugfixes improving on Evergreen 2.9.1.
248 Acquisitions / Cataloging
249 ~~~~~~~~~~~~~~~~~~~~~~~~~
250 * Allows the Z39.50 itnerface and the acquisitions MARC Federated Search
251 interface to search the UPC index of the local catalog if Z39.50 is configured
252 to search that field.
253 * Fixes an issue where spaces in a PO name cause the system to improperly
254 process EDI response messages.
258 * Fixes a problem where the balance owed was miscalculated when a row
259 was deleted from money.billing.
260 * Fixes an issue where credit card payments made via PayflowPro failed because
261 Evergreen does not install the PayflowPro module by default.
262 * Changes credit card payment behavior so that the patron's billing address will
263 be read when the patron has no mailing address. If all address fields are
264 properly set by the API caller except the country and the
265 patron has no addresses, the system will attempt to determine the country from
266 library settings. If insufficient address data is provided, the system will
267 return an invalid params Event.
268 * Modifies the reasons for various void/adjust events to more accurately reflect
269 the reason why a fine/fee was removed from a patron's record.
273 * Fixes an issue where the reset password link was displaying even on systems
274 that had disabled the ability to reset passwords.
275 * Fixes an issue where the journal type search did not work when entering it as
276 the second or third input on the advanced search screen.
277 * Fixes an issue where catalog translations were broken by creating separate
278 directories for the catalog and web staff client translations.
282 * Changes marc_export to only print "waiting for input" when running
287 We would like to thank the following individuals who contributed
288 code and documentation patches to the 2.9.2 point release of Evergreen:
298 We also thank the following organizations whose employees contributed
302 * Equinox Software, Inc.
303 * King County Library System
304 * Merrimack Valley Library Consortium
309 This release contains several bugfixes improving on Evergreen 2.9.0.
313 * Protects the stock acquisitions cancel reasons from deletion since they
314 are required to properly handle EDI order responses.
315 * Changes the copy location dropdown so that users can view and select copy
316 locations owned outside the workstation branch if they have permission to do so.
317 This fix also adds the copy location's owning org unit to the display.
321 * Allows use of more special characters, including - and +, when
322 entering a library's main email address in the Organizational Units
324 * Fixes an issue where marc_export attempts to call a non-existent field
325 on MARC::Record if an error occurs while exporting authority records.
329 * Fixes the mapping between copies and the target part when using "Merge
330 Selected" in the Monographic Parts interface.
331 * Fixes an issue with the horizontal scrollbar bar in the MARC import
332 queue inspector so the focus no longer jumps to the top of the screen
333 when attempting to use the scrollbar.
334 * Hides the staff-client saved searches header from screen readers when
335 using the public catalog in non-staff mode.
339 * When placing a hold via the staff client and clicking Advanced Hold
340 Options, fixes an issue where the barcode field populated with the
341 staff member's barcode.
342 * Fixes an issue where some holds with a higher proximity were
343 preferred over holds with a lower proximity because the list of
344 proximities of elgible copies was sorting ASCIIbetically instead of
346 * Adds a delete flag for monographic parts, fixes staff client errors that
347 were previously caused by deleted parts, and cancels any holds attached to
349 * Fixes an internal error that appeared when trying to renew an item on the
350 booking resource list through the public catalog. Users will now get a message
351 saying they do not have permission to renew the item.
356 * Fixes an issue where unclosed phrase searches returned zero results and
357 tied up the open-ils.storage process.
358 * Fixes an issue where phrase searches were ignoring modifiers used in relevance
359 ranking, leading to poorly-ranked results.
360 * Fixes an issue where parameters weren't properly maintained when
361 searching by copy location group.
365 * Adds support for UTF-8 in the Reports interface.
369 We would like to thank the following individuals who contributed
370 code and documentation patches to the 2.9.1 point release of Evergreen:
389 We also thank the following organizations whose employees contributed
392 * Berklee College of Music
394 * British Columbia Libraries Cooperative
396 * Emerald Data Networks, Inc.
397 * Equinox Software, Inc.
398 * Georgia Public Library Service
399 * Lake Agassiz Regional Library
400 * Laurentian University
401 * Massachusetts Library Network Cooperative
402 * Merrimack Valley Library Consortium
404 * Northwest Regional Library System
405 * Pohjois-Karjalan Tietotekniikkakeskus Oy
406 * Rodgers Memorial Library
408 We regret any omissions. If a contributor has been inadvertantly
409 missed, please open a bug at http://bugs.launchpad.net/evergreen/
415 Remove Script-Based Circulation Configuration
416 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
418 Evergreen no longer supports script-based circulation policies. All
419 policies must now be managed within the Local Administration ->
420 Circulation Policies, Hold Policies, and related interfaces.
423 Remove open-ils.penalty service
424 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
426 Evergreen no longer uses the 'open-ils.penalty' service. It is safe
427 (though not required) to remove the following XML chunks from
428 /openils/conf/opensrf.xml after stopping services.
431 ----------------------------------------------------------------------------
433 <!-- first element -->
436 <keepalive>3</keepalive>
437 <stateless>1</stateless>
438 <language>perl</language>
439 <implementation>OpenILS::Application::Penalty</implementation>
440 <max_requests>99</max_requests>
442 <max_requests>1000</max_requests>
443 <unix_log>open-ils.penalty_unix.log</unix_log>
444 <unix_sock>open-ils.penalty_unix.sock</unix_sock>
445 <unix_pid>open-ils.penalty_unix.pid</unix_pid>
446 <min_children>1</min_children>
447 <max_children>15</max_children>
448 <min_spare_children>1</min_spare_children>
449 <max_spare_children>5</max_spare_children>
452 <patron_penalty>penalty/patron_penalty.js</patron_penalty>
453 <script_path>LIBDIR/javascript</script_path>
454 <script_path>LOCALSTATEDIR</script_path>
455 <script_path>LOCALSTATEDIR/catalog</script_path>
459 <!-- second element -->
461 <appname>open-ils.penalty</appname>
462 ----------------------------------------------------------------------------
465 Removal of deprecated "JSPAC" interface
466 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
468 The deprecated Javascript OPAC interface known as "JSPAC" is no
469 longer included in Evergreen as of this release.
471 With the understanding that local sites may have made use of
472 existing parts of the old JSPAC interface -- especially images and
473 CSS -- no attempt is made at upgrade time to automatically remove
474 the existing files from disk.
476 When upgrading, you may wish to remove "index.xml" from your Apache
477 DirectoryIndex directives.
479 The following directories, xml, js, and css files were formerly part
480 of JSPAC, and you may be able to safely remove them from your system
481 after verifying that they and their contents are no longer required:
483 - web/opac/common/css/
484 - web/opac/common/js/dtree.js
485 - web/opac/common/xml/
486 - web/opac/extras/bbags.js
487 - web/opac/extras/bbags.xml
488 - web/opac/skin/default/js/
489 - web/opac/skin/default/xml/
492 The list of images removed in this change is lengthy, and not
496 Removal of legacy selfcheck interface
497 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
499 The legacy selfcheck interface is no longer included in Evergreen as
502 This interface was formerly located at a URL ending in
503 extras/selfcheck/selfcheck.xml
505 No attempt is made at upgrade time to automatically remove this
508 It is recommended that you remove this interface and its associated
509 configuration after performing an upgrade:
511 (paths relative to Evergreen web root)
513 - opac/extras/selfcheck/selfcheck.css
514 - opac/extras/selfcheck/selfcheck.js
515 - opac/extras/selfcheck/selfcheck.xml
516 - opac/extras/selfcheck/selfcheck_print.css
518 You can also remove the related Apache configuration block starting
522 <LocationMatch .*/selfcheck.xml>
534 Improved reporting of progress during purchase order activation
535 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
536 The progress dialog that is displayed when activating a purchase
537 order now displays more information, particularly during the asset
538 creation phase. It is now also updated in a more linear fashion;
539 making it less likely for it to appear that the activation has
545 ==== "Blanket" Orders
547 "Blanket" orders allow staff to invoice an encumbered amount multiple times,
548 paying off the charge over a period of time. The work flow supported by this
549 development assumes staff does not need to track the individual contents of
550 the order, only the amounts encumbered and invoiced in bulk.
554 . Staff creates PO with a Direct Charge of "Popular Fiction 2015" and
555 a charge type of "Blanket Order".
556 . The amount entered for the charge equals the total amount expected
557 to be charged over the duration of the order.
558 . When a shipment of "Popular Fiction" items arrive, staff creates an
559 invoice from the "Popular Fiction 2015" PO page and enters the amount
560 billed/paid for the received shipment under the "Popular Fiction 2015"
561 charge in the invoice.
562 . When the final shipment arrives, staff select the 'Final invoice
563 for Blanket Order' option on the invoice screen to mark the PO as
564 'received' and drop any remaining encumbrances to $0.
565 .. Alternatively, if the PO needs to be finalized without creating
566 a final invoice, staff can use the new 'Finalize Blanket Order'
567 option on the PO page.
569 ===== New Components/Terminology/Concepts
571 * Invoice Item Types have a new flag called 'blanket', available under
572 Admin -> Server Administration -> Acq -> Invoice Item Types in the
574 * Any direct charge using a 'blanket' item type will create a long-lived
575 charge that can be invoiced multiple times.
576 * Such a charge is considered open until its purchase order is "finalized"
578 * "Finalizing" a PO changes the PO's state to 'received' (assuming there are
579 no pending lineitems on the PO) and fully dis-encumbers all blanket charges
580 on the PO by setting the fund_debit amount to $0 on the original fund_debit
582 * Invoicing a 'blanket' charge does the following under the covers:
583 .. Create an invoice_item to track the payment
584 .. Create a new fund_debit to implement the payment whose amount matches the
586 .. Subtract the invoiced amount from the fund_debit linked to the original
587 'blanket' po_item, thus reducing the amount encumbered on the charge as
588 a whole by the invoiced amount.
589 * A PO can have multiple blanket charges. E.g. you could have a blanket
590 order for "Popular Fiction 2015" and a second charge for "Pop Fiction
591 2015 Taxes" to track / pay taxes over time on a blanket charge.
592 * A PO can have a mix of lineitems, non-blanket charges, and blanket charges.
593 * A 'blanket' Invoice Item Type cannot also be a 'prorate' type, since it's
594 nonsensical. Blanket items are encumbered, whereas prorated items are
595 only paid at invoice time and never encumbered.
607 Examples in Apache configuration for "No Image"
608 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
609 There are now commented out examples for custom images to be used when
610 "no image" is present in the catalog for cover art. The included examples
611 are for small/medium/large jacket image art in the event they are not
612 found by the configured Added Content module.
617 Pre-Expiration A/T Event Definition
618 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
619 A new Action Trigger event definition ("30 Day Account Expiration Courtesy
620 Notice") for sending alerts to users before their accounts are expired has
621 been added. This is intended to give users time to renew their account before
622 they lose access to library services.
627 Improved caching of web server templates
628 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
629 Template Toolkit processors used by Apache are now cached for
630 better performance (by virtue of thereby being able to take advantage
631 of Template Toolkit's internal caching mechanism). In addition, the
632 *compiled* versions of the templates themselves can be cached to
633 provide an additional performance boost.
635 Two Apache virtualhost configuration variables are added to
636 control caching of compiled templates:
638 * `OILSWebCompiledTemplateCache` - specifies location on the
639 web server filesystem to store compiled templates.
640 * `OILSWebTemplateStatTTL` - specifies number of seconds before
641 checking to see if a newer version of a cached template is
644 As a result of the caching changes, it is now necessary for
645 Evergreen administrators to reload Apache to ensure that a change
646 to (say) TPAC templates becomes visible.
656 Display Authority Subject Heading Thesaurus Value
657 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
659 There is now a new column in the *Manage Authorities* search results. Each result row now displays each authority's thesaurus value with a "Thes: " prefix. In the authority MARC editor interface the thesaurus value corresponds to the "Subject Heading Thesaurus" fixed field (http://www.loc.gov/marc/authority/ad008.html) labeled “Subj”. For example, a value of "Thes: a" means that the authority is a Library of Congress Subject Heading, and a value of "Thes: k" means the authority is a Canadian Subject Heading.
661 *A Library of Congress list of thesaurus values:*
664 * '' = Alternate no attempt to code
665 * a = Library of Congress Subject Headings
666 * b = LC subject headings for children's literature
667 * c = Medical Subject Headings
668 * d = National Agricultural Library subject authority file
669 * k = Canadian Subject Headings
671 * r = Art and Architecture Thesaurus
672 * s = Sears List of Subject Headings
673 * v = Repertoire de vedettes-matiere
675 * | = No attempt to code
680 Importing Statistical Categories
681 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
682 You can now retrieve statistical categories (stat cats) from the MARC
683 record and apply them to the items in Evergreen. When importing or
684 overlaying items through the Vandelay MARC batch import process, edit
685 your Holdings Import Profile to tell Evergreen which subfield contains
686 your stat cat data. That subfield in your MARC records should be
687 formatted like the following:
690 CATEGORY 1|VALUE 1||CATEGORY 2|VALUE 2
693 Notice that the pipe character '|' is used to separate each category
694 from its value, and two pipes separate each pair of category values.
696 If you are overlaying existing copies which already have stat cats
697 attached to them, the overlay process will keep those values unless the
698 incoming copies contain updated values for matching categories.
703 Remove the ‡biblios.net Z39.50 target from seed data
704 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
705 The Z39.50 target at z3950.biblios.net/bibliographic has not worked
706 for years, so its service definition is no longer provided in the
707 seed data for new installations of Evergreen.
709 Users of existing Evergreen systems should consider removing
710 the Z39.50 definition for ‡biblios.net. This can be done from
711 Admin | Server Administration | Z39.50 Servers in the staff
717 SKOS for coded values
718 ^^^^^^^^^^^^^^^^^^^^^
719 Some vocabularies used (or which could be used) for stock
720 record attributes and coded value maps in Evergreen are
721 published on the web using SKOS. The record attributes system
722 can now associate Linked Data URIs with specific attribute
723 values. In particular, seed data supplying URIs for the
724 RDA Content Type, Media Type, and Carrier Type in this release.
726 This is an experimental, "under-the-hood" feature that will be built
727 upon in subsuquent releases.
732 MARC Tag-table Service
733 ^^^^^^^^^^^^^^^^^^^^^^
734 The tag tables for the web staff client MARC editor are
735 now stored in the database rather than a separate XML
736 tooltips file as used by the XUL MARC editor. The tag-table
737 service, which is part of the web staff client sprint 2
738 preview in this release, has the following features:
740 - specifies whether (sub)fields are optional or mandatory
741 - specifies whether (sub)fields are repeatable or not
742 - a coded value map can be associated with a subfield to
743 establish a controlled vocabulary for that subfield
744 - MARC field and subfield definitions can be overridden
745 by institutions further down in the organizational unit
746 hierarchy. This allows, for example, a library to specify
747 definitions for local MARC tags.
748 - values supplied by the tag-table service are used to
749 populate values in context menus in the web staff client
752 The initial seed data for the in-database tag table is
753 derived from the current tooltips XML file.
758 Web staff client cataloging preview
759 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
760 The web staff client now includes additional functionality
761 to support cataloging and item maintenance, including:
764 - the service backing the authority headings chooser now
765 has the ability to filter the browse by subject thesaurus
766 - Z39.50 search and record import
767 - improvements to copy and record bucket functionality
768 - embedding the link checker interface
769 - embedding the MARC batch import/export interface
770 - the web staff volume/copy editor
772 Nearly all of the cataloging functionality available in the XUL
773 staff client is now present in the web staff client with the
774 exception of printing spine labels. Nonetheless, the web staff
775 client remains a preview and is not recommended for production use.
785 Conditional Negative Balances
786 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
787 Evergreen sites will now have more control over whether a negative balance can
788 be applied to a user's billing record and when that negative balance can be
789 applied. Through a series of Library Settings, a site can prohibit negative
790 balances on bills or can allow those negative balances to be applied for a
791 specific period of time after a lost or overdue bill is charged to the user.
792 Sites can set a default for all types of bills or can apply distinct settings
793 for lost bills and for overdue fines. The more specific settings will override
796 Sites that opt to allow negative balances for a specific period of time must
797 1) enable the relevant "prohibit negative balances" setting(s) and 2) specify
798 the time period in the relevant Negative Balance Interval setting(s).
800 In addition to the new library settings, the system now has a new account
801 adjustment payment type. This payment type will be utilized for libraries
802 prohibiting negative balances to replace the previous voiding behavior that
803 caused the negative balances to occur. The account adjustment payment type will
804 also be used for all libraries, regardless of the state of negative balance
805 settings, in cases where overdue fines are adjusted when an overdue item is
808 An _Adjust to Zero_ option has been added to the bills interface of the patron
809 record. This option will always adjust the selected bill to a zero balance.
810 It can also be used to easily clear a negative balance from the patron's
811 record. A user must have the new ADJUST_BILLS permission to see and use this
814 This new feature also changes the behavior for the client option to void a bill
815 from the patron record. If a user does not have the VOID_BILLING permission, the
816 option to void bills will be hidden in the bills interface and in the Full
817 Details view of a specific bill.
819 To truly remove the ability to produce negative balances on a transaction,
820 administrators need to 1) enable the relevant setting in the Library Settings
821 Editor and 2) remove the VOID_BILLING permission from staff accounts since
822 manual voiding will continue to produce negative balances.
826 * Negative Balance Interval (Default) (bill.negative_balance_interval_default)
827 * Negative Balance Interval for Lost (bill.negative_balance_interval_on_lost) -
828 * Negative Balance Interval for Overdues (bill.negative_balance_interval_on_overdues
829 * Prohibit negative balance on bills (Default) (bill.prohibit_negative_balance_default)
830 * Prohibit negative balance on bills for lost materials (bill.prohibit_negative_balance_on_lost)
831 * Prohibit negative balance on bills for overdue materials (bill.prohibit_negative_balance_on_overdues)
840 Selfcheck Inactivity Warning
841 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
843 The Selfcheck interface now warns patrons when they are about to be
844 logged out due to inactivity 20 seconds prior to logging them out.
846 The inactivity timeout is also reset with each checkout to avoid timeouts
847 while checking out lots of items.
852 User Registration Includes Inactive Accounts in Dupe Search
853 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
854 When registering a user, the system checks to see if there are already exiting users with the same name, address, email, etc. Now this duplicate user search includes inactive users so that matches can be re-activated if desired, rather than creating duplicate accounts.
864 Link in catalog to clear Added Content cache
865 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
866 On the catalog's record summary page, there is now a link for staff that
867 allow them to forcibly clear the cache for the Added Content for that
868 record. This is helpful if the Added Content retrieved the wrong
869 cover jacket art, summary, etc. and caches the wrong result.
874 Disable Google Analytics in Staff Client
875 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
876 In the staff client interface, Google Analytics for the web catalog is
877 now disabled by default. This was a preventive measure to reduce the
878 potential risks for leaking patron information.
883 Move Acquisitions Admin Menu
884 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
885 In the staff client interface, the Acquisitions Administration menu is
886 now directly accessible from the main "Admin" menu instead of
887 living under "Server Administration". It has also been renamed as "Acquisitions
898 Account Expiration Date in My Account
899 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
900 The Account Expiration Date has been added to the catalog's My Account display
901 on the main Account Summary page and the Account Preferences page. This should
902 help patrons with figuring out when their accounts are due to expire before
903 they actually expire.
907 Change to Available Copies Display
908 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
909 The _Show_ link in the available copies area of the record summary will now
910 display for any org unit that owns a copy of a particular title, even if all
911 those copies are unavailable. The _Show_ link will not display if a) the copy
912 display is already scoped to that org unit or b) the org unit does not own
915 The language has also been changed to read "x of y copies available at z
922 Column sorting in circulation screens
923 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
925 Sorting of selected columns is now available in the *Items Checked Out*, *Check Out History*,
928 * Clicking on the appropriate column heads now sorts the contents from
929 ``ascending'' to ``descending'' to ``no sort''. (The ``no sort'' restores the
930 original list as presented in the screen.)
932 * The sort indicator (an up or down arrow) is placed to the right
933 of the column head, as appropriate.
935 * The combined *Title/Author* column in the *Items Checked Out* screen is now separated into two
936 independently sortable columns (Title and Author).
938 * Title sorting is done with the non-filing characters (leading ``the'', ``a'',
939 ``an'', and other langugage equivalents) removed. The leading articles are rendered in
940 a smaller font, so as to keep the main entry prominent. In
941 addition to the non-filing characters removed for the sort, leading
942 non-alphanumeric characters are ignored in the sort.
947 New bib source variable for catalog customization
948 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
949 For bibliographic records, there is a "bib source" that can be
950 associated with every record. This source is now available as a
951 variable that can be used behind the scenes when customizing
952 the online catalog. The new bib source variables do not present
953 themselves in the catalog display by default.
958 New class attribute for e-resource links
959 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
960 In the catalog, links to electronic resources now have a link class
961 attribute of "uri_link" to make them easier to customize or build
962 additional services upon.
968 Removal of deprecated "JSPAC" interface
969 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
971 The deprecated Javascript OPAC interface known as "JSPAC" is no
972 longer included in Evergreen as of this release.
974 With the understanding that local sites may have made use of
975 existing parts of the old JSPAC interface -- especially images and
976 CSS -- no attempt is made at upgrade time to automatically remove
977 the existing files from disk.
979 When upgrading, you may wish to remove "index.xml" from your Apache
980 DirectoryIndex directives.
982 The following directories, xml, js, and css files were formerly part
983 of JSPAC, and you may be able to safely remove them from your system
984 after verifying that they and their contents are no longer required:
986 - web/opac/common/css/
987 - web/opac/common/js/dtree.js
988 - web/opac/common/xml/
989 - web/opac/extras/bbags.js
990 - web/opac/extras/bbags.xml
991 - web/opac/skin/default/js/
992 - web/opac/skin/default/xml/
995 The list of images removed in this change is lengthy, and not
1001 Removal of legacy selfcheck interface
1002 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1004 The legacy selfcheck interface is no longer included in Evergreen as
1007 This interface was formerly located at a URL ending in
1008 extras/selfcheck/selfcheck.xml
1010 No attempt is made at upgrade time to automatically remove this
1013 It is recommended that you remove this interface and its associated
1014 configuration after performing an upgrade:
1016 (paths relative to Evergreen web root)
1018 - opac/extras/selfcheck/selfcheck.css
1019 - opac/extras/selfcheck/selfcheck.js
1020 - opac/extras/selfcheck/selfcheck.xml
1021 - opac/extras/selfcheck/selfcheck_print.css
1023 You can also remove the related Apache configuration block starting
1027 <LocationMatch .*/selfcheck.xml>
1034 The Evergreen project would like to acknowledge the following
1035 organizations who commissioned developments in this release of
1038 * Georgia Public Library Service
1039 * Grand Rapids Public Library
1040 * Kenton County Public Library
1041 * King County Library System
1042 * Massachusetts Library Network Cooperative
1045 * Pennsylvania Integrated Library System
1047 We would also like to thank the following individuals who contributed
1048 code, documentation patches and tests to this release of Evergreen:
1080 We also thank the following organizations whose employees contributed
1083 * Anderson County Library
1084 * Berklee College of Music
1086 * British Columbia Libraries Cooperative
1088 * Catalyst Dev Works
1089 * Central/Western Massachusetts Automated Resource Sharing
1090 * Emerald Data Networks, Inc.
1091 * Equinox Software, Inc.
1092 * Georgia Public Library Service
1093 * Grand Rapids Public Library
1094 * Indiana State Library
1095 * King County Library System
1096 * Lake Agassiz Regional Library
1097 * Laurentian University
1098 * Linn-Benton Community College
1099 * Massachusetts Library Network Cooperative
1100 * Merrimack Valley Library Consortium
1102 * Northwest Regional Library System
1104 * Traverse Area District Library
1106 We regret any omissions. If a contributor has been inadvertantly
1107 missed, please open a bug at http://bugs.launchpad.net/evergreen/
projects / Evergreen.git / blob