1 Evergreen 2.9 Release Notes
2 ===========================
8 This release contains several bugfixes improving on Evergreen 2.9.5
10 * Fixes a bug where Action Triggers could select an inactive event definition
12 * Fixes an issue where previously-checked-out items did not display in
13 metarecord searches when the Tag Circulated Items Library Setting is enabled.
14 * Fixes an error that occurred when the system attempted to display a translated
15 string for the "Has Local Copy" hold placement error message.
16 * Fixes an issue where the Show More/Show Fewer Details button didn't work in
17 catalogs that default to showing more details.
18 * Removes Social Security Number as a stock patron identification type for
19 new installations. This fix does not change patron identification types for
20 existing Evergreen systems.
21 * Adds two missing link fields (patron profile and patron home library) to
22 the fm_idl.xml for the Combined Active and Aged Circulations (combcirc)
24 * Adds a performance improvement for the "Clear Holds Shelf" checkin modifier.
28 We would like to thank the following individuals who contributed
29 code, testing and documentation patches to the 2.9.6 point release of Evergreen:
42 This release contains several bugixes improving on Evergreen 2.9.4
44 * Emails sent using the Action Trigger SendEmail reactor now always MIME-encode
45 the From, To, Subject, Bcc, Cc, Reply-To, and Sender headers. As a consequence,
46 non-ASCII character in those fields are more likely to be displayed correctly
48 * Fixes the responsive view of the My Account Items Out screen so that _Title_
49 and _Author_ are now in separate columns.
50 * Fixes an incorrect link for the MVF field definition and adds a new link to
55 We would like to thank the following individuals who contributed
56 code and documentation patches to the 2.9.5 point release of Evergreen:
63 We also thank the following organizations whose employees contributed
67 * Laurentian University
69 * Pohjois-Karjalan Tietotekniikkakeskus Oy
73 This release contains several bugfixes improving on Evergreen 2.9.3
75 * Fixes a bug where phrase searching in the catalog failed when the phrase
76 started or ended with punctuation.
77 * Fixes a bug where changing the sort order in the public catalog to
78 "relevance" could fail.
79 * Fixes a bug that prevented users from recreating a monograph part that
80 had previously been deleted.
81 * Silences unnecessary warnings emitted for libraries using extending grace
83 * Removes support for Debian Squeeze now that its long-term support period
88 We would like to thank the following individuals who contributed
89 code and documentation patches to the 2.9.4 point release of Evergreen:
97 We also thank the following organizations whose employees contributed
100 * Berklee College of Music
101 * Equinox Software, Inc.
107 This release contains several bugfixes improving on Evergreen 2.9.2.
111 * Adds EDI Cancel Code 85 to the acquisitions cancel reason table.
112 * Fixes an issue where the "Expand All" button in selection lists was not
114 * Fixes an issue where deletable reasons from the acquisitions Cancel Reasons
115 table could not be deleted.
119 * Improves sorting in holdings maintenance so that copies sort first by parts
124 * Fixes an issue where the wrong last billing type and last billing note were
125 displaying for some transactions.
126 * Now calculates credit payments as integers to avoid rounding errors with
127 large sets of small billings.
128 * Fixes an issue in the patron record where staff was unable to retrieve the
129 Message Center interface after visiting the Triggered Events page and vice
131 * Now displays the short version of a title on the Place Holds screen when
132 placing metabib holds to reduce instances where the wrong title/format
137 * Fixes an issue where detailed search results showed parts for items that
139 * Changes the e-mail address check on password reset requests so that it is no
140 longer case sensitive.
141 * Fixes a problem where users were unable to navigate through multiple pages of
143 * Removes undefined values from ISBN and ISSN arrays to prevent empty requests
144 from being sent to added content providers.
145 * Fixes an issue where the kids catalog was not displaying title information
146 after hold placement or after adding a title to a list.
147 * Corrects the kids catalog holds notification default preferences to allow for
148 SMS text messaging options.
153 * Modifies the way SIP2 clients parse dates so that a patron's date of birth is
155 * Fixes an issue where the Selfcheck fines receipt templated printed all open
156 billable transactions, regardless of whether it had bills associated with it.
157 * Fixes an issue that prevented Selfcheck's "Print List" for holds view from
162 We would like to thank the following individuals who contributed
163 code and documentation patches to the 2.9.3 point release of Evergreen:
179 We also thank the following organizations whose employees contributed
183 * Equinox Software, Inc.
185 * Georgia Public Library Service
186 * King County Library System
187 * Lake Agassiz Regional Library
188 * Merrimack Valley Library Consortium
190 * Northwest Regional Library System
194 This release contains several bugfixes improving on Evergreen 2.9.1.
196 Acquisitions / Cataloging
197 ~~~~~~~~~~~~~~~~~~~~~~~~~
198 * Allows the Z39.50 itnerface and the acquisitions MARC Federated Search
199 interface to search the UPC index of the local catalog if Z39.50 is configured
200 to search that field.
201 * Fixes an issue where spaces in a PO name cause the system to improperly
202 process EDI response messages.
206 * Fixes a problem where the balance owed was miscalculated when a row
207 was deleted from money.billing.
208 * Fixes an issue where credit card payments made via PayflowPro failed because
209 Evergreen does not install the PayflowPro module by default.
210 * Changes credit card payment behavior so that the patron's billing address will
211 be read when the patron has no mailing address. If all address fields are
212 properly set by the API caller except the country and the
213 patron has no addresses, the system will attempt to determine the country from
214 library settings. If insufficient address data is provided, the system will
215 return an invalid params Event.
216 * Modifies the reasons for various void/adjust events to more accurately reflect
217 the reason why a fine/fee was removed from a patron's record.
221 * Fixes an issue where the reset password link was displaying even on systems
222 that had disabled the ability to reset passwords.
223 * Fixes an issue where the journal type search did not work when entering it as
224 the second or third input on the advanced search screen.
225 * Fixes an issue where catalog translations were broken by creating separate
226 directories for the catalog and web staff client translations.
230 * Changes marc_export to only print "waiting for input" when running
235 We would like to thank the following individuals who contributed
236 code and documentation patches to the 2.9.2 point release of Evergreen:
246 We also thank the following organizations whose employees contributed
250 * Equinox Software, Inc.
251 * King County Library System
252 * Merrimack Valley Library Consortium
257 This release contains several bugfixes improving on Evergreen 2.9.0.
261 * Protects the stock acquisitions cancel reasons from deletion since they
262 are required to properly handle EDI order responses.
263 * Changes the copy location dropdown so that users can view and select copy
264 locations owned outside the workstation branch if they have permission to do so.
265 This fix also adds the copy location's owning org unit to the display.
269 * Allows use of more special characters, including - and +, when
270 entering a library's main email address in the Organizational Units
272 * Fixes an issue where marc_export attempts to call a non-existent field
273 on MARC::Record if an error occurs while exporting authority records.
277 * Fixes the mapping between copies and the target part when using "Merge
278 Selected" in the Monographic Parts interface.
279 * Fixes an issue with the horizontal scrollbar bar in the MARC import
280 queue inspector so the focus no longer jumps to the top of the screen
281 when attempting to use the scrollbar.
282 * Hides the staff-client saved searches header from screen readers when
283 using the public catalog in non-staff mode.
287 * When placing a hold via the staff client and clicking Advanced Hold
288 Options, fixes an issue where the barcode field populated with the
289 staff member's barcode.
290 * Fixes an issue where some holds with a higher proximity were
291 preferred over holds with a lower proximity because the list of
292 proximities of elgible copies was sorting ASCIIbetically instead of
294 * Adds a delete flag for monographic parts, fixes staff client errors that
295 were previously caused by deleted parts, and cancels any holds attached to
297 * Fixes an internal error that appeared when trying to renew an item on the
298 booking resource list through the public catalog. Users will now get a message
299 saying they do not have permission to renew the item.
304 * Fixes an issue where unclosed phrase searches returned zero results and
305 tied up the open-ils.storage process.
306 * Fixes an issue where phrase searches were ignoring modifiers used in relevance
307 ranking, leading to poorly-ranked results.
308 * Fixes an issue where parameters weren't properly maintained when
309 searching by copy location group.
313 * Adds support for UTF-8 in the Reports interface.
317 We would like to thank the following individuals who contributed
318 code and documentation patches to the 2.9.1 point release of Evergreen:
337 We also thank the following organizations whose employees contributed
340 * Berklee College of Music
342 * British Columbia Libraries Cooperative
344 * Emerald Data Networks, Inc.
345 * Equinox Software, Inc.
346 * Georgia Public Library Service
347 * Lake Agassiz Regional Library
348 * Laurentian University
349 * Massachusetts Library Network Cooperative
350 * Merrimack Valley Library Consortium
352 * Northwest Regional Library System
353 * Pohjois-Karjalan Tietotekniikkakeskus Oy
354 * Rodgers Memorial Library
356 We regret any omissions. If a contributor has been inadvertantly
357 missed, please open a bug at http://bugs.launchpad.net/evergreen/
363 Remove Script-Based Circulation Configuration
364 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
366 Evergreen no longer supports script-based circulation policies. All
367 policies must now be managed within the Local Administration ->
368 Circulation Policies, Hold Policies, and related interfaces.
371 Remove open-ils.penalty service
372 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
374 Evergreen no longer uses the 'open-ils.penalty' service. It is safe
375 (though not required) to remove the following XML chunks from
376 /openils/conf/opensrf.xml after stopping services.
379 ----------------------------------------------------------------------------
381 <!-- first element -->
384 <keepalive>3</keepalive>
385 <stateless>1</stateless>
386 <language>perl</language>
387 <implementation>OpenILS::Application::Penalty</implementation>
388 <max_requests>99</max_requests>
390 <max_requests>1000</max_requests>
391 <unix_log>open-ils.penalty_unix.log</unix_log>
392 <unix_sock>open-ils.penalty_unix.sock</unix_sock>
393 <unix_pid>open-ils.penalty_unix.pid</unix_pid>
394 <min_children>1</min_children>
395 <max_children>15</max_children>
396 <min_spare_children>1</min_spare_children>
397 <max_spare_children>5</max_spare_children>
400 <patron_penalty>penalty/patron_penalty.js</patron_penalty>
401 <script_path>LIBDIR/javascript</script_path>
402 <script_path>LOCALSTATEDIR</script_path>
403 <script_path>LOCALSTATEDIR/catalog</script_path>
407 <!-- second element -->
409 <appname>open-ils.penalty</appname>
410 ----------------------------------------------------------------------------
413 Removal of deprecated "JSPAC" interface
414 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
416 The deprecated Javascript OPAC interface known as "JSPAC" is no
417 longer included in Evergreen as of this release.
419 With the understanding that local sites may have made use of
420 existing parts of the old JSPAC interface -- especially images and
421 CSS -- no attempt is made at upgrade time to automatically remove
422 the existing files from disk.
424 When upgrading, you may wish to remove "index.xml" from your Apache
425 DirectoryIndex directives.
427 The following directories, xml, js, and css files were formerly part
428 of JSPAC, and you may be able to safely remove them from your system
429 after verifying that they and their contents are no longer required:
431 - web/opac/common/css/
432 - web/opac/common/js/dtree.js
433 - web/opac/common/xml/
434 - web/opac/extras/bbags.js
435 - web/opac/extras/bbags.xml
436 - web/opac/skin/default/js/
437 - web/opac/skin/default/xml/
440 The list of images removed in this change is lengthy, and not
444 Removal of legacy selfcheck interface
445 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
447 The legacy selfcheck interface is no longer included in Evergreen as
450 This interface was formerly located at a URL ending in
451 extras/selfcheck/selfcheck.xml
453 No attempt is made at upgrade time to automatically remove this
456 It is recommended that you remove this interface and its associated
457 configuration after performing an upgrade:
459 (paths relative to Evergreen web root)
461 - opac/extras/selfcheck/selfcheck.css
462 - opac/extras/selfcheck/selfcheck.js
463 - opac/extras/selfcheck/selfcheck.xml
464 - opac/extras/selfcheck/selfcheck_print.css
466 You can also remove the related Apache configuration block starting
470 <LocationMatch .*/selfcheck.xml>
482 Improved reporting of progress during purchase order activation
483 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
484 The progress dialog that is displayed when activating a purchase
485 order now displays more information, particularly during the asset
486 creation phase. It is now also updated in a more linear fashion;
487 making it less likely for it to appear that the activation has
493 ==== "Blanket" Orders
495 "Blanket" orders allow staff to invoice an encumbered amount multiple times,
496 paying off the charge over a period of time. The work flow supported by this
497 development assumes staff does not need to track the individual contents of
498 the order, only the amounts encumbered and invoiced in bulk.
502 . Staff creates PO with a Direct Charge of "Popular Fiction 2015" and
503 a charge type of "Blanket Order".
504 . The amount entered for the charge equals the total amount expected
505 to be charged over the duration of the order.
506 . When a shipment of "Popular Fiction" items arrive, staff creates an
507 invoice from the "Popular Fiction 2015" PO page and enters the amount
508 billed/paid for the received shipment under the "Popular Fiction 2015"
509 charge in the invoice.
510 . When the final shipment arrives, staff select the 'Final invoice
511 for Blanket Order' option on the invoice screen to mark the PO as
512 'received' and drop any remaining encumbrances to $0.
513 .. Alternatively, if the PO needs to be finalized without creating
514 a final invoice, staff can use the new 'Finalize Blanket Order'
515 option on the PO page.
517 ===== New Components/Terminology/Concepts
519 * Invoice Item Types have a new flag called 'blanket', available under
520 Admin -> Server Administration -> Acq -> Invoice Item Types in the
522 * Any direct charge using a 'blanket' item type will create a long-lived
523 charge that can be invoiced multiple times.
524 * Such a charge is considered open until its purchase order is "finalized"
526 * "Finalizing" a PO changes the PO's state to 'received' (assuming there are
527 no pending lineitems on the PO) and fully dis-encumbers all blanket charges
528 on the PO by setting the fund_debit amount to $0 on the original fund_debit
530 * Invoicing a 'blanket' charge does the following under the covers:
531 .. Create an invoice_item to track the payment
532 .. Create a new fund_debit to implement the payment whose amount matches the
534 .. Subtract the invoiced amount from the fund_debit linked to the original
535 'blanket' po_item, thus reducing the amount encumbered on the charge as
536 a whole by the invoiced amount.
537 * A PO can have multiple blanket charges. E.g. you could have a blanket
538 order for "Popular Fiction 2015" and a second charge for "Pop Fiction
539 2015 Taxes" to track / pay taxes over time on a blanket charge.
540 * A PO can have a mix of lineitems, non-blanket charges, and blanket charges.
541 * A 'blanket' Invoice Item Type cannot also be a 'prorate' type, since it's
542 nonsensical. Blanket items are encumbered, whereas prorated items are
543 only paid at invoice time and never encumbered.
555 Examples in Apache configuration for "No Image"
556 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
557 There are now commented out examples for custom images to be used when
558 "no image" is present in the catalog for cover art. The included examples
559 are for small/medium/large jacket image art in the event they are not
560 found by the configured Added Content module.
565 Pre-Expiration A/T Event Definition
566 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
567 A new Action Trigger event definition ("30 Day Account Expiration Courtesy
568 Notice") for sending alerts to users before their accounts are expired has
569 been added. This is intended to give users time to renew their account before
570 they lose access to library services.
575 Improved caching of web server templates
576 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
577 Template Toolkit processors used by Apache are now cached for
578 better performance (by virtue of thereby being able to take advantage
579 of Template Toolkit's internal caching mechanism). In addition, the
580 *compiled* versions of the templates themselves can be cached to
581 provide an additional performance boost.
583 Two Apache virtualhost configuration variables are added to
584 control caching of compiled templates:
586 * `OILSWebCompiledTemplateCache` - specifies location on the
587 web server filesystem to store compiled templates.
588 * `OILSWebTemplateStatTTL` - specifies number of seconds before
589 checking to see if a newer version of a cached template is
592 As a result of the caching changes, it is now necessary for
593 Evergreen administrators to reload Apache to ensure that a change
594 to (say) TPAC templates becomes visible.
604 Display Authority Subject Heading Thesaurus Value
605 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
607 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.
609 *A Library of Congress list of thesaurus values:*
612 * '' = Alternate no attempt to code
613 * a = Library of Congress Subject Headings
614 * b = LC subject headings for children's literature
615 * c = Medical Subject Headings
616 * d = National Agricultural Library subject authority file
617 * k = Canadian Subject Headings
619 * r = Art and Architecture Thesaurus
620 * s = Sears List of Subject Headings
621 * v = Repertoire de vedettes-matiere
623 * | = No attempt to code
628 Importing Statistical Categories
629 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
630 You can now retrieve statistical categories (stat cats) from the MARC
631 record and apply them to the items in Evergreen. When importing or
632 overlaying items through the Vandelay MARC batch import process, edit
633 your Holdings Import Profile to tell Evergreen which subfield contains
634 your stat cat data. That subfield in your MARC records should be
635 formatted like the following:
638 CATEGORY 1|VALUE 1||CATEGORY 2|VALUE 2
641 Notice that the pipe character '|' is used to separate each category
642 from its value, and two pipes separate each pair of category values.
644 If you are overlaying existing copies which already have stat cats
645 attached to them, the overlay process will keep those values unless the
646 incoming copies contain updated values for matching categories.
651 Remove the ‡biblios.net Z39.50 target from seed data
652 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
653 The Z39.50 target at z3950.biblios.net/bibliographic has not worked
654 for years, so its service definition is no longer provided in the
655 seed data for new installations of Evergreen.
657 Users of existing Evergreen systems should consider removing
658 the Z39.50 definition for ‡biblios.net. This can be done from
659 Admin | Server Administration | Z39.50 Servers in the staff
665 SKOS for coded values
666 ^^^^^^^^^^^^^^^^^^^^^
667 Some vocabularies used (or which could be used) for stock
668 record attributes and coded value maps in Evergreen are
669 published on the web using SKOS. The record attributes system
670 can now associate Linked Data URIs with specific attribute
671 values. In particular, seed data supplying URIs for the
672 RDA Content Type, Media Type, and Carrier Type in this release.
674 This is an experimental, "under-the-hood" feature that will be built
675 upon in subsuquent releases.
680 MARC Tag-table Service
681 ^^^^^^^^^^^^^^^^^^^^^^
682 The tag tables for the web staff client MARC editor are
683 now stored in the database rather than a separate XML
684 tooltips file as used by the XUL MARC editor. The tag-table
685 service, which is part of the web staff client sprint 2
686 preview in this release, has the following features:
688 - specifies whether (sub)fields are optional or mandatory
689 - specifies whether (sub)fields are repeatable or not
690 - a coded value map can be associated with a subfield to
691 establish a controlled vocabulary for that subfield
692 - MARC field and subfield definitions can be overridden
693 by institutions further down in the organizational unit
694 hierarchy. This allows, for example, a library to specify
695 definitions for local MARC tags.
696 - values supplied by the tag-table service are used to
697 populate values in context menus in the web staff client
700 The initial seed data for the in-database tag table is
701 derived from the current tooltips XML file.
706 Web staff client cataloging preview
707 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
708 The web staff client now includes additional functionality
709 to support cataloging and item maintenance, including:
712 - the service backing the authority headings chooser now
713 has the ability to filter the browse by subject thesaurus
714 - Z39.50 search and record import
715 - improvements to copy and record bucket functionality
716 - embedding the link checker interface
717 - embedding the MARC batch import/export interface
718 - the web staff volume/copy editor
720 Nearly all of the cataloging functionality available in the XUL
721 staff client is now present in the web staff client with the
722 exception of printing spine labels. Nonetheless, the web staff
723 client remains a preview and is not recommended for production use.
733 Conditional Negative Balances
734 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
735 Evergreen sites will now have more control over whether a negative balance can
736 be applied to a user's billing record and when that negative balance can be
737 applied. Through a series of Library Settings, a site can prohibit negative
738 balances on bills or can allow those negative balances to be applied for a
739 specific period of time after a lost or overdue bill is charged to the user.
740 Sites can set a default for all types of bills or can apply distinct settings
741 for lost bills and for overdue fines. The more specific settings will override
744 Sites that opt to allow negative balances for a specific period of time must
745 1) enable the relevant "prohibit negative balances" setting(s) and 2) specify
746 the time period in the relevant Negative Balance Interval setting(s).
748 In addition to the new library settings, the system now has a new account
749 adjustment payment type. This payment type will be utilized for libraries
750 prohibiting negative balances to replace the previous voiding behavior that
751 caused the negative balances to occur. The account adjustment payment type will
752 also be used for all libraries, regardless of the state of negative balance
753 settings, in cases where overdue fines are adjusted when an overdue item is
756 An _Adjust to Zero_ option has been added to the bills interface of the patron
757 record. This option will always adjust the selected bill to a zero balance.
758 It can also be used to easily clear a negative balance from the patron's
759 record. A user must have the new ADJUST_BILLS permission to see and use this
762 This new feature also changes the behavior for the client option to void a bill
763 from the patron record. If a user does not have the VOID_BILLING permission, the
764 option to void bills will be hidden in the bills interface and in the Full
765 Details view of a specific bill.
767 To truly remove the ability to produce negative balances on a transaction,
768 administrators need to 1) enable the relevant setting in the Library Settings
769 Editor and 2) remove the VOID_BILLING permission from staff accounts since
770 manual voiding will continue to produce negative balances.
774 * Negative Balance Interval (Default) (bill.negative_balance_interval_default)
775 * Negative Balance Interval for Lost (bill.negative_balance_interval_on_lost) -
776 * Negative Balance Interval for Overdues (bill.negative_balance_interval_on_overdues
777 * Prohibit negative balance on bills (Default) (bill.prohibit_negative_balance_default)
778 * Prohibit negative balance on bills for lost materials (bill.prohibit_negative_balance_on_lost)
779 * Prohibit negative balance on bills for overdue materials (bill.prohibit_negative_balance_on_overdues)
788 Selfcheck Inactivity Warning
789 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
791 The Selfcheck interface now warns patrons when they are about to be
792 logged out due to inactivity 20 seconds prior to logging them out.
794 The inactivity timeout is also reset with each checkout to avoid timeouts
795 while checking out lots of items.
800 User Registration Includes Inactive Accounts in Dupe Search
801 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
802 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.
812 Link in catalog to clear Added Content cache
813 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
814 On the catalog's record summary page, there is now a link for staff that
815 allow them to forcibly clear the cache for the Added Content for that
816 record. This is helpful if the Added Content retrieved the wrong
817 cover jacket art, summary, etc. and caches the wrong result.
822 Disable Google Analytics in Staff Client
823 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
824 In the staff client interface, Google Analytics for the web catalog is
825 now disabled by default. This was a preventive measure to reduce the
826 potential risks for leaking patron information.
831 Move Acquisitions Admin Menu
832 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
833 In the staff client interface, the Acquisitions Administration menu is
834 now directly accessible from the main "Admin" menu instead of
835 living under "Server Administration". It has also been renamed as "Acquisitions
846 Account Expiration Date in My Account
847 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
848 The Account Expiration Date has been added to the catalog's My Account display
849 on the main Account Summary page and the Account Preferences page. This should
850 help patrons with figuring out when their accounts are due to expire before
851 they actually expire.
855 Change to Available Copies Display
856 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
857 The _Show_ link in the available copies area of the record summary will now
858 display for any org unit that owns a copy of a particular title, even if all
859 those copies are unavailable. The _Show_ link will not display if a) the copy
860 display is already scoped to that org unit or b) the org unit does not own
863 The language has also been changed to read "x of y copies available at z
870 Column sorting in circulation screens
871 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
873 Sorting of selected columns is now available in the *Items Checked Out*, *Check Out History*,
876 * Clicking on the appropriate column heads now sorts the contents from
877 ``ascending'' to ``descending'' to ``no sort''. (The ``no sort'' restores the
878 original list as presented in the screen.)
880 * The sort indicator (an up or down arrow) is placed to the right
881 of the column head, as appropriate.
883 * The combined *Title/Author* column in the *Items Checked Out* screen is now separated into two
884 independently sortable columns (Title and Author).
886 * Title sorting is done with the non-filing characters (leading ``the'', ``a'',
887 ``an'', and other langugage equivalents) removed. The leading articles are rendered in
888 a smaller font, so as to keep the main entry prominent. In
889 addition to the non-filing characters removed for the sort, leading
890 non-alphanumeric characters are ignored in the sort.
895 New bib source variable for catalog customization
896 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
897 For bibliographic records, there is a "bib source" that can be
898 associated with every record. This source is now available as a
899 variable that can be used behind the scenes when customizing
900 the online catalog. The new bib source variables do not present
901 themselves in the catalog display by default.
906 New class attribute for e-resource links
907 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
908 In the catalog, links to electronic resources now have a link class
909 attribute of "uri_link" to make them easier to customize or build
910 additional services upon.
916 Removal of deprecated "JSPAC" interface
917 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
919 The deprecated Javascript OPAC interface known as "JSPAC" is no
920 longer included in Evergreen as of this release.
922 With the understanding that local sites may have made use of
923 existing parts of the old JSPAC interface -- especially images and
924 CSS -- no attempt is made at upgrade time to automatically remove
925 the existing files from disk.
927 When upgrading, you may wish to remove "index.xml" from your Apache
928 DirectoryIndex directives.
930 The following directories, xml, js, and css files were formerly part
931 of JSPAC, and you may be able to safely remove them from your system
932 after verifying that they and their contents are no longer required:
934 - web/opac/common/css/
935 - web/opac/common/js/dtree.js
936 - web/opac/common/xml/
937 - web/opac/extras/bbags.js
938 - web/opac/extras/bbags.xml
939 - web/opac/skin/default/js/
940 - web/opac/skin/default/xml/
943 The list of images removed in this change is lengthy, and not
949 Removal of legacy selfcheck interface
950 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
952 The legacy selfcheck interface is no longer included in Evergreen as
955 This interface was formerly located at a URL ending in
956 extras/selfcheck/selfcheck.xml
958 No attempt is made at upgrade time to automatically remove this
961 It is recommended that you remove this interface and its associated
962 configuration after performing an upgrade:
964 (paths relative to Evergreen web root)
966 - opac/extras/selfcheck/selfcheck.css
967 - opac/extras/selfcheck/selfcheck.js
968 - opac/extras/selfcheck/selfcheck.xml
969 - opac/extras/selfcheck/selfcheck_print.css
971 You can also remove the related Apache configuration block starting
975 <LocationMatch .*/selfcheck.xml>
982 The Evergreen project would like to acknowledge the following
983 organizations who commissioned developments in this release of
986 * Georgia Public Library Service
987 * Grand Rapids Public Library
988 * Kenton County Public Library
989 * King County Library System
990 * Massachusetts Library Network Cooperative
993 * Pennsylvania Integrated Library System
995 We would also like to thank the following individuals who contributed
996 code, documentation patches and tests to this release of Evergreen:
1028 We also thank the following organizations whose employees contributed
1031 * Anderson County Library
1032 * Berklee College of Music
1034 * British Columbia Libraries Cooperative
1036 * Catalyst Dev Works
1037 * Central/Western Massachusetts Automated Resource Sharing
1038 * Emerald Data Networks, Inc.
1039 * Equinox Software, Inc.
1040 * Georgia Public Library Service
1041 * Grand Rapids Public Library
1042 * Indiana State Library
1043 * King County Library System
1044 * Lake Agassiz Regional Library
1045 * Laurentian University
1046 * Linn-Benton Community College
1047 * Massachusetts Library Network Cooperative
1048 * Merrimack Valley Library Consortium
1050 * Northwest Regional Library System
1052 * Traverse Area District Library
1054 We regret any omissions. If a contributor has been inadvertantly
1055 missed, please open a bug at http://bugs.launchpad.net/evergreen/