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
57 This release contains several bugfixes improving on Evergreen 2.9.5
59 * Fixes a bug where Action Triggers could select an inactive event definition
61 * Fixes an issue where previously-checked-out items did not display in
62 metarecord searches when the Tag Circulated Items Library Setting is enabled.
63 * Fixes an error that occurred when the system attempted to display a translated
64 string for the "Has Local Copy" hold placement error message.
65 * Fixes an issue where the Show More/Show Fewer Details button didn't work in
66 catalogs that default to showing more details.
67 * Removes Social Security Number as a stock patron identification type for
68 new installations. This fix does not change patron identification types for
69 existing Evergreen systems.
70 * Adds two missing link fields (patron profile and patron home library) to
71 the fm_idl.xml for the Combined Active and Aged Circulations (combcirc)
73 * Adds a performance improvement for the "Clear Holds Shelf" checkin modifier.
77 We would like to thank the following individuals who contributed
78 code, testing and documentation patches to the 2.9.6 point release of Evergreen:
91 This release contains several bugixes improving on Evergreen 2.9.4
93 * Emails sent using the Action Trigger SendEmail reactor now always MIME-encode
94 the From, To, Subject, Bcc, Cc, Reply-To, and Sender headers. As a consequence,
95 non-ASCII character in those fields are more likely to be displayed correctly
97 * Fixes the responsive view of the My Account Items Out screen so that _Title_
98 and _Author_ are now in separate columns.
99 * Fixes an incorrect link for the MVF field definition and adds a new link to
104 We would like to thank the following individuals who contributed
105 code and documentation patches to the 2.9.5 point release of Evergreen:
112 We also thank the following organizations whose employees contributed
116 * Laurentian University
118 * Pohjois-Karjalan Tietotekniikkakeskus Oy
122 This release contains several bugfixes improving on Evergreen 2.9.3
124 * Fixes a bug where phrase searching in the catalog failed when the phrase
125 started or ended with punctuation.
126 * Fixes a bug where changing the sort order in the public catalog to
127 "relevance" could fail.
128 * Fixes a bug that prevented users from recreating a monograph part that
129 had previously been deleted.
130 * Silences unnecessary warnings emitted for libraries using extending grace
132 * Removes support for Debian Squeeze now that its long-term support period
137 We would like to thank the following individuals who contributed
138 code and documentation patches to the 2.9.4 point release of Evergreen:
146 We also thank the following organizations whose employees contributed
149 * Berklee College of Music
150 * Equinox Software, Inc.
156 This release contains several bugfixes improving on Evergreen 2.9.2.
160 * Adds EDI Cancel Code 85 to the acquisitions cancel reason table.
161 * Fixes an issue where the "Expand All" button in selection lists was not
163 * Fixes an issue where deletable reasons from the acquisitions Cancel Reasons
164 table could not be deleted.
168 * Improves sorting in holdings maintenance so that copies sort first by parts
173 * Fixes an issue where the wrong last billing type and last billing note were
174 displaying for some transactions.
175 * Now calculates credit payments as integers to avoid rounding errors with
176 large sets of small billings.
177 * Fixes an issue in the patron record where staff was unable to retrieve the
178 Message Center interface after visiting the Triggered Events page and vice
180 * Now displays the short version of a title on the Place Holds screen when
181 placing metabib holds to reduce instances where the wrong title/format
186 * Fixes an issue where detailed search results showed parts for items that
188 * Changes the e-mail address check on password reset requests so that it is no
189 longer case sensitive.
190 * Fixes a problem where users were unable to navigate through multiple pages of
192 * Removes undefined values from ISBN and ISSN arrays to prevent empty requests
193 from being sent to added content providers.
194 * Fixes an issue where the kids catalog was not displaying title information
195 after hold placement or after adding a title to a list.
196 * Corrects the kids catalog holds notification default preferences to allow for
197 SMS text messaging options.
202 * Modifies the way SIP2 clients parse dates so that a patron's date of birth is
204 * Fixes an issue where the Selfcheck fines receipt templated printed all open
205 billable transactions, regardless of whether it had bills associated with it.
206 * Fixes an issue that prevented Selfcheck's "Print List" for holds view from
211 We would like to thank the following individuals who contributed
212 code and documentation patches to the 2.9.3 point release of Evergreen:
228 We also thank the following organizations whose employees contributed
232 * Equinox Software, Inc.
234 * Georgia Public Library Service
235 * King County Library System
236 * Lake Agassiz Regional Library
237 * Merrimack Valley Library Consortium
239 * Northwest Regional Library System
243 This release contains several bugfixes improving on Evergreen 2.9.1.
245 Acquisitions / Cataloging
246 ~~~~~~~~~~~~~~~~~~~~~~~~~
247 * Allows the Z39.50 itnerface and the acquisitions MARC Federated Search
248 interface to search the UPC index of the local catalog if Z39.50 is configured
249 to search that field.
250 * Fixes an issue where spaces in a PO name cause the system to improperly
251 process EDI response messages.
255 * Fixes a problem where the balance owed was miscalculated when a row
256 was deleted from money.billing.
257 * Fixes an issue where credit card payments made via PayflowPro failed because
258 Evergreen does not install the PayflowPro module by default.
259 * Changes credit card payment behavior so that the patron's billing address will
260 be read when the patron has no mailing address. If all address fields are
261 properly set by the API caller except the country and the
262 patron has no addresses, the system will attempt to determine the country from
263 library settings. If insufficient address data is provided, the system will
264 return an invalid params Event.
265 * Modifies the reasons for various void/adjust events to more accurately reflect
266 the reason why a fine/fee was removed from a patron's record.
270 * Fixes an issue where the reset password link was displaying even on systems
271 that had disabled the ability to reset passwords.
272 * Fixes an issue where the journal type search did not work when entering it as
273 the second or third input on the advanced search screen.
274 * Fixes an issue where catalog translations were broken by creating separate
275 directories for the catalog and web staff client translations.
279 * Changes marc_export to only print "waiting for input" when running
284 We would like to thank the following individuals who contributed
285 code and documentation patches to the 2.9.2 point release of Evergreen:
295 We also thank the following organizations whose employees contributed
299 * Equinox Software, Inc.
300 * King County Library System
301 * Merrimack Valley Library Consortium
306 This release contains several bugfixes improving on Evergreen 2.9.0.
310 * Protects the stock acquisitions cancel reasons from deletion since they
311 are required to properly handle EDI order responses.
312 * Changes the copy location dropdown so that users can view and select copy
313 locations owned outside the workstation branch if they have permission to do so.
314 This fix also adds the copy location's owning org unit to the display.
318 * Allows use of more special characters, including - and +, when
319 entering a library's main email address in the Organizational Units
321 * Fixes an issue where marc_export attempts to call a non-existent field
322 on MARC::Record if an error occurs while exporting authority records.
326 * Fixes the mapping between copies and the target part when using "Merge
327 Selected" in the Monographic Parts interface.
328 * Fixes an issue with the horizontal scrollbar bar in the MARC import
329 queue inspector so the focus no longer jumps to the top of the screen
330 when attempting to use the scrollbar.
331 * Hides the staff-client saved searches header from screen readers when
332 using the public catalog in non-staff mode.
336 * When placing a hold via the staff client and clicking Advanced Hold
337 Options, fixes an issue where the barcode field populated with the
338 staff member's barcode.
339 * Fixes an issue where some holds with a higher proximity were
340 preferred over holds with a lower proximity because the list of
341 proximities of elgible copies was sorting ASCIIbetically instead of
343 * Adds a delete flag for monographic parts, fixes staff client errors that
344 were previously caused by deleted parts, and cancels any holds attached to
346 * Fixes an internal error that appeared when trying to renew an item on the
347 booking resource list through the public catalog. Users will now get a message
348 saying they do not have permission to renew the item.
353 * Fixes an issue where unclosed phrase searches returned zero results and
354 tied up the open-ils.storage process.
355 * Fixes an issue where phrase searches were ignoring modifiers used in relevance
356 ranking, leading to poorly-ranked results.
357 * Fixes an issue where parameters weren't properly maintained when
358 searching by copy location group.
362 * Adds support for UTF-8 in the Reports interface.
366 We would like to thank the following individuals who contributed
367 code and documentation patches to the 2.9.1 point release of Evergreen:
386 We also thank the following organizations whose employees contributed
389 * Berklee College of Music
391 * British Columbia Libraries Cooperative
393 * Emerald Data Networks, Inc.
394 * Equinox Software, Inc.
395 * Georgia Public Library Service
396 * Lake Agassiz Regional Library
397 * Laurentian University
398 * Massachusetts Library Network Cooperative
399 * Merrimack Valley Library Consortium
401 * Northwest Regional Library System
402 * Pohjois-Karjalan Tietotekniikkakeskus Oy
403 * Rodgers Memorial Library
405 We regret any omissions. If a contributor has been inadvertantly
406 missed, please open a bug at http://bugs.launchpad.net/evergreen/
412 Remove Script-Based Circulation Configuration
413 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
415 Evergreen no longer supports script-based circulation policies. All
416 policies must now be managed within the Local Administration ->
417 Circulation Policies, Hold Policies, and related interfaces.
420 Remove open-ils.penalty service
421 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
423 Evergreen no longer uses the 'open-ils.penalty' service. It is safe
424 (though not required) to remove the following XML chunks from
425 /openils/conf/opensrf.xml after stopping services.
428 ----------------------------------------------------------------------------
430 <!-- first element -->
433 <keepalive>3</keepalive>
434 <stateless>1</stateless>
435 <language>perl</language>
436 <implementation>OpenILS::Application::Penalty</implementation>
437 <max_requests>99</max_requests>
439 <max_requests>1000</max_requests>
440 <unix_log>open-ils.penalty_unix.log</unix_log>
441 <unix_sock>open-ils.penalty_unix.sock</unix_sock>
442 <unix_pid>open-ils.penalty_unix.pid</unix_pid>
443 <min_children>1</min_children>
444 <max_children>15</max_children>
445 <min_spare_children>1</min_spare_children>
446 <max_spare_children>5</max_spare_children>
449 <patron_penalty>penalty/patron_penalty.js</patron_penalty>
450 <script_path>LIBDIR/javascript</script_path>
451 <script_path>LOCALSTATEDIR</script_path>
452 <script_path>LOCALSTATEDIR/catalog</script_path>
456 <!-- second element -->
458 <appname>open-ils.penalty</appname>
459 ----------------------------------------------------------------------------
462 Removal of deprecated "JSPAC" interface
463 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
465 The deprecated Javascript OPAC interface known as "JSPAC" is no
466 longer included in Evergreen as of this release.
468 With the understanding that local sites may have made use of
469 existing parts of the old JSPAC interface -- especially images and
470 CSS -- no attempt is made at upgrade time to automatically remove
471 the existing files from disk.
473 When upgrading, you may wish to remove "index.xml" from your Apache
474 DirectoryIndex directives.
476 The following directories, xml, js, and css files were formerly part
477 of JSPAC, and you may be able to safely remove them from your system
478 after verifying that they and their contents are no longer required:
480 - web/opac/common/css/
481 - web/opac/common/js/dtree.js
482 - web/opac/common/xml/
483 - web/opac/extras/bbags.js
484 - web/opac/extras/bbags.xml
485 - web/opac/skin/default/js/
486 - web/opac/skin/default/xml/
489 The list of images removed in this change is lengthy, and not
493 Removal of legacy selfcheck interface
494 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
496 The legacy selfcheck interface is no longer included in Evergreen as
499 This interface was formerly located at a URL ending in
500 extras/selfcheck/selfcheck.xml
502 No attempt is made at upgrade time to automatically remove this
505 It is recommended that you remove this interface and its associated
506 configuration after performing an upgrade:
508 (paths relative to Evergreen web root)
510 - opac/extras/selfcheck/selfcheck.css
511 - opac/extras/selfcheck/selfcheck.js
512 - opac/extras/selfcheck/selfcheck.xml
513 - opac/extras/selfcheck/selfcheck_print.css
515 You can also remove the related Apache configuration block starting
519 <LocationMatch .*/selfcheck.xml>
531 Improved reporting of progress during purchase order activation
532 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
533 The progress dialog that is displayed when activating a purchase
534 order now displays more information, particularly during the asset
535 creation phase. It is now also updated in a more linear fashion;
536 making it less likely for it to appear that the activation has
542 ==== "Blanket" Orders
544 "Blanket" orders allow staff to invoice an encumbered amount multiple times,
545 paying off the charge over a period of time. The work flow supported by this
546 development assumes staff does not need to track the individual contents of
547 the order, only the amounts encumbered and invoiced in bulk.
551 . Staff creates PO with a Direct Charge of "Popular Fiction 2015" and
552 a charge type of "Blanket Order".
553 . The amount entered for the charge equals the total amount expected
554 to be charged over the duration of the order.
555 . When a shipment of "Popular Fiction" items arrive, staff creates an
556 invoice from the "Popular Fiction 2015" PO page and enters the amount
557 billed/paid for the received shipment under the "Popular Fiction 2015"
558 charge in the invoice.
559 . When the final shipment arrives, staff select the 'Final invoice
560 for Blanket Order' option on the invoice screen to mark the PO as
561 'received' and drop any remaining encumbrances to $0.
562 .. Alternatively, if the PO needs to be finalized without creating
563 a final invoice, staff can use the new 'Finalize Blanket Order'
564 option on the PO page.
566 ===== New Components/Terminology/Concepts
568 * Invoice Item Types have a new flag called 'blanket', available under
569 Admin -> Server Administration -> Acq -> Invoice Item Types in the
571 * Any direct charge using a 'blanket' item type will create a long-lived
572 charge that can be invoiced multiple times.
573 * Such a charge is considered open until its purchase order is "finalized"
575 * "Finalizing" a PO changes the PO's state to 'received' (assuming there are
576 no pending lineitems on the PO) and fully dis-encumbers all blanket charges
577 on the PO by setting the fund_debit amount to $0 on the original fund_debit
579 * Invoicing a 'blanket' charge does the following under the covers:
580 .. Create an invoice_item to track the payment
581 .. Create a new fund_debit to implement the payment whose amount matches the
583 .. Subtract the invoiced amount from the fund_debit linked to the original
584 'blanket' po_item, thus reducing the amount encumbered on the charge as
585 a whole by the invoiced amount.
586 * A PO can have multiple blanket charges. E.g. you could have a blanket
587 order for "Popular Fiction 2015" and a second charge for "Pop Fiction
588 2015 Taxes" to track / pay taxes over time on a blanket charge.
589 * A PO can have a mix of lineitems, non-blanket charges, and blanket charges.
590 * A 'blanket' Invoice Item Type cannot also be a 'prorate' type, since it's
591 nonsensical. Blanket items are encumbered, whereas prorated items are
592 only paid at invoice time and never encumbered.
604 Examples in Apache configuration for "No Image"
605 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
606 There are now commented out examples for custom images to be used when
607 "no image" is present in the catalog for cover art. The included examples
608 are for small/medium/large jacket image art in the event they are not
609 found by the configured Added Content module.
614 Pre-Expiration A/T Event Definition
615 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
616 A new Action Trigger event definition ("30 Day Account Expiration Courtesy
617 Notice") for sending alerts to users before their accounts are expired has
618 been added. This is intended to give users time to renew their account before
619 they lose access to library services.
624 Improved caching of web server templates
625 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
626 Template Toolkit processors used by Apache are now cached for
627 better performance (by virtue of thereby being able to take advantage
628 of Template Toolkit's internal caching mechanism). In addition, the
629 *compiled* versions of the templates themselves can be cached to
630 provide an additional performance boost.
632 Two Apache virtualhost configuration variables are added to
633 control caching of compiled templates:
635 * `OILSWebCompiledTemplateCache` - specifies location on the
636 web server filesystem to store compiled templates.
637 * `OILSWebTemplateStatTTL` - specifies number of seconds before
638 checking to see if a newer version of a cached template is
641 As a result of the caching changes, it is now necessary for
642 Evergreen administrators to reload Apache to ensure that a change
643 to (say) TPAC templates becomes visible.
653 Display Authority Subject Heading Thesaurus Value
654 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
656 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.
658 *A Library of Congress list of thesaurus values:*
661 * '' = Alternate no attempt to code
662 * a = Library of Congress Subject Headings
663 * b = LC subject headings for children's literature
664 * c = Medical Subject Headings
665 * d = National Agricultural Library subject authority file
666 * k = Canadian Subject Headings
668 * r = Art and Architecture Thesaurus
669 * s = Sears List of Subject Headings
670 * v = Repertoire de vedettes-matiere
672 * | = No attempt to code
677 Importing Statistical Categories
678 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
679 You can now retrieve statistical categories (stat cats) from the MARC
680 record and apply them to the items in Evergreen. When importing or
681 overlaying items through the Vandelay MARC batch import process, edit
682 your Holdings Import Profile to tell Evergreen which subfield contains
683 your stat cat data. That subfield in your MARC records should be
684 formatted like the following:
687 CATEGORY 1|VALUE 1||CATEGORY 2|VALUE 2
690 Notice that the pipe character '|' is used to separate each category
691 from its value, and two pipes separate each pair of category values.
693 If you are overlaying existing copies which already have stat cats
694 attached to them, the overlay process will keep those values unless the
695 incoming copies contain updated values for matching categories.
700 Remove the ‡biblios.net Z39.50 target from seed data
701 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
702 The Z39.50 target at z3950.biblios.net/bibliographic has not worked
703 for years, so its service definition is no longer provided in the
704 seed data for new installations of Evergreen.
706 Users of existing Evergreen systems should consider removing
707 the Z39.50 definition for ‡biblios.net. This can be done from
708 Admin | Server Administration | Z39.50 Servers in the staff
714 SKOS for coded values
715 ^^^^^^^^^^^^^^^^^^^^^
716 Some vocabularies used (or which could be used) for stock
717 record attributes and coded value maps in Evergreen are
718 published on the web using SKOS. The record attributes system
719 can now associate Linked Data URIs with specific attribute
720 values. In particular, seed data supplying URIs for the
721 RDA Content Type, Media Type, and Carrier Type in this release.
723 This is an experimental, "under-the-hood" feature that will be built
724 upon in subsuquent releases.
729 MARC Tag-table Service
730 ^^^^^^^^^^^^^^^^^^^^^^
731 The tag tables for the web staff client MARC editor are
732 now stored in the database rather than a separate XML
733 tooltips file as used by the XUL MARC editor. The tag-table
734 service, which is part of the web staff client sprint 2
735 preview in this release, has the following features:
737 - specifies whether (sub)fields are optional or mandatory
738 - specifies whether (sub)fields are repeatable or not
739 - a coded value map can be associated with a subfield to
740 establish a controlled vocabulary for that subfield
741 - MARC field and subfield definitions can be overridden
742 by institutions further down in the organizational unit
743 hierarchy. This allows, for example, a library to specify
744 definitions for local MARC tags.
745 - values supplied by the tag-table service are used to
746 populate values in context menus in the web staff client
749 The initial seed data for the in-database tag table is
750 derived from the current tooltips XML file.
755 Web staff client cataloging preview
756 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
757 The web staff client now includes additional functionality
758 to support cataloging and item maintenance, including:
761 - the service backing the authority headings chooser now
762 has the ability to filter the browse by subject thesaurus
763 - Z39.50 search and record import
764 - improvements to copy and record bucket functionality
765 - embedding the link checker interface
766 - embedding the MARC batch import/export interface
767 - the web staff volume/copy editor
769 Nearly all of the cataloging functionality available in the XUL
770 staff client is now present in the web staff client with the
771 exception of printing spine labels. Nonetheless, the web staff
772 client remains a preview and is not recommended for production use.
782 Conditional Negative Balances
783 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
784 Evergreen sites will now have more control over whether a negative balance can
785 be applied to a user's billing record and when that negative balance can be
786 applied. Through a series of Library Settings, a site can prohibit negative
787 balances on bills or can allow those negative balances to be applied for a
788 specific period of time after a lost or overdue bill is charged to the user.
789 Sites can set a default for all types of bills or can apply distinct settings
790 for lost bills and for overdue fines. The more specific settings will override
793 Sites that opt to allow negative balances for a specific period of time must
794 1) enable the relevant "prohibit negative balances" setting(s) and 2) specify
795 the time period in the relevant Negative Balance Interval setting(s).
797 In addition to the new library settings, the system now has a new account
798 adjustment payment type. This payment type will be utilized for libraries
799 prohibiting negative balances to replace the previous voiding behavior that
800 caused the negative balances to occur. The account adjustment payment type will
801 also be used for all libraries, regardless of the state of negative balance
802 settings, in cases where overdue fines are adjusted when an overdue item is
805 An _Adjust to Zero_ option has been added to the bills interface of the patron
806 record. This option will always adjust the selected bill to a zero balance.
807 It can also be used to easily clear a negative balance from the patron's
808 record. A user must have the new ADJUST_BILLS permission to see and use this
811 This new feature also changes the behavior for the client option to void a bill
812 from the patron record. If a user does not have the VOID_BILLING permission, the
813 option to void bills will be hidden in the bills interface and in the Full
814 Details view of a specific bill.
816 To truly remove the ability to produce negative balances on a transaction,
817 administrators need to 1) enable the relevant setting in the Library Settings
818 Editor and 2) remove the VOID_BILLING permission from staff accounts since
819 manual voiding will continue to produce negative balances.
823 * Negative Balance Interval (Default) (bill.negative_balance_interval_default)
824 * Negative Balance Interval for Lost (bill.negative_balance_interval_on_lost) -
825 * Negative Balance Interval for Overdues (bill.negative_balance_interval_on_overdues
826 * Prohibit negative balance on bills (Default) (bill.prohibit_negative_balance_default)
827 * Prohibit negative balance on bills for lost materials (bill.prohibit_negative_balance_on_lost)
828 * Prohibit negative balance on bills for overdue materials (bill.prohibit_negative_balance_on_overdues)
837 Selfcheck Inactivity Warning
838 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
840 The Selfcheck interface now warns patrons when they are about to be
841 logged out due to inactivity 20 seconds prior to logging them out.
843 The inactivity timeout is also reset with each checkout to avoid timeouts
844 while checking out lots of items.
849 User Registration Includes Inactive Accounts in Dupe Search
850 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
851 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.
861 Link in catalog to clear Added Content cache
862 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
863 On the catalog's record summary page, there is now a link for staff that
864 allow them to forcibly clear the cache for the Added Content for that
865 record. This is helpful if the Added Content retrieved the wrong
866 cover jacket art, summary, etc. and caches the wrong result.
871 Disable Google Analytics in Staff Client
872 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
873 In the staff client interface, Google Analytics for the web catalog is
874 now disabled by default. This was a preventive measure to reduce the
875 potential risks for leaking patron information.
880 Move Acquisitions Admin Menu
881 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
882 In the staff client interface, the Acquisitions Administration menu is
883 now directly accessible from the main "Admin" menu instead of
884 living under "Server Administration". It has also been renamed as "Acquisitions
895 Account Expiration Date in My Account
896 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
897 The Account Expiration Date has been added to the catalog's My Account display
898 on the main Account Summary page and the Account Preferences page. This should
899 help patrons with figuring out when their accounts are due to expire before
900 they actually expire.
904 Change to Available Copies Display
905 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
906 The _Show_ link in the available copies area of the record summary will now
907 display for any org unit that owns a copy of a particular title, even if all
908 those copies are unavailable. The _Show_ link will not display if a) the copy
909 display is already scoped to that org unit or b) the org unit does not own
912 The language has also been changed to read "x of y copies available at z
919 Column sorting in circulation screens
920 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
922 Sorting of selected columns is now available in the *Items Checked Out*, *Check Out History*,
925 * Clicking on the appropriate column heads now sorts the contents from
926 ``ascending'' to ``descending'' to ``no sort''. (The ``no sort'' restores the
927 original list as presented in the screen.)
929 * The sort indicator (an up or down arrow) is placed to the right
930 of the column head, as appropriate.
932 * The combined *Title/Author* column in the *Items Checked Out* screen is now separated into two
933 independently sortable columns (Title and Author).
935 * Title sorting is done with the non-filing characters (leading ``the'', ``a'',
936 ``an'', and other langugage equivalents) removed. The leading articles are rendered in
937 a smaller font, so as to keep the main entry prominent. In
938 addition to the non-filing characters removed for the sort, leading
939 non-alphanumeric characters are ignored in the sort.
944 New bib source variable for catalog customization
945 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
946 For bibliographic records, there is a "bib source" that can be
947 associated with every record. This source is now available as a
948 variable that can be used behind the scenes when customizing
949 the online catalog. The new bib source variables do not present
950 themselves in the catalog display by default.
955 New class attribute for e-resource links
956 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
957 In the catalog, links to electronic resources now have a link class
958 attribute of "uri_link" to make them easier to customize or build
959 additional services upon.
965 Removal of deprecated "JSPAC" interface
966 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
968 The deprecated Javascript OPAC interface known as "JSPAC" is no
969 longer included in Evergreen as of this release.
971 With the understanding that local sites may have made use of
972 existing parts of the old JSPAC interface -- especially images and
973 CSS -- no attempt is made at upgrade time to automatically remove
974 the existing files from disk.
976 When upgrading, you may wish to remove "index.xml" from your Apache
977 DirectoryIndex directives.
979 The following directories, xml, js, and css files were formerly part
980 of JSPAC, and you may be able to safely remove them from your system
981 after verifying that they and their contents are no longer required:
983 - web/opac/common/css/
984 - web/opac/common/js/dtree.js
985 - web/opac/common/xml/
986 - web/opac/extras/bbags.js
987 - web/opac/extras/bbags.xml
988 - web/opac/skin/default/js/
989 - web/opac/skin/default/xml/
992 The list of images removed in this change is lengthy, and not
998 Removal of legacy selfcheck interface
999 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1001 The legacy selfcheck interface is no longer included in Evergreen as
1004 This interface was formerly located at a URL ending in
1005 extras/selfcheck/selfcheck.xml
1007 No attempt is made at upgrade time to automatically remove this
1010 It is recommended that you remove this interface and its associated
1011 configuration after performing an upgrade:
1013 (paths relative to Evergreen web root)
1015 - opac/extras/selfcheck/selfcheck.css
1016 - opac/extras/selfcheck/selfcheck.js
1017 - opac/extras/selfcheck/selfcheck.xml
1018 - opac/extras/selfcheck/selfcheck_print.css
1020 You can also remove the related Apache configuration block starting
1024 <LocationMatch .*/selfcheck.xml>
1031 The Evergreen project would like to acknowledge the following
1032 organizations who commissioned developments in this release of
1035 * Georgia Public Library Service
1036 * Grand Rapids Public Library
1037 * Kenton County Public Library
1038 * King County Library System
1039 * Massachusetts Library Network Cooperative
1042 * Pennsylvania Integrated Library System
1044 We would also like to thank the following individuals who contributed
1045 code, documentation patches and tests to this release of Evergreen:
1077 We also thank the following organizations whose employees contributed
1080 * Anderson County Library
1081 * Berklee College of Music
1083 * British Columbia Libraries Cooperative
1085 * Catalyst Dev Works
1086 * Central/Western Massachusetts Automated Resource Sharing
1087 * Emerald Data Networks, Inc.
1088 * Equinox Software, Inc.
1089 * Georgia Public Library Service
1090 * Grand Rapids Public Library
1091 * Indiana State Library
1092 * King County Library System
1093 * Lake Agassiz Regional Library
1094 * Laurentian University
1095 * Linn-Benton Community College
1096 * Massachusetts Library Network Cooperative
1097 * Merrimack Valley Library Consortium
1099 * Northwest Regional Library System
1101 * Traverse Area District Library
1103 We regret any omissions. If a contributor has been inadvertantly
1104 missed, please open a bug at http://bugs.launchpad.net/evergreen/
projects / Evergreen.git / blob