1 Evergreen 3.1 Release Notes
2 ===========================
9 This release contains bug fixes improving on Evergreen 3.1.11.
10 All bug fixes refer to the web staff client unless otherwise specified.
18 * Fixes a bug in the Booking URL path that failed with newer Apache
19 (https://bugs.launchpad.net/evergreen/+bug/1823387[Bug #1823387])
24 * Fixes a display bug with the patron record Group Members list
25 (https://bugs.launchpad.net/evergreen/+bug/1642036[Bug #1642036])
26 * Fixes title sort on the patron Items Out Screen
27 (https://bugs.launchpad.net/evergreen/+bug/1782014[Bug #1782014])
28 * Fixes the ability to place holds from item buckets
29 (https://bugs.launchpad.net/evergreen/+bug/1806394[Bug #1806394])
30 * Fixes a bug with editing the due date of an hourly loan that would lose the
31 time (https://bugs.launchpad.net/evergreen/+bug/1552778[Bug #1552778])
36 * Fixes a bug where copy templates would not apply properly
37 (https://bugs.launchpad.net/evergreen/+bug/1788680[Bug #1788680])
38 * Fixes the default cursor focus on the holdings editor
39 (https://bugs.launchpad.net/evergreen/+bug/1752968[Bug #1752968])
40 * Fixes a bug that failed to honor the "Retain empty bib records"
41 (cat.bib.keep_on_empty) setting when transferring items
42 (https://bugs.launchpad.net/evergreen/+bug/1333893[Bug #1333893])
47 * Restores ability to request password resets
48 (https://bugs.launchpad.net/evergreen/+bug/1804038[Bug #1804038])
53 * Fixes the help text in action_trigger_aggregator.pl related to the remote-acct
54 argument (https://bugs.launchpad.net/evergreen/+bug/1803729[Bug #1803729])
55 * Adds a missing page title for the Statistical Popularity Badges admin page
56 (https://bugs.launchpad.net/evergreen/+bug/1826890[Bug #1826890])
61 We would like to thank the following individuals who contributed code,
62 testing and documentation patches to the 3.1.12 point release of
71 * Blake Graham-Henderson
88 This release contains bug fixes improving on Evergreen 3.1.10.
89 All bug fixes refer to the web staff client unless otherwise specified.
97 * Allows the Title Hold screen to remember previously selected pickup library
98 (https://bugs.launchpad.net/evergreen/+bug/1665534[Bug #1665534])
99 * Sorting improvements for printing the Holds Pull List
100 (https://bugs.launchpad.net/evergreen/+bug/1749502[Bug #1749502])
101 * Better display for non-catalogued checkouts in the offline checkout preview
102 pane (https://bugs.launchpad.net/evergreen/+bug/1818576[Bug #1818576])
107 * Fixes a bug that changed subfield order in bib record after editing a linked
108 authority (https://bugs.launchpad.net/evergreen/+bug/712490[Bug #712490])
109 * Allows opening multiple selected copies in Item Status screen from the
110 Holdings View (https://bugs.launchpad.net/evergreen/+bug/1734775[Bug
112 * Adds missing "Deleted?" column choice to Record Buckets
113 (https://bugs.launchpad.net/evergreen/+bug/1746360[Bug #1746360])
114 * Fixes the batch Call Number label field on the Volume editor to populate from
115 the MARC record (https://bugs.launchpad.net/evergreen/+bug/1793196[Bug
117 * Fixes a bug to allow editing the call number label for some but not all
118 attached copies (https://bugs.launchpad.net/evergreen/+bug/1794588[Bug
120 * Fixes the sort order of Parts on the Holdings View
121 (https://bugs.launchpad.net/evergreen/+bug/1800178[Bug #1800178])
123 System administration
124 ^^^^^^^^^^^^^^^^^^^^^
126 * Web client (websocket) logins are now properly tracked as user activity
127 (https://bugs.launchpad.net/evergreen/+bug/1818153[Bug #1818153])
128 * Fixes some log warnings related to Holds Depth
129 (https://bugs.launchpad.net/evergreen/+bug/1667497[Bug #1667497])
130 * Fixes a bug in the fine generator related to Bookings
131 (https://bugs.launchpad.net/evergreen/+bug/1819796[Bug #1819796])
136 We would like to thank the following individuals who contributed code,
137 testing and documentation patches to the 3.1.11 point release of
160 This release contains bug fixes improving on Evergreen 3.1.9.
161 All bug fixes refer to the web staff client unless otherwise specified.
169 * Catalogers can now set the Bib Source in the Z39.50 Overlay and Import interfaces (https://bugs.launchpad.net/evergreen/+bug/1727345[Bug #1727345])
170 * Fixes an issue where publishers display in the publication date column in copy buckets (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
171 * Electronic reources no longer display a call number called _##URI##_ in the Volume Editor (https://bugs.launchpad.net/evergreen/+bug/1752665[Bug #1752665])
172 * Spine/pocket label templates can now include circulation library and owning library (https://bugs.launchpad.net/evergreen/+bug/1726568[Bug #1726568])
177 * Fixes an issue where external documentation links can open in the reports module (https://bugs.launchpad.net/evergreen/+bug/1784893[Bug #1784893])
178 * Fixes an issue where publishers display as a publication date in reports (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
180 System administration
181 ^^^^^^^^^^^^^^^^^^^^^
183 * The _DELETE_COPY_ALERT_ permission no longer needs to be granted on the consortium level (https://bugs.launchpad.net/evergreen/+bug/1783421[Bug #1783421])
188 We would like to thank the following individuals who contributed code,
189 tests and documentation patches to the 3.1.10 point release of
208 This release contains bug fixes improving on Evergreen 3.1.8.
209 All bug fixes refer to the web staff client unless otherwise specified.
217 * The new `edi_order_pusher.pl` now only pushes purchase orders with a state of "on-order", to prevent older purchase orders from being unintentionally pushed to vendors.
222 * The template dropdown in the holdings editor now provides more space to accommodate longer template names.
223 * The drop-down of copy tag types in the Manage Copy Tags dialog now includes the owning library of the copy tag type.
228 * Fixes an issue with recalling checked-out materials.
229 * Added several missing columns to the patron bills grid.
230 * Corrected the display of the Bill Type column in the patron bills grid.
231 * Clarified the names of the "Billing Location" and "Grocery Billing Location" columns in the patron bills grid.
232 * The Bill Full Details grid now includes a billing location column for both circulation and grocery bills, as well as the owning library for circulation bills.
233 * The Billing History transactions grid now remembers any changes that users make to the column settings.
234 * Fixes an issue with printing multiple copies of bills.
238 We would like to thank the following individuals who contributed code,
239 tests and documentation patches to the 3.1.9 point release of
244 * Andrea Buntz Neiman
261 This release contains bug fixes improving on Evergreen 3.1.7.
262 All bug fixes refer to the web staff client unless otherwise specified.
270 * Fixes a bug that blocked logging in from mobile browsers
271 * Fixes a readability issue with mobile menus
272 * Fixes performance issue related to grid tooltips.
277 * Improves the functionality of setting a default tab of a bib record
278 * The web client now remembers the most recently selected copy template
279 * Adds help tips to Print Item Labels Settings tab
280 * If you add or edit copies and/or volumes from the Holdings View tab,
281 the view now automatically refreshes to show your changes.
282 * Provides an upgrade to MODS 3.3 for older Evergreen installations.
283 * Improves usability of Z39.50 MARC View.
288 * Staff can now place multiple email addresses into the patron registration/
289 edit form, depending on the value of the `ui.patron.edit.au.email.regex`
291 * Fixes an issue with the offline circulation module.
292 * When merging two users, the non-lead account is now completely purged from
293 the database, rather than simply being marked as deleted.
298 * Removes incorrect copy counts from metarecord search results pages
299 * Electronic resources now display in the browse interfaces
301 System administration
302 ^^^^^^^^^^^^^^^^^^^^^
304 * The example Apache 2.4 configuration now enables remoteip.
305 * Improves syntax in the fm_idl file.
310 We would like to thank the following individuals who contributed code,
311 tests and documentation patches to the 3.1.8 point release of
335 This release contains bug fixes improving on Evergreen 3.1.6.
336 All bug fixes refer to the web staff client unless otherwise specified.
341 * Adds several columns to the items out grid.
342 * Adds the ability to copy patron addresses to the clipboard.
343 * Fixes several issues with adding new items and call numbers.
344 * Adds links to catalog records from the query and pending tabs of the Record Buckets interface.
345 * Corrects the date format used in several bucket interfaces.
346 * Adds a loading spinner to interfaces that are embedded in the web staff client via iframe
347 (such as the catalog).
351 We would like to thank the following individuals who contributed code,
352 tests and documentation patches to the 3.1.7 point release of
372 This release contains bug fixes improving on Evergreen 3.1.5.
373 All bug fixes refer to the web staff client unless otherwise specified.
378 * Fixes an issue that caused catalog searches to fail after a new library was added to the org tree.
379 * When you mouse over a grid cell in the client, a tooltip will display the full contents of the cell.
380 * Fixes issues with columns in the Item Status, Holdings View, Checkout, Patron Bill, Recent Circ History,
381 * Fixes various misspellings and capitalization issues in the interface.
382 * Circulation staff can now override a patron block that is placed from Messages/Apply Penalty.
383 * Fixes an issue with checking in hourly loans.
384 * Staff can now approve pending patron addresses in the patron edit interface.
385 * Prevents patron records from being merged with themselves.
386 * Fixes a bug where the patron card dialog would not allow the user to change the primary barcode under certain circumstances.
387 * Fixes issues with duplicate transit records.
388 * Adds the transit cancel time to the Most Recent Transits section of the Item Status Holds / Transit tab.
389 * Adds the "Show in Catalog" action back to the Item Status grid.
390 * Improvements to the Item Attribute Editor.
391 * Staff can now set a default search box in the Z39.50 search interface.
392 * Staff can now delete copy notes.
393 * Fixes an issue in which transferring items and vol/items caused statistical categories to disappear.
394 * In the MARC editor, the 007 physical characteristics wizard now has a different icon than the authority linker.
395 * Protects backordered acquisitions items from having their catalog items deleted.
396 * Fixes a problem where EDI ORDERS message were not visible in the EDI Messages interface.
397 * Fixes problems that occur when cloning a report template created in the XUL client.
398 * Fixes bugs that caused activity metric data when performing searches.
399 * Fixes an issue where the "Predict New Issues" button in the Serials module did not use the correct pattern.
400 * The KPAC now respects the `opac.holds.org_unit_not_pickup_lib` setting.
404 We would like to thank the following individuals who contributed code,
405 tests and documentation patches to the 3.1.6 point release of
435 This release contains bug fixes improving on Evergreen 3.1.4.
436 All bug fixes refer to the web staff client unless otherwise specified.
441 * Several strings are now displayed in the correct translation.
442 * Right clicking in grids results in more intuitive behavior.
443 * Usernames and barcodes containging the _%_ character no longer
444 experience problems logging in.
445 * Fixes cases in which the web client stops loading after the toolbar.
446 * Fixes problems in which using the web client in multiple tabs leads
447 to data inconsistency.
448 * Fixes an issue that caused authentication session checks to spam
449 the system and needlessly fill up logs.
450 * Boolean fields within grid views now say "Yes"/"No" instead of
452 * Fixes sorting issues in the patron search.
453 * Staff can now choose to print out only a selection of items out,
454 instead of having to print them all.
455 * The patron triggered event screen now respects the
456 `circ.staff.max_visible_event_age` library setting.
457 * Fixes an issue which caused an exception to be thrown during
458 non-cataloged item checkout.
459 * Fixes permission issues related to merging users.
460 * The bibliographic record summary now displays the call number that
461 matches the library's classification system.
462 * The copy editor now makes shelving locations visible to catalogers
463 from other libraries as needed.
464 * Once a record is overlayed in the Z39.50 screen, it is no longer
466 * Fixes several issues with the item status list view.
467 * When adding new copies, the circulation library now defaults to the
468 call number's owning library.
469 * Fixes display issues with the Print Item Labels page.
470 * Fixes an issue in which the staff client and the OPAC displayed
471 different counts of available items.
475 We would like to thank the following individuals who contributed code,
476 tests and documentation patches to the 3.1.5 point release of
500 This release contains bug fixes improving on Evergreen 3.1.3. Note that
501 all bug fixes refer to the web staff client unless otherwise specified.
506 * Fixes right-click issues with the Web client grids
507 * Fixes an issue with the Default SMS Carrier in the patron edit form.
508 * Fixes an issue that allowed overdue notices to be sent to a patron
509 whose long overdue item has been paid for.
510 * Checking in precat items now displays the "Route to Cataloging" alert each
511 time the item is checked in.
512 * Fixes an issue where alerts that had been cleared by a check-in continued
514 * Fixes an issue in which the Adjust to Zero feature
515 does not close a checked-in lost circ.
516 * Deleted copies that are still checked out can now be checked in.
517 * Fixes a mislabeled column in the patron checkout grid.
518 * Grocery bills are no longer styled the same way as overdue bills.
519 * Fixes an error with the missing pieces functionality.
520 * Courier codes now display in the transit slip receipt preview.
521 * Fixes several issues related to adding volumes.
522 * Fixes several issues related to empty volumes.
523 * Fixes several issues related to item and volume transfers.
524 * Fixes several issues with checkboxes in the volume/copy editor.
525 * The Item Status grid now displays OU shortnames instead of full names
526 for the "Circulation Library" column.
527 * The Volume/Copy editor now allows users to remove a value from the Age
528 Hold Protection field.
529 * Barcode completion now works in copy buckets.
530 * The Z39.50 interface now notices when another record has been marked
532 * Fixes a display issue for the Remove MARC Field Groups checkboxes in
533 the Z39.50 interface.
534 * Fixes a performance issue for the Validate button in the MARC Editor.
535 * Fixes an incorrect close tag in the Print Item Labels toolbar.
536 * Better scoping of copy tags in search results.
537 * Prevents sending invalid search.highlight_display_fields calls.
538 * Electronic Resource links now open in a new tab.
539 * Fixes an issue with the fiscal year close-out operation.
543 We would like to thank the following individuals who contributed code,
544 tests and documentation patches to the 3.1.4 point release of
567 This release contains bug fixes improving on Evergreen 3.1.2. Note that
568 all bug fixes refer to the web staff client unless otherwise specified.
573 * Fixes specific cases in which deleted records appear in search results.
574 * Fixes a performance issue with deleting patrons.
575 * The hold shelf dialog popup now lists the patron's notification
577 * Fixes an issue that prevented editing items when a monograph part
579 * Patron information is now available for use in the bills_current
580 and bills_historical receipt templates.
581 * The browser's "This page may contain unsaved data" warning now
582 appears when users click the update
583 expire date button in a patron account and attempt to navigate away
585 * The holds tab of the patron record now includes a monograph part
587 * The barcode box in the checkout screen
588 no longer hovers above patron record tabs when
589 staff users scroll down.
590 * Fixes an issue with the date of birth in the patron edit scren.
591 * The patron account bills grid are now color-coded by the item's
593 * Fixes an issue with the dropdown of billing type options.
594 * The Item Status screen now includes as a floating group column.
598 We would like to thank the following individuals who contributed code,
599 tests and documentation patches to the 3.1.3 point release of
602 * BC Libraries Cooperative
609 * Blake Graham-Henderson
629 This release contains bug fixes improving on Evergreen 3.1.1. Note that
630 all bug fixes refer to the web staff client unless otherwise specified.
638 * The MARC editor now handles 008 fields better.
639 * Adds spaces between subfields when suggesting a call
640 number for a new volume.
641 * MarcXML exports from the MARC Batch Import/Export ->
642 Export Records screen now downloads the file, rather than opening
644 * The Item Status Circulation Library column now displays a
645 shortname rather than the full library name.
646 * The Item Status Remaining Renewals column now displays
648 * The Item Status now has a "Last Renewal Workstation" column
650 * Fixes the circulation counts displayed in Item Status Details.
651 * Removes an error that got thrown in the Holdings View when a call number
653 * Fixes an issue where multiple copies with different values for required
654 statistical categories could not be edited and saved in batch.
655 * Add an option to remove floating in the copy editor.
656 * Fixes an issue with the floating dropdown in the copy editor.
657 * Fixes a problem in which the copy template didn't properly copy
659 * Reduces the number of API calls that the MARC Editor requires.
660 * The order of the Z39.50 servers on the Z39.50 import screen
661 no longer relies on capitalization.
666 * Fixes an issue that prevented the offline patron registration
668 * Fixes an issue with searching patrons by permission group.
669 * The barcodes in the patron search are now clickable.
670 * Staff members can now manually override the patron juvenile
671 flag value, regardless of the patron's date of birth.
672 * Checkboxes on patron registration screen are now properly aligned
674 * The user permission group dropdowns in the patron registration,
675 edit, and search interfaces now have scrollbars.
676 * The date picker on the checkout screen is now hidden unless
677 circ staff activates a specific due date option.
678 * The check-in screen now includes a copy status column.
679 * The Merge Patrons interface now displays the date of birth.
680 * The user bucket screen now displays the Bucket ID.
681 * The payment button on patron bills screen is now inactive if the
682 Payment Received field is blank.
683 * The Bill History receipt now includes a Finish date and a Last
685 * When a patron summary contains an image of the patron,
686 that image tag now has a null alt attribute to remove it from
687 the flow of a screen reader.
688 * Corrects an issue that caused the transit dialog to show the
690 * Corrects an issue with printing transit lists.
691 * "Find another target" on transiting hold no longer leaves the
693 * The images now display to distinguish hold and transit slips.
694 * The Clearable Holds list printout now only shows holds that have
696 * Restores the call number prefix and suffix fields to the holds
698 * The documentation at the top of the hold shelf slip template
700 * The cursor in the in-house use screen now automatically goes
701 to the barcode field.
702 * The in-house use screen now shows a copy status column.
703 * Add support for converting change to patron credit in the patron bills
704 interface, consistent with the XUL feature.
705 * Fixes a bug that caused pickup/request library fields to be
707 * Fixes a bug in the offline org unit tree.
709 Command-line system administration
710 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
712 * The novelist entry in `eg_vhost.conf` includes two new
714 * Corrects an issue with the `--max-sleep` argument on the
715 `action_trigger_runner.pl` support script.
716 * Corrects an issue with how the `eg_pbx_allocator.pl` script
717 detects an existing lock file.
718 * The 3.0.2-3.0.3 upgrade script disables triggers before
719 recalculating bib visibility.
724 * Fixes an issue that caused records with located URIs to be
725 retrieved in Copy Location and Copy Location Group searches.
726 * Fixes an error message that appeared in the search box
727 in the public catalog while placing hold after an advanced search.
728 * Restores the display of copy information for the user's
729 preferred library in the public catalog.
730 * Author and contributor names are no longer highlighted in
731 search results when the user has turned off highlighting.
732 * Fixes regression errors in the search results page.
733 * Removes redundant call numbers from the Show More Details
735 * The cast field in the catalog is now taken from the 511 field
736 when first indicator = 1, rather than the 508.
737 * Fixes a display issue caused by editing holds.
738 * Repairs broken author search links on the catalog record page.
743 * Fixes an issue that prevented users from searching for
744 receivable issues using Database ID or ISSN in the Serials
745 Batch Receive interface.
749 * Pins AngularJS support to version 1.6, which prevents unsupported
750 AngularJS versions (such as 1.7) from breaking the build process.
751 * Adds some padding to the bottom of Web Client interfaces.
752 * Logins now honor all org unit timeout settings.
753 * Evergreen will now identify and handle invalid timezones.
754 * Fixes an issue where a column header in some interfaces were automatically
755 highlighted in green when retrieving the interface.
756 * The parts column in the Item Status screen now displays parts data.
761 We would like to thank the following individuals who contributed code,
762 tests and documentation patches to the 3.1.2 point release of
798 This release contains bug fixes improving on Evergreen 3.1.0.
800 * Fixes a performance issue with the Patron Billing History screen and
801 other screens that cause Flattener.pm to re-create joins
803 * Fixes an issue that prevented patron alerts from showing to staff at
805 * Corrects the "Holdable" attribute display on the Item Status detailed
807 * Fixes the ability to delete multiple copies from Item Status.
811 We would like to thank the following individuals who contributed code,
812 tests and documentation patches to the 3.1.1 point release of
827 Like many major Evergreen upgrades, 3.1 requires a full reingest of your
828 bibliographic records before the system is usable again. While a basic reingest
829 is included at the end of the upgrade script, it happens after the main
830 COMMIT, so it is safe to cancel that and run the required reingest as you see
831 fit (e.g. via pingest.pl).
840 New Latency Tester Tool
841 ^^^^^^^^^^^^^^^^^^^^^^^
842 The Evergreen Web Staff Client now includes a section called *Tests* linked from
843 *Administration -> Workstation*. The *Tests* page houses a simple tool
844 that can be used to test the latency of the websocket connection between the
845 client and the server (via the `opensrf.echo` service).
847 This page displays which Evergreen host server is being queried. Upon hitting
848 the blue "Start Test" button for the first time, it will issue 10 sequentially
849 fired requests in order to get a solid initial average. Clicking the button a
850 second time will take one more measurement and recalculate the average
851 latency. The results can be copied to clipboard for troubleshooting purposes
852 and also cleared from display.
854 marc_export --uris option
855 ^^^^^^^^^^^^^^^^^^^^^^^^^
856 The marc_export support script now has a `--uris` option (short form:
857 `-u`) to export records with located URIs (i.e. electronic resources). When
858 used by itself, it will export only records that have located URIs. When
859 used in conjunction with `--items`, it will add records with located URIs
860 but no items/copies to the output. If combined with a `--library` or
861 `--descendants` option, this option will limit its output to those
862 records with URIs at the designated libraries. The best way to use
863 this option is in combination with the `--items` and one of the
864 `--library` or `--descendants` options to export *all* of a library's
865 holdings both physical and electronic.
871 Sample Data Includes Surveys
872 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
873 The Concerto sample data set now includes patron surveys, questions,
874 answers, and responses.
876 Virtual Index Definitions
877 ^^^^^^^^^^^^^^^^^^^^^^^^^
878 The practical purpose of Virtual Index Definitions is to supply an Evergreen
879 administrator with the ability to control the weighting and field inclusion of
880 values in the general keyword index, commonly referred to as "the blob,"
881 without requiring tricky configuration that has subtle semantics, an
882 over-abundance of index definitions which can slow search generally, or the
883 need to reingest all records on a regular basis as experiments are performed
884 and the configuration refined. Significant results of recasting keyword indexes
885 as a set of one or more Virtual Index Definitions will be simpler search
886 configuration management, faster search speed overall, and more practical
887 reconfiguration and adjustment as needed.
889 Previously, in order to provide field-specific weighting to
890 keyword matches against titles or authors, an administrator must duplicate many
891 other index definitions and supply overriding weights to those duplicates. This
892 not only complicates configuration, but slows down record ingest as well as
893 search. It is also fairly ineffective at achieving the goal of weighted keyword
894 fields. Virtual Index Definitions will substantially alleviate the need for
895 these workarounds and their consequences.
897 * A Virtual Index Definition does not require any configuration for
898 extracting bibliographic data from records, but instead can become a sink for
899 data collected by other index definitions, which is then colocated together to
900 supply a search target made up of the separately extracted data. Virtual Index
901 Definitions are effectively treated as aggregate definitions, matching across
902 all values extracted from constituent non-virtual index definitions. They can
903 further make use of the Combined class functionality to colocate all values in a
904 class together for matching even across virtual fields.
906 * Configuration allows for weighting of constituent index definitions that
907 participate in a Virtual Index Definition. This weighting is separate from the
908 weighting supplied when the index definition itself is a search target.
910 * The Evergreen QueryParser driver returns the list of fields actually
911 searched using every user-supplied term set, including constituent expansion
912 when a Virtual Index Definition is searched. In particular, this will facilitate
913 Search Term Highlighting described below.
915 * Stock configuration changes make use of pre-existing, non-virtual index
916 definitions mapped to new a Virtual Index Definition that implements the
917 functionality provided by the `keyword|keyword` index definition. The
918 `keyword|keyword` definition is left in place for the time being, until more data
919 can be gathered about the real-world effect of removing it entirely and
920 replacing it with Virtual Index Definition mappings.
922 * New system administration functions will be created to facilitate
923 modification of Virtual Index Definition mapping, avoiding the need for a full
924 reingest when existing index definitions are added or removed from a virtual
927 Increased use of Metabib Display Fields
928 +++++++++++++++++++++++++++++++++++++++
929 We use Metabib Display Fields (newly available in 3.0) to render catalog search
930 results, intermediate metarecord results, and record detail pages. This requires
931 the addition of several new Metabib Display Field definitions, as well as Perl
932 services to gather and render the data.
934 We also use more Metabib Display Fields in the client. As a result,
935 bibliographic fields will display in proper case in more client interfaces and
936 in Evergreen reports.
940 A new AngularJS "MARC Search/Facet Fields" interface has been created to replace
941 the Dojo version, and both have been extended to support Virtual Index
942 Definition data supplier mapping and weighting.
944 Settings & Permissions
945 ++++++++++++++++++++++
946 The new Virtual Index Definition data supplier mapping table,
947 `config.metabib_field_virtual_map`, requires the same permissions as the
948 MARC Search/Facet Fields interface: CREATE_METABIB_FIELD, UPDATE_METABIB_FIELD,
949 DELETE_METABIB_FIELD, or ADMIN_METABIB_FIELD for all actions
953 There now exist several new database tables and functions primarily in support
954 of search highlighting. Additionally, the QueryParser driver for Evergreen has
955 been augmented to be able to return a data structure describing how the search
956 was performed, in a way that allows a separate support API to gather a
957 highlighted version of the Display Field data for a given record.
961 By default, the following fields will be weighted more heavily in keyword
962 searches. Administrators can change these defaults by changing the values in the
963 "All searchable fields" virtual index in the "MARC Search/Facet Fields"
967 * Main title (a new index limited to the words in the 245a)
971 In addition, note indexes and the physical description index will receive
972 less weight in default keyword searches.
974 Re-ingest or Indexing Dependencies
975 ++++++++++++++++++++++++++++++++++
976 With the addition and modification of many Index Definitions, a full reingest is
977 recommended. However, search will continue to work as it did previously
978 for those records that have not yet been reingested. Therefore a slow, rolling
979 reingest is recommended.
981 Performance Implications or Concerns
982 ++++++++++++++++++++++++++++++++++++
983 Because the Metabib Display Fields infrastructure will eventually replace
984 functionality that is significantly more CPU-intensive in the various forms of
985 XML parsing, XSLT transformation, XPath calculation, and
986 Metabib Virtual Record construction, it is expected that the overall CPU load
987 will be reduced by this development, and ideally the overall time required to
988 perform and render a search will likewise drop. It is unlikely that the speed
989 increase will be visible to users on a per-search basis, but that search in
990 aggregate will become a smaller consumer of resources.
998 When 2 or more bib records are merged, all records involved are stamped
999 with a new `merge_date` value. For any bib record, this field indicates
1000 the last time it was involved in a merge. At the same time, all
1001 subordinate records (i.e. those deleted as a product of the merge) are
1002 stamped with a `merged_to` value indicating which bib record the source
1003 record was merged with.
1005 In the browser client bib record display, a warning alert now appears
1006 along the top of the page (below the Deleted alert) indicating when a
1007 record was used in a merge, when it was merged, and which record it was
1008 merge with, rendered as a link to the target record.
1014 Alternate Patron Hold Pickup
1015 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1016 This feature adds a bit of convenience to a common task: checking out
1017 an item on hold to another patron (typically a family member or helper).
1019 When you checkout the item, you will get a pop-up window with warnings associated
1020 with this item. The "ITEM_ON_HOLDS_SHELF" message is now expanded to
1022 * Let you know the name of the person who had placed the hold.
1023 * Give you the option (in the form of a checkbox) of cancelling the
1024 hold placed by the above-named patron. (Checked = Cancel the hold;
1025 Unchecked = Leave the hold in place)
1027 The initial value of the checkbox is derived from the
1028 `circ.clear_hold_on_checkout` organizational setting.
1030 If the operator has CANCEL_HOLD privilege, then if the checkbox is checked and
1031 the checkout is allowed to proceed, the hold will be cancelled with a note that
1032 the item was checked out to another patron.
1034 This feature is available in the browser-based staff client.
1036 New Patron Billing Statement
1037 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1038 The Evergreen web staff client now includes a patron billing statement,
1039 which summarizes a patron's bills, credits and payments in a familiar
1040 layout. This can be found on the "Statement" tab of the Patron Bill
1041 Details page. (From the Patron Bills page, double-click a row to view
1042 its details, or choose "Full Details" from the Actions menu.)
1044 Enhanced Billing Timestamp Support
1045 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1046 Previously, billings had to make do with a single timestamp attempting
1047 to fill two different roles. In the case of an overdue fine, the
1048 timestamp represented the *end* of the fine period for that billing,
1049 while for all other fines, the timestamp was merely the time the bill
1050 was created. This setup generally worked, but not without confusion,
1051 and limited our ability to understand and process the data.
1053 Billings will now have up to three timestamps: a create date, and when
1054 applicable, a fine period start and a fine period end. This clarifies
1055 and simplifies things like backdating, retrospective fine generation,
1056 account balancing for negative balance avoidance, and billing timeline
1059 Copy Alerts and Suppression Matrix
1060 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1061 The Copy Alerts feature allows library staff to add customized alert
1062 messages to copies. The copy alerts will appear when a specific event
1063 takes place, such as when the copy is checked in, checked out, or
1064 renewed. Alerts can be temporary or persistent: temporary alerts will be
1065 disabled after the initial alert and acknowledgement from staff, while
1066 persistent alerts will display each time the alert event takes place.
1067 Copy Alerts can be configured to display at the circulating or owning
1068 library only or, alternatively, when the library at which the alert
1069 event takes place is not the circulating or owning library. Copy Alerts
1070 can also be configured to provide options for the next copy status that
1071 should be applied to an item. Library administrators will have the
1072 ability to create and customize Copy Alert Types and to suppress copy
1073 alerts at specific org units.
1075 Copy alerts can be added via the volume/creator and the check in,
1076 check out, and renew pages. Copy alerts can also be managed at the
1079 Copy alert types can be managed via the Copy Alert Types page in
1080 Local Administration, and suppression of them can be administered
1081 via the Copy Alert Suppression page under Local Administration.
1083 Place Multiple Holds At Once
1084 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1085 Users with the appropriate permissions now have the ability to place multiple
1086 title/metarecords holds at once. This feature is especially beneficial for book
1087 clubs and reading groups, which need to place holds on multiple copies of a
1090 In order to use the feature:
1092 * Set the _Maximum number of duplicate holds allowed_ Library Setting
1093 (`circ.holds.max_duplicate_holds`) to a number higher than 1
1094 * Log in as a user with the CREATE_DUPLICATE_HOLDS
1096 When placing a title or metarecord hold, a _Number of copies_ field will
1097 display for these users. This field is not available when placing part, volume
1100 This feature does not change the way in which the system fills holds. The
1101 multiple holds will fill in the same way that they would if the user had placed
1102 multiple holds separately.
1104 New Notice Columns in Items Out Grid
1105 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1106 The grid in the patron "items out" page in the Evergreen web staff client has two new
1107 columns indicating the number of notifications generated for a given loan and the date of
1108 the most recent notification. These columns will allow circulation staff to better respond to
1109 patron questions about whether they were sent notification about an overdue item.
1111 The columns are based on the number of completed Action Trigger events on the
1112 loan that have a 'checkout.due' hook. In other words, they would include overdue
1113 and courtesy notices.
1115 A new library setting, "Exclude Courtesy Notices from Patrons Itemsout Notices Count",
1116 if set will cause the notice count and date fields to exclude courtesy notices.
1118 Patron Email Addresses Now Clickable In Web Staff Client
1119 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1120 Adds a mailto link to the patron's email in their profile so it can
1121 be clicked to send and email to the patron. No new settings or
1122 permissions are included in this feature.
1124 Pickup Library for Staff-placed Holds
1125 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1126 Adds a new library setting, _circ.staff_placed_holds_fallback_to_ws_ou_,
1127 that helps determine the hold pickup library in cases where patrons don't
1128 have a preferred hold pickup library in their account and a staff member
1129 is placing the hold on their behalf.
1131 * When this setting is true and the patron doesn't have a preferred
1132 library listed, the hold pickup library will default to the
1133 workstation's organizational unit.
1134 * When this setting is false and the patron doesn't have a preferred
1135 library listed, the hold pickup library will default to the
1136 patron's home library.
1141 Search Term Highlighting
1142 ^^^^^^^^^^^^^^^^^^^^^^^^
1143 Evergreen now highlights search terms on the public catalog's main search
1144 results page, the record detail page, and intermediate pages such as metarecord
1145 grouped results page. Highlighting search terms will help the user determine why
1146 a particular record (or set of records) was retrieved.
1148 Highlighting of matched terms uses the same stemming used to accomplish the
1149 search, as configured per field and class.
1151 This feature will help the user more quickly determine the relevance of a
1152 particular record by calling their attention to search terms in context. Lastly,
1153 it will help familiarize the user with how records are searched, including which
1154 fields are searched as well as exposing concepts like stemming.
1156 You can turn off search term highlighting by uncommenting the line
1157 `search.no_highlight = 1;` in `config.tt2`.
1159 When highlighting is generally enabled, it may be turned on or off on a per-page
1160 basis through the use of a UI component which will request the page again
1161 without highlighting.
1163 Highlighting of terms uses Template::Toolkit-driven CSS. A generic CSS class
1164 identifying a highlighted term, along with CSS classes identifying the search
1165 class and each search field are available for use for customization of the
1166 highlighting. A stock CSS template is provided as a baseline upon which sites
1170 Copy Location Filter Displays for System Searches
1171 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1172 The Shelving Location filter now displays on the advanced search page when
1173 a search is scoped to a library system, not just to an individual branch. If
1174 a library system is selected as the Search Library, the shelving location
1175 limiter will display any shelving location that is owned by the selected system
1176 or by the consortium. It will NOT display shelving locations owned by child
1179 Multi-source Attributes
1180 ^^^^^^^^^^^^^^^^^^^^^^^
1181 We now allow record attribute definitions to extract data using more than
1182 one strategy (XPath, tag+subfield, fixed field, etc.) as long as the values
1183 from various sources would, after normalization, have the same shape.
1187 This change allows us to configure multilingual search, by extracting values
1188 from both the 008 controlfield and the 041 datafield. Because the values
1189 in each can be normalized to the same controlled list (and, in practice, are
1190 already from the same normalized value set), catalog searches can now use normal
1191 boolean search semantics to find records with various combinations of
1192 language attributes.
1194 E.g., in the concerto test data:
1196 * `keyword: piano item_lang(eng) item_lang(ita)`
1199 Optional Display of Badges in Catalog
1200 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1201 A new setting controls whether badges (popularity, etc.) are displayed
1202 in the catalog. If you do not wish badges to be displayed, set the
1203 `ctx.hide_badge_scores` setting to "true" in `config.tt2`.
1209 Fixes to patron name/username search indexes
1210 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1211 When using pg_restore to restore an Evergreen database, some of the
1212 indexes used to speed up patron searches on names and usernames
1215 This release fixes the underlying issue and re-creates the indexes
1220 When using pg_restore to restore an affected database, the
1221 "unaccent" indexes on actor.usr would not be created due to an
1222 unqualified function reference in `evergreen.unaccent_and_squash`.
1224 The function will be replaced to resolve the search path issue,
1225 and the following indexes on actor.usr will be dropped and then
1228 * actor_usr_first_given_name_unaccent_idx;
1229 * actor_usr_second_given_name_unaccent_idx;
1230 * actor_usr_family_name_unaccent_idx;
1231 * actor_usr_usrname_unaccent_idx;
1233 This will be done even if the indexes are already present, and may
1234 take a few minutes on a database with many patrons.
1237 3.1.0 Acknowledgments
1238 ---------------------
1239 The Evergreen project would like to acknowledge the following
1240 organizations that commissioned developments in this release of
1243 * Albany Public Library (Oregon)
1244 * Consortium of Ohio Libraries
1246 * Indiana State Library
1247 * Georgia Public Library Service
1248 * Hagerstown - Jefferson Township Library
1249 * Linn-Benton Community College
1251 * Pennsylvania Integrated Library System
1252 * Sage Library System
1253 * Union County Public Library (Indiana)
1255 We would also like to thank the following individuals who contributed
1256 code, translations, documentations patches and tests to this release of
1283 We also thank the following organizations whose employees contributed
1287 * British Columbia Libraries Cooperative
1290 * Equinox Open Library Initiative
1291 * Georgia Public Library Service
1292 * Greater Clarks Hill Regional Library System
1293 * Jordanian Library and Information Association
1294 * King County Library System
1296 * Linn-Benton Community College
1299 * Traverse Area District Library
1301 We regret any omissions. If a contributor has been inadvertently
1302 missed, please open a bug at http://bugs.launchpad.net/evergreen/
projects / Evergreen.git / blob