1 Evergreen 3.1 Release Notes
2 ===========================
9 This release contains bug fixes improving on Evergreen 3.1.10.
10 All bug fixes refer to the web staff client unless otherwise specified.
18 * Allows the Title Hold screen to remember previously selected pickup library
19 (https://bugs.launchpad.net/evergreen/+bug/1665534[Bug #1665534])
20 * Sorting improvements for printing the Holds Pull List
21 (https://bugs.launchpad.net/evergreen/+bug/1749502[Bug #1749502])
22 * Better display for non-catalogued checkouts in the offline checkout preview
23 pane (https://bugs.launchpad.net/evergreen/+bug/1818576[Bug #1818576])
28 * Fixes a bug that changed subfield order in bib record after editing a linked
29 authority (https://bugs.launchpad.net/evergreen/+bug/712490[Bug #712490])
30 * Allows opening multiple selected copies in Item Status screen from the
31 Holdings View (https://bugs.launchpad.net/evergreen/+bug/1734775[Bug
33 * Adds missing "Deleted?" column choice to Record Buckets
34 (https://bugs.launchpad.net/evergreen/+bug/1746360[Bug #1746360])
35 * Fixes the batch Call Number label field on the Volume editor to populate from
36 the MARC record (https://bugs.launchpad.net/evergreen/+bug/1793196[Bug
38 * Fixes a bug to allow editing the call number label for some but not all
39 attached copies (https://bugs.launchpad.net/evergreen/+bug/1794588[Bug
41 * Fixes the sort order of Parts on the Holdings View
42 (https://bugs.launchpad.net/evergreen/+bug/1800178[Bug #1800178])
47 * Web client (websocket) logins are now properly tracked as user activity
48 (https://bugs.launchpad.net/evergreen/+bug/1818153[Bug #1818153])
49 * Fixes some log warnings related to Holds Depth
50 (https://bugs.launchpad.net/evergreen/+bug/1667497[Bug #1667497])
51 * Fixes a bug in the fine generator related to Bookings
52 (https://bugs.launchpad.net/evergreen/+bug/1819796[Bug #1819796])
57 We would like to thank the following individuals who contributed code,
58 testing and documentation patches to the 3.1.11 point release of
81 This release contains bug fixes improving on Evergreen 3.1.9.
82 All bug fixes refer to the web staff client unless otherwise specified.
90 * Catalogers can now set the Bib Source in the Z39.50 Overlay and Import interfaces (https://bugs.launchpad.net/evergreen/+bug/1727345[Bug #1727345])
91 * Fixes an issue where publishers display in the publication date column in copy buckets (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
92 * Electronic reources no longer display a call number called _##URI##_ in the Volume Editor (https://bugs.launchpad.net/evergreen/+bug/1752665[Bug #1752665])
93 * Spine/pocket label templates can now include circulation library and owning library (https://bugs.launchpad.net/evergreen/+bug/1726568[Bug #1726568])
98 * Fixes an issue where external documentation links can open in the reports module (https://bugs.launchpad.net/evergreen/+bug/1784893[Bug #1784893])
99 * Fixes an issue where publishers display as a publication date in reports (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
101 System administration
102 ^^^^^^^^^^^^^^^^^^^^^
104 * The _DELETE_COPY_ALERT_ permission no longer needs to be granted on the consortium level (https://bugs.launchpad.net/evergreen/+bug/1783421[Bug #1783421])
109 We would like to thank the following individuals who contributed code,
110 tests and documentation patches to the 3.1.10 point release of
129 This release contains bug fixes improving on Evergreen 3.1.8.
130 All bug fixes refer to the web staff client unless otherwise specified.
138 * 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.
143 * The template dropdown in the holdings editor now provides more space to accommodate longer template names.
144 * The drop-down of copy tag types in the Manage Copy Tags dialog now includes the owning library of the copy tag type.
149 * Fixes an issue with recalling checked-out materials.
150 * Added several missing columns to the patron bills grid.
151 * Corrected the display of the Bill Type column in the patron bills grid.
152 * Clarified the names of the "Billing Location" and "Grocery Billing Location" columns in the patron bills grid.
153 * 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.
154 * The Billing History transactions grid now remembers any changes that users make to the column settings.
155 * Fixes an issue with printing multiple copies of bills.
159 We would like to thank the following individuals who contributed code,
160 tests and documentation patches to the 3.1.9 point release of
165 * Andrea Buntz Neiman
182 This release contains bug fixes improving on Evergreen 3.1.7.
183 All bug fixes refer to the web staff client unless otherwise specified.
191 * Fixes a bug that blocked logging in from mobile browsers
192 * Fixes a readability issue with mobile menus
193 * Fixes performance issue related to grid tooltips.
198 * Improves the functionality of setting a default tab of a bib record
199 * The web client now remembers the most recently selected copy template
200 * Adds help tips to Print Item Labels Settings tab
201 * If you add or edit copies and/or volumes from the Holdings View tab,
202 the view now automatically refreshes to show your changes.
203 * Provides an upgrade to MODS 3.3 for older Evergreen installations.
204 * Improves usability of Z39.50 MARC View.
209 * Staff can now place multiple email addresses into the patron registration/
210 edit form, depending on the value of the `ui.patron.edit.au.email.regex`
212 * Fixes an issue with the offline circulation module.
213 * When merging two users, the non-lead account is now completely purged from
214 the database, rather than simply being marked as deleted.
219 * Removes incorrect copy counts from metarecord search results pages
220 * Electronic resources now display in the browse interfaces
222 System administration
223 ^^^^^^^^^^^^^^^^^^^^^
225 * The example Apache 2.4 configuration now enables remoteip.
226 * Improves syntax in the fm_idl file.
231 We would like to thank the following individuals who contributed code,
232 tests and documentation patches to the 3.1.8 point release of
256 This release contains bug fixes improving on Evergreen 3.1.6.
257 All bug fixes refer to the web staff client unless otherwise specified.
262 * Adds several columns to the items out grid.
263 * Adds the ability to copy patron addresses to the clipboard.
264 * Fixes several issues with adding new items and call numbers.
265 * Adds links to catalog records from the query and pending tabs of the Record Buckets interface.
266 * Corrects the date format used in several bucket interfaces.
267 * Adds a loading spinner to interfaces that are embedded in the web staff client via iframe
268 (such as the catalog).
272 We would like to thank the following individuals who contributed code,
273 tests and documentation patches to the 3.1.7 point release of
293 This release contains bug fixes improving on Evergreen 3.1.5.
294 All bug fixes refer to the web staff client unless otherwise specified.
299 * Fixes an issue that caused catalog searches to fail after a new library was added to the org tree.
300 * When you mouse over a grid cell in the client, a tooltip will display the full contents of the cell.
301 * Fixes issues with columns in the Item Status, Holdings View, Checkout, Patron Bill, Recent Circ History,
302 * Fixes various misspellings and capitalization issues in the interface.
303 * Circulation staff can now override a patron block that is placed from Messages/Apply Penalty.
304 * Fixes an issue with checking in hourly loans.
305 * Staff can now approve pending patron addresses in the patron edit interface.
306 * Prevents patron records from being merged with themselves.
307 * Fixes a bug where the patron card dialog would not allow the user to change the primary barcode under certain circumstances.
308 * Fixes issues with duplicate transit records.
309 * Adds the transit cancel time to the Most Recent Transits section of the Item Status Holds / Transit tab.
310 * Adds the "Show in Catalog" action back to the Item Status grid.
311 * Improvements to the Item Attribute Editor.
312 * Staff can now set a default search box in the Z39.50 search interface.
313 * Staff can now delete copy notes.
314 * Fixes an issue in which transferring items and vol/items caused statistical categories to disappear.
315 * In the MARC editor, the 007 physical characteristics wizard now has a different icon than the authority linker.
316 * Protects backordered acquisitions items from having their catalog items deleted.
317 * Fixes a problem where EDI ORDERS message were not visible in the EDI Messages interface.
318 * Fixes problems that occur when cloning a report template created in the XUL client.
319 * Fixes bugs that caused activity metric data when performing searches.
320 * Fixes an issue where the "Predict New Issues" button in the Serials module did not use the correct pattern.
321 * The KPAC now respects the `opac.holds.org_unit_not_pickup_lib` setting.
325 We would like to thank the following individuals who contributed code,
326 tests and documentation patches to the 3.1.6 point release of
356 This release contains bug fixes improving on Evergreen 3.1.4.
357 All bug fixes refer to the web staff client unless otherwise specified.
362 * Several strings are now displayed in the correct translation.
363 * Right clicking in grids results in more intuitive behavior.
364 * Usernames and barcodes containging the _%_ character no longer
365 experience problems logging in.
366 * Fixes cases in which the web client stops loading after the toolbar.
367 * Fixes problems in which using the web client in multiple tabs leads
368 to data inconsistency.
369 * Fixes an issue that caused authentication session checks to spam
370 the system and needlessly fill up logs.
371 * Boolean fields within grid views now say "Yes"/"No" instead of
373 * Fixes sorting issues in the patron search.
374 * Staff can now choose to print out only a selection of items out,
375 instead of having to print them all.
376 * The patron triggered event screen now respects the
377 `circ.staff.max_visible_event_age` library setting.
378 * Fixes an issue which caused an exception to be thrown during
379 non-cataloged item checkout.
380 * Fixes permission issues related to merging users.
381 * The bibliographic record summary now displays the call number that
382 matches the library's classification system.
383 * The copy editor now makes shelving locations visible to catalogers
384 from other libraries as needed.
385 * Once a record is overlayed in the Z39.50 screen, it is no longer
387 * Fixes several issues with the item status list view.
388 * When adding new copies, the circulation library now defaults to the
389 call number's owning library.
390 * Fixes display issues with the Print Item Labels page.
391 * Fixes an issue in which the staff client and the OPAC displayed
392 different counts of available items.
396 We would like to thank the following individuals who contributed code,
397 tests and documentation patches to the 3.1.5 point release of
421 This release contains bug fixes improving on Evergreen 3.1.3. Note that
422 all bug fixes refer to the web staff client unless otherwise specified.
427 * Fixes right-click issues with the Web client grids
428 * Fixes an issue with the Default SMS Carrier in the patron edit form.
429 * Fixes an issue that allowed overdue notices to be sent to a patron
430 whose long overdue item has been paid for.
431 * Checking in precat items now displays the "Route to Cataloging" alert each
432 time the item is checked in.
433 * Fixes an issue where alerts that had been cleared by a check-in continued
435 * Fixes an issue in which the Adjust to Zero feature
436 does not close a checked-in lost circ.
437 * Deleted copies that are still checked out can now be checked in.
438 * Fixes a mislabeled column in the patron checkout grid.
439 * Grocery bills are no longer styled the same way as overdue bills.
440 * Fixes an error with the missing pieces functionality.
441 * Courier codes now display in the transit slip receipt preview.
442 * Fixes several issues related to adding volumes.
443 * Fixes several issues related to empty volumes.
444 * Fixes several issues related to item and volume transfers.
445 * Fixes several issues with checkboxes in the volume/copy editor.
446 * The Item Status grid now displays OU shortnames instead of full names
447 for the "Circulation Library" column.
448 * The Volume/Copy editor now allows users to remove a value from the Age
449 Hold Protection field.
450 * Barcode completion now works in copy buckets.
451 * The Z39.50 interface now notices when another record has been marked
453 * Fixes a display issue for the Remove MARC Field Groups checkboxes in
454 the Z39.50 interface.
455 * Fixes a performance issue for the Validate button in the MARC Editor.
456 * Fixes an incorrect close tag in the Print Item Labels toolbar.
457 * Better scoping of copy tags in search results.
458 * Prevents sending invalid search.highlight_display_fields calls.
459 * Electronic Resource links now open in a new tab.
460 * Fixes an issue with the fiscal year close-out operation.
464 We would like to thank the following individuals who contributed code,
465 tests and documentation patches to the 3.1.4 point release of
488 This release contains bug fixes improving on Evergreen 3.1.2. Note that
489 all bug fixes refer to the web staff client unless otherwise specified.
494 * Fixes specific cases in which deleted records appear in search results.
495 * Fixes a performance issue with deleting patrons.
496 * The hold shelf dialog popup now lists the patron's notification
498 * Fixes an issue that prevented editing items when a monograph part
500 * Patron information is now available for use in the bills_current
501 and bills_historical receipt templates.
502 * The browser's "This page may contain unsaved data" warning now
503 appears when users click the update
504 expire date button in a patron account and attempt to navigate away
506 * The holds tab of the patron record now includes a monograph part
508 * The barcode box in the checkout screen
509 no longer hovers above patron record tabs when
510 staff users scroll down.
511 * Fixes an issue with the date of birth in the patron edit scren.
512 * The patron account bills grid are now color-coded by the item's
514 * Fixes an issue with the dropdown of billing type options.
515 * The Item Status screen now includes as a floating group column.
519 We would like to thank the following individuals who contributed code,
520 tests and documentation patches to the 3.1.3 point release of
523 * BC Libraries Cooperative
530 * Blake Graham-Henderson
550 This release contains bug fixes improving on Evergreen 3.1.1. Note that
551 all bug fixes refer to the web staff client unless otherwise specified.
559 * The MARC editor now handles 008 fields better.
560 * Adds spaces between subfields when suggesting a call
561 number for a new volume.
562 * MarcXML exports from the MARC Batch Import/Export ->
563 Export Records screen now downloads the file, rather than opening
565 * The Item Status Circulation Library column now displays a
566 shortname rather than the full library name.
567 * The Item Status Remaining Renewals column now displays
569 * The Item Status now has a "Last Renewal Workstation" column
571 * Fixes the circulation counts displayed in Item Status Details.
572 * Removes an error that got thrown in the Holdings View when a call number
574 * Fixes an issue where multiple copies with different values for required
575 statistical categories could not be edited and saved in batch.
576 * Add an option to remove floating in the copy editor.
577 * Fixes an issue with the floating dropdown in the copy editor.
578 * Fixes a problem in which the copy template didn't properly copy
580 * Reduces the number of API calls that the MARC Editor requires.
581 * The order of the Z39.50 servers on the Z39.50 import screen
582 no longer relies on capitalization.
587 * Fixes an issue that prevented the offline patron registration
589 * Fixes an issue with searching patrons by permission group.
590 * The barcodes in the patron search are now clickable.
591 * Staff members can now manually override the patron juvenile
592 flag value, regardless of the patron's date of birth.
593 * Checkboxes on patron registration screen are now properly aligned
595 * The user permission group dropdowns in the patron registration,
596 edit, and search interfaces now have scrollbars.
597 * The date picker on the checkout screen is now hidden unless
598 circ staff activates a specific due date option.
599 * The check-in screen now includes a copy status column.
600 * The Merge Patrons interface now displays the date of birth.
601 * The user bucket screen now displays the Bucket ID.
602 * The payment button on patron bills screen is now inactive if the
603 Payment Received field is blank.
604 * The Bill History receipt now includes a Finish date and a Last
606 * When a patron summary contains an image of the patron,
607 that image tag now has a null alt attribute to remove it from
608 the flow of a screen reader.
609 * Corrects an issue that caused the transit dialog to show the
611 * Corrects an issue with printing transit lists.
612 * "Find another target" on transiting hold no longer leaves the
614 * The images now display to distinguish hold and transit slips.
615 * The Clearable Holds list printout now only shows holds that have
617 * Restores the call number prefix and suffix fields to the holds
619 * The documentation at the top of the hold shelf slip template
621 * The cursor in the in-house use screen now automatically goes
622 to the barcode field.
623 * The in-house use screen now shows a copy status column.
624 * Add support for converting change to patron credit in the patron bills
625 interface, consistent with the XUL feature.
626 * Fixes a bug that caused pickup/request library fields to be
628 * Fixes a bug in the offline org unit tree.
630 Command-line system administration
631 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
633 * The novelist entry in `eg_vhost.conf` includes two new
635 * Corrects an issue with the `--max-sleep` argument on the
636 `action_trigger_runner.pl` support script.
637 * Corrects an issue with how the `eg_pbx_allocator.pl` script
638 detects an existing lock file.
639 * The 3.0.2-3.0.3 upgrade script disables triggers before
640 recalculating bib visibility.
645 * Fixes an issue that caused records with located URIs to be
646 retrieved in Copy Location and Copy Location Group searches.
647 * Fixes an error message that appeared in the search box
648 in the public catalog while placing hold after an advanced search.
649 * Restores the display of copy information for the user's
650 preferred library in the public catalog.
651 * Author and contributor names are no longer highlighted in
652 search results when the user has turned off highlighting.
653 * Fixes regression errors in the search results page.
654 * Removes redundant call numbers from the Show More Details
656 * The cast field in the catalog is now taken from the 511 field
657 when first indicator = 1, rather than the 508.
658 * Fixes a display issue caused by editing holds.
659 * Repairs broken author search links on the catalog record page.
664 * Fixes an issue that prevented users from searching for
665 receivable issues using Database ID or ISSN in the Serials
666 Batch Receive interface.
670 * Pins AngularJS support to version 1.6, which prevents unsupported
671 AngularJS versions (such as 1.7) from breaking the build process.
672 * Adds some padding to the bottom of Web Client interfaces.
673 * Logins now honor all org unit timeout settings.
674 * Evergreen will now identify and handle invalid timezones.
675 * Fixes an issue where a column header in some interfaces were automatically
676 highlighted in green when retrieving the interface.
677 * The parts column in the Item Status screen now displays parts data.
682 We would like to thank the following individuals who contributed code,
683 tests and documentation patches to the 3.1.2 point release of
719 This release contains bug fixes improving on Evergreen 3.1.0.
721 * Fixes a performance issue with the Patron Billing History screen and
722 other screens that cause Flattener.pm to re-create joins
724 * Fixes an issue that prevented patron alerts from showing to staff at
726 * Corrects the "Holdable" attribute display on the Item Status detailed
728 * Fixes the ability to delete multiple copies from Item Status.
732 We would like to thank the following individuals who contributed code,
733 tests and documentation patches to the 3.1.1 point release of
748 Like many major Evergreen upgrades, 3.1 requires a full reingest of your
749 bibliographic records before the system is usable again. While a basic reingest
750 is included at the end of the upgrade script, it happens after the main
751 COMMIT, so it is safe to cancel that and run the required reingest as you see
752 fit (e.g. via pingest.pl).
761 New Latency Tester Tool
762 ^^^^^^^^^^^^^^^^^^^^^^^
763 The Evergreen Web Staff Client now includes a section called *Tests* linked from
764 *Administration -> Workstation*. The *Tests* page houses a simple tool
765 that can be used to test the latency of the websocket connection between the
766 client and the server (via the `opensrf.echo` service).
768 This page displays which Evergreen host server is being queried. Upon hitting
769 the blue "Start Test" button for the first time, it will issue 10 sequentially
770 fired requests in order to get a solid initial average. Clicking the button a
771 second time will take one more measurement and recalculate the average
772 latency. The results can be copied to clipboard for troubleshooting purposes
773 and also cleared from display.
775 marc_export --uris option
776 ^^^^^^^^^^^^^^^^^^^^^^^^^
777 The marc_export support script now has a `--uris` option (short form:
778 `-u`) to export records with located URIs (i.e. electronic resources). When
779 used by itself, it will export only records that have located URIs. When
780 used in conjunction with `--items`, it will add records with located URIs
781 but no items/copies to the output. If combined with a `--library` or
782 `--descendants` option, this option will limit its output to those
783 records with URIs at the designated libraries. The best way to use
784 this option is in combination with the `--items` and one of the
785 `--library` or `--descendants` options to export *all* of a library's
786 holdings both physical and electronic.
792 Sample Data Includes Surveys
793 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
794 The Concerto sample data set now includes patron surveys, questions,
795 answers, and responses.
797 Virtual Index Definitions
798 ^^^^^^^^^^^^^^^^^^^^^^^^^
799 The practical purpose of Virtual Index Definitions is to supply an Evergreen
800 administrator with the ability to control the weighting and field inclusion of
801 values in the general keyword index, commonly referred to as "the blob,"
802 without requiring tricky configuration that has subtle semantics, an
803 over-abundance of index definitions which can slow search generally, or the
804 need to reingest all records on a regular basis as experiments are performed
805 and the configuration refined. Significant results of recasting keyword indexes
806 as a set of one or more Virtual Index Definitions will be simpler search
807 configuration management, faster search speed overall, and more practical
808 reconfiguration and adjustment as needed.
810 Previously, in order to provide field-specific weighting to
811 keyword matches against titles or authors, an administrator must duplicate many
812 other index definitions and supply overriding weights to those duplicates. This
813 not only complicates configuration, but slows down record ingest as well as
814 search. It is also fairly ineffective at achieving the goal of weighted keyword
815 fields. Virtual Index Definitions will substantially alleviate the need for
816 these workarounds and their consequences.
818 * A Virtual Index Definition does not require any configuration for
819 extracting bibliographic data from records, but instead can become a sink for
820 data collected by other index definitions, which is then colocated together to
821 supply a search target made up of the separately extracted data. Virtual Index
822 Definitions are effectively treated as aggregate definitions, matching across
823 all values extracted from constituent non-virtual index definitions. They can
824 further make use of the Combined class functionality to colocate all values in a
825 class together for matching even across virtual fields.
827 * Configuration allows for weighting of constituent index definitions that
828 participate in a Virtual Index Definition. This weighting is separate from the
829 weighting supplied when the index definition itself is a search target.
831 * The Evergreen QueryParser driver returns the list of fields actually
832 searched using every user-supplied term set, including constituent expansion
833 when a Virtual Index Definition is searched. In particular, this will facilitate
834 Search Term Highlighting described below.
836 * Stock configuration changes make use of pre-existing, non-virtual index
837 definitions mapped to new a Virtual Index Definition that implements the
838 functionality provided by the `keyword|keyword` index definition. The
839 `keyword|keyword` definition is left in place for the time being, until more data
840 can be gathered about the real-world effect of removing it entirely and
841 replacing it with Virtual Index Definition mappings.
843 * New system administration functions will be created to facilitate
844 modification of Virtual Index Definition mapping, avoiding the need for a full
845 reingest when existing index definitions are added or removed from a virtual
848 Increased use of Metabib Display Fields
849 +++++++++++++++++++++++++++++++++++++++
850 We use Metabib Display Fields (newly available in 3.0) to render catalog search
851 results, intermediate metarecord results, and record detail pages. This requires
852 the addition of several new Metabib Display Field definitions, as well as Perl
853 services to gather and render the data.
855 We also use more Metabib Display Fields in the client. As a result,
856 bibliographic fields will display in proper case in more client interfaces and
857 in Evergreen reports.
861 A new AngularJS "MARC Search/Facet Fields" interface has been created to replace
862 the Dojo version, and both have been extended to support Virtual Index
863 Definition data supplier mapping and weighting.
865 Settings & Permissions
866 ++++++++++++++++++++++
867 The new Virtual Index Definition data supplier mapping table,
868 `config.metabib_field_virtual_map`, requires the same permissions as the
869 MARC Search/Facet Fields interface: CREATE_METABIB_FIELD, UPDATE_METABIB_FIELD,
870 DELETE_METABIB_FIELD, or ADMIN_METABIB_FIELD for all actions
874 There now exist several new database tables and functions primarily in support
875 of search highlighting. Additionally, the QueryParser driver for Evergreen has
876 been augmented to be able to return a data structure describing how the search
877 was performed, in a way that allows a separate support API to gather a
878 highlighted version of the Display Field data for a given record.
882 By default, the following fields will be weighted more heavily in keyword
883 searches. Administrators can change these defaults by changing the values in the
884 "All searchable fields" virtual index in the "MARC Search/Facet Fields"
888 * Main title (a new index limited to the words in the 245a)
892 In addition, note indexes and the physical description index will receive
893 less weight in default keyword searches.
895 Re-ingest or Indexing Dependencies
896 ++++++++++++++++++++++++++++++++++
897 With the addition and modification of many Index Definitions, a full reingest is
898 recommended. However, search will continue to work as it did previously
899 for those records that have not yet been reingested. Therefore a slow, rolling
900 reingest is recommended.
902 Performance Implications or Concerns
903 ++++++++++++++++++++++++++++++++++++
904 Because the Metabib Display Fields infrastructure will eventually replace
905 functionality that is significantly more CPU-intensive in the various forms of
906 XML parsing, XSLT transformation, XPath calculation, and
907 Metabib Virtual Record construction, it is expected that the overall CPU load
908 will be reduced by this development, and ideally the overall time required to
909 perform and render a search will likewise drop. It is unlikely that the speed
910 increase will be visible to users on a per-search basis, but that search in
911 aggregate will become a smaller consumer of resources.
919 When 2 or more bib records are merged, all records involved are stamped
920 with a new `merge_date` value. For any bib record, this field indicates
921 the last time it was involved in a merge. At the same time, all
922 subordinate records (i.e. those deleted as a product of the merge) are
923 stamped with a `merged_to` value indicating which bib record the source
924 record was merged with.
926 In the browser client bib record display, a warning alert now appears
927 along the top of the page (below the Deleted alert) indicating when a
928 record was used in a merge, when it was merged, and which record it was
929 merge with, rendered as a link to the target record.
935 Alternate Patron Hold Pickup
936 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
937 This feature adds a bit of convenience to a common task: checking out
938 an item on hold to another patron (typically a family member or helper).
940 When you checkout the item, you will get a pop-up window with warnings associated
941 with this item. The "ITEM_ON_HOLDS_SHELF" message is now expanded to
943 * Let you know the name of the person who had placed the hold.
944 * Give you the option (in the form of a checkbox) of cancelling the
945 hold placed by the above-named patron. (Checked = Cancel the hold;
946 Unchecked = Leave the hold in place)
948 The initial value of the checkbox is derived from the
949 `circ.clear_hold_on_checkout` organizational setting.
951 If the operator has CANCEL_HOLD privilege, then if the checkbox is checked and
952 the checkout is allowed to proceed, the hold will be cancelled with a note that
953 the item was checked out to another patron.
955 This feature is available in the browser-based staff client.
957 New Patron Billing Statement
958 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
959 The Evergreen web staff client now includes a patron billing statement,
960 which summarizes a patron's bills, credits and payments in a familiar
961 layout. This can be found on the "Statement" tab of the Patron Bill
962 Details page. (From the Patron Bills page, double-click a row to view
963 its details, or choose "Full Details" from the Actions menu.)
965 Enhanced Billing Timestamp Support
966 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
967 Previously, billings had to make do with a single timestamp attempting
968 to fill two different roles. In the case of an overdue fine, the
969 timestamp represented the *end* of the fine period for that billing,
970 while for all other fines, the timestamp was merely the time the bill
971 was created. This setup generally worked, but not without confusion,
972 and limited our ability to understand and process the data.
974 Billings will now have up to three timestamps: a create date, and when
975 applicable, a fine period start and a fine period end. This clarifies
976 and simplifies things like backdating, retrospective fine generation,
977 account balancing for negative balance avoidance, and billing timeline
980 Copy Alerts and Suppression Matrix
981 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
982 The Copy Alerts feature allows library staff to add customized alert
983 messages to copies. The copy alerts will appear when a specific event
984 takes place, such as when the copy is checked in, checked out, or
985 renewed. Alerts can be temporary or persistent: temporary alerts will be
986 disabled after the initial alert and acknowledgement from staff, while
987 persistent alerts will display each time the alert event takes place.
988 Copy Alerts can be configured to display at the circulating or owning
989 library only or, alternatively, when the library at which the alert
990 event takes place is not the circulating or owning library. Copy Alerts
991 can also be configured to provide options for the next copy status that
992 should be applied to an item. Library administrators will have the
993 ability to create and customize Copy Alert Types and to suppress copy
994 alerts at specific org units.
996 Copy alerts can be added via the volume/creator and the check in,
997 check out, and renew pages. Copy alerts can also be managed at the
1000 Copy alert types can be managed via the Copy Alert Types page in
1001 Local Administration, and suppression of them can be administered
1002 via the Copy Alert Suppression page under Local Administration.
1004 Place Multiple Holds At Once
1005 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1006 Users with the appropriate permissions now have the ability to place multiple
1007 title/metarecords holds at once. This feature is especially beneficial for book
1008 clubs and reading groups, which need to place holds on multiple copies of a
1011 In order to use the feature:
1013 * Set the _Maximum number of duplicate holds allowed_ Library Setting
1014 (`circ.holds.max_duplicate_holds`) to a number higher than 1
1015 * Log in as a user with the CREATE_DUPLICATE_HOLDS
1017 When placing a title or metarecord hold, a _Number of copies_ field will
1018 display for these users. This field is not available when placing part, volume
1021 This feature does not change the way in which the system fills holds. The
1022 multiple holds will fill in the same way that they would if the user had placed
1023 multiple holds separately.
1025 New Notice Columns in Items Out Grid
1026 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1027 The grid in the patron "items out" page in the Evergreen web staff client has two new
1028 columns indicating the number of notifications generated for a given loan and the date of
1029 the most recent notification. These columns will allow circulation staff to better respond to
1030 patron questions about whether they were sent notification about an overdue item.
1032 The columns are based on the number of completed Action Trigger events on the
1033 loan that have a 'checkout.due' hook. In other words, they would include overdue
1034 and courtesy notices.
1036 A new library setting, "Exclude Courtesy Notices from Patrons Itemsout Notices Count",
1037 if set will cause the notice count and date fields to exclude courtesy notices.
1039 Patron Email Addresses Now Clickable In Web Staff Client
1040 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1041 Adds a mailto link to the patron's email in their profile so it can
1042 be clicked to send and email to the patron. No new settings or
1043 permissions are included in this feature.
1045 Pickup Library for Staff-placed Holds
1046 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1047 Adds a new library setting, _circ.staff_placed_holds_fallback_to_ws_ou_,
1048 that helps determine the hold pickup library in cases where patrons don't
1049 have a preferred hold pickup library in their account and a staff member
1050 is placing the hold on their behalf.
1052 * When this setting is true and the patron doesn't have a preferred
1053 library listed, the hold pickup library will default to the
1054 workstation's organizational unit.
1055 * When this setting is false and the patron doesn't have a preferred
1056 library listed, the hold pickup library will default to the
1057 patron's home library.
1062 Search Term Highlighting
1063 ^^^^^^^^^^^^^^^^^^^^^^^^
1064 Evergreen now highlights search terms on the public catalog's main search
1065 results page, the record detail page, and intermediate pages such as metarecord
1066 grouped results page. Highlighting search terms will help the user determine why
1067 a particular record (or set of records) was retrieved.
1069 Highlighting of matched terms uses the same stemming used to accomplish the
1070 search, as configured per field and class.
1072 This feature will help the user more quickly determine the relevance of a
1073 particular record by calling their attention to search terms in context. Lastly,
1074 it will help familiarize the user with how records are searched, including which
1075 fields are searched as well as exposing concepts like stemming.
1077 You can turn off search term highlighting by uncommenting the line
1078 `search.no_highlight = 1;` in `config.tt2`.
1080 When highlighting is generally enabled, it may be turned on or off on a per-page
1081 basis through the use of a UI component which will request the page again
1082 without highlighting.
1084 Highlighting of terms uses Template::Toolkit-driven CSS. A generic CSS class
1085 identifying a highlighted term, along with CSS classes identifying the search
1086 class and each search field are available for use for customization of the
1087 highlighting. A stock CSS template is provided as a baseline upon which sites
1091 Copy Location Filter Displays for System Searches
1092 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1093 The Shelving Location filter now displays on the advanced search page when
1094 a search is scoped to a library system, not just to an individual branch. If
1095 a library system is selected as the Search Library, the shelving location
1096 limiter will display any shelving location that is owned by the selected system
1097 or by the consortium. It will NOT display shelving locations owned by child
1100 Multi-source Attributes
1101 ^^^^^^^^^^^^^^^^^^^^^^^
1102 We now allow record attribute definitions to extract data using more than
1103 one strategy (XPath, tag+subfield, fixed field, etc.) as long as the values
1104 from various sources would, after normalization, have the same shape.
1108 This change allows us to configure multilingual search, by extracting values
1109 from both the 008 controlfield and the 041 datafield. Because the values
1110 in each can be normalized to the same controlled list (and, in practice, are
1111 already from the same normalized value set), catalog searches can now use normal
1112 boolean search semantics to find records with various combinations of
1113 language attributes.
1115 E.g., in the concerto test data:
1117 * `keyword: piano item_lang(eng) item_lang(ita)`
1120 Optional Display of Badges in Catalog
1121 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1122 A new setting controls whether badges (popularity, etc.) are displayed
1123 in the catalog. If you do not wish badges to be displayed, set the
1124 `ctx.hide_badge_scores` setting to "true" in `config.tt2`.
1130 Fixes to patron name/username search indexes
1131 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1132 When using pg_restore to restore an Evergreen database, some of the
1133 indexes used to speed up patron searches on names and usernames
1136 This release fixes the underlying issue and re-creates the indexes
1141 When using pg_restore to restore an affected database, the
1142 "unaccent" indexes on actor.usr would not be created due to an
1143 unqualified function reference in `evergreen.unaccent_and_squash`.
1145 The function will be replaced to resolve the search path issue,
1146 and the following indexes on actor.usr will be dropped and then
1149 * actor_usr_first_given_name_unaccent_idx;
1150 * actor_usr_second_given_name_unaccent_idx;
1151 * actor_usr_family_name_unaccent_idx;
1152 * actor_usr_usrname_unaccent_idx;
1154 This will be done even if the indexes are already present, and may
1155 take a few minutes on a database with many patrons.
1158 3.1.0 Acknowledgments
1159 ---------------------
1160 The Evergreen project would like to acknowledge the following
1161 organizations that commissioned developments in this release of
1164 * Albany Public Library (Oregon)
1165 * Consortium of Ohio Libraries
1167 * Indiana State Library
1168 * Georgia Public Library Service
1169 * Hagerstown - Jefferson Township Library
1170 * Linn-Benton Community College
1172 * Pennsylvania Integrated Library System
1173 * Sage Library System
1174 * Union County Public Library (Indiana)
1176 We would also like to thank the following individuals who contributed
1177 code, translations, documentations patches and tests to this release of
1204 We also thank the following organizations whose employees contributed
1208 * British Columbia Libraries Cooperative
1211 * Equinox Open Library Initiative
1212 * Georgia Public Library Service
1213 * Greater Clarks Hill Regional Library System
1214 * Jordanian Library and Information Association
1215 * King County Library System
1217 * Linn-Benton Community College
1220 * Traverse Area District Library
1222 We regret any omissions. If a contributor has been inadvertently
1223 missed, please open a bug at http://bugs.launchpad.net/evergreen/
projects / Evergreen.git / blob