1 = Evergreen 3.10.0 Release Notes =
8 This release contains bug fixes improving on Evergreen 3.10.0.
12 * https://bugs.launchpad.net/evergreen/+bug/2003707[Bug 2003707] - During upgrade, if you're running with `opensrf_core.xml` located anywhere other than `/openils/conf` in a single-tenant manner, make sure that `SYSCONFDIR` as set in `autogen.sh` matches what's set in the installed `Cronscript.pm`
13 * https://bugs.launchpad.net/evergreen/+bug/1998355[Bug 1998355) requires a schema update
14 * https://bugs.launchpad.net/evergreen/+bug/1441750[Bug 1441750] requires a schema update
15 * https://bugs.launchpad.net/evergreen/+bug/1995623[Bug 1995623] requires a schema update
19 ==== Acquisitions ====
21 * Fixes funds dropdown in new acqusitions interfaces (https://bugs.launchpad.net/evergreen/+bug/1999544[Bug 1999544])
22 * Opens provider link in new tab (https://bugs.launchpad.net/evergreen/+bug/2004187[Bug 2004187])
23 * Adds line item count to line item search results (https://bugs.launchpad.net/evergreen/+bug/2003947[Bug 2003947])
24 * Fixes error with saving circ mods using batch line item update (https://bugs.launchpad.net/evergreen/+bug/2002920[Bug 2002920])
25 * Fixes issue where closed invoices were showing in the link to invoice modal (https://bugs.launchpad.net/evergreen/+bug/1999268[Bug 1999268])
26 * Moves line item loading progress bar to the summary area (https://bugs.launchpad.net/evergreen/+bug/1999410[Bug 1999410])
28 ==== Administration ====
30 * `autogen.sh` can now accept a `-c` switch to specify the location of `opensrf_core.xml`. This is useful for certain multi-tenant setups of Evergreen. (https://bugs.launchpad.net/evergreen/+bug/2003707[Bug 2003707])
31 * Avoids permission lookup when there's no authtoken (https://bugs.launchpad.net/evergreen/+bug/1990306[Bug 1990306])
32 * Fixes an issue with `marc_stream_importer.pl` temp file creation (https://bugs.launchpad.net/evergreen/+bug/1943634[Bug 1943634])
33 * Adds patron database ID to Stripe payment record (https://bugs.launchpad.net/evergreen/+bug/1969994[Bug 1969994])
34 * Fix to prevent multiple server processes from being created by `oils_ct.sh` (https://bugs.launchpad.net/evergreen/+bug/1908455[Bug 1908455])
35 * Fixes an issue where last-copy delete was not creating hold notices (https://bugs.launchpad.net/evergreen/+bug/2007591[Bug 2007591])
36 * Fix to reduce bloating of `search.symspell_dictionary` (https://bugs.launchpad.net/evergreen/+bug/1998355[Bug 1998355)]
37 * Fix to allow legacy `mod_perl` handlers to check `eg.auth.token` (https://bugs.launchpad.net/evergreen/+bug/1996908[Bug 1996908])
38 * Fix to change legacy `ARRAY_TO_STRING(ARRAY_AGG())\ functions to `STRING_AGG()` functions (https://bugs.launchpad.net/evergreen/+bug/1441750[Bug 1441750])
39 * Fixes typo in `AddedContent.pm` (https://bugs.launchpad.net/evergreen/+bug/2012105[Bug 2012105])
40 * Fixes permissions check in Library Settings Editor (https://bugs.launchpad.net/evergreen/+bug/2006749[Bug 2006749])
41 * Fixes regression introduced in patch for https://bugs.launchpad.net/evergreen/+bug/2006749[Bug 2006749] (https://bugs.launchpad.net/evergreen/+bug/2007880[Bug 2007880])
42 * Search performance improvements for PostgreSQL 12+ (https://bugs.launchpad.net/evergreen/+bug/1999274[Bug 1999274])
46 * Fixes an error emailing records from the staff catalog & OPAC (https://bugs.launchpad.net/evergreen/+bug/1955079[Bug 1955079])
47 * Removes deleted call numbers from shelf browse (https://bugs.launchpad.net/evergreen/+bug/2003742[Bug 2003742])
48 * Adds accessible search form labels to staff catalog search form (https://bugs.launchpad.net/evergreen/+bug/1998855[Bug 1998855])
49 * Adjusts styling of disable search menu items in staff catalog search (https://bugs.launchpad.net/evergreen/+bug/1998969[Bug 1998969])
50 * Adds keyboard navigation support to menus within staff catalog bib records (https://bugs.launchpad.net/evergreen/+bug/1814978[Bug 1814978])
54 * Fixes issue where holdings template importer wouldn't import the full file (https://bugs.launchpad.net/evergreen/+bug/1980544[Bug 1980544])
55 * Fixes an issue where statcats in holding templates wouldn't save correctly (https://bugs.launchpad.net/evergreen/+bug/1999696[Bug 1999696])
56 * Fixes inconsistent button placement in delete holdings modal (https://bugs.launchpad.net/evergreen/+bug/1945355[Bug 1945355])
57 * Adds styling to show that a holding template changed a statcat value (https://bugs.launchpad.net/evergreen/+bug/2003755[Bug 2003755])
58 * Fixes erroneous error messge in cover image upload modal (https://bugs.launchpad.net/evergreen/+bug/1988321[Bug 1988321])
59 * Fixes an issue where last-copy delete was not creating hold notices (https://bugs.launchpad.net/evergreen/+bug/2007591[Bug 2007591])
60 * Restores the ability to create empty call numbers in the holdings editor (https://bugs.launchpad.net/evergreen/+bug/1998494[Bug 1998494])
61 * Adds input labels in the manage authorities interface fields (https://bugs.launchpad.net/evergreen/+bug/1989284[Bug 1989284)]
62 * Fixes MARC editor heading linker for fields 600, 651, and 655 (https://bugs.launchpad.net/evergreen/+bug/2007351[Bug 2007351])
63 * Protects "magic" statuses from overwrite when using holdings editor template (https://bugs.launchpad.net/evergreen/+bug/1999401[Bug 1999401])
64 * Prevents deletion of shelving locations with items attached + adds undelete action on shelving location editor (https://bugs.launchpad.net/evergreen/+bug/2002435[Bug 2002435])
65 * Fixes item tag scoping in holdings editor (https://bugs.launchpad.net/evergreen/+bug/1965447[Bug 1965447])
69 * Clears `hopeless_date` when hold is captured (https://bugs.launchpad.net/evergreen/+bug/1915440[Bug 1915440])
70 * Fixes an issue where large hold shelf lists could fail to load (https://bugs.launchpad.net/evergreen/+bug/1971745[Bug 1971745])
71 * Fixes slowness in the holds shelf query (https://bugs.launchpad.net/evergreen/+bug/1971745[Bug 1971745])
72 * Fixes an issue where the patron registration form sent unnecessarily large amount of data upon save (https://bugs.launchpad.net/evergreen/+bug/1976126[Bug 1976126])
73 * Fixes display issue with depth selector in patron note modal (https://bugs.launchpad.net/evergreen/+bug/1980874[Bug 1980874])
74 * Adds labels to metarecord holds checkboxes in staff client + alt-text for decorative image (https://bugs.launchpad.net/evergreen/+bug/1999304[Bug 1999304])
75 * Removes extra "pre-fetch all holds" checkbox from view holds page (https://bugs.launchpad.net/evergreen/+bug/2002337[Bug 2002337])
79 * Adds localization to Record Summary heading (https://bugs.launchpad.net/evergreen/+bug/1999446[Bug 1999446])
80 * Fixes color contrast on modal headers (https://bugs.launchpad.net/evergreen/+bug/1999954[Bug 1999954])
81 * Adds a user-visible error if a user attempts to login to the staff client without STAFF_LOGIN permissions (https://bugs.launchpad.net/evergreen/+bug/1969641[Bug 1969641])
82 * Fixes grid refresh issue on old Dojo grids (https://bugs.launchpad.net/evergreen/+bug/1625192[Bug 1625192])
83 * Fixes shelving location selector that was broken in several interfaces (https://bugs.launchpad.net/evergreen/+bug/1995418[Bug 1995418]
84 * Angular fixes including removing alert_message from print template, adding min/max to date picker, and preventing selecting a past date at checkout (https://bugs.launchpad.net/evergreen/+bug/1995623[Bug 1995623])
85 * Adds offline message to Angular login page (https://bugs.launchpad.net/evergreen/+bug/1958258[Bug 1958258])
86 * Adjusts staff interface badges to comply with color contrast guidelines (https://bugs.launchpad.net/evergreen/+bug/1999282[Bug 1999282])
87 * Fixes Angular login redirect issue (https://bugs.launchpad.net/evergreen/+bug/2006513[Bug 2006513])
88 * Increases color contrast on staff client links and buttons (https://bugs.launchpad.net/evergreen/+bug/1991562[Bug 1991562])
91 ==== Documentation ====
93 * Updates to Standing Penalties and Group Penalty Thresholds documentation
94 * Updates `create_release_notes.sh` to use asciidoctor formatting (https://bugs.launchpad.net/evergreen/+bug/1995653[Bug 1995653)]
95 * Adds Evergreen Web Services documentation
96 * Adds Mark Item as Missing Pieces documentation (https://bugs.launchpad.net/evergreen/+bug/1706664[Bug 1706664])
97 * Updates to Server Installation documentation for current ng-build parameters (https://bugs.launchpad.net/evergreen/+bug/1863921[Bug 1863921])
98 * Updates to Web Client Best Practices documentation
99 * Updates to Describing Your Organization documentation
100 * Updates to Load MARC Order Records documentation
101 * Updates to Purchase Order, Selection Lists, and Line Items documentation
105 * Fixes Google Books preview (https://bugs.launchpad.net/evergreen/+bug/1955403[Bug 1955403])
106 * Fixes patron address alignment (https://bugs.launchpad.net/evergreen/+bug/1944602[Bug 1944602])
107 * Fixes button arrangement in MyAccount holds interface (https://bugs.launchpad.net/evergreen/+bug/1980275[Bug 1980275])
108 * Fixes alignment in publication year search filter fields (https://bugs.launchpad.net/evergreen/+bug/1974581[Bug 1974581])
109 * Fixes an issue with holds history pagination (https://bugs.launchpad.net/evergreen/+bug/1422927[Bug 1422927])
110 * Adds localization to sr-only, aria-label, and title fields (https://bugs.launchpad.net/evergreen/+bug/1992490[Bug 1992490])
111 * Fixes an error emailing records from the staff catalog & OPAC (https://bugs.launchpad.net/evergreen/+bug/1955079[Bug 1955079])
112 * Fixes display problem in 856 subfields $n, $z, and $3 (https://bugs.launchpad.net/evergreen/+bug/1966995[Bug 1966995])
113 * Fixes facet display issue in grouped record search results (https://bugs.launchpad.net/evergreen/+bug/1980304[Bug 1980304])
114 * Fixes small-screen display issue with navigation links in copy table (https://bugs.launchpad.net/evergreen/+bug/1983729[Bug 1983729])
115 * Fixes small-screen display issue with table displays (https://bugs.launchpad.net/evergreen/+bug/1984269[Bug 1984269])
116 * Corrects duplicate DOB display in patron self-registration form (https://bugs.launchpad.net/evergreen/+bug/1965065[Bug 1965065])
117 * Fixes display issue with applied filters (https://bugs.launchpad.net/evergreen/+bug/1980302[Bug 1980302])
118 * Fixes syntax error introduced in bug https://bugs.launchpad.net/evergreen/+bug/1992490[Bug 1992490] (https://bugs.launchpad.net/evergreen/+bug/2008925[Bug 2008925])
119 * Fixes styling of patron messages (https://bugs.launchpad.net/evergreen/+bug/1980142[Bug 1980142])
121 ==== Miscellaneous ====
123 * Fixes field order in New Survey modal (https://bugs.launchpad.net/evergreen/+bug/1991590[Bug 1991590])
124 * Changes Angular `styleext` setting to `style` (https://bugs.launchpad.net/evergreen/+bug/1995211[Bug 1995211])
128 * Fixes an error with display of certain shared reports folders (https://bugs.launchpad.net/evergreen/+bug/1999944[Bug 1999944])
131 === Acknowledgements ===
133 We would like to thank the following individuals who contributed code, testing, and documentation to the 3.10.1 point release of Evergreen:
145 * Blake Graham-Henderson
159 * Andrea Buntz Neiman
172 == Evergreen 3.10.0 ==
174 === Upgrade notes ===
176 The database update includes a partial reingest.
181 ==== Acquisitions ====
183 ===== Further Angularization of Acquisitions Interfaces =====
185 The following acquisitions interfaces were rewritten in Angular:
187 * Purchase Orders and Selection Lists
188 * Line Item management, including
189 ** Receiving and claiming
190 ** Creation of line item items singly and in batch
191 * Load MARC Order Records
193 Improvements over the previous interfaces include:
195 * The line item table can now be sorted and filtered
196 * New settings to control the owning library that is
197 applied to auto-created line item items.
199 ===== Support for Advanced Shipment Notices in Acquisitions =====
201 This version of Evergreen supports DESADV EDI messages. These messages are
202 created by vendors when they pack and ship items, and contain:
204 * A list of dispatched POs, lineitems, and the number of items per lineitem.
205 * A package-level barcode (e.g. https://en.wikipedia.org/wiki/Serial_shipping_container_code) that represents the package as a whole.
207 Staff can scan that package-level barcode to retrieve information on every
208 item in the package, including an option to auto-receive every item in the box.
210 ===== New column in General Acquisitions Search =====
212 The general acquisitions search grid now has a column
213 for purchase order ID.
215 ===== New Permission for Fund Rollovers =====
217 A new permission, `ADMIN_FUND_ROLLOVER`, is added to control access
218 to the fund rollover function. This allows having some users be able
219 to manage funds without being to invoke the rollover action, as
220 rollovers can be hard to undo.
222 During upgrade, any permission group with the `ADMIN_FUND` permission
223 will get the new `ADMIN_FUND_ROLLOVER` permission to avoid surprises.
224 Consequently, an Evergreen administrator who wishes to lock down
225 access to the feature should follow up by removing the new permission
228 In new databases, `ADMIN_FUND_ROLLOVER` is granted only to the stock
229 Acquisitions Administrators permission group.
231 ===== Inactive funds can no longer make allocations or transfers =====
233 In the Funds Administration page, if a fund is not marked as
234 active, the "Create allocation" and "Transfer money" options
235 will no longer be available.
237 In the occassional cases where these operations are necessary,
238 you can edit the fund to mark it active, perform your financial
239 operations, then mark it inactive again.
241 ==== Administration ====
243 ===== Geosort feature can now use Bing Maps API =====
245 The API can be configured at *Server Administration*
246 -> *Geographic Location Service*.
248 ===== Refresh Time for Carousel =====
250 This adds the time (rather than just the date) to the
251 Last Refresh Time column of the Local Administration >
254 ===== Hours of Operation Note field =====
256 Adds a note field to each day's hours to record split hours or service related notes. The notes appear enclosed in parentheses next to each day's hours when viewing a library's hours in the Bootstrap OPAC and TPAC
258 ===== HTML email =====
260 Administrators can now configure action triggers to send HTML-formatted
261 email. Evergreen continues to send emails in plain-text by default, but
262 you can now configure an email template to send as HTML by adding the appropriate
263 header to the email. For example: Content-Type: text/html;charset=utf-8
265 ===== Match Quality Ratio Option Added to marc_stream_importer.pl =====
267 Command line options have been added to the marc_stream_importer.pl
268 support script to specify the match quality ratio used when matching
269 bibliographic or authority records for overlay:
271 * --bib-match-quality-ratio
272 * --auth-match-quality-ratio
274 These options specify the match quality ratio, as a decimal number
275 (i.e. 1.0), for overlay of records with the overlay on 1 match
276 options. They correspond to the similar options in the staff client
279 ===== Configuring sign-on to OpenAthens =====
282 ====== Purpose ======
284 If your institution uses OpenAthens, you can configure Evergreen to sign
285 patrons in to OpenAthens using their Evergreen account. This will let them
286 connect to OpenAthens resources seamlessly once they have logged in to
287 Evergreen. Patrons are assigned an OpenAthens identity dynamically based
288 on their Evergreen login, and do not need accounts created manually in
291 ====== Registering your Evergreen installation with the OpenAthens service ======
293 Using your OpenAthens administrator account at https://admin.openathens.net/,
294 complete the following steps:
296 . Register a local authentication connection for Evergreen:
297 .. Go to *Management* -> *Connections*.
298 .. Under *Local authentication* click *Create*.
299 .. In the wizard that appears, select *Evergreen* as the local authentication
300 system type (or *API* if Evergreen is not listed) and click *Configure*.
301 .. For *Display name*, enter the name of your Evergreen portal that your
302 patrons will be familiar with. They will need to be able to recognise and
303 select this name from a list of sign-in options on OpenAthens.
304 .. For *Callback URL* enter *https://<HOSTNAME>/eg/opac/sso/openathens* where
305 <HOSTNAME> is the public hostname of your Evergreen installation, and click
306 *Save*. (If you have installed Evergreen somewhere other than /eg, modify the
308 .. On the details page that appears, take a copy of the *Connection ID* and
309 *Connection URI* that have been generated. You will need these when
310 configuring Evergreen.
311 . Generate an API key:
312 .. Go to *Management* -> *API keys* and click *Create*.
313 .. For *Name*, enter 'Evergreen' or whatever name you use for your Evergreen
314 portal internally, and click *Save*.
315 .. Take a copy of the 36-character key that has been generated. You will need
316 this when configuring Evergreen.
318 Full OpenAthens documentation for local authentication API connections is
319 available at http://docs.openathens.net/display/public/MD/API+connector.
321 ====== Configuring Evergreen ======
323 OpenAthens sign-on is configured in the staff client under *Local
324 Administration* -> *OpenAthens Sign-on*. To make a connection, select *New
325 Sign-on to OpenAthens*, and set the values as follows:
327 * *Owner* - the organisation within your library hierarchy that owns the
328 connection to OpenAthens. If your whole consortium has signed up to OpenAthens
329 as a single customer, then you would select the top-level. If only one
330 regional library system or branch is the OpenAthens customer, select that.
331 Whichever organisation you select, the OpenAthens connection will take effect
332 for all libraries below it in your organisational hierarchy. A single
333 OpenAthens sign-on configuration normally equates to a single *domain* in the
334 OpenAthens service. If in doubt refer to your OpenAthens account manager or
335 implementation partner.
336 * *Active* - Enable this connection (enabled by default). N.B. Evergreen
337 does not support more than one active connection to OpenAthens at a time per
338 organisation. If more than one connection is added per organisation,
339 Evergreen will use only the _first_ connection that has *Active* enabled.
340 * *API key* - the 36-character OpenAthens *API key* that was generated in step
342 * *Connection ID* - the numerical *Connection ID* that was generated for the
343 OpenAthens local authentication connection in step 1 above.
344 * *Connection URI* - the *Connection URI* that was generated for the
345 OpenAthens local authentication connection in step 1 above.
346 * *Auto sign-on* - controls _when_ patrons are signed on to OpenAthens:
347 ** *enabled* (recommended) - As soon as a patron logs in to Evergreen, they
348 are signed in to OpenAthens. This happens via a quick redirect that the user
350 ** *disabled* - The patron is not signed in to OpenAthens to start with. When
351 they first access an OpenAthens-protected resource, they will need to search
352 for your institution at the OpenAthens log-in page and choose your Evergreen
353 portal as the sign-in method (they will see the name you entered as the
354 *Display name* in step 1 above). Evergreen will then prompt for log-in if
355 they have not already logged in. After that, they are signed in to OpenAthens
356 and OpenAthens redirects them to the resource.
357 * *Auto sign-out* - controls whether the patron is signed out of OpenAthens
358 when they log out of Evergreen. If *enabled* the patron will be sent to the
359 OpenAthens sign-out page when they log out of Evergreen. You can optionally
360 configure the OpenAthens service to send them back to your home page again
361 after this; the setting can be found at https://admin.openathens.net/ under
362 *Preferences* -> *Domain* -> *After sign out*.
363 * *Unique identifier field* - controls which attribute of patron accounts is
364 used as the unique identifier in OpenAthens. The supported values are 'id'
365 and 'usrname', but you should leave this set to the default value of 'id'
366 unless you have a reason to do otherwise. It is important that this attribute
367 does not change during the lifetime of a patron account, otherwise they would
368 lose any personalised settings they have saved on third party resources. It
369 is also important that you do not re-use old patron accounts for new users,
370 otherwise a new user could see personalised settings saved by an old user.
371 * *Display name field* - controls which attribute of patron accounts is
372 displayed in the OpenAthens portal at https://admin.openathens.net/. (This
373 is where you can see which accounts have been used, and what use patrons are
374 making of third party resources.) The supported values are 'id', 'usrname'
375 and 'fullname'. Whichever you choose, OpenAthens will only use it within
376 your portal view; it won't be released to third-party resources.
377 * *Release X* - one setting for each of the attributes that it is possible to
378 release to OpenAthens. Depending on your user privacy policy, you can
379 configure any of these attributes to be released to OpenAthens as part of
380 the sign-on process. None are enabled by default. OpenAthens in turn doesn't
381 store or release any of these attributes to third party resources, unless
382 you configure that separately in the OpenAthens portal. You have to
383 configure this in two stages. Firstly, mapping Evergreen attributes to
384 OpenAthens attributes, and secondly releasing OpenAthens attributes to third
385 party resources. See the OpenAthens documenation pages at
386 http://docs.openathens.net/display/public/MD/Attribute+mapping and
387 http://docs.openathens.net/display/public/MD/Attribute+release. You will need
388 to know the exact names of the attributes that are released. These are listed
389 in the following table:
392 |Setting|Attribute released|Description
396 |the patron's prefix, overriden by the preferred prefix if that is set
400 |the patron's first name, overriden by the preferred first name if that is set
404 |the patron's middle name, overriden by the preferred middle name if that is set
408 |the patron's last name, overriden by the preferred last name if that is set
412 |the patron's suffix, overriden by the preferred suffix if that is set
416 |the patron's email address
418 |Release home library
420 |the _shortcode_ of the patron's home library (e.g. 'BR1' in the Concerto
425 |the patron's barcode
428 Click 'Save' to finish creating the connection. (If you can't see the
429 connection you just created for a branch library, enable the "+ Descendants"
432 ====== Network access - server ======
434 As part of the sign-on process, Evergreen makes a connection to the OpenAthens
435 service to transfer details of the user that is signing on. This data does not
436 go via the user's browser, to avoid revealing the private API key and to avoid
437 the risk of spoofing. You need to open up port 443 outbound in your firewall,
438 from your Evergreen server to login.openathens.net.
440 ====== Network access - web client ======
442 If you restrict internet access for your web client machines, you need to open
443 up port 443 outbound in your firewall, from your web clients to the following
446 * connect.openathens.net
447 * login.openathens.net
448 * wayfinder.openathens.net
450 ====== Admin permissions ======
452 To delegate OpenAthens configuration to other staff users, assign the
453 *ADMIN_OPENATHENS* permission.
455 ===== Optionally allow patrons to renew after hitting fine maximum =====
457 When a patron hits the max fine limit, a standing penalty is applied to their account. By default, that penalty (PATRON_EXCEEDS_FINES)
458 is configured to block renewals.
460 This release adds a new org unit setting, _circ.permit_renew_when_exceeds_fines_. If enabled for a particular org unit, renewals are
461 permitted (as long as all other circulation eligibility criteria are met).
463 ===== Optionally remove traditional catalog from menu =====
465 Libraries that have fully migrated to the Angular staff catalog
466 may optionally hide the "Staff Catalog (Traditional)" menu
467 options. To do so, in the Library Settings Editor, set the
468 "ui.staff.traditional_catalog.enabled" setting to False.
470 After changing the setting, you will need to log out and log
471 back in to see the changes to the menu.
473 ==== Architecture ====
475 ===== (Developer-focused) Use ESLint for eg2 =====
477 The `eg2` Angular application now uses ESLint rather than TSLint for
478 source code linting. This is motivated by the deprecation of TSLint
479 by the Angular CLI, but ESLint also offer some improvements.
481 In particular, ESLint checks the HTML templates in addition to the
482 TypeScript code. For example, it will catch uses of `==` in the
483 templates when `===` is preferred.
485 The primary ESLint rules applied to the project are configured in
486 `Open-ILS/src/eg2/.eslintrc.json`. To override them for specific
487 directories, `.eslintrc` files can be used. An example of this
488 is `Open-ILS/src/eg2/src/app/share/.eslintrc`, which turns off
489 the `angular-eslint/no-output-on-prefix` check that discourages
490 using `onFoo` as the name of `@Output()` properties. This rule
491 is now enforced in most of `eg2`, but it was decided not to immediately
492 mandate for shared components.
494 The command to run the lint checks remains the same: from
495 `Open-ILS/src/eg2/`, run `ng lint`.
497 ===== Operating System Requirements =====
499 Evergreen 3.10 now supports installation on Ubuntu 22.04 (Jammy Jellyfish).
501 This release removes support for Debian Stretch and Ubuntu 18.04 (Bionic Beaver).
505 ===== Record Note Merges =====
507 During a merge of bibliographic records notes will now merge and a
508 notation on each added that they were originally from another record.
509 A note is also added that the merge was performed.
511 ==== Circulation ====
513 ===== Experimental Angular Circulation Interfaces =====
515 This Evergreen release includes new, experimental versions of many
516 circulation interfaces. To enable these interfaces:
518 . In the Library Settings Editor, enable the setting called
519 _Enable Angular Circulation Menu_.
520 . Add the _ACCESS_ANGULAR_CIRC_ permission to any users who
521 will be testing the experimental interfaces.
523 These interfaces are experimental, and should not be used for production
524 work. Please report any issues with the interfaces at
525 https://bugs.launchpad.net/evergreen
527 ===== New Patrons with Negative Balances interface =====
529 The _Patrons with Negative Balances_ interface has been re-implemented
532 ===== OPAC-visible statisitical categories are now visible in the OPAC =====
534 This release restores a previously available feature: the ability to
535 display statistical categories (stat cats) in the OPAC. If an
536 item stat cat has "OPAC Visibility" set to true, its values will
537 display in the record page's item table, underneath the call number.
538 If a patron stat cat has "OPAC Visibility" set to true, its values
539 will display in the patron's account under Preferences ->
540 Personal Information (below the account expiration date).
542 Since these values have not been visible for some time, Evergreen
543 libraries may wish to review them before making them public. To
544 set all stat cats to private, so that OPAC visibility can be
545 restored on a case-by-case basis after review, you can use the
551 UPDATE asset.stat_cat SET opac_visible=false WHERE opac_visible=true;
554 UPDATE actor.stat_cat SET opac_visible=false WHERE opac_visible=true;
557 ===== Renewal Due Date Extended to Cover Lost Time =====
559 When an item is renewed before it's due date, libraries now have the option
560 to extend the renewal's due date to include any time lost from the early
563 For example, a 14 day checkout renewed after 12 days will result in a due date
564 on the renewal of 14 days plus 2 days to cover the lost time.
566 ====== Settings ======
568 Two new fields are available under Admin => Local Administration =>
569 Circulation Policies.
571 *Early Renewal Extends Due Date*
573 Enables this new feature for a circulation policy.
575 *Early Renewal Minimum Duration Interval*
577 Specifies the amount of time a circulation has to be checked out before a
578 renewal will result in an extended due date.
580 For example, if you wanted to support due date extensions on 14-day checkout
581 renewals, but only if the item has been checked out at least 8 days, you
582 would enter "8 days" for the value of this field.
584 If no value is set for a given matchpoint that supports renewal extension,
585 all renewals using that matchpoint will be eligible.
587 ===== Override All Option when Placing Multiple Staff Holds =====
589 When placing multiple holds in the Angular Staff Catalog, staff users with permission to override the failed holds will see an Override All button which will perform all overrides at once.
591 Overriding each failed hold individually remains an option.
593 ===== Source library addresses now available on transit slips =====
595 Transit slip templates previously could include the address of
596 the library that the item is being transitted _to_. With this
597 release, the address of the library the item is being transitted
598 _from_ is also available.
599 This change applies to both the Hold Transit Slip and the Transit
602 ===== Courses can be un-archived =====
604 Course reserves staff can now un-archive a course that was previously archived, either from
605 its course page, or from the course list.
607 Un-archiving a course makes it active again. Users with public roles in the course (such
608 as instructors) remain associated with the course. Non-public users (such as students)
613 ===== Additional trailing punctuation removed from certain fields =====
615 MarcXML facet, display, and browse fields will undergo some extra
616 cleanup before displaying to a user. Of particular note for any
617 title fields that match these criteria, ending `/`, `:`, `;`, and
620 This change does not affect MODS fields. You can check if a
621 particular field uses MarcXML or MODS in Server Administration
622 -> MARC Search/Facet Fields by consulting the Format column.
625 ==== Miscellaneous ====
627 * The Field Documentation interface (under Local Administration) has
628 been ported to Angular with an org selector as an additional filter.
629 * The Pending Users and Bucket View grids in the User Buckets interface
630 now includes a column for the patron's balance owed. (LP#1980257)
631 * Patron Interface Gets a New Penalty Refresh Action. (LP#1823225)
632 * A new workstation setting optionally allows the full library name to be
633 added to the Angular Org Unit Selector. (LP#1771636)
634 * The tabs on the Claiming Administration page have been reordered to
635 Claim Policies, Claim Policy Actions, Claim Event Types, and Claim
636 Types. This reflects the fact that Claim Types tend to be configured
637 once and are not typically adjusted when setting up a new claim
639 * Links in the staff catalog summary area now open in a new tab. (LP#1953692)
640 * The Item Status list view now includes an optional column for
641 Total Circulations. (LP#1964629)
642 * The credit card payment approval code is now available as a column in
643 the bill history payments table in the patron record. (LP#1818303)
644 * The group member details grid now contains columns for preferred names.
646 * The patron profile name is now available to the Hold Shelf Slip
647 print template as `patron.profile.name`. (LP#1724032)
648 * Removed the Message Center from the Patron -> Other Menu (deprecated),
649 added action for unarchiving Notes, and added confirmation dialogs
650 for Remove Note, Archive Note, and Unarchive Note. (LP#1977877)
651 * Curbside request notes and user messages are now purged when a user
652 record is deleted. (LP#1934162)
653 * If the patron record has a preferred name set, the SIP server now
654 returns it in response to patron lookups. (LP#1984114)
655 * The label and description of the acq.fund.allow_rollover_without_money
656 library setting are updated for greater clarity (LP#1982031)
657 * The Cash Reports interface (under Local Administration) is ported to
660 ==== Acknowledgments ====
662 The Evergreen project would like to acknowledge the following
663 organizations that commissioned developments in this release of
667 * Evergreen Community Development Initiative
668 * Equinox Open Library Initiative
669 * King County Library System
671 We would also like to thank the following individuals who contributed
672 code, translations, documentations patches and tests to this release of
689 * Blake Graham Henderson
704 * Andrea Buntz Neiman
718 We also thank the following organizations whose employees contributed
725 * Equinox Open Library Initiative
726 * Georgia Public Library Service
727 * Greater Clarks Hill Regional Library
728 * Kenton County Library
729 * King County Library System
730 * Lake Agassiz Regional Library
731 * Linn Benton Community College
735 * Princeton University
737 * Westchester Library System
739 We regret any omissions. If a contributor has been inadvertently
740 missed, please open a bug at http://bugs.launchpad.net/evergreen/