1 Evergreen 3.3 Release Notes
2 ===========================
10 This release contains bug fixes improving on Evergreen 3.3.2.
18 * Various improvements to the Angular staff catalog (https://bugs.launchpad.net/evergreen/+bug/1823367[Bug #1823367])
19 * Accessibility improvements to the date picker calendar button (https://bugs.launchpad.net/evergreen/+bug/1796903[Bug #1796903])
20 * Blank values in CSV grid downloads now show as blank instead of 'null' (https://bugs.launchpad.net/evergreen/+bug/1766982[Bug #1766982])
21 * Accessibility improvements to grid rows (https://bugs.launchpad.net/evergreen/+bug/1796936[Bug #1796936])
22 * Adds keyboard shortcuts to Angular client (https://bugs.launchpad.net/evergreen/+bug/1829567 [Bug#1829567])
23 * Fixes invalid language codes in the staff client and KPAC (https://bugs.launchpad.net/evergreen/+bug/1802593[Bug #1802593])
24 * Removes duplicate columns from several grids (https://bugs.launchpad.net/evergreen/+bug/1683385[Bug 1683385])
25 * Fixes some misleading comments in the Angular code (https://bugs.launchpad.net/evergreen/+bug/1836962[Bug #1836962])
26 * Fixes display issue with menus at certain screen resolutions (https://bugs.launchpad.net/evergreen/+bug/1813078[Bug 1813078])
27 * Fixes error display on failed Angular login (https://bugs.launchpad.net/evergreen/+bug/1834969[Bug # 1834969])
28 * Fixes rows-selected message in Angular grid (https://bugs.launchpad.net/evergreen/+bug/1832148[Bug #1832148])
29 * Fixes display error with comboboxes in accordions (https://bugs.launchpad.net/evergreen/+bug/1832146[Bug #1832146])
30 * Updates to the Angular client's .editorconfig file. (https://bugs.launchpad.net/evergreen/+bug/1838136[Bug #1838136])
35 * Adds fund year to Distribution Formula fund dropdown menu (https://bugs.launchpad.net/evergreen/+bug/1329920[Bug 1329920])
40 * Fixes errors from ng x118n (https://bugs.launchpad.net/evergreen/+bug/1835990[Bug 1835990]
45 * Extra whitespace in 856$9 subfields no longer prevents located URIs from being displayed in electronic resource records. (https://bugs.launchpad.net/evergreen/+bug/1722827[Bug #1722827])
46 * Fixes issue in Item Status import where spaces or empty lines in barcode files caused an import failure (https://bugs.launchpad.net/evergreen/+bug/1798187[Bug #1798187])
47 * The Item Status list and detail views now have the same actions available. (https://bugs.launchpad.net/evergreen/+bug/1775920[Bug #1775920])
48 * Adds record summary display to merge records (https://bugs.launchpad.net/evergreen/+bug/1739292[Bug #1739292])
49 * Fixes issue in Bucket grids where grid configurations were not saving correctly (https://bugs.launchpad.net/evergreen/+bug/1805895[Bug# 1805895])
50 * Fixes an issue with the Edit buttons in the Merge Records interface. (https://bugs.launchpad.net/evergreen/+bug/1836229[Bug #1836229])
51 * "Local catalog" is now at the top of the list of Z39.50 sources. (https://bugs.launchpad.net/evergreen/+bug/1787676[Bug #1787676])
52 * Fixes issue with authority_control_field.pl script (https://bugs.launchpad.net/evergreen/+bug/1650409[Bug #1650409])
53 * Fixes an issue with the _Clear_ button in the holdings template editor. (https://bugs.launchpad.net/evergreen/+bug/1803584[Bug #1803584])
58 * Fixes the Mark Item Damaged action (https://bugs.launchpad.net/evergreen/+bug/1759864[Bug #1759864])
59 * Fixes slowness issues with checkin and checkout grids (https://bugs.launchpad.net/evergreen/+bug/1777207[Bug #1777207])
60 * Fixes an issue that allowed staff to renew items to dates in the past. (https://bugs.launchpad.net/evergreen/+bug/1034058[Bug #1034058])
61 * Fixes an error that occured when checking in lost items when a certain setting was enabled. (https://bugs.launchpad.net/evergreen/+bug/1511765[Bug #1511765])
62 * Fixes an issue that caused the money summary to be missing from the patron record Bills tab. (https://bugs.launchpad.net/evergreen/+bug/1800484[Bug #1800484])
63 * Improves translations in Mark Damaged Popup. (https://bugs.launchpad.net/evergreen/+bug/1742523[Bug #1742523])
69 * Users can now hard code a list of filter values in a report template (https://bugs.launchpad.net/evergreen/+bug/1785061[Bug #1785061])
70 * Fixes an issue that caused column labels to re-sort when deleting fields in a template. (https://bugs.launchpad.net/evergreen/+bug/1751800[Bug #1751800])
71 * Fixes column type for Billing Totals and Billing Paid columns (https://bugs.launchpad.net/evergreen/+bug/1681930[Bug #1681930])
76 * Accessibility improvements to form fields. (https://bugs.launchpad.net/evergreen/+bug/1735768[Bug #1735768])
81 * Fixes replace barcode function in Angular staff catalog (https://bugs.launchpad.net/evergreen/+bug/1837067[Bug #1837067])
82 * Fixes retrieve last bib record in Angular staff catalog (https://bugs.launchpad.net/evergreen/+bug/1830424[Bug #1830424])
83 * Makes patron barcode clickable in Angular holds grid (https://bugs.launchpad.net/evergreen/+bug/1839548[Bug #1839548])
87 We would like to thank the following individuals who contributed code,
88 testing and documentation patches to the 3.3.3 point release of
122 This release contains bug fixes improving on Evergreen 3.3.1.
123 All bug fixes refer to the web staff client unless otherwise specified.
130 * Corrects a rounding error that caused fines to exceed the max fines
132 (https://bugs.launchpad.net/evergreen/+bug/1704819[Bug #1704819])
133 * Corrects an issue with printing Items Out receipts
134 (https://bugs.launchpad.net/evergreen/+bug/1790896[Bug #1790896])
135 * SIP Visa payments are now recorded as credit card, rather than cash
137 (https://bugs.launchpad.net/evergreen/+bug/1796942[Bug #1796942])
138 * Converting change to patron credit no longer requires staff members
139 to refresh the screen to see the new credit
140 (https://bugs.launchpad.net/evergreen/+bug/1775639[Bug #1775639])
141 * The patron summary now includes tooltips that were available in
143 (https://bugs.launchpad.net/evergreen/+bug/1772206[Bug #1772206])
144 * The patron holds grid now includes a SMS Carrier column
145 (https://bugs.launchpad.net/evergreen/+bug/1748265[Bug #1748265])
146 * When registering a new patron from Pending Patrons, the address
147 type dropdown now supports a default value
148 (https://bugs.launchpad.net/evergreen/+bug/1816180[Bug #1816180])
149 * The Items Out grid now includes a Monograph Parts column
150 (https://bugs.launchpad.net/evergreen/+bug/1789257[Bug #1789257])
151 * The annotate checkbox on the bill payment screen is now sticky
152 (https://bugs.launchpad.net/evergreen/+bug/1759343[Bug #1759343])
153 * Group member details grid settings can now be saved
154 (https://bugs.launchpad.net/evergreen/+bug/1774707[Bug #1774707])
155 * The patron registration date of birth field can now display a
157 (https://bugs.launchpad.net/evergreen/+bug/1819181[Bug #1819181])
162 * The MARC editor displays a warning when a cataloger attempts to
163 close the tab without saving
164 (https://bugs.launchpad.net/evergreen/+bug/1538678[Bug #1538678])
165 * The MARC editor displays a warning when permissions issues
166 prevent a record from saving
167 (https://bugs.launchpad.net/evergreen/+bug/1693580[Bug #1693580])
168 * The holdings editor saves default values more consistently
169 (https://bugs.launchpad.net/evergreen/+bug/1812900[Bug #1812900])
170 * The flat-text editor now uses a monospace font
171 (https://bugs.launchpad.net/evergreen/+bug/1817601[Bug #1817601])
172 * Statistical categories and their entries are now alphabetized in the
173 holdings editor (Bugs
174 https://bugs.launchpad.net/evergreen/+bug/1744386[Bug #1744386] and
175 https://bugs.launchpad.net/evergreen/+bug/1777184[Bug #1777184])
176 * The holdings editor now lists monograph parts in reverse alphabetical
178 (https://bugs.launchpad.net/evergreen/+bug/1760893[Bug #1760893])
179 * Buckets created from the MARC Batch Import process are now available
180 in the MARC Batch Edit interface
181 (https://bugs.launchpad.net/evergreen/+bug/1440890[Bug #1440890])
182 * The record bucket interface only displays the Merge action when
183 multiple records are selected
184 (https://bugs.launchpad.net/evergreen/+bug/1760599[Bug #1760599])
185 * Fixes an issue with the displayed number of items out
186 (https://bugs.launchpad.net/evergreen/+bug/1770217[Bug #1770217])
191 * Fixes conflicting dependency information caused be the release of
193 (https://bugs.launchpad.net/evergreen/+bug/1830972[Bug #1830972])
194 * Angular grids include several new accessibility features and
196 (https://bugs.launchpad.net/evergreen/+bug/1816480[Bug #1816480])
197 * The menu in the top right corner is now named "Logout and more..."
198 (https://bugs.launchpad.net/evergreen/+bug/1796914[Bug #1796914])
199 * Several dropdown menus now require less scrolling
200 (https://bugs.launchpad.net/evergreen/+bug/1669120[Bug #1669120])
201 * Improve Angular dialog boxes
202 (https://bugs.launchpad.net/evergreen/+bug/1823041[Bug #1823041])
203 * Fix display of boolean values in Angular interfaces
204 (https://bugs.launchpad.net/evergreen/+bug/1833080[Bug #1833080])
210 * Avoids Internal Server Errors on search result page
211 (https://bugs.launchpad.net/evergreen/+bug/1155706[Bug #1155706])
212 * Double clicking the Place Hold button can no longer result in
214 (https://bugs.launchpad.net/evergreen/+bug/1029601[Bug #1029601])
219 * Adds a more user-friendly interface for boolean filters
220 (https://bugs.launchpad.net/evergreen/+bug/1642337[Bug #1642337])
222 System administration
223 ^^^^^^^^^^^^^^^^^^^^^
225 * Improves consistency in terminology in the Local Administration
227 (https://bugs.launchpad.net/evergreen/+bug/1776913[Bug #1776913])
228 * The Library Settings Editor now displays some example timezones
229 for the lib.timezone setting
230 (https://bugs.launchpad.net/evergreen/+bug/1817332[Bug #1817332])
234 * Fixes an automated test related to translations and internationalization
235 (https://bugs.launchpad.net/evergreen/+bug/1768987[Bug #1768987])
240 * Adds some foreign key functions that may be missing from your database
241 (https://bugs.launchpad.net/evergreen/+bug/1772028[Bug #1772028])
246 We would like to thank the following individuals who contributed code,
247 testing and documentation patches to the 3.3.2 point release of
283 This release contains bug fixes improving on Evergreen 3.3.0.
291 * Fixes a compatibility problem with the Item Status screen related to
292 JavaScript arrow functions
293 (https://bugs.launchpad.net/evergreen/+bug/1821196[Bug #1821196])
298 * Fixes a bug in the Booking URL path that failed with newer Apache
299 (https://bugs.launchpad.net/evergreen/+bug/1823387[Bug #1823387])
304 * Fixes a display bug with the patron record Group Members list
305 (https://bugs.launchpad.net/evergreen/+bug/1642036[Bug #1642036])
306 * Fixes title sort on the patron Items Out Screen
307 (https://bugs.launchpad.net/evergreen/+bug/1782014[Bug #1782014])
308 * Fixes a refresh bug on the catalog record Holds View tab when moving between
309 records (https://bugs.launchpad.net/evergreen/+bug/1792188[Bug #1792188])
310 * Fixes the ability to place holds from item buckets
311 (https://bugs.launchpad.net/evergreen/+bug/1806394[Bug #1806394])
316 * Fixes a bug where copy templates would not apply properly
317 (https://bugs.launchpad.net/evergreen/+bug/1788680[Bug #1788680])
318 * Fixes the default cursor focus on the holdings editor
319 (https://bugs.launchpad.net/evergreen/+bug/1752968[Bug #1752968])
320 * Fixes a bug with Postgres 10 support related to MARC Batch Import/Export
321 (https://bugs.launchpad.net/evergreen/+bug/1820339[Bug #1820339])
322 * Fixes a bug in the new MARC Import/Export related to Record Match Set
323 expressions (https://bugs.launchpad.net/evergreen/+bug/1823982[Bug #1823982])
324 * Fixes a bug that failed to honor the "Retain empty bib records"
325 (cat.bib.keep_on_empty) setting when transferring items
326 (https://bugs.launchpad.net/evergreen/+bug/1333893[Bug #1333893])
327 * Fixes a bug that failed to include deleted bib records in TCN search
328 (https://bugs.launchpad.net/evergreen/+bug/1813633[Bug #1813633])
330 System administration
331 ^^^^^^^^^^^^^^^^^^^^^
333 * Added database indexes to speed up purging of Action Trigger event output
334 fields (https://bugs.launchpad.net/evergreen/+bug/1778940[Bug #1778940])
335 * Fixes the help text in action_trigger_aggregator.pl related to the remote-acct
336 argument (https://bugs.launchpad.net/evergreen/+bug/1803729[Bug #1803729])
337 * Adds a missing page title for the Closed Dates Editor
338 (https://bugs.launchpad.net/evergreen/+bug/1814943[Bug #1814943])
339 * Adds a missing page title for the Statistical Popularity Badges admin page
340 (https://bugs.launchpad.net/evergreen/+bug/1826890[Bug #1826890])
341 * Changes the direction of column sort indicators in the new Angular grids
342 (https://bugs.launchpad.net/evergreen/+bug/1825578[Bug #1825578])
343 * Adds Hatch printing support to the new Angular screens
344 (https://bugs.launchpad.net/evergreen/+bug/1793005[Bug #1793005])
349 We would like to thank the following individuals who contributed code,
350 testing and documentation patches to the 3.3.1 point release of
360 * Blake Graham-Henderson
381 Migrating Parent/guardian information
382 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
383 Sites who traditionally store parent/guardian information in the
384 patron 'Secondary Identification' field can migrate values from this
385 field to the new guardian field with the following SQL:
388 -------------------------------------------------------------------------
391 -- 1. Find the local ID of the parent/guardian identification type
393 SELECT * FROM config.identification_type;
395 -- 2. On my test system, the id is "101". It will vary!.
396 -- Migrate the value from the ident2 field to the guardian field.
399 SET guardian = ident_value2
401 ident_type2 = 101 -- !! CHANGE TO SUIT
402 AND ident_value2 IS NOT NULL
403 AND ident_value2 <> '';
405 -- 3. delete the original secondary identification data
408 SET ident_value2 = NULL, ident_type2 = NULL
410 ident_type2 = 101; -- !! CHANGE TO SUIT
413 -------------------------------------------------------------------------
418 Evergreen now supports PostgreSQL 9.6 and 10.
419 If you upgrade your database from a PostgreSQL version of 9.5, or
420 lower, to PostgreSQL versions 9.6 or 10, you will need to recreate 3
421 indexes in additon to the normal database upgrade steps. The index
422 recreation is necessary because of changes to the PostgreSQL
423 `unaccent` extension module.
425 The following snippet of SQL code will do the necessary steps:
428 ------------------------------------------------------------------------
429 DROP INDEX actor_usr_first_given_name_unaccent_idx;
430 DROP INDEX actor_usr_second_given_name_unaccent_idx;
431 DROP INDEX actor_usr_family_name_unaccent_idx;
432 CREATE INDEX actor_usr_first_given_name_unaccent_idx ON actor.usr
433 (evergreen.unaccent_and_squash(first_given_name));
434 CREATE INDEX actor_usr_second_given_name_unaccent_idx ON actor.usr
435 (evergreen.unaccent_and_squash(second_given_name));
436 CREATE INDEX actor_usr_family_name_unaccent_idx ON actor.usr
437 (evergreen.unaccent_and_squash(family_name));
438 ------------------------------------------------------------------------
447 Include Item Status in marc_export Items Export
448 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
449 The marc_export script now includes the item status in the 852 subfield s when exporting items.
451 Ability to Reingest Certain Record Attributes In pingest.pl
452 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
453 An option, `--attr`, has been added to the `pingest.pl` support script
454 that allows the user to specify which record attributes to reingest.
455 It can be used one or more times to specify one or more attributes to
456 ingest. It can be omitted to reingest all record attributes. This
457 option is ignored if the `--skip-attrs` option is used.
459 The `--attr` option is most useful after doing something specific that
460 requires only a partial ingest of records. For instance, if you add a
461 new language to the `config.coded_value_map` table, you will want to
462 reingest the `item_lang` attribute on all of your records. The
463 following command line will do that, and only that, ingest:
466 $ /openils/bin/pingest.pl --skip-browse --skip-search --skip-facets \
467 --skip-display --attr=item_lang
475 Database Support for PostgreSQL 10
476 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
477 The Evergreen database can now be built with PostgreSQL version 10.
479 This update has implications for developers who write PgTap tests. In
480 versions of PostgreSQL prior to 10, one could write `\set ECHO` to
481 disable the echoing of commands as they were run. In PostgreSQL
482 version 10, using `\set` without a value is an error. One should now
483 write `\set ECHO none` in order to disable the echoing of commands.
484 This latter form works in all versions of PostgreSQL currently
485 supported by Evergreen.
489 Ubuntu 18.04 Bionic Beaver
490 ^^^^^^^^^^^^^^^^^^^^^^^^^^
491 Evergreen can now be installed on Ubuntu 18.04 Bionic Beaver. To
492 install the prerequisites, use ubuntu-bionic as the Makefile.install
495 This update also fixes a Perl warning in the HoldNotify module that is
496 an error in the version of Perl (5.26) that is installed on Ubuntu
505 MARC Import/Export Interface Update (Angular Port)
506 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
507 This MARC Import/Export (AKA Vandelay) interface is now built on
508 Angular(7) instead of Dojo. The functionality is consistent with the
509 previous version of the interface, with minor UI adjustments to match
510 the Angular style, plus one new interface called 'Recent Imports'.
514 Users may now save sets of import attributes from the MARC import form as
515 named templates. Users may select a default template, applied on page load
516 by default, and users may delete existing templates.
520 This is a new interface which allows users to see active and recent
521 Vandelay sesssions originating from the same workstation or logged in
522 user account. Active sessions include real-time progress information so
523 the user may track the progress without refreshing the page.
525 This interface makes it possible to exit the main import tab or the
526 Vandelay interface altogether and return at a later time to check on
527 import progress. It also allows users to start multiple imports at
528 the same time and follow the status of each in one interace.
531 Spine Label Sheet Printing
532 ++++++++++++++++++++++++++
534 Catalogers can now print spine labels onto 8 1/2 x 11 inch label sheets.
540 Patron Parent/Guardian Field
541 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
542 Patrons now have a new dedicated parent/guardian field. This field is
543 editable in the patron edit interface, displays in the patron
544 summary side bar on the browser client, and is search-able from the
545 patron search interface in the browser client.
549 In addition to the standard "show" and "suggest" visibility settings,
550 the new guardian field comes with a library setting
551 'ui.patron.edit.guardian_required_for_juv' ("GUI: Juvenile account
552 requires parent/guardian"). When this setting is applied, a value
553 will be required in the patron editor when the juvenile flag is active.
555 Allow Others to Use My Account (Privacy Waiver)
556 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
557 Patrons who wish to authorize other people to use their account may
558 now do so via My Account. In the Search and History Preferences tab
559 under Account Preferences, a new section labeled "Allow others to use
560 my account" allows patrons to enter a name and indicate that the
561 specified person is allowed to place holds, pickup holds, view
562 borrowing history, or check out items on their account. This
563 information is displayed to circulation staff in the patron account
564 summary in the web client. (Staff may also add, edit, and remove
565 entries via the patron editor.)
567 A new library setting, "Allow others to use patron account (privacy
568 waiver)," is used to enable or disable this feature.
575 Server and Booking Administration Moved To Angular
576 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
577 The Administration => Server Administration and
578 Administration => Booking Administration pages have been ported to
579 Angular using the new Angular grids. Entry points from both AngularJS
580 and Angular web clients point to the new interfaces.
582 Option to Enable Experimental Angular Staff Catalog
583 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
584 A new org unit setting labeled 'GUI: Enable Experimental Angular
585 Staff Catalog' (ui.staff.angular_catalog.enabled) has been added, allowing
586 sites to enable a menu option in the browser client for accessing
587 the experimental Angular staff catalog.
589 When set to true, a new entry in the navigation bar appears in the
590 Cataloging menu labled "Staff Catalog (Experimental)".
592 New Features (Since 3.2)
593 ++++++++++++++++++++++++
595 * Copy location filter
596 * Group formats and editions
601 * Record baskets and actions
602 * Record detail tabs/actions point to AngularJS versions where needed.
603 * Record detail View In Catalog button
610 View upcoming booking reservations in the OPAC
611 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
612 A new tab in the My Account section of the OPAC shows
613 patrons information about reservations on their account.
614 Here, patrons can check on upcoming reservations, as
615 well as reservations they currently have checked out.
617 Note: this interface pulls its timezone from the Library
618 Settings Editor. Make sure that you have a timezone
619 listed for your library in the Library Settings Editor
620 before using this feature.
622 Display UPC as Option for Public Catalog Advanced Search
623 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
624 The Numeric Search tab of the public catalog Advanced Search
625 now includes an option to search by UPC (Universal Product Code).
629 3.3.0 Acknowledgments
630 ---------------------
631 The Evergreen project would like to acknowledge the following
632 organizations that commissioned developments in this release of
635 * King County Library System (KCLS)
636 * MassLNC Evergreen Development Initiative
637 * Pennsylvania Integrated Library System (PaILS)
639 We would also like to thank the following individuals who contributed
640 code, translations, documentations patches and tests to this release of
652 * Andrea Buntz Neiman
665 We also thank the following organizations whose employees contributed
668 * BC Libraries Cooperative
671 * Emerald Data Networks
672 * Equinox Open Library Initiative
674 * King County Library System
675 * Linn-Benton Community College
678 We regret any omissions. If a contributor has been inadvertently
679 missed, please open a bug at http://bugs.launchpad.net/evergreen/