1 Evergreen 3.3 Release Notes
2 ===========================
9 This release contains bug fixes improving on Evergreen 3.3.1.
10 All bug fixes refer to the web staff client unless otherwise specified.
17 * Corrects a rounding error that caused fines to exceed the max fines
19 (https://bugs.launchpad.net/evergreen/+bug/1704819[Bug #1704819])
20 * Corrects an issue with printing Items Out receipts
21 (https://bugs.launchpad.net/evergreen/+bug/1790896[Bug #1790896])
22 * SIP Visa payments are now recorded as credit card, rather than cash
24 (https://bugs.launchpad.net/evergreen/+bug/1796942[Bug #1796942])
25 * Converting change to patron credit no longer requires staff members
26 to refresh the screen to see the new credit
27 (https://bugs.launchpad.net/evergreen/+bug/1775639[Bug #1775639])
28 * The patron summary now includes tooltips that were available in
30 (https://bugs.launchpad.net/evergreen/+bug/1772206[Bug #1772206])
31 * The patron holds grid now includes a SMS Carrier column
32 (https://bugs.launchpad.net/evergreen/+bug/1748265[Bug #1748265])
33 * When registering a new patron from Pending Patrons, the address
34 type dropdown now supports a default value
35 (https://bugs.launchpad.net/evergreen/+bug/1816180[Bug #1816180])
36 * The Items Out grid now includes a Monograph Parts column
37 (https://bugs.launchpad.net/evergreen/+bug/1789257[Bug #1789257])
38 * The annotate checkbox on the bill payment screen is now sticky
39 (https://bugs.launchpad.net/evergreen/+bug/1759343[Bug #1759343])
40 * Group member details grid settings can now be saved
41 (https://bugs.launchpad.net/evergreen/+bug/1774707[Bug #1774707])
42 * The patron registration date of birth field can now display a
44 (https://bugs.launchpad.net/evergreen/+bug/1819181[Bug #1819181])
49 * The MARC editor displays a warning when a cataloger attempts to
50 close the tab without saving
51 (https://bugs.launchpad.net/evergreen/+bug/1538678[Bug #1538678])
52 * The MARC editor displays a warning when permissions issues
53 prevent a record from saving
54 (https://bugs.launchpad.net/evergreen/+bug/1693580[Bug #1693580])
55 * The holdings editor saves default values more consistently
56 (https://bugs.launchpad.net/evergreen/+bug/1812900[Bug #1812900])
57 * The flat-text editor now uses a monospace font
58 (https://bugs.launchpad.net/evergreen/+bug/1817601[Bug #1817601])
59 * Statistical categories and their entries are now alphabetized in the
61 https://bugs.launchpad.net/evergreen/+bug/1744386[Bug #1744386] and
62 https://bugs.launchpad.net/evergreen/+bug/1777184[Bug #1777184])
63 * The holdings editor now lists monograph parts in reverse alphabetical
65 (https://bugs.launchpad.net/evergreen/+bug/1760893[Bug #1760893])
66 * Buckets created from the MARC Batch Import process are now available
67 in the MARC Batch Edit interface
68 (https://bugs.launchpad.net/evergreen/+bug/1440890[Bug #1440890])
69 * The record bucket interface only displays the Merge action when
70 multiple records are selected
71 (https://bugs.launchpad.net/evergreen/+bug/1760599[Bug #1760599])
72 * Fixes an issue with the displayed number of items out
73 (https://bugs.launchpad.net/evergreen/+bug/1770217[Bug #1770217])
78 * Fixes conflicting dependency information caused be the release of
80 (https://bugs.launchpad.net/evergreen/+bug/1830972[Bug #1830972])
81 * Angular grids include several new accessibility features and
83 (https://bugs.launchpad.net/evergreen/+bug/1816480[Bug #1816480])
84 * The menu in the top right corner is now named "Logout and more..."
85 (https://bugs.launchpad.net/evergreen/+bug/1796914[Bug #1796914])
86 * Several dropdown menus now require less scrolling
87 (https://bugs.launchpad.net/evergreen/+bug/1669120[Bug #1669120])
88 * Improve Angular dialog boxes
89 (https://bugs.launchpad.net/evergreen/+bug/1823041[Bug #1823041])
90 * Fix display of boolean values in Angular interfaces
91 (https://bugs.launchpad.net/evergreen/+bug/1833080[Bug #1833080])
97 * Avoids Internal Server Errors on search result page
98 (https://bugs.launchpad.net/evergreen/+bug/1155706[Bug #1155706])
99 * Double clicking the Place Hold button can no longer result in
101 (https://bugs.launchpad.net/evergreen/+bug/1029601[Bug #1029601])
106 * Adds a more user-friendly interface for boolean filters
107 (https://bugs.launchpad.net/evergreen/+bug/1642337[Bug #1642337])
109 System administration
110 ^^^^^^^^^^^^^^^^^^^^^
112 * Improves consistency in terminology in the Local Administration
114 (https://bugs.launchpad.net/evergreen/+bug/1776913[Bug #1776913])
115 * The Library Settings Editor now displays some example timezones
116 for the lib.timezone setting
117 (https://bugs.launchpad.net/evergreen/+bug/1817332[Bug #1817332])
121 * Fixes an automated test related to translations and internationalization
122 (https://bugs.launchpad.net/evergreen/+bug/1768987[Bug #1768987])
127 * Adds some foreign key functions that may be missing from your database
128 (https://bugs.launchpad.net/evergreen/+bug/1772028[Bug #1772028])
133 We would like to thank the following individuals who contributed code,
134 testing and documentation patches to the 3.3.2 point release of
170 This release contains bug fixes improving on Evergreen 3.3.0.
178 * Fixes a compatibility problem with the Item Status screen related to
179 JavaScript arrow functions
180 (https://bugs.launchpad.net/evergreen/+bug/1821196[Bug #1821196])
185 * Fixes a bug in the Booking URL path that failed with newer Apache
186 (https://bugs.launchpad.net/evergreen/+bug/1823387[Bug #1823387])
191 * Fixes a display bug with the patron record Group Members list
192 (https://bugs.launchpad.net/evergreen/+bug/1642036[Bug #1642036])
193 * Fixes title sort on the patron Items Out Screen
194 (https://bugs.launchpad.net/evergreen/+bug/1782014[Bug #1782014])
195 * Fixes a refresh bug on the catalog record Holds View tab when moving between
196 records (https://bugs.launchpad.net/evergreen/+bug/1792188[Bug #1792188])
197 * Fixes the ability to place holds from item buckets
198 (https://bugs.launchpad.net/evergreen/+bug/1806394[Bug #1806394])
203 * Fixes a bug where copy templates would not apply properly
204 (https://bugs.launchpad.net/evergreen/+bug/1788680[Bug #1788680])
205 * Fixes the default cursor focus on the holdings editor
206 (https://bugs.launchpad.net/evergreen/+bug/1752968[Bug #1752968])
207 * Fixes a bug with Postgres 10 support related to MARC Batch Import/Export
208 (https://bugs.launchpad.net/evergreen/+bug/1820339[Bug #1820339])
209 * Fixes a bug in the new MARC Import/Export related to Record Match Set
210 expressions (https://bugs.launchpad.net/evergreen/+bug/1823982[Bug #1823982])
211 * Fixes a bug that failed to honor the "Retain empty bib records"
212 (cat.bib.keep_on_empty) setting when transferring items
213 (https://bugs.launchpad.net/evergreen/+bug/1333893[Bug #1333893])
214 * Fixes a bug that failed to include deleted bib records in TCN search
215 (https://bugs.launchpad.net/evergreen/+bug/1813633[Bug #1813633])
217 System administration
218 ^^^^^^^^^^^^^^^^^^^^^
220 * Added database indexes to speed up purging of Action Trigger event output
221 fields (https://bugs.launchpad.net/evergreen/+bug/1778940[Bug #1778940])
222 * Fixes the help text in action_trigger_aggregator.pl related to the remote-acct
223 argument (https://bugs.launchpad.net/evergreen/+bug/1803729[Bug #1803729])
224 * Adds a missing page title for the Closed Dates Editor
225 (https://bugs.launchpad.net/evergreen/+bug/1814943[Bug #1814943])
226 * Adds a missing page title for the Statistical Popularity Badges admin page
227 (https://bugs.launchpad.net/evergreen/+bug/1826890[Bug #1826890])
228 * Changes the direction of column sort indicators in the new Angular grids
229 (https://bugs.launchpad.net/evergreen/+bug/1825578[Bug #1825578])
230 * Adds Hatch printing support to the new Angular screens
231 (https://bugs.launchpad.net/evergreen/+bug/1793005[Bug #1793005])
236 We would like to thank the following individuals who contributed code,
237 testing and documentation patches to the 3.3.1 point release of
247 * Blake Graham-Henderson
268 Migrating Parent/guardian information
269 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
270 Sites who traditionally store parent/guardian information in the
271 patron 'Secondary Identification' field can migrate values from this
272 field to the new guardian field with the following SQL:
275 -------------------------------------------------------------------------
278 -- 1. Find the local ID of the parent/guardian identification type
280 SELECT * FROM config.identification_type;
282 -- 2. On my test system, the id is "101". It will vary!.
283 -- Migrate the value from the ident2 field to the guardian field.
286 SET guardian = ident_value2
288 ident_type2 = 101 -- !! CHANGE TO SUIT
289 AND ident_value2 IS NOT NULL
290 AND ident_value2 <> '';
292 -- 3. delete the original secondary identification data
295 SET ident_value2 = NULL, ident_type2 = NULL
297 ident_type2 = 101; -- !! CHANGE TO SUIT
300 -------------------------------------------------------------------------
305 Evergreen now supports PostgreSQL 9.6 and 10.
306 If you upgrade your database from a PostgreSQL version of 9.5, or
307 lower, to PostgreSQL versions 9.6 or 10, you will need to recreate 3
308 indexes in additon to the normal database upgrade steps. The index
309 recreation is necessary because of changes to the PostgreSQL
310 `unaccent` extension module.
312 The following snippet of SQL code will do the necessary steps:
315 ------------------------------------------------------------------------
316 DROP INDEX actor_usr_first_given_name_unaccent_idx;
317 DROP INDEX actor_usr_second_given_name_unaccent_idx;
318 DROP INDEX actor_usr_family_name_unaccent_idx;
319 CREATE INDEX actor_usr_first_given_name_unaccent_idx ON actor.usr
320 (evergreen.unaccent_and_squash(first_given_name));
321 CREATE INDEX actor_usr_second_given_name_unaccent_idx ON actor.usr
322 (evergreen.unaccent_and_squash(second_given_name));
323 CREATE INDEX actor_usr_family_name_unaccent_idx ON actor.usr
324 (evergreen.unaccent_and_squash(family_name));
325 ------------------------------------------------------------------------
334 Include Item Status in marc_export Items Export
335 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
336 The marc_export script now includes the item status in the 852 subfield s when exporting items.
338 Ability to Reingest Certain Record Attributes In pingest.pl
339 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
340 An option, `--attr`, has been added to the `pingest.pl` support script
341 that allows the user to specify which record attributes to reingest.
342 It can be used one or more times to specify one or more attributes to
343 ingest. It can be omitted to reingest all record attributes. This
344 option is ignored if the `--skip-attrs` option is used.
346 The `--attr` option is most useful after doing something specific that
347 requires only a partial ingest of records. For instance, if you add a
348 new language to the `config.coded_value_map` table, you will want to
349 reingest the `item_lang` attribute on all of your records. The
350 following command line will do that, and only that, ingest:
353 $ /openils/bin/pingest.pl --skip-browse --skip-search --skip-facets \
354 --skip-display --attr=item_lang
362 Database Support for PostgreSQL 10
363 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
364 The Evergreen database can now be built with PostgreSQL version 10.
366 This update has implications for developers who write PgTap tests. In
367 versions of PostgreSQL prior to 10, one could write `\set ECHO` to
368 disable the echoing of commands as they were run. In PostgreSQL
369 version 10, using `\set` without a value is an error. One should now
370 write `\set ECHO none` in order to disable the echoing of commands.
371 This latter form works in all versions of PostgreSQL currently
372 supported by Evergreen.
376 Ubuntu 18.04 Bionic Beaver
377 ^^^^^^^^^^^^^^^^^^^^^^^^^^
378 Evergreen can now be installed on Ubuntu 18.04 Bionic Beaver. To
379 install the prerequisites, use ubuntu-bionic as the Makefile.install
382 This update also fixes a Perl warning in the HoldNotify module that is
383 an error in the version of Perl (5.26) that is installed on Ubuntu
392 MARC Import/Export Interface Update (Angular Port)
393 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
394 This MARC Import/Export (AKA Vandelay) interface is now built on
395 Angular(7) instead of Dojo. The functionality is consistent with the
396 previous version of the interface, with minor UI adjustments to match
397 the Angular style, plus one new interface called 'Recent Imports'.
401 Users may now save sets of import attributes from the MARC import form as
402 named templates. Users may select a default template, applied on page load
403 by default, and users may delete existing templates.
407 This is a new interface which allows users to see active and recent
408 Vandelay sesssions originating from the same workstation or logged in
409 user account. Active sessions include real-time progress information so
410 the user may track the progress without refreshing the page.
412 This interface makes it possible to exit the main import tab or the
413 Vandelay interface altogether and return at a later time to check on
414 import progress. It also allows users to start multiple imports at
415 the same time and follow the status of each in one interace.
418 Spine Label Sheet Printing
419 ++++++++++++++++++++++++++
421 Catalogers can now print spine labels onto 8 1/2 x 11 inch label sheets.
427 Patron Parent/Guardian Field
428 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
429 Patrons now have a new dedicated parent/guardian field. This field is
430 editable in the patron edit interface, displays in the patron
431 summary side bar on the browser client, and is search-able from the
432 patron search interface in the browser client.
436 In addition to the standard "show" and "suggest" visibility settings,
437 the new guardian field comes with a library setting
438 'ui.patron.edit.guardian_required_for_juv' ("GUI: Juvenile account
439 requires parent/guardian"). When this setting is applied, a value
440 will be required in the patron editor when the juvenile flag is active.
442 Allow Others to Use My Account (Privacy Waiver)
443 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
444 Patrons who wish to authorize other people to use their account may
445 now do so via My Account. In the Search and History Preferences tab
446 under Account Preferences, a new section labeled "Allow others to use
447 my account" allows patrons to enter a name and indicate that the
448 specified person is allowed to place holds, pickup holds, view
449 borrowing history, or check out items on their account. This
450 information is displayed to circulation staff in the patron account
451 summary in the web client. (Staff may also add, edit, and remove
452 entries via the patron editor.)
454 A new library setting, "Allow others to use patron account (privacy
455 waiver)," is used to enable or disable this feature.
462 Server and Booking Administration Moved To Angular
463 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
464 The Administration => Server Administration and
465 Administration => Booking Administration pages have been ported to
466 Angular using the new Angular grids. Entry points from both AngularJS
467 and Angular web clients point to the new interfaces.
469 Option to Enable Experimental Angular Staff Catalog
470 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
471 A new org unit setting labeled 'GUI: Enable Experimental Angular
472 Staff Catalog' (ui.staff.angular_catalog.enabled) has been added, allowing
473 sites to enable a menu option in the browser client for accessing
474 the experimental Angular staff catalog.
476 When set to true, a new entry in the navigation bar appears in the
477 Cataloging menu labled "Staff Catalog (Experimental)".
479 New Features (Since 3.2)
480 ++++++++++++++++++++++++
482 * Copy location filter
483 * Group formats and editions
488 * Record baskets and actions
489 * Record detail tabs/actions point to AngularJS versions where needed.
490 * Record detail View In Catalog button
497 View upcoming booking reservations in the OPAC
498 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
499 A new tab in the My Account section of the OPAC shows
500 patrons information about reservations on their account.
501 Here, patrons can check on upcoming reservations, as
502 well as reservations they currently have checked out.
504 Note: this interface pulls its timezone from the Library
505 Settings Editor. Make sure that you have a timezone
506 listed for your library in the Library Settings Editor
507 before using this feature.
509 Display UPC as Option for Public Catalog Advanced Search
510 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
511 The Numeric Search tab of the public catalog Advanced Search
512 now includes an option to search by UPC (Universal Product Code).
516 3.3.0 Acknowledgments
517 ---------------------
518 The Evergreen project would like to acknowledge the following
519 organizations that commissioned developments in this release of
522 * King County Library System (KCLS)
523 * MassLNC Evergreen Development Initiative
524 * Pennsylvania Integrated Library System (PaILS)
526 We would also like to thank the following individuals who contributed
527 code, translations, documentations patches and tests to this release of
539 * Andrea Buntz Neiman
552 We also thank the following organizations whose employees contributed
555 * BC Libraries Cooperative
558 * Emerald Data Networks
559 * Equinox Open Library Initiative
561 * King County Library System
562 * Linn-Benton Community College
565 We regret any omissions. If a contributor has been inadvertently
566 missed, please open a bug at http://bugs.launchpad.net/evergreen/