1 Evergreen 3.4 Release Notes
2 ===========================
9 This release contains bug fixes improving on Evergreen 3.4.2.
14 * Check In - "Route To" Field Sometimes Incorrect (https://bugs.launchpad.net/evergreen/+bug/1775276[Bug 1775276])
15 * Repair nested i18n Angular attribute (https://bugs.launchpad.net/evergreen/+bug/1862395[Bug 1862395])
16 * Select element on login not accessible (https://bugs.launchpad.net/evergreen/+bug/1839359[Bug 1839359])
17 * Org unit admin interface sorting (https://bugs.launchpad.net/evergreen/+bug/1860468[Bug 1860468])
18 * Splash page needs headers (https://bugs.launchpad.net/evergreen/+bug/1839372[Bug 1839372])
19 * Use correct API method for updating existing MARC records. (https://bugs.launchpad.net/evergreen/+bug/1859191[Bug 1859191])
20 * Callnumber Sorting by Sortkey in Transit & Copy Buckets (https://bugs.launchpad.net/evergreen/+bug/1654529[Bug 1654529])
21 * Reset field transform after adding fields (https://bugs.launchpad.net/evergreen/+bug/1778521[Bug 1778521])
22 * Login page tile is confusing to screen readers (https://bugs.launchpad.net/evergreen/+bug/1839361[Bug 1839361])
23 * Wrong row details shown on billing grid (https://bugs.launchpad.net/evergreen/+bug/1792995[Bug 1792995])
24 * Mark items as damaged - changing fee usability issues (https://bugs.launchpad.net/evergreen/+bug/1849370[Bug 1849370])
25 * Item Status checkout date and checkout workstation for renewed items (https://bugs.launchpad.net/evergreen/+bug/1787415[Bug 1787415])
26 * Staff catalog add mono part repair (https://bugs.launchpad.net/evergreen/+bug/1860275[Bug 1860275])
27 * Ang cat prevent keyword starts/exact searches (https://bugs.launchpad.net/evergreen/+bug/1819236[Bug 1819236])
28 * Marc flat editor repair slashes (in AngJS and Angular) (https://bugs.launchpad.net/evergreen/+bug/1841823[Bug 1841823])
29 * Add Vols and Copies honors owning lib (https://bugs.launchpad.net/evergreen/+bug/1854197[Bug 1854197])
30 * Avoid repeating qtype prefix in query (https://bugs.launchpad.net/evergreen/+bug/1839684[Bug 1839684])
31 * Link ADMIN_CAROUSEL permission to appropriate OU context (https://bugs.launchpad.net/evergreen/+bug/1863386[Bug 1863386])
32 * Add barcode to patron neg balance grid (https://bugs.launchpad.net/evergreen/+bug/1668352[Bug 1668352])
33 * Copy delete override repairs, perm failed handler (https://bugs.launchpad.net/evergreen/+bug/1860460[Bug 1860460])
34 * Change Pull list page title from Holds Shelf title; Make page title consistent with heading (https://bugs.launchpad.net/evergreen/+bug/1774285[Bug 1774285])
35 * Event Def Environment Fleshing Might Have Issue (https://bugs.launchpad.net/evergreen/+bug/850160[Bug 850160])
36 * Fix sample survey data. (https://bugs.launchpad.net/evergreen/+bug/1863929[Bug 1863929])
37 * Visited link color (https://bugs.launchpad.net/evergreen/+bug/1789491[Bug 1789491])
38 * 3.4 Angular version mismatch repairs (https://bugs.launchpad.net/evergreen/+bug/1860460[Bug 1860460])
39 * Fixes to consistency in two files, creating uniform capitalization and use of ellipses (https://bugs.launchpad.net/evergreen/+bug/1865951[Bug 1865951])
40 * Adding alt attributes to Open-ILS\src\templates\kpac\parts\paginate.tt2 (also handling I18N) (https://bugs.launchpad.net/evergreen/+bug/1834251[Bug 1834251])
41 * On patron edit screen set the email and phone notification to true (https://bugs.launchpad.net/evergreen/+bug/1774268[Bug 1774268])
42 when patron doesn't have any preferences. This mimics the behavior in the xul client.
43 * Item Status Precat Information (https://bugs.launchpad.net/evergreen/+bug/1801137[Bug 1801137])
44 * Change expire list to match what the hold expire function (https://bugs.launchpad.net/evergreen/+bug/1819540[Bug 1819540])
45 * Fix floating point issue preventing transactions from closing (https://bugs.launchpad.net/evergreen/+bug/1781274[Bug 1781274])
46 * Additional aged_payment fields; Aged money control flags; Money aging srfsh script function repair; Disable inititial aged money migration (https://bugs.launchpad.net/evergreen/+bug/1858448[Bug 1858448])
47 * Fix Bad End Tags (https://bugs.launchpad.net/evergreen/+bug/1873286[Bug 1873286])
48 * Angular staff cat browse links (https://bugs.launchpad.net/evergreen/+bug/1869906[Bug 1869906])
49 * Coerce Values to String in egGridValueFilter (https://bugs.launchpad.net/evergreen/+bug/1813088[Bug 1813088])
50 * Remove right justification in grid view; Sort Libraries without Holdings In Holdings View (https://bugs.launchpad.net/evergreen/+bug/1787636[Bug 1787636])
51 * Add scoped retrieve perms for booking resource types and resources (https://bugs.launchpad.net/evergreen/+bug/1873048[Bug 1873048])
52 * Org proximity admin disable org filter (https://bugs.launchpad.net/evergreen/+bug/1837656[Bug 1837656])
53 * Fix rendering of monograph parts (https://bugs.launchpad.net/evergreen/+bug/1880035[Bug 1880035])
54 * Links to secondary admin pages (fm-editor defaultNewRecord backport;
55 config_field attribute in IDL; Admin grids support config_field links; Admin
56 grid filter display, default fields, IDL repairs; https://bugs.launchpad.net/evergreen/+bug/1847800[Bug 1847800], https://bugs.launchpad.net/evergreen/+bug/1834687[Bug 1834687], https://bugs.launchpad.net/evergreen/+bug/1847781[Bug 1847781], https://bugs.launchpad.net/evergreen/+bug/1847810[Bug 1847810])
60 We would like to thank the following individuals who contributed code,
61 testing and documentation patches to the 3.4.3 point release of Evergreen:
97 This release contains bug fixes improving on Evergreen 3.4.1
102 The SendEmail reactor for Action/Trigger has been updated to use the
103 Email::MIME Perl module for proper encoding of the email message
104 header fields. You should notice no functional difference in the
105 sending of emails. This change does add a new prerequisite package,
106 so be sure to run the prerequisite installation procedure for your
107 Linux distribution before upgrading Evergreen.
109 The new dependency is the `libemail-mime-perl` package for Debian and
110 Ubuntu, and the `perl-Email-MIME` package for Fedora.
118 * Fixes an issue with the Angular portions of the web client running on Firefox (https://bugs.launchpad.net/evergreen/+bug/1857710[Bug 1857710])
119 * Fixes an issue with sending emails on newer versions of Ubuntu and Debian (https://bugs.launchpad.net/evergreen/+bug/1801163[Bug 1801163])
120 * It is now harder to accidentally close modals in the Angular portions of the web client (https://bugs.launchpad.net/evergreen/+bug/1827942[Bug 1827942])
121 * Organizational Unit Selectors in the Angular portions of the web client now present libraries in the correct order (https://bugs.launchpad.net/evergreen/+bug/1857350[Bug 1857350])
122 * Several fixes to grids in the Angular portions of the web client (Bugs https://bugs.launchpad.net/evergreen/+bug/1855931[1855931], https://bugs.launchpad.net/evergreen/+bug/1835982[1835982], and https://bugs.launchpad.net/evergreen/+bug/1858138[1858138])
123 * Fixes some permission-related code in the Angular portions of the web client (https://bugs.launchpad.net/evergreen/+bug/1860351[Bug 1860351])
127 * Fixes several bugs related to Hatch (Bugs https://bugs.launchpad.net/evergreen/+bug/1830391[1830391] and https://bugs.launchpad.net/evergreen/+bug/1858118[1858118])
133 * Fixes an issue with receiving line items from the general acquisitions search screen (https://bugs.launchpad.net/evergreen/+bug/1607922[Bug 1607922])
138 * Fixes an issue with the carousel creation process (https://bugs.launchpad.net/evergreen/+bug/1851524[Bug 1851524])
139 * Fixes an issue with the Server Administration Permission Group interface (https://bugs.launchpad.net/evergreen/+bug/1851831[Bug 1851831])
140 * Fixes an issue with the Local Administration Standing Penalty interface (https://bugs.launchpad.net/evergreen/+bug/1843640[Bug 1843640])
145 * The new batch import/export interface now allows users to view and edit the incoming MARC records while inspecting an imported queue (https://bugs.launchpad.net/evergreen/+bug/1830923[Bug 1830923])
146 * Evergreen now asks users to confirm that they want to delete items that are in non-ideal statuses, like Checked Out (https://bugs.launchpad.net/evergreen/+bug/1735566[Bug 1735566])
147 * Catalogers can now apply copy alerts to multiple items at once when creating new items (https://bugs.launchpad.net/evergreen/+bug/1832735[Bug 1832735])
148 * The experimental staff catalog now displays more helpful titles in browser tabs (https://bugs.launchpad.net/evergreen/+bug/1849182[Bug 1849182])
149 * The experimental staff catalog now uses the $ (dollar sign) instead of ‡ (double dagger) as the flat text editor's subfield delimiter (https://bugs.launchpad.net/evergreen/+bug/1848778[Bug 1848778])
150 * Fixes an issue that prevented catalogers from setting a bib source for a bibliographic record (https://bugs.launchpad.net/evergreen/+bug/1843599[Bug 1843599])
151 * Fixes a display issue in the experimental staff catalog holdings view (https://bugs.launchpad.net/evergreen/+bug/1840982[Bug 1840982])
157 * The check in screen now honors the `ui.circ.suppress_checkin_popups` library setting (https://bugs.launchpad.net/evergreen/+bug/1437103[Bug 1437103])
158 * Fixes an issue with selecting bills on the Bill History tab (https://bugs.launchpad.net/evergreen/+bug/1780283[Bug 1780283])
159 * Improves performance of the hold shelf functionality (https://bugs.launchpad.net/evergreen/+bug/1855329[Bug 1855329])
160 * Fixes a display issue with the check out screen's due date box on wider screens (https://bugs.launchpad.net/evergreen/+bug/1803406[Bug 1803406])
161 * The check out screeen no longer allows due dates in the past (https://bugs.launchpad.net/evergreen/+bug/1712644[Bug 1712644])
162 * Circulation staff with appropriate permissions can now override certain circulation alerts (Bugs https://bugs.launchpad.net/evergreen/+bug/1851434[Bug 1851434] and https://bugs.launchpad.net/evergreen/+bug/1827901[1827901])
163 * Loan duration rules can now include hour lengths that are longer than two digits (https://bugs.launchpad.net/evergreen/+bug/1857156[Bug 1857156])
164 * The check in grid now has an optional Monograph Parts column (https://bugs.launchpad.net/evergreen/+bug/1739609[Bug 1739609])
169 We would like to thank the following individuals who contributed code,
170 testing and documentation patches to the 3.4.2 point release of Evergreen:
178 * Andrea Buntz Neiman
201 This release contains bug fixes improving on Evergreen 3.4.0.
206 * Reduce the cost of utility functions, speeding up search (https://bugs.launchpad.net/evergreen/+bug/1836963[Bug 1836963])
207 * Fixes Current Date in Date Returned in Circ History CSV (https://bugs.launchpad.net/evergreen/+bug/1813056[Bug 1813056])
208 * Fix Last Captured Hold Check for Holds Shelf (https://bugs.launchpad.net/evergreen/+bug/1827250[Bug 1827250])
209 * Only include OPAC-visible copies in SRU/Z39.50 holdings (https://bugs.launchpad.net/evergreen/+bug/1609556[Bug 1609556])
210 * Re-alphabetize Local & Server Administration Links (https://bugs.launchpad.net/evergreen/+bug/1803790[Bug 1803790])
211 * Allow saving Bill Full Details grids (https://bugs.launchpad.net/evergreen/+bug/1729435[Bug 1729435])
212 * Improve usability of Patron Bill History date selector (https://bugs.launchpad.net/evergreen/+bug/1841089[Bug 1841089])
213 * MARC Batch Import/Export: Disable grid row select on queued record matches (https://bugs.launchpad.net/evergreen/+bug/1842763[Bug 1842763])
214 * Fix when the "duplicate barcode" alert appears (https://bugs.launchpad.net/evergreen/+bug/1777698[Bug 1777698])
215 * Fix paging of pending patrons (https://bugs.launchpad.net/evergreen/+bug/1749970[Bug 1749970])
216 * Check bib visibility for located URI auto suggest (https://bugs.launchpad.net/evergreen/+bug/1802952[Bug 1802952])
217 * Patron Prefix and Suffix Display in Summary (https://bugs.launchpad.net/evergreen/+bug/1821969[Bug 1821969])
218 * Numerous usability improvements to the Booking module (https://bugs.launchpad.net/evergreen/+bug/1816475[Bug 1816475])
219 * Do not include Tag Owner in Tag (https://bugs.launchpad.net/evergreen/+bug/1825403[Bug 1825403])
220 * Browser refresh no longer closes an open purchase order (https://bugs.launchpad.net/evergreen/+bug/1765434[Bug 1765434])
221 * Avoid hard-coded paths in Apache config (https://bugs.launchpad.net/evergreen/+bug/1844720[Bug 1844720])
222 * Close all open dialogs on Angular route change (https://bugs.launchpad.net/evergreen/+bug/1849372[Bug 1849372])
223 * Offline: Non-cataloged item receipt printing (https://bugs.launchpad.net/evergreen/+bug/1806783[Bug 1806783])
224 * Require some Storage submodules instead of use them (https://bugs.launchpad.net/evergreen/+bug/1835620[Bug 1835620])
225 * Test Angular(JS) with modern browsers (https://bugs.launchpad.net/evergreen/+bug/1845693[Bug 1845693])
226 * Remove "Install latest LTS node from source" docs (https://bugs.launchpad.net/evergreen/+bug/1849506[Bug 1849506])
227 * Remove extra grid refresh from configuration load (https://bugs.launchpad.net/evergreen/+bug/1846038[Bug 1846038])
231 We would like to thank the following individuals who contributed code,
232 testing and documentation patches to the 3.4.1 point release of Evergreen:
259 The Evergreen 3.4.0 release is a major feature release.
264 Minimum Required OpenSRF Version
265 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
266 Evergreen 3.4 requires OpenSRF 3.2.x or later.
268 Updating OPAC colors.tt2 file
269 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
271 Sites that have customized `colors.tt2` should add a line for
272 the new `link` color. For example:
276 link = "#3ef624", # lime green
279 The template can be found at opac/parts/css/colors.tt2.
281 marc_stream_importer.pl configuration file
282 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
284 Because `marc_stream_importer.pl` now expects its configuration file to
285 be in the configuration directory, not the binary directory, existing
286 users will likely need to manually move the configuration file into
299 Ability to specify specific date in action_trigger_aggregator.pl
300 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
302 An option, `--date`, has been added to the `action_trigger_aggregator.pl`
303 support script that allows the user to specify a specific date to aggregate
304 event output for. This new argument cannot be used with either `--start-date`
305 or `--end-date`. This option was added to simplify pulling event output for a
308 Aged Billings and Payments
309 ^^^^^^^^^^^^^^^^^^^^^^^^^^
311 Two new database tables are added for tracking aged billings and payments:
312 `money.aged_billing` and `money.aged_payment`.
314 Two new database views are added, `money.all_billings` and `money.all_payments`
315 for aggregating data across the active and aged tables.
317 When a circulation is aged, billings and payments linked to the circulation
318 are migrated from the active billing and payment tables to the new aged
321 The new tables are accessible to the reporter.
323 New Action Trigger - Fine Limit Exceeded
324 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
325 New optional email notification that is sent when a block is applied
326 to a patron's account due to excess fines.
328 (The patron block functionality itself already exists and is based on
329 the settings in Local Administration -> Standing Penalties (PATRON_EXCEEDS_FINES)
330 and Local Administration -> Group Penalty Thresholds.)
332 Install marc_stream_importer.pl By Default
333 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
334 The script for the MARC stream importer, `marc_stream_importer.pl`,
335 is now installed in the Evergreen `bin` directory (typically
336 `/openils/bin`) by default. It now also expects that its configuration
337 file will be in the usual config directory (typically `/openils/conf`)
338 and the example configuration file is installed there by default.
341 AuthProxy Support for Arbitrary LDAP Usernames
342 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
344 AuthProxy now supports LDAP-based login with a username that is
345 different from your Evergreen username.
347 This feature may be useful for libraries that use an LDAP server for
348 single sign-on (SSO). Let's say you are a post-secondary library using
349 student or employee numbers as Evergreen usernames, but you want people
350 to be able to login to Evergreen with their SSO credentials, which may
351 be different from their student/employee number. To support this,
352 AuthProxy can now be configured to accept your SSO username on login,
353 use it to look up your student/employee number on the LDAP server, and
354 log you in as the appropriate Evergreen user.
356 For this to work, in the AuthProxy configuration for your LDAP server in
357 `opensrf.xml`, set `bind_attr` to the LDAP field containing your LDAP
358 username, and "id_attr" to the LDAP field containing your student or
359 employee number (or whatever other value is used as your Evergreen
360 username). If `bind_attr` is not set, Evergreen will assume that your
361 LDAP username and Evergreen username are the same.
363 Now, let's say your LDAP server is only an authoritative auth provider
364 for Library A. Nothing prevents the server from reporting that your
365 student number is 000000, even if that Evergreen username is already in
366 use by another patron at Library B. We want to ensure that AuthProxy
367 does not use Library A's LDAP server to log you in as the Library B
368 patron. For this reason, a new `restrict_by_home_ou` setting has been
369 added to AuthProxy config. When enabled, this setting restricts LDAP
370 authentication to users belonging to a library served by that LDAP
371 server (i.e. the user's home library must match the LDAP server's
372 `org_units` setting in `opensrf.xml`). Use of this setting is strongly
375 Angular Organizational Units Admin Page
376 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
378 The Administration -> Server Administration -> Organizational Units
379 page has been migrated to Angular.
381 pingest.pl Now Has a --rebuild-rmsr Option
382 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
384 An option, `--rebuild-rmsr`, has been added to the `pingest.pl` support
385 script. This option will rebuild the
386 `reporter.materialized_simple_record` (rmsr) table after the ingests are
389 This option might prove useful if you want to rebuild the table as
390 part of a larger reingest. If all you wish to do is to rebuild the
391 rmsr table, then it would be just as simple to connect to the database
392 server and run the following SQL:
396 SELECT reporter.refresh_materialized_simple_record();
399 Links in Public Catalog Now Have Separate Color
400 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
401 Hyperlinks in the public catalog now have a separate color definition
402 in the `colors.tt2` template to make it easier to style the public
403 catalog header/footer to use the same background color as the center
407 Server-Managed Print Templates for Angular
408 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
410 Adds support for generating print content via server-side web service.
411 Server print templates are implemented as Template Toolkit and content
412 is compiled and generated on the server, based on runtime data provided
415 Feature includes a new Angular admin interface for testing and editing
416 server-managed print templates. The UI is accessed under Administration ->
417 Server Administration -> Print Templates, though the menu entry may be
418 moved to Administration -> Local Administration, once Local Administration is migrated
421 Two sample templates are included to demonstrate the format and
422 functionality. The `Holds For Bib Record` template may be tested by
423 navigating to the record holds tab in the Angular staff catalog
424 (/eg2/en-US/staff/catalog/record/<record-id>/holds) and chose the
425 `Print Holds` grid action.
430 Apply Apache configuration changes to `eg_vhost.conf` and `eg_startup`.
432 * Add to `eg_vhost.conf`
434 ---------------------------------------------------------------------------
435 <Location /print_template>
436 SetHandler perl-script
437 PerlHandler OpenILS::WWW::PrintTemplate
442 ---------------------------------------------------------------------------
444 * Add to `eg_startup`
446 ---------------------------------------------------------------------------
447 # Pass second argument of '1' to enable process-level template caching.
448 use OpenILS::WWW::PrintTemplate ('/openils/conf/opensrf_core.xml', 0);
449 ---------------------------------------------------------------------------
454 A new Perl module `HTML::Defang` is required for cleansing generated HTML
455 of executable code for security purposes. The dependency is added to
456 the Makefile.install process for new builds. Existing Evergreen instances
457 will need the dependency manually installed.
459 Installing on (for example) Ubuntu:
462 ---------------------------------------------------------------------------
463 sudo apt-get install libhtml-defang-perl
464 ---------------------------------------------------------------------------
466 Angular Standing Penalty Admin Page
467 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
469 The Administration -> Local Administration -> Standing Penalties
470 page has been migrated to Angular.
472 Copy Alert Permissions Added to Seed Data
473 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
474 Copy alerts were improved in recent releases of Evergreen,
475 but the permissions were not assigned to any of the stock
476 permission profiles in the "seed data" supplied to first time
479 The VIEW_COPY_ALERT permission is now assigned to all profiles
480 under the "Staff" parent profile, and ADMIN_COPY_ALERT is now
481 assigned to Cataloging Administrator and should be available to
482 all Administrator profiles.
484 This change does NOT include an upgrade script, so site server
485 administrators are responsible for updating the permissions
486 profiles for their individual systems.
488 Architecture and Internals
489 ~~~~~~~~~~~~~~~~~~~~~~~~~~
491 Angular Grid Improvements
492 ^^^^^^^^^^^^^^^^^^^^^^^^^
493 Grids in new Angular staff interfaces now have options to
495 * allow users to filter results per-column
496 * make the grid header in tall/long grids sticky (i.e., the
497 grid header continues to be displayed while the user
498 scrolls through the grid)
499 * allow users to edit a record in a grid and save the results
500 without losing one's place in grid paging.
502 Configurable APIs for Patron Authentication and Retrieval
503 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
504 Many external services need to authenticate patrons and retrieve information
505 about their accounts from Evergreen. Most of these services support some form
506 of HTTP-based authentication, but every service has its own requirements and
507 none of them support native Evergreen authentication. Meanwhile, libraries
508 often need to restrict access to these external services based on patron type,
509 current status, standing penalties, and so on.
511 To meet these needs, Evergreen now has support for separate, configurable HTTP
512 API endpoints for remote patron authentication and retrieval. Each RemoteAuth
513 endpoint handles a different external service or authentication method. You
514 set up the endpoints you want in your Apache config; each one uses a generic
515 mod_perl handler to manage incoming requests, and specifies a Perl module that
516 can actually talk to the external service, as well as an authentication profile
517 that determines which patrons can be authenticated at this endpoint. Support
518 for https://tools.ietf.org/html/rfc7617["Basic" HTTP Authentication] is
519 provided as a reference implementation.
521 open-ils.circ.renew.auto API Deprecated
522 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
523 The `open-ils.circ.renew.auto` API added in release 3.2 is deprecated
524 and will be removed in Evergreen release 3.5. Please switch to using
525 the `open-ils.circ.renew` API with the `auto_renew` option set to 1 in any
531 New Cancel Edit Button In Record Merge Interface
532 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
533 The web staff client's Record Merge dialog now has a "Cancel Edit"
534 button that is displayed when editing the lead record in place. Using
535 this button will abandon any pending record edits without requiring
536 that the entire dialog be dismissed.
538 Staff Catalog Basket Export Option
539 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
541 Adds a new "Export Records" option to the staff catalog basket menu.
542 When selected, the user is directed to the Vandelay record export
543 interface, which will be set to "basket export" mode. Staff can then
544 apply export preferences (usmarc, marxml, etc.) and export the basket
545 records. In "basket export" mode, Vandley provides a link to return to
546 the catalog (preserving search parameters).
548 Copy Edit Interface Display Modifications
549 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
554 Disabling a field in the "Defaults" tab in the copy editor now hides the
555 field instead of simply disabling it.
557 Working Items Moves Down
558 ++++++++++++++++++++++++
560 The "Working Items" grid now sits below the item attribute edit area, so the
561 attributes are allowed to fill the horizontal space.
563 New Options for Importing Copies
564 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
566 Two new options for importing holdings have been added to MARC Batch
569 . **Auto-overlay On-order Cataloguing Copies**: This is similar to
570 "Auto-overlay In-process Acquisitions Copies," but for copies that were not
571 created from an acquisitions workflow. Holdings information in the incoming
572 record will be used to overlay any existing On Order copies for the matching
573 record which belong to the owning library defined in the Holdings Import
574 Profile. The Holdings Import Profile is also used to match incoming copies to
575 existing copies, if possible; otherwise, On Order copies are overlaid in the
576 order they were created. The call number will also be overlaid if the
577 incoming record provides one.
578 . **Use Org Unit Matching in Copy to Determine Best Match**: When there are
579 multiple potential matching records, this feature allows the user to
580 automatically select the record which has the most copies at libraries near
581 the importing library in the org tree. That is, starting at the importing
582 library, it climbs the org tree, gradually expanding the scope at which it
583 checks for holdings on matching records; once holdings are found, the record
584 with the most holdings at that scope is selected for overlay. If there are
585 no matching records with holdings, then the default best match overlay is
591 Two new permissions control the use of these new features:
593 * IMPORT_ON_ORDER_CAT_COPY
594 * IMPORT_USE_ORG_UNIT_COPIES
596 Enhanced Request Items Functionality
597 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
599 The Request Items action available in the Item Status and Item Buckets
600 interfaces has been given an Honor User Preferences checkbox which does
601 the following for the selected user when checked:
603 * Change the Pickup Lib selection to match the user's Default Hold Pickup Location
604 * Honor the user's Holds Notification settings (including Default Phone Number, etc.)
606 Success and Failure toasts have also been added based on what happens
607 after the Request Items interface has closed.
609 Also, a Title Hold option has been added to the Hold Type menu. This will create
610 one title-level hold request for each unique title associated with the items that were selected
611 when Request Items was invoked.
613 Display Codes in Physical Characteristics Wizard Drop-downs (LP#1776003)
614 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
615 Drop-downs in the Physical Characteristics Wizard in the MARC editor
616 now display both code and label.
621 Booking Module Refresh
622 ^^^^^^^^^^^^^^^^^^^^^^
624 The Booking module has been redesigned, with many of its interfaces being
625 redesigned in Angular.
627 This adds a new screen called "Manage Reservations", where staff can check details about
628 all outstanding reservations, including those that have been recently placed, captured,
629 picked up, or returned.
631 On many screens within the new booking module, staff are able to edit reservations. Previously,
632 they would have needed to cancel and recreate those reservations with the new data.
634 There is a new notes field attached to reservations, where staff can leave notes about the
635 reservation. One use case is to alert staff that a particular resource is being stored in
636 an unfamiliar location. This field is visible on all screens within the booking module.
638 The Create Reservations UI is completely re-designed, and now includes a calendar-like view
639 on which staff can view existing reservations and availability.
641 New Permission: CREATE_PRECAT
642 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
644 This permission is required to create (or re-create) a pre-cataloged item
645 through the "Barcode ??? was mis-scanned or is a non-cataloged item."
646 dialog. All form elements in the pre-cat dialog other than the Cancel
647 button will be disabled if the current user lacks the CREATE_PRECAT
648 permission when an uncataloged (or already pre-cataloged item) is scanned.
649 This permission is not needed to renew pre-cataloged items.
651 The upgrade script for this feature will insert the permission into every
652 permission group that has the STAFF_LOGIN permission, so out-of-the-box no
653 behavior will change.
655 Enhanced Mark Item Functionality
656 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
658 Evergreen's Mark Item Damaged and Mark Item Missing functionality has
659 been enhanced, and the ability to mark an item with the Discard/Weed
660 status has been added. This enhancement affects both the Evergreen
661 back end code and the staff client.
666 The option to "Mark Item as Discard/Weed" has been added to areas
667 where the option(s) to "Mark Item as Missing" and/or "Mark Item as
668 Damaged" appear. This is primarily in the action menus on the
669 following interfaces:
680 This new option allows staff to mark a copy with the Discard/Weed
681 status quickly and easily without necessarily requiring the
682 intervention of cataloging staff. In order to mark an item with the
683 Discard/Weed status, staff will require either the `MARK_ITEM_DISCARD`
684 or `UPDATE_COPY` status at the item's owning library. (NOTE: This
685 permission choice is consistent with the permission requirements for
686 the current Mark Item Damaged or Missing functionality.)
688 If the item to be marked Discard/Weed is checked out to a patron, the
689 staff will be presented with a dialog informing them that the item is
690 checked out and asking if they would like to check it in and proceed.
691 If they choose to continue, the item will be checked in and then
692 marked with the Discard/Weed status. If the staff person chooses to
693 cancel, then the item will not be checked in, and it will not be
694 marked Discard/Weed. The Mark Item Missing functionality has also
695 been changed to exhibit this behavior with checked out items. The
696 Mark Item Damaged functionality already handles checked out items.
698 Should the item have a status of In Transit at the time it is to be
699 marked, then staff will be prompted to abort the transit before
700 proceeding with changing the item's status. If they choose to abort
701 the transit and they have the permission to do so, the transit will be
702 aborted and the item's status changed. If they choose to cancel, then
703 the transit will not be aborted and the item's status will remain
704 unchanged. This change applies to all three of the current Mark Item
705 statuses: Missing, Damaged, and Discard/Weed.
707 Marking an item Discard/Weed is typically one step away from deleting
708 the item. For this reason, if the item to be marked Discard/Weed is
709 not in a Checked Out or In Transit status, but it is in a status that
710 restricts item deletion, the staff will be presented with a dialog
711 notifying them of the item's status and asking if they wish to
712 proceed. If staff choose to proceed and they have the
713 `COPY_DELETE_WARNING.override` permission, then the item will be
714 marked with the Discard/Weed status. Naturally, the item's status
715 will be unchanged if they choose not to proceed. This change does not
716 affect the marking of an item as Missing or Damaged.
718 Marking an item as Discard/Weed has one more additional check that the
719 other statuses do not. If the item being marked as Discard/Weed is
720 the last copy that can fill a hold, then staff will also be notified
721 of this condition and asked if they wish to continue. In this case,
722 there is no permission required. Whether or not the item is marked as
723 Discard/Weed in this case depends solely on the staff's choice.
728 In order to accommodate the presentation of dialogs and overrides in
729 the staff client, the `OpenILS::Application::Circ` module's method for
730 marking item statuses has had a few changes made. Firstly, the code
731 of the `mark_item` function has been rearranged to a more logical
732 flow. Most of the condition and permission checks are made before
733 creating a transaction. Secondly, it has been modified to return 3
734 new events when certain conditions are met:
736 * `ITEM_TO_MARK_CHECKED_OUT`
737 * `ITEM_TO_MARK_IN_TRANSIT`
738 * `ITEM_TO_MARK_LAST_HOLD_COPY`
740 The `COPY_DELETE_WARNING` event will be returned when attempting to
741 mark an item with the Discard/Weed status and the status has the
742 `restrict_copy_delete` flag set to true.
744 The function now also recognizes a hash of extra arguments for all
745 statuses and not just for the mark Damaged functionality. This
746 argument hash can be used to bypass or override any or all of the
747 above mentioned events. Each event has a corresponding argument that
748 if set to a "true" value will cause the `mark_item` to bypass the
749 given event. These argument flags are, respectively:
753 * `handle_last_hold_copy`
754 * `handle_copy_delete_warning`
756 The code to mark an item damaged still accepts its previous hash
757 arguments in addition to these new ones.
759 The function still returns other errors and events as before. It
760 still returns 1 on success.
762 It is also worth noting here that the staff client can be easily
763 extended with the ability to mark items into the other statuses
764 offered by the back end functions. Most of the staff client
765 functionality is implemented in two functions with placeholders in the
766 main function (`egCirc.mark_item`) for the unimplemented statuses.
768 Library Links in Billing Details screen
769 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
771 The Billing Full Details view now includes links to information about the billing and owning
772 libraries. This can be useful in situations where circulation staff are troubleshooting a
773 bill and would like to quickly find contact information for the billing or owning library.
778 Cross-Tab Communication Demo
779 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
780 The Angular Sandbox now includes an example
781 for developers interested in sharing data
782 between staff client browser tabs.
784 (Experimental) Staff Catalog: Record Holds Tab
785 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
786 Adds support for the Holds tab in the record detail view of the Angular
787 staff catalog. Includes grid and hold-related actions.
791 * Batch retarget holds
793 ** Unified form to modify notify options, dates, etc.
794 * Hold detail page (menu and row double-click)
795 * Batch mark items damaged
796 * Batch mark items missing
797 * Show last few circulations
800 (Experimental) Staff Catalog: Call Number Browse
801 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
803 Adds support for call number browsing in the staff catalog. The browse
804 results display vertically for consistency with the regular search and
805 browse result interfaces.
807 (Experimental) Staff Catalog: Recent Searches & Templates
808 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
813 Adds support for Recent Searches in the Angular staff catalog, consistent
814 with TPAC staff recent searches. Setting a value for the library setting
815 `opac.staff_saved_search.size` is required for the recent searches to appear.
820 Adds support for named catalog search templates. Templates allow staff to
821 create predefined searches (e.g. title =, subject =, format =, etc.)
822 where all that's left do to perform the search is fill in the search
825 Templates may be built from any of the search tabs -- search, numeric search,
826 marc, and browse -- except shelf browse, which uses no filters.
828 Templates are stored by default as workstation settings, using the setting
829 key `eg.catalog.search_templates`.
831 Port Permission Group Admin to Angular
832 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
834 The Administration -> Server Administration -> Permission Groups admin page has been migrated to
837 As an added feature, the interface now displays inherited permissions
838 alongside linked permissions for each group. Inherited permissions
839 are read-only and act to indicate to the user when a group already has
840 a certain permission and therefore may not need a new one added.
842 Additionally, a new filter option is available in the linked permissions
843 interface for filtering the displayed linked permissions by code or
846 Port Org Unit Type Admin to Angular
847 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
848 The Administration -> Server Admininistration -> Organization Types admin page has been migrated to
851 Port Local Administration Page to Angular
852 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
853 The Administration -> Local Administration page has been migrated
854 to Angular along with the following specific Local Administration
859 * Group Penalty Thresholds
861 * Item Alert Suppression
863 * Non-Cataloged Types Editor
864 * Shelving Location Editor
865 * Statistical Popularity Badges
872 This feature fully integrates the creation and management of book carousels
873 into Evergreen, allowing for the display of book cover images on a library’s
874 public catalog home page. Carousels may be animated or static. They can be
875 manually maintained by staff or automatically maintained by Evergreen. Titles
876 can appear in carousels based on newly cataloged items, recent returns,
877 popularity, etc. Titles must have copies that are visible to the public
878 catalog, be circulating, and holdable to appear in a carousel. Serial titles
879 cannot be displayed in carousels.
883 This feature introduces the concepts of Carousel Types, Carousels, and Carousel
884 Library Mappings. The first can be administered in Server Administration
885 while the latter two can be administerd in Local Administration.
887 Carousel Types define the attributes of a carousel, such as whether it is
888 automatically managed and how it is filtered. A carousel must be associated
889 with a carousel type to function properly.
891 There are five stock Carousel Types:
893 * Newly Cataloged Items - titles appear automatically based on the active date of the title’s copies
894 * Recently Returned Items - titles appear automatically based on the mostly recently circulated copy’s check-in scan date and time
895 * Top Circulated Titles - titles appear automatically based on the most circulated copies in the Item Libraries identified in the carousel definition; titles are chosen based on the number of action.circulation rows created during an interval specified in the carousel definition and includes both circulations and renewals
896 * Newest Items by Shelving Location - titles appear automatically based on the active date and shelving location of the title’s copies
897 * Manual - titles are added and managed manually by library staff
899 While additional Carousel Types can be added using the administration
900 interface, new automatic types currently require additional Perl code
903 Carousel definitions allow the operator to specify the type, owner,
904 name and, for automatically-maintained types, the item libraries and
905 shelving locations to look for titles to populate the carousels as
906 well as how far back to look for titles.
908 Carousel Library Mappings specify the libraries that the carousel
909 should be displayed out. The visibility of a carousel at a given organizational
910 unit is not automatically inherited by the descendants of that unit. The
911 carousel’s owning organizational unit is automatically added to the list of
912 display organizational units.
914 A server-side job, `refresh_carousels.srfsh`, is available to periodically
915 refresh the contents of automatic carousels.
919 Each carousel has a record bucket associated with it. Library staff can
920 add titles to a carousel's bucket, and for the manual Carousel Type, that
921 is the only way to populate the carousel. Records added to an automatic
922 carousel's bucket will be removed whenever the carousel is next
927 A new Template Toolkit macro called “carousels” allows the Evergreen
928 administrator to inject the contents of one or more carousels into any point in
929 the OPAC. The macro will accept the following parameters:
932 * `dynamic` (Boolean, default value false)
933 * `image_size` (small, medium, or large)
934 * `width` (number of titles to display on a “pane” of the carousel)
935 * `animated` (Boolean to specify whether the carousel should automatically cycle through its panes)
936 * `animation_interval` (the interval (in seconds) to wait before advancing to the next pane)
938 If the `carousel_id` parameter is supplied, the carousel with that ID will be
939 displayed. If `carousel_id` is not supplied, all carousels visible to the public
940 catalog’s `physical_loc` organizational unit is displayed.
942 Item Tags Now Display Tag Type Labels
943 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
944 When item tags display in the catalog, they will now include the label from the
945 item tag type. For example, for a tag of type "Digital Bookplate", here is a
946 comparison of the old and new display:
948 * Old output: "(Tag Value Here)"
949 * New output: "Digital Bookplate: (Tag Value Here)"
951 The type label is wrapped in a new CSS class `copy_tag_type_label` that allows
952 it to be styled separately from the tag value or hidden entirely.
954 New Column in Items Out Display
955 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
956 A new column, Owning Library, is now optionally available for the OPAC
957 Items Out display which shows the owning library of the item (not
958 necessarily the library at which the item was picked up). Clicking on
959 the library name will provide contact information for that library.
960 This is useful for When a patron has run out of renewals and the
961 owning library, not the patron's home library, is the one with whom
962 the patron will negotiate additional renewals. If the patron will
963 negotiate additional renewals with their home library or the checkout
964 library, then display of this field is superfluous.
966 The display of this column is controlled by the organization setting
967 `opac.show_owning_library_column.`
972 Fine Item Detail Enhancements
973 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
974 SIP now suppports enhancements for the Fine Item Detail returned by
975 by Patron Information Response (code 64). Different manufacturers
976 of self-check systems specify the format of the fine item detail
977 differently. A new option allows you to select the format to return.
981 After installation of Evergreen and SIP, in the Evergreen configuration
982 directory (typically /openils/conf) the SIP configuration file
983 oils_sip.xml awaits your modifications to use this feature.
985 In the <accounts><login> sections, you can add an attribute of the form
986 `av_format="__<value>__"`
988 where __<value>__ is one of thsee values:
997 <login id="sipclient" password="password" institution="gapines" av_format="3m"/>
999 If you omit the option, 'eg_legacy' will be used as the default.
1001 Currently, the behaviour of `eg_legacy` is close to, but not precisely
1002 that of `3m`. The `eg_legacy` produces the pre-enhancement behavior in
1003 Evergreen. Currently, the `swyer_a` behavior is identical to that of
1004 `3m`, but there is no guarantee that this will always be the case.
1006 If you change the brand of your self-check equipment, you may need to
1007 change the value of the option to be consistent with the new brand.
1009 Option to Limit Hold Items to Available
1010 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1012 A new option has been added to the SIP2 implementation configuration,
1013 `msg64_hold_items_available`. When set, this option will limit the
1014 count and list of hold items in the SIP2 patron information response
1015 message (64) to only those holds that are available for pickup. When
1016 not set, the full list of the patron's holds will continue to be sent.
1017 This option is useful because some self checks expect to receive only
1018 the list of available holds in the hold items and have few settings to
1019 control the display of holds.
1023 The Evergreen project would like to acknowledge the following
1024 organizations that commissioned developments in this release of
1027 * BC Libraries Cooperative
1029 * Georgia Public Library Service
1030 * Indiana State Library
1031 * King County Library System
1033 * Pennsylvania Integrated Library System
1036 We would also like to thank the following individuals who contributed
1037 code, translations, documentation, patches, and tests to this release of
1052 * Abdul Munif Hanafi
1057 * Andrea Buntz Neiman
1073 We also thank the following organizations whose employees contributed
1076 * BC Libraries Cooperative
1080 * Equinox Open Library Initiative
1081 * Georgia Public Library Service
1082 * Grand Rapids Public Library
1083 * Greater Clarks Hill Regional Library
1084 * Indiana State Library
1085 * Kenton County Public Library
1086 * King County Library System
1087 * Linn-Benton Community College
1088 * Roanoke Public Library
1089 * South Carolina State Library
1091 We regret any omissions. If a contributor has been inadvertently
1092 missed, please open a bug at http://bugs.launchpad.net/evergreen/