1 Evergreen 3.4 Release Notes
2 ===========================
9 This release contains bug fixes improving on Evergreen 3.4.4.
17 * Help popovers in the AngularJS staff client can now be opened using keyboard navigation
18 (https://bugs.launchpad.net/evergreen/+bug/1801947[Bug 1801947])
19 * Keyboard navigation improvement to the Register/Edit Patron screen
20 (https://bugs.launchpad.net/evergreen/+bug/1840329[Bug 1840329])
21 * Decorative icons in the navbar are now aria-hidden
22 (https://bugs.launchpad.net/evergreen/+bug/1795720[Bug 1795720])
23 * The staff login page now contains an apporopriate heading
24 (https://bugs.launchpad.net/evergreen/+bug/1839365[Bug 1839365])
29 * Improve wording in acquisitions line item actions menu
30 (https://bugs.launchpad.net/evergreen/+bug/1418694[Bug 1418694])
35 * Permission Group Interface refreshes after making permission changes
36 (https://bugs.launchpad.net/evergreen/+bug/1891355[Bug 1891355])
37 * Permissions for creating/modifying booking reservations can now be
39 (https://bugs.launchpad.net/evergreen/+bug/1835127[Bug 1835127])
40 * Fixes issues with sharing settings in the reporter
41 (https://bugs.launchpad.net/evergreen/+bug/1851413[Bug 1851413])
42 * It is now possible to report on non-cataloged circulations
43 separately from non-cataloged in-house uses
44 (https://bugs.launchpad.net/evergreen/+bug/1788260[Bug 1788260])
45 * Fixes a UI issue in the reporter
46 (https://bugs.launchpad.net/evergreen/+bug/1207744[Bug 1207744])
51 * Catalogers can now batch edit call numbers from item buckets
52 (https://bugs.launchpad.net/evergreen/+bug/1747664[Bug 1747664])
53 * The item editor now displays all circulation modifiers when batch updating
54 (https://bugs.launchpad.net/evergreen/+bug/1844732[Bug 1844732])
55 * When merging bibliographic records, the deleted record is now also marked as
56 inactive (https://bugs.launchpad.net/evergreen/+bug/1771386[Bug 1771386])
57 * The staff catalog now includes a UPC search option
58 (https://bugs.launchpad.net/evergreen/+bug/1885764[Bug 1885764])
59 * Catalogers can now choose "AND" or "OR" as the root node of a record match set
60 (https://bugs.launchpad.net/evergreen/+bug/1839562[Bug 1839562])
61 * The Replace Item Barcode screen now displays an error message when trying to
62 replace a barcode with a barcode already in use (Bugs
63 https://bugs.launchpad.net/evergreen/+bug/1362743[1362743]
64 and https://bugs.launchpad.net/evergreen/+bug/1890498[1890498])
65 * The Angular Catalog's Holding View grid context menu no longer includes horizontal scroll bars
66 (https://bugs.launchpad.net/evergreen/+bug/1890849[Bug 1890849])
67 * Fixes an issue that caused the Holdings View grid to not display all necessary holdings
68 (https://bugs.launchpad.net/evergreen/+bug/1845047[Bug 1845047])
69 * Fixes an issue with exporting MARC records via a CSV file
70 (https://bugs.launchpad.net/evergreen/+bug/1850825[Bug 1850825])
71 * Fixes an issue with the queue type selector in the Inspect Queue screen
72 (https://bugs.launchpad.net/evergreen/+bug/1890351[Bug 1890351])
77 * The Patron Edit form now reflects the opac.hold_notify user setting, if set
78 (https://bugs.launchpad.net/evergreen/+bug/1879993[Bug 1879993])
79 * The Patron self-registration form now persists a patron's selected home library,
80 even if they refresh the form in their browser
81 (https://bugs.launchpad.net/evergreen/+bug/1361270[Bug 1361270])
82 * Offline circulation interface now lists organizational units in the correct order
83 (https://bugs.launchpad.net/evergreen/+bug/1724019[Bug 1724019])
84 * Fixes an issue that resulted in displaying duplicate holds in the catalog's View
85 Holds tab (https://bugs.launchpad.net/evergreen/+bug/1865564[Bug 1865564])
86 * Fixes an issue in which cataloged resources sometimes do not appear in the
87 Booking Pull List (https://bugs.launchpad.net/evergreen/+bug/1882828[Bug 1882828])
88 * The Booking Pull List grid now allows users to save their grid settings
89 (https://bugs.launchpad.net/evergreen/+bug/1882825[Bug 1882825])
90 * Fixes an issue that prevents items from circulating when OpenSRF is installed
91 with non-default router names
92 (https://bugs.launchpad.net/evergreen/+bug/1904220[Bug 1904220])
97 * Fixes an issue with keyboard shortcuts in the Angular Staff Client
98 (https://bugs.launchpad.net/evergreen/+bug/1883126[Bug 1883126])
103 * Fixes an issue which prevented Zotero from gathering metadata from the
104 public catalog (https://bugs.launchpad.net/evergreen/+bug/1776954[Bug 1776954])
108 We would like to thank the following individuals who contributed code,
109 testing and documentation patches to the 3.4.5 point release of Evergreen:
138 This release contains bug fixes improving on Evergreen 3.4.3.
147 * Fixes a bug that caused the Emergency Closing handler to skip circulations with fines (https://bugs.launchpad.net/evergreen/+bug/1870605[Bug 1870605])
148 * The column headers in the Copy Status configuration screen have improved labels (https://bugs.launchpad.net/evergreen/+bug/1848573[Bug 1848573])
149 * Fixes an incorrect link to the Match Set configuration screen (https://bugs.launchpad.net/evergreen/+bug/1840294[Bug 1840294])
150 * Updates the descriptions of the _circ.staff_client.receipt_ library settings (https://bugs.launchpad.net/evergreen/+bug/1705302[Bug 1705302])
151 * The labels of the All Circulations reporter sources have been clarified (https://bugs.launchpad.net/evergreen/+bug/1852443[Bug 1852443])
152 * The emergency closing form provides additional guidance about end dates (https://bugs.launchpad.net/evergreen/+bug/1867524[Bug 1867524])
153 * The badge_score_generator.pl script is now installed as part of an Evergreen install (https://bugs.launchpad.net/evergreen/+bug/1847784[Bug 1847784])
154 * User preferred names and name keywords are now purged from the database when the user is purged
155 (https://bugs.launchpad.net/evergreen/+bug/1802166[Bug 1802166])
156 * Fixes a bug with the "months ago" functionality in the reporter (https://bugs.launchpad.net/evergreen/+bug/1885759[Bug 1885759])
157 * Angular call number prefix/suffix admin pages no longer let you edit sort key (https://bugs.launchpad.net/evergreen/+bug/1889251[Bug 1889251])
162 * Various improvements to the MARC Editor (Bugs https://bugs.launchpad.net/evergreen/+bug/1735568[Bug 1735568] and
163 https://bugs.launchpad.net/evergreen/+bug/1830443[Bug 1830443])
164 * Fixes an issue with undeleting bibliographic records (https://bugs.launchpad.net/evergreen/+bug/1845241[Bug 1845241])
165 * Item status now alerts the user about invalid barcodes uploaded from a file (https://bugs.launchpad.net/evergreen/+bug/1847784[Bug 1847784])
166 * You can now open multiple items in Item Status from an item bucket (https://bugs.launchpad.net/evergreen/+bug/1735828[Bug 1735828])
167 * The experimental catalog now allows searching by format (https://bugs.launchpad.net/evergreen/+bug/1886118[Bug 1886118])
168 * The experimental catalog now displays the bib call number according to the search library's org unit setting
169 (https://bugs.launchpad.net/evergreen/+bug/1874897[Bug 1874897])
170 * Fixes an issue with adding and editing call numbers in the experimental catalog (https://bugs.launchpad.net/evergreen/+bug/1878079[Bug 1878079])
171 * Newly added items and call numbers have distinct styling (https://bugs.launchpad.net/evergreen/+bug/1731370[Bug 1731370])
172 * Fixes an issue with hold activation dates (https://bugs.launchpad.net/evergreen/+bug/1783793[Bug 1783793])
173 * Adds item creator and editor to holdings editor grids (https://bugs.launchpad.net/evergreen/+bug/1811466[Bug 1811466])
178 * Overdue items are now highlighted in red in the Items Out screen (https://bugs.launchpad.net/evergreen/+bug/1775286[Bug 1775286])
179 * Fixes an issue that caused patron stat cat information to persist between patrons in the Patron Edit screen
180 (https://bugs.launchpad.net/evergreen/+bug/1844365[Bug 1844365])
181 * The Pending User Buckets now allow more than 100 users (https://bugs.launchpad.net/evergreen/+bug/1754387[Bug 1754387])
182 * Fixes an issue that caused long patron names to obscure important parts of circulation screens
183 (https://bugs.launchpad.net/evergreen/+bug/1805860[Bug 1805860])
184 * Prevents an incorrect "Input is out of range" validation error in the date pickers of the check out and renewal
185 screens (https://bugs.launchpad.net/evergreen/+bug/1864056[Bug 1864056])
186 * Long overdue and lost and paid items now count toward patron limits (https://bugs.launchpad.net/evergreen/+bug/1747542[Bug 1747542])
187 * The holds shelf list now includes columns for "User Alias" and "User Alias or Display Name" (https://bugs.launchpad.net/evergreen/+bug/1712854[Bug 1712854])
188 * In the messages tab of a patron's account, you can now change the date range of displayed archived penalties
189 (https://bugs.launchpad.net/evergreen/+bug/1775940[Bug 1775940])
190 * Fixes an issue with hanging transits (https://bugs.launchpad.net/evergreen/+bug/1819542[Bug 1819542])
191 * Fixes some hold targeting logic (https://bugs.launchpad.net/evergreen/+bug/1886852[Bug 1886852])
192 * Fixes an issue with default billing type prices (https://bugs.launchpad.net/evergreen/+bug/1776757[Bug 1776757])
193 * The experimental catalog's hold grid now includes both date and time for hold request time (https://bugs.launchpad.net/evergreen/+bug/1889296[Bug 1889296])
194 * Sounds now play when an item alert pops up in the web client (https://bugs.launchpad.net/evergreen/+bug/1851541[Bug 1851541])
195 * Autorenewal notifications now display a more intelligible message (https://bugs.launchpad.net/evergreen/+bug/1842431[Bug 1842431])
200 * New installations of Evergreen will prevent problematic caching of the Angular client (https://bugs.launchpad.net/evergreen/+bug/1775276[Bug 1775276])
201 * All screens in the angular client now have a banner to indicate which screen it is (https://bugs.launchpad.net/evergreen/+bug/1474874[Bug 1474874])
202 * Fixes a bug that caused inconsistent hotkey behavior (https://bugs.launchpad.net/evergreen/+bug/1886713[Bug 1886713])
203 * The moment-timezone library is pinned to 0.5.27 in the Angular client (https://bugs.launchpad.net/evergreen/+bug/1884787[Bug 1884787])
204 * Fixes an issue with comboboxes (typeaheads) in the Angular client (https://bugs.launchpad.net/evergreen/+bug/1882591[Bug 1882591])
205 * Publicly visible buckets are now known as Shareable buckets (https://bugs.launchpad.net/evergreen/+bug/1717996[Bug 1717996])
210 * Fixes an issue with HTML item feed cover images (https://bugs.launchpad.net/evergreen/+bug/1674364[Bug 1674364])
215 * The list of holdings in the OPAC now considers call number suffix in its sorting (https://bugs.launchpad.net/evergreen/+bug/1795469[Bug 1795469])
216 * The Exclude Electronic Resources checkbox now works properly when locale picker is enabled (https://bugs.launchpad.net/evergreen/+bug/1847343[Bug 1847343])
221 * Fixes an issue with SRU search (https://bugs.launchpad.net/evergreen/+bug/1833300[Bug 1833300])
222 * Fixes an issue with searching the catalog from the staff client (https://bugs.launchpad.net/evergreen/+bug/1858701[Bug 1858701])
223 * The experimental catalog basket clears when a staff member logs out (https://bugs.launchpad.net/evergreen/+bug/1867834[Bug 1867834])
224 * Fixes an accessibility issue with the catalog search on the splash page (https://bugs.launchpad.net/evergreen/+bug/1839369[Bug 1839369])
229 Evergreen administrators should update existing apache configuration files
230 so that the Angular index.html file is never cached by the client. This
231 can be done by changing the Angular setup section of the apache configuration
236 <Directory "/openils/var/web/eg2/en-US">
239 or similar in the apache configuration. Add the following after the
240 FallbackResource directive:
245 <IfModule mod_headers.c>
246 Header set Cache-Control "no-cache, no-store, must-revalidate"
247 Header set Pragma "no-cache"
253 Finally, ensure that the mod_headers apache module is enabled by running the
254 following commands on all apache servers as the root user:
259 sudo /etc/init.d/apache2 restart
262 Purge User Preferred Names
263 ^^^^^^^^^^^^^^^^^^^^^^^^^^
264 The new, user preferred name fields are now set to NULL in the
265 database when a user account is purged via the staff client or using
266 the actor.usr_delete function in the database.
268 To clear the preferred name fields from records that have already been
269 purged, run the following SQL update:
274 SET pref_prefix = NULL,
275 pref_first_given_name = NULL,
276 pref_second_given_name = NULL,
277 pref_family_name = NULL,
280 WHERE usrname ~ ('^' || id || '-PURGED')
284 pref_prefix IS NOT NULL OR
285 pref_first_given_name IS NOT NULL OR
286 pref_second_given_name IS NOT NULL OR
287 pref_family_name IS NOT NULL OR
288 pref_suffix IS NOT NULL OR
289 name_keywords IS NOT NULL
295 We would like to thank the following individuals who contributed code,
296 testing and documentation patches to the 3.4.4 point release of Evergreen:
307 * Blake Graham Henderson
328 This release contains bug fixes improving on Evergreen 3.4.2.
333 * Check In - "Route To" Field Sometimes Incorrect (https://bugs.launchpad.net/evergreen/+bug/1775276[Bug 1775276])
334 * Repair nested i18n Angular attribute (https://bugs.launchpad.net/evergreen/+bug/1862395[Bug 1862395])
335 * Select element on login not accessible (https://bugs.launchpad.net/evergreen/+bug/1839359[Bug 1839359])
336 * Org unit admin interface sorting (https://bugs.launchpad.net/evergreen/+bug/1860468[Bug 1860468])
337 * Splash page needs headers (https://bugs.launchpad.net/evergreen/+bug/1839372[Bug 1839372])
338 * Use correct API method for updating existing MARC records. (https://bugs.launchpad.net/evergreen/+bug/1859191[Bug 1859191])
339 * Callnumber Sorting by Sortkey in Transit & Copy Buckets (https://bugs.launchpad.net/evergreen/+bug/1654529[Bug 1654529])
340 * Reset field transform after adding fields (https://bugs.launchpad.net/evergreen/+bug/1778521[Bug 1778521])
341 * Login page tile is confusing to screen readers (https://bugs.launchpad.net/evergreen/+bug/1839361[Bug 1839361])
342 * Wrong row details shown on billing grid (https://bugs.launchpad.net/evergreen/+bug/1792995[Bug 1792995])
343 * Mark items as damaged - changing fee usability issues (https://bugs.launchpad.net/evergreen/+bug/1849370[Bug 1849370])
344 * Item Status checkout date and checkout workstation for renewed items (https://bugs.launchpad.net/evergreen/+bug/1787415[Bug 1787415])
345 * Staff catalog add mono part repair (https://bugs.launchpad.net/evergreen/+bug/1860275[Bug 1860275])
346 * Ang cat prevent keyword starts/exact searches (https://bugs.launchpad.net/evergreen/+bug/1819236[Bug 1819236])
347 * Marc flat editor repair slashes (in AngJS and Angular) (https://bugs.launchpad.net/evergreen/+bug/1841823[Bug 1841823])
348 * Add Vols and Copies honors owning lib (https://bugs.launchpad.net/evergreen/+bug/1854197[Bug 1854197])
349 * Avoid repeating qtype prefix in query (https://bugs.launchpad.net/evergreen/+bug/1839684[Bug 1839684])
350 * Link ADMIN_CAROUSEL permission to appropriate OU context (https://bugs.launchpad.net/evergreen/+bug/1863386[Bug 1863386])
351 * Add barcode to patron neg balance grid (https://bugs.launchpad.net/evergreen/+bug/1668352[Bug 1668352])
352 * Copy delete override repairs, perm failed handler (https://bugs.launchpad.net/evergreen/+bug/1860460[Bug 1860460])
353 * Change Pull list page title from Holds Shelf title; Make page title consistent with heading (https://bugs.launchpad.net/evergreen/+bug/1774285[Bug 1774285])
354 * Event Def Environment Fleshing Might Have Issue (https://bugs.launchpad.net/evergreen/+bug/850160[Bug 850160])
355 * Fix sample survey data. (https://bugs.launchpad.net/evergreen/+bug/1863929[Bug 1863929])
356 * Visited link color (https://bugs.launchpad.net/evergreen/+bug/1789491[Bug 1789491])
357 * 3.4 Angular version mismatch repairs (https://bugs.launchpad.net/evergreen/+bug/1860460[Bug 1860460])
358 * Fixes to consistency in two files, creating uniform capitalization and use of ellipses (https://bugs.launchpad.net/evergreen/+bug/1865951[Bug 1865951])
359 * Adding alt attributes to Open-ILS\src\templates\kpac\parts\paginate.tt2 (also handling I18N) (https://bugs.launchpad.net/evergreen/+bug/1834251[Bug 1834251])
360 * On patron edit screen set the email and phone notification to true (https://bugs.launchpad.net/evergreen/+bug/1774268[Bug 1774268])
361 when patron doesn't have any preferences. This mimics the behavior in the xul client.
362 * Item Status Precat Information (https://bugs.launchpad.net/evergreen/+bug/1801137[Bug 1801137])
363 * Change expire list to match what the hold expire function (https://bugs.launchpad.net/evergreen/+bug/1819540[Bug 1819540])
364 * Fix floating point issue preventing transactions from closing (https://bugs.launchpad.net/evergreen/+bug/1781274[Bug 1781274])
365 * 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])
366 * Fix Bad End Tags (https://bugs.launchpad.net/evergreen/+bug/1873286[Bug 1873286])
367 * Angular staff cat browse links (https://bugs.launchpad.net/evergreen/+bug/1869906[Bug 1869906])
368 * Coerce Values to String in egGridValueFilter (https://bugs.launchpad.net/evergreen/+bug/1813088[Bug 1813088])
369 * Remove right justification in grid view; Sort Libraries without Holdings In Holdings View (https://bugs.launchpad.net/evergreen/+bug/1787636[Bug 1787636])
370 * Add scoped retrieve perms for booking resource types and resources (https://bugs.launchpad.net/evergreen/+bug/1873048[Bug 1873048])
371 * Org proximity admin disable org filter (https://bugs.launchpad.net/evergreen/+bug/1837656[Bug 1837656])
372 * Fix rendering of monograph parts (https://bugs.launchpad.net/evergreen/+bug/1880035[Bug 1880035])
373 * Links to secondary admin pages (fm-editor defaultNewRecord backport;
374 config_field attribute in IDL; Admin grids support config_field links; Admin
375 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])
379 We would like to thank the following individuals who contributed code,
380 testing and documentation patches to the 3.4.3 point release of Evergreen:
416 This release contains bug fixes improving on Evergreen 3.4.1
421 The SendEmail reactor for Action/Trigger has been updated to use the
422 Email::MIME Perl module for proper encoding of the email message
423 header fields. You should notice no functional difference in the
424 sending of emails. This change does add a new prerequisite package,
425 so be sure to run the prerequisite installation procedure for your
426 Linux distribution before upgrading Evergreen.
428 The new dependency is the `libemail-mime-perl` package for Debian and
429 Ubuntu, and the `perl-Email-MIME` package for Fedora.
437 * Fixes an issue with the Angular portions of the web client running on Firefox (https://bugs.launchpad.net/evergreen/+bug/1857710[Bug 1857710])
438 * Fixes an issue with sending emails on newer versions of Ubuntu and Debian (https://bugs.launchpad.net/evergreen/+bug/1801163[Bug 1801163])
439 * 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])
440 * 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])
441 * 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])
442 * Fixes some permission-related code in the Angular portions of the web client (https://bugs.launchpad.net/evergreen/+bug/1860351[Bug 1860351])
446 * Fixes several bugs related to Hatch (Bugs https://bugs.launchpad.net/evergreen/+bug/1830391[1830391] and https://bugs.launchpad.net/evergreen/+bug/1858118[1858118])
452 * Fixes an issue with receiving line items from the general acquisitions search screen (https://bugs.launchpad.net/evergreen/+bug/1607922[Bug 1607922])
457 * Fixes an issue with the carousel creation process (https://bugs.launchpad.net/evergreen/+bug/1851524[Bug 1851524])
458 * Fixes an issue with the Server Administration Permission Group interface (https://bugs.launchpad.net/evergreen/+bug/1851831[Bug 1851831])
459 * Fixes an issue with the Local Administration Standing Penalty interface (https://bugs.launchpad.net/evergreen/+bug/1843640[Bug 1843640])
464 * 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])
465 * 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])
466 * Catalogers can now apply copy alerts to multiple items at once when creating new items (https://bugs.launchpad.net/evergreen/+bug/1832735[Bug 1832735])
467 * The experimental staff catalog now displays more helpful titles in browser tabs (https://bugs.launchpad.net/evergreen/+bug/1849182[Bug 1849182])
468 * 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])
469 * Fixes an issue that prevented catalogers from setting a bib source for a bibliographic record (https://bugs.launchpad.net/evergreen/+bug/1843599[Bug 1843599])
470 * Fixes a display issue in the experimental staff catalog holdings view (https://bugs.launchpad.net/evergreen/+bug/1840982[Bug 1840982])
476 * The check in screen now honors the `ui.circ.suppress_checkin_popups` library setting (https://bugs.launchpad.net/evergreen/+bug/1437103[Bug 1437103])
477 * Fixes an issue with selecting bills on the Bill History tab (https://bugs.launchpad.net/evergreen/+bug/1780283[Bug 1780283])
478 * Improves performance of the hold shelf functionality (https://bugs.launchpad.net/evergreen/+bug/1855329[Bug 1855329])
479 * 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])
480 * The check out screeen no longer allows due dates in the past (https://bugs.launchpad.net/evergreen/+bug/1712644[Bug 1712644])
481 * 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])
482 * Loan duration rules can now include hour lengths that are longer than two digits (https://bugs.launchpad.net/evergreen/+bug/1857156[Bug 1857156])
483 * The check in grid now has an optional Monograph Parts column (https://bugs.launchpad.net/evergreen/+bug/1739609[Bug 1739609])
488 We would like to thank the following individuals who contributed code,
489 testing and documentation patches to the 3.4.2 point release of Evergreen:
497 * Andrea Buntz Neiman
520 This release contains bug fixes improving on Evergreen 3.4.0.
525 * Reduce the cost of utility functions, speeding up search (https://bugs.launchpad.net/evergreen/+bug/1836963[Bug 1836963])
526 * Fixes Current Date in Date Returned in Circ History CSV (https://bugs.launchpad.net/evergreen/+bug/1813056[Bug 1813056])
527 * Fix Last Captured Hold Check for Holds Shelf (https://bugs.launchpad.net/evergreen/+bug/1827250[Bug 1827250])
528 * Only include OPAC-visible copies in SRU/Z39.50 holdings (https://bugs.launchpad.net/evergreen/+bug/1609556[Bug 1609556])
529 * Re-alphabetize Local & Server Administration Links (https://bugs.launchpad.net/evergreen/+bug/1803790[Bug 1803790])
530 * Allow saving Bill Full Details grids (https://bugs.launchpad.net/evergreen/+bug/1729435[Bug 1729435])
531 * Improve usability of Patron Bill History date selector (https://bugs.launchpad.net/evergreen/+bug/1841089[Bug 1841089])
532 * MARC Batch Import/Export: Disable grid row select on queued record matches (https://bugs.launchpad.net/evergreen/+bug/1842763[Bug 1842763])
533 * Fix when the "duplicate barcode" alert appears (https://bugs.launchpad.net/evergreen/+bug/1777698[Bug 1777698])
534 * Fix paging of pending patrons (https://bugs.launchpad.net/evergreen/+bug/1749970[Bug 1749970])
535 * Check bib visibility for located URI auto suggest (https://bugs.launchpad.net/evergreen/+bug/1802952[Bug 1802952])
536 * Patron Prefix and Suffix Display in Summary (https://bugs.launchpad.net/evergreen/+bug/1821969[Bug 1821969])
537 * Numerous usability improvements to the Booking module (https://bugs.launchpad.net/evergreen/+bug/1816475[Bug 1816475])
538 * Do not include Tag Owner in Tag (https://bugs.launchpad.net/evergreen/+bug/1825403[Bug 1825403])
539 * Browser refresh no longer closes an open purchase order (https://bugs.launchpad.net/evergreen/+bug/1765434[Bug 1765434])
540 * Avoid hard-coded paths in Apache config (https://bugs.launchpad.net/evergreen/+bug/1844720[Bug 1844720])
541 * Close all open dialogs on Angular route change (https://bugs.launchpad.net/evergreen/+bug/1849372[Bug 1849372])
542 * Offline: Non-cataloged item receipt printing (https://bugs.launchpad.net/evergreen/+bug/1806783[Bug 1806783])
543 * Require some Storage submodules instead of use them (https://bugs.launchpad.net/evergreen/+bug/1835620[Bug 1835620])
544 * Test Angular(JS) with modern browsers (https://bugs.launchpad.net/evergreen/+bug/1845693[Bug 1845693])
545 * Remove "Install latest LTS node from source" docs (https://bugs.launchpad.net/evergreen/+bug/1849506[Bug 1849506])
546 * Remove extra grid refresh from configuration load (https://bugs.launchpad.net/evergreen/+bug/1846038[Bug 1846038])
550 We would like to thank the following individuals who contributed code,
551 testing and documentation patches to the 3.4.1 point release of Evergreen:
578 The Evergreen 3.4.0 release is a major feature release.
583 Minimum Required OpenSRF Version
584 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
585 Evergreen 3.4 requires OpenSRF 3.2.x or later.
587 Updating OPAC colors.tt2 file
588 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
590 Sites that have customized `colors.tt2` should add a line for
591 the new `link` color. For example:
595 link = "#3ef624", # lime green
598 The template can be found at opac/parts/css/colors.tt2.
600 marc_stream_importer.pl configuration file
601 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
603 Because `marc_stream_importer.pl` now expects its configuration file to
604 be in the configuration directory, not the binary directory, existing
605 users will likely need to manually move the configuration file into
618 Ability to specify specific date in action_trigger_aggregator.pl
619 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
621 An option, `--date`, has been added to the `action_trigger_aggregator.pl`
622 support script that allows the user to specify a specific date to aggregate
623 event output for. This new argument cannot be used with either `--start-date`
624 or `--end-date`. This option was added to simplify pulling event output for a
627 Aged Billings and Payments
628 ^^^^^^^^^^^^^^^^^^^^^^^^^^
630 Two new database tables are added for tracking aged billings and payments:
631 `money.aged_billing` and `money.aged_payment`.
633 Two new database views are added, `money.all_billings` and `money.all_payments`
634 for aggregating data across the active and aged tables.
636 When a circulation is aged, billings and payments linked to the circulation
637 are migrated from the active billing and payment tables to the new aged
640 The new tables are accessible to the reporter.
642 New Action Trigger - Fine Limit Exceeded
643 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
644 New optional email notification that is sent when a block is applied
645 to a patron's account due to excess fines.
647 (The patron block functionality itself already exists and is based on
648 the settings in Local Administration -> Standing Penalties (PATRON_EXCEEDS_FINES)
649 and Local Administration -> Group Penalty Thresholds.)
651 Install marc_stream_importer.pl By Default
652 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
653 The script for the MARC stream importer, `marc_stream_importer.pl`,
654 is now installed in the Evergreen `bin` directory (typically
655 `/openils/bin`) by default. It now also expects that its configuration
656 file will be in the usual config directory (typically `/openils/conf`)
657 and the example configuration file is installed there by default.
660 AuthProxy Support for Arbitrary LDAP Usernames
661 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
663 AuthProxy now supports LDAP-based login with a username that is
664 different from your Evergreen username.
666 This feature may be useful for libraries that use an LDAP server for
667 single sign-on (SSO). Let's say you are a post-secondary library using
668 student or employee numbers as Evergreen usernames, but you want people
669 to be able to login to Evergreen with their SSO credentials, which may
670 be different from their student/employee number. To support this,
671 AuthProxy can now be configured to accept your SSO username on login,
672 use it to look up your student/employee number on the LDAP server, and
673 log you in as the appropriate Evergreen user.
675 For this to work, in the AuthProxy configuration for your LDAP server in
676 `opensrf.xml`, set `bind_attr` to the LDAP field containing your LDAP
677 username, and "id_attr" to the LDAP field containing your student or
678 employee number (or whatever other value is used as your Evergreen
679 username). If `bind_attr` is not set, Evergreen will assume that your
680 LDAP username and Evergreen username are the same.
682 Now, let's say your LDAP server is only an authoritative auth provider
683 for Library A. Nothing prevents the server from reporting that your
684 student number is 000000, even if that Evergreen username is already in
685 use by another patron at Library B. We want to ensure that AuthProxy
686 does not use Library A's LDAP server to log you in as the Library B
687 patron. For this reason, a new `restrict_by_home_ou` setting has been
688 added to AuthProxy config. When enabled, this setting restricts LDAP
689 authentication to users belonging to a library served by that LDAP
690 server (i.e. the user's home library must match the LDAP server's
691 `org_units` setting in `opensrf.xml`). Use of this setting is strongly
694 Angular Organizational Units Admin Page
695 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
697 The Administration -> Server Administration -> Organizational Units
698 page has been migrated to Angular.
700 pingest.pl Now Has a --rebuild-rmsr Option
701 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
703 An option, `--rebuild-rmsr`, has been added to the `pingest.pl` support
704 script. This option will rebuild the
705 `reporter.materialized_simple_record` (rmsr) table after the ingests are
708 This option might prove useful if you want to rebuild the table as
709 part of a larger reingest. If all you wish to do is to rebuild the
710 rmsr table, then it would be just as simple to connect to the database
711 server and run the following SQL:
715 SELECT reporter.refresh_materialized_simple_record();
718 Links in Public Catalog Now Have Separate Color
719 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
720 Hyperlinks in the public catalog now have a separate color definition
721 in the `colors.tt2` template to make it easier to style the public
722 catalog header/footer to use the same background color as the center
726 Server-Managed Print Templates for Angular
727 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
729 Adds support for generating print content via server-side web service.
730 Server print templates are implemented as Template Toolkit and content
731 is compiled and generated on the server, based on runtime data provided
734 Feature includes a new Angular admin interface for testing and editing
735 server-managed print templates. The UI is accessed under Administration ->
736 Server Administration -> Print Templates, though the menu entry may be
737 moved to Administration -> Local Administration, once Local Administration is migrated
740 Two sample templates are included to demonstrate the format and
741 functionality. The `Holds For Bib Record` template may be tested by
742 navigating to the record holds tab in the Angular staff catalog
743 (/eg2/en-US/staff/catalog/record/<record-id>/holds) and chose the
744 `Print Holds` grid action.
749 Apply Apache configuration changes to `eg_vhost.conf` and `eg_startup`.
751 * Add to `eg_vhost.conf`
753 ---------------------------------------------------------------------------
754 <Location /print_template>
755 SetHandler perl-script
756 PerlHandler OpenILS::WWW::PrintTemplate
761 ---------------------------------------------------------------------------
763 * Add to `eg_startup`
765 ---------------------------------------------------------------------------
766 # Pass second argument of '1' to enable process-level template caching.
767 use OpenILS::WWW::PrintTemplate ('/openils/conf/opensrf_core.xml', 0);
768 ---------------------------------------------------------------------------
773 A new Perl module `HTML::Defang` is required for cleansing generated HTML
774 of executable code for security purposes. The dependency is added to
775 the Makefile.install process for new builds. Existing Evergreen instances
776 will need the dependency manually installed.
778 Installing on (for example) Ubuntu:
781 ---------------------------------------------------------------------------
782 sudo apt-get install libhtml-defang-perl
783 ---------------------------------------------------------------------------
785 Angular Standing Penalty Admin Page
786 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
788 The Administration -> Local Administration -> Standing Penalties
789 page has been migrated to Angular.
791 Copy Alert Permissions Added to Seed Data
792 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
793 Copy alerts were improved in recent releases of Evergreen,
794 but the permissions were not assigned to any of the stock
795 permission profiles in the "seed data" supplied to first time
798 The VIEW_COPY_ALERT permission is now assigned to all profiles
799 under the "Staff" parent profile, and ADMIN_COPY_ALERT is now
800 assigned to Cataloging Administrator and should be available to
801 all Administrator profiles.
803 This change does NOT include an upgrade script, so site server
804 administrators are responsible for updating the permissions
805 profiles for their individual systems.
807 Architecture and Internals
808 ~~~~~~~~~~~~~~~~~~~~~~~~~~
810 Angular Grid Improvements
811 ^^^^^^^^^^^^^^^^^^^^^^^^^
812 Grids in new Angular staff interfaces now have options to
814 * allow users to filter results per-column
815 * make the grid header in tall/long grids sticky (i.e., the
816 grid header continues to be displayed while the user
817 scrolls through the grid)
818 * allow users to edit a record in a grid and save the results
819 without losing one's place in grid paging.
821 Configurable APIs for Patron Authentication and Retrieval
822 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
823 Many external services need to authenticate patrons and retrieve information
824 about their accounts from Evergreen. Most of these services support some form
825 of HTTP-based authentication, but every service has its own requirements and
826 none of them support native Evergreen authentication. Meanwhile, libraries
827 often need to restrict access to these external services based on patron type,
828 current status, standing penalties, and so on.
830 To meet these needs, Evergreen now has support for separate, configurable HTTP
831 API endpoints for remote patron authentication and retrieval. Each RemoteAuth
832 endpoint handles a different external service or authentication method. You
833 set up the endpoints you want in your Apache config; each one uses a generic
834 mod_perl handler to manage incoming requests, and specifies a Perl module that
835 can actually talk to the external service, as well as an authentication profile
836 that determines which patrons can be authenticated at this endpoint. Support
837 for https://tools.ietf.org/html/rfc7617["Basic" HTTP Authentication] is
838 provided as a reference implementation.
840 open-ils.circ.renew.auto API Deprecated
841 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
842 The `open-ils.circ.renew.auto` API added in release 3.2 is deprecated
843 and will be removed in Evergreen release 3.5. Please switch to using
844 the `open-ils.circ.renew` API with the `auto_renew` option set to 1 in any
850 New Cancel Edit Button In Record Merge Interface
851 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
852 The web staff client's Record Merge dialog now has a "Cancel Edit"
853 button that is displayed when editing the lead record in place. Using
854 this button will abandon any pending record edits without requiring
855 that the entire dialog be dismissed.
857 Staff Catalog Basket Export Option
858 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
860 Adds a new "Export Records" option to the staff catalog basket menu.
861 When selected, the user is directed to the Vandelay record export
862 interface, which will be set to "basket export" mode. Staff can then
863 apply export preferences (usmarc, marxml, etc.) and export the basket
864 records. In "basket export" mode, Vandley provides a link to return to
865 the catalog (preserving search parameters).
867 Copy Edit Interface Display Modifications
868 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
873 Disabling a field in the "Defaults" tab in the copy editor now hides the
874 field instead of simply disabling it.
876 Working Items Moves Down
877 ++++++++++++++++++++++++
879 The "Working Items" grid now sits below the item attribute edit area, so the
880 attributes are allowed to fill the horizontal space.
882 New Options for Importing Copies
883 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
885 Two new options for importing holdings have been added to MARC Batch
888 . **Auto-overlay On-order Cataloguing Copies**: This is similar to
889 "Auto-overlay In-process Acquisitions Copies," but for copies that were not
890 created from an acquisitions workflow. Holdings information in the incoming
891 record will be used to overlay any existing On Order copies for the matching
892 record which belong to the owning library defined in the Holdings Import
893 Profile. The Holdings Import Profile is also used to match incoming copies to
894 existing copies, if possible; otherwise, On Order copies are overlaid in the
895 order they were created. The call number will also be overlaid if the
896 incoming record provides one.
897 . **Use Org Unit Matching in Copy to Determine Best Match**: When there are
898 multiple potential matching records, this feature allows the user to
899 automatically select the record which has the most copies at libraries near
900 the importing library in the org tree. That is, starting at the importing
901 library, it climbs the org tree, gradually expanding the scope at which it
902 checks for holdings on matching records; once holdings are found, the record
903 with the most holdings at that scope is selected for overlay. If there are
904 no matching records with holdings, then the default best match overlay is
910 Two new permissions control the use of these new features:
912 * IMPORT_ON_ORDER_CAT_COPY
913 * IMPORT_USE_ORG_UNIT_COPIES
915 Enhanced Request Items Functionality
916 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
918 The Request Items action available in the Item Status and Item Buckets
919 interfaces has been given an Honor User Preferences checkbox which does
920 the following for the selected user when checked:
922 * Change the Pickup Lib selection to match the user's Default Hold Pickup Location
923 * Honor the user's Holds Notification settings (including Default Phone Number, etc.)
925 Success and Failure toasts have also been added based on what happens
926 after the Request Items interface has closed.
928 Also, a Title Hold option has been added to the Hold Type menu. This will create
929 one title-level hold request for each unique title associated with the items that were selected
930 when Request Items was invoked.
932 Display Codes in Physical Characteristics Wizard Drop-downs (LP#1776003)
933 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
934 Drop-downs in the Physical Characteristics Wizard in the MARC editor
935 now display both code and label.
940 Booking Module Refresh
941 ^^^^^^^^^^^^^^^^^^^^^^
943 The Booking module has been redesigned, with many of its interfaces being
944 redesigned in Angular.
946 This adds a new screen called "Manage Reservations", where staff can check details about
947 all outstanding reservations, including those that have been recently placed, captured,
948 picked up, or returned.
950 On many screens within the new booking module, staff are able to edit reservations. Previously,
951 they would have needed to cancel and recreate those reservations with the new data.
953 There is a new notes field attached to reservations, where staff can leave notes about the
954 reservation. One use case is to alert staff that a particular resource is being stored in
955 an unfamiliar location. This field is visible on all screens within the booking module.
957 The Create Reservations UI is completely re-designed, and now includes a calendar-like view
958 on which staff can view existing reservations and availability.
960 New Permission: CREATE_PRECAT
961 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
963 This permission is required to create (or re-create) a pre-cataloged item
964 through the "Barcode ??? was mis-scanned or is a non-cataloged item."
965 dialog. All form elements in the pre-cat dialog other than the Cancel
966 button will be disabled if the current user lacks the CREATE_PRECAT
967 permission when an uncataloged (or already pre-cataloged item) is scanned.
968 This permission is not needed to renew pre-cataloged items.
970 The upgrade script for this feature will insert the permission into every
971 permission group that has the STAFF_LOGIN permission, so out-of-the-box no
972 behavior will change.
974 Enhanced Mark Item Functionality
975 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
977 Evergreen's Mark Item Damaged and Mark Item Missing functionality has
978 been enhanced, and the ability to mark an item with the Discard/Weed
979 status has been added. This enhancement affects both the Evergreen
980 back end code and the staff client.
985 The option to "Mark Item as Discard/Weed" has been added to areas
986 where the option(s) to "Mark Item as Missing" and/or "Mark Item as
987 Damaged" appear. This is primarily in the action menus on the
988 following interfaces:
999 This new option allows staff to mark a copy with the Discard/Weed
1000 status quickly and easily without necessarily requiring the
1001 intervention of cataloging staff. In order to mark an item with the
1002 Discard/Weed status, staff will require either the `MARK_ITEM_DISCARD`
1003 or `UPDATE_COPY` status at the item's owning library. (NOTE: This
1004 permission choice is consistent with the permission requirements for
1005 the current Mark Item Damaged or Missing functionality.)
1007 If the item to be marked Discard/Weed is checked out to a patron, the
1008 staff will be presented with a dialog informing them that the item is
1009 checked out and asking if they would like to check it in and proceed.
1010 If they choose to continue, the item will be checked in and then
1011 marked with the Discard/Weed status. If the staff person chooses to
1012 cancel, then the item will not be checked in, and it will not be
1013 marked Discard/Weed. The Mark Item Missing functionality has also
1014 been changed to exhibit this behavior with checked out items. The
1015 Mark Item Damaged functionality already handles checked out items.
1017 Should the item have a status of In Transit at the time it is to be
1018 marked, then staff will be prompted to abort the transit before
1019 proceeding with changing the item's status. If they choose to abort
1020 the transit and they have the permission to do so, the transit will be
1021 aborted and the item's status changed. If they choose to cancel, then
1022 the transit will not be aborted and the item's status will remain
1023 unchanged. This change applies to all three of the current Mark Item
1024 statuses: Missing, Damaged, and Discard/Weed.
1026 Marking an item Discard/Weed is typically one step away from deleting
1027 the item. For this reason, if the item to be marked Discard/Weed is
1028 not in a Checked Out or In Transit status, but it is in a status that
1029 restricts item deletion, the staff will be presented with a dialog
1030 notifying them of the item's status and asking if they wish to
1031 proceed. If staff choose to proceed and they have the
1032 `COPY_DELETE_WARNING.override` permission, then the item will be
1033 marked with the Discard/Weed status. Naturally, the item's status
1034 will be unchanged if they choose not to proceed. This change does not
1035 affect the marking of an item as Missing or Damaged.
1037 Marking an item as Discard/Weed has one more additional check that the
1038 other statuses do not. If the item being marked as Discard/Weed is
1039 the last copy that can fill a hold, then staff will also be notified
1040 of this condition and asked if they wish to continue. In this case,
1041 there is no permission required. Whether or not the item is marked as
1042 Discard/Weed in this case depends solely on the staff's choice.
1047 In order to accommodate the presentation of dialogs and overrides in
1048 the staff client, the `OpenILS::Application::Circ` module's method for
1049 marking item statuses has had a few changes made. Firstly, the code
1050 of the `mark_item` function has been rearranged to a more logical
1051 flow. Most of the condition and permission checks are made before
1052 creating a transaction. Secondly, it has been modified to return 3
1053 new events when certain conditions are met:
1055 * `ITEM_TO_MARK_CHECKED_OUT`
1056 * `ITEM_TO_MARK_IN_TRANSIT`
1057 * `ITEM_TO_MARK_LAST_HOLD_COPY`
1059 The `COPY_DELETE_WARNING` event will be returned when attempting to
1060 mark an item with the Discard/Weed status and the status has the
1061 `restrict_copy_delete` flag set to true.
1063 The function now also recognizes a hash of extra arguments for all
1064 statuses and not just for the mark Damaged functionality. This
1065 argument hash can be used to bypass or override any or all of the
1066 above mentioned events. Each event has a corresponding argument that
1067 if set to a "true" value will cause the `mark_item` to bypass the
1068 given event. These argument flags are, respectively:
1072 * `handle_last_hold_copy`
1073 * `handle_copy_delete_warning`
1075 The code to mark an item damaged still accepts its previous hash
1076 arguments in addition to these new ones.
1078 The function still returns other errors and events as before. It
1079 still returns 1 on success.
1081 It is also worth noting here that the staff client can be easily
1082 extended with the ability to mark items into the other statuses
1083 offered by the back end functions. Most of the staff client
1084 functionality is implemented in two functions with placeholders in the
1085 main function (`egCirc.mark_item`) for the unimplemented statuses.
1087 Library Links in Billing Details screen
1088 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1090 The Billing Full Details view now includes links to information about the billing and owning
1091 libraries. This can be useful in situations where circulation staff are troubleshooting a
1092 bill and would like to quickly find contact information for the billing or owning library.
1097 Cross-Tab Communication Demo
1098 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1099 The Angular Sandbox now includes an example
1100 for developers interested in sharing data
1101 between staff client browser tabs.
1103 (Experimental) Staff Catalog: Record Holds Tab
1104 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1105 Adds support for the Holds tab in the record detail view of the Angular
1106 staff catalog. Includes grid and hold-related actions.
1109 * Batch cancel holds
1110 * Batch retarget holds
1112 ** Unified form to modify notify options, dates, etc.
1113 * Hold detail page (menu and row double-click)
1114 * Batch mark items damaged
1115 * Batch mark items missing
1116 * Show last few circulations
1119 (Experimental) Staff Catalog: Call Number Browse
1120 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1122 Adds support for call number browsing in the staff catalog. The browse
1123 results display vertically for consistency with the regular search and
1124 browse result interfaces.
1126 (Experimental) Staff Catalog: Recent Searches & Templates
1127 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1132 Adds support for Recent Searches in the Angular staff catalog, consistent
1133 with TPAC staff recent searches. Setting a value for the library setting
1134 `opac.staff_saved_search.size` is required for the recent searches to appear.
1139 Adds support for named catalog search templates. Templates allow staff to
1140 create predefined searches (e.g. title =, subject =, format =, etc.)
1141 where all that's left do to perform the search is fill in the search
1144 Templates may be built from any of the search tabs -- search, numeric search,
1145 marc, and browse -- except shelf browse, which uses no filters.
1147 Templates are stored by default as workstation settings, using the setting
1148 key `eg.catalog.search_templates`.
1150 Port Permission Group Admin to Angular
1151 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1153 The Administration -> Server Administration -> Permission Groups admin page has been migrated to
1156 As an added feature, the interface now displays inherited permissions
1157 alongside linked permissions for each group. Inherited permissions
1158 are read-only and act to indicate to the user when a group already has
1159 a certain permission and therefore may not need a new one added.
1161 Additionally, a new filter option is available in the linked permissions
1162 interface for filtering the displayed linked permissions by code or
1165 Port Org Unit Type Admin to Angular
1166 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1167 The Administration -> Server Admininistration -> Organization Types admin page has been migrated to
1170 Port Local Administration Page to Angular
1171 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1172 The Administration -> Local Administration page has been migrated
1173 to Angular along with the following specific Local Administration
1177 * Barcode Completion
1178 * Group Penalty Thresholds
1180 * Item Alert Suppression
1182 * Non-Cataloged Types Editor
1183 * Shelving Location Editor
1184 * Statistical Popularity Badges
1191 This feature fully integrates the creation and management of book carousels
1192 into Evergreen, allowing for the display of book cover images on a library’s
1193 public catalog home page. Carousels may be animated or static. They can be
1194 manually maintained by staff or automatically maintained by Evergreen. Titles
1195 can appear in carousels based on newly cataloged items, recent returns,
1196 popularity, etc. Titles must have copies that are visible to the public
1197 catalog, be circulating, and holdable to appear in a carousel. Serial titles
1198 cannot be displayed in carousels.
1202 This feature introduces the concepts of Carousel Types, Carousels, and Carousel
1203 Library Mappings. The first can be administered in Server Administration
1204 while the latter two can be administerd in Local Administration.
1206 Carousel Types define the attributes of a carousel, such as whether it is
1207 automatically managed and how it is filtered. A carousel must be associated
1208 with a carousel type to function properly.
1210 There are five stock Carousel Types:
1212 * Newly Cataloged Items - titles appear automatically based on the active date of the title’s copies
1213 * Recently Returned Items - titles appear automatically based on the mostly recently circulated copy’s check-in scan date and time
1214 * 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
1215 * Newest Items by Shelving Location - titles appear automatically based on the active date and shelving location of the title’s copies
1216 * Manual - titles are added and managed manually by library staff
1218 While additional Carousel Types can be added using the administration
1219 interface, new automatic types currently require additional Perl code
1222 Carousel definitions allow the operator to specify the type, owner,
1223 name and, for automatically-maintained types, the item libraries and
1224 shelving locations to look for titles to populate the carousels as
1225 well as how far back to look for titles.
1227 Carousel Library Mappings specify the libraries that the carousel
1228 should be displayed out. The visibility of a carousel at a given organizational
1229 unit is not automatically inherited by the descendants of that unit. The
1230 carousel’s owning organizational unit is automatically added to the list of
1231 display organizational units.
1233 A server-side job, `refresh_carousels.srfsh`, is available to periodically
1234 refresh the contents of automatic carousels.
1238 Each carousel has a record bucket associated with it. Library staff can
1239 add titles to a carousel's bucket, and for the manual Carousel Type, that
1240 is the only way to populate the carousel. Records added to an automatic
1241 carousel's bucket will be removed whenever the carousel is next
1246 A new Template Toolkit macro called “carousels” allows the Evergreen
1247 administrator to inject the contents of one or more carousels into any point in
1248 the OPAC. The macro will accept the following parameters:
1251 * `dynamic` (Boolean, default value false)
1252 * `image_size` (small, medium, or large)
1253 * `width` (number of titles to display on a “pane” of the carousel)
1254 * `animated` (Boolean to specify whether the carousel should automatically cycle through its panes)
1255 * `animation_interval` (the interval (in seconds) to wait before advancing to the next pane)
1257 If the `carousel_id` parameter is supplied, the carousel with that ID will be
1258 displayed. If `carousel_id` is not supplied, all carousels visible to the public
1259 catalog’s `physical_loc` organizational unit is displayed.
1261 Item Tags Now Display Tag Type Labels
1262 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1263 When item tags display in the catalog, they will now include the label from the
1264 item tag type. For example, for a tag of type "Digital Bookplate", here is a
1265 comparison of the old and new display:
1267 * Old output: "(Tag Value Here)"
1268 * New output: "Digital Bookplate: (Tag Value Here)"
1270 The type label is wrapped in a new CSS class `copy_tag_type_label` that allows
1271 it to be styled separately from the tag value or hidden entirely.
1273 New Column in Items Out Display
1274 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1275 A new column, Owning Library, is now optionally available for the OPAC
1276 Items Out display which shows the owning library of the item (not
1277 necessarily the library at which the item was picked up). Clicking on
1278 the library name will provide contact information for that library.
1279 This is useful for When a patron has run out of renewals and the
1280 owning library, not the patron's home library, is the one with whom
1281 the patron will negotiate additional renewals. If the patron will
1282 negotiate additional renewals with their home library or the checkout
1283 library, then display of this field is superfluous.
1285 The display of this column is controlled by the organization setting
1286 `opac.show_owning_library_column.`
1291 Fine Item Detail Enhancements
1292 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1293 SIP now suppports enhancements for the Fine Item Detail returned by
1294 by Patron Information Response (code 64). Different manufacturers
1295 of self-check systems specify the format of the fine item detail
1296 differently. A new option allows you to select the format to return.
1300 After installation of Evergreen and SIP, in the Evergreen configuration
1301 directory (typically /openils/conf) the SIP configuration file
1302 oils_sip.xml awaits your modifications to use this feature.
1304 In the <accounts><login> sections, you can add an attribute of the form
1305 `av_format="__<value>__"`
1307 where __<value>__ is one of thsee values:
1316 <login id="sipclient" password="password" institution="gapines" av_format="3m"/>
1318 If you omit the option, 'eg_legacy' will be used as the default.
1320 Currently, the behaviour of `eg_legacy` is close to, but not precisely
1321 that of `3m`. The `eg_legacy` produces the pre-enhancement behavior in
1322 Evergreen. Currently, the `swyer_a` behavior is identical to that of
1323 `3m`, but there is no guarantee that this will always be the case.
1325 If you change the brand of your self-check equipment, you may need to
1326 change the value of the option to be consistent with the new brand.
1328 Option to Limit Hold Items to Available
1329 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1331 A new option has been added to the SIP2 implementation configuration,
1332 `msg64_hold_items_available`. When set, this option will limit the
1333 count and list of hold items in the SIP2 patron information response
1334 message (64) to only those holds that are available for pickup. When
1335 not set, the full list of the patron's holds will continue to be sent.
1336 This option is useful because some self checks expect to receive only
1337 the list of available holds in the hold items and have few settings to
1338 control the display of holds.
1342 The Evergreen project would like to acknowledge the following
1343 organizations that commissioned developments in this release of
1346 * BC Libraries Cooperative
1348 * Georgia Public Library Service
1349 * Indiana State Library
1350 * King County Library System
1352 * Pennsylvania Integrated Library System
1355 We would also like to thank the following individuals who contributed
1356 code, translations, documentation, patches, and tests to this release of
1371 * Abdul Munif Hanafi
1376 * Andrea Buntz Neiman
1392 We also thank the following organizations whose employees contributed
1395 * BC Libraries Cooperative
1399 * Equinox Open Library Initiative
1400 * Georgia Public Library Service
1401 * Grand Rapids Public Library
1402 * Greater Clarks Hill Regional Library
1403 * Indiana State Library
1404 * Kenton County Public Library
1405 * King County Library System
1406 * Linn-Benton Community College
1407 * Roanoke Public Library
1408 * South Carolina State Library
1410 We regret any omissions. If a contributor has been inadvertently
1411 missed, please open a bug at http://bugs.launchpad.net/evergreen/