1 Evergreen 3.4 Release Notes
2 ===========================
9 This release contains bug fixes improving on Evergreen 3.4.3.
18 * Fixes a bug that caused the Emergency Closing handler to skip circulations with fines (https://bugs.launchpad.net/evergreen/+bug/1870605[Bug 1870605])
19 * The column headers in the Copy Status configuration screen have improved labels (https://bugs.launchpad.net/evergreen/+bug/1848573[Bug 1848573])
20 * Fixes an incorrect link to the Match Set configuration screen (https://bugs.launchpad.net/evergreen/+bug/1840294[Bug 1840294])
21 * Updates the descriptions of the _circ.staff_client.receipt_ library settings (https://bugs.launchpad.net/evergreen/+bug/1705302[Bug 1705302])
22 * The labels of the All Circulations reporter sources have been clarified (https://bugs.launchpad.net/evergreen/+bug/1852443[Bug 1852443])
23 * The emergency closing form provides additional guidance about end dates (https://bugs.launchpad.net/evergreen/+bug/1867524[Bug 1867524])
24 * The badge_score_generator.pl script is now installed as part of an Evergreen install (https://bugs.launchpad.net/evergreen/+bug/1847784[Bug 1847784])
25 * User preferred names and name keywords are now purged from the database when the user is purged
26 (https://bugs.launchpad.net/evergreen/+bug/1802166[Bug 1802166])
27 * Fixes a bug with the "months ago" functionality in the reporter (https://bugs.launchpad.net/evergreen/+bug/1885759[Bug 1885759])
28 * Angular call number prefix/suffix admin pages no longer let you edit sort key (https://bugs.launchpad.net/evergreen/+bug/1889251[Bug 1889251])
33 * Various improvements to the MARC Editor (Bugs https://bugs.launchpad.net/evergreen/+bug/1735568[Bug 1735568] and
34 https://bugs.launchpad.net/evergreen/+bug/1830443[Bug 1830443])
35 * Fixes an issue with undeleting bibliographic records (https://bugs.launchpad.net/evergreen/+bug/1845241[Bug 1845241])
36 * Item status now alerts the user about invalid barcodes uploaded from a file (https://bugs.launchpad.net/evergreen/+bug/1847784[Bug 1847784])
37 * You can now open multiple items in Item Status from an item bucket (https://bugs.launchpad.net/evergreen/+bug/1735828[Bug 1735828])
38 * The experimental catalog now allows searching by format (https://bugs.launchpad.net/evergreen/+bug/1886118[Bug 1886118])
39 * The experimental catalog now displays the bib call number according to the search library's org unit setting
40 (https://bugs.launchpad.net/evergreen/+bug/1874897[Bug 1874897])
41 * Fixes an issue with adding and editing call numbers in the experimental catalog (https://bugs.launchpad.net/evergreen/+bug/1878079[Bug 1878079])
42 * Newly added items and call numbers have distinct styling (https://bugs.launchpad.net/evergreen/+bug/1731370[Bug 1731370])
43 * Fixes an issue with hold activation dates (https://bugs.launchpad.net/evergreen/+bug/1783793[Bug 1783793])
44 * Adds item creator and editor to holdings editor grids (https://bugs.launchpad.net/evergreen/+bug/1811466[Bug 1811466])
49 * Overdue items are now highlighted in red in the Items Out screen (https://bugs.launchpad.net/evergreen/+bug/1775286[Bug 1775286])
50 * Fixes an issue that caused patron stat cat information to persist between patrons in the Patron Edit screen
51 (https://bugs.launchpad.net/evergreen/+bug/1844365[Bug 1844365])
52 * The Pending User Buckets now allow more than 100 users (https://bugs.launchpad.net/evergreen/+bug/1754387[Bug 1754387])
53 * Fixes an issue that caused lang patron names to obscure important parts of circulation screens
54 (https://bugs.launchpad.net/evergreen/+bug/1805860[Bug 1805860])
55 * Prevents an incorrect "Input is out of range" validation error in the date pickers of the check out and renewal
56 screens (https://bugs.launchpad.net/evergreen/+bug/1864056[Bug 1864056])
57 * Long overdue and lost and paid items now count toward patron limits (https://bugs.launchpad.net/evergreen/+bug/1864056[Bug 1864056])
58 * 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])
59 * In the messages tab of a patron's account, you can now change the date range of displayed archived penalties
60 (https://bugs.launchpad.net/evergreen/+bug/1775940[Bug 1775940])
61 * Fixes an issue with hanging transits (https://bugs.launchpad.net/evergreen/+bug/1819542[Bug 1819542])
62 * Fixes some hold targeting logic (https://bugs.launchpad.net/evergreen/+bug/1886852[Bug 1886852])
63 * Fixes an issue with default billing type prices (https://bugs.launchpad.net/evergreen/+bug/1776757[Bug 1776757])
64 * 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])
65 * Sounds now play when an item alert pops up in the web client (https://bugs.launchpad.net/evergreen/+bug/1851541[Bug 1851541])
66 * Autorenewal notifications now display a more intelligible message (https://bugs.launchpad.net/evergreen/+bug/1842431[Bug 1842431])
71 * New installations of Evergreen will prevent problematic caching of the Angular client (https://bugs.launchpad.net/evergreen/+bug/1775276[Bug 1775276])
72 * 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])
73 * Fixes a bug that caused inconsistent hotkey behavior (https://bugs.launchpad.net/evergreen/+bug/1886713[Bug 1886713])
74 * The moment-timezone library is pinned to 0.5.27 in the Angular client (https://bugs.launchpad.net/evergreen/+bug/1884787[Bug 1884787])
75 * Fixes an issue with comboboxes (typeaheads) in the Angular client (https://bugs.launchpad.net/evergreen/+bug/1882591[Bug 1882591])
76 * Publicly visible buckets are now known as Shareable buckets (https://bugs.launchpad.net/evergreen/+bug/1717996[Bug 1717996])
81 * Fixes an issue with HTML item feed cover images (https://bugs.launchpad.net/evergreen/+bug/1674364[Bug 1674364])
86 * The list of holdings in the OPAC now considers call number suffix in its sorting (https://bugs.launchpad.net/evergreen/+bug/1795469[Bug 1795469])
87 * The Exclude Electronic Resources checkbox now works properly when locale picker is enabled (https://bugs.launchpad.net/evergreen/+bug/1847343[Bug 1847343])
92 * Fixes an issue with SRU search (https://bugs.launchpad.net/evergreen/+bug/1833300[Bug 1833300])
93 * Fixes an issue with searching the catalog from the staff client (https://bugs.launchpad.net/evergreen/+bug/1858701[Bug 1858701])
94 * The experimental catalog basket clears when a staff member logs out (https://bugs.launchpad.net/evergreen/+bug/1867834[Bug 1867834])
95 * Fixes an accessibility issue with the catalog search on the splash page (https://bugs.launchpad.net/evergreen/+bug/1839369[Bug 1839369])
100 Evergreen administrators should update existing apache configuration files
101 so that the Angular index.html file is never cached by the client. This
102 can be done by changing the Angular setup section of the apache configuration
107 <Directory "/openils/var/web/eg2/en-US">
110 or similar in the apache configuration. Add the following after the
111 FallbackResource directive:
116 <IfModule mod_headers.c>
117 Header set Cache-Control "no-cache, no-store, must-revalidate"
118 Header set Pragma "no-cache"
124 Finally, ensure that the mod_headers apache module is enabled by running the
125 following commands on all apache servers as the root user:
130 sudo /etc/init.d/apache2 restart
135 We would like to thank the following individuals who contributed code,
136 testing and documentation patches to the 3.4.4 point release of Evergreen:
147 * Blake Graham Henderson
169 This release contains bug fixes improving on Evergreen 3.4.2.
174 * Check In - "Route To" Field Sometimes Incorrect (https://bugs.launchpad.net/evergreen/+bug/1775276[Bug 1775276])
175 * Repair nested i18n Angular attribute (https://bugs.launchpad.net/evergreen/+bug/1862395[Bug 1862395])
176 * Select element on login not accessible (https://bugs.launchpad.net/evergreen/+bug/1839359[Bug 1839359])
177 * Org unit admin interface sorting (https://bugs.launchpad.net/evergreen/+bug/1860468[Bug 1860468])
178 * Splash page needs headers (https://bugs.launchpad.net/evergreen/+bug/1839372[Bug 1839372])
179 * Use correct API method for updating existing MARC records. (https://bugs.launchpad.net/evergreen/+bug/1859191[Bug 1859191])
180 * Callnumber Sorting by Sortkey in Transit & Copy Buckets (https://bugs.launchpad.net/evergreen/+bug/1654529[Bug 1654529])
181 * Reset field transform after adding fields (https://bugs.launchpad.net/evergreen/+bug/1778521[Bug 1778521])
182 * Login page tile is confusing to screen readers (https://bugs.launchpad.net/evergreen/+bug/1839361[Bug 1839361])
183 * Wrong row details shown on billing grid (https://bugs.launchpad.net/evergreen/+bug/1792995[Bug 1792995])
184 * Mark items as damaged - changing fee usability issues (https://bugs.launchpad.net/evergreen/+bug/1849370[Bug 1849370])
185 * Item Status checkout date and checkout workstation for renewed items (https://bugs.launchpad.net/evergreen/+bug/1787415[Bug 1787415])
186 * Staff catalog add mono part repair (https://bugs.launchpad.net/evergreen/+bug/1860275[Bug 1860275])
187 * Ang cat prevent keyword starts/exact searches (https://bugs.launchpad.net/evergreen/+bug/1819236[Bug 1819236])
188 * Marc flat editor repair slashes (in AngJS and Angular) (https://bugs.launchpad.net/evergreen/+bug/1841823[Bug 1841823])
189 * Add Vols and Copies honors owning lib (https://bugs.launchpad.net/evergreen/+bug/1854197[Bug 1854197])
190 * Avoid repeating qtype prefix in query (https://bugs.launchpad.net/evergreen/+bug/1839684[Bug 1839684])
191 * Link ADMIN_CAROUSEL permission to appropriate OU context (https://bugs.launchpad.net/evergreen/+bug/1863386[Bug 1863386])
192 * Add barcode to patron neg balance grid (https://bugs.launchpad.net/evergreen/+bug/1668352[Bug 1668352])
193 * Copy delete override repairs, perm failed handler (https://bugs.launchpad.net/evergreen/+bug/1860460[Bug 1860460])
194 * Change Pull list page title from Holds Shelf title; Make page title consistent with heading (https://bugs.launchpad.net/evergreen/+bug/1774285[Bug 1774285])
195 * Event Def Environment Fleshing Might Have Issue (https://bugs.launchpad.net/evergreen/+bug/850160[Bug 850160])
196 * Fix sample survey data. (https://bugs.launchpad.net/evergreen/+bug/1863929[Bug 1863929])
197 * Visited link color (https://bugs.launchpad.net/evergreen/+bug/1789491[Bug 1789491])
198 * 3.4 Angular version mismatch repairs (https://bugs.launchpad.net/evergreen/+bug/1860460[Bug 1860460])
199 * Fixes to consistency in two files, creating uniform capitalization and use of ellipses (https://bugs.launchpad.net/evergreen/+bug/1865951[Bug 1865951])
200 * Adding alt attributes to Open-ILS\src\templates\kpac\parts\paginate.tt2 (also handling I18N) (https://bugs.launchpad.net/evergreen/+bug/1834251[Bug 1834251])
201 * On patron edit screen set the email and phone notification to true (https://bugs.launchpad.net/evergreen/+bug/1774268[Bug 1774268])
202 when patron doesn't have any preferences. This mimics the behavior in the xul client.
203 * Item Status Precat Information (https://bugs.launchpad.net/evergreen/+bug/1801137[Bug 1801137])
204 * Change expire list to match what the hold expire function (https://bugs.launchpad.net/evergreen/+bug/1819540[Bug 1819540])
205 * Fix floating point issue preventing transactions from closing (https://bugs.launchpad.net/evergreen/+bug/1781274[Bug 1781274])
206 * 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])
207 * Fix Bad End Tags (https://bugs.launchpad.net/evergreen/+bug/1873286[Bug 1873286])
208 * Angular staff cat browse links (https://bugs.launchpad.net/evergreen/+bug/1869906[Bug 1869906])
209 * Coerce Values to String in egGridValueFilter (https://bugs.launchpad.net/evergreen/+bug/1813088[Bug 1813088])
210 * Remove right justification in grid view; Sort Libraries without Holdings In Holdings View (https://bugs.launchpad.net/evergreen/+bug/1787636[Bug 1787636])
211 * Add scoped retrieve perms for booking resource types and resources (https://bugs.launchpad.net/evergreen/+bug/1873048[Bug 1873048])
212 * Org proximity admin disable org filter (https://bugs.launchpad.net/evergreen/+bug/1837656[Bug 1837656])
213 * Fix rendering of monograph parts (https://bugs.launchpad.net/evergreen/+bug/1880035[Bug 1880035])
214 * Links to secondary admin pages (fm-editor defaultNewRecord backport;
215 config_field attribute in IDL; Admin grids support config_field links; Admin
216 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])
220 We would like to thank the following individuals who contributed code,
221 testing and documentation patches to the 3.4.3 point release of Evergreen:
257 This release contains bug fixes improving on Evergreen 3.4.1
262 The SendEmail reactor for Action/Trigger has been updated to use the
263 Email::MIME Perl module for proper encoding of the email message
264 header fields. You should notice no functional difference in the
265 sending of emails. This change does add a new prerequisite package,
266 so be sure to run the prerequisite installation procedure for your
267 Linux distribution before upgrading Evergreen.
269 The new dependency is the `libemail-mime-perl` package for Debian and
270 Ubuntu, and the `perl-Email-MIME` package for Fedora.
278 * Fixes an issue with the Angular portions of the web client running on Firefox (https://bugs.launchpad.net/evergreen/+bug/1857710[Bug 1857710])
279 * Fixes an issue with sending emails on newer versions of Ubuntu and Debian (https://bugs.launchpad.net/evergreen/+bug/1801163[Bug 1801163])
280 * 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])
281 * 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])
282 * 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])
283 * Fixes some permission-related code in the Angular portions of the web client (https://bugs.launchpad.net/evergreen/+bug/1860351[Bug 1860351])
287 * Fixes several bugs related to Hatch (Bugs https://bugs.launchpad.net/evergreen/+bug/1830391[1830391] and https://bugs.launchpad.net/evergreen/+bug/1858118[1858118])
293 * Fixes an issue with receiving line items from the general acquisitions search screen (https://bugs.launchpad.net/evergreen/+bug/1607922[Bug 1607922])
298 * Fixes an issue with the carousel creation process (https://bugs.launchpad.net/evergreen/+bug/1851524[Bug 1851524])
299 * Fixes an issue with the Server Administration Permission Group interface (https://bugs.launchpad.net/evergreen/+bug/1851831[Bug 1851831])
300 * Fixes an issue with the Local Administration Standing Penalty interface (https://bugs.launchpad.net/evergreen/+bug/1843640[Bug 1843640])
305 * 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])
306 * 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])
307 * Catalogers can now apply copy alerts to multiple items at once when creating new items (https://bugs.launchpad.net/evergreen/+bug/1832735[Bug 1832735])
308 * The experimental staff catalog now displays more helpful titles in browser tabs (https://bugs.launchpad.net/evergreen/+bug/1849182[Bug 1849182])
309 * 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])
310 * Fixes an issue that prevented catalogers from setting a bib source for a bibliographic record (https://bugs.launchpad.net/evergreen/+bug/1843599[Bug 1843599])
311 * Fixes a display issue in the experimental staff catalog holdings view (https://bugs.launchpad.net/evergreen/+bug/1840982[Bug 1840982])
317 * The check in screen now honors the `ui.circ.suppress_checkin_popups` library setting (https://bugs.launchpad.net/evergreen/+bug/1437103[Bug 1437103])
318 * Fixes an issue with selecting bills on the Bill History tab (https://bugs.launchpad.net/evergreen/+bug/1780283[Bug 1780283])
319 * Improves performance of the hold shelf functionality (https://bugs.launchpad.net/evergreen/+bug/1855329[Bug 1855329])
320 * 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])
321 * The check out screeen no longer allows due dates in the past (https://bugs.launchpad.net/evergreen/+bug/1712644[Bug 1712644])
322 * 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])
323 * Loan duration rules can now include hour lengths that are longer than two digits (https://bugs.launchpad.net/evergreen/+bug/1857156[Bug 1857156])
324 * The check in grid now has an optional Monograph Parts column (https://bugs.launchpad.net/evergreen/+bug/1739609[Bug 1739609])
329 We would like to thank the following individuals who contributed code,
330 testing and documentation patches to the 3.4.2 point release of Evergreen:
338 * Andrea Buntz Neiman
361 This release contains bug fixes improving on Evergreen 3.4.0.
366 * Reduce the cost of utility functions, speeding up search (https://bugs.launchpad.net/evergreen/+bug/1836963[Bug 1836963])
367 * Fixes Current Date in Date Returned in Circ History CSV (https://bugs.launchpad.net/evergreen/+bug/1813056[Bug 1813056])
368 * Fix Last Captured Hold Check for Holds Shelf (https://bugs.launchpad.net/evergreen/+bug/1827250[Bug 1827250])
369 * Only include OPAC-visible copies in SRU/Z39.50 holdings (https://bugs.launchpad.net/evergreen/+bug/1609556[Bug 1609556])
370 * Re-alphabetize Local & Server Administration Links (https://bugs.launchpad.net/evergreen/+bug/1803790[Bug 1803790])
371 * Allow saving Bill Full Details grids (https://bugs.launchpad.net/evergreen/+bug/1729435[Bug 1729435])
372 * Improve usability of Patron Bill History date selector (https://bugs.launchpad.net/evergreen/+bug/1841089[Bug 1841089])
373 * MARC Batch Import/Export: Disable grid row select on queued record matches (https://bugs.launchpad.net/evergreen/+bug/1842763[Bug 1842763])
374 * Fix when the "duplicate barcode" alert appears (https://bugs.launchpad.net/evergreen/+bug/1777698[Bug 1777698])
375 * Fix paging of pending patrons (https://bugs.launchpad.net/evergreen/+bug/1749970[Bug 1749970])
376 * Check bib visibility for located URI auto suggest (https://bugs.launchpad.net/evergreen/+bug/1802952[Bug 1802952])
377 * Patron Prefix and Suffix Display in Summary (https://bugs.launchpad.net/evergreen/+bug/1821969[Bug 1821969])
378 * Numerous usability improvements to the Booking module (https://bugs.launchpad.net/evergreen/+bug/1816475[Bug 1816475])
379 * Do not include Tag Owner in Tag (https://bugs.launchpad.net/evergreen/+bug/1825403[Bug 1825403])
380 * Browser refresh no longer closes an open purchase order (https://bugs.launchpad.net/evergreen/+bug/1765434[Bug 1765434])
381 * Avoid hard-coded paths in Apache config (https://bugs.launchpad.net/evergreen/+bug/1844720[Bug 1844720])
382 * Close all open dialogs on Angular route change (https://bugs.launchpad.net/evergreen/+bug/1849372[Bug 1849372])
383 * Offline: Non-cataloged item receipt printing (https://bugs.launchpad.net/evergreen/+bug/1806783[Bug 1806783])
384 * Require some Storage submodules instead of use them (https://bugs.launchpad.net/evergreen/+bug/1835620[Bug 1835620])
385 * Test Angular(JS) with modern browsers (https://bugs.launchpad.net/evergreen/+bug/1845693[Bug 1845693])
386 * Remove "Install latest LTS node from source" docs (https://bugs.launchpad.net/evergreen/+bug/1849506[Bug 1849506])
387 * Remove extra grid refresh from configuration load (https://bugs.launchpad.net/evergreen/+bug/1846038[Bug 1846038])
391 We would like to thank the following individuals who contributed code,
392 testing and documentation patches to the 3.4.1 point release of Evergreen:
419 The Evergreen 3.4.0 release is a major feature release.
424 Minimum Required OpenSRF Version
425 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
426 Evergreen 3.4 requires OpenSRF 3.2.x or later.
428 Updating OPAC colors.tt2 file
429 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
431 Sites that have customized `colors.tt2` should add a line for
432 the new `link` color. For example:
436 link = "#3ef624", # lime green
439 The template can be found at opac/parts/css/colors.tt2.
441 marc_stream_importer.pl configuration file
442 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
444 Because `marc_stream_importer.pl` now expects its configuration file to
445 be in the configuration directory, not the binary directory, existing
446 users will likely need to manually move the configuration file into
459 Ability to specify specific date in action_trigger_aggregator.pl
460 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
462 An option, `--date`, has been added to the `action_trigger_aggregator.pl`
463 support script that allows the user to specify a specific date to aggregate
464 event output for. This new argument cannot be used with either `--start-date`
465 or `--end-date`. This option was added to simplify pulling event output for a
468 Aged Billings and Payments
469 ^^^^^^^^^^^^^^^^^^^^^^^^^^
471 Two new database tables are added for tracking aged billings and payments:
472 `money.aged_billing` and `money.aged_payment`.
474 Two new database views are added, `money.all_billings` and `money.all_payments`
475 for aggregating data across the active and aged tables.
477 When a circulation is aged, billings and payments linked to the circulation
478 are migrated from the active billing and payment tables to the new aged
481 The new tables are accessible to the reporter.
483 New Action Trigger - Fine Limit Exceeded
484 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
485 New optional email notification that is sent when a block is applied
486 to a patron's account due to excess fines.
488 (The patron block functionality itself already exists and is based on
489 the settings in Local Administration -> Standing Penalties (PATRON_EXCEEDS_FINES)
490 and Local Administration -> Group Penalty Thresholds.)
492 Install marc_stream_importer.pl By Default
493 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
494 The script for the MARC stream importer, `marc_stream_importer.pl`,
495 is now installed in the Evergreen `bin` directory (typically
496 `/openils/bin`) by default. It now also expects that its configuration
497 file will be in the usual config directory (typically `/openils/conf`)
498 and the example configuration file is installed there by default.
501 AuthProxy Support for Arbitrary LDAP Usernames
502 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
504 AuthProxy now supports LDAP-based login with a username that is
505 different from your Evergreen username.
507 This feature may be useful for libraries that use an LDAP server for
508 single sign-on (SSO). Let's say you are a post-secondary library using
509 student or employee numbers as Evergreen usernames, but you want people
510 to be able to login to Evergreen with their SSO credentials, which may
511 be different from their student/employee number. To support this,
512 AuthProxy can now be configured to accept your SSO username on login,
513 use it to look up your student/employee number on the LDAP server, and
514 log you in as the appropriate Evergreen user.
516 For this to work, in the AuthProxy configuration for your LDAP server in
517 `opensrf.xml`, set `bind_attr` to the LDAP field containing your LDAP
518 username, and "id_attr" to the LDAP field containing your student or
519 employee number (or whatever other value is used as your Evergreen
520 username). If `bind_attr` is not set, Evergreen will assume that your
521 LDAP username and Evergreen username are the same.
523 Now, let's say your LDAP server is only an authoritative auth provider
524 for Library A. Nothing prevents the server from reporting that your
525 student number is 000000, even if that Evergreen username is already in
526 use by another patron at Library B. We want to ensure that AuthProxy
527 does not use Library A's LDAP server to log you in as the Library B
528 patron. For this reason, a new `restrict_by_home_ou` setting has been
529 added to AuthProxy config. When enabled, this setting restricts LDAP
530 authentication to users belonging to a library served by that LDAP
531 server (i.e. the user's home library must match the LDAP server's
532 `org_units` setting in `opensrf.xml`). Use of this setting is strongly
535 Angular Organizational Units Admin Page
536 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
538 The Administration -> Server Administration -> Organizational Units
539 page has been migrated to Angular.
541 pingest.pl Now Has a --rebuild-rmsr Option
542 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
544 An option, `--rebuild-rmsr`, has been added to the `pingest.pl` support
545 script. This option will rebuild the
546 `reporter.materialized_simple_record` (rmsr) table after the ingests are
549 This option might prove useful if you want to rebuild the table as
550 part of a larger reingest. If all you wish to do is to rebuild the
551 rmsr table, then it would be just as simple to connect to the database
552 server and run the following SQL:
556 SELECT reporter.refresh_materialized_simple_record();
559 Links in Public Catalog Now Have Separate Color
560 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
561 Hyperlinks in the public catalog now have a separate color definition
562 in the `colors.tt2` template to make it easier to style the public
563 catalog header/footer to use the same background color as the center
567 Server-Managed Print Templates for Angular
568 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
570 Adds support for generating print content via server-side web service.
571 Server print templates are implemented as Template Toolkit and content
572 is compiled and generated on the server, based on runtime data provided
575 Feature includes a new Angular admin interface for testing and editing
576 server-managed print templates. The UI is accessed under Administration ->
577 Server Administration -> Print Templates, though the menu entry may be
578 moved to Administration -> Local Administration, once Local Administration is migrated
581 Two sample templates are included to demonstrate the format and
582 functionality. The `Holds For Bib Record` template may be tested by
583 navigating to the record holds tab in the Angular staff catalog
584 (/eg2/en-US/staff/catalog/record/<record-id>/holds) and chose the
585 `Print Holds` grid action.
590 Apply Apache configuration changes to `eg_vhost.conf` and `eg_startup`.
592 * Add to `eg_vhost.conf`
594 ---------------------------------------------------------------------------
595 <Location /print_template>
596 SetHandler perl-script
597 PerlHandler OpenILS::WWW::PrintTemplate
602 ---------------------------------------------------------------------------
604 * Add to `eg_startup`
606 ---------------------------------------------------------------------------
607 # Pass second argument of '1' to enable process-level template caching.
608 use OpenILS::WWW::PrintTemplate ('/openils/conf/opensrf_core.xml', 0);
609 ---------------------------------------------------------------------------
614 A new Perl module `HTML::Defang` is required for cleansing generated HTML
615 of executable code for security purposes. The dependency is added to
616 the Makefile.install process for new builds. Existing Evergreen instances
617 will need the dependency manually installed.
619 Installing on (for example) Ubuntu:
622 ---------------------------------------------------------------------------
623 sudo apt-get install libhtml-defang-perl
624 ---------------------------------------------------------------------------
626 Angular Standing Penalty Admin Page
627 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
629 The Administration -> Local Administration -> Standing Penalties
630 page has been migrated to Angular.
632 Copy Alert Permissions Added to Seed Data
633 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
634 Copy alerts were improved in recent releases of Evergreen,
635 but the permissions were not assigned to any of the stock
636 permission profiles in the "seed data" supplied to first time
639 The VIEW_COPY_ALERT permission is now assigned to all profiles
640 under the "Staff" parent profile, and ADMIN_COPY_ALERT is now
641 assigned to Cataloging Administrator and should be available to
642 all Administrator profiles.
644 This change does NOT include an upgrade script, so site server
645 administrators are responsible for updating the permissions
646 profiles for their individual systems.
648 Architecture and Internals
649 ~~~~~~~~~~~~~~~~~~~~~~~~~~
651 Angular Grid Improvements
652 ^^^^^^^^^^^^^^^^^^^^^^^^^
653 Grids in new Angular staff interfaces now have options to
655 * allow users to filter results per-column
656 * make the grid header in tall/long grids sticky (i.e., the
657 grid header continues to be displayed while the user
658 scrolls through the grid)
659 * allow users to edit a record in a grid and save the results
660 without losing one's place in grid paging.
662 Configurable APIs for Patron Authentication and Retrieval
663 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
664 Many external services need to authenticate patrons and retrieve information
665 about their accounts from Evergreen. Most of these services support some form
666 of HTTP-based authentication, but every service has its own requirements and
667 none of them support native Evergreen authentication. Meanwhile, libraries
668 often need to restrict access to these external services based on patron type,
669 current status, standing penalties, and so on.
671 To meet these needs, Evergreen now has support for separate, configurable HTTP
672 API endpoints for remote patron authentication and retrieval. Each RemoteAuth
673 endpoint handles a different external service or authentication method. You
674 set up the endpoints you want in your Apache config; each one uses a generic
675 mod_perl handler to manage incoming requests, and specifies a Perl module that
676 can actually talk to the external service, as well as an authentication profile
677 that determines which patrons can be authenticated at this endpoint. Support
678 for https://tools.ietf.org/html/rfc7617["Basic" HTTP Authentication] is
679 provided as a reference implementation.
681 open-ils.circ.renew.auto API Deprecated
682 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
683 The `open-ils.circ.renew.auto` API added in release 3.2 is deprecated
684 and will be removed in Evergreen release 3.5. Please switch to using
685 the `open-ils.circ.renew` API with the `auto_renew` option set to 1 in any
691 New Cancel Edit Button In Record Merge Interface
692 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
693 The web staff client's Record Merge dialog now has a "Cancel Edit"
694 button that is displayed when editing the lead record in place. Using
695 this button will abandon any pending record edits without requiring
696 that the entire dialog be dismissed.
698 Staff Catalog Basket Export Option
699 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
701 Adds a new "Export Records" option to the staff catalog basket menu.
702 When selected, the user is directed to the Vandelay record export
703 interface, which will be set to "basket export" mode. Staff can then
704 apply export preferences (usmarc, marxml, etc.) and export the basket
705 records. In "basket export" mode, Vandley provides a link to return to
706 the catalog (preserving search parameters).
708 Copy Edit Interface Display Modifications
709 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
714 Disabling a field in the "Defaults" tab in the copy editor now hides the
715 field instead of simply disabling it.
717 Working Items Moves Down
718 ++++++++++++++++++++++++
720 The "Working Items" grid now sits below the item attribute edit area, so the
721 attributes are allowed to fill the horizontal space.
723 New Options for Importing Copies
724 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
726 Two new options for importing holdings have been added to MARC Batch
729 . **Auto-overlay On-order Cataloguing Copies**: This is similar to
730 "Auto-overlay In-process Acquisitions Copies," but for copies that were not
731 created from an acquisitions workflow. Holdings information in the incoming
732 record will be used to overlay any existing On Order copies for the matching
733 record which belong to the owning library defined in the Holdings Import
734 Profile. The Holdings Import Profile is also used to match incoming copies to
735 existing copies, if possible; otherwise, On Order copies are overlaid in the
736 order they were created. The call number will also be overlaid if the
737 incoming record provides one.
738 . **Use Org Unit Matching in Copy to Determine Best Match**: When there are
739 multiple potential matching records, this feature allows the user to
740 automatically select the record which has the most copies at libraries near
741 the importing library in the org tree. That is, starting at the importing
742 library, it climbs the org tree, gradually expanding the scope at which it
743 checks for holdings on matching records; once holdings are found, the record
744 with the most holdings at that scope is selected for overlay. If there are
745 no matching records with holdings, then the default best match overlay is
751 Two new permissions control the use of these new features:
753 * IMPORT_ON_ORDER_CAT_COPY
754 * IMPORT_USE_ORG_UNIT_COPIES
756 Enhanced Request Items Functionality
757 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
759 The Request Items action available in the Item Status and Item Buckets
760 interfaces has been given an Honor User Preferences checkbox which does
761 the following for the selected user when checked:
763 * Change the Pickup Lib selection to match the user's Default Hold Pickup Location
764 * Honor the user's Holds Notification settings (including Default Phone Number, etc.)
766 Success and Failure toasts have also been added based on what happens
767 after the Request Items interface has closed.
769 Also, a Title Hold option has been added to the Hold Type menu. This will create
770 one title-level hold request for each unique title associated with the items that were selected
771 when Request Items was invoked.
773 Display Codes in Physical Characteristics Wizard Drop-downs (LP#1776003)
774 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
775 Drop-downs in the Physical Characteristics Wizard in the MARC editor
776 now display both code and label.
781 Booking Module Refresh
782 ^^^^^^^^^^^^^^^^^^^^^^
784 The Booking module has been redesigned, with many of its interfaces being
785 redesigned in Angular.
787 This adds a new screen called "Manage Reservations", where staff can check details about
788 all outstanding reservations, including those that have been recently placed, captured,
789 picked up, or returned.
791 On many screens within the new booking module, staff are able to edit reservations. Previously,
792 they would have needed to cancel and recreate those reservations with the new data.
794 There is a new notes field attached to reservations, where staff can leave notes about the
795 reservation. One use case is to alert staff that a particular resource is being stored in
796 an unfamiliar location. This field is visible on all screens within the booking module.
798 The Create Reservations UI is completely re-designed, and now includes a calendar-like view
799 on which staff can view existing reservations and availability.
801 New Permission: CREATE_PRECAT
802 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
804 This permission is required to create (or re-create) a pre-cataloged item
805 through the "Barcode ??? was mis-scanned or is a non-cataloged item."
806 dialog. All form elements in the pre-cat dialog other than the Cancel
807 button will be disabled if the current user lacks the CREATE_PRECAT
808 permission when an uncataloged (or already pre-cataloged item) is scanned.
809 This permission is not needed to renew pre-cataloged items.
811 The upgrade script for this feature will insert the permission into every
812 permission group that has the STAFF_LOGIN permission, so out-of-the-box no
813 behavior will change.
815 Enhanced Mark Item Functionality
816 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
818 Evergreen's Mark Item Damaged and Mark Item Missing functionality has
819 been enhanced, and the ability to mark an item with the Discard/Weed
820 status has been added. This enhancement affects both the Evergreen
821 back end code and the staff client.
826 The option to "Mark Item as Discard/Weed" has been added to areas
827 where the option(s) to "Mark Item as Missing" and/or "Mark Item as
828 Damaged" appear. This is primarily in the action menus on the
829 following interfaces:
840 This new option allows staff to mark a copy with the Discard/Weed
841 status quickly and easily without necessarily requiring the
842 intervention of cataloging staff. In order to mark an item with the
843 Discard/Weed status, staff will require either the `MARK_ITEM_DISCARD`
844 or `UPDATE_COPY` status at the item's owning library. (NOTE: This
845 permission choice is consistent with the permission requirements for
846 the current Mark Item Damaged or Missing functionality.)
848 If the item to be marked Discard/Weed is checked out to a patron, the
849 staff will be presented with a dialog informing them that the item is
850 checked out and asking if they would like to check it in and proceed.
851 If they choose to continue, the item will be checked in and then
852 marked with the Discard/Weed status. If the staff person chooses to
853 cancel, then the item will not be checked in, and it will not be
854 marked Discard/Weed. The Mark Item Missing functionality has also
855 been changed to exhibit this behavior with checked out items. The
856 Mark Item Damaged functionality already handles checked out items.
858 Should the item have a status of In Transit at the time it is to be
859 marked, then staff will be prompted to abort the transit before
860 proceeding with changing the item's status. If they choose to abort
861 the transit and they have the permission to do so, the transit will be
862 aborted and the item's status changed. If they choose to cancel, then
863 the transit will not be aborted and the item's status will remain
864 unchanged. This change applies to all three of the current Mark Item
865 statuses: Missing, Damaged, and Discard/Weed.
867 Marking an item Discard/Weed is typically one step away from deleting
868 the item. For this reason, if the item to be marked Discard/Weed is
869 not in a Checked Out or In Transit status, but it is in a status that
870 restricts item deletion, the staff will be presented with a dialog
871 notifying them of the item's status and asking if they wish to
872 proceed. If staff choose to proceed and they have the
873 `COPY_DELETE_WARNING.override` permission, then the item will be
874 marked with the Discard/Weed status. Naturally, the item's status
875 will be unchanged if they choose not to proceed. This change does not
876 affect the marking of an item as Missing or Damaged.
878 Marking an item as Discard/Weed has one more additional check that the
879 other statuses do not. If the item being marked as Discard/Weed is
880 the last copy that can fill a hold, then staff will also be notified
881 of this condition and asked if they wish to continue. In this case,
882 there is no permission required. Whether or not the item is marked as
883 Discard/Weed in this case depends solely on the staff's choice.
888 In order to accommodate the presentation of dialogs and overrides in
889 the staff client, the `OpenILS::Application::Circ` module's method for
890 marking item statuses has had a few changes made. Firstly, the code
891 of the `mark_item` function has been rearranged to a more logical
892 flow. Most of the condition and permission checks are made before
893 creating a transaction. Secondly, it has been modified to return 3
894 new events when certain conditions are met:
896 * `ITEM_TO_MARK_CHECKED_OUT`
897 * `ITEM_TO_MARK_IN_TRANSIT`
898 * `ITEM_TO_MARK_LAST_HOLD_COPY`
900 The `COPY_DELETE_WARNING` event will be returned when attempting to
901 mark an item with the Discard/Weed status and the status has the
902 `restrict_copy_delete` flag set to true.
904 The function now also recognizes a hash of extra arguments for all
905 statuses and not just for the mark Damaged functionality. This
906 argument hash can be used to bypass or override any or all of the
907 above mentioned events. Each event has a corresponding argument that
908 if set to a "true" value will cause the `mark_item` to bypass the
909 given event. These argument flags are, respectively:
913 * `handle_last_hold_copy`
914 * `handle_copy_delete_warning`
916 The code to mark an item damaged still accepts its previous hash
917 arguments in addition to these new ones.
919 The function still returns other errors and events as before. It
920 still returns 1 on success.
922 It is also worth noting here that the staff client can be easily
923 extended with the ability to mark items into the other statuses
924 offered by the back end functions. Most of the staff client
925 functionality is implemented in two functions with placeholders in the
926 main function (`egCirc.mark_item`) for the unimplemented statuses.
928 Library Links in Billing Details screen
929 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
931 The Billing Full Details view now includes links to information about the billing and owning
932 libraries. This can be useful in situations where circulation staff are troubleshooting a
933 bill and would like to quickly find contact information for the billing or owning library.
938 Cross-Tab Communication Demo
939 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
940 The Angular Sandbox now includes an example
941 for developers interested in sharing data
942 between staff client browser tabs.
944 (Experimental) Staff Catalog: Record Holds Tab
945 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
946 Adds support for the Holds tab in the record detail view of the Angular
947 staff catalog. Includes grid and hold-related actions.
951 * Batch retarget holds
953 ** Unified form to modify notify options, dates, etc.
954 * Hold detail page (menu and row double-click)
955 * Batch mark items damaged
956 * Batch mark items missing
957 * Show last few circulations
960 (Experimental) Staff Catalog: Call Number Browse
961 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
963 Adds support for call number browsing in the staff catalog. The browse
964 results display vertically for consistency with the regular search and
965 browse result interfaces.
967 (Experimental) Staff Catalog: Recent Searches & Templates
968 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
973 Adds support for Recent Searches in the Angular staff catalog, consistent
974 with TPAC staff recent searches. Setting a value for the library setting
975 `opac.staff_saved_search.size` is required for the recent searches to appear.
980 Adds support for named catalog search templates. Templates allow staff to
981 create predefined searches (e.g. title =, subject =, format =, etc.)
982 where all that's left do to perform the search is fill in the search
985 Templates may be built from any of the search tabs -- search, numeric search,
986 marc, and browse -- except shelf browse, which uses no filters.
988 Templates are stored by default as workstation settings, using the setting
989 key `eg.catalog.search_templates`.
991 Port Permission Group Admin to Angular
992 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
994 The Administration -> Server Administration -> Permission Groups admin page has been migrated to
997 As an added feature, the interface now displays inherited permissions
998 alongside linked permissions for each group. Inherited permissions
999 are read-only and act to indicate to the user when a group already has
1000 a certain permission and therefore may not need a new one added.
1002 Additionally, a new filter option is available in the linked permissions
1003 interface for filtering the displayed linked permissions by code or
1006 Port Org Unit Type Admin to Angular
1007 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1008 The Administration -> Server Admininistration -> Organization Types admin page has been migrated to
1011 Port Local Administration Page to Angular
1012 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1013 The Administration -> Local Administration page has been migrated
1014 to Angular along with the following specific Local Administration
1018 * Barcode Completion
1019 * Group Penalty Thresholds
1021 * Item Alert Suppression
1023 * Non-Cataloged Types Editor
1024 * Shelving Location Editor
1025 * Statistical Popularity Badges
1032 This feature fully integrates the creation and management of book carousels
1033 into Evergreen, allowing for the display of book cover images on a library’s
1034 public catalog home page. Carousels may be animated or static. They can be
1035 manually maintained by staff or automatically maintained by Evergreen. Titles
1036 can appear in carousels based on newly cataloged items, recent returns,
1037 popularity, etc. Titles must have copies that are visible to the public
1038 catalog, be circulating, and holdable to appear in a carousel. Serial titles
1039 cannot be displayed in carousels.
1043 This feature introduces the concepts of Carousel Types, Carousels, and Carousel
1044 Library Mappings. The first can be administered in Server Administration
1045 while the latter two can be administerd in Local Administration.
1047 Carousel Types define the attributes of a carousel, such as whether it is
1048 automatically managed and how it is filtered. A carousel must be associated
1049 with a carousel type to function properly.
1051 There are five stock Carousel Types:
1053 * Newly Cataloged Items - titles appear automatically based on the active date of the title’s copies
1054 * Recently Returned Items - titles appear automatically based on the mostly recently circulated copy’s check-in scan date and time
1055 * 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
1056 * Newest Items by Shelving Location - titles appear automatically based on the active date and shelving location of the title’s copies
1057 * Manual - titles are added and managed manually by library staff
1059 While additional Carousel Types can be added using the administration
1060 interface, new automatic types currently require additional Perl code
1063 Carousel definitions allow the operator to specify the type, owner,
1064 name and, for automatically-maintained types, the item libraries and
1065 shelving locations to look for titles to populate the carousels as
1066 well as how far back to look for titles.
1068 Carousel Library Mappings specify the libraries that the carousel
1069 should be displayed out. The visibility of a carousel at a given organizational
1070 unit is not automatically inherited by the descendants of that unit. The
1071 carousel’s owning organizational unit is automatically added to the list of
1072 display organizational units.
1074 A server-side job, `refresh_carousels.srfsh`, is available to periodically
1075 refresh the contents of automatic carousels.
1079 Each carousel has a record bucket associated with it. Library staff can
1080 add titles to a carousel's bucket, and for the manual Carousel Type, that
1081 is the only way to populate the carousel. Records added to an automatic
1082 carousel's bucket will be removed whenever the carousel is next
1087 A new Template Toolkit macro called “carousels” allows the Evergreen
1088 administrator to inject the contents of one or more carousels into any point in
1089 the OPAC. The macro will accept the following parameters:
1092 * `dynamic` (Boolean, default value false)
1093 * `image_size` (small, medium, or large)
1094 * `width` (number of titles to display on a “pane” of the carousel)
1095 * `animated` (Boolean to specify whether the carousel should automatically cycle through its panes)
1096 * `animation_interval` (the interval (in seconds) to wait before advancing to the next pane)
1098 If the `carousel_id` parameter is supplied, the carousel with that ID will be
1099 displayed. If `carousel_id` is not supplied, all carousels visible to the public
1100 catalog’s `physical_loc` organizational unit is displayed.
1102 Item Tags Now Display Tag Type Labels
1103 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1104 When item tags display in the catalog, they will now include the label from the
1105 item tag type. For example, for a tag of type "Digital Bookplate", here is a
1106 comparison of the old and new display:
1108 * Old output: "(Tag Value Here)"
1109 * New output: "Digital Bookplate: (Tag Value Here)"
1111 The type label is wrapped in a new CSS class `copy_tag_type_label` that allows
1112 it to be styled separately from the tag value or hidden entirely.
1114 New Column in Items Out Display
1115 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1116 A new column, Owning Library, is now optionally available for the OPAC
1117 Items Out display which shows the owning library of the item (not
1118 necessarily the library at which the item was picked up). Clicking on
1119 the library name will provide contact information for that library.
1120 This is useful for When a patron has run out of renewals and the
1121 owning library, not the patron's home library, is the one with whom
1122 the patron will negotiate additional renewals. If the patron will
1123 negotiate additional renewals with their home library or the checkout
1124 library, then display of this field is superfluous.
1126 The display of this column is controlled by the organization setting
1127 `opac.show_owning_library_column.`
1132 Fine Item Detail Enhancements
1133 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1134 SIP now suppports enhancements for the Fine Item Detail returned by
1135 by Patron Information Response (code 64). Different manufacturers
1136 of self-check systems specify the format of the fine item detail
1137 differently. A new option allows you to select the format to return.
1141 After installation of Evergreen and SIP, in the Evergreen configuration
1142 directory (typically /openils/conf) the SIP configuration file
1143 oils_sip.xml awaits your modifications to use this feature.
1145 In the <accounts><login> sections, you can add an attribute of the form
1146 `av_format="__<value>__"`
1148 where __<value>__ is one of thsee values:
1157 <login id="sipclient" password="password" institution="gapines" av_format="3m"/>
1159 If you omit the option, 'eg_legacy' will be used as the default.
1161 Currently, the behaviour of `eg_legacy` is close to, but not precisely
1162 that of `3m`. The `eg_legacy` produces the pre-enhancement behavior in
1163 Evergreen. Currently, the `swyer_a` behavior is identical to that of
1164 `3m`, but there is no guarantee that this will always be the case.
1166 If you change the brand of your self-check equipment, you may need to
1167 change the value of the option to be consistent with the new brand.
1169 Option to Limit Hold Items to Available
1170 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1172 A new option has been added to the SIP2 implementation configuration,
1173 `msg64_hold_items_available`. When set, this option will limit the
1174 count and list of hold items in the SIP2 patron information response
1175 message (64) to only those holds that are available for pickup. When
1176 not set, the full list of the patron's holds will continue to be sent.
1177 This option is useful because some self checks expect to receive only
1178 the list of available holds in the hold items and have few settings to
1179 control the display of holds.
1183 The Evergreen project would like to acknowledge the following
1184 organizations that commissioned developments in this release of
1187 * BC Libraries Cooperative
1189 * Georgia Public Library Service
1190 * Indiana State Library
1191 * King County Library System
1193 * Pennsylvania Integrated Library System
1196 We would also like to thank the following individuals who contributed
1197 code, translations, documentation, patches, and tests to this release of
1212 * Abdul Munif Hanafi
1217 * Andrea Buntz Neiman
1233 We also thank the following organizations whose employees contributed
1236 * BC Libraries Cooperative
1240 * Equinox Open Library Initiative
1241 * Georgia Public Library Service
1242 * Grand Rapids Public Library
1243 * Greater Clarks Hill Regional Library
1244 * Indiana State Library
1245 * Kenton County Public Library
1246 * King County Library System
1247 * Linn-Benton Community College
1248 * Roanoke Public Library
1249 * South Carolina State Library
1251 We regret any omissions. If a contributor has been inadvertently
1252 missed, please open a bug at http://bugs.launchpad.net/evergreen/