1 = Evergreen 3.6-beta1 Release Notes =
7 This release adds a new OpenSRF service called `open-ils.courses`.
8 While strictly speaking this is an optional service and could be
9 omitted if you are not planning on using the new Course Materials
10 module, it is recommended that the service be run in case future
11 work bakes in an assumption that it will always be present.
13 This release also a new OpenSRF service, `open-ils.curbside`, which
14 must be enabled and registered with the public router for the
15 Curbside Pickup feature to function.
17 This release also includes a new experimental public catalog skin
18 based on the Bootstrap framework. Instructions for turning it on
21 This release adds a new Perl module dependency, `Config::General`.
23 This release adds two new rows to action_trigger.event_definition,
24 two into action_trigger.hook, and six into action_trigger.environment.
30 ==== Angular Acquisitions Search ====
32 The acquisitions search interfaces are now written in Angular
33 and provide a new centralized place for searching Line Items,
34 Purchase Orders, Invoices, and Selection Lists in the Acquisitions
35 module of Evergreen. The Acquisitions Search interface can be accessed
36 under Acquisitions -> General Search.
38 The search interface has four tabs for line item search, purchase order
39 search, invoices search, and selection list search. Each tab
40 offers a search form allowing the user to select one or more
41 fields to search on. Each search tab stores a separate default search
42 that the user can update; for example, a user could have their
43 line item search default to showing all on-order line items from
44 a particular provider.
46 The grid that displays search results in each tab is filterable.
48 The line items and PO search interfaces allow the user to navigate to
49 linked POs, invoices, and so forth, but offers no direct actions. The
50 invoices search tab includes a 'Print Selected Invoices' action,
51 while the selection lists search tab offers actions to create,
52 clone, delete, and merge selection lists.
54 The Angular search page contains a link to the legacy Dojo search
55 interface if needed. The Dojo interface will be removed in a future
58 The Angular search interface offers various usability improvements
59 over the Dojo one, including:
61 * only the search operators that are relevant for a given field
63 * search fields that are associated with controlled vocabularies
64 will display drop-downs on the search form.
65 * results are sortable.
66 * the line item and PO state fields have been relabeled to "Status".
67 * greater than and less than are now available as search operators.
68 * publication date searches are more flexible.
70 ===== Adjustments to Stock Permissions =====
72 As part of this feature, the stock permissions for the Acquisitions
73 and Acquisitions Administrator profiles have been expanded. In
74 particular, the Acquisitions Administrator profile can now be
75 more readily used to perform normal acquisitions work in addition
76 to configuring the acquisitions module.
78 ==== Angular Providers Interface ====
80 The interfaces for searching for and managing Acquisitions provider
81 records have been rewritten in Angular. This rewrite includes the
82 following significant changes:
84 * The provider search interface is now available directly from the
85 Acquisitions menu, supplementing its longstanding availability from
86 the Acquisitions Administration page.
87 * The search interface is modeled after the patron interface, including
88 a search form that can be hidden or displayed, a provider summary box,
89 and a multi-tabbed interface for managing the provider itself.
90 * The grid displaying search results is filterable and sortable.
91 * The provider display tabs are
92 ** Details, allowing the user to view, and if permitted, edit the base provider record.
95 ** Attribute Definitions
96 ** Holdings Definitions
98 ** Invoices, providing an interface for viewing the invoices associated with the provider.
99 ** POs, providing an interface for viewing the purchase orders associated with the provider.
100 * The new interface makes it possible to edit contact addresses.
101 * The base provider record now has an optional primary contact field.
102 Selecting a contact as the primary one is managed on the Contacts
103 tab. The primary contact, if set, is displayed on the provider
106 Interfaces that used to link to the Dojo provider interface now link
107 to the Angular one instead.
109 === Administration ===
112 ==== Changes to Autorenewal Action/Trigger Failure Reasons ====
114 Previously the "reason" field in the userdata for an Autorenewal
115 event would contain both the failure code and the description for
116 the failure event as a single string such as
117 "MAX_RENEWALS_REACHED : Circulation has no more renewals remaining."
119 Now the "reason" field will only contain the description of the issue
120 (Circulation has ...) while a new "textcode" field will contain the
121 event code (MAX_RENEWALS_REACHED) if administrators still want to
122 display it in template outputs.
125 ==== EZProxy authentication ====
127 Evergreen can now provide CGI authentication for EZProxy.
128 To enable this, you will need to:
130 . Add a new User Activity Type to Evergreen for EZProxy CGI authentications.
131 . Add a new Remote Authentication Profile to Evergreen. You will probably want
132 to use `EZProxyCGI` as the name.
133 . Edit the `<Location /api/ezproxy>` stanza in Evergreen's eg_vhost configuration
134 file. In particular, you will need to allow access to from your EZProxy server,
135 fill in the base uri of your EZProxy server, and add a secret to the
136 _OILSRemoteAuthEZProxySecret_ variable.
138 . Edit the EZProxy user.txt file. You will likely want to add a stanza such
141 .Sample user.txt stanza
143 ::CGI=http://your-evergreen-catalog.com/api/ezproxy?url=^R
145 MD5 <same secret as in eg_vhost config>
146 Expired; Deny expiredticket.htm
150 When this feature is enabled, users will see an Evergreen-based login screen.
151 You may customize the look and feel of this login screen by editing the relevant
152 template toolkit files.
154 ==== Matomo Support ====
156 Support for the open source web analytics platform Matomo is now
157 native to Evergreen. Support is on an org unit level so different
158 libraries can have separate or no analytics. Once you setup
159 a Matomo service you will need the URL and site ID. Typically
160 Matomo will give you a block of javascript you can insert into
161 web sites. One line will look like :
163 `var u="http://mylibrary.lib/matomo/";`
165 The full URL in the double quotes will be your URL. Another line
168 `_paq.push(['setSiteId', '1']);`
170 In this case the number 1 will be your site ID.
172 These are set by the Library Settings opac.analytics.matomo_url and
173 opac.analytics.matomo_id respectively. A new permission,
174 MATOMO_UPDATE_SETTINGS, controls access to these.
176 ==== "PatronAPI" authentication ====
178 Evergreen now supports the III "PatronAPI" scheme for authenticating
179 patrons and supplying some information about them.
181 To enable this, you will need to:
183 . Add a new User Activity Type to Evergreen for PatronAPI authentications.
184 . Add a new Remote Authentication Profile to Evergreen. You will probably want
185 to use `PatronAPI` as the name.
186 . Edit the `<Location /api/patronapi>` stanza in Evergreen's eg_vhost configuration
187 file. In particular, you will need to allow access to it from the server(s)
188 wanting to make PatronAPI requests, determine whether to enable the PatronAPI
189 "dump" feature, and specify whether users can be identified by username
192 . Update the PatronAPI client to use https://your.evergreen.server/api/patronapi
195 Example PatronAPI URLs look something like this:
199 # test a patron's PIN:
200 https://evergreen.example.org/api/patronapi/USERNAME/PASSWORD/pintest
202 # dump some information about the patron. Note that this
203 # does _not_ require the the patron's password be supplied.
204 https://evergreen.example.org/api/patronapi/USERNAME/dump
207 The responses for the `pintest` and `dump` actions are specified by
208 Template Toolkit templates under (e.g.) `/openils/var/templates/remoteauth`.
211 ==== Preloaded Audio Icon and Search Format ====
213 A new search and icon format called Preloaded Audio now exists
214 that overlaps with the eAudio format. If you want to exclude
215 the Preloaded Audio format from overlapping with eAudio
216 you can use the following SQL:
219 UPDATE config.composite_attr_entry_definition SET definition = '{"0":{"_attr":"item_type","_val":"i"},"1":[{"_attr":"item_form","_val":"o"},{"_attr":"item_form","_val":"s"}]}'
220 WHERE coded_value IN (SELECT id FROM config.coded_value_map WHERE code = 'eaudio');
223 It is also recommended that you reingest your bibliographic records
224 to updated the fixed field indexes. You can accomplish this by running
225 the following query in your database:
228 SELECT metabib.reingest_record_attributes(source)
229 FROM metabib.record_attr_vector_list WHERE
230 (SELECT id FROM config.coded_value_map WHERE ctype = 'item_form' AND code = 'q') = ANY(vlist)
231 AND (SELECT id FROM config.coded_value_map WHERE ctype = 'item_type' AND code = 'i') = ANY(vlist);
242 ==== Override Label for draw_field_label Patron Edit Fields ====
244 Evergreen developers may now specify a label for fields in
245 the patron registration/patron edit form (generated by
246 the draw_field_label macro). By default,
247 draw_field_label uses the label of supplied IDL field class.
248 Now a developer may supply an additional third parameter,
249 label_override, which overrides the default IDL-based label.
250 This would typically be done in the course of customizing
251 the web staff client template `circ/patron/t_edit.tt2`.
261 ==== New Action/Trigger reactor for 3rd party signaling ====
263 This new Action/Trigger reactor module allows an Evergreen administrator to
264 create event defintions that use HTTP (or HTTPS) to contact external services
265 and let them know that something has happened in Evergreen.
267 For instance, a discovery layer can be informed when a bib record is updated
268 or when a user's barcode changes.
270 ===== Reactor Template Syntax =====
272 The new reactor module uses a template to define its behavior. While the
273 template is processed by Template Toolkit, as with any A/T templates, its
274 output format is new to Evergreen.
276 The template should output data that can be parsed by the Config::General Perl
277 module. See: https://metacpan.org/pod/Config::General
279 Top level settings should include the HTTP *method* and the *url*.
281 A block called *Headers* can be used to supply arbitrary HTTP headers.
283 A block called *Parameters* can be used to append CGI parameters to the URL,
284 most useful for GET form submission. Repeated parameters are allowed. If
285 this block is used, the URL should /not/ contain any parameters, use one or
288 A HEREDOC called *content* can be used with POST or PUT to send an arbitrary block
289 of content to the remote server.
291 If the requested URL requires Basic or Digest authentication, the template can
292 include top level configuration parameters to supply a *user*, *password*, *realm*,
293 and hostname:port *location*.
295 A default user agent string of "EvergreenReactor/1.0" is used when sending requests.
296 This can be overridden using the top level *agent* setting.
298 Here is an example template that could be used by a definition attached to the
303 method post # Valid values are post, get, put, delete, head
304 url https://example.com/api/incoming-update
305 agent MySpecialAgent/0.1
310 location example.com:443
330 ==== Documentation Now Uses the Antora Toolchain ====
332 The core Evergreen documentation under the `docs/` subdirectory
333 has been changed to use Antora, a documentation site generator
334 for AsciiDoc. The result of this change is the ability to generate
335 documentation for the `docs.evergreen-ils.org` website that is
336 searchable, easier to maintain, and readily installable on a
337 local Evergreen site if desired.
339 For instructions on how to build the documentation, consult
340 the file `README.adoc` under the `docs` directory.
349 ==== Manage Authorities Angular Port ====
351 The Cataloging -> Manage Authorities interface has been ported to Angular.
353 New functionality includes displaying additional authority data, like create
354 and edit dates, etc. It's also possible to view the list of linked bib
360 ==== MARC Batch Edit UI Angular Port ====
362 The MARC Batch Edit interface has been ported to Angular.
367 ==== Preloaded Audio Icon and Search Format ====
369 A new search and icon format called Preloaded Audio now exists
370 using the following atttributes: itemtype i, item form q. This
371 overlaps with the eAudio format. If you want to exclude
372 preloaded audio from eAudio there is a script in the Administration
378 ==== Item Status Allows Pasting a List of Barcodes in csv Format ====
380 The item status input box will now accept a string of barcodes, separated with commas, as well as a single barcode.
390 ==== Booking Capture is now in Angular ====
393 The interface to capture resources for booking
394 reservations has been re-implemented in Angular.
395 Other booking screens, such as Pick Up and
396 Manage Reservations, now include an option to
397 re-print capture slips.
399 System administrators can now edit the template
400 for booking capture slips in Administration ->
401 Server administration -> Print templates.
407 ==== New Fields for AutorenewNotify Event Template ====
410 Two new fields, `auto_renewal_remaining`, and `total_renewal_remaining` have
411 been added to the AutorenewNotify action/trigger event code. They will
412 report the number of autorenewals and regular renewals, respectively,
413 remaining on the new circulation if renewed, or on the old circulation
414 if not renewed. This is provided as a convenience to avoid possibly
415 inaccurate math in the template. You may access them in the template via
419 Automatic Renewals Remaining: [% udata.auto_renewal_remaining %]
420 Total Renewals Remaining: [% udata.total_renewal_remaining %]
427 ==== Course materials module ====
429 This version of Evergreen includes an optional course materials module.
430 Like course reserves modules in other library software, this module
431 makes reserves collections more discoverable and easier to manage.
432 The module also provides similar functionality for library electronic
433 resources and open educational resources, whether they have been
436 To enable the course materials module, go to Administration ->
437 Local Administration -> Library Settings Editor. Find the setting
438 called "Opt Org Unit into the Course Materials Module". Set it to
439 True for the org units that want to use the module.
441 To use the course materials module effectively, staff will need a
442 new permission called _MANAGE_RESERVES_. By default, circulation
443 administrators will receive this permission.
447 Staff members with the _MANAGE_RESERVES_ permission can create
448 courses, attach materials to them, attach users to them, and
449 archive them when they are no longer needed.
451 When associating physical materials from the catalog to a
452 course, staff members can choose temporary item attributes.
453 These attributes will last until the course is archived or
454 the item is detached from the course, whichever happens
457 Staff can also choose to associate electronic resources from
458 the catalog (which must have a transcendent bib source or
459 a located URI). They can also create a brief bib record
460 to attach to the course from within the course materials
463 Staff members can attach users to the course. These users
464 can have either a public role (e.g. instructor) or private
465 roles (e.g. student). The public roles will be displayed
470 If the module is enabled, the OPAC will include a course search
473 ===== Other uses =====
475 Libraries may also want to use this module to manage their
476 displays. Each display can be treated as a course, and staff
477 can attach the items they wish to display to the course along
478 with the temporary attributes (e.g. a shelving location called
479 "On display"). When the display is over, staff members can
486 ==== Hopeless Holds Interface ====
488 A new interface under Local Administration has been added called
489 Hopeless Holds. Using a new Hopeless Date field on hold requests,
490 this interface gives staff a way to resolve issues with hold
491 requests that may have become unfulfillable or "hopeless".
493 The Hopeless Date is set for a given request by the hold targeter
494 whenever the potential items list for the hold is empty, or when
495 all potential items have a copy status that has been designated
496 as Hopeless Prone (a new boolean field on Item Statuses).
502 ==== In-house use now records workstations ====
504 Evergreen now records the workstation along with each
505 in-house use. Staff can now run reports on which
506 workstation created which in-house use.
511 ==== Option to Make Effective Date of Checkin Sticky ====
513 Adds a checkbox to the Checkin screen that will make the backdate effective until logout.
518 ==== Purge User Preferred Names ====
520 The new, user preferred name fields are now set to NULL in the
521 database when a user account is purged via the staff client or using
522 the actor.usr_delete function in the database.
524 To clear the preferred name fields from records that have already been
525 purged, run the following SQL update:
530 SET pref_prefix = NULL,
531 pref_first_given_name = NULL,
532 pref_second_given_name = NULL,
533 pref_family_name = NULL,
536 WHERE usrname ~ ('^' || id || '-PURGED')
540 pref_prefix IS NOT NULL OR
541 pref_first_given_name IS NOT NULL OR
542 pref_second_given_name IS NOT NULL OR
543 pref_family_name IS NOT NULL OR
544 pref_suffix IS NOT NULL OR
545 name_keywords IS NOT NULL
552 ==== Test Notification Method ====
554 Patrons and staff may request a test notification for a patron's default email address or SMS
555 number via the Patron Registration interface in the staff client or the Opac preferences interface. The OPAC_LOGIN permissions are required to
556 request a notification. When a notification is sent, it will be sent to either the user's default email or default SMS number, depending on
559 ===== Upgrade Notes =====
561 This feature adds two new rows to action_trigger.event_definition, two into
562 action_trigger.hook, and six into action_trigger.environment.
566 ==== Curbside Pickup ====
568 The Curbside Pickup features in Evergreen provides an interface to help
569 facilitate contact-free pickup of library materials. It provides a dedicated
570 interface in the staff client for library staff to track and manage curbside
571 pickup appointments and materials through the various stages of the process.
572 Staff can also schedule pickup appointments on behalf of patrons. This feature
573 also allows patrons to schedule their own curbside pickup appointments in their
574 OPAC account, as well as inform the library when they have arrived and are
575 waiting for their materials.
577 This is an extension of the existing holds functionality in Evergreen. A hold
578 must be placed for an item to be eligible for curbside pickup. After an item
579 has been captured for a hold and is available for pickup from the holds shelf,
580 a curbside pickup appointment can be scheduled to allow the materials to be
581 obtained in a contact free transaction.
583 It can accommodate several different workflows depending on how the library
584 decides to implement curbside pickup. It can help library staff track and
585 checkout batches of items to be picked up curbside and help facilitate
586 communication between library staff and patrons. It does not prescribe a
587 specific workflow for curbside pickup.
589 It can be used alongside regular (in the library) hold pickup. Curbside pickup
590 can be an option offered patrons in addition to regular pickup or it can
591 be the primary pickup option depending on the library’s current service plan.
593 It assumes the library will have a staff member assigned to managing curbside
594 pickup throughout the day.
596 ===== Library Settings =====
598 This feature adds the following library settings.
600 * `circ.curbside`: whether to enable curbside appointments for
601 picking up available hold requests. This defaults to off.
603 * `circ.curbside.granularity`: interval between appointment slots. This
604 defaults to 15 minutes.
606 * `circ.curbside.max_concurrent`: how many appointments to permit per
607 time slot. This defaults to 10.
609 * `circ.curbside.disable_patron_input`: if turned on, display scheduled
610 and pending appointments in My Account in the public catalog but
611 do not give the patron the ability to change them from My Account.
612 This defaults to false, i.e., allowing patrons to modify appointments
615 ===== Notifications And Action Triggers =====
617 There are several new patron notice options related to curbside pickup.
619 When a patron’s holds are marked as ready for pickup in Evergreen, an email or
620 text/SMS notification can be sent to let them know that curbside pickup is an
621 option at their library. This notice can be used to promote this service and
622 the default message will prompt patrons to log in to their OPAC account to
623 schedule an appointment or call the library to schedule an appointment.
624 Notice message is customizable. The Trigger Event Definitions for this notice
627 * Curbside offer Email notification, triggered by CurbsideSlot reactor on a
628 definition attached to the hold available hook
629 * Curbside offer SMS notification, triggered by CurbsideSlot reactor on a
630 definition attached to the hold available hook
632 If a patron has scheduled a curbside pickup appointment, an email or text/SMS
633 notification can be sent to confirm the appointment. It will also prompt them
634 to log into their account or call the library when they have arrived for their
635 pickup appointment. The Trigger Event Definitions for this notice are called:
637 * Curbside confirmation Email notification
638 * Curbside confirmation SMS notification
640 Patrons can receive an email with a list of the items they checked out. To
641 receive this notice patrons must have an email address associated with their
642 account and the option for “Email checkout receipts by default?” must be
643 selected in their account. This is an existing notice in Evergreen that ties
644 in to the curbside pickup workflow.
646 There is another action trigger called “Trigger curbside offer events and
647 create a placeholder for the patron, where applicable”. This action trigger
648 does not send a notice to patrons or staff. It is a silent action behind the
649 scenes that initiates the curbside offer email or SMS notification described
652 ===== Upgrade Notes =====
654 This feature adds a new OpenSRF service, `open-ils.curbside`, which must be
655 enabled and registered with the public router for the feature to function.
657 This feature adds no new staff permissions.
661 ==== Allow Use of Adjusted Proximity for Age-protection ====
663 Introduces a new library setting to consult adjusted proximity for age-protected items at hold placement time.
672 ==== New Angular Staff Catalog Default ====
674 The experimental Angular staff catalog has been promoted to operate as the
675 default catalog in the browser staff client. It will be used for all
676 catalog entry points, except for the menu entries for the traditiaional
677 catalog and any links within the traditional catalog.
679 ===== Menu Changes =====
681 * Search -> 'Search The Catalog' now searches to new catalog.
682 * Cataloging -> 'Search The Catalog' now searches to new catalog.
683 * Cataloging -> 'Search The Catalog (Traditional)' searches the traditional
685 * Staff client splash page -> 'Search the catalog' inline form uses the
692 ==== Basket To Bucket Action Now Allows Adding To Shared Buckets ====
694 The Angular staff catalog's 'Add Basket to Bucket' action now
695 gives the user the option of adding the contents of the basket
705 ==== New Bootstrap-based OPAC ====
708 This release includes a new experimental OPAC with a cleaner, more modern design.
710 To enable the new OPAC design, open the `/etc/apache2/eg_vhost.conf` file.
712 Find the following line:
715 PerlAddVar OILSWebTemplatePath "/openils/var/templates"
718 Add the following line directly below it:
721 PerlAddVar OILSWebTemplatePath "/openils/var/templates-bootstrap"
724 Be sure that, if you have any local customizations, that they are referenced below
725 this line. This way, your customizations will still appear in the new OPAC design
726 (although they may need to be adjusted to better fit the new style).
728 You can also turn on the new OPAC for some virtual hosts only, by adding it to the
729 appropriate virtual host entry. Be sure to reference the OILSWebTemplatePath for
730 the `templates-bootstrap` directory before referencing any local customizations
731 used by that virtual host.
733 To emphasize, the new OPAC skin is considered experimental for 3.6.x. There
734 are some discrepancies between its functionality and the functionality
735 present in the original "TPAC" skin. The Evergreen community aims to
736 resolve those discrepancies and make the Bootstrap skin become the default
737 OPAC for the Spring 2021 release (though the original TPAC skin will still
738 be available). Using the Bootstrap skin in production for 3.6 is at your own risk.
743 ==== Enhanced Public Catalog Printing and Email ====
745 Evergreen now provides additional functionality for printing and emailing
746 bibliographic record and holdings information from the catalog, including
747 from an individual record or from a list or basket.
749 After selecting Print or Email, the user will be presented with a preview of
750 the printout or email, respectively. From the preview users can chose to view
751 Brief or Full record information (Full includes holdings information) and how
752 records should be sorted (Author, Title, Publication Date). Holdings
753 information can also be limited to a certain library.
755 Users can be required to log in to their OPAC account to send an email or this
756 feature can be configured to allow sending an email without signing in to the
757 public catalog. If the option to allow emailing without signing in is enabled
758 (by turning on the new 'Allow record emailing without login' library setting),
759 user will be asked to solve an arithmetic CAPTCHA in order to send the email.
761 ===== Administration =====
763 Two new interfaces have been added to Local Administration: Event Definition
764 Groups and Event Definition Group Members. The Event Definition Groups defines
765 the various groups for Action Trigger Event Definitions -- currently Print
766 Record(s) or Email Record(s). The Event Definition Group Members defines the
767 options within each group -- currently Brief or Full record information.
769 These two interfaces expose the infrastructure behind the new print and
770 email functionality and library staff will not need to make any changes to
771 these interfaces to use the existing print and email options. The stock print
772 and email Action Trigger Event Definitions can be cloned and modified to
773 provide additional bibliographic format options. After creating the custom
774 Event Definition, add it to the appropriate Event Definition Group (Print
775 Record or Email Record) and the new format will be available in the catalog.
781 ==== Credit card payments using Stripe now on version 3 (Elements) ====
783 When Stripe payments are enabled, the public catalog will now
784 use version 3 of the Stripe client library, as well as its
785 Elements API for building the credit card form. For
786 technical reasons, this more easily lends a site to PCI
789 On the staff side, the credit card option is disabled for
790 Stripe, as that has not been implemented and in the past
791 would just give an error.
796 ==== Improve Access to Libray Info in OPAC ====
798 Adds the library's address, email, phone, and website link to the myopac patron account preferences page.
807 ==== Combined Aged and Active Circluations Source Naming ====
809 A recent improvement to aid web client data retrieval
810 speed resulted in a new reports source that was named
811 nearly identically to a long-existing one, and both
812 were appearing in the "Core Sources" section of reports.
813 The newer source has been renamed for clarity and removed
814 from the core sources to prevent confusion:
816 * "Combined Aged and Active circulations" is now named "Combined Aged and Active Circulations (Slim Version)"
817 and is removed from the Core Sources.
818 * "Combined Aged and Active Circulations", which contains more linkages to other data sources, remains in the
824 ==== Reports Subtotals ====
826 Reports now allow group subtotals and grand totals. By checking the
827 new "Calculate grouping subtotals" checkbox under "Output Options",
828 a new unlabeled row or column is created with the subtotals for each
829 grouping and an unlabeled grand total row or column.
831 This takes advantage of PostreSQL's built-in ROLLUP feature. See the
832 PostgreSQL documentation for details:
834 https://www.postgresql.org/docs/9.6/queries-table-expressions.html#QUERIES-GROUPING-SETS
836 An example of a report that could use this new feature is
837 one based on the Circulation source with the following fields:
839 * Circulation -> Checkout / Renewal Library -> Short (Policy) Name (Raw Data)
840 * Circulation -> Checkout Date/Time (Year)
841 * Circulation -> Shelving Location -> Name (Raw Data)
842 * Circulation -> Circ ID (Count Distinct)
844 Turning on the "Calculate grouping subtotals" checkbox would make
845 the report show subtotals for each combination of
846 short name, checkout year, and shelving location name.
855 ==== Allow Username in Patron ID ====
857 Evergreen now accepts a patron's username in the SIP2 Patron ID field
858 (AA) in addition to the barcode. This modification is useful for
859 vendors, such as Overdrive, who can accept a user's username.
860 Additionally, it is easier for a patron to find and remember their
861 username over their barcode.
863 The new feature determines if the value in the Patron ID field is a
864 barcode or username by comparing the field value against the
865 `opac.barcode_regex` setting for the organizational unit of the logged
866 in SIP2 account as configured in the oils_sip.xml file. This is
867 similar to what the OPAC does when a patron logs in.
869 This feature requires activation. To activate, uncomment (or add) the
870 following line in the oils_sip.xml configuration file and change the
871 value from 'false' to 'true'.
875 <option name='support_patron_username_login' value='true' />
880 == Acknowledgments ==
882 The Evergreen project would like to acknowledge the following
883 organizations that commissioned developments in this release of
887 * Evergreen Community Development Initiative
888 * Georgia Public Library Service
889 * Indiana State Library
890 * Linn-Benton Community College
894 * Treasure Valley Community College
896 We would also like to thank the following individuals who contributed
897 code, translations, documentation, patches, and tests to this release of
918 * Blake Graham-Henderson
932 * Andrea Buntz Neiman
947 We also thank the following organizations whose employees contributed
950 * Ann Arbor District Library
951 * BC Libraries Cooperative
956 * Equinox Open Library Initiative
957 * Georgia Public Library Service
958 * Grand Rapids Public Library
959 * Greater Clark Hills Regional Library System
960 * Indiana State Library
961 * Kenton County Public Library
962 * King County Library System
963 * Laurentian University
964 * Linn-Benton Community College
966 * Niagara Falls Public Library
968 * Scenic Regional Library
970 * Washington County (MO) Public Library
971 * Westchester Library System
974 We regret any omissions. If a contributor has been inadvertently
975 missed, please open a bug at http://bugs.launchpad.net/evergreen/