1 = Evergreen 3.7 Release Notes =
8 This release contains bug fixes improving on Evergreen 3.7.2.
12 The fix for https://bugs.launchpad.net/evergreen/+bug/1939338[Launchpad bug 1939338] modifies the `fm_IDL.xml` file. To ensure that everything is up-to-date, existing Evergreen sites should run `autogen.sh` after restarting OpenSRF services and before restarting Apache.
16 ==== Acquisitions ====
18 * Protects real copies from deletion by an acqusitions line item cancel (https://bugs.launchpad.net/evergreen/+bug/1928003[Bug 1928003])
19 * Fixes an issue where EDIWriter.pm was not correctly applying some attribute types (https://bugs.launchpad.net/evergreen/+bug/1930740[Bug 1930740])
20 * Fixes the Providers form to be more friendly to screenreaders (https://bugs.launchpad.net/evergreen/+bug/1950507[Bug 1950507])
22 ==== Administration ====
24 * Speed improvements to 'Did You Mean' symspell ingest (https://bugs.launchpad.net/evergreen/+bug/1947173[Bug 1947173])
25 * Adds rdeleted parameter to the pingest.pl script (https://bugs.launchpad.net/evergreen/+bug/1862652[Bug 1862652])
26 * Fixes bug where Carousels could only be viewed & edited by their creating user (https://bugs.launchpad.net/evergreen/+bug/1939338[Bug 1939338])
27 * Updates Hopeless Holds interface so Title links open in a new tab (https://bugs.launchpad.net/evergreen/+bug/1909681[Bug 1909681])
28 * Fixes an issue where specific 'opensrf' user is required in oils_ctl.sh and autogen.sh (https://bugs.launchpad.net/evergreen/+bug/1900005[Bug 1900005])
29 * Adds MARC_NAMESPACE to Const.pm (https://bugs.launchpad.net/evergreen/+bug/1930747[Bug 1930747])
30 * Fixes an issue preventng correct MADS processing of field 755 (https://bugs.launchpad.net/evergreen/+bug/1800871[Bug 1800871])
35 * Makes changes to the eBook API to support Overdrive's updated Checkouts API (https://bugs.launchpad.net/evergreen/+bug/1951021[Bug 1951021])
37 ==== Architecture ====
39 * Fixes typo in fm_idl.xml (https://bugs.launchpad.net/evergreen/+bug/1957840[Bug 1957840])
40 * Fixes issue where loading records with located URIs deleted and recreated call_numbers (https://bugs.launchpad.net/evergreen/+bug/1482757[Bug 1482757])
41 * Fixes an issue where retrieving a title via SuperCat can crash if the title has a serial unit with statcats (https://bugs.launchpad.net/evergreen/+bug/1970486[Bug 1970486])
47 * Fixes an issue in the traditional staff catalog where PLACE_UNFILLABLE_HOLD override fails if there are no items available (https://bugs.launchpad.net/evergreen/+bug/1906842[Bug 1906842])
48 * Fixes an issue in the Patron Search from Place Holds modal where barcode search was failing (https://bugs.launchpad.net/evergreen/+bug/1955927[Bug 1955927])
49 * Restores Hold links in the staff catalog detail page that were broken by a Chrome update (https://bugs.launchpad.net/evergreen/+bug/1964019[Bug 1964019])
50 * Fixes an issue in the traditional staff catalog where user settings wouldn't load in the Place Holds interface (https://bugs.launchpad.net/evergreen/+bug/1939426[Bug 1939426])
51 * Fixes an issue in the Angular staff catalog where monograph parts were sorting incorrectly in the Place Holds interface (https://bugs.launchpad.net/evergreen/+bug/1965161[Bug 1965161])
52 * Adds default columns in the Angular staff catalog View Holds tab (https://bugs.launchpad.net/evergreen/+bug/1907123[Bug 1907123])
53 * Excludes empty bibs with transcendent=f from location limited staff searches (https://bugs.launchpad.net/evergreen/+bug/1746800[Bug 1746800])
54 * Fixes issue in the traditional staff catalog where Patron Barcode Completion didn't populate correctly in the Place Holds interface (https://bugs.launchpad.net/evergreen/+bug/1965317[Bug 1965317])
59 * Fixes a regression where owning libraries were not indicated in the Holdings View dropdown (https://bugs.launchpad.net/evergreen/+bug/1739277[Bug 1739277])
60 * Fixes an issue where batch deletes from an item bucket exhausted drones (https://bugs.launchpad.net/evergreen/+bug/1949910[Bug 1949910])
61 * Fixes an issue where the Holdings View showed incorrect item counts (https://bugs.launchpad.net/evergreen/+bug/1933275[Bug 1933275])
62 * Adds Author field to Item Buckets (https://bugs.launchpad.net/evergreen/+bug/1800474[Bug 1800474])
63 * Fixes an issue where batch removal of items from an item bucket exhausted drones (https://bugs.launchpad.net/evergreen/+bug/1968082[Bug 1968082])
68 * Adjust to Zero on billings now closes the associated transaction and sets item status as Lost & Paid (https://bugs.launchpad.net/evergreen/+bug/1830089[Bug 1830089])
69 * Excludes child organizational units when fleshing standing penalties (https://bugs.launchpad.net/evergreen/+bug/1959461[Bug 1959461])
70 * Fixes invalidate email regression (https://bugs.launchpad.net/evergreen/+bug/1950826[Bug 1950826])
71 * Fixes a bug where Patron Search could cause the browser to become unresponsive (https://bugs.launchpad.net/evergreen/+bug/1959904[Bug 1959904])
75 * Improves filtering on egBasicComboBox typeaheads (https://bugs.launchpad.net/evergreen/+bug/1819233[Bug 1819233])
76 * Corrects print template data field names for Items Out template (https://bugs.launchpad.net/evergreen/+bug/1766726[Bug 1766726])
77 * Implements batch method for adding users to a bucket (https://bugs.launchpad.net/evergreen/+bug/1946531[Bug 1946531])
79 ==== Course Materials ====
81 * Adds owning library check to Course Terms uniqueness constraint (https://bugs.launchpad.net/evergreen/+bug/1942645[LP1942645])
82 * Fixes course search issue (https://bugs.launchpad.net/evergreen/+bug/1913340[Bug 1913340])
84 ==== Documentation ====
86 * Updates to Print Template Export documentation (https://bugs.launchpad.net/evergreen/+bug/1929592[Bug 1929592])
87 * Updates to Transit List documentation
88 * Updates to Workstation Admin documentation
89 * Updates to MARC Batch Import documentation
90 * Updates to Barcode Completion documentation
91 * Added Course Materials documentation
92 * Updates to Holds documentation
93 * Updates to z39.50 documentation
94 * Updates to OPAC Lists documentation
95 * Added relevant Conference videos to some documentation pages
96 * Updates to Batch Search documentation
97 * Updates to Using the Public Access Catalog documentation
98 * Added Advanced Authorities documentation (https://bugs.launchpad.net/evergreen/+bug/1944205[Bug 1944205])
102 * Fixes an issue in the Bootstrap OPAC where changing a branch did not clear the shelving location list (https://bugs.launchpad.net/evergreen/+bug/1946019[Bug 1946019])
103 * Restores line breaks in Patron Messages (https://bugs.launchpad.net/evergreen/+bug/1927990[Bug 1927990])
104 * Fixes an issue where some electronic resource links would not display in the Bootstrap OPAC (https://bugs.launchpad.net/evergreen/+bug/1950394[Bug 1950394])
105 * Fixes an issue in the Bootstrap OPAC where the 'More Details' button was not translatable (https://bugs.launchpad.net/evergreen/+bug/1919494[Bug 1919494])
106 * Fixes an issue where a hold in the status "Hold Shelf Delay" displayed blank in the OPAC (https://bugs.launchpad.net/evergreen/+bug/1959405[Bug 1959405])
107 * Fixes Bootstrap OPAC 'More Details' button so it toggles to 'Less Details' when clicked (https://bugs.launchpad.net/evergreen/+bug/1920039[Bug 1920039])
108 * Fixes circ history CSV export in the Bootstrap OPAC (https://bugs.launchpad.net/evergreen/+bug/1954923[Bug 1954923])
109 * Fixes color contrast on Bootstrap OPAC forms (https://bugs.launchpad.net/evergreen/+bug/1942240[Bug 1942240])
110 * Fixes formatting in Bootstrap OPAC My Lists (https://bugs.launchpad.net/evergreen/+bug/1907863[Bug 1907863])
115 * Fixes an issue where subscription manager fetched too many parallel requests (https://bugs.launchpad.net/evergreen/+bug/1949389[Bug 1949389])
118 === Acknowledgements ===
120 We would like to thank the following individuals who contributed code,
121 testing and documentation patches to the 3.7.3 point release of Evergreen:
139 * Blake Graham Henderson
147 * Andrea Buntz Neiman
164 == Evergreen 3.7.2 ==
166 This release contains bug fixes improving on Evergreen 3.7.1.
168 === Upgrade notes ===
170 The fix for https://bugs.launchpad.net/evergreen/+bug/1450519[Launchpad bug 1450519] modifies the `fm_IDL.xml` file. To ensure that everything is up-to-date, existing Evergreen sites should run `autogen.sh` after restarting OpenSRF services and before restarting Apache.
172 In reference to the fix for https://bugs.launchpad.net/evergreen/+bug/1944765[Launchpad bug 1944765], existing Evergreen systems on Debian and Ubuntu should do the following to ensure that mod_headers is active:
176 sudo systemctl restart apache2
181 ==== Acquisitions ====
183 * Fixes column header in Line Item Search (https://bugs.launchpad.net/evergreen/+bug/1906826[LP1906826])
185 ==== Administration ====
187 * Adds automated tests for ISBN-13 starting with 979 (https://bugs.launchpad.net/evergreen/+bug/1857060[LP1857060])
188 * Adds circ.collections.exempt user setting to seed data (https://bugs.launchpad.net/evergreen/+bug/1937299[LP1937299])
189 * Adds CPAN module prerequisites for the 'Did You Mean' search suggestions feature (https://bugs.launchpad.net/evergreen/+bug/1936662[LP1936662])
190 * Adds Library Setting to 'Did You Mean' baseline (https://bugs.launchpad.net/evergreen/+bug/1931167[LP1931167])
191 * Restricts access to library setting history for unauthorized users (https://bugs.launchpad.net/evergreen/+bug/1450519[LP1450519])
192 * Fixes filter errors on secondary admin pages (https://bugs.launchpad.net/evergreen/+bug/1919483[LP1919483])
193 * Fixes an issue with the Default Net Access Level Library Setting (https://bugs.launchpad.net/evergreen/+bug/1802682[LP1802682])
194 * Additional query optimization for 'Did You Mean' (https://bugs.launchpad.net/evergreen/+bug/1931162[LP1931162])
195 * Fixes an issue with Action Triggers that have a repeat delay (https://bugs.launchpad.net/evergreen/+bug/1823983[LP1823983])
196 * Fixes an issue with the Action Trigger ApplyPatronPenalty reactor (https://bugs.launchpad.net/evergreen/+bug/1859502[LP1859502])
197 * Enables Apache module mod_headers by default (https://bugs.launchpad.net/evergreen/+bug/1944765[LP1944765])
198 * Fixes typo in three Library Settings descriptions https://bugs.launchpad.net/evergreen/+bug/1826759[LP1826759])
200 ==== Architecture ====
202 * Fixes datatype issues that can cause unexpected behavior (https://bugs.launchpad.net/evergreen/+bug/1923076[LP1923076])
203 * Fixes an issue running "npm install" for the Angular JS web client (https://bugs.launchpad.net/evergreen/+bug/1937875[LP1937875])
204 * Fixes typo in pingest.pl help command (https://bugs.launchpad.net/evergreen/+bug/1924562[LP1924562])
208 * Adds new Booking permissions to appropriate Permission Groups (https://bugs.launchpad.net/evergreen/+bug/1910891[LP1910891])
209 * Fixes an issue where Booking Resource Type box was not populating (https://bugs.launchpad.net/evergreen/+bug/1916949[LP1916949])
213 * Adds "Show more details" button & workstation setting for the Staff Catalog (https://bugs.launchpad.net/evergreen/+bug/1908722[LP1908722])
214 * Adds call number display Staff Catalog search results (https://bugs.launchpad.net/evergreen/+bug/1910808[LP1910808])
215 * Restores preferred library holdings count in search results (https://bugs.launchpad.net/evergreen/+bug/1913807[LP1913807])
216 * Fixes duplicate circ mod display in embedded OPAC view (https://bugs.launchpad.net/evergreen/+bug/1930308[LP1930308])
217 * Adds jump to details on one hit support to the Staff Catalog (https://bugs.launchpad.net/evergreen/+bug/1912852[LP1912852])
218 * Adds a Patron View button to the Staff Catalog (https://bugs.launchpad.net/evergreen/+bug/1910452[LP1910452])
219 * Fixes display of Age Hold Protection in the Staff Catalog (https://bugs.launchpad.net/evergreen/+bug/1908614[LP1908614])
220 * Adds OPAC visible to Holdings View in the Staff Catalog (https://bugs.launchpad.net/evergreen/+bug/1917338[LP1917338])
221 * Fixes 'copy queue to bucket' function in Staff Catalog (https://bugs.launchpad.net/evergreen/+bug/1928275[LP1929275])
222 * Fixes an issue where the holds page would refresh before a batch holds cancel was complete (https://bugs.launchpad.net/evergreen/+bug/1911023[LP1911023])
223 * Fixes an issue where 'submit' or 'enter' was required for a patron barcode on the Staff Catalog holds form (https://bugs.launchpad.net/evergreen/+bug/1903358[LP1903358])
228 * Adds a workstation setting to allow users to save grid preferences for the angular catalog item table (https://bugs.launchpad.net/evergreen/+bug/1907296[LP1907296])
229 * Adds SRCE fixed field to Angular MARC Editor (https://bugs.launchpad.net/evergreen/+bug/1718782[LP1718782])
230 * Fixes the Delete Queue link on the Queue Details Page in MARC Batch Import/Export (https://bugs.launchpad.net/evergreen/+bug/1934184[LP1934184])
231 * Fixes a text error in the Load Shared Bucket modals (https://bugs.launchpad.net/evergreen/+bug/1929839[LP1929839])
232 * Fixes an issue that allows precat merges (https://bugs.launchpad.net/evergreen/+bug/827356[LP827356])
233 * Fixes a TCN/ID mismatch in the z39.50 interface (https://bugs.launchpad.net/evergreen/+bug/1786971[LP1786971])
234 * Fixes an issue where import operations could fail (https://bugs.launchpad.net/evergreen/+bug/1941764[LP1941764])
235 * Fixes an issue where authority records with long subfields would not load (https://bugs.launchpad.net/evergreen/+bug/1922567[LP1922567])
236 * Fixes excess openils.actor calls in Add to Item Bucket (https://bugs.launchpad.net/evergreen/+bug/1932051[LP1932051])
238 ==== Circulation ====
240 * Fixes excess pcrud calls in barcode lookup (https://bugs.launchpad.net/evergreen/+bug/1929136[LP1929136])
241 * Fixes an issue where batch checkin from Item Status caused rapid-fire popups (https://bugs.launchpad.net/evergreen/+bug/1742553[LP1742553])
242 * Fixes an issue where self-check audio alerts were failing (https://bugs.launchpad.net/evergreen/+bug/1815968[LP1815968])
243 * Fixes an issue where removing patrons from buckets caused too many simultaneous requests (https://bugs.launchpad.net/evergreen/+bug/1932358[LP1932358])
244 * Adds missing patron data to Holds for Patron print template (https://bugs.launchpad.net/evergreen/+bug/1926971[LP1926971])
245 * Fixes incorrect hints for fields in the Checkout print template (https://bugs.launchpad.net/evergreen/+bug/1901028[LP1901028])
246 * Fixes a timezone issue with staff scheduled Curbside appointments (https://bugs.launchpad.net/evergreen/+bug/1917396[LP1917396])
247 * Fixes an issue where the Missing Pieces slip was sent to the Default printer instead of the Receipt printer (https://bugs.launchpad.net/evergreen/+bug/1938450[LP1938450])
248 * Fixes sorting of SMS Carriers when editing an existing hold (https://bugs.launchpad.net/evergreen/+bug/1809157[LP1809157])
249 * Fixes messages in the patron Offline Block List (https://bugs.launchpad.net/evergreen/+bug/1752356[LP1752356])
250 * Fixes an issue where cloned patron addresses were set to Pending (https://bugs.launchpad.net/evergreen/+bug/1821804[LP1821804])
251 * Fixes an issue with retargeting when a hold's pickup library is changed (https://bugs.launchpad.net/evergreen/+bug/1866667[LP1866667])
252 * Fixes an issue that allowed Hold Activation Dates in the past in the Staff Catalog (https://bugs.launchpad.net/evergreen/+bug/1903357[LP1903357])
253 * Fixes patron name display to use preferred name in the Staff Catalog Place Hold screen (https://bugs.launchpad.net/evergreen/+bug/1924621[LP1924621])
254 * Fixes display of legacy circulations in circ summary (https://bugs.launchpad.net/evergreen/+bug/1942920[LP1942920])
259 * Fixes display issue in Angular grids (https://bugs.launchpad.net/evergreen/+bug/1916754[LP1916754])
260 * Restores the Circulation History by Year information in Item Status (https://bugs.launchpad.net/evergreen/+bug/1743611[LP1743611])
261 * Fixes a display issue with formerly precataloged items (https://bugs.launchpad.net/evergreen/+bug/1904754[LP1904754])
262 * Fixes an issue that allowed logins by expired accounts (https://bugs.launchpad.net/evergreen/+bug/1844121[LP1844121])
263 * Adds missing workstation types for Carousels (https://bugs.launchpad.net/evergreen/+bug/1920253[LP1920253])
264 * Adds caching for workstation & user settings values (https://bugs.launchpad.net/evergreen/+bug/1938729[LP1939729])
266 ==== Course Materials ====
268 * Fixes an issue where a blank course section number impacted OPAC display (https://bugs.launchpad.net/evergreen/+bug/1913221[LP1913221])
269 * Adds circulation modifier to OPAC Course Details page (https://bugs.launchpad.net/evergreen/+bug/1935693[LP1935693])
270 * Adds an Org Unit selector to the Course List (https://bugs.launchpad.net/evergreen/+bug/1905068[LP1905068])
271 * Fixes the owning library default when adding a new course (https://bugs.launchpad.net/evergreen/+bug/1917809[LP1917809])
272 * Fixes an issue that allowed unreasonable Course-Term mappings (https://bugs.launchpad.net/evergreen/+bug/1906058[LP1906058])
274 ==== Documentation ====
276 * Updates the Glossary & Apache Rewrite Tricks docs to define 'TLD' (https://bugs.launchpad.net/evergreen/+bug/1837753[LP1837753])
277 * Updates Address Alert docs for web client (https://bugs.launchpad.net/evergreen/+bug/1776977[LP1776977])
278 * Updates to library settings docs & filename corrections (https://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=c6e50ae7aca514a3b3db441df29162680279e0fb[commit])
279 * Updated Shelving Locations docs for Angular (https://bugs.launchpad.net/evergreen/+bug/1901758[LP1901758])
280 * Fixes to 3.7 Report Sources doc (https://git.evergreen-ils.org/?p=Evergreen.git;a=commit;h=efe8d20613f65c8a568f66f3cd2e334fe12e4341[commit])
284 * Fixes alignment issue on mobile devices (https://bugs.launchpad.net/evergreen/+bug/1928005[LP1928005])
285 * Adds Curbside Appointments to Bootstrap OPAC (https://bugs.launchpad.net/evergreen/+bug/1895737[LP1895737])
286 * Adds 'Limit to Available' in Bootstrap OPAC copy table (https://bugs.launchpad.net/evergreen/+bug/1908612[LP1908612])
287 * Fixes an issue where the Login box was not translateable (https://bugs.launchpad.net/evergreen/+bug/1919497[LP1919497])
288 * Fixes alignment issue with available and holds copy counts in the Bootstrap OPAC (https://bugs.launchpad.net/evergreen/+bug/1933125[LP1933125])
289 * Makes the Bootstrap OPAC self registration form more responsive (https://bugs.launchpad.net/evergreen/+bug/1920273[LP1920273])
290 * Adds missing title and descripton for Shared Lists in the Bootstrap OPAC (https://bugs.launchpad.net/evergreen/+bug/1909584[LP1909584])
291 * Fixes hold failures due to SMS notification selection errors (https://bugs.launchpad.net/evergreen/+bug/1933381[LP1933381])
292 * Fixes tabbing & focus in Bootstrap OPAC login form
293 (https://bugs.launchpad.net/evergreen/+bug/1909144[LP1909144])
294 * Replaces javascript onfocus/onblur with HTML5 placeholder in KPAC (https://bugs.launchpad.net/evergreen/+bug/1834258[LP1834258])
299 * Exports PERL5LIB in oils_ctl.sh to account for a change in Perl 5.26.0. This change affects Ubuntu 18.04 (Bionic Beaver) and Debian 10 (Buster) and any future releases. (https://bugs.launchpad.net/evergreen/+bug/1899974[LP1899974])
301 === Acknowledgements ===
303 We would like to thank the following individuals who contributed code,
304 testing and documentation patches to the 3.7.2 point release of Evergreen:
329 * Andrea Buntz Neiman
345 == Evergreen 3.7.1 ==
347 This release contains bug fixes improving on Evergreen 3.7.0.
352 ==== Acquisitions ====
354 * Acq PO Search cancel reason column shows description (https://bugs.launchpad.net/bugs/1906825[Bug 1906825])
355 * Date columns in Acq Search now also show time (https://bugs.launchpad.net/bugs/1912097[Bug 1912097])
357 ==== Administration ====
359 * Fixes an issue with editing carousels (https://bugs.launchpad.net/bugs/1879769[Bug 1879769])
360 * Carousel admin grid now has a link to edit the relevant bucket (https://bugs.launchpad.net/bugs/1901893[Bug 1901893])
361 * The Active Column in SMS Carrier administration now displays properly (https://bugs.launchpad.net/bugs/1873539[Bug 1873539])
362 * Fixes upgrade script for Enhanced Print/Email (https://bugs.launchpad.net/bugs/1905091[Bug 1905091])
363 * Cleans up numerous Perl warnings in logs (https://bugs.launchpad.net/bugs/1895660[Bug 1895660])
368 * Fixes an issue displaying highlighting in traditional and bootstrap catalogue (https://bugs.launchpad.net/bugs/1923225[Bug 1923225])
369 * Fixes an issue displaying works with the word "hidden" in the title (https://bugs.launchpad.net/bugs/1930933[Bug 1930933])
370 * Bootstrap OPAC: Simple Selector for Lang now works in Advanced Search (https://bugs.launchpad.net/bugs/1920042[Bug 1920042])
371 * Bootstrap OPAC: My account summary now displays ebook references according to config file (https://bugs.launchpad.net/bugs/1910288[Bug 1910288])
372 * Bootstrap OPAC: Item tags no longer display as separate copies on an x-small screen (https://bugs.launchpad.net/bugs/1916936[Bug 1916936])
373 * Fixes nesting issues on the Bootstrap OPAC Record Detail Page (https://bugs.launchpad.net/bugs/1901710[Bug 1901710])
374 * Opac SMS and Carrier Fields display according to OU Setting when Editing a Hold (https://bugs.launchpad.net/bugs/1902302[Bug 1902302])
375 * Better controls for collapsing and expanding the staff catalog search form (https://bugs.launchpad.net/bugs/1913338[Bug 1913338])
379 * Angular Catalog: "Edit" link no longer ignores UPDATE_COPY perm (https://bugs.launchpad.net/bugs/1920815[Bug 1920815])
380 * Angular catalog: fixes an issue with metarecord search (https://bugs.launchpad.net/bugs/1930088[Bug 1930088])
381 * Angular staff catalog now displays e-resource links (https://bugs.launchpad.net/bugs/1881607[Bug 1881607])
382 * Record bucket Batch Edit now navigates to the Angular batch editor (https://bugs.launchpad.net/bugs/1926310[Bug 1926310])
383 * Angular Catalog: Shelving locations assigned to the top level OU now display in list (https://bugs.launchpad.net/bugs/1927527[Bug 1927527])
384 * Add to Carousel added back to the Other Actions menu in the Bib Record (https://bugs.launchpad.net/bugs/1922120[Bug 1922120])
385 * Makes terminology more consistent in Angular Catalog (https://bugs.launchpad.net/bugs/1925725[Bug 1925725])
388 ==== Circulation ====
390 * Preferred Name is now the prominent display name (https://bugs.launchpad.net/bugs/1924185[Bug 1924185])
391 * Unchanged workstation settings are no longer re-applied on every checkin (https://bugs.launchpad.net/bugs/1918362[Bug 1918362])
392 * Adds accessible field labels in patron search and edit (https://bugs.launchpad.net/bugs/1615800[Bug 1615800])
393 * Fixes an issue with the embedded "Place a hold" catalog in the checkout interface (https://bugs.launchpad.net/bugs/1887876[Bug 1887876])
394 * Angular Catalog: Hold status in View Holds is now saved (https://bugs.launchpad.net/bugs/1917495[Bug 1917495])
395 * Angular Staff Catalog: Hold Pickup Library no longer sometimes empty (https://bugs.launchpad.net/bugs/1917944[Bug 1917944])
396 * Fixes an issue with the Angular catalog view holds sort by patron barcode (https://bugs.launchpad.net/bugs/1928684[Bug 1928684])
397 * Staff catalog hold detail page now supports hold notes/notifications (https://bugs.launchpad.net/bugs/1910145[Bug 1910145])
401 * Angular grid column field picker has a better sort order (https://bugs.launchpad.net/bugs/1891699[Bug 1891699])
402 * Angular grids now support shift-click multi-row selection (https://bugs.launchpad.net/bugs/1911238[Bug 1911238])
403 * Fixes an issue with multi-word queries in the splash page catalog search (https://bugs.launchpad.net/bugs/1892435[Bug 1892435])
407 * Evergreen now uses the builtin array_remove() function rather than its own custom version (https://bugs.launchpad.net/bugs/1778955[Bug 1778955])
408 * Adds seed data for the eg.orgselect.hopeless.wide_holds setting (https://bugs.launchpad.net/bugs/1895738[Bug 1895738])
411 ==== Documentation ====
413 * Adds documentation on how to contribute Documentation (https://bugs.launchpad.net/bugs/1927534[Bug 1927534])
414 * Adds IDL acronym to the glossary (https://bugs.launchpad.net/bugs/1857917[Bug 1857917])
415 * Adds documentation on how to use the browser client efficiently (https://bugs.launchpad.net/bugs/1250528[Bug 1250528] and https://bugs.launchpad.net/bugs/1751146[Bug 1751146])
416 * Improves example for LDAP authentication (https://bugs.launchpad.net/bugs/1901940[Bug 1901940])
417 * Adds documentation about patron with negative balances (https://bugs.launchpad.net/bugs/1929467[Bug 1929467])
419 === Acknowledgements ===
421 We would like to thank the following individuals who contributed code,
422 testing and documentation patches to the 3.7.1 point release of Evergreen:
433 * Blake Graham Henderson
444 * Andrea Buntz Neiman
453 == Evergreen 3.7.0 ==
455 === Upgrade notes ===
457 ==== Database Upgrade Procedure ====
459 The database schema upgrade for Evergreen 3.7 has more steps than normal. The general
460 procedure, assuming Evergreen 3.6.2 as the starting point, is:
462 . Run the main 3.6.2 => to 3.7 schema update script from the Evergreen source directory,
463 supplying database connection parameters as needed:
467 psql -f Open-ILS/src/sql/Pg/version-upgrade/3.6.2-3.7.0-upgrade-db.sql 2>&1 | tee 3.6.2-3.7.0-upgrade-db.log
470 . Create and ingest search suggestions:
471 .. Run the following from `psql` to export the strings to files:
479 select value from metabib.title_field_entry;
481 select value from metabib.author_field_entry;
483 select value from metabib.subject_field_entry;
485 select value from metabib.series_field_entry;
487 select value from metabib.identifier_field_entry;
489 select value from metabib.keyword_field_entry;
496 .. From the command line, convert the exported words into SQL scripts to load into the database.
497 This step assumes that you are at the top of the Evergreen source tree.
501 $ ./Open-ILS/src/support-scripts/symspell-sideload.pl title > title.sql
502 $ ./Open-ILS/src/support-scripts/symspell-sideload.pl author > author.sql
503 $ ./Open-ILS/src/support-scripts/symspell-sideload.pl subject > subject.sql
504 $ ./Open-ILS/src/support-scripts/symspell-sideload.pl series > series.sql
505 $ ,/Open-ILS/src/support-scripts/symspell-sideload.pl identifier > identifier.sql
506 $ ./Open-ILS/src/support-scripts/symspell-sideload.pl keyword > keyword.sql
509 .. Back in `psql`, import the suggestions. This step can take several hours in a large databases,
510 but the `\i $FILE.sql`` steps can be run in parallel.
514 ALTER TABLE search.symspell_dictionary SET UNLOGGED;
515 TRUNCATE search.symspell_dictionary;
524 CLUSTER search.symspell_dictionary USING symspell_dictionary_pkey;
525 REINDEX TABLE search.symspell_dictionary;
526 ALTER TABLE search.symspell_dictionary SET LOGGED;
527 VACUUM ANALYZE search.symspell_dictionary;
529 DROP TABLE search.symspell_dictionary_partial_title;
530 DROP TABLE search.symspell_dictionary_partial_author;
531 DROP TABLE search.symspell_dictionary_partial_subject;
532 DROP TABLE search.symspell_dictionary_partial_series;
533 DROP TABLE search.symspell_dictionary_partial_identifier;
534 DROP TABLE search.symspell_dictionary_partial_keyword;
537 . (optional) Apply the new opt-in setting for overdue and preduce notices.
538 The following query will set the circ.default_overdue_notices_enabled
539 user setting to true (the default value) for all existing users,
540 ensuring they continue to receive overdue/predue emails.
544 INSERT INTO actor.usr_setting (usr, name, value)
547 circ.default_overdue_notices_enabled,
552 The following query will add the circ.default_overdue_notices_enabled
553 user setting as an opt-in setting for all action triggers that send
554 emails based on a circ being due (unless another opt-in setting is
559 UPDATE action_trigger.event_definition
560 SET opt_in_setting = circ.default_overdue_notices_enabled,
562 WHERE opt_in_setting IS NULL
563 AND hook = checkout.due
564 AND reactor = SendEmail;
566 Evergreen admins who wish to use the new setting should run both of
567 the above queries. Admins who do not wish to use it, or who are
568 already using a custom opt-in setting of their own, do not need to
571 . Perform a `VACUUM ANALYZE` of the following tables using `psql`:
575 VACUUM ANALYZE authority.full_rec;
576 VACUUM ANALYZE authority.simple_heading;
577 VACUUM ANALYZE metabib.identifier_field_entry;
578 VACUUM ANALYZE metabib.combined_identifier_field_entry;
579 VACUUM ANALYZE metabib.title_field_entry;
580 VACUUM ANALYZE metabib.combined_title_field_entry;
581 VACUUM ANALYZE metabib.author_field_entry;
582 VACUUM ANALYZE metabib.combined_author_field_entry;
583 VACUUM ANALYZE metabib.subject_field_entry;
584 VACUUM ANALYZE metabib.combined_subject_field_entry;
585 VACUUM ANALYZE metabib.keyword_field_entry;
586 VACUUM ANALYZE metabib.combined_keyword_field_entry;
587 VACUUM ANALYZE metabib.series_field_entry;
588 VACUUM ANALYZE metabib.combined_series_field_entry;
589 VACUUM ANALYZE metabib.real_full_rec;
592 ==== New Seed Data ====
595 ===== New Permissions =====
597 * Administer geographic location services (`ADMIN_GEOLOCATION_SERVICES`)
598 * Administer library groups (`ADMIN_LIBRARY_GROUPS`)
599 * Manage batch (subscription) hold events (`MANAGE_HOLD_GROUPS`)
600 * Modify patron SSO settings (`SSO_ADMIN`)
601 * View geographic location services (`VIEW_GEOLOCATION_SERVICES`)
603 ===== New Global Flags =====
605 * Block the ability of expired user with the STAFF_LOGIN permission to log into Evergreen (`auth.block_expired_staff_login`)
606 * Offer use of geographic location services in the public catalog (`opac.use_geolocation`)
608 ===== New Internal Flags =====
610 * Maximum search result count at which spelling suggestions may be offered (`opac.did_you_mean.low_result_threshold`)
612 ===== New Library Settings =====
614 * Allow both Shibboleth and native OPAC authentication (`opac.login.shib_sso.allow_native`)
615 * Allow renewal request if renewal recipient privileges have expired (`circ.renew.expired_patron_allow`)
616 * Enable Holdings Sort by Geographic Proximity ('opac.holdings_sort_by_geographic_proximity`)
617 * Enable Shibboleth SSO for the OPAC (`opac.login.shib_sso.enable`)
618 * Evergreen SSO matchpoint (`opac.login.shib_sso.evergreen_matchpoint`)
619 * Geographic Location Service to use for Addresses (`opac.geographic_location_service_for_address`)
620 * Keyboard distance score weighting in OPAC spelling suggestions (`search.symspell.keyboard_distance.weight`)
621 * Log out of the Shibboleth IdP (`opac.login.shib_sso.logout`)
622 * Minimum required uses of a spelling suggestions that may be offered (`search.symspell.min_suggestion_use_threshold`)
623 * Pg_trgm score weighting in OPAC spelling suggestions (`search.symspell.pg_trgm.weight`)
624 * Randomize group hold order (`holds.subscription.randomize`)
625 * Shibboleth SSO Entity ID (`opac.login.shib_sso.entityId`)
626 * Shibboleth SSO matchpoint (`opac.login.shib_sso.shib_matchpoint`)
627 * Show Geographic Proximity in Miles (`opac.geographic_proximity_in_miles`)
628 * Soundex score weighting in OPAC spelling suggestions (`search.symspell.soundex.weight`)
630 ===== New Stock Action/Trigger Event Definitions =====
632 * Hold Group Hold Placed for Patron Email Notification
637 ==== Administration ====
641 ===== Single Sign On (Shibboleth) Public Catalog integration =====
643 The Evergreen OPAC can now be used as a Service Provider (SP) in a
644 Single Sign On infrastructure. This allows system administrators to
645 connect the Evergreen OPAC to an identity provider (IdP). Such a scenario
646 offers significant usability improvements to patrons:
648 * They can use the same, IdP-provided login screen and credentials that they
649 use for other applications (SPs).
650 * If they have already logged into another participating application, when
651 they arrive at the Evergreen OPAC, they can be logged in without needing to
652 enter any credentials at all.
653 * Evergreen can be configured to offer a Single Sign-out service, where
654 logging out of the Evergreen OPAC will also log the user out of all other SPs.
656 It can also offer security benefits, if it enables a Shibboleth-enabled
657 Evergreen installation to move away from insecure autogenerated user passwords
658 (e.g. year of birth or last four digits of a phone number).
660 Different Org Units can use different IdPs. This development also supports a
661 mix of Shibboleth and non-Shibboleth libraries.
663 Note that only the OPAC can be integrated with Shibboleth at this time; no such
664 support exists for the staff client, self-check, etc.
666 Also note that this development does not include automatic provisioning of
667 accounts. At this time, matching accounts must already exist in Evergreen
668 for a patron to successfully authenticate into the OPAC via Single Sign On.
670 ====== Installation ======
672 Installing and configuring Shibboleth support is a complex project. In
673 broad strokes, the process includes:
675 . Installing Shibboleth and the Shibboleth Apache module (`apt install libapache2-mod-shib2` on Debian and Ubuntu)
676 . Configuring Shibboleth, including:
677 * Setting up a certificate
678 * assigning an Entity ID
679 * getting metadata about the IdP from the IdP (perhaps "locally maintained
680 metadata", where an XML file from the IdP is copied into place on your
682 * Understanding what attributes the IdP will provide about your users,
683 and describing them in the `attribute-map.xml` file.
684 . Providing your Entity ID, information about possible bindings, and any
685 other requested information to the IdP administrator. Much of this information
686 will be available at http://YOUR_EVERGREEN_DOMAIN/Shibboleth.sso/Metadata
687 . Configuring Apache, including:
688 * Enabling Shibboleth authentication in the `eg_vhost.conf` file
689 * (Optional) Using the new _sso_loc_ Apache variable to identify
690 which org unit should be used as the context location when fetching
691 Shibboleth-related library settings.
692 . As a user with the new `SSO_ADMIN` permission, configure Evergreen using
693 the Library Settings Editor, including:
694 * Enable Shibboleth SSO for the OPAC
695 * (Optional) Configure whether you will use SSO exclusively, or offer
696 patrons a choice between SSO and standard Evergreen authentication
697 * (Optional) Configure whether or not you will use Single Log Out
698 * (Optional) In scenarios where a single Evergreen installation is
699 connected to multiple IdPs, assign org units to the relevant IdPs,
700 referenced by the IdP's Entity Id.
701 * Of the attributes defined in `attribute-map.xml`, configure which one
702 should be used to match users in the Evergreen database. This defaults
704 * For the attribute you chose in the previous step, configure which
705 Evergreen field it should match against. Options are usrname (default),
708 This https://www.youtube.com/watch?v=SvppXbpv-5k[video on the SAML protocol] can
709 be very helpful for introducing the basic concepts used in the installation and
710 configuration processes.
713 ==== Architecture ====
716 ===== Block Login of Expired Staff Accounts =====
718 Evergreen now has the ability to prevent staff users whose
719 accounts have expired from logging in. This is controlled
720 by the new global flag "auth.block_expired_staff_login", which
721 is not enabled by default. If that flag is turned on, accounts
722 that have the `STAFF_LOGIN` permission and whose expiration date
723 is in the past are prevented from logging into any Evergreen
724 interface, including the staff client, the public catalog, and SIP2.
726 It should be noted that ordinary patrons are allowed to log into
727 the public catalog if their circulation privileges have expired. This
728 feature prevents expired staff users from logging into the public catalog
729 (and all other Evergreen interfaces and APIs) outright in order to
730 prevent them from getting into the staff interface anyway by
731 creative use of Evergreen's authentication APIs.
733 Evergreen admins are advised to check the expiration status of staff
734 accounts before turning on the global flag, as otherwise it is
735 possible to lock staff users out unexpectedly. The following SQL
736 query will identify expired but otherwise un-deleted users that
737 would be blocked by turning on the flag:
741 SELECT DISTINCT usrname, expire_date
742 FROM actor.usr au, permission.usr_has_perm_at_all(id, 'STAFF_LOGIN')
746 AND expire_date < NOW()
749 Note that this query can take a long time to run in large databases
750 given the general way that it checks for users that have the
751 `STAFF_LOGIN` permission. Replacing the use of
752 `permission.usr_has_perm_at_all()` with a query on expired users
753 with profiles known to have the `STAFF_LOGIN` permission will
759 ===== Migration From GIST to GIN Indexes for Full Text Search =====
761 Evergreen now uses GIN indexes for full text search in PostgreSQL.
762 GIN indexes offer better performance than GIST. For more information
763 on the differences in the two index types, please refer to the
764 https://www.postgresql.org/docs/current/textsearch-indexes.html[PostgreSQL
767 An upgrade script is provided as part of this migration. If you
768 upgrade normally from a previous release of Evergreen, this upgrade
769 script should run as part of the upgrade process. The migration
770 script recommends that you run a `VACUUM ANALYZE` in PostgreSQL on the
771 tables that had the indexes changed. The migration process does not
772 do this for you, so you should do it as soon as is convenient after
775 ====== Updating Your Own Indexes ======
777 If you have added your own full text indexes of type GIST, and you
778 wish to migrate them to GIN, you may do so. The following query, when
779 run in your Evergreen databsase after the migration from GIST to GIN,
780 will identify the remaining GIST indexes in your database:
783 ----------------------------------------
784 SELECT schemaname, indexname
786 WHERE indexdef ~* 'gist';
787 ----------------------------------------
789 If the above query produces output, you can run the next query to
790 output a SQL script to migrate the remaining indexes from GIST to GIN:
793 ----------------------------------------
794 SELECT 'DROP INDEX ' || schemaname || '.' || indexname || E';\n' ||
795 REGEXP_REPLACE(indexdef, 'gist', 'gin', 'i') || E';\n' ||
796 'VACUUM ANAlYZE ' || schemaname || '.' || tablename || ';'
798 WHERE indexdef ~* 'gist';
799 ----------------------------------------
804 ===== Removal of Custom Dojo Build =====
807 https://wiki.evergreen-ils.org/doku.php?id=scratchpad:random_magic_spells#custom_dojo_build[method
808 of making a custom build of the Dojo JavaScript library]. Following
809 this procedure could improve the load times for the OPAC and other
810 interfaces that use Dojo. However, very few sites took advantage of
811 this process or even knew of its existence.
813 As a part of the process, an `openils_dojo.js` file was built and
814 installed along with the other Dojo files. Evergreen had many
815 references to load this optional file. For the majority of sites that
816 did not use this custom Dojo process, this file did not exist.
817 Browsers would spend time and resources requesting this nonexistent
818 file. This situation also contributed noise to the Apache logs with
819 the 404 errors from these requests.
821 In keeping with the goal of eliminating Dojo from Evergreen, all
822 references to `openils_dojo.js` have been removed from the OPAC and
823 other files. The profile script required to make the custom Dojo
824 build has also been removed.
830 ====== Cataloging ======
834 ===== Czech language records in sample data =====
836 This release adds 7 Czech-language MARC records to the
837 sample data set (also known as Concerto data set).
843 ===== Publisher Catalog Display Includes 264 Tag =====
845 Publisher values are now extracted for display from tags 260 OR 264.
847 ====== Upgrade Notes ======
849 A partial reingest is required to extract the new publisher data for display.
850 This query may be long-running.
853 --------------------------------------------------------------------------
854 WITH affected_bibs AS (
855 SELECT DISTINCT(bre.id) AS id
856 FROM biblio.record_entry bre
857 JOIN metabib.real_full_rec mrfr
858 ON (mrfr.record = bre.id AND mrfr.tag = '264')
859 WHERE NOT bre.deleted
861 SELECT metabib.reingest_metabib_field_entries(id, TRUE, FALSE, TRUE, TRUE)
863 --------------------------------------------------------------------------
869 ==== Circulation ====
873 ===== Hold Groups =====
875 This feature allows staff to add multiple users to a named hold group
876 bucket and place title-level holds for a record for that entire set of users.
877 Users can be added to such a hold group bucket from either the patron
878 search result interface, via the Add to Bucket dropdown, or through a dedicated
879 Hold Group interface available from the Circulation menu. Adding new
880 patrons to a hold group bucket will require staff have the PLACE_HOLD
883 Holds can be placed for the users in a hold group bucket either directly from
884 the normal staff-place hold interface in the embedded OPAC, or by supplying the
885 record ID within the hold group bucket interface. In the latter case, the
886 list of users for which a hold was attempted but failed to be placed can be
887 downloaded by staff in order to address any placement issues. Placing a
888 hold group bucket hold will requires staff have the MANAGE_HOLD_GROUPS
889 permission, which is new with this development.
891 In the event of a mistaken hold group hold, staff with the MANAGE_HOLD_GROUPS
892 permission will have the ability to cancel all unfulfilled holds created as
893 part of a hold group event.
895 A link to the title's hold interface is available from the list of hold group
896 events in the dedicated hold group interface.
901 ===== Scan Item as Missing Pieces Angular Port =====
903 The 'Scan Item As Missing Pieces' interface is now an Angular interface.
904 The functionality is the same, but the interface displays more details
905 on the item in question (title/author/callnum) before proceeding with the
906 missing pieces process.
911 ===== Opt-In Setting for Overdue and Predue Emails =====
913 The "Receive Overdue and Courtesy Emails" user setting permits users to
914 control whether they receive email notifications about overdue items.
916 To use the setting, modify any action trigger event definitions which
917 send emails about overdue items, setting the "Opt In Setting" to
918 "circ.default_overdue_notices_enabled" and the "User Field" to "usr".
919 You can accomplish this by running the following query in your database:
922 UPDATE action_trigger.event_definition
923 SET opt_in_setting = 'circ.default_overdue_notices_enabled',
925 WHERE opt_in_setting IS NULL
926 AND hook = 'checkout.due'
927 AND reactor = 'SendEmail';
930 Once this is done, the patron registration screen in the staff client
931 will show a "Receive Overdue and Courtesy Emails" checkbox, which will
932 be checked by default. To ensure that existing patrons continue to
933 recieve email notifications, you will need to add the user setting to
934 their accounts, which you can do by running the following query in your
938 INSERT INTO actor.usr_setting (usr, name, value)
941 'circ.default_overdue_notices_enabled',
951 ===== Allow Circulation Renewal for Expired Patrons =====
953 The "Allow renewal request if renewal recipient privileges have
954 expired" organizational unit setting can be set to true to permit
955 expired patrons to renew circulations. Allowing renewals for expired
956 patrons reduces the number of auto-renewal failures and assumes that a
957 patron with items out eligible for renewals has not been expired for
958 very long and that such patrons are likely to renew their privileges
961 The setting is referenced based on the current circulation library for
962 the renewal. It takes into account the global flags for "Circ: Use
963 original circulation library on desk renewal instead of the
964 workstation library" and "Circ: Use original circulation library on
965 opac renewal instead of user home library."
974 ===== Consistent Ordering for Carousels =====
976 Carousel ordering is now stable and predictable:
978 * Newly Cataloged Item and Newest Items by Shelving Location carousels are ordered from most recently cataloged to least recently cataloged.
979 * Recently Returned Item carousels is ordered is from most recently returned to least recently returned.
980 * Top Circulated Items carousels is ordered is from most circulated to least circulated.
981 * Manual carousels (as of now, without the ability to adjust the position of items) are in the order they are added to the backing bucket.
982 ** Emptying and refilling the bucket allows reordering.
987 ===== Default Public Catalog to the Bootstrap Skin =====
989 The public catalog now defaults to the Bootstrap skin rather than the
992 Bootstrap is now the default in order to encourage more testing, but
993 users should be aware of the following
994 https://bugs.launchpad.net/evergreen/+bugs?field.tag=bootstrap-blocker[issues];
995 certain specific functionality is available only in the TPAC skin.
997 The TPAC skin remains available for use, but current Evergreen users
998 should start actively considering migrating to the Bootstrap skin.
1000 In order to continue to use the TPAC skin, comment out the following
1001 line in `eg_vhost.conf`
1005 PerlAddVar OILSWebTemplatePath "@localstatedir@/templates-bootstrap" # Comment this line out to use the legacy TPAC
1010 ===== Did You Mean? Single word search suggestions =====
1012 This feature is the first in the series to add native search suggestions
1013 to the Evergreen search logic. A significant portion of the code is
1014 dedicated to infrastructure that will be used in later enhancements to
1017 ====== Overview ======
1019 When searching the public or staff catalog in a single search class (title,
1020 author, subject, series, identifier, or keyword) with a single search term
1021 users can be presented with alternate search terms. Depending on how the
1022 instance has been configured, suggestions may be provided for only
1023 misspelled words (as defined by existence in the bibliographic corpus),
1024 terms that are spelled properly but occur very few times, or on every
1027 ====== Settings ======
1029 The following new library settings control the behavior of the suggestions:
1031 * Maximum search result count at which spelling suggestions may be offered
1032 * Minimum required uses of a spelling suggestions that may be offered
1033 * Maximum number of spelling suggestions that may be offered
1034 * Pg_trgm score weighting in OPAC spelling suggestions
1035 * Soundex score weighting in OPAC spelling suggestions
1036 * QWERTY Keyboard similarity score weighting in OPAC spelling suggestions
1038 There are also two new internal flags:
1040 * symspell.prefix_length
1041 * symspell.max_edit_distance
1043 ====== Upgrading ======
1045 This feature requires the addition of new Perl module dependencies. Please
1046 run the app server and database server dependency Makefiles before applying
1047 the database and code updates.
1049 At the end of the database upgrade script, the administrator is presented
1050 with a set of instructions necessary to precompute the suggestion
1051 dictionary based on the current bibliographic database. The first half
1052 of this procedure can be started even before the upgrade begins, as soon
1053 as the Evergreen database is no longer accessible to users that might
1054 cause changes to bibliographic records. For very large instances, this
1055 dictionary generation can take several hours and needs to be run on a
1056 server with significant RAM and CPU resources. Please look at the upgrade
1057 script before beginning an upgrade and plan this dictionary creation as
1058 part of the overall upgrade procedure.
1060 Given a server, such as a database server with 64G of RAM, you should
1061 be able to run all six of the shell commands in parallel in screen
1062 sessions or with a tool such as GNU parallel.
1064 These commands invoke a script that will generate a class-specific sub-set
1065 of the dictionary, and can be used to recreate the dictionary if
1066 necessary in the future.
1071 ===== Sort Holdings by Geographical Proximity =====
1073 This functionality integrates 3rd party geographic lookup services to allow patrons
1074 to enter an address on the record details page in the OPAC and sort the holdings
1075 for that record based on proximity of their circulating libraries to the entered
1076 address. To support this, latitude and longitude coordinates may be associated with
1077 each org unit. Care is given to not log or leak patron provided addresses or the
1078 context in which they are used.
1080 Requires the following Perl modules: `Geo::Coder::Free`, `Geo::Coder::Google`, and `Geo::Coder::OSM`
1082 Configuration instructions:
1084 . Register an account with a third party geographic location service and copy the API Key.
1085 . Configure the Geographic Location Service (Server Administration > Geographic Location Service > New Geographic Location Service).
1086 . Enable Global Flag by navigating to Server Administration → Global Flags and locating the `opac.use_geolocation` flag. (Any entry in the Value field will be ignored.)
1087 . Enable Library Setting: Enable Holdings Sort by Geographic Proximity (set to True).
1088 . Enable Library Setting: Geographic Location Service to use for Addresses (use the value from the Name field entered in the Geographic Location Services Configuration entry).
1089 . Enable Library Setting: Show Geographic Proximity in Miles (if not set, it will default to kilometers).
1090 . Set the geographic coordinates for each location by navigating to Server Administration > Organizational Units. Select the org unit, switch to the Physical Address subtab and either manually enter Latitude and Longitude values or use the Get Coordinate button.
1092 Two new permissions, VIEW_GEOLOCATION_SERVICES and ADMIN_GEOLOCATION_SERVICES, control viewing and editing values in the Geolocation Location Services interface. They are added to the System Administrator and Global Administrator permissions groups by default.
1095 ===== Library Groups =====
1097 The Library Groups search feature revives a longstanding internal
1098 concept in Evergreen called "Lassos," which allows an administrator
1099 to define a group of organizational units for searching outside of
1100 the standard organizational unit hierarchy.
1102 Use case examples include creating a group of law or science
1103 libraries within a university consortium, or grouping all school
1104 libraries together within a mixed school/public library consortium.
1106 Searches can be restricted to a particular Library Group from the
1107 library selector in the public catalog basic search page and from
1108 the new "Where" selector on the advanced search page.
1110 Restricting catalog searches by Library Group is available only
1111 in the public catalog and "traditional" staff catalog; it is not
1112 available in the Angular staff catalog.
1114 This feature adds a new permission, `ADMIN_LIBRARY_GROUPS`, that
1115 allows updating Library Groups and Library Group Maps. This permission
1116 is not associated with any profiles by default, and replaces
1117 the `CREATE_LASSO`, `UPDATE_LASSO`, and `DELETE_LASSO` permissions.
1119 To define new library groups, use the Server Administration Library
1120 Groups and Library Group Maps pages. An autogen and a reload of
1121 Apache should be performed after making changes to Library Groups.
1124 ===== Easier Styling of Public Catalog Logo and Cart Images =====
1126 Evergreen now has IDs associated with logos and cart images in the TPAC and Bootstrap OPACs to aid in customization. Images are as follows:
1128 * small Evergreen logo in navigation bar is 'topnav_logo_image'
1129 * the large Evergreen logo in the center of the splash page of the TPAC is 'homesearch_main_logo_image'
1130 * the cart icon is 'cart_icon_image'
1131 * the small logo in the footer is 'footer_logo_image'
1133 The Bootstrap OPAC does not have a homesearch logo icon as it is added in the background by CSS and can be directly styled through the CSS.
1138 ===== Easier TPAC Customization via colors.tt2 =====
1140 Twelve new colors for TPAC have been added to the colors.tt2 file as well as
1141 having corresponding changes to the style.css.tt2 file. These use
1142 descriptive rather than abstract names. These changes help avoid
1143 situations were unreadable values are placed on top of each other
1144 and where different values are wanted for elements that only refernece
1145 a single color previously. Guidelines are below for setting values that
1146 correspond to the previous values used in the colors.tt2 file.
1147 For more diverse customizations the OPAC should be reviewed before
1150 * 'footer' is used for the background color of the footer. It replaces the
1152 * 'footer_text' sets the text color in the footer and replaces 'text_invert'
1153 * 'header' sets the background of the header and replaces 'primary_fade'
1154 * 'header_text' sets the color of text in the header and replaces 'text_invert'
1155 * 'header_links_bar' sets the background of the links bar that separates the
1156 header on the front page of the opac and replaces 'background_invert'
1157 * 'header_links_text' sets the text on the links bar and replaces 'text_invert'
1158 * 'header_links_text_hover' set the hover text color on the links bar and
1160 * 'opac_button' sets the background color of the My Opac button and replaces
1162 * 'opac_button_text' explicitly sets the text color on the My Opac button
1163 * 'opac_button_hover' sets the background color of the My Opac button when the
1164 mouse is hovering over it and replaces 'primary'
1165 * 'opac_button_hover_text' sets the text color of the My Opac button when the
1166 mouse is hovering over it and replaces 'text invert'
1168 Note that is patch is primarily meant for users who wish to continue
1169 using TPAC rather than the Bootstrap skin for a while; new Evergreen
1170 users are advised to use the now-default Bootstrap skin.
1174 ===== Configurable Read More Accordion for OPAC Search and Record View (TPAC) =====
1176 ====== Read More Button ======
1178 Public catalog record fields (in the TPAC skin only) now truncate
1179 themselves based on a configurable amount of characters. The full
1180 field may be displayed upon hitting a (Read More) link, which will
1181 then toggle into a (Read Less) link to re-truncate the field.
1183 ====== Configuration ======
1185 `Open-ILS/src/templates/opac/parts/config.tt2` contains two new
1186 configuration variables:
1189 * `truncate_contents` (default: 1)
1190 * `contents_truncate_length` (default: 50).
1192 Setting `truncate_contents` to 0 will disable the read more
1193 functionality. The variable `contents_truncate_length` corresponds
1194 to the amount of characters to display before truncating the text.
1195 If `contents_truncate_length` is removed, it will default to 100.
1197 Additional configuration for note fields can be made in
1198 `Open-ILS/src/templates/opac/parts/record/contents.tt2`, allowing a
1199 `trunc_length` variable for each individual type of note, which will
1200 override `contents_truncate_length` for that specific
1204 ====== Adding Read More Functionality to further fields ======
1206 To add Read More functionality to any additional fields, you may use
1207 the macro `accordion()`, defined in `misc_util.tt2`. It can take three
1208 variables: `str`, `trunc_length`, and `element`. `str` corresponds to
1209 the string you want to apply it to, `trunc_length` (optional) will
1210 override `contents_truncate_length` if supplied, and `element`
1211 (optional) provides an alternative HTML element to look at for the
1212 truncation process (useful in situations such as the Authors and Cast
1213 fields, where each field is processed individually, but needs to be
1214 treated as a single field).
1222 ===== Reports Scheduler Improvements =====
1224 Previously, the reports scheduler allowed duplicated reports
1225 under certain circumstances. A uniqueness constraint now
1226 disallows this without adversely affecting the reports process.
1230 ==== Miscellaneous ====
1232 * The 'Create Reservation' form in the Booking module now includes
1233 an option to search for the patron by attributes other than just
1234 their barcode. (https://bugs.launchpad.net/evergreen/+bug/1816655[Bug 1816655])
1235 * The form to add a user to a Course now includes an option to search
1236 for the patron by attributes other than just their barcode. (https://bugs.launchpad.net/evergreen/+bug/1907921[Bug 1907921])
1237 * For consistency with the menu action Cataloging => Retrieve Record by
1238 TCN Value, the staff catalog Numeric Search => TCN search now includes
1239 deleted bib records. (https://bugs.launchpad.net/evergreen/+bug/1881650[Bug 1881650])
1240 * Add a new command-line script, `overdrive-api-checker.pl`, for testing
1241 the OverDrive API. (https://bugs.launchpad.net/evergreen/+bug/1696825[Bug 1696825])
1242 * The Shelving Location Groups editor is ported to Angular. (https://bugs.launchpad.net/evergreen/+bug/1852321[Bug 1852321])
1243 * The staff catalog now has the ability to add all search results (up to
1244 1,000 titles) to the basket in one fell swoop. (https://bugs.launchpad.net/evergreen/+bug/1885179[Bug 1885179])
1245 * Add 'All Videos' as a search format. (https://bugs.launchpad.net/evergreen/+bug/1917826[Bug 1917826])
1246 * Server-side print templates can now have print contexts set. (https://bugs.launchpad.net/evergreen/+bug/1891550[Bug 1891550])
1247 * Add ability to set the print context for a print template to "No-Print"
1248 to specify, well, that a given receipt should never be printed. (https://bugs.launchpad.net/evergreen/+bug/1891550[Bug 1891550])
1249 * Add Check Number as an available column to the Bill History grids. (https://bugs.launchpad.net/evergreen/+bug/1705693[Bug 1705693])
1250 * Adds a new control to the item table in the TPAC public catalog only to
1251 specify that only items that are available should be displayed. (https://bugs.launchpad.net/evergreen/+bug/1853006[Bug 1853006])
1252 * Adds warning before deleting bib records with holds (https://bugs.launchpad.net/evergreen/+bug/1398107[Bug 1398107])
1253 * Library scope on (Angular) Administration pages now defaults to workstation location rather than consortium (https://bugs.launchpad.net/evergreen/+bug/1873322[Bug 173322])
1254 * Pending users now set last four digits of phone number as password when library setting is enabled (https://bugs.launchpad.net/evergreen/+bug/1887852[Bug 1887852])
1256 === Acknowledgments ===
1258 The Evergreen project would like to acknowledge the following
1259 organizations that commissioned developments in this release of
1262 * BC Libraries Cooperative
1263 * Community Library (Sunbury)
1264 * Consortium of Ohio Libraries (COOL)
1265 * Evergreen Community Development Initiative
1268 * Linn-Benton Community College
1269 * Pennsylvania Integrated Library System (PaILS)
1272 We would also like to thank the following individuals who contributed
1273 code, translations, documentation, patches, and tests to this release of
1281 * Andrea Buntz Neiman
1293 * Blake Graham-Henderson
1294 * Katie Greenleaf Martin
1302 * Chauncey Montgomery
1317 We also thank the following organizations whose employees contributed
1320 * BC Libraries Cooperative
1324 * Equinox Open Library Initiative
1325 * Georgia Public Library Service
1326 * Kenton County Public Library
1327 * King County Library System
1328 * Linn-Benton Community College
1331 * Westchester Library System
1333 We regret any omissions. If a contributor has been inadvertently
1334 missed, please open a bug at http://bugs.launchpad.net/evergreen/