From acc168fe5d627a680e7af146850c1ebb86a3e6c5 Mon Sep 17 00:00:00 2001 From: Galen Charlton Date: Wed, 30 Sep 2020 15:05:25 -0400 Subject: [PATCH] clean up RELEASE_NOTES_NEXT upon branching of rel_3_6 Signed-off-by: Galen Charlton --- .../API/draw_field_label_improvements.adoc | 10 -- .../Angular_Acquisitions_Search.adoc | 47 ---------- .../Angular_Providers_Interface.adoc | 33 ------- ...utorenewal_action_trigger_result_code.adoc | 11 --- .../Administration/ezproxy.adoc | 30 ------ .../Administration/lp1517298_matomo.adoc | 23 ----- .../Administration/patronapi.adoc | 33 ------- .../Administration/preloaded_audio.adoc | 20 ---- .../Architecture/Antora_Documentation.adoc | 11 --- .../action-trigger-http-reactor.adoc | 65 ------------- .../Cataloging/blank_tcn_source.adoc | 15 --- .../Cataloging/manage-auths-ang.adoc | 7 -- .../Cataloging/marcbatch-ang-port.adoc | 3 - .../Cataloging/preloaded_audio.adoc | 8 -- .../Circulation/Curbside_Pickup.adoc | 92 ------------------- .../Circulation/angular-booking-capture.adoc | 13 --- .../autorenewnotify-renewal-field.adoc | 16 ---- .../Circulation/course_materials_module.adoc | 59 ------------ .../Circulation/hopeless-holds.adoc | 13 --- .../Circulation/in_house_use_workstation.adoc | 7 -- .../Circulation/purge_usr_pref_names.adoc | 30 ------ .../Circulation/test_notification_method.adoc | 12 --- .../Client/ang-catalog-more-hold-types.adoc | 13 --- .../Client/ang-staff-default.adoc | 17 ---- .../Client/ang-staff-shared-bucket.adoc | 6 -- ...ced_Public_Catalog_Printing_and_Email.adoc | 34 ------- .../OPAC/bootstrap-opac.adoc | 34 ------- docs/RELEASE_NOTES_NEXT/OPAC/stripe-v3.adoc | 11 --- .../Reports/change_aacs_label.adoc | 13 --- .../Reports/report_subtotals.adoc | 23 ----- .../SIP/allow_usrname_in_patron_id.adoc | 22 ----- 31 files changed, 731 deletions(-) delete mode 100644 docs/RELEASE_NOTES_NEXT/API/draw_field_label_improvements.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Search.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Providers_Interface.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Administration/autorenewal_action_trigger_result_code.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Administration/ezproxy.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Administration/lp1517298_matomo.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Administration/patronapi.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Administration/preloaded_audio.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Architecture/Antora_Documentation.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Architecture/action-trigger-http-reactor.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Cataloging/blank_tcn_source.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Cataloging/manage-auths-ang.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Cataloging/marcbatch-ang-port.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Cataloging/preloaded_audio.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/Curbside_Pickup.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/angular-booking-capture.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/autorenewnotify-renewal-field.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/course_materials_module.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/hopeless-holds.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/in_house_use_workstation.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/purge_usr_pref_names.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/test_notification_method.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Client/ang-catalog-more-hold-types.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Client/ang-staff-default.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Client/ang-staff-shared-bucket.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/OPAC/Enhanced_Public_Catalog_Printing_and_Email.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/OPAC/bootstrap-opac.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/OPAC/stripe-v3.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Reports/change_aacs_label.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/Reports/report_subtotals.adoc delete mode 100644 docs/RELEASE_NOTES_NEXT/SIP/allow_usrname_in_patron_id.adoc diff --git a/docs/RELEASE_NOTES_NEXT/API/draw_field_label_improvements.adoc b/docs/RELEASE_NOTES_NEXT/API/draw_field_label_improvements.adoc deleted file mode 100644 index 10eefcd48f..0000000000 --- a/docs/RELEASE_NOTES_NEXT/API/draw_field_label_improvements.adoc +++ /dev/null @@ -1,10 +0,0 @@ -Override Label for draw_field_label Patron Edit Fields -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -Evergreen developers may now specify a label for fields in -the patron registration/patron edit form (generated by -the draw_field_label macro). By default, -draw_field_label uses the label of supplied IDL field class. -Now a developer may supply an additional third parameter, -label_override, which overrides the default IDL-based label. -This would typically be done in the course of customizing -the web staff client template `circ/patron/t_edit.tt2`. diff --git a/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Search.adoc b/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Search.adoc deleted file mode 100644 index 120ee1f74c..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Acquisitions_Search.adoc +++ /dev/null @@ -1,47 +0,0 @@ -Angular Acquisitions Search -^^^^^^^^^^^^^^^^^^^^^^^^^^^ -The acquisitions search interfaces are now written in Angular -and provide a new centralized place for searching Line Items, -Purchase Orders, Invoices, and Selection Lists in the Acquisitions -module of Evergreen. The Acquisitions Search interface can be accessed -under Acquisitions -> General Search. - -The search interface has four tabs for line item search, purchase order -search, invoices search, and selection list search. Each tab -offers a search form allowing the user to select one or more -fields to search on. Each search tab stores a separate default search -that the user can update; for example, a user could have their -line item search default to showing all on-order line items from -a particular provider. - -The grid that displays search results in each tab is filterable. - -The line items and PO search interfaces allow the user to navigate to -linked POs, invoices, and so forth, but offers no direct actions. The -invoices search tab includes a 'Print Selected Invoices' action, -while the selection lists search tab offers actions to create, -clone, delete, and merge selection lists. - -The Angular search page contains a link to the legacy Dojo search -interface if needed. The Dojo interface will be removed in a future -release of Evergreen. - -The Angular search interface offers various usability improvements -over the Dojo one, including: - -* only the search operators that are relevant for a given field - are displayed. -* search fields that are associated with controlled vocabularies - will display drop-downs on the search form. -* results are sortable -* the line item and PO state fields have been relabeled to "Status" -* greater than and less than are now available as search operators -* publication date searches are more flexible - -Adjustments to Stock Permissions -++++++++++++++++++++++++++++++++ -As part of this feature, the stock permissions for the Acquisitions -and Acquisitions Administrator profiles have been expanded. In -particular, the Acquisitions Administrator profile can now be -more readily used to perform normal acquisitions work in addition -to configuring the acquisitions module. diff --git a/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Providers_Interface.adoc b/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Providers_Interface.adoc deleted file mode 100644 index 12522458b4..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Acquisitions/Angular_Providers_Interface.adoc +++ /dev/null @@ -1,33 +0,0 @@ -Angular Providers Interface -^^^^^^^^^^^^^^^^^^^^^^^^^^^ -The interfaces for searching for and managing acquisitions provider -records have been rewritten in Angular. This rewrite includes the -following significant changes: - -* The provider search interface is now available directly from the - Acquisitions menu, supplementing its longstanding availability from - the Acquisitions Administration page. -* The search interface is modeled after the patron interface, including - a search form that can be hidden or displayed, a provider summary box, - and a multi-tabbed interface for managing the provider itself. -* The grid displaying search results is filterable and sortable. -* The provider display tabs are - ** Details, allowing the user to view, and if permitted, edit - the base provider record. - ** Addresses - ** Contacts - ** Attribute Definitions - ** Holdings Definitions - ** EDI - ** Invoices, providing an interface for viewing the invoices - associated with the provider. - ** POs, providing an interface for viewing the purchase orders - associated with the provider. -* The new interface makes it possible to edit contact addresses. -* The base provider record now has an optional primary contact field. - Selecting a contact as the primary one is managed on the Contacts - tab. The primary contact, if set, is displayed on the provider - summary box. - -Interfaces that used to link to the Dojo provider interface now link -to the Angular one instead. diff --git a/docs/RELEASE_NOTES_NEXT/Administration/autorenewal_action_trigger_result_code.adoc b/docs/RELEASE_NOTES_NEXT/Administration/autorenewal_action_trigger_result_code.adoc deleted file mode 100644 index 04fe16480c..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Administration/autorenewal_action_trigger_result_code.adoc +++ /dev/null @@ -1,11 +0,0 @@ -Changes to Autorenewal Action/Trigger Failure Reasons -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -Previously the "reason" field in the userdata for an Autorenewal -event would contain both the failure code and the description for -the failure event as a single string such as -"MAX_RENEWALS_REACHED : Circulation has no more renewals remaining" -Now the "reason" field will only contain the description of the issue -(Circulation has ...) while a new "textcode" field will contain the -event code (MAX_RENEWALS_REACHED) if administrators still want to -display it in template outputs. - diff --git a/docs/RELEASE_NOTES_NEXT/Administration/ezproxy.adoc b/docs/RELEASE_NOTES_NEXT/Administration/ezproxy.adoc deleted file mode 100644 index 09253c7e96..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Administration/ezproxy.adoc +++ /dev/null @@ -1,30 +0,0 @@ -EZProxy authentication -^^^^^^^^^^^^^^^^^^^^^^ - -Evergreen can now provide CGI authentication for EZProxy. -To enable this, you will need to: - -. Add a new User Activity Type to Evergreen for EZProxy CGI authentications. -. Add a new Remote Authentication Profile to Evergreen. You will probably want -to use `EZProxyCGI` as the name. -. Edit the `` stanza in Evergreen's eg_vhost configuration -file. In particular, you will need to allow access to from your EZProxy server, -fill in the base uri of your EZProxy server, and add a secret to the -_OILSRemoteAuthEZProxySecret_ variable. -. Restart Apache. -. Edit the EZProxy user.txt file. You will likely want to add a stanza such -as the following: - -.Sample user.txt stanza ----- -::CGI=http://your-evergreen-catalog.com/api/ezproxy?url=^R -::Ticket -MD5 -Expired; Deny expiredticket.htm -/Ticket ----- - -When this feature is enabled, users will see an Evergreen-based login screen. -You may customize the look and feel of this login screen by editing the relevant -template toolkit files. - diff --git a/docs/RELEASE_NOTES_NEXT/Administration/lp1517298_matomo.adoc b/docs/RELEASE_NOTES_NEXT/Administration/lp1517298_matomo.adoc deleted file mode 100644 index 2f947dbce4..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Administration/lp1517298_matomo.adoc +++ /dev/null @@ -1,23 +0,0 @@ -Matomo Support -^^^^^^^^^^^^^^ - -Support for the open source web analytics platform Matomo is now -native to Evergreen. Support is on an org unit level so different -libraries can have separate or no analytics. Once you setup -a Matomo service you will need the URL and site ID. Typically -Matomo will give you a block of javascript you can insert into -web sites. One line will look like : - -var u="http://mylibrary.lib/matomo/"; - -The full URL in the double quotes will be your URL. Another line -will look like: - -_paq.push(['setSiteId', '1']); - -In this case the number 1 will be your site ID. - -These are set by YOAUSes opac.analytics.matomo_url and -opac.analytics.matomo_id respectively. A new permsision, -MATOMO_UPDATE_SETTINGS, controls access to these. - diff --git a/docs/RELEASE_NOTES_NEXT/Administration/patronapi.adoc b/docs/RELEASE_NOTES_NEXT/Administration/patronapi.adoc deleted file mode 100644 index 9da1673255..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Administration/patronapi.adoc +++ /dev/null @@ -1,33 +0,0 @@ -"PatronAPI" authentication -^^^^^^^^^^^^^^^^^^^^^^^^^^ -Evergreen now supports the III "PatronAPI" scheme for authenticating -patrons and supplying some information about them. - -To enable this, you will need to: - -. Add a new User Activity Type to Evergreen for PatronAPI authentications. -. Add a new Remote Authentication Profile to Evergreen. You will probably want -to use `PatronAPI` as the name. -. Edit the `` stanza in Evergreen's eg_vhost configuration -file. In particular, you will need to allow access to it from the server(s) -wanting to make PatronAPI requests, determine whether to enable the PatronAPI -"dump" feature, and specify whether users can be identified by username -or barcode. -. Restart Apache. -. Update the PatronAPI client to use https://your.evergreen.server/api/patronapi - as its base URL. - -Example PatronAPI URLs look something like this: - -.PatronAPI URLs ----- -# test a patron's PIN: -https://evergreen.example.org/api/patronapi/USERNAME/PASSWORD/pintest - -# dump some information about the patron. Note that this -# does _not_ require the the patron's password be supplied. -https://evergreen.example.org/api/patronapi/USERNAME/dump ----- - -The responses for the `pintest` and `dump` actions are specified by -Template Toolkit templates under (e.g.) `/openils/var/templates/remoteauth`. diff --git a/docs/RELEASE_NOTES_NEXT/Administration/preloaded_audio.adoc b/docs/RELEASE_NOTES_NEXT/Administration/preloaded_audio.adoc deleted file mode 100644 index a56bef5364..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Administration/preloaded_audio.adoc +++ /dev/null @@ -1,20 +0,0 @@ -Preloaded Audio Icon and Search Format -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -A new search and icon format called Preloaded Audio now exists -that overlaps with the eAudio format. If you want to exclude -the Preloaded Audio format from overlapping with eAudio -you can use the following SQL: - -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"}]}' - WHERE coded_value IN (SELECT id FROM config.coded_value_map WHERE code = 'eaudio'); - -It is also recommended that you reingest your bibliographic records -to updated the fixed field indexes. You can accomplish this by running -the following query in your database: - -SELECT metabib.reingest_record_attributes(source) -FROM metabib.record_attr_vector_list WHERE -(SELECT id FROM config.coded_value_map WHERE ctype = 'item_form' AND code = 'q') = ANY(vlist) -AND (SELECT id FROM config.coded_value_map WHERE ctype = 'item_type' AND code = 'i') = ANY(vlist); - - diff --git a/docs/RELEASE_NOTES_NEXT/Architecture/Antora_Documentation.adoc b/docs/RELEASE_NOTES_NEXT/Architecture/Antora_Documentation.adoc deleted file mode 100644 index 871aca7d78..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Architecture/Antora_Documentation.adoc +++ /dev/null @@ -1,11 +0,0 @@ -Documentation Now Uses the Antora Toolchain -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -The core Evergreen documentation under the `docs/` subdirectory -has been changed to use Antora, a documentation site generator -for AsciiDoc. The result of this change is the ability to generate -documentation for the `docs.evergreen-ils.org` website that is -searchable, easier to maintain, and readily installable on a -local Evergreen site if desired. - -For instructions on how to build the documentation, consult -the file `README.adoc` under the `docs` directory. diff --git a/docs/RELEASE_NOTES_NEXT/Architecture/action-trigger-http-reactor.adoc b/docs/RELEASE_NOTES_NEXT/Architecture/action-trigger-http-reactor.adoc deleted file mode 100644 index de91c958cd..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Architecture/action-trigger-http-reactor.adoc +++ /dev/null @@ -1,65 +0,0 @@ -New Action/Trigger reactor for 3rd party signaling -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -This new Action/Trigger reactor module allows an Evergreen administrator to -create event defintions that use HTTP (or HTTPS) to contact external services -and let them know that something has happened in Evergreen. - -For instance, a discovery layer can be informed when a bib record is updated -or when a user's barcode changes. - -Reactor Template Syntax -+++++++++++++++++++++++ -The new reactor module uses a template to define its behavior. While the -template is processed by Template Toolkit, as with any A/T templates, its -output format is new to Evergreen. - -The template should output data that can be parsed by the Config::General Perl -module. See: https://metacpan.org/pod/Config::General - -Top level settings should include the HTTP *method* and the *url*. - -A block called *Headers* can be used to supply arbitrary HTTP headers. - -A block called *Parameters* can be used to append CGI parameters to the URL, -most useful for GET form submission. Repeated parameters are allowed. If -this block is used, the URL should /not/ contain any parameters, use one or -the other. - -A HEREDOC called *content* can be used with POST or PUT to send an arbitrary block -of content to the remote server. - -If the requested URL requires Basic or Digest authentication, the template can -include top level configuration parameters to supply a *user*, *password*, *realm*, -and hostname:port *location*. - -A default user agent string of "EvergreenReactor/1.0" is used when sending requests. -This can be overridden using the top level *agent* setting. - -Here is an example template that could be used by a definition attached to the -*bib.edit* hook: - -[source] ----- -method post # Valid values are post, get, put, delete, head -url https://example.com/api/incoming-update -agent MySpecialAgent/0.1 - -user updater -password uPd4t3StufF -realm "Secret area" -location example.com:443 - - - Accept-Language en - - - - type bib - id [% target.id %] - - -content < 'Manage Authorities' interface has been ported to Angular. - -New functionality includes displaying additional authority data, like create -and edit dates, etc. It's also possible to view the list of linked bib -records. diff --git a/docs/RELEASE_NOTES_NEXT/Cataloging/marcbatch-ang-port.adoc b/docs/RELEASE_NOTES_NEXT/Cataloging/marcbatch-ang-port.adoc deleted file mode 100644 index b97b578495..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Cataloging/marcbatch-ang-port.adoc +++ /dev/null @@ -1,3 +0,0 @@ -MARC Batch Edit UI Angular Port -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -The MARC Batch Edit interface has been ported to Angular. diff --git a/docs/RELEASE_NOTES_NEXT/Cataloging/preloaded_audio.adoc b/docs/RELEASE_NOTES_NEXT/Cataloging/preloaded_audio.adoc deleted file mode 100644 index 1132094b88..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Cataloging/preloaded_audio.adoc +++ /dev/null @@ -1,8 +0,0 @@ -Preloaded Audio Icon and Search Format -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -A new search and icon format called Preloaded Audio now exists -using the following atttributes: itemtype i, item form q. This -overlaps with the eAudio format. If you want to exclude -preloaded audio from eAudio there is a script in the Administration -notes to exclude it. - diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/Curbside_Pickup.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/Curbside_Pickup.adoc deleted file mode 100644 index ecad489c74..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Circulation/Curbside_Pickup.adoc +++ /dev/null @@ -1,92 +0,0 @@ -Curbside Pickup -^^^^^^^^^^^^^^^ -The Curbside Pickup features in Evergreen provides an interface to help -facilitate contact free pickup of library materials. It provides a dedicated -interface in the staff client for library staff to track and manage curbside -pickup appointments and materials through the various stages of the process. -Staff can also schedule pickup appointments on behalf of patrons. This feature -also allows patrons to schedule their own curbside pickup appointments in their -OPAC account, as well as inform the library when they have arrived and are -waiting for their materials. - -This is an extension of the existing holds functionality in Evergreen. A hold -must be placed for an item to be eligible for curbside pickup. After an item -has been captured for a hold and is available for pickup from the holds shelf, -a curbside pickup appointment can be scheduled to allow the materials to be -obtained in a contact free transaction. - -It can accommodate several different workflows depending on how the library -decides to implement curbside pickup. It can help library staff track and -checkout batches of items to be picked up curbside and help facilitate -communication between library staff and patrons. It does not prescribe a -specific workflow for curbside pickup. - -It can be used alongside regular (in the library) hold pickup. Curbside pickup -can be an option offered patrons in addition to regular pickup or it can -be the primary pickup option depending on tghe library’s current service plan. - -It assumes the library will have a staff member assigned to managing curbside -pickup throughout the day. - -Library Settings -++++++++++++++++ -This feature adds the following library settings. - - * `circ.curbside`: whether to enable curbside appointments for - picking up available hold requests. This default to off. - - * `circ.curbside.granularity`: interval between appointment slots. This - defaults to 15 minutes. - - * `circ.curbside.max_concurrent`: how many appointments to permit per - time slot. This defaults to 10. - - * `circ.curbside.disable_patron_input`: if turned on, display scheduled - and pending appointments in My Account in the public catalog but - do not give the patron the ability to change them from My Account. - This defaults to false, i.e., allowing patrons to modify appointments - from My Account. - -Notifications And Action Triggers -+++++++++++++++++++++++++++++++++ -There are several new patron notice options related to curbside pickup. - -When a patron’s holds are marked as ready for pickup in Evergreen, an email or -text/SMS notification can be sent to let them know that curbside pickup is an -option at their library. This notice can be used to promote this service and -the default message will prompt patrons to log in to their OPAC account to -schedule an appointment or call the library to schedule an appointment. -notice message is customizable. The Trigger Event Definitions for this notice -are called: - - * Curbside offer Email notification, triggered by CurbsideSlot reactor on a - definition attached to the hold available hook - * Curbside offer SMS notification, triggered by CurbsideSlot reactor on a - definition attached to the hold available hook - -If a patron has scheduled a curbside pickup appointment, an email or text/SMS -notification can be sent to confirm the appointment. It will also prompt them -to log into their account or call the library when they have arrived for their -pickup appointment. The Trigger Event Definitions for this notice are called: - - * Curbside confirmation Email notification - * Curbside confirmation SMS notification - -Patrons can receive an email with a list of the items they checked out. To -receive this notice patrons must have an email address associated with their -account and the option for “Email checkout receipts by default?” must be -selected in their account. This is an existing notice in Evergreen that ties -in to the curbside pickup workflow. - -There is another action trigger called “Trigger curbside offer events and -create a placeholder for the patron, where applicable”. This action trigger -does not send a notice to patrons or staff. It is a silent action behind the -scenes that initiates the curbside offer email or SMS notification described -above. - -Upgrade Notes -+++++++++++++ -This feature adds a new OpenSRF service, `open-ils.curbside`, which must be -enabled and registered with the public router for the feature to function. - -This feature adds no new staff permissions. diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/angular-booking-capture.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/angular-booking-capture.adoc deleted file mode 100644 index 3d2aca728d..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Circulation/angular-booking-capture.adoc +++ /dev/null @@ -1,13 +0,0 @@ -Booking Capture is now in Angular -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ - -The interface to capture resources for booking -reservations has been re-implemented in Angular. -Other booking screens, such as Pick Up and -Manage Reservations, now include an option to -re-print capture slips. - -System administrators can now edit the template -for booking capture slips in Administration -> -Server administration -> Print templates. - diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/autorenewnotify-renewal-field.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/autorenewnotify-renewal-field.adoc deleted file mode 100644 index df3431ee9b..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Circulation/autorenewnotify-renewal-field.adoc +++ /dev/null @@ -1,16 +0,0 @@ -New Fields for AutorenewNotify Event Template -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ - -Two new fields, `auto_renewal_remaining`, and `total_renewal_remaining` have -been added to the AutorenewNotify action/trigger event code. They will -report the number of autorenewals and regular renewals, respectively, -remaining on the new circulation if renewed, or on the old circulation -if not renewed. This is provided as a convenience to avoid possibly -inaccurate math in the template. You may access them in the template via -the `udata`: - -................................................. -Automatic Renewals Remaining: [% udata.auto_renewal_remaining %] -Total Renewals Remaining: [% udata.total_renewal_remaining %] -................................................. - diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/course_materials_module.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/course_materials_module.adoc deleted file mode 100644 index 4f5a3acb89..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Circulation/course_materials_module.adoc +++ /dev/null @@ -1,59 +0,0 @@ -Course materials module -^^^^^^^^^^^^^^^^^^^^^^^ - -This version of Evergreen includes an optional course materials module. -Like course reserves modules in other library software, this module -makes reserves collections more discoverable and easier to manage. -The module also provides similar functionality for library electronic -resources and open educational resources, whether they have been -cataloged or not. - -To enable the course materials module, go to Administration > -Local Administration > Library Settings Editor. Find the setting -called "Opt Org Unit into the Course Materials Module". Set it to -True for the org units that want to use the module. - -To use the course materials module effectively, staff will need a -new permission called _MANAGE_RESERVES_. By default, circulation -administrators will receive this permission. - -Courses -+++++++ - -Staff members with the _MANAGE_RESERVES_ permission can create -courses, attach materials to them, attach users to them, and -archive them when they are no longer needed. - -When associating physical materials from the catalog to a -course, staff members can choose temporary item attributes. -These attributes will last until the course is archived or -the item is detached from the course, whichever happens -first. - -Staff can also choose to associate electronic resources from -the catalog (which must have a transcendent bib source or -a located URI). They can also create a brief bib record -to attach to the course from within the course materials -module. - -Staff members can attach users to the course. These users -can have either a public role (e.g. instructor) or private -roles (e.g. student). The public roles will be displayed -in the OPAC. - -OPAC -++++ - -If the module is enabled, the OPAC will include a course search -and a course browse. - -Other uses -++++++++++ - -Libraries may also want to use this module to manage their -displays. Each display can be treated as a course, and staff -can attach the items they wish to display to the course along -with the temporary attributes (e.g. a shelving location called -"On display"). When the display is over, staff members can -archive the course. - diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/hopeless-holds.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/hopeless-holds.adoc deleted file mode 100644 index 3659b5c403..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Circulation/hopeless-holds.adoc +++ /dev/null @@ -1,13 +0,0 @@ -Hopeless Holds Interface -^^^^^^^^^^^^^^^^^^^^^^^^ - -A new interface under Local Administration has been added called -Hopeless Holds. Using a new Hopeless Date field on hold requests, -this interface gives staff a way to resolve issues with hold -requests that may have become unfulfillable or "hopeless". - -The Hopeless Date is set for a given request by the hold targeter -whenever the potential items list for the hold is empty, or when -all potential items have a copy status that has been designated -as Hopeless Prone (a new boolean field on copy statuses). - diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/in_house_use_workstation.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/in_house_use_workstation.adoc deleted file mode 100644 index 3f14775f01..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Circulation/in_house_use_workstation.adoc +++ /dev/null @@ -1,7 +0,0 @@ -In-house use now records workstations -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ - -Evergreen now records the workstation along with each -in-house use. Staff can now run reports on which -workstation created which in-house uses. - diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/purge_usr_pref_names.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/purge_usr_pref_names.adoc deleted file mode 100644 index 6f16aaaeb4..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Circulation/purge_usr_pref_names.adoc +++ /dev/null @@ -1,30 +0,0 @@ -Purge User Preferred Names -^^^^^^^^^^^^^^^^^^^^^^^^^^ -The new, user preferred name fields are now set to NULL in the -database when a user account is purged via the staff client or using -the actor.usr_delete function in the database. - -To clear the preferred name fields from records that have already been -purged, run the following SQL update: - -[source,sql] ----- -UPDATE actor.usr -SET pref_prefix = NULL, - pref_first_given_name = NULL, - pref_second_given_name = NULL, - pref_family_name = NULL, - pref_suffix = NULL, - name_keywords = NULL -WHERE usrname ~ ('^' || id || '-PURGED') -AND NOT active -AND deleted -AND ( - pref_prefix IS NOT NULL OR - pref_first_given_name IS NOT NULL OR - pref_second_given_name IS NOT NULL OR - pref_family_name IS NOT NULL OR - pref_suffix IS NOT NULL OR - name_keywords IS NOT NULL -); ----- diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/test_notification_method.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/test_notification_method.adoc deleted file mode 100644 index 5e22cee9d2..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Circulation/test_notification_method.adoc +++ /dev/null @@ -1,12 +0,0 @@ -Test Notification Method -^^^^^^^^^^^^^^^^^^^^^^^^ -Patrons and staff may request a test notification for a patron's default email address or SMS -number via the Patron Registration interface in the staff client or the Opac preferences interface. The OPAC_LOGIN permissions are required to -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 -what was requested. - -Upgrade Notes -+++++++++++++++++++ - -This feature adds two new rows to action_trigger.event_definition, two into -action_trigger.hook, and six into action_trigger.environment. diff --git a/docs/RELEASE_NOTES_NEXT/Client/ang-catalog-more-hold-types.adoc b/docs/RELEASE_NOTES_NEXT/Client/ang-catalog-more-hold-types.adoc deleted file mode 100644 index 9dd7b33d5a..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Client/ang-catalog-more-hold-types.adoc +++ /dev/null @@ -1,13 +0,0 @@ -Angular catalog recall/force/part holds -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ - -The Angular staff catalog now has entry points for placing Recall, -Force, and Part-level holds. - -For any item-level hold type, the user now has the option to cycle -between Item, Recall, and Force hold types. The selected type affects -the full batch of holds. - -For title-level holds, the user now has the option to select a part -as the hold target for each record in the list. Part selection is -optional. diff --git a/docs/RELEASE_NOTES_NEXT/Client/ang-staff-default.adoc b/docs/RELEASE_NOTES_NEXT/Client/ang-staff-default.adoc deleted file mode 100644 index 4664079189..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Client/ang-staff-default.adoc +++ /dev/null @@ -1,17 +0,0 @@ -New Angular Staff Catalog Default -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -The experimental Angular staff catalog has been promoted to operate as the -default catalog in the browser staff client. It will be used for all -catalog entry points, except for the menu entries for the traditiaional -catalog and any links within the traditional catalog. - -Menu Changes -++++++++++++ - -* Search => 'Search The Catalog' now searches to new catalog. -* Cataloging => 'Search The Catalog' now searches to new catalog. -* Cataloging => 'Search The Catalog (Traditional)' searches the traditional - TPAC-style catalog. -* Staff client splash page => 'Search the catalog' inline form uses the - new catalog. - diff --git a/docs/RELEASE_NOTES_NEXT/Client/ang-staff-shared-bucket.adoc b/docs/RELEASE_NOTES_NEXT/Client/ang-staff-shared-bucket.adoc deleted file mode 100644 index 56153d575f..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Client/ang-staff-shared-bucket.adoc +++ /dev/null @@ -1,6 +0,0 @@ -Basket To Bucket Action Now Allows Adding To Shared Buckets -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -The Angular staff catalog's 'Add Basket to Bucket' action now -gives the user the option of adding the contents of the basket -to a shared bucket. - diff --git a/docs/RELEASE_NOTES_NEXT/OPAC/Enhanced_Public_Catalog_Printing_and_Email.adoc b/docs/RELEASE_NOTES_NEXT/OPAC/Enhanced_Public_Catalog_Printing_and_Email.adoc deleted file mode 100644 index 364dae6753..0000000000 --- a/docs/RELEASE_NOTES_NEXT/OPAC/Enhanced_Public_Catalog_Printing_and_Email.adoc +++ /dev/null @@ -1,34 +0,0 @@ -Enhanced Public Catalog Printing and Email -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -Evergreen now provides additional functionality for printing and emailing -bibliographic record and holdings information from the catalog, including -from an individual record or from a list or basket. - -After selecting Print or Email, the user will be presented with a preview of -the printout or email, respectively. From the preview users can chose to view -Brief or Full record information (Full includes holdings information) and how -records should be sorted (Author, Title, Publication Date). Holdings -information can also be limited to a certain library. - -Users can be required to log in to their OPAC account to send an email or this -feature can be configured to allow sending an email without signing in to the -public catalog. If the option to allow emailing without signing in is enabled -(by turning on the new 'Allow record emailing without login' library setting), -user will be asked to solve an arithmetic CAPTCHA in order to send the email. - -Administration -++++++++++++++ -Two new interfaces have been added to Local Administration: Event Definition -Groups and Event Definition Group Members. The Event Definition Groups defines -the various groups for Action Trigger Event Definitions-- currently Print -Record(s) or Email Record(s). The Event Definition Group Members defines the -options within each group-- currently Brief or Full record information. - -These two interfaces expose the infrastructure behind the new print and -email functionality and library staff will not need to make any changes to -these interfaces to use the existing print and email options. The stock print -and email Action Trigger Event Definitions can be cloned and modified to -provide additional bibliographic format options. After creating the custom -Event Definition, add it to the appropriate Event Definition Group (Print -Record or Email Record) and the new format will be available in the catalog. - diff --git a/docs/RELEASE_NOTES_NEXT/OPAC/bootstrap-opac.adoc b/docs/RELEASE_NOTES_NEXT/OPAC/bootstrap-opac.adoc deleted file mode 100644 index 8081e9cf32..0000000000 --- a/docs/RELEASE_NOTES_NEXT/OPAC/bootstrap-opac.adoc +++ /dev/null @@ -1,34 +0,0 @@ -New Bootstrap-based OPAC -^^^^^^^^^^^^^^^^^^^^^^^^ - -This release includes a new experimental OPAC with a cleaner, more modern design. - -To enable the new OPAC design, open the _/etc/apache2/eg_vhost.conf_ file. - -Find the following line: - ------------------------------------------------------------------------------- -PerlAddVar OILSWebTemplatePath "/openils/var/templates" ------------------------------------------------------------------------------- - -Add the following line directly below it: - ------------------------------------------------------------------------------- -PerlAddVar OILSWebTemplatePath "/openils/var/templates-bootstrap" ------------------------------------------------------------------------------- - -Be sure that, if you have any local customizations, that they are referenced below -this line. This way, your customizations will still appear in the new OPAC design -(although they may need to be adjusted to better fit the new style). - -You can also turn on the new OPAC for some virtual hosts only, by adding it to the -appropriate virtual host entry. Be sure to reference the OILSWebTemplatePath for -the `templates-bootstrap` directory before referencing any local customizations -used by that virtual host. - -To emphasize, the new OPAC skin is considered experimental for 3.6.x. There -are some discrepancies between its functionality and the functionality -present in the original "TPAC" skin. The Evergreen community aims to -resolve those discrepancies and make the Bootstrap skin become the default -OPAC for the Spring 2021 release (though the original TPAC skin will still -be available). Using the Bootstrap skin in production for 3.6 is at your own risk. diff --git a/docs/RELEASE_NOTES_NEXT/OPAC/stripe-v3.adoc b/docs/RELEASE_NOTES_NEXT/OPAC/stripe-v3.adoc deleted file mode 100644 index e2fe3627d2..0000000000 --- a/docs/RELEASE_NOTES_NEXT/OPAC/stripe-v3.adoc +++ /dev/null @@ -1,11 +0,0 @@ -Credit card payments using Stripe now on version 3 (Elements) -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -When Stripe payments are enabled, the public catalog will now -use version 3 of the Stripe client library, as well as its -Elements API for building the credit card form. For -technical reasons, this more easily lends a site to PCI -compliance. - -On the staff side, the credit card option is disabled for -Stripe, as that has not been implemented and in the past -would just give an error. diff --git a/docs/RELEASE_NOTES_NEXT/Reports/change_aacs_label.adoc b/docs/RELEASE_NOTES_NEXT/Reports/change_aacs_label.adoc deleted file mode 100644 index 2303cfcc1b..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Reports/change_aacs_label.adoc +++ /dev/null @@ -1,13 +0,0 @@ -Combined Aged and Active Circluations Source Naming -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -A recent improvement to aid web client data retrieval -speed resulted in a new reports source that was named -nearly identically to a long-existing one, and both -were appearing in the "Core Sources" section of reports. -The newer source has been renamed for clarity and removed -from the core sources to prevent confusion: - - * "Combined Aged and Active circulations" is now named "Combined Aged and Active Circulations (Slim Version)" - and is removed from the Core Sources. - * "Combined Aged and Active Circulations", which contains more linkages to other data sources, remains in the - Core Sources list. diff --git a/docs/RELEASE_NOTES_NEXT/Reports/report_subtotals.adoc b/docs/RELEASE_NOTES_NEXT/Reports/report_subtotals.adoc deleted file mode 100644 index 57032e6ae2..0000000000 --- a/docs/RELEASE_NOTES_NEXT/Reports/report_subtotals.adoc +++ /dev/null @@ -1,23 +0,0 @@ -Reports Subtotals -^^^^^^^^^^^^^^^^^ -Reports now allow group subtotals and grand totals. By checking the -new "Calculate grouping subtotals" checkbox under "Output Options", -a new unlabeled row or column is created with the subtotals for each -grouping and an unlabeled grand total row or column. - -This takes advantage of PostreSQL's built-in ROLLUP feature. See the -PostgreSQL documentation for details: - -https://www.postgresql.org/docs/9.6/queries-table-expressions.html#QUERIES-GROUPING-SETS - -An example of a report that could use this new feature is -one based on the Circulation source with the following fields: - - * Circulation -> Checkout / Renewal Library -> Short (Policy) Name (Raw Data) - * Circulation -> Checkout Date/Time (Year) - * Circulation -> Shelving Location -> Name (Raw Data) - * Circulation -> Circ ID (Count Distinct) - -Turning on the "Calculate grouping subtotals" checkbox would make -the report show subtotals for each combination of -short name, checkout year, and shelving location name. diff --git a/docs/RELEASE_NOTES_NEXT/SIP/allow_usrname_in_patron_id.adoc b/docs/RELEASE_NOTES_NEXT/SIP/allow_usrname_in_patron_id.adoc deleted file mode 100644 index 209f22f490..0000000000 --- a/docs/RELEASE_NOTES_NEXT/SIP/allow_usrname_in_patron_id.adoc +++ /dev/null @@ -1,22 +0,0 @@ -Allow Username in Patron ID -^^^^^^^^^^^^^^^^^^^^^^^^^^^ -Evergreen now accepts a patron's username in the SIP2 Patron ID field -(AA) in addition to the barcode. This modification is useful for -vendors, such as Overdrive, who can accept a user's username. -Additionally, it is easier for a patron to find and remember their -username over their barcode. - -The new feature determines if the value in the Patron ID field is a -barcode or username by comparing the field value against the -`opac.barcode_regex` setting for the organizational unit of the logged -in SIP2 account as configured in the oils_sip.xml file. This is -similar to what the OPAC does when a patron logs in. - -This feature requires activation. To activate, uncomment (or add) the -following line in the oils_sip.xml configuration file and change the -value from 'false' to 'true'. - -[source,xml] ---------------------------------------------------------------------------- -