Docs: more typo and formatting improvements for 2.12 release notes

[working/Evergreen.git] / docs / RELEASE_NOTES_2_12.adoc

Evergreen 2.12-beta Release Notes
=================================
:toc:
:numbered:

Upgrade notes
-------------
Evergreen 2.12 now requires OpenSRF 2.5 or later; certain functionality
will not work if you attempt to run Evergreen 2.12 on OpenSRF 2.4. Evergreen
2.12 recommends PostgreSQL 9.4. The minimum supported version of PostgreSQL is
9.3.

The stock schema upgrade script performs a browse reingest,
recalculates bib fingerprints, and remaps metarecords.

New Features
------------



Administration
~~~~~~~~~~~~~~



Additional SMS Carriers
^^^^^^^^^^^^^^^^^^^^^^^
SMS carrier definitions are now included for Google Fi and
Republic Wireless. These will be automatically loaded when
installing a new Evergreen system; admins who wish to
add these definitions during an upgrade can use the following
email gateway values:

 * Google Fi: `$number@msg.fi.google.com`
 * Republic Wireless: `$number@text.republicwireless.com`




Bibliographic Fingerprint Improvements
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The bibliographic fingerprint will now incorporate subfield $n and $p from MARC
title fields to better distinguish between records of the same series that
may share the same title but have a different part. With this change, these
MARC records will no longer be grouped together in a 'Group Formats & Editions'
search.

The bibliographic fingerprint was also changed to better distinguish between
the fields contributing to the fingerprint. This change will help the system
distinguish between a record for the movie _Blue Steel_ and another record for
the book _Blue_ written by Danielle Steel.






Batch Hold Targeter Speed-up and New Features
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Adds a new open-ils.hold-targeter service, supporting new targeting options
and runtime optimizations to speed up targeting.  The service is launched
from a new targeting script, hold_targeter_v2.pl (default location:
/openils/bin/hold_targeter_v2.pl).

This code has no effect on the existing hold targeter, which is still
available as of this release and functions as before.

New Features/Options
++++++++++++++++++++

* Adds a global configuration flag 'circ.holds.retarget_interval' for 
  setting the hold retarget interval.

* `--target-all` option forces the targeter to process all active
  holds, regardless of when they were last targeted.

* `--retarget-interval` option make is possible to override the new
  'circ.holds.retarget_interval' setting via the command line 
  when calling the hold targeter.

* `--skip-viable` option causes the hold targeter to avoid modifying 
  the currently targeted copy (i.e. the copy on the pull list) for holds 
  that target a viable (capturable) copy.  
  {empty} +
  {empty} +
  For skipped holds, no entry is added to the unfulfilled_hold_list.
  The set of potential copies (hold copy maps) are refreshed for all
  processed holds, regardless of target viability.
  {empty} +
  {empty} +
  This option is useful for 1.) finding targets for holds that require 
  new targets and 2.) adding new/modified copies to the potential copy 
  lists (for opportunistic capture) more frequently than you may want to do full
  retargeting of all holds.

* `--newest-first` option processes holds in reverse order of request_time,
  so that newer holds are (re)targeted first.  This is primarily useful
  when a large backlog of old, un-targetable holds exist.  With 
  `--newest-first`, the older holds will be processed last.

* `--parallel` option overrides the parallel settings found in `opensrf.xml`
  for simpler modification and testing.

* `--lockfile` option allows the caller to specify a lock file instead
  of using the default /tmp/hold_targeter-LOCK

* `--verbose` option prints progress info to STDOUT, showing the number of
  holds processed per parallel targeter instance.

* When configured, hold target loops cycle through all org units (with 
  targetable copies) instead of repeatedly targeting copies at the pickup
  library when multiple targetable copies exist at the pickup library.

* When configured, hold target loops prioritize (targetable) org units
  first by the number of previous target attempts, then by their 
  weight/proximity.  This effectively back-fills org units that had no
  targetable copies during earlier target loops so that they are 
  targeted as many times as other org units (to the extent possible, 
  anyway).

Examples
++++++++

* Traditional daily hold targeter with a value set for 
  'circ.holds.retarget_interval'.

[source,sh]
--------------------------------------------------------------------------
/openils/bin/hold_targeter_v2.pl
--------------------------------------------------------------------------

* (Re)target non-viable holds twice a day, only processing holds that 
  have never been targeter or those that have not been re-targeted in
  the last 12 hours.

[source,sh]
--------------------------------------------------------------------------
/openils/bin/hold_targeter_v2.pl --skip-viable --retarget-interval "12h"
--------------------------------------------------------------------------

* (Re)target non-viable holds twice a day, processing all holds regardless
  of when or if they were targeted before, running 3 targeters in
  parallel.

[source,sh]
--------------------------------------------------------------------------
/openils/bin/hold_targeter_v2.pl --skip-viable --target-all --parallel 3
--------------------------------------------------------------------------





Add separate make target for translator
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Add a separate make target during installation for translator to allow
for easier installation of i18n prerequisites.





Addition of missing permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Required permissions that were previously missing from the stock data have now
been added. If Evergreen sites have already manually added these permissions,
the upgrade script will remove the old permission and create the new one,
maintaining any maps to permission groups, with the stock permission ID.





get_org_unit_ancestor_at_depth Helper Added to Action Trigger Reactor Helpers
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
In action trigger templates it's now possible to call
`helpers.get_org_unit_ancestor_at_depth($id_or_aou, $depth)` in order to retrieve
a fleshed aou for the target aou's ancestor at the chosen depth. This could be
used to retrieve the name of the library system rather than a specific branch
name, for instance.




Removed unused selfcheck password setting
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
There was an unused duplicate selfcheck password setting that was removed
to avoid confusion over which library setting was supposed to be set to
enable passwords for selfcheck. After upgrading, verify that your library
policy remains consistent for this setting.





Credit Processor Stripe Settings Permissions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Unprivileged users can retrieve organizational unit setting values for
setting types lacking a "view" permission.  When the feature adding
Stripe credit card processing was added, the upgrade script neglected
to add the VIEW_CREDIT_CARD_PROCESSING permission to the
organizational unit setting type.  This means that anyone can retrieve
and view the settings for Stripe credit card processing.

Any system that upgraded from Evergreen version 2.5 to 2.6 is
affected.  If you use Stripe for credit card processing, it is
strongly recommended that you apply this upgrade.  Even if you do not
use Stripe, applying this upgrade is still recommended.  If you did
not upgrade from version 2.5 to 2.6 of Evergreen, but started with a
later version, applying this upgrade is harmless.




Cataloging
~~~~~~~~~~



New Access Points for MARC Merge/Overlay Profiles
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Catalogers can now select a MARC merge/overlay profile to apply when
merging records in the (browser client) record bucket merge and Z39.50
record overlay interfaces. In both interfaces, if the user selects
a merge profile, the results of the merge are displayed, giving the
user the opportunity to choose a different merge profile or edit
the records involved prior to committing to the merge.

A new library setting, "Default Merge Profile (Z39.50 and Record Buckets)",
specifies the merge profile to preselect in the new merge profile
selectors in the record bucket merge and Z39.50 overlay logs. The
selectors will also remember the last selection that the user made.




Circulation
~~~~~~~~~~~



Display Copy Alerts With In-House-Use
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

Two library settings are used to control the display of copy alert
messages or copy location check in alerts when recording in-house-use
in Evergreen.

Setting 'Display copy alert for in-house-use' to true for an
organization will cause an alert to appear with the copy's alert
message, if it has one, when recording in-house-use for the copy.

Setting 'Display copy location check in alert for in-house-use' to true
for an organization will cause an alert to display a message
indicating that the item needs to be routed to its location if the
location has check in alert set to true.

The settings are independent of one another because you may want to
display one and not the other when recording in-house-use.




Client
~~~~~~



Active Date Column Picker Option
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The active date will now be available as a column picker option in the Item
Status screen.




Punctuation Insensitive Patron Search
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
When performing a patron search, punctuation characters will be
ignored.  So if the patron is named O'Brien, then you can enter Obrien,
O'Brien, O Brien, etc. in the search box.

This behavior affects the Last Name (internally: family_name), First Name
(first_given_name), and Middle Name (second_given_name) fields of the search.






Touch screen improvements for Evergreen self-check interface
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Improvements were made to the Evergreen self-check interface to make it easier
to use in a touch-screen environment.

 * The pay fines link is now a pay fines button, matching other buttons on the
page.
 * The checkboxes have been enlarged, making them easier to activate when using
a touch screen.





Trial Production Use of the Web Staff Client
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The new web staff client is ready for trial production use in all functional
areas with the exception of serials and offline transactions. In addition to
many bug fixes in the areas of circulation, cataloging, administration and
reporting, Release 2.12 sees the following additions to web client
functionality.

 * Acquisitions interfaces and functionality have been integrated into the web
 staff client.
 * Booking interfaces and functionality have been integrated into the web staff
 client.
 * Hatch, the program that will allow for unmediated printing to multiple
 printers, sharing of workstation settings, and, eventually, offline 
 transactions is now available. A windows installer for Hatch will be available
 on the Evergreen-ILS Downloads page.

The Evergreen developers will keep pilot libraries updated about known web
client issues by posting known bugs to https://wiki.evergreen-ils.org/doku.php?id=dev:browser_staff:known_issues .

About Hatch
+++++++++++
Hatch is not required to use the web client, but should be used for workstations
that need to perform the following tasks.

 * Unmediated printing to multiple printers. Workstations can print to multiple
 printers without Hatch, but will need to click through a dialog to select a
 printer. Hatch allows workstations to automatically print, without dialog, to
 different printers. 
 * Storage of workstation settings in a place outside the browser. Storing local
 preferences in hatch will prevent tampering with preferences via the browser
 developer tools and protect the settings from possible deletion if the browser
 deletes settings in local storage.
 * When offline functionality is available, hatch will be required to perform
 offline transactions.
 
Hatch is currently run as a Chrome extension and is not available in Firefox. To
use hatch on Windows, Evergreen sites should:

 . install a java runtime environment version 8 (or higher) if not already
 installed,
 . download and execute the installer from the Evergreen downloads page, 
 . open Chrome and navigate to chrome://extensions,
 . enable _Developer Mode_ along the top right of the page,
 . click the _Load Unpacked Extension_ button,
 . load the directory at Hatch -> extension -> app,
 .. In Windows, the default location for the app directory will be
 C:\Program Files (x86)\Hatch\extension\app
 . enable hatch features in the web client by going to Administration ->
 Workstation Administration -> Print/Storage Service ("Hatch") and choosing
 which services to use with Hatch.
 .. this page will also inform you that hatch is connected. 




Infrastructure
~~~~~~~~~~~~~~



Client Timezone Awareness
^^^^^^^^^^^^^^^^^^^^^^^^^

Previously, adjusting the time zone in which a database session operates
could not be done in any way except globally, directly within the database.
However, allowing modification of the timezone parameter now supports
localization efforts for those consortia that span multiple time zones.

Implementation
++++++++++++++

CStore and other services that interact with the primary Evergreen database
make use of the functionality provided by LP#1485371 in OpenSRF in order to
set the time zone configuration parameter available in PostgreSQL.  This has
the effect of interpreting all timestamps written to or read from the database
in the client's time zone.

Within CStore (and related, C-based services), all stateful sessions make use
of this capability, setting the database time zone upon a successful CONNECT
message from the client.  The time zone is reset to the database default when
a session is terminated either due to client DISCONNECT or server keepalive
timeout.

All stateless requests record the current database time zone, set the database
time zone to that of the client's, run the query, and then reset the database
time zone on each request that carries a client time zone value.  It is expect
that this will not cause any noticeable increase in latency or query execution
time, as this setting is local to the specific PostgreSQL server backend process.

Within the Storage service, the timezone will be set automatically by a simple
wrapper method used by the existing method registration mechanism for method
publishing.  Disconnect and error callbacks are registered to revert the time
zone setting within the database.  This provides completely transparent time
zone manipulation for backend services that make use of open-ils.storage.




Public Catalog
~~~~~~~~~~~~~~



New Subject Browse Index Definitions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
New subject browse index definitions have been added that display the entire
heading as a unit with hyphens between terms instead of displaying individual
terms separately. 

For example, the browse heading for:

=650 \0$aCats$zUnited States$vCorrespondence.

will display in a single entry as:

Cats -- United States -- Correspondence

Rather than separate entries for Cats and United States. 

Name subjects will continue to display as separate entries because additional
work would be required for the heading to be punctuated correctly.




Advanced Search Limiters Enhancement
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Advanced search limiters will no longer propagate to the basic search box in
the catalog. Instead, the limiters applied to the search will appear in the
left sidebar of the search results screen where they can be easily cleared by
clicking an 'x.' On a small, mobile device, the advanced search limiters can
be seen by clicking an 'x filter applied' link or by clicking the 'Refine
these results' button that typically shows facets to the user.

The selected limiters will be applied to any search from the search bar until:
 * The user actively removes the filters from the search or
 * The user starts a new basic or advanced search from scratch.




Arabic and Right-to-Left Language Support for the catalog
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
New stylesheets and other changes to the catalog to allow for 
better support of right-to-left (RTL) languages, such as Arabic.

Also add Arabic (Jordan) as a new supported language.




Ebook API integration
^^^^^^^^^^^^^^^^^^^^^
Evergreen 2.12 supports partial integration with third-party APIs
provided by OverDrive and OneClickdigital.  When ebook API integration
is enabled, bibliographic records from these vendors that appear in your
public catalog will include vendor holdings and availability information.  Also,
when a user is logged in, the public catalog dashboard and My Account interface
will include information about that user's checkouts and holds for
supported vendors.

For API integration to work, you need to request API access from the
vendor and configure your Evergreen system according to the instructions
below.  You also need to configure the new `open-ils.ebook_api` service.

This feature assumes that you are importing MARC records supplied by the
vendor into your Evergreen system, using Vandelay or some other MARC
import method.  This feature does not search the vendor's online
collections or automatically import vendor records into your system; it
merely augments records that are already in Evergreen.

A future Evergreen release will add the ability for users to check out
titles, place holds, etc., directly via the public catalog.

Ebook API service configuration
+++++++++++++++++++++++++++++++
This feature uses the new `open-ils.ebook_api` OpenSRF service.  This
service must be configured in your `opensrf.xml` and `opensrf_core.xml`
config files for ebook API integration to work.  See
`opensrf.xml.example` and `opensrf_core.xml.example` for guidance.

OverDrive API integration
+++++++++++++++++++++++++
Before enabling OverDrive API integration, you will need to request API
access from OverDrive.  OverDrive will provide the values to be used for
the following new org unit settings:

  * *OverDrive Basic Token*: The basic token used for API client
    authentication.  To generate your basic token, combine your client
    key and client secret provided by OverDrive into a single string
    ("key:secret"), and then base64-encode that string.  On Linux, you
    can use the following command: `echo -n "key:secret" | base64 -`
  * *OverDrive Account ID*: The account ID (a.k.a. library ID) for your
    OverDrive API account.
  * *OverDrive Website ID*: The website ID for your OverDrive API
    account.
  * *OverDrive Authorization Name*: The authorization name (a.k.a.
    library name) designated by OverDrive for your library.  If your
    OverDrive subscription includes multiple Evergreen libraries, you
    will need to add a separate value for this setting for each
    participating library.
  * *OverDrive Password Required*: If your library's OverDrive
    subscription requires the patron's PIN (password) to be provided
    during patron authentication, set this setting to "true."  If you do
    not require the patron's PIN for OverDrive authentication, set this
    setting to "false."  (If set to "true," the password entered by a
    patron when logging into the public catalog will be cached in plain text in
    memcached.)
  * *OverDrive Discovery API Base URI* and *OverDrive Circulation API
    Base URI*: By default, Evergreen uses OverDrive's production API, so
    you should not need to set a value for these settings.  If you want
    to use OverDrive's integration environment, you will need to add the
    appropriate base URIs for the discovery and circulation APIs.  See
    OverDrive's developer documentation for details.
  * *OverDrive Granted Authorization Redirect URI*: Evergreen does not
    currently support granted authorization with OverDrive, so this
    setting is not currently in use.

For more information, consult the
https://developer.overdrive.com/docs/getting-started[OverDrive API
documentation].

To enable OverDrive API integration, adjust the following public catalog settings
in `config.tt2`:

  * `ebook_api.enabled`: set to "true".
  * `ebook_api.overdrive.enabled`: set to "true".
  * `ebook_api.overdrive.base_uris`: list of regular expressions
    matching OverDrive URLs found in the 856$9 field of older OverDrive
    MARC records.  As of fall 2016, OverDrive's URL format has changed,
    and the record identifier is now found in the 037$a field of their
    MARC records, with "OverDrive" in 037$b.  Evergreen will check the
    037 field for OverDrive record identifiers; if your system includes
    older-style OverDrive records with the record identifier embedded in
    the 856 URL, you need to specify URL patterns with this setting.

OneClickdigital API integration
+++++++++++++++++++++++++++++++
Before enabling OneClickdigital API integration, you will need to
request API access from OneClickdigital.  OneClickdigital will provide
the values to be used for the following new org unit settings:

  * *OneClickdigital Library ID*: The identifier assigned to your
    library by OneClickdigital.
  * *OneClickdigital Basic Token*: Your client authentication token,
    supplied by OneClickdigital when you request access to their API.

For more information, consult the
http://developer.oneclickdigital.us/[OneClickdigital API documentation].

To enable OneClickdigital API integration, adjust the following public catalog
settings in `config.tt2`:

  * `ebook_api.enabled`: set to "true".
  * `ebook_api.oneclickdigital.enabled`: set to "true".
  * `ebook_api.oneclickdigital.base_uris`: list of regular expressions
    matching OneClickdigital URLs found in the 859$9 field of your MARC
    records.  Evergreen uses the patterns specified here to extract
    record identifiers for OneClickdigital titles.

Additional configuration
++++++++++++++++++++++++
Evergreen communicates with third-party vendor APIs using the new
`OpenILS::Utils::HTTPClient` module.  This module is configured using
settings in `opensrf.xml`.  The default settings should work for most
environments by default, but you may need to specify a custom location
for the CA certificates installed on your server.  You can also disable
SSL certificate verification on HTTPClient requests altogether, but
doing so is emphatically discouraged.



Links to Other Formats and Editions
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The record summary pages in the catalog will now link to other formats and
editions of a title. The links will allow users to quickly jump to another
format of the title or an edition written in another language. 





Metarecord Search Improvements
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
This release brings several improvement to the Group Formats and Editions
search. 

 * Limiters on the advanced search page can now be successfully applied to 
Group Formats and Editions searches,
 * Electronic resources are now retrievable through these searches,
 * Paged navigation has improved.




Allow Metarecord Search by default
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Before the TPAC, a site could configure the public catalog to use metarecord searching
by default, via a configuration file.  Here we bring that back.

A new setting called search.metarecord_default is present in
`templates/opac/parts/config.tt2` to enable this feature.  By setting this to
a true value (normally 1) the TPAC will silently include the #metabib search
modifier in the search form on any interfaces that do not have a UI component
that allows the user to control the setting.



RDA Improvements
^^^^^^^^^^^^^^^^
 * Author fields are now normalized to strip ending periods so that authors from
RDA and non-RDA records are collapsed in browse and facet headings.
 * All author/contributor roles will now display in the record detail page.
Previously, some of the roles were omitted or were duplicated.


Obalkyknih.cz Integration
^^^^^^^^^^^^^^^^^^^^^^^^^
Evergreen now integrates with Czech added content provider obalkyknih.cz. A new
setting called obalkyknih_cz.enabled is available in
`templates/opac/parts/config.tt2` to enable this new feature.


Acknowledgments
---------------
The Evergreen project would like to acknowledge the following
organizations that commissioned developments in this release of
Evergreen:

* Bibliomation
* British Columbia Libraries Cooperative
* C/W MARS
* Georgia PINES
* King County Library System
* Linn Libraries Consortium
* MassLNC
* Pennsylvania Integrated Library System
* Pioneer Library System

We would also like to thank the following individuals who contributed
code, translations, documentations patches and tests to this release of
Evergreen:

* Adam Bowling
* Anahi Valdez
* Ben Shum
* Bill Erickson
* Billy Horn
* Blake Henderson
* Bob Wicksall
* Chris Sharp
* Christine Burns
* Christine Morgan
* Clare Sobotka
* Dan Pearl
* Dan Scott
* Dan Wells
* Darrell Rodgers
* Debbie Luchenbill
* Eva Cerninakova
* Fares Othman
* Galen Charlton
* Jakub Kotrla
* Jane Sandberg
* Jason Boyer
* Jason Etheridge
* Jason Stephenson
* Jeanette Lundgren
* Jeff Davis
* Jeff Godin
* Jennifer Pringle
* Jillianne Presley
* Jim Keenan
* Job Diógenes Ribeiro Borges
* Jonathan Schatz
* Josh Stompro
* Kate Butler
* Kathy Lussier
* Kyle Huckins
* Linda Jansová 
* Michele Morgan
* Michelle Purcell
* Mike Rylander
* Nawras Othman
* Remington Steed
* Rogan Hamby
* Terran McCanna
* Thomas Berezansky
* Victoria Lewis

We also thank the following organizations whose employees contributed
patches:

* British Columbia Libraries Cooperative
* Catalyst DevWorks
* C/W MARS
* Emerald Data Networks, Inc.
* Equinox Open Library Initiative
* Georgia PINES
* Indiana State Library
* The Institute for the Study of Totalitarian Regimes, Prague
* Jordanian Library and Information Association
* King County Library System
* Knihovna Jabok
* Lake Agassiz Regional Library
* Laurentian University
* Linn-Benton Community College
* MassLNC
* Merrimack Valley Library Consortium
* MOBIUS Consortium
* National Library of the Czech Republic
* North of Boston Library Exchange
* Pioneer Library System
* Rodgers Memorial Library
* Sigio
* Traverse Area District Library


We regret any omissions.  If a contributor has been inadvertently
missed, please open a bug at http://bugs.launchpad.net/evergreen/
with a correction.