1 Evergreen 2.7 Release Notes
2 ===========================
9 Record Attributes Reingest Recommended
10 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
11 After this update, it is recommended that you reingest your
12 bibliographic records to update the fixed field, record attribute
13 indexes. This is mainly necessary to make sure that fiction books do
14 not also show up as non-fiction.
16 You can accomplish this by running the following query in your database:
19 --------------------------------------------------------------------
20 select metabib.reingest_record_attributes(id)
21 from biblio.record_entry;
22 --------------------------------------------------------------------
36 Acquisitions speed improvements
37 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
38 Improvements to the rendering of the acquisitions fund selector will improve
39 the speed at which the purchase order, copy grid, PO/invoice charge creator,
40 and distribution formula editor load. These speed improvements will be most
41 noticeable for sites that use a lot of funds.
48 Differentiate Delayed vs Canceled Items
49 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
53 Canceled and delayed lineitems and copies in acquisitions are marked as
54 canceled in the database. The determining factor of whether an item is
55 delayed or canceled is the keep_debits flag on the cancel reason.
57 The changes below help to differentiate between these two closely related
58 states by improving labels in the interface and providing separate counts
59 for delayed vs. canceled.
64 * Show number canceled and number delayed in lineitem summary displays
65 ** Includes summary displays in invoices and copy grids
66 * Update stock cancel cause labels to include "Canceled:.." and
67 "Delayed:..." prefixes.
68 * When a lineitem or copy is marked as canceled, show the cancel cause
69 label in the interface instead of the bare (and misleading and non-I18N
70 friendly) string "cancelled".
71 ** Related, for non-canceled states, show a translatable string
72 representing the name of the state instead of the bare state code.
73 * Add cancel cause labels to the print PO and lineitem worksheet templates.
75 Support Cancellation of Delayed Lineitems
76 +++++++++++++++++++++++++++++++++++++++++
78 When a lineitem is marked as delayed (canceled with keep_debits == true),
79 allow staff to cancel the lineitem again in the ACQ PO/Picklist interface.
80 Once a lineitem is marked as truly canceled, it cannot be canceled again.
90 Switch to XLSX format for Excel report output
91 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
92 With previous versions of Evergreen, reports generated in the Excel output
93 were limited to a maximum of 64,000 rows. This was a limitation due to the
94 Excel format ".xls". Now, new report outputs for Excel will use format ".xlsx"
95 which allows for much larger report output rows.
103 Users may now view and edit existing reports.
105 With each report in the Reports folder view there are two new links,
106 one for viewing (read-only) and one for editing. After changing a
107 report, the user has the option to save the modified report
108 or create a new report with the new values, in effect cloning
111 When saving a changed report, if a pending report run exists, the user
112 will be warned of this and asked if they would prefer to modify the
113 scheduled report or to instead save the changed values as a new
114 report, leaving the original report intact.
119 Reports Documentation Links and Hints
120 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
121 * Report templates support a new External URL field, which may
122 contain a link to template-specific, local documentation.
124 ** When set, a link to the external documentation will be
125 displayed in a new column in the template list and within
128 ** URL's are set in the 'Documentation URL' entry.
130 * Template display fields and filters support a new Field Hint
131 value. When set, hints are displayed in the report editor.
133 ** Values are set via the 'Change Field Hint' option along
134 the bottom of the template editor.
141 Secondary Permission Groups
142 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
144 Secondary permission groups, available through the patron editor, allow admins
145 to add supplemental permission groups to staff accounts. The
146 *CREATE_USER_GROUP_LINK* and *REMOVE_USER_GROUP_LINK* permissions are required
147 to display and use this feature.
149 <<secondaryperms, View Documentation>>.
161 TPAC Copy View/Edit Links
162 ^^^^^^^^^^^^^^^^^^^^^^^^^
163 Adds 'view' and 'edit' links next to each copy in the TPAC record
164 details copy grid when viewed from within the staff client. The 'edit'
165 link only appears when the authenticated user has permission to edit the
168 Both links open new tabs. When the 'edit' link used, the 'Unified
169 Volume/Item Creator/Editor' org unit setting is inspected to determine
170 which style of copy edit interface to display.
175 Display "Imported As" in Vandelay Queue
176 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
177 This simple new feature appears within the Cataloging *MARC Batch
178 Import/Export* screens. When viewing the contents of a Vandelay queue,
179 for example when inspecting a queue or right after bib imports, there is
180 a new column displayed called _Imported As_. This new column displays the
181 record ID, also known as the bib number, of the bib records currently
182 listed in the queue. If the bib records listed in the queue have not been
183 imported yet, this column is blank until the queued records are imported.
184 After import the queued records will display the assigned record ID for
193 New command line options were added to marc_stream_importer.pl for
194 passing additional Vandelay import flags. Prior to this change, only
195 auto-overlay-exact was supported.
199 * --auto-overlay-exact
200 ** Overlay/merge on exact 901c matches
201 * --auto-overlay-1match
202 ** Overlay/merge when exactly one match is found
203 * --auto-overlay-best-match
204 ** Overlay/merge on best match
206 ** Import when no match is found
208 Like Vandelay, these options can be combined.
213 Monograph Part Merging
214 ^^^^^^^^^^^^^^^^^^^^^^
216 The monograph part list for a bibliographic record may, over time, diverge from the
217 proscribed format, resulting in multiple labels for what are essentially the same
218 item. For instance, ``++Vol.{nbsp}1++'' may have variants like ``++V.1++'', ``++Vol{nbsp}1++'', or ``++{nbsp}Vol.{nbsp}1++'' (leading space).
219 This feature will allow catalog staff to collapse the variants into one value.
221 In the Monograph Parts display:
223 . Click the checkbox for all items you wish to merge including the one you wish to prevail when done.
224 . Click on the ``Merge Selected'' button. A pop-up window will list the selected items in
225 a monospaced font, with blanks represented by a middle-dot character for more visibility.
226 . Click on the item you wish to prevail.
228 The undesired part labels will be deleted, and any copies that previously used those labels will
229 now use the prevailing label.
239 Change to Holds Shelf Expire Report
240 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
242 When limiting to Clearable Holds in the Browse Holds Shelf interface, the
243 system will no longer display and clear holds expiring today. Instead, it will
244 look for holds that expired before today.
249 Support holds targeting and fullfillment of precats for ILL
250 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
251 Adds support for holds targeting and fullfillment of copy-level holds on
252 pre-cat records. This feature makes integration with FulfILLment, NCIP and
253 other ILL mediators easier because pre-cat copies can sucessfully be used for
260 Support for a Lost and Paid Status
261 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
262 This feature supports a new, optional, _Lost and Paid_ status that can be used
263 by sites that want to distinguish between lost items with outstanding bills and
264 those that have been fully paid. A site may want to make this distinction to
265 set different OPAC visibility or holdability rules for these items.
267 If enabled, when a lost item is fully paid, the copy's status will automatially
268 change to _Lost and Paid_.
270 New setting available via the Library Settings Editor
271 ++++++++++++++++++++++++++++++++++++++++++++++++++++++
272 - Use Lost and Paid copy status (circ.use_lost_paid_copy_status)
282 Added Content by Record ID
283 ^^^^^^^^^^^^^^^^^^^^^^^^^^
285 The Template Toolkit OPAC will now load all Added Content by the Record ID, not
286 just jacket images. This will allow added content providers that support it to
287 load additional content by other identifiers.
292 Content Cafe Added Content Update
293 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
294 The OpenILS::WWW::AddedContent::ContentCafe provider has been updated to use the
295 newer Content Cafe 2 API in full. With this update the ability to load content
296 based on ISBN or UPC is now enabled.
301 With the updated code the option for displaying a "No Image" image or a 1x1
302 pixel image is no longer available. Instead the Apache-level "blank image" rules
303 will trigger when no image is available. The configuration option controlling
304 this behavior can thus be removed from opensrf.xml entirely.
309 By default the module will prefer ISBNs over UPCs, but will request information
310 for both. If you wish for UPCs to be preferred, or wish one of the two
311 identifier types to not be considered at all, you can change the
312 "identifier_order" option in opensrf.xml. When the option is present only the
313 identifier(s) listed will be sent.
318 More RDA 264 tag support
319 ^^^^^^^^^^^^^^^^^^^^^^^^
321 The OPAC now displays RDA bib tag 264 information for Producer, Distributor,
322 Manufacturer, and Copyright within a full bib record’s summary. This is in
323 addition to the RDA bib tag 264 publisher information, indicator 2 equal
324 to 1, that was already being displayed in previous versions of Evergreen.
325 The OPAC full bib view also now contains the Schema.org copyrightYear value.
327 Additionally, this information is now available in search results as well
328 when viewing more details.
335 A http://www.sitemaps.org[sitemap] directs search engines to the pages of
336 interest in a web site so that the search engines can intelligently crawl
337 your site. In the case of Evergreen, the primary pages of interest are the
338 bibliographic record detail pages.
340 The sitemap generator script creates sitemaps that adhere to the
341 http://sitemaps.org specification, including:
343 * limiting the number of URLs per sitemap file to no more than 50,000 URLs;
344 * providing the date that the bibliographic record was last edited, so
345 that once a search engine has crawled all of your sites' record detail pages,
346 it only has to reindex those pages that are new or have changed since the last
348 * generating a sitemap index file that points to each of the sitemap files.
350 Running the sitemap generator
351 +++++++++++++++++++++++++++++
352 The `sitemap_generator` script must be invoked with the following argument:
354 * `--lib-hostname`: specifies the hostname for the catalog (for example,
355 `--lib-hostname https://catalog.example.com`); all URLs will be generated
356 appended to this hostname
358 Therefore, the following arguments are useful for generating multiple sitemaps
359 per Evergreen instance:
361 * `--lib-shortname`: limit the list of record URLs to those which have copies
362 owned by the designated library or any of its children;
363 * `--prefix`: provides a prefix for the sitemap index file names
365 Other options enable you to override the OpenSRF configuration file and the
366 database connection credentials, but the default settings are generally fine.
368 Note that on very large Evergreen instances, sitemaps can consume hundreds of
369 megabytes of disk space, so ensure that your Evergreen instance has enough room
370 before running the script.
374 To enable search engines to maintain a fresh index of your bibliographic
375 records, you may want to include the script in your cron jobs on a nightly or
378 Sitemap files are generated in the same directory from which the script is
379 invoked, so a cron entry will look something like:
381 ------------------------------------------------------------------------
382 12 2 * * * cd /openils/var/web && /openils/bin/sitemap_generator
383 ------------------------------------------------------------------------
389 The Evergreen project would like to acknowledge the following
390 organizations who commissioned developments in this release of
395 We would also like to thank the following individuals who contributed
396 code and documentations patches to this release of Evergreen:
400 We also thank the following organizations whose employees contributed
405 We regret any omissions. If a contributor has been inadvertantly
406 missed, please open a bug at http://bugs.launchpad.net/evergreen/