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 many 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/Selection List 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 that has a pending run, 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 The patron registration/edit screen now has an interface for adding
145 secondary permission groups (profiles) to a user account. This gives
146 library staff the ability to assign sets of permissions from multiple
147 permission groups to a single user. For example, if you have a
148 cataloger who also does acquisitions, and you have separate permission
149 groups for Catalogers and Acquisitions, the new UI allows you to add
150 acquisitions as a secondary perm group on the cataloger's account, thus
151 granting all Acquisitions permissions to that user without changing the
152 user's primary profile group.
154 Library staff require the *CREATE_USER_GROUP_LINK* and
155 *REMOVE_USER_GROUP_LINK* permissions (which already exist in Evergreen) in order
156 to add or remove a user's secondary permission groups.
168 TPAC Copy View/Edit Links
169 ^^^^^^^^^^^^^^^^^^^^^^^^^
170 Adds 'view' and 'edit' links next to each copy in the TPAC record
171 details copy grid when viewed from within the staff client. The 'edit'
172 link only appears when the authenticated user has permission to edit the
175 Both links open new tabs. When the 'edit' link is used, the 'Unified
176 Volume/Item Creator/Editor' org unit setting is inspected to determine
177 which style of copy edit interface to display. When the 'view' link is used,
178 the copy details display in the Item Status screen.
183 Display "Imported As" in Vandelay Queue
184 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
185 This simple new feature appears within the Cataloging *MARC Batch
186 Import/Export* screens. When viewing the contents of a Vandelay queue,
187 for example when inspecting a queue or right after bib imports, there is
188 a new column called _Imported As_. This new column displays the
189 record ID, also known as the bib number, of the bib records currently
190 listed in the queue. If the bib records listed in the queue have not been
191 imported yet, this column is blank until the queued records are imported.
192 After import the queued records will display the assigned record ID for
201 New command line options were added to marc_stream_importer.pl for
202 passing additional Vandelay import flags. Prior to this change, only
203 auto-overlay-exact was supported.
207 * --auto-overlay-exact
208 ** Overlay/merge on exact 901c matches
209 * --auto-overlay-1match
210 ** Overlay/merge when exactly one match is found
211 * --auto-overlay-best-match
212 ** Overlay/merge on best match
214 ** Import when no match is found
216 Like Vandelay, these options can be combined.
221 Monograph Part Merging
222 ^^^^^^^^^^^^^^^^^^^^^^
224 The monograph part list for a bibliographic record may, over time, diverge from
225 the proscribed format, resulting in multiple labels for what are essentially the
226 same item. For instance, ``++Vol.{nbsp}1++'' may have variants like
227 ``++V.1++'', ``++Vol{nbsp}1++'', or ``++{nbsp}Vol.{nbsp}1++'' (leading space).
228 This feature will allow cataloging staff to collapse the variants into one
238 Change to Holds Shelf Expire Report
239 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
241 When limiting to Clearable Holds in the Browse Holds Shelf interface, the
242 system will no longer display and clear holds expiring today. Instead, it will
243 look for holds that expired before today.
248 Support holds targeting and fulfillment of precats for ILL
249 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
250 Adds support for holds targeting and fulfillment of copy-level holds on
251 pre-cat records. This feature makes integration with FulfILLment, NCIP and
252 other ILL mediators easier because pre-cat copies can successfully be used for
259 Support for a Lost and Paid Status
260 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
261 This feature supports a new, optional, _Lost and Paid_ status that can be used
262 by sites that want to distinguish between lost items with outstanding bills and
263 those that have been fully paid. A site may want to make this distinction to
264 set different OPAC visibility or holdability rules for these items.
266 If enabled, when a lost item is fully paid, the copy's status will automatically
267 change to _Lost and Paid_.
269 New setting available via the Library Settings Editor
270 ++++++++++++++++++++++++++++++++++++++++++++++++++++++
271 - Use Lost and Paid copy status (circ.use_lost_paid_copy_status)
281 Added Content by Record ID
282 ^^^^^^^^^^^^^^^^^^^^^^^^^^
284 The Template Toolkit OPAC will now load all Added Content by the Record ID, not
285 just jacket images. This will allow added content providers that support it to
286 load additional content by other identifiers.
291 Content Cafe Added Content Update
292 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
293 The OpenILS::WWW::AddedContent::ContentCafe provider has been updated to use the
294 newer Content Cafe 2 API in full. With this update the ability to load content
295 based on ISBN or UPC is now enabled.
300 With the updated code the option for displaying a "No Image" image or a 1x1
301 pixel image is no longer available. Instead the Apache-level "blank image" rules
302 will trigger when no image is available. The configuration option controlling
303 this behavior can thus be removed from opensrf.xml entirely.
308 By default the module will prefer ISBNs over UPCs, but will request information
309 for both. If you wish for UPCs to be preferred, or wish one of the two
310 identifier types to not be considered at all, you can change the
311 "identifier_order" option in opensrf.xml. When the option is present only the
312 identifier(s) listed will be sent.
317 More RDA 264 tag support
318 ^^^^^^^^^^^^^^^^^^^^^^^^
320 The OPAC now displays RDA bib tag 264 information for Producer, Distributor,
321 Manufacturer, and Copyright within a full bib record’s summary. This is in
322 addition to the RDA bib tag 264 publisher information, indicator 2 equal
323 to 1, that was already being displayed in previous versions of Evergreen.
324 The OPAC full bib view also now contains the Schema.org copyrightYear value.
326 Additionally, this information is now available in search results as well
327 when viewing more details.
334 A http://www.sitemaps.org[sitemap] directs search engines to the pages of
335 interest in a web site so that the search engines can intelligently crawl
336 your site. In the case of Evergreen, the primary pages of interest are the
337 bibliographic record detail pages.
339 The sitemap generator script creates sitemaps that adhere to the
340 http://sitemaps.org specification, including:
342 * limiting the number of URLs per sitemap file to no more than 50,000 URLs;
343 * providing the date that the bibliographic record was last edited, so
344 that once a search engine has crawled all of your sites' record detail pages,
345 it only has to reindex those pages that are new or have changed since the last
347 * generating a sitemap index file that points to each of the sitemap files.
353 The Evergreen project would like to acknowledge the following
354 organizations who commissioned developments in this release of
357 * Central/Western Massachusetts Automated Resource Sharing
358 * Massachusetts Library Network Cooperative
359 * North of Boston Library Exchange
361 We would also like to thank the following individuals who contributed
362 code and documentations patches to this release of Evergreen:
394 We also thank the following organizations whose employees contributed
397 * Berklee College of Music
399 * British Columbia Libraries Cooperative
401 * Catalyst IT Services
402 * Central/Western Massachusetts Automated Resource Sharing
403 * Equinox Software, Inc.
404 * Georgia Public Library Service
405 * Lake Agassiz Regional Library
406 * Laurentian University
407 * Massachusetts Library Network Cooperative
408 * Merrimack Valley Library Consortium
411 * North of Boston Library Exchange
412 * St. Louis Christian College
413 * Traverse Area District Library
415 We regret any omissions. If a contributor has been inadvertently
416 missed, please open a bug at http://bugs.launchpad.net/evergreen/