1 Evergreen 2.8 Release Notes
2 ===========================
16 ==== Duplicate Order Detection Improvements ====
18 Provides tools to make it more clear to staff when a purchase order or
19 items on an order have been ordered before.
21 ===== Prevent Duplicate PO Names =====
23 Staff now have the option to specify a PO name during PO creation.
24 If the selected name is already in use by another PO at or below
25 the ordering agency for the PO, the user is warned, the save/submit
26 operations are disabled, and a link to the existing PO is display. The
27 link opens the related PO in a new tab when clicked.
29 Selecting a name which is not yet used or clearing the name field
30 (which defaults upon creation to the PO ID) will clear the warning and
31 re-enable the submit/save operation.
33 Similarly, when editing a PO, if the user attempts to use a name already
34 used, the user will be warned and a link to the offending PO will be
37 ===== Show Existing Copies =====
39 In the select list and PO view interfaces, beside the lineitem ID #, we
40 now also display the number of catalog copies already owned at or below
41 the ordering agency for the bib record in question.
43 The count does not include copies linked to the lineitem in question
44 nor does it include copies that are in some form of lost, missing, or
47 ==== Sticky Org Unit Selector ====
49 The Context Org Unit Selector on the Funds screen will now remember and default
50 to the most-recently selected org unit. On first use, the selector will
51 continue to default to the workstation org unit.
57 Apache Access Handler: OpenILS::WWW::AccessHandler
58 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
59 This Perl module is intended for limiting patron access to configured locations
60 in Apache. These locations could be folder trees, static files, non-Evergreen
61 dynamic content, or other Apache features/modules. It is intended as a more
62 patron-oriented and transparent version of the OpenILS::WWW::Proxy and
63 OpenILS::WWW:Proxy::Authen modules.
65 Instead of using Basic Authentication the AccessHandler module instead redirects
66 to the OPAC for login. Once logged in additional checks can be performed, based
67 on configured variables:
69 * Permission Checks (at Home OU or specified location)
70 * Home OU Checks (Org Unit or Descendant)
71 * "Good standing" Checks (Not Inactive or Barred)
73 As the AccessHandler module does not actually serve the content it is
74 protecting, but instead merely hands control back to Apache when it is done
75 authenticating, you can protect almost anything you can serve with Apache.
79 The general use of this module is to protect access to something else.
80 Here are some examples of what you can protect:
83 ** Automatic Directory Indexes
85 *** Electronic Databases
86 *** Software on other servers/ports
87 * Non-Evergreen software
88 ** Timekeeping software for staff
89 ** Specialized patron request packages
90 * Static files and folders
91 ** Semi-public Patron resources
92 ** Staff-only downloads
95 Deleted flag for copy locations
96 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
97 A deleted flag is now available for copy locations, allowing them to be
98 "deleted" without losing statistical information for circulations in a given
99 copy location. It also allows copy locations that are only used by deleted
102 When a copy location is deleted, it will remain in the database, but will be
103 removed from display in the staff client and the catalog.
109 New TPAC config option: Show more details
110 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
111 There is a new option for TPAC to show more details by default.
113 The option to show full details as a default may be especially
114 important for e-content. Valid values are 'true', 'false' and 'hide'.
116 Setting this to 'true' shows full details by default but allows the link
117 to appear for 'Show Fewer Details'. The 'hide' option shows full details
118 and also suppresses the link from displaying at all.
120 Look for "show_more_details.default" in config.tt2.
130 ==== Vandelay Authority Record Match Sets ====
132 Vandelay MARC Batch Import/Export now supports match sets for authority
133 record import matching. Matches can be made against MARC tag/subfield
134 entries and against a record's normalized heading + thesaurus. Internal
135 identifier (901c) matches are also supported.
137 ===== UI Modifications =====
139 * Authority matches display the normalized heading/thesuarus for each
141 * Item import summary is not displayed for authority queues, since
142 items cannot be imported with authority records.
153 Active date display in OPAC
154 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
155 If a library uses the copy's active date to calculate holds age protection,
156 the active date will display with the copy details instead of the create date
157 in the staff client view of the catalog. Libraries that do not enable the
158 _Use Active Date for Age Protection_ library setting will continue to display
164 Option to stop billing activity on zero-balance billed transactions
165 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
166 A new setting is available via the Library Settings Editor to stop any billing
167 activity on fully-paid lost or longoverdue transactions. When the _Do not
168 change fines/fees on zero-balance LOST transaction_ setting is enabled, once a
169 lost of long overdue transaction
170 has been fully paid, no more lost fees will be voided or overdue fines restored
171 or generated if the item is returned. The setting will reduce, though not
172 eliminate, negative balances in the system.
176 * Do not change fines/fees on zero-balance LOST transaction (circ.checkin.lost_zero_balance.do_not_change') - When an item has been marked lost and all
177 fines/fees have been completely paid on the transaction, do not void or
178 reinstate any fines/fees EVEN IF circ.void_lost_on_checkin and/or
179 circ.void_lost_proc_fee_on_checkin are enabled.
184 Patron Message Center
185 ^^^^^^^^^^^^^^^^^^^^^
186 There is now a new mechanism via which messages can be sent to
187 patrons for them to read while logged into the public catalog.
189 Patron messages can be generated in two ways: when a new public
190 note is added to the patron's record, and when an A/T event
191 that is configured to generate messages is processed. Three
192 new default A/T event definitions are added to generate
193 patron messages when a hold is canceled due to lack of a target,
194 staff action, or the item expiring on the shelf.
196 In the public catalog, patrons can read their messages, mark
197 one or more messages as read or unread, or delete messages that
198 they do not want to see again. The XUL staff client has a new
199 menu option on the patron display, "Message Center", that allows
200 staff to view messages. Messages are intentionally not meant
201 to be editable by patrons or library staff.
203 During upgrade, existing public patron notes that are marked
204 public are copied over as new patron messages that are marked
207 There are four new fields available in the A/T event definition:
211 * Message Library Path
214 If these four fields are set, when the A/T event is processed,
215 a message is generated in addition to whatever reactor is
216 specified by the event definition. This means that, for example,
217 an email overdue notice can also generate a message that the
218 patron can view in the public catalog.
223 Void Lost and Long Overdue Bills on Claims Returned
224 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
225 Four new settings have been added to allow sites to void lost item and long
226 overdue billings and processing fees when an item is marked as Claims Returned.
230 * Void lost item billing when claims returned (circ.void_lost_on_claimsreturned)
231 * Void lost item processing fee when claims returned (circ.void_lost_proc_fee_on_claimsreturned)
232 * Void long overdue item billing when claims returned (circ.void_longoverdue_on_claimsreturned)
233 * Void long overdue item processing fee when claims returned (circ.void_longoverdue_proc_fee_on_claimsreturned)
237 Staff option to place another hold on same title
238 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
239 When a hold is successful in the client, staff will now see a link
240 to place another hold on the same title. This link provides some workflow
241 improvement for times when staff are placing holds for multiple patrons on a
242 newly-added title or when they are placing holds for book clubs.
251 TPAC Discoverability Enhancements
252 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
254 A number of discoverability enhancements have been made to the catalog
255 to better support search engines:
257 * Titles of catalog pages now follow a "Page title - Library name" pattern
258 to provide more specific titles in search results, bookmarks, and browser
260 * The OpenSearch title now specifies the library name instead of the generic
261 "Evergreen OpenSearch" at every scope.
262 * Subject headings are now exposed as http://schema.org/about[schema:about]
263 properties instead of http://schema.org/keyword[schema:keyword].
264 * Electronic resources are now assigned a http://schema.org/url[schema:url]
265 property, and any notes or link text are assigned a
266 http://schema.org/description[schema:description] property.
267 * Given a Library of Congress relator code for 1xx and 7xx fields, we now
268 surface the URL for that relator code along with
269 the http://schema.org/contributor[schema:contributor] property to give
270 machines a better chance of understanding how the person or organization
271 actually contributed to this work.
272 * Linking out to related records:
273 ** Given an LCCN (010 field), we link to the corresponding Library of Congress
274 record using http://schema.org/sameAs[schema:sameAs].
275 ** Given an OCLC number (035 field, subfield `a` beginning with `(OCoLC)`), we
276 link to the corresponding WorldCat record using
277 http://schema.org/sameAs[schema:sameAs].
278 ** Given a URI (024 field, subfield 2 = `'uri'`), we link to the
279 corresponding OCLC Work Entity record using
280 http://schema.org/exampleOfWork[schema:exampleOfWork].
281 * The sitemap generator script now includes located URIs as well as copies
282 listed in the `asset.opac_visible_copies` materialized view, and checks
283 the children or ancestors of the requested libraries for holdings as well.
284 * Links that robots should not crawl, such as search result links, are now
285 marked with the https://support.google.com/webmasters/answer/96569?hl=en[@rel="nofollow"]
287 * Catalog pages for record details and for library descriptions now express
288 a https://support.google.com/webmasters/answer/139066?hl=en[@rel="canonical"]
289 link to simplify the number of variations of page URLs that could otherwise
290 have been derived from different search parameters.
291 * Catalog pages that do not exist now return a proper 404 "HTTP_NOT_FOUND"
292 HTTP status code, and record detail pages for records that have been deleted
293 now return a proper 410 "HTTP_GONE" HTTP status code, instead of returning a
294 misleading 200 "OK" HTTP status code.
295 * Record detail and library pages now include http://ogp.me/[Open Graph Protocol]
301 Add new link to My Lists in My Account
302 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
303 There is now a direct link to "My Lists" from the "My Account" area in the
304 top upper-right part of the screen. This gives users the ability to quickly
305 access their lists while logged into the catalog.
310 The record summary page will now offer a link to a shorter permalink that
311 can be used for sharing the record with others. All URL parameters are stripped
312 from the link with the exception of the locg and copy_depth parameters. Those
313 parameters are maintained so that people can share a link that displays just
314 the holdings from one library/system or displays holdings from all libraries
315 with a specific library's holdings floating to the top.
319 Removal of Bib Call Number Search
320 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
321 The Bib Call Number Search has been removed as a default numeric search in
322 the catalog. Evergreen sites that wish to restore this search to the catalog
323 can add the following to the numeric_qtype menu in the numeric.tt2 file.
326 <option value="identifier|bibcn">[% l('Bib Call Number') %]</option>
332 Improved styling on Text call number screen
333 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
334 New styling on the _Text call number_ screen has added highlighting to the
335 displayed message, makes the font consistent with other text on the screen, and
336 displays better on mobile devices.
344 IMPORTANT SECURITY INFORMATION
345 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
346 A serious security flaw that allows unauthorized remote access to
347 organizational unit settings is fixed in the following releases of
348 Evergreen: 2.5.9, 2.6.7, and 2.7.4. All prior releases of Evergreen
349 are vulnerable to exploitation of this flaw to reveal sensitive system
350 information. If you are running a vulnerable release of Evergreen you
351 are *strongly* encouraged to upgrade to a non-vulnerable release as
356 The Evergreen project would like to acknowledge the following
357 organizations who commissioned developments in this release of
360 * Central/Western Massachusetts Automated Resource Sharing
361 * Georgia Public Library Service
362 * Massachusetts Library Network Cooperative
365 We would also like to thank the following individuals who contributed
366 code and documentations patches to this release of Evergreen:
389 We also thank the following organizations whose employees contributed
392 * Berklee College of Music
394 * British Columbia Libraries Cooperative
396 * Emerald Data Networks, Inc.
397 * Equinox Software, Inc.
398 * Indiana State Library
399 * King County Library System
400 * Laurentian University
401 * Lake Agassiz Regional Library
402 * Massachusetts Library Network Cooperative
403 * Merrimack Valley Library Consortium
404 * North of Boston Library Exchange
405 * Pohjois-Karjalan Tietotekniikkakeskus Oy
407 * University of Windsor
409 We regret any omissions. If a contributor has been inadvertantly
410 missed, please open a bug at http://bugs.launchpad.net/evergreen/