1 Evergreen 2.8 Release Notes
2 =============================
7 This release contains several bugfixes improving on Evergreen 2.8.1
12 * Fixes an issue where a double-scan at checkin causes two holds to capture for
14 * In patron registration, fixes a broken link in the alert informing staff that
15 a patron with the same name already exists.
16 * Fixes an issue where fully-paid long overdue items still appeared in the
17 Other/Special Circulations window.
18 * Fixes an error that appeared when staff tried to renew lost, claims returned
20 * Fixes a "Return to Record" link on the call number texting confirmation
21 screen. The link previously broke in cases when the user was prompted to
22 authenticate before texting.
23 * Removes long overdue circs from the total items out count in My Account.
28 * Changes the behavior of the "Add Rows" link on the advanced search screen
29 so that it no longer opens duplicate rows.
30 * Removes the Bib Call Number from the query type selector.
31 * Removes publication-specific information from a metarecord search results
33 * Prevents the "you have permission to override some of the failed holds"
34 message from appearing when the user does not have permission to override holds.* Removes a stray semicolon that was appearing in browse search entries.
39 * Prevents security warnings in the staff client when Google Analytics is
40 enabled in the catalog.
41 * Adds scrollbars when necessary to the item status alternate view tab.
46 * Fixes an issue where strings with apostrophes could no longer be used to
52 * Creates a script allowing EDI Ruby dependency installation on Ubuntu 14.04.
53 * Fixes compatibility issues with Debian Jessie.
54 * Removes "Safe" CPAN dependency from Debian/Ubuntu Makefile.install files.
55 * Removes the ability for staff to edit their own user accounts.
56 * Adds an index on authority.simple_heading.record so that full table scans
57 aren't needed during authority record reingest.
61 This release contains several bugfixes improving on Evergreen 2.8.0.
66 * Fixes an issue where direct charges were not disencumbered when the charge
67 was removed from the PO or the PO was canceled.
68 * Fixes an issue where direct charges were not calculated in the PO estimated price.
69 * Refreshes the PO summary ammounts (spent, encumbered, estimated) each time
70 an amount-changing event occurs.
72 Patron message center fixes and improvements
73 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
75 * Fixes an issue where the user didn't receive an ackowledgement after
77 * Displays the unread message count in the page title for increased visibility.
78 * Repositions the patron messages link to the dashboard button bar.
79 * For messages that originate from public notes, adjusts the sending library to be the workstation library, not the home library of the note creator.
80 * Improves styling for messages by using pre-wrap, which allows longer messages
82 * Fixes an issue where users already viewing a message cannot return to the message list by clicking on the 'Message" button in the patron dashboard.
87 * Fixes an issue where payment for a lost-then-returned item was not applied to overdues.
88 * Fixes an issue where overdue fines could be doubled if both
89 restore-overdue-on-lost-return and generate-new-overdues-on-lost-return
92 Clear hold shelf checkin modifier fix
93 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
94 Fixes a network error that occurred when using the Clear Hold Shelf checkin modifier.
96 Fix Crash in Collections User Balance Summary
97 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
98 Previously a patron in collections that paid off all transactions would cause a
99 crash and stop processing any balance summary file that they are supposed to
100 appear in. Now user balance summaries can be created in full even if some users
103 Remove the ‡biblios.net Z39.50 target from seed data
104 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
105 The Z39.50 target at z3950.biblios.net/bibliographic has not worked
106 for years, so its service definition is no longer provided in the
107 seed data for new installations of Evergreen.
109 Users of existing Evergreen systems should consider removing
110 the Z39.50 definition for ‡biblios.net. This can be done from
111 Admin | Server Administration | Z39.50 Servers in the staff
114 Set resource limits for Clark Kent
115 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
116 Several parameters are now available for the reporter daemon process
117 (`clark-kent.pl`) to control resource usage. These can be used to
118 reduce the chances that a malformed report can cause indigestion
119 on a database or reports server. The new parameters, which can be
120 set in `opensrf.xml` or as command-line switches for `clark-kent.pl` are
122 * `//reporter/setup/statement_timeout` / `--statement-timeout`
124 Number of minutes to allow a report's underlying SQL query
125 to run before it gets cancelled. Default value is
126 60 minutes. If a report's query gets cancelled, the
127 error_text value will be set to a valid that indicates that
128 the allowed time was exceeded.
130 * `//reporter/setup/max_rows_for_charts` / `--max-rows-for-charts`
132 Number of rows permitted in the query's output before
133 Clark Kent refuses to attempt to draw a graph. Default
136 * `//reporter/setup/resultset_limit` / `--resultset-limit`
138 If set, truncates the report's output to the specified
139 number of hits. Note that it will not be apparent
140 to a staff user if the report's output has been
141 truncated. Default value is unlimited.
143 The report concurrency (i.e., the number of reports that Clark
144 Kent will run in parallel) can now also be controlled via
145 the `opensrf.xml` setting `//reporter/setup/parallel`.
147 Install purge_pending_users.srfsh to /openils/bin by default
148 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
150 Since purge_pending_users.srfsh is in the example crontab, it should
151 be installed to the Evergreen binaries directory (typically /openils/bin)
155 Evergreen 2.8.0 Release Notes
156 =============================
170 ==== Duplicate Order Detection Improvements ====
172 Provides tools to make it more clear to staff when a purchase order or
173 items on an order have been ordered before.
175 ===== Prevent Duplicate PO Names =====
177 Staff now have the option to specify a PO name during PO creation.
178 If the selected name is already in use by another PO at or below
179 the ordering agency for the PO, the user is warned, the save/submit
180 operations are disabled, and a link to the existing PO is display. The
181 link opens the related PO in a new tab when clicked.
183 Selecting a name which is not yet used or clearing the name field
184 (which defaults upon creation to the PO ID) will clear the warning and
185 re-enable the submit/save operation.
187 Similarly, when editing a PO, if the user attempts to use a name already
188 used, the user will be warned and a link to the offending PO will be
191 ===== Show Existing Copies =====
193 In the select list and PO view interfaces, beside the lineitem ID #, we
194 now also display the number of catalog copies already owned at or below
195 the ordering agency for the bib record in question.
197 The count does not include copies linked to the lineitem in question
198 nor does it include copies that are in some form of lost, missing, or
201 ==== Sticky Org Unit Selector ====
203 The Context Org Unit Selector on the Funds screen will now remember and default
204 to the most-recently selected org unit. On first use, the selector will
205 continue to default to the workstation org unit.
211 Apache Access Handler: OpenILS::WWW::AccessHandler
212 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
213 This Perl module is intended for limiting patron access to configured locations
214 in Apache. These locations could be folder trees, static files, non-Evergreen
215 dynamic content, or other Apache features/modules. It is intended as a more
216 patron-oriented and transparent version of the OpenILS::WWW::Proxy and
217 OpenILS::WWW:Proxy::Authen modules.
219 Instead of using Basic Authentication the AccessHandler module instead redirects
220 to the OPAC for login. Once logged in additional checks can be performed, based
221 on configured variables:
223 * Permission Checks (at Home OU or specified location)
224 * Home OU Checks (Org Unit or Descendant)
225 * "Good standing" Checks (Not Inactive or Barred)
227 As the AccessHandler module does not actually serve the content it is
228 protecting, but instead merely hands control back to Apache when it is done
229 authenticating, you can protect almost anything you can serve with Apache.
233 The general use of this module is to protect access to something else.
234 Here are some examples of what you can protect:
237 ** Automatic Directory Indexes
239 *** Electronic Databases
240 *** Software on other servers/ports
241 * Non-Evergreen software
242 ** Timekeeping software for staff
243 ** Specialized patron request packages
244 * Static files and folders
245 ** Semi-public Patron resources
246 ** Staff-only downloads
249 Deleted flag for copy locations
250 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
251 A deleted flag is now available for copy locations, allowing them to be
252 "deleted" without losing statistical information for circulations in a given
253 copy location. It also allows copy locations that are only used by deleted
256 When a copy location is deleted, it will remain in the database, but will be
257 removed from display in the staff client and the catalog.
263 New TPAC config option: Show more details
264 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
265 There is a new option for TPAC to show more details by default.
267 The option to show full details as a default may be especially
268 important for e-content. Valid values are 'true', 'false' and 'hide'.
270 Setting this to 'true' shows full details by default but allows the link
271 to appear for 'Show Fewer Details'. The 'hide' option shows full details
272 and also suppresses the link from displaying at all.
274 Look for "show_more_details.default" in config.tt2.
284 ==== Vandelay Authority Record Match Sets ====
286 Vandelay MARC Batch Import/Export now supports match sets for authority
287 record import matching. Matches can be made against MARC tag/subfield
288 entries and against a record's normalized heading + thesaurus. Internal
289 identifier (901c) matches are also supported.
291 ===== UI Modifications =====
293 * Authority matches display the normalized heading/thesuarus for each
295 * Item import summary is not displayed for authority queues, since
296 items cannot be imported with authority records.
307 Active date display in OPAC
308 ^^^^^^^^^^^^^^^^^^^^^^^^^^^
309 If a library uses the copy's active date to calculate holds age protection,
310 the active date will display with the copy details instead of the create date
311 in the staff client view of the catalog. Libraries that do not enable the
312 _Use Active Date for Age Protection_ library setting will continue to display
318 Option to stop billing activity on zero-balance billed transactions
319 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
320 A new setting is available via the Library Settings Editor to stop any billing
321 activity on fully-paid lost or longoverdue transactions. When the _Do not
322 change fines/fees on zero-balance LOST transaction_ setting is enabled, once a
323 lost of long overdue transaction
324 has been fully paid, no more lost fees will be voided or overdue fines restored
325 or generated if the item is returned. The setting will reduce, though not
326 eliminate, negative balances in the system.
330 * 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
331 fines/fees have been completely paid on the transaction, do not void or
332 reinstate any fines/fees EVEN IF circ.void_lost_on_checkin and/or
333 circ.void_lost_proc_fee_on_checkin are enabled.
338 Patron Message Center
339 ^^^^^^^^^^^^^^^^^^^^^
340 There is now a new mechanism via which messages can be sent to
341 patrons for them to read while logged into the public catalog.
343 Patron messages can be generated in two ways: when a new public
344 note is added to the patron's record, and when an A/T event
345 that is configured to generate messages is processed. Three
346 new default A/T event definitions are added to generate
347 patron messages when a hold is canceled due to lack of a target,
348 staff action, or the item expiring on the shelf.
350 In the public catalog, patrons can read their messages, mark
351 one or more messages as read or unread, or delete messages that
352 they do not want to see again. The XUL staff client has a new
353 menu option on the patron display, "Message Center", that allows
354 staff to view messages. Messages are intentionally not meant
355 to be editable by patrons or library staff.
357 During upgrade, existing public patron notes that are marked
358 public are copied over as new patron messages that are marked
361 There are four new fields available in the A/T event definition:
365 * Message Library Path
368 If these four fields are set, when the A/T event is processed,
369 a message is generated in addition to whatever reactor is
370 specified by the event definition. This means that, for example,
371 an email overdue notice can also generate a message that the
372 patron can view in the public catalog.
377 Void Lost and Long Overdue Bills on Claims Returned
378 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
379 Four new settings have been added to allow sites to void lost item and long
380 overdue billings and processing fees when an item is marked as Claims Returned.
384 * Void lost item billing when claims returned (circ.void_lost_on_claimsreturned)
385 * Void lost item processing fee when claims returned (circ.void_lost_proc_fee_on_claimsreturned)
386 * Void long overdue item billing when claims returned (circ.void_longoverdue_on_claimsreturned)
387 * Void long overdue item processing fee when claims returned (circ.void_longoverdue_proc_fee_on_claimsreturned)
391 Staff option to place another hold on same title
392 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
393 When a hold is successful in the client, staff will now see a link
394 to place another hold on the same title. This link provides some workflow
395 improvement for times when staff are placing holds for multiple patrons on a
396 newly-added title or when they are placing holds for book clubs.
405 TPAC Discoverability Enhancements
406 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
408 A number of discoverability enhancements have been made to the catalog
409 to better support search engines:
411 * Titles of catalog pages now follow a "Page title - Library name" pattern
412 to provide more specific titles in search results, bookmarks, and browser
414 * The OpenSearch title now specifies the library name instead of the generic
415 "Evergreen OpenSearch" at every scope.
416 * Subject headings are now exposed as http://schema.org/about[schema:about]
417 properties instead of http://schema.org/keyword[schema:keyword].
418 * Electronic resources are now assigned a http://schema.org/url[schema:url]
419 property, and any notes or link text are assigned a
420 http://schema.org/description[schema:description] property.
421 * Given a Library of Congress relator code for 1xx and 7xx fields, we now
422 surface the URL for that relator code along with
423 the http://schema.org/contributor[schema:contributor] property to give
424 machines a better chance of understanding how the person or organization
425 actually contributed to this work.
426 * Linking out to related records:
427 ** Given an LCCN (010 field), we link to the corresponding Library of Congress
428 record using http://schema.org/sameAs[schema:sameAs].
429 ** Given an OCLC number (035 field, subfield `a` beginning with `(OCoLC)`), we
430 link to the corresponding WorldCat record using
431 http://schema.org/sameAs[schema:sameAs].
432 ** Given a URI (024 field, subfield 2 = `'uri'`), we link to the
433 corresponding OCLC Work Entity record using
434 http://schema.org/exampleOfWork[schema:exampleOfWork].
435 * The sitemap generator script now includes located URIs as well as copies
436 listed in the `asset.opac_visible_copies` materialized view, and checks
437 the children or ancestors of the requested libraries for holdings as well.
438 * Links that robots should not crawl, such as search result links, are now
439 marked with the https://support.google.com/webmasters/answer/96569?hl=en[@rel="nofollow"]
441 * Catalog pages for record details and for library descriptions now express
442 a https://support.google.com/webmasters/answer/139066?hl=en[@rel="canonical"]
443 link to simplify the number of variations of page URLs that could otherwise
444 have been derived from different search parameters.
445 * Catalog pages that do not exist now return a proper 404 "HTTP_NOT_FOUND"
446 HTTP status code, and record detail pages for records that have been deleted
447 now return a proper 410 "HTTP_GONE" HTTP status code, instead of returning a
448 misleading 200 "OK" HTTP status code.
449 * Record detail and library pages now include http://ogp.me/[Open Graph Protocol]
455 Add new link to My Lists in My Account
456 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
457 There is now a direct link to "My Lists" from the "My Account" area in the
458 top upper-right part of the screen. This gives users the ability to quickly
459 access their lists while logged into the catalog.
464 The record summary page will now offer a link to a shorter permalink that
465 can be used for sharing the record with others. All URL parameters are stripped
466 from the link with the exception of the locg and copy_depth parameters. Those
467 parameters are maintained so that people can share a link that displays just
468 the holdings from one library/system or displays holdings from all libraries
469 with a specific library's holdings floating to the top.
473 Removal of Bib Call Number Search
474 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
475 The Bib Call Number Search has been removed as a default numeric search in
476 the catalog. Evergreen sites that wish to restore this search to the catalog
477 can add the following to the numeric_qtype menu in the numeric.tt2 file.
480 <option value="identifier|bibcn">[% l('Bib Call Number') %]</option>
486 Improved styling on Text call number screen
487 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
488 New styling on the _Text call number_ screen has added highlighting to the
489 displayed message, makes the font consistent with other text on the screen, and
490 displays better on mobile devices.
498 IMPORTANT SECURITY INFORMATION
499 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
500 A serious security flaw that allows unauthorized remote access to
501 organizational unit settings is fixed in the following releases of
502 Evergreen: 2.5.9, 2.6.7, and 2.7.4. All prior releases of Evergreen
503 are vulnerable to exploitation of this flaw to reveal sensitive system
504 information. If you are running a vulnerable release of Evergreen you
505 are *strongly* encouraged to upgrade to a non-vulnerable release as
511 The Evergreen project would like to acknowledge the following
512 organizations who commissioned developments in this release of
515 * Central/Western Massachusetts Automated Resource Sharing
516 * Georgia Public Library Service
517 * Massachusetts Library Network Cooperative
520 We would also like to thank the following individuals who contributed
521 code and documentations patches to this release of Evergreen:
544 We also thank the following organizations whose employees contributed
547 * Berklee College of Music
549 * British Columbia Libraries Cooperative
551 * Emerald Data Networks, Inc.
552 * Equinox Software, Inc.
553 * Indiana State Library
554 * King County Library System
555 * Laurentian University
556 * Lake Agassiz Regional Library
557 * Massachusetts Library Network Cooperative
558 * Merrimack Valley Library Consortium
559 * North of Boston Library Exchange
560 * Pohjois-Karjalan Tietotekniikkakeskus Oy
562 * University of Windsor
564 We regret any omissions. If a contributor has been inadvertantly
565 missed, please open a bug at http://bugs.launchpad.net/evergreen/