1 Evergreen 2.9 Release Notes
2 ===========================
8 This release contains several bugfixes improving on Evergreen 2.9.7
10 * When adding a price to the Acquisitions Brief Record price field, it will
11 now propogate to the lineitem estimated price field.
12 * Declares UTF-8 encoding when printing from the catalog to resolve issues
13 where non_ASCII characters printed incorrectly in some browsers.
14 * Fixes an issue where the circ module sometimes skipped over booking logic
15 even when booking was running on a system.
19 We would like to thank the following individuals who contributed code,
20 testing and documentation patches to the 2.9.8 point release of
29 This release contains several bugfixes improving on Evergreen 2.9.6
31 * The claims never checked out counter on the patron record is now
32 incremented correctly when marking a lost loan as
33 claims-never-checked-out.
34 * When a transit is canceled, the copy's status is changed only
35 if its status was previously "In Transit".
36 * Retrieving records with embedded holdings via SRU and Z39.50 is now
38 * The hold status message in the public catalog now uses
40 * The error message displayed when a patron attempts to place
41 a hold but is prevented from doing so due to policy reasons
42 is now more likely to be useful
43 * The public catalog now draws the edition statement only
44 from the 250 field; it no longer tries to check the 534
46 * Embedded schema.org microdata now uses "offeredBy" rather
48 * The ContentCafe added content plugin now handles the "fake"
49 ISBNs that Baker and Taylor assigns to media items.
50 * Attempting to renew a rental or deposit item in the public
51 catalog no longer causes an internal server errorr.
52 * Various format icons now have transparent backgrounds (as opposed
54 * The staff client will no longer wait indefinitely for Novelist
55 to supply added content, improving its responsiveness.
56 * A few additional strings are now marked as translatable.
60 We would like to thank the following individuals who contributed code,
61 testing and documentation patches to the 2.9.6 point release of
68 * Blake Graham-Henderson
81 This release contains several bugfixes improving on Evergreen 2.9.5
83 * Fixes a bug where Action Triggers could select an inactive event definition
85 * Fixes an issue where previously-checked-out items did not display in
86 metarecord searches when the Tag Circulated Items Library Setting is enabled.
87 * Fixes an error that occurred when the system attempted to display a translated
88 string for the "Has Local Copy" hold placement error message.
89 * Fixes an issue where the Show More/Show Fewer Details button didn't work in
90 catalogs that default to showing more details.
91 * Removes Social Security Number as a stock patron identification type for
92 new installations. This fix does not change patron identification types for
93 existing Evergreen systems.
94 * Adds two missing link fields (patron profile and patron home library) to
95 the fm_idl.xml for the Combined Active and Aged Circulations (combcirc)
97 * Adds a performance improvement for the "Clear Holds Shelf" checkin modifier.
101 We would like to thank the following individuals who contributed
102 code, testing and documentation patches to the 2.9.6 point release of Evergreen:
115 This release contains several bugixes improving on Evergreen 2.9.4
117 * Emails sent using the Action Trigger SendEmail reactor now always MIME-encode
118 the From, To, Subject, Bcc, Cc, Reply-To, and Sender headers. As a consequence,
119 non-ASCII character in those fields are more likely to be displayed correctly
121 * Fixes the responsive view of the My Account Items Out screen so that _Title_
122 and _Author_ are now in separate columns.
123 * Fixes an incorrect link for the MVF field definition and adds a new link to
128 We would like to thank the following individuals who contributed
129 code and documentation patches to the 2.9.5 point release of Evergreen:
136 We also thank the following organizations whose employees contributed
140 * Laurentian University
142 * Pohjois-Karjalan Tietotekniikkakeskus Oy
146 This release contains several bugfixes improving on Evergreen 2.9.3
148 * Fixes a bug where phrase searching in the catalog failed when the phrase
149 started or ended with punctuation.
150 * Fixes a bug where changing the sort order in the public catalog to
151 "relevance" could fail.
152 * Fixes a bug that prevented users from recreating a monograph part that
153 had previously been deleted.
154 * Silences unnecessary warnings emitted for libraries using extending grace
156 * Removes support for Debian Squeeze now that its long-term support period
161 We would like to thank the following individuals who contributed
162 code and documentation patches to the 2.9.4 point release of Evergreen:
170 We also thank the following organizations whose employees contributed
173 * Berklee College of Music
174 * Equinox Software, Inc.
180 This release contains several bugfixes improving on Evergreen 2.9.2.
184 * Adds EDI Cancel Code 85 to the acquisitions cancel reason table.
185 * Fixes an issue where the "Expand All" button in selection lists was not
187 * Fixes an issue where deletable reasons from the acquisitions Cancel Reasons
188 table could not be deleted.
192 * Improves sorting in holdings maintenance so that copies sort first by parts
197 * Fixes an issue where the wrong last billing type and last billing note were
198 displaying for some transactions.
199 * Now calculates credit payments as integers to avoid rounding errors with
200 large sets of small billings.
201 * Fixes an issue in the patron record where staff was unable to retrieve the
202 Message Center interface after visiting the Triggered Events page and vice
204 * Now displays the short version of a title on the Place Holds screen when
205 placing metabib holds to reduce instances where the wrong title/format
210 * Fixes an issue where detailed search results showed parts for items that
212 * Changes the e-mail address check on password reset requests so that it is no
213 longer case sensitive.
214 * Fixes a problem where users were unable to navigate through multiple pages of
216 * Removes undefined values from ISBN and ISSN arrays to prevent empty requests
217 from being sent to added content providers.
218 * Fixes an issue where the kids catalog was not displaying title information
219 after hold placement or after adding a title to a list.
220 * Corrects the kids catalog holds notification default preferences to allow for
221 SMS text messaging options.
226 * Modifies the way SIP2 clients parse dates so that a patron's date of birth is
228 * Fixes an issue where the Selfcheck fines receipt templated printed all open
229 billable transactions, regardless of whether it had bills associated with it.
230 * Fixes an issue that prevented Selfcheck's "Print List" for holds view from
235 We would like to thank the following individuals who contributed
236 code and documentation patches to the 2.9.3 point release of Evergreen:
252 We also thank the following organizations whose employees contributed
256 * Equinox Software, Inc.
258 * Georgia Public Library Service
259 * King County Library System
260 * Lake Agassiz Regional Library
261 * Merrimack Valley Library Consortium
263 * Northwest Regional Library System
267 This release contains several bugfixes improving on Evergreen 2.9.1.
269 Acquisitions / Cataloging
270 ~~~~~~~~~~~~~~~~~~~~~~~~~
271 * Allows the Z39.50 itnerface and the acquisitions MARC Federated Search
272 interface to search the UPC index of the local catalog if Z39.50 is configured
273 to search that field.
274 * Fixes an issue where spaces in a PO name cause the system to improperly
275 process EDI response messages.
279 * Fixes a problem where the balance owed was miscalculated when a row
280 was deleted from money.billing.
281 * Fixes an issue where credit card payments made via PayflowPro failed because
282 Evergreen does not install the PayflowPro module by default.
283 * Changes credit card payment behavior so that the patron's billing address will
284 be read when the patron has no mailing address. If all address fields are
285 properly set by the API caller except the country and the
286 patron has no addresses, the system will attempt to determine the country from
287 library settings. If insufficient address data is provided, the system will
288 return an invalid params Event.
289 * Modifies the reasons for various void/adjust events to more accurately reflect
290 the reason why a fine/fee was removed from a patron's record.
294 * Fixes an issue where the reset password link was displaying even on systems
295 that had disabled the ability to reset passwords.
296 * Fixes an issue where the journal type search did not work when entering it as
297 the second or third input on the advanced search screen.
298 * Fixes an issue where catalog translations were broken by creating separate
299 directories for the catalog and web staff client translations.
303 * Changes marc_export to only print "waiting for input" when running
308 We would like to thank the following individuals who contributed
309 code and documentation patches to the 2.9.2 point release of Evergreen:
319 We also thank the following organizations whose employees contributed
323 * Equinox Software, Inc.
324 * King County Library System
325 * Merrimack Valley Library Consortium
330 This release contains several bugfixes improving on Evergreen 2.9.0.
334 * Protects the stock acquisitions cancel reasons from deletion since they
335 are required to properly handle EDI order responses.
336 * Changes the copy location dropdown so that users can view and select copy
337 locations owned outside the workstation branch if they have permission to do so.
338 This fix also adds the copy location's owning org unit to the display.
342 * Allows use of more special characters, including - and +, when
343 entering a library's main email address in the Organizational Units
345 * Fixes an issue where marc_export attempts to call a non-existent field
346 on MARC::Record if an error occurs while exporting authority records.
350 * Fixes the mapping between copies and the target part when using "Merge
351 Selected" in the Monographic Parts interface.
352 * Fixes an issue with the horizontal scrollbar bar in the MARC import
353 queue inspector so the focus no longer jumps to the top of the screen
354 when attempting to use the scrollbar.
355 * Hides the staff-client saved searches header from screen readers when
356 using the public catalog in non-staff mode.
360 * When placing a hold via the staff client and clicking Advanced Hold
361 Options, fixes an issue where the barcode field populated with the
362 staff member's barcode.
363 * Fixes an issue where some holds with a higher proximity were
364 preferred over holds with a lower proximity because the list of
365 proximities of elgible copies was sorting ASCIIbetically instead of
367 * Adds a delete flag for monographic parts, fixes staff client errors that
368 were previously caused by deleted parts, and cancels any holds attached to
370 * Fixes an internal error that appeared when trying to renew an item on the
371 booking resource list through the public catalog. Users will now get a message
372 saying they do not have permission to renew the item.
377 * Fixes an issue where unclosed phrase searches returned zero results and
378 tied up the open-ils.storage process.
379 * Fixes an issue where phrase searches were ignoring modifiers used in relevance
380 ranking, leading to poorly-ranked results.
381 * Fixes an issue where parameters weren't properly maintained when
382 searching by copy location group.
386 * Adds support for UTF-8 in the Reports interface.
390 We would like to thank the following individuals who contributed
391 code and documentation patches to the 2.9.1 point release of Evergreen:
410 We also thank the following organizations whose employees contributed
413 * Berklee College of Music
415 * British Columbia Libraries Cooperative
417 * Emerald Data Networks, Inc.
418 * Equinox Software, Inc.
419 * Georgia Public Library Service
420 * Lake Agassiz Regional Library
421 * Laurentian University
422 * Massachusetts Library Network Cooperative
423 * Merrimack Valley Library Consortium
425 * Northwest Regional Library System
426 * Pohjois-Karjalan Tietotekniikkakeskus Oy
427 * Rodgers Memorial Library
429 We regret any omissions. If a contributor has been inadvertantly
430 missed, please open a bug at http://bugs.launchpad.net/evergreen/
436 Remove Script-Based Circulation Configuration
437 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
439 Evergreen no longer supports script-based circulation policies. All
440 policies must now be managed within the Local Administration ->
441 Circulation Policies, Hold Policies, and related interfaces.
444 Remove open-ils.penalty service
445 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
447 Evergreen no longer uses the 'open-ils.penalty' service. It is safe
448 (though not required) to remove the following XML chunks from
449 /openils/conf/opensrf.xml after stopping services.
452 ----------------------------------------------------------------------------
454 <!-- first element -->
457 <keepalive>3</keepalive>
458 <stateless>1</stateless>
459 <language>perl</language>
460 <implementation>OpenILS::Application::Penalty</implementation>
461 <max_requests>99</max_requests>
463 <max_requests>1000</max_requests>
464 <unix_log>open-ils.penalty_unix.log</unix_log>
465 <unix_sock>open-ils.penalty_unix.sock</unix_sock>
466 <unix_pid>open-ils.penalty_unix.pid</unix_pid>
467 <min_children>1</min_children>
468 <max_children>15</max_children>
469 <min_spare_children>1</min_spare_children>
470 <max_spare_children>5</max_spare_children>
473 <patron_penalty>penalty/patron_penalty.js</patron_penalty>
474 <script_path>LIBDIR/javascript</script_path>
475 <script_path>LOCALSTATEDIR</script_path>
476 <script_path>LOCALSTATEDIR/catalog</script_path>
480 <!-- second element -->
482 <appname>open-ils.penalty</appname>
483 ----------------------------------------------------------------------------
486 Removal of deprecated "JSPAC" interface
487 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
489 The deprecated Javascript OPAC interface known as "JSPAC" is no
490 longer included in Evergreen as of this release.
492 With the understanding that local sites may have made use of
493 existing parts of the old JSPAC interface -- especially images and
494 CSS -- no attempt is made at upgrade time to automatically remove
495 the existing files from disk.
497 When upgrading, you may wish to remove "index.xml" from your Apache
498 DirectoryIndex directives.
500 The following directories, xml, js, and css files were formerly part
501 of JSPAC, and you may be able to safely remove them from your system
502 after verifying that they and their contents are no longer required:
504 - web/opac/common/css/
505 - web/opac/common/js/dtree.js
506 - web/opac/common/xml/
507 - web/opac/extras/bbags.js
508 - web/opac/extras/bbags.xml
509 - web/opac/skin/default/js/
510 - web/opac/skin/default/xml/
513 The list of images removed in this change is lengthy, and not
517 Removal of legacy selfcheck interface
518 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
520 The legacy selfcheck interface is no longer included in Evergreen as
523 This interface was formerly located at a URL ending in
524 extras/selfcheck/selfcheck.xml
526 No attempt is made at upgrade time to automatically remove this
529 It is recommended that you remove this interface and its associated
530 configuration after performing an upgrade:
532 (paths relative to Evergreen web root)
534 - opac/extras/selfcheck/selfcheck.css
535 - opac/extras/selfcheck/selfcheck.js
536 - opac/extras/selfcheck/selfcheck.xml
537 - opac/extras/selfcheck/selfcheck_print.css
539 You can also remove the related Apache configuration block starting
543 <LocationMatch .*/selfcheck.xml>
555 Improved reporting of progress during purchase order activation
556 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
557 The progress dialog that is displayed when activating a purchase
558 order now displays more information, particularly during the asset
559 creation phase. It is now also updated in a more linear fashion;
560 making it less likely for it to appear that the activation has
566 ==== "Blanket" Orders
568 "Blanket" orders allow staff to invoice an encumbered amount multiple times,
569 paying off the charge over a period of time. The work flow supported by this
570 development assumes staff does not need to track the individual contents of
571 the order, only the amounts encumbered and invoiced in bulk.
575 . Staff creates PO with a Direct Charge of "Popular Fiction 2015" and
576 a charge type of "Blanket Order".
577 . The amount entered for the charge equals the total amount expected
578 to be charged over the duration of the order.
579 . When a shipment of "Popular Fiction" items arrive, staff creates an
580 invoice from the "Popular Fiction 2015" PO page and enters the amount
581 billed/paid for the received shipment under the "Popular Fiction 2015"
582 charge in the invoice.
583 . When the final shipment arrives, staff select the 'Final invoice
584 for Blanket Order' option on the invoice screen to mark the PO as
585 'received' and drop any remaining encumbrances to $0.
586 .. Alternatively, if the PO needs to be finalized without creating
587 a final invoice, staff can use the new 'Finalize Blanket Order'
588 option on the PO page.
590 ===== New Components/Terminology/Concepts
592 * Invoice Item Types have a new flag called 'blanket', available under
593 Admin -> Server Administration -> Acq -> Invoice Item Types in the
595 * Any direct charge using a 'blanket' item type will create a long-lived
596 charge that can be invoiced multiple times.
597 * Such a charge is considered open until its purchase order is "finalized"
599 * "Finalizing" a PO changes the PO's state to 'received' (assuming there are
600 no pending lineitems on the PO) and fully dis-encumbers all blanket charges
601 on the PO by setting the fund_debit amount to $0 on the original fund_debit
603 * Invoicing a 'blanket' charge does the following under the covers:
604 .. Create an invoice_item to track the payment
605 .. Create a new fund_debit to implement the payment whose amount matches the
607 .. Subtract the invoiced amount from the fund_debit linked to the original
608 'blanket' po_item, thus reducing the amount encumbered on the charge as
609 a whole by the invoiced amount.
610 * A PO can have multiple blanket charges. E.g. you could have a blanket
611 order for "Popular Fiction 2015" and a second charge for "Pop Fiction
612 2015 Taxes" to track / pay taxes over time on a blanket charge.
613 * A PO can have a mix of lineitems, non-blanket charges, and blanket charges.
614 * A 'blanket' Invoice Item Type cannot also be a 'prorate' type, since it's
615 nonsensical. Blanket items are encumbered, whereas prorated items are
616 only paid at invoice time and never encumbered.
628 Examples in Apache configuration for "No Image"
629 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
630 There are now commented out examples for custom images to be used when
631 "no image" is present in the catalog for cover art. The included examples
632 are for small/medium/large jacket image art in the event they are not
633 found by the configured Added Content module.
638 Pre-Expiration A/T Event Definition
639 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
640 A new Action Trigger event definition ("30 Day Account Expiration Courtesy
641 Notice") for sending alerts to users before their accounts are expired has
642 been added. This is intended to give users time to renew their account before
643 they lose access to library services.
648 Improved caching of web server templates
649 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
650 Template Toolkit processors used by Apache are now cached for
651 better performance (by virtue of thereby being able to take advantage
652 of Template Toolkit's internal caching mechanism). In addition, the
653 *compiled* versions of the templates themselves can be cached to
654 provide an additional performance boost.
656 Two Apache virtualhost configuration variables are added to
657 control caching of compiled templates:
659 * `OILSWebCompiledTemplateCache` - specifies location on the
660 web server filesystem to store compiled templates.
661 * `OILSWebTemplateStatTTL` - specifies number of seconds before
662 checking to see if a newer version of a cached template is
665 As a result of the caching changes, it is now necessary for
666 Evergreen administrators to reload Apache to ensure that a change
667 to (say) TPAC templates becomes visible.
677 Display Authority Subject Heading Thesaurus Value
678 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
680 There is now a new column in the *Manage Authorities* search results. Each result row now displays each authority's thesaurus value with a "Thes: " prefix. In the authority MARC editor interface the thesaurus value corresponds to the "Subject Heading Thesaurus" fixed field (http://www.loc.gov/marc/authority/ad008.html) labeled “Subj”. For example, a value of "Thes: a" means that the authority is a Library of Congress Subject Heading, and a value of "Thes: k" means the authority is a Canadian Subject Heading.
682 *A Library of Congress list of thesaurus values:*
685 * '' = Alternate no attempt to code
686 * a = Library of Congress Subject Headings
687 * b = LC subject headings for children's literature
688 * c = Medical Subject Headings
689 * d = National Agricultural Library subject authority file
690 * k = Canadian Subject Headings
692 * r = Art and Architecture Thesaurus
693 * s = Sears List of Subject Headings
694 * v = Repertoire de vedettes-matiere
696 * | = No attempt to code
701 Importing Statistical Categories
702 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
703 You can now retrieve statistical categories (stat cats) from the MARC
704 record and apply them to the items in Evergreen. When importing or
705 overlaying items through the Vandelay MARC batch import process, edit
706 your Holdings Import Profile to tell Evergreen which subfield contains
707 your stat cat data. That subfield in your MARC records should be
708 formatted like the following:
711 CATEGORY 1|VALUE 1||CATEGORY 2|VALUE 2
714 Notice that the pipe character '|' is used to separate each category
715 from its value, and two pipes separate each pair of category values.
717 If you are overlaying existing copies which already have stat cats
718 attached to them, the overlay process will keep those values unless the
719 incoming copies contain updated values for matching categories.
724 Remove the ‡biblios.net Z39.50 target from seed data
725 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
726 The Z39.50 target at z3950.biblios.net/bibliographic has not worked
727 for years, so its service definition is no longer provided in the
728 seed data for new installations of Evergreen.
730 Users of existing Evergreen systems should consider removing
731 the Z39.50 definition for ‡biblios.net. This can be done from
732 Admin | Server Administration | Z39.50 Servers in the staff
738 SKOS for coded values
739 ^^^^^^^^^^^^^^^^^^^^^
740 Some vocabularies used (or which could be used) for stock
741 record attributes and coded value maps in Evergreen are
742 published on the web using SKOS. The record attributes system
743 can now associate Linked Data URIs with specific attribute
744 values. In particular, seed data supplying URIs for the
745 RDA Content Type, Media Type, and Carrier Type in this release.
747 This is an experimental, "under-the-hood" feature that will be built
748 upon in subsuquent releases.
753 MARC Tag-table Service
754 ^^^^^^^^^^^^^^^^^^^^^^
755 The tag tables for the web staff client MARC editor are
756 now stored in the database rather than a separate XML
757 tooltips file as used by the XUL MARC editor. The tag-table
758 service, which is part of the web staff client sprint 2
759 preview in this release, has the following features:
761 - specifies whether (sub)fields are optional or mandatory
762 - specifies whether (sub)fields are repeatable or not
763 - a coded value map can be associated with a subfield to
764 establish a controlled vocabulary for that subfield
765 - MARC field and subfield definitions can be overridden
766 by institutions further down in the organizational unit
767 hierarchy. This allows, for example, a library to specify
768 definitions for local MARC tags.
769 - values supplied by the tag-table service are used to
770 populate values in context menus in the web staff client
773 The initial seed data for the in-database tag table is
774 derived from the current tooltips XML file.
779 Web staff client cataloging preview
780 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
781 The web staff client now includes additional functionality
782 to support cataloging and item maintenance, including:
785 - the service backing the authority headings chooser now
786 has the ability to filter the browse by subject thesaurus
787 - Z39.50 search and record import
788 - improvements to copy and record bucket functionality
789 - embedding the link checker interface
790 - embedding the MARC batch import/export interface
791 - the web staff volume/copy editor
793 Nearly all of the cataloging functionality available in the XUL
794 staff client is now present in the web staff client with the
795 exception of printing spine labels. Nonetheless, the web staff
796 client remains a preview and is not recommended for production use.
806 Conditional Negative Balances
807 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
808 Evergreen sites will now have more control over whether a negative balance can
809 be applied to a user's billing record and when that negative balance can be
810 applied. Through a series of Library Settings, a site can prohibit negative
811 balances on bills or can allow those negative balances to be applied for a
812 specific period of time after a lost or overdue bill is charged to the user.
813 Sites can set a default for all types of bills or can apply distinct settings
814 for lost bills and for overdue fines. The more specific settings will override
817 Sites that opt to allow negative balances for a specific period of time must
818 1) enable the relevant "prohibit negative balances" setting(s) and 2) specify
819 the time period in the relevant Negative Balance Interval setting(s).
821 In addition to the new library settings, the system now has a new account
822 adjustment payment type. This payment type will be utilized for libraries
823 prohibiting negative balances to replace the previous voiding behavior that
824 caused the negative balances to occur. The account adjustment payment type will
825 also be used for all libraries, regardless of the state of negative balance
826 settings, in cases where overdue fines are adjusted when an overdue item is
829 An _Adjust to Zero_ option has been added to the bills interface of the patron
830 record. This option will always adjust the selected bill to a zero balance.
831 It can also be used to easily clear a negative balance from the patron's
832 record. A user must have the new ADJUST_BILLS permission to see and use this
835 This new feature also changes the behavior for the client option to void a bill
836 from the patron record. If a user does not have the VOID_BILLING permission, the
837 option to void bills will be hidden in the bills interface and in the Full
838 Details view of a specific bill.
840 To truly remove the ability to produce negative balances on a transaction,
841 administrators need to 1) enable the relevant setting in the Library Settings
842 Editor and 2) remove the VOID_BILLING permission from staff accounts since
843 manual voiding will continue to produce negative balances.
847 * Negative Balance Interval (Default) (bill.negative_balance_interval_default)
848 * Negative Balance Interval for Lost (bill.negative_balance_interval_on_lost) -
849 * Negative Balance Interval for Overdues (bill.negative_balance_interval_on_overdues
850 * Prohibit negative balance on bills (Default) (bill.prohibit_negative_balance_default)
851 * Prohibit negative balance on bills for lost materials (bill.prohibit_negative_balance_on_lost)
852 * Prohibit negative balance on bills for overdue materials (bill.prohibit_negative_balance_on_overdues)
861 Selfcheck Inactivity Warning
862 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
864 The Selfcheck interface now warns patrons when they are about to be
865 logged out due to inactivity 20 seconds prior to logging them out.
867 The inactivity timeout is also reset with each checkout to avoid timeouts
868 while checking out lots of items.
873 User Registration Includes Inactive Accounts in Dupe Search
874 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
875 When registering a user, the system checks to see if there are already exiting users with the same name, address, email, etc. Now this duplicate user search includes inactive users so that matches can be re-activated if desired, rather than creating duplicate accounts.
885 Link in catalog to clear Added Content cache
886 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
887 On the catalog's record summary page, there is now a link for staff that
888 allow them to forcibly clear the cache for the Added Content for that
889 record. This is helpful if the Added Content retrieved the wrong
890 cover jacket art, summary, etc. and caches the wrong result.
895 Disable Google Analytics in Staff Client
896 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
897 In the staff client interface, Google Analytics for the web catalog is
898 now disabled by default. This was a preventive measure to reduce the
899 potential risks for leaking patron information.
904 Move Acquisitions Admin Menu
905 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
906 In the staff client interface, the Acquisitions Administration menu is
907 now directly accessible from the main "Admin" menu instead of
908 living under "Server Administration". It has also been renamed as "Acquisitions
919 Account Expiration Date in My Account
920 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
921 The Account Expiration Date has been added to the catalog's My Account display
922 on the main Account Summary page and the Account Preferences page. This should
923 help patrons with figuring out when their accounts are due to expire before
924 they actually expire.
928 Change to Available Copies Display
929 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
930 The _Show_ link in the available copies area of the record summary will now
931 display for any org unit that owns a copy of a particular title, even if all
932 those copies are unavailable. The _Show_ link will not display if a) the copy
933 display is already scoped to that org unit or b) the org unit does not own
936 The language has also been changed to read "x of y copies available at z
943 Column sorting in circulation screens
944 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
946 Sorting of selected columns is now available in the *Items Checked Out*, *Check Out History*,
949 * Clicking on the appropriate column heads now sorts the contents from
950 ``ascending'' to ``descending'' to ``no sort''. (The ``no sort'' restores the
951 original list as presented in the screen.)
953 * The sort indicator (an up or down arrow) is placed to the right
954 of the column head, as appropriate.
956 * The combined *Title/Author* column in the *Items Checked Out* screen is now separated into two
957 independently sortable columns (Title and Author).
959 * Title sorting is done with the non-filing characters (leading ``the'', ``a'',
960 ``an'', and other langugage equivalents) removed. The leading articles are rendered in
961 a smaller font, so as to keep the main entry prominent. In
962 addition to the non-filing characters removed for the sort, leading
963 non-alphanumeric characters are ignored in the sort.
968 New bib source variable for catalog customization
969 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
970 For bibliographic records, there is a "bib source" that can be
971 associated with every record. This source is now available as a
972 variable that can be used behind the scenes when customizing
973 the online catalog. The new bib source variables do not present
974 themselves in the catalog display by default.
979 New class attribute for e-resource links
980 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
981 In the catalog, links to electronic resources now have a link class
982 attribute of "uri_link" to make them easier to customize or build
983 additional services upon.
989 Removal of deprecated "JSPAC" interface
990 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
992 The deprecated Javascript OPAC interface known as "JSPAC" is no
993 longer included in Evergreen as of this release.
995 With the understanding that local sites may have made use of
996 existing parts of the old JSPAC interface -- especially images and
997 CSS -- no attempt is made at upgrade time to automatically remove
998 the existing files from disk.
1000 When upgrading, you may wish to remove "index.xml" from your Apache
1001 DirectoryIndex directives.
1003 The following directories, xml, js, and css files were formerly part
1004 of JSPAC, and you may be able to safely remove them from your system
1005 after verifying that they and their contents are no longer required:
1007 - web/opac/common/css/
1008 - web/opac/common/js/dtree.js
1009 - web/opac/common/xml/
1010 - web/opac/extras/bbags.js
1011 - web/opac/extras/bbags.xml
1012 - web/opac/skin/default/js/
1013 - web/opac/skin/default/xml/
1016 The list of images removed in this change is lengthy, and not
1022 Removal of legacy selfcheck interface
1023 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1025 The legacy selfcheck interface is no longer included in Evergreen as
1028 This interface was formerly located at a URL ending in
1029 extras/selfcheck/selfcheck.xml
1031 No attempt is made at upgrade time to automatically remove this
1034 It is recommended that you remove this interface and its associated
1035 configuration after performing an upgrade:
1037 (paths relative to Evergreen web root)
1039 - opac/extras/selfcheck/selfcheck.css
1040 - opac/extras/selfcheck/selfcheck.js
1041 - opac/extras/selfcheck/selfcheck.xml
1042 - opac/extras/selfcheck/selfcheck_print.css
1044 You can also remove the related Apache configuration block starting
1048 <LocationMatch .*/selfcheck.xml>
1055 The Evergreen project would like to acknowledge the following
1056 organizations who commissioned developments in this release of
1059 * Georgia Public Library Service
1060 * Grand Rapids Public Library
1061 * Kenton County Public Library
1062 * King County Library System
1063 * Massachusetts Library Network Cooperative
1066 * Pennsylvania Integrated Library System
1068 We would also like to thank the following individuals who contributed
1069 code, documentation patches and tests to this release of Evergreen:
1101 We also thank the following organizations whose employees contributed
1104 * Anderson County Library
1105 * Berklee College of Music
1107 * British Columbia Libraries Cooperative
1109 * Catalyst Dev Works
1110 * Central/Western Massachusetts Automated Resource Sharing
1111 * Emerald Data Networks, Inc.
1112 * Equinox Software, Inc.
1113 * Georgia Public Library Service
1114 * Grand Rapids Public Library
1115 * Indiana State Library
1116 * King County Library System
1117 * Lake Agassiz Regional Library
1118 * Laurentian University
1119 * Linn-Benton Community College
1120 * Massachusetts Library Network Cooperative
1121 * Merrimack Valley Library Consortium
1123 * Northwest Regional Library System
1125 * Traverse Area District Library
1127 We regret any omissions. If a contributor has been inadvertantly
1128 missed, please open a bug at http://bugs.launchpad.net/evergreen/
projects / working / Evergreen.git / blob