1 Evergreen 3.1 Release Notes
2 ===========================
9 This release contains bug fixes improving on Evergreen 3.1.12.
10 All bug fixes refer to the web staff client unless otherwise specified.
17 * Corrects a rounding error that caused fines to exceed the max fines
19 (https://bugs.launchpad.net/evergreen/+bug/1704819[Bug #1704819])
20 * Corrects an issue with printing Items Out receipts
21 (https://bugs.launchpad.net/evergreen/+bug/1790896[Bug #1790896])
22 * SIP Visa payments are now recorded as credit card, rather than cash
24 (https://bugs.launchpad.net/evergreen/+bug/1796942[Bug #1796942])
25 * Converting change to patron credit no longer requires staff members
26 to refresh the screen to see the new credit
27 (https://bugs.launchpad.net/evergreen/+bug/1775639[Bug #1775639])
28 * The patron summary now includes tooltips that were available in
30 (https://bugs.launchpad.net/evergreen/+bug/1772206[Bug #1772206])
31 * The patron holds grid now includes a SMS Carrier column
32 (https://bugs.launchpad.net/evergreen/+bug/1748265[Bug #1748265])
33 * When registering a new patron from Pending Patrons, the address
34 type dropdown now supports a default value
35 (https://bugs.launchpad.net/evergreen/+bug/1816180[Bug #1816180])
36 * The Items Out grid now includes a Monograph Parts column
37 (https://bugs.launchpad.net/evergreen/+bug/1789257[Bug #1789257])
38 * The annotate checkbox on the bill payment screen is now sticky
39 (https://bugs.launchpad.net/evergreen/+bug/1759343[Bug #1759343])
44 * The holdings editor saves default values more consistently
45 (https://bugs.launchpad.net/evergreen/+bug/1812900[Bug #1812900])
46 * Statistical categories and their entries are now alphabetized in the
48 https://bugs.launchpad.net/evergreen/+bug/1744386[Bug #1744386] and
49 https://bugs.launchpad.net/evergreen/+bug/1777184[Bug #1777184])
50 * The holdings editor now lists monograph parts in reverse alphabetical
52 (https://bugs.launchpad.net/evergreen/+bug/1760893[Bug #1760893])
53 * Buckets created from the MARC Batch Import process are now available
54 in the MARC Batch Edit interface
55 (https://bugs.launchpad.net/evergreen/+bug/1440890[Bug #1440890])
56 * The record bucket interface only displays the Merge action when
57 multiple records are selected
58 (https://bugs.launchpad.net/evergreen/+bug/1760599[Bug #1760599])
63 * The menu in the top right corner is now named "Logout and more..."
64 (https://bugs.launchpad.net/evergreen/+bug/1796914[Bug #1796914])
69 * Avoids Internal Server Errors on search result page
70 (https://bugs.launchpad.net/evergreen/+bug/1155706[Bug #1155706])
71 * Double clicking the Place Hold button can no longer result in
73 (https://bugs.launchpad.net/evergreen/+bug/1029601[Bug #1029601])
78 * Adds a more user-friendly interface for boolean filters
79 (https://bugs.launchpad.net/evergreen/+bug/1642337[Bug #1642337])
84 * Improves consistency in terminology in the Local Administration
86 (https://bugs.launchpad.net/evergreen/+bug/1776913[Bug #1776913])
90 * Fixes an automated test related to translations and internationalization
91 (https://bugs.launchpad.net/evergreen/+bug/1768987[Bug #1768987])
96 * Adds some foreign key functions that may be missing from your database
97 (https://bugs.launchpad.net/evergreen/+bug/1772028[Bug #1772028])
102 We would like to thank the following individuals who contributed code,
103 testing and documentation patches to the 3.1.13 point release of
135 This release contains bug fixes improving on Evergreen 3.1.11.
136 All bug fixes refer to the web staff client unless otherwise specified.
144 * Fixes a bug in the Booking URL path that failed with newer Apache
145 (https://bugs.launchpad.net/evergreen/+bug/1823387[Bug #1823387])
150 * Fixes a display bug with the patron record Group Members list
151 (https://bugs.launchpad.net/evergreen/+bug/1642036[Bug #1642036])
152 * Fixes title sort on the patron Items Out Screen
153 (https://bugs.launchpad.net/evergreen/+bug/1782014[Bug #1782014])
154 * Fixes the ability to place holds from item buckets
155 (https://bugs.launchpad.net/evergreen/+bug/1806394[Bug #1806394])
156 * Fixes a bug with editing the due date of an hourly loan that would lose the
157 time (https://bugs.launchpad.net/evergreen/+bug/1552778[Bug #1552778])
162 * Fixes a bug where copy templates would not apply properly
163 (https://bugs.launchpad.net/evergreen/+bug/1788680[Bug #1788680])
164 * Fixes the default cursor focus on the holdings editor
165 (https://bugs.launchpad.net/evergreen/+bug/1752968[Bug #1752968])
166 * Fixes a bug that failed to honor the "Retain empty bib records"
167 (cat.bib.keep_on_empty) setting when transferring items
168 (https://bugs.launchpad.net/evergreen/+bug/1333893[Bug #1333893])
173 * Restores ability to request password resets
174 (https://bugs.launchpad.net/evergreen/+bug/1804038[Bug #1804038])
176 System administration
177 ^^^^^^^^^^^^^^^^^^^^^
179 * Fixes the help text in action_trigger_aggregator.pl related to the remote-acct
180 argument (https://bugs.launchpad.net/evergreen/+bug/1803729[Bug #1803729])
181 * Adds a missing page title for the Statistical Popularity Badges admin page
182 (https://bugs.launchpad.net/evergreen/+bug/1826890[Bug #1826890])
187 We would like to thank the following individuals who contributed code,
188 testing and documentation patches to the 3.1.12 point release of
197 * Blake Graham-Henderson
214 This release contains bug fixes improving on Evergreen 3.1.10.
215 All bug fixes refer to the web staff client unless otherwise specified.
223 * Allows the Title Hold screen to remember previously selected pickup library
224 (https://bugs.launchpad.net/evergreen/+bug/1665534[Bug #1665534])
225 * Sorting improvements for printing the Holds Pull List
226 (https://bugs.launchpad.net/evergreen/+bug/1749502[Bug #1749502])
227 * Better display for non-catalogued checkouts in the offline checkout preview
228 pane (https://bugs.launchpad.net/evergreen/+bug/1818576[Bug #1818576])
233 * Fixes a bug that changed subfield order in bib record after editing a linked
234 authority (https://bugs.launchpad.net/evergreen/+bug/712490[Bug #712490])
235 * Allows opening multiple selected copies in Item Status screen from the
236 Holdings View (https://bugs.launchpad.net/evergreen/+bug/1734775[Bug
238 * Adds missing "Deleted?" column choice to Record Buckets
239 (https://bugs.launchpad.net/evergreen/+bug/1746360[Bug #1746360])
240 * Fixes the batch Call Number label field on the Volume editor to populate from
241 the MARC record (https://bugs.launchpad.net/evergreen/+bug/1793196[Bug
243 * Fixes a bug to allow editing the call number label for some but not all
244 attached copies (https://bugs.launchpad.net/evergreen/+bug/1794588[Bug
246 * Fixes the sort order of Parts on the Holdings View
247 (https://bugs.launchpad.net/evergreen/+bug/1800178[Bug #1800178])
249 System administration
250 ^^^^^^^^^^^^^^^^^^^^^
252 * Web client (websocket) logins are now properly tracked as user activity
253 (https://bugs.launchpad.net/evergreen/+bug/1818153[Bug #1818153])
254 * Fixes some log warnings related to Holds Depth
255 (https://bugs.launchpad.net/evergreen/+bug/1667497[Bug #1667497])
256 * Fixes a bug in the fine generator related to Bookings
257 (https://bugs.launchpad.net/evergreen/+bug/1819796[Bug #1819796])
262 We would like to thank the following individuals who contributed code,
263 testing and documentation patches to the 3.1.11 point release of
286 This release contains bug fixes improving on Evergreen 3.1.9.
287 All bug fixes refer to the web staff client unless otherwise specified.
295 * Catalogers can now set the Bib Source in the Z39.50 Overlay and Import interfaces (https://bugs.launchpad.net/evergreen/+bug/1727345[Bug #1727345])
296 * Fixes an issue where publishers display in the publication date column in copy buckets (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
297 * Electronic reources no longer display a call number called _##URI##_ in the Volume Editor (https://bugs.launchpad.net/evergreen/+bug/1752665[Bug #1752665])
298 * Spine/pocket label templates can now include circulation library and owning library (https://bugs.launchpad.net/evergreen/+bug/1726568[Bug #1726568])
303 * Fixes an issue where external documentation links can open in the reports module (https://bugs.launchpad.net/evergreen/+bug/1784893[Bug #1784893])
304 * Fixes an issue where publishers display as a publication date in reports (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
306 System administration
307 ^^^^^^^^^^^^^^^^^^^^^
309 * The _DELETE_COPY_ALERT_ permission no longer needs to be granted on the consortium level (https://bugs.launchpad.net/evergreen/+bug/1783421[Bug #1783421])
314 We would like to thank the following individuals who contributed code,
315 tests and documentation patches to the 3.1.10 point release of
334 This release contains bug fixes improving on Evergreen 3.1.8.
335 All bug fixes refer to the web staff client unless otherwise specified.
343 * The new `edi_order_pusher.pl` now only pushes purchase orders with a state of "on-order", to prevent older purchase orders from being unintentionally pushed to vendors.
348 * The template dropdown in the holdings editor now provides more space to accommodate longer template names.
349 * The drop-down of copy tag types in the Manage Copy Tags dialog now includes the owning library of the copy tag type.
354 * Fixes an issue with recalling checked-out materials.
355 * Added several missing columns to the patron bills grid.
356 * Corrected the display of the Bill Type column in the patron bills grid.
357 * Clarified the names of the "Billing Location" and "Grocery Billing Location" columns in the patron bills grid.
358 * The Bill Full Details grid now includes a billing location column for both circulation and grocery bills, as well as the owning library for circulation bills.
359 * The Billing History transactions grid now remembers any changes that users make to the column settings.
360 * Fixes an issue with printing multiple copies of bills.
364 We would like to thank the following individuals who contributed code,
365 tests and documentation patches to the 3.1.9 point release of
370 * Andrea Buntz Neiman
387 This release contains bug fixes improving on Evergreen 3.1.7.
388 All bug fixes refer to the web staff client unless otherwise specified.
396 * Fixes a bug that blocked logging in from mobile browsers
397 * Fixes a readability issue with mobile menus
398 * Fixes performance issue related to grid tooltips.
403 * Improves the functionality of setting a default tab of a bib record
404 * The web client now remembers the most recently selected copy template
405 * Adds help tips to Print Item Labels Settings tab
406 * If you add or edit copies and/or volumes from the Holdings View tab,
407 the view now automatically refreshes to show your changes.
408 * Provides an upgrade to MODS 3.3 for older Evergreen installations.
409 * Improves usability of Z39.50 MARC View.
414 * Staff can now place multiple email addresses into the patron registration/
415 edit form, depending on the value of the `ui.patron.edit.au.email.regex`
417 * Fixes an issue with the offline circulation module.
418 * When merging two users, the non-lead account is now completely purged from
419 the database, rather than simply being marked as deleted.
424 * Removes incorrect copy counts from metarecord search results pages
425 * Electronic resources now display in the browse interfaces
427 System administration
428 ^^^^^^^^^^^^^^^^^^^^^
430 * The example Apache 2.4 configuration now enables remoteip.
431 * Improves syntax in the fm_idl file.
436 We would like to thank the following individuals who contributed code,
437 tests and documentation patches to the 3.1.8 point release of
461 This release contains bug fixes improving on Evergreen 3.1.6.
462 All bug fixes refer to the web staff client unless otherwise specified.
467 * Adds several columns to the items out grid.
468 * Adds the ability to copy patron addresses to the clipboard.
469 * Fixes several issues with adding new items and call numbers.
470 * Adds links to catalog records from the query and pending tabs of the Record Buckets interface.
471 * Corrects the date format used in several bucket interfaces.
472 * Adds a loading spinner to interfaces that are embedded in the web staff client via iframe
473 (such as the catalog).
477 We would like to thank the following individuals who contributed code,
478 tests and documentation patches to the 3.1.7 point release of
498 This release contains bug fixes improving on Evergreen 3.1.5.
499 All bug fixes refer to the web staff client unless otherwise specified.
504 * Fixes an issue that caused catalog searches to fail after a new library was added to the org tree.
505 * When you mouse over a grid cell in the client, a tooltip will display the full contents of the cell.
506 * Fixes issues with columns in the Item Status, Holdings View, Checkout, Patron Bill, Recent Circ History,
507 * Fixes various misspellings and capitalization issues in the interface.
508 * Circulation staff can now override a patron block that is placed from Messages/Apply Penalty.
509 * Fixes an issue with checking in hourly loans.
510 * Staff can now approve pending patron addresses in the patron edit interface.
511 * Prevents patron records from being merged with themselves.
512 * Fixes a bug where the patron card dialog would not allow the user to change the primary barcode under certain circumstances.
513 * Fixes issues with duplicate transit records.
514 * Adds the transit cancel time to the Most Recent Transits section of the Item Status Holds / Transit tab.
515 * Adds the "Show in Catalog" action back to the Item Status grid.
516 * Improvements to the Item Attribute Editor.
517 * Staff can now set a default search box in the Z39.50 search interface.
518 * Staff can now delete copy notes.
519 * Fixes an issue in which transferring items and vol/items caused statistical categories to disappear.
520 * In the MARC editor, the 007 physical characteristics wizard now has a different icon than the authority linker.
521 * Protects backordered acquisitions items from having their catalog items deleted.
522 * Fixes a problem where EDI ORDERS message were not visible in the EDI Messages interface.
523 * Fixes problems that occur when cloning a report template created in the XUL client.
524 * Fixes bugs that caused activity metric data when performing searches.
525 * Fixes an issue where the "Predict New Issues" button in the Serials module did not use the correct pattern.
526 * The KPAC now respects the `opac.holds.org_unit_not_pickup_lib` setting.
530 We would like to thank the following individuals who contributed code,
531 tests and documentation patches to the 3.1.6 point release of
561 This release contains bug fixes improving on Evergreen 3.1.4.
562 All bug fixes refer to the web staff client unless otherwise specified.
567 * Several strings are now displayed in the correct translation.
568 * Right clicking in grids results in more intuitive behavior.
569 * Usernames and barcodes containging the _%_ character no longer
570 experience problems logging in.
571 * Fixes cases in which the web client stops loading after the toolbar.
572 * Fixes problems in which using the web client in multiple tabs leads
573 to data inconsistency.
574 * Fixes an issue that caused authentication session checks to spam
575 the system and needlessly fill up logs.
576 * Boolean fields within grid views now say "Yes"/"No" instead of
578 * Fixes sorting issues in the patron search.
579 * Staff can now choose to print out only a selection of items out,
580 instead of having to print them all.
581 * The patron triggered event screen now respects the
582 `circ.staff.max_visible_event_age` library setting.
583 * Fixes an issue which caused an exception to be thrown during
584 non-cataloged item checkout.
585 * Fixes permission issues related to merging users.
586 * The bibliographic record summary now displays the call number that
587 matches the library's classification system.
588 * The copy editor now makes shelving locations visible to catalogers
589 from other libraries as needed.
590 * Once a record is overlayed in the Z39.50 screen, it is no longer
592 * Fixes several issues with the item status list view.
593 * When adding new copies, the circulation library now defaults to the
594 call number's owning library.
595 * Fixes display issues with the Print Item Labels page.
596 * Fixes an issue in which the staff client and the OPAC displayed
597 different counts of available items.
601 We would like to thank the following individuals who contributed code,
602 tests and documentation patches to the 3.1.5 point release of
626 This release contains bug fixes improving on Evergreen 3.1.3. Note that
627 all bug fixes refer to the web staff client unless otherwise specified.
632 * Fixes right-click issues with the Web client grids
633 * Fixes an issue with the Default SMS Carrier in the patron edit form.
634 * Fixes an issue that allowed overdue notices to be sent to a patron
635 whose long overdue item has been paid for.
636 * Checking in precat items now displays the "Route to Cataloging" alert each
637 time the item is checked in.
638 * Fixes an issue where alerts that had been cleared by a check-in continued
640 * Fixes an issue in which the Adjust to Zero feature
641 does not close a checked-in lost circ.
642 * Deleted copies that are still checked out can now be checked in.
643 * Fixes a mislabeled column in the patron checkout grid.
644 * Grocery bills are no longer styled the same way as overdue bills.
645 * Fixes an error with the missing pieces functionality.
646 * Courier codes now display in the transit slip receipt preview.
647 * Fixes several issues related to adding volumes.
648 * Fixes several issues related to empty volumes.
649 * Fixes several issues related to item and volume transfers.
650 * Fixes several issues with checkboxes in the volume/copy editor.
651 * The Item Status grid now displays OU shortnames instead of full names
652 for the "Circulation Library" column.
653 * The Volume/Copy editor now allows users to remove a value from the Age
654 Hold Protection field.
655 * Barcode completion now works in copy buckets.
656 * The Z39.50 interface now notices when another record has been marked
658 * Fixes a display issue for the Remove MARC Field Groups checkboxes in
659 the Z39.50 interface.
660 * Fixes a performance issue for the Validate button in the MARC Editor.
661 * Fixes an incorrect close tag in the Print Item Labels toolbar.
662 * Better scoping of copy tags in search results.
663 * Prevents sending invalid search.highlight_display_fields calls.
664 * Electronic Resource links now open in a new tab.
665 * Fixes an issue with the fiscal year close-out operation.
669 We would like to thank the following individuals who contributed code,
670 tests and documentation patches to the 3.1.4 point release of
693 This release contains bug fixes improving on Evergreen 3.1.2. Note that
694 all bug fixes refer to the web staff client unless otherwise specified.
699 * Fixes specific cases in which deleted records appear in search results.
700 * Fixes a performance issue with deleting patrons.
701 * The hold shelf dialog popup now lists the patron's notification
703 * Fixes an issue that prevented editing items when a monograph part
705 * Patron information is now available for use in the bills_current
706 and bills_historical receipt templates.
707 * The browser's "This page may contain unsaved data" warning now
708 appears when users click the update
709 expire date button in a patron account and attempt to navigate away
711 * The holds tab of the patron record now includes a monograph part
713 * The barcode box in the checkout screen
714 no longer hovers above patron record tabs when
715 staff users scroll down.
716 * Fixes an issue with the date of birth in the patron edit scren.
717 * The patron account bills grid are now color-coded by the item's
719 * Fixes an issue with the dropdown of billing type options.
720 * The Item Status screen now includes as a floating group column.
724 We would like to thank the following individuals who contributed code,
725 tests and documentation patches to the 3.1.3 point release of
728 * BC Libraries Cooperative
735 * Blake Graham-Henderson
755 This release contains bug fixes improving on Evergreen 3.1.1. Note that
756 all bug fixes refer to the web staff client unless otherwise specified.
764 * The MARC editor now handles 008 fields better.
765 * Adds spaces between subfields when suggesting a call
766 number for a new volume.
767 * MarcXML exports from the MARC Batch Import/Export ->
768 Export Records screen now downloads the file, rather than opening
770 * The Item Status Circulation Library column now displays a
771 shortname rather than the full library name.
772 * The Item Status Remaining Renewals column now displays
774 * The Item Status now has a "Last Renewal Workstation" column
776 * Fixes the circulation counts displayed in Item Status Details.
777 * Removes an error that got thrown in the Holdings View when a call number
779 * Fixes an issue where multiple copies with different values for required
780 statistical categories could not be edited and saved in batch.
781 * Add an option to remove floating in the copy editor.
782 * Fixes an issue with the floating dropdown in the copy editor.
783 * Fixes a problem in which the copy template didn't properly copy
785 * Reduces the number of API calls that the MARC Editor requires.
786 * The order of the Z39.50 servers on the Z39.50 import screen
787 no longer relies on capitalization.
792 * Fixes an issue that prevented the offline patron registration
794 * Fixes an issue with searching patrons by permission group.
795 * The barcodes in the patron search are now clickable.
796 * Staff members can now manually override the patron juvenile
797 flag value, regardless of the patron's date of birth.
798 * Checkboxes on patron registration screen are now properly aligned
800 * The user permission group dropdowns in the patron registration,
801 edit, and search interfaces now have scrollbars.
802 * The date picker on the checkout screen is now hidden unless
803 circ staff activates a specific due date option.
804 * The check-in screen now includes a copy status column.
805 * The Merge Patrons interface now displays the date of birth.
806 * The user bucket screen now displays the Bucket ID.
807 * The payment button on patron bills screen is now inactive if the
808 Payment Received field is blank.
809 * The Bill History receipt now includes a Finish date and a Last
811 * When a patron summary contains an image of the patron,
812 that image tag now has a null alt attribute to remove it from
813 the flow of a screen reader.
814 * Corrects an issue that caused the transit dialog to show the
816 * Corrects an issue with printing transit lists.
817 * "Find another target" on transiting hold no longer leaves the
819 * The images now display to distinguish hold and transit slips.
820 * The Clearable Holds list printout now only shows holds that have
822 * Restores the call number prefix and suffix fields to the holds
824 * The documentation at the top of the hold shelf slip template
826 * The cursor in the in-house use screen now automatically goes
827 to the barcode field.
828 * The in-house use screen now shows a copy status column.
829 * Add support for converting change to patron credit in the patron bills
830 interface, consistent with the XUL feature.
831 * Fixes a bug that caused pickup/request library fields to be
833 * Fixes a bug in the offline org unit tree.
835 Command-line system administration
836 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
838 * The novelist entry in `eg_vhost.conf` includes two new
840 * Corrects an issue with the `--max-sleep` argument on the
841 `action_trigger_runner.pl` support script.
842 * Corrects an issue with how the `eg_pbx_allocator.pl` script
843 detects an existing lock file.
844 * The 3.0.2-3.0.3 upgrade script disables triggers before
845 recalculating bib visibility.
850 * Fixes an issue that caused records with located URIs to be
851 retrieved in Copy Location and Copy Location Group searches.
852 * Fixes an error message that appeared in the search box
853 in the public catalog while placing hold after an advanced search.
854 * Restores the display of copy information for the user's
855 preferred library in the public catalog.
856 * Author and contributor names are no longer highlighted in
857 search results when the user has turned off highlighting.
858 * Fixes regression errors in the search results page.
859 * Removes redundant call numbers from the Show More Details
861 * The cast field in the catalog is now taken from the 511 field
862 when first indicator = 1, rather than the 508.
863 * Fixes a display issue caused by editing holds.
864 * Repairs broken author search links on the catalog record page.
869 * Fixes an issue that prevented users from searching for
870 receivable issues using Database ID or ISSN in the Serials
871 Batch Receive interface.
875 * Pins AngularJS support to version 1.6, which prevents unsupported
876 AngularJS versions (such as 1.7) from breaking the build process.
877 * Adds some padding to the bottom of Web Client interfaces.
878 * Logins now honor all org unit timeout settings.
879 * Evergreen will now identify and handle invalid timezones.
880 * Fixes an issue where a column header in some interfaces were automatically
881 highlighted in green when retrieving the interface.
882 * The parts column in the Item Status screen now displays parts data.
887 We would like to thank the following individuals who contributed code,
888 tests and documentation patches to the 3.1.2 point release of
924 This release contains bug fixes improving on Evergreen 3.1.0.
926 * Fixes a performance issue with the Patron Billing History screen and
927 other screens that cause Flattener.pm to re-create joins
929 * Fixes an issue that prevented patron alerts from showing to staff at
931 * Corrects the "Holdable" attribute display on the Item Status detailed
933 * Fixes the ability to delete multiple copies from Item Status.
937 We would like to thank the following individuals who contributed code,
938 tests and documentation patches to the 3.1.1 point release of
953 Like many major Evergreen upgrades, 3.1 requires a full reingest of your
954 bibliographic records before the system is usable again. While a basic reingest
955 is included at the end of the upgrade script, it happens after the main
956 COMMIT, so it is safe to cancel that and run the required reingest as you see
957 fit (e.g. via pingest.pl).
966 New Latency Tester Tool
967 ^^^^^^^^^^^^^^^^^^^^^^^
968 The Evergreen Web Staff Client now includes a section called *Tests* linked from
969 *Administration -> Workstation*. The *Tests* page houses a simple tool
970 that can be used to test the latency of the websocket connection between the
971 client and the server (via the `opensrf.echo` service).
973 This page displays which Evergreen host server is being queried. Upon hitting
974 the blue "Start Test" button for the first time, it will issue 10 sequentially
975 fired requests in order to get a solid initial average. Clicking the button a
976 second time will take one more measurement and recalculate the average
977 latency. The results can be copied to clipboard for troubleshooting purposes
978 and also cleared from display.
980 marc_export --uris option
981 ^^^^^^^^^^^^^^^^^^^^^^^^^
982 The marc_export support script now has a `--uris` option (short form:
983 `-u`) to export records with located URIs (i.e. electronic resources). When
984 used by itself, it will export only records that have located URIs. When
985 used in conjunction with `--items`, it will add records with located URIs
986 but no items/copies to the output. If combined with a `--library` or
987 `--descendants` option, this option will limit its output to those
988 records with URIs at the designated libraries. The best way to use
989 this option is in combination with the `--items` and one of the
990 `--library` or `--descendants` options to export *all* of a library's
991 holdings both physical and electronic.
997 Sample Data Includes Surveys
998 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
999 The Concerto sample data set now includes patron surveys, questions,
1000 answers, and responses.
1002 Virtual Index Definitions
1003 ^^^^^^^^^^^^^^^^^^^^^^^^^
1004 The practical purpose of Virtual Index Definitions is to supply an Evergreen
1005 administrator with the ability to control the weighting and field inclusion of
1006 values in the general keyword index, commonly referred to as "the blob,"
1007 without requiring tricky configuration that has subtle semantics, an
1008 over-abundance of index definitions which can slow search generally, or the
1009 need to reingest all records on a regular basis as experiments are performed
1010 and the configuration refined. Significant results of recasting keyword indexes
1011 as a set of one or more Virtual Index Definitions will be simpler search
1012 configuration management, faster search speed overall, and more practical
1013 reconfiguration and adjustment as needed.
1015 Previously, in order to provide field-specific weighting to
1016 keyword matches against titles or authors, an administrator must duplicate many
1017 other index definitions and supply overriding weights to those duplicates. This
1018 not only complicates configuration, but slows down record ingest as well as
1019 search. It is also fairly ineffective at achieving the goal of weighted keyword
1020 fields. Virtual Index Definitions will substantially alleviate the need for
1021 these workarounds and their consequences.
1023 * A Virtual Index Definition does not require any configuration for
1024 extracting bibliographic data from records, but instead can become a sink for
1025 data collected by other index definitions, which is then colocated together to
1026 supply a search target made up of the separately extracted data. Virtual Index
1027 Definitions are effectively treated as aggregate definitions, matching across
1028 all values extracted from constituent non-virtual index definitions. They can
1029 further make use of the Combined class functionality to colocate all values in a
1030 class together for matching even across virtual fields.
1032 * Configuration allows for weighting of constituent index definitions that
1033 participate in a Virtual Index Definition. This weighting is separate from the
1034 weighting supplied when the index definition itself is a search target.
1036 * The Evergreen QueryParser driver returns the list of fields actually
1037 searched using every user-supplied term set, including constituent expansion
1038 when a Virtual Index Definition is searched. In particular, this will facilitate
1039 Search Term Highlighting described below.
1041 * Stock configuration changes make use of pre-existing, non-virtual index
1042 definitions mapped to new a Virtual Index Definition that implements the
1043 functionality provided by the `keyword|keyword` index definition. The
1044 `keyword|keyword` definition is left in place for the time being, until more data
1045 can be gathered about the real-world effect of removing it entirely and
1046 replacing it with Virtual Index Definition mappings.
1048 * New system administration functions will be created to facilitate
1049 modification of Virtual Index Definition mapping, avoiding the need for a full
1050 reingest when existing index definitions are added or removed from a virtual
1053 Increased use of Metabib Display Fields
1054 +++++++++++++++++++++++++++++++++++++++
1055 We use Metabib Display Fields (newly available in 3.0) to render catalog search
1056 results, intermediate metarecord results, and record detail pages. This requires
1057 the addition of several new Metabib Display Field definitions, as well as Perl
1058 services to gather and render the data.
1060 We also use more Metabib Display Fields in the client. As a result,
1061 bibliographic fields will display in proper case in more client interfaces and
1062 in Evergreen reports.
1066 A new AngularJS "MARC Search/Facet Fields" interface has been created to replace
1067 the Dojo version, and both have been extended to support Virtual Index
1068 Definition data supplier mapping and weighting.
1070 Settings & Permissions
1071 ++++++++++++++++++++++
1072 The new Virtual Index Definition data supplier mapping table,
1073 `config.metabib_field_virtual_map`, requires the same permissions as the
1074 MARC Search/Facet Fields interface: CREATE_METABIB_FIELD, UPDATE_METABIB_FIELD,
1075 DELETE_METABIB_FIELD, or ADMIN_METABIB_FIELD for all actions
1079 There now exist several new database tables and functions primarily in support
1080 of search highlighting. Additionally, the QueryParser driver for Evergreen has
1081 been augmented to be able to return a data structure describing how the search
1082 was performed, in a way that allows a separate support API to gather a
1083 highlighted version of the Display Field data for a given record.
1087 By default, the following fields will be weighted more heavily in keyword
1088 searches. Administrators can change these defaults by changing the values in the
1089 "All searchable fields" virtual index in the "MARC Search/Facet Fields"
1093 * Main title (a new index limited to the words in the 245a)
1097 In addition, note indexes and the physical description index will receive
1098 less weight in default keyword searches.
1100 Re-ingest or Indexing Dependencies
1101 ++++++++++++++++++++++++++++++++++
1102 With the addition and modification of many Index Definitions, a full reingest is
1103 recommended. However, search will continue to work as it did previously
1104 for those records that have not yet been reingested. Therefore a slow, rolling
1105 reingest is recommended.
1107 Performance Implications or Concerns
1108 ++++++++++++++++++++++++++++++++++++
1109 Because the Metabib Display Fields infrastructure will eventually replace
1110 functionality that is significantly more CPU-intensive in the various forms of
1111 XML parsing, XSLT transformation, XPath calculation, and
1112 Metabib Virtual Record construction, it is expected that the overall CPU load
1113 will be reduced by this development, and ideally the overall time required to
1114 perform and render a search will likewise drop. It is unlikely that the speed
1115 increase will be visible to users on a per-search basis, but that search in
1116 aggregate will become a smaller consumer of resources.
1124 When 2 or more bib records are merged, all records involved are stamped
1125 with a new `merge_date` value. For any bib record, this field indicates
1126 the last time it was involved in a merge. At the same time, all
1127 subordinate records (i.e. those deleted as a product of the merge) are
1128 stamped with a `merged_to` value indicating which bib record the source
1129 record was merged with.
1131 In the browser client bib record display, a warning alert now appears
1132 along the top of the page (below the Deleted alert) indicating when a
1133 record was used in a merge, when it was merged, and which record it was
1134 merge with, rendered as a link to the target record.
1140 Alternate Patron Hold Pickup
1141 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1142 This feature adds a bit of convenience to a common task: checking out
1143 an item on hold to another patron (typically a family member or helper).
1145 When you checkout the item, you will get a pop-up window with warnings associated
1146 with this item. The "ITEM_ON_HOLDS_SHELF" message is now expanded to
1148 * Let you know the name of the person who had placed the hold.
1149 * Give you the option (in the form of a checkbox) of cancelling the
1150 hold placed by the above-named patron. (Checked = Cancel the hold;
1151 Unchecked = Leave the hold in place)
1153 The initial value of the checkbox is derived from the
1154 `circ.clear_hold_on_checkout` organizational setting.
1156 If the operator has CANCEL_HOLD privilege, then if the checkbox is checked and
1157 the checkout is allowed to proceed, the hold will be cancelled with a note that
1158 the item was checked out to another patron.
1160 This feature is available in the browser-based staff client.
1162 New Patron Billing Statement
1163 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1164 The Evergreen web staff client now includes a patron billing statement,
1165 which summarizes a patron's bills, credits and payments in a familiar
1166 layout. This can be found on the "Statement" tab of the Patron Bill
1167 Details page. (From the Patron Bills page, double-click a row to view
1168 its details, or choose "Full Details" from the Actions menu.)
1170 Enhanced Billing Timestamp Support
1171 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1172 Previously, billings had to make do with a single timestamp attempting
1173 to fill two different roles. In the case of an overdue fine, the
1174 timestamp represented the *end* of the fine period for that billing,
1175 while for all other fines, the timestamp was merely the time the bill
1176 was created. This setup generally worked, but not without confusion,
1177 and limited our ability to understand and process the data.
1179 Billings will now have up to three timestamps: a create date, and when
1180 applicable, a fine period start and a fine period end. This clarifies
1181 and simplifies things like backdating, retrospective fine generation,
1182 account balancing for negative balance avoidance, and billing timeline
1185 Copy Alerts and Suppression Matrix
1186 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1187 The Copy Alerts feature allows library staff to add customized alert
1188 messages to copies. The copy alerts will appear when a specific event
1189 takes place, such as when the copy is checked in, checked out, or
1190 renewed. Alerts can be temporary or persistent: temporary alerts will be
1191 disabled after the initial alert and acknowledgement from staff, while
1192 persistent alerts will display each time the alert event takes place.
1193 Copy Alerts can be configured to display at the circulating or owning
1194 library only or, alternatively, when the library at which the alert
1195 event takes place is not the circulating or owning library. Copy Alerts
1196 can also be configured to provide options for the next copy status that
1197 should be applied to an item. Library administrators will have the
1198 ability to create and customize Copy Alert Types and to suppress copy
1199 alerts at specific org units.
1201 Copy alerts can be added via the volume/creator and the check in,
1202 check out, and renew pages. Copy alerts can also be managed at the
1205 Copy alert types can be managed via the Copy Alert Types page in
1206 Local Administration, and suppression of them can be administered
1207 via the Copy Alert Suppression page under Local Administration.
1209 Place Multiple Holds At Once
1210 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1211 Users with the appropriate permissions now have the ability to place multiple
1212 title/metarecords holds at once. This feature is especially beneficial for book
1213 clubs and reading groups, which need to place holds on multiple copies of a
1216 In order to use the feature:
1218 * Set the _Maximum number of duplicate holds allowed_ Library Setting
1219 (`circ.holds.max_duplicate_holds`) to a number higher than 1
1220 * Log in as a user with the CREATE_DUPLICATE_HOLDS
1222 When placing a title or metarecord hold, a _Number of copies_ field will
1223 display for these users. This field is not available when placing part, volume
1226 This feature does not change the way in which the system fills holds. The
1227 multiple holds will fill in the same way that they would if the user had placed
1228 multiple holds separately.
1230 New Notice Columns in Items Out Grid
1231 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1232 The grid in the patron "items out" page in the Evergreen web staff client has two new
1233 columns indicating the number of notifications generated for a given loan and the date of
1234 the most recent notification. These columns will allow circulation staff to better respond to
1235 patron questions about whether they were sent notification about an overdue item.
1237 The columns are based on the number of completed Action Trigger events on the
1238 loan that have a 'checkout.due' hook. In other words, they would include overdue
1239 and courtesy notices.
1241 A new library setting, "Exclude Courtesy Notices from Patrons Itemsout Notices Count",
1242 if set will cause the notice count and date fields to exclude courtesy notices.
1244 Patron Email Addresses Now Clickable In Web Staff Client
1245 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1246 Adds a mailto link to the patron's email in their profile so it can
1247 be clicked to send and email to the patron. No new settings or
1248 permissions are included in this feature.
1250 Pickup Library for Staff-placed Holds
1251 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1252 Adds a new library setting, _circ.staff_placed_holds_fallback_to_ws_ou_,
1253 that helps determine the hold pickup library in cases where patrons don't
1254 have a preferred hold pickup library in their account and a staff member
1255 is placing the hold on their behalf.
1257 * When this setting is true and the patron doesn't have a preferred
1258 library listed, the hold pickup library will default to the
1259 workstation's organizational unit.
1260 * When this setting is false and the patron doesn't have a preferred
1261 library listed, the hold pickup library will default to the
1262 patron's home library.
1267 Search Term Highlighting
1268 ^^^^^^^^^^^^^^^^^^^^^^^^
1269 Evergreen now highlights search terms on the public catalog's main search
1270 results page, the record detail page, and intermediate pages such as metarecord
1271 grouped results page. Highlighting search terms will help the user determine why
1272 a particular record (or set of records) was retrieved.
1274 Highlighting of matched terms uses the same stemming used to accomplish the
1275 search, as configured per field and class.
1277 This feature will help the user more quickly determine the relevance of a
1278 particular record by calling their attention to search terms in context. Lastly,
1279 it will help familiarize the user with how records are searched, including which
1280 fields are searched as well as exposing concepts like stemming.
1282 You can turn off search term highlighting by uncommenting the line
1283 `search.no_highlight = 1;` in `config.tt2`.
1285 When highlighting is generally enabled, it may be turned on or off on a per-page
1286 basis through the use of a UI component which will request the page again
1287 without highlighting.
1289 Highlighting of terms uses Template::Toolkit-driven CSS. A generic CSS class
1290 identifying a highlighted term, along with CSS classes identifying the search
1291 class and each search field are available for use for customization of the
1292 highlighting. A stock CSS template is provided as a baseline upon which sites
1296 Copy Location Filter Displays for System Searches
1297 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1298 The Shelving Location filter now displays on the advanced search page when
1299 a search is scoped to a library system, not just to an individual branch. If
1300 a library system is selected as the Search Library, the shelving location
1301 limiter will display any shelving location that is owned by the selected system
1302 or by the consortium. It will NOT display shelving locations owned by child
1305 Multi-source Attributes
1306 ^^^^^^^^^^^^^^^^^^^^^^^
1307 We now allow record attribute definitions to extract data using more than
1308 one strategy (XPath, tag+subfield, fixed field, etc.) as long as the values
1309 from various sources would, after normalization, have the same shape.
1313 This change allows us to configure multilingual search, by extracting values
1314 from both the 008 controlfield and the 041 datafield. Because the values
1315 in each can be normalized to the same controlled list (and, in practice, are
1316 already from the same normalized value set), catalog searches can now use normal
1317 boolean search semantics to find records with various combinations of
1318 language attributes.
1320 E.g., in the concerto test data:
1322 * `keyword: piano item_lang(eng) item_lang(ita)`
1325 Optional Display of Badges in Catalog
1326 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1327 A new setting controls whether badges (popularity, etc.) are displayed
1328 in the catalog. If you do not wish badges to be displayed, set the
1329 `ctx.hide_badge_scores` setting to "true" in `config.tt2`.
1335 Fixes to patron name/username search indexes
1336 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1337 When using pg_restore to restore an Evergreen database, some of the
1338 indexes used to speed up patron searches on names and usernames
1341 This release fixes the underlying issue and re-creates the indexes
1346 When using pg_restore to restore an affected database, the
1347 "unaccent" indexes on actor.usr would not be created due to an
1348 unqualified function reference in `evergreen.unaccent_and_squash`.
1350 The function will be replaced to resolve the search path issue,
1351 and the following indexes on actor.usr will be dropped and then
1354 * actor_usr_first_given_name_unaccent_idx;
1355 * actor_usr_second_given_name_unaccent_idx;
1356 * actor_usr_family_name_unaccent_idx;
1357 * actor_usr_usrname_unaccent_idx;
1359 This will be done even if the indexes are already present, and may
1360 take a few minutes on a database with many patrons.
1363 3.1.0 Acknowledgments
1364 ---------------------
1365 The Evergreen project would like to acknowledge the following
1366 organizations that commissioned developments in this release of
1369 * Albany Public Library (Oregon)
1370 * Consortium of Ohio Libraries
1372 * Indiana State Library
1373 * Georgia Public Library Service
1374 * Hagerstown - Jefferson Township Library
1375 * Linn-Benton Community College
1377 * Pennsylvania Integrated Library System
1378 * Sage Library System
1379 * Union County Public Library (Indiana)
1381 We would also like to thank the following individuals who contributed
1382 code, translations, documentations patches and tests to this release of
1409 We also thank the following organizations whose employees contributed
1413 * British Columbia Libraries Cooperative
1416 * Equinox Open Library Initiative
1417 * Georgia Public Library Service
1418 * Greater Clarks Hill Regional Library System
1419 * Jordanian Library and Information Association
1420 * King County Library System
1422 * Linn-Benton Community College
1425 * Traverse Area District Library
1427 We regret any omissions. If a contributor has been inadvertently
1428 missed, please open a bug at http://bugs.launchpad.net/evergreen/
projects / working / Evergreen.git / blob