1 Evergreen 3.1 Release Notes
2 ===========================
9 This release contains bug fixes improving on Evergreen 3.1.13.
10 All bug fixes refer to the web staff client unless otherwise specified.
18 * Accessibility improvements to the date picker calendar button (https://bugs.launchpad.net/evergreen/+bug/1796903[Bug #1796903])
19 * Blank values in CSV grid downloads now show as blank instead of 'null' (https://bugs.launchpad.net/evergreen/+bug/1766982[Bug #1766982])
20 * Fixes invalid language codes in the staff client and KPAC (https://bugs.launchpad.net/evergreen/+bug/1802593[Bug #1802593])
21 * Fixes display issue with menus at certain screen resolutions (https://bugs.launchpad.net/evergreen/+bug/1805895[Bug 1805895])
26 * Adds fund year to Distribution Formula fund dropdown menu (https://bugs.launchpad.net/evergreen/+bug/1329920[Bug 1329920])
31 * Extra whitespace in 856$9 subfields no longer prevents located URIs from being displayed
32 in electronic resource records. (https://bugs.launchpad.net/evergreen/+bug/1722827[Bug #1722827])
33 * Fixes issue in Item Status import where spaces or empty lines in barcode files caused an import failure (https://bugs.launchpad.net/evergreen/+bug/1798187[Bug #1798187])
34 * Fixes issue in Bucket grids where grid configurations were not saving correctly (https://bugs.launchpad.net/evergreen/+bug/1805895[Bug# 1805895])
35 * "Local catalog" is now at the top of the list of Z39.50 sources. (https://bugs.launchpad.net/evergreen/+bug/1787676[Bug #1787676])
36 * Fixes issue with authority_control_field.pl script (https://bugs.launchpad.net/evergreen/+bug/1650409[Bug #1650409])
41 * Fixes slowness issues with checkin and checkout grids (https://bugs.launchpad.net/evergreen/+bug/1777207[Bug #1777207])
42 * Fixes an issue that allowed staff to renew items to dates in the past. (https://bugs.launchpad.net/evergreen/+bug/1034058[Bug #1034058])
43 * Fixes an error that occured when checking in lost items when a certain setting was enabled. (https://bugs.launchpad.net/evergreen/+bug/1511765[Bug #1511765])
44 * Fixes an issue that caused the money summary to be missing from the patron record Bills tab. (https://bugs.launchpad.net/evergreen/+bug/1800484[Bug #1800484])
45 * Improves translations in Mark Damaged Popup. (https://bugs.launchpad.net/evergreen/+bug/1742523[Bug #1742523])
51 * Users can now hard code a list of filter values in a report template (https://bugs.launchpad.net/evergreen/+bug/1785061[Bug #1785061])
52 * Fixes an issue that caused column labels to re-sort when deleting fields in a template. (https://bugs.launchpad.net/evergreen/+bug/1751800[Bug #1751800])
53 * Fixes column type for Billing Totals and Billing Paid columns (https://bugs.launchpad.net/evergreen/+bug/1681930[Bug #1681930])
58 We would like to thank the following individuals who contributed code,
59 testing and documentation patches to the 3.1.14 point release of
86 This release contains bug fixes improving on Evergreen 3.1.12.
87 All bug fixes refer to the web staff client unless otherwise specified.
94 * Corrects a rounding error that caused fines to exceed the max fines
96 (https://bugs.launchpad.net/evergreen/+bug/1704819[Bug #1704819])
97 * Corrects an issue with printing Items Out receipts
98 (https://bugs.launchpad.net/evergreen/+bug/1790896[Bug #1790896])
99 * SIP Visa payments are now recorded as credit card, rather than cash
101 (https://bugs.launchpad.net/evergreen/+bug/1796942[Bug #1796942])
102 * Converting change to patron credit no longer requires staff members
103 to refresh the screen to see the new credit
104 (https://bugs.launchpad.net/evergreen/+bug/1775639[Bug #1775639])
105 * The patron summary now includes tooltips that were available in
107 (https://bugs.launchpad.net/evergreen/+bug/1772206[Bug #1772206])
108 * The patron holds grid now includes a SMS Carrier column
109 (https://bugs.launchpad.net/evergreen/+bug/1748265[Bug #1748265])
110 * When registering a new patron from Pending Patrons, the address
111 type dropdown now supports a default value
112 (https://bugs.launchpad.net/evergreen/+bug/1816180[Bug #1816180])
113 * The Items Out grid now includes a Monograph Parts column
114 (https://bugs.launchpad.net/evergreen/+bug/1789257[Bug #1789257])
115 * The annotate checkbox on the bill payment screen is now sticky
116 (https://bugs.launchpad.net/evergreen/+bug/1759343[Bug #1759343])
121 * The holdings editor saves default values more consistently
122 (https://bugs.launchpad.net/evergreen/+bug/1812900[Bug #1812900])
123 * Statistical categories and their entries are now alphabetized in the
124 holdings editor (Bugs
125 https://bugs.launchpad.net/evergreen/+bug/1744386[Bug #1744386] and
126 https://bugs.launchpad.net/evergreen/+bug/1777184[Bug #1777184])
127 * The holdings editor now lists monograph parts in reverse alphabetical
129 (https://bugs.launchpad.net/evergreen/+bug/1760893[Bug #1760893])
130 * Buckets created from the MARC Batch Import process are now available
131 in the MARC Batch Edit interface
132 (https://bugs.launchpad.net/evergreen/+bug/1440890[Bug #1440890])
133 * The record bucket interface only displays the Merge action when
134 multiple records are selected
135 (https://bugs.launchpad.net/evergreen/+bug/1760599[Bug #1760599])
140 * The menu in the top right corner is now named "Logout and more..."
141 (https://bugs.launchpad.net/evergreen/+bug/1796914[Bug #1796914])
146 * Avoids Internal Server Errors on search result page
147 (https://bugs.launchpad.net/evergreen/+bug/1155706[Bug #1155706])
148 * Double clicking the Place Hold button can no longer result in
150 (https://bugs.launchpad.net/evergreen/+bug/1029601[Bug #1029601])
155 * Adds a more user-friendly interface for boolean filters
156 (https://bugs.launchpad.net/evergreen/+bug/1642337[Bug #1642337])
158 System administration
159 ^^^^^^^^^^^^^^^^^^^^^
161 * Improves consistency in terminology in the Local Administration
163 (https://bugs.launchpad.net/evergreen/+bug/1776913[Bug #1776913])
167 * Fixes an automated test related to translations and internationalization
168 (https://bugs.launchpad.net/evergreen/+bug/1768987[Bug #1768987])
173 * Adds some foreign key functions that may be missing from your database
174 (https://bugs.launchpad.net/evergreen/+bug/1772028[Bug #1772028])
179 We would like to thank the following individuals who contributed code,
180 testing and documentation patches to the 3.1.13 point release of
212 This release contains bug fixes improving on Evergreen 3.1.11.
213 All bug fixes refer to the web staff client unless otherwise specified.
221 * Fixes a bug in the Booking URL path that failed with newer Apache
222 (https://bugs.launchpad.net/evergreen/+bug/1823387[Bug #1823387])
227 * Fixes a display bug with the patron record Group Members list
228 (https://bugs.launchpad.net/evergreen/+bug/1642036[Bug #1642036])
229 * Fixes title sort on the patron Items Out Screen
230 (https://bugs.launchpad.net/evergreen/+bug/1782014[Bug #1782014])
231 * Fixes the ability to place holds from item buckets
232 (https://bugs.launchpad.net/evergreen/+bug/1806394[Bug #1806394])
233 * Fixes a bug with editing the due date of an hourly loan that would lose the
234 time (https://bugs.launchpad.net/evergreen/+bug/1552778[Bug #1552778])
239 * Fixes a bug where copy templates would not apply properly
240 (https://bugs.launchpad.net/evergreen/+bug/1788680[Bug #1788680])
241 * Fixes the default cursor focus on the holdings editor
242 (https://bugs.launchpad.net/evergreen/+bug/1752968[Bug #1752968])
243 * Fixes a bug that failed to honor the "Retain empty bib records"
244 (cat.bib.keep_on_empty) setting when transferring items
245 (https://bugs.launchpad.net/evergreen/+bug/1333893[Bug #1333893])
250 * Restores ability to request password resets
251 (https://bugs.launchpad.net/evergreen/+bug/1804038[Bug #1804038])
253 System administration
254 ^^^^^^^^^^^^^^^^^^^^^
256 * Fixes the help text in action_trigger_aggregator.pl related to the remote-acct
257 argument (https://bugs.launchpad.net/evergreen/+bug/1803729[Bug #1803729])
258 * Adds a missing page title for the Statistical Popularity Badges admin page
259 (https://bugs.launchpad.net/evergreen/+bug/1826890[Bug #1826890])
264 We would like to thank the following individuals who contributed code,
265 testing and documentation patches to the 3.1.12 point release of
274 * Blake Graham-Henderson
291 This release contains bug fixes improving on Evergreen 3.1.10.
292 All bug fixes refer to the web staff client unless otherwise specified.
300 * Allows the Title Hold screen to remember previously selected pickup library
301 (https://bugs.launchpad.net/evergreen/+bug/1665534[Bug #1665534])
302 * Sorting improvements for printing the Holds Pull List
303 (https://bugs.launchpad.net/evergreen/+bug/1749502[Bug #1749502])
304 * Better display for non-catalogued checkouts in the offline checkout preview
305 pane (https://bugs.launchpad.net/evergreen/+bug/1818576[Bug #1818576])
310 * Fixes a bug that changed subfield order in bib record after editing a linked
311 authority (https://bugs.launchpad.net/evergreen/+bug/712490[Bug #712490])
312 * Allows opening multiple selected copies in Item Status screen from the
313 Holdings View (https://bugs.launchpad.net/evergreen/+bug/1734775[Bug
315 * Adds missing "Deleted?" column choice to Record Buckets
316 (https://bugs.launchpad.net/evergreen/+bug/1746360[Bug #1746360])
317 * Fixes the batch Call Number label field on the Volume editor to populate from
318 the MARC record (https://bugs.launchpad.net/evergreen/+bug/1793196[Bug
320 * Fixes a bug to allow editing the call number label for some but not all
321 attached copies (https://bugs.launchpad.net/evergreen/+bug/1794588[Bug
323 * Fixes the sort order of Parts on the Holdings View
324 (https://bugs.launchpad.net/evergreen/+bug/1800178[Bug #1800178])
326 System administration
327 ^^^^^^^^^^^^^^^^^^^^^
329 * Web client (websocket) logins are now properly tracked as user activity
330 (https://bugs.launchpad.net/evergreen/+bug/1818153[Bug #1818153])
331 * Fixes some log warnings related to Holds Depth
332 (https://bugs.launchpad.net/evergreen/+bug/1667497[Bug #1667497])
333 * Fixes a bug in the fine generator related to Bookings
334 (https://bugs.launchpad.net/evergreen/+bug/1819796[Bug #1819796])
339 We would like to thank the following individuals who contributed code,
340 testing and documentation patches to the 3.1.11 point release of
363 This release contains bug fixes improving on Evergreen 3.1.9.
364 All bug fixes refer to the web staff client unless otherwise specified.
372 * Catalogers can now set the Bib Source in the Z39.50 Overlay and Import interfaces (https://bugs.launchpad.net/evergreen/+bug/1727345[Bug #1727345])
373 * Fixes an issue where publishers display in the publication date column in copy buckets (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
374 * Electronic reources no longer display a call number called _##URI##_ in the Volume Editor (https://bugs.launchpad.net/evergreen/+bug/1752665[Bug #1752665])
375 * Spine/pocket label templates can now include circulation library and owning library (https://bugs.launchpad.net/evergreen/+bug/1726568[Bug #1726568])
380 * Fixes an issue where external documentation links can open in the reports module (https://bugs.launchpad.net/evergreen/+bug/1784893[Bug #1784893])
381 * Fixes an issue where publishers display as a publication date in reports (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
383 System administration
384 ^^^^^^^^^^^^^^^^^^^^^
386 * The _DELETE_COPY_ALERT_ permission no longer needs to be granted on the consortium level (https://bugs.launchpad.net/evergreen/+bug/1783421[Bug #1783421])
391 We would like to thank the following individuals who contributed code,
392 tests and documentation patches to the 3.1.10 point release of
411 This release contains bug fixes improving on Evergreen 3.1.8.
412 All bug fixes refer to the web staff client unless otherwise specified.
420 * 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.
425 * The template dropdown in the holdings editor now provides more space to accommodate longer template names.
426 * The drop-down of copy tag types in the Manage Copy Tags dialog now includes the owning library of the copy tag type.
431 * Fixes an issue with recalling checked-out materials.
432 * Added several missing columns to the patron bills grid.
433 * Corrected the display of the Bill Type column in the patron bills grid.
434 * Clarified the names of the "Billing Location" and "Grocery Billing Location" columns in the patron bills grid.
435 * 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.
436 * The Billing History transactions grid now remembers any changes that users make to the column settings.
437 * Fixes an issue with printing multiple copies of bills.
441 We would like to thank the following individuals who contributed code,
442 tests and documentation patches to the 3.1.9 point release of
447 * Andrea Buntz Neiman
464 This release contains bug fixes improving on Evergreen 3.1.7.
465 All bug fixes refer to the web staff client unless otherwise specified.
473 * Fixes a bug that blocked logging in from mobile browsers
474 * Fixes a readability issue with mobile menus
475 * Fixes performance issue related to grid tooltips.
480 * Improves the functionality of setting a default tab of a bib record
481 * The web client now remembers the most recently selected copy template
482 * Adds help tips to Print Item Labels Settings tab
483 * If you add or edit copies and/or volumes from the Holdings View tab,
484 the view now automatically refreshes to show your changes.
485 * Provides an upgrade to MODS 3.3 for older Evergreen installations.
486 * Improves usability of Z39.50 MARC View.
491 * Staff can now place multiple email addresses into the patron registration/
492 edit form, depending on the value of the `ui.patron.edit.au.email.regex`
494 * Fixes an issue with the offline circulation module.
495 * When merging two users, the non-lead account is now completely purged from
496 the database, rather than simply being marked as deleted.
501 * Removes incorrect copy counts from metarecord search results pages
502 * Electronic resources now display in the browse interfaces
504 System administration
505 ^^^^^^^^^^^^^^^^^^^^^
507 * The example Apache 2.4 configuration now enables remoteip.
508 * Improves syntax in the fm_idl file.
513 We would like to thank the following individuals who contributed code,
514 tests and documentation patches to the 3.1.8 point release of
538 This release contains bug fixes improving on Evergreen 3.1.6.
539 All bug fixes refer to the web staff client unless otherwise specified.
544 * Adds several columns to the items out grid.
545 * Adds the ability to copy patron addresses to the clipboard.
546 * Fixes several issues with adding new items and call numbers.
547 * Adds links to catalog records from the query and pending tabs of the Record Buckets interface.
548 * Corrects the date format used in several bucket interfaces.
549 * Adds a loading spinner to interfaces that are embedded in the web staff client via iframe
550 (such as the catalog).
554 We would like to thank the following individuals who contributed code,
555 tests and documentation patches to the 3.1.7 point release of
575 This release contains bug fixes improving on Evergreen 3.1.5.
576 All bug fixes refer to the web staff client unless otherwise specified.
581 * Fixes an issue that caused catalog searches to fail after a new library was added to the org tree.
582 * When you mouse over a grid cell in the client, a tooltip will display the full contents of the cell.
583 * Fixes issues with columns in the Item Status, Holdings View, Checkout, Patron Bill, Recent Circ History,
584 * Fixes various misspellings and capitalization issues in the interface.
585 * Circulation staff can now override a patron block that is placed from Messages/Apply Penalty.
586 * Fixes an issue with checking in hourly loans.
587 * Staff can now approve pending patron addresses in the patron edit interface.
588 * Prevents patron records from being merged with themselves.
589 * Fixes a bug where the patron card dialog would not allow the user to change the primary barcode under certain circumstances.
590 * Fixes issues with duplicate transit records.
591 * Adds the transit cancel time to the Most Recent Transits section of the Item Status Holds / Transit tab.
592 * Adds the "Show in Catalog" action back to the Item Status grid.
593 * Improvements to the Item Attribute Editor.
594 * Staff can now set a default search box in the Z39.50 search interface.
595 * Staff can now delete copy notes.
596 * Fixes an issue in which transferring items and vol/items caused statistical categories to disappear.
597 * In the MARC editor, the 007 physical characteristics wizard now has a different icon than the authority linker.
598 * Protects backordered acquisitions items from having their catalog items deleted.
599 * Fixes a problem where EDI ORDERS message were not visible in the EDI Messages interface.
600 * Fixes problems that occur when cloning a report template created in the XUL client.
601 * Fixes bugs that caused activity metric data when performing searches.
602 * Fixes an issue where the "Predict New Issues" button in the Serials module did not use the correct pattern.
603 * The KPAC now respects the `opac.holds.org_unit_not_pickup_lib` setting.
607 We would like to thank the following individuals who contributed code,
608 tests and documentation patches to the 3.1.6 point release of
638 This release contains bug fixes improving on Evergreen 3.1.4.
639 All bug fixes refer to the web staff client unless otherwise specified.
644 * Several strings are now displayed in the correct translation.
645 * Right clicking in grids results in more intuitive behavior.
646 * Usernames and barcodes containging the _%_ character no longer
647 experience problems logging in.
648 * Fixes cases in which the web client stops loading after the toolbar.
649 * Fixes problems in which using the web client in multiple tabs leads
650 to data inconsistency.
651 * Fixes an issue that caused authentication session checks to spam
652 the system and needlessly fill up logs.
653 * Boolean fields within grid views now say "Yes"/"No" instead of
655 * Fixes sorting issues in the patron search.
656 * Staff can now choose to print out only a selection of items out,
657 instead of having to print them all.
658 * The patron triggered event screen now respects the
659 `circ.staff.max_visible_event_age` library setting.
660 * Fixes an issue which caused an exception to be thrown during
661 non-cataloged item checkout.
662 * Fixes permission issues related to merging users.
663 * The bibliographic record summary now displays the call number that
664 matches the library's classification system.
665 * The copy editor now makes shelving locations visible to catalogers
666 from other libraries as needed.
667 * Once a record is overlayed in the Z39.50 screen, it is no longer
669 * Fixes several issues with the item status list view.
670 * When adding new copies, the circulation library now defaults to the
671 call number's owning library.
672 * Fixes display issues with the Print Item Labels page.
673 * Fixes an issue in which the staff client and the OPAC displayed
674 different counts of available items.
678 We would like to thank the following individuals who contributed code,
679 tests and documentation patches to the 3.1.5 point release of
703 This release contains bug fixes improving on Evergreen 3.1.3. Note that
704 all bug fixes refer to the web staff client unless otherwise specified.
709 * Fixes right-click issues with the Web client grids
710 * Fixes an issue with the Default SMS Carrier in the patron edit form.
711 * Fixes an issue that allowed overdue notices to be sent to a patron
712 whose long overdue item has been paid for.
713 * Checking in precat items now displays the "Route to Cataloging" alert each
714 time the item is checked in.
715 * Fixes an issue where alerts that had been cleared by a check-in continued
717 * Fixes an issue in which the Adjust to Zero feature
718 does not close a checked-in lost circ.
719 * Deleted copies that are still checked out can now be checked in.
720 * Fixes a mislabeled column in the patron checkout grid.
721 * Grocery bills are no longer styled the same way as overdue bills.
722 * Fixes an error with the missing pieces functionality.
723 * Courier codes now display in the transit slip receipt preview.
724 * Fixes several issues related to adding volumes.
725 * Fixes several issues related to empty volumes.
726 * Fixes several issues related to item and volume transfers.
727 * Fixes several issues with checkboxes in the volume/copy editor.
728 * The Item Status grid now displays OU shortnames instead of full names
729 for the "Circulation Library" column.
730 * The Volume/Copy editor now allows users to remove a value from the Age
731 Hold Protection field.
732 * Barcode completion now works in copy buckets.
733 * The Z39.50 interface now notices when another record has been marked
735 * Fixes a display issue for the Remove MARC Field Groups checkboxes in
736 the Z39.50 interface.
737 * Fixes a performance issue for the Validate button in the MARC Editor.
738 * Fixes an incorrect close tag in the Print Item Labels toolbar.
739 * Better scoping of copy tags in search results.
740 * Prevents sending invalid search.highlight_display_fields calls.
741 * Electronic Resource links now open in a new tab.
742 * Fixes an issue with the fiscal year close-out operation.
746 We would like to thank the following individuals who contributed code,
747 tests and documentation patches to the 3.1.4 point release of
770 This release contains bug fixes improving on Evergreen 3.1.2. Note that
771 all bug fixes refer to the web staff client unless otherwise specified.
776 * Fixes specific cases in which deleted records appear in search results.
777 * Fixes a performance issue with deleting patrons.
778 * The hold shelf dialog popup now lists the patron's notification
780 * Fixes an issue that prevented editing items when a monograph part
782 * Patron information is now available for use in the bills_current
783 and bills_historical receipt templates.
784 * The browser's "This page may contain unsaved data" warning now
785 appears when users click the update
786 expire date button in a patron account and attempt to navigate away
788 * The holds tab of the patron record now includes a monograph part
790 * The barcode box in the checkout screen
791 no longer hovers above patron record tabs when
792 staff users scroll down.
793 * Fixes an issue with the date of birth in the patron edit scren.
794 * The patron account bills grid are now color-coded by the item's
796 * Fixes an issue with the dropdown of billing type options.
797 * The Item Status screen now includes as a floating group column.
801 We would like to thank the following individuals who contributed code,
802 tests and documentation patches to the 3.1.3 point release of
805 * BC Libraries Cooperative
812 * Blake Graham-Henderson
832 This release contains bug fixes improving on Evergreen 3.1.1. Note that
833 all bug fixes refer to the web staff client unless otherwise specified.
841 * The MARC editor now handles 008 fields better.
842 * Adds spaces between subfields when suggesting a call
843 number for a new volume.
844 * MarcXML exports from the MARC Batch Import/Export ->
845 Export Records screen now downloads the file, rather than opening
847 * The Item Status Circulation Library column now displays a
848 shortname rather than the full library name.
849 * The Item Status Remaining Renewals column now displays
851 * The Item Status now has a "Last Renewal Workstation" column
853 * Fixes the circulation counts displayed in Item Status Details.
854 * Removes an error that got thrown in the Holdings View when a call number
856 * Fixes an issue where multiple copies with different values for required
857 statistical categories could not be edited and saved in batch.
858 * Add an option to remove floating in the copy editor.
859 * Fixes an issue with the floating dropdown in the copy editor.
860 * Fixes a problem in which the copy template didn't properly copy
862 * Reduces the number of API calls that the MARC Editor requires.
863 * The order of the Z39.50 servers on the Z39.50 import screen
864 no longer relies on capitalization.
869 * Fixes an issue that prevented the offline patron registration
871 * Fixes an issue with searching patrons by permission group.
872 * The barcodes in the patron search are now clickable.
873 * Staff members can now manually override the patron juvenile
874 flag value, regardless of the patron's date of birth.
875 * Checkboxes on patron registration screen are now properly aligned
877 * The user permission group dropdowns in the patron registration,
878 edit, and search interfaces now have scrollbars.
879 * The date picker on the checkout screen is now hidden unless
880 circ staff activates a specific due date option.
881 * The check-in screen now includes a copy status column.
882 * The Merge Patrons interface now displays the date of birth.
883 * The user bucket screen now displays the Bucket ID.
884 * The payment button on patron bills screen is now inactive if the
885 Payment Received field is blank.
886 * The Bill History receipt now includes a Finish date and a Last
888 * When a patron summary contains an image of the patron,
889 that image tag now has a null alt attribute to remove it from
890 the flow of a screen reader.
891 * Corrects an issue that caused the transit dialog to show the
893 * Corrects an issue with printing transit lists.
894 * "Find another target" on transiting hold no longer leaves the
896 * The images now display to distinguish hold and transit slips.
897 * The Clearable Holds list printout now only shows holds that have
899 * Restores the call number prefix and suffix fields to the holds
901 * The documentation at the top of the hold shelf slip template
903 * The cursor in the in-house use screen now automatically goes
904 to the barcode field.
905 * The in-house use screen now shows a copy status column.
906 * Add support for converting change to patron credit in the patron bills
907 interface, consistent with the XUL feature.
908 * Fixes a bug that caused pickup/request library fields to be
910 * Fixes a bug in the offline org unit tree.
912 Command-line system administration
913 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
915 * The novelist entry in `eg_vhost.conf` includes two new
917 * Corrects an issue with the `--max-sleep` argument on the
918 `action_trigger_runner.pl` support script.
919 * Corrects an issue with how the `eg_pbx_allocator.pl` script
920 detects an existing lock file.
921 * The 3.0.2-3.0.3 upgrade script disables triggers before
922 recalculating bib visibility.
927 * Fixes an issue that caused records with located URIs to be
928 retrieved in Copy Location and Copy Location Group searches.
929 * Fixes an error message that appeared in the search box
930 in the public catalog while placing hold after an advanced search.
931 * Restores the display of copy information for the user's
932 preferred library in the public catalog.
933 * Author and contributor names are no longer highlighted in
934 search results when the user has turned off highlighting.
935 * Fixes regression errors in the search results page.
936 * Removes redundant call numbers from the Show More Details
938 * The cast field in the catalog is now taken from the 511 field
939 when first indicator = 1, rather than the 508.
940 * Fixes a display issue caused by editing holds.
941 * Repairs broken author search links on the catalog record page.
946 * Fixes an issue that prevented users from searching for
947 receivable issues using Database ID or ISSN in the Serials
948 Batch Receive interface.
952 * Pins AngularJS support to version 1.6, which prevents unsupported
953 AngularJS versions (such as 1.7) from breaking the build process.
954 * Adds some padding to the bottom of Web Client interfaces.
955 * Logins now honor all org unit timeout settings.
956 * Evergreen will now identify and handle invalid timezones.
957 * Fixes an issue where a column header in some interfaces were automatically
958 highlighted in green when retrieving the interface.
959 * The parts column in the Item Status screen now displays parts data.
964 We would like to thank the following individuals who contributed code,
965 tests and documentation patches to the 3.1.2 point release of
1001 This release contains bug fixes improving on Evergreen 3.1.0.
1003 * Fixes a performance issue with the Patron Billing History screen and
1004 other screens that cause Flattener.pm to re-create joins
1006 * Fixes an issue that prevented patron alerts from showing to staff at
1008 * Corrects the "Holdable" attribute display on the Item Status detailed
1010 * Fixes the ability to delete multiple copies from Item Status.
1014 We would like to thank the following individuals who contributed code,
1015 tests and documentation patches to the 3.1.1 point release of
1030 Like many major Evergreen upgrades, 3.1 requires a full reingest of your
1031 bibliographic records before the system is usable again. While a basic reingest
1032 is included at the end of the upgrade script, it happens after the main
1033 COMMIT, so it is safe to cancel that and run the required reingest as you see
1034 fit (e.g. via pingest.pl).
1043 New Latency Tester Tool
1044 ^^^^^^^^^^^^^^^^^^^^^^^
1045 The Evergreen Web Staff Client now includes a section called *Tests* linked from
1046 *Administration -> Workstation*. The *Tests* page houses a simple tool
1047 that can be used to test the latency of the websocket connection between the
1048 client and the server (via the `opensrf.echo` service).
1050 This page displays which Evergreen host server is being queried. Upon hitting
1051 the blue "Start Test" button for the first time, it will issue 10 sequentially
1052 fired requests in order to get a solid initial average. Clicking the button a
1053 second time will take one more measurement and recalculate the average
1054 latency. The results can be copied to clipboard for troubleshooting purposes
1055 and also cleared from display.
1057 marc_export --uris option
1058 ^^^^^^^^^^^^^^^^^^^^^^^^^
1059 The marc_export support script now has a `--uris` option (short form:
1060 `-u`) to export records with located URIs (i.e. electronic resources). When
1061 used by itself, it will export only records that have located URIs. When
1062 used in conjunction with `--items`, it will add records with located URIs
1063 but no items/copies to the output. If combined with a `--library` or
1064 `--descendants` option, this option will limit its output to those
1065 records with URIs at the designated libraries. The best way to use
1066 this option is in combination with the `--items` and one of the
1067 `--library` or `--descendants` options to export *all* of a library's
1068 holdings both physical and electronic.
1074 Sample Data Includes Surveys
1075 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1076 The Concerto sample data set now includes patron surveys, questions,
1077 answers, and responses.
1079 Virtual Index Definitions
1080 ^^^^^^^^^^^^^^^^^^^^^^^^^
1081 The practical purpose of Virtual Index Definitions is to supply an Evergreen
1082 administrator with the ability to control the weighting and field inclusion of
1083 values in the general keyword index, commonly referred to as "the blob,"
1084 without requiring tricky configuration that has subtle semantics, an
1085 over-abundance of index definitions which can slow search generally, or the
1086 need to reingest all records on a regular basis as experiments are performed
1087 and the configuration refined. Significant results of recasting keyword indexes
1088 as a set of one or more Virtual Index Definitions will be simpler search
1089 configuration management, faster search speed overall, and more practical
1090 reconfiguration and adjustment as needed.
1092 Previously, in order to provide field-specific weighting to
1093 keyword matches against titles or authors, an administrator must duplicate many
1094 other index definitions and supply overriding weights to those duplicates. This
1095 not only complicates configuration, but slows down record ingest as well as
1096 search. It is also fairly ineffective at achieving the goal of weighted keyword
1097 fields. Virtual Index Definitions will substantially alleviate the need for
1098 these workarounds and their consequences.
1100 * A Virtual Index Definition does not require any configuration for
1101 extracting bibliographic data from records, but instead can become a sink for
1102 data collected by other index definitions, which is then colocated together to
1103 supply a search target made up of the separately extracted data. Virtual Index
1104 Definitions are effectively treated as aggregate definitions, matching across
1105 all values extracted from constituent non-virtual index definitions. They can
1106 further make use of the Combined class functionality to colocate all values in a
1107 class together for matching even across virtual fields.
1109 * Configuration allows for weighting of constituent index definitions that
1110 participate in a Virtual Index Definition. This weighting is separate from the
1111 weighting supplied when the index definition itself is a search target.
1113 * The Evergreen QueryParser driver returns the list of fields actually
1114 searched using every user-supplied term set, including constituent expansion
1115 when a Virtual Index Definition is searched. In particular, this will facilitate
1116 Search Term Highlighting described below.
1118 * Stock configuration changes make use of pre-existing, non-virtual index
1119 definitions mapped to new a Virtual Index Definition that implements the
1120 functionality provided by the `keyword|keyword` index definition. The
1121 `keyword|keyword` definition is left in place for the time being, until more data
1122 can be gathered about the real-world effect of removing it entirely and
1123 replacing it with Virtual Index Definition mappings.
1125 * New system administration functions will be created to facilitate
1126 modification of Virtual Index Definition mapping, avoiding the need for a full
1127 reingest when existing index definitions are added or removed from a virtual
1130 Increased use of Metabib Display Fields
1131 +++++++++++++++++++++++++++++++++++++++
1132 We use Metabib Display Fields (newly available in 3.0) to render catalog search
1133 results, intermediate metarecord results, and record detail pages. This requires
1134 the addition of several new Metabib Display Field definitions, as well as Perl
1135 services to gather and render the data.
1137 We also use more Metabib Display Fields in the client. As a result,
1138 bibliographic fields will display in proper case in more client interfaces and
1139 in Evergreen reports.
1143 A new AngularJS "MARC Search/Facet Fields" interface has been created to replace
1144 the Dojo version, and both have been extended to support Virtual Index
1145 Definition data supplier mapping and weighting.
1147 Settings & Permissions
1148 ++++++++++++++++++++++
1149 The new Virtual Index Definition data supplier mapping table,
1150 `config.metabib_field_virtual_map`, requires the same permissions as the
1151 MARC Search/Facet Fields interface: CREATE_METABIB_FIELD, UPDATE_METABIB_FIELD,
1152 DELETE_METABIB_FIELD, or ADMIN_METABIB_FIELD for all actions
1156 There now exist several new database tables and functions primarily in support
1157 of search highlighting. Additionally, the QueryParser driver for Evergreen has
1158 been augmented to be able to return a data structure describing how the search
1159 was performed, in a way that allows a separate support API to gather a
1160 highlighted version of the Display Field data for a given record.
1164 By default, the following fields will be weighted more heavily in keyword
1165 searches. Administrators can change these defaults by changing the values in the
1166 "All searchable fields" virtual index in the "MARC Search/Facet Fields"
1170 * Main title (a new index limited to the words in the 245a)
1174 In addition, note indexes and the physical description index will receive
1175 less weight in default keyword searches.
1177 Re-ingest or Indexing Dependencies
1178 ++++++++++++++++++++++++++++++++++
1179 With the addition and modification of many Index Definitions, a full reingest is
1180 recommended. However, search will continue to work as it did previously
1181 for those records that have not yet been reingested. Therefore a slow, rolling
1182 reingest is recommended.
1184 Performance Implications or Concerns
1185 ++++++++++++++++++++++++++++++++++++
1186 Because the Metabib Display Fields infrastructure will eventually replace
1187 functionality that is significantly more CPU-intensive in the various forms of
1188 XML parsing, XSLT transformation, XPath calculation, and
1189 Metabib Virtual Record construction, it is expected that the overall CPU load
1190 will be reduced by this development, and ideally the overall time required to
1191 perform and render a search will likewise drop. It is unlikely that the speed
1192 increase will be visible to users on a per-search basis, but that search in
1193 aggregate will become a smaller consumer of resources.
1201 When 2 or more bib records are merged, all records involved are stamped
1202 with a new `merge_date` value. For any bib record, this field indicates
1203 the last time it was involved in a merge. At the same time, all
1204 subordinate records (i.e. those deleted as a product of the merge) are
1205 stamped with a `merged_to` value indicating which bib record the source
1206 record was merged with.
1208 In the browser client bib record display, a warning alert now appears
1209 along the top of the page (below the Deleted alert) indicating when a
1210 record was used in a merge, when it was merged, and which record it was
1211 merge with, rendered as a link to the target record.
1217 Alternate Patron Hold Pickup
1218 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1219 This feature adds a bit of convenience to a common task: checking out
1220 an item on hold to another patron (typically a family member or helper).
1222 When you checkout the item, you will get a pop-up window with warnings associated
1223 with this item. The "ITEM_ON_HOLDS_SHELF" message is now expanded to
1225 * Let you know the name of the person who had placed the hold.
1226 * Give you the option (in the form of a checkbox) of cancelling the
1227 hold placed by the above-named patron. (Checked = Cancel the hold;
1228 Unchecked = Leave the hold in place)
1230 The initial value of the checkbox is derived from the
1231 `circ.clear_hold_on_checkout` organizational setting.
1233 If the operator has CANCEL_HOLD privilege, then if the checkbox is checked and
1234 the checkout is allowed to proceed, the hold will be cancelled with a note that
1235 the item was checked out to another patron.
1237 This feature is available in the browser-based staff client.
1239 New Patron Billing Statement
1240 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1241 The Evergreen web staff client now includes a patron billing statement,
1242 which summarizes a patron's bills, credits and payments in a familiar
1243 layout. This can be found on the "Statement" tab of the Patron Bill
1244 Details page. (From the Patron Bills page, double-click a row to view
1245 its details, or choose "Full Details" from the Actions menu.)
1247 Enhanced Billing Timestamp Support
1248 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1249 Previously, billings had to make do with a single timestamp attempting
1250 to fill two different roles. In the case of an overdue fine, the
1251 timestamp represented the *end* of the fine period for that billing,
1252 while for all other fines, the timestamp was merely the time the bill
1253 was created. This setup generally worked, but not without confusion,
1254 and limited our ability to understand and process the data.
1256 Billings will now have up to three timestamps: a create date, and when
1257 applicable, a fine period start and a fine period end. This clarifies
1258 and simplifies things like backdating, retrospective fine generation,
1259 account balancing for negative balance avoidance, and billing timeline
1262 Copy Alerts and Suppression Matrix
1263 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1264 The Copy Alerts feature allows library staff to add customized alert
1265 messages to copies. The copy alerts will appear when a specific event
1266 takes place, such as when the copy is checked in, checked out, or
1267 renewed. Alerts can be temporary or persistent: temporary alerts will be
1268 disabled after the initial alert and acknowledgement from staff, while
1269 persistent alerts will display each time the alert event takes place.
1270 Copy Alerts can be configured to display at the circulating or owning
1271 library only or, alternatively, when the library at which the alert
1272 event takes place is not the circulating or owning library. Copy Alerts
1273 can also be configured to provide options for the next copy status that
1274 should be applied to an item. Library administrators will have the
1275 ability to create and customize Copy Alert Types and to suppress copy
1276 alerts at specific org units.
1278 Copy alerts can be added via the volume/creator and the check in,
1279 check out, and renew pages. Copy alerts can also be managed at the
1282 Copy alert types can be managed via the Copy Alert Types page in
1283 Local Administration, and suppression of them can be administered
1284 via the Copy Alert Suppression page under Local Administration.
1286 Place Multiple Holds At Once
1287 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1288 Users with the appropriate permissions now have the ability to place multiple
1289 title/metarecords holds at once. This feature is especially beneficial for book
1290 clubs and reading groups, which need to place holds on multiple copies of a
1293 In order to use the feature:
1295 * Set the _Maximum number of duplicate holds allowed_ Library Setting
1296 (`circ.holds.max_duplicate_holds`) to a number higher than 1
1297 * Log in as a user with the CREATE_DUPLICATE_HOLDS
1299 When placing a title or metarecord hold, a _Number of copies_ field will
1300 display for these users. This field is not available when placing part, volume
1303 This feature does not change the way in which the system fills holds. The
1304 multiple holds will fill in the same way that they would if the user had placed
1305 multiple holds separately.
1307 New Notice Columns in Items Out Grid
1308 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1309 The grid in the patron "items out" page in the Evergreen web staff client has two new
1310 columns indicating the number of notifications generated for a given loan and the date of
1311 the most recent notification. These columns will allow circulation staff to better respond to
1312 patron questions about whether they were sent notification about an overdue item.
1314 The columns are based on the number of completed Action Trigger events on the
1315 loan that have a 'checkout.due' hook. In other words, they would include overdue
1316 and courtesy notices.
1318 A new library setting, "Exclude Courtesy Notices from Patrons Itemsout Notices Count",
1319 if set will cause the notice count and date fields to exclude courtesy notices.
1321 Patron Email Addresses Now Clickable In Web Staff Client
1322 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1323 Adds a mailto link to the patron's email in their profile so it can
1324 be clicked to send and email to the patron. No new settings or
1325 permissions are included in this feature.
1327 Pickup Library for Staff-placed Holds
1328 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1329 Adds a new library setting, _circ.staff_placed_holds_fallback_to_ws_ou_,
1330 that helps determine the hold pickup library in cases where patrons don't
1331 have a preferred hold pickup library in their account and a staff member
1332 is placing the hold on their behalf.
1334 * When this setting is true and the patron doesn't have a preferred
1335 library listed, the hold pickup library will default to the
1336 workstation's organizational unit.
1337 * When this setting is false and the patron doesn't have a preferred
1338 library listed, the hold pickup library will default to the
1339 patron's home library.
1344 Search Term Highlighting
1345 ^^^^^^^^^^^^^^^^^^^^^^^^
1346 Evergreen now highlights search terms on the public catalog's main search
1347 results page, the record detail page, and intermediate pages such as metarecord
1348 grouped results page. Highlighting search terms will help the user determine why
1349 a particular record (or set of records) was retrieved.
1351 Highlighting of matched terms uses the same stemming used to accomplish the
1352 search, as configured per field and class.
1354 This feature will help the user more quickly determine the relevance of a
1355 particular record by calling their attention to search terms in context. Lastly,
1356 it will help familiarize the user with how records are searched, including which
1357 fields are searched as well as exposing concepts like stemming.
1359 You can turn off search term highlighting by uncommenting the line
1360 `search.no_highlight = 1;` in `config.tt2`.
1362 When highlighting is generally enabled, it may be turned on or off on a per-page
1363 basis through the use of a UI component which will request the page again
1364 without highlighting.
1366 Highlighting of terms uses Template::Toolkit-driven CSS. A generic CSS class
1367 identifying a highlighted term, along with CSS classes identifying the search
1368 class and each search field are available for use for customization of the
1369 highlighting. A stock CSS template is provided as a baseline upon which sites
1373 Copy Location Filter Displays for System Searches
1374 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1375 The Shelving Location filter now displays on the advanced search page when
1376 a search is scoped to a library system, not just to an individual branch. If
1377 a library system is selected as the Search Library, the shelving location
1378 limiter will display any shelving location that is owned by the selected system
1379 or by the consortium. It will NOT display shelving locations owned by child
1382 Multi-source Attributes
1383 ^^^^^^^^^^^^^^^^^^^^^^^
1384 We now allow record attribute definitions to extract data using more than
1385 one strategy (XPath, tag+subfield, fixed field, etc.) as long as the values
1386 from various sources would, after normalization, have the same shape.
1390 This change allows us to configure multilingual search, by extracting values
1391 from both the 008 controlfield and the 041 datafield. Because the values
1392 in each can be normalized to the same controlled list (and, in practice, are
1393 already from the same normalized value set), catalog searches can now use normal
1394 boolean search semantics to find records with various combinations of
1395 language attributes.
1397 E.g., in the concerto test data:
1399 * `keyword: piano item_lang(eng) item_lang(ita)`
1402 Optional Display of Badges in Catalog
1403 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1404 A new setting controls whether badges (popularity, etc.) are displayed
1405 in the catalog. If you do not wish badges to be displayed, set the
1406 `ctx.hide_badge_scores` setting to "true" in `config.tt2`.
1412 Fixes to patron name/username search indexes
1413 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1414 When using pg_restore to restore an Evergreen database, some of the
1415 indexes used to speed up patron searches on names and usernames
1418 This release fixes the underlying issue and re-creates the indexes
1423 When using pg_restore to restore an affected database, the
1424 "unaccent" indexes on actor.usr would not be created due to an
1425 unqualified function reference in `evergreen.unaccent_and_squash`.
1427 The function will be replaced to resolve the search path issue,
1428 and the following indexes on actor.usr will be dropped and then
1431 * actor_usr_first_given_name_unaccent_idx;
1432 * actor_usr_second_given_name_unaccent_idx;
1433 * actor_usr_family_name_unaccent_idx;
1434 * actor_usr_usrname_unaccent_idx;
1436 This will be done even if the indexes are already present, and may
1437 take a few minutes on a database with many patrons.
1440 3.1.0 Acknowledgments
1441 ---------------------
1442 The Evergreen project would like to acknowledge the following
1443 organizations that commissioned developments in this release of
1446 * Albany Public Library (Oregon)
1447 * Consortium of Ohio Libraries
1449 * Indiana State Library
1450 * Georgia Public Library Service
1451 * Hagerstown - Jefferson Township Library
1452 * Linn-Benton Community College
1454 * Pennsylvania Integrated Library System
1455 * Sage Library System
1456 * Union County Public Library (Indiana)
1458 We would also like to thank the following individuals who contributed
1459 code, translations, documentations patches and tests to this release of
1486 We also thank the following organizations whose employees contributed
1490 * British Columbia Libraries Cooperative
1493 * Equinox Open Library Initiative
1494 * Georgia Public Library Service
1495 * Greater Clarks Hill Regional Library System
1496 * Jordanian Library and Information Association
1497 * King County Library System
1499 * Linn-Benton Community College
1502 * Traverse Area District Library
1504 We regret any omissions. If a contributor has been inadvertently
1505 missed, please open a bug at http://bugs.launchpad.net/evergreen/
projects / working / Evergreen.git / blob