1 Evergreen 3.2 Release Notes
2 ===========================
9 This release contains bug fixes improving on Evergreen 3.2.9.
14 * Fix MARC View Display Issues (https://bugs.launchpad.net/evergreen/+bug/1843637[Bug 1843637])
15 * Add missing columns to patron record (https://bugs.launchpad.net/evergreen/+bug/1739607[Bug 1739607])
16 * Mark the permission.grp_descendants database table as STABLE (https://bugs.launchpad.net/evergreen/+bug/1768141[Bug 1768141])
17 * Webstaff locale picker repairs (https://bugs.launchpad.net/evergreen/+bug/1560805[Bug 1560805])
18 * Assign copy alert permissions (https://bugs.launchpad.net/evergreen/+bug/1811442[Bug 1811442])
19 * Fix issue where reports interface was partially loaded (https://bugs.launchpad.net/evergreen/+bug/1845050[Bug 1845050])
20 * Handle autorenewals when aging circulations (https://bugs.launchpad.net/evergreen/+bug/1840669[Bug 1840669])
21 * Default circulation auto_renewal field to FALSE (https://bugs.launchpad.net/evergreen/+bug/1839002[Bug 1839002])
22 * Add missing Auto Renewal fields to the IDL (https://bugs.launchpad.net/evergreen/+bug/1835577[Bug 1835577])
23 * Refactor auto_renewal back end code (https://bugs.launchpad.net/evergreen/+bug/1835035[Bug 1835035])
24 * Update Item Status templates for auto-renewal (https://bugs.launchpad.net/evergreen/+bug/1835085[Bug 1835085])
25 * Improve permissions when editing user accounts (e.g. editing your own account) (https://bugs.launchpad.net/evergreen/+bug/1842940[Bug 1842940])
26 * Reduce the cost of utility functions, speeding up search (https://bugs.launchpad.net/evergreen/+bug/1836963[Bug 1836963])
27 * Fixes Current Date in Date Returned in Circ History CSV (https://bugs.launchpad.net/evergreen/+bug/1813056[Bug 1813056])
28 * Fix Last Captured Hold Check for Holds Shelf (https://bugs.launchpad.net/evergreen/+bug/1827250[Bug 1827250])
29 * Only include OPAC-visible copies in SRU/Z39.50 holdings (https://bugs.launchpad.net/evergreen/+bug/1609556[Bug 1609556])
30 * Re-alphabetize Local & Server Administration Links (https://bugs.launchpad.net/evergreen/+bug/1803790[Bug 1803790])
31 * Allow saving Bill Full Details grids (https://bugs.launchpad.net/evergreen/+bug/1729435[Bug 1729435])
32 * Improve usability of Patron Bill History date selector (https://bugs.launchpad.net/evergreen/+bug/1841089[Bug 1841089])
33 * Fix when the "duplicate barcode" alert appears (https://bugs.launchpad.net/evergreen/+bug/1777698[Bug 1777698])
34 * Fix paging of pending patrons (https://bugs.launchpad.net/evergreen/+bug/1749970[Bug 1749970])
35 * Check bib visibility for located URI auto suggest (https://bugs.launchpad.net/evergreen/+bug/1802952[Bug 1802952])
36 * Patron Prefix and Suffix Display in Summary (https://bugs.launchpad.net/evergreen/+bug/1821969[Bug 1821969])
37 * Do not include Tag Owner in Tag (https://bugs.launchpad.net/evergreen/+bug/1825403[Bug 1825403])
38 * Avoid hard-coded paths in Apache config (https://bugs.launchpad.net/evergreen/+bug/1844720[Bug 1844720])
39 * Require some Storage submodules instead of use them (https://bugs.launchpad.net/evergreen/+bug/1835620[Bug 1835620])
40 * Remove extra grid refresh from configuration load (https://bugs.launchpad.net/evergreen/+bug/1846038[Bug 1846038])
44 We would like to thank the following individuals who contributed code,
45 testing and documentation patches to the 3.2.10 point release of Evergreen:
69 This release is a security release that fixes cross-site scripting
70 (XSS) vulnerabilities in the Evergreen public catalog. This release
71 also includes several other bugfixes improving on Evergreen 3.2.8.
73 Security Issue: XSS Vulnerability in Public Catalog
74 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
75 This release fixes several cross-site scripting (XSS) vulnerabilities
76 in the public catalog. When upgrading, Evergreen administrators should
77 review whether any of the following templates have been customized
78 or overridden. If so, either the template should be replaced with the
79 stock version or the XSS fix (which entails adding the `| html` filter
80 in several places) applied to the customized version.
82 * `Open-ILS/src/templates/opac/browse.tt2`
83 * `Open-ILS/src/templates/opac/parts/ebook_api/base_js.tt2`
84 * `Open-ILS/src/templates/opac/parts/header.tt2`
85 * `Open-ILS/src/templates/opac/parts/place_hold.tt2`
86 * `Open-ILS/src/templates/opac/parts/place_hold_result.tt2`
87 * `Open-ILS/src/templates/opac/parts/result/adv_filter.tt2`
89 They should also review the following templates. If these templates have
90 been customized or overridden, either the template should be replaced with
91 the stock version or the XSS fix (which entails adding `rel="nofollow` to
92 external links) applied to the customized version.
94 * `Open-ILS/src/templates/opac/parts/record/summary.tt2`
95 * `Open-ILS/src/templates/opac/parts/result/table.tt2`
100 Evergreen 3.2.9 also includes the following changes:
105 * Users can now save sort priorities for grids throughout the client
106 (https://bugs.launchpad.net/evergreen/+bug/1790169[Bug 1790169])
111 * Default hold transit slips no longer include patron's personal
112 information (https://bugs.launchpad.net/evergreen/+bug/1735847[Bug 1735847])
113 * Fixes an issue with the reshelving process
114 (https://bugs.launchpad.net/evergreen/+bug/1018011[Bug 1018011])
119 * Fixes issues related to cloning templates made in the XUL client
120 (https://bugs.launchpad.net/evergreen/+bug/1796945[Bug 1796945])
125 We would like to thank the following individuals who contributed code,
126 tests and documentation patches to the 3.2.9 security release of
135 * Blake Graham-Henderson
136 * Andrea Buntz Neiman
151 This release contains bug fixes improving on Evergreen 3.2.7.
152 All bug fixes refer to the web staff client unless otherwise specified.
160 * Accessibility improvements to the date picker calendar button (https://bugs.launchpad.net/evergreen/+bug/1796903[Bug #1796903])
161 * Blank values in CSV grid downloads now show as blank instead of reading 'null' (https://bugs.launchpad.net/evergreen/+bug/1766982[Bug #1766982])
162 * Fixes invalid language codes in the staff client and KPAC (https://bugs.launchpad.net/evergreen/+bug/1802593[Bug #1802593])
163 * Fixes display issue with menus at certain screen resolutions (https://bugs.launchpad.net/evergreen/+bug/1813078[Bug 1813078])
164 * Removes duplicate columns from several grids (https://bugs.launchpad.net/evergreen/+bug/1683385[Bug 1683385])
165 * Adds a login failed message to the Angular sign in screen when appropriate (https://bugs.launchpad.net/evergreen/+bug/1834969[Bug 1834969])
170 * Adds fund year to Distribution Formula fund dropdown menu (https://bugs.launchpad.net/evergreen/+bug/1329920[Bug 1329920])
175 * Extra whitespace in 856$9 subfields no longer prevents located URIs from being displayed in electronic resource records. (https://bugs.launchpad.net/evergreen/+bug/1722827[Bug #1722827])
176 * 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])
177 * The Item Status list and detail views now have the same actions available. (https://bugs.launchpad.net/evergreen/+bug/1775920[Bug #1775920])
178 * Adds record summary display to merge records (https://bugs.launchpad.net/evergreen/+bug/1739292[Bug #1739292])
179 * Fixes issue in Bucket grids where grid configurations were not saving correctly (https://bugs.launchpad.net/evergreen/+bug/1805895[Bug# 1805895])
180 * "Local catalog" is now at the top of the list of Z39.50 sources. (https://bugs.launchpad.net/evergreen/+bug/1787676[Bug #1787676])
181 * Fixes issue with authority_control_field.pl script (https://bugs.launchpad.net/evergreen/+bug/1650409[Bug #1650409])
182 * Fixes an issue with the "Retrieve Last Bib Record" action. (https://bugs.launchpad.net/evergreen/+bug/1830424[Bug #1830424])
183 * Fixes an issue with the Edit buttons in the Merge Records interface. (https://bugs.launchpad.net/evergreen/+bug/1836229[Bug #1836229])
184 * Fixes an issue with the _Clear_ button in the holdings template editor. (https://bugs.launchpad.net/evergreen/+bug/1803584[Bug #1803584])
190 * Fixes slowness issues with checkin and checkout grids (https://bugs.launchpad.net/evergreen/+bug/1777207[Bug #1777207])
191 * Fixes an issue that allowed staff to renew items to dates in the past. (https://bugs.launchpad.net/evergreen/+bug/1034058[Bug #1034058])
192 * 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])
193 * 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])
194 * Multiple improvements to the Mark Damaged Popup. (Bugs https://bugs.launchpad.net/evergreen/+bug/1759864[#1759864] and https://bugs.launchpad.net/evergreen/+bug/1742523[#1742523])
199 * Updates to the Angular client's .editorconfig file. (https://bugs.launchpad.net/evergreen/+bug/1838136[Bug #1838136])
204 * Accessibility improvements to form fields. (https://bugs.launchpad.net/evergreen/+bug/1735768[Bug #1735768])
209 * Users can now hard code a list of filter values in a report template (https://bugs.launchpad.net/evergreen/+bug/1785061[Bug #1785061])
210 * 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])
211 * Fixes column type for Billing Totals and Billing Paid columns (https://bugs.launchpad.net/evergreen/+bug/1681930[Bug #1681930])
216 We would like to thank the following individuals who contributed code,
217 testing and documentation patches to the 3.2.8 point release of
223 * Andrea Buntz Neiman
249 This release contains bug fixes improving on Evergreen 3.2.6.
250 All bug fixes refer to the web staff client unless otherwise specified.
257 * Corrects a rounding error that caused fines to exceed the max fines
259 (https://bugs.launchpad.net/evergreen/+bug/1704819[Bug #1704819])
260 * Corrects an issue with printing Items Out receipts
261 (https://bugs.launchpad.net/evergreen/+bug/1790896[Bug #1790896])
262 * SIP Visa payments are now recorded as credit card, rather than cash
264 (https://bugs.launchpad.net/evergreen/+bug/1796942[Bug #1796942])
265 * Converting change to patron credit no longer requires staff members
266 to refresh the screen to see the new credit
267 (https://bugs.launchpad.net/evergreen/+bug/1775639[Bug #1775639])
268 * The patron summary now includes tooltips that were available in
270 (https://bugs.launchpad.net/evergreen/+bug/1772206[Bug #1772206])
271 * The patron holds grid now includes a SMS Carrier column
272 (https://bugs.launchpad.net/evergreen/+bug/1748265[Bug #1748265])
273 * When registering a new patron from Pending Patrons, the address
274 type dropdown now supports a default value
275 (https://bugs.launchpad.net/evergreen/+bug/1816180[Bug #1816180])
276 * The Items Out grid now includes a Monograph Parts column
277 (https://bugs.launchpad.net/evergreen/+bug/1789257[Bug #1789257])
278 * The annotate checkbox on the bill payment screen is now sticky
279 (https://bugs.launchpad.net/evergreen/+bug/1759343[Bug #1759343])
280 * Group member details grid settings can now be saved
281 (https://bugs.launchpad.net/evergreen/+bug/1774707[Bug #1774707])
282 * The patron registration date of birth field can now display a
284 (https://bugs.launchpad.net/evergreen/+bug/1819181[Bug #1819181])
289 * The MARC editor displays a warning when a cataloger attempts to
290 close the tab without saving
291 (https://bugs.launchpad.net/evergreen/+bug/1538678[Bug #1538678])
292 * The MARC editor displays a warning when permissions issues
293 prevent a record from saving
294 (https://bugs.launchpad.net/evergreen/+bug/1693580[Bug #1693580])
295 * The holdings editor saves default values more consistently
296 (https://bugs.launchpad.net/evergreen/+bug/1812900[Bug #1812900])
297 * The flat-text editor now uses a monospace font
298 (https://bugs.launchpad.net/evergreen/+bug/1817601[Bug #1817601])
299 * Statistical categories and their entries are now alphabetized in the
300 holdings editor (Bugs
301 https://bugs.launchpad.net/evergreen/+bug/1744386[Bug #1744386] and
302 https://bugs.launchpad.net/evergreen/+bug/1777184[Bug #1777184])
303 * The holdings editor now lists monograph parts in reverse alphabetical
305 (https://bugs.launchpad.net/evergreen/+bug/1760893[Bug #1760893])
306 * Buckets created from the MARC Batch Import process are now available
307 in the MARC Batch Edit interface
308 (https://bugs.launchpad.net/evergreen/+bug/1440890[Bug #1440890])
309 * The record bucket interface only displays the Merge action when
310 multiple records are selected
311 (https://bugs.launchpad.net/evergreen/+bug/1760599[Bug #1760599])
312 * Fixes an issue with the displayed number of items out
313 (https://bugs.launchpad.net/evergreen/+bug/1770217[Bug #1770217])
318 * Fixes conflicting dependency information caused be the release of
320 (https://bugs.launchpad.net/evergreen/+bug/1830972[Bug #1830972])
321 * Angular grids include several new accessibility features and
323 (https://bugs.launchpad.net/evergreen/+bug/1816480[Bug #1816480])
324 * The menu in the top right corner is now named "Logout and more..."
325 (https://bugs.launchpad.net/evergreen/+bug/1796914[Bug #1796914])
326 * Several dropdown menus now require less scrolling
327 (https://bugs.launchpad.net/evergreen/+bug/1669120[Bug #1669120])
333 * Avoids Internal Server Errors on search result page
334 (https://bugs.launchpad.net/evergreen/+bug/1155706[Bug #1155706])
335 * Double clicking the Place Hold button can no longer result in
337 (https://bugs.launchpad.net/evergreen/+bug/1029601[Bug #1029601])
342 * Adds a more user-friendly interface for boolean filters
343 (https://bugs.launchpad.net/evergreen/+bug/1642337[Bug #1642337])
345 System administration
346 ^^^^^^^^^^^^^^^^^^^^^
348 * Improves consistency in terminology in the Local Administration
350 (https://bugs.launchpad.net/evergreen/+bug/1776913[Bug #1776913])
351 * The Library Settings Editor now displays some example timezones
352 for the lib.timezone setting
353 (https://bugs.launchpad.net/evergreen/+bug/1817332[Bug #1817332])
357 * Fixes an automated test related to translations and internationalization
358 (https://bugs.launchpad.net/evergreen/+bug/1768987[Bug #1768987])
363 * Adds some foreign key functions that may be missing from your database
364 (https://bugs.launchpad.net/evergreen/+bug/1772028[Bug #1772028])
369 We would like to thank the following individuals who contributed code,
370 testing and documentation patches to the 3.2.7 point release of
404 This release contains bug fixes improving on Evergreen 3.2.5.
405 All bug fixes refer to the web staff client unless otherwise specified.
413 * Fixes a compatibility problem with the Item Status screen related to
414 JavaScript arrow functions
415 (https://bugs.launchpad.net/evergreen/+bug/1821196[Bug #1821196])
420 * Fixes a bug in the Booking URL path that failed with newer Apache
421 (https://bugs.launchpad.net/evergreen/+bug/1823387[Bug #1823387])
426 * Fixes a display bug with the patron record Group Members list
427 (https://bugs.launchpad.net/evergreen/+bug/1642036[Bug #1642036])
428 * Fixes title sort on the patron Items Out Screen
429 (https://bugs.launchpad.net/evergreen/+bug/1782014[Bug #1782014])
430 * Fixes a refresh bug on the catalog record Holds View tab when moving between
431 records (https://bugs.launchpad.net/evergreen/+bug/1792188[Bug #1792188])
432 * Fixes the ability to place holds from item buckets
433 (https://bugs.launchpad.net/evergreen/+bug/1806394[Bug #1806394])
438 * Fixes a bug where copy templates would not apply properly
439 (https://bugs.launchpad.net/evergreen/+bug/1788680[Bug #1788680])
440 * Fixes the default cursor focus on the holdings editor
441 (https://bugs.launchpad.net/evergreen/+bug/1752968[Bug #1752968])
442 * Fixes a bug that failed to honor the "Retain empty bib records"
443 (cat.bib.keep_on_empty) setting when transferring items
444 (https://bugs.launchpad.net/evergreen/+bug/1333893[Bug #1333893])
445 * Fixes a bug that failed to include deleted bib records in TCN search
446 (https://bugs.launchpad.net/evergreen/+bug/1813633[Bug #1813633])
448 System administration
449 ^^^^^^^^^^^^^^^^^^^^^
451 * Added database indexes to speed up purging of Action Trigger event output
452 fields (https://bugs.launchpad.net/evergreen/+bug/1778940[Bug #1778940])
453 * Fixes the help text in action_trigger_aggregator.pl related to the remote-acct
454 argument (https://bugs.launchpad.net/evergreen/+bug/1803729[Bug #1803729])
455 * Adds a missing page title for the Closed Dates Editor
456 (https://bugs.launchpad.net/evergreen/+bug/1814943[Bug #1814943])
457 * Adds a missing page title for the Statistical Popularity Badges admin page
458 (https://bugs.launchpad.net/evergreen/+bug/1826890[Bug #1826890])
463 We would like to thank the following individuals who contributed code,
464 testing and documentation patches to the 3.2.6 point release of
473 * Blake Graham-Henderson
491 This release contains bug fixes improving on Evergreen 3.2.4.
492 All bug fixes refer to the web staff client unless otherwise specified.
500 * Improves the web client splash screen by linking the images along with their links
501 (https://bugs.launchpad.net/evergreen/+bug/1802662[Bug #1802662])
506 * Allows the Title Hold screen to remember previously selected pickup library
507 (https://bugs.launchpad.net/evergreen/+bug/1665534[Bug #1665534])
508 * Sorting improvements for printing the Holds Pull List
509 (https://bugs.launchpad.net/evergreen/+bug/1749502[Bug #1749502])
510 * Better display for non-catalogued checkouts in the offline checkout preview
511 pane (https://bugs.launchpad.net/evergreen/+bug/1818576[Bug #1818576])
516 * Fixes a bug that changed subfield order in bib record after editing a linked
517 authority (https://bugs.launchpad.net/evergreen/+bug/712490[Bug #712490])
518 * Allows opening multiple selected items in Item Status screen from the Holdings
519 View (https://bugs.launchpad.net/evergreen/+bug/1734775[Bug #1734775])
520 * Adds missing "Deleted?" column choice to Record Buckets
521 (https://bugs.launchpad.net/evergreen/+bug/1746360[Bug #1746360])
522 * Fixes the batch Call Number label field on the Call Number editor to populate
523 from the MARC record (https://bugs.launchpad.net/evergreen/+bug/1793196[Bug
525 * Fixes a bug to allow editing the call number label for some but not all
526 attached items (https://bugs.launchpad.net/evergreen/+bug/1794588[Bug
528 * Fixes the sort order of Parts on the Holdings View
529 (https://bugs.launchpad.net/evergreen/+bug/1800178[Bug #1800178])
530 * Adds missing action "Find Originating Acquisition" to Cataloging actions menu
531 (https://bugs.launchpad.net/evergreen/+bug/1705497[Bug #1705497])
532 * Keeps the Item Status screen updated after editing items
533 (https://bugs.launchpad.net/evergreen/+bug/1721109[Bug #1721109])
534 * Fixes a bug with the "checked" state of the Item note "Public Note" checkbox
535 (https://bugs.launchpad.net/evergreen/+bug/1778571[Bug #1778571])
536 * Fixes a bug with Item Alert counts in the Holdings view
537 (https://bugs.launchpad.net/evergreen/+bug/1798628[Bug #1798628])
538 * Improved display when merging bib records from a bucket (side by side, with
539 optional holdings) (https://bugs.launchpad.net/evergreen/+bug/1739293[Bug
541 * Fixes issues where edits to MARC records would fail to save during merge
542 (https://bugs.launchpad.net/evergreen/+bug/1776736[Bug #1776736])
544 System administration
545 ^^^^^^^^^^^^^^^^^^^^^
547 * Web client (websocket) logins are now properly tracked as user activity
548 (https://bugs.launchpad.net/evergreen/+bug/1818153[Bug #1818153])
549 * Fixes some log warnings related to Holds Depth
550 (https://bugs.launchpad.net/evergreen/+bug/1667497[Bug #1667497])
551 * Fixes a bug in the fine generator related to Bookings
552 (https://bugs.launchpad.net/evergreen/+bug/1819796[Bug #1819796])
553 * Fixes the Group Penalty Threshold link under the Local Administration menu
554 (https://bugs.launchpad.net/evergreen/+bug/1812389[Bug #1812389])
555 * Fixes a typo in seed data and all related PO files for translation
556 (https://bugs.launchpad.net/evergreen/+bug/1759238[Bug #1759238])
557 * Fixes an error in the sitemap_generator script when using the shortname
558 parameter (https://bugs.launchpad.net/evergreen/+bug/1808006[Bug #1808006])
563 We would like to thank the following individuals who contributed code,
564 testing and documentation patches to the 3.2.5 point release of
596 This release contains bug fixes improving on Evergreen 3.2.3.
597 All bug fixes refer to the web staff client unless otherwise specified.
605 * Adds appropriate alt text to the Evergreen splash page (https://bugs.launchpad.net/evergreen/+bug/1802594[Bug #1802594])
606 * The public catalog search box now only autofocuses when searching is the main purpose of the page (https://bugs.launchpad.net/evergreen/+bug/1796225[Bug #1796225])
611 * Fixes an issue that prevented purchase orders to not open in a new tab (https://bugs.launchpad.net/evergreen/+bug/1813290[Bug #1813290])
616 * The Billing History grids now save their configuration in the database (https://bugs.launchpad.net/evergreen/+bug/1806709[Bug #1806709])
621 * Catalogers can now set the Bib Source in the Z39.50 Overlay and Import interfaces (https://bugs.launchpad.net/evergreen/+bug/1727345[Bug #1727345])
622 * Fixes an issue where publishers display in the publication date column in copy buckets (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
623 * Electronic reources no longer display a call number called _##URI##_ in the Volume Editor (https://bugs.launchpad.net/evergreen/+bug/1752665[Bug #1752665])
624 * Spine/pocket label templates can now include circulation library and owning library (https://bugs.launchpad.net/evergreen/+bug/1726568[Bug #1726568])
630 * Fixes an issue where external documentation links can open in the reports module (https://bugs.launchpad.net/evergreen/+bug/1784893[Bug #1784893])
631 * Fixes an issue where publishers display as a publication date in reports (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
636 * Staff users can now set their prefered default Advanced Search pane (https://bugs.launchpad.net/evergreen/+bug/1799963[Bug #1799963])
637 * The public catalog search box now only autofocuses when searching is the main purpose of the page (https://bugs.launchpad.net/evergreen/+bug/1796225[Bug #1796225])
639 System administration
640 ^^^^^^^^^^^^^^^^^^^^^
642 * The _DELETE_COPY_ALERT_ permission no longer needs to be granted on the consortium level (https://bugs.launchpad.net/evergreen/+bug/1783421[Bug #1783421])
647 * The angular client now uses Angular 7 (https://bugs.launchpad.net/evergreen/+bug/1801984[Bug #1801984])
648 * The angular client grid actions can now be disabled depending on the criteria of which rows are selected (https://bugs.launchpad.net/evergreen/+bug/1808268[Bug #1808268])
649 * Angular client pages now display their own titles in the browser tab, rather than _AngEG_ (https://bugs.launchpad.net/evergreen/+bug/1813647[Bug #1813647])
654 We would like to thank the following individuals who contributed code,
655 tests and documentation patches to the 3.2.4 point release of
678 This release contains bug fixes improving on Evergreen 3.2.3.
679 All bug fixes refer to the staff client unless otherwise specified.
687 * Hatch is now deprecated for local data storage. Hatch is
688 still recommended for printing in certain situations.
693 * The new `edi_order_pusher.pl` now only pushes purchase orders
694 with a state of "on-order", to prevent older purchase orders
695 from being unintentionally pushed to vendors.
700 * The Z39.50 and record bucket interfaces now open relevant
701 catalog records in new tabs.
702 * Fixes a bug that prevented batch importing authority records.
703 * The template dropdown in the holdings editor now provides more
704 space to accommodate longer template names.
705 * The drop-down of copy tag types in the Manage Copy Tags dialog
706 now includes the owning library of the copy tag type.
711 * Fixes an issue with recalling checked-out materials.
712 * Added several missing columns to the patron bills grid.
713 * Corrected the display of the Bill Type column in the patron bills grid.
714 * Clarified the names of the "Billing Location" and "Grocery Billing
715 Location" columns in the patron bills grid.
716 * The Bill Full Details grid now includes a billing location column
717 for both circulation and grocery bills, as well as the owning library for
719 * The Billing History transactions grid now remembers any changes that
720 users make to the column settings.
721 * Fixes an issue with printing multiple copies of bills.
722 * Fixes an issue with saving self-registered patron accounts.
723 * Staff can now delete self-registered patron accounts.
725 System administration
726 ^^^^^^^^^^^^^^^^^^^^^
728 * Fixes the marc_stream_importer to be compatible with Vandelay session
730 * Includes an accessibility improvement for the Acquisitions
731 Administration interfaces.
736 We would like to thank the following individuals who contributed code,
737 tests and documentation patches to the 3.2.3 point release of
742 * Andrea Buntz Neiman
760 This release contains bug fixes improving on Evergreen 3.2.1.
761 All bug fixes refer to the web staff client unless otherwise specified.
769 * Fixes a bug that blocked logging in from mobile browsers
770 * Fixes a readability issue with mobile menus
771 * Fixes performance issue related to grid tooltips.
772 * Fixes an issue that caused some grid columns to appear
778 * Improves the functionality of setting a default tab of a bib record
779 * The web client now remembers the most recently selected copy template
780 * Adds help tips to Print Item Labels Settings tab
781 * If you add or edit copies and/or volumes from the Holdings View tab,
782 the view now automatically refreshes to show your changes.
783 * Provides an upgrade to MODS 3.3 for older Evergreen installations.
784 * Improves usability of Z39.50 MARC View.
790 * Fixes a daylight savings time-related circulation bug.
791 * Fixes a bug that caused deleted items to show up on the holds shelf.
792 * Staff can now place multiple email addresses into the patron registration/
793 edit form, depending on the value of the `ui.patron.edit.au.email.regex`
795 * Fixes an issue with the offline circulation module.
796 * When merging two users, the non-lead account is now completely purged from
797 the database, rather than simply being marked as deleted.
798 * Fixes a bug which prevented the canceling of holds from the title
804 * Removes incorrect copy counts from metarecord search results pages
805 * Electronic resources now display in the browse interfaces
806 * Restores ability to request password resets
808 System administration
809 ^^^^^^^^^^^^^^^^^^^^^
811 * The example Apache 2.4 configuration now enables remoteip.
812 * Improves syntax in the fm_idl file.
817 We would like to thank the following individuals who contributed code,
818 tests and documentation patches to the 3.2.2 point release of
842 This release contains bug fixes improving on Evergreen 3.2.0.
847 * Adds several columns to the items out grid.
848 * Adds the ability to copy patron addresses to the clipboard.
849 * Fixes several issues with adding new items and call numbers.
850 * Adds links to catalog records from the query and pending tabs of the Record Buckets interface.
851 * Corrects the date format used in several bucket interfaces.
852 * Adds a loading spinner to interfaces that are embedded in the web staff client via iframe
853 (such as the catalog).
854 * The new Angular 6 interfaces now use the correct favicon.
858 We would like to thank the following individuals who contributed code,
859 tests and documentation patches to the 3.2.1 point release of
880 Disabling of Legacy XUL Staff Client
881 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
882 The legacy XUL staff client is no longer supported in Evergreen
883 3.2.x and the server-side installation no longer supports a
884 direct connection by a version XUL client by default. *All
885 users of Evergreen 3.2.x are strongly urged to complete their
886 switch to the web staff client as part of upgrading to 3.2.x.*
888 Evergreen administrators who for some reason continue to wish
889 to deploy the XUL staff client can do so at their risk by
890 supplying `STAFF_CLIENT_STAMP_ID` during the `make install` step
891 and using `make_release` to create installers for the staff client.
892 However, no community support will be provided for the XUL client.
899 Existing Acquisitions report templates that reference the invoice 'complete'
900 field should be modified to check whether the new close_date field is NOT NULL
903 At deploy time, all invoices with a 'complete' value of TRUE will have their
904 'close_date' field set to NOW. A value is required, since this field is
905 now the source of whether an invoice is open or closed.
907 However, no values will be applied to the closed_by field for already closed
911 Angular6 Base Application
912 ~~~~~~~~~~~~~~~~~~~~~~~~~
914 System Admin Upgrade Notes
915 ^^^^^^^^^^^^^^^^^^^^^^^^^^
917 Like the AngularJS application, Evergreen releases will come with all
918 web browser staff client code pre-compiled. Admins only need to add an
919 Apache configuration change.
921 Add the following stanza to /etc/apache2/eg_vhost.conf.
924 --------------------------------------------------------------------------
925 RewriteCond %{REQUEST_URI} ^/eg2/
926 RewriteCond %{REQUEST_URI} !^/eg2/([a-z]{2}-[A-Z]{2})/
927 RewriteRule ^/eg2/(.*) https://%{HTTP_HOST}/eg2/en-US/$1 [R=307,L]
929 <Directory "/openils/var/web/eg2/en-US">
930 FallbackResource /eg2/en-US/index.html
932 --------------------------------------------------------------------------
934 For multi-locale sites, see the bottom section of
935 Open-ILS/examples/apache[_24]/eg_vhost.conf.in for a sample fr-CA
936 configuration. The section starts with "/eg2/ client setup and locale
939 Developer Upgrade Notes
940 ^^^^^^^^^^^^^^^^^^^^^^^
942 Developers building Angular code on existing installations need to update
943 their version of NodeJS by re-running the -developer prereqs installer.
946 --------------------------------------------------------------------------
947 sudo make -f Open-ILS/src/extras/Makefile.install <osname>-developer
948 --------------------------------------------------------------------------
951 Asynchronous Vandelay Imports
952 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
954 Users of NGINX as a reverse proxy may need to set a suitable
955 `client_max_body_size` value in the NGINX configuration so that large
956 MARC record uploads are not truncated. Note that this would have
957 always been necessary, but since this feature allows larger files
958 to be more reliably queued and imported, the need to set `client_max_body_size`
959 became more apparent.
962 Browser Client Settings & Preferences Stored on the Server
963 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
965 A new permission APPLY_WORKSTATION_SETTING has been added to control who
966 may apply values to workstation settings. Use something like the following
967 to apply the permission to all staff accounts (mileage may vary):
970 --------------------------------------------------------------------------
971 INSERT INTO permission.grp_perm_map (grp, perm, depth)
973 (SELECT id FROM permission.grp_tree WHERE name = 'Staff'), -- name may vary
974 (SELECT id FROM permission.perm_list WHERE code =
975 'APPLY_WORKSTATION_SETTING'),
978 --------------------------------------------------------------------------
980 Workstation setting types matching values previously stored in the browser
981 (via localStorage or Hatch) are created as part of this feature. During
982 upgrade, admins should consider whether any of these new setting types
983 should be transferred to user and/or org unit settings instead. Setting
984 type changes can be made at any time, but when a setting type is deleted
985 all of its data is deleted, so a change in type means re-applying the
986 settings in the browser client.
988 Values stored in the browser will automatically migrate to server settings
989 as each setting is accessed in the browser client. Once migrated, the
990 in-browser copies are deleted.
992 If a setting type does not exist where the browser expects one, the
993 value is stored in-browser instead and a warning is issued in the console.
1005 Auto-Cancel Line items When All Copies Are Canceled
1006 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1007 When a copy (line item detail) is canceled through the Acquisitions interface,
1008 the parent line item is also canceled if all copies for that line item are also
1009 canceled. The cancel reason given will come from:
1011 . The cancel reason for the just-canceled copy if it's a Keep Debits true
1013 . The cancel reason from any other copy on the lineitem that has a Keep
1014 Debits true cancel reason.
1015 . The cancel reason for the just-canceled copy if no copies have a Keep
1016 Debits true cancel reason.
1019 Invoice Closed Date and Closed By Fields
1020 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1021 Acquisitions invoices have 2 new fields:
1023 * Close Date -- This is set to the time when the ACQ user clicks the "Close"
1024 button in the invoice interface.
1025 ** This field 'replaces' the existing 'complete' field. An invoice is
1026 considered complete if a close date value is set.
1027 * Closed By -- This is set to the logged in staff user who performs the
1030 As with the now-defunct 'complete' field, but new fields are cleared in the
1031 event an invoice is reopened.
1033 These new fields are visible in the invoice interface under the
1034 'Show Details' action for closed invoices.
1036 Upgrading Invoice Reports
1037 +++++++++++++++++++++++++
1039 Existing report templates that reference the invoice 'complete' field
1040 should be modified to check whether the new close_date field is NOT NULL
1043 Other Upgrade Considerations
1044 ++++++++++++++++++++++++++++
1046 At deploy time, all invoices with a 'complete' value of TRUE will have their
1047 'close_date' field set to NOW. A value is required, since this field is
1048 now the source of whether an invoice is open or closed.
1050 However, no values will be applied to the closed_by field for already closed
1055 Patron Acquisitions Requests
1056 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1058 The existing interface for staff-mediated patron acquisition requests has been replaced in the web staff client with a re-implementation written in AngularJS, with some minor bug fixes (including access from the Patron interface) and other improvements.
1065 Hold Targeter Script has been Replaced
1066 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1068 The original hold_targeter.pl script has been renamed to
1069 "hold_targeter_legacy.pl", and the new-style hold targeting
1070 script has been renamed to "hold_targeter.pl". Administrators
1071 will want to change their crontab files to reflect this.
1075 ---------------------------------------------------------------------
1076 -*/15 * * * * . ~/.bashrc && $EG_BIN_DIR/hold_targeter.pl $SRF_CORE
1077 ---------------------------------------------------------------------
1081 -----------------------------------------------------------------------------------
1082 -*/15 * * * * . ~/.bashrc && $EG_BIN_DIR/hold_targeter.pl --osrf-config
1084 -----------------------------------------------------------------------------------
1086 The sample crontab file at `Open-ILS/examples/crontab.example` reflects
1094 Angular6 Base Application
1095 ^^^^^^^^^^^^^^^^^^^^^^^^^
1096 With Evergreen 3.2, we introduce the initial infrastructure for
1097 migrating to a new version of Angular. The structure of the new code
1098 is quite different from the AngularJS code and it runs as a separate
1099 application which communicates with the AngularJS app via shared storage
1100 and in-page URLs that link back and forth between the two.
1102 For this release, users will only be directed to the new Angular site
1103 when navigating to Administration => Acquisitions Administration. Once
1104 on this page, some of the admin interfaces will presented as Angular6
1105 interfaces, while others will direct users back to the AngularJS
1106 application. The Angular6 interfaces are the simpler, grid-based
1109 Acquisitions Admin Angular6 Interfaces
1110 ++++++++++++++++++++++++++++++++++++++
1115 * Claim Policy Actions
1122 * Invoice Item Types
1123 * Invoice Payment Method
1125 * Line Item MARC Attribute Definitions
1127 System Admin Upgrade Notes
1128 ++++++++++++++++++++++++++
1130 Like the AngularJS application, Evergreen releases will come with all
1131 web browser staff client code pre-compiled. Admins only need to add an
1132 Apache configuration change.
1134 Add the following stanza to /etc/apache2/eg_vhost.conf.
1137 --------------------------------------------------------------------------
1138 RewriteCond %{REQUEST_URI} ^/eg2/
1139 RewriteCond %{REQUEST_URI} !^/eg2/([a-z]{2}-[A-Z]{2})/
1140 RewriteRule ^/eg2/(.*) https://%{HTTP_HOST}/eg2/en-US/$1 [R=307,L]
1142 <Directory "/openils/var/web/eg2/en-US">
1143 FallbackResource /eg2/en-US/index.html
1145 --------------------------------------------------------------------------
1147 For multi-locale sites, see the bottom section of
1148 Open-ILS/examples/apache[_24]/eg_vhost.conf.in for a sample fr-CA
1149 configuration. The section starts with "/eg2/ client setup and locale
1152 Developer Upgrade Notes
1153 +++++++++++++++++++++++
1155 Developers building Angular code on existing installations need to update
1156 their version of NodeJS by re-running the -developer prereqs installer.
1159 --------------------------------------------------------------------------
1160 sudo make -f Open-ILS/src/extras/Makefile.install <osname>-developer
1161 --------------------------------------------------------------------------
1167 Add UPC to z39.50 search for OCLC and LOC
1168 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1169 Add UPC as a search attribute for both OCLC and LOC targets in
1170 z39.50 for cataloging.
1173 Asynchronous Vandelay Imports
1174 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1176 Vandelay imports are now monitored from the browser client asynchronously,
1177 meaning the client requests updates from the server instead of waiting for
1178 the server to respond to the original import request. This changes allows
1179 for incremental progress updates in the browser client.
1184 This adds a new database table vandelay.session_tracker for tracking
1185 in-progress vandelay upload activity. A new tracker row is added for
1186 each of "upload", "enqueue", and "import" actions, linked for a given
1187 session by the value stored in the "session_key" field.
1189 The table tracks other potentially useful data, like the staff member
1190 and workstation where the action was performed.
1194 Users of NGINX as a reverse proxy may need to set a suitable
1195 `client_max_body_size` value in the NGINX configuration so that large
1196 MARC record uploads are not truncated. Note that this would have
1197 always been necessary, but since this feature allows larger files
1198 to be more reliably queued and imported, the need to set `client_max_body_size`
1199 became more apparent.
1204 Support for Last Inventory Date
1205 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1206 Evergreen now provides an option to add an inventory date to items to facilitate
1207 the process of performing inventory in libraries. Staff can add an inventory
1208 date to an item in one of the following ways:
1209 * From the check in screen, there is now an Update Inventory check in modifier.
1210 When selected, scanned barcodes will have the current date/time added as the
1211 inventory date while the item is checked in.
1212 * From the Item Status screen, an action is available to add the current
1213 date/time as the inventory date to selected items.
1215 This new feature will also store the workstation that was used when the
1216 inventory date was updated.
1220 Parallel Ingest with pingest.pl
1221 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1222 A program named pingest.pl is now installed to allow faster bibliographic record
1223 ingest. It performs ingest in parallel so that multiple batches can
1224 be done simultaneously. It operates by splitting the records to be
1225 ingested up into batches and running all of the ingest methods on each
1226 batch. You may pass in options to control how many batches are run at
1227 the same time, how many records there are per batch, and which ingest
1230 NOTE: The browse ingest is presently done in a single process over all
1231 of the input records as it cannot run in parallel with itself. It
1232 does, however, run in parallel with the other ingests.
1234 Command Line Options
1235 ++++++++++++++++++++
1236 pingest.pl accepts the following command line options:
1239 The server where PostgreSQL runs (either host name or IP address).
1240 The default is read from the PGHOST environment variable or
1244 The port that PostgreSQL listens to on host. The default is read
1245 from the PGPORT environment variable or 5432.
1248 The database to connect to on the host. The default is read from
1249 the PGDATABASE environment variable or "evergreen."
1252 The username for database connections. The default is read from
1253 the PGUSER environment variable or "evergreen."
1256 The password for database connections. The default is read from
1257 the PGPASSWORD environment variable or "evergreen."
1260 Number of records to process per batch. The default is 10,000.
1263 Max number of worker processes (i.e. the number of batches to
1264 process simultaneously). The default is 8.
1271 Skip the selected reingest component.
1274 Start processing at this record ID.
1277 Stop processing when this record ID is reached.
1280 Read record IDs to reingest from standard input. This option
1281 conflicts with --start-id and/or --end-id.
1284 Stop processing after this many total seconds have passed. The
1285 default is to run until all records have been processed.
1292 View Authority Record by Database ID
1293 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1295 A new interface allows catalogers to retrieve a specific
1296 authority record using its database ID. Catalogers can
1297 find those IDs in subfield $0 of matching fields in
1298 bibliographic records.
1300 To use the new authority record viewer:
1302 . Click *Cataloging -> Retrieve Authority Record by ID*.
1303 . Type in the ID number of the authority record you are
1304 interested in. Don't include any prefixes, just the ID
1307 . View or edit the authority record as needed.
1316 Autorenewal of Loans
1317 ^^^^^^^^^^^^^^^^^^^^
1318 Circulation policies in Evergreen can now be configured to automatically renew
1319 certain items checked out on patron accounts. Circulations will be renewed
1320 automatically up to a custom limit (the `max_auto_renewal` field) and patrons
1321 will not need to log in to their OPAC accounts or ask library staff to manually
1324 Two new action triggers have been added to Evergreen that permit the Auto-Renew
1325 feature. They can be found, configured, and enabled in Administration>Local
1326 Administration>Notifications/Action Triggers. They are named **Autorenew** and
1327 **AutorenewNotify**.
1329 The **Autorenew** A/T definition uses the `checkout.due` hook to automatically
1330 validate and renew (in the reactor) circulations on the day they are due,
1331 grouped by user. The output events of this definition is is the input used by
1332 the related **AutorenewNotify** A/T that simply uses a new hook called
1333 `autorenewal` to notify patrons via email of their currently due or
1336 In the webstaff's Patron Items Out page, the new column `AutoRenewalsRemaining`
1337 indicates how many autorenewals are available for a particular circulation.
1343 Emergency Closing Handler
1344 ^^^^^^^^^^^^^^^^^^^^^^^^
1346 Staff are provided with interfaces and mechanisms to create library closings
1347 that, in addition to affecting future circulation and booking due dates, and
1348 hold shelf expirations, will automatically move existing circulation and booking
1349 due dates and hold shelf expiration times. This new functionality is
1350 conceptually described as Emergency Closings and business logic implementing it
1351 as the Emergency Closing Handler. It contains additions and adjustments to the
1352 user interface, business logic, and database layers. Access to this
1353 functionality is available through the Closed Dates Editor interface in the
1354 staff client which has been ported to AngularJS.
1359 This development has created new business logic code to inspect, in real time,
1360 existing circulation, booking, and hold records, and modify such date and time
1361 stamps so that the circulation, booking, or hold will end in the same state it
1362 would have if the closing had existed at the time the circulation or booking
1363 occurred, or the hold was placed and captured. Of specific note, hourly loans
1364 will have their due date adjusted to be the end of the day following the
1367 When the Emergency Closing is saved, any fines accrued during the closing may be
1368 voided, as settings dictate, with the exception of circulations that have been
1369 marked as LOST or LONG OVERDUE. That is, even for LOST and LONG OVERDUE
1370 circulations with due dates that fall within the Emergency Closing, no fine
1371 adjustment will be applied. Emergency Closing processing is permanent, and
1372 cannot be rolled back.
1374 This functionality is explicitly initiated by staff action. If staff do not
1375 request an Emergency Closing, existing circulations, bookings, and holds will
1376 not be processed and adjusted. However, if staff request any Closing that starts
1377 nearer in time than the length of the longest circulation duration configured
1378 for use in the Evergreen instance they will be prompted with the option to
1379 create the closing as an Emergency Closing.
1381 Action/Trigger hooks have been created for circulations and bookings that are
1382 adjusted by the Emergency Closing Handler. These will facilitate the creation of
1383 notifications to patrons that the due date has changed and to alert them to
1384 potential changes in accrued fines.
1386 Booking start dates are explicitly ignored in this implementation. Because an
1387 Emergency Closing is, by its nature, an unexpected event, it will be up to staff
1388 to address any bookings which intersect with a new Emergency Closings. Reports
1389 can be used to identify booking start dates that overlap with a closing and that
1390 may require staff intervention.
1392 Staff requesting and Emergency Closing must have the new EMERGENCY_CLOSING
1393 permission. Some text describing the feature.
1399 Patron Preferred Name and Name Search Keywords
1400 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1405 Adds a new set of patron preferred name fields for prefix, first,
1406 middle, last, and suffix allowing patrons to provide preferred name
1407 information. Preferred names are optional and each acts as an overlay
1408 to the analogous primary name field, making it possible to provide
1409 preferred name values for individual fields.
1411 For example, a patron named William Erickson may have a preferred first
1412 name (pref_first_given_name) of Bill, in which case the preferred name
1413 would be Bill Erickson. Note a preferred last name is not required in
1414 this case as the code uses primary name values as defaults when not
1415 replaced with a preferred version.
1417 * Patrons will see primary names displayed in the catalog when set.
1418 * Staff will see both primary name and preferred name in the patron
1420 * Patron searches for any given name field will search both the primary
1421 and preferred name data.
1422 * Preferred name fields are available in Action/Trigger templates and
1423 are present in various patron-focused print templates.
1428 Adds a new field to store miscellaneous patron name search terms. These
1429 values are only for searching and do not appear in any interfaces, apart
1430 from the patron summary side bar and the patron edit UI.
1432 Included is a new search field in the patron search UI which searches
1433 keyword values and all other name fields. It's essentially a global patron
1434 name keyword search.
1442 Disabling of legacy XUL staff client
1443 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1444 The legacy XUL staff client is no longer supported in Evergreen
1445 3.2.x and the server-side installation no longer supports a
1446 direct connection by a version XUL client by default. All
1447 users of Evergreen 3.2.x are strongly urged to complete their
1448 switch to the web staff client as part of upgrading to 3.2.x.
1450 Evergreen administrators who for some reason continue to wish
1451 to deploy the XUL staff client can do so at their risk by
1452 supplying `STAFF_CLIENT_STAMP_ID` during the `make install` step
1453 and using `make_release` to create installers for the staff client.
1454 However, no community support will be provided for the XUL client.
1459 Permission Group Display Entries
1460 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1461 In some cases, it is useful to have the ability to reorder permission, or to make
1462 only specific groups available in the permission group selector for specific
1463 Org Units. An interface has been made available to allow this.
1465 Group Tree Display Entry Interface
1466 ++++++++++++++++++++++++++++++++++
1468 Permission Group Display Entries can be reordered, added, or removed via
1469 _Administration -> Local Admin -> Permission Tree Display Entries_.
1470 Select the Org Unit you wish to edit the entries in.
1472 Entries may be added using the Add functionality, creating entries based
1473 on permission groups that have not been added to the tree for the Org
1474 Unit you wish to add them to.
1476 image::media/pgtde_01.png[Group Tree Display Entry Admin UI]
1480 Moving an entry will shift its position up or down in the patron profile
1481 selector for a given Org Unit.
1484 * Press either the *Move Up* or *Move Down* button. The entry will be
1485 moved up or down, accordingly.
1486 * Click *Save* to save your edits.
1488 NOTE: You may only move up or down entries that have sibling entries.
1492 If you want a particular Org Unit to not have access to specific
1493 entries, you may remove an entry. Removing an entry will remove it from
1494 view. The entry will be removed from the database.
1496 * Select an entry and press the *Remove* button.
1500 You may add entries from permission groups that are not currently
1501 reflected in the permission group tree. This is useful for moving
1502 entries to different parents, or making them root entries.
1504 image::media/pgtde_02.png[Add Entry modal]
1506 * If desired, select an entry to be used as the parent entry.
1507 * Press the *Add* button.
1508 * Select a permission group from the dropdown.
1509 * If you've selected a parent entry, you may check the *Add Root Entry*
1510 box to override that parent and add the entry on the root level.
1511 * If you did not select a parent entry, the entry will be added on the root
1516 Browser Client Settings & Preferences Stored on the Server
1517 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1518 Browser client settings and preferences that should persist over time are
1519 now stored as settings on the server. This allows settings to follow
1520 users and workstations and reduces problems associated with losing settings
1521 as a result of clearing browser data.
1523 The browser client honors setting values stored as user settings, workstation
1524 settings, and org unit settings, depending on which setting types are
1530 * No setting can be both a user and workstation setting. They are mutually
1532 * Any setting can be an org unit setting in addition to being a user or
1533 workstation setting.
1538 Read-only settings are useful for defining values that staff can use but
1539 not modify. For example, admins may wish to prevent users from locally
1540 modifying the grid configuration for a given interface so it remains
1541 consistent for all users.
1543 A setting is read-only when an org unit setting type exists (regardless of
1544 whether a value is applied) and no user or workstation setting type exists.
1546 Server-Stored Workstation Settings Workstation Admin View
1547 +++++++++++++++++++++++++++++++++++++++++++++++++++++++++
1549 There's a new "Server Workstation Prefs" tab to the stored preferences
1550 workstation admin interface. From here, users can view which
1551 preferences are stored as server-stored workstation preferences and
1552 delete select values.
1557 A new permission APPLY_WORKSTATION_SETTING has been added to control who
1558 may apply values to workstation settings. Use something like the following
1559 to apply the permission to all staff accounts (mileage may vary):
1562 --------------------------------------------------------------------------
1563 INSERT INTO permission.grp_perm_map (grp, perm, depth)
1565 (SELECT id FROM permission.grp_tree WHERE name = 'Staff'), -- name may vary
1566 (SELECT id FROM permission.perm_list WHERE code = 'APPLY_WORKSTATION_SETTING'),
1569 --------------------------------------------------------------------------
1571 Workstation setting types matching values previously stored in the browser
1572 (via localStorage or Hatch) are created as part of this feature. During
1573 upgrade, admins should consider whether any of these new setting types
1574 should be transferred to user and/or org unit settings instead. Setting
1575 type changes can be made at any time, but when a setting type is deleted
1576 all of its data is deleted, so a change in type means re-applying the
1577 settings in the browser client.
1579 Values stored in the browser will automatically migrate to server settings
1580 as each setting is accessed in the browser client. Once migrated, the
1581 in-browser copies are deleted.
1583 If a setting type does not exist where the browser expects one, the
1584 value is stored in-browser instead and a warning is issued in the console.
1587 More consistent terminology in the client
1588 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1589 Terminology has been updated in the staff client so that we consistently use
1590 the same name to describe the same thing. The following updates have been made:
1592 * The term 'item' is now consistently used to describe the barcoded entity
1593 that had been previously been called both an 'item' and a 'copy'. As a result,
1594 we now use the terms 'item buckets', 'item tags', and 'item alerts'.
1595 * The term 'volume' is no longer used in the client, with the exception of
1596 serials, where the term is used to describe serial volumes. The term 'call
1597 number' will replace volume in most other places.
1598 * 'Holdings' is a more general term used to describe a combination of items
1600 * The term 'Shelving Location' is used consistently in favor of 'Copy
1611 Batch Actions In the Public Catalog
1612 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1613 The public catalog now displays checkboxes on the bibliographic and
1614 metarecord constituents results pages. Selecting one or more titles
1615 by using the checkboxes will dynamically add those title to the
1616 temporary list, which is now renamed the cart.
1618 Above the results lists there is now a bar with a select-all checkbox,
1619 a link to the cart management page that also indicates the number of
1620 of titles in the cart, and a link to remove from the cart titles that
1621 are selected on the currently displayed results page.
1623 The search bar now includes an icon of a cart and displays the number
1624 of titles currently in the cart. Next to that icon is a menu of cart
1627 The cart actions available are Place Hold, Print Title Details,
1628 Email Title Details, Add Cart to Saved List, and Clear Cart. In the
1629 web staff client, the cart actions also include Add Cart to Bucket.
1630 When an action is selected from this menu, the user is given an
1631 opportunity to confirm the action and to optionally empty the cart
1632 when the action is complete. The action is applied to all titles
1635 Clicking on the cart icon brings the user to a page listing the
1636 titles in the cart. From there, the user can select specific records
1637 to request, print, email, add to a list, or remove from the cart.
1639 The list of actions on the record details page now provides separate
1640 links for adding the title to a cart or to a permanent list.
1642 The permanent list management page in the public catalog now also
1643 includes batch print and email actions.
1645 Additional information
1646 ++++++++++++++++++++++
1647 * The checkboxes do not display on the metarecord results page, as
1648 metarecords currently cannot be put into carts or lists.
1649 * The checkboxes are displayed only if JavaScript is enabled. However,
1650 users can still add items to the cart and perform batch actions on
1651 the cart and on lists.
1652 * A template `config.tt2` setting, `ctx.max_cart_size`, can be used to
1653 set a soft limit on the number of titles that can be added to the
1654 cart. If this limit is reached, checkboxes to add more records to the
1655 cart are disabled unless existing titles in the cart are removed
1656 first. The default value for this setting is 500.
1661 This patch adds to the public catalog two routes that return JSON
1664 * `GET /eg/opac/api/mylist/add?record=45`
1665 * `GET /eg/opac/api/mylist/delete?record=45`
1667 The JSON response is a hash containing a mylist key pointing to the list
1668 of bib IDs of contents of the cart.
1670 The record parameter can be repeated to allow adding or removing
1671 records as an atomic operation. Note that this change also now available
1672 to `/eg/opac/mylist/{add,delete}`
1674 More generally, this adds a way for EGWeb context loaders to specify that
1675 a response should be emitted as JSON rather than rendering an HTML
1676 page using `Template::Toolkit`.
1678 Specifically, if the context as munged by the context loader contains
1679 a `json_response` key, the contents of that key will to provide a
1680 JSON response. The `json_response_cookie` key, if present, can be used
1681 to set a cookie as part of the response.
1683 Template Toolkit processing is bypassed entirely when emitting a JSON
1684 response, so the context loader would be entirely responsible for
1685 localization of strings in the response meant for direct human
1691 New class for searchbar when on the homepage
1692 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1694 This adds the `.searchbar-home` class to the div that contains the searchbar
1695 when on the homepage. This allows sites to customize the searchbar differently
1696 on the homepage than in other places the search bar appears (for example,
1697 offering a large, Google-style search bar on the homepage only).
1702 To make customization easier, the username hint on the OPAC login page ("Please
1703 include leading zeros...") has been moved to a separate TT2 template. If you
1704 have customized the hint text, you will need to add your modifications to
1711 The Evergreen project would like to acknowledge the following
1712 organizations that commissioned developments in this release of
1715 * BC Libraries Cooperative
1716 * Consortium Of Ohio Libraries
1718 * Georgia Public Library Service
1719 * Indiana State Library
1720 * Lake Agassiz Regrional Library
1722 * North Texas Library Consortium
1723 * Northwest Regional Library
1724 * Pennsylvania Integrated Library System
1725 * South Carolina State Library
1727 We would also like to thank the following individuals who contributed
1728 code, translations, documentations patches and tests to this release of
1733 * Andrea Buntz Neiman
1742 * Blake Graham-Henderson
1743 * Francisco J Guel-Mendoza
1761 We also thank the following organizations whose employees contributed
1764 * BC Libraries Cooperative
1767 * Equinox Open Library Initiative
1768 * Government of Manitoba
1769 * Kenton County Public Library
1770 * King County Library System
1771 * Linn-Benton Community College
1775 We regret any omissions. If a contributor has been inadvertently
1776 missed, please open a bug at http://bugs.launchpad.net/evergreen/
projects / working / Evergreen.git / blob