1 Evergreen 3.2 Release Notes
2 ===========================
8 This release is a security release that fixes cross-site scripting
9 (XSS) vulnerabilities in the Evergreen public catalog. This release
10 also includes several other bugfixes improving on Evergreen 3.2.8.
12 Security Issue: XSS Vulnerability in Public Catalog
13 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
14 This release fixes several cross-site scripting (XSS) vulnerabilities
15 in the public catalog. When upgrading, Evergreen administrators should
16 review whether any of the following templates have been customized
17 or overridden. If so, either the template should be replaced with the
18 stock version or the XSS fix (which entails adding the `| html` filter
19 in several places) applied to the customized version.
21 * `Open-ILS/src/templates/opac/browse.tt2`
22 * `Open-ILS/src/templates/opac/parts/ebook_api/base_js.tt2`
23 * `Open-ILS/src/templates/opac/parts/header.tt2`
24 * `Open-ILS/src/templates/opac/parts/place_hold.tt2`
25 * `Open-ILS/src/templates/opac/parts/place_hold_result.tt2`
26 * `Open-ILS/src/templates/opac/parts/result/adv_filter.tt2`
28 They should also review the following templates. If these templates have
29 been customized or overridden, either the template should be replaced with
30 the stock version or the XSS fix (which entails adding `rel="nofollow` to
31 external links) applied to the customized version.
33 * `Open-ILS/src/templates/opac/parts/record/summary.tt2`
34 * `Open-ILS/src/templates/opac/parts/result/table.tt2`
39 Evergreen 3.2.9 also includes the following changes:
44 * Users can now save sort priorities for grids throughout the client
45 (https://bugs.launchpad.net/evergreen/+bug/1790169[Bug 1790169])
50 * Default hold transit slips no longer include patron's personal
51 information (https://bugs.launchpad.net/evergreen/+bug/1735847[Bug 1735847])
52 * Fixes an issue with the reshelving process
53 (https://bugs.launchpad.net/evergreen/+bug/1018011[Bug 1018011])
58 * Fixes issues related to cloning templates made in the XUL client
59 (https://bugs.launchpad.net/evergreen/+bug/1796945[Bug 1796945])
64 We would like to thank the following individuals who contributed code,
65 tests and documentation patches to the 3.2.9 security release of
74 * Blake Graham-Henderson
90 This release contains bug fixes improving on Evergreen 3.2.7.
91 All bug fixes refer to the web staff client unless otherwise specified.
99 * Accessibility improvements to the date picker calendar button (https://bugs.launchpad.net/evergreen/+bug/1796903[Bug #1796903])
100 * Blank values in CSV grid downloads now show as blank instead of reading 'null' (https://bugs.launchpad.net/evergreen/+bug/1766982[Bug #1766982])
101 * Fixes invalid language codes in the staff client and KPAC (https://bugs.launchpad.net/evergreen/+bug/1802593[Bug #1802593])
102 * Fixes display issue with menus at certain screen resolutions (https://bugs.launchpad.net/evergreen/+bug/1813078[Bug 1813078])
103 * Removes duplicate columns from several grids (https://bugs.launchpad.net/evergreen/+bug/1683385[Bug 1683385])
104 * Adds a login failed message to the Angular sign in screen when appropriate (https://bugs.launchpad.net/evergreen/+bug/1834969[Bug 1834969])
109 * Adds fund year to Distribution Formula fund dropdown menu (https://bugs.launchpad.net/evergreen/+bug/1329920[Bug 1329920])
114 * 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])
115 * 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])
116 * The Item Status list and detail views now have the same actions available. (https://bugs.launchpad.net/evergreen/+bug/1775920[Bug #1775920])
117 * Adds record summary display to merge records (https://bugs.launchpad.net/evergreen/+bug/1739292[Bug #1739292])
118 * Fixes issue in Bucket grids where grid configurations were not saving correctly (https://bugs.launchpad.net/evergreen/+bug/1805895[Bug# 1805895])
119 * "Local catalog" is now at the top of the list of Z39.50 sources. (https://bugs.launchpad.net/evergreen/+bug/1787676[Bug #1787676])
120 * Fixes issue with authority_control_field.pl script (https://bugs.launchpad.net/evergreen/+bug/1650409[Bug #1650409])
121 * Fixes an issue with the "Retrieve Last Bib Record" action. (https://bugs.launchpad.net/evergreen/+bug/1830424[Bug #1830424])
122 * Fixes an issue with the Edit buttons in the Merge Records interface. (https://bugs.launchpad.net/evergreen/+bug/1836229[Bug #1836229])
123 * Fixes an issue with the _Clear_ button in the holdings template editor. (https://bugs.launchpad.net/evergreen/+bug/1803584[Bug #1803584])
129 * Fixes slowness issues with checkin and checkout grids (https://bugs.launchpad.net/evergreen/+bug/1777207[Bug #1777207])
130 * Fixes an issue that allowed staff to renew items to dates in the past. (https://bugs.launchpad.net/evergreen/+bug/1034058[Bug #1034058])
131 * 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])
132 * 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])
133 * 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])
138 * Updates to the Angular client's .editorconfig file. (https://bugs.launchpad.net/evergreen/+bug/1838136[Bug #1838136])
143 * Accessibility improvements to form fields. (https://bugs.launchpad.net/evergreen/+bug/1735768[Bug #1735768])
148 * Users can now hard code a list of filter values in a report template (https://bugs.launchpad.net/evergreen/+bug/1785061[Bug #1785061])
149 * 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])
150 * Fixes column type for Billing Totals and Billing Paid columns (https://bugs.launchpad.net/evergreen/+bug/1681930[Bug #1681930])
155 We would like to thank the following individuals who contributed code,
156 testing and documentation patches to the 3.2.8 point release of
162 * Andrea Buntz Neiman
188 This release contains bug fixes improving on Evergreen 3.2.6.
189 All bug fixes refer to the web staff client unless otherwise specified.
196 * Corrects a rounding error that caused fines to exceed the max fines
198 (https://bugs.launchpad.net/evergreen/+bug/1704819[Bug #1704819])
199 * Corrects an issue with printing Items Out receipts
200 (https://bugs.launchpad.net/evergreen/+bug/1790896[Bug #1790896])
201 * SIP Visa payments are now recorded as credit card, rather than cash
203 (https://bugs.launchpad.net/evergreen/+bug/1796942[Bug #1796942])
204 * Converting change to patron credit no longer requires staff members
205 to refresh the screen to see the new credit
206 (https://bugs.launchpad.net/evergreen/+bug/1775639[Bug #1775639])
207 * The patron summary now includes tooltips that were available in
209 (https://bugs.launchpad.net/evergreen/+bug/1772206[Bug #1772206])
210 * The patron holds grid now includes a SMS Carrier column
211 (https://bugs.launchpad.net/evergreen/+bug/1748265[Bug #1748265])
212 * When registering a new patron from Pending Patrons, the address
213 type dropdown now supports a default value
214 (https://bugs.launchpad.net/evergreen/+bug/1816180[Bug #1816180])
215 * The Items Out grid now includes a Monograph Parts column
216 (https://bugs.launchpad.net/evergreen/+bug/1789257[Bug #1789257])
217 * The annotate checkbox on the bill payment screen is now sticky
218 (https://bugs.launchpad.net/evergreen/+bug/1759343[Bug #1759343])
219 * Group member details grid settings can now be saved
220 (https://bugs.launchpad.net/evergreen/+bug/1774707[Bug #1774707])
221 * The patron registration date of birth field can now display a
223 (https://bugs.launchpad.net/evergreen/+bug/1819181[Bug #1819181])
228 * The MARC editor displays a warning when a cataloger attempts to
229 close the tab without saving
230 (https://bugs.launchpad.net/evergreen/+bug/1538678[Bug #1538678])
231 * The MARC editor displays a warning when permissions issues
232 prevent a record from saving
233 (https://bugs.launchpad.net/evergreen/+bug/1693580[Bug #1693580])
234 * The holdings editor saves default values more consistently
235 (https://bugs.launchpad.net/evergreen/+bug/1812900[Bug #1812900])
236 * The flat-text editor now uses a monospace font
237 (https://bugs.launchpad.net/evergreen/+bug/1817601[Bug #1817601])
238 * Statistical categories and their entries are now alphabetized in the
239 holdings editor (Bugs
240 https://bugs.launchpad.net/evergreen/+bug/1744386[Bug #1744386] and
241 https://bugs.launchpad.net/evergreen/+bug/1777184[Bug #1777184])
242 * The holdings editor now lists monograph parts in reverse alphabetical
244 (https://bugs.launchpad.net/evergreen/+bug/1760893[Bug #1760893])
245 * Buckets created from the MARC Batch Import process are now available
246 in the MARC Batch Edit interface
247 (https://bugs.launchpad.net/evergreen/+bug/1440890[Bug #1440890])
248 * The record bucket interface only displays the Merge action when
249 multiple records are selected
250 (https://bugs.launchpad.net/evergreen/+bug/1760599[Bug #1760599])
251 * Fixes an issue with the displayed number of items out
252 (https://bugs.launchpad.net/evergreen/+bug/1770217[Bug #1770217])
257 * Fixes conflicting dependency information caused be the release of
259 (https://bugs.launchpad.net/evergreen/+bug/1830972[Bug #1830972])
260 * Angular grids include several new accessibility features and
262 (https://bugs.launchpad.net/evergreen/+bug/1816480[Bug #1816480])
263 * The menu in the top right corner is now named "Logout and more..."
264 (https://bugs.launchpad.net/evergreen/+bug/1796914[Bug #1796914])
265 * Several dropdown menus now require less scrolling
266 (https://bugs.launchpad.net/evergreen/+bug/1669120[Bug #1669120])
272 * Avoids Internal Server Errors on search result page
273 (https://bugs.launchpad.net/evergreen/+bug/1155706[Bug #1155706])
274 * Double clicking the Place Hold button can no longer result in
276 (https://bugs.launchpad.net/evergreen/+bug/1029601[Bug #1029601])
281 * Adds a more user-friendly interface for boolean filters
282 (https://bugs.launchpad.net/evergreen/+bug/1642337[Bug #1642337])
284 System administration
285 ^^^^^^^^^^^^^^^^^^^^^
287 * Improves consistency in terminology in the Local Administration
289 (https://bugs.launchpad.net/evergreen/+bug/1776913[Bug #1776913])
290 * The Library Settings Editor now displays some example timezones
291 for the lib.timezone setting
292 (https://bugs.launchpad.net/evergreen/+bug/1817332[Bug #1817332])
296 * Fixes an automated test related to translations and internationalization
297 (https://bugs.launchpad.net/evergreen/+bug/1768987[Bug #1768987])
302 * Adds some foreign key functions that may be missing from your database
303 (https://bugs.launchpad.net/evergreen/+bug/1772028[Bug #1772028])
308 We would like to thank the following individuals who contributed code,
309 testing and documentation patches to the 3.2.7 point release of
343 This release contains bug fixes improving on Evergreen 3.2.5.
344 All bug fixes refer to the web staff client unless otherwise specified.
352 * Fixes a compatibility problem with the Item Status screen related to
353 JavaScript arrow functions
354 (https://bugs.launchpad.net/evergreen/+bug/1821196[Bug #1821196])
359 * Fixes a bug in the Booking URL path that failed with newer Apache
360 (https://bugs.launchpad.net/evergreen/+bug/1823387[Bug #1823387])
365 * Fixes a display bug with the patron record Group Members list
366 (https://bugs.launchpad.net/evergreen/+bug/1642036[Bug #1642036])
367 * Fixes title sort on the patron Items Out Screen
368 (https://bugs.launchpad.net/evergreen/+bug/1782014[Bug #1782014])
369 * Fixes a refresh bug on the catalog record Holds View tab when moving between
370 records (https://bugs.launchpad.net/evergreen/+bug/1792188[Bug #1792188])
371 * Fixes the ability to place holds from item buckets
372 (https://bugs.launchpad.net/evergreen/+bug/1806394[Bug #1806394])
377 * Fixes a bug where copy templates would not apply properly
378 (https://bugs.launchpad.net/evergreen/+bug/1788680[Bug #1788680])
379 * Fixes the default cursor focus on the holdings editor
380 (https://bugs.launchpad.net/evergreen/+bug/1752968[Bug #1752968])
381 * Fixes a bug that failed to honor the "Retain empty bib records"
382 (cat.bib.keep_on_empty) setting when transferring items
383 (https://bugs.launchpad.net/evergreen/+bug/1333893[Bug #1333893])
384 * Fixes a bug that failed to include deleted bib records in TCN search
385 (https://bugs.launchpad.net/evergreen/+bug/1813633[Bug #1813633])
387 System administration
388 ^^^^^^^^^^^^^^^^^^^^^
390 * Added database indexes to speed up purging of Action Trigger event output
391 fields (https://bugs.launchpad.net/evergreen/+bug/1778940[Bug #1778940])
392 * Fixes the help text in action_trigger_aggregator.pl related to the remote-acct
393 argument (https://bugs.launchpad.net/evergreen/+bug/1803729[Bug #1803729])
394 * Adds a missing page title for the Closed Dates Editor
395 (https://bugs.launchpad.net/evergreen/+bug/1814943[Bug #1814943])
396 * Adds a missing page title for the Statistical Popularity Badges admin page
397 (https://bugs.launchpad.net/evergreen/+bug/1826890[Bug #1826890])
402 We would like to thank the following individuals who contributed code,
403 testing and documentation patches to the 3.2.6 point release of
412 * Blake Graham-Henderson
430 This release contains bug fixes improving on Evergreen 3.2.4.
431 All bug fixes refer to the web staff client unless otherwise specified.
439 * Improves the web client splash screen by linking the images along with their links
440 (https://bugs.launchpad.net/evergreen/+bug/1802662[Bug #1802662])
445 * Allows the Title Hold screen to remember previously selected pickup library
446 (https://bugs.launchpad.net/evergreen/+bug/1665534[Bug #1665534])
447 * Sorting improvements for printing the Holds Pull List
448 (https://bugs.launchpad.net/evergreen/+bug/1749502[Bug #1749502])
449 * Better display for non-catalogued checkouts in the offline checkout preview
450 pane (https://bugs.launchpad.net/evergreen/+bug/1818576[Bug #1818576])
455 * Fixes a bug that changed subfield order in bib record after editing a linked
456 authority (https://bugs.launchpad.net/evergreen/+bug/712490[Bug #712490])
457 * Allows opening multiple selected items in Item Status screen from the Holdings
458 View (https://bugs.launchpad.net/evergreen/+bug/1734775[Bug #1734775])
459 * Adds missing "Deleted?" column choice to Record Buckets
460 (https://bugs.launchpad.net/evergreen/+bug/1746360[Bug #1746360])
461 * Fixes the batch Call Number label field on the Call Number editor to populate
462 from the MARC record (https://bugs.launchpad.net/evergreen/+bug/1793196[Bug
464 * Fixes a bug to allow editing the call number label for some but not all
465 attached items (https://bugs.launchpad.net/evergreen/+bug/1794588[Bug
467 * Fixes the sort order of Parts on the Holdings View
468 (https://bugs.launchpad.net/evergreen/+bug/1800178[Bug #1800178])
469 * Adds missing action "Find Originating Acquisition" to Cataloging actions menu
470 (https://bugs.launchpad.net/evergreen/+bug/1705497[Bug #1705497])
471 * Keeps the Item Status screen updated after editing items
472 (https://bugs.launchpad.net/evergreen/+bug/1721109[Bug #1721109])
473 * Fixes a bug with the "checked" state of the Item note "Public Note" checkbox
474 (https://bugs.launchpad.net/evergreen/+bug/1778571[Bug #1778571])
475 * Fixes a bug with Item Alert counts in the Holdings view
476 (https://bugs.launchpad.net/evergreen/+bug/1798628[Bug #1798628])
477 * Improved display when merging bib records from a bucket (side by side, with
478 optional holdings) (https://bugs.launchpad.net/evergreen/+bug/1739293[Bug
480 * Fixes issues where edits to MARC records would fail to save during merge
481 (https://bugs.launchpad.net/evergreen/+bug/1776736[Bug #1776736])
483 System administration
484 ^^^^^^^^^^^^^^^^^^^^^
486 * Web client (websocket) logins are now properly tracked as user activity
487 (https://bugs.launchpad.net/evergreen/+bug/1818153[Bug #1818153])
488 * Fixes some log warnings related to Holds Depth
489 (https://bugs.launchpad.net/evergreen/+bug/1667497[Bug #1667497])
490 * Fixes a bug in the fine generator related to Bookings
491 (https://bugs.launchpad.net/evergreen/+bug/1819796[Bug #1819796])
492 * Fixes the Group Penalty Threshold link under the Local Administration menu
493 (https://bugs.launchpad.net/evergreen/+bug/1812389[Bug #1812389])
494 * Fixes a typo in seed data and all related PO files for translation
495 (https://bugs.launchpad.net/evergreen/+bug/1759238[Bug #1759238])
496 * Fixes an error in the sitemap_generator script when using the shortname
497 parameter (https://bugs.launchpad.net/evergreen/+bug/1808006[Bug #1808006])
502 We would like to thank the following individuals who contributed code,
503 testing and documentation patches to the 3.2.5 point release of
535 This release contains bug fixes improving on Evergreen 3.2.3.
536 All bug fixes refer to the web staff client unless otherwise specified.
544 * Adds appropriate alt text to the Evergreen splash page (https://bugs.launchpad.net/evergreen/+bug/1802594[Bug #1802594])
545 * 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])
550 * Fixes an issue that prevented purchase orders to not open in a new tab (https://bugs.launchpad.net/evergreen/+bug/1813290[Bug #1813290])
555 * The Billing History grids now save their configuration in the database (https://bugs.launchpad.net/evergreen/+bug/1806709[Bug #1806709])
560 * Catalogers can now set the Bib Source in the Z39.50 Overlay and Import interfaces (https://bugs.launchpad.net/evergreen/+bug/1727345[Bug #1727345])
561 * Fixes an issue where publishers display in the publication date column in copy buckets (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
562 * Electronic reources no longer display a call number called _##URI##_ in the Volume Editor (https://bugs.launchpad.net/evergreen/+bug/1752665[Bug #1752665])
563 * Spine/pocket label templates can now include circulation library and owning library (https://bugs.launchpad.net/evergreen/+bug/1726568[Bug #1726568])
569 * Fixes an issue where external documentation links can open in the reports module (https://bugs.launchpad.net/evergreen/+bug/1784893[Bug #1784893])
570 * Fixes an issue where publishers display as a publication date in reports (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
575 * Staff users can now set their prefered default Advanced Search pane (https://bugs.launchpad.net/evergreen/+bug/1799963[Bug #1799963])
576 * 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])
578 System administration
579 ^^^^^^^^^^^^^^^^^^^^^
581 * The _DELETE_COPY_ALERT_ permission no longer needs to be granted on the consortium level (https://bugs.launchpad.net/evergreen/+bug/1783421[Bug #1783421])
586 * The angular client now uses Angular 7 (https://bugs.launchpad.net/evergreen/+bug/1801984[Bug #1801984])
587 * 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])
588 * Angular client pages now display their own titles in the browser tab, rather than _AngEG_ (https://bugs.launchpad.net/evergreen/+bug/1813647[Bug #1813647])
593 We would like to thank the following individuals who contributed code,
594 tests and documentation patches to the 3.2.4 point release of
617 This release contains bug fixes improving on Evergreen 3.2.3.
618 All bug fixes refer to the staff client unless otherwise specified.
626 * Hatch is now deprecated for local data storage. Hatch is
627 still recommended for printing in certain situations.
632 * The new `edi_order_pusher.pl` now only pushes purchase orders
633 with a state of "on-order", to prevent older purchase orders
634 from being unintentionally pushed to vendors.
639 * The Z39.50 and record bucket interfaces now open relevant
640 catalog records in new tabs.
641 * Fixes a bug that prevented batch importing authority records.
642 * The template dropdown in the holdings editor now provides more
643 space to accommodate longer template names.
644 * The drop-down of copy tag types in the Manage Copy Tags dialog
645 now includes the owning library of the copy tag type.
650 * Fixes an issue with recalling checked-out materials.
651 * Added several missing columns to the patron bills grid.
652 * Corrected the display of the Bill Type column in the patron bills grid.
653 * Clarified the names of the "Billing Location" and "Grocery Billing
654 Location" columns in the patron bills grid.
655 * The Bill Full Details grid now includes a billing location column
656 for both circulation and grocery bills, as well as the owning library for
658 * The Billing History transactions grid now remembers any changes that
659 users make to the column settings.
660 * Fixes an issue with printing multiple copies of bills.
661 * Fixes an issue with saving self-registered patron accounts.
662 * Staff can now delete self-registered patron accounts.
664 System administration
665 ^^^^^^^^^^^^^^^^^^^^^
667 * Fixes the marc_stream_importer to be compatible with Vandelay session
669 * Includes an accessibility improvement for the Acquisitions
670 Administration interfaces.
675 We would like to thank the following individuals who contributed code,
676 tests and documentation patches to the 3.2.3 point release of
681 * Andrea Buntz Neiman
699 This release contains bug fixes improving on Evergreen 3.2.1.
700 All bug fixes refer to the web staff client unless otherwise specified.
708 * Fixes a bug that blocked logging in from mobile browsers
709 * Fixes a readability issue with mobile menus
710 * Fixes performance issue related to grid tooltips.
711 * Fixes an issue that caused some grid columns to appear
717 * Improves the functionality of setting a default tab of a bib record
718 * The web client now remembers the most recently selected copy template
719 * Adds help tips to Print Item Labels Settings tab
720 * If you add or edit copies and/or volumes from the Holdings View tab,
721 the view now automatically refreshes to show your changes.
722 * Provides an upgrade to MODS 3.3 for older Evergreen installations.
723 * Improves usability of Z39.50 MARC View.
729 * Fixes a daylight savings time-related circulation bug.
730 * Fixes a bug that caused deleted items to show up on the holds shelf.
731 * Staff can now place multiple email addresses into the patron registration/
732 edit form, depending on the value of the `ui.patron.edit.au.email.regex`
734 * Fixes an issue with the offline circulation module.
735 * When merging two users, the non-lead account is now completely purged from
736 the database, rather than simply being marked as deleted.
737 * Fixes a bug which prevented the canceling of holds from the title
743 * Removes incorrect copy counts from metarecord search results pages
744 * Electronic resources now display in the browse interfaces
745 * Restores ability to request password resets
747 System administration
748 ^^^^^^^^^^^^^^^^^^^^^
750 * The example Apache 2.4 configuration now enables remoteip.
751 * Improves syntax in the fm_idl file.
756 We would like to thank the following individuals who contributed code,
757 tests and documentation patches to the 3.2.2 point release of
781 This release contains bug fixes improving on Evergreen 3.2.0.
786 * Adds several columns to the items out grid.
787 * Adds the ability to copy patron addresses to the clipboard.
788 * Fixes several issues with adding new items and call numbers.
789 * Adds links to catalog records from the query and pending tabs of the Record Buckets interface.
790 * Corrects the date format used in several bucket interfaces.
791 * Adds a loading spinner to interfaces that are embedded in the web staff client via iframe
792 (such as the catalog).
793 * The new Angular 6 interfaces now use the correct favicon.
797 We would like to thank the following individuals who contributed code,
798 tests and documentation patches to the 3.2.1 point release of
819 Disabling of Legacy XUL Staff Client
820 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
821 The legacy XUL staff client is no longer supported in Evergreen
822 3.2.x and the server-side installation no longer supports a
823 direct connection by a version XUL client by default. *All
824 users of Evergreen 3.2.x are strongly urged to complete their
825 switch to the web staff client as part of upgrading to 3.2.x.*
827 Evergreen administrators who for some reason continue to wish
828 to deploy the XUL staff client can do so at their risk by
829 supplying `STAFF_CLIENT_STAMP_ID` during the `make install` step
830 and using `make_release` to create installers for the staff client.
831 However, no community support will be provided for the XUL client.
838 Existing Acquisitions report templates that reference the invoice 'complete'
839 field should be modified to check whether the new close_date field is NOT NULL
842 At deploy time, all invoices with a 'complete' value of TRUE will have their
843 'close_date' field set to NOW. A value is required, since this field is
844 now the source of whether an invoice is open or closed.
846 However, no values will be applied to the closed_by field for already closed
850 Angular6 Base Application
851 ~~~~~~~~~~~~~~~~~~~~~~~~~
853 System Admin Upgrade Notes
854 ^^^^^^^^^^^^^^^^^^^^^^^^^^
856 Like the AngularJS application, Evergreen releases will come with all
857 web browser staff client code pre-compiled. Admins only need to add an
858 Apache configuration change.
860 Add the following stanza to /etc/apache2/eg_vhost.conf.
863 --------------------------------------------------------------------------
864 RewriteCond %{REQUEST_URI} ^/eg2/
865 RewriteCond %{REQUEST_URI} !^/eg2/([a-z]{2}-[A-Z]{2})/
866 RewriteRule ^/eg2/(.*) https://%{HTTP_HOST}/eg2/en-US/$1 [R=307,L]
868 <Directory "/openils/var/web/eg2/en-US">
869 FallbackResource /eg2/en-US/index.html
871 --------------------------------------------------------------------------
873 For multi-locale sites, see the bottom section of
874 Open-ILS/examples/apache[_24]/eg_vhost.conf.in for a sample fr-CA
875 configuration. The section starts with "/eg2/ client setup and locale
878 Developer Upgrade Notes
879 ^^^^^^^^^^^^^^^^^^^^^^^
881 Developers building Angular code on existing installations need to update
882 their version of NodeJS by re-running the -developer prereqs installer.
885 --------------------------------------------------------------------------
886 sudo make -f Open-ILS/src/extras/Makefile.install <osname>-developer
887 --------------------------------------------------------------------------
890 Asynchronous Vandelay Imports
891 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
893 Users of NGINX as a reverse proxy may need to set a suitable
894 `client_max_body_size` value in the NGINX configuration so that large
895 MARC record uploads are not truncated. Note that this would have
896 always been necessary, but since this feature allows larger files
897 to be more reliably queued and imported, the need to set `client_max_body_size`
898 became more apparent.
901 Browser Client Settings & Preferences Stored on the Server
902 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
904 A new permission APPLY_WORKSTATION_SETTING has been added to control who
905 may apply values to workstation settings. Use something like the following
906 to apply the permission to all staff accounts (mileage may vary):
909 --------------------------------------------------------------------------
910 INSERT INTO permission.grp_perm_map (grp, perm, depth)
912 (SELECT id FROM permission.grp_tree WHERE name = 'Staff'), -- name may vary
913 (SELECT id FROM permission.perm_list WHERE code =
914 'APPLY_WORKSTATION_SETTING'),
917 --------------------------------------------------------------------------
919 Workstation setting types matching values previously stored in the browser
920 (via localStorage or Hatch) are created as part of this feature. During
921 upgrade, admins should consider whether any of these new setting types
922 should be transferred to user and/or org unit settings instead. Setting
923 type changes can be made at any time, but when a setting type is deleted
924 all of its data is deleted, so a change in type means re-applying the
925 settings in the browser client.
927 Values stored in the browser will automatically migrate to server settings
928 as each setting is accessed in the browser client. Once migrated, the
929 in-browser copies are deleted.
931 If a setting type does not exist where the browser expects one, the
932 value is stored in-browser instead and a warning is issued in the console.
944 Auto-Cancel Line items When All Copies Are Canceled
945 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
946 When a copy (line item detail) is canceled through the Acquisitions interface,
947 the parent line item is also canceled if all copies for that line item are also
948 canceled. The cancel reason given will come from:
950 . The cancel reason for the just-canceled copy if it's a Keep Debits true
952 . The cancel reason from any other copy on the lineitem that has a Keep
953 Debits true cancel reason.
954 . The cancel reason for the just-canceled copy if no copies have a Keep
955 Debits true cancel reason.
958 Invoice Closed Date and Closed By Fields
959 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
960 Acquisitions invoices have 2 new fields:
962 * Close Date -- This is set to the time when the ACQ user clicks the "Close"
963 button in the invoice interface.
964 ** This field 'replaces' the existing 'complete' field. An invoice is
965 considered complete if a close date value is set.
966 * Closed By -- This is set to the logged in staff user who performs the
969 As with the now-defunct 'complete' field, but new fields are cleared in the
970 event an invoice is reopened.
972 These new fields are visible in the invoice interface under the
973 'Show Details' action for closed invoices.
975 Upgrading Invoice Reports
976 +++++++++++++++++++++++++
978 Existing report templates that reference the invoice 'complete' field
979 should be modified to check whether the new close_date field is NOT NULL
982 Other Upgrade Considerations
983 ++++++++++++++++++++++++++++
985 At deploy time, all invoices with a 'complete' value of TRUE will have their
986 'close_date' field set to NOW. A value is required, since this field is
987 now the source of whether an invoice is open or closed.
989 However, no values will be applied to the closed_by field for already closed
994 Patron Acquisitions Requests
995 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
997 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.
1004 Hold Targeter Script has been Replaced
1005 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1007 The original hold_targeter.pl script has been renamed to
1008 "hold_targeter_legacy.pl", and the new-style hold targeting
1009 script has been renamed to "hold_targeter.pl". Administrators
1010 will want to change their crontab files to reflect this.
1014 ---------------------------------------------------------------------
1015 -*/15 * * * * . ~/.bashrc && $EG_BIN_DIR/hold_targeter.pl $SRF_CORE
1016 ---------------------------------------------------------------------
1020 -----------------------------------------------------------------------------------
1021 -*/15 * * * * . ~/.bashrc && $EG_BIN_DIR/hold_targeter.pl --osrf-config
1023 -----------------------------------------------------------------------------------
1025 The sample crontab file at `Open-ILS/examples/crontab.example` reflects
1033 Angular6 Base Application
1034 ^^^^^^^^^^^^^^^^^^^^^^^^^
1035 With Evergreen 3.2, we introduce the initial infrastructure for
1036 migrating to a new version of Angular. The structure of the new code
1037 is quite different from the AngularJS code and it runs as a separate
1038 application which communicates with the AngularJS app via shared storage
1039 and in-page URLs that link back and forth between the two.
1041 For this release, users will only be directed to the new Angular site
1042 when navigating to Administration => Acquisitions Administration. Once
1043 on this page, some of the admin interfaces will presented as Angular6
1044 interfaces, while others will direct users back to the AngularJS
1045 application. The Angular6 interfaces are the simpler, grid-based
1048 Acquisitions Admin Angular6 Interfaces
1049 ++++++++++++++++++++++++++++++++++++++
1054 * Claim Policy Actions
1061 * Invoice Item Types
1062 * Invoice Payment Method
1064 * Line Item MARC Attribute Definitions
1066 System Admin Upgrade Notes
1067 ++++++++++++++++++++++++++
1069 Like the AngularJS application, Evergreen releases will come with all
1070 web browser staff client code pre-compiled. Admins only need to add an
1071 Apache configuration change.
1073 Add the following stanza to /etc/apache2/eg_vhost.conf.
1076 --------------------------------------------------------------------------
1077 RewriteCond %{REQUEST_URI} ^/eg2/
1078 RewriteCond %{REQUEST_URI} !^/eg2/([a-z]{2}-[A-Z]{2})/
1079 RewriteRule ^/eg2/(.*) https://%{HTTP_HOST}/eg2/en-US/$1 [R=307,L]
1081 <Directory "/openils/var/web/eg2/en-US">
1082 FallbackResource /eg2/en-US/index.html
1084 --------------------------------------------------------------------------
1086 For multi-locale sites, see the bottom section of
1087 Open-ILS/examples/apache[_24]/eg_vhost.conf.in for a sample fr-CA
1088 configuration. The section starts with "/eg2/ client setup and locale
1091 Developer Upgrade Notes
1092 +++++++++++++++++++++++
1094 Developers building Angular code on existing installations need to update
1095 their version of NodeJS by re-running the -developer prereqs installer.
1098 --------------------------------------------------------------------------
1099 sudo make -f Open-ILS/src/extras/Makefile.install <osname>-developer
1100 --------------------------------------------------------------------------
1106 Add UPC to z39.50 search for OCLC and LOC
1107 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1108 Add UPC as a search attribute for both OCLC and LOC targets in
1109 z39.50 for cataloging.
1112 Asynchronous Vandelay Imports
1113 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1115 Vandelay imports are now monitored from the browser client asynchronously,
1116 meaning the client requests updates from the server instead of waiting for
1117 the server to respond to the original import request. This changes allows
1118 for incremental progress updates in the browser client.
1123 This adds a new database table vandelay.session_tracker for tracking
1124 in-progress vandelay upload activity. A new tracker row is added for
1125 each of "upload", "enqueue", and "import" actions, linked for a given
1126 session by the value stored in the "session_key" field.
1128 The table tracks other potentially useful data, like the staff member
1129 and workstation where the action was performed.
1133 Users of NGINX as a reverse proxy may need to set a suitable
1134 `client_max_body_size` value in the NGINX configuration so that large
1135 MARC record uploads are not truncated. Note that this would have
1136 always been necessary, but since this feature allows larger files
1137 to be more reliably queued and imported, the need to set `client_max_body_size`
1138 became more apparent.
1143 Support for Last Inventory Date
1144 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1145 Evergreen now provides an option to add an inventory date to items to facilitate
1146 the process of performing inventory in libraries. Staff can add an inventory
1147 date to an item in one of the following ways:
1148 * From the check in screen, there is now an Update Inventory check in modifier.
1149 When selected, scanned barcodes will have the current date/time added as the
1150 inventory date while the item is checked in.
1151 * From the Item Status screen, an action is available to add the current
1152 date/time as the inventory date to selected items.
1154 This new feature will also store the workstation that was used when the
1155 inventory date was updated.
1159 Parallel Ingest with pingest.pl
1160 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1161 A program named pingest.pl is now installed to allow faster bibliographic record
1162 ingest. It performs ingest in parallel so that multiple batches can
1163 be done simultaneously. It operates by splitting the records to be
1164 ingested up into batches and running all of the ingest methods on each
1165 batch. You may pass in options to control how many batches are run at
1166 the same time, how many records there are per batch, and which ingest
1169 NOTE: The browse ingest is presently done in a single process over all
1170 of the input records as it cannot run in parallel with itself. It
1171 does, however, run in parallel with the other ingests.
1173 Command Line Options
1174 ++++++++++++++++++++
1175 pingest.pl accepts the following command line options:
1178 The server where PostgreSQL runs (either host name or IP address).
1179 The default is read from the PGHOST environment variable or
1183 The port that PostgreSQL listens to on host. The default is read
1184 from the PGPORT environment variable or 5432.
1187 The database to connect to on the host. The default is read from
1188 the PGDATABASE environment variable or "evergreen."
1191 The username for database connections. The default is read from
1192 the PGUSER environment variable or "evergreen."
1195 The password for database connections. The default is read from
1196 the PGPASSWORD environment variable or "evergreen."
1199 Number of records to process per batch. The default is 10,000.
1202 Max number of worker processes (i.e. the number of batches to
1203 process simultaneously). The default is 8.
1210 Skip the selected reingest component.
1213 Start processing at this record ID.
1216 Stop processing when this record ID is reached.
1219 Read record IDs to reingest from standard input. This option
1220 conflicts with --start-id and/or --end-id.
1223 Stop processing after this many total seconds have passed. The
1224 default is to run until all records have been processed.
1231 View Authority Record by Database ID
1232 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1234 A new interface allows catalogers to retrieve a specific
1235 authority record using its database ID. Catalogers can
1236 find those IDs in subfield $0 of matching fields in
1237 bibliographic records.
1239 To use the new authority record viewer:
1241 . Click *Cataloging -> Retrieve Authority Record by ID*.
1242 . Type in the ID number of the authority record you are
1243 interested in. Don't include any prefixes, just the ID
1246 . View or edit the authority record as needed.
1255 Autorenewal of Loans
1256 ^^^^^^^^^^^^^^^^^^^^
1257 Circulation policies in Evergreen can now be configured to automatically renew
1258 certain items checked out on patron accounts. Circulations will be renewed
1259 automatically up to a custom limit (the `max_auto_renewal` field) and patrons
1260 will not need to log in to their OPAC accounts or ask library staff to manually
1263 Two new action triggers have been added to Evergreen that permit the Auto-Renew
1264 feature. They can be found, configured, and enabled in Administration>Local
1265 Administration>Notifications/Action Triggers. They are named **Autorenew** and
1266 **AutorenewNotify**.
1268 The **Autorenew** A/T definition uses the `checkout.due` hook to automatically
1269 validate and renew (in the reactor) circulations on the day they are due,
1270 grouped by user. The output events of this definition is is the input used by
1271 the related **AutorenewNotify** A/T that simply uses a new hook called
1272 `autorenewal` to notify patrons via email of their currently due or
1275 In the webstaff's Patron Items Out page, the new column `AutoRenewalsRemaining`
1276 indicates how many autorenewals are available for a particular circulation.
1282 Emergency Closing Handler
1283 ^^^^^^^^^^^^^^^^^^^^^^^^
1285 Staff are provided with interfaces and mechanisms to create library closings
1286 that, in addition to affecting future circulation and booking due dates, and
1287 hold shelf expirations, will automatically move existing circulation and booking
1288 due dates and hold shelf expiration times. This new functionality is
1289 conceptually described as Emergency Closings and business logic implementing it
1290 as the Emergency Closing Handler. It contains additions and adjustments to the
1291 user interface, business logic, and database layers. Access to this
1292 functionality is available through the Closed Dates Editor interface in the
1293 staff client which has been ported to AngularJS.
1298 This development has created new business logic code to inspect, in real time,
1299 existing circulation, booking, and hold records, and modify such date and time
1300 stamps so that the circulation, booking, or hold will end in the same state it
1301 would have if the closing had existed at the time the circulation or booking
1302 occurred, or the hold was placed and captured. Of specific note, hourly loans
1303 will have their due date adjusted to be the end of the day following the
1306 When the Emergency Closing is saved, any fines accrued during the closing may be
1307 voided, as settings dictate, with the exception of circulations that have been
1308 marked as LOST or LONG OVERDUE. That is, even for LOST and LONG OVERDUE
1309 circulations with due dates that fall within the Emergency Closing, no fine
1310 adjustment will be applied. Emergency Closing processing is permanent, and
1311 cannot be rolled back.
1313 This functionality is explicitly initiated by staff action. If staff do not
1314 request an Emergency Closing, existing circulations, bookings, and holds will
1315 not be processed and adjusted. However, if staff request any Closing that starts
1316 nearer in time than the length of the longest circulation duration configured
1317 for use in the Evergreen instance they will be prompted with the option to
1318 create the closing as an Emergency Closing.
1320 Action/Trigger hooks have been created for circulations and bookings that are
1321 adjusted by the Emergency Closing Handler. These will facilitate the creation of
1322 notifications to patrons that the due date has changed and to alert them to
1323 potential changes in accrued fines.
1325 Booking start dates are explicitly ignored in this implementation. Because an
1326 Emergency Closing is, by its nature, an unexpected event, it will be up to staff
1327 to address any bookings which intersect with a new Emergency Closings. Reports
1328 can be used to identify booking start dates that overlap with a closing and that
1329 may require staff intervention.
1331 Staff requesting and Emergency Closing must have the new EMERGENCY_CLOSING
1332 permission. Some text describing the feature.
1338 Patron Preferred Name and Name Search Keywords
1339 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1344 Adds a new set of patron preferred name fields for prefix, first,
1345 middle, last, and suffix allowing patrons to provide preferred name
1346 information. Preferred names are optional and each acts as an overlay
1347 to the analogous primary name field, making it possible to provide
1348 preferred name values for individual fields.
1350 For example, a patron named William Erickson may have a preferred first
1351 name (pref_first_given_name) of Bill, in which case the preferred name
1352 would be Bill Erickson. Note a preferred last name is not required in
1353 this case as the code uses primary name values as defaults when not
1354 replaced with a preferred version.
1356 * Patrons will see primary names displayed in the catalog when set.
1357 * Staff will see both primary name and preferred name in the patron
1359 * Patron searches for any given name field will search both the primary
1360 and preferred name data.
1361 * Preferred name fields are available in Action/Trigger templates and
1362 are present in various patron-focused print templates.
1367 Adds a new field to store miscellaneous patron name search terms. These
1368 values are only for searching and do not appear in any interfaces, apart
1369 from the patron summary side bar and the patron edit UI.
1371 Included is a new search field in the patron search UI which searches
1372 keyword values and all other name fields. It's essentially a global patron
1373 name keyword search.
1381 Disabling of legacy XUL staff client
1382 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1383 The legacy XUL staff client is no longer supported in Evergreen
1384 3.2.x and the server-side installation no longer supports a
1385 direct connection by a version XUL client by default. All
1386 users of Evergreen 3.2.x are strongly urged to complete their
1387 switch to the web staff client as part of upgrading to 3.2.x.
1389 Evergreen administrators who for some reason continue to wish
1390 to deploy the XUL staff client can do so at their risk by
1391 supplying `STAFF_CLIENT_STAMP_ID` during the `make install` step
1392 and using `make_release` to create installers for the staff client.
1393 However, no community support will be provided for the XUL client.
1398 Permission Group Display Entries
1399 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1400 In some cases, it is useful to have the ability to reorder permission, or to make
1401 only specific groups available in the permission group selector for specific
1402 Org Units. An interface has been made available to allow this.
1404 Group Tree Display Entry Interface
1405 ++++++++++++++++++++++++++++++++++
1407 Permission Group Display Entries can be reordered, added, or removed via
1408 _Administration -> Local Admin -> Permission Tree Display Entries_.
1409 Select the Org Unit you wish to edit the entries in.
1411 Entries may be added using the Add functionality, creating entries based
1412 on permission groups that have not been added to the tree for the Org
1413 Unit you wish to add them to.
1415 image::media/pgtde_01.png[Group Tree Display Entry Admin UI]
1419 Moving an entry will shift its position up or down in the patron profile
1420 selector for a given Org Unit.
1423 * Press either the *Move Up* or *Move Down* button. The entry will be
1424 moved up or down, accordingly.
1425 * Click *Save* to save your edits.
1427 NOTE: You may only move up or down entries that have sibling entries.
1431 If you want a particular Org Unit to not have access to specific
1432 entries, you may remove an entry. Removing an entry will remove it from
1433 view. The entry will be removed from the database.
1435 * Select an entry and press the *Remove* button.
1439 You may add entries from permission groups that are not currently
1440 reflected in the permission group tree. This is useful for moving
1441 entries to different parents, or making them root entries.
1443 image::media/pgtde_02.png[Add Entry modal]
1445 * If desired, select an entry to be used as the parent entry.
1446 * Press the *Add* button.
1447 * Select a permission group from the dropdown.
1448 * If you've selected a parent entry, you may check the *Add Root Entry*
1449 box to override that parent and add the entry on the root level.
1450 * If you did not select a parent entry, the entry will be added on the root
1455 Browser Client Settings & Preferences Stored on the Server
1456 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1457 Browser client settings and preferences that should persist over time are
1458 now stored as settings on the server. This allows settings to follow
1459 users and workstations and reduces problems associated with losing settings
1460 as a result of clearing browser data.
1462 The browser client honors setting values stored as user settings, workstation
1463 settings, and org unit settings, depending on which setting types are
1469 * No setting can be both a user and workstation setting. They are mutually
1471 * Any setting can be an org unit setting in addition to being a user or
1472 workstation setting.
1477 Read-only settings are useful for defining values that staff can use but
1478 not modify. For example, admins may wish to prevent users from locally
1479 modifying the grid configuration for a given interface so it remains
1480 consistent for all users.
1482 A setting is read-only when an org unit setting type exists (regardless of
1483 whether a value is applied) and no user or workstation setting type exists.
1485 Server-Stored Workstation Settings Workstation Admin View
1486 +++++++++++++++++++++++++++++++++++++++++++++++++++++++++
1488 There's a new "Server Workstation Prefs" tab to the stored preferences
1489 workstation admin interface. From here, users can view which
1490 preferences are stored as server-stored workstation preferences and
1491 delete select values.
1496 A new permission APPLY_WORKSTATION_SETTING has been added to control who
1497 may apply values to workstation settings. Use something like the following
1498 to apply the permission to all staff accounts (mileage may vary):
1501 --------------------------------------------------------------------------
1502 INSERT INTO permission.grp_perm_map (grp, perm, depth)
1504 (SELECT id FROM permission.grp_tree WHERE name = 'Staff'), -- name may vary
1505 (SELECT id FROM permission.perm_list WHERE code = 'APPLY_WORKSTATION_SETTING'),
1508 --------------------------------------------------------------------------
1510 Workstation setting types matching values previously stored in the browser
1511 (via localStorage or Hatch) are created as part of this feature. During
1512 upgrade, admins should consider whether any of these new setting types
1513 should be transferred to user and/or org unit settings instead. Setting
1514 type changes can be made at any time, but when a setting type is deleted
1515 all of its data is deleted, so a change in type means re-applying the
1516 settings in the browser client.
1518 Values stored in the browser will automatically migrate to server settings
1519 as each setting is accessed in the browser client. Once migrated, the
1520 in-browser copies are deleted.
1522 If a setting type does not exist where the browser expects one, the
1523 value is stored in-browser instead and a warning is issued in the console.
1526 More consistent terminology in the client
1527 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1528 Terminology has been updated in the staff client so that we consistently use
1529 the same name to describe the same thing. The following updates have been made:
1531 * The term 'item' is now consistently used to describe the barcoded entity
1532 that had been previously been called both an 'item' and a 'copy'. As a result,
1533 we now use the terms 'item buckets', 'item tags', and 'item alerts'.
1534 * The term 'volume' is no longer used in the client, with the exception of
1535 serials, where the term is used to describe serial volumes. The term 'call
1536 number' will replace volume in most other places.
1537 * 'Holdings' is a more general term used to describe a combination of items
1539 * The term 'Shelving Location' is used consistently in favor of 'Copy
1550 Batch Actions In the Public Catalog
1551 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1552 The public catalog now displays checkboxes on the bibliographic and
1553 metarecord constituents results pages. Selecting one or more titles
1554 by using the checkboxes will dynamically add those title to the
1555 temporary list, which is now renamed the cart.
1557 Above the results lists there is now a bar with a select-all checkbox,
1558 a link to the cart management page that also indicates the number of
1559 of titles in the cart, and a link to remove from the cart titles that
1560 are selected on the currently displayed results page.
1562 The search bar now includes an icon of a cart and displays the number
1563 of titles currently in the cart. Next to that icon is a menu of cart
1566 The cart actions available are Place Hold, Print Title Details,
1567 Email Title Details, Add Cart to Saved List, and Clear Cart. In the
1568 web staff client, the cart actions also include Add Cart to Bucket.
1569 When an action is selected from this menu, the user is given an
1570 opportunity to confirm the action and to optionally empty the cart
1571 when the action is complete. The action is applied to all titles
1574 Clicking on the cart icon brings the user to a page listing the
1575 titles in the cart. From there, the user can select specific records
1576 to request, print, email, add to a list, or remove from the cart.
1578 The list of actions on the record details page now provides separate
1579 links for adding the title to a cart or to a permanent list.
1581 The permanent list management page in the public catalog now also
1582 includes batch print and email actions.
1584 Additional information
1585 ++++++++++++++++++++++
1586 * The checkboxes do not display on the metarecord results page, as
1587 metarecords currently cannot be put into carts or lists.
1588 * The checkboxes are displayed only if JavaScript is enabled. However,
1589 users can still add items to the cart and perform batch actions on
1590 the cart and on lists.
1591 * A template `config.tt2` setting, `ctx.max_cart_size`, can be used to
1592 set a soft limit on the number of titles that can be added to the
1593 cart. If this limit is reached, checkboxes to add more records to the
1594 cart are disabled unless existing titles in the cart are removed
1595 first. The default value for this setting is 500.
1600 This patch adds to the public catalog two routes that return JSON
1603 * `GET /eg/opac/api/mylist/add?record=45`
1604 * `GET /eg/opac/api/mylist/delete?record=45`
1606 The JSON response is a hash containing a mylist key pointing to the list
1607 of bib IDs of contents of the cart.
1609 The record parameter can be repeated to allow adding or removing
1610 records as an atomic operation. Note that this change also now available
1611 to `/eg/opac/mylist/{add,delete}`
1613 More generally, this adds a way for EGWeb context loaders to specify that
1614 a response should be emitted as JSON rather than rendering an HTML
1615 page using `Template::Toolkit`.
1617 Specifically, if the context as munged by the context loader contains
1618 a `json_response` key, the contents of that key will to provide a
1619 JSON response. The `json_response_cookie` key, if present, can be used
1620 to set a cookie as part of the response.
1622 Template Toolkit processing is bypassed entirely when emitting a JSON
1623 response, so the context loader would be entirely responsible for
1624 localization of strings in the response meant for direct human
1630 New class for searchbar when on the homepage
1631 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
1633 This adds the `.searchbar-home` class to the div that contains the searchbar
1634 when on the homepage. This allows sites to customize the searchbar differently
1635 on the homepage than in other places the search bar appears (for example,
1636 offering a large, Google-style search bar on the homepage only).
1641 To make customization easier, the username hint on the OPAC login page ("Please
1642 include leading zeros...") has been moved to a separate TT2 template. If you
1643 have customized the hint text, you will need to add your modifications to
1650 The Evergreen project would like to acknowledge the following
1651 organizations that commissioned developments in this release of
1654 * BC Libraries Cooperative
1655 * Consortium Of Ohio Libraries
1657 * Georgia Public Library Service
1658 * Indiana State Library
1659 * Lake Agassiz Regrional Library
1661 * North Texas Library Consortium
1662 * Northwest Regional Library
1663 * Pennsylvania Integrated Library System
1664 * South Carolina State Library
1666 We would also like to thank the following individuals who contributed
1667 code, translations, documentations patches and tests to this release of
1672 * Andrea Buntz Neiman
1681 * Blake Graham-Henderson
1682 * Francisco J Guel-Mendoza
1700 We also thank the following organizations whose employees contributed
1703 * BC Libraries Cooperative
1706 * Equinox Open Library Initiative
1707 * Government of Manitoba
1708 * Kenton County Public Library
1709 * King County Library System
1710 * Linn-Benton Community College
1714 We regret any omissions. If a contributor has been inadvertently
1715 missed, please open a bug at http://bugs.launchpad.net/evergreen/
projects / working / Evergreen.git / blob