More release note entries
authorKathy Lussier <>
Fri, 4 Oct 2013 16:56:39 +0000 (12:56 -0400)
committerKathy Lussier <>
Fri, 4 Oct 2013 17:08:53 +0000 (13:08 -0400)
Additional release note entries in the areas of administration,
circulation, staff client, SIP, and serials.

Signed-off-by: Kathy Lussier <>
14 files changed:
docs/RELEASE_NOTES_NEXT/Administration/default-filter-config-screens.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/Administration/inter-auth-linking-script.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/Circulation/check_barcode_regex.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/Circulation/disable-patron-credit.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/Circulation/disallow-pickup.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/Circulation/pull-list-user-name-fields.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/Circulation/selcheck-styling.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/Circulation/style-longoverdue-lost.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/Circulation/wrong-shelf-holds.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/Client/increase-font-size.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/SIP/sip-hold-cancel.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/SIP/sip-hold-info.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/SIP/sip-renewal-all.txt [new file with mode: 0644]
docs/RELEASE_NOTES_NEXT/Serials/serial-routing-slip-addresses.txt [new file with mode: 0644]

diff --git a/docs/RELEASE_NOTES_NEXT/Administration/default-filter-config-screens.txt b/docs/RELEASE_NOTES_NEXT/Administration/default-filter-config-screens.txt
new file mode 100644 (file)
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--- /dev/null
@@ -0,0 +1,6 @@
+Default filter option for configuration screens
+By default, most admin configuration screens in the staff client will now
+inclue filters allowing staff to display just those items matching a certain
diff --git a/docs/RELEASE_NOTES_NEXT/Administration/inter-auth-linking-script.txt b/docs/RELEASE_NOTES_NEXT/Administration/inter-auth-linking-script.txt
new file mode 100644 (file)
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--- /dev/null
@@ -0,0 +1,9 @@
+Inter-authority linking script
+Adds a script called in support-scripts that,
+when run, will link authority reference headings to authority records that 
+containt the same main entry using a subfield 0. This causes triggers to fill
+up the authority-authority linking table and allows more information to appear
+in the bib/authority browse when a displayed heading comes from an authority
+record that has linked _See Also_ refererences.
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/check_barcode_regex.txt b/docs/RELEASE_NOTES_NEXT/Circulation/check_barcode_regex.txt
new file mode 100644 (file)
index 0000000..f0d0c8d
--- /dev/null
@@ -0,0 +1,4 @@
+Patron barcode regex for patron registration
+A new library setting is available to set a barcode regex to be checked during
+patron registration. 
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/disable-patron-credit.txt b/docs/RELEASE_NOTES_NEXT/Circulation/disable-patron-credit.txt
new file mode 100644 (file)
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--- /dev/null
@@ -0,0 +1,8 @@
+Library Setting to Disable Patron Credit
+A new library setting is available to disable patron credit payments in the
+billing interface. When enabled, the setting will:
+* Disallow patron_credit payments in the payment API.
+* Hide all of the patron credit payment actions in the staff client patron
+payment interface.
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/disallow-pickup.txt b/docs/RELEASE_NOTES_NEXT/Circulation/disallow-pickup.txt
new file mode 100644 (file)
index 0000000..26e3b71
--- /dev/null
@@ -0,0 +1,7 @@
+Option to Disallow Use of a Branch as a Pickup Library for Holds
+A new library setting is avilable to remove a branch from consideration as a
+hold pickup library. This setting only affects the OPAC pickup library selector
+and does not otherwise affect the display of the branch in the OPAC. It also
+has no effect on hold targeting / capturing.
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/pull-list-user-name-fields.txt b/docs/RELEASE_NOTES_NEXT/Circulation/pull-list-user-name-fields.txt
new file mode 100644 (file)
index 0000000..29f707a
--- /dev/null
@@ -0,0 +1,12 @@
+More User Name Fields Available for Simplified Hold Pull List
+More User Name fields are available for display in the simplified hold pull
+list interface including:
+* First Given Name
+* Second Given Name
+* Family Name
+* Prefix
+* Suffix
+* User Alias or First Given Name
+* User Alias or Display Name
+* User Alias
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/selcheck-styling.txt b/docs/RELEASE_NOTES_NEXT/Circulation/selcheck-styling.txt
new file mode 100644 (file)
index 0000000..9effa73
--- /dev/null
@@ -0,0 +1,10 @@
+Changes to Self-Check Interface
+The following improvements were made to the self-check interface:
+* Convert action links to buttons for increased clarity
+* Convert dashed fieldsets to gradient backed bubbles for depth
+* Color line-item table headers to distinguish from actual line-items
+* Color logo background for increased contrast
+* Larger input box
+* Background on prompts to distinguish from logo background
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/style-longoverdue-lost.txt b/docs/RELEASE_NOTES_NEXT/Circulation/style-longoverdue-lost.txt
new file mode 100644 (file)
index 0000000..248bdef
--- /dev/null
@@ -0,0 +1,13 @@
+Different Styles for Long Overdue Lost Items in Billing Interface
+When a Lost or Long Overdue circulation, which has not yet been returned, 
+appears in the patron's list of billed trasactions, style them differently
+from other not-yet-returned items.
+The interface will also display a helpful message to staff indicating what 
+colors map to what types of circulations.
+The default colors are maroon for Lost items and orange for Long Overdue items.
+To change the colors, modify circ.css. To change the language for the hint,
+modify lang.dtd.
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/wrong-shelf-holds.txt b/docs/RELEASE_NOTES_NEXT/Circulation/wrong-shelf-holds.txt
new file mode 100644 (file)
index 0000000..5809a39
--- /dev/null
@@ -0,0 +1,9 @@
+Wrong-Shelf Holds in Clearable Shelf-Expired Holds List
+The following changes were made to the _Browse Holds Shelf_ interface:
+. Change the staff client _View Shelf-Expired Holds_ action label to _View 
+Clearable Holds_.
+. When _View Clearable Holds_ is selected, show wrong-shelf holds in addition
+to shelf-expired and canceled holds.
diff --git a/docs/RELEASE_NOTES_NEXT/Client/increase-font-size.txt b/docs/RELEASE_NOTES_NEXT/Client/increase-font-size.txt
new file mode 100644 (file)
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--- /dev/null
@@ -0,0 +1,6 @@
+Adjustable font size in the staff client catalog
+When using the staff client, the font size in the catalog can now be
+increased/decreased by using the CTRL key with + (to increase), with - (to
+decrease), and with 0 (to restore default font size). Font sizes can persist
+via a setting in user preferences.
diff --git a/docs/RELEASE_NOTES_NEXT/SIP/sip-hold-cancel.txt b/docs/RELEASE_NOTES_NEXT/SIP/sip-hold-cancel.txt
new file mode 100644 (file)
index 0000000..60dbb63
--- /dev/null
@@ -0,0 +1,26 @@
+Support SIP Hold Cancellation
+Evergreen now supports a subset of the SIP 15/16 Holds message pair for holds
+1. New oils_sip.xml configuration option "msg64_hold_datatype".  This
+is similar to msg64_summary_datatype, but affects holds instead of
+circulations.  When set to 'barcode', holds information will be
+delivered as a set of copy barcodes instead of title strings for patron
+info requests.  With barcodes, SIP clients can both find the title
+strings for display (via item info requests) and make subseqent
+hold-related action requests, like holds cancellation.
+Copies are not an ideal identifier for holds, but SIP has a limited
+vocabulary.  With copies we can (99% of the time) work to and from hold
+requests to find a reasonable data set to work on.  If a patron has
+multiple holds for the same item and wants to cancel a specific one of
+those holds, the user should use the catalog instead of SIP.
+2. When receiving a message 15 of with a cancellation action, find the
+newest open hold that matches the provided copy barcode and cancel the
diff --git a/docs/RELEASE_NOTES_NEXT/SIP/sip-hold-info.txt b/docs/RELEASE_NOTES_NEXT/SIP/sip-hold-info.txt
new file mode 100644 (file)
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--- /dev/null
@@ -0,0 +1,11 @@
+Return Hold ID to SIP
+If there is a hold on a copy, Evergreen will now return to SIP a hold id to 
+indicate that the copy has been captured for a hold. One possible use case for
+this feature is a scenario where a delivery vendor may be sorting copies needed
+for holds into a different bin from copies returning to their home library. The
+presence of the hold ID indicates that the copy has been captured for a hold.
+It also could use for an Automated Materials Handling (AMH) System to indicate
+that the copy is needed to fill a hold.
diff --git a/docs/RELEASE_NOTES_NEXT/SIP/sip-renewal-all.txt b/docs/RELEASE_NOTES_NEXT/SIP/sip-renewal-all.txt
new file mode 100644 (file)
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--- /dev/null
@@ -0,0 +1,7 @@
+Support for SIP "Renew All" messages
+Evergreen now supports SIP "Renew All" functionality, AKA SIP message pair
+65/66. When a 65 message is received, the SIP code collcets all open 
+transactions for the user and renews them all. The set of successful and
+failed renewals is returned to the caller via the SIP BM and BN fields.
diff --git a/docs/RELEASE_NOTES_NEXT/Serials/serial-routing-slip-addresses.txt b/docs/RELEASE_NOTES_NEXT/Serials/serial-routing-slip-addresses.txt
new file mode 100644 (file)
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--- /dev/null
@@ -0,0 +1,9 @@
+Support Reader Address Infromation in Routing Slip Template
+The serials routing slip template can now render user addresses if users with
+addresses appear on a routing list. This feature is particularly useful for
+working with homebound patrons. 
+Sites that don't want to see a mailing or billing address can adjust the
+default template. Sites that already use a customized templated will not be