From 535e13e4e5e364bca800807f2a1ed5c09bbc5518 Mon Sep 17 00:00:00 2001 From: Kathy Lussier Date: Tue, 1 May 2012 01:26:28 -0400 Subject: [PATCH] LP992377: More 2.2 release notes from Kathy Lussier Kathy Lussier contributed significant additions to the 2.2 release notes in https://bugs.launchpad.net/bugs/992377 - thanks Kathy! Signed-off-by: Dan Scott --- docs/RELEASE_NOTES_2_2.txt | 169 ++++++++++++++++++++++++++++++++++--- 1 file changed, 158 insertions(+), 11 deletions(-) diff --git a/docs/RELEASE_NOTES_2_2.txt b/docs/RELEASE_NOTES_2_2.txt index 62cd57d18e..28dfa3a46e 100644 --- a/docs/RELEASE_NOTES_2_2.txt +++ b/docs/RELEASE_NOTES_2_2.txt @@ -4,7 +4,7 @@ Release notes Upgrade notes ------------- -Z39.50 server definitions +Z39.50 Server Definitions ~~~~~~~~~~~~~~~~~~~~~~~ Z39.50 server target definitions have been removed from the sample `opensrf.xml.example` file. To migrate existing settings from your @@ -93,7 +93,118 @@ SMS Text Messaging ^^^^^^^^^^^^^^^^^^ The SMS Text Messaging feature enables users to receive hold notices via text message. Users can opt-in to this hold notification as their default setting for all holds, or they can receive specific hold notifications via text message. Users can also send call numbers and copy locations via text message. Documentation for this feature is available in the Book of Evergreen at http://docs.evergreen-ils.org/2.2/ +New Patron Preferences +^^^^^^^^^^^^^^^^^^^^^^^ +Users will now have the ability to designate the following preferences in the template toolkit catalog: +* A preferred search location. Unlike the default search library in jspac, this setting will also control which copies display first +in search results and record detail screens. +* A preferred pickup location. +* The ability to keep a history of checked out items. +* The ability to keep a history of holds. + +Credit Card Payment via Public Catalog +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Patrons can now use credit cards to pay fines and bills in 'My Account' of the template toolkit OPAC. + +Record Detail Print and E-mail Actions +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Implements Print and Email actions (as links below add-to-list) in the tpac record detail page. + +Identify Previously-Checked-Out Items in Search Results +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +When a user is logged into the tpac and performs a search, this feature indicates in the results set when any of the result items were ever checked +out by the logged-in user. Items will only be tagged when the related org setting is enabled and the user has opted in to circ history tracking. + +Patron Management +~~~~~~~~~~~~~~~~~ +Patron Statistical Category Enhancements +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +The following enahncements have been added to patron statistical categories: + + * categories can be marked as 'required' (must be filled out when a patron is registered) + * categories can be marked to allow or disallow user-created entries + * an entry for a given category and org unit can be marked as the default entry. It will be automatically selected in the new patron registration screen. + +User Settings Available from Patron Editor +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Staff can now access and update user settings, like notification prefererences and default pickup library, in the patron editor. + +Mark Patron E-mail or Phone as Invalid +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Staff can mark a patron's e-mail or phone as invalid in the patron editor. The system will clear the email +(or phone) field from actor.usr, and [both optionally, per OU setting] 1)create a corresponding standing penalty against the user, for staff to +notice next time they bring up said patron in the staff client, and 2)create a patron note. Related penalties (but not notes) will be cleared +whenever that patron's email address or phone number is updated again. + +Address Alert in Patron Registration +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Support for comparing user addresses to alert addresses. When an address is found, the address in question is styled (the header row +turns red) and the configured alert message is shown along the top-right, where other warnings appear. + +Circulation +~~~~~~~~~~~ +Telephony Improvements +^^^^^^^^^^^^^^^^^^^^^^ +Enhancements to notifications by telephony, including: + +* A feature that allows an Evergreen system to roll over failed notifcations into new ones with a different notification method. +* Holiday awareness. There's a script (set_pbx_holidays) that can be run by cron on an Evergreen system to periodically update the PBX's table of holidays based on a given org unit's closed date ranges. +* Smart retry. In certain situations, if you put too many callfiles into Asterisk's spool at once, Asterisk will try to make too many +calls at once, and all such calls just fail. That's what the allocator is meant to prevent. Smart retry is about moving calls that +have been tried once, and will be retried again later due to resulting in a busy signal or other problem, out of the spool to make room for +other calls that could be made in the meantime. + +Circulation Limit Groups & Limit Sets +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +The new Circulation Limit Groups (server admin) can be thought of as 'Tags' the system places on circulations so +that it can find them later. The Limit Sets (local admin) define rules for limiting the number of active circulations a patron +may have based on Circulation Modifiers and Limit Groups. These new features support the following options: + +* Setting circ limits for circulations that have no circ modifiers. This is useful for systems with circ rules based on something other than circ modifiers (e.g. MARC type) +or for grouping items that may have different circ modifiers so that, for example, you can count every video, regardles off circ modifiers. +* The ability to set limits for a single library's items, regardless of the checkout library. + +New Checkin Modifiers +^^^^^^^^^^^^^^^^^^^^^ +The following modifiers have been added to the check-in interface: + +* Clear Shelf-Expired Holds. When checking in something on the hold shelf run a 'Clear Shelf Process' for the specific copy id at that library to auto-clear any Shelf-Expired holds. +* Retarget Local Holds. When checking in 'in process' items that are owned by the library, attempt to find a local hold to retarget. This is intended to help with proper targeting of newly-cataloged items. +* Retarget All Statuses. Similar to 'Retarget Local Holds', this modifier will attempt to find a local hold to retarget, regardless of the status of the item being checked in. This modifier must be used in conjunction with the +'Retarget Local Holds' modifier. +* Capture Local Holds as Transits. With this checkin modifier, any local holds will be given an 'in transit' status instead of 'holds shelf'. The intent is to stop the system from sending holds notifications before the item is ready to be placed on the holds shelf. Possible use cases include Automated Materials Handling(AMH) checkins +in which items may be sitting in a bin for a while before landing on the holds shelf and checkins done on closed days. + +Copy Location Alerts +^^^^^^^^^^^^^^^^^^^^ +This enhancement adds a new 'checkin_alert' column to copy locations. If true (defaults to false), +then a routing alert is generated at reshelving time for the location. This is intended for special locations, +such as 'Display', that may require special handling, or that temporarily contain items that are not normally in that location. + +Age Hold Protection Based on a Copy's Active Date +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +* Adds a 'Sets copy active' column to the 'Copy Statuses' interface to identify statuses that indicate a copy is active and ready for checkout. The first time a copy is set to one of these statuses, the system adds an 'active date' for the copy, which can be used for reporting. +* Provides a new library setting for age hold protection to be based on the copy's active date instead of its create date. + +Option to Place Holds on Age Protected Items +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Allow choice of placing hold despite age protection. This alters the backend to watch when so much as one copy failed +only due to age protection. In jspac, an alternate confirm message is shown. In tpac, the failure message is changed and +override is always allowed for the hold in question. + +Force and Cataloging Recall Holds +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Creates two new types of copy-level holds to cut in front of all other holds and ignore hold rules. For cataloging recall holds, the copy's status changes to 'cataloging' when it reaches its destination. + +Archiving Stat Cats and Circ-Time Copy Locations +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Circ-time copy locations are now archived with circulations (aged or active). Using the Statistical Categories Editor, staff can also +designate stat cats (patron and copy) to archive with circulations. + +Browse Holds Shelf Interface Displays Canceled Holds +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Holds that are canceled after they are placed on the holds shelf will continue to display in this interface and will also display in the 'shelf-expired holds' view. Acquisitions ~~~~~~~~~~ @@ -107,6 +218,15 @@ Receive Items from an Invoice ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ This feature enables users to receive items from an invoice. Staff can receive individual copies, or they can receive items in batch. Documentation for this feature is available in the Book of Evergreen at http://docs.evergreen-ils.org/2.2/ +Lineitem and Copy Actions Accessible from More Interfaces +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Users can now access lineitem actions (e.g. receive, unreceive, update barcodes, new invoice) from the acquisitions lineitem search results and selection list interfaces. Also available on these interfaces is a link to copy details +where users can take receive actions (receive, unreceive, cancel) on individual copies. + +Improved Displays for Provider and Fund Admin Pages +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +This enhancement provides improved support for viewing the provider and fund admin pages. It also allows staff to use filters to find +providers and funds. Cataloging ~~~~~~~~ @@ -130,7 +250,7 @@ Hide Fields in Copy Editor Customize the Copy Editor for your staff by hiding fields in the Copy Editor that are not relevant to your staff. You can set these fields by org unit(s). Select the top level org unit that will use these settings, and the descendant org units will also recieve these settings. Documentation for this feature is available in the Book of Evergreen at http://docs.evergreen-ils.org/2.2/ -Prevent bibliographic records from having attached copies +Prevent Bibliographic Records from Having Attached Copies ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ To enable libraries to designate specific sets of records as only for use as electronic resources, it is possible to configure a bibliographic source @@ -147,12 +267,12 @@ Overlay Existing Catalog Record via Z39.50 Import This feature enables you to replace a catalog record with a record obtained through a Z39.50 search. No new permissions or administrative settings are needed to use this feature. Documentation for this feature is available in the Book of Evergreen at http://docs.evergreen-ils.org/2.2/ -Restrict Z39.50 sources by permission group +Restrict Z39.50 Sources by Permission Group ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ This new feature enables you to use a permission to restrict users' access to Z39.50 servers. You can apply a permission to the Z39.50 servers to restrict access to that server, and then assign that permission to users or groups so that they can access the restricted servers. Documentation for this feature is available in the Book of Evergreen at http://docs.evergreen-ils.org/2.2/ -Switch copy location name and library short name in copy editor +Switch Copy Location Name and Library Short Name in Copy Editor ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ By default, the copy editor shows the library shortname ('BR1' or 'CONS') followed by the copy location name ('Stacks', 'Reference'). A new workstation @@ -165,11 +285,11 @@ to copy locations by typing just the first letters of the copy location. Docume User Activity Types -^^^^^^^^^^^^^^^^^^^ -The User Activity Types feature enables you to specify the user activity that you want to record in the database. You can use this feature for reporting purposes. This function will also display a last activity date in a user's account. Documentation for this feature is available in the Book of Evergreen at http://docs.evergreen-ils.org/2.2/ +~~~~~~~~~~~~~~~~~~~ +The User Activity Types feature enables you to specify the user activity that you want to record in the database. You can use this feature for reporting purposes. This function will also display a last activity date in a user's account. Currently, this feature only tracks user authentication. Documentation for this feature is available in the Book of Evergreen at http://docs.evergreen-ils.org/2.2/ -Authentication proxy +Authentication Proxy ~~~~~~~~~~~~~~~~~~ To support integration of Evergreen with organizational authentication systems, and to reduce the proliferation of user names and passwords, Evergreen offers @@ -190,10 +310,16 @@ A sample authentication mechanism for LDAP is provided in `Open-ILS::Application::AuthProxy::LDAP_AUTH`, and corresponding sample attributes can be found in `opensrf.xml.example`. +Auditor Tables +~~~~~~~~~~~~~~ +This enhancement adds user and workstation IDs to the auditor tables. It also +adds/changes auditor functions to allow for setting, getting, and clearing auditor information, +as well as adding a couple of utility functions for updating auditors after changes to their origin columns. + Reports ~~~~~ -New views for reporting sources +New Views for Reporting Sources ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ To support the creation of collection development reports, the following reporting sources have been added: @@ -206,7 +332,7 @@ reporting sources have been added: Staff Client Navigation -~~~~~~~~~~~~~~~~~~~~~ +~~~~~~~~~~~~~~~~~~~~~~~ Customizable Toolbar ^^^^^^^^^^^^^^^^^^^^ @@ -230,17 +356,38 @@ This feature enables you to return to your title search results directly from an Sorting Columns ^^^^^^^^^^^^^^^ -This feature enables you to sort display columns so that you can find easily the information that you need on a screen that contains multiple columns. You can sort display columns on any screen that is built on a grid, such as the Check In screen or the On Shelf Pull List. +This feature enables you to sort by multiple display columns so that you can find easily the information that you need on a screen. You can sort display columns on any screen that is built on a grid, such as the Check In screen or the On Shelf Pull List. You can also sort the columns on the following Administration screens: Circulation Policies, Hold Policies, Circulation Limit Sets, Barcode Completion, Acquisitions User Request List, and Vandelay Import Errors. You can sort items in an ascending or descending order, and you can prioritize the order in which columns will sort. Documentation for this feature is available in the Book of Evergreen at http://docs.evergreen-ils.org/2.2/ - Tab Button ^^^^^^^^^^ This feature enables you to add a new tab to the Evergreen staff client by clicking the + sign adjacent to the tab that you currently have opened. As in previous versions, you can also add new tabs by clicking File -> New Tab, or use the hotkey, Ctrl+T. Documentation for this feature is available in the Book of Evergreen at http://docs.evergreen-ils.org/2.2/ +Close All Tabs Shortcut +^^^^^^^^^^^^^^^^^^^^^^^ +Supports using CTRL+Click on the close tab 'X' to close all tabs. + +Independent Column Configurations and Receipt Templates for Different Hold List Interfaces +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +Previously, all hold list interfaces shared the same column picker settings and receipt templates. This enhancement creates +independependent settings for the following interfaces: + +* Actions for this Record -> View Holds +* Patron Display -> Holds +* Circulation -> Browse Hold Shelf +* Circulation -> Pull List for Hold Requests + +Line Number Columns +^^^^^^^^^^^^^^^^^^^ +The addition of a non-sortable line number column which displays the ordinal position of each row in the list. The first row in such a list will always have a value of 1 in the ordinal column, no matter how the list is sorted. +There's no special handling for paged interfaces; the first row on any given page still gets an ordinal value of 1. + +Auto-Login +^^^^^^^^^^ +Supports auto-login in the staff client by adding three new command line parameters: -ILSuser - Username to log in with -ILSpassword - Password to use -ILShost - hostname to use License ------- -- 2.43.2