From 5af150f6a5474b0a3871eaf077fb5940289a5ff5 Mon Sep 17 00:00:00 2001 From: Kathy Lussier Date: Sun, 16 Sep 2012 00:56:55 -0400 Subject: [PATCH] Various additions to the 2.3 release notes. Signed-off-by: Kathy Lussier Signed-off-by: Dan Scott --- docs/RELEASE_NOTES_2_3.txt | 116 +++++++++++++++++++++++++++++++++++-- 1 file changed, 112 insertions(+), 4 deletions(-) diff --git a/docs/RELEASE_NOTES_2_3.txt b/docs/RELEASE_NOTES_2_3.txt index aa5e765c16..4d812262fe 100644 --- a/docs/RELEASE_NOTES_2_3.txt +++ b/docs/RELEASE_NOTES_2_3.txt @@ -17,7 +17,10 @@ Acquisitions ACQ Invoice Inline Lineitem Search and Add ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -The Invoice UI is how composed of two tabs, the main invoice tab and a new Search tab. The search tab consists of a subset of the Acquisitions unified search interface. The goal is to allow users to search for lineitems to invoice. Search results may be added directly to the growing invoice. A number of small usability features are included. +The Invoice UI is how composed of two tabs, the main invoice tab and a new +Search tab. The search tab consists of a subset of the Acquisitions unified +search interface. The goal is to allow users to search for lineitems to +invoice. Search results may be added directly to the growing invoice. A number of small usability features are included. Features ++++++++ @@ -52,10 +55,27 @@ EDI message if that lineitem can be linked to a known Evergreen lineitem in your system. An Evergreen invoice item will be created for a whole-invoice tax. +Enriched EDI +^^^^^^^^^^^^ + +Support for Enriched EDI with copy-level data via EDI in ORDER messages. + +Encumbrance-only Rollover +^^^^^^^^^^^^^^^^^^^^^^^^^ + +A new Library Setting allows the year-end close-out operation to roll over +encumbrances while dumping any unspent money. + +Fund Report +^^^^^^^^^^^ + +A new IDL reporter view that provides summary information for funds for +reporting. The resulting table looks like a fund with four additional fields: +allocated_total, spent_total, encumbrance_total, and combined_balance. + OPAC ~~~~ - TPAC: Simplified CSS Color Customization ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ CSS colors are now defined as a pair of Template::Toolkit files, @@ -185,6 +205,46 @@ extend the KPAC using the code that already exists in the TPAC. Finally, third party content, such as reader reviews, can be integrated into the KPAC. +Locale picker +^^^^^^^^^^^^^ + +In situations in which more than a single locale is configured, the TPAC header +will display a locale picker based on the registered locales. + +Hidden Place Hold Links +^^^^^^^^^^^^^^^^^^^^^^^^^ + +The title-level 'Place Hold' link in TPAC will be hidden on the search result +and record summary screens when there are no holdable copies on the bib. This +is based on the copy, status and location holdable flags. + +When enabled in config.tt2, the 'Place Holds' link in TPAC will also be hidden +if copies are available in the search location. + +Library Selectors in Advanced Searches +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +The library selector is now available on the numeric and expert search pages. + +Journal Title Search +^^^^^^^^^^^^^^^^^^^^ + +A journal title search is now available as a stock TPAC filter. + +Public Patron Notes +^^^^^^^^^^^^^^^^^^^ + +Public patron notes are now visible in the 'Account Summary' box of 'My +Account'. + +Auto-Override Permissable Patron Hold Fail Events +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +A new Library Setting is available that tells TPAC to automatically override +hold placement failure events in cases where the patron has the permission to +do so. The goal is to skip the confirmation step previously required by patrons +when overriding a TPAC hold. + Cataloging ~~~~~~~~~~ @@ -306,7 +366,7 @@ Using the filter in a template [source, html] --------------------------------------------------- -[% ctx.filter_groups.reading_level.label %] +[% ctx.filter_groups.reading_level.label %] [% INCLUDE 'opac/parts/filter_group_selector.tt2' @@ -314,9 +374,31 @@ Using the filter in a template none_ok=1 none_label=l('All') %] - + --------------------------------------------------- +Standing Penalty CAPTURE and FULFILL Blocks +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +This feature adds two additional types of standing penalty blocks to manage +holds. + +When a user has a standing penalty containing 'CAPTURE' in the block list, the +user can place holds (pending no 'HOLD' block), but no holds for the user will +be captured. This is effectively a policy-based freeze of the hold. + +Users that have penalties with 'FULFILL' in the block list will be able to +place holds and have their holds captured (i.e. delivered) but will not be able +to check out the captured holds. This is basically a way to get patrons in to +pay outstanding balances. + +Copy Location Additions to Circulation Policies +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +Similar to circulation modifiers, circ policies can now be based on copy +location. This also adds copy location to the circ matrix weights and to circ +limit sets. + Staff Client ~~~~~~~~~~~~ @@ -380,3 +462,29 @@ The pipe is intended for cases where the urls entry may or may not already contain a query string, say for differences between OPACs where one requires that something be passed into the query string, but the other uses a path component instead. + +New Operator Change Features +^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +The operator change dialog has a new dropdown allowing the selection of a +Temporary, Staff, or Permanent authtoken. The first option provides a temporary +operator change as has typically been done through this menu item. 'Staff' uses +a normal staff login authtoken for a multi-hour timeout. 'Permanent' is a staff +change that disregards the previous login instead of allowing it to be +recovered by using the menu item again. + +Additional Work Log Entries +^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +Entries for bill payment and hold placement are now available in the 'Work Log'. + +SIP +~~~ + +Support for credit card payment type and fine items details +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +Support is now available to create a credit card payment type in the SIP Fee +Paid message. There is also now support for SIP clients to retrieve and +display a detailed/itemized list of billings to the patron. + -- 2.43.2