1 = Evergreen 3.8 Release Notes =
8 This release contains bug fixes improving on Evergreen 3.8.0
15 ==== Acquisitions ====
17 * Protects real copies from deletion by an acqusitions line item cancel
18 (https://bugs.launchpad.net/evergreen/+bug/1928003[Bug 1928003])
19 * Fixes an issue where EDIWriter.pm was not correctly applying some attribute types (https://bugs.launchpad.net/evergreen/+bug/1930740[Bug 1930740])
20 * Fixes the Providers form to be more friendly to screenreaders (https://bugs.launchpad.net/evergreen/+bug/1950507[Bug 1950507])
23 ==== Administration ====
25 * Adds rdeleted parameter to the pingest.pl script (https://bugs.launchpad.net/evergreen/+bug/1862652[Bug 1862652])
26 * Fixes bug where Carousels could only be viewed & edited by their creating user (https://bugs.launchpad.net/evergreen/+bug/1939338[Bug 1939338])
27 * Updates Hopeless Holds interface so Title links open in a new tab (https://bugs.launchpad.net/evergreen/+bug/1909681[Bug 1909681])
28 * Fixes an issue where specific 'opensrf' user is required in oils_ctl.sh and autogen.sh https://bugs.launchpad.net/evergreen/+bug/1900005[Bug1900005])
29 * Adds MARC_NAMESPACE to Const.pm (https://bugs.launchpad.net/evergreen/+bug/1930747[Bug 1930747])
30 * Fixes an issue preventng correct MADS processing of field 755 (https://bugs.launchpad.net/evergreen/+bug/1800871[Bug 1800871])
31 * Adds default columns in the Angular staff catalog View Holds tab (https://bugs.launchpad.net/evergreen/+bug/1907123[Bug 1907123])
32 * Adds filters to MARC Coded Value Map grid (https://bugs.launchpad.net/evergreen/+bug/1843970[Bug 1843970])
36 * Makes changes to the eBook API to support Overdrive's updated Checkouts API (https://bugs.launchpad.net/evergreen/+bug/1951021[Bug 1951021])
37 * Fixes issue where loading records with located URIs deleted and recreated call_numbers (https://bugs.launchpad.net/evergreen/+bug/1482757[Bug 1482757])
40 ==== Architecture ====
42 * Fixes typo in fm_idl.xml (https://bugs.launchpad.net/evergreen/+bug/1957840[Bug 1957840])
43 * Fixes an issue where retrieving a title via SuperCat can crash if the title has a serial unit with statcats (https://bugs.launchpad.net/evergreen/+bug/1970486[Bug 1970486])
44 * Upgrades karma in NPM dependencies (https://bugs.launchpad.net/evergreen/+bug/1965432[Bug 1965432])
45 * Fixes variable in log_me sub (https://bugs.launchpad.net/evergreen/+bug/1778783[Bug 1778783])
46 * Fixes material icons package error in NPM install (https://bugs.launchpad.net/evergreen/+bug/1969232[Bug 1969232])
51 * Fixes an issue in the traditional staff catalog where PLACE_UNFILLABLE_HOLD override fails if there are no items available (https://bugs.launchpad.net/evergreen/+bug/1906842[Bug 1906842])
52 * Fixes an issue in the Patron Search from Place Holds modal where barcode search was failing (https://bugs.launchpad.net/evergreen/+bug/1955927[Bug 1955927])
53 * Restores Hold links in the staff catalog detail page that were broken by a Chrome update (https://bugs.launchpad.net/evergreen/+bug/1964019[Bug 1964019])
54 * Fixes an issue in the traditional staff catalog where user settings wouldn't load in the Place Holds interface (https://bugs.launchpad.net/evergreen/+bug/1939426[Bug 1939426])
55 * Excludes empty bibs with transcendent=f from location limited staff searches (https://bugs.launchpad.net/evergreen/+bug/1746800[Bug 1746800])
56 * Fixes issue in the traditional staff catalog where Patron Barcode Completion didn't populate correctly in the Place Holds interface (https://bugs.launchpad.net/evergreen/+bug/1965317[Bug 1965317])
57 * Fixes an issue in the Angular staff catalog where monograph parts were sorting incorrectly in the Place Holds interface (https://bugs.launchpad.net/evergreen/+bug/1965161[Bug 1965161])
58 * Adds default columns in the Angular staff catalog View Holds tab (https://bugs.launchpad.net/evergreen/+bug/1907123[Bug 1907123])
62 * Fixes a regression where owning libraries were not indicated in the Holdings View dropdown (https://bugs.launchpad.net/evergreen/+bug/1739277[Bug 1739277])
63 * Fixes an issue where batch deletes from an item bucket exhausted drones (https://bugs.launchpad.net/evergreen/+bug/1949910[Bug 1949910])
64 * Fixes an issue where the Holdings View showed incorrect item counts (https://bugs.launchpad.net/evergreen/+bug/1933275[Bug 1933275])
65 * Adds Author field to Item Buckets (https://bugs.launchpad.net/evergreen/+bug/1800474[Bug 1800474])
66 * Fixes an issue where batch removal of items from an item bucket exhausted drones (https://bugs.launchpad.net/evergreen/+bug/1968082[Bug 1968082])
67 * Splits Active Date and Create Date into separate columns in Angular Holdings View (https://bugs.launchpad.net/evergreen/+bug/1916600[Bug 1916600])
68 * Adds Author field to Item Buckets (https://bugs.launchpad.net/evergreen/+bug/1800474[Bug 1800474])
69 * Fixes copy templates setting to allow migration of copy templates from AngularJS to Angular (https://bugs.launchpad.net/evergreen/+bug/1951162[Bug 1951162])
70 * Angular copy location editor can now pass multiple context org unit IDs (https://bugs.launchpad.net/evergreen/+bug/1956626[Bug 1956626])
75 * Excludes child organizational units when fleshing standing penalties (https://bugs.launchpad.net/evergreen/+bug/1959461[Bug 1959461])
76 * Fixes invalidate email regression (https://bugs.launchpad.net/evergreen/+bug/1950826[Bug 1950826])
77 * Fixes a bug where Patron Search could cause the browser to become unresponsive (https://bugs.launchpad.net/evergreen/+bug/1959904[Bug 1959904])
78 * Fixes issue with slow user merging or deleting (https://bugs.launchpad.net/evergreen/+bug/1960956[Bug 1960956])
79 * Fixes display issue in Hold Shelf Record Summary Detail View (https://bugs.launchpad.net/evergreen/+bug/1838580[Bug 1838580])
80 * Adds server-side saving for Holds Groups grids (https://bugs.launchpad.net/evergreen/+bug/1956003[Bug 1956003
81 * Fixes download & print issue with Angular Holds Pull List (https://bugs.launchpad.net/evergreen/+bug/1958265[Bug1958265])
82 * Adds duplicate barcode check to Item Status Replace Barcode (https://bugs.launchpad.net/evergreen/+bug/1950468[Bug 1950468])
87 * Improved filtering on egBasicComboBox typeaheads (https://bugs.launchpad.net/evergreen/+bug/1819233[Bug 1819233])
88 * Corrects print template data field names for Items Out template (https://bugs.launchpad.net/evergreen/+bug/1766726[Bug 1766726]
89 * Implements batch method for adding users to a bucket (https://bugs.launchpad.net/evergreen/+bug/1946531[Bug 1946531])
90 * Fixes untranslatable strings in the Historical Bills print template (https://bugs.launchpad.net/evergreen/+bug/1772631[Bug 1772631]
92 ==== Course Materials ====
94 * Adds owning library check to Course Terms uniqueness constraint
95 (https://bugs.launchpad.net/evergreen/+bug/1942645[LP1942645])
96 * Fixes course search issue (https://bugs.launchpad.net/evergreen/+bug/1913340[Bug 1913340])
98 ==== Documentation ====
100 * Updates to Print Template Export documentation (https://bugs.launchpad.net/evergreen/+bug/1929592[Bug 1929592])
101 * Added Advanced Authorities documentation (https://bugs.launchpad.net/evergreen/+bug/1944205[Bug 1944205
102 * Corrections to Override Actions documentation
103 * Updates to Barcode Completion documentation
104 * Added Course Materials documentation
105 * Updates to Holds documentation
106 * Updates to z39.50 documentation
107 * Updates to OPAC Lists documentation
108 * Added relevant Conference videos to some documentation pages
109 * Updates to Using the Public Access Catalog documentation
110 * Updates to Billing documentation
114 * Fixes an issue in the Bootstrap OPAC where changing a branch did not clear the shelving location list (https://bugs.launchpad.net/evergreen/+bug/1946019[Bug 1946019])
115 * Restores line breaks in Patron Messages (https://bugs.launchpad.net/evergreen/+bug/1927990[Bug 1927990])
116 * Fixes an issue where some electronic resource links would not display in the Bootstrap OPAC (https://bugs.launchpad.net/evergreen/+bug/1950394[Bug 1950394])
117 * Fixes an issue in the Bootstrap OPAC where the 'More Details' button was not translatable (https://bugs.launchpad.net/evergreen/+bug/1919494[Bug 1919494])
118 * Fixes an issue where a hold in the status "Hold Shelf Delay" displayed blank in the OPAC (https://bugs.launchpad.net/evergreen/+bug/1959405[Bug 1959405])
119 * Fixes Bootstrap OPAC 'More Details' button so it toggles to 'Less Details' when clicked (https://bugs.launchpad.net/evergreen/+bug/1920039[Bug 1920039])
120 * Fixes circ history CSV export in the Bootstrap OPAC (https://bugs.launchpad.net/evergreen/+bug/1954923[Bug 1954923])
121 * Fixes color contrast on Bootstrap OPAC forms (https://bugs.launchpad.net/evergreen/+bug/1942240[Bug 1942240])
122 * Fixes formatting in Bootstrap OPAC My Lists (https://bugs.launchpad.net/evergreen/+bug/1907863[Bug 1907863])
123 * Fixes a bug in the Bootstrap OPAC where the self-registration library setting wasn't honored (https://bugs.launchpad.net/evergreen/+bug/1958163[Bug 1958163])
124 * Adds Matomo support to the Bootstrap OPAC (https://bugs.launchpad.net/evergreen/+bug/1966802[Bug 19668020])
125 * Stopgap fix to prevent OPAC payment when zero-dollar or negative bills are present on a patron's account (https://bugs.launchpad.net/evergreen/+bug/1965579[Bug 19965579])
130 * Fixes an issue where subscription manager fetched too many parallel requests (https://bugs.launchpad.net/evergreen/+bug/1949389[Bug 1949389])
134 * Adds Preferred Name to self checkout (https://bugs.launchpad.net/evergreen/+bug/1847827[Bug1847827])
137 === Acknowledgements ===
139 We would like to thank the following individuals who contributed code,
140 testing and documentation patches to the 3.7.3 point release of Evergreen:
158 * Blake Graham Henderson
166 * Andrea Buntz Neiman
179 == Evergreen 3.8.0 ==
181 === Upgrade notes ===
183 ==== New Permissions ====
185 * UPDATE_USER_PHOTO_URL
190 ==== Removed Permissions ====
192 * VIEW_STANDING_PENALTY
194 ==== New Library Settings ====
196 * Pickup Library Soft stalling interval
197 * Pickup Library Hard stalling interval
198 * Void item deposit fee on checkin
199 * Require Photo URL field on patron registration
200 * Show Photo URL field on patron registration
201 * Suggest Photo URL field on patron registration
203 * Maximum number of spelling suggestions that may be offered
204 * Stripe ISO 4217 currency code
205 * Use Item Price or Cost as Primary Item Value
206 * Use Item Price or Cost as Backup Item Value
207 * Staff Catalog Search Filters
208 * Workstation OU is the default for staff-placed holds
210 ==== Backing Up Auditor `alert_message` Column ====
212 WARNING: The upgrade script will remove the alert_message field from the
213 auditor table, so if you care about preserving those you should run a query to
220 CREATE TABLE auditor.backup_usr_alert_msg AS
221 CREATE audit_id, audit_time, audit_action, audit_user,
222 audit_ws, id as "usr_id", last_update_time,
224 FROM auditor.actor_usr_history
225 WHERE alert_message IS NOT NULL;
228 ==== Reindexing for Search Suggestions ====
230 The upgrade includes a partial reindexing to update search suggestions. After
231 running the schema upgrade script, e.g., `version-upgrade/3.7.1-3.8.0-upgrade-db.sql`,
232 the reindexing can be done as follows.
234 First, in a `psql` session connected to your Evergreen database, run:
242 select value from metabib.title_field_entry where source in (select id from biblio.record_entry where not deleted);
244 select value from metabib.author_field_entry where source in (select id from biblio.record_entry where not deleted);
246 select value from metabib.subject_field_entry where source in (select id from biblio.record_entry where not deleted);
248 select value from metabib.series_field_entry where source in (select id from biblio.record_entry where not deleted);
250 select value from metabib.identifier_field_entry where source in (select id from biblio.record_entry where not deleted);
252 select value from metabib.keyword_field_entry where source in (select id from biblio.record_entry where not deleted);
260 Then, from the command line:
264 $ ~/EG-src-path/Open-ILS/src/support-scripts/symspell-sideload.pl title > title.sql
265 $ ~/EG-src-path/Open-ILS/src/support-scripts/symspell-sideload.pl author > author.sql
266 $ ~/EG-src-path/Open-ILS/src/support-scripts/symspell-sideload.pl subject > subject.sql
267 $ ~/EG-src-path/Open-ILS/src/support-scripts/symspell-sideload.pl series > series.sql
268 $ ~/EG-src-path/Open-ILS/src/support-scripts/symspell-sideload.pl identifier > identifier.sql
269 $ ~/EG-src-path/Open-ILS/src/support-scripts/symspell-sideload.pl keyword > keyword.sql
272 Then finally, back in `psql`:
276 ALTER TABLE search.symspell_dictionary SET UNLOGGED;
277 TRUNCATE search.symspell_dictionary;
286 CLUSTER search.symspell_dictionary USING symspell_dictionary_pkey;
287 REINDEX TABLE search.symspell_dictionary;
288 ALTER TABLE search.symspell_dictionary SET LOGGED;
289 VACUUM ANALYZE search.symspell_dictionary;
291 DROP TABLE search.symspell_dictionary_partial_title;
292 DROP TABLE search.symspell_dictionary_partial_author;
293 DROP TABLE search.symspell_dictionary_partial_subject;
294 DROP TABLE search.symspell_dictionary_partial_series;
295 DROP TABLE search.symspell_dictionary_partial_identifier;
296 DROP TABLE search.symspell_dictionary_partial_keyword;
299 ==== Updating Reports on Patron Notes ====
301 The underlying data structure for patron notes has changed with all notes
302 living in the `actor.usr_message` table, so report writers will need to change
303 the following paths in existing reports:
305 * `actor.usr_note` -> all columns
306 * `actor.usr` -> `alert_message`
307 * `actor.usr_standing_penalty` -> note
309 And for `actor.usr_message`, there is now both a `pub` column and a `deleted` column.
311 ==== Holdings Editor Preferences ====
313 Given the number of changes between the AngJS holdings editor and the
314 new Angular interfaces, preferences stored for the AngJS interface will
315 not be honored by the new interface. New preferences will have to be
316 applied by staff as needed.
320 ==== Acquisitions ====
322 ===== Angular Rewrite of Acquisitions Administration Interfaces =====
324 Several administrative interfaces for acquisitions have been rewritten
325 to use the Angular framework:
328 * Currencies and Exchange Rates
329 * Distribution Formulas
331 * Fund Administration
333 ====== Claiming ======
335 The interface for managing claim policies is now a single multi-tabbed
336 page that combines the previous interfaces for:
339 * Claim Policy Actions
343 The new interface can be found in Administration > Acquisitions
344 Administration > Claiming.
346 ====== Currencies and Exchange Rates ======
348 The previous two interfaces for managing currencies and exchange
349 rates have been consolidated into one. The new interface allows
350 users to create, modify, and delete currency types. In addition,
351 the list of currencies now has 'Manage Exchange Rates' buttons
352 to allow specifying the exchange rate from the selected currency
355 If an exchange is set in one direction, e.g., from USD to EUR,
356 opening the 'Manage Exchange Rates' for EUR will show the inverse
357 of the exchange rate for USD as a read-only field.
359 The new interface can be found in Administration > Acquisitions
360 Administration > Currencies and Exchange Rates.
362 ====== Distribution Formulas ======
364 The Angular interface for managing distribution formulas displays
365 a grid of existing formulas and allows authorized users to create,
366 modify, and delete formulas. The dialog for editing a formula
367 allows the user to define one or more entries containing
368 owning library, number of items, and optionally shelving location, fund,
369 circulation modifier, and collection code.
371 The new interface can be found in Administration > Acquisitions
372 Administration > Distribution Formulas.
374 ====== EDI Attribute Sets ======
376 The Angular EDI attribute sets interface is similar to the previous
377 one. However, it includes enhancements to display the number of
378 providers using an attribute set as well as a 'View Providers' button
379 to navigate to those providers.
381 The new interface can be found in Administration > Acquisitions
382 Administration > EDI Attribute Sets.
384 ====== Fund Administration ======
386 The new fund administration interface unifies configuration of funding
387 sources, purchasing funds, and fund tags. The interface has three tabs:
393 The Funds tab displays a filterable list of funds that allows the
394 user to create, modify, and remove funds. The fund name is hyperlinked;
395 clicking that hyperlink opens a dialog that has the following tabs:
397 * Summary: this contains summary information about the fund,
398 including various balances.
399 * Allocations: this lists allocations to and from the fund.
400 * Transfers: this lists fund transfers to and from the fund.
401 * Debits: this lists debits against the fund. As an enhancement
402 from the previous version of the funds interface, the grid
403 of debits now has links to the line item, purchase order,
404 and/or invoice associated with the debit.
405 * Tags: this lists the tags associated with the funds and allows
406 the user to add or remove tag associations.
408 The fund management dialog also allows the user to create allocations
409 into the fund and transfer money away from the fund.
411 The funds tab also has a 'Fiscal Propagation and Rollover' button.
412 The library from the selector on the funds tab is used to set the
413 context org unit for the propagation and rollover. Upon clicking the
414 button, a dialog box appears that allows the user to select the fiscal
415 year to propagate or rollover, checkboxes to specify whether to also
416 perform a fiscal year close-out and whether to limit a close-out to
417 encumbrances, and a checkbox to specify whether or not to do a dry run.
418 Upon completion of the propagation, the dialog will display summary
422 The Funding Sources tab displays a filterable list of funding
423 sources and allows the user to create funding sources, apply and view
424 credits, allocate money to funds, and view allocations.
426 The Fund Tags tab presents a grid that allows users view view,
427 create, modify, and delete fund tags. Assigning a tag to a fund is
428 done using the fund management dialog.
430 The new interface can be found in Administration > Acquisitions
431 Administration > Fund Administration.
433 ====== Other Changes ======
435 The following miscellaneous changes are included in this work:
437 * Funds are now displayed in Angular selectors with the pattern
438 "CODE (YEAR) (OWNING_LIBRARY)"
439 * The automatically generated fund allocation note associated with
440 fund transfers now reads "Transfer to/form fund CODE (YEAR) (OWNER)".
441 Previously, the fund was identified only by its numeric fund ID.
442 * A new style was added for display of negative money amounts. By
443 default, these amounts display with red text.
444 * The fund propagation and rollover report now includes the total
445 amount of encumbrances that were rolled over.
446 * Various dynamic Angular comboboxes will now display up to 100
447 entries upon a click without requiring that the user submit a
449 * Various Angular record editing forms will now complain if
450 the user tries to save a field value that contains only whitespace.
451 * Currency amounts in Angular are no longer displayed with a currency
452 symbol. Prior to this change, monetary amounts were displayed with
453 a dollar sign regardless of the intended currency.
454 * Various changes were made in the IDL to adjust field labels and
455 to mark certain fields as required.
457 ===== Fund Debit Auditor Table =====
459 A new auditor table now exists for the `acq.fund_debit` table. This
460 allows detailed reporting on changes to encumbrances and expenditures
464 ===== Miscellaneous =====
466 * Funding sources now have an active flag. If a funding source is marked
467 as inactive, adding credits to it or allocating from it is disabled, and
468 it will not show up in the list of possible funding sources when allocating
471 ==== Administration ====
473 ===== Case Insensitive Browse Entries =====
475 It is now possible for a system administrator to select whether
476 a particular browse entry field's case should be considered when
477 determining uniqueness. A new "Browse Folding is Case-Insensitive"
478 column has been added to the Administration -> Server Administration
479 -> MARC Search/Facet Fields interface. Note that a bib record reingest
480 will be required for changes to take effect.
482 ===== Miscellaneous =====
484 * The 'Search Filter Groups' administration interface is now ported
489 ===== Holdings Maintenance & Item Attributes Editor Angular Port =====
491 Key differences from the AngularJS Holdings and Item Attr. editor
492 interfaces include the following:
494 * Tabbed Holdings vs. Item Attr. interfaces.
495 ** With option to display as a unified interface without tabs.
496 * Item Attr. fields retain position when showing/hiding
497 * Improve keyboard navigation of Item Attr. editor.
498 * Templates are once again managed directly in the Item Attr. editor.
499 * Item Attr. displays values as counts summaries with option to edit by
500 clicking on a field (or tabbing + Enter) a la XUL.
501 * Item Attr batch values support changing only items with selected values.
502 * Batch value display limit vertical expansion of long lists with option for
504 * All fields are visible by default; hidden by modifying preferences.
505 * Owning Library is managed in the Item Attr editor a la XUL.
506 * New feature called "Change Circ Lib When Owning Lib Changes"
507 * Generate Barcodes and Use Checkdigit are visible in the main holdings
508 form with option to hide.
509 * Print Labels checkbox moved from Preferences to the save actions toolbar.
510 * Option to hide various Holdings interface columns for extra horizontal space.
511 * Option to temporarily expand columns in the Holdings interface for reviewing
512 wide columns of text.
514 ===== Fix for Authority Records with Long Subfields =====
516 Importing or updating authority records with long subfields, i.e. in
517 the vicinity of 5,000 characters or more in length, can cause database
518 errors that will prevent the update or import from happening. The
519 error occurs because non-full text indexes in PostgreSQL have a
520 limited length, and long fields sometimes lead to index entries that
521 exceed this maximum value.
523 In order to rectify this issue, two database indexes on the
524 `authority.full_rec` table's `value` column have been redefined to
525 match their counterparts in the `metabib.real_full_rec` table. After
526 this update, only the first 1024 characters of an authority field or
527 subfield will be considered by these indexes.
529 NOTE: These indexes are not used for authority record search, though
530 they are used for sorting and paging.
532 ===== Bib Record -1 Can No Longer Be Edited =====
534 Now when retrieving the bibliographic record with the id of -1 the
535 delete button will be missing and the save button is disabled.
537 In addition, new database rules now protect bib record ID -1,
538 call number ID -1 and copy location ID 1 from editing.
540 ===== MARC Batch Import/Export Separate Edit Date/Editor Toggle =====
542 Adds a new field "Update Bib Edit Date" to Vandelay merge profiles which
543 allows users to update the edit date and editor information on a
544 merged/overlaid bib record without also having to modify the bib source.
546 For backwards compatibility, any existing merge profiles that have
547 "Update Bib Source" applied will also get "Update Bib Edit Date" applied.
549 ===== Browse Heading Navigation =====
551 In the Angular staff catalog, when viewing the list of bib records linked
552 to a heading, it's now possible to navigate to the previous or next heading
553 directly on the bib list page without having to return to the original
556 ===== Bibliographic Record Notes =====
558 Bibliographic record notes (i.e., administrative notes stored in the
559 `biblio.record_note` table, not 5XX fields in the MARC record) can now
560 be edited from the Record Notes tab. Three new permissions manage this
561 and should be added to cataloging accounts and permission groups as
562 appropriate: `CREATE_RECORD_NOTE`, `UPDATE_RECORD_NOTE`, and
563 `DELETE_RECORD_NOTE`. There is an optional public display flag that is
564 not yet supported in the public catalog but included to support future functionality.
566 ==== Circulation ====
568 ===== Granular control over how to use price and acquisition cost to determine item value =====
570 This feature adds two new library settings:
572 * Use Item Price or Cost as Primary Item Value
573 * Use Item Price or Cost as Backup Item Value
575 Which intersect the behavior of these existing settings:
577 * Charge lost on zero
582 Each of these settings affect how item price is used in
583 various contexts and is not limited to "lost" items, but
584 can affect notices, fine rules, and billings for long
585 overdue and damaged items (as well as lost items).
587 By default, the price field on items is the only field
588 considered by these various uses, but if we set, for
589 example, "Use Item Price or Cost as Primary Item Value" to
590 "cost", then we'll use the cost field instead of the price
593 Alternately, if we set the "Backup Item Value" to "cost"
594 and either leave the "Primary Item Value" setting unset or
595 set to "price", then we'll consider the price field first,
596 and if it is either unset/null or equal to 0 (and
597 "Charge lost on zero" is true), then it'll fall-through to
598 the cost field. We can also flip the behavior with these
599 settings and consider cost first and then price second.
601 The primary intended use case for this feature is:
603 - If there's an acquisition cost, charge this as the lost value.
604 - If there's not an acquisition cost, but there's a price, charge the price.
605 - If neither, charge the default value.
607 ===== Library selector on the holds pull list =====
609 The holds pull list screen now includes a library/org unit selector.
610 This allows staff to view the pull list of any library where they have
611 VIEW_HOLDS permissions, rather than having to log in to a workstation
614 ===== Angular Holds Pull List =====
616 The holds pull list now uses Angular and has an address of `/eg2/en-US/staff/circ/holds/pull-list`.
618 ===== New Item Triggered Events Log =====
620 A reimplementation of the Item Triggered Events Log interface, building
621 on the Patron Triggered Events Log Angular reimplementation.
623 ===== Template Support for Information and My Account URLs =====
625 A new setting has been added named `lib.my_account_url` to provide a
626 path usable in templates to a patron's account login. Both this and
627 the existing `lib.info_url` settings are now available in the
628 server-side processed templates, action triggers and traditional print
631 Web side processed templates can be found in
632 Administration -> Server Administration -> Print Templates.
634 You can add settings using the following syntax:
638 <div>[% helpers.get_org_setting(staff_org.id, 'lib.info_url'); %]</div>
639 <div>[% helpers.get_org_setting(staff_org.id, 'lib.my_account_url'); %]</div>
642 Print Receipts found in Administration -> Workstation -> Print Templates
643 can be added with these includes:
647 {{includes.info_url}}
648 {{includes.my_account_url}}
651 Action triggers can use both values with the `helpers.get_org_setting`
656 [% helpers.get_org_setting(circ_lib.id, 'lib.my_account_url') %]
660 ===== Override Dialogs =====
662 This reworks the override action dialogs in the patron display for Check Out
663 and Items Out, and in the Circulation -> Renew Items interface. It exposes the
664 auto-override behavior as checkboxes giving staff more fine-grained control
665 over which events are auto-forced or skipped upon subsequent encounters. It
666 also changes the Cancel action for batch renewals to abort the remaining
667 renewals in the batch, and makes it so that new authorization credentials
668 provided during such a batch will be treated as an operator change for the
669 entire batch. We also fix an existing bug where events marked as already
670 encountered for auto-override could leak into other patron contexts via Patron
673 ===== New Patron Triggered Events Log =====
675 A reimplementation of the Patron Triggered Events Log interface along with
676 supporting infrastructure for speedier results with large datasets.
678 ===== Photo URL =====
680 Editing of the patron's photo URL can now be done in the staff client's patron
681 registration and edit screen. A new permission UPDATE_USER_PHOTO_URL controls
682 the ability to actually edit the field.
684 ===== `open-ils.circ.renew.auto` Removed =====
686 The deprecated `open-ils.circ.renew.auto` API was removed. You will
687 want to use `open-ils.circ.renew` with the `auto_renewal` option set
688 to 1. This mainly affects those who have written custom code using
689 the open-ils.circ backend.
691 ===== Void Deposit Billing at Checkin =====
693 There is a new setting called "Void item deposit fee on checkin"
694 that, when enabled, will cause items that have deposit billings
695 to be automatically voided.
697 ===== Miscellaneous =====
699 * The patron record editor now has a button to send a password
700 reset email to the patron's email address.
701 * Add a new pair of library settings to support pickup library-based
702 hold stalling. 'Pickup Library Soft stalling interval', when set for,
703 the pickup library, specifies that for holds with a request time age
704 smaller than the specified interval only items scanned at the pickup
705 library can be opportunistically captured. Example "5 days". This setting
706 takes precedence over "Soft stalling interval" (circ.hold_stalling.soft)
707 when the interval is in force. 'Pickup Library Hard stalling interval',
708 when set for the pickup library, specifies that no items with a
709 calculated proximity greater than 0 from the pickup library can be
710 directly targeted for this time period if there are local available
712 * Add a new library setting, 'Workstation OU is the default for staff-placed holds',
713 to indicate that the workstation OU should be set as the default pickup
714 location for hold requests that are placed via the staff interface. The
715 process for setting the default pickup location is now:
716 . Workstation if the 'Workstation OU is the default for staff-placed holds' setting
718 . The user's preferred pickup location, if set
719 . if the user's preferred pickup location is not set, the
720 Workstation if the 'Workstation OU fallback for staff-placed holds'
722 . Otherwise, it defaults to the user's home library.
726 ===== Consolidate Patron Notes, Alerts, and Messages =====
728 Patron notes, messages, alert messages, and standing penalties have been folded
729 into one Notes interface. Notes designated as public will show in the My
730 Account -> Message Center in the public catalog for patrons.
732 The underlying data structure has also changed with all notes living in the
733 `actor.usr_message` table, so report writers will need to change the following
734 paths in existing reports:
736 * `actor.usr_note` -> all columns
737 * `actor.usr` -> `alert_message`
738 * `actor.usr_standing_penalty` -> note
740 And for `actor.usr_message`, there is now both a `pub` column and a `deleted` column.
742 Depending on privacy policies, system administrators may wish to set up a
743 recurring process to truly delete older entries in `actor.usr_message` that have
744 been flagged as deleted.
746 WARNING: The upgrade script will remove the alert_message field from the
747 auditor table, so if you care about preserving those you should run a query to
754 CREATE TABLE auditor.backup_usr_alert_msg AS
755 CREATE audit_id, audit_time, audit_action, audit_user,
756 audit_ws, id as "usr_id", last_update_time,
758 FROM auditor.actor_usr_history
759 WHERE alert_message IS NOT NULL;
762 ===== Fix for Staff Splash Page Multi-Word Search =====
764 The addition of the Angular Staff Catalog surfaced a double-encoding issue
765 with redirects in certain Apache versions. This caused searches for multiple
766 words to have %20 in place of spaces, almost certainly resulting in 0 results.
768 In order to apply this fix, change the Angular redirects in eg_vhost.conf from
770 RewriteRule ^/eg2/(.*) https://%{HTTP_HOST}/eg2/en-US/$1 [R=307,L]
774 RewriteRule ^/eg2/(.*) https://%{HTTP_HOST}/eg2/en-US/$1 [NE,R=307,L]
776 ===== Miscellaneous =====
778 * In the Angular staff catalog, rename 'Catalog Preferences' to
779 'Search Preferences' and add a return button.
780 * Angular grids now have a have a 'Manage Actions Menu' configuration
781 action to allow users to control which actions are displayed
782 on the context menu for the grid.
783 * The item table and holdings view in the Angular staff catalog record
784 details page now include 'Total Circ Count' and 'Last Circ Date' columns.
785 * There is a new library setting, 'Staff Catalog Search Filters', that can be
786 used to customize the list of search filters that are available on the
787 Angular staff catalog advanced search form. This setting takes an array
788 of desired filters, e.g., `["item_lang","audience","lit_form"]`. The complete
789 list of available filters is item_type, item_form, item_lang, audience,
790 vr_format, bib_level, and lit_form. If the library setting is not set,
791 all of the filters are displayed.
793 ==== Public Catalog ====
795 ===== Credit card payments using Stripe now implemented with PaymentIntents instead of Charges =====
797 This changes the Stripe code in the public catalog to use their PaymentIntents and confirmCreditCard API,
798 which is recommended over their Charges API. Credit card charges are no longer finalized
799 (captured/confirmed) on Evergreen's backend, though the backend does check whether a payment was
800 made successfully before recording it.
802 ===== Miscellaneous =====
804 * The Bootstrap public catalog now displays cover images on the My Account
805 items checked out, check out history, holds, and holds history pages.
806 * Carousels on the public catalog home page now take up 80% of the page width
807 by default rather than just 40%.
811 ===== Reporter Item Statistics View =====
813 A new reports source, Item Statistics View is available.
814 Certain third-party products such as collection development
815 management providers require copy statistics that are not
816 readily available in a single report. This view adds those,
817 which will also benefit library staff reports generally.
819 To add the view, a system administrator will need to (re-)run
820 the example.reporter-extension.sql script, which will create
821 the new view in the database.
823 ===== Hold/Copy Ratio Report Source Changes =====
825 This standardizes how the existing Hold/Copy Ratio reports sources count holdable copies; notably, metarecord copies are no longer counted in these report sources and all sources now use action.hold_copy_map.
827 Any reports using these sources will need to be rewritten.
829 A new source that breaks out counts by patron home library was also added, named Hold/Copy Ratio per Bib and Home Library.
832 ===== Add Dewey Call Number Blocks and Ranges to Reports =====
834 A new view is added to the reporter with links from Call Number that
835 will allow users to display or filter on the Dewey 10's or 100's block
836 or range that a call number falls within. They can be accessed by
837 following the "Dewey Classification" link from Call Number.
839 ===== More Granular Age Divisions for Reports =====
841 Reports now include an option for more detailed age divisions for users
842 based on the entered date of birth. Divisions include:
844 * Child 0-5 Years Old
845 * Child 6-12 Years Old
846 * Teen 13-17 Years Old
847 * Adult 18-25 Years Old
848 * Adult 26-49 Years Old
849 * Adult 50-59 Years Old
850 * Adult 60-69 Years Old
853 This new column is accessible from ILS User -> Demographic Info and the new
854 field is named "Detailed Age Division".
856 === Acknowledgments ===
858 The Evergreen project would like to acknowledge the following
859 organizations that commissioned developments in this release of
863 * Evergreen Community Development Initiative
866 * Westchester Library System
868 We would also like to thank the following individuals who contributed
869 code, translations, documentations, patches, and tests to this release of
873 * Andrea Buntz Neiman
877 * Blake Graham-Henderson
920 We also thank the following organizations whose employees contributed
928 * Equinox Open Library Initiative
929 * Georgia Public Library Service
930 * Greater Clarks Hill Regional Library
931 * Indiana State Library
932 * Kenton County Library
933 * King County Library System
934 * Linn Benton Community College
939 * University of Prince Edward Island
940 * Westchester Library System
942 We regret any omissions. If a contributor has been inadvertently
943 missed, please open a bug at http://bugs.launchpad.net/evergreen/