1 Evergreen 3.3 Release Notes
2 ===========================
9 This release contains bug fixes improving on Evergreen 3.3.1.
10 All bug fixes refer to the web staff client unless otherwise specified.
17 * Corrects a rounding error that caused fines to exceed the max fines
19 (https://bugs.launchpad.net/evergreen/+bug/1704819[Bug #1704819])
20 * Corrects an issue with printing Items Out receipts
21 (https://bugs.launchpad.net/evergreen/+bug/1790896[Bug #1790896])
22 * SIP Visa payments are now recorded as credit card, rather than cash
24 (https://bugs.launchpad.net/evergreen/+bug/1796942[Bug #1796942])
25 * Converting change to patron credit no longer requires staff members
26 to refresh the screen to see the new credit
27 (https://bugs.launchpad.net/evergreen/+bug/1775639[Bug #1775639])
28 * The patron summary now includes tooltips that were available in
30 (https://bugs.launchpad.net/evergreen/+bug/1772206[Bug #1772206])
31 * The patron holds grid now includes a SMS Carrier column
32 (https://bugs.launchpad.net/evergreen/+bug/1748265[Bug #1748265])
33 * When registering a new patron from Pending Patrons, the address
34 type dropdown now supports a default value
35 (https://bugs.launchpad.net/evergreen/+bug/1816180[Bug #1816180])
36 * The Items Out grid now includes a Monograph Parts column
37 (https://bugs.launchpad.net/evergreen/+bug/1789257[Bug #1789257])
38 * The annotate checkbox on the bill payment screen is now sticky
39 (https://bugs.launchpad.net/evergreen/+bug/1759343[Bug #1759343])
40 * Group member details grid settings can now be saved
41 (https://bugs.launchpad.net/evergreen/+bug/1774707[Bug #1774707])
42 * The patron registration date of birth field can now display a
44 (https://bugs.launchpad.net/evergreen/+bug/1819181[Bug #1819181])
49 * The MARC editor displays a warning when a cataloger attempts to
50 close the tab without saving
51 (https://bugs.launchpad.net/evergreen/+bug/1538678[Bug #1538678])
52 * The MARC editor displays a warning when permissions issues
53 prevent a record from saving
54 (https://bugs.launchpad.net/evergreen/+bug/1693580[Bug #1693580])
55 * The holdings editor saves default values more consistently
56 (https://bugs.launchpad.net/evergreen/+bug/1812900[Bug #1812900])
57 * The flat-text editor now uses a monospace font
58 (https://bugs.launchpad.net/evergreen/+bug/1817601[Bug #1817601])
59 * Statistical categories and their entries are now alphabetized in the
61 https://bugs.launchpad.net/evergreen/+bug/1744386[Bug #1744386] and
62 https://bugs.launchpad.net/evergreen/+bug/1777184[Bug #1777184])
63 * The holdings editor now lists monograph parts in reverse alphabetical
65 (https://bugs.launchpad.net/evergreen/+bug/1760893[Bug #1760893])
66 * Buckets created from the MARC Batch Import process are now available
67 in the MARC Batch Edit interface
68 (https://bugs.launchpad.net/evergreen/+bug/1440890[Bug #1440890])
69 * The record bucket interface only displays the Merge action when
70 multiple records are selected
71 (https://bugs.launchpad.net/evergreen/+bug/1760599[Bug #1760599])
72 * Fixes an issue with the displayed number of items out
73 (https://bugs.launchpad.net/evergreen/+bug/1770217[Bug #1770217])
78 * Fixes conflicting dependency information caused be the release of
80 (https://bugs.launchpad.net/evergreen/+bug/1830972[Bug #1830972])
81 * Angular grids include several new accessibility features and
83 (https://bugs.launchpad.net/evergreen/+bug/1816480[Bug #1816480])
84 * The menu in the top right corner is now named "Logout and more..."
85 (https://bugs.launchpad.net/evergreen/+bug/1796914[Bug #1796914])
86 * Several dropdown menus now require less scrolling
87 (https://bugs.launchpad.net/evergreen/+bug/1669120[Bug #1669120])
93 * Avoids Internal Server Errors on search result page
94 (https://bugs.launchpad.net/evergreen/+bug/1155706[Bug #1155706])
95 * Double clicking the Place Hold button can no longer result in
97 (https://bugs.launchpad.net/evergreen/+bug/1029601[Bug #1029601])
102 * Adds a more user-friendly interface for boolean filters
103 (https://bugs.launchpad.net/evergreen/+bug/1642337[Bug #1642337])
105 System administration
106 ^^^^^^^^^^^^^^^^^^^^^
108 * Improves consistency in terminology in the Local Administration
110 (https://bugs.launchpad.net/evergreen/+bug/1776913[Bug #1776913])
111 * The Library Settings Editor now displays some example timezones
112 for the lib.timezone setting
113 (https://bugs.launchpad.net/evergreen/+bug/1817332[Bug #1817332])
117 * Fixes an automated test related to translations and internationalization
118 (https://bugs.launchpad.net/evergreen/+bug/1768987[Bug #1768987])
123 * Adds some foreign key functions that may be missing from your database
124 (https://bugs.launchpad.net/evergreen/+bug/1772028[Bug #1772028])
129 We would like to thank the following individuals who contributed code,
130 testing and documentation patches to the 3.3.2 point release of
165 This release contains bug fixes improving on Evergreen 3.3.0.
173 * Fixes a compatibility problem with the Item Status screen related to
174 JavaScript arrow functions
175 (https://bugs.launchpad.net/evergreen/+bug/1821196[Bug #1821196])
180 * Fixes a bug in the Booking URL path that failed with newer Apache
181 (https://bugs.launchpad.net/evergreen/+bug/1823387[Bug #1823387])
186 * Fixes a display bug with the patron record Group Members list
187 (https://bugs.launchpad.net/evergreen/+bug/1642036[Bug #1642036])
188 * Fixes title sort on the patron Items Out Screen
189 (https://bugs.launchpad.net/evergreen/+bug/1782014[Bug #1782014])
190 * Fixes a refresh bug on the catalog record Holds View tab when moving between
191 records (https://bugs.launchpad.net/evergreen/+bug/1792188[Bug #1792188])
192 * Fixes the ability to place holds from item buckets
193 (https://bugs.launchpad.net/evergreen/+bug/1806394[Bug #1806394])
198 * Fixes a bug where copy templates would not apply properly
199 (https://bugs.launchpad.net/evergreen/+bug/1788680[Bug #1788680])
200 * Fixes the default cursor focus on the holdings editor
201 (https://bugs.launchpad.net/evergreen/+bug/1752968[Bug #1752968])
202 * Fixes a bug with Postgres 10 support related to MARC Batch Import/Export
203 (https://bugs.launchpad.net/evergreen/+bug/1820339[Bug #1820339])
204 * Fixes a bug in the new MARC Import/Export related to Record Match Set
205 expressions (https://bugs.launchpad.net/evergreen/+bug/1823982[Bug #1823982])
206 * Fixes a bug that failed to honor the "Retain empty bib records"
207 (cat.bib.keep_on_empty) setting when transferring items
208 (https://bugs.launchpad.net/evergreen/+bug/1333893[Bug #1333893])
209 * Fixes a bug that failed to include deleted bib records in TCN search
210 (https://bugs.launchpad.net/evergreen/+bug/1813633[Bug #1813633])
212 System administration
213 ^^^^^^^^^^^^^^^^^^^^^
215 * Added database indexes to speed up purging of Action Trigger event output
216 fields (https://bugs.launchpad.net/evergreen/+bug/1778940[Bug #1778940])
217 * Fixes the help text in action_trigger_aggregator.pl related to the remote-acct
218 argument (https://bugs.launchpad.net/evergreen/+bug/1803729[Bug #1803729])
219 * Adds a missing page title for the Closed Dates Editor
220 (https://bugs.launchpad.net/evergreen/+bug/1814943[Bug #1814943])
221 * Adds a missing page title for the Statistical Popularity Badges admin page
222 (https://bugs.launchpad.net/evergreen/+bug/1826890[Bug #1826890])
223 * Changes the direction of column sort indicators in the new Angular grids
224 (https://bugs.launchpad.net/evergreen/+bug/1825578[Bug #1825578])
225 * Adds Hatch printing support to the new Angular screens
226 (https://bugs.launchpad.net/evergreen/+bug/1793005[Bug #1793005])
231 We would like to thank the following individuals who contributed code,
232 testing and documentation patches to the 3.3.1 point release of
242 * Blake Graham-Henderson
263 Migrating Parent/guardian information
264 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
265 Sites who traditionally store parent/guardian information in the
266 patron 'Secondary Identification' field can migrate values from this
267 field to the new guardian field with the following SQL:
270 -------------------------------------------------------------------------
273 -- 1. Find the local ID of the parent/guardian identification type
275 SELECT * FROM config.identification_type;
277 -- 2. On my test system, the id is "101". It will vary!.
278 -- Migrate the value from the ident2 field to the guardian field.
281 SET guardian = ident_value2
283 ident_type2 = 101 -- !! CHANGE TO SUIT
284 AND ident_value2 IS NOT NULL
285 AND ident_value2 <> '';
287 -- 3. delete the original secondary identification data
290 SET ident_value2 = NULL, ident_type2 = NULL
292 ident_type2 = 101; -- !! CHANGE TO SUIT
295 -------------------------------------------------------------------------
300 Evergreen now supports PostgreSQL 9.6 and 10.
301 If you upgrade your database from a PostgreSQL version of 9.5, or
302 lower, to PostgreSQL versions 9.6 or 10, you will need to recreate 3
303 indexes in additon to the normal database upgrade steps. The index
304 recreation is necessary because of changes to the PostgreSQL
305 `unaccent` extension module.
307 The following snippet of SQL code will do the necessary steps:
310 ------------------------------------------------------------------------
311 DROP INDEX actor_usr_first_given_name_unaccent_idx;
312 DROP INDEX actor_usr_second_given_name_unaccent_idx;
313 DROP INDEX actor_usr_family_name_unaccent_idx;
314 CREATE INDEX actor_usr_first_given_name_unaccent_idx ON actor.usr
315 (evergreen.unaccent_and_squash(first_given_name));
316 CREATE INDEX actor_usr_second_given_name_unaccent_idx ON actor.usr
317 (evergreen.unaccent_and_squash(second_given_name));
318 CREATE INDEX actor_usr_family_name_unaccent_idx ON actor.usr
319 (evergreen.unaccent_and_squash(family_name));
320 ------------------------------------------------------------------------
329 Include Item Status in marc_export Items Export
330 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
331 The marc_export script now includes the item status in the 852 subfield s when exporting items.
333 Ability to Reingest Certain Record Attributes In pingest.pl
334 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
335 An option, `--attr`, has been added to the `pingest.pl` support script
336 that allows the user to specify which record attributes to reingest.
337 It can be used one or more times to specify one or more attributes to
338 ingest. It can be omitted to reingest all record attributes. This
339 option is ignored if the `--skip-attrs` option is used.
341 The `--attr` option is most useful after doing something specific that
342 requires only a partial ingest of records. For instance, if you add a
343 new language to the `config.coded_value_map` table, you will want to
344 reingest the `item_lang` attribute on all of your records. The
345 following command line will do that, and only that, ingest:
348 $ /openils/bin/pingest.pl --skip-browse --skip-search --skip-facets \
349 --skip-display --attr=item_lang
357 Database Support for PostgreSQL 10
358 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
359 The Evergreen database can now be built with PostgreSQL version 10.
361 This update has implications for developers who write PgTap tests. In
362 versions of PostgreSQL prior to 10, one could write `\set ECHO` to
363 disable the echoing of commands as they were run. In PostgreSQL
364 version 10, using `\set` without a value is an error. One should now
365 write `\set ECHO none` in order to disable the echoing of commands.
366 This latter form works in all versions of PostgreSQL currently
367 supported by Evergreen.
371 Ubuntu 18.04 Bionic Beaver
372 ^^^^^^^^^^^^^^^^^^^^^^^^^^
373 Evergreen can now be installed on Ubuntu 18.04 Bionic Beaver. To
374 install the prerequisites, use ubuntu-bionic as the Makefile.install
377 This update also fixes a Perl warning in the HoldNotify module that is
378 an error in the version of Perl (5.26) that is installed on Ubuntu
387 MARC Import/Export Interface Update (Angular Port)
388 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
389 This MARC Import/Export (AKA Vandelay) interface is now built on
390 Angular(7) instead of Dojo. The functionality is consistent with the
391 previous version of the interface, with minor UI adjustments to match
392 the Angular style, plus one new interface called 'Recent Imports'.
396 Users may now save sets of import attributes from the MARC import form as
397 named templates. Users may select a default template, applied on page load
398 by default, and users may delete existing templates.
402 This is a new interface which allows users to see active and recent
403 Vandelay sesssions originating from the same workstation or logged in
404 user account. Active sessions include real-time progress information so
405 the user may track the progress without refreshing the page.
407 This interface makes it possible to exit the main import tab or the
408 Vandelay interface altogether and return at a later time to check on
409 import progress. It also allows users to start multiple imports at
410 the same time and follow the status of each in one interace.
413 Spine Label Sheet Printing
414 ++++++++++++++++++++++++++
416 Catalogers can now print spine labels onto 8 1/2 x 11 inch label sheets.
422 Patron Parent/Guardian Field
423 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
424 Patrons now have a new dedicated parent/guardian field. This field is
425 editable in the patron edit interface, displays in the patron
426 summary side bar on the browser client, and is search-able from the
427 patron search interface in the browser client.
431 In addition to the standard "show" and "suggest" visibility settings,
432 the new guardian field comes with a library setting
433 'ui.patron.edit.guardian_required_for_juv' ("GUI: Juvenile account
434 requires parent/guardian"). When this setting is applied, a value
435 will be required in the patron editor when the juvenile flag is active.
437 Allow Others to Use My Account (Privacy Waiver)
438 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
439 Patrons who wish to authorize other people to use their account may
440 now do so via My Account. In the Search and History Preferences tab
441 under Account Preferences, a new section labeled "Allow others to use
442 my account" allows patrons to enter a name and indicate that the
443 specified person is allowed to place holds, pickup holds, view
444 borrowing history, or check out items on their account. This
445 information is displayed to circulation staff in the patron account
446 summary in the web client. (Staff may also add, edit, and remove
447 entries via the patron editor.)
449 A new library setting, "Allow others to use patron account (privacy
450 waiver)," is used to enable or disable this feature.
457 Server and Booking Administration Moved To Angular
458 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
459 The Administration => Server Administration and
460 Administration => Booking Administration pages have been ported to
461 Angular using the new Angular grids. Entry points from both AngularJS
462 and Angular web clients point to the new interfaces.
464 Option to Enable Experimental Angular Staff Catalog
465 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
466 A new org unit setting labeled 'GUI: Enable Experimental Angular
467 Staff Catalog' (ui.staff.angular_catalog.enabled) has been added, allowing
468 sites to enable a menu option in the browser client for accessing
469 the experimental Angular staff catalog.
471 When set to true, a new entry in the navigation bar appears in the
472 Cataloging menu labled "Staff Catalog (Experimental)".
474 New Features (Since 3.2)
475 ++++++++++++++++++++++++
477 * Copy location filter
478 * Group formats and editions
483 * Record baskets and actions
484 * Record detail tabs/actions point to AngularJS versions where needed.
485 * Record detail View In Catalog button
492 View upcoming booking reservations in the OPAC
493 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
494 A new tab in the My Account section of the OPAC shows
495 patrons information about reservations on their account.
496 Here, patrons can check on upcoming reservations, as
497 well as reservations they currently have checked out.
499 Note: this interface pulls its timezone from the Library
500 Settings Editor. Make sure that you have a timezone
501 listed for your library in the Library Settings Editor
502 before using this feature.
504 Display UPC as Option for Public Catalog Advanced Search
505 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
506 The Numeric Search tab of the public catalog Advanced Search
507 now includes an option to search by UPC (Universal Product Code).
511 3.3.0 Acknowledgments
512 ---------------------
513 The Evergreen project would like to acknowledge the following
514 organizations that commissioned developments in this release of
517 * King County Library System (KCLS)
518 * MassLNC Evergreen Development Initiative
519 * Pennsylvania Integrated Library System (PaILS)
521 We would also like to thank the following individuals who contributed
522 code, translations, documentations patches and tests to this release of
534 * Andrea Buntz Neiman
547 We also thank the following organizations whose employees contributed
550 * BC Libraries Cooperative
553 * Emerald Data Networks
554 * Equinox Open Library Initiative
556 * King County Library System
557 * Linn-Benton Community College
560 We regret any omissions. If a contributor has been inadvertently
561 missed, please open a bug at http://bugs.launchpad.net/evergreen/