:toc:
:numbered:
-Upgrade notes
--------------
+Evergreen 3.2.7
+----------------
+
+This release contains bug fixes improving on Evergreen 3.2.6.
+All bug fixes refer to the web staff client unless otherwise specified.
+
+Bug fixes
+~~~~~~~~~
+
+Circulation
+^^^^^^^^^^^
+* Corrects a rounding error that caused fines to exceed the max fines
+amount
+(https://bugs.launchpad.net/evergreen/+bug/1704819[Bug #1704819])
+* Corrects an issue with printing Items Out receipts
+(https://bugs.launchpad.net/evergreen/+bug/1790896[Bug #1790896])
+* SIP Visa payments are now recorded as credit card, rather than cash
+payments
+(https://bugs.launchpad.net/evergreen/+bug/1796942[Bug #1796942])
+* Converting change to patron credit no longer requires staff members
+to refresh the screen to see the new credit
+(https://bugs.launchpad.net/evergreen/+bug/1775639[Bug #1775639])
+* The patron summary now includes tooltips that were available in
+the XUL client
+(https://bugs.launchpad.net/evergreen/+bug/1772206[Bug #1772206])
+* The patron holds grid now includes a SMS Carrier column
+(https://bugs.launchpad.net/evergreen/+bug/1748265[Bug #1748265])
+* When registering a new patron from Pending Patrons, the address
+type dropdown now supports a default value
+(https://bugs.launchpad.net/evergreen/+bug/1816180[Bug #1816180])
+* The Items Out grid now includes a Monograph Parts column
+(https://bugs.launchpad.net/evergreen/+bug/1789257[Bug #1789257])
+* The annotate checkbox on the bill payment screen is now sticky
+(https://bugs.launchpad.net/evergreen/+bug/1759343[Bug #1759343])
+* Group member details grid settings can now be saved
+(https://bugs.launchpad.net/evergreen/+bug/1774707[Bug #1774707])
+* The patron registration date of birth field can now display a
+format example
+(https://bugs.launchpad.net/evergreen/+bug/1819181[Bug #1819181])
+
+Cataloging
+^^^^^^^^^^
+
+* The MARC editor displays a warning when a cataloger attempts to
+close the tab without saving
+(https://bugs.launchpad.net/evergreen/+bug/1538678[Bug #1538678])
+* The MARC editor displays a warning when permissions issues
+prevent a record from saving
+(https://bugs.launchpad.net/evergreen/+bug/1693580[Bug #1693580])
+* The holdings editor saves default values more consistently
+(https://bugs.launchpad.net/evergreen/+bug/1812900[Bug #1812900])
+* The flat-text editor now uses a monospace font
+(https://bugs.launchpad.net/evergreen/+bug/1817601[Bug #1817601])
+* Statistical categories and their entries are now alphabetized in the
+holdings editor (Bugs
+https://bugs.launchpad.net/evergreen/+bug/1744386[Bug #1744386] and
+https://bugs.launchpad.net/evergreen/+bug/1777184[Bug #1777184])
+* The holdings editor now lists monograph parts in reverse alphabetical
+order
+(https://bugs.launchpad.net/evergreen/+bug/1760893[Bug #1760893])
+* Buckets created from the MARC Batch Import process are now available
+in the MARC Batch Edit interface
+(https://bugs.launchpad.net/evergreen/+bug/1440890[Bug #1440890])
+* The record bucket interface only displays the Merge action when
+multiple records are selected
+(https://bugs.launchpad.net/evergreen/+bug/1760599[Bug #1760599])
+* Fixes an issue with the displayed number of items out
+(https://bugs.launchpad.net/evergreen/+bug/1770217[Bug #1770217])
+
+Client
+^^^^^^
+
+* Fixes conflicting dependency information caused be the release of
+Angular 8
+(https://bugs.launchpad.net/evergreen/+bug/1830972[Bug #1830972])
+* Angular grids include several new accessibility features and
+keyboard shortcuts
+(https://bugs.launchpad.net/evergreen/+bug/1816480[Bug #1816480])
+* The menu in the top right corner is now named "Logout and more..."
+(https://bugs.launchpad.net/evergreen/+bug/1796914[Bug #1796914])
+* Several dropdown menus now require less scrolling
+(https://bugs.launchpad.net/evergreen/+bug/1669120[Bug #1669120])
+
+
+Public Catalog
+^^^^^^^^^^^^^^
+
+* Avoids Internal Server Errors on search result page
+(https://bugs.launchpad.net/evergreen/+bug/1155706[Bug #1155706])
+* Double clicking the Place Hold button can no longer result in
+multiple holds
+(https://bugs.launchpad.net/evergreen/+bug/1029601[Bug #1029601])
+
+Reports
+^^^^^^^
+
+* Adds a more user-friendly interface for boolean filters
+(https://bugs.launchpad.net/evergreen/+bug/1642337[Bug #1642337])
+
+System administration
+^^^^^^^^^^^^^^^^^^^^^
+
+* Improves consistency in terminology in the Local Administration
+screen
+(https://bugs.launchpad.net/evergreen/+bug/1776913[Bug #1776913])
+* The Library Settings Editor now displays some example timezones
+for the lib.timezone setting
+(https://bugs.launchpad.net/evergreen/+bug/1817332[Bug #1817332])
+
+Automated tests
+^^^^^^^^^^^^^^^
+* Fixes an automated test related to translations and internationalization
+(https://bugs.launchpad.net/evergreen/+bug/1768987[Bug #1768987])
+
+Database
+^^^^^^^^
+
+* Adds some foreign key functions that may be missing from your database
+(https://bugs.launchpad.net/evergreen/+bug/1772028[Bug #1772028])
+
+
+Acknowledgments
+~~~~~~~~~~~~~~~
+We would like to thank the following individuals who contributed code,
+testing and documentation patches to the 3.2.7 point release of
+Evergreen:
+
+* John Amundson
+* a. bellenir
+* Jason Boyer
+* Galen Charlton
+* Garry Collum
+* Dawn Dale
+* Jeff Davis
+* Bill Erickson
+* Jason Etheridge
+* Lynn Floyd
+* Jeff Godin
+* Rogan Hamby
+* Kyle Huckins
+* Sam Link
+* Terran McCanna
+* Michele Morgan
+* Bill Ott
+* Suzanne Paterno
+* Dan Pearl
+* Mike Risher
+* Geoff Sams
+* Janet Schrader
+* Remington Steed
+* Jason Stephenson
+* Josh Stompro
+* Cesar Velez
+* Dan Wells
+
+Evergreen 3.2.6
+---------------
+
+This release contains bug fixes improving on Evergreen 3.2.5.
+All bug fixes refer to the web staff client unless otherwise specified.
+
+Bug fixes
+~~~~~~~~~
+
+General
+^^^^^^^
-TODO
+* Fixes a compatibility problem with the Item Status screen related to
+ JavaScript arrow functions
+ (https://bugs.launchpad.net/evergreen/+bug/1821196[Bug #1821196])
-New Features
-------------
+Booking
+^^^^^^^
+* Fixes a bug in the Booking URL path that failed with newer Apache
+ (https://bugs.launchpad.net/evergreen/+bug/1823387[Bug #1823387])
+
+Circulation
+^^^^^^^^^^^
+
+* Fixes a display bug with the patron record Group Members list
+ (https://bugs.launchpad.net/evergreen/+bug/1642036[Bug #1642036])
+* Fixes title sort on the patron Items Out Screen
+ (https://bugs.launchpad.net/evergreen/+bug/1782014[Bug #1782014])
+* Fixes a refresh bug on the catalog record Holds View tab when moving between
+ records (https://bugs.launchpad.net/evergreen/+bug/1792188[Bug #1792188])
+* Fixes the ability to place holds from item buckets
+ (https://bugs.launchpad.net/evergreen/+bug/1806394[Bug #1806394])
+
+Cataloging
+^^^^^^^^^^
+
+* Fixes a bug where copy templates would not apply properly
+ (https://bugs.launchpad.net/evergreen/+bug/1788680[Bug #1788680])
+* Fixes the default cursor focus on the holdings editor
+ (https://bugs.launchpad.net/evergreen/+bug/1752968[Bug #1752968])
+* Fixes a bug that failed to honor the "Retain empty bib records"
+ (cat.bib.keep_on_empty) setting when transferring items
+ (https://bugs.launchpad.net/evergreen/+bug/1333893[Bug #1333893])
+* Fixes a bug that failed to include deleted bib records in TCN search
+ (https://bugs.launchpad.net/evergreen/+bug/1813633[Bug #1813633])
+
+System administration
+^^^^^^^^^^^^^^^^^^^^^
+
+* Added database indexes to speed up purging of Action Trigger event output
+ fields (https://bugs.launchpad.net/evergreen/+bug/1778940[Bug #1778940])
+* Fixes the help text in action_trigger_aggregator.pl related to the remote-acct
+ argument (https://bugs.launchpad.net/evergreen/+bug/1803729[Bug #1803729])
+* Adds a missing page title for the Closed Dates Editor
+ (https://bugs.launchpad.net/evergreen/+bug/1814943[Bug #1814943])
+* Adds a missing page title for the Statistical Popularity Badges admin page
+ (https://bugs.launchpad.net/evergreen/+bug/1826890[Bug #1826890])
+Acknowledgments
+~~~~~~~~~~~~~~~
+We would like to thank the following individuals who contributed code,
+testing and documentation patches to the 3.2.6 point release of
+Evergreen:
+
+* John Amundson
+* Jason Boyer
+* Galen Charlton
+* Garry Collum
+* Jeff Davis
+* Bill Erickson
+* Blake Graham-Henderson
+* Rogan Hamby
+* Millissa Macomber
+* Terran McCanna
+* Mike Rylander
+* Jane Sandberg
+* Janet Schrader
+* Remington Steed
+* Jason Stephenson
+* Josh Stompro
+* Dan Wells
+* Beth Willis
+* John Yorio
+
+
+Evergreen 3.2.5
+---------------
+
+This release contains bug fixes improving on Evergreen 3.2.4.
+All bug fixes refer to the web staff client unless otherwise specified.
+
+Bug fixes
+~~~~~~~~~
+
+General
+^^^^^^^
+
+* Improves the web client splash screen by linking the images along with their links
+ (https://bugs.launchpad.net/evergreen/+bug/1802662[Bug #1802662])
+
+Circulation
+^^^^^^^^^^^
+
+* Allows the Title Hold screen to remember previously selected pickup library
+ (https://bugs.launchpad.net/evergreen/+bug/1665534[Bug #1665534])
+* Sorting improvements for printing the Holds Pull List
+ (https://bugs.launchpad.net/evergreen/+bug/1749502[Bug #1749502])
+* Better display for non-catalogued checkouts in the offline checkout preview
+ pane (https://bugs.launchpad.net/evergreen/+bug/1818576[Bug #1818576])
+
+Cataloging
+^^^^^^^^^^
+
+* Fixes a bug that changed subfield order in bib record after editing a linked
+ authority (https://bugs.launchpad.net/evergreen/+bug/712490[Bug #712490])
+* Allows opening multiple selected items in Item Status screen from the Holdings
+ View (https://bugs.launchpad.net/evergreen/+bug/1734775[Bug #1734775])
+* Adds missing "Deleted?" column choice to Record Buckets
+ (https://bugs.launchpad.net/evergreen/+bug/1746360[Bug #1746360])
+* Fixes the batch Call Number label field on the Call Number editor to populate
+ from the MARC record (https://bugs.launchpad.net/evergreen/+bug/1793196[Bug
+ #1793196])
+* Fixes a bug to allow editing the call number label for some but not all
+ attached items (https://bugs.launchpad.net/evergreen/+bug/1794588[Bug
+ #1794588])
+* Fixes the sort order of Parts on the Holdings View
+ (https://bugs.launchpad.net/evergreen/+bug/1800178[Bug #1800178])
+* Adds missing action "Find Originating Acquisition" to Cataloging actions menu
+ (https://bugs.launchpad.net/evergreen/+bug/1705497[Bug #1705497])
+* Keeps the Item Status screen updated after editing items
+ (https://bugs.launchpad.net/evergreen/+bug/1721109[Bug #1721109])
+* Fixes a bug with the "checked" state of the Item note "Public Note" checkbox
+ (https://bugs.launchpad.net/evergreen/+bug/1778571[Bug #1778571])
+* Fixes a bug with Item Alert counts in the Holdings view
+ (https://bugs.launchpad.net/evergreen/+bug/1798628[Bug #1798628])
+* Improved display when merging bib records from a bucket (side by side, with
+ optional holdings) (https://bugs.launchpad.net/evergreen/+bug/1739293[Bug
+ #1739293])
+* Fixes issues where edits to MARC records would fail to save during merge
+ (https://bugs.launchpad.net/evergreen/+bug/1776736[Bug #1776736])
+
+System administration
+^^^^^^^^^^^^^^^^^^^^^
+
+* Web client (websocket) logins are now properly tracked as user activity
+ (https://bugs.launchpad.net/evergreen/+bug/1818153[Bug #1818153])
+* Fixes some log warnings related to Holds Depth
+ (https://bugs.launchpad.net/evergreen/+bug/1667497[Bug #1667497])
+* Fixes a bug in the fine generator related to Bookings
+ (https://bugs.launchpad.net/evergreen/+bug/1819796[Bug #1819796])
+* Fixes the Group Penalty Threshold link under the Local Administration menu
+ (https://bugs.launchpad.net/evergreen/+bug/1812389[Bug #1812389])
+* Fixes a typo in seed data and all related PO files for translation
+ (https://bugs.launchpad.net/evergreen/+bug/1759238[Bug #1759238])
+* Fixes an error in the sitemap_generator script when using the shortname
+ parameter (https://bugs.launchpad.net/evergreen/+bug/1808006[Bug #1808006])
+
+
+Acknowledgments
+~~~~~~~~~~~~~~~
+We would like to thank the following individuals who contributed code,
+testing and documentation patches to the 3.2.5 point release of
+Evergreen:
+
+* John Amundson
+* Jason Boyer
+* Adam Bowling
+* Steven Callender
+* Galen Charlton
+* Garry Collum
+* Bill Erickson
+* Jason Etheridge
+* Rogan Hamby
+* Elaine Hardy
+* Kyle Huckins
+* Sam Link
+* Tiffany Little
+* Terran McCanna
+* Michele Morgan
+* Geoff Sams
+* Jane Sandberg
+* Janet Schrader
+* Chris Sharp
+* Ben Shum
+* Remington Steed
+* Jason Stephenson
+* Josh Stompro
+* Dan Wells
+
+
+Evergreen 3.2.4
+---------------
+
+This release contains bug fixes improving on Evergreen 3.2.3.
+All bug fixes refer to the web staff client unless otherwise specified.
+
+Bug fixes
+~~~~~~~~~
+
+Accessibility
+^^^^^^^^^^^^^
+
+* Adds appropriate alt text to the Evergreen splash page (https://bugs.launchpad.net/evergreen/+bug/1802594[Bug #1802594])
+* The public catalog search box now only autofocuses when searching is the main purpose of the page (https://bugs.launchpad.net/evergreen/+bug/1796225[Bug #1796225])
+
Acquisitions
-~~~~~~~~~~~~
+^^^^^^^^^^^^
+* Fixes an issue that prevented purchase orders to not open in a new tab (https://bugs.launchpad.net/evergreen/+bug/1813290[Bug #1813290])
+Circulation
+^^^^^^^^^^^
-Auto-Cancel Lineitems When All Copies Are Canceled
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-When a copy (lineitem detail) is canceled through the Acquisitions interface,
-the parent lineitem is also canceled if all copies for that lineitem are also
-canceled. The cancel reason given will come from:
+* The Billing History grids now save their configuration in the database (https://bugs.launchpad.net/evergreen/+bug/1806709[Bug #1806709])
+
+Cataloging
+^^^^^^^^^^
+
+* Catalogers can now set the Bib Source in the Z39.50 Overlay and Import interfaces (https://bugs.launchpad.net/evergreen/+bug/1727345[Bug #1727345])
+* Fixes an issue where publishers display in the publication date column in copy buckets (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
+* Electronic reources no longer display a call number called _##URI##_ in the Volume Editor (https://bugs.launchpad.net/evergreen/+bug/1752665[Bug #1752665])
+* Spine/pocket label templates can now include circulation library and owning library (https://bugs.launchpad.net/evergreen/+bug/1726568[Bug #1726568])
+
+
+Reports
+^^^^^^^
+
+* Fixes an issue where external documentation links can open in the reports module (https://bugs.launchpad.net/evergreen/+bug/1784893[Bug #1784893])
+* Fixes an issue where publishers display as a publication date in reports (https://bugs.launchpad.net/evergreen/+bug/1812698[Bug #1812698])
+
+Search
+^^^^^^
+
+* Staff users can now set their prefered default Advanced Search pane (https://bugs.launchpad.net/evergreen/+bug/1799963[Bug #1799963])
+* The public catalog search box now only autofocuses when searching is the main purpose of the page (https://bugs.launchpad.net/evergreen/+bug/1796225[Bug #1796225])
+
+System administration
+^^^^^^^^^^^^^^^^^^^^^
+
+* The _DELETE_COPY_ALERT_ permission no longer needs to be granted on the consortium level (https://bugs.launchpad.net/evergreen/+bug/1783421[Bug #1783421])
+
+Angular client
+^^^^^^^^^^^^^^
+
+* The angular client now uses Angular 7 (https://bugs.launchpad.net/evergreen/+bug/1801984[Bug #1801984])
+* The angular client grid actions can now be disabled depending on the criteria of which rows are selected (https://bugs.launchpad.net/evergreen/+bug/1808268[Bug #1808268])
+* Angular client pages now display their own titles in the browser tab, rather than _AngEG_ (https://bugs.launchpad.net/evergreen/+bug/1813647[Bug #1813647])
+
+
+Acknowledgments
+~~~~~~~~~~~~~~~
+We would like to thank the following individuals who contributed code,
+tests and documentation patches to the 3.2.4 point release of
+Evergreen:
+
+* John Amundson
+* Jason Boyer
+* Galen Charlton
+* Jeff Davis
+* James Fournie
+* Angela Kilsdonk
+* Sam Link
+* Tiffany Little
+* Terran McCanna
+* Michele Morgan
+* Mike Rylander
+* Jane Sandberg
+* Chris Sharp
+* Jason Stephenson
+* Ben Shum
+* Cesar Velez
+* Dan Wells
+
+Evergreen 3.2.3
+----------------
+This release contains bug fixes improving on Evergreen 3.2.3.
+All bug fixes refer to the staff client unless otherwise specified.
+
+Bug fixes
+~~~~~~~~~
+
+General
+^^^^^^^
+
+* Hatch is now deprecated for local data storage. Hatch is
+still recommended for printing in certain situations.
+
+Acquisitions
+^^^^^^^^^^^^
+
+* The new `edi_order_pusher.pl` now only pushes purchase orders
+with a state of "on-order", to prevent older purchase orders
+from being unintentionally pushed to vendors.
+
+Cataloging
+^^^^^^^^^^
+
+* The Z39.50 and record bucket interfaces now open relevant
+catalog records in new tabs.
+* Fixes a bug that prevented batch importing authority records.
+* The template dropdown in the holdings editor now provides more
+space to accommodate longer template names.
+* The drop-down of copy tag types in the Manage Copy Tags dialog
+now includes the owning library of the copy tag type.
+
+Circulation
+^^^^^^^^^^^
+
+* Fixes an issue with recalling checked-out materials.
+* Added several missing columns to the patron bills grid.
+* Corrected the display of the Bill Type column in the patron bills grid.
+* Clarified the names of the "Billing Location" and "Grocery Billing
+Location" columns in the patron bills grid.
+* The Bill Full Details grid now includes a billing location column
+for both circulation and grocery bills, as well as the owning library for
+circulation bills.
+* The Billing History transactions grid now remembers any changes that
+users make to the column settings.
+* Fixes an issue with printing multiple copies of bills.
+* Fixes an issue with saving self-registered patron accounts.
+* Staff can now delete self-registered patron accounts.
+
+System administration
+^^^^^^^^^^^^^^^^^^^^^
+
+* Fixes the marc_stream_importer to be compatible with Vandelay session
+tracking.
+* Includes an accessibility improvement for the Acquisitions
+Administration interfaces.
+
+
+Acknowledgments
+~~~~~~~~~~~~~~~
+We would like to thank the following individuals who contributed code,
+tests and documentation patches to the 3.2.3 point release of
+Evergreen:
+
+* John Amundson
+* Jason Boyer
+* Andrea Buntz Neiman
+* Jeff Davis
+* Bill Erickson
+* Kyle Huckins
+* Angela Kilsdonk
+* Katie G. Martin
+* Terran McCanna
+* Mike Rylander
+* Jane Sandberg
+* Janet Schrader
+* Chris Sharp
+* Remington Steed
+* Jason Stephenson
+* Cesar Velez
+
+
+Evergreen 3.2.2
+----------------
+This release contains bug fixes improving on Evergreen 3.2.1.
+All bug fixes refer to the web staff client unless otherwise specified.
+
+Bug fixes
+~~~~~~~~~
+
+General
+^^^^^^^
+
+* Fixes a bug that blocked logging in from mobile browsers
+* Fixes a readability issue with mobile menus
+* Fixes performance issue related to grid tooltips.
+* Fixes an issue that caused some grid columns to appear
+empty.
+
+Cataloging
+^^^^^^^^^^
+
+* Improves the functionality of setting a default tab of a bib record
+* The web client now remembers the most recently selected copy template
+* Adds help tips to Print Item Labels Settings tab
+* If you add or edit copies and/or volumes from the Holdings View tab,
+the view now automatically refreshes to show your changes.
+* Provides an upgrade to MODS 3.3 for older Evergreen installations.
+* Improves usability of Z39.50 MARC View.
+
+
+Circulation
+^^^^^^^^^^^
+
+* Fixes a daylight savings time-related circulation bug.
+* Fixes a bug that caused deleted items to show up on the holds shelf.
+* Staff can now place multiple email addresses into the patron registration/
+edit form, depending on the value of the `ui.patron.edit.au.email.regex`
+library setting.
+* Fixes an issue with the offline circulation module.
+* When merging two users, the non-lead account is now completely purged from
+the database, rather than simply being marked as deleted.
+* Fixes a bug which prevented the canceling of holds from the title
+record.
+
+Public catalog
+^^^^^^^^^^^^^^
-1. The cancel reason for the just-canceled copy if it's a Keep Debits true
- cancel reason.
-2. The cancel reason from any other copy on the lineitem that has a Keep
- Debits true cancel reason.
-3. The cancel reason for the just-canceled copy if no copies have a Keep
- Debits true cancel reason.
-
+* Removes incorrect copy counts from metarecord search results pages
+* Electronic resources now display in the browse interfaces
+* Restores ability to request password resets
+System administration
+^^^^^^^^^^^^^^^^^^^^^
+* The example Apache 2.4 configuration now enables remoteip.
+* Improves syntax in the fm_idl file.
+
+
+Acknowledgements
+~~~~~~~~~~~~~~~~
+We would like to thank the following individuals who contributed code,
+tests and documentation patches to the 3.2.2 point release of
+Evergreen:
+
+* Jason Boyer
+* Galen Charlton
+* Garry Collum
+* Bill Erickson
+* Rogan Hamby
+* Rosie Le Faive
+* Jeanette Lundgren
+* Kathy Lussier
+* Michele Morgan
+* Mike Rylander
+* Jane Sandberg
+* Janet Schrader
+* Chris Sharp
+* Ben Shum
+* Remington Steed
+* Jason Stephenson
+* Cesar Velez
+* Dan Wells
+
+Evergreen 3.2.1
+----------------
+This release contains bug fixes improving on Evergreen 3.2.0.
+
+Bug fixes
+~~~~~~~~~
+
+* Adds several columns to the items out grid.
+* Adds the ability to copy patron addresses to the clipboard.
+* Fixes several issues with adding new items and call numbers.
+* Adds links to catalog records from the query and pending tabs of the Record Buckets interface.
+* Corrects the date format used in several bucket interfaces.
+* Adds a loading spinner to interfaces that are embedded in the web staff client via iframe
+(such as the catalog).
+* The new Angular 6 interfaces now use the correct favicon.
+
+Acknowledgements
+~~~~~~~~~~~~~~~~
+We would like to thank the following individuals who contributed code,
+tests and documentation patches to the 3.2.1 point release of
+Evergreen:
+
+* John Amundson
+* a. bellenir
+* Jason Boyer
+* Galen Charlton
+* Garry Collum
+* Dawn Dale
+* Bill Erickson
+* Kathy Lussier
+* Mike Rylander
+* Jane Sandberg
+* Jason Stephenson
+* Cesar Velez
+* Dan Wells
+
+
+3.2.0 Upgrade notes
+-------------------
+
+Disabling of Legacy XUL Staff Client
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+The legacy XUL staff client is no longer supported in Evergreen
+3.2.x and the server-side installation no longer supports a
+direct connection by a version XUL client by default. *All
+users of Evergreen 3.2.x are strongly urged to complete their
+switch to the web staff client as part of upgrading to 3.2.x.*
+
+Evergreen administrators who for some reason continue to wish
+to deploy the XUL staff client can do so at their risk by
+supplying `STAFF_CLIENT_STAMP_ID` during the `make install` step
+and using `make_release` to create installers for the staff client.
+However, no community support will be provided for the XUL client.
+
+
+
+Acq Invoice Reports
+~~~~~~~~~~~~~~~~~~~
+
+Existing Acquisitions report templates that reference the invoice 'complete'
+field should be modified to check whether the new close_date field is NOT NULL
+instead.
+
+At deploy time, all invoices with a 'complete' value of TRUE will have their
+'close_date' field set to NOW. A value is required, since this field is
+now the source of whether an invoice is open or closed.
+
+However, no values will be applied to the closed_by field for already closed
+invoices.
+
+
+Angular6 Base Application
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+System Admin Upgrade Notes
+^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+Like the AngularJS application, Evergreen releases will come with all
+web browser staff client code pre-compiled. Admins only need to add an
+Apache configuration change.
+
+Add the following stanza to /etc/apache2/eg_vhost.conf.
+
+[source,conf]
+--------------------------------------------------------------------------
+RewriteCond %{REQUEST_URI} ^/eg2/
+RewriteCond %{REQUEST_URI} !^/eg2/([a-z]{2}-[A-Z]{2})/
+RewriteRule ^/eg2/(.*) https://%{HTTP_HOST}/eg2/en-US/$1 [R=307,L]
+
+<Directory "/openils/var/web/eg2/en-US">
+ FallbackResource /eg2/en-US/index.html
+</Directory>
+--------------------------------------------------------------------------
+
+For multi-locale sites, see the bottom section of
+Open-ILS/examples/apache[_24]/eg_vhost.conf.in for a sample fr-CA
+configuration. The section starts with "/eg2/ client setup and locale
+configuration"
+
+Developer Upgrade Notes
+^^^^^^^^^^^^^^^^^^^^^^^
+
+Developers building Angular code on existing installations need to update
+their version of NodeJS by re-running the -developer prereqs installer.
+
+[source,sh]
+--------------------------------------------------------------------------
+sudo make -f Open-ILS/src/extras/Makefile.install <osname>-developer
+--------------------------------------------------------------------------
+
+
+Asynchronous Vandelay Imports
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Users of NGINX as a reverse proxy may need to set a suitable
+`client_max_body_size` value in the NGINX configuration so that large
+MARC record uploads are not truncated. Note that this would have
+always been necessary, but since this feature allows larger files
+to be more reliably queued and imported, the need to set `client_max_body_size`
+became more apparent.
+
+
+Browser Client Settings & Preferences Stored on the Server
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+A new permission APPLY_WORKSTATION_SETTING has been added to control who
+may apply values to workstation settings. Use something like the following
+to apply the permission to all staff accounts (mileage may vary):
+
+[source,sh]
+--------------------------------------------------------------------------
+INSERT INTO permission.grp_perm_map (grp, perm, depth)
+VALUES (
+ (SELECT id FROM permission.grp_tree WHERE name = 'Staff'), -- name may vary
+ (SELECT id FROM permission.perm_list WHERE code =
+'APPLY_WORKSTATION_SETTING'),
+ 0 -- or 1, 2, etc.
+);
+--------------------------------------------------------------------------
+
+Workstation setting types matching values previously stored in the browser
+(via localStorage or Hatch) are created as part of this feature. During
+upgrade, admins should consider whether any of these new setting types
+should be transferred to user and/or org unit settings instead. Setting
+type changes can be made at any time, but when a setting type is deleted
+all of its data is deleted, so a change in type means re-applying the
+settings in the browser client.
+
+Values stored in the browser will automatically migrate to server settings
+as each setting is accessed in the browser client. Once migrated, the
+in-browser copies are deleted.
+
+If a setting type does not exist where the browser expects one, the
+value is stored in-browser instead and a warning is issued in the console.
+
+
+
+
+3.2.0 New Features
+------------------
+
+
+Acquisitions
+~~~~~~~~~~~~
+
+Auto-Cancel Line items When All Copies Are Canceled
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+When a copy (line item detail) is canceled through the Acquisitions interface,
+the parent line item is also canceled if all copies for that line item are also
+canceled. The cancel reason given will come from:
+
+. The cancel reason for the just-canceled copy if it's a Keep Debits true
+cancel reason.
+. The cancel reason from any other copy on the lineitem that has a Keep
+Debits true cancel reason.
+. The cancel reason for the just-canceled copy if no copies have a Keep
+Debits true cancel reason.
Invoice Closed Date and Closed By Fields
-
-
-
Patron Acquisitions Requests
^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The existing interface for staff-mediated patron acquisition requests has been replaced in the web staff client with a re-implementation written in AngularJS, with some minor bug fixes (including access from the Patron interface) and other improvements.
+
+Administration
+~~~~~~~~~~~~~~
+
+Hold Targeter Script has been Replaced
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+The original hold_targeter.pl script has been renamed to
+"hold_targeter_legacy.pl", and the new-style hold targeting
+script has been renamed to "hold_targeter.pl". Administrators
+will want to change their crontab files to reflect this.
+
+.Previous Syntax
+[source,bash]
+---------------------------------------------------------------------
+-*/15 * * * * . ~/.bashrc && $EG_BIN_DIR/hold_targeter.pl $SRF_CORE
+---------------------------------------------------------------------
+
+.New Syntax
+[source,bash]
+-----------------------------------------------------------------------------------
+-*/15 * * * * . ~/.bashrc && $EG_BIN_DIR/hold_targeter.pl --osrf-config
+$SRF_CORE
+-----------------------------------------------------------------------------------
+
+The sample crontab file at `Open-ILS/examples/crontab.example` reflects
+this change.
+
+
+
Architecture
~~~~~~~~~~~~
migrating to a new version of Angular. The structure of the new code
is quite different from the AngularJS code and it runs as a separate
application which communicates with the AngularJS app via shared storage
-and in-page URLs that link back and fort between the two.
+and in-page URLs that link back and forth between the two.
For this release, users will only be directed to the new Angular site
when navigating to Administration => Acquisitions Administration. Once
--------------------------------------------------------------------------
-
-
-
Cataloging
~~~~~~~~~~
-
-
Add UPC to z39.50 search for OCLC and LOC
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Add UPC as a search attribute for both OCLC and LOC targets in
z39.50 for cataloging.
-
-
Asynchronous Vandelay Imports
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-
Parallel Ingest with pingest.pl
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-A program named pingest.pl is now installed to allow faster record
+A program named pingest.pl is now installed to allow faster bibliographic record
ingest. It performs ingest in parallel so that multiple batches can
be done simultaneously. It operates by splitting the records to be
ingested up into batches and running all of the ingest methods on each
-
-
View Authority Record by Database ID
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-
Circulation
~~~~~~~~~~~
Emergency Closing Handler
^^^^^^^^^^^^^^^^^^^^^^^^
-Staff are provided with interfaces and mechanisms to create library closings that, in addition to affecting future circulation and booking due dates, and hold shelf expirations, will automatically move existing circulation and booking due dates and hold shelf expiration times. This new functionality is conceptually described as Emergency Closings and business logic implementing it as the Emergency Closing Handler. It contains additions and adjustments to the user interface, business logic, and database layers. Access to this functionality is available through the Closed Dates Editor interface in the staff client which has been ported to AngularJS.
+Staff are provided with interfaces and mechanisms to create library closings
+that, in addition to affecting future circulation and booking due dates, and
+hold shelf expirations, will automatically move existing circulation and booking
+due dates and hold shelf expiration times. This new functionality is
+conceptually described as Emergency Closings and business logic implementing it
+as the Emergency Closing Handler. It contains additions and adjustments to the
+user interface, business logic, and database layers. Access to this
+functionality is available through the Closed Dates Editor interface in the
+staff client which has been ported to AngularJS.
Overview
++++++++
-This development has created new business logic code to inspect, in real time, existing circulation, booking, and hold records, and modify such date and time stamps so that the circulation, booking, or hold will end in the same state it would have if the closing had existed at the time the circulation or booking occurred, or the hold was placed and captured. Of specific note, hourly loans will have their due date adjusted to be the end of the day following the closing.
+This development has created new business logic code to inspect, in real time,
+existing circulation, booking, and hold records, and modify such date and time
+stamps so that the circulation, booking, or hold will end in the same state it
+would have if the closing had existed at the time the circulation or booking
+occurred, or the hold was placed and captured. Of specific note, hourly loans
+will have their due date adjusted to be the end of the day following the
+closing.
-When the Emergency Closing is saved, any fines accrued during the closing may be voided, as settings dictate, with the exception of circulations that have been marked as LOST or LONG OVERDUE. That is, even for LOST and LONG OVERDUE circulations with due dates that fall within the Emergency Closing, no fine adjustment will be applied. Emergency Closing processing is permanent, and cannot be rolled back.
+When the Emergency Closing is saved, any fines accrued during the closing may be
+voided, as settings dictate, with the exception of circulations that have been
+marked as LOST or LONG OVERDUE. That is, even for LOST and LONG OVERDUE
+circulations with due dates that fall within the Emergency Closing, no fine
+adjustment will be applied. Emergency Closing processing is permanent, and
+cannot be rolled back.
-This functionality is explicitly initiated by staff action. If staff do not request an Emergency Closing, existing circulations, bookings, and holds will not be processed and adjusted. However, if staff request any Closing that starts nearer in time than the length of the longest circulation duration configured for use in the Evergreen instance they will be prompted with the option to create the closing as an Emergency Closing.
+This functionality is explicitly initiated by staff action. If staff do not
+request an Emergency Closing, existing circulations, bookings, and holds will
+not be processed and adjusted. However, if staff request any Closing that starts
+nearer in time than the length of the longest circulation duration configured
+for use in the Evergreen instance they will be prompted with the option to
+create the closing as an Emergency Closing.
-Action/Trigger hooks have been created for circulations and bookings that are adjusted by the Emergency Closing Handler. These will facilitate the creation of notifications to patrons that the due date has changed and to alert them to potential changes in accrued fines.
+Action/Trigger hooks have been created for circulations and bookings that are
+adjusted by the Emergency Closing Handler. These will facilitate the creation of
+notifications to patrons that the due date has changed and to alert them to
+potential changes in accrued fines.
-Booking start dates are explicitly ignored in this implementation. Because an Emergency Closing is, by its nature, an unexpected event, it will be up to staff to address any bookings which intersect with a new Emergency Closings. Reports can be used to identify booking start dates that overlap with a closing and that may require staff intervention.
+Booking start dates are explicitly ignored in this implementation. Because an
+Emergency Closing is, by its nature, an unexpected event, it will be up to staff
+to address any bookings which intersect with a new Emergency Closings. Reports
+can be used to identify booking start dates that overlap with a closing and that
+may require staff intervention.
-Staff requsting and Emergency Closing must have the new EMERGENCY_CLOSING permission.
-Some text describing the feature.
+Staff requesting and Emergency Closing must have the new EMERGENCY_CLOSING
+permission. Some text describing the feature.
Browser Client Settings & Preferences Stored on the Server
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-Browser cilent settings and preferences that should persist over time are
+Browser client settings and preferences that should persist over time are
now stored as settings on the server. This allows settings to follow
users and workstations and reduces problems associated with losing settings
as a result of clearing browser data.
* No setting can be both a user and workstation setting. They are mutually
exclusive.
* Any setting can be an org unit setting in addition to being a user or
- workstaion setting.
+ workstation setting.
Read-Only Settings
++++++++++++++++++
value is stored in-browser instead and a warning is issued in the console.
+More consistent terminology in the client
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+Terminology has been updated in the staff client so that we consistently use
+the same name to describe the same thing. The following updates have been made:
+
+ * The term 'item' is now consistently used to describe the barcoded entity
+that had been previously been called both an 'item' and a 'copy'. As a result,
+we now use the terms 'item buckets', 'item tags', and 'item alerts'.
+ * The term 'volume' is no longer used in the client, with the exception of
+serials, where the term is used to describe serial volumes. The term 'call
+number' will replace volume in most other places.
+ * 'Holdings' is a more general term used to describe a combination of items
+and call numbers.
+ * The term 'Shelving Location' is used consistently in favor of 'Copy
+Location.'
++++++++++++++++++++++
* The checkboxes do not display on the metarecord results page, as
metarecords currently cannot be put into carts or lists.
-* The checkboxes are displayed only if Javascript is enabled. However,
+* The checkboxes are displayed only if JavaScript is enabled. However,
users can still add items to the cart and perform batch actions on
the cart and on lists.
* A template `config.tt2` setting, `ctx.max_cart_size`, can be used to
Developer notes
+++++++++++++++
-This patch adds the the public catalog two routes that return JSON
+This patch adds to the public catalog two routes that return JSON
rather than HTML:
* `GET /eg/opac/api/mylist/add?record=45`
Specifically, if the context as munged by the context loader contains
a `json_response` key, the contents of that key will to provide a
-JSON reponse. The `json_response_cookie` key, if present, can be used
+JSON response. The `json_response_cookie` key, if present, can be used
to set a cookie as part of the response.
Template Toolkit processing is bypassed entirely when emitting a JSON
-response, so the context loader would be entirely reponsible for
+response, so the context loader would be entirely responsible for
localization of strings in the response meant for direct human
consumption.
New class for searchbar when on the homepage
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-This adds the `.searchbar-home` class to the div that
-contains the searchbar when on the homepage. This allows
-sites to customize the searchbar differently on the
-homepage than in other places the
-search bar appears (for example, offering a large,
-Google-style search bar on the homepage only).
-
-
-
+This adds the `.searchbar-home` class to the div that contains the searchbar
+when on the homepage. This allows sites to customize the searchbar differently
+on the homepage than in other places the search bar appears (for example,
+offering a large, Google-style search bar on the homepage only).
Username Login Hint
organizations that commissioned developments in this release of
Evergreen:
+* BC Libraries Cooperative
+* Consortium Of Ohio Libraries
+* CW MARS
+* Georgia Public Library Service
+* Indiana State Library
+* Lake Agassiz Regrional Library
* MassLNC
* North Texas Library Consortium
+* Northwest Regional Library
+* Pennsylvania Integrated Library System
+* South Carolina State Library
We would also like to thank the following individuals who contributed
code, translations, documentations patches and tests to this release of
Evergreen:
+* Felicia Beaudry
+* Jason Boyer
+* Andrea Buntz Neiman
* Eva Cerninakova
* Galen Charlton
* Garry Collum
* Jeff Davis
* Bill Erickson
* Jason Etheridge
+* Lynn Floyd
* Jeff Godin
* Blake Graham-Henderson
* Francisco J Guel-Mendoza
* Kyle Huckins
+* Mary Jinglewski
+* Angela Kilsdonk
* Kathy Lussier
+* Katie G. Martin
* Jennifer Pringle
+* Morkor Quarshie
* Mike Rylander
* Jane Sandberg
* Chris Sharp
We also thank the following organizations whose employees contributed
patches:
-* British Columbia Libraries Cooperative
+* BC Libraries Cooperative
* Calvin College
* Catalyte
* Equinox Open Library Initiative
+* Government of Manitoba
* Kenton County Public Library
* King County Library System
* Linn-Benton Community College
projects / evergreen-equinox.git / blobdiff