Upgrade notes
-------------
+Migrating Parent/guardian information
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+Sites who traditionally store parent/guardian information in the
+patron 'Secondary Identification' field can migrate values from this
+field to the new guardian field with the following SQL:
+
+[source,sql]
+-------------------------------------------------------------------------
+BEGIN;
+
+-- 1. Find the local ID of the parent/guardian identification type
+
+SELECT * FROM config.identification_type;
+
+-- 2. On my test system, the id is "101". It will vary!.
+-- Migrate the value from the ident2 field to the guardian field.
+
+UPDATE actor.usr
+ SET guardian = ident_value2
+WHERE
+ ident_type2 = 101 -- !! CHANGE TO SUIT
+ AND ident_value2 IS NOT NULL
+ AND ident_value2 <> '';
+
+-- 3. delete the original secondary identification data
+
+UPDATE actor.usr
+ SET ident_value2 = NULL, ident_type2 = NULL
+WHERE
+ ident_type2 = 101; -- !! CHANGE TO SUIT
+
+COMMIT;
+-------------------------------------------------------------------------
+
+
Upgrading PostgreSQL
^^^^^^^^^^^^^^^^^^^^
Evergreen now supports PostgreSQL 9.6 and 10.
requires parent/guardian"). When this setting is applied, a value
will be required in the patron editor when the juvenile flag is active.
-Upgrade Notes
-+++++++++++++
-Sites who traditionally store parent/guardian information in the
-patron 'Secondary Identification' field can migrate values from this
-field to the new guardian field with the following SQL:
-
-[source,sql]
--------------------------------------------------------------------------
-BEGIN;
-
--- 1. Find the local ID of the parent/guardian identification type
-
-SELECT * FROM config.identification_type;
-
--- 2. On my test system, the id is "101". It will vary!.
--- Migrate the value from the ident2 field to the guardian field.
-
-UPDATE actor.usr
- SET guardian = ident_value2
-WHERE
- ident_type2 = 101 -- !! CHANGE TO SUIT
- AND ident_value2 IS NOT NULL
- AND ident_value2 <> '';
-
--- 3. delete the original secondary identification data
-
-UPDATE actor.usr
- SET ident_value2 = NULL, ident_type2 = NULL
-WHERE
- ident_type2 = 101; -- !! CHANGE TO SUIT
-
-COMMIT;
--------------------------------------------------------------------------
-
-
Allow Others to Use My Account (Privacy Waiver)
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Patrons who wish to authorize other people to use their account may
Evergreen:
* Steve Callender
+* Jeff Davis
+* Jason Etheridge
* Bill Erickson
* Rogan Hamby
+* Kathy Lussier
+* Chris Sharp
* Ben Shum
* Jason Stephenson
* Dan Wells
We also thank the following organizations whose employees contributed
patches:
+* BC Libraries Cooperative
* CW MARS
* Equinox Open Library Initiative
+* Georgia PINES
* King County Library System
* Linn-Benton Community College
+* MassLNC
We regret any omissions. If a contributor has been inadvertently
missed, please open a bug at http://bugs.launchpad.net/evergreen/
[options="header"]
|===========
|Setting|Description|Data type|Notes
+|Allow others to use patron account (privacy waiver)|Add a note to a user account indicating that specified people are allowed to place holds, pick up holds, check out items, or view borrowing history for that user account.|True/False|
|Auto-extend grace periods|When enabled grace periods will auto-extend. By default this will be only when they are a full day or more and end on a closed date, though other options can alter this.|True/False|
|Auto-extending grace periods extend for all closed dates|It works when the above setting "Auto-Extend Grace Periods" is set to TRUE. If enabled, when the grace period falls on a closed date(s), it will be extended past all closed dates that intersect, but within the hard-coded limits (your library's grace period).|True/False|
|Auto-extending grace periods include trailing closed dates|It works when the above setting "Auto-Extend Grace Periods" is set to TRUE. If enabled, grace periods will include closed dates that directly follow the last day of the grace period. A backdated check-in with effective date on the closed dates will assume the item is returned after hours on the last day of the grace period.|True/False|Useful when libraries' book drop equipped with AMH.
!Show billing tab first when bills are present!If true accounts for patrons with bills will open to the billing tab instead of check out!True/false!
!Show XXXXX field on patron registration!The XXXXX field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.!True/False!
!Suggest XXXXX field on patron registration!The XXXXX field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.!True/False!
+!Juvenile account requires parent/guardian!When this setting is set to true, a value will be required in the patron editor when the juvenile flag is active.!True/False!
!Toggle off the patron summary sidebar after first view.!When true, the patron summary sidebar will collapse after a new patron sub-interface is selected.!True/False!
!URL for remote directory containing list column settings.!The format and naming convention for the files found in this directory match those in the local settings directory for a given workstation. An administrator could create the desired settings locally and then copy all the tree_columns_for_* files to the remote directory.!Text!
!Uncheck bills by default in the patron billing interface!Uncheck bills by default in the patron billing interface, and focus on the Uncheck All button instead of the Payment Received field.!True/False!
Patron registration administration
----------------------------------
+indexterm:[new patron form]
+indexterm:[edit patron form]
+indexterm:[patron registration form]
+indexterm:[forms,new patron]
+indexterm:[forms,edit patron]
+indexterm:[forms,patron registration]
+
Email addresses
~~~~~~~~~~~~~~~
If you'd like to disallow multiple email addresses, set
this value to `^(?:\b[^@,\s]+@[^@,\s]+\.[^@.,\s]+\b)$`
+Parent/guardian field
+~~~~~~~~~~~~~~~~~~~~~
+
+indexterm:[patrons,parent/guardian field]
+indexterm:[parent]
+indexterm:[guardian]
+indexterm:[juvenile]
+
+
+In addition to the standard "show" and "suggest" visibility settings,
+the guardian field has a library setting called
+'ui.patron.edit.guardian_required_for_juv' ("GUI: Juvenile account
+requires parent/guardian"). When this setting is set to true, a value
+will be required in the patron editor when the juvenile flag is active.
+
+Privacy waiver
+~~~~~~~~~~~~~~
+
+indexterm:[Allow others to use my account]
+indexterm:[checking out,materials on another patron's account]
+indexterm:[holds,picking up another patron's]
+indexterm:[privacy waiver]
+
+Patrons who wish to authorize other people to use their account may
+now do so via the OPAC. In the Search and History Preferences tab
+under Account Preferences, a section labeled "Allow others to use
+my account" allows patrons to enter a name and indicate that the
+specified person is allowed to place holds, pickup holds, view
+borrowing history, or check out items on their account. This
+information is displayed to circulation staff in the patron account
+summary in the web client. (Staff may also add, edit, and remove
+entries via the patron editor.)
+
+You can use the library setting called "Allow others to use patron account (privacy
+waiver)," to enable or disable this feature.
+
After changing any of these settings, you must click _Save_ to store your
preferences.
+Authorize other people to use your account
+++++++++++++++++++++++++++++++++++++++++++
+
+indexterm:[Allow others to use my account]
+indexterm:[checking out,materials on another patron's account]
+indexterm:[holds,picking up another patron's]
+indexterm:[privacy waiver]
+
+
+If your library has enabled it, you can authorize other people to use
+your account. In the Search and History Preferences tab
+under Account Preferences, find the section labeled "Allow others to use
+my account". Enter the name and indicate that the
+specified person is allowed to place holds, pickup holds, view
+borrowing history, and check out items on their account. This
+information will also be visible to circulation staff at your library.
+
+
indexterm:[holds, preferred pickup location]
projects / evergreen-equinox.git / commitdiff