-:leveloffset: 3
Differentiate between cancelled and "delayed" lineitems
-=======================================================
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
In the ACQ user interface, it is now more clear to users when a lineitem has
been fully cancelled or if it has been cancelled temporarily (e.g.
back-ordered).
delayed lineitems. We also always show the lineitem cancel reason (label)
next to the non-title attributes in the lineitem list display.
-:leveloffset: 0
a third-party tool, that is typically downloaded as a binary.
-:leveloffset: 3
Phonelist.pm Module
-===================
+^^^^^^^^^^^^^^^^^^^
PhoneList.pm is a mod_perl module for Apache that works with Evergreen
to generate callings lists for patron holds. It outputs a csv file
"Purge Holds"
-=============
+^^^^^^^^^^^^^
Similar to purging circulations one may wish to purge old (filled or canceled) hold information. This feature adds a database function and settings for doing so.
Purged holds are moved to the action.aged_hold_request table with patron identifying information scrubbed, much like circulations are moved to action.aged_circulation.
Note that the function still needs to be called, which could be set up as a cron job or done more manually, say after statistics collection. A new script, purge_holds.srfsh, is added that can be used to purge holds from cron.
-:leveloffset: 0
Action Trigger Event Repeatability
Cataloging
~~~~~~~~~~
-:leveloffset: 3
Vandelay Item Import Defaults
-=============================
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Via the Library Settings Editor (Org Unit Settings), support auto-generation of
call numbers and barcodes for items imported via the staff client's MARC Batch
Similarly, support default copy location and circ modifiers.
New Library Settings
----------------------
++++++++++++++++++++++
* Vandelay Generate Default Barcodes (vandelay.item.barcode.auto)
* Vandelay Default Barcode Prefix (vandelay.item.barcode.prefix)
* Vandelay Default Circulation Modifier (vandelay.item.circ_modifier.default)
Z39.50 Batch Search and Queue
-=============================
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Staff Work Flow
----------------
++++++++++++++++
* Staff add records to bib record buckets
* Staff select the new "Locate Z39.50 Matches" action for a selected bucket.
catalog records using the existing Vandelay import/merge/overlay features.
Vandelay Limit to Bucket
-------------------------
+++++++++++++++++++++++++
As a side effect of this feature, Vandelay now has a new option in the
interface which allows staff to limit which catalog records to which an
merge/overlay targets for the inbound Vandelay records.
Server Admin Settings
----------------------
++++++++++++++++++++++
_Z39.50 Index Field Maps_ can be used to map bib record
indexes (Metabib Fields and Record Attributes) to Z39.50
Admin => Server Administration => Z39.50 Index Field Maps
Metabib Field Additions
------------------------
++++++++++++++++++++++++
Stock config.metabib_field entries for author include additional author-
related data, like dates. For example, a value for Personal Author might
Library Settings
------------------
++++++++++++++++++
* Maximum Parallel Z39.50 Batch Searches (cat.z3950.batch.max_parallel)
** The maximum number of Z39.50 searches that can be in-flight at any given
** The maximum number of search results to retrieve and queue for each
record + Z39 source during batch Z39.50 searches
-:leveloffset: 0
Circulation
has no effect on hold targeting / capturing.
-:leveloffset: 3
Floating Groups
-===============
+^^^^^^^^^^^^^^^
In previous versions of Evergreen, floating group copies could float or not. If they floated, then they floated everywhere with no restrictions.
This enhancement provides an interface to define where a copy will float by assigning it to a floating group.
Long Overdue Circulations Management
-====================================
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
This is a two-part feature, which covers marking circulations as long
overdue via automated processing and check-in of long overdue circulations.
Marking Circulations Long Overdue
----------------------------------
++++++++++++++++++++++++++++++++++
A new Action/Trigger reactor (MarkItemLongOverdue) and sample event
definition (6 Month Overdue Mark Long-Overdue) are included for
circulating library.
Check-in of Long Overdue Circulations
--------------------------------------
++++++++++++++++++++++++++++++++++++++
Check-in of long overdue items may result in any of the following actions,
depending on configuration.
Last Activity Date" Library Setting.
New Library Settings
---------------------
+++++++++++++++++++++
* Long-Overdue Materials Processing Fee
* Void Overdue Fines When Items are Marked Long-Overdue
marked as long overdue.
New Billing Types
------------------
++++++++++++++++++
* Long-Overdue Materials
* Long-Overdue Materials Processing Fee
New Permissions
----------------
++++++++++++++++
* SET_CIRC_LONG_OVERDUE
* COPY_STATUS_LONGOVERDUE.override
New Copy Status
----------------
++++++++++++++++
* Long Overdue
-:leveloffset: 0
Patron blocking by lost items and include lost as items out
the staff have the ability to determine if lost items will be included
in items out.
-:leveloffset: 3
Long-Overdue Patron Standing Penalty
-====================================
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
This is the long-overdue version of the existing PATRON_EXCEEDS_LOST_COUNT
standing penalty. When a patron exceeds the configured threshold for open
The penalty name is PATRON_EXCEEDS_LONGOVERDUE_COUNT / "Patron Exceeds Max
Long-Overdue Threshold"
-:leveloffset: 0
Per-Hold Behind Desk Setting
^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Client
~~~~~~
-:leveloffset: 3
Customize Items Out Display for Lost, etc.
-==========================================
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Items which are LOST, LONGOVERDUE, or CLAIMSRETURNED may now be displayed
in the top/main list of circulations instead of the bottom list in the
there), which creates more screen space for the main items out list.
New Library Settings
----------------------
++++++++++++++++++++++
* Items Out Long-Overdue display setting (ui.circ.items_out.longoverdue)
* Items Out Lost display setting (ui.circ.items_out.lost)
Hint: to hide the bottom list entirely, set the value for all three settings
to '5'.
-:leveloffset: 0
Adjustable font size in the staff client catalog
the database, setting 'browse_xpath' to NULL where 'field_class' =
''author'' and 'browse_field' is true.
-:leveloffset: 2
Authority-enhanced bibliographic browse
----------------------------------------
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The Evergreen OPAC includes functionality for browsing by bibliographic terms,
and, where those terms are controlled by authority records, for linking directly
acceptable for use as such by a cataloger. See the Manage Authorities interface
exposed through the Staff Client for that functionality.
-:leveloffset: 0
Support for Conjoined Items
^^^^^^^^^^^^^^^^^^^^^^^^^^^
that they really want to delete the list.
-:leveloffset: 3
Web-Based Patron Self-Registration
-==================================
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
Feature Summary
----------------
++++++++++++++++
Patrons may now fill out a web-based form from within the TPAC to create
pending user accounts. The goal is to make the registration process more
are purged via a regularly running (CRON) script.
Technical Details
------------------
++++++++++++++++++
* To activate the web form and allow pending patrons to be created, set
the _Allow Patron Self-Registration_ (opac.allow_pending_user) Library
** ui.patron.edit.[au|aua].*.regex
** ui.patron.edit.[au|aua].*.example
-:leveloffset: 0
Responsive catalog
Miscellaneous
~~~~~~~~~~~~~
-:leveloffset: 1
P.V. SUPA GoodStuff Integration
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
There is now a "Server Add-ons" module for integrating P.V. Supa's RFID product
known as GoodStuff with the Evergreen staff client.
that can activate/deactivate the functionality on a per interface basis. The
checkbox states persist (i.e. are sticky).
-:leveloffset: 0