Docs: Additions to 2.12 release notes

Adds organizations that commissioned development, contributors who have
contributed since the beta release, new notes for ebook integration, and
some some missed features.

Signed-off-by: Kathy Lussier <klussier@masslnc.org>
Signed-off-by: Galen Charlton <gmc@equinoxinitiative.org>

diff --git a/docs/RELEASE_NOTES_2_12.adoc b/docs/RELEASE_NOTES_2_12.adoc
index 44b0531..4c97540 100644 (file)
--- a/docs/RELEASE_NOTES_2_12.adoc
+++ b/docs/RELEASE_NOTES_2_12.adoc
@@ -452,51 +452,124 @@ Also add Arabic (Jordan) as a new supported language.
 
 
 
-E-book integration
-^^^^^^^^^^^^^^^^^^
-OverDrive and OneClickdigital integration has been added to Evergreen. The
-system will now support:
- * Display of e-book availability in the search results and record summary
- pages.
- * Display of e-book checkouts and holds in a patron's My Account pages.
-
-To enable this feature, Evergreen sites need to:
-  * Ensure the new <http_client> block and open-ils.ebook_api service have been
-  added to opensrf.xml and (in the case of the open-ils.ebook_api_service)
-  opensrf_core.xml. Both blocks are now included in the example files.
-  * Contact their vendor to obtain credentials for their API account.
-  * Edit the config.tt2 file to set ebook_api.enabled to true. Administrators
-  will also need to enable specific vendor APIs and add base URIs that are used
-  in 856 fields.
-  * Add the credentials for their API account in the new Ebook API Integration
-  settings provided in the Library Settings Editor.
-
-New settings available in the Library Settings Editor
-+++++++++++++++++++++++++++++++++++++++++++++++++++++
-The following settings have been added to the Library Settings Editor:
-  * OneClickdigital Basic Token (ebook_api.overdrive.discovery_base_uri)
-  * OneClickdigital Library ID (ebook_api.oneclickdigital.library_id)
-  * Overdrive Account ID (ebook_api.overdrive.account_id)
-  * Overdrive Authorization Name (ebook_api.overdrive.authorizationname)
-  * Overdrive Basic Token (ebook_api.overdrive.basic_token)
-  * Overdrive Circulation API Base URI (ebook_api.overdrive.circulation_base_uri)
-  * Overdrive Discovery API Base URI (ebook_api.overdrive.discovery_base_uri)
-  * Overdrive Granted Authorization Redirect URI (ebook_api.overdrive.granted_auth_redirect_uri)
-  * Overdrive Password Required (ebook_api.overdrive.password_required)
-  * Overdrive Website ID (ebook_api.overdrive.websiteid)
-
-New config.tt2 settings
-+++++++++++++++++++++++
-  * ebook_api.enabled
-  * ebook_api.ebook_test_.enabled
-  * ebook_api.ebook_test.base_uris
-  * ebook_api.oneclickdigital.enabled
-  * ebook_api.oneclickdigital.base_uris
-  * ebook_api.overdrive.enabled
-  * ebook_api.overdrive.base_uris
-
-
-
+Ebook API integration
+^^^^^^^^^^^^^^^^^^^^^
+Evergreen 2.12 supports partial integration with third-party APIs
+provided by OverDrive and OneClickdigital.  When ebook API integration
+is enabled, bibliographic records from these vendors that appear in your
+OPAC will include vendor holdings and availability information.  Also,
+when a user is logged in, the OPAC dashboard and My Account interface
+will include information about that user's checkouts and holds for
+supported vendors.
+
+For API integration to work, you need to request API access from the
+vendor and configure your Evergreen system according to the instructions
+below.  You also need to configure the new `open-ils.ebook_api` service.
+
+This feature assumes that you are importing MARC records supplied by the
+vendor into your Evergreen system, using Vandelay or some other MARC
+import method.  This feature does not search the vendor's online
+collections or automatically import vendor records into your system; it
+merely augments records that are already in Evergreen.
+
+A future Evergreen release will add the ability for users to check out
+titles, place holds, etc., directly via the OPAC.
+
+Ebook API service configuration
++++++++++++++++++++++++++++++++
+This feature uses the new `open-ils.ebook_api` OpenSRF service.  This
+service must be configured in your `opensrf.xml` and `opensrf_core.xml`
+config files for ebook API integration to work.  See
+`opensrf.xml.example` and `opensrf_core.xml.example` for guidance.
+
+OverDrive API integration
++++++++++++++++++++++++++
+Before enabling OverDrive API integration, you will need to request API
+access from OverDrive.  OverDrive will provide the values to be used for
+the following new org unit settings:
+
+  * *OverDrive Basic Token*: The basic token used for API client
+    authentication.  To generate your basic token, combine your client
+    key and client secret provided by OverDrive into a single string
+    ("key:secret"), and then base64-encode that string.  On Linux, you
+    can use the following command: `echo -n "key:secret" | base64 -`
+  * *OverDrive Account ID*: The account ID (a.k.a. library ID) for your
+    OverDrive API account.
+  * *OverDrive Website ID*: The website ID for your OverDrive API
+    account.
+  * *OverDrive Authorization Name*: The authorization name (a.k.a.
+    library name) designated by OverDrive for your library.  If your
+    OverDrive subscription includes multiple Evergreen libraries, you
+    will need to add a separate value for this setting for each
+    participating library.
+  * *OverDrive Password Required*: If your library's OverDrive
+    subscription requires the patron's PIN (password) to be provided
+    during patron authentication, set this setting to "true."  If you do
+    not require the patron's PIN for OverDrive authentication, set this
+    setting to "false."  (If set to "true," the password entered by a
+    patron when logging into the OPAC will be cached in plain text in
+    memcached.)
+  * *OverDrive Discovery API Base URI* and *OverDrive Circulation API
+    Base URI*: By default, Evergreen uses OverDrive's production API, so
+    you should not need to set a value for these settings.  If you want
+    to use OverDrive's integration environment, you will need to add the
+    appropriate base URIs for the discovery and circulation APIs.  See
+    OverDrive's developer documentation for details.
+  * *OverDrive Granted Authorization Redirect URI*: Evergreen does not
+    currently support granted authorization with OverDrive, so this
+    setting is not currently in use.
+
+For more information, consult the
+https://developer.overdrive.com/docs/getting-started[OverDrive API
+documentation].
+
+To enable OverDrive API integration, adjust the following OPAC settings
+in config.tt2:
+
+  * `ebook_api.enabled`: set to "true".
+  * `ebook_api.overdrive.enabled`: set to "true".
+  * `ebook_api.overdrive.base_uris`: list of regular expressions
+    matching OverDrive URLs found in the 856$9 field of older OverDrive
+    MARC records.  As of fall 2016, OverDrive's URL format has changed,
+    and the record identifier is now found in the 037$a field of their
+    MARC records, with "OverDrive" in 037$b.  Evergreen will check the
+    037 field for OverDrive record identifiers; if your system includes
+    older-style OverDrive records with the record identifier embedded in
+    the 856 URL, you need to specify URL patterns with this setting.
+
+OneClickdigital API integration
++++++++++++++++++++++++++++++++
+Before enabling OneClickdigital API integration, you will need to
+request API access from OneClickdigital.  OneClickdigital will provide
+the values to be used for the following new org unit settings:
+
+  * *OneClickdigital Library ID*: The identifier assigned to your
+    library by OneClickdigital.
+  * *OneClickdigital Basic Token*: Your client authentication token,
+    supplied by OneClickdigital when you request access to their API.
+
+For more information, consult the
+http://developer.oneclickdigital.us/[OneClickdigital API documentation].
+
+To enable OneClickdigital API integration, adjust the following OPAC
+settings in config.tt2:
+
+  * `ebook_api.enabled`: set to "true".
+  * `ebook_api.oneclickdigital.enabled`: set to "true".
+  * `ebook_api.oneclickdigital.base_uris`: list of regular expressions
+    matching OneClickdigital URLs found in the 859$9 field of your MARC
+    records.  Evergreen uses the patterns specified here to extract
+    record identifiers for OneClickdigital titles.
+
+Additional configuration
++++++++++++++++++++++++++++++++
+Evergreen communicates with third-party vendor APIs using the new
+`OpenILS::Utils::HTTPClient` module.  This module is configured using
+settings in `opensrf.xml`.  The default settings should work for most
+environments by default, but you may need to specify a custom location
+for the CA certificates installed on your server.  You can also disable
+SSL certificate verification on HTTPClient requests altogether, but
+doing so is emphatically discouraged.
 
 
 
@@ -536,24 +609,36 @@ that allows the user to control the setting.
 
 
 
-
-
-
 RDA Improvements
 ^^^^^^^^^^^^^^^^
  * Author fields are now normalized to strip ending periods so that authors from
 RDA and non-RDA records are collapsed in browse and facet headings.
- * All author/contributor roles will now be displayed in the record detail.
+ * All author/contributor roles will now display in the record detail page.
 Previously, some of the roles were omitted or were duplicated.
 
 
+Obalkyknih.cz Integration
+^^^^^^^^^^^^^^^^^^^^^^^^^
+Evergreen now integrates with Czech added content provider obalkyknih.cz. A new
+setting called obalkyknih_cz.enabled is available in
+templates/opac/parts/config.tt2 to enable this new feature.
+
+
 Acknowledgments
 ---------------
 The Evergreen project would like to acknowledge the following
 organizations that commissioned developments in this release of
 Evergreen:
 
-TODO
+* Bibliomation
+* British Columbia Libraries Cooperative
+* C/W MARS
+* Georgia PINES
+* King County Library System
+* Linn Libraries Consortium
+* MassLNC
+* Pennsylvania Integrated Library System
+* Pioneer Library System
 
 We would also like to thank the following individuals who contributed
 code, translations, documentations patches and tests to this release of
@@ -563,6 +648,7 @@ Evergreen:
 * Bill Erickson
 * Billy Horn
 * Blake Henderson
+* Bob Wicksall
 * Chris Sharp
 * Christine Burns
 * Christine Morgan
@@ -583,10 +669,12 @@ Evergreen:
 * Jennifer Pringle
 * Jillianne Presley
 * Jim Keenan
+* Jonathan Schatz
 * Josh Stompro
 * Kate Butler
 * Kathy Lussier
 * Kyle Huckins
+* Linda Jansová 
 * Michele Morgan
 * Michelle Purcell
 * Mike Rylander
@@ -595,6 +683,7 @@ Evergreen:
 * Rogan Hamby
 * Terran McCanna
 * Thomas Berezansky
+* Victoria Lewis
 
 We also thank the following organizations whose employees contributed
 patches:
@@ -603,8 +692,9 @@ patches:
 * Catalyst DevWorks
 * C/W MARS
 * Equinox Open Library Initiative
-* Georga PINES
+* Georgia PINES
 * Indiana State Library
+* The Institute for the Study of Totalitarian Regimes, Prague
 * King County Library System
 * Lake Agassiz Regional Library
 * Laurentian University
@@ -614,9 +704,12 @@ patches:
 * MOBIUS Consortium
 * National Library of the Czech Republic
 * North of Boston Library Exchange
+* Pioneer Library System
 * Rodgers Memorial Library
+* Sigio
 * Traverse Area District Library
 
+
 We regret any omissions.  If a contributor has been inadvertently
 missed, please open a bug at http://bugs.launchpad.net/evergreen/
 with a correction.