Add index terms.
authorRobert Soulliere <rsoulliere@libdog.mohawkcollege.ca>
Tue, 9 Nov 2010 16:18:27 +0000 (11:18 -0500)
committerRobert Soulliere <rsoulliere@libdog.mohawkcollege.ca>
Tue, 9 Nov 2010 16:18:27 +0000 (11:18 -0500)
1.6/development/actiontriggers.xml [new file with mode: 0644]
1.6/development/booking.xml [new file with mode: 0644]
1.6/intro/releasenotes.xml

diff --git a/1.6/development/actiontriggers.xml b/1.6/development/actiontriggers.xml
new file mode 100644 (file)
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+<?xml version="1.0" encoding="utf-8"?>\r
+<chapter xml:id="actiontriggers" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
+    xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
+    <info>\r
+        <title>Action Triggers</title>    \r
+       </info>\r
+       <para>Action Triggers were introduced to Evergreen in 1.6. They allow administrators the ability to set up actions for specific events. They are useful for notification events such as \r
+       hold notifications.</para>\r
+       \r
+                       \r
+       <para>To access the Action Triggers module, select\r
+               <menuchoice>\r
+                       <guimenu>Admin</guimenu>  \r
+                       <guisubmenu>Local Administration</guisubmenu>\r
+                       <guisubmenu>Notifications / Action triggers</guisubmenu>\r
+               </menuchoice>\r
+       </para>\r
+       <note><para>You must have Local Administrator permissions to access the Action Triggers module.</para></note>\r
+       <para>You will notice four tabs on this page: <guilabel><link linkend="eventdefinitions">Event Definitions</link></guilabel>, <guilabel><link linkend="Hooks">Hooks</link></guilabel>, \r
+       <guilabel><link linkend="Reactors">Reactors</link></guilabel> and <guilabel><link linkend="Validators">Validators</link></guilabel>.</para>\r
+               \r
+       <section xml:id="eventdefinitions">\r
+               <title>Event Definitions</title>\r
+               <para><guilabel>Event Definitions</guilabel> is the main tab and contains the key fields when working with action triggers. These fields include:</para>\r
+                       <table xml:id="eventdefinitionstable">\r
+                               <title>Action Trigger Event Definitions</title>\r
+                               <tgroup cols="2">\r
+                                       <colspec colnum="1" colname="col1" colwidth="1.0*"/>\r
+                                       <colspec colnum="2" colname="col2" colwidth="3.0*"/>\r
+                                       <thead>\r
+                                               <row>\r
+                                                       <entry>Field</entry>\r
+                                                       <entry>Description</entry>\r
+                                               </row>\r
+                                       </thead>\r
+                                       <tbody>\r
+                                               <row>\r
+                                                       <entry><guilabel>Owning library</guilabel></entry>\r
+                                                       <entry>The shortname of the library for which the action / trigger / hook is defined.</entry>\r
+                                               </row>\r
+                                               <row>\r
+                                                       <entry><guilabel>Name</guilabel></entry>\r
+                                                       <entry>The name of the trigger event, that links to a trigger event environment containing a set of fields  \r
+                                                       that will be returned to the <link linkend="Validators">Validators</link> / <link linkend="Reactors">Reactors</link> for processing.</entry>\r
+                                               </row>\r
+                                               <row>\r
+                                                       <entry><guilabel><link linkend="Hooks">Hooks</link></guilabel></entry>\r
+                                                       <entry>The name of the trigger for the trigger event. The underlying action_trigger.hook table defines the Fieldmapper \r
+                                                       class in the core_type column off of which the rest of the field definitions <quote>hang</quote>. </entry>\r
+                                               </row>\r
+                                               <row>\r
+                                                       <entry><guilabel>Enabled</guilabel></entry>\r
+                                                       <entry>Sets the given trigger as enabled or disabled. This must be set to enabled for the Action trigger to run.</entry>\r
+                                               </row>\r
+                                               <row>\r
+                                                       <entry><guilabel>Processing Delay</guilabel></entry>\r
+                                                       <entry>Defines how long after a given trigger / hook event has occurred before the associated action (<quote>Reactor</quote>) \r
+                                                       will be taken.</entry>\r
+                                               </row>\r
+                                               <row>\r
+                                                       <entry><guilabel>Processing Delay Field</guilabel></entry>\r
+                                                       <entry>Defines the field associated with the event on which the processing delay is calculated. For example, the processing delay \r
+                                                       context field on the hold.capture hook (which has a core_type of ahr) is <emphasis>capture_time</emphasis>.</entry>\r
+                                               </row>\r
+                                               <row>\r
+                                                       <entry><guilabel>Processing Group Context Field</guilabel></entry>\r
+                                                       <entry>Used to batch actions based on its associated group.</entry>\r
+                                               </row>\r
+                                               <row>\r
+                                                       <entry><guilabel><link linkend="Validators">Validators</link></guilabel></entry>\r
+                                                       <entry>The subroutines receive the trigger environment as an argument (see the linked <emphasis>Name</emphasis> for \r
+                                                       the environment definition) and returns either <emphasis>1</emphasis> if the validator is <emphasis>true</emphasis> or <emphasis>0</emphasis> \r
+                                                       if the validator returns <emphasis>false</emphasis>.</entry>\r
+                                               </row>\r
+                                               <row>\r
+                                                       <entry><guilabel><link linkend="Reactors">Reactors</link></guilabel></entry>\r
+                                                       <entry>Links the action trigger to the Reactor.</entry>\r
+                                               </row>\r
+                                               <row>\r
+                                                       <entry><guilabel>Max Event Validity Delay</guilabel></entry>\r
+                                                       <entry>Define the threshold for how far back the action_trigger_runner.pl script should reach to generate \r
+                                                       a batch of events.</entry>\r
+                                               </row>\r
+                                       </tbody>        \r
+                               </tgroup>\r
+                       </table>\r
+               \r
+               <procedure>\r
+               <title>Creating New Action Triggers</title>\r
+                       <step>\r
+                               <para>From the top menu, select\r
+                                       <menuchoice>\r
+                                               <guimenu>Admin</guimenu>  \r
+                                               <guisubmenu>Local Administration</guisubmenu>\r
+                                               <guisubmenu>Notifications / Action triggers</guisubmenu>\r
+                                       </menuchoice>\r
+                               </para>\r
+                       </step>\r
+                       <step><para>Click on the <guibutton>New</guibutton> button.</para></step>\r
+                       <step><para>Select an <guilabel>Owning Library</guilabel>.</para></step>\r
+                       <step><para>Create a unique <guilabel>Name</guilabel> for your new action trigger.</para></step>                                \r
+                       <step><para>Select the <guilabel>Hook</guilabel>.</para></step>\r
+                       <step><para>Check the <guilabel>Enabled</guilabel> check box.</para></step>\r
+               \r
+                       <step><para>Create a unique <guilabel>Name</guilabel> for your new action trigger.</para></step>\r
+                       <step><para>Set the <guilabel>Processing Delay</guilabel> in the appropriate format. Eg. <emphasis class="bold">7 days</emphasis> to run 7 days from the trigger event \r
+                       or <emphasis class="bold">00:01:00</emphasis> to run 1 hour after the <guilabel>Processing Delay Context Field</guilabel>.</para></step>\r
+                       <step><para>Set the <guilabel>Processing Delay Context Field</guilabel> and <guilabel>Processing Group Context Field</guilabel>.</para></step>  \r
+                       <step><para>Select the <guilabel>Validator</guilabel>, <guilabel>Reactor</guilabel>, <guilabel>Failure Cleanup</guilabel> and <guilabel>Success Cleanup</guilabel>.\r
+                       </para></step>  \r
+                       <step><para>Set the <guilabel>Processing Delay Context Field</guilabel> and <guilabel>Processing Group Context Field</guilabel>.</para></step>  \r
+                       <step preformance="optional"><para>Enter text in the <guilabel>Template</guilabel> text box if required. These are for email messages. Here is an sample \r
+                       template for sending 90 day overdue notices:</para>\r
+<programlisting><![CDATA[\r
+[%- USE date -%]\r
+[%- user = target.0.usr -%]\r
+To: robert.soulliere@mohawkcollege.ca\r
+From: robert.soulliere@mohawkcollege.ca\r
+Subject: Overdue Notification\r
+\r
+Dear [% user.family_name %], [% user.first_given_name %]\r
+Our records indicate the following items are overdue.\r
+\r
+[%- USE date -%]\r
+[%- user = target.0.usr -%]\r
+To: robert.soulliere@mohawkcollege.ca\r
+From: robert.soulliere@mohawkcollege.ca\r
+Subject: Overdue Items Marked Lost\r
+\r
+Dear [% user.family_name %], [% user.first_given_name %]\r
+The following items are 90 days overdue and have been marked LOST.\r
+[%- params.recipient_email || user.email %][%- params.sender_email || default_sender %]\r
+[% FOR circ IN target %]\r
+    Title: [% circ.target_copy.call_number.record.simple_record.title %] \r
+    Barcode: [% circ.target_copy.barcode %] \r
+    Due: [% date.format(helpers.format_date(circ.due_date), '%Y-%m-%d') %]\r
+    Item Cost: [% helpers.get_copy_price(circ.target_copy) %]\r
+    Total Owed For Transaction: [% circ.billable_transaction.summary.total_owed %]\r
+    Library: [% circ.circ_lib.name %]\r
+[% END %]\r
+\r
+\r
+[% FOR circ IN target %]\r
+    Title: [% circ.target_copy.call_number.record.simple_record.title %] \r
+    Barcode: [% circ.target_copy.barcode %] \r
+    Due: [% date.format(helpers.format_date(circ.due_date), '%Y-%m-%d') %]\r
+    Item Cost: [% helpers.get_copy_price(circ.target_copy) %]\r
+    Total Owed For Transaction: [% circ.billable_transaction.summary.total_owed %]\r
+    Library: [% circ.circ_lib.name %]\r
+[% END %]\r
+]]>\r
+</programlisting>      \r
+                       </step> \r
+                       <step><para>Once you are satisfied with your new event trigger , click the <guibutton>Save</guibutton> button located at the bottom of the \r
+                       form</para></step>\r
+               </procedure>\r
+               <tip><para>A quick and easy way to create new action triggers is to clone an existing action trigger.</para></tip>\r
+               <procedure>\r
+                       <title>Cloning Existing Action Triggers</title>\r
+                       <step>\r
+                               <para>Check the check box next to the action trigger you wish to clone</para>\r
+                       </step>\r
+                       <step>\r
+                               <para>Click the <guibutton>Clone Selected</guibutton> on the top left of the page.</para>\r
+                       </step>\r
+                       <step>\r
+                               <para>An editing window with open. Notice that the fields will be populated with content from the cloned action trigger. Edit as necessary and \r
+                       give the new action trigger a unique <guilabel>Name</guilabel>.</para>\r
+                       </step>\r
+                       <step>\r
+                               <para>Click <guilabel>Save</guilabel>.</para>\r
+                       </step>\r
+               </procedure>\r
+               <procedure>\r
+                       <title>Editing Action Triggers</title>\r
+                       <step>\r
+                               <para>Check the check box next to the action trigger you wish to delete</para>\r
+                       </step>\r
+                       <step>\r
+                               <para>Click the <guibutton>Delete Selected</guibutton> on the top left of the page.</para>\r
+                       </step>\r
+               </procedure>\r
+               \r
+               <note><para>Before deleting an action trigger, you should consider disabling it through the editing form. This way you can simply enable it if you decide that you would like to use \r
+               the action trigger in the future.</para></note>\r
+               <procedure>\r
+                       <title>Deleting Action Triggers</title>\r
+                       <step>\r
+                               <para>Check the check box next to the action trigger you wish to delete</para>\r
+                       </step>\r
+                       <step>\r
+                               <para>Click the <guibutton>Delete Selected</guibutton> on the top left of the page.</para>\r
+                       </step>\r
+               </procedure>\r
+       </section>\r
+       <section xml:id="Hooks">\r
+               <title>Hooks</title>\r
+               <para><guilabel>Hooks</guilabel> define the Fieldmapper class in the core_type column off of which the rest of the field definitions <quote>hang</quote>.</para>\r
+               <table xml:id="Hookstable">\r
+                       <title>Hooks</title>\r
+                       <tgroup cols="2">\r
+                               <colspec colnum="1" colname="col1" colwidth="1.0*"/>\r
+                               <colspec colnum="2" colname="col2" colwidth="3.0*"/>\r
+                               <thead>\r
+                                       <row>\r
+                                               <entry>Field</entry>\r
+                                               <entry>Description</entry>\r
+                                       </row>\r
+                               </thead>\r
+                               <tbody>\r
+                                       <row>\r
+                                               <entry><guilabel>Hook Key</guilabel></entry>\r
+                                               <entry>A unique name given to the hook.</entry>\r
+                                       </row>\r
+                                       <row>\r
+                                               <entry><guilabel>Core Type</guilabel></entry>\r
+                                               <entry>Used to link the action trigger to the IDL class in fm_IDL.xml</entry>\r
+                                       </row>\r
+                                       <row>\r
+                                               <entry><guilabel>Description</guilabel></entry>\r
+                                               <entry>Text to describe the purpose of the hook. </entry>\r
+                                       </row>\r
+                                       <row>\r
+                                               <entry><guilabel>Passive</guilabel></entry>\r
+                                               <entry>Indicates whether or not an event is created by direct user action or is circumstantial.</entry>\r
+                                       </row>\r
+                               </tbody>        \r
+                       </tgroup>\r
+               </table>\r
+               <para>You may also create, edit and delete Hooks but the <guilabel>Core Type</guilabel> must refer to an IDL class in the fm_IDL.xml file.</para>\r
+       </section>      \r
+       <section xml:id="Reactors">\r
+               <title>Reactors</title>\r
+               <para><guilabel>Reactors</guilabel> link the trigger definition to the action to be carried out.</para>\r
+               <table xml:id="Reactorstable">\r
+                       <title>Action Trigger Reactors</title>\r
+                       <tgroup cols="2">\r
+                               <colspec colnum="1" colname="col1" colwidth="1.0*"/>\r
+                               <colspec colnum="2" colname="col2" colwidth="3.0*"/>\r
+                               <thead>\r
+                                       <row>\r
+                                               <entry>Field</entry>\r
+                                               <entry>Description</entry>\r
+                                       </row>\r
+                               </thead>\r
+                               <tbody>\r
+                                       <row>\r
+                                               <entry><guilabel>Module Name</guilabel></entry>\r
+                                               <entry>The name of the Module to run if the action trigger is validated. It must be defined as a subroutine in \r
+                                               <filename>/openils/lib/perl5/OpenILS/Application/Trigger/Reactor.pm</filename> or as a module\r
+                                                in <filename>/openils/lib/perl5/OpenILS/Application/Trigger/Reactor/*.pm</filename>.</entry>\r
+                                       </row>\r
+                                       <row>\r
+                                               <entry><guilabel>Description</guilabel></entry>\r
+                                               <entry>Description of the Action to be carried out.</entry>\r
+                                       </row>\r
+                               </tbody>        \r
+                       </tgroup>\r
+               </table>\r
+               <para>You may also create, edit and delete Reactors. Just remember that their must be an associated subroutine or module in the Reactor Perl module.</para>\r
+       </section>      \r
+       <section xml:id="Validators">\r
+               <title>Validators</title>\r
+               <para><guilabel>Validators</guilabel> set the validation test to be preformed to determine whether the action trigger is executed.</para>\r
+               <table xml:id="Validatorstable">\r
+                       <title>Action Trigger Validators</title>\r
+                       \r
+                       <tgroup cols="2">\r
+                               <colspec colnum="1" colname="col1" colwidth="1.0*"/>\r
+                               <colspec colnum="2" colname="col2" colwidth="3.0*"/>\r
+                               <thead>\r
+                                       <row>\r
+                                               <entry>Field</entry>\r
+                                               <entry>Description</entry>\r
+                                       </row>\r
+                               </thead>\r
+                               <tbody>\r
+                                       <row>\r
+                                               <entry><guilabel>Module Name</guilabel></entry>\r
+                                               <entry>The name of the subroutine in \r
+                                               <filename>/openils/lib/perl5/OpenILS/Application/Trigger/Reactor.pm</filename> to validate the action trigger.</entry>\r
+                                       </row>\r
+                                       <row>\r
+                                               <entry><guilabel>Description</guilabel></entry>\r
+                                               <entry>Description of validation test to run.</entry>\r
+                                       </row>\r
+                               </tbody>        \r
+                       </tgroup>\r
+               </table>\r
+               <para>You may also create, edit and delete Validators. Just remember that their must be an associated subroutine in the <filename>Reactor.pm</filename> Perl module.</para>\r
+       </section>      \r
+       <section xml:id="ProcessingActionTriggers">     \r
+               <title>Processing Action Triggers</title>\r
+               <para>To run the action triggers, an Evergreen administrator will need to run the trigger processing script <command>/openils/bin/action_trigger_runner.pl \r
+               <option>--process-hooks</option> <option>--run-pending</option></command>. This should be set up as a cron job to run \r
+               periodically.</para> \r
+               <para>You have several options when running the script:</para>\r
+               <itemizedlist>\r
+                       <listitem><option>--run-pending</option>: Run the pending events.</listitem>\r
+                       <listitem><option>--process-hooks</option>: Create hook events</listitem>\r
+                       <listitem><option>--osrf-config=[<varname>config_file</varname>]</option>: OpenSRF core config file.  Defaults to: \r
+                       <filename>/openils/conf/opensrf_core.xml</filename>.</listitem>\r
+                       <listitem><option>--custom-filters=[<varname>filter_file</varname>]</option>: File containing a JSON Object which describes any hooks that should\r
+                       use a user-defined filter to find their target objects.  Defaults to: <filename>/openils/conf/action_trigger_filters.json</filename></listitem>\r
+                       <listitem><option>--max-sleep=[<varname>seconds</varname>]</option>: When in process-hooks mode, wait up to [<varname>seconds</varname>] for the lock file to go away.  \r
+                       Defaults to 3600 (1 hour).</listitem>\r
+                       <listitem><option>--hooks=hook1[,hook2,hook3,...]</option>: Define which hooks to create events for.  If none are defined, it defaults to the list of hooks defined \r
+                       in the <option>--custom-filters</option> option.</listitem>\r
+                       <listitem><option>--debug-stdout</option>: Print server responses to stdout (as JSON) for debugging.</listitem>\r
+                       <listitem><option>--lock-file=[<varname>file_name</varname>]</option>: Sets the lock file for the process.</listitem>\r
+                       <listitem><option>--help</option>: Show help information.</listitem>\r
+               </itemizedlist>\r
+       </section>                                                                                                                                      \r
+</chapter>\r
+\r
diff --git a/1.6/development/booking.xml b/1.6/development/booking.xml
new file mode 100644 (file)
index 0000000..2e61316
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+<?xml version='1.0' encoding='UTF-8'?>\r
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
+           xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="UsingtheBookingModule">\r
+       <info>\r
+       <title>Using the Booking Module</title>\r
+               <abstract>\r
+                       <para>The Evergreen booking module is included in Evergreen 1.6.1.x and above. The following chapter will help staff create reservations for cataloged and non-\r
+                       bibliographic items; create pull lists for reserved items; capture resources; and pick up and\r
+                       return reservations.\r
+</para>\r
+               </abstract>\r
+       </info>    \r
+       <section xml:id="CreatingaReservation">\r
+               <title>Creating a Booking Reservation</title>\r
+               <para>Only staff members can create reservations. To initiate a reservation, staff can \r
+                       <itemizedlist>\r
+                               <listitem>search the catalog,</listitem>\r
+                               <listitem>enter a patron record,</listitem>\r
+                               <listitem>or use the booking module.</listitem>\r
+                       </itemizedlist>\r
+               </para>\r
+               <simplesect>\r
+                       <title>Search the catalog to create a reservation</title>                       \r
+                       <procedure>\r
+                               <step><para>In the staff client, select <menuchoice><guimenu>Search</guimenu> <guimenuitem>Search the Catalog</guimenuitem>\r
+                               </menuchoice></para></step>\r
+                               <step><para>Search for the item to be booked.</para></step>\r
+                               <step><para>Click <guibutton>Submit Search</guibutton>.</para></step>\r
+                               <step><para>A list of results will appear. Select the title of the item to be reserved.</para></step>\r
+                               <step><para>After clicking the title, the record summary appears. Beneath the record summary,\r
+                               the copy summary will appear. In the <guilabel>Actions</guilabel> column, select <guibutton>Copy Details</guibutton>.</para></step>\r
+\r
+                               <step><para>The <guilabel>Copy Details</guilabel> will appear in a new row. In the <guilabel>barcode</guilabel> column, click the <guilabel>book now</guilabel> \r
+                               link.</para></step>\r
+                               <step><para> A screen showing the title and barcodes of available copies will appear.</para></step>\r
+                               <step><para>Enter the user’s barcode in the <guilabel>Reserve to patron barcode</guilabel> box. If the patron barcode\r
+                               does not exist, a pop up box will appear to alert you to the error. After entering the\r
+                               patron’s barcode, the user’s existing reservations will appear at the bottom of the\r
+                               screen.</para></step>\r
+                               <step><para> To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and\r
+                               times for which the item should be reserved. If the date/time boxes appear in red,\r
+                               then the date and time set is incorrect. For example, if the time for which the\r
+                               reservation is set has already passed, the boxes will appear in red. The times must be\r
+                               set correctly for the reservation to be accomplished. If the item has already been\r
+                               reserved at the time for which you are trying to reserve the item, then you will receive\r
+                               an error message.</para></step>\r
+                               <step><para>Finally, select the barcode of the item that you want to reserve. If multiple copies of\r
+                               the item exist, choose the barcode of the copy that you want to reserve, and click\r
+                               <guibutton>Reserve Selected</guibutton>. If you do not select a barcode, and you click <guibutton>Reserve Selected</guibutton>, you\r
+                               will receive an error message. If you do not have a preference, you do not have to\r
+                               select a barcode, and you may click <guibutton>Reserve Any</guibutton>. One of the barcodes will be pulled\r
+                               from the list. </para>\r
+                               <note><para>An item must have a status of available or reshelving in order to\r
+                               be targeted for a reservation. If the item is in another status, the reservation will fail.</para></note></step>\r
+                               <step><para> After you have made the reservation, a message will confirm that the action succeeded. Click <guibutton>OK</guibutton>.</para></step>\r
+                               <step><para>The screen will refresh, and the reservation will appear below the user’s name.</para></step>\r
+                       </procedure>\r
+               </simplesect>   \r
+               <simplesect>\r
+                       <title>Enter a patron’s record to create a reservation</title>\r
+                       <procedure>                             \r
+                               <step><para>Enter the barcode or patron information, and click <guibutton>Search</guibutton> to retrieve the patron’s record.</para></step>\r
+                               <step><para>The match(es) should appear in the right pane. Click the desired patron’s name. In the\r
+                               left panel, a summary of the patron’s information will appear. Click the <guibutton>Retrieve\r
+                               Patron</guibutton> button in the right corner to access more options in the patron’s record.</para></step>\r
+                               <step><para>Eight buttons will appear in the top right corner. Select <menuchoice><guimenu>Other </guimenu><guimenuitem>Booking</guimenuitem>\r
+                               </menuchoice> to create, cancel, pick up, and return reservations.</para></step>\r
+                               <step><para>The <guilabel>Copy Details</guilabel> will appear in a new row. In the <guilabel>barcode</guilabel> column, click the <guilabel>book now</guilabel> \r
+                               link.</para></step>\r
+                               <step><para> A screen showing the title and barcodes of available copies will appear.</para></step>\r
+                               <step><para>Enter the user’s barcode in the <guilabel>Reserve to patron barcode</guilabel> box. If the patron barcode\r
+                               does not exist, a pop up box will appear to alert you to the error. After entering the\r
+                               patron’s barcode, the user’s existing reservations will appear at the bottom of the\r
+                               screen.</para></step>\r
+                               <step><para> To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and\r
+                               times for which the item should be reserved. If the date/time boxes appear in red,\r
+                               then the date and time set is incorrect. For example, if the time for which the\r
+                               reservation is set has already passed, the boxes will appear in red. The times must be\r
+                               set correctly for the reservation to be accomplished. If the item has already been\r
+                               reserved at the time for which you are trying to reserve the item, then you will receive\r
+                               an error message.</para></step>\r
+                               <step><para>Finally, select the barcode of the item that you want to reserve. If multiple copies of\r
+                               the item exist, choose the barcode of the copy that you want to reserve, and click\r
+                               <guibutton>Reserve Selected</guibutton>. If you do not select a barcode, and you click <guibutton>Reserve Selected</guibutton>, you\r
+                               will receive an error message. If you do not have a preference, you do not have to\r
+                               select a barcode, and you may click <guibutton>Reserve Any</guibutton>. One of the barcodes will be pulled\r
+                               from the list. </para>\r
+                               <note><para>An item must have a status of available or reshelving in order to\r
+                               be targeted for a reservation. If the item is in another status, the reservation will fail.</para></note></step>\r
+                               <step><para> After you have made the reservation, a message will confirm that the action succeeded. Click <guibutton>OK</guibutton>.</para></step>\r
+                               <step><para>The screen will refresh, and the reservation will appear below the user’s name.</para></step>\r
+                       </procedure>\r
+               </simplesect>\r
+               <simplesect>\r
+                       <title>Use the booking module to create a reservation</title>\r
+                       <procedure>                             \r
+                               <step><para>Select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Create or Edit Reservations</guimenuitem></menuchoice></para></step>\r
+                               <step><para>Enter the barcode of the item and click <guibutton>Next</guibutton>.</para></step>\r
+                               <step><para>A screen showing the name of the available resource will appear.</para></step>\r
+                               <step><para>Enter the user’s barcode in the <guilabel>Reserve to patron barcode</guilabel> box. If the patron barcode\r
+                               does not exist, a pop up box will appear to alert you to the error. After entering the\r
+                               patron’s barcode, the user’s existing reservations will appear.</para></step>\r
+                               <step><para>To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and\r
+                               times for which the item should be reserved. If the date/time boxes appear in red,\r
+                               then the date and time set is incorrect. For example, if the time for which the\r
+                               reservation is set has already passed, the boxes will appear in red. The times must be\r
+                               set correctly for the reservation to be accomplished. If the resource has already been\r
+                               reserved at the time for which you want to reserve the item, then the item will\r
+                               disappear.</para></step>\r
+                               <step><para>Finally, select the resource that you want to reserve. If multiple items or rooms exist,\r
+                               choose the resource that you want to reserve, and click <guibutton>Reserve Selected</guibutton>. If you do\r
+                               not select a resource, and you click <guibutton>Reserve Selected</guibutton>, you will receive an error\r
+                               message. If you do not have a preference, you may click <guibutton>Reserve Any</guibutton>, and one of the\r
+                               resources will be pulled from the list.</para></step>\r
+                               <step><para>After you have made the reservation, a message will confirm that the action         \r
+                               succeeded. Click <guibutton>OK</guibutton>.</para></step>\r
+                               <step><para>The screen will refresh, and the reservation will appear below the user’s name.</para></step>\r
+                       </procedure>\r
+               </simplesect>\r
+       </section>\r
+       <section xml:id="CancellingaReservation">\r
+               <title>Cancelling a Reservation</title>\r
+               <para>Staff members can cancel a patron’s reservation through the Create or Cancel Reservations tab available in a patron’s record.  Staff members can also cancel a \r
+               reservation immediately after it has been made.</para>\r
+               <simplesect>    \r
+                       <title>Enter the patron’s record to cancel a reservation</title>      \r
+                       <procedure>                     \r
+                               <step><para>Search for and retrieve a patron’s record.</para></step>\r
+                               <step><para>Select <menuchoice><guimenu>Other</guimenu><guisubmenu>Booking</guisubmenu><guimenuitem>Create or Cancel Reservations</guimenuitem></menuchoice>.</para></step>\r
+                               <step><para>The existing reservations will appear at the bottom of the screen.</para></step>\r
+                               <step><para>To cancel a reservation, highlight the reservation that you want to cancel.  Click <guibutton>Cancel Selected</guibutton>.</para></step>\r
+                               <step><para>A pop-up window will confirm that you cancelled the reservation.  Click <guibutton>OK</guibutton>.</para></step>\r
+                               <step><para>The screen will refresh, and the cancelled reservation will disappear.</para></step>\r
+                               <step><para> To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and\r
+                               times for which the item should be reserved. If the date/time boxes appear in red,\r
+                               then the date and time set is incorrect. For example, if the time for which the\r
+                               reservation is set has already passed, the boxes will appear in red. The times must be\r
+                               set correctly for the reservation to be accomplished. If the item has already been\r
+                               reserved at the time for which you are trying to reserve the item, then you will receive\r
+                               an error message.</para></step>\r
+                       </procedure>\r
+               </simplesect>\r
+               <simplesect>    \r
+                       <title>Cancel a reservation immediately after it has been made</title>  \r
+                       <procedure>                     \r
+                               <step><para>Create the reservation.</para></step>\r
+                               <step><para>Follow steps four through six in the section, Enter the patron’s record to cancel a reservation, to cancel the reservation.</para></step>\r
+                               <step><para>The existing reservations will appear at the bottom of the screen.</para></step>\r
+                       </procedure>\r
+               </simplesect>\r
+       </section>\r
+       <section xml:id="CreatingaPullList">\r
+               <title>Creating a Pull List</title>\r
+               <para>Staff members can create a pull list to retrieve items from the stacks.</para>\r
+               <procedure>                     \r
+                       <step><para>To create a pull list, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Pull List</guimenuitem></menuchoice>.</para></step>\r
+                       <step><para>To find a pull list for your library, select a library from the dropdown box adjacent to See pull list for library.</para></step>\r
+                       <step><para>You can decide how many days in advance you would like to select reserved items.  Enter the number of days in the box adjacent to <guilabel>Generate \r
+                       list</guilabel> for this many days hence.  For example, if you would like to pull items that are needed today, you can enter <userinput>1</userinput> in the box, and you                               will retrieve items that need to be pulled today.</para></step>\r
+                       <step><para>Click <guibutton>Fetch</guibutton> to retrieve the pull list.</para></step>         \r
+                       <step><para>The pull list will appear. Click Print to print the pull list.</para></step>\r
+               </procedure>\r
+       </section>\r
+       <section xml:id="CapturingItemsforReservations">\r
+               <title>Capturing Items for Reservations</title>\r
+               <para>Staff members can capture items for reservations.</para>\r
+               <procedure>                     \r
+                       <step><para>In the staff client, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Capture Resources</guimenuitem></menuchoice>.</para></step>\r
+                       <step><para>Enter the barcode of the items to be captured. Click <guibutton>Capture</guibutton>.</para></step>\r
+                       <step><para>A Capture Succeeded message will appear to the right.  Information about the item will appear below the message.  You can print this \r
+                       information as a receipt and add it to the item if desired.</para></step>\r
+               </procedure>\r
+       </section>\r
+       <section xml:id="PickingUpReservations">\r
+               <title>Picking Up Reservations</title>\r
+               <para>Staff members can help users pick up their reservations.</para>\r
+               <procedure>                     \r
+                       <step><para>In the staff client, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Pick Up Reservations</guimenuitem></menuchoice></para></step>\r
+                       <step><para>Enter the user’s barcode.  Click <guibutton>Go</guibutton>.</para></step>\r
+                       <step><para>The title available for pickup will appear.  Highlight the title of the item to pick up, and click <guibutton>Pick Up</guibutton>.</para></step>\r
+                       <step><para>The screen will refresh to show that the patron has picked up the reservation.</para></step>\r
+               </procedure>\r
+       </section>\r
+       <section xml:id="ReturningReservations">\r
+               <title>Returning Reservations</title>\r
+               <para>Staff members can help users return their reservations.</para>\r
+               <procedure>                     \r
+                       <step><para>In the staff client, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Return Reservations</guimenuitem></menuchoice>.</para></step>\r
+                       <step><para>You can return the item by patron or item barcode.  Choose <guimenuitem>Resource</guimenuitem> or <guimenuitem>Patron</guimenuitem>, enter the \r
+                       barcode, and click <guibutton>Go</guibutton>.</para></step>\r
+                       <step><para>A pop up box will tell you that the item was returned.  Click <guibutton>OK</guibutton>.</para></step>\r
+                       <step><para>The screen will refresh to show the reservations that remain out and the resources that have been returned.</para></step>\r
+               </procedure>\r
+       </section>\r
+</chapter>\r
\r
index 48802fd..e7ab40a 100644 (file)
-<?xml version="1.0" encoding="UTF-8"?>
-<chapter xml:id="releasenotes" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"
-    xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">
-       <chapterinfo>
-       <title>Release Notes</title>
-       </chapterinfo>
-       
-       
-       <simplesect>
-               <title>1.6.0.8</title>
-               <simplesect>
-                       <title>New features</title>
-                       <itemizedlist>
-                               <listitem>Added index for case insensitive barcode searching (1.6.0.7) for speed.</listitem>
-                               <listitem>Move to BibTemplate<indexterm><primary>BibTemplate</primary></indexterm> for general title detail display, not just overlay of MVR-based display.</listitem>
-                       </itemizedlist> 
-               </simplesect>
-               <simplesect>
-                       <title>Bug fixes</title>
-                       <itemizedlist>
-                               <listitem>Offline transaction timestamp and export fixes.</listitem>
-                               <listitem>More configuration interface improvements.</listitem>
-                               <listitem>Printing improvements to avoid the dreaded <quote>inner print_tree</quote> errors.</listitem>
-                               <listitem>Fix Google Books<indexterm><primary>Google Books</primary></indexterm> full-text functionality.</listitem>
-                               <listitem>User Editor improvements (addresses, appropriate required fields).</listitem>
-                       </itemizedlist> 
-               </simplesect>
-       </simplesect>
-       <simplesect>
-               <title>1.6.0.7</title>
-               <simplesect>
-                       <title>New features</title>
-                       <itemizedlist>
-                               <listitem>Made barcode searching from the general user search interface case insensitive</listitem>
-                       </itemizedlist> 
-               </simplesect>
-               <simplesect>
-                       <title>Bug fixes</title>
-                       <itemizedlist>
-                               <listitem>FIFO Holds Org<indexterm><primary>holds</primary><secondary>FIFO</secondary></indexterm> Setting name in the Library Settings Editor did not match that used by the SQL – repaired.</listitem>
-                               <listitem>Repaired Authority Record ingest.<indexterm><primary>authority record ingest</primary></indexterm></listitem>
-                               <listitem>Backdating timestamp format bug fixed – patch from James Fournie at SITKA.</listitem>
-                               <listitem>Configuration interface bugs addressed (ongoing improvement from 1.6.0.4).</listitem>
-                               <listitem>Action/Trigger (notifications, etc) bugs addressed.</listitem><indexterm><primary>action triggers</primary></indexterm>
-                               <listitem>In-Database record merging <indexterm><primary>In-Database</primary><secondary>record merging</secondary></indexterm> bug fixes (indicators, Located URIs)</listitem>
-                               <listitem>In-Database hold testing stored procedure bug fixed – patch from John Craig.</listitem><indexterm><primary>In-Database</primary><secondary>hold testing</secondary>
-                       </itemizedlist> 
-               </simplesect>
-       </simplesect>
-
-       <simplesect>
-               <title>1.6.0.6</title>
-               <simplesect>
-                       <title>Security</title>
-                       <itemizedlist>
-                               <listitem>Address a security vulnerability in open-ils.pcrud that allows retrieval of information beyond the bounds of the permissions for 
-                               the targeted objects.</listitem>
-                       </itemizedlist> 
-               </simplesect>
-               <simplesect>
-                       <title>Bug fixes</title>
-                       <itemizedlist>
-                               <listitem>Remove a call to a non-existent method.</listitem>
-                               <listitem>Add debugging messages to the action-trigger script and server code</listitem>
-                       </itemizedlist><indexterm><primary>action triggers</primary></indexterm> 
-               </simplesect>
-       </simplesect>
-       <simplesect>
-               <title>1.6.0.5</title>
-               <simplesect>
-                       <title>New features</title>
-                       <itemizedlist>
-                               <listitem> Patch from James Fournie to add a setting for first-in, first-out (FIFO) holds resolution so that items checked in will be assigned to holds 
-                               by request date first, rather than proximity.</listitem><indexterm><primary>holds</primary><secondary>FIFO</secondary></indexterm>
-                       </itemizedlist> 
-               </simplesect>
-               <simplesect>
-                       <title>Bug fixes</title>
-                       <itemizedlist>
-                               <listitem>Patch from Dan Wells to enable the bookbag menu to show up in Craftsman skin.</listitem>
-                               <listitem>Patch from Bill Ott to add missing apostrophe in rdetail.js.</listitem>
-                               <listitem>Fix for report editor parameters not consistently showing up.</listitem>
-                               <listitem>Log bib search timeouts.</listitem>
-                       </itemizedlist> 
-               </simplesect>
-       </simplesect>
-
-       <simplesect>
-               <title>1.6.0.4</title>
-               <simplesect>
-                       <title>New features</title>
-                       <itemizedlist>
-                               <listitem>Patch from Dan Wells to add an org-unit setting to restrict renewals when the item in question is needed to fulfill a hold.</listitem>
-                       </itemizedlist> 
-               </simplesect>
-               <simplesect>
-                       <title>Bug fixes</title>
-                       <itemizedlist>
-                               <listitem>Patch from Jason Stephenson to allow the EVERYTHING permission in permission.usr_has_perm_at_nd.</listitem>
-                               <listitem>Patch from Warren Layton to remove a debugging alert in the permission creation interface.</listitem>
-                               <listitem>Patch from Warren Layton to sort Z39.50 servers in Z39.50 import interface.</listitem><indexterm><primary>Z39.50</primary></indexterm>
-                               <listitem>Patch from Galen Charlton to prevent legacy 852 fields from being exported during bib+holdings export.</listitem>
-                               <listitem>Patch from Galen Charlton to prevent one bad MARC record from spoiling the rest of the export.</listitem>
-                               <listitem>Patch from Galen Charlton to remove empty XML elements and control fields when ingesting a bib record.</listitem>
-                               <listitem> Patch from Galen Charlton. This patch adds additional calls to escape_xml to handle cases where patron or library data could contain 
-                               ampersand or other characters that need to be converted to entities. Issue discovered by Bibliomation; patch includes contributions by Ben Ostrowsky.</listitem>
-                               <listitem>Enable display of barcodes in brief circulation interface even when patron has no middle name (problem diagnosed by 
-                               Bill Ott).</listitem>                   
-                               <listitem>Correct the calculation of patron bills.</listitem>
-                               <listitem>Fix parsing of colons in search phrases.</listitem>
-                               <listitem>Fix handling of horizontal patron summary setting.</listitem>
-                               <listitem>Various fixes for server administration interfaces.</listitem>
-                               <listitem>Correct date handling in <emphasis>My Account</emphasis> interface.</listitem>
-                               <listitem>Prevent an exception from being thrown when a standing penalty is removed.</listitem>
-                               <listitem>Fix ISSN quicksearch (bug reported by Dan Wells).</listitem>
-                               <listitem>Prevent colons from being incorrectly inserted into titles in search results display.</listitem>
-                               <listitem>Fix survey interface in patron editor to enable it to save results correctly.</listitem>
-                               <listitem>Corrections in in-database circulation: enable check-out and renewal of pre-cataloged items, process non-cataloged items.</listitem><indexterm><primary>in-database</primary><secondary>circulation</secondary></indexterm>
-                               <listitem>Correct Unicode handling in SRU/Z39.50 server.</listitem></listitem><indexterm><primary>Z39.50</primary><secondary>Unicode</secondary></indexterm>                    
-                       </itemizedlist> 
-               </simplesect>
-       </simplesect>
-       <simplesect>
-               <title>1.6.0.3</title>
-               <simplesect>
-                       <title>Bug fixes</title>
-                       <itemizedlist>
-                               <listitem>Patch from Dan Wells to address a regression in the Reshelving-to-Available method call.</listitem>
-                               <listitem>Patch from Warren Layton of NRCAN to address a regression in date calculation code.</listitem>
-                               <listitem>Fix for offline identification requirement (relaxed to match on-line patron registration).</listitem>
-                       </itemizedlist> 
-               </simplesect>
-       </simplesect>
-       <simplesect>
-               <title>1.6.0.2</title>
-               <simplesect>
-                       <title>New features</title>
-                       <itemizedlist>
-                               <listitem>Support indexing normalization and search of ratio-like strings.</listitem>
-                               <listitem>Support specific-index searching via the basic search dropdown.</listitem>
-                       </itemizedlist> 
-               </simplesect>
-               <simplesect>
-                       <title>Bug fixes</title>
-                       <itemizedlist>
-                               <listitem>Fix for search bug introduced in 1.6.0.1 which primarily effected Z39.50 searches against Evergreen.</listitem><indexterm><primary>Z39.50</primary></indexterm>
-                               <listitem>Fix for offline patron blocked list generation (Patch from Joe Atzberger).</listitem>
-                               <listitem>General translation and internationalization improvements.</listitem>
-                               <listitem>Force at least one non-system billing type to exist (Identified by Dan Wells).</listitem>
-                       </itemizedlist> 
-               </simplesect>
-       </simplesect>
-        <simplesect>
-               <title>1.6.0.1</title>
-               <simplesect>
-                       <title>Bug fixes</title>
-                       <itemizedlist>
-                               <listitem>Overdue notice XML normalization and encoding fixes.</listitem><indexterm><primary>notices</primary><secondary>overdue</secondary></indexterm> 
-                               <listitem>Remove cosmetic issues with Offline Mode.</listitem><indexterm><primary>offline mode</primary></indexterm> 
-                               <listitem>Backport compatibility-improved triggers for summary data collection.
-                                       <itemizedlist>
-                                               <listitem>(fixed super-simple record extract view issues for isbn and issn)</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem>Interface fixes for Self Check.<indexterm><primary>self check</primary><secondary>overdue</secondary></indexterm>
-                                       <itemizedlist>
-                                               <listitem>(prevent login of patrons who are marked as invalid)</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem>General grid-related interface cleanups.
-
-                                       <itemizedlist>
-                                               <listitem>(fixed pixel and alignment issues in table views accessible from admin settings)</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem>String translation interface fix – translated strings can be removed.
-                                       <itemizedlist>
-                                               <listitem>(the translation windows now perform removals correctly)</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem>Command-line data extraction script fixes (Galen Charlton).
-                                       <itemizedlist>
-                                               <listitem>(improved batch export)</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem>Fixed billing time stamp calculation.
-                                       <itemizedlist>
-                                               <listitem>(e.g. a book that circulates for whole days that is technically due at 3pm doesn't accrue fines until after the library is 
-                                               closed)</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem>Fix for searches containing colons but no command tag.
-                                       <itemizedlist>
-                                               <listitem>(the : is no longer assumed to be an index specification so title searches for <emphasis>Homeward Bound: the Incredible Journey</emphasis> 
-                                       will return results)</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem>Fix for Z39.50 searches containing diacritical marks (Dan Scott).<indexterm><primary>Z39.50</primary></indexterm> 
-                                       <itemizedlist>
-                                               <listitem>(the SRU is now better at detecting incoming encoding)</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem>Horizontal user summary display fix in the Checkout entry point.</listitem>
-                               <listitem>Return of Shadowed Record styling in the staff client for records with no items or no items at this location (Bill Ott).</listitem>
-                               <listitem>Holdings import fixes (Dan Wells) (see changeset 15353).
-                                       <itemizedlist>
-                                               <listitem>(Found and fixed the Vandelay bug that manifested based on log in type.)</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem>Holdings import fixes (Dan Wells) (see changeset 15353).</listitem>
-                               <listitem>Fixed an error that occurred when renewing multiple items at once in Items Out</listitem>                                     
-                       </itemizedlist> 
-               </simplesect>
-               <simplesect>
-                       <title>New features (front end)</title>
-                       <itemizedlist>
-                               <listitem>French translation updates.</listitem>
-                               <listitem>Several new translations:
-                                       <itemizedlist>
-                                               <listitem>Russian (from Tigran Zargaryan)</listitem>
-                                               <listitem>Czech (forward-ported from 1.4)</listitem>
-                                               <listitem>British English (submitted via Launchpad)</listitem>
-                                               <listitem>Spanish (submitted via Launchpad)</listitem>
-                                               <listitem>Brazilian Portuguese (submitted via Launchpad)</listitem>
-                                       </itemizedlist><indexterm><primary>languages</primary></indexterm> 
-                               </listitem>
-                               <listitem>More places to access Record Buckets in the staff client</listitem><indexterm><primary>record buckets</primary></indexterm> 
-                               <listitem>Virtual due date for non-cataloged circulations honors closed dates</listitem>
-                               <listitem>Differentiated messages for inactive vs. non-existent users.
-                                       <itemizedlist>
-                                               <listitem>(error messages in patron OPAC log in are now different for inactive patrons versus bad log in (typo)/non-existent user)</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                       </itemizedlist> 
-               </simplesect>
-               <simplesect>
-                       <title>New features (server/administration)</title>
-                       <itemizedlist>  
-                               <listitem>Action/Trigger initiator script.<indexterm><primary>action triggers</primary></indexterm> 
-                                       <itemizedlist>
-                                               <listitem>(1.6.0.1 includes the default script to initiate system scheduling for action/trigger events - for use in cron jobs)</listitem>
-                                       </itemizedlist> 
-                               </listitem>     
-                               <listitem>Improved MFHD (serials) import script.
-                                       <itemizedlist>
-                                               <listitem>(improved instructions in the read me files and relaxed database constraints)</listitem>
-                                       </itemizedlist> 
-                               </listitem>                                     
-                               <listitem>SIP2 configurable encoding support.</listitem><indexterm><primary>SIP</primary></indexterm> 
-                               <listitem>SIP1 renew-or-checkout support for some 3M equipment which support older SIP protocols.</listitem>
-                               <listitem>Updated Linux distribution support.</listitem>
-                               <listitem>Automatic update of OpenSRF support files when OpenSRF is upgraded.</listitem>
-                       </itemizedlist><indexterm><primary>OpenSRF</primary></indexterm> 
-               </simplesect>
-       </simplesect>
-       <simplesect>
-               <title>Features from 1.6.0.0</title>
-               
-               <simplesect>
-                       <title>New features (front end)</title>
-                       <itemizedlist>
-                               <listitem> Added <quote>insert copy above</quote> (<keycombo><keycap>CTRL</keycap> <keycap>up</keycap></keycombo>) and <quote>insert 
-                               copy below</quote> (<keycombo><keycap>CTRL</keycap> <keycap>down</keycap></keycombo>) functionality in the MARC Editor.</listitem>
-                               <listitem>Summary editing in MARC Format for Holdings Data</listitem>
-                               <listitem> BibTemplate OPAC templating – Any field from any version of a record that Evergreen can deliver, with or without embedded holdings,<indexterm><primary>BibTemplate</primary></indexterm>  
-                               is now available for display using a simple template language which is further extended with basic JavaScript.
-                                       <itemizedlist>
-                                               <listitem> Template customization is now supported that allows specific data fields to be pulled from the MARC and displayed in the OPAC.</listitem>
-                                               <listitem>Examples would be: added author, alternate title, subject links, and URI data.</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem> BibTemplate OPAC templating – Any field from any version of a record that Evergreen can deliver, with or without embedded holdings, 
-                               is now available for display using a simple template language which is further extended with basic JavaScript.
-                                       <itemizedlist>
-                                               <listitem> Template customization is now supported that allows specific data fields to be pulled from the MARC and displayed in the OPAC.</listitem>
-                                               <listitem>Examples would be: added author, alternate title, subject links, and URI data.</listitem>
-                                       </itemizedlist>
-                               </listitem>
-                               <listitem>Located URIs – Adding an 856$9 containing the short name of a location will restrict search and display of entirely electronic records 
-                               (those with no physical copies) to the location named.
-                                       <itemizedlist>
-                                               <listitem>In other words, the ability to restrict record visibility to a specific location or set of 
-                                               locations in the same way as copies but without creating dummies.</listitem>
-                                               <listitem>Since there is no physical location, however, this does affect advanced searches wherein the shelving location limiter is used.</listitem>
-                                               <listitem>(improved instructions in the read me files and relaxed database constraints)</listitem>
-                                       </itemizedlist> 
-                               </listitem>     
-                               <listitem>SRU(search/retrieval via url) and Z39.50 searches can now be scoped to specific locations.<indexterm><primary>Z39.50</primary></indexterm>
-                                       <itemizedlist>
-                                               <listitem>As of Evergreen 1.6, you can append an optional organization unit shortname for search scoping purposes, and you 
-                                               can also append /holdings if you want to expose the holdings for any returned records. So your zurl could be 
-                                               http://dev.gapines.org/opac/extras/sru/BR1/holdings to limit the search scope to BR1 and its children, and to expose its holdings.</listitem>
-                                       </itemizedlist> 
-                               </listitem>                                             
-                               <listitem>As a benefit of the URI work, Z39.50 now supports a holdings record format.</listitem>
-                               <listitem>Improvements in Fixed Field handling within the MARC Editor.</listitem>
-                               <listitem>Staff-placed holds for patrons follow patron settings more closely (no longer pull notification preferences from staff settings) – 
-                               Patch from Jeff Godin of TADL.</listitem>
-                               <listitem>Improved default configuration for LoC Z39.50 target - added support for required truncation specific to LoC.</listitem>
-                               <listitem>Added a new default indexing definition for <quote>all subjects</quote> which will return more results when subject searching in the OPAC.</listitem>
-                               <listitem>Many new server configuration interfaces for functions such as circulation policies, hold policies, and notifications.</listitem>
-                               <listitem>Added time granularity display to Patron Items Out screen in the Staff Client. <guilabel>Due time</guilabel> now displays along with <guilabel>due date</guilabel>.</listitem>
-                               <listitem>Added RefWorks (online bibliographic management program) export capability.</listitem><indexterm><primary>RefWorks</primary></indexterm>
-                               <listitem> Zotero compatability improvements (MODS namespacing).
-                                       <itemizedlist><indexterm><primary>Zotero</primary></indexterm>
-                                               <listitem>For more information on MODS, see this page.</listitem>
-                                       </itemizedlist> <indexterm><primary>MODS</primary></indexterm>
-                               </listitem>
-                               <listitem>Ability to import holdings via the standard Record Importer (Vandelay).</listitem><indexterm><primary>Vandelay</primary></indexterm>
-                               <listitem>Google Book Preview support as added-content</listitem>
-                               <listitem>Improvements made to cloned patron search; fixing issues with records not returning due to cloned fields.</listitem>
-                               <listitem>Acquisitions Preview includes a sneak peek at the preliminary work for manual funding management, PO creation, cataloging and receiving processes. 
-                               These are functional but are not intended for insertion into current workflows. This feature was specifically included to solicit feedback from 
-                               the community on this important feature.</listitem>
-                                                       
-                       </itemizedlist> 
-               </simplesect>
-               <simplesect>
-                       <title>New features (server/administration)</title>
-                       <itemizedlist>  
-                               <listitem>Event Triggers – An entirely new subsystem for automatically running arbitrary, user-defined reaction code when presented with an ILS event 
-                               defined by the user. Notifications, delayed actions, acquisitions, and many other systems will make use of this new infrastructure.
-                                       <itemizedlist>
-                                               <listitem>Ability to set pre-due and overdue e-mail notices from the Staff Client.</listitem>
-                                               <listitem>Auto-marking items as lost after specific overdue period.</listitem>
-                                               <listitem>Makes it easier to add new data to notices.</listitem>
-                                               <listitem>Can be used for generating and creating delays for the sending of hold pickup notices.</listitem>
-                                               <listitem>These settings are configurable from the Staff Client per branch or globally.</listitem>
-                                       </itemizedlist> 
-                               </listitem>
-                               <listitem>Formal support for Postgresql 8.3.</listitem>
-                               <listitem>Dojo profile build specific to Evergreen, increasing load speed dramatically for the OPAC and Staff Clients.</listitem>
-                               <listitem>Staff Client interfaces for defining circulation and hold policies from the Admin menu.
-                                       <itemizedlist>
-                                               <listitem>Please note that this represents a change from previous versions of Evergreen and for new clients it is recommended to 
-                                               use this interface, for.</listitem>
-                                       </itemizedlist> 
-                               </listitem>     
-                               <listitem>Formal support for IE8, including a bug fix where titles with the “@” symbol would display as a http link.</listitem>
-                               <listitem>Spaces in user names are being deprecated as they can cause authentication failure -CamelCase will be supported from this point forward.</listitem>
-                               <listitem>Supercat: added support for returning records in Federal Geographic Data Committee (FGDC) Content Standard for 
-                               Digital Geospatial Metadata (CSDGM) format.</listitem><indexterm><primary>Digital Geospatial Metadata (CSDGM)</primary></indexterm>
-                               <listitem>Increased the re-shelving-complete process speed; making the <quote>flipping</quote> process from re-shelving to available much faster – 
-                               on suggestion from Bill Ott of GRPL.</listitem> 
-                               <listitem>Reporter fix to the display of ISBN and ISSN in some reports, and in some environments (environments which had newer versions 
-                               of Perl database drivers that affected some reports).</listitem>
-                               <listitem> Bug fixes for Server Administration interfaces such as hours of operation, and generally improving speed of all the SA interfaces.</listitem>
-                               <listitem>Removed Spanish translation set from the build environment as no Spanish translation has been contributed to date.</listitem>
-                               <listitem>Internationalization improvements in the default skin; there are less <quote>English-only</quote> strings.</listitem>
-                               <listitem>Improved output handling for unAPI services; important for popular add-ons like Zotero.</listitem>
-                               <listitem>Improved handling of day-granular circulations, and their interaction with penalties – i.e. For a 7 day 
-                               circulating item that is checked out at 9am on Sunday, it is not due until closing on the following Saturday..</listitem>
-                               <listitem> Evergreen will notify that printer setups need to be checked at Staff Client upgrade time.</listitem>                                                
-                       </itemizedlist> 
-               </simplesect>
-       </simplesect>
-</chapter>
+<?xml version="1.0" encoding="UTF-8"?>\r
+<chapter xml:id="releasenotes" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
+    xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
+       <chapterinfo>\r
+       <title>Release Notes</title>\r
+       </chapterinfo>\r
+       \r
+       \r
+       <simplesect>\r
+               <title>1.6.0.8</title>\r
+               <simplesect>\r
+                       <title>New features</title>\r
+                       <itemizedlist>\r
+                               <listitem>Added index for case insensitive barcode searching (1.6.0.7) for speed.</listitem>\r
+                               <listitem>Move to BibTemplate<indexterm><primary>BibTemplate</primary></indexterm> for general title detail display, not just overlay of MVR-based display.</listitem>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+               <simplesect>\r
+                       <title>Bug fixes</title>\r
+                       <itemizedlist>\r
+                               <listitem>Offline transaction timestamp and export fixes.</listitem>\r
+                               <listitem>More configuration interface improvements.</listitem>\r
+                               <listitem>Printing improvements to avoid the dreaded <quote>inner print_tree</quote> errors.</listitem>\r
+                               <listitem>Fix Google Books<indexterm><primary>Google Books</primary></indexterm> full-text functionality.</listitem>\r
+                               <listitem>User Editor improvements (addresses, appropriate required fields).</listitem>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+       </simplesect>\r
+       <simplesect>\r
+               <title>1.6.0.7</title>\r
+               <simplesect>\r
+                       <title>New features</title>\r
+                       <itemizedlist>\r
+                               <listitem>Made barcode searching from the general user search interface case insensitive</listitem>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+               <simplesect>\r
+                       <title>Bug fixes</title>\r
+                       <itemizedlist>\r
+                               <listitem>FIFO Holds Org<indexterm><primary>holds</primary><secondary>FIFO</secondary></indexterm> Setting name in the Library Settings Editor did not match that used by the SQL – repaired.</listitem>\r
+                               <listitem>Repaired Authority Record ingest.<indexterm><primary>authority record ingest</primary></indexterm></listitem>\r
+                               <listitem>Backdating timestamp format bug fixed – patch from James Fournie at SITKA.</listitem>\r
+                               <listitem>Configuration interface bugs addressed (ongoing improvement from 1.6.0.4).</listitem>\r
+                               <listitem>Action/Trigger (notifications, etc) bugs addressed.</listitem><indexterm><primary>action triggers</primary></indexterm>\r
+                               <listitem>In-Database record merging <indexterm><primary>In-Database</primary><secondary>record merging</secondary></indexterm> bug fixes (indicators, Located URIs)</listitem>\r
+                               <listitem>In-Database hold testing stored procedure bug fixed – patch from John Craig.</listitem><indexterm><primary>In-Database</primary><secondary>hold testing</secondary></indexterm>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+       </simplesect>\r
+\r
+       <simplesect>\r
+               <title>1.6.0.6</title>\r
+               <simplesect>\r
+                       <title>Security</title>\r
+                       <itemizedlist>\r
+                               <listitem>Address a security vulnerability in open-ils.pcrud that allows retrieval of information beyond the bounds of the permissions for \r
+                               the targeted objects.</listitem>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+               <simplesect>\r
+                       <title>Bug fixes</title>\r
+                       <itemizedlist>\r
+                               <listitem>Remove a call to a non-existent method.</listitem>\r
+                               <listitem>Add debugging messages to the action-trigger script and server code</listitem>\r
+                       </itemizedlist><indexterm><primary>action triggers</primary></indexterm> \r
+               </simplesect>\r
+       </simplesect>\r
+       <simplesect>\r
+               <title>1.6.0.5</title>\r
+               <simplesect>\r
+                       <title>New features</title>\r
+                       <itemizedlist>\r
+                               <listitem> Patch from James Fournie to add a setting for first-in, first-out (FIFO) holds resolution so that items checked in will be assigned to holds \r
+                               by request date first, rather than proximity.</listitem><indexterm><primary>holds</primary><secondary>FIFO</secondary></indexterm>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+               <simplesect>\r
+                       <title>Bug fixes</title>\r
+                       <itemizedlist>\r
+                               <listitem>Patch from Dan Wells to enable the bookbag menu to show up in Craftsman skin.</listitem>\r
+                               <listitem>Patch from Bill Ott to add missing apostrophe in rdetail.js.</listitem>\r
+                               <listitem>Fix for report editor parameters not consistently showing up.</listitem>\r
+                               <listitem>Log bib search timeouts.</listitem>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+       </simplesect>\r
+\r
+       <simplesect>\r
+               <title>1.6.0.4</title>\r
+               <simplesect>\r
+                       <title>New features</title>\r
+                       <itemizedlist>\r
+                               <listitem>Patch from Dan Wells to add an org-unit setting to restrict renewals when the item in question is needed to fulfill a hold.</listitem>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+               <simplesect>\r
+                       <title>Bug fixes</title>\r
+                       <itemizedlist>\r
+                               <listitem>Patch from Jason Stephenson to allow the EVERYTHING permission in permission.usr_has_perm_at_nd.</listitem>\r
+                               <listitem>Patch from Warren Layton to remove a debugging alert in the permission creation interface.</listitem>\r
+                               <listitem>Patch from Warren Layton to sort Z39.50 servers in Z39.50 import interface.</listitem><indexterm><primary>Z39.50</primary></indexterm>\r
+                               <listitem>Patch from Galen Charlton to prevent legacy 852 fields from being exported during bib+holdings export.</listitem>\r
+                               <listitem>Patch from Galen Charlton to prevent one bad MARC record from spoiling the rest of the export.</listitem>\r
+                               <listitem>Patch from Galen Charlton to remove empty XML elements and control fields when ingesting a bib record.</listitem>\r
+                               <listitem> Patch from Galen Charlton. This patch adds additional calls to escape_xml to handle cases where patron or library data could contain \r
+                               ampersand or other characters that need to be converted to entities. Issue discovered by Bibliomation; patch includes contributions by Ben Ostrowsky.</listitem>\r
+                               <listitem>Enable display of barcodes in brief circulation interface even when patron has no middle name (problem diagnosed by \r
+                               Bill Ott).</listitem>                   \r
+                               <listitem>Correct the calculation of patron bills.</listitem>\r
+                               <listitem>Fix parsing of colons in search phrases.</listitem>\r
+                               <listitem>Fix handling of horizontal patron summary setting.</listitem>\r
+                               <listitem>Various fixes for server administration interfaces.</listitem>\r
+                               <listitem>Correct date handling in <emphasis>My Account</emphasis> interface.</listitem>\r
+                               <listitem>Prevent an exception from being thrown when a standing penalty is removed.</listitem>\r
+                               <listitem>Fix ISSN quicksearch (bug reported by Dan Wells).</listitem>\r
+                               <listitem>Prevent colons from being incorrectly inserted into titles in search results display.</listitem>\r
+                               <listitem>Fix survey interface in patron editor to enable it to save results correctly.</listitem>\r
+                               <listitem>Corrections in in-database circulation: enable check-out and renewal of pre-cataloged items, process non-cataloged items.</listitem><indexterm><primary>in-database</primary><secondary>circulation</secondary></indexterm>\r
+                               <listitem>Correct Unicode handling in SRU/Z39.50 server.</listitem>\r
+                               <indexterm><primary>Z39.50</primary><secondary>Unicode</secondary></indexterm>                  \r
+                       </itemizedlist> \r
+               </simplesect>\r
+       </simplesect>\r
+       <simplesect>\r
+               <title>1.6.0.3</title>\r
+               <simplesect>\r
+                       <title>Bug fixes</title>\r
+                       <itemizedlist>\r
+                               <listitem>Patch from Dan Wells to address a regression in the Reshelving-to-Available method call.</listitem>\r
+                               <listitem>Patch from Warren Layton of NRCAN to address a regression in date calculation code.</listitem>\r
+                               <listitem>Fix for offline identification requirement (relaxed to match on-line patron registration).</listitem>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+       </simplesect>\r
+       <simplesect>\r
+               <title>1.6.0.2</title>\r
+               <simplesect>\r
+                       <title>New features</title>\r
+                       <itemizedlist>\r
+                               <listitem>Support indexing normalization and search of ratio-like strings.</listitem>\r
+                               <listitem>Support specific-index searching via the basic search dropdown.</listitem>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+               <simplesect>\r
+                       <title>Bug fixes</title>\r
+                       <itemizedlist>\r
+                               <listitem>Fix for search bug introduced in 1.6.0.1 which primarily effected Z39.50 searches against Evergreen.</listitem><indexterm><primary>Z39.50</primary></indexterm>\r
+                               <listitem>Fix for offline patron blocked list generation (Patch from Joe Atzberger).</listitem>\r
+                               <listitem>General translation and internationalization improvements.</listitem>\r
+                               <listitem>Force at least one non-system billing type to exist (Identified by Dan Wells).</listitem>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+       </simplesect>\r
+        <simplesect>\r
+               <title>1.6.0.1</title>\r
+               <simplesect>\r
+                       <title>Bug fixes</title>\r
+                       <itemizedlist>\r
+                               <listitem>Overdue notice XML normalization and encoding fixes.</listitem><indexterm><primary>notices</primary><secondary>overdue</secondary></indexterm> \r
+                               <listitem>Remove cosmetic issues with Offline Mode.</listitem><indexterm><primary>offline mode</primary></indexterm> \r
+                               <listitem>Backport compatibility-improved triggers for summary data collection.\r
+                                       <itemizedlist>\r
+                                               <listitem>(fixed super-simple record extract view issues for isbn and issn)</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem>Interface fixes for Self Check.<indexterm><primary>self check</primary><secondary>overdue</secondary></indexterm>\r
+                                       <itemizedlist>\r
+                                               <listitem>(prevent login of patrons who are marked as invalid)</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem>General grid-related interface cleanups.\r
+\r
+                                       <itemizedlist>\r
+                                               <listitem>(fixed pixel and alignment issues in table views accessible from admin settings)</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem>String translation interface fix – translated strings can be removed.\r
+                                       <itemizedlist>\r
+                                               <listitem>(the translation windows now perform removals correctly)</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem>Command-line data extraction script fixes (Galen Charlton).\r
+                                       <itemizedlist>\r
+                                               <listitem>(improved batch export)</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem>Fixed billing time stamp calculation.\r
+                                       <itemizedlist>\r
+                                               <listitem>(e.g. a book that circulates for whole days that is technically due at 3pm doesn't accrue fines until after the library is \r
+                                               closed)</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem>Fix for searches containing colons but no command tag.\r
+                                       <itemizedlist>\r
+                                               <listitem>(the : is no longer assumed to be an index specification so title searches for <emphasis>Homeward Bound: the Incredible Journey</emphasis> \r
+                                       will return results)</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem>Fix for Z39.50 searches containing diacritical marks (Dan Scott).<indexterm><primary>Z39.50</primary></indexterm> \r
+                                       <itemizedlist>\r
+                                               <listitem>(the SRU is now better at detecting incoming encoding)</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem>Horizontal user summary display fix in the Checkout entry point.</listitem>\r
+                               <listitem>Return of Shadowed Record styling in the staff client for records with no items or no items at this location (Bill Ott).</listitem>\r
+                               <listitem>Holdings import fixes (Dan Wells) (see changeset 15353).\r
+                                       <itemizedlist>\r
+                                               <listitem>(Found and fixed the Vandelay bug that manifested based on log in type.)</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem>Holdings import fixes (Dan Wells) (see changeset 15353).</listitem>\r
+                               <listitem>Fixed an error that occurred when renewing multiple items at once in Items Out</listitem>                                     \r
+                       </itemizedlist> \r
+               </simplesect>\r
+               <simplesect>\r
+                       <title>New features (front end)</title>\r
+                       <itemizedlist>\r
+                               <listitem>French translation updates.</listitem>\r
+                               <listitem>Several new translations:\r
+                                       <itemizedlist>\r
+                                               <listitem>Russian (from Tigran Zargaryan)</listitem>\r
+                                               <listitem>Czech (forward-ported from 1.4)</listitem>\r
+                                               <listitem>British English (submitted via Launchpad)</listitem>\r
+                                               <listitem>Spanish (submitted via Launchpad)</listitem>\r
+                                               <listitem>Brazilian Portuguese (submitted via Launchpad)</listitem>\r
+                                       </itemizedlist><indexterm><primary>languages</primary></indexterm> \r
+                               </listitem>\r
+                               <listitem>More places to access Record Buckets in the staff client</listitem><indexterm><primary>record buckets</primary></indexterm> \r
+                               <listitem>Virtual due date for non-cataloged circulations honors closed dates</listitem>\r
+                               <listitem>Differentiated messages for inactive vs. non-existent users.\r
+                                       <itemizedlist>\r
+                                               <listitem>(error messages in patron OPAC log in are now different for inactive patrons versus bad log in (typo)/non-existent user)</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                       </itemizedlist> \r
+               </simplesect>\r
+               <simplesect>\r
+                       <title>New features (server/administration)</title>\r
+                       <itemizedlist>  \r
+                               <listitem>Action/Trigger initiator script.<indexterm><primary>action triggers</primary></indexterm> \r
+                                       <itemizedlist>\r
+                                               <listitem>(1.6.0.1 includes the default script to initiate system scheduling for action/trigger events - for use in cron jobs)</listitem>\r
+                                       </itemizedlist> \r
+                               </listitem>     \r
+                               <listitem>Improved MFHD (serials) import script.\r
+                                       <itemizedlist>\r
+                                               <listitem>(improved instructions in the read me files and relaxed database constraints)</listitem>\r
+                                       </itemizedlist> \r
+                               </listitem>                                     \r
+                               <listitem>SIP2 configurable encoding support.</listitem><indexterm><primary>SIP</primary></indexterm> \r
+                               <listitem>SIP1 renew-or-checkout support for some 3M equipment which support older SIP protocols.</listitem>\r
+                               <listitem>Updated Linux distribution support.</listitem>\r
+                               <listitem>Automatic update of OpenSRF support files when OpenSRF is upgraded.</listitem>\r
+                       </itemizedlist><indexterm><primary>OpenSRF</primary></indexterm> \r
+               </simplesect>\r
+       </simplesect>\r
+       <simplesect>\r
+               <title>Features from 1.6.0.0</title>\r
+               \r
+               <simplesect>\r
+                       <title>New features (front end)</title>\r
+                       <itemizedlist>\r
+                               <listitem> Added <quote>insert copy above</quote> (<keycombo><keycap>CTRL</keycap> <keycap>up</keycap></keycombo>) and <quote>insert \r
+                               copy below</quote> (<keycombo><keycap>CTRL</keycap> <keycap>down</keycap></keycombo>) functionality in the MARC Editor.</listitem>\r
+                               <listitem>Summary editing in MARC Format for Holdings Data</listitem>\r
+                               <listitem> BibTemplate OPAC templating – Any field from any version of a record that Evergreen can deliver, with or without embedded holdings,<indexterm><primary>BibTemplate</primary></indexterm>  \r
+                               is now available for display using a simple template language which is further extended with basic JavaScript.\r
+                                       <itemizedlist>\r
+                                               <listitem> Template customization is now supported that allows specific data fields to be pulled from the MARC and displayed in the OPAC.</listitem>\r
+                                               <listitem>Examples would be: added author, alternate title, subject links, and URI data.</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem> BibTemplate OPAC templating – Any field from any version of a record that Evergreen can deliver, with or without embedded holdings, \r
+                               is now available for display using a simple template language which is further extended with basic JavaScript.\r
+                                       <itemizedlist>\r
+                                               <listitem> Template customization is now supported that allows specific data fields to be pulled from the MARC and displayed in the OPAC.</listitem>\r
+                                               <listitem>Examples would be: added author, alternate title, subject links, and URI data.</listitem>\r
+                                       </itemizedlist>\r
+                               </listitem>\r
+                               <listitem>Located URIs – Adding an 856$9 containing the short name of a location will restrict search and display of entirely electronic records \r
+                               (those with no physical copies) to the location named.\r
+                                       <itemizedlist>\r
+                                               <listitem>In other words, the ability to restrict record visibility to a specific location or set of \r
+                                               locations in the same way as copies but without creating dummies.</listitem>\r
+                                               <listitem>Since there is no physical location, however, this does affect advanced searches wherein the shelving location limiter is used.</listitem>\r
+                                               <listitem>(improved instructions in the read me files and relaxed database constraints)</listitem>\r
+                                       </itemizedlist> \r
+                               </listitem>     \r
+                               <listitem>SRU(search/retrieval via url) and Z39.50 searches can now be scoped to specific locations.<indexterm><primary>Z39.50</primary></indexterm>\r
+                                       <itemizedlist>\r
+                                               <listitem>As of Evergreen 1.6, you can append an optional organization unit shortname for search scoping purposes, and you \r
+                                               can also append /holdings if you want to expose the holdings for any returned records. So your zurl could be \r
+                                               http://dev.gapines.org/opac/extras/sru/BR1/holdings to limit the search scope to BR1 and its children, and to expose its holdings.</listitem>\r
+                                       </itemizedlist> \r
+                               </listitem>                                             \r
+                               <listitem>As a benefit of the URI work, Z39.50 now supports a holdings record format.</listitem>\r
+                               <listitem>Improvements in Fixed Field handling within the MARC Editor.</listitem>\r
+                               <listitem>Staff-placed holds for patrons follow patron settings more closely (no longer pull notification preferences from staff settings) – \r
+                               Patch from Jeff Godin of TADL.</listitem>\r
+                               <listitem>Improved default configuration for LoC Z39.50 target - added support for required truncation specific to LoC.</listitem>\r
+                               <listitem>Added a new default indexing definition for <quote>all subjects</quote> which will return more results when subject searching in the OPAC.</listitem>\r
+                               <listitem>Many new server configuration interfaces for functions such as circulation policies, hold policies, and notifications.</listitem>\r
+                               <listitem>Added time granularity display to Patron Items Out screen in the Staff Client. <guilabel>Due time</guilabel> now displays along with <guilabel>due date</guilabel>.</listitem>\r
+                               <listitem>Added RefWorks (online bibliographic management program) export capability.</listitem><indexterm><primary>RefWorks</primary></indexterm>\r
+                               <listitem> Zotero compatability improvements (MODS namespacing).\r
+                                       <itemizedlist><indexterm><primary>Zotero</primary></indexterm>\r
+                                               <listitem>For more information on MODS, see this page.</listitem>\r
+                                       </itemizedlist> <indexterm><primary>MODS</primary></indexterm>\r
+                               </listitem>\r
+                               <listitem>Ability to import holdings via the standard Record Importer (Vandelay).</listitem><indexterm><primary>Vandelay</primary></indexterm>\r
+                               <listitem>Google Book Preview support as added-content</listitem>\r
+                               <listitem>Improvements made to cloned patron search; fixing issues with records not returning due to cloned fields.</listitem>\r
+                               <listitem>Acquisitions Preview includes a sneak peek at the preliminary work for manual funding management, PO creation, cataloging and receiving processes. \r
+                               These are functional but are not intended for insertion into current workflows. This feature was specifically included to solicit feedback from \r
+                               the community on this important feature.</listitem>\r
+                                                       \r
+                       </itemizedlist> \r
+               </simplesect>\r
+               <simplesect>\r
+                       <title>New features (server/administration)</title>\r
+                       <itemizedlist>  \r
+                               <listitem>Event Triggers – An entirely new subsystem for automatically running arbitrary, user-defined reaction code when presented with an ILS event \r
+                               defined by the user. Notifications, delayed actions, acquisitions, and many other systems will make use of this new infrastructure.\r
+                                       <itemizedlist>\r
+                                               <listitem>Ability to set pre-due and overdue e-mail notices from the Staff Client.</listitem>\r
+                                               <listitem>Auto-marking items as lost after specific overdue period.</listitem>\r
+                                               <listitem>Makes it easier to add new data to notices.</listitem>\r
+                                               <listitem>Can be used for generating and creating delays for the sending of hold pickup notices.</listitem>\r
+                                               <listitem>These settings are configurable from the Staff Client per branch or globally.</listitem>\r
+                                       </itemizedlist> \r
+                               </listitem>\r
+                               <listitem>Formal support for Postgresql 8.3.</listitem>\r
+                               <listitem>Dojo profile build specific to Evergreen, increasing load speed dramatically for the OPAC and Staff Clients.</listitem>\r
+                               <listitem>Staff Client interfaces for defining circulation and hold policies from the Admin menu.\r
+                                       <itemizedlist>\r
+                                               <listitem>Please note that this represents a change from previous versions of Evergreen and for new clients it is recommended to \r
+                                               use this interface, for.</listitem>\r
+                                       </itemizedlist> \r
+                               </listitem>     \r
+                               <listitem>Formal support for IE8, including a bug fix where titles with the “@” symbol would display as a http link.</listitem>\r
+                               <listitem>Spaces in user names are being deprecated as they can cause authentication failure -CamelCase will be supported from this point forward.</listitem>\r
+                               <listitem>Supercat: added support for returning records in Federal Geographic Data Committee (FGDC) Content Standard for \r
+                               Digital Geospatial Metadata (CSDGM) format.</listitem><indexterm><primary>Digital Geospatial Metadata (CSDGM)</primary></indexterm>\r
+                               <listitem>Increased the re-shelving-complete process speed; making the <quote>flipping</quote> process from re-shelving to available much faster – \r
+                               on suggestion from Bill Ott of GRPL.</listitem> \r
+                               <listitem>Reporter fix to the display of ISBN and ISSN in some reports, and in some environments (environments which had newer versions \r
+                               of Perl database drivers that affected some reports).</listitem>\r
+                               <listitem> Bug fixes for Server Administration interfaces such as hours of operation, and generally improving speed of all the SA interfaces.</listitem>\r
+                               <listitem>Removed Spanish translation set from the build environment as no Spanish translation has been contributed to date.</listitem>\r
+                               <listitem>Internationalization improvements in the default skin; there are less <quote>English-only</quote> strings.</listitem>\r
+                               <listitem>Improved output handling for unAPI services; important for popular add-ons like Zotero.</listitem>\r
+                               <listitem>Improved handling of day-granular circulations, and their interaction with penalties – i.e. For a 7 day \r
+                               circulating item that is checked out at 9am on Sunday, it is not due until closing on the following Saturday..</listitem>\r
+                               <listitem> Evergreen will notify that printer setups need to be checked at Staff Client upgrade time.</listitem>                                                \r
+                       </itemizedlist> \r
+               </simplesect>\r
+       </simplesect>\r
+</chapter>\r