work bakes in an assumption that it will always be present.
This release also a new OpenSRF service, `open-ils.curbside`, which
-must be enabled and registered with the public router for the
+must be enabled and registered with the public router for the
Curbside Pickup feature to function.
This release also includes a new experimental public catalog skin
This release adds a new Perl module dependency, `Config::General`.
-This release adds two new rows to action_trigger.event_definition,
+This release adds two new rows to action_trigger.event_definition,
two into action_trigger.hook, and six into action_trigger.environment.
== New Features ==
release of Evergreen.
The Angular search interface offers various usability improvements
-over the Dojo one, including:
+over the Dojo interface, including:
* only the search operators that are relevant for a given field
are displayed.
==== Preloaded Audio Icon and Search Format ====
-A new search and icon format called Preloaded Audio now exists
+A new search and icon format called Preloaded Audio now exists
that overlaps with the eAudio format. If you want to exclude
-the Preloaded Audio format from overlapping with eAudio
+the Preloaded Audio format from overlapping with eAudio
you can use the following SQL:
----
WHERE coded_value IN (SELECT id FROM config.coded_value_map WHERE code = 'eaudio');
----
-It is also recommended that you reingest your bibliographic records
+It is also recommended that you reingest your bibliographic records
to updated the fixed field indexes. You can accomplish this by running
the following query in your database:
Evergreen developers may now specify a label for fields in
the patron registration/patron edit form (generated by
-the draw_field_label macro). By default,
-draw_field_label uses the label of supplied IDL field class.
+the draw_field_label macro). By default,
+draw_field_label uses the label of supplied IDL field class.
Now a developer may supply an additional third parameter,
label_override, which overrides the default IDL-based label.
This would typically be done in the course of customizing
-=== Cataloging ===
+=== Cataloging ===
-==== MARC Batch Edit UI Angular Port ====
+==== MARC Batch Edit UI Angular Port ====
The MARC Batch Edit interface has been ported to Angular.
==== Preloaded Audio Icon and Search Format ====
-A new search and icon format called Preloaded Audio now exists
-using the following atttributes: itemtype i, item form q. This
-overlaps with the eAudio format. If you want to exclude
-preloaded audio from eAudio there is a script in the Administration
-notes to exclude it.
+A new search and icon format called Preloaded Audio now exists
+using the following atttributes: itemtype i, item form q. This
+overlaps with the eAudio format. If you want to exclude
+preloaded audio from eAudio there is a script in the Administration
+notes to exclude it.
Previously, it was possible for sparsely-populated MARC records to be
saved with a TCN Source of '' (the "empty string"), which caused the
-901 $b subfield to be void of data, causing errors when exporting
+901 $b subfield to be void of data, causing errors when exporting
MARC records to such third-party programs as Zotero.
A site that has been running without this patch for a long time might want to
The interface to capture resources for booking
reservations has been re-implemented in Angular.
Other booking screens, such as Pick Up and
-Manage Reservations, now include an option to
+Manage Reservations, now include an option to
re-print capture slips.
System administrators can now edit the template
-==== Course materials module ====
+==== Course Materials Module ====
This version of Evergreen includes an optional course materials module.
Like course reserves modules in other library software, this module
===== OPAC =====
If the module is enabled, the OPAC will include a course search
-and a course browse.
+and a course browse option.
===== Other uses =====
==== Test Notification Method ====
-Patrons and staff may request a test notification for a patron's default email address or SMS
-number via the Patron Registration interface in the staff client or the Opac preferences interface. The OPAC_LOGIN permissions are required to
-request a notification. When a notification is sent, it will be sent to either the user's default email or default SMS number, depending on
-what was requested.
+Patrons and staff may request a test notification for a patron's default email address or SMS
+number via the Patron Registration interface in the staff client or the OPAC preferences interface. The OPAC_LOGIN permissions are required to
+request a notification. When a notification is sent, it will be sent to either the user's default email or default SMS number, depending on what was requested.
===== Upgrade Notes =====
-This feature adds two new rows to action_trigger.event_definition, two into
+This feature adds two new rows to action_trigger.event_definition, two into
action_trigger.hook, and six into action_trigger.environment.
==== Curbside Pickup ====
-The Curbside Pickup features in Evergreen provides an interface to help
+The Curbside Pickup feature in Evergreen provides an interface to help
facilitate contact-free pickup of library materials. It provides a dedicated
interface in the staff client for library staff to track and manage curbside
pickup appointments and materials through the various stages of the process.
must be placed for an item to be eligible for curbside pickup. After an item
has been captured for a hold and is available for pickup from the holds shelf,
a curbside pickup appointment can be scheduled to allow the materials to be
-obtained in a contact free transaction.
+obtained in a contact-free transaction.
It can accommodate several different workflows depending on how the library
-decides to implement curbside pickup. It can help library staff track and
+decides to implement curbside pickup services. It can help library staff track and
checkout batches of items to be picked up curbside and help facilitate
-communication between library staff and patrons. It does not prescribe a
+communication between library staff and patrons. It does not prescribe nor require a
specific workflow for curbside pickup.
-It can be used alongside regular (in the library) hold pickup. Curbside pickup
+It can be used alongside regular (i.e. inside the library) hold pickup. Curbside pickup
can be an option offered patrons in addition to regular pickup or it can
be the primary pickup option depending on the library’s current service plan.
===== Library Settings =====
-This feature adds the following library settings.
+This feature adds the following library settings:
* `circ.curbside`: whether to enable curbside appointments for
picking up available hold requests. This defaults to off.
===== Notifications And Action Triggers =====
-There are several new patron notice options related to curbside pickup.
+There are several new patron notice options related to curbside pickup.
When a patron’s holds are marked as ready for pickup in Evergreen, an email or
text/SMS notification can be sent to let them know that curbside pickup is an
are called:
* Curbside offer Email notification, triggered by CurbsideSlot reactor on a
- definition attached to the hold available hook
+ definition attached to the hold available hook.
* Curbside offer SMS notification, triggered by CurbsideSlot reactor on a
- definition attached to the hold available hook
+ definition attached to the hold available hook.
If a patron has scheduled a curbside pickup appointment, an email or text/SMS
notification can be sent to confirm the appointment. It will also prompt them
to log into their account or call the library when they have arrived for their
pickup appointment. The Trigger Event Definitions for this notice are called:
- * Curbside confirmation Email notification
- * Curbside confirmation SMS notification
+ * Curbside confirmation Email notification.
+ * Curbside confirmation SMS notification.
Patrons can receive an email with a list of the items they checked out. To
receive this notice patrons must have an email address associated with their
==== New Angular Staff Catalog Default ====
The experimental Angular staff catalog has been promoted to operate as the
-default catalog in the browser staff client. It will be used for all
-catalog entry points, except for the menu entries for the traditiaional
+default catalog in the browser staff client. It will be used for all
+catalog entry points, except for the menu entries for the traditional
catalog and any links within the traditional catalog.
===== Menu Changes =====
* Search -> 'Search The Catalog' now searches to new catalog.
* Cataloging -> 'Search The Catalog' now searches to new catalog.
-* Cataloging -> 'Search The Catalog (Traditional)' searches the traditional
+* Cataloging -> 'Search The Catalog (Traditional)' searches the traditional
TPAC-style catalog.
-* Staff client splash page -> 'Search the catalog' inline form uses the
+* Staff client splash page -> 'Search the catalog' inline form uses the
new catalog.
records should be sorted (Author, Title, Publication Date). Holdings
information can also be limited to a certain library.
-Users can be required to log in to their OPAC account to send an email or this
+Users can be required to log in to their OPAC account to send an email, or this
feature can be configured to allow sending an email without signing in to the
public catalog. If the option to allow emailing without signing in is enabled
(by turning on the new 'Allow record emailing without login' library setting),
-==== Combined Aged and Active Circluations Source Naming ====
+==== Combined Aged and Active Circulations Source Naming ====
A recent improvement to aid web client data retrieval
speed resulted in a new reports source that was named
The newer source has been renamed for clarity and removed
from the core sources to prevent confusion:
- * "Combined Aged and Active circulations" is now named "Combined Aged and Active Circulations (Slim Version)"
+ * "Combined Aged and Active Circulations" is now named "Combined Aged and Active Circulations (Slim Version)"
and is removed from the Core Sources.
- * "Combined Aged and Active Circulations", which contains more linkages to other data sources, remains in the
+ * "Combined Aged and Active Circulations", which contains more linkages to other data sources, remains in the
Core Sources list.
grouping and an unlabeled grand total row or column.
This takes advantage of PostreSQL's built-in ROLLUP feature. See the
-PostgreSQL documentation for details:
+PostgreSQL documentation for details:
https://www.postgresql.org/docs/9.6/queries-table-expressions.html#QUERIES-GROUPING-SETS
similar to what the OPAC does when a patron logs in.
This feature requires activation. To activate, uncomment (or add) the
-following line in the oils_sip.xml configuration file and change the
+following line in the oils_sip.xml configuration file and change the
value from 'false' to 'true'.
[source,xml]
* Dan Briem
* Chris Burton
* Steven Callender
+* Lisa Carlucci
* Galen Charlton
* Garry Collum
* Dawn Dale
projects / evergreen / pines.git / commitdiff