--- /dev/null
+= KCLS Evergreen 2.8 + 2.9 Combined Release Notes
+:toc:
+:numbered:
+:toclevels: 3
+
+== KCLS Considerations
+
+* Catalog changes require additional local modifications to implement
+ at KCLS. They will be implemented only when requested and may not
+ be included in our 2.9 upgrade.
+ ** Ditto self-checkout changes.
+
+* Catalog changes only affect the staff client catalog.
+
+== Circulation
+
+=== New Features
+
+==== Active date display in OPAC
+
+If a library uses the copy's active date to calculate holds age
+protection, the active date will display with the copy details instead
+of the create date in the staff client view of the catalog. Libraries
+that do not enable the _Use Active Date for Age Protection_ library
+setting will continue to display the create date.
+
+==== Option to stop billing activity on zero-balance billed transactions
+
+A new setting is available via the Library Settings Editor to stop any
+billing activity on fully-paid lost or longoverdue transactions. When
+the _Do not change fines/fees on zero-balance LOST transaction_ setting
+is enabled, once a lost of long overdue transaction has been fully paid,
+no more lost fees will be voided or overdue fines restored or generated
+if the item is returned. The setting will reduce, though not eliminate,
+negative balances in the system.
+
+===== New Library Setting
+
+ * Do not change fines/fees on zero-balance LOST transaction
+ (circ.checkin.lost_zero_balance.do_not_change') - When an item has been
+ marked lost and all fines/fees have been completely paid on the
+ transaction, do not void or reinstate any fines/fees EVEN IF
+ circ.void_lost_on_checkin and/or circ.void_lost_proc_fee_on_checkin
+ are enabled.
+
+==== Patron Message Center
+
+There is now a new mechanism via which messages can be sent to
+patrons for them to read while logged into the public catalog.
+
+Patron messages can be generated in two ways: when a new public
+note is added to the patron's record, and when an A/T event
+that is configured to generate messages is processed. Three
+new default A/T event definitions are added to generate
+patron messages when a hold is canceled due to lack of a target,
+staff action, or the item expiring on the shelf.
+
+In the public catalog, patrons can read their messages, mark
+one or more messages as read or unread, or delete messages that
+they do not want to see again. The XUL staff client has a new
+menu option on the patron display, "Message Center", that allows
+staff to view messages. Messages are intentionally not meant
+to be editable by patrons or library staff.
+
+During upgrade, existing public patron notes that are marked
+public are copied over as new patron messages that are marked
+as read.
+
+There are four new fields available in the A/T event definition:
+
+ * Message Title
+ * Message Template
+ * Message Library Path
+ * Message User Path
+
+If these four fields are set, when the A/T event is processed,
+a message is generated in addition to whatever reactor is
+specified by the event definition. This means that, for example,
+an email overdue notice can also generate a message that the
+patron can view in the public catalog.
+
+==== Void Lost and Long Overdue Bills on Claims Returned
+
+Four new settings have been added to allow sites to void lost item and
+long overdue billings and processing fees when an item is marked as
+Claims Returned.
+
+===== New Library Settings
+
+ * Void lost item billing when claims returned (circ.void_lost_on_claimsreturned)
+ * Void lost item processing fee when claims returned (circ.void_lost_proc_fee_on_claimsreturned)
+ * Void long overdue item billing when claims returned (circ.void_longoverdue_on_claimsreturned)
+ * Void long overdue item processing fee when claims returned (circ.void_longoverdue_proc_fee_on_claimsreturned)
+
+==== Staff option to place another hold on same title
+
+When a hold is successful in the client, staff will now see a link
+to place another hold on the same title. This link provides some workflow
+improvement for times when staff are placing holds for multiple patrons on a
+newly-added title or when they are placing holds for book clubs.
+
+==== Conditional Negative Balances
+
+Evergreen sites will now have more control over whether a negative
+balance can be applied to a user's billing record and when that negative
+balance can be applied. Through a series of Library Settings, a site can
+prohibit negative balances on bills or can allow those negative balances
+to be applied for a specific period of time after a lost or overdue bill
+is charged to the user. Sites can set a default for all types of bills
+or can apply distinct settings for lost bills and for overdue fines. The
+more specific settings will override the default.
+
+Sites that opt to allow negative balances for a specific period of time must
+1) enable the relevant "prohibit negative balances" setting(s) and 2) specify
+the time period in the relevant Negative Balance Interval setting(s).
+
+In addition to the new library settings, the system now has a new account
+adjustment payment type. This payment type will be utilized for libraries
+prohibiting negative balances to replace the previous voiding behavior that
+caused the negative balances to occur. The account adjustment payment type will
+also be used for all libraries, regardless of the state of negative balance
+settings, in cases where overdue fines are adjusted when an overdue item is
+marked lost.
+
+An _Adjust to Zero_ option has been added to the bills interface of the patron
+record. This option will always adjust the selected bill to a zero balance.
+It can also be used to easily clear a negative balance from the patron's
+record. A user must have the new ADJUST_BILLS permission to see and use this
+option.
+
+This new feature also changes the behavior for the client option to void a bill
+from the patron record. If a user does not have the VOID_BILLING permission, the
+option to void bills will be hidden in the bills interface and in the Full
+Details view of a specific bill.
+
+To truly remove the ability to produce negative balances on a transaction,
+administrators need to 1) enable the relevant setting in the Library Settings
+Editor and 2) remove the VOID_BILLING permission from staff accounts since
+manual voiding will continue to produce negative balances.
+
+===== New Library Settings
+ * Negative Balance Interval (Default) (bill.negative_balance_interval_default)
+ * Negative Balance Interval for Lost (bill.negative_balance_interval_on_lost) -
+ * Negative Balance Interval for Overdues (bill.negative_balance_interval_on_overdues
+ * Prohibit negative balance on bills (Default) (bill.prohibit_negative_balance_default)
+ * Prohibit negative balance on bills for lost materials (bill.prohibit_negative_balance_on_lost)
+ * Prohibit negative balance on bills for overdue materials (bill.prohibit_negative_balance_on_overdues)
+
+===== New Permissions
+ * ADJUST_BILLS
+
+==== Selfcheck Inactivity Warning
+
+NOTE: KCLS implemented this code and is already using it.
+
+The Selfcheck interface now warns patrons when they are about to be
+logged out due to inactivity 20 seconds prior to logging them out.
+
+The inactivity timeout is also reset with each checkout to avoid timeouts
+while checking out lots of items.
+
+==== User Registration Includes Inactive Accounts in Dupe Search
+
+When registering a user, the system checks to see if there are already
+exiting users with the same name, address, email, etc. Now this duplicate
+user search includes inactive users so that matches can be re-activated
+if desired, rather than creating duplicate accounts.
+
+==== Column sorting in circulation screens
+
+Sorting of selected columns is now available in the *Items Checked Out*,
+*Check Out History*, and *Holds* screens.
+
+* Clicking on the appropriate column heads now sorts the contents from
+``ascending'' to ``descending'' to ``no sort''. (The ``no sort''
+restores the original list as presented in the screen.)
+
+* The sort indicator (an up or down arrow) is placed to the right of the
+column head, as appropriate.
+
+* The combined *Title/Author* column in the *Items Checked Out* screen
+is now separated into two independently sortable columns (Title and
+Author).
+
+* Title sorting is done with the non-filing characters (leading ``the'',
+``a'', ``an'', and other langugage equivalents) removed. The leading
+articles are rendered in a smaller font, so as to keep the main entry
+prominent. In addition to the non-filing characters removed for the
+sort, leading non-alphanumeric characters are ignored in the sort.
+
+=== Bug Fixes
+
+==== Miscellaneous
+
+* Fixes an issue where transactions with checkin-generated fines that
+ previously had a balance of zero were prematurely closing.
+* Fixes an issue where empty patron searches lead to heavy queries ending
+ in a client error. Empty patron searches will now exit early with no results.
+ ** KCLS implemented this code and is already using it.
+* Changes the behavior of the checkin API so that future backdates are
+ successfully ignored.
+* Fixes a problem where amnesty mode was ignored when backdating checkins.
+* Allows SIP to honor floating copy checkin locations.
+ ** KCLS implemented this code and is already using it.
+* Fixes an issue where a double-scan at checkin causes two holds to capture for
+ the same item.
+* In patron registration, fixes a broken link in the alert informing staff that
+ a patron with the same name already exists.
+* Fixes an issue where fully-paid long overdue items still appeared in the
+ Other/Special Circulations window.
+* Fixes an error that appeared when staff tried to renew lost, claims returned
+ or long overdue item.
+ ** KCLS implemented this code and is already using it.
+* Removes long overdue circs from the total items out count in My Account.
+* Fixes an issue where payment for a lost-then-returned item was not applied to overdues.
+* Fixes an issue where overdue fines could be doubled if both
+ restore-overdue-on-lost-return and generate-new-overdues-on-lost-return
+ are enabled.
+* Fixes a network error that occurred when using the Clear Hold Shelf checkin modifier.
+* The claims never checked out counter on the patron record is now
+ incremented correctly when marking a lost loan as
+ claims-never-checked-out.
+* When a transit is canceled, the copy's status is changed only
+ if its status was previously "In Transit".
+* Silences unnecessary warnings emitted for libraries using extending grace
+ periods.
+* Fixes an issue where the wrong last billing type and last billing note were
+ displaying for some transactions.
+* Now calculates credit payments as integers to avoid rounding errors with
+ large sets of small billings.
+ ** KCLS implemented this code and is already using it.
+* Fixes an issue in the patron record where staff was unable to retrieve the
+ Message Center interface after visiting the Triggered Events page and vice
+ versa.
+* Now displays the short version of a title on the Place Holds screen when
+ placing metabib holds to reduce instances where the wrong title/format
+ displayed.
+* Modifies the way SIP2 clients parse dates so that a patron's date of birth is
+ returned correctly.
+* Fixes an issue where the Selfcheck fines receipt templated printed all open
+ billable transactions, regardless of whether it had bills associated with it.
+* Fixes an issue that prevented Selfcheck's "Print List" for holds view from
+ working.
+* Fixes a problem where the balance owed was miscalculated when a row
+ was deleted from money.billing.
+* Modifies the reasons for various void/adjust events to more accurately reflect
+ the reason why a fine/fee was removed from a patron's record.
+* When placing a hold via the staff client and clicking Advanced Hold
+ Options, fixes an issue where the barcode field populated with the
+ staff member's barcode.
+* Fixes an issue where some holds with a higher proximity were
+ preferred over holds with a lower proximity because the list of
+ proximities of elgible copies was sorting ASCIIbetically instead of
+ numerically.
+* Adds a delete flag for monographic parts, fixes staff client errors that
+ were previously caused by deleted parts, and cancels any holds attached to
+ those deleted parts.
+* Fixes an internal error that appeared when trying to renew an item on the
+ booking resource list through the public catalog. Users will now get a message
+ saying they do not have permission to renew the item.
+* Fixes an issue where the circ module sometimes skipped over booking logic
+ even when booking was running on a system.
+
+== Cataloging ==
+
+=== New Features
+
+==== Vandelay Authority Record Match Sets
+
+NOTE: KCLS implemented this feature already has it available.
+
+Vandelay MARC Batch Import/Export now supports match sets for authority
+record import matching. Matches can be made against MARC tag/subfield
+entries and against a record's normalized heading + thesaurus. Internal
+identifier (901c) matches are also supported.
+
+===== UI Modifications
+
+ * Authority matches display the normalized heading/thesuarus for each
+ match.
+ * Item import summary is not displayed for authority queues, since
+ items cannot be imported with authority records.
+
+
+==== Display Authority Subject Heading Thesaurus Value
+
+There is now a new column in the *Manage Authorities* search
+results. Each result row now displays each authority's thesaurus
+value with a "Thes: " prefix. In the authority MARC editor interface
+the thesaurus value corresponds to the "Subject Heading Thesaurus"
+fixed field (http://www.loc.gov/marc/authority/ad008.html) labeled
+“Subj”. For example, a value of "Thes: a" means that the authority
+is a Library of Congress Subject Heading, and a value of "Thes: k" means
+the authority is a Canadian Subject Heading.
+
+*A Library of Congress list of thesaurus values:*
+
+* '' = Alternate no attempt to code
+* a = Library of Congress Subject Headings
+* b = LC subject headings for children's literature
+* c = Medical Subject Headings
+* d = National Agricultural Library subject authority file
+* k = Canadian Subject Headings
+* n = Not applicable
+* r = Art and Architecture Thesaurus
+* s = Sears List of Subject Headings
+* v = Repertoire de vedettes-matiere
+* z = Other
+* | = No attempt to code
+
+==== Importing Statistical Categories
+
+You can now retrieve statistical categories (stat cats) from the MARC
+record and apply them to the items in Evergreen. When importing or
+overlaying items through the Vandelay MARC batch import process, edit
+your Holdings Import Profile to tell Evergreen which subfield contains
+your stat cat data. That subfield in your MARC records should be
+formatted like the following:
+
+----
+CATEGORY 1|VALUE 1||CATEGORY 2|VALUE 2
+----
+
+Notice that the pipe character '|' is used to separate each category
+from its value, and two pipes separate each pair of category values.
+
+If you are overlaying existing copies which already have stat cats
+attached to them, the overlay process will keep those values unless the
+incoming copies contain updated values for matching categories.
+
+==== SKOS for coded values
+Some vocabularies used (or which could be used) for stock
+record attributes and coded value maps in Evergreen are
+published on the web using SKOS. The record attributes system
+can now associate Linked Data URIs with specific attribute
+values. In particular, seed data supplying URIs for the
+RDA Content Type, Media Type, and Carrier Type in this release.
+
+This is an experimental, "under-the-hood" feature that will be built
+upon in subsequent releases.
+
+==== MARC Tag-table Service
+The tag tables for the web staff client MARC editor are
+now stored in the database rather than a separate XML
+tooltips file as used by the XUL MARC editor. The tag-table
+service, which is part of the web staff client sprint 2
+preview in this release, has the following features:
+
+- specifies whether (sub)fields are optional or mandatory
+- specifies whether (sub)fields are repeatable or not
+- a coded value map can be associated with a subfield to
+ establish a controlled vocabulary for that subfield
+- MARC field and subfield definitions can be overridden
+ by institutions further down in the organizational unit
+ hierarchy. This allows, for example, a library to specify
+ definitions for local MARC tags.
+- values supplied by the tag-table service are used to
+ populate values in context menus in the web staff client
+ MARC editor.
+
+The initial seed data for the in-database tag table is
+derived from the current tooltips XML file.
+
+==== Change to Available Copies Display
+The _Show_ link in the available copies area of the record summary will now
+display for any org unit that owns a copy of a particular title, even if all
+those copies are unavailable. The _Show_ link will not display if a) the copy
+display is already scoped to that org unit or b) the org unit does not own
+copies of the title.
+
+The language has also been changed to read "x of y copies available at z
+library."
+
+==== New bib source variable for catalog customization
+For bibliographic records, there is a "bib source" that can be
+associated with every record. This source is now available as a
+variable that can be used behind the scenes when customizing
+the online catalog. The new bib source variables do not present
+themselves in the catalog display by default.
+
+==== New class attribute for e-resource links
+In the catalog, links to electronic resources now have a link class
+attribute of "uri_link" to make them easier to customize or build
+additional services upon.
+
+=== Bug Fixes
+
+==== Miscellaneous
+
+* Fixes an issue where all matches were not displaying during a Vandelay
+ authority record import. The fix ensures a row is added for every authority
+ record match in the Vandelay match grid, even when multiple matches refer to
+ the same authority record.
+* Retrieving records with embedded holdings via SRU and Z39.50 is now
+ faster.
+* Adds a performance improvement for the "Clear Holds Shelf" checkin modifier.
+* Fixes a bug where phrase searching in the catalog failed when the phrase
+ started or ended with punctuation.
+* Fixes a bug that prevented users from recreating a monograph part that
+ had previously been deleted.
+* Improves sorting in holdings maintenance so that copies sort first by parts
+ then by barcode.
+* Fixes the mapping between copies and the target part when using "Merge
+ Selected" in the Monographic Parts interface.
+* Fixes an issue with the horizontal scrollbar bar in the MARC import
+ queue inspector so the focus no longer jumps to the top of the screen
+ when attempting to use the scrollbar.
+* Hides the staff-client saved searches header from screen readers when
+ using the public catalog in non-staff mode.
+
+==== Preventing improper data deletion from subfield $e
+
+This release contains a fix for LP bug 1484281, "authority data may be
+deleted during propagation with current values of
+authority.control_set_authority_field."
+
+For more details see: https://bugs.launchpad.net/evergreen/+bug/1484281
+
+The related upgrade script from this release removes subfield $e
+in authority tags 100 and 110, but only from the Evergreen default
+"LoC" authority control set configuration. If your Evergreen system is
+set up with additional authority control sets besides the default
+"LoC" one, you will need to run the following pieces of SQL code.
+
+First verify that you have an additional control set besides the
+default of "LoC". Run the following SQL code and write down the ID
+number for your additional control set. The number will be an integer
+like 101.
+
+[source,sql]
+--------------------------------------------------------------------
+select *
+from authority.control_set
+where name != 'LoC'
+order by id
+--------------------------------------------------------------------
+
+In the following code you will need to change the two sections of
+"control_set = XYZ". Change the part labeled with the text "XYZ", with
+the ID number from the above query.
+
+If the above query displayed more than one additional authority
+control set, then you will need to run the code below once for each
+additional control set ID number.
+
+[source,sql]
+--------------------------------------------------------------------
+UPDATE authority.control_set_authority_field
+SET sf_list = REGEXP_REPLACE( sf_list, 'e', '', 'i')
+WHERE tag = '100' AND control_set = XYZ AND sf_list ILIKE '%e%';
+
+UPDATE authority.control_set_authority_field
+SET sf_list = REGEXP_REPLACE( sf_list, 'e', '', 'i')
+WHERE tag = '110' AND control_set = XYZ AND sf_list ILIKE '%e%';
+--------------------------------------------------------------------
+
+== Acquisitions ==
+
+=== New Features
+
+==== Duplicate Order Detection Improvements
+
+Provides tools to make it more clear to staff when a purchase order or
+items on an order have been ordered before.
+
+===== Prevent Duplicate PO Names
+
+Staff now have the option to specify a PO name during PO creation.
+If the selected name is already in use by another PO at or below
+the ordering agency for the PO, the user is warned, the save/submit
+operations are disabled, and a link to the existing PO is display. The
+link opens the related PO in a new tab when clicked.
+
+Selecting a name which is not yet used or clearing the name field
+(which defaults upon creation to the PO ID) will clear the warning and
+re-enable the submit/save operation.
+
+Similarly, when editing a PO, if the user attempts to use a name already
+used, the user will be warned and a link to the offending PO will be
+displayed.
+
+===== Show Existing Copies
+
+In the select list and PO view interfaces, beside the lineitem ID #, we
+now also display the number of catalog copies already owned at or below
+the ordering agency for the bib record in question.
+
+The count does not include copies linked to the lineitem in question
+nor does it include copies that are in some form of lost, missing, or
+discard status.
+
+==== Sticky Org Unit Selector
+
+The Context Org Unit Selector on the Funds screen will now remember and default
+to the most-recently selected org unit. On first use, the selector will
+continue to default to the workstation org unit.
+
+===== Improved reporting of progress during purchase order activation
+
+The progress dialog that is displayed when activating a purchase
+order now displays more information, particularly during the asset
+creation phase. It is now also updated in a more linear fashion;
+making it less likely for it to appear that the activation has
+stalled.
+
+==== "Blanket" Orders
+
+NOTE: KCLS implemented this code and is already using it.
+
+"Blanket" orders allow staff to invoice an encumbered amount multiple times,
+paying off the charge over a period of time. The work flow supported by this
+development assumes staff does not need to track the individual contents of
+the order, only the amounts encumbered and invoiced in bulk.
+
+===== Example
+
+ . Staff creates PO with a Direct Charge of "Popular Fiction 2015" and
+ a charge type of "Blanket Order".
+ . The amount entered for the charge equals the total amount expected
+ to be charged over the duration of the order.
+ . When a shipment of "Popular Fiction" items arrive, staff creates an
+ invoice from the "Popular Fiction 2015" PO page and enters the amount
+ billed/paid for the received shipment under the "Popular Fiction 2015"
+ charge in the invoice.
+ . When the final shipment arrives, staff select the 'Final invoice
+ for Blanket Order' option on the invoice screen to mark the PO as
+ 'received' and drop any remaining encumbrances to $0.
+ .. Alternatively, if the PO needs to be finalized without creating
+ a final invoice, staff can use the new 'Finalize Blanket Order'
+ option on the PO page.
+
+===== New Components/Terminology/Concepts
+
+ * Invoice Item Types have a new flag called 'blanket', available under
+ Admin -> Server Administration -> Acq -> Invoice Item Types in the
+ staff client.
+ * Any direct charge using a 'blanket' item type will create a long-lived
+ charge that can be invoiced multiple times.
+ * Such a charge is considered open until its purchase order is "finalized"
+ (received).
+ * "Finalizing" a PO changes the PO's state to 'received' (assuming there are
+ no pending lineitems on the PO) and fully dis-encumbers all blanket charges
+ on the PO by setting the fund_debit amount to $0 on the original fund_debit
+ for the charge.
+ * Invoicing a 'blanket' charge does the following under the covers:
+ .. Create an invoice_item to track the payment
+ .. Create a new fund_debit to implement the payment whose amount matches the
+ invoiced amount.
+ .. Subtract the invoiced amount from the fund_debit linked to the original
+ 'blanket' po_item, thus reducing the amount encumbered on the charge as
+ a whole by the invoiced amount.
+ * A PO can have multiple blanket charges. E.g. you could have a blanket
+ order for "Popular Fiction 2015" and a second charge for "Pop Fiction
+ 2015 Taxes" to track / pay taxes over time on a blanket charge.
+ * A PO can have a mix of lineitems, non-blanket charges, and blanket charges.
+ * A 'blanket' Invoice Item Type cannot also be a 'prorate' type, since it's
+ nonsensical. Blanket items are encumbered, whereas prorated items are
+ only paid at invoice time and never encumbered.
+
+=== Bug Fixes
+
+==== Miscellaneous
+
+* When adding a price to the Acquisitions Brief Record price field, it will
+now propogate to the lineitem estimated price field.
+* Changes the behavior of the end-of-year process so that fund tags will now
+remain on propagated funds.
+* Allows staff with the CREAT_PURCHSE_ORDER permission to view distribution
+formulas, making it possible to use them for PO batch update operations.
+* Adds EDI Cancel Code 85 to the acquisitions cancel reason table.
+* Fixes an issue where the "Expand All" button in selection lists was not
+working.
+* Fixes an issue where deletable reasons from the acquisitions Cancel Reasons
+table could not be deleted.
+* Allows the Z39.50 itnerface and the acquisitions MARC Federated Search
+interface to search the UPC index of the local catalog if Z39.50 is configured
+to search that field.
+* Fixes an issue where spaces in a PO name cause the system to improperly
+process EDI response messages.
+* Protects the stock acquisitions cancel reasons from deletion since they
+are required to properly handle EDI order responses.
+* Changes the copy location dropdown so that users can view and select copy
+locations owned outside the workstation branch if they have permission to do so.
+This fix also adds the copy location's owning org unit to the display.
+* Fixes an issue where direct charges were not disencumbered when the charge
+was removed from the PO or the PO was canceled.
+* Fixes an issue where direct charges were not calculated in the PO estimated price.
+* Refreshes the PO summary ammounts (spent, encumbered, estimated) each time
+an amount-changing event occurs.
+
+== OPAC ==
+
+=== New Features
+
+==== Patron message center fixes and improvements
+
+* Fixes an issue where the user didn't receive an ackowledgement after
+deleting a message.
+* Displays the unread message count in the page title for increased visibility.
+* Repositions the patron messages link to the dashboard button bar.
+* For messages that originate from public notes, adjusts the sending library to be the workstation library, not the home library of the note creator.
+* Improves styling for messages by using pre-wrap, which allows longer messages
+to wrap properly.
+* Fixes an issue where users already viewing a message cannot return to the message list by clicking on the 'Message" button in the patron dashboard.
+
+==== New TPAC config option: Show more details
+
+There is a new option for TPAC to show more details by default.
+
+The option to show full details as a default may be especially
+important for e-content. Valid values are 'true', 'false' and 'hide'.
+
+Setting this to 'true' shows full details by default but allows the link
+to appear for 'Show Fewer Details'. The 'hide' option shows full details
+and also suppresses the link from displaying at all.
+
+Look for "show_more_details.default" in config.tt2.
+
+==== TPAC Discoverability Enhancements
+
+A number of discoverability enhancements have been made to the catalog
+to better support search engines:
+
+ * Titles of catalog pages now follow a "Page title - Library name" pattern
+ to provide more specific titles in search results, bookmarks, and browser
+ tabs.
+ * The OpenSearch title now specifies the library name instead of the generic
+ "Evergreen OpenSearch" at every scope.
+ * Subject headings are now exposed as http://schema.org/about[schema:about]
+ properties instead of http://schema.org/keyword[schema:keyword].
+ * Electronic resources are now assigned a http://schema.org/url[schema:url]
+ property, and any notes or link text are assigned a
+ http://schema.org/description[schema:description] property.
+ * Given a Library of Congress relator code for 1xx and 7xx fields, we now
+ surface the URL for that relator code along with
+ the http://schema.org/contributor[schema:contributor] property to give
+ machines a better chance of understanding how the person or organization
+ actually contributed to this work.
+ * Linking out to related records:
+ ** Given an LCCN (010 field), we link to the corresponding Library of Congress
+ record using http://schema.org/sameAs[schema:sameAs].
+ ** Given an OCLC number (035 field, subfield `a` beginning with `(OCoLC)`), we
+ link to the corresponding WorldCat record using
+ http://schema.org/sameAs[schema:sameAs].
+ ** Given a URI (024 field, subfield 2 = `'uri'`), we link to the
+ corresponding OCLC Work Entity record using
+ http://schema.org/exampleOfWork[schema:exampleOfWork].
+ * The sitemap generator script now includes located URIs as well as copies
+ listed in the `asset.opac_visible_copies` materialized view, and checks
+ the children or ancestors of the requested libraries for holdings as well.
+ * Links that robots should not crawl, such as search result links, are now
+ marked with the https://support.google.com/webmasters/answer/96569?hl=en[@rel="nofollow"]
+ property.
+ * Catalog pages for record details and for library descriptions now express
+ a https://support.google.com/webmasters/answer/139066?hl=en[@rel="canonical"]
+ link to simplify the number of variations of page URLs that could otherwise
+ have been derived from different search parameters.
+ * Catalog pages that do not exist now return a proper 404 "HTTP_NOT_FOUND"
+ HTTP status code, and record detail pages for records that have been deleted
+ now return a proper 410 "HTTP_GONE" HTTP status code, instead of returning a
+ misleading 200 "OK" HTTP status code.
+ * Record detail and library pages now include http://ogp.me/[Open Graph Protocol]
+ markup.
+
+==== Add new link to My Lists in My Account
+There is now a direct link to "My Lists" from the "My Account" area in the
+top upper-right part of the screen. This gives users the ability to quickly
+access their lists while logged into the catalog.
+
+==== Permalinks
+The record summary page will now offer a link to a shorter permalink that
+can be used for sharing the record with others. All URL parameters are stripped
+from the link with the exception of the locg and copy_depth parameters. Those
+parameters are maintained so that people can share a link that displays just
+the holdings from one library/system or displays holdings from all libraries
+with a specific library's holdings floating to the top.
+
+
+==== Improved styling on Text call number screen
+New styling on the _Text call number_ screen has added highlighting to the
+displayed message, makes the font consistent with other text on the screen, and
+displays better on mobile devices.
+
+==== Account Expiration Date in My Account
+The Account Expiration Date has been added to the catalog's My Account display
+on the main Account Summary page and the Account Preferences page. This should
+help patrons with figuring out when their accounts are due to expire before
+they actually expire.
+
+=== Bug Fixes
+
+==== Miscellaneous
+
+* Declares UTF-8 encoding when printing from the catalog to resolve issues
+ where non_ASCII characters printed incorrectly in some browsers.
+* The hold status message in the public catalog now uses
+ better grammar.
+* The error message displayed when a patron attempts to place
+ a hold but is prevented from doing so due to policy reasons
+ is now more likely to be useful
+* The public catalog now draws the edition statement only
+ from the 250 field; it no longer tries to check the 534
+ and 775 fields.
+* Embedded schema.org microdata now uses "offeredBy" rather
+ than "seller".
+* The ContentCafe added content plugin now handles the "fake"
+ ISBNs that Baker and Taylor assigns to media items.
+* Attempting to renew a rental or deposit item in the public
+ catalog no longer causes an internal server errorr.
+* Various format icons now have transparent backgrounds (as opposed
+ to white).
+* The staff client will no longer wait indefinitely for Novelist
+ to supply added content, improving its responsiveness.
+* A few additional strings are now marked as translatable.
+* Fixes an issue where previously-checked-out items did not display in
+metarecord searches when the Tag Circulated Items Library Setting is enabled.
+* Fixes an error that occurred when the system attempted to display a translated
+string for the "Has Local Copy" hold placement error message.
+* Fixes an issue where the Show More/Show Fewer Details button didn't work in
+catalogs that default to showing more details.
+* Fixes the responsive view of the My Account Items Out screen so that _Title_
+and _Author_ are now in separate columns.
+* Fixes a bug where changing the sort order in the public catalog to
+"relevance" could fail.
+* Fixes an issue where detailed search results showed parts for items that
+didn't have parts.
+* Changes the e-mail address check on password reset requests so that it is no
+longer case sensitive.
+* Fixes a problem where users were unable to navigate through multiple pages of
+their holds history.
+* Removes undefined values from ISBN and ISSN arrays to prevent empty requests
+from being sent to added content providers.
+* Fixes an issue where the kids catalog was not displaying title information
+after hold placement or after adding a title to a list.
+* Corrects the kids catalog holds notification default preferences to allow for
+SMS text messaging options.
+* Fixes an issue where the reset password link was displaying even on systems
+that had disabled the ability to reset passwords.
+* Fixes an issue where the journal type search did not work when entering it as
+the second or third input on the advanced search screen.
+* Fixes an issue where catalog translations were broken by creating separate
+directories for the catalog and web staff client translations.
+* Fixes an issue where unclosed phrase searches returned zero results and
+tied up the open-ils.storage process.
+* Fixes an issue where phrase searches were ignoring modifiers used in relevance
+ranking, leading to poorly-ranked results.
+* Fixes an issue where parameters weren't properly maintained when
+searching by copy location group.
+* Improves performance of OPAC searches using format filters.
+* Removes opac_invisible copies from consideration when displaying copies
+on the search results page.
+* Fixes a UTF8 encoding issue with the SuperCat SRU service.
+* Changes the behavior of the "Add Rows" link on the advanced search screen
+so that it no longer opens duplicate rows.
+* Removes the Bib Call Number from the query type selector.
+* Removes publication-specific information from a metarecord search results
+page
+* Prevents the "you have permission to override some of the failed holds"
+message from appearing when the user does not have permission to override holds.
+* Removes a stray semicolon that was appearing in browse search entries.
+
+== Staff Client ==
+
+=== New Features
+
+==== Link in catalog to clear Added Content cache
+On the catalog's record summary page, there is now a link for staff that
+allow them to forcibly clear the cache for the Added Content for that
+record. This is helpful if the Added Content retrieved the wrong
+cover jacket art, summary, etc. and caches the wrong result.
+
+==== Disable Google Analytics in Staff Client
+In the staff client interface, Google Analytics for the web catalog is
+now disabled by default. This was a preventive measure to reduce the
+potential risks for leaking patron information.
+
+==== Move Acquisitions Admin Menu
+In the staff client interface, the Acquisitions Administration menu is
+now directly accessible from the main "Admin" menu instead of
+living under "Server Administration". It has also been renamed as "Acquisitions
+Administration".
+
+=== Bug Fixes
+
+==== Miscellaneous
+
+* Prevents security warnings in the staff client when Google Analytics is
+ enabled in the catalog.
+* Adds scrollbars when necessary to the item status alternate view tab.
+* Adds support for UTF-8 in the Reports interface.
+
+== Administration ==
+
+=== New Features
+
+=== Install purge_pending_users.srfsh to /openils/bin by default
+
+Since purge_pending_users.srfsh is in the example crontab, it should
+be installed to the Evergreen binaries directory (typically /openils/bin)
+by default.
+
+==== Deleted flag for copy locations
+
+A deleted flag is now available for copy locations, allowing them to be
+"deleted" without losing statistical information for circulations in a given
+copy location. It also allows copy locations that are only used by deleted
+items to be deleted.
+
+When a copy location is deleted, it will remain in the database, but will be
+removed from display in the staff client and the catalog.
+
+==== Examples in Apache configuration for "No Image"
+
+There are now commented out examples for custom images to be used when
+"no image" is present in the catalog for cover art. The included examples
+are for small/medium/large jacket image art in the event they are not
+found by the configured Added Content module.
+
+==== Pre-Expiration A/T Event Definition
+
+A new Action Trigger event definition ("30 Day Account Expiration Courtesy
+Notice") for sending alerts to users before their accounts are expired has
+been added. This is intended to give users time to renew their account before
+they lose access to library services.
+
+==== Improved caching of web server templates
+
+Template Toolkit processors used by Apache are now cached for
+better performance (by virtue of thereby being able to take advantage
+of Template Toolkit's internal caching mechanism). In addition, the
+*compiled* versions of the templates themselves can be cached to
+provide an additional performance boost.
+
+Two Apache virtualhost configuration variables are added to
+control caching of compiled templates:
+
+ * `OILSWebCompiledTemplateCache` - specifies location on the
+ web server filesystem to store compiled templates.
+ * `OILSWebTemplateStatTTL` - specifies number of seconds before
+ checking to see if a newer version of a cached template is
+ available.
+
+As a result of the caching changes, it is now necessary for
+Evergreen administrators to reload Apache to ensure that a change
+to (say) TPAC templates becomes visible.
+
+=== Bug Fixes
+
+==== Miscellaneous
+
+* Optimizes the extend_reporter.full_circ_count view to improve performance
+ for sites with large datasets.
+* Fixes a JS TypeError that prevents stat cats from displaying in the stat cat
+ editor.
+* Fixes a problem where where the Collections API would crash when encountering
+ users with null card values.
+* Updates the XULRunner URL in Makefile.am, allowing makefile to continue
+ building the staff client.
+* Fixes a problem where the added content handler was not properly closing
+ sockets.
+* Fixes a problem where the Library Settings History was not properly
+ keeping the latest five settings per org unit.
+* Expands safe token generation to include user ID in the cached data, which
+ can be retrieved later for activity logging.
+* Makes xpath-based record attribute definitions work.
+* Fixes an issue where strings with apostrophes could no longer be used to
+ filter reports.
+* Creates a script allowing EDI Ruby dependency installation on Ubuntu 14.04.
+* Fixes compatibility issues with Debian Jessie.
+* Removes "Safe" CPAN dependency from Debian/Ubuntu Makefile.install files.
+* Removes the ability for staff to edit their own user accounts.
+* Adds an index on authority.simple_heading.record so that full table scans
+ aren't needed during authority record reingest.
+* Fixes a bug where Action Triggers could select an inactive event definition
+ when running.
+* Removes Social Security Number as a stock patron identification type for
+ new installations. This fix does not change patron identification types for
+ existing Evergreen systems.
+* Emails sent using the Action Trigger SendEmail reactor now always MIME-encode
+ the From, To, Subject, Bcc, Cc, Reply-To, and Sender headers. As a consequence,
+ non-ASCII character in those fields are more likely to be displayed correctly
+ in email clients.
+* Changes marc_export to only print "waiting for input" when running
+ interactively.
+* Allows use of more special characters, including - and +, when
+ entering a library's main email address in the Organizational Units
+ editor.
+* Fixes an issue where marc_export attempts to call a non-existent field
+ on MARC::Record if an error occurs while exporting authority records.
+
projects / working / Evergreen.git / commitdiff