From: Bill Erickson Date: Mon, 18 Dec 2017 17:10:52 +0000 (-0500) Subject: JBAS-1804 KCLS 2.11 + 2.12 staff release notes X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=6d334042231efeec084e5bf8a098f2f6fcd14a54;p=working%2FEvergreen.git JBAS-1804 KCLS 2.11 + 2.12 staff release notes Signed-off-by: Bill Erickson --- diff --git a/KCLS/docs/RELEASE_NOTES_2.11_AND_2.12_KCLS.adoc b/KCLS/docs/RELEASE_NOTES_2.11_AND_2.12_KCLS.adoc new file mode 100644 index 0000000000..d3dfa7f6aa --- /dev/null +++ b/KCLS/docs/RELEASE_NOTES_2.11_AND_2.12_KCLS.adoc @@ -0,0 +1,887 @@ += Evergreen 2.11 And 2.12 Release Notes = +:toc: +:numbered: + +== Notes about this document == + +To make the release notes more digestable, I have removed +references to features that we are already using and changes that have +no bearing on staff (e.g. upgrade tasks). I have also removed most +references to browser client development progress, since we're not +using it yet. + +The original release notes can be found at evergreen-ils.org. + +* https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_11.html[2.11 Release Notes] +* https://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_12.html[2.12 Release Notes] + +== Evergreen 2.11/2.12 New Features == + +=== Acquisitions === + +==== Default status for received line items ==== +A new Library Setting has been added to allow libraries to set the default +status for received line items. The previous behavior was to use the +"In process" status for all acquisitions items that are received. + +=== Cataloging === + +==== Popularity Boost for Ranking Search Results ==== + +This feature uses factors such as circulation and hold activity, record +and item age, and item ownership counts to generate popularity badges +for bibliographic records. Each badge will have a five-point scale, +where more points indicates a more popular record. The average of +the badge points earned by each record will constitute a "popularity +rating". The number and types of badges will break ties for average +popularity, and relevance will sort items with like popularity. + +A new sort axis of popularity is created to sort first on the weighted +average popularity of each record, followed by the query-specific +relevance available today. A new option is created in the drop-down +called _Most Popular_ that sorts on the combination of "activity metric" +(aka badge ranking, aka popularity) first and then the existing, stock +relevance ranking when those are equal. For instance, given two records +that both have a badge ranking of "4.5", they sort in the order of the +query relevance ranking that is calculated today as a tie breaker. +Those two records will sort above other records with lower badge +rankings regardless of what today's relevance ranking says about them. + +In addition, a new sort axis of _Popularity-Adjusted Relevance_ is +created that augments the normal Relevance sort with a normalized +popularity value by multiplying the base relevance by a value controlled +by a new global flag, generally set to a decimal number between 1 and 2. + +Finally, there will continue to be a pure _Relevance_ sort option, which +is the version that exists today. + +Administrators can comment out one of the available sort methods by +editing the filtersort.tt2 file.A global flag will allow Evergreen sites +to select a default sort method. + +===== Badge Configuration ===== + +Administrative interfaces to configure badges are only available in the web +client. Administrators can also configure badges directly via the database. + +Available Popularity Parameters available for badges include: + +* Holds Filled Over Time +* Holds Requested Over Time +* Current Hold Count +* Circulations Over Time +* Current Circulation Count +* Out/Total Ratio +* Holds/Total Ratio +* Holds/Holdable Ratio +* Percent of Time Circulating +* Bibliographic Record Age (days) +* Publication Age (days) +* Available On-Line (for e-books, etc) +* Copy Count + +Badges can be configured to apply to a targeted group of bibliographic records +based on the following available filters: + +* Record attribute +* Bibliographic source +* Circulation modifier +* Copy location group + +Badges can also be be restricted to materials owned by a specific organizational +unit. + +This new feature comes with a starter badge based on the top 97th percentile of +holds requested over the past five years. + +===== Display in the OPAC ===== + +NOTE: KCLS requires additional local customization for staff catalog display + +Ratings for records will be displayed in the catalog in the following ways: + +* On the record result page, the overall average popularity rating is displayed with a label of _Popularity_. + +* On the record detail page, each individual badge earned by the record is +displayed with its rating. + +===== New Global Flags ===== + +* **OPAC Default Sort (opac.default_sort)**: Identifies the default sort method +to be used in the catalog. + +* **Maximum popularity importance multiplier for popularity-adjusted relevance +searches (search.max_popularity_importance_multiplier):** A multiplier identifying +the importance of popularity in the Popularity-Adjusted Relevance ranked +searches. The number should be a decimal ranging between 1.0 and 2.0. The +default value is 1.1. + +More detailed information is available in the TechRef docs directory of the +Evergreen source code. + + +==== Bibliographic Record Source Now Copied to 901$s ==== +If a bibliographic record has a source set, the name of that source +is now copied to the 901$s whenever the record is created or updated. +This allows the source to be used for record matching and MARC +field queries. + + +==== Option to Update Bib Source and Edit Details on Record Import ==== +When importing records through the client, users will now have the ability to +define whether the bib source, last editor, and last edit date should be updated +on a record merge/overlay. + +In MARC Batch Import / Export, select the _Merge / Overlay_ tab. Each entry in +the table has a value in the new _Update bib. source_ column. If that value is +True, then the bib source, last editor, and last edit date will be updated. + +The two system-defined entries have been pre-set to appropriate values (Full +Overlay = true; Match-Only Merge = false). + + + +==== Bibliographic Fingerprint Improvements ==== +The bibliographic fingerprint will now incorporate subfields $n and $p from MARC +title fields to better distinguish among records of the same series that +may share the same title but have a different part. With this change, these +MARC records will no longer be grouped together in a 'Group Formats & Editions' +search. + +The bibliographic fingerprint was also changed to better distinguish among +the fields contributing to the fingerprint. This change will help the system +distinguish between a record for the movie _Blue Steel_ and another record for +the book _Blue_ written by Danielle Steel. + + + +==== New Access Points for MARC Merge/Overlay Profiles ==== +Catalogers can now select a MARC merge/overlay profile to apply when +merging records in the (browser client) record bucket merge and Z39.50 +record overlay interfaces. In both interfaces, if the user selects +a merge profile, the results of the merge are displayed, giving the +user the opportunity to choose a different merge profile or edit +the records involved prior to committing to the merge. + +A new library setting, "Default Merge Profile (Z39.50 and Record Buckets)", +specifies the merge profile to preselect in the new merge profile +selectors in the record bucket merge and Z39.50 overlay logs. The +selectors will also remember the last selection that the user made. + + +==== New Subject Browse Index Definitions ==== +New subject browse index definitions have been added that display the entire +heading as a unit with hyphens between terms instead of displaying individual +terms separately. + +For example, the browse heading for: + +=650 \0$aCats$zUnited States$vCorrespondence. + +will display in a single entry as: + +Cats -- United States -- Correspondence + +Rather than separate entries for Cats and United States. + +Name subjects will continue to display as separate entries because additional +work would be required for the heading to be punctuated correctly. + + + +==== Advanced Search Limiters Enhancement ==== + +NOTE: This would require additional local customization. + +Advanced search limiters will no longer propagate to the basic search box in +the catalog. Instead, the limiters applied to the search will appear underneath +the search box where they can be easily cleared by clicking an 'x.' On a small, +mobile device, the advanced search limiters can be seen by clicking an 'x filter +applied' link. + +The selected limiters will be applied to any search from the search bar until: + * The user actively removes the filters from the search or + * The user starts a new basic or advanced search from scratch. + + + +==== Links to Other Formats and Editions ==== + +NOTE: This would require additional local customization and requires +the use of metarecords. + +The record summary pages in the catalog will now link to other formats and +editions of a title. The links will allow users to quickly jump to another +format of the title or an edition written in another language. + + +==== Metarecord Search Improvements ==== +NOTE: This would require additional local customization and requires +the use of metarecords. + +This release brings several improvement to the Group Formats and Editions +search. + + * Limiters on the advanced search page can now be successfully applied to +Group Formats and Editions searches, + * Electronic resources are now retrievable through these searches, + * Paged navigation has improved. + + +==== RDA Improvements ==== + +NOTE: See if this requires local additions and/or if it's related to +https://kcevergreen.atlassian.net/browse/JBAS-1738 + + * Author fields are now normalized to strip ending periods so that authors from +RDA and non-RDA records are collapsed in browse and facet headings. + +==== RDA Improvements ==== + +NOTE: Requires local additions. + + * All author/contributor roles will now display in the record detail page. +Previously, some of the roles were omitted or were duplicated. + + +=== Circulation === + + +==== SIP Renewals ==== +Renewals attempted via SIP will now consider whether a penalty is configured +to block renewals before blocking the renewal. Previously, any penalty, even +if it wasn't set to block renewals, would prevent a renewal from succeeding +via SIP. + + + + +==== Email Checkout Receipts ==== + +NOTE: KCLS already has SCKO email receipts. + +This feature allows patrons to receive checkout receipts through email +at the circulation desk in the web client and in the Evergreen self-checkout +interface. Patrons need to opt in to receive +email receipts by default and must have an email address associated with their + account. Opt in can be staff mediated at the time of account creation or in +existing accounts. Patrons can also opt in directly in their OPAC account or +through patron self-registration. This feature does not affect the behavior of +checkouts from the XUL client or SIP2 devices. + +Patrons can opt in to receive email checkout receipts by default via +a new _Email checkout receipts by default_ patron setting. + +This feature also enhances the patron staging tables so that patron +settings can be chosen during self-registration. + +The web staff interface's checkout screen now includes a "Quick +Receipt" button that allows staff members to generate a receipt +at any time. + + + + + +==== Copy Status "Is Available" Flag ==== + +NOTE: KCLS has an early version of this featured called "Checkout OK". +NOTE: Will likely replace our custom version with the community version. + +A new boolean field is now available for copy statuses to indicate when copies +having a given status should be considered available. The field has 2 main +effects: + +1. Checking out an "available" copy will no longer result in an override-able + "COPY_NOT_AVAILABLE" alert for staff. The copy will checkout without + status warnings. + +2. "Available" copies will appear in catalog searches where "limit to + available" is selected as a search filter. + +By default, the "Available" and "Reshelving" statuses have the "Is Available" +flag set. The flag may be applied to local/custom statuses via the copy +status admin interface. + + +==== "Canceled Transit" Item Status ==== + +Previously, when a transit was aborted, the transited item would either go into +"Reshelving" status or would return to whatever status it was in when it went +into transit, even when the item itself was in a different status (including +"Checked out"). Now, for most transits that get aborted, the item is put into a +new status, "Canceled Transit", which signals to staff the actual state of the +item. This feature only affects items with a status of "In transit" and does +not affect items that were in the following statuses at the time they were sent +into transit: + +* Bindery +* Lost +* Missing +* On order +* ILL +* Damaged +* Long Overdue +* Lost and Paid +* Any custom statuses + +This change should help clear up confusing situations caused by the previous +"abort transit" behavior, such as items showing "Available" when they are actually +en route, and patrons' items mysteriously disappearing from their accounts and +showing "Available" at the item-owning library without evidence of check-in. + + +==== Display Copy Alerts With In-House-Use ==== + +Two library settings are used to control the display of copy alert +messages or copy location check in alerts when recording in-house-use +in Evergreen. + +Setting 'Display copy alert for in-house-use' to true for an +organization will cause an alert to appear with the copy's alert +message, if it has one, when recording in-house-use for the copy. + +Setting 'Display copy location check in alert for in-house-use' to true +for an organization will cause an alert to display a message +indicating that the item needs to be routed to its location if the +location has check in alert set to true. + +The settings are independent of one another because you may want to +display one and not the other when recording in-house-use. + + +==== Punctuation Insensitive Patron Search ==== + +NOTE: This may be browser client only. + +When performing a patron search, punctuation characters will be +ignored. So if the patron is named O'Brien, then you can enter Obrien, +O'Brien, O Brien, etc. in the search box. + +This behavior affects the Last Name (internally: family_name), First Name +(first_given_name), and Middle Name (second_given_name) fields of the search. + + +=== Administration === + +==== Reporter current circ view updates ==== + +KCLS: TODO: see if this affects us. + +The `reporter.classic_current_circ` view, which is part of some +extra views defined in `Open-ILS/src/sql/Pg/example.reporter-extension.sql`, +has been fixed to not exclude loans for patrons who do not have a +billing address set. Users of this view should rerun +`Open-ILS/src/sql/Pg/example.reporter-extension.sql` during upgrade. + + +== Evergreen 2.11/2.12 Full List of Bug Fixes == + +=== Evergreen 2.11.1 === +* A fix to that provides alphabetical sorting to the fund selector in +the Acquisitions Selection List -> Copies interface. +* A fix to the web client check in screen allowing users to click the +title of the checked-in item to retrieve the bib record for that item. +* The addition of a progress bar that displays when conducting a patron searchin the web client. +* A fix to the web client patron interface so that total Items Out in the +patron summary now includes overdue and long overdue items. It will also +include Lost and Claims Returned items when the appropriate library +setting is enabled. +* A change to the public catalog My Account screen where the font for +leading articles will now be smaller when sorting a list by title. +* A fix to subject links in the catalog's record summary page so that +periods are no longer stripped from resulting subject searches, leading +to more accurate results when those links are clicked. +* A fix to avoid unint warnings in the logs for prox_cache in +open-ils.circ.hold.is_possible. +* A fix to rounding errors that occurred when summing owed/paid totals +for display in the catalog's credit card payment form. +* A change to sort behavior in the My Account screens. Previously, a +third click on a column header returned the list to its original sort +order. Clicking column headers will now simply toggle the sort +between ascending and descending order. +* The Permalink option on the catalog's record summary page will now be +hidden in the staff client because clicking the link in the client led +to no discernible change for users. +* A fix to the display of permanent lists in the catalog, which had broken +in 2.11.0. +* A fix to the text of a notice that displays when migrating circulation +history during the upgrade to 2.10. +* An improvement to the performance for the lookup of a user's circ +history by adding an index on action.usr_circ_history(usr). +* A fix so that when a bib record's fingerprint changes, it gets correctly +moved to a different metarecord. + + +=== Evergreen 2.11.2 === +* A fix to the web client patron interface that changed the holds count in the +patron summary from total / available to available / total. +* A fix to an issue where the Closed Dates Editor was displaying an extra day of + closure. +* A fix to the Closed Dates Editor so that it now displays "All Day" when the +library is closed for the entire day. +* A fix to properly format LC Call numbers in spine label printing. +* A fix to a bug that was causing intermittent search failures. +* A fix to a bug that was causing search failures for Copy Location Group +searches. +* A fix to significant increased slowness with holds transfers. +* The addition of an index to the action.aged_circulation table to resolve a +problem with long-running queries. +* A fix to redirects that for one-hit metarecord searches for systems that +have enabled the setting to immediately jump to a bib record on one-hit searches. +* A fix to the new acquisitions cost field available in the copy editor to +resolve an issue where accidentally clearing out the value in the field resulted +in an error. +* A fix to a bug that broke the Alternate Printable Hold Pull List and Vandelay +uploads on systems that were running OpenSRF 2.5. + + +=== Evergreen 2.11.3 === +* A fix to correctly apply floating group settings when performing +no-op checkins. +* An improvement to the speed of looking up patrons by their username; +this is particularly important for large databases. +* A fix to properly display the contents of temporary lists ('My List') in the +public catalog, as well as a fix of the HTML coding of that page. +* A fix to the Spanish translation of the public catalog that could +cause catalog searches to fail. +* A fix of a problem where certain kinds of requests of information +about the organizational unit hierarchy to consume all available +`open-ils.cstore` backends. +* A fix to allow staff to use the 'place another hold' link without +running into a user interface loop. +* A fix to the 'Edit Due Date' form in the web staff client. +* A fix to the definition of the stock 'Full Overlay' merge profile. +* A fix to sort billing types in alphabetical order in the web staff +client. +* A fix to the display of the popularity score in the public catalog. +* A fix to the 'return to grouped search results' link in the public +catalog. +* A fix to allow pre-cat checkouts in the web staff client without requiring +a circulation modifier. +* A fix to how Action/Trigger event definitions with nullable grouping +fields handle null values. +* Other typo and documentation fixes. + +=== Evergreen 2.11.4 === +* A fix to avoid fetching and creating EDI message entries that the +system cannot parse. +* A fix to prevent staff users from marking a long overdue item as lost +so that the patron will not be billed twice for the same item. +* A fix to the link that is used on the catalog's Library Info page so +that links with anchors can be successfully retrieved. +* A replacement for the blank fallback image used when the catalog cannot +retrieve an added content book cover. +* An EDI fix that prevents EDI fetcher from crashing when the vendor +supplies a zero-length file. +* A fix to an issue where adjusting a bill to zero for a current checkout +prematurely closes the transaction. +* A fix to encoding problems in MODS output. These problems caused issues +when using Zotero with records in the catalog. +* A fix to Evergreen self-check to accept the user name value when a barcode +regex has been configured for the system. +* A fix to duplicate name checking in the patron registration screen so that +clicking the "Found x patron(s) with same name" link will retrieve potential +duplicate inactive patrons. +* A fix to the bower install step used when installing the web staff client. +* A fix that marks a hold as fulfilled when staff check out a hold- +captured item for a hold whose expire time is in the past. +* A change to the acquisitions funding source funds drop down menu so that +the menu will now only display active funds and will also display the +year alongside the fund. +* A fix to a problem where the Current Bills tab of the patron record +showed duplicate charges when a check in was done from the Items Out tab. +* A fix that hides the option to add to My Lists from the staff client +since this functionality does not work as expected in the staff client. +* A change to the fund year selectors in acq interfaces so that the years +are sorted in descending order. +* A fix to a billing issue where transactions were not re-opened after +they acquired a non-zero balance at check in. +* A change to the default pickup library when staff place a hold. The place hold +screen will now default to the preferred pickup location for the patron. If the +patron does not have a preferred pickup location, it will default to the +patron's home library. +* The ability to skip the XUL staff client build when in make_release. +* A fix that silences a log warning that appears for every checkout where a hard +due date is not used. + + +=== Evergreen 2.11.5 === +* A fix to remove the Chilifresh patron reviews header for Evergreen sites +that do not use Chilifresh. +* A fix that marks acquisitions POs as received when all line items on the +PO are received or canceled. +* A typo fix to the long overdue override permission that prevented staff +from being able to override long overdue check ins. +* A fix to use a library's configured currency in SIP patron responses +instead of always using US dollars. +* A fix to SIP timeouts caused by invalid sessions +* A fix that allows boolean fields to be recognized in queries to the +Z39.50 server. +* A fix to use the correct method during adjust to zero on negative +balances. +* A correction to the datatype for the Vandelay Default Record Match Set +setting. +* The removal of the _Keep_ field from MARC Batch Import Item Attributes. +The field was not previously implemented. +* A fix to set the complete time value for grouped Action/Trigger events +when an event's state reach complete, consistent with non-grouped events. +* A fix to a bug in the rollover_phone_to_print.pl script that kept failed +call files from being moved. +* A new index for acq.edi_message that speeds up the check for duplicate +EDI messages. +* A fix that ensures JSON strings are converted to UTF8, ensuring that +non-ASCII data display correctly. +* A fix to avoid an erroneous unsaved data popup to appear during MARC +record creation. + + +=== Evergreen 2.11.6 === + +* Code to prevent a hold already on the Holds Shelf from being +transferred to another title. +* A fix to a bug that prevented users from scheduling reports with a +relative month if the report template used a date that applied the Year + +Month transform with the On or After (>=) operator. +* A fix to a bug where the max fines threshold was reached prematurely +due to the presence of account adjustments. +* A check that prevents a SMS message from sending if the SMS carrier +is null. + + +=== Evergreen 2.11.7 === + +* Improvements to CSS to silence some Mozilla extension warnings. +* A fix to a failure to update targeted circulations when utilzing the recall +functionality. +* The addition of text wrapping in the copy details table on the bib +record to prevent contents from falling off the page. +* A fix to the adjust to zero option so that it can be applied correctly +to multiple billings. +* A fix to the "Hold/Copy Ratio per Bib and Pickup Library +(and Descendants)" data source so that it will now include counts of eligible +copies at locations that are not a pickup library for bib's holds. + + +=== Evergreen 2.11.8 === + +* Hides the _Hold is Behind Circ Desk_ checkbox in the XUL client's patron +registration screen for those libraries that have not enabled Behind Desk Pickup +support via the Library Settings Editor +* Adds a missing error string that appears when marking an item damaged from +an aged circulation. +* Changes the hold request form so that it no longer defaults to the first SMS +carrier for text notifications. +* Adds a requirement for users to enter a phone/SMS number when they have +enabled that notification method on the hold request form. +* Changes the URL pointing to catalog images, CSS and javascript files to a full +absolute URL instead of the relative URL previously used. This change fixes an +issue with the Open Graph image property, which requires a full URL. +* Fixes an issue where payment amounts sent to Stripe can be one cent less than +the actual Evergreen payment. + + +=== Evergreen 2.12.1 === + +* A fix to the 2.12 upgrade of the subject|temporal and subject|geographic +indexes, where the above-mentioned browse indexes were not turned off in favor +of new browse versions of the indexes. Sites that are upgrading from 2.12.0 +can cancel the browse reingest that comes with the new upgrade script. +* A change to the default pickup library when staff place a hold. The place hold +screen will now default to the preferred pickup location for the patron. If the +patron does not have a preferred pickup location, it will default to the +patron's home library. +* A fix to a problem where users could not change the selected Org Unit on the +MARC Tag Tables server admin page. +* A fix to the seed data for translations for some Coded Value Map entries. +* The ability to skip the XUL staff client build when in make_release. +* Revised layout and styling for the advanced search limiter block that displays +on the search results page. +* A fix that silences a log warning that appears for every checkout where a hard +due date is not used. +* Tweaks for sounds that are used in the web staff client. +* The addition of f4 and ctrl-f2 as hotkeys in the web staff client. +* Additional help text for receipt templates in the web staff client. +* The reinstatement of the Reprint Last Receipt functionality in the web staff client. +* The ability in the web staff client copy editor to add new volumes to +libraries that were not selected in holdings view. +* A fix to a billing issue where transactions were not re-opened after they +acquired a non-zero balance at check in. +* A change to the web staff client work log to prevent it from storing +unnecessary data. +* A fix to a translation issue for the record attributes displayed in the +advanced search limiter block on the search results page. +* A fix to hold targeting for metarecord holds when the new hold targeter is +run in parallel mode. + + +=== Evergreen 2.12.2 === + +* A fix to remove the Chilifresh patron reviews header for Evergreen sites +that do not use Chilifresh. +* A fix that marks acquisitions POs as received when all line items on the +PO are received or canceled. +* A typo fix to the long overdue override permission that prevented staff +from being able to override long overdue check ins. +* A fix to use a library's configured currency in SIP patron responses +instead of always using US dollars. +* A fix to SIP timeouts caused by invalid sessions +* A fix that allows boolean fields to be recognized in queries to the +Z39.50 server. +* A fix to use the correct method during adjust to zero on negative +balances. +* A correction to the datatype for the Vandelay Default Record Match Set +setting. +* The removal of the _Keep_ field from MARC Batch Import Item Attributes. +The field was not previously implemented. +* A fix to set the complete time value for grouped Action/Trigger events +when an event's state reach complete, consistent with non-grouped events. +* A fix to a bug in the rollover_phone_to_print.pl script that kept failed +call files from being moved. +* A new index for acq.edi_message that speeds up the check for duplicate +EDI messages. +* A fix that ensures JSON strings are converted to UTF8, ensuring that +non-ASCII data display correctly. +* A fix to avoid an erroneous unsaved data popup to appear during MARC +record creation. +* A typo fix in the web client's bill payment receipt template. +* A correction to ebook account links on the My Account Summary page. +* Improved responsive design for the ebook My Account screens so that +they display better on mobile devices. +* A fix to a bug that prevented a patron opt-in dialog from loading. +* The RTL stylesheet for the public catalog, +`templates/opac/css/style-rtl.css.tt2`, has been merged into the LTR +one (`templates/opac/css/style.css.tt2`). The combined stylesheet +template will emit RTL or LTR styles based on the value of +the `rtl` flag of the active locale. An `rtl` variable is also available +in the template to allow the correct style to be chosen. +* A fix to leaking of the internal port number to the client when +Apache is configured to use nonstandard ports in combination with a proxy +server. +* The addition of the vandelay.auto_overlay_bib_record upgrade script, +which was missed in a 2.1-2.2 era upgrade script. It isn't necessary for +sites that began using Evergreen since then to run the script, but +it is harmless to run. +* A web staff client fix that will hid the behind-desk option for +for libraries that do not support "Behind Desk Pickup". +* A web staff client fix that caused hold transit check ins to fail +silently when the transit destination does not have a holds address. +* A web staff client fix that now requires the entry of user statistical +categories in the patron editor if those stat cats are configured to +be required. +* A fix to a problem with the "Exclude Electronic Resources" checkbox +that prevented users from removing a selection from the box. +* The removal of the search format limiters from the new advanced search +limiter block on the search results page. The search format limiters +should not display there because they can be selected from the search bar. + + +=== Evergreen 2.12.3 === + +* Code to prevent a hold already on the Holds Shelf from being +transferred to another title. +* A fix to a bug that prevented users from scheduling reports with a +relative month if the report template used a date that applied the Year + +Month transform with the On or After (>=) operator. +* A fix to a bug where the max fines threshold was reached prematurely +due to the presence of account adjustments. +* A check that prevents a SMS message from attempting to sending when the SMS +carrier is null. +* For systems that provide search format as a filter on the advanced +search page, a fix so that the format selected in the search bar when +launching a new search from the results page overrides any previously-set +formats. +* The addition of an optional new Apache/mod_perl configuration variable for +defining the port Apache listens on for HTTP traffic. This resolves an issue +where added content lookups attempting HTTP requests on the local Apache +instance on port 80 failed because Apache was using non-standard ports. +* A fix to the public catalog's My List page responsive design so that it now +displays properly on mobile devices and allows users to place holds from My List. +* A fix to a bug where the second (and subsequent) +pages of search results in the public catalog (when group +formats and editions is in effect) does not correctly generate +links to hits that are not part of of a multi-bib metarecords. + + + +=== Evergreen 2.12.4 === + +* A fix to a web client bug where adding copies through the _Add Volumes +and Copies_ menu item could fail silently. +* A fix to a bug that allowed users to access some web client admin interfaces +without a login. +* A fix to the display of the loan duration and fine level fields in the web +client Item Status Detail view. +* A fix to the display of duplicate data on the bib record View Holds page when +toggling between the holds and OPAC view. +* A fix to a bug that prevented the web client patron registration page from +loading. +* Support for Org Unit Includes alert text, notice text, event text, header +text, and footer text in the web client print templates. +* A fix to make the web client MARC Editor's flat text editor selection sticky. +* A fix to make the Patron Search library selector sticky. +* A fix to a bug in the web client that prevented the user from saving a new +copy after using the MARC Edit _Add Item_ option. +* A fix to a patron registration bug that did not require the entry of a required +user statistical category for stat cats that do not allow free-text entries. +* The addition of the bad bacode image file in the web client. +* An improvement to the MARC Batch Edit progress indicator to reduce the +likelihood of system backlogs. +* Downloading checkout history as a CSV from My Account has been fixed +for users with a large circulation history. Previously, this would +time out for patrons with more than 100 or so circulations. +* A fix to syntax in the Spanish lang.dtd file that was creating an error +when using the Closed Date Editor. +* Improvements to CSS to silence some Mozilla extension warnings. +* A fix to a failure to update targeted circulations when utilzing the recall +functionality. +* The addition of text wrapping in the copy details table on the bib +record to prevent contents from falling off the page. +* A fix to the adjust to zero option so that it can be applied correctly +to multiple billings. +* A fix to the "Hold/Copy Ratio per Bib and Pickup Library +(and Descendants)" data source so that it will now include counts of eligible +copies at locations that are not a pickup library for bib's holds. +* A fix to the XUL client Item Status -> Alternate View -> Holds / Transit +tab so that it properly refreshes all data when switching between copies. + + +=== Evergreen 2.12.5 === + +* Hides the _Hold is Behind Circ Desk_ checkbox in the XUL client's patron +registration screen for those libraries that have not enabled Behind Desk Pickup +support via the Library Settings Editor +* Adds a missing error string that appears when marking an item damaged from +an aged circulation. +* Changes the hold request form so that it no longer defaults to the first SMS +carrier for text notifications. +* Adds a requirement for users to enter a phone/SMS number when they have +enabled that notification method on the hold request form. +* Changes the URL pointing to catalog images, CSS and javascript files to a full +absolute URL instead of the relative URL previously used. This change fixes an +issue with the Open Graph image property, which requires a full URL. +* Fixes an issue where payment amounts sent to Stripe can be one cent less than +the actual Evergreen payment. +* Fixes an issue where the open-ils.storage OpenSRF module fails to start when +using perl 5.24 or higher. +* Fixes a problem in the web client where marking a transaction as claims +returned or claims never checked out at the same time the patron's record is +edited would not increase the count once the patron's record is saved. +* Changes the cursor to a pointer for the record menus in the web client. +* Fixes hardcoded patchs in srfsh support scripts. +* Prevents a "Use of freed value in iteration" error that appeared in logs when +adjusting a transaction to zero. +* Prevents the temporary list page from crashing when a user adds the same title +to the list more than once. +* Removes duplicate rows from localized 950.data.seed-values.sql files. +* Fixes the following two issues with conjoined items: + - Foreign items previously did not display there was no extra copy attached +to the bib record. + - Conjoined items did not display unless there were two or more items in a +set. +* Fixes an issue in the web client where the Hold Verify prompt did not display +for items in a Copy Location where the hold verify flag is enabled. +* Fixes support for automatic item barcode completion in the web client check in, +check out, renew, and item status interfaces. +* Makes the courier code variable available for transit slips in the web client. +* Fixes the ability to apply funds from the acquisitions selection list, +View/Place Order, and MARC Federated Search interfaces. + + +=== Evergreen 2.12.6 === + +* Removes the option to add a title to My List from Group Formats and +Editions searches where the option never worked correctly due to a bad id. + +* Removes deleted shelving locations from the web client's volume/copy +editor. Since there is no database constraint that prevents a copy +from a deleted shelving location, if there are already copies attached +to those shelving locations, the copy location selector will be +blank. Evergreen admins can identify those items by running the +following query: + +---- +select acp.id, acp.barcode, acpl.name +from asset.copy acp +join asset.copy_location acpl on (acpl.id = acp.location) +where not acp.deleted +and acpl.deleted +order by acp.id; +---- +* Adds the patron opt-in check in the web client whenever a patron is retrieved +by barcode scan, patron search, or item circ history. +* Fixes a bug where the price and acquisitions cost fields did not display +their values. +* Fixes a bug where a patron's circulation history no longer moved to the lead +account when merging patron accounts. +* Now hides the ebook tabs in My Account for sites that have not yet enabled the +Ebook API service. +* Trims spaces from patron barcodes in the web client check out interface. +* Makes a string in the holds validation alert translatable. +* Fixes a bug that prevented the web client patron registration screen from +loading when there is an opt-in action triggers, such as the email checkout +receipt, t set to be a registration default. +* Fixes a bug where barcode validation in the web client patron editor was +using the incorrect regular expression. +* Replaces an empty string in the mobile carrier dropdown menu with a 'Please +select your mobile carrier' label to improve usability and resolve a problem +with translations. +* Restores the ability to display a photo in the web client patron editor for +accounts that have an actor.usr.photo_url. +* Fixes a Firefox display issue in the web client that occurred when retrieving +a bib record by TCN when the MARC Edit tab was set as the default view. +* Fixes an bug where setting a patron's default pickup location in the web +client patron editor inadvertently changed the home library. It also disables +any locations that are not viable pickup locations. +* Fixes a bug where a misscan in a copy bucket failed silently. + +=== Evergreen 2.12.7 === + +* Fixes a bug in the web staff client that prevented initials from being +stored with copy notes. +* Adds billing types that may have been missed by systems that were +running Evergreen prior to the 1.4 release. +* Fixes a web staff client bug with the CSV export option available from +the Import Queue in the MARC Batch Import/Export interface. +* Adds the missing copy alert field in the web client's volume/copy +editor. +* Fixes a bug where the setting to require date of birth in patron +registration was not being honored in the web staff client. +* Fixes a bug in the web staff client patron registration form where the +password wasn't generating from the last four digits of the patron's +phone number. +* Fixes an issue in the web staff client where the complete barcode did +not display in some interfaces when partial barcodes were scanned. + +=== Evergreen 2.12.8 === + +* Many patron fields have been redacted from the web staff client's patron +and record holds grids, leaving patron name, username, and ID. +* Fixes two bugs where patron records could fail to be saved upon editing. +* The patron summary in the web staff client now correctly displays +primary and secondary ID values. +* Patron barcode search completion in the web staff client now allows +the user to select from all of the matching patron records. +* The web staff print templates for current and historical bills can +now include copy barcode and title. +* Fixes a bug that resulted in some catalog searches unexpectedly +timing out. +* Fixes a bug where placing a hold request in the public catalog could result +in "forgetting" the type and library of the user's previous search. +* Fixes a bug that made using the volume/copy editor to change a copy's +price problematic. +* The administration interface for hard due dates now ensures that +new (or edited) ceiling dates have their time component set to end +of day, resolving an issue where ceiling dates would not be applied +during the ceiling date itself. +* Asset merging during bibliographic record merging now correctly +recognizes call number prefixes and suffixes and deletes disused +call number records. +* The Concerto sample data set now includes data allowing for testing +placing holds on monographic parts. +* Fixes a bug where displaying user surveys could result in PCRUD +drone starvation. +* Fixes a bug where pg_restore of an Evergreen database could fail +to create certain indexes on the `actor.usr` table. + +