From: Bill Erickson Date: Fri, 9 Dec 2016 16:47:18 +0000 (-0500) Subject: JBAS-1446 KCLS 2.8/2.9 Release notes X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=e691a0a7e25d7400af1347d6070bc02cf013a4a8;p=working%2FEvergreen.git JBAS-1446 KCLS 2.8/2.9 Release notes Signed-off-by: Bill Erickson --- diff --git a/KCLS/docs/RELEASE_NOTES_2.8_AND_2.9_KCLS.adoc b/KCLS/docs/RELEASE_NOTES_2.8_AND_2.9_KCLS.adoc new file mode 100644 index 0000000000..491bd0f6da --- /dev/null +++ b/KCLS/docs/RELEASE_NOTES_2.8_AND_2.9_KCLS.adoc @@ -0,0 +1,890 @@ += 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. +