From 599a0689f728f4fc392634587bde1a6d7c1e2f50 Mon Sep 17 00:00:00 2001 From: Robert Soulliere <rsoulliere@libdog.mohawkcollege.ca> Date: Tue, 9 Nov 2010 11:18:27 -0500 Subject: [PATCH] Add index terms. --- 1.6/development/actiontriggers.xml | 315 ++++++++++++++++ 1.6/development/booking.xml | 196 ++++++++++ 1.6/intro/releasenotes.xml | 715 +++++++++++++++++++------------------ 3 files changed, 869 insertions(+), 357 deletions(-) create mode 100644 1.6/development/actiontriggers.xml create mode 100644 1.6/development/booking.xml diff --git a/1.6/development/actiontriggers.xml b/1.6/development/actiontriggers.xml new file mode 100644 index 0000000000..0d532a51b7 --- /dev/null +++ b/1.6/development/actiontriggers.xml @@ -0,0 +1,315 @@ +<?xml version="1.0" encoding="utf-8"?> +<chapter xml:id="actiontriggers" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN" + xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink"> + <info> + <title>Action Triggers</title> + </info> + <para>Action Triggers were introduced to Evergreen in 1.6. They allow administrators the ability to set up actions for specific events. They are useful for notification events such as + hold notifications.</para> + + + <para>To access the Action Triggers module, select + <menuchoice> + <guimenu>Admin</guimenu> + <guisubmenu>Local Administration</guisubmenu> + <guisubmenu>Notifications / Action triggers</guisubmenu> + </menuchoice> + </para> + <note><para>You must have Local Administrator permissions to access the Action Triggers module.</para></note> + <para>You will notice four tabs on this page: <guilabel><link linkend="eventdefinitions">Event Definitions</link></guilabel>, <guilabel><link linkend="Hooks">Hooks</link></guilabel>, + <guilabel><link linkend="Reactors">Reactors</link></guilabel> and <guilabel><link linkend="Validators">Validators</link></guilabel>.</para> + + <section xml:id="eventdefinitions"> + <title>Event Definitions</title> + <para><guilabel>Event Definitions</guilabel> is the main tab and contains the key fields when working with action triggers. These fields include:</para> + <table xml:id="eventdefinitionstable"> + <title>Action Trigger Event Definitions</title> + <tgroup cols="2"> + <colspec colnum="1" colname="col1" colwidth="1.0*"/> + <colspec colnum="2" colname="col2" colwidth="3.0*"/> + <thead> + <row> + <entry>Field</entry> + <entry>Description</entry> + </row> + </thead> + <tbody> + <row> + <entry><guilabel>Owning library</guilabel></entry> + <entry>The shortname of the library for which the action / trigger / hook is defined.</entry> + </row> + <row> + <entry><guilabel>Name</guilabel></entry> + <entry>The name of the trigger event, that links to a trigger event environment containing a set of fields + that will be returned to the <link linkend="Validators">Validators</link> / <link linkend="Reactors">Reactors</link> for processing.</entry> + </row> + <row> + <entry><guilabel><link linkend="Hooks">Hooks</link></guilabel></entry> + <entry>The name of the trigger for the trigger event. The underlying action_trigger.hook table defines the Fieldmapper + class in the core_type column off of which the rest of the field definitions <quote>hang</quote>. </entry> + </row> + <row> + <entry><guilabel>Enabled</guilabel></entry> + <entry>Sets the given trigger as enabled or disabled. This must be set to enabled for the Action trigger to run.</entry> + </row> + <row> + <entry><guilabel>Processing Delay</guilabel></entry> + <entry>Defines how long after a given trigger / hook event has occurred before the associated action (<quote>Reactor</quote>) + will be taken.</entry> + </row> + <row> + <entry><guilabel>Processing Delay Field</guilabel></entry> + <entry>Defines the field associated with the event on which the processing delay is calculated. For example, the processing delay + context field on the hold.capture hook (which has a core_type of ahr) is <emphasis>capture_time</emphasis>.</entry> + </row> + <row> + <entry><guilabel>Processing Group Context Field</guilabel></entry> + <entry>Used to batch actions based on its associated group.</entry> + </row> + <row> + <entry><guilabel><link linkend="Validators">Validators</link></guilabel></entry> + <entry>The subroutines receive the trigger environment as an argument (see the linked <emphasis>Name</emphasis> for + the environment definition) and returns either <emphasis>1</emphasis> if the validator is <emphasis>true</emphasis> or <emphasis>0</emphasis> + if the validator returns <emphasis>false</emphasis>.</entry> + </row> + <row> + <entry><guilabel><link linkend="Reactors">Reactors</link></guilabel></entry> + <entry>Links the action trigger to the Reactor.</entry> + </row> + <row> + <entry><guilabel>Max Event Validity Delay</guilabel></entry> + <entry>Define the threshold for how far back the action_trigger_runner.pl script should reach to generate + a batch of events.</entry> + </row> + </tbody> + </tgroup> + </table> + + <procedure> + <title>Creating New Action Triggers</title> + <step> + <para>From the top menu, select + <menuchoice> + <guimenu>Admin</guimenu> + <guisubmenu>Local Administration</guisubmenu> + <guisubmenu>Notifications / Action triggers</guisubmenu> + </menuchoice> + </para> + </step> + <step><para>Click on the <guibutton>New</guibutton> button.</para></step> + <step><para>Select an <guilabel>Owning Library</guilabel>.</para></step> + <step><para>Create a unique <guilabel>Name</guilabel> for your new action trigger.</para></step> + <step><para>Select the <guilabel>Hook</guilabel>.</para></step> + <step><para>Check the <guilabel>Enabled</guilabel> check box.</para></step> + + <step><para>Create a unique <guilabel>Name</guilabel> for your new action trigger.</para></step> + <step><para>Set the <guilabel>Processing Delay</guilabel> in the appropriate format. Eg. <emphasis class="bold">7 days</emphasis> to run 7 days from the trigger event + or <emphasis class="bold">00:01:00</emphasis> to run 1 hour after the <guilabel>Processing Delay Context Field</guilabel>.</para></step> + <step><para>Set the <guilabel>Processing Delay Context Field</guilabel> and <guilabel>Processing Group Context Field</guilabel>.</para></step> + <step><para>Select the <guilabel>Validator</guilabel>, <guilabel>Reactor</guilabel>, <guilabel>Failure Cleanup</guilabel> and <guilabel>Success Cleanup</guilabel>. + </para></step> + <step><para>Set the <guilabel>Processing Delay Context Field</guilabel> and <guilabel>Processing Group Context Field</guilabel>.</para></step> + <step preformance="optional"><para>Enter text in the <guilabel>Template</guilabel> text box if required. These are for email messages. Here is an sample + template for sending 90 day overdue notices:</para> +<programlisting><![CDATA[ +[%- USE date -%] +[%- user = target.0.usr -%] +To: robert.soulliere@mohawkcollege.ca +From: robert.soulliere@mohawkcollege.ca +Subject: Overdue Notification + +Dear [% user.family_name %], [% user.first_given_name %] +Our records indicate the following items are overdue. + +[%- USE date -%] +[%- user = target.0.usr -%] +To: robert.soulliere@mohawkcollege.ca +From: robert.soulliere@mohawkcollege.ca +Subject: Overdue Items Marked Lost + +Dear [% user.family_name %], [% user.first_given_name %] +The following items are 90 days overdue and have been marked LOST. +[%- params.recipient_email || user.email %][%- params.sender_email || default_sender %] +[% FOR circ IN target %] + Title: [% circ.target_copy.call_number.record.simple_record.title %] + Barcode: [% circ.target_copy.barcode %] + Due: [% date.format(helpers.format_date(circ.due_date), '%Y-%m-%d') %] + Item Cost: [% helpers.get_copy_price(circ.target_copy) %] + Total Owed For Transaction: [% circ.billable_transaction.summary.total_owed %] + Library: [% circ.circ_lib.name %] +[% END %] + + +[% FOR circ IN target %] + Title: [% circ.target_copy.call_number.record.simple_record.title %] + Barcode: [% circ.target_copy.barcode %] + Due: [% date.format(helpers.format_date(circ.due_date), '%Y-%m-%d') %] + Item Cost: [% helpers.get_copy_price(circ.target_copy) %] + Total Owed For Transaction: [% circ.billable_transaction.summary.total_owed %] + Library: [% circ.circ_lib.name %] +[% END %] +]]> +</programlisting> + </step> + <step><para>Once you are satisfied with your new event trigger , click the <guibutton>Save</guibutton> button located at the bottom of the + form</para></step> + </procedure> + <tip><para>A quick and easy way to create new action triggers is to clone an existing action trigger.</para></tip> + <procedure> + <title>Cloning Existing Action Triggers</title> + <step> + <para>Check the check box next to the action trigger you wish to clone</para> + </step> + <step> + <para>Click the <guibutton>Clone Selected</guibutton> on the top left of the page.</para> + </step> + <step> + <para>An editing window with open. Notice that the fields will be populated with content from the cloned action trigger. Edit as necessary and + give the new action trigger a unique <guilabel>Name</guilabel>.</para> + </step> + <step> + <para>Click <guilabel>Save</guilabel>.</para> + </step> + </procedure> + <procedure> + <title>Editing Action Triggers</title> + <step> + <para>Check the check box next to the action trigger you wish to delete</para> + </step> + <step> + <para>Click the <guibutton>Delete Selected</guibutton> on the top left of the page.</para> + </step> + </procedure> + + <note><para>Before deleting an action trigger, you should consider disabling it through the editing form. This way you can simply enable it if you decide that you would like to use + the action trigger in the future.</para></note> + <procedure> + <title>Deleting Action Triggers</title> + <step> + <para>Check the check box next to the action trigger you wish to delete</para> + </step> + <step> + <para>Click the <guibutton>Delete Selected</guibutton> on the top left of the page.</para> + </step> + </procedure> + </section> + <section xml:id="Hooks"> + <title>Hooks</title> + <para><guilabel>Hooks</guilabel> define the Fieldmapper class in the core_type column off of which the rest of the field definitions <quote>hang</quote>.</para> + <table xml:id="Hookstable"> + <title>Hooks</title> + <tgroup cols="2"> + <colspec colnum="1" colname="col1" colwidth="1.0*"/> + <colspec colnum="2" colname="col2" colwidth="3.0*"/> + <thead> + <row> + <entry>Field</entry> + <entry>Description</entry> + </row> + </thead> + <tbody> + <row> + <entry><guilabel>Hook Key</guilabel></entry> + <entry>A unique name given to the hook.</entry> + </row> + <row> + <entry><guilabel>Core Type</guilabel></entry> + <entry>Used to link the action trigger to the IDL class in fm_IDL.xml</entry> + </row> + <row> + <entry><guilabel>Description</guilabel></entry> + <entry>Text to describe the purpose of the hook. </entry> + </row> + <row> + <entry><guilabel>Passive</guilabel></entry> + <entry>Indicates whether or not an event is created by direct user action or is circumstantial.</entry> + </row> + </tbody> + </tgroup> + </table> + <para>You may also create, edit and delete Hooks but the <guilabel>Core Type</guilabel> must refer to an IDL class in the fm_IDL.xml file.</para> + </section> + <section xml:id="Reactors"> + <title>Reactors</title> + <para><guilabel>Reactors</guilabel> link the trigger definition to the action to be carried out.</para> + <table xml:id="Reactorstable"> + <title>Action Trigger Reactors</title> + <tgroup cols="2"> + <colspec colnum="1" colname="col1" colwidth="1.0*"/> + <colspec colnum="2" colname="col2" colwidth="3.0*"/> + <thead> + <row> + <entry>Field</entry> + <entry>Description</entry> + </row> + </thead> + <tbody> + <row> + <entry><guilabel>Module Name</guilabel></entry> + <entry>The name of the Module to run if the action trigger is validated. It must be defined as a subroutine in + <filename>/openils/lib/perl5/OpenILS/Application/Trigger/Reactor.pm</filename> or as a module + in <filename>/openils/lib/perl5/OpenILS/Application/Trigger/Reactor/*.pm</filename>.</entry> + </row> + <row> + <entry><guilabel>Description</guilabel></entry> + <entry>Description of the Action to be carried out.</entry> + </row> + </tbody> + </tgroup> + </table> + <para>You may also create, edit and delete Reactors. Just remember that their must be an associated subroutine or module in the Reactor Perl module.</para> + </section> + <section xml:id="Validators"> + <title>Validators</title> + <para><guilabel>Validators</guilabel> set the validation test to be preformed to determine whether the action trigger is executed.</para> + <table xml:id="Validatorstable"> + <title>Action Trigger Validators</title> + + <tgroup cols="2"> + <colspec colnum="1" colname="col1" colwidth="1.0*"/> + <colspec colnum="2" colname="col2" colwidth="3.0*"/> + <thead> + <row> + <entry>Field</entry> + <entry>Description</entry> + </row> + </thead> + <tbody> + <row> + <entry><guilabel>Module Name</guilabel></entry> + <entry>The name of the subroutine in + <filename>/openils/lib/perl5/OpenILS/Application/Trigger/Reactor.pm</filename> to validate the action trigger.</entry> + </row> + <row> + <entry><guilabel>Description</guilabel></entry> + <entry>Description of validation test to run.</entry> + </row> + </tbody> + </tgroup> + </table> + <para>You may also create, edit and delete Validators. Just remember that their must be an associated subroutine in the <filename>Reactor.pm</filename> Perl module.</para> + </section> + <section xml:id="ProcessingActionTriggers"> + <title>Processing Action Triggers</title> + <para>To run the action triggers, an Evergreen administrator will need to run the trigger processing script <command>/openils/bin/action_trigger_runner.pl + <option>--process-hooks</option> <option>--run-pending</option></command>. This should be set up as a cron job to run + periodically.</para> + <para>You have several options when running the script:</para> + <itemizedlist> + <listitem><option>--run-pending</option>: Run the pending events.</listitem> + <listitem><option>--process-hooks</option>: Create hook events</listitem> + <listitem><option>--osrf-config=[<varname>config_file</varname>]</option>: OpenSRF core config file. Defaults to: + <filename>/openils/conf/opensrf_core.xml</filename>.</listitem> + <listitem><option>--custom-filters=[<varname>filter_file</varname>]</option>: File containing a JSON Object which describes any hooks that should + use a user-defined filter to find their target objects. Defaults to: <filename>/openils/conf/action_trigger_filters.json</filename></listitem> + <listitem><option>--max-sleep=[<varname>seconds</varname>]</option>: When in process-hooks mode, wait up to [<varname>seconds</varname>] for the lock file to go away. + Defaults to 3600 (1 hour).</listitem> + <listitem><option>--hooks=hook1[,hook2,hook3,...]</option>: Define which hooks to create events for. If none are defined, it defaults to the list of hooks defined + in the <option>--custom-filters</option> option.</listitem> + <listitem><option>--debug-stdout</option>: Print server responses to stdout (as JSON) for debugging.</listitem> + <listitem><option>--lock-file=[<varname>file_name</varname>]</option>: Sets the lock file for the process.</listitem> + <listitem><option>--help</option>: Show help information.</listitem> + </itemizedlist> + </section> +</chapter> + diff --git a/1.6/development/booking.xml b/1.6/development/booking.xml new file mode 100644 index 0000000000..2e61316a16 --- /dev/null +++ b/1.6/development/booking.xml @@ -0,0 +1,196 @@ +<?xml version='1.0' encoding='UTF-8'?> +<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude" + xmlns:xl="http://www.w3.org/1999/xlink" version="5.0" xml:id="UsingtheBookingModule"> + <info> + <title>Using the Booking Module</title> + <abstract> + <para>The Evergreen booking module is included in Evergreen 1.6.1.x and above. The following chapter will help staff create reservations for cataloged and non- + bibliographic items; create pull lists for reserved items; capture resources; and pick up and + return reservations. +</para> + </abstract> + </info> + <section xml:id="CreatingaReservation"> + <title>Creating a Booking Reservation</title> + <para>Only staff members can create reservations. To initiate a reservation, staff can + <itemizedlist> + <listitem>search the catalog,</listitem> + <listitem>enter a patron record,</listitem> + <listitem>or use the booking module.</listitem> + </itemizedlist> + </para> + <simplesect> + <title>Search the catalog to create a reservation</title> + <procedure> + <step><para>In the staff client, select <menuchoice><guimenu>Search</guimenu> <guimenuitem>Search the Catalog</guimenuitem> + </menuchoice></para></step> + <step><para>Search for the item to be booked.</para></step> + <step><para>Click <guibutton>Submit Search</guibutton>.</para></step> + <step><para>A list of results will appear. Select the title of the item to be reserved.</para></step> + <step><para>After clicking the title, the record summary appears. Beneath the record summary, + the copy summary will appear. In the <guilabel>Actions</guilabel> column, select <guibutton>Copy Details</guibutton>.</para></step> + + <step><para>The <guilabel>Copy Details</guilabel> will appear in a new row. In the <guilabel>barcode</guilabel> column, click the <guilabel>book now</guilabel> + link.</para></step> + <step><para> A screen showing the title and barcodes of available copies will appear.</para></step> + <step><para>Enter the userâs barcode in the <guilabel>Reserve to patron barcode</guilabel> box. If the patron barcode + does not exist, a pop up box will appear to alert you to the error. After entering the + patronâs barcode, the userâs existing reservations will appear at the bottom of the + screen.</para></step> + <step><para> To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and + times for which the item should be reserved. If the date/time boxes appear in red, + then the date and time set is incorrect. For example, if the time for which the + reservation is set has already passed, the boxes will appear in red. The times must be + set correctly for the reservation to be accomplished. If the item has already been + reserved at the time for which you are trying to reserve the item, then you will receive + an error message.</para></step> + <step><para>Finally, select the barcode of the item that you want to reserve. If multiple copies of + the item exist, choose the barcode of the copy that you want to reserve, and click + <guibutton>Reserve Selected</guibutton>. If you do not select a barcode, and you click <guibutton>Reserve Selected</guibutton>, you + will receive an error message. If you do not have a preference, you do not have to + select a barcode, and you may click <guibutton>Reserve Any</guibutton>. One of the barcodes will be pulled + from the list. </para> + <note><para>An item must have a status of available or reshelving in order to + be targeted for a reservation. If the item is in another status, the reservation will fail.</para></note></step> + <step><para> After you have made the reservation, a message will confirm that the action succeeded. Click <guibutton>OK</guibutton>.</para></step> + <step><para>The screen will refresh, and the reservation will appear below the userâs name.</para></step> + </procedure> + </simplesect> + <simplesect> + <title>Enter a patronâs record to create a reservation</title> + <procedure> + <step><para>Enter the barcode or patron information, and click <guibutton>Search</guibutton> to retrieve the patronâs record.</para></step> + <step><para>The match(es) should appear in the right pane. Click the desired patronâs name. In the + left panel, a summary of the patronâs information will appear. Click the <guibutton>Retrieve + Patron</guibutton> button in the right corner to access more options in the patronâs record.</para></step> + <step><para>Eight buttons will appear in the top right corner. Select <menuchoice><guimenu>Other </guimenu><guimenuitem>Booking</guimenuitem> + </menuchoice> to create, cancel, pick up, and return reservations.</para></step> + <step><para>The <guilabel>Copy Details</guilabel> will appear in a new row. In the <guilabel>barcode</guilabel> column, click the <guilabel>book now</guilabel> + link.</para></step> + <step><para> A screen showing the title and barcodes of available copies will appear.</para></step> + <step><para>Enter the userâs barcode in the <guilabel>Reserve to patron barcode</guilabel> box. If the patron barcode + does not exist, a pop up box will appear to alert you to the error. After entering the + patronâs barcode, the userâs existing reservations will appear at the bottom of the + screen.</para></step> + <step><para> To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and + times for which the item should be reserved. If the date/time boxes appear in red, + then the date and time set is incorrect. For example, if the time for which the + reservation is set has already passed, the boxes will appear in red. The times must be + set correctly for the reservation to be accomplished. If the item has already been + reserved at the time for which you are trying to reserve the item, then you will receive + an error message.</para></step> + <step><para>Finally, select the barcode of the item that you want to reserve. If multiple copies of + the item exist, choose the barcode of the copy that you want to reserve, and click + <guibutton>Reserve Selected</guibutton>. If you do not select a barcode, and you click <guibutton>Reserve Selected</guibutton>, you + will receive an error message. If you do not have a preference, you do not have to + select a barcode, and you may click <guibutton>Reserve Any</guibutton>. One of the barcodes will be pulled + from the list. </para> + <note><para>An item must have a status of available or reshelving in order to + be targeted for a reservation. If the item is in another status, the reservation will fail.</para></note></step> + <step><para> After you have made the reservation, a message will confirm that the action succeeded. Click <guibutton>OK</guibutton>.</para></step> + <step><para>The screen will refresh, and the reservation will appear below the userâs name.</para></step> + </procedure> + </simplesect> + <simplesect> + <title>Use the booking module to create a reservation</title> + <procedure> + <step><para>Select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Create or Edit Reservations</guimenuitem></menuchoice></para></step> + <step><para>Enter the barcode of the item and click <guibutton>Next</guibutton>.</para></step> + <step><para>A screen showing the name of the available resource will appear.</para></step> + <step><para>Enter the userâs barcode in the <guilabel>Reserve to patron barcode</guilabel> box. If the patron barcode + does not exist, a pop up box will appear to alert you to the error. After entering the + patronâs barcode, the userâs existing reservations will appear.</para></step> + <step><para>To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and + times for which the item should be reserved. If the date/time boxes appear in red, + then the date and time set is incorrect. For example, if the time for which the + reservation is set has already passed, the boxes will appear in red. The times must be + set correctly for the reservation to be accomplished. If the resource has already been + reserved at the time for which you want to reserve the item, then the item will + disappear.</para></step> + <step><para>Finally, select the resource that you want to reserve. If multiple items or rooms exist, + choose the resource that you want to reserve, and click <guibutton>Reserve Selected</guibutton>. If you do + not select a resource, and you click <guibutton>Reserve Selected</guibutton>, you will receive an error + message. If you do not have a preference, you may click <guibutton>Reserve Any</guibutton>, and one of the + resources will be pulled from the list.</para></step> + <step><para>After you have made the reservation, a message will confirm that the action + succeeded. Click <guibutton>OK</guibutton>.</para></step> + <step><para>The screen will refresh, and the reservation will appear below the userâs name.</para></step> + </procedure> + </simplesect> + </section> + <section xml:id="CancellingaReservation"> + <title>Cancelling a Reservation</title> + <para>Staff members can cancel a patronâs reservation through the Create or Cancel Reservations tab available in a patronâs record. Staff members can also cancel a + reservation immediately after it has been made.</para> + <simplesect> + <title>Enter the patronâs record to cancel a reservation</title> + <procedure> + <step><para>Search for and retrieve a patronâs record.</para></step> + <step><para>Select <menuchoice><guimenu>Other</guimenu><guisubmenu>Booking</guisubmenu><guimenuitem>Create or Cancel Reservations</guimenuitem></menuchoice>.</para></step> + <step><para>The existing reservations will appear at the bottom of the screen.</para></step> + <step><para>To cancel a reservation, highlight the reservation that you want to cancel. Click <guibutton>Cancel Selected</guibutton>.</para></step> + <step><para>A pop-up window will confirm that you cancelled the reservation. Click <guibutton>OK</guibutton>.</para></step> + <step><para>The screen will refresh, and the cancelled reservation will disappear.</para></step> + <step><para> To the right, a section titled, <guilabel>I need this resource...</guilabel> will allow you to set the dates and + times for which the item should be reserved. If the date/time boxes appear in red, + then the date and time set is incorrect. For example, if the time for which the + reservation is set has already passed, the boxes will appear in red. The times must be + set correctly for the reservation to be accomplished. If the item has already been + reserved at the time for which you are trying to reserve the item, then you will receive + an error message.</para></step> + </procedure> + </simplesect> + <simplesect> + <title>Cancel a reservation immediately after it has been made</title> + <procedure> + <step><para>Create the reservation.</para></step> + <step><para>Follow steps four through six in the section, Enter the patronâs record to cancel a reservation, to cancel the reservation.</para></step> + <step><para>The existing reservations will appear at the bottom of the screen.</para></step> + </procedure> + </simplesect> + </section> + <section xml:id="CreatingaPullList"> + <title>Creating a Pull List</title> + <para>Staff members can create a pull list to retrieve items from the stacks.</para> + <procedure> + <step><para>To create a pull list, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Pull List</guimenuitem></menuchoice>.</para></step> + <step><para>To find a pull list for your library, select a library from the dropdown box adjacent to See pull list for library.</para></step> + <step><para>You can decide how many days in advance you would like to select reserved items. Enter the number of days in the box adjacent to <guilabel>Generate + list</guilabel> for this many days hence. For example, if you would like to pull items that are needed today, you can enter <userinput>1</userinput> in the box, and you will retrieve items that need to be pulled today.</para></step> + <step><para>Click <guibutton>Fetch</guibutton> to retrieve the pull list.</para></step> + <step><para>The pull list will appear. Click Print to print the pull list.</para></step> + </procedure> + </section> + <section xml:id="CapturingItemsforReservations"> + <title>Capturing Items for Reservations</title> + <para>Staff members can capture items for reservations.</para> + <procedure> + <step><para>In the staff client, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Capture Resources</guimenuitem></menuchoice>.</para></step> + <step><para>Enter the barcode of the items to be captured. Click <guibutton>Capture</guibutton>.</para></step> + <step><para>A Capture Succeeded message will appear to the right. Information about the item will appear below the message. You can print this + information as a receipt and add it to the item if desired.</para></step> + </procedure> + </section> + <section xml:id="PickingUpReservations"> + <title>Picking Up Reservations</title> + <para>Staff members can help users pick up their reservations.</para> + <procedure> + <step><para>In the staff client, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Pick Up Reservations</guimenuitem></menuchoice></para></step> + <step><para>Enter the userâs barcode. Click <guibutton>Go</guibutton>.</para></step> + <step><para>The title available for pickup will appear. Highlight the title of the item to pick up, and click <guibutton>Pick Up</guibutton>.</para></step> + <step><para>The screen will refresh to show that the patron has picked up the reservation.</para></step> + </procedure> + </section> + <section xml:id="ReturningReservations"> + <title>Returning Reservations</title> + <para>Staff members can help users return their reservations.</para> + <procedure> + <step><para>In the staff client, select <menuchoice><guimenu>Booking</guimenu><guimenuitem>Return Reservations</guimenuitem></menuchoice>.</para></step> + <step><para>You can return the item by patron or item barcode. Choose <guimenuitem>Resource</guimenuitem> or <guimenuitem>Patron</guimenuitem>, enter the + barcode, and click <guibutton>Go</guibutton>.</para></step> + <step><para>A pop up box will tell you that the item was returned. Click <guibutton>OK</guibutton>.</para></step> + <step><para>The screen will refresh to show the reservations that remain out and the resources that have been returned.</para></step> + </procedure> + </section> +</chapter> + diff --git a/1.6/intro/releasenotes.xml b/1.6/intro/releasenotes.xml index 48802fdee6..e7ab40a72f 100644 --- a/1.6/intro/releasenotes.xml +++ b/1.6/intro/releasenotes.xml @@ -1,357 +1,358 @@ -<?xml version="1.0" encoding="UTF-8"?> -<chapter xml:id="releasenotes" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN" - xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink"> - <chapterinfo> - <title>Release Notes</title> - </chapterinfo> - - - <simplesect> - <title>1.6.0.8</title> - <simplesect> - <title>New features</title> - <itemizedlist> - <listitem>Added index for case insensitive barcode searching (1.6.0.7) for speed.</listitem> - <listitem>Move to BibTemplate<indexterm><primary>BibTemplate</primary></indexterm> for general title detail display, not just overlay of MVR-based display.</listitem> - </itemizedlist> - </simplesect> - <simplesect> - <title>Bug fixes</title> - <itemizedlist> - <listitem>Offline transaction timestamp and export fixes.</listitem> - <listitem>More configuration interface improvements.</listitem> - <listitem>Printing improvements to avoid the dreaded <quote>inner print_tree</quote> errors.</listitem> - <listitem>Fix Google Books<indexterm><primary>Google Books</primary></indexterm> full-text functionality.</listitem> - <listitem>User Editor improvements (addresses, appropriate required fields).</listitem> - </itemizedlist> - </simplesect> - </simplesect> - <simplesect> - <title>1.6.0.7</title> - <simplesect> - <title>New features</title> - <itemizedlist> - <listitem>Made barcode searching from the general user search interface case insensitive</listitem> - </itemizedlist> - </simplesect> - <simplesect> - <title>Bug fixes</title> - <itemizedlist> - <listitem>FIFO Holds Org<indexterm><primary>holds</primary><secondary>FIFO</secondary></indexterm> Setting name in the Library Settings Editor did not match that used by the SQL â repaired.</listitem> - <listitem>Repaired Authority Record ingest.<indexterm><primary>authority record ingest</primary></indexterm></listitem> - <listitem>Backdating timestamp format bug fixed â patch from James Fournie at SITKA.</listitem> - <listitem>Configuration interface bugs addressed (ongoing improvement from 1.6.0.4).</listitem> - <listitem>Action/Trigger (notifications, etc) bugs addressed.</listitem><indexterm><primary>action triggers</primary></indexterm> - <listitem>In-Database record merging <indexterm><primary>In-Database</primary><secondary>record merging</secondary></indexterm> bug fixes (indicators, Located URIs)</listitem> - <listitem>In-Database hold testing stored procedure bug fixed â patch from John Craig.</listitem><indexterm><primary>In-Database</primary><secondary>hold testing</secondary> - </itemizedlist> - </simplesect> - </simplesect> - - <simplesect> - <title>1.6.0.6</title> - <simplesect> - <title>Security</title> - <itemizedlist> - <listitem>Address a security vulnerability in open-ils.pcrud that allows retrieval of information beyond the bounds of the permissions for - the targeted objects.</listitem> - </itemizedlist> - </simplesect> - <simplesect> - <title>Bug fixes</title> - <itemizedlist> - <listitem>Remove a call to a non-existent method.</listitem> - <listitem>Add debugging messages to the action-trigger script and server code</listitem> - </itemizedlist><indexterm><primary>action triggers</primary></indexterm> - </simplesect> - </simplesect> - <simplesect> - <title>1.6.0.5</title> - <simplesect> - <title>New features</title> - <itemizedlist> - <listitem> Patch from James Fournie to add a setting for first-in, first-out (FIFO) holds resolution so that items checked in will be assigned to holds - by request date first, rather than proximity.</listitem><indexterm><primary>holds</primary><secondary>FIFO</secondary></indexterm> - </itemizedlist> - </simplesect> - <simplesect> - <title>Bug fixes</title> - <itemizedlist> - <listitem>Patch from Dan Wells to enable the bookbag menu to show up in Craftsman skin.</listitem> - <listitem>Patch from Bill Ott to add missing apostrophe in rdetail.js.</listitem> - <listitem>Fix for report editor parameters not consistently showing up.</listitem> - <listitem>Log bib search timeouts.</listitem> - </itemizedlist> - </simplesect> - </simplesect> - - <simplesect> - <title>1.6.0.4</title> - <simplesect> - <title>New features</title> - <itemizedlist> - <listitem>Patch from Dan Wells to add an org-unit setting to restrict renewals when the item in question is needed to fulfill a hold.</listitem> - </itemizedlist> - </simplesect> - <simplesect> - <title>Bug fixes</title> - <itemizedlist> - <listitem>Patch from Jason Stephenson to allow the EVERYTHING permission in permission.usr_has_perm_at_nd.</listitem> - <listitem>Patch from Warren Layton to remove a debugging alert in the permission creation interface.</listitem> - <listitem>Patch from Warren Layton to sort Z39.50 servers in Z39.50 import interface.</listitem><indexterm><primary>Z39.50</primary></indexterm> - <listitem>Patch from Galen Charlton to prevent legacy 852 fields from being exported during bib+holdings export.</listitem> - <listitem>Patch from Galen Charlton to prevent one bad MARC record from spoiling the rest of the export.</listitem> - <listitem>Patch from Galen Charlton to remove empty XML elements and control fields when ingesting a bib record.</listitem> - <listitem> Patch from Galen Charlton. This patch adds additional calls to escape_xml to handle cases where patron or library data could contain - ampersand or other characters that need to be converted to entities. Issue discovered by Bibliomation; patch includes contributions by Ben Ostrowsky.</listitem> - <listitem>Enable display of barcodes in brief circulation interface even when patron has no middle name (problem diagnosed by - Bill Ott).</listitem> - <listitem>Correct the calculation of patron bills.</listitem> - <listitem>Fix parsing of colons in search phrases.</listitem> - <listitem>Fix handling of horizontal patron summary setting.</listitem> - <listitem>Various fixes for server administration interfaces.</listitem> - <listitem>Correct date handling in <emphasis>My Account</emphasis> interface.</listitem> - <listitem>Prevent an exception from being thrown when a standing penalty is removed.</listitem> - <listitem>Fix ISSN quicksearch (bug reported by Dan Wells).</listitem> - <listitem>Prevent colons from being incorrectly inserted into titles in search results display.</listitem> - <listitem>Fix survey interface in patron editor to enable it to save results correctly.</listitem> - <listitem>Corrections in in-database circulation: enable check-out and renewal of pre-cataloged items, process non-cataloged items.</listitem><indexterm><primary>in-database</primary><secondary>circulation</secondary></indexterm> - <listitem>Correct Unicode handling in SRU/Z39.50 server.</listitem></listitem><indexterm><primary>Z39.50</primary><secondary>Unicode</secondary></indexterm> - </itemizedlist> - </simplesect> - </simplesect> - <simplesect> - <title>1.6.0.3</title> - <simplesect> - <title>Bug fixes</title> - <itemizedlist> - <listitem>Patch from Dan Wells to address a regression in the Reshelving-to-Available method call.</listitem> - <listitem>Patch from Warren Layton of NRCAN to address a regression in date calculation code.</listitem> - <listitem>Fix for offline identification requirement (relaxed to match on-line patron registration).</listitem> - </itemizedlist> - </simplesect> - </simplesect> - <simplesect> - <title>1.6.0.2</title> - <simplesect> - <title>New features</title> - <itemizedlist> - <listitem>Support indexing normalization and search of ratio-like strings.</listitem> - <listitem>Support specific-index searching via the basic search dropdown.</listitem> - </itemizedlist> - </simplesect> - <simplesect> - <title>Bug fixes</title> - <itemizedlist> - <listitem>Fix for search bug introduced in 1.6.0.1 which primarily effected Z39.50 searches against Evergreen.</listitem><indexterm><primary>Z39.50</primary></indexterm> - <listitem>Fix for offline patron blocked list generation (Patch from Joe Atzberger).</listitem> - <listitem>General translation and internationalization improvements.</listitem> - <listitem>Force at least one non-system billing type to exist (Identified by Dan Wells).</listitem> - </itemizedlist> - </simplesect> - </simplesect> - <simplesect> - <title>1.6.0.1</title> - <simplesect> - <title>Bug fixes</title> - <itemizedlist> - <listitem>Overdue notice XML normalization and encoding fixes.</listitem><indexterm><primary>notices</primary><secondary>overdue</secondary></indexterm> - <listitem>Remove cosmetic issues with Offline Mode.</listitem><indexterm><primary>offline mode</primary></indexterm> - <listitem>Backport compatibility-improved triggers for summary data collection. - <itemizedlist> - <listitem>(fixed super-simple record extract view issues for isbn and issn)</listitem> - </itemizedlist> - </listitem> - <listitem>Interface fixes for Self Check.<indexterm><primary>self check</primary><secondary>overdue</secondary></indexterm> - <itemizedlist> - <listitem>(prevent login of patrons who are marked as invalid)</listitem> - </itemizedlist> - </listitem> - <listitem>General grid-related interface cleanups. - - <itemizedlist> - <listitem>(fixed pixel and alignment issues in table views accessible from admin settings)</listitem> - </itemizedlist> - </listitem> - <listitem>String translation interface fix â translated strings can be removed. - <itemizedlist> - <listitem>(the translation windows now perform removals correctly)</listitem> - </itemizedlist> - </listitem> - <listitem>Command-line data extraction script fixes (Galen Charlton). - <itemizedlist> - <listitem>(improved batch export)</listitem> - </itemizedlist> - </listitem> - <listitem>Fixed billing time stamp calculation. - <itemizedlist> - <listitem>(e.g. a book that circulates for whole days that is technically due at 3pm doesn't accrue fines until after the library is - closed)</listitem> - </itemizedlist> - </listitem> - <listitem>Fix for searches containing colons but no command tag. - <itemizedlist> - <listitem>(the : is no longer assumed to be an index specification so title searches for <emphasis>Homeward Bound: the Incredible Journey</emphasis> - will return results)</listitem> - </itemizedlist> - </listitem> - <listitem>Fix for Z39.50 searches containing diacritical marks (Dan Scott).<indexterm><primary>Z39.50</primary></indexterm> - <itemizedlist> - <listitem>(the SRU is now better at detecting incoming encoding)</listitem> - </itemizedlist> - </listitem> - <listitem>Horizontal user summary display fix in the Checkout entry point.</listitem> - <listitem>Return of Shadowed Record styling in the staff client for records with no items or no items at this location (Bill Ott).</listitem> - <listitem>Holdings import fixes (Dan Wells) (see changeset 15353). - <itemizedlist> - <listitem>(Found and fixed the Vandelay bug that manifested based on log in type.)</listitem> - </itemizedlist> - </listitem> - <listitem>Holdings import fixes (Dan Wells) (see changeset 15353).</listitem> - <listitem>Fixed an error that occurred when renewing multiple items at once in Items Out</listitem> - </itemizedlist> - </simplesect> - <simplesect> - <title>New features (front end)</title> - <itemizedlist> - <listitem>French translation updates.</listitem> - <listitem>Several new translations: - <itemizedlist> - <listitem>Russian (from Tigran Zargaryan)</listitem> - <listitem>Czech (forward-ported from 1.4)</listitem> - <listitem>British English (submitted via Launchpad)</listitem> - <listitem>Spanish (submitted via Launchpad)</listitem> - <listitem>Brazilian Portuguese (submitted via Launchpad)</listitem> - </itemizedlist><indexterm><primary>languages</primary></indexterm> - </listitem> - <listitem>More places to access Record Buckets in the staff client</listitem><indexterm><primary>record buckets</primary></indexterm> - <listitem>Virtual due date for non-cataloged circulations honors closed dates</listitem> - <listitem>Differentiated messages for inactive vs. non-existent users. - <itemizedlist> - <listitem>(error messages in patron OPAC log in are now different for inactive patrons versus bad log in (typo)/non-existent user)</listitem> - </itemizedlist> - </listitem> - </itemizedlist> - </simplesect> - <simplesect> - <title>New features (server/administration)</title> - <itemizedlist> - <listitem>Action/Trigger initiator script.<indexterm><primary>action triggers</primary></indexterm> - <itemizedlist> - <listitem>(1.6.0.1 includes the default script to initiate system scheduling for action/trigger events - for use in cron jobs)</listitem> - </itemizedlist> - </listitem> - <listitem>Improved MFHD (serials) import script. - <itemizedlist> - <listitem>(improved instructions in the read me files and relaxed database constraints)</listitem> - </itemizedlist> - </listitem> - <listitem>SIP2 configurable encoding support.</listitem><indexterm><primary>SIP</primary></indexterm> - <listitem>SIP1 renew-or-checkout support for some 3M equipment which support older SIP protocols.</listitem> - <listitem>Updated Linux distribution support.</listitem> - <listitem>Automatic update of OpenSRF support files when OpenSRF is upgraded.</listitem> - </itemizedlist><indexterm><primary>OpenSRF</primary></indexterm> - </simplesect> - </simplesect> - <simplesect> - <title>Features from 1.6.0.0</title> - - <simplesect> - <title>New features (front end)</title> - <itemizedlist> - <listitem> Added <quote>insert copy above</quote> (<keycombo><keycap>CTRL</keycap> <keycap>up</keycap></keycombo>) and <quote>insert - copy below</quote> (<keycombo><keycap>CTRL</keycap> <keycap>down</keycap></keycombo>) functionality in the MARC Editor.</listitem> - <listitem>Summary editing in MARC Format for Holdings Data</listitem> - <listitem> BibTemplate OPAC templating â Any field from any version of a record that Evergreen can deliver, with or without embedded holdings,<indexterm><primary>BibTemplate</primary></indexterm> - is now available for display using a simple template language which is further extended with basic JavaScript. - <itemizedlist> - <listitem> Template customization is now supported that allows specific data fields to be pulled from the MARC and displayed in the OPAC.</listitem> - <listitem>Examples would be: added author, alternate title, subject links, and URI data.</listitem> - </itemizedlist> - </listitem> - <listitem> BibTemplate OPAC templating â Any field from any version of a record that Evergreen can deliver, with or without embedded holdings, - is now available for display using a simple template language which is further extended with basic JavaScript. - <itemizedlist> - <listitem> Template customization is now supported that allows specific data fields to be pulled from the MARC and displayed in the OPAC.</listitem> - <listitem>Examples would be: added author, alternate title, subject links, and URI data.</listitem> - </itemizedlist> - </listitem> - <listitem>Located URIs â Adding an 856$9 containing the short name of a location will restrict search and display of entirely electronic records - (those with no physical copies) to the location named. - <itemizedlist> - <listitem>In other words, the ability to restrict record visibility to a specific location or set of - locations in the same way as copies but without creating dummies.</listitem> - <listitem>Since there is no physical location, however, this does affect advanced searches wherein the shelving location limiter is used.</listitem> - <listitem>(improved instructions in the read me files and relaxed database constraints)</listitem> - </itemizedlist> - </listitem> - <listitem>SRU(search/retrieval via url) and Z39.50 searches can now be scoped to specific locations.<indexterm><primary>Z39.50</primary></indexterm> - <itemizedlist> - <listitem>As of Evergreen 1.6, you can append an optional organization unit shortname for search scoping purposes, and you - can also append /holdings if you want to expose the holdings for any returned records. So your zurl could be - http://dev.gapines.org/opac/extras/sru/BR1/holdings to limit the search scope to BR1 and its children, and to expose its holdings.</listitem> - </itemizedlist> - </listitem> - <listitem>As a benefit of the URI work, Z39.50 now supports a holdings record format.</listitem> - <listitem>Improvements in Fixed Field handling within the MARC Editor.</listitem> - <listitem>Staff-placed holds for patrons follow patron settings more closely (no longer pull notification preferences from staff settings) â - Patch from Jeff Godin of TADL.</listitem> - <listitem>Improved default configuration for LoC Z39.50 target - added support for required truncation specific to LoC.</listitem> - <listitem>Added a new default indexing definition for <quote>all subjects</quote> which will return more results when subject searching in the OPAC.</listitem> - <listitem>Many new server configuration interfaces for functions such as circulation policies, hold policies, and notifications.</listitem> - <listitem>Added time granularity display to Patron Items Out screen in the Staff Client. <guilabel>Due time</guilabel> now displays along with <guilabel>due date</guilabel>.</listitem> - <listitem>Added RefWorks (online bibliographic management program) export capability.</listitem><indexterm><primary>RefWorks</primary></indexterm> - <listitem> Zotero compatability improvements (MODS namespacing). - <itemizedlist><indexterm><primary>Zotero</primary></indexterm> - <listitem>For more information on MODS, see this page.</listitem> - </itemizedlist> <indexterm><primary>MODS</primary></indexterm> - </listitem> - <listitem>Ability to import holdings via the standard Record Importer (Vandelay).</listitem><indexterm><primary>Vandelay</primary></indexterm> - <listitem>Google Book Preview support as added-content</listitem> - <listitem>Improvements made to cloned patron search; fixing issues with records not returning due to cloned fields.</listitem> - <listitem>Acquisitions Preview includes a sneak peek at the preliminary work for manual funding management, PO creation, cataloging and receiving processes. - These are functional but are not intended for insertion into current workflows. This feature was specifically included to solicit feedback from - the community on this important feature.</listitem> - - </itemizedlist> - </simplesect> - <simplesect> - <title>New features (server/administration)</title> - <itemizedlist> - <listitem>Event Triggers â An entirely new subsystem for automatically running arbitrary, user-defined reaction code when presented with an ILS event - defined by the user. Notifications, delayed actions, acquisitions, and many other systems will make use of this new infrastructure. - <itemizedlist> - <listitem>Ability to set pre-due and overdue e-mail notices from the Staff Client.</listitem> - <listitem>Auto-marking items as lost after specific overdue period.</listitem> - <listitem>Makes it easier to add new data to notices.</listitem> - <listitem>Can be used for generating and creating delays for the sending of hold pickup notices.</listitem> - <listitem>These settings are configurable from the Staff Client per branch or globally.</listitem> - </itemizedlist> - </listitem> - <listitem>Formal support for Postgresql 8.3.</listitem> - <listitem>Dojo profile build specific to Evergreen, increasing load speed dramatically for the OPAC and Staff Clients.</listitem> - <listitem>Staff Client interfaces for defining circulation and hold policies from the Admin menu. - <itemizedlist> - <listitem>Please note that this represents a change from previous versions of Evergreen and for new clients it is recommended to - use this interface, for.</listitem> - </itemizedlist> - </listitem> - <listitem>Formal support for IE8, including a bug fix where titles with the â@â symbol would display as a http link.</listitem> - <listitem>Spaces in user names are being deprecated as they can cause authentication failure -CamelCase will be supported from this point forward.</listitem> - <listitem>Supercat: added support for returning records in Federal Geographic Data Committee (FGDC) Content Standard for - Digital Geospatial Metadata (CSDGM) format.</listitem><indexterm><primary>Digital Geospatial Metadata (CSDGM)</primary></indexterm> - <listitem>Increased the re-shelving-complete process speed; making the <quote>flipping</quote> process from re-shelving to available much faster â - on suggestion from Bill Ott of GRPL.</listitem> - <listitem>Reporter fix to the display of ISBN and ISSN in some reports, and in some environments (environments which had newer versions - of Perl database drivers that affected some reports).</listitem> - <listitem> Bug fixes for Server Administration interfaces such as hours of operation, and generally improving speed of all the SA interfaces.</listitem> - <listitem>Removed Spanish translation set from the build environment as no Spanish translation has been contributed to date.</listitem> - <listitem>Internationalization improvements in the default skin; there are less <quote>English-only</quote> strings.</listitem> - <listitem>Improved output handling for unAPI services; important for popular add-ons like Zotero.</listitem> - <listitem>Improved handling of day-granular circulations, and their interaction with penalties â i.e. For a 7 day - circulating item that is checked out at 9am on Sunday, it is not due until closing on the following Saturday..</listitem> - <listitem> Evergreen will notify that printer setups need to be checked at Staff Client upgrade time.</listitem> - </itemizedlist> - </simplesect> - </simplesect> -</chapter> +<?xml version="1.0" encoding="UTF-8"?> +<chapter xml:id="releasenotes" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN" + xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink"> + <chapterinfo> + <title>Release Notes</title> + </chapterinfo> + + + <simplesect> + <title>1.6.0.8</title> + <simplesect> + <title>New features</title> + <itemizedlist> + <listitem>Added index for case insensitive barcode searching (1.6.0.7) for speed.</listitem> + <listitem>Move to BibTemplate<indexterm><primary>BibTemplate</primary></indexterm> for general title detail display, not just overlay of MVR-based display.</listitem> + </itemizedlist> + </simplesect> + <simplesect> + <title>Bug fixes</title> + <itemizedlist> + <listitem>Offline transaction timestamp and export fixes.</listitem> + <listitem>More configuration interface improvements.</listitem> + <listitem>Printing improvements to avoid the dreaded <quote>inner print_tree</quote> errors.</listitem> + <listitem>Fix Google Books<indexterm><primary>Google Books</primary></indexterm> full-text functionality.</listitem> + <listitem>User Editor improvements (addresses, appropriate required fields).</listitem> + </itemizedlist> + </simplesect> + </simplesect> + <simplesect> + <title>1.6.0.7</title> + <simplesect> + <title>New features</title> + <itemizedlist> + <listitem>Made barcode searching from the general user search interface case insensitive</listitem> + </itemizedlist> + </simplesect> + <simplesect> + <title>Bug fixes</title> + <itemizedlist> + <listitem>FIFO Holds Org<indexterm><primary>holds</primary><secondary>FIFO</secondary></indexterm> Setting name in the Library Settings Editor did not match that used by the SQL â repaired.</listitem> + <listitem>Repaired Authority Record ingest.<indexterm><primary>authority record ingest</primary></indexterm></listitem> + <listitem>Backdating timestamp format bug fixed â patch from James Fournie at SITKA.</listitem> + <listitem>Configuration interface bugs addressed (ongoing improvement from 1.6.0.4).</listitem> + <listitem>Action/Trigger (notifications, etc) bugs addressed.</listitem><indexterm><primary>action triggers</primary></indexterm> + <listitem>In-Database record merging <indexterm><primary>In-Database</primary><secondary>record merging</secondary></indexterm> bug fixes (indicators, Located URIs)</listitem> + <listitem>In-Database hold testing stored procedure bug fixed â patch from John Craig.</listitem><indexterm><primary>In-Database</primary><secondary>hold testing</secondary></indexterm> + </itemizedlist> + </simplesect> + </simplesect> + + <simplesect> + <title>1.6.0.6</title> + <simplesect> + <title>Security</title> + <itemizedlist> + <listitem>Address a security vulnerability in open-ils.pcrud that allows retrieval of information beyond the bounds of the permissions for + the targeted objects.</listitem> + </itemizedlist> + </simplesect> + <simplesect> + <title>Bug fixes</title> + <itemizedlist> + <listitem>Remove a call to a non-existent method.</listitem> + <listitem>Add debugging messages to the action-trigger script and server code</listitem> + </itemizedlist><indexterm><primary>action triggers</primary></indexterm> + </simplesect> + </simplesect> + <simplesect> + <title>1.6.0.5</title> + <simplesect> + <title>New features</title> + <itemizedlist> + <listitem> Patch from James Fournie to add a setting for first-in, first-out (FIFO) holds resolution so that items checked in will be assigned to holds + by request date first, rather than proximity.</listitem><indexterm><primary>holds</primary><secondary>FIFO</secondary></indexterm> + </itemizedlist> + </simplesect> + <simplesect> + <title>Bug fixes</title> + <itemizedlist> + <listitem>Patch from Dan Wells to enable the bookbag menu to show up in Craftsman skin.</listitem> + <listitem>Patch from Bill Ott to add missing apostrophe in rdetail.js.</listitem> + <listitem>Fix for report editor parameters not consistently showing up.</listitem> + <listitem>Log bib search timeouts.</listitem> + </itemizedlist> + </simplesect> + </simplesect> + + <simplesect> + <title>1.6.0.4</title> + <simplesect> + <title>New features</title> + <itemizedlist> + <listitem>Patch from Dan Wells to add an org-unit setting to restrict renewals when the item in question is needed to fulfill a hold.</listitem> + </itemizedlist> + </simplesect> + <simplesect> + <title>Bug fixes</title> + <itemizedlist> + <listitem>Patch from Jason Stephenson to allow the EVERYTHING permission in permission.usr_has_perm_at_nd.</listitem> + <listitem>Patch from Warren Layton to remove a debugging alert in the permission creation interface.</listitem> + <listitem>Patch from Warren Layton to sort Z39.50 servers in Z39.50 import interface.</listitem><indexterm><primary>Z39.50</primary></indexterm> + <listitem>Patch from Galen Charlton to prevent legacy 852 fields from being exported during bib+holdings export.</listitem> + <listitem>Patch from Galen Charlton to prevent one bad MARC record from spoiling the rest of the export.</listitem> + <listitem>Patch from Galen Charlton to remove empty XML elements and control fields when ingesting a bib record.</listitem> + <listitem> Patch from Galen Charlton. This patch adds additional calls to escape_xml to handle cases where patron or library data could contain + ampersand or other characters that need to be converted to entities. Issue discovered by Bibliomation; patch includes contributions by Ben Ostrowsky.</listitem> + <listitem>Enable display of barcodes in brief circulation interface even when patron has no middle name (problem diagnosed by + Bill Ott).</listitem> + <listitem>Correct the calculation of patron bills.</listitem> + <listitem>Fix parsing of colons in search phrases.</listitem> + <listitem>Fix handling of horizontal patron summary setting.</listitem> + <listitem>Various fixes for server administration interfaces.</listitem> + <listitem>Correct date handling in <emphasis>My Account</emphasis> interface.</listitem> + <listitem>Prevent an exception from being thrown when a standing penalty is removed.</listitem> + <listitem>Fix ISSN quicksearch (bug reported by Dan Wells).</listitem> + <listitem>Prevent colons from being incorrectly inserted into titles in search results display.</listitem> + <listitem>Fix survey interface in patron editor to enable it to save results correctly.</listitem> + <listitem>Corrections in in-database circulation: enable check-out and renewal of pre-cataloged items, process non-cataloged items.</listitem><indexterm><primary>in-database</primary><secondary>circulation</secondary></indexterm> + <listitem>Correct Unicode handling in SRU/Z39.50 server.</listitem> + <indexterm><primary>Z39.50</primary><secondary>Unicode</secondary></indexterm> + </itemizedlist> + </simplesect> + </simplesect> + <simplesect> + <title>1.6.0.3</title> + <simplesect> + <title>Bug fixes</title> + <itemizedlist> + <listitem>Patch from Dan Wells to address a regression in the Reshelving-to-Available method call.</listitem> + <listitem>Patch from Warren Layton of NRCAN to address a regression in date calculation code.</listitem> + <listitem>Fix for offline identification requirement (relaxed to match on-line patron registration).</listitem> + </itemizedlist> + </simplesect> + </simplesect> + <simplesect> + <title>1.6.0.2</title> + <simplesect> + <title>New features</title> + <itemizedlist> + <listitem>Support indexing normalization and search of ratio-like strings.</listitem> + <listitem>Support specific-index searching via the basic search dropdown.</listitem> + </itemizedlist> + </simplesect> + <simplesect> + <title>Bug fixes</title> + <itemizedlist> + <listitem>Fix for search bug introduced in 1.6.0.1 which primarily effected Z39.50 searches against Evergreen.</listitem><indexterm><primary>Z39.50</primary></indexterm> + <listitem>Fix for offline patron blocked list generation (Patch from Joe Atzberger).</listitem> + <listitem>General translation and internationalization improvements.</listitem> + <listitem>Force at least one non-system billing type to exist (Identified by Dan Wells).</listitem> + </itemizedlist> + </simplesect> + </simplesect> + <simplesect> + <title>1.6.0.1</title> + <simplesect> + <title>Bug fixes</title> + <itemizedlist> + <listitem>Overdue notice XML normalization and encoding fixes.</listitem><indexterm><primary>notices</primary><secondary>overdue</secondary></indexterm> + <listitem>Remove cosmetic issues with Offline Mode.</listitem><indexterm><primary>offline mode</primary></indexterm> + <listitem>Backport compatibility-improved triggers for summary data collection. + <itemizedlist> + <listitem>(fixed super-simple record extract view issues for isbn and issn)</listitem> + </itemizedlist> + </listitem> + <listitem>Interface fixes for Self Check.<indexterm><primary>self check</primary><secondary>overdue</secondary></indexterm> + <itemizedlist> + <listitem>(prevent login of patrons who are marked as invalid)</listitem> + </itemizedlist> + </listitem> + <listitem>General grid-related interface cleanups. + + <itemizedlist> + <listitem>(fixed pixel and alignment issues in table views accessible from admin settings)</listitem> + </itemizedlist> + </listitem> + <listitem>String translation interface fix â translated strings can be removed. + <itemizedlist> + <listitem>(the translation windows now perform removals correctly)</listitem> + </itemizedlist> + </listitem> + <listitem>Command-line data extraction script fixes (Galen Charlton). + <itemizedlist> + <listitem>(improved batch export)</listitem> + </itemizedlist> + </listitem> + <listitem>Fixed billing time stamp calculation. + <itemizedlist> + <listitem>(e.g. a book that circulates for whole days that is technically due at 3pm doesn't accrue fines until after the library is + closed)</listitem> + </itemizedlist> + </listitem> + <listitem>Fix for searches containing colons but no command tag. + <itemizedlist> + <listitem>(the : is no longer assumed to be an index specification so title searches for <emphasis>Homeward Bound: the Incredible Journey</emphasis> + will return results)</listitem> + </itemizedlist> + </listitem> + <listitem>Fix for Z39.50 searches containing diacritical marks (Dan Scott).<indexterm><primary>Z39.50</primary></indexterm> + <itemizedlist> + <listitem>(the SRU is now better at detecting incoming encoding)</listitem> + </itemizedlist> + </listitem> + <listitem>Horizontal user summary display fix in the Checkout entry point.</listitem> + <listitem>Return of Shadowed Record styling in the staff client for records with no items or no items at this location (Bill Ott).</listitem> + <listitem>Holdings import fixes (Dan Wells) (see changeset 15353). + <itemizedlist> + <listitem>(Found and fixed the Vandelay bug that manifested based on log in type.)</listitem> + </itemizedlist> + </listitem> + <listitem>Holdings import fixes (Dan Wells) (see changeset 15353).</listitem> + <listitem>Fixed an error that occurred when renewing multiple items at once in Items Out</listitem> + </itemizedlist> + </simplesect> + <simplesect> + <title>New features (front end)</title> + <itemizedlist> + <listitem>French translation updates.</listitem> + <listitem>Several new translations: + <itemizedlist> + <listitem>Russian (from Tigran Zargaryan)</listitem> + <listitem>Czech (forward-ported from 1.4)</listitem> + <listitem>British English (submitted via Launchpad)</listitem> + <listitem>Spanish (submitted via Launchpad)</listitem> + <listitem>Brazilian Portuguese (submitted via Launchpad)</listitem> + </itemizedlist><indexterm><primary>languages</primary></indexterm> + </listitem> + <listitem>More places to access Record Buckets in the staff client</listitem><indexterm><primary>record buckets</primary></indexterm> + <listitem>Virtual due date for non-cataloged circulations honors closed dates</listitem> + <listitem>Differentiated messages for inactive vs. non-existent users. + <itemizedlist> + <listitem>(error messages in patron OPAC log in are now different for inactive patrons versus bad log in (typo)/non-existent user)</listitem> + </itemizedlist> + </listitem> + </itemizedlist> + </simplesect> + <simplesect> + <title>New features (server/administration)</title> + <itemizedlist> + <listitem>Action/Trigger initiator script.<indexterm><primary>action triggers</primary></indexterm> + <itemizedlist> + <listitem>(1.6.0.1 includes the default script to initiate system scheduling for action/trigger events - for use in cron jobs)</listitem> + </itemizedlist> + </listitem> + <listitem>Improved MFHD (serials) import script. + <itemizedlist> + <listitem>(improved instructions in the read me files and relaxed database constraints)</listitem> + </itemizedlist> + </listitem> + <listitem>SIP2 configurable encoding support.</listitem><indexterm><primary>SIP</primary></indexterm> + <listitem>SIP1 renew-or-checkout support for some 3M equipment which support older SIP protocols.</listitem> + <listitem>Updated Linux distribution support.</listitem> + <listitem>Automatic update of OpenSRF support files when OpenSRF is upgraded.</listitem> + </itemizedlist><indexterm><primary>OpenSRF</primary></indexterm> + </simplesect> + </simplesect> + <simplesect> + <title>Features from 1.6.0.0</title> + + <simplesect> + <title>New features (front end)</title> + <itemizedlist> + <listitem> Added <quote>insert copy above</quote> (<keycombo><keycap>CTRL</keycap> <keycap>up</keycap></keycombo>) and <quote>insert + copy below</quote> (<keycombo><keycap>CTRL</keycap> <keycap>down</keycap></keycombo>) functionality in the MARC Editor.</listitem> + <listitem>Summary editing in MARC Format for Holdings Data</listitem> + <listitem> BibTemplate OPAC templating â Any field from any version of a record that Evergreen can deliver, with or without embedded holdings,<indexterm><primary>BibTemplate</primary></indexterm> + is now available for display using a simple template language which is further extended with basic JavaScript. + <itemizedlist> + <listitem> Template customization is now supported that allows specific data fields to be pulled from the MARC and displayed in the OPAC.</listitem> + <listitem>Examples would be: added author, alternate title, subject links, and URI data.</listitem> + </itemizedlist> + </listitem> + <listitem> BibTemplate OPAC templating â Any field from any version of a record that Evergreen can deliver, with or without embedded holdings, + is now available for display using a simple template language which is further extended with basic JavaScript. + <itemizedlist> + <listitem> Template customization is now supported that allows specific data fields to be pulled from the MARC and displayed in the OPAC.</listitem> + <listitem>Examples would be: added author, alternate title, subject links, and URI data.</listitem> + </itemizedlist> + </listitem> + <listitem>Located URIs â Adding an 856$9 containing the short name of a location will restrict search and display of entirely electronic records + (those with no physical copies) to the location named. + <itemizedlist> + <listitem>In other words, the ability to restrict record visibility to a specific location or set of + locations in the same way as copies but without creating dummies.</listitem> + <listitem>Since there is no physical location, however, this does affect advanced searches wherein the shelving location limiter is used.</listitem> + <listitem>(improved instructions in the read me files and relaxed database constraints)</listitem> + </itemizedlist> + </listitem> + <listitem>SRU(search/retrieval via url) and Z39.50 searches can now be scoped to specific locations.<indexterm><primary>Z39.50</primary></indexterm> + <itemizedlist> + <listitem>As of Evergreen 1.6, you can append an optional organization unit shortname for search scoping purposes, and you + can also append /holdings if you want to expose the holdings for any returned records. So your zurl could be + http://dev.gapines.org/opac/extras/sru/BR1/holdings to limit the search scope to BR1 and its children, and to expose its holdings.</listitem> + </itemizedlist> + </listitem> + <listitem>As a benefit of the URI work, Z39.50 now supports a holdings record format.</listitem> + <listitem>Improvements in Fixed Field handling within the MARC Editor.</listitem> + <listitem>Staff-placed holds for patrons follow patron settings more closely (no longer pull notification preferences from staff settings) â + Patch from Jeff Godin of TADL.</listitem> + <listitem>Improved default configuration for LoC Z39.50 target - added support for required truncation specific to LoC.</listitem> + <listitem>Added a new default indexing definition for <quote>all subjects</quote> which will return more results when subject searching in the OPAC.</listitem> + <listitem>Many new server configuration interfaces for functions such as circulation policies, hold policies, and notifications.</listitem> + <listitem>Added time granularity display to Patron Items Out screen in the Staff Client. <guilabel>Due time</guilabel> now displays along with <guilabel>due date</guilabel>.</listitem> + <listitem>Added RefWorks (online bibliographic management program) export capability.</listitem><indexterm><primary>RefWorks</primary></indexterm> + <listitem> Zotero compatability improvements (MODS namespacing). + <itemizedlist><indexterm><primary>Zotero</primary></indexterm> + <listitem>For more information on MODS, see this page.</listitem> + </itemizedlist> <indexterm><primary>MODS</primary></indexterm> + </listitem> + <listitem>Ability to import holdings via the standard Record Importer (Vandelay).</listitem><indexterm><primary>Vandelay</primary></indexterm> + <listitem>Google Book Preview support as added-content</listitem> + <listitem>Improvements made to cloned patron search; fixing issues with records not returning due to cloned fields.</listitem> + <listitem>Acquisitions Preview includes a sneak peek at the preliminary work for manual funding management, PO creation, cataloging and receiving processes. + These are functional but are not intended for insertion into current workflows. This feature was specifically included to solicit feedback from + the community on this important feature.</listitem> + + </itemizedlist> + </simplesect> + <simplesect> + <title>New features (server/administration)</title> + <itemizedlist> + <listitem>Event Triggers â An entirely new subsystem for automatically running arbitrary, user-defined reaction code when presented with an ILS event + defined by the user. Notifications, delayed actions, acquisitions, and many other systems will make use of this new infrastructure. + <itemizedlist> + <listitem>Ability to set pre-due and overdue e-mail notices from the Staff Client.</listitem> + <listitem>Auto-marking items as lost after specific overdue period.</listitem> + <listitem>Makes it easier to add new data to notices.</listitem> + <listitem>Can be used for generating and creating delays for the sending of hold pickup notices.</listitem> + <listitem>These settings are configurable from the Staff Client per branch or globally.</listitem> + </itemizedlist> + </listitem> + <listitem>Formal support for Postgresql 8.3.</listitem> + <listitem>Dojo profile build specific to Evergreen, increasing load speed dramatically for the OPAC and Staff Clients.</listitem> + <listitem>Staff Client interfaces for defining circulation and hold policies from the Admin menu. + <itemizedlist> + <listitem>Please note that this represents a change from previous versions of Evergreen and for new clients it is recommended to + use this interface, for.</listitem> + </itemizedlist> + </listitem> + <listitem>Formal support for IE8, including a bug fix where titles with the â@â symbol would display as a http link.</listitem> + <listitem>Spaces in user names are being deprecated as they can cause authentication failure -CamelCase will be supported from this point forward.</listitem> + <listitem>Supercat: added support for returning records in Federal Geographic Data Committee (FGDC) Content Standard for + Digital Geospatial Metadata (CSDGM) format.</listitem><indexterm><primary>Digital Geospatial Metadata (CSDGM)</primary></indexterm> + <listitem>Increased the re-shelving-complete process speed; making the <quote>flipping</quote> process from re-shelving to available much faster â + on suggestion from Bill Ott of GRPL.</listitem> + <listitem>Reporter fix to the display of ISBN and ISSN in some reports, and in some environments (environments which had newer versions + of Perl database drivers that affected some reports).</listitem> + <listitem> Bug fixes for Server Administration interfaces such as hours of operation, and generally improving speed of all the SA interfaces.</listitem> + <listitem>Removed Spanish translation set from the build environment as no Spanish translation has been contributed to date.</listitem> + <listitem>Internationalization improvements in the default skin; there are less <quote>English-only</quote> strings.</listitem> + <listitem>Improved output handling for unAPI services; important for popular add-ons like Zotero.</listitem> + <listitem>Improved handling of day-granular circulations, and their interaction with penalties â i.e. For a 7 day + circulating item that is checked out at 9am on Sunday, it is not due until closing on the following Saturday..</listitem> + <listitem> Evergreen will notify that printer setups need to be checked at Staff Client upgrade time.</listitem> + </itemizedlist> + </simplesect> + </simplesect> +</chapter> -- 2.11.0