1. Upgrade notes

The database update includes a partial reingest.

2. New Features

2.1. Acquisitions

2.1.1. Further Angularization of Acquisitions Interfaces

The following acquisitions interfaces were rewritten in Angular:

  • Purchase Orders and Selection Lists

  • Line Item management, including

    • Receiving and claiming

    • Creation of line item items singly and in batch

  • Load MARC Order Records

Improvements over the previous interfaces include:

  • The line item table can now be sorted and filtered

  • New settings to control the owning library that is applied to auto-created line item items.

2.1.2. Support for Advanced Shipment Notices in Acquisitions

This version of Evergreen supports DESADV EDI messages. These messages are created by vendors when they pack and ship items, and contain:

Staff can scan that package-level barcode to retrieve information on every item in the package, including an option to auto-receive every item in the box.

2.1.3. New column in General Acquisitions Search

The general acquisitions search grid now has a column for purchase order ID.

2.1.4. New Permission for Fund Rollovers

A new permission, ADMIN_FUND_ROLLOVER, is added to control access to the fund rollover function. This allows having some users be able to manage funds without being to invoke the rollover action, as rollovers can be hard to undo.

During upgrade, any permission group with the ADMIN_FUND permission will get the new ADMIN_FUND_ROLLOVER permission to avoid surprises. Consequently, an Evergreen administrator who wishes to lock down access to the feature should follow up by removing the new permission where necessary.

In new databases, ADMIN_FUND_ROLLOVER is granted only to the stock Acquisitions Administrators permission group.

2.1.5. Inactive funds can no longer make allocations or transfers

In the Funds Administration page, if a fund is not marked as active, the "Create allocation" and "Transfer money" options will no longer be available.

In the occassional cases where these operations are necessary, you can edit the fund to mark it active, perform your financial operations, then mark it inactive again.

2.2. Administration

2.2.1. Geosort feature can now use Bing Maps API

The API can be configured at Server Administration → Geographic Location Service.

2.2.2. Refresh Time for Carousel

This adds the time (rather than just the date) to the Last Refresh Time column of the Local Administration > Carousels grid.

2.2.3. Hours of Operation Note field

Adds a note field to each day’s hours to record split hours or service related notes. The notes appear enclosed in parentheses next to each day’s hours when viewing a library’s hours in the Bootstrap OPAC and TPAC

2.2.4. HTML email

Administrators can now configure action triggers to send HTML-formatted email. Evergreen continues to send emails in plain-text by default, but you can now configure an email template to send as HTML by adding the appropriate header to the email. For example: Content-Type: text/html;charset=utf-8

2.2.5. Match Quality Ratio Option Added to marc_stream_importer.pl

Command line options have been added to the marc_stream_importer.pl support script to specify the match quality ratio used when matching bibliographic or authority records for overlay:

  • --bib-match-quality-ratio

  • --auth-match-quality-ratio

These options specify the match quality ratio, as a decimal number (i.e. 1.0), for overlay of records with the overlay on 1 match options. They correspond to the similar options in the staff client Vandelay import.

2.2.6. Configuring sign-on to OpenAthens

Purpose

If your institution uses OpenAthens, you can configure Evergreen to sign patrons in to OpenAthens using their Evergreen account. This will let them connect to OpenAthens resources seamlessly once they have logged in to Evergreen. Patrons are assigned an OpenAthens identity dynamically based on their Evergreen login, and do not need accounts created manually in OpenAthens.

Registering your Evergreen installation with the OpenAthens service

Using your OpenAthens administrator account at https://admin.openathens.net/, complete the following steps:

  1. Register a local authentication connection for Evergreen:

    1. Go to Management → Connections.

    2. Under Local authentication click Create.

    3. In the wizard that appears, select Evergreen as the local authentication system type (or API if Evergreen is not listed) and click Configure.

    4. For Display name, enter the name of your Evergreen portal that your patrons will be familiar with. They will need to be able to recognise and select this name from a list of sign-in options on OpenAthens.

    5. For Callback URL enter https://<HOSTNAME>/eg/opac/sso/openathens where <HOSTNAME> is the public hostname of your Evergreen installation, and click Save. (If you have installed Evergreen somewhere other than /eg, modify the URL accordingly.)

    6. On the details page that appears, take a copy of the Connection ID and Connection URI that have been generated. You will need these when configuring Evergreen.

  2. Generate an API key:

    1. Go to Management → API keys and click Create.

    2. For Name, enter Evergreen or whatever name you use for your Evergreen portal internally, and click Save.

    3. Take a copy of the 36-character key that has been generated. You will need this when configuring Evergreen.

Full OpenAthens documentation for local authentication API connections is available at http://docs.openathens.net/display/public/MD/API+connector.

Configuring Evergreen

OpenAthens sign-on is configured in the staff client under Local Administration → OpenAthens Sign-on. To make a connection, select New Sign-on to OpenAthens, and set the values as follows:

  • Owner - the organisation within your library hierarchy that owns the connection to OpenAthens. If your whole consortium has signed up to OpenAthens as a single customer, then you would select the top-level. If only one regional library system or branch is the OpenAthens customer, select that. Whichever organisation you select, the OpenAthens connection will take effect for all libraries below it in your organisational hierarchy. A single OpenAthens sign-on configuration normally equates to a single domain in the OpenAthens service. If in doubt refer to your OpenAthens account manager or implementation partner.

  • Active - Enable this connection (enabled by default). N.B. Evergreen does not support more than one active connection to OpenAthens at a time per organisation. If more than one connection is added per organisation, Evergreen will use only the first connection that has Active enabled.

  • API key - the 36-character OpenAthens API key that was generated in step 2 above.

  • Connection ID - the numerical Connection ID that was generated for the OpenAthens local authentication connection in step 1 above.

  • Connection URI - the Connection URI that was generated for the OpenAthens local authentication connection in step 1 above.

  • Auto sign-on - controls when patrons are signed on to OpenAthens:

    • enabled (recommended) - As soon as a patron logs in to Evergreen, they are signed in to OpenAthens. This happens via a quick redirect that the user should not notice.

    • disabled - The patron is not signed in to OpenAthens to start with. When they first access an OpenAthens-protected resource, they will need to search for your institution at the OpenAthens log-in page and choose your Evergreen portal as the sign-in method (they will see the name you entered as the Display name in step 1 above). Evergreen will then prompt for log-in if they have not already logged in. After that, they are signed in to OpenAthens and OpenAthens redirects them to the resource.

  • Auto sign-out - controls whether the patron is signed out of OpenAthens when they log out of Evergreen. If enabled the patron will be sent to the OpenAthens sign-out page when they log out of Evergreen. You can optionally configure the OpenAthens service to send them back to your home page again after this; the setting can be found at https://admin.openathens.net/ under Preferences → Domain → After sign out.

  • Unique identifier field - controls which attribute of patron accounts is used as the unique identifier in OpenAthens. The supported values are id and usrname, but you should leave this set to the default value of id unless you have a reason to do otherwise. It is important that this attribute does not change during the lifetime of a patron account, otherwise they would lose any personalised settings they have saved on third party resources. It is also important that you do not re-use old patron accounts for new users, otherwise a new user could see personalised settings saved by an old user.

  • Display name field - controls which attribute of patron accounts is displayed in the OpenAthens portal at https://admin.openathens.net/. (This is where you can see which accounts have been used, and what use patrons are making of third party resources.) The supported values are id, usrname and fullname. Whichever you choose, OpenAthens will only use it within your portal view; it won’t be released to third-party resources.

  • Release X - one setting for each of the attributes that it is possible to release to OpenAthens. Depending on your user privacy policy, you can configure any of these attributes to be released to OpenAthens as part of the sign-on process. None are enabled by default. OpenAthens in turn doesn’t store or release any of these attributes to third party resources, unless you configure that separately in the OpenAthens portal. You have to configure this in two stages. Firstly, mapping Evergreen attributes to OpenAthens attributes, and secondly releasing OpenAthens attributes to third party resources. See the OpenAthens documenation pages at http://docs.openathens.net/display/public/MD/Attribute+mapping and http://docs.openathens.net/display/public/MD/Attribute+release. You will need to know the exact names of the attributes that are released. These are listed in the following table:

Setting

Attribute released

Description

Release prefix

prefix

the patron’s prefix, overriden by the preferred prefix if that is set

Release first name

first_given_name

the patron’s first name, overriden by the preferred first name if that is set

Release middle name

second_given_name

the patron’s middle name, overriden by the preferred middle name if that is set

Release surname

family_name

the patron’s last name, overriden by the preferred last name if that is set

Release suffix

suffix

the patron’s suffix, overriden by the preferred suffix if that is set

Release email

email

the patron’s email address

Release home library

home_ou

the shortcode of the patron’s home library (e.g. BR1 in the Concerto sample data set)

Release barcode

barcode

the patron’s barcode

Click Save to finish creating the connection. (If you can’t see the connection you just created for a branch library, enable the "+ Descendants" option.)

Network access - server

As part of the sign-on process, Evergreen makes a connection to the OpenAthens service to transfer details of the user that is signing on. This data does not go via the user’s browser, to avoid revealing the private API key and to avoid the risk of spoofing. You need to open up port 443 outbound in your firewall, from your Evergreen server to login.openathens.net.

Network access - web client

If you restrict internet access for your web client machines, you need to open up port 443 outbound in your firewall, from your web clients to the following three domains:

  • connect.openathens.net

  • login.openathens.net

  • wayfinder.openathens.net

Admin permissions

To delegate OpenAthens configuration to other staff users, assign the ADMIN_OPENATHENS permission.

2.2.7. Optionally allow patrons to renew after hitting fine maximum

When a patron hits the max fine limit, a standing penalty is applied to their account. By default, that penalty (PATRON_EXCEEDS_FINES) is configured to block renewals.

This release adds a new org unit setting, circ.permit_renew_when_exceeds_fines. If enabled for a particular org unit, renewals are permitted (as long as all other circulation eligibility criteria are met).

2.2.8. Optionally remove traditional catalog from menu

Libraries that have fully migrated to the Angular staff catalog may optionally hide the "Staff Catalog (Traditional)" menu options. To do so, in the Library Settings Editor, set the "ui.staff.traditional_catalog.enabled" setting to False.

After changing the setting, you will need to log out and log back in to see the changes to the menu.

2.3. Architecture

2.3.1. (Developer-focused) Use ESLint for eg2

The eg2 Angular application now uses ESLint rather than TSLint for source code linting. This is motivated by the deprecation of TSLint by the Angular CLI, but ESLint also offer some improvements.

In particular, ESLint checks the HTML templates in addition to the TypeScript code. For example, it will catch uses of == in the templates when === is preferred.

The primary ESLint rules applied to the project are configured in Open-ILS/src/eg2/.eslintrc.json. To override them for specific directories, .eslintrc files can be used. An example of this is Open-ILS/src/eg2/src/app/share/.eslintrc, which turns off the angular-eslint/no-output-on-prefix check that discourages using onFoo as the name of @Output() properties. This rule is now enforced in most of eg2, but it was decided not to immediately mandate for shared components.

The command to run the lint checks remains the same: from Open-ILS/src/eg2/, run ng lint.

2.3.2. Operating System Requirements

Evergreen 3.10 now supports installation on Ubuntu 22.04 (Jammy Jellyfish).

This release removes support for Debian Stretch and Ubuntu 18.04 (Bionic Beaver).

2.4. Cataloging

2.4.1. Record Note Merges

During a merge of bibliographic records notes will now merge and a notation on each added that they were originally from another record. A note is also added that the merge was performed.

2.5. Circulation

2.5.1. Experimental Angular Circulation Interfaces

This Evergreen release includes new, experimental versions of many circulation interfaces. To enable these interfaces:

  1. In the Library Settings Editor, enable the setting called Enable Angular Circulation Menu.

  2. Add the ACCESS_ANGULAR_CIRC permission to any users who will be testing the experimental interfaces.

These interfaces are experimental, and should not be used for production work. Please report any issues with the interfaces at https://bugs.launchpad.net/evergreen

2.5.2. New Patrons with Negative Balances interface

The Patrons with Negative Balances interface has been re-implemented in Angular.

2.5.3. OPAC-visible statisitical categories are now visible in the OPAC

This release restores a previously available feature: the ability to display statistical categories (stat cats) in the OPAC. If an item stat cat has "OPAC Visibility" set to true, its values will display in the record page’s item table, underneath the call number. If a patron stat cat has "OPAC Visibility" set to true, its values will display in the patron’s account under Preferences → Personal Information (below the account expiration date).

Since these values have not been visible for some time, Evergreen libraries may wish to review them before making them public. To set all stat cats to private, so that OPAC visibility can be restored on a case-by-case basis after review, you can use the following SQL:

-- Item stat cats
UPDATE asset.stat_cat SET opac_visible=false WHERE opac_visible=true;

-- Patron stat cats
UPDATE actor.stat_cat SET opac_visible=false WHERE opac_visible=true;

2.5.4. Renewal Due Date Extended to Cover Lost Time

When an item is renewed before it’s due date, libraries now have the option to extend the renewal’s due date to include any time lost from the early renewal.

For example, a 14 day checkout renewed after 12 days will result in a due date on the renewal of 14 days plus 2 days to cover the lost time.

Settings

Two new fields are available under Admin ⇒ Local Administration ⇒ Circulation Policies.

Early Renewal Extends Due Date

Enables this new feature for a circulation policy.

Early Renewal Minimum Duration Interval

Specifies the amount of time a circulation has to be checked out before a renewal will result in an extended due date.

For example, if you wanted to support due date extensions on 14-day checkout renewals, but only if the item has been checked out at least 8 days, you would enter "8 days" for the value of this field.

If no value is set for a given matchpoint that supports renewal extension, all renewals using that matchpoint will be eligible.

2.5.5. Override All Option when Placing Multiple Staff Holds

When placing multiple holds in the Angular Staff Catalog, staff users with permission to override the failed holds will see an Override All button which will perform all overrides at once.

Overriding each failed hold individually remains an option.

2.5.6. Source library addresses now available on transit slips

Transit slip templates previously could include the address of the library that the item is being transitted to. With this release, the address of the library the item is being transitted from is also available. This change applies to both the Hold Transit Slip and the Transit Slip templates.

2.5.7. Courses can be un-archived

Course reserves staff can now un-archive a course that was previously archived, either from its course page, or from the course list.

Un-archiving a course makes it active again. Users with public roles in the course (such as instructors) remain associated with the course. Non-public users (such as students) are removed.

2.6. OPAC

2.6.1. Additional trailing punctuation removed from certain fields

MarcXML facet, display, and browse fields will undergo some extra cleanup before displaying to a user. Of particular note for any title fields that match these criteria, ending /, :, ;, and = will be removed.

This change does not affect MODS fields. You can check if a particular field uses MarcXML or MODS in Server Administration → MARC Search/Facet Fields by consulting the Format column.

2.7. Miscellaneous

  • The Field Documentation interface (under Local Administration) has been ported to Angular with an org selector as an additional filter.

  • The Pending Users and Bucket View grids in the User Buckets interface now includes a column for the patron’s balance owed. (LP#1980257)

  • Patron Interface Gets a New Penalty Refresh Action. (LP#1823225)

  • A new workstation setting optionally allows the full library name to be added to the Angular Org Unit Selector. (LP#1771636)

  • The tabs on the Claiming Administration page have been reordered to Claim Policies, Claim Policy Actions, Claim Event Types, and Claim Types. This reflects the fact that Claim Types tend to be configured once and are not typically adjusted when setting up a new claim policy. (LP#1947045)

  • Links in the staff catalog summary area now open in a new tab. (LP#1953692)

  • The Item Status list view now includes an optional column for Total Circulations. (LP#1964629)

  • The credit card payment approval code is now available as a column in the bill history payments table in the patron record. (LP#1818303)

  • The group member details grid now contains columns for preferred names. (LP#1951996)

  • The patron profile name is now available to the Hold Shelf Slip print template as patron.profile.name. (LP#1724032)

  • Removed the Message Center from the Patron → Other Menu (deprecated), added action for unarchiving Notes, and added confirmation dialogs for Remove Note, Archive Note, and Unarchive Note. (LP#1977877)

  • Curbside request notes and user messages are now purged when a user record is deleted. (LP#1934162)

  • If the patron record has a preferred name set, the SIP server now returns it in response to patron lookups. (LP#1984114)

  • The label and description of the acq.fund.allow_rollover_without_money library setting are updated for greater clarity (LP#1982031)

  • The Cash Reports interface (under Local Administration) is ported to Angular.

2.8. Acknowledgments

The Evergreen project would like to acknowledge the following organizations that commissioned developments in this release of Evergreen:

  • CW MARS

  • Evergreen Community Development Initiative

  • Equinox Open Library Initiative

  • King County Library System

We would also like to thank the following individuals who contributed code, translations, documentations patches and tests to this release of Evergreen:

  • John Amundson

  • Zavier Banks

  • Jason Boyer

  • Dan Briem

  • Christine Burns

  • Steven Callender

  • Galen Charlton

  • Julian Clementson

  • Garry Collum

  • Dawn Dale

  • Jeff Davis

  • Bill Erickson

  • Jason Etheridge

  • Ruth Frasur

  • Blake Graham Henderson

  • Rogan Hamby

  • Elaine Hardy

  • Kyle Huckins

  • Linda Jansova

  • Stephanie Leary

  • Shula Link

  • Tiffany Little

  • Mary Llewellyn

  • Llewellyn Marshall

  • Terran McCanna

  • Gina Monti

  • Christine Morgan

  • Michele Morgan

  • Susan Morrison

  • Andrea Buntz Neiman

  • Jennifer Pringle

  • Erica Rohlfs

  • Mike Risher

  • Mike Rylander

  • Jane Sandberg

  • Lindsay Stratton

  • Chris Sharp

  • Jason Stephenson

  • Jennifer Weston

  • Beth Willis

  • Carol Witt

  • Jessica Woolford

We also thank the following organizations whose employees contributed patches:

  • BC Libraries Coop

  • Bibliomation

  • Catalyte

  • CW MARS

  • Equinox Open Library Initiative

  • Georgia Public Library Service

  • Greater Clarks Hill Regional Library

  • Kenton County Library

  • King County Library System

  • Lake Agassiz Regional Library

  • Linn Benton Community College

  • MOBIUS

  • NC Cardinal

  • NOBLE

  • Princeton University

  • Sigio

  • Westchester Library System

We regret any omissions. If a contributor has been inadvertently missed, please open a bug at http://bugs.launchpad.net/evergreen/ with a correction.