Evergreen 3.16 Release Notes

Hard due date and hard due date values now have their own permission sets. You will need to add these new permissions to any of your users/permission groups for continuity of user permission on the Hard Due date interface.

The new permissions are:

The eCARD integration builds on previous work and adds a generic method of integrating with Quipu’s eCARD and eRENEW services. This feature creates a location for a new Quipu-provided registration form that can be configured to send information to Quipu for address verification, as well as several new library settings related to the integration.

When active, this bypasses the regular Pending Patrons workflow.

Due to the nature of how Quipu configures eCARD on their end, it is strongly recommended that libraries work directly with Quipu to test before implementation.

SAML/Shibboleth Single Sign-On support is now available in the staff interface. New library settings for this feature include:

Before this release, library groups were visible in both the public catalog and the staff catalog. In this release, administrators can choose to display any library group in the Public Catalog or not using the "OPAC Visible?" checkbox in the Library Group administrative screen. If it is checked, the library group will display in both the staff catalog and the public catalog. If it is unchecked, it will only display in the staff catalog.

Any pre-existing library groups will automatically continue to be visible in the public catalog until an administrator configures them otherwise.

In previous versions of Evergreen, the subfields $n and $p appeared at the end of the title in the Item Status screen, regardless of the order they appeared in the MARC record’s 245 field.

These subfields now appear in the order they were specified in the 245 field.

Note that if you have customized the mods32 XML transform, you will need to make the relevant adjustments yourself: in the titleNonfiling section, the list of subfields should include n and p, and this section should not call the "part" template.

Adds MARC 341, accessibility metadata terms, and 532, accessibility notes, to the OPAC bib record templates. Terms in 341 are displayed as tags and appear in the search results record summary as well as the single record display. Content in 532 is not included in the search results summary and is displayed as entered by the cataloger.

Adds an advanced search filter group for accessibility terms based on 341 subfields a, b, c, d, and e.

Also adds seed data for accessibility-related record attribute definitions and coded value map entries for use in search filters for MARC 341.

Terms are taken from the https://schema.org/accessMode and https://schema.org/accessibilityFeature vocabularies. OPAC visibility is based on mapping of accessibilityFeature terms to MARC as described in https://w3c.github.io/a11y-discov-vocab/crosswalk/#accessibilityfeature.

Note that accessibility hazard metadata (https://schema.org/accessibilityHazard) should be entered in MARC 532 notes as described in https://w3c.github.io/a11y-discov-vocab/crosswalk/#accessibilityhazard. Search filters for accessibility hazards are therefore not yet supported.

A new Shelving Location field has been added to hold policies and hold policy weights. This allows libraries to configure hold placement options based on which location the item belongs to.

This adds a set of Global Flags that define which payment types are refundable. Refundability is checked when the transaction summary (mbts) is updated by a payment of billing being added to the transaction. If the new raw (total billed - total paid) balance is negative, the negative balance is adjusted toward zero by, at most, the sum of all non-refundable, non-voided payments.

While it is expected that refundability settings will not change over time, transactions modified after changes to the refundability flags are recalculated based on the new settings. This allows batch changes to be triggered for all transactions, including historical ones, if desired.

Because Evergreen uses the balance_owed column of money.materialized_billable_xact_summary (mbts) as the authoritative transaction balance, rather than recalculating the balance on the fly, this is almost entirely free of money-related code changes outside of the balance-maintaining database functions. The exception to this is the addition of UI elements to indicate refundability of specific payments, and a new addition to the "statement" interface to show the total non-refundable payments made to transactions involved in the summary view.

The new Global Flags are:

You can now set org units as visible or not visible in the staff catalog. By default, all org units are visible in the staff catalog.

To change the visibility:

Org units that are not staff catalog visible will not appear in the following locations:

All org units will continue to be visible in the Holdings View, other admin screens, and reports.

These visibility settings meet a few use cases:

Shelving Location Groups are now included in the Library Selector of the Staff Catalog search form. This gives staff a similar experience to that of patrons.

To remove shelving location groups from the staff catalog library selector:

This does not remove shelving location groups from their current home in the library groups selector by default. However, you can remove them from the library groups selector if desired:

By combining these global flags, your Evergreen installation can include shelving location groups in either selector, both, or neither, according to your needs.

The Bootstrap version of the Kids' Catalog is fully accessible, mobile-friendly, and translateable. In addition, the new version eliminates the older version’s XML configuration file with a new staff client interface to improve the ease of updating highlighted home page topics and links.

This work also fixes several outstanding KPAC bugs including issues with the login template and redirect.