1. Upgrade notes

1.1. Migrating Parent/guardian information

Sites who traditionally store parent/guardian information in the patron Secondary Identification field can migrate values from this field to the new guardian field with the following SQL:


-- 1. Find the local ID of the parent/guardian identification type

SELECT * FROM config.identification_type;

-- 2. On my test system, the id is "101".  It will vary!.
-- Migrate the value from the ident2 field to the guardian field.

UPDATE actor.usr
    SET guardian = ident_value2
    ident_type2 = 101 -- !! CHANGE TO SUIT
    AND ident_value2 IS NOT NULL
    AND ident_value2 <> '';

-- 3. delete the original secondary identification data

UPDATE actor.usr
    SET ident_value2 = NULL, ident_type2 = NULL
    ident_type2 = 101; -- !! CHANGE TO SUIT


1.2. Upgrading PostgreSQL

Evergreen now supports PostgreSQL 9.6 and 10. If you upgrade your database from a PostgreSQL version of 9.5, or lower, to PostgreSQL versions 9.6 or 10, you will need to recreate 3 indexes in additon to the normal database upgrade steps. The index recreation is necessary because of changes to the PostgreSQL unaccent extension module.

The following snippet of SQL code will do the necessary steps:

DROP INDEX actor_usr_first_given_name_unaccent_idx;
DROP INDEX actor_usr_second_given_name_unaccent_idx;
DROP INDEX actor_usr_family_name_unaccent_idx;
CREATE INDEX actor_usr_first_given_name_unaccent_idx ON actor.usr
CREATE INDEX actor_usr_second_given_name_unaccent_idx ON actor.usr
CREATE INDEX actor_usr_family_name_unaccent_idx ON actor.usr

2. New Features

2.1. Administration

2.1.1. Include Item Status in marc_export Items Export

The marc_export script now includes the item status in the 852 subfield s when exporting items.

2.1.2. Ability to Reingest Certain Record Attributes In pingest.pl

An option, --attr, has been added to the pingest.pl support script that allows the user to specify which record attributes to reingest. It can be used one or more times to specify one or more attributes to ingest. It can be omitted to reingest all record attributes. This option is ignored if the --skip-attrs option is used.

The --attr option is most useful after doing something specific that requires only a partial ingest of records. For instance, if you add a new language to the config.coded_value_map table, you will want to reingest the item_lang attribute on all of your records. The following command line will do that, and only that, ingest:

$ /openils/bin/pingest.pl --skip-browse --skip-search --skip-facets \
    --skip-display --attr=item_lang

2.2. Architecture

2.2.1. Database Support for PostgreSQL 10

The Evergreen database can now be built with PostgreSQL version 10.

This update has implications for developers who write PgTap tests. In versions of PostgreSQL prior to 10, one could write \set ECHO to disable the echoing of commands as they were run. In PostgreSQL version 10, using \set without a value is an error. One should now write \set ECHO none in order to disable the echoing of commands. This latter form works in all versions of PostgreSQL currently supported by Evergreen.

2.2.2. Ubuntu 18.04 Bionic Beaver

Evergreen can now be installed on Ubuntu 18.04 Bionic Beaver. To install the prerequisites, use ubuntu-bionic as the Makefile.install target.

This update also fixes a Perl warning in the HoldNotify module that is an error in the version of Perl (5.26) that is installed on Ubuntu 18.04.

2.3. Cataloging

2.3.1. MARC Import/Export Interface Update (Angular Port)

This MARC Import/Export (AKA Vandelay) interface is now built on Angular(7) instead of Dojo. The functionality is consistent with the previous version of the interface, with minor UI adjustments to match the Angular style, plus one new interface called Recent Imports.

Import Templates

Users may now save sets of import attributes from the MARC import form as named templates. Users may select a default template, applied on page load by default, and users may delete existing templates.

Recent Imports Tab

This is a new interface which allows users to see active and recent Vandelay sesssions originating from the same workstation or logged in user account. Active sessions include real-time progress information so the user may track the progress without refreshing the page.

This interface makes it possible to exit the main import tab or the Vandelay interface altogether and return at a later time to check on import progress. It also allows users to start multiple imports at the same time and follow the status of each in one interace.

Spine Label Sheet Printing

Catalogers can now print spine labels onto 8 1/2 x 11 inch label sheets.

2.4. Circulation

2.4.1. Patron Parent/Guardian Field

Patrons now have a new dedicated parent/guardian field. This field is editable in the patron edit interface, displays in the patron summary side bar on the browser client, and is search-able from the patron search interface in the browser client.

Patron Editor

In addition to the standard "show" and "suggest" visibility settings, the new guardian field comes with a library setting ui.patron.edit.guardian_required_for_juv ("GUI: Juvenile account requires parent/guardian"). When this setting is applied, a value will be required in the patron editor when the juvenile flag is active.

2.4.2. Allow Others to Use My Account (Privacy Waiver)

Patrons who wish to authorize other people to use their account may now do so via My Account. In the Search and History Preferences tab under Account Preferences, a new section labeled "Allow others to use my account" allows patrons to enter a name and indicate that the specified person is allowed to place holds, pickup holds, view borrowing history, or check out items on their account. This information is displayed to circulation staff in the patron account summary in the web client. (Staff may also add, edit, and remove entries via the patron editor.)

A new library setting, "Allow others to use patron account (privacy waiver)," is used to enable or disable this feature.

2.5. Client

2.5.1. Server and Booking Administration Moved To Angular

The Administration ⇒ Server Administration and Administration ⇒ Booking Administration pages have been ported to Angular using the new Angular grids. Entry points from both AngularJS and Angular web clients point to the new interfaces.

2.5.2. Option to Enable Experimental Angular Staff Catalog

A new org unit setting labeled GUI: Enable Experimental Angular Staff Catalog (ui.staff.angular_catalog.enabled) has been added, allowing sites to enable a menu option in the browser client for accessing the experimental Angular staff catalog.

When set to true, a new entry in the navigation bar appears in the Cataloging menu labled "Staff Catalog (Experimental)".

New Features (Since 3.2)
  • Pub date filter

  • Copy location filter

  • Group formats and editions

  • Identifier search

  • MARC search

  • Browse search

  • Place holds

  • Record baskets and actions

  • Record detail tabs/actions point to AngularJS versions where needed.

  • Record detail View In Catalog button

2.6. OPAC

2.6.1. View upcoming booking reservations in the OPAC

A new tab in the My Account section of the OPAC shows patrons information about reservations on their account. Here, patrons can check on upcoming reservations, as well as reservations they currently have checked out.

Note: this interface pulls its timezone from the Library Settings Editor. Make sure that you have a timezone listed for your library in the Library Settings Editor before using this feature.

The Numeric Search tab of the public catalog Advanced Search now includes an option to search by UPC (Universal Product Code).

3. Acknowledgments

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

  • King County Library System (KCLS)

  • MassLNC Evergreen Development Initiative

  • Pennsylvania Integrated Library System (PaILS)

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

  • Adam Bowling

  • Steve Callender

  • Eva Cerninakova

  • Jeff Davis

  • Jason Etheridge

  • Bill Erickson

  • Rogan Hamby

  • Kathy Lussier

  • Terran McCanna

  • Andrea Buntz Neiman

  • Jennifer Pringle

  • Jane Sandberg

  • Chris Sharp

  • Ben Shum

  • Remington Steed

  • Jason Stephenson

  • Anahi Valdez

  • Dan Wells

  • Stephen Woidowski

  • John Yorio

We also thank the following organizations whose employees contributed patches:

  • BC Libraries Cooperative

  • Catalyte


  • Emerald Data Networks

  • Equinox Open Library Initiative

  • Georgia PINES

  • King County Library System

  • Linn-Benton Community College

  • MassLNC

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