Evergreen 3.8 Release Notes

Several administrative interfaces for acquisitions have been rewritten to use the Angular framework:

====== Claiming ======

The interface for managing claim policies is now a single multi-tabbed page that combines the previous interfaces for:

The new interface can be found in Administration > Acquisitions Administration > Claiming.

====== Currencies and Exchange Rates ======

The previous two interfaces for managing currencies and exchange rates have been consolidated into one. The new interface allows users to create, modify, and delete currency types. In addition, the list of currencies now has Manage Exchange Rates buttons to allow specifying the exchange rate from the selected currency to another one.

If an exchange is set in one direction, e.g., from USD to EUR, opening the Manage Exchange Rates for EUR will show the inverse of the exchange rate for USD as a read-only field.

The new interface can be found in Administration > Acquisitions Administration > Currencies and Exchange Rates.

====== Distribution Formulas ======

The Angular interface for managing distribution formulas displays a grid of existing formulas and allows authorized users to create, modify, and delete formulas. The dialog for editing a formula allows the user to define one or more entries containing owning library, number of items, and optionally shelving location, fund, circulation modifier, and collection code.

The new interface can be found in Administration > Acquisitions Administration > Distribution Formulas.

====== EDI Attribute Sets ======

The Angular EDI attribute sets interface is similar to the previous one. However, it includes enhancements to display the number of providers using an attribute set as well as a View Providers button to navigate to those providers.

The new interface can be found in Administration > Acquisitions Administration > EDI Attribute Sets.

====== Fund Administration ======

The new fund administration interface unifies configuration of funding sources, purchasing funds, and fund tags. The interface has three tabs:

The Funds tab displays a filterable list of funds that allows the user to create, modify, and remove funds. The fund name is hyperlinked; clicking that hyperlink opens a dialog that has the following tabs:

The fund management dialog also allows the user to create allocations into the fund and transfer money away from the fund.

The funds tab also has a Fiscal Propagation and Rollover button. The library from the selector on the funds tab is used to set the context org unit for the propagation and rollover. Upon clicking the button, a dialog box appears that allows the user to select the fiscal year to propagate or rollover, checkboxes to specify whether to also perform a fiscal year close-out and whether to limit a close-out to encumbrances, and a checkbox to specify whether or not to do a dry run. Upon completion of the propagation, the dialog will display summary results.

The Funding Sources tab displays a filterable list of funding sources and allows the user to create funding sources, apply and view credits, allocate money to funds, and view allocations.

The Fund Tags tab presents a grid that allows users view view, create, modify, and delete fund tags. Assigning a tag to a fund is done using the fund management dialog.

The new interface can be found in Administration > Acquisitions Administration > Fund Administration.

====== Other Changes ======

The following miscellaneous changes are included in this work:

A new auditor table now exists for the acq.fund_debit table. This allows detailed reporting on changes to encumbrances and expenditures over time.

It is now possible for a system administrator to select whether a particular browse entry field’s case should be considered when determining uniqueness. A new "Browse Folding is Case-Insensitive" column has been added to the Administration → Server Administration → MARC Search/Facet Fields interface. Note that a bib record reingest will be required for changes to take effect.

Key differences from the AngularJS Holdings and Item Attr. editor interfaces include the following:

Importing or updating authority records with long subfields, i.e. in the vicinity of 5,000 characters or more in length, can cause database errors that will prevent the update or import from happening. The error occurs because non-full text indexes in PostgreSQL have a limited length, and long fields sometimes lead to index entries that exceed this maximum value.

In order to rectify this issue, two database indexes on the authority.full_rec table’s value column have been redefined to match their counterparts in the metabib.real_full_rec table. After this update, only the first 1024 characters of an authority field or subfield will be considered by these indexes.

Now when retrieving the bibliographic record with the id of -1 the delete button will be missing and the save button is disabled.

In addition, new database rules now protect bib record ID -1, call number ID -1 and copy location ID 1 from editing.

Adds a new field "Update Bib Edit Date" to Vandelay merge profiles which allows users to update the edit date and editor information on a merged/overlaid bib record without also having to modify the bib source.

For backwards compatibility, any existing merge profiles that have "Update Bib Source" applied will also get "Update Bib Edit Date" applied.

In the Angular staff catalog, when viewing the list of bib records linked to a heading, it’s now possible to navigate to the previous or next heading directly on the bib list page without having to return to the original browse search.

Bibliographic record notes (i.e., administrative notes stored in the biblio.record_note table, not 5XX fields in the MARC record) can now be edited from the Record Notes tab. Three new permissions manage this and should be added to cataloging accounts and permission groups as appropriate: CREATE_RECORD_NOTE, UPDATE_RECORD_NOTE, and DELETE_RECORD_NOTE. There is an optional public display flag that is not yet supported in the public catalog but included to support future functionality.

This feature adds two new library settings:

Which intersect the behavior of these existing settings:

Each of these settings affect how item price is used in various contexts and is not limited to "lost" items, but can affect notices, fine rules, and billings for long overdue and damaged items (as well as lost items).

By default, the price field on items is the only field considered by these various uses, but if we set, for example, "Use Item Price or Cost as Primary Item Value" to "cost", then we’ll use the cost field instead of the price field.

Alternately, if we set the "Backup Item Value" to "cost" and either leave the "Primary Item Value" setting unset or set to "price", then we’ll consider the price field first, and if it is either unset/null or equal to 0 (and "Charge lost on zero" is true), then it’ll fall-through to the cost field. We can also flip the behavior with these settings and consider cost first and then price second.

The primary intended use case for this feature is:

The holds pull list screen now includes a library/org unit selector. This allows staff to view the pull list of any library where they have VIEW_HOLDS permissions, rather than having to log in to a workstation at that library.

The holds pull list now uses Angular and has an address of /eg2/en-US/staff/circ/holds/pull-list.

A reimplementation of the Item Triggered Events Log interface, building on the Patron Triggered Events Log Angular reimplementation.

A new setting has been added named lib.my_account_url to provide a path usable in templates to a patron’s account login. Both this and the existing lib.info_url settings are now available in the server-side processed templates, action triggers and traditional print receipts.

Web side processed templates can be found in Administration → Server Administration → Print Templates.

You can add settings using the following syntax:

Print Receipts found in Administration → Workstation → Print Templates can be added with these includes:

Action triggers can use both values with the helpers.get_org_setting include. Example:

This reworks the override action dialogs in the patron display for Check Out and Items Out, and in the Circulation → Renew Items interface. It exposes the auto-override behavior as checkboxes giving staff more fine-grained control over which events are auto-forced or skipped upon subsequent encounters. It also changes the Cancel action for batch renewals to abort the remaining renewals in the batch, and makes it so that new authorization credentials provided during such a batch will be treated as an operator change for the entire batch. We also fix an existing bug where events marked as already encountered for auto-override could leak into other patron contexts via Patron Search.

A reimplementation of the Patron Triggered Events Log interface along with supporting infrastructure for speedier results with large datasets.

Editing of the patron’s photo URL can now be done in the staff client’s patron registration and edit screen. A new permission UPDATE_USER_PHOTO_URL controls the ability to actually edit the field.

The deprecated open-ils.circ.renew.auto API was removed. You will want to use open-ils.circ.renew with the auto_renewal option set to 1. This mainly affects those who have written custom code using the open-ils.circ backend.

There is a new setting called "Void item deposit fee on checkin" that, when enabled, will cause items that have deposit billings to be automatically voided.

Patron notes, messages, alert messages, and standing penalties have been folded into one Notes interface. Notes designated as public will show in the My Account → Message Center in the public catalog for patrons.

The underlying data structure has also changed with all notes living in the actor.usr_message table, so report writers will need to change the following paths in existing reports:

And for actor.usr_message, there is now both a pub column and a deleted column.

Depending on privacy policies, system administrators may wish to set up a recurring process to truly delete older entries in actor.usr_message that have been flagged as deleted.

For example:

The addition of the Angular Staff Catalog surfaced a double-encoding issue with redirects in certain Apache versions. This caused searches for multiple words to have %20 in place of spaces, almost certainly resulting in 0 results.

In order to apply this fix, change the Angular redirects in eg_vhost.conf from

to

This changes the Stripe code in the public catalog to use their PaymentIntents and confirmCreditCard API, which is recommended over their Charges API. Credit card charges are no longer finalized (captured/confirmed) on Evergreen’s backend, though the backend does check whether a payment was made successfully before recording it.

A new reports source, Item Statistics View is available. Certain third-party products such as collection development management providers require copy statistics that are not readily available in a single report. This view adds those, which will also benefit library staff reports generally.

To add the view, a system administrator will need to (re-)run the example.reporter-extension.sql script, which will create the new view in the database.

This standardizes how the existing Hold/Copy Ratio reports sources count holdable copies; notably, metarecord copies are no longer counted in these report sources and all sources now use action.hold_copy_map.

Any reports using these sources will need to be rewritten.

A new source that breaks out counts by patron home library was also added, named Hold/Copy Ratio per Bib and Home Library.

A new view is added to the reporter with links from Call Number that will allow users to display or filter on the Dewey 10’s or 100’s block or range that a call number falls within. They can be accessed by following the "Dewey Classification" link from Call Number.

Reports now include an option for more detailed age divisions for users based on the entered date of birth. Divisions include:

This new column is accessible from ILS User → Demographic Info and the new field is named "Detailed Age Division".