~evergreen-bugs/evergreen/rel_3_11

Evergreen 3.3 Release Notes
===========================
:toc:
:numbered:

Evergreen 3.3.6
----------------

This release contains bug fixes improving on Evergreen 3.3.5.

Upgrade Notes
~~~~~~~~~~~~~

The SendEmail reactor for Action/Trigger has been updated to use the
Email::MIME Perl module for proper encoding of the email message
header fields.  You should notice no functional difference in the
sending of emails.  This change does add a new prerequisite package,
so be sure to run the prerequisite installation procedure for your
Linux distribution before upgrading Evergreen.

The new dependency is the `libemail-mime-perl` package for Debian and
Ubuntu, and the `perl-Email-MIME` package for Fedora.

Bug Fixes
~~~~~~~~~

General
^^^^^^^

* Fixes an issue with sending emails on newer versions of Ubuntu and Debian (https://bugs.launchpad.net/evergreen/+bug/1801163[Bug 1801163])
* It is now harder to accidentally close modals in the Angular portions of the web client (https://bugs.launchpad.net/evergreen/+bug/1827942[Bug 1827942])
* Organizational Unit Selectors in the Angular portions of the web client now present libraries in the correct order (https://bugs.launchpad.net/evergreen/+bug/1857350[Bug 1857350])
* Fixes some permission-related code in the Angular portions of the web client (https://bugs.launchpad.net/evergreen/+bug/1860351[Bug 1860351])


Acquisitions
^^^^^^^^^^^^

* Fixes an issue with receiving line items from the general acquisitions search screen (https://bugs.launchpad.net/evergreen/+bug/1607922[Bug 1607922])

Cataloging
^^^^^^^^^^

* The new batch import/export interface now allows users to view and edit the incoming MARC records while inspecting an imported queue (https://bugs.launchpad.net/evergreen/+bug/1830923[Bug 1830923])
* Evergreen now asks users to confirm that they want to delete items that are in non-ideal statuses, like Checked Out (https://bugs.launchpad.net/evergreen/+bug/1735566[Bug 1735566])
* Catalogers can now apply copy alerts to multiple items at once when creating new items (https://bugs.launchpad.net/evergreen/+bug/1832735[Bug 1832735])
* The experimental staff catalog now uses the $ (dollar sign) instead of ‡ (double dagger) as the flat text editor's subfield delimiter (https://bugs.launchpad.net/evergreen/+bug/1848778[Bug 1848778])
* Fixes an issue that prevented catalogers from setting a bib source for a bibliographic record (https://bugs.launchpad.net/evergreen/+bug/1843599[Bug 1843599])
* Fixes a display issue in the experimental staff catalog holdings view (https://bugs.launchpad.net/evergreen/+bug/1840982[Bug 1840982])


Circulation
^^^^^^^^^^^

* The check in screen now honors the `ui.circ.suppress_checkin_popups` library setting (https://bugs.launchpad.net/evergreen/+bug/1437103[Bug 1437103])
* Fixes an issue with selecting bills on the Bill History tab (https://bugs.launchpad.net/evergreen/+bug/1780283[Bug 1780283])
* Improves performance of the hold shelf functionality (https://bugs.launchpad.net/evergreen/+bug/1855329[Bug 1855329])
* Fixes a display issue with the check out screen's due date box on wider screens (https://bugs.launchpad.net/evergreen/+bug/1803406[Bug 1803406])
* The check out screeen no longer allows due dates in the past (https://bugs.launchpad.net/evergreen/+bug/1712644[Bug 1712644])
* Circulation staff with appropriate permissions can now override certain circulation alerts (Bugs https://bugs.launchpad.net/evergreen/+bug/1851434[Bug 1851434] and https://bugs.launchpad.net/evergreen/+bug/1827901[1827901])
* Loan duration rules can now include hour lengths that are longer than two digits (https://bugs.launchpad.net/evergreen/+bug/1857156[Bug 1857156])
* The check in grid now has an optional Monograph Parts column (https://bugs.launchpad.net/evergreen/+bug/1739609[Bug 1739609])


Acknowledgements
~~~~~~~~~~~~~~~~
We would like to thank the following individuals who contributed code,
testing and documentation patches to the 3.3.6 point release of Evergreen:

* John Amundson
* Zavier Banks
* Katlyn Beck
* Jason Boyer
* Dan Briem
* Galen Charlton
* Garry Collum
* Bill Erickson
* Rogan Hamby
* Kyle Huckins
* Terran McCanna
* Michele Morgan
* Mike Rylander
* Jane Sandberg
* Dan Scott
* Chris Sharp
* Remington Steed
* Jason Stephenson
* Josh Stompro
* Beth Willis


Evergreen 3.3.5
----------------

This release contains bug fixes improving on Evergreen 3.3.4.

Bug Fixes
~~~~~~~~~

* MARC View Display Issues (https://bugs.launchpad.net/evergreen/+bug/1843637[Bug 1843637])
* Add missing columns to patron record (https://bugs.launchpad.net/evergreen/+bug/1739607[Bug 1739607])
* Mark the permission.grp_descendants database table as STABLE (https://bugs.launchpad.net/evergreen/+bug/1768141[Bug 1768141])
* Webstaff locale picker repair (https://bugs.launchpad.net/evergreen/+bug/1560805[Bug 1560805])
* Assign copy alert permissions (https://bugs.launchpad.net/evergreen/+bug/1811442[Bug 1811442])
* Fix issue where reports interface was partially loaded (https://bugs.launchpad.net/evergreen/+bug/1845050[Bug 1845050])
* Handle autorenewals when aging circulations (https://bugs.launchpad.net/evergreen/+bug/1840669[Bug 1840669])
* Default circulation auto_renewal field to FALSE (https://bugs.launchpad.net/evergreen/+bug/1839002[Bug 1839002])
* Add missing Auto Renewal fields to the IDL (https://bugs.launchpad.net/evergreen/+bug/1835577[Bug 1835577])
* Refactor auto_renewal back end code (https://bugs.launchpad.net/evergreen/+bug/1835035[Bug 1835035])
* Update Item Status templates for auto-renewal (https://bugs.launchpad.net/evergreen/+bug/1835085[Bug 1835085])
* Improve permissions when editing user accounts (e.g. editing your own account) (https://bugs.launchpad.net/evergreen/+bug/1842940[Bug 1842940])
* Reduce the cost of utility functions, speeding up search (https://bugs.launchpad.net/evergreen/+bug/1836963[Bug 1836963])
* Fix Current Date in Date Returned in Circ History CSV (https://bugs.launchpad.net/evergreen/+bug/1813056[Bug 1813056])
* Fix Last Captured Hold Check for Holds Shelf (https://bugs.launchpad.net/evergreen/+bug/1827250[Bug 1827250])
* Only include OPAC-visible copies in SRU/Z39.50 holdings (https://bugs.launchpad.net/evergreen/+bug/1609556[Bug 1609556])
* Re-alphabetize Local & Server Administration Links (https://bugs.launchpad.net/evergreen/+bug/1803790[Bug 1803790])
* Allow saving Bill Full Details grids (https://bugs.launchpad.net/evergreen/+bug/1729435[Bug 1729435])
* Improve usability of Patron Bill History date selector (https://bugs.launchpad.net/evergreen/+bug/1841089[Bug 1841089])
* MARC Batch Import/Export: Disable grid row select on queued record matches (https://bugs.launchpad.net/evergreen/+bug/1842763[Bug 1842763])
* Fix when the "duplicate barcode" alert appears (https://bugs.launchpad.net/evergreen/+bug/1777698[Bug 1777698])
* Fix paging of pending patrons (https://bugs.launchpad.net/evergreen/+bug/1749970[Bug 1749970])
* Check bib visibility for located URI auto suggest (https://bugs.launchpad.net/evergreen/+bug/1802952[Bug 1802952])
* Patron Prefix and Suffix Display in Summary (https://bugs.launchpad.net/evergreen/+bug/1821969[Bug 1821969])
* Do not include Tag Owner in Tag (https://bugs.launchpad.net/evergreen/+bug/1825403[Bug 1825403])
* Browser refresh no longer closes an open purchase order (https://bugs.launchpad.net/evergreen/+bug/1765434[Bug 1765434])
* Avoid hard-coded paths in Apache config (https://bugs.launchpad.net/evergreen/+bug/1844720[Bug 1844720])
* Close all open dialogs on Angular route change (https://bugs.launchpad.net/evergreen/+bug/1849372[Bug 1849372])
* Offline: Non-cataloged item receipt printing (https://bugs.launchpad.net/evergreen/+bug/1806783[Bug 1806783])
* Require some Storage submodules instead of use them (https://bugs.launchpad.net/evergreen/+bug/1835620[Bug 1835620])
* Remove extra grid refresh from configuration load (https://bugs.launchpad.net/evergreen/+bug/1846038[Bug 1846038])

Acknowledgements
~~~~~~~~~~~~~~~~
We would like to thank the following individuals who contributed code,
testing and documentation patches to the 3.3.5 point release of Evergreen:

* Andrea Buntz
* Bill Erickson
* Chris Sharp
* Dan Briem
* Dan Wells
* Galen Charlton
* Garry Collum
* Jane Sandberg
* Jason Boyer
* Jason Stephenson
* Jeff Davis
* Jeff Godin
* Jennifer Pringle
* John Amundson
* Josh Stompro
* Kyle Huckins
* Michele Morgan
* Mike Rylander
* Remington Steed
* Terran McCanna
* Tiffany Little

Evergreen 3.3.4
----------------
This release is a security release that fixes cross-site scripting
(XSS) vulnerabilities in the Evergreen public catalog. This release
also includes several other bugfixes improving on Evergreen 3.3.3.

Security Issue: XSS Vulnerability in Public Catalog
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
This release fixes several cross-site scripting (XSS) vulnerabilities
in the public catalog. When upgrading, Evergreen administrators should
review whether any of the following templates have been customized
or overridden. If so, either the template should be replaced with the
stock version or the XSS fix (which entails adding the `| html` filter
in several places) applied to the customized version.

 * `Open-ILS/src/templates/opac/browse.tt2`
 * `Open-ILS/src/templates/opac/parts/ebook_api/base_js.tt2`
 * `Open-ILS/src/templates/opac/parts/header.tt2`
 * `Open-ILS/src/templates/opac/parts/place_hold.tt2`
 * `Open-ILS/src/templates/opac/parts/place_hold_result.tt2`
 * `Open-ILS/src/templates/opac/parts/result/adv_filter.tt2`

They should also review the following templates.  If these templates have
been customized or overridden, either the template should be replaced with
the stock version or the XSS fix (which entails adding `rel="nofollow` to
external links) applied to the customized version.

* `Open-ILS/src/templates/opac/parts/record/summary.tt2`
* `Open-ILS/src/templates/opac/parts/result/table.tt2`


Other Bugfixes
~~~~~~~~~~~~~~
Evergreen 3.3.4 also includes the following changes:

General
^^^^^^^

* Users can now save sort priorities for grids throughout the client
(https://bugs.launchpad.net/evergreen/+bug/1790169[Bug 1790169])

Cataloging
^^^^^^^^^^

* The experimental staff catalog now includes a flat-text MARC editor
(https://bugs.launchpad.net/evergreen/+bug/1834665[Bug 1834665])


Circulation
^^^^^^^^^^^

* Default hold transit slips no longer include patron's personal
information (https://bugs.launchpad.net/evergreen/+bug/1735847[Bug 1735847])
* Fixes an issue with the reshelving process
(https://bugs.launchpad.net/evergreen/+bug/1018011[Bug 1018011])

Reports
^^^^^^^

* Fixes issues related to cloning templates made in the XUL client
(https://bugs.launchpad.net/evergreen/+bug/1796945[Bug 1796945])


Acknowledgements
~~~~~~~~~~~~~~~~
We would like to thank the following individuals who contributed code,
tests and documentation patches to the 3.3.4 security release of
Evergreen:

* Thomas Berezansky
* Jason Boyer
* Galen Charlton
* Jeff Davis
* April Durrence
* Bill Erickson
* Jason Etheridge
* Blake Graham-Henderson
* Andrea Buntz Neiman
* Debbie Luchenbill
* Dan Pearl
* Jane Sandberg
* Dan Scott
* Chris Sharp
* Remington Steed
* Jason Stephenson
* Dan Wells
* Derek C. Zoladz


Evergreen 3.3.3
---------------

This release contains bug fixes improving on Evergreen 3.3.2.

Bug fixes
~~~~~~~~~

General
^^^^^^^

* Various improvements to the Angular staff catalog (https://bugs.launchpad.net/evergreen/+bug/1823367[Bug #1823367])
* Accessibility improvements to the date picker calendar button (https://bugs.launchpad.net/evergreen/+bug/1796903[Bug #1796903])
* Blank values in CSV grid downloads now show as blank instead of 'null' (https://bugs.launchpad.net/evergreen/+bug/1766982[Bug #1766982])
* Accessibility improvements to grid rows (https://bugs.launchpad.net/evergreen/+bug/1796936[Bug #1796936])
* Adds keyboard shortcuts to Angular client (https://bugs.launchpad.net/evergreen/+bug/1829567 [Bug#1829567])
* Fixes invalid language codes in the staff client and KPAC (https://bugs.launchpad.net/evergreen/+bug/1802593[Bug #1802593])
* Removes duplicate columns from several grids (https://bugs.launchpad.net/evergreen/+bug/1683385[Bug 1683385])
* Fixes some misleading comments in the Angular code (https://bugs.launchpad.net/evergreen/+bug/1836962[Bug #1836962])
* Fixes display issue with menus at certain screen resolutions (https://bugs.launchpad.net/evergreen/+bug/1813078[Bug 1813078])
* Fixes error display on failed Angular login (https://bugs.launchpad.net/evergreen/+bug/1834969[Bug # 1834969])
* Fixes rows-selected message in Angular grid (https://bugs.launchpad.net/evergreen/+bug/1832148[Bug #1832148])
* Fixes display error with comboboxes in accordions (https://bugs.launchpad.net/evergreen/+bug/1832146[Bug #1832146])
* Updates to the Angular client's .editorconfig file. (https://bugs.launchpad.net/evergreen/+bug/1838136[Bug #1838136])

Acquisitions
^^^^^^^^^^^^

* Adds fund year to Distribution Formula fund dropdown menu (https://bugs.launchpad.net/evergreen/+bug/1329920[Bug 1329920])

Administration
^^^^^^^^^^^^^^

* Fixes errors from ng x118n (https://bugs.launchpad.net/evergreen/+bug/1835990[Bug 1835990]

Cataloging
^^^^^^^^^^

* Extra whitespace in 856$9 subfields no longer prevents located URIs from being displayed in electronic resource records. (https://bugs.launchpad.net/evergreen/+bug/1722827[Bug #1722827])
* Fixes issue in Item Status import where spaces or empty lines in barcode files caused an import failure (https://bugs.launchpad.net/evergreen/+bug/1798187[Bug #1798187])
* The Item Status list and detail views now have the same actions available. (https://bugs.launchpad.net/evergreen/+bug/1775920[Bug #1775920])
* Adds record summary display to merge records (https://bugs.launchpad.net/evergreen/+bug/1739292[Bug #1739292])
* Fixes issue in Bucket grids where grid configurations were not saving correctly (https://bugs.launchpad.net/evergreen/+bug/1805895[Bug# 1805895])
* Fixes an issue with the Edit buttons in the Merge Records interface. (https://bugs.launchpad.net/evergreen/+bug/1836229[Bug #1836229])
* "Local catalog" is now at the top of the list of Z39.50 sources. (https://bugs.launchpad.net/evergreen/+bug/1787676[Bug #1787676])
* Fixes issue with authority_control_field.pl script (https://bugs.launchpad.net/evergreen/+bug/1650409[Bug #1650409])
* Fixes an issue with the _Clear_ button in the holdings template editor. (https://bugs.launchpad.net/evergreen/+bug/1803584[Bug #1803584])

Circulation
^^^^^^^^^^^

* Fixes the Mark Item Damaged action (https://bugs.launchpad.net/evergreen/+bug/1759864[Bug #1759864])
* Fixes slowness issues with checkin and checkout grids (https://bugs.launchpad.net/evergreen/+bug/1777207[Bug #1777207])
* Fixes an issue that allowed staff to renew items to dates in the past. (https://bugs.launchpad.net/evergreen/+bug/1034058[Bug #1034058])
* Fixes an error that occured when checking in lost items when a certain setting was enabled. (https://bugs.launchpad.net/evergreen/+bug/1511765[Bug #1511765])
* Fixes an issue that caused the money summary to be missing from the patron record Bills tab. (https://bugs.launchpad.net/evergreen/+bug/1800484[Bug #1800484])
* Improves translations in Mark Damaged Popup. (https://bugs.launchpad.net/evergreen/+bug/1742523[Bug #1742523])


Reports
^^^^^^^

* Users can now hard code a list of filter values in a report template (https://bugs.launchpad.net/evergreen/+bug/1785061[Bug #1785061])
* Fixes an issue that caused column labels to re-sort when deleting fields in a template. (https://bugs.launchpad.net/evergreen/+bug/1751800[Bug #1751800])
* Fixes column type for Billing Totals and Billing Paid columns (https://bugs.launchpad.net/evergreen/+bug/1681930[Bug #1681930])

Public Catalog
^^^^^^^^^^^^^^

* Accessibility improvements to form fields. (https://bugs.launchpad.net/evergreen/+bug/1735768[Bug #1735768])

Angular Staff Catalog
^^^^^^^^^^^^^^^^^^^^^

* Fixes replace barcode function in Angular staff catalog (https://bugs.launchpad.net/evergreen/+bug/1837067[Bug #1837067])
* Fixes retrieve last bib record in Angular staff catalog (https://bugs.launchpad.net/evergreen/+bug/1830424[Bug #1830424])
* Makes patron barcode clickable in Angular holds grid (https://bugs.launchpad.net/evergreen/+bug/1839548[Bug #1839548])

Acknowledgments
~~~~~~~~~~~~~~~
We would like to thank the following individuals who contributed code,
testing and documentation patches to the 3.3.3 point release of
Evergreen:

* Kristy Bauman
* A. Bellenir
* Jason Boyer
* Dan Briem
* Andrea Buntz Neiman
* Galen Charlton
* Garry Collum
* Jeff Davis
* Bill Erickson
* James Fournie
* Rogan Hamby
* Kyle Huckins
* Cheyenne Jones
* Tiffany Little
* Jeanette Lundgren
* Michele Morgan
* Mike Risher
* Geoff Sams
* Jane Sandberg
* Chris Sharp
* Remington Steed
* Jason Stephenson
* Josh Stompro
* Meg Stroup
* Dan Wells
* Beth Willis


Evergreen 3.3.2
----------------

This release contains bug fixes improving on Evergreen 3.3.1.
All bug fixes refer to the web staff client unless otherwise specified.

Bug fixes
~~~~~~~~~

Circulation
^^^^^^^^^^^
* Corrects a rounding error that caused fines to exceed the max fines
amount
(https://bugs.launchpad.net/evergreen/+bug/1704819[Bug #1704819])
* Corrects an issue with printing Items Out receipts
(https://bugs.launchpad.net/evergreen/+bug/1790896[Bug #1790896])
* SIP Visa payments are now recorded as credit card, rather than cash
payments
(https://bugs.launchpad.net/evergreen/+bug/1796942[Bug #1796942])
* Converting change to patron credit no longer requires staff members
to refresh the screen to see the new credit
(https://bugs.launchpad.net/evergreen/+bug/1775639[Bug #1775639])
* The patron summary now includes tooltips that were available in
the XUL client
(https://bugs.launchpad.net/evergreen/+bug/1772206[Bug #1772206])
* The patron holds grid now includes a SMS Carrier column
(https://bugs.launchpad.net/evergreen/+bug/1748265[Bug #1748265])
* When registering a new patron from Pending Patrons, the address
type dropdown now supports a default value
(https://bugs.launchpad.net/evergreen/+bug/1816180[Bug #1816180])
* The Items Out grid now includes a Monograph Parts column
(https://bugs.launchpad.net/evergreen/+bug/1789257[Bug #1789257])
* The annotate checkbox on the bill payment screen is now sticky
(https://bugs.launchpad.net/evergreen/+bug/1759343[Bug #1759343])
* Group member details grid settings can now be saved
(https://bugs.launchpad.net/evergreen/+bug/1774707[Bug #1774707])
* The patron registration date of birth field can now display a
format example
(https://bugs.launchpad.net/evergreen/+bug/1819181[Bug #1819181])

Cataloging
^^^^^^^^^^

* The MARC editor displays a warning when a cataloger attempts to
close the tab without saving
(https://bugs.launchpad.net/evergreen/+bug/1538678[Bug #1538678])
* The MARC editor displays a warning when permissions issues
prevent a record from saving
(https://bugs.launchpad.net/evergreen/+bug/1693580[Bug #1693580])
* The holdings editor saves default values more consistently
(https://bugs.launchpad.net/evergreen/+bug/1812900[Bug #1812900])
* The flat-text editor now uses a monospace font
(https://bugs.launchpad.net/evergreen/+bug/1817601[Bug #1817601])
* Statistical categories and their entries are now alphabetized in the
holdings editor (Bugs
https://bugs.launchpad.net/evergreen/+bug/1744386[Bug #1744386] and
https://bugs.launchpad.net/evergreen/+bug/1777184[Bug #1777184])
* The holdings editor now lists monograph parts in reverse alphabetical
order
(https://bugs.launchpad.net/evergreen/+bug/1760893[Bug #1760893])
* Buckets created from the MARC Batch Import process are now available
in the MARC Batch Edit interface
(https://bugs.launchpad.net/evergreen/+bug/1440890[Bug #1440890])
* The record bucket interface only displays the Merge action when
multiple records are selected
(https://bugs.launchpad.net/evergreen/+bug/1760599[Bug #1760599])
* Fixes an issue with the displayed number of items out
(https://bugs.launchpad.net/evergreen/+bug/1770217[Bug #1770217])

Client
^^^^^^

* Fixes conflicting dependency information caused be the release of
Angular 8
(https://bugs.launchpad.net/evergreen/+bug/1830972[Bug #1830972])
* Angular grids include several new accessibility features and
keyboard shortcuts
(https://bugs.launchpad.net/evergreen/+bug/1816480[Bug #1816480])
* The menu in the top right corner is now named "Logout and more..."
(https://bugs.launchpad.net/evergreen/+bug/1796914[Bug #1796914])
* Several dropdown menus now require less scrolling
(https://bugs.launchpad.net/evergreen/+bug/1669120[Bug #1669120])
* Improve Angular dialog boxes
(https://bugs.launchpad.net/evergreen/+bug/1823041[Bug #1823041])
* Fix display of boolean values in Angular interfaces
(https://bugs.launchpad.net/evergreen/+bug/1833080[Bug #1833080])


Public Catalog
^^^^^^^^^^^^^^

* Avoids Internal Server Errors on search result page
(https://bugs.launchpad.net/evergreen/+bug/1155706[Bug #1155706])
* Double clicking the Place Hold button can no longer result in
multiple holds
(https://bugs.launchpad.net/evergreen/+bug/1029601[Bug #1029601])

Reports
^^^^^^^

* Adds a more user-friendly interface for boolean filters
(https://bugs.launchpad.net/evergreen/+bug/1642337[Bug #1642337])

System administration
^^^^^^^^^^^^^^^^^^^^^

* Improves consistency in terminology in the Local Administration
screen
(https://bugs.launchpad.net/evergreen/+bug/1776913[Bug #1776913])
* The Library Settings Editor now displays some example timezones
for the lib.timezone setting
(https://bugs.launchpad.net/evergreen/+bug/1817332[Bug #1817332])

Automated tests
^^^^^^^^^^^^^^^
* Fixes an automated test related to translations and internationalization
(https://bugs.launchpad.net/evergreen/+bug/1768987[Bug #1768987])

Database
^^^^^^^^

* Adds some foreign key functions that may be missing from your database
(https://bugs.launchpad.net/evergreen/+bug/1772028[Bug #1772028])


Acknowledgments
~~~~~~~~~~~~~~~
We would like to thank the following individuals who contributed code,
testing and documentation patches to the 3.3.2 point release of
Evergreen:

* John Amundson
* a. bellenir
* Jason Boyer
* Galen Charlton
* Garry Collum
* Dawn Dale
* Jeff Davis
* Bill Erickson
* Jason Etheridge
* Lynn Floyd
* Jeff Godin
* Rogan Hamby
* Kyle Huckins
* Sam Link
* Terran McCanna
* Michele Morgan
* Bill Ott
* Suzanne Paterno
* Dan Pearl
* Mike Risher
* Geoff Sams
* Jane Sandberg
* Janet Schrader
* Remington Steed
* Jason Stephenson
* Josh Stompro
* Cesar Velez
* Dan Wells


Evergreen 3.3.1
---------------

This release contains bug fixes improving on Evergreen 3.3.0.

Bug fixes
~~~~~~~~~

General
^^^^^^^

* Fixes a compatibility problem with the Item Status screen related to
  JavaScript arrow functions
  (https://bugs.launchpad.net/evergreen/+bug/1821196[Bug #1821196])

Booking
^^^^^^^

* Fixes a bug in the Booking URL path that failed with newer Apache
  (https://bugs.launchpad.net/evergreen/+bug/1823387[Bug #1823387])

Circulation
^^^^^^^^^^^

* Fixes a display bug with the patron record Group Members list
  (https://bugs.launchpad.net/evergreen/+bug/1642036[Bug #1642036])
* Fixes title sort on the patron Items Out Screen
  (https://bugs.launchpad.net/evergreen/+bug/1782014[Bug #1782014])
* Fixes a refresh bug on the catalog record Holds View tab when moving between
  records (https://bugs.launchpad.net/evergreen/+bug/1792188[Bug #1792188])
* Fixes the ability to place holds from item buckets
  (https://bugs.launchpad.net/evergreen/+bug/1806394[Bug #1806394])

Cataloging
^^^^^^^^^^

* Fixes a bug where copy templates would not apply properly
  (https://bugs.launchpad.net/evergreen/+bug/1788680[Bug #1788680])
* Fixes the default cursor focus on the holdings editor
  (https://bugs.launchpad.net/evergreen/+bug/1752968[Bug #1752968])
* Fixes a bug with Postgres 10 support related to MARC Batch Import/Export
  (https://bugs.launchpad.net/evergreen/+bug/1820339[Bug #1820339])
* Fixes a bug in the new MARC Import/Export related to Record Match Set
  expressions (https://bugs.launchpad.net/evergreen/+bug/1823982[Bug #1823982])
* Fixes a bug that failed to honor the "Retain empty bib records"
  (cat.bib.keep_on_empty) setting when transferring items
  (https://bugs.launchpad.net/evergreen/+bug/1333893[Bug #1333893])
* Fixes a bug that failed to include deleted bib records in TCN search
  (https://bugs.launchpad.net/evergreen/+bug/1813633[Bug #1813633])

System administration
^^^^^^^^^^^^^^^^^^^^^

* Added database indexes to speed up purging of Action Trigger event output
  fields (https://bugs.launchpad.net/evergreen/+bug/1778940[Bug #1778940])
* Fixes the help text in action_trigger_aggregator.pl related to the remote-acct
  argument (https://bugs.launchpad.net/evergreen/+bug/1803729[Bug #1803729])
* Adds a missing page title for the Closed Dates Editor
  (https://bugs.launchpad.net/evergreen/+bug/1814943[Bug #1814943])
* Adds a missing page title for the Statistical Popularity Badges admin page
  (https://bugs.launchpad.net/evergreen/+bug/1826890[Bug #1826890])
* Changes the direction of column sort indicators in the new Angular grids
  (https://bugs.launchpad.net/evergreen/+bug/1825578[Bug #1825578])
* Adds Hatch printing support to the new Angular screens
  (https://bugs.launchpad.net/evergreen/+bug/1793005[Bug #1793005])


Acknowledgments
~~~~~~~~~~~~~~~
We would like to thank the following individuals who contributed code,
testing and documentation patches to the 3.3.1 point release of
Evergreen:

* John Amundson
* Jason Boyer
* Galen Charlton
* Garry Collum
* Jeff Davis
* Bill Erickson
* Jason Etheridge
* Blake Graham-Henderson
* Rogan Hamby
* Millissa Macomber
* Katie G. Martin
* Terran McCanna
* Mike Rylander
* Jane Sandberg
* Janet Schrader
* Dan Scott
* Ben Shum
* Remington Steed
* Jason Stephenson
* Josh Stompro
* Dan Wells
* Beth Willis
* John Yorio


3.3.0 Upgrade notes
-------------------

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:

[source,sql]
-------------------------------------------------------------------------
BEGIN;

-- 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 
WHERE 
    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
WHERE
    ident_type2 = 101; -- !! CHANGE TO SUIT

COMMIT;
-------------------------------------------------------------------------


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:

[source,sql]
------------------------------------------------------------------------
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
      (evergreen.unaccent_and_squash(first_given_name));
CREATE INDEX actor_usr_second_given_name_unaccent_idx ON actor.usr
      (evergreen.unaccent_and_squash(second_given_name));
CREATE INDEX actor_usr_family_name_unaccent_idx ON actor.usr
      (evergreen.unaccent_and_squash(family_name));
------------------------------------------------------------------------ 


3.3.0 New Features
------------------

Administration
~~~~~~~~~~~~~~

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.

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
----



Architecture
~~~~~~~~~~~~

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.



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.




Cataloging
~~~~~~~~~~

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.


Circulation
~~~~~~~~~~~

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.

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.



Client
~~~~~~

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.

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



OPAC
~~~~

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.

Display UPC as Option for Public Catalog Advanced Search
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
The Numeric Search tab of the public catalog Advanced Search
now includes an option to search by UPC (Universal Product Code).



3.3.0 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
* CW MARS
* 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.