[open-ils-commits] [GIT] Evergreen ILS branch rel_2_1 updated. 5a90f4d9b701dcdf48793eee93774814ca050c64
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commit 5a90f4d9b701dcdf48793eee93774814ca050c64
Merge: ad9261a 4ce0e1c
Author: Galen Charlton <gmc at esilibrary.com>
Date: Tue Nov 8 08:36:24 2011 -0500
Merge remote branch 'working/collab/dbs/rel_2_1-release_notes' into rel_2_1
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
commit 4ce0e1c8ff00f790486ea9ebba331d6e45bbdb46
Author: Dan Scott <dscott at laurentian.ca>
Date: Mon Nov 7 21:46:22 2011 -0500
Release Notes: Suggestions from Grace Dunbar
Grace Dunbar <gdunbar at esilibrary.com> sent me a private email with some
suggestions for additions to the release notes; I've added many of her
suggestions, edited in some cases for grammar or to match the labels in
the staff client. Much appreciated, Grace!
Signed-off-by: Dan Scott <dscott at laurentian.ca>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index 09f64f8..6df7e8a 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -55,9 +55,12 @@ Circulation improvements
------------------------
* Transfer selected holds to a different title: It is now possible to select
multiple holds on a given title and transfer them to a different title.
- USE CASE?
-* Mark patron as exempt from collections: It is now possible to mark a patron
- as being exempt from being sent to collections.
+ Use case: Your library acquires another copy of "Pride and Prejudice and
+ Zombies", but as it is a new edition it must be cataloged as a new
+ bibliographic record; however, you would like to spread out some of the holds
+ queue from your current edition to the new edition.
+* Mark patron as exempt from billing collections: It is now possible to mark a
+ patron as being exempt from being sent to collections.
* Hold-driven recalls: It is now possible to define a loan
period threshold (such as 60 days) so that if a hold is placed on an item with
a loan period beyond that threshold, the system will automatically shorten the
@@ -66,7 +69,8 @@ Circulation improvements
been placed on this item, get it back before <new_due_date>".
* Weighting of the individual fields of the in-database circulation and holds
rules can now be configured, rather than using hard-coded values. This allows
- the importance of each field to be adjusted as needed.
+ the importance of each field to be adjusted as needed through the circulation
+ matrix weighting, hold matrix weighting, and weighting associations settings.
* The in-database circulation rules support "fall-through" wherein some
information can be left out of more specific rules and filled in from less
specific rules. For example, disabling fines for staff could be accomplished
@@ -75,7 +79,8 @@ Circulation improvements
* Grace periods are now stored in the database and set via circulation rules,
rather than passed into the fine generation code, and can thus differ between
different rules. They are also no longer based on a number of fine intervals,
- but are instead defined by their own specific interval.
+ but are instead defined by their own specific interval. This can eliminate
+ problems with closed date interpretation during grace periods.
Public interface improvements
-----------------------------
@@ -87,11 +92,13 @@ Public interface improvements
* Located URI visibility: Located URIs (856 fields with a subfield $9
specifying the shortname of the owning library) now show up in a search with
a context library of its owning library or below. For example, a Located URI
- with an owner of SYS1 WILL cause its record to show up in a search with a
+ with an owner of SYS1 *will* cause its record to show up in a search with a
context OU of BR1 or SYS1, regardless of depth scoping.
* Set a JavaScript cache token when `autogen.sh` is run, so that a subsequent
run of `autogen.sh` will automatically cause browsers to fetch refreshed
- copies of generated files.
+ copies of generated files. This improves the usability of the catalog after
+ upgrades or certain configuration changes by preventing browsers from relying
+ on stale cached copies of these files.
Serials enhancements
--------------------
@@ -117,10 +124,11 @@ Serials enhancements
reading room or non-circulating use.
* Caption/pattern enhancements:
** The Caption/Pattern Wizard now includes a graphical way to include
- regularity information (i.e., the values typically conveyed in the 85x subfield
- $y).
- ** Caption and pattern information can now be imported from the 85x fields of the
- MFHD, allowing the Caption/Pattern Wizard to be bypassed.
+ regularity information (that is, the values typically conveyed in the `85x`
+ subfield `$y`).
+ ** The Alternate Serials Control interface can now import caption and pattern
+ information from the 85x fields of the MFHD record, allowing the
+ Caption/Pattern Wizard to be bypassed.
* Can now create one-off issuances for unpredicted or unexpected serial issues.
* Improvements to the copy template editor for serials, including the addition
of reasonable default values for some fields.
@@ -137,11 +145,13 @@ Staff client improvements
* The client has a second toolbar for cataloging functions as well as options
controlling the presence and size of icons and presence and position of
labels. To support the preferences of individual staff, each workstation can
- be configured differently.
+ be configured differently. See the *Admin -> Workstation Administration ->
+ Toolbars* sub-menu for options.
* Patron registration now supports "Suggested" fields that are configurable
per library. In addition, library settings allow required fields to be
adjusted, and it is possible to specify regular expressions to validate
- input for many fields in the patron registration interface.
+ input for many fields in the patron registration interface. Open *Admin ->
+ Local Administration -> Library Settings Editor* and filter on `GUI`.
New configuration and administration settings
---------------------------------------------
@@ -175,13 +185,20 @@ New administration pages
The following new administration pages can all be accessed
from the `Admin | Server Administration` menu item in the staff client:
-* Call Number Prefixes
-* Call Number Suffixes
-* Circulation Matchpoint Weights
-* Hold Matchpoint Weights
-* MARC Coded Value Maps
-* MARC Record Attributes
-* Weights Associations
+* Call Number Prefixes: Populates a drop down menu in the new Unified Copy /
+ Call Number Editor
+* Call Number Suffixes: Populates a drop down menu in the new Unified Copy /
+ Call Number Editor
+* Circulation Matchpoint Weights: Related to the in-database Circulation and
+ Hold Rule configuration changes
+* Hold Matchpoint Weights: Related to the in-database Circulation and
+ Hold Rule configuration changes
+* MARC Coded Value Maps: Sets labels for fixed fields and extends the set of
+ values for display
+* MARC Record Attributes: Sets labels for fixed fields and extends the set of
+ values for display
+* Weights Associations: Related to the in-database Circulation and
+ Hold Rule configuration changes
New library settings
~~~~~~~~~~~~~~~~~~~~
commit 51d9da68fb6e1877089091a2603d4229ee88c2d3
Author: Galen Charlton <gmc at esilibrary.com>
Date: Mon Oct 10 10:49:56 2011 -0400
additional serial enhancements for 2.1 release notes
Credit: Lebbeous Fogle-Weekley
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index af1a8dc..09f64f8 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -95,6 +95,8 @@ Public interface improvements
Serials enhancements
--------------------
+* Routing lists: it is now possible to define and print routing lists for
+ subscriptions.
* Clone subscriptions: new functionality available in the alternate
serials control view to clone subscriptions, thereby speeding initial
setup of a lot of subscriptions.
@@ -113,6 +115,19 @@ Serials enhancements
allowing items to be received but not unitized (i.e., created as a
circulating copy record). This allows issues to be received for
reading room or non-circulating use.
+* Caption/pattern enhancements:
+ ** The Caption/Pattern Wizard now includes a graphical way to include
+ regularity information (i.e., the values typically conveyed in the 85x subfield
+ $y).
+ ** Caption and pattern information can now be imported from the 85x fields of the
+ MFHD, allowing the Caption/Pattern Wizard to be bypassed.
+* Can now create one-off issuances for unpredicted or unexpected serial issues.
+* Improvements to the copy template editor for serials, including the addition
+ of reasonable default values for some fields.
+* Various minor interface improvements, including new links between various pages
+ in the serials control interfaces and removing redundant questions from the holding code
+ mini-wizard.
+* Bugfixes to the batch receive interface.
Staff client improvements
-------------------------
commit 5dd72ba7799e6df343897ef076bdb411e79daa6f
Author: Galen Charlton <gmc at esilibrary.com>
Date: Mon Oct 10 10:14:33 2011 -0400
add table of new permissions in 2.1
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index fd99b67..af1a8dc 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -238,3 +238,33 @@ New library settings
| Recalls: Truncated loan period. | Recalls: When a recall is triggered, this defines the adjusted loan period for the item. For example, "4 days" or "1 week".
|===============================
+New user permissions
+~~~~~~~~~~~~~~~~~~~~
+[options="header"]
+|===============================
+| Code | Description
+| ADMIN_CODED_VALUE | Create/Update/Delete SVF Record Attribute Coded Value Map
+| ADMIN_SERIAL_ITEM | Create/Retrieve/Update/Delete Serial Item
+| ADMIN_SVF | Create/Update/Delete SVF Record Attribute Defintion
+| CREATE_BIB_PTYPE | Create Bibliographic Record Peer Type
+| CREATE_MONOGRAPH_PART | Create monograph part definition.
+| CREATE_PURCHASE_REQUEST | Create User Purchase Request
+| CREATE_VOLUME_PREFIX | Create prefix label definition.
+| CREATE_VOLUME_SUFFIX | Create suffix label definition.
+| DEBUG_CLIENT | Allows a user to use debug functions in the staff client
+| DELETE_BIB_PTYPE | Delete Bibliographic Record Peer Type
+| DELETE_MONOGRAPH_PART | Delete monograph part definition.
+| DELETE_VOLUME_PREFIX | Delete prefix label definition.
+| DELETE_VOLUME_SUFFIX | Delete suffix label definition.
+| MAP_MONOGRAPH_PART | Create/Update/Delete Copy Monograph Part Map
+| MARK_ITEM_MISSING_PIECES | Allows the Mark Item Missing Pieces action.
+| UPDATE_BIB_PTYPE | Update Bibliographic Record Peer Type
+| UPDATE_HOLD_REQUEST_TIME | Allows editing of a hold's request time, and/or its Cut-in-line/Top-of-queue flag.
+| UPDATE_MONOGRAPH_PART | Update monograph part definition.
+| UPDATE_PATRON_COLLECTIONS_EXEMPT | Allows a user to indicate that a patron is exempt from collections processing
+| UPDATE_PICKLIST | Allows update/re-use of an acquisitions pick/selection list.
+| UPDATE_VOLUME_PREFIX | Update prefix label definition.
+| UPDATE_VOLUME_SUFFIX | Update suffix label definition.
+| UPDATE_WORKSTATION | Allows update of a workstation during workstation registration override.
+| VIEW_USER_SETTING_TYPE | Allows viewing of configurable user setting types.
+|===============================
commit ff5b751259b1826958649910f8d54092faf14de1
Author: Galen Charlton <gmc at esilibrary.com>
Date: Mon Oct 10 10:08:04 2011 -0400
tweaks to the serials enhancements release notes
Thanks to Dan Wells for the input.
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index 4198e2d..fd99b67 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -100,7 +100,7 @@ Serials enhancements
setup of a lot of subscriptions.
* MFHD/Distribution summary methods: enable the summary method field for
generating summary holdings statements from the distribution and/or
- the record entry (MFHD). The four options that are available are:
+ the record entry (i.e., the MFHD). The four options that are available are:
** Add to record entry
** Merge with record entry
** Use record entry only
@@ -110,7 +110,9 @@ Serials enhancements
from an entire subscription, but not allow you to receive directly into
a specific unit.
* Unit-less receiving: new option for receiving serials into a 'no unit',
- allowing items to be received but not unitized.
+ allowing items to be received but not unitized (i.e., created as a
+ circulating copy record). This allows issues to be received for
+ reading room or non-circulating use.
Staff client improvements
-------------------------
commit 499ee94372592a8ed6eb6fda826314f4fde5b6af
Author: Galen Charlton <gmc at esilibrary.com>
Date: Mon Oct 10 09:57:06 2011 -0400
serials enhancements for 2.1 release notes
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index 5cd68dc..4198e2d 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -93,6 +93,25 @@ Public interface improvements
run of `autogen.sh` will automatically cause browsers to fetch refreshed
copies of generated files.
+Serials enhancements
+--------------------
+* Clone subscriptions: new functionality available in the alternate
+ serials control view to clone subscriptions, thereby speeding initial
+ setup of a lot of subscriptions.
+* MFHD/Distribution summary methods: enable the summary method field for
+ generating summary holdings statements from the distribution and/or
+ the record entry (MFHD). The four options that are available are:
+ ** Add to record entry
+ ** Merge with record entry
+ ** Use record entry only
+ ** Do not use record entry
+* Advanced receiving: rename the previous serials receiving interface
+ to "advanced receiving". The new "receive" interface will now show items
+ from an entire subscription, but not allow you to receive directly into
+ a specific unit.
+* Unit-less receiving: new option for receiving serials into a 'no unit',
+ allowing items to be received but not unitized.
+
Staff client improvements
-------------------------
* The client supports new hotkey sets that are selectable per workstation. In
commit 125a1fab4f3d0fc67c51707d2ca14e9c26b19f7e
Author: Galen Charlton <gmc at esilibrary.com>
Date: Fri Oct 7 15:30:21 2011 -0400
remove trailing colons from headings
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index 235ac2d..5cd68dc 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -1,8 +1,8 @@
Evergreen 2.1 release notes
===========================
-Installation enhancements:
---------------------------
+Installation enhancements
+-------------------------
* `eg_db_config.pl` now has a `--create-database` option to automatically create
the database and add the required contrib modules/extensions, rather than
requiring users to carry out a number of error-prone manual steps.
@@ -11,8 +11,8 @@ Installation enhancements:
`/openils/lib/perl5`.
* README is now the single source of install instructions
-Administration enhancements:
-----------------------------
+Administration enhancements
+---------------------------
* Automatic client updates: It is now possible to build staff clients that,
when they connect to the Evergreen server, automatically check to see if
the staff client has been updated. If so, the staff client can download just
@@ -25,8 +25,8 @@ Administration enhancements:
invoke debugging functions such as the Javascript Shell or DOM Inspector
in the staff client.
-Cataloging enhancements:
-------------------------
+Cataloging enhancements
+-----------------------
* Unified copy / call number editor: The default holdings maintenance interface
now enables cataloguers to edit copies and call numbers on a single screen.
* Call number prefixes and suffixes: While previous releases of Evergreen
@@ -51,8 +51,8 @@ Cataloging enhancements:
associate them all with a single barcode, so that when the electronic reader
is signed out, the availability for all 1000 records changes to "Checked out".
-Circulation improvements:
--------------------------
+Circulation improvements
+------------------------
* Transfer selected holds to a different title: It is now possible to select
multiple holds on a given title and transfer them to a different title.
USE CASE?
@@ -77,8 +77,8 @@ Circulation improvements:
different rules. They are also no longer based on a number of fine intervals,
but are instead defined by their own specific interval.
-Public interface improvements:
-------------------------------
+Public interface improvements
+-----------------------------
* Spell-checking suggestions are now case-insensitive, to avoid generating
terms which would yield the same result set.
* Part holds: patrons are guided to select a specific part if they are
@@ -93,8 +93,8 @@ Public interface improvements:
run of `autogen.sh` will automatically cause browsers to fetch refreshed
copies of generated files.
-Staff client improvements:
---------------------------
+Staff client improvements
+-------------------------
* The client supports new hotkey sets that are selectable per workstation. In
addition, there is now a toggle for temporarily disabling hotkeys available
on the toolbar and in the admin menu.
@@ -107,8 +107,8 @@ Staff client improvements:
adjusted, and it is possible to specify regular expressions to validate
input for many fields in the patron registration interface.
-New configuration and administration settings:
-----------------------------------------------
+New configuration and administration settings
+---------------------------------------------
New `opensrf.xml` settings
~~~~~~~~~~~~~~~~~~~~~~~~~~
commit 18949740406a0355dab34aa0ac4f47efeb2833ed
Merge: d1daa44 f70c569
Author: Dan Scott <dscott at laurentian.ca>
Date: Fri Oct 7 15:14:48 2011 -0400
Merge branch 'collab/dbs/rel_2_1-release_notes' of git.evergreen-ils.org:working/Evergreen into dbs/rel_2_1-collab-release_notes
No big.
Signed-off-by: Dan Scott <dscott at laurentian.ca>
diff --cc RELEASE_NOTES.txt
index 690239d,91c3d1c..235ac2d
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@@ -90,22 -81,48 +93,62 @@@ Public interface improvements
run of `autogen.sh` will automatically cause browsers to fetch refreshed
copies of generated files.
+Staff client improvements:
+--------------------------
+* The client supports new hotkey sets that are selectable per workstation. In
+ addition, there is now a toggle for temporarily disabling hotkeys available
+ on the toolbar and in the admin menu.
+* The client has a second toolbar for cataloging functions as well as options
+ controlling the presence and size of icons and presence and position of
+ labels. To support the preferences of individual staff, each workstation can
+ be configured differently.
+* Patron registration now supports "Suggested" fields that are configurable
+ per library. In addition, library settings allow required fields to be
+ adjusted, and it is possible to specify regular expressions to validate
+ input for many fields in the patron registration interface.
+
- New library settings:
- ---------------------
+ New configuration and administration settings:
+ ----------------------------------------------
+
+ New `opensrf.xml` settings
+ ~~~~~~~~~~~~~~~~~~~~~~~~~~
+ (The path to these settings is relative to `/opensrf/default/apps/`).
+
+ * `open-ils.search/app_settings/default_CD_modifiers`: parameters to
+ the cover density ranking function used to calculate relevance during
+ bibliographic searches.
+ * `open-ils.trigger/app_settings/parallel/collect`: number of parallel
+ processes that `action_trigger_runner.pl` should use when collecting events.
+ Setting this can decrease the time it takes for Action/Trigger processing to
+ run on large Evergreen databases.
+ * `open-ils.trigger/app_settings/parallel/react`: number of parallel
+ processes that `action_trigger_runner.pl` should use when processing event reactors.
+ Setting this can decrease the time it takes for Action/Trigger processing to
+ run on large Evergreen databases.
+ * `open-ils.resolver/app_settings/cache_timeout`: how long to cache results
+ from your OpenURL resolver.
+ * `open-ils.resolver/app_settings/default_url_base`: set to the base URL
+ of your OpenURL resolver.
+
+ In addition, the `default_preferred_language` and `default_preferred_language_weight`
+ settings have been moved from the `open-ils.storage` section to the `open-ils.search`
+ section of `opensrf.xml`.
+
+ New administration pages
+ ~~~~~~~~~~~~~~~~~~~~~~~~
+ The following new administration pages can all be accessed
+ from the `Admin | Server Administration` menu item in the staff client:
+
+ * Call Number Prefixes
+ * Call Number Suffixes
+ * Circulation Matchpoint Weights
+ * Hold Matchpoint Weights
+ * MARC Coded Value Maps
+ * MARC Record Attributes
+ * Weights Associations
+
+ New library settings
+ ~~~~~~~~~~~~~~~~~~~~
[options="header"]
|===============================
| Label | Description
commit d1daa4452d8839313d13b8326762893b77019a9c
Author: Dan Scott <dscott at laurentian.ca>
Date: Fri Oct 7 15:07:28 2011 -0400
Release notes: add some staff client and circ enhancements
James Fournie initiated some of these items and Thomas Berezansky
provided more details to flesh them out and distinguish them.
Thanks guys!
Signed-off-by: Dan Scott <dscott at laurentian.ca>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index 92d326a..690239d 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -61,6 +61,18 @@ Circulation improvements:
loan period to a specified value; change the fine rules; and send email
notification to the person who currently holds the item saying "A hold has
been placed on this item, get it back before <new_due_date>".
+* Weighting of the individual fields of the in-database circulation and holds
+ rules can now be configured, rather than using hard-coded values. This allows
+ the importance of each field to be adjusted as needed.
+* The in-database circulation rules support "fall-through" wherein some
+ information can be left out of more specific rules and filled in from less
+ specific rules. For example, disabling fines for staff could be accomplished
+ with a single rule setting only the fine rate and/or max fine rules, without
+ having to duplicate all duration related rules in the system.
+* Grace periods are now stored in the database and set via circulation rules,
+ rather than passed into the fine generation code, and can thus differ between
+ different rules. They are also no longer based on a number of fine intervals,
+ but are instead defined by their own specific interval.
Public interface improvements:
------------------------------
@@ -78,6 +90,20 @@ Public interface improvements:
run of `autogen.sh` will automatically cause browsers to fetch refreshed
copies of generated files.
+Staff client improvements:
+--------------------------
+* The client supports new hotkey sets that are selectable per workstation. In
+ addition, there is now a toggle for temporarily disabling hotkeys available
+ on the toolbar and in the admin menu.
+* The client has a second toolbar for cataloging functions as well as options
+ controlling the presence and size of icons and presence and position of
+ labels. To support the preferences of individual staff, each workstation can
+ be configured differently.
+* Patron registration now supports "Suggested" fields that are configurable
+ per library. In addition, library settings allow required fields to be
+ adjusted, and it is possible to specify regular expressions to validate
+ input for many fields in the patron registration interface.
+
New library settings:
---------------------
[options="header"]
@@ -147,3 +173,4 @@ New library settings:
| Recalls: Circulation duration that triggers a recall. | Recalls: A hold placed on an item with a circulation duration longer than this will trigger a recall. For example, "14 days" or "3 weeks".
| Recalls: Truncated loan period. | Recalls: When a recall is triggered, this defines the adjusted loan period for the item. For example, "4 days" or "1 week".
|===============================
+
commit f70c5699de1232534831b049cbe886723c6b5a8c
Author: Galen Charlton <gmc at esilibrary.com>
Date: Fri Oct 7 14:23:34 2011 -0400
start expanding list of new configuration settings
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index 0ac0f7c..91c3d1c 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -81,8 +81,48 @@ Public interface improvements:
run of `autogen.sh` will automatically cause browsers to fetch refreshed
copies of generated files.
-New library settings:
----------------------
+New configuration and administration settings:
+----------------------------------------------
+
+New `opensrf.xml` settings
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+(The path to these settings is relative to `/opensrf/default/apps/`).
+
+* `open-ils.search/app_settings/default_CD_modifiers`: parameters to
+ the cover density ranking function used to calculate relevance during
+ bibliographic searches.
+* `open-ils.trigger/app_settings/parallel/collect`: number of parallel
+ processes that `action_trigger_runner.pl` should use when collecting events.
+ Setting this can decrease the time it takes for Action/Trigger processing to
+ run on large Evergreen databases.
+* `open-ils.trigger/app_settings/parallel/react`: number of parallel
+ processes that `action_trigger_runner.pl` should use when processing event reactors.
+ Setting this can decrease the time it takes for Action/Trigger processing to
+ run on large Evergreen databases.
+* `open-ils.resolver/app_settings/cache_timeout`: how long to cache results
+ from your OpenURL resolver.
+* `open-ils.resolver/app_settings/default_url_base`: set to the base URL
+ of your OpenURL resolver.
+
+In addition, the `default_preferred_language` and `default_preferred_language_weight`
+settings have been moved from the `open-ils.storage` section to the `open-ils.search`
+section of `opensrf.xml`.
+
+New administration pages
+~~~~~~~~~~~~~~~~~~~~~~~~
+The following new administration pages can all be accessed
+from the `Admin | Server Administration` menu item in the staff client:
+
+* Call Number Prefixes
+* Call Number Suffixes
+* Circulation Matchpoint Weights
+* Hold Matchpoint Weights
+* MARC Coded Value Maps
+* MARC Record Attributes
+* Weights Associations
+
+New library settings
+~~~~~~~~~~~~~~~~~~~~
[options="header"]
|===============================
| Label | Description
commit 577b0f1ed2e804f502cccde8bbfff31fb076ae24
Author: Galen Charlton <gmc at esilibrary.com>
Date: Fri Oct 7 13:43:29 2011 -0400
update release notes re: perl module install destination
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index 92d326a..0ac0f7c 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -6,6 +6,9 @@ Installation enhancements:
* `eg_db_config.pl` now has a `--create-database` option to automatically create
the database and add the required contrib modules/extensions, rather than
requiring users to carry out a number of error-prone manual steps.
+* The OpenILS Perl modules are now installed in the system Perl package
+ directories. In prior versions, they were typically installed in
+ `/openils/lib/perl5`.
* README is now the single source of install instructions
Administration enhancements:
commit c0593d40b580466ef73cc315a8bf50bd102b6c22
Author: Galen Charlton <gmc at esilibrary.com>
Date: Fri Oct 7 12:22:10 2011 -0400
add list of new library settings to release notes
Signed-off-by: Galen Charlton <gmc at esilibrary.com>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index 7aa16ea..92d326a 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -77,3 +77,73 @@ Public interface improvements:
* Set a JavaScript cache token when `autogen.sh` is run, so that a subsequent
run of `autogen.sh` will automatically cause browsers to fetch refreshed
copies of generated files.
+
+New library settings:
+---------------------
+[options="header"]
+|===============================
+| Label | Description
+| Cataloging: Default copy status (fast add) | Default status when a copy is created using the "Fast Add" interface.
+| Cataloging: Default copy status (normal) | Default status when a copy is created using the normal volume/copy creator interface.
+| GUI: Default Hotkeyset | Default Hotkeyset for clients (filename without the .keyset). Examples: Default, Minimal, and None
+| GUI: Default showing suggested patron registration fields | Instead of All fields, show just suggested fields in patron registration by default.
+| GUI: Example for day_phone field on patron registration | The Example for validation on the day_phone field in patron registration.
+| GUI: Example for email field on patron registration | The Example for validation on the email field in patron registration.
+| GUI: Example for evening_phone field on patron registration | The Example for validation on the evening_phone field in patron registration.
+| GUI: Example for other_phone field on patron registration | The Example for validation on the other_phone field in patron registration.
+| GUI: Example for phone fields on patron registration | The Example for validation on phone fields in patron registration. Applies to all phone fields without their own setting.
+| GUI: Example for post_code field on patron registration | The Example for validation on the post_code field in patron registration.
+| GUI: Horizontal layout for Volume/Copy Creator/Editor. | The main entry point for this interface is in Holdings Maintenance, Actions for Selected Rows, Edit Item Attributes / Call Numbers / Replace Barcodes. This setting changes the top and bottom panes for that interface into left and right panes.
+| GUI: Regex for day_phone field on patron registration | The Regular Expression for validation on the day_phone field in patron registration.
+| GUI: Regex for email field on patron registration | The Regular Expression for validation on the email field in patron registration.
+| GUI: Regex for evening_phone field on patron registration | The Regular Expression for validation on the evening_phone field in patron registration.
+| GUI: Regex for other_phone field on patron registration | The Regular Expression for validation on the other_phone field in patron registration.
+| GUI: Regex for phone fields on patron registration | The Regular Expression for validation on phone fields in patron registration. Applies to all phone fields without their own setting.
+| GUI: Regex for post_code field on patron registration | The Regular Expression for validation on the post_code field in patron registration.
+| GUI: Require county field on patron registration | The county field will be required on the patron registration screen.
+| GUI: Require day_phone field on patron registration | The day_phone field will be required on the patron registration screen.
+| GUI: Require dob field on patron registration | The dob field will be required on the patron registration screen.
+| GUI: Require email field on patron registration | The email field will be required on the patron registration screen.
+| GUI: Require evening_phone field on patron registration | The evening_phone field will be required on the patron registration screen.
+| GUI: Require other_phone field on patron registration | The other_phone field will be required on the patron registration screen.
+| GUI: Show active field on patron registration | The active field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show alert_message field on patron registration | The alert_message field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show alias field on patron registration | The alias field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show barred field on patron registration | The barred field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show calendar widget for dob field on patron registration | If set the calendar widget will appear when editing the dob field on the patron registration form.
+| GUI: Show claims_never_checked_out_count field on patron registration | The claims_never_checked_out_count field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show claims_returned_count field on patron registration | The claims_returned_count field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show day_phone field on patron registration | The day_phone field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show dob field on patron registration | The dob field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show email field on patron registration | The email field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show evening_phone field on patron registration | The evening_phone field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show ident_value field on patron registration | The ident_value field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show ident_value2 field on patron registration | The ident_value2 field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show juvenile field on patron registration | The juvenile field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show master_account field on patron registration | The master_account field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show other_phone field on patron registration | The other_phone field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show second_given_name field on patron registration | The second_given_name field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Show suffix field on patron registration | The suffix field will be shown on the patron registration screen. Showing a field makes it appear with required fields even when not required. If the field is required this setting is ignored.
+| GUI: Suggest active field on patron registration | The active field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest alert_message field on patron registration | The alert_message field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest alias field on patron registration | The alias field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest barred field on patron registration | The barred field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest claims_never_checked_out_count field on patron registration | The claims_never_checked_out_count field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest claims_returned_count field on patron registration | The claims_returned_count field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest day_phone field on patron registration | The day_phone field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest dob field on patron registration | The dob field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest email field on patron registration | The email field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest evening_phone field on patron registration | The evening_phone field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest ident_value field on patron registration | The ident_value field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest ident_value2 field on patron registration | The ident_value2 field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest juvenile field on patron registration | The juvenile field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest master_account field on patron registration | The master_account field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest other_phone field on patron registration | The other_phone field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest second_given_name field on patron registration | The second_given_name field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Suggest suffix field on patron registration | The suffix field will be suggested on the patron registration screen. Suggesting a field makes it appear when suggested fields are shown. If the field is shown or required this setting is ignored.
+| GUI: Unified Volume/Item Creator/Editor | If true combines the Volume/Copy Creator and Item Attribute Editor in some instances.
+| Printing: Custom Javascript File | Full URL path to a Javascript File to be loaded when printing. Should implement a print_custom function for DOM manipulation. Can change the value of the do_print variable to false to cancel printing.
+| Recalls: An array of fine amount, fine interval, and maximum fine. | Recalls: An array of fine amount, fine interval, and maximum fine. For example, to specify a new fine rule of $5.00 per day, with a maximum fine of $50.00, use: [5.00,"1 day",50.00]
+| Recalls: Circulation duration that triggers a recall. | Recalls: A hold placed on an item with a circulation duration longer than this will trigger a recall. For example, "14 days" or "3 weeks".
+| Recalls: Truncated loan period. | Recalls: When a recall is triggered, this defines the adjusted loan period for the item. For example, "4 days" or "1 week".
+|===============================
commit 6d30586424fc74bfb4f034c95d11859419224583
Author: Dan Scott <dscott at laurentian.ca>
Date: Wed Oct 5 16:08:39 2011 -0400
Document hold-driven recalls
Signed-off-by: Dan Scott <dscott at laurentian.ca>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
index 1ed9588..7aa16ea 100644
--- a/RELEASE_NOTES.txt
+++ b/RELEASE_NOTES.txt
@@ -55,6 +55,12 @@ Circulation improvements:
USE CASE?
* Mark patron as exempt from collections: It is now possible to mark a patron
as being exempt from being sent to collections.
+* Hold-driven recalls: It is now possible to define a loan
+ period threshold (such as 60 days) so that if a hold is placed on an item with
+ a loan period beyond that threshold, the system will automatically shorten the
+ loan period to a specified value; change the fine rules; and send email
+ notification to the person who currently holds the item saying "A hold has
+ been placed on this item, get it back before <new_due_date>".
Public interface improvements:
------------------------------
commit a9384e089ca2bcb7a558fcc9eb173dd1066493e3
Author: Dan Scott <dscott at laurentian.ca>
Date: Wed Oct 5 15:00:11 2011 -0400
Add basic Release Notes in AsciiDoc format
Basically, walked through the commit log since the git era to try and
isolate changes of interest. I'm sure there's plenty more to cover!
Signed-off-by: Dan Scott <dscott at laurentian.ca>
diff --git a/RELEASE_NOTES.txt b/RELEASE_NOTES.txt
new file mode 100644
index 0000000..1ed9588
--- /dev/null
+++ b/RELEASE_NOTES.txt
@@ -0,0 +1,73 @@
+Evergreen 2.1 release notes
+===========================
+
+Installation enhancements:
+--------------------------
+* `eg_db_config.pl` now has a `--create-database` option to automatically create
+ the database and add the required contrib modules/extensions, rather than
+ requiring users to carry out a number of error-prone manual steps.
+* README is now the single source of install instructions
+
+Administration enhancements:
+----------------------------
+* Automatic client updates: It is now possible to build staff clients that,
+ when they connect to the Evergreen server, automatically check to see if
+ the staff client has been updated. If so, the staff client can download just
+ the files that have been updated and replace those files in the existing
+ staff client.
+* Printing subsystem: Changes to the staff client should improve the print
+ functionality (both speed and likelihood of success).
+* To protect against exploits between a shared staff client session via
+ operator change, add the requirement for the DEBUG_CLIENT permission to
+ invoke debugging functions such as the Javascript Shell or DOM Inspector
+ in the staff client.
+
+Cataloging enhancements:
+------------------------
+* Unified copy / call number editor: The default holdings maintenance interface
+ now enables cataloguers to edit copies and call numbers on a single screen.
+* Call number prefixes and suffixes: While previous releases of Evergreen
+ supported the automatic prepending or appending of prefixes and suffixes to
+ call numbers based on their shelving location, the functionality was limited
+ primarily to printing spine labels. As of 2.1, you also have the option to
+ assign prefixes or suffixes for individual call numbers; these will be
+ displayed in the public catalogue and other interfaces, but prefixes in
+ particular do not affect shelf browsing, which is based entirely on the
+ label.
+* Bibliographic parts: This feature adds the ability to designate specific
+ "part" roles for the items attached to a given bibliographic record, such
+ that a user can place holds on a specific kind of item without limiting it
+ to an individual item. For example, libraries may assign parts to each DVD
+ in a season of a popular TV show; or to individual volumes of an
+ encyclopedia. This feature also introduces "part holds".
+* Conjoined items: This feature adds the ability to associate a single barcode
+ with multiple bibliographic records, so that the availability of those
+ records is updated based on that copy. For example, libraries may make an
+ electronic reader available for loan that is preloaded with 1000 electronic
+ books; they can add 1000 bibliographic records to the library system and
+ associate them all with a single barcode, so that when the electronic reader
+ is signed out, the availability for all 1000 records changes to "Checked out".
+
+Circulation improvements:
+-------------------------
+* Transfer selected holds to a different title: It is now possible to select
+ multiple holds on a given title and transfer them to a different title.
+ USE CASE?
+* Mark patron as exempt from collections: It is now possible to mark a patron
+ as being exempt from being sent to collections.
+
+Public interface improvements:
+------------------------------
+* Spell-checking suggestions are now case-insensitive, to avoid generating
+ terms which would yield the same result set.
+* Part holds: patrons are guided to select a specific part if they are
+ placing a hold on a bibliographic record that has parts assigned to its
+ copies.
+* Located URI visibility: Located URIs (856 fields with a subfield $9
+ specifying the shortname of the owning library) now show up in a search with
+ a context library of its owning library or below. For example, a Located URI
+ with an owner of SYS1 WILL cause its record to show up in a search with a
+ context OU of BR1 or SYS1, regardless of depth scoping.
+* Set a JavaScript cache token when `autogen.sh` is run, so that a subsequent
+ run of `autogen.sh` will automatically cause browsers to fetch refreshed
+ copies of generated files.
-----------------------------------------------------------------------
Summary of changes:
RELEASE_NOTES.txt | 302 +++++++++++++++++++++++++++++++++++++++++++++++++++++
1 files changed, 302 insertions(+), 0 deletions(-)
create mode 100644 RELEASE_NOTES.txt
hooks/post-receive
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