[open-ils-commits] [GIT] Evergreen ILS branch master updated. 8c40e6316d0f9b4e5aeaec91bc05560582655767

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Wed Mar 4 14:40:46 EST 2020


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- Log -----------------------------------------------------------------
commit 8c40e6316d0f9b4e5aeaec91bc05560582655767
Author: Dan Wells <dbw2 at calvin.edu>
Date:   Wed Mar 4 14:38:49 2020 -0500

    First pass at release notes for 3.5
    
    This commit consolidates all the release notes in RELEASE_NOTES_NEXT,
    and does a few minor edits to formatting, layout, and text for improved
    flow of the content.
    
    Filling out of acknowledgements remains a TODO.
    
    Signed-off-by: Dan Wells <dbw2 at calvin.edu>

diff --git a/docs/RELEASE_NOTES_3_5.adoc b/docs/RELEASE_NOTES_3_5.adoc
new file mode 100644
index 0000000000..4871fd1bb9
--- /dev/null
+++ b/docs/RELEASE_NOTES_3_5.adoc
@@ -0,0 +1,203 @@
+Evergreen 3.5 Release Notes
+===========================
+:toc:
+:numbered:
+
+Upgrade notes
+-------------
+
+New Action Trigger hook for patron registration
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+Use of the new Action Trigger stgu.created hook requires changes to 
+your action_trigger_filters.json file.  See below for more details.
+
+New prerequisite - Email::MIME Perl module
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+The Email::MIME Perl module is now required, so be sure to run the 
+prerequisite installation procedure for your Linux distribution before 
+upgrading Evergreen.
+
+
+
+New Features for 3.5.0
+----------------------
+
+Administration
+~~~~~~~~~~~~~~
+
+PostgreSQL 10 Support
+^^^^^^^^^^^^^^^^^^^^^
+PostgreSQL 10 is now available for installation with Evergreen.  Please
+see the installation documentation for details.
+
+New Action Trigger hook for patron registration
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+Evergreen now includes a new type of Action Trigger hook: stgu.created. 
+This hook will trigger upon the patron registration submission form. In 
+addition to the new hook, an example Action Trigger definition is 
+provided (disabled) entitled "Patron Registered for a card 
+stgu.created". With clever timing and delay settings, a library can 
+receive a single notification containing all of the pending patron 
+registrations for a given time interval. No special server-side 
+considerations required unless you introduce a new granularity. There 
+is, however, a new clause introduced to the 
+"action_trigger_filters.json.example" file.
+
+If you wish to use this new hook, be sure to include this clause in your 
+local "action_trigger_filters.json" file:
+
+----
+"stgu.created" : {
+        "context_org": "home_ou",
+        "filter": {
+            "complete": "f"
+        }
+    }
+----
+
+SendEmail Reactor Updated to use Email::MIME
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+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.
+
+
+
+Cataloging
+~~~~~~~~~~
+
+Enriched/Full MARC Editor Ported to Angular
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+The full MARC editor is now implemented in Angular.  This change impacts
+both the experimental Angular catalog and the MARC edit option within
+MARC Batch Import/Export (Vandelay) Queue manager.
+
+Patron View tab in Experimental Catalog
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+The record view screen in the Experimental Catalog now has a 
+_Patron View_ tab.  This tab displays a view of the record in
+the OPAC, as a patron would see it.
+
+The _Patron View_ tab replaces the previous _View in Catalog_
+button.
+
+
+
+Circulation
+~~~~~~~~~~~
+
+Angular Staff Catalog Holds Patron Search Support
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+The Angular staff catalog now supports patron searching directly from 
+the holds placement interace.
+
+Hide Print List Button On Self Check Home Page
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+The _Print List_ button is no longer displayed on the main page
+of the self check interface. This addresses an issue where
+users were observed to either hit the _Print List_ button and
+walk away or hit it *and* the _Logout_ button, causing duplicate
+receipts to be printed.  The _Print List_ button continues to
+be displayed on the _Items Out_, _Holds_, and _Fines Details_ pages
+of the self check interface.
+
+Update Hold Notification Information
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+The public catalog and staff client now have the ability to update 
+existing holds if a patron or a staff member changes certain 
+notification preferences or contact information.  Evergreen will detect 
+these changes and prompt the staff user or patron user and ask if they 
+want to update existing holds with the new contact information and/or 
+notification preferences.
+
+
+
+Client
+~~~~~~
+
+Angular Staff Catalog Preferences Page
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+Adds a new "Catalog Preferences" interface, accessible directly from the
+catalog.  The UI houses the search preferences (default search lib,
+preferred library, default search tab) and a new staff-specific
+hits-per-page setting.  Other preferences may be added later.
+
+Adds support for selecting a default search tab using the existing
+'eg.search.adv_pane' setting.
+
+Hatch File Writer Print Option
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+Adds a new stock print option in the Hatch printer configuration interface
+called Hatch File Writer (translatable).  When selected, any print content
+that is delivered to this printer is translated into text where necessary
+and written to a file in the Hatch profile directory.
+
+The name of the file written is based on the print context: 
+"receipt.<context>.txt".  For example, 'receipt.label.txt'.
+
+Angular Staff Catalog gets Search Highlighting
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+Search text highlighting is now supported on the search results and
+record details pages in the Angular staff catalog for searches that
+support highlighting.
+
+
+
+OPAC
+~~~~
+
+Custom CSS in OPAC 
+^^^^^^^^^^^^^^^^^^
+There is now a library setting called opac.patron.custom_css.  This can 
+be populated with CSS that will load in the OPAC after the stylesheets 
+and allow for custom CSS without editing server side templates.  
+
+
+
+SIP
+~~~
+
+Add patron_status_always_permit_loans Option to SIP Server
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+Evergreen now has a new `oils_sip.xml` login attribute called
+`patron_status_always_permit_loans` that specifies whether
+the charge privileges denied, renewal privilges denied, and
+card reported lost flags in the patron status block should be
+coerced to permissive values regardless of the actual state
+of the patron record. Turning this on works around an issue
+where a 2019-12 change by the Hoopla SIP2 client takes those flag
+fields into account, but some libraries may not wish those
+to block a patron's access to online resources that use
+SIP2 to authenticate. This setting can also be set as
+an `implementation_config` option; note that if it is set to
+'true' or 'false' as a login attribute, the login attribute will
+override whatever is set in the `implementation_config`.
+
+
+
+
+Acknowledgments
+---------------
+The Evergreen project would like to acknowledge the following
+organizations that commissioned developments in this release of
+Evergreen:
+
+TODO
+
+We would also like to thank the following individuals who contributed
+code, translations, documentations patches and tests to this release of
+Evergreen:
+
+TODO
+
+
+We also thank the following organizations whose employees contributed
+patches:
+
+TODO
+
+We regret any omissions.  If a contributor has been inadvertently
+missed, please open a bug at http://bugs.launchpad.net/evergreen/
+with a correction.
+
diff --git a/docs/RELEASE_NOTES_NEXT/Administration/lp1849208_pg10_support.adoc b/docs/RELEASE_NOTES_NEXT/Administration/lp1849208_pg10_support.adoc
deleted file mode 100644
index bc3d43d9d4..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Administration/lp1849208_pg10_support.adoc
+++ /dev/null
@@ -1,4 +0,0 @@
-PostgreSQL 10 Support
-^^^^^^^^^^^^^^^^^^^^^
-PostgreSQL 10 is now available for installation with Evergreen.  Please
-see the installation documentation for details.
diff --git a/docs/RELEASE_NOTES_NEXT/Administration/lp1849736_at_email_self_register.adoc b/docs/RELEASE_NOTES_NEXT/Administration/lp1849736_at_email_self_register.adoc
deleted file mode 100755
index 480aa0c011..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Administration/lp1849736_at_email_self_register.adoc
+++ /dev/null
@@ -1,16 +0,0 @@
-== New Action Trigger hook for patron registration ==
-
-Evergreen now includes a new type of Action Trigger hook: stgu.created. This hook will trigger upon the patron registration submission form. In addition to the new hook, an example Action Trigger definition is provided (disabled) entitled "Patron Registered for a card stgu.created". With clever timing and delay settings, a library can receive a single notification containing all of the pending patron registrations for a given time interval. No special server-side considerations required unless you introduce a new granularity. There is, however, a new clause introduced to the "action_trigger_filters.json.example" file.
-
-=== Upgrade instructions ===
-
-Be sure and include this clause in your "action_trigger_filters.json.example" file
-
-----
-"stgu.created" : {
-        "context_org": "home_ou",
-        "filter": {
-            "complete": "f"
-        }
-    }
-----
\ No newline at end of file
diff --git a/docs/RELEASE_NOTES_NEXT/Administration/sendemail-reactor-mime.adoc b/docs/RELEASE_NOTES_NEXT/Administration/sendemail-reactor-mime.adoc
deleted file mode 100644
index b6cb8d5eb5..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Administration/sendemail-reactor-mime.adoc
+++ /dev/null
@@ -1,8 +0,0 @@
-SendEmail Reactor Updated to use Email::MIME
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-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.
diff --git a/docs/RELEASE_NOTES_NEXT/Cataloging/ang-marc-editor.adoc b/docs/RELEASE_NOTES_NEXT/Cataloging/ang-marc-editor.adoc
deleted file mode 100644
index bbccf51209..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Cataloging/ang-marc-editor.adoc
+++ /dev/null
@@ -1,7 +0,0 @@
-Enriched/Full MARC Editor Ported to Angular
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-The full MARC editor is now implemented in Angular.  This change impacts
-both the experimental Angular catalog and the MARC edit option within
-MARC Batch Import/Export (Vandelay) Queue manager.
-
diff --git a/docs/RELEASE_NOTES_NEXT/Cataloging/patron-view-tab.adoc b/docs/RELEASE_NOTES_NEXT/Cataloging/patron-view-tab.adoc
deleted file mode 100644
index 84371f57fa..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Cataloging/patron-view-tab.adoc
+++ /dev/null
@@ -1,9 +0,0 @@
-Patron View tab in Experimental Catalog
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-The record view screen in the Experimental Catalog now has a 
-_Patron View_ tab.  This tab displays a view of the record in
-the OPAC, as a patron would see it.
-
-The _Patron View_ tab replaces the previous _View in Catalog_
-button.
-
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/ang-cat-holds-patron-search.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/ang-cat-holds-patron-search.adoc
deleted file mode 100644
index 6e21760ea2..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Circulation/ang-cat-holds-patron-search.adoc
+++ /dev/null
@@ -1,5 +0,0 @@
-Angular Staff Catalog Holds Patron Search Support
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-The Angular staff catalog now supports patron searching directly from 
-the holds placement interace.
-
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/hide-self-check-print-list-button.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/hide-self-check-print-list-button.adoc
deleted file mode 100644
index df39fa741d..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Circulation/hide-self-check-print-list-button.adoc
+++ /dev/null
@@ -1,9 +0,0 @@
-Hide Print List Button On Self Check Home Page
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-The _Print List_ button is no longer displayed on the main page
-of the self check interface. This addresses an issue where
-users were observed to either hit the _Print List_ button and
-walk away or hit it *and* the _Logout_ button, causing duplicate
-receipts to be printed.  The _Print List_ button continues to
-be displayed on the _Items Out_, _Holds_, and _Fines Details_ pages
-of the self check interface.
diff --git a/docs/RELEASE_NOTES_NEXT/Circulation/update-hold-notifications.adoc b/docs/RELEASE_NOTES_NEXT/Circulation/update-hold-notifications.adoc
deleted file mode 100644
index c30ab1d73f..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Circulation/update-hold-notifications.adoc
+++ /dev/null
@@ -1,7 +0,0 @@
-Update Hold Notification Information
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-The public catalog and staff client now have the ability to update existing
-holds if a patron or a staff member changes certain notification preferences or
-contact information.  Evergreen will detect these changes and prompt the staff
-user or patron user and ask if they want to update existing holds with the new
-contact information and/or notification preferences.
diff --git a/docs/RELEASE_NOTES_NEXT/Client/ang-cat-prefs-page.adoc b/docs/RELEASE_NOTES_NEXT/Client/ang-cat-prefs-page.adoc
deleted file mode 100644
index ff23e5baa2..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Client/ang-cat-prefs-page.adoc
+++ /dev/null
@@ -1,12 +0,0 @@
-Angular Staff Catalog Preferences Page
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Adds a new "Catalog Preferences" interface, accessible directly from the
-catalog.  The UI houses the search preferences (default search lib,
-preferred library, default search tab) and a new staff-specific
-hits-per-page setting.  Other preferences may be added later.
-
-Adds support for selecting a default search tab using the existing
-'eg.search.adv_pane' setting.
-
-
diff --git a/docs/RELEASE_NOTES_NEXT/Client/hatch-file-writer.adoc b/docs/RELEASE_NOTES_NEXT/Client/hatch-file-writer.adoc
deleted file mode 100644
index 4fb2ec88e6..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Client/hatch-file-writer.adoc
+++ /dev/null
@@ -1,11 +0,0 @@
-Hatch File Writer Print Option
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-Adds a new stock print option in the Hatch printer configuration interface
-called Hatch File Writer (translatable).  When selected, any print content
-that is delivered to this printer is translated into text where necessary
-and written to a file in the Hatch profile directory.
-
-The name of the file written is based on the print context: 
-"receipt.<context>.txt".  For example, 'receipt.label.txt'.
-
diff --git a/docs/RELEASE_NOTES_NEXT/Client/staff-cat-highlighting.adoc b/docs/RELEASE_NOTES_NEXT/Client/staff-cat-highlighting.adoc
deleted file mode 100644
index 2757876123..0000000000
--- a/docs/RELEASE_NOTES_NEXT/Client/staff-cat-highlighting.adoc
+++ /dev/null
@@ -1,6 +0,0 @@
-Angular Staff Catalog gets Search Highlighting
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-Search text highlighting is now supported on the search results and
-record details pages in the Angular staff catalog for searches that
-support highlighting.
-
diff --git a/docs/RELEASE_NOTES_NEXT/OPAC/custom_css_in_opac.adoc b/docs/RELEASE_NOTES_NEXT/OPAC/custom_css_in_opac.adoc
deleted file mode 100644
index ab0f2abb1e..0000000000
--- a/docs/RELEASE_NOTES_NEXT/OPAC/custom_css_in_opac.adoc
+++ /dev/null
@@ -1,6 +0,0 @@
-Custom CSS in OPAC 
-^^^^^^^^^^^^^^^^^^
-
-There is now a library setting called opac.patron.custom_css.  This can be populated with CSS that will load in the OPAC after the stylesheets and allow for custom CSS without editing server side templates.  
-
-
diff --git a/docs/RELEASE_NOTES_NEXT/SIP/Add_patron_status_always_permit_loans_SIP_option.adoc b/docs/RELEASE_NOTES_NEXT/SIP/Add_patron_status_always_permit_loans_SIP_option.adoc
deleted file mode 100644
index 45c2d733ef..0000000000
--- a/docs/RELEASE_NOTES_NEXT/SIP/Add_patron_status_always_permit_loans_SIP_option.adoc
+++ /dev/null
@@ -1,15 +0,0 @@
-Add patron_status_always_permit_loans Option to SIP Server
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-Evergreen now has a new `oils_sip.xml` login attribute called
-`patron_status_always_permit_loans` that specifies whether
-the charge privileges denied, renewal privilges denied, and
-card reported lost flags in the patron status block should be
-coerced to permissive values regardless of the actual state
-of the patron record. Turning this on works around an issue
-where a 2019-12 change by the Hoopla SIP2 client takes those flag
-fields into account, but some libraries may not wish those
-to block a patron's access to online resources that use
-SIP2 to authenticate. This setting can also be set as
-an `implementation_config` option; note that if it is set to
-'true' or 'false' as a login attribute, the login attribute will
-override whatever is set in the `implementation_config`.

-----------------------------------------------------------------------

Summary of changes:
 docs/RELEASE_NOTES_3_5.adoc                        | 203 +++++++++++++++++++++
 .../Administration/lp1849208_pg10_support.adoc     |   4 -
 .../lp1849736_at_email_self_register.adoc          |  16 --
 .../Administration/sendemail-reactor-mime.adoc     |   8 -
 .../Cataloging/ang-marc-editor.adoc                |   7 -
 .../Cataloging/patron-view-tab.adoc                |   9 -
 .../Circulation/ang-cat-holds-patron-search.adoc   |   5 -
 .../hide-self-check-print-list-button.adoc         |   9 -
 .../Circulation/update-hold-notifications.adoc     |   7 -
 .../Client/ang-cat-prefs-page.adoc                 |  12 --
 .../Client/hatch-file-writer.adoc                  |  11 --
 .../Client/staff-cat-highlighting.adoc             |   6 -
 .../OPAC/custom_css_in_opac.adoc                   |   6 -
 ...tron_status_always_permit_loans_SIP_option.adoc |  15 --
 14 files changed, 203 insertions(+), 115 deletions(-)
 create mode 100644 docs/RELEASE_NOTES_3_5.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/Administration/lp1849208_pg10_support.adoc
 delete mode 100755 docs/RELEASE_NOTES_NEXT/Administration/lp1849736_at_email_self_register.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/Administration/sendemail-reactor-mime.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/Cataloging/ang-marc-editor.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/Cataloging/patron-view-tab.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/ang-cat-holds-patron-search.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/hide-self-check-print-list-button.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/Circulation/update-hold-notifications.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/Client/ang-cat-prefs-page.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/Client/hatch-file-writer.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/Client/staff-cat-highlighting.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/OPAC/custom_css_in_opac.adoc
 delete mode 100644 docs/RELEASE_NOTES_NEXT/SIP/Add_patron_status_always_permit_loans_SIP_option.adoc


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