[Evergreen-commits] [GIT] Evergreen ILS branch tags/rel_3_15_beta updated. c45cb5b3ad54ffb294ad227cc2fa4dee8c4e4815

25 Mar 2025

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- Log -----------------------------------------------------------------
commit c45cb5b3ad54ffb294ad227cc2fa4dee8c4e4815
Author: Galen Charlton <gmc@equinoxOLI.org>
Date:   Tue Mar 25 11:21:40 2025 -0400

    Bumping version numbers and adding Upgrade Script
    
    Signed-off-by: Galen Charlton <gmc@equinoxOLI.org>

diff --git a/Open-ILS/src/perlmods/lib/OpenILS.pm b/Open-ILS/src/perlmods/lib/OpenILS.pm
index d7235ce61a..3957011448 100644
--- a/Open-ILS/src/perlmods/lib/OpenILS.pm
+++ b/Open-ILS/src/perlmods/lib/OpenILS.pm
@@ -6,6 +6,6 @@ OpenILS - Client and server support for the Evergreen open source library system
 
 =cut
 
-our $VERSION = '2.4';
+our $VERSION = '3.1500';
 
 1;
diff --git a/Open-ILS/src/perlmods/lib/OpenILS/Application.pm b/Open-ILS/src/perlmods/lib/OpenILS/Application.pm
index 1c09bee84b..571519a6a7 100644
--- a/Open-ILS/src/perlmods/lib/OpenILS/Application.pm
+++ b/Open-ILS/src/perlmods/lib/OpenILS/Application.pm
@@ -26,7 +26,7 @@ sub use_authoritative {
 sub ils_version {
     # version format is "x-y-z", for example "2-0-0" for Evergreen 2.0.0
     # For branches, format is "x-y"
-    return "HEAD";
+    return "3-15-beta";
 }
 
 __PACKAGE__->register_method(
diff --git a/Open-ILS/src/sql/Pg/002.schema.config.sql b/Open-ILS/src/sql/Pg/002.schema.config.sql
index 13d695aadf..6e8ad8eb2b 100644
--- a/Open-ILS/src/sql/Pg/002.schema.config.sql
+++ b/Open-ILS/src/sql/Pg/002.schema.config.sql
@@ -93,6 +93,7 @@ CREATE TRIGGER no_overlapping_deps
     FOR EACH ROW EXECUTE PROCEDURE evergreen.array_overlap_check ('deprecates');
 
 INSERT INTO config.upgrade_log (version, applied_to) VALUES ('1468', :eg_version); -- miker/rdavis/jeffdavis/jeff
+INSERT INTO config.upgrade_log (version, applied_to) VALUES ('3.15-beta', :eg_version);
 
 CREATE TABLE config.bib_source (
 	id		SERIAL	PRIMARY KEY,
diff --git a/Open-ILS/src/sql/Pg/version-upgrade/3.14.4-3.15-beta-upgrade-db.sql b/Open-ILS/src/sql/Pg/version-upgrade/3.14.4-3.15-beta-upgrade-db.sql
new file mode 100644
index 0000000000..32c76bc513
--- /dev/null
+++ b/Open-ILS/src/sql/Pg/version-upgrade/3.14.4-3.15-beta-upgrade-db.sql
@@ -0,0 +1,2712 @@
+--Upgrade Script for 3.14.4 to 3.15-beta
+\set eg_version '''3.15-beta'''
+BEGIN;
+INSERT INTO config.upgrade_log (version, applied_to) VALUES ('3.15-beta', :eg_version);
+
+SELECT evergreen.upgrade_deps_block_check('1450', :eg_version);
+
+INSERT into config.workstation_setting_type
+    (name, grp, label, description, datatype)
+VALUES (
+    'eg.admin.keyboard_shortcuts.disable_single',
+    'gui',
+    oils_i18n_gettext('eg.admin.keyboard_shortcuts.disable_single',
+        'Staff Client: disable single-letter keyboard shortcuts',
+        'coust', 'label'),
+    oils_i18n_gettext('eg.admin.keyboard_shortcuts.disable_single',
+        'Disables single-letter keyboard shortcuts if set to true. Screen reader users should set this to true to avoid interference with standard keyboard shortcuts.',
+        'coust', 'description'),
+    'bool'
+);
+
+
+SELECT evergreen.upgrade_deps_block_check('1452', :eg_version);
+
+INSERT INTO config.org_unit_setting_type
+    (name, label, description, grp, datatype)
+VALUES (
+    'ui.staff.place_holds_for_recent_patrons',
+    oils_i18n_gettext(
+        'ui.staff.place_holds_for_recent_patrons',
+        'Place holds for recent patrons',
+        'coust',
+        'label'
+    ),
+    oils_i18n_gettext(
+        'ui.staff.place_holds_for_recent_patrons',
+        'Loading a patron in the place holds interface designates them as recent. ' ||
+        'Show the interface to load recent patrons when placing holds.',
+        'coust',
+        'description'
+    ),
+    'gui',
+    'bool'
+);
+
+
+SELECT evergreen.upgrade_deps_block_check('1453', :eg_version);
+
+INSERT INTO permission.perm_list ( id, code, description ) SELECT DISTINCT
+   676,
+   'UPDATE_TOP_OF_QUEUE',
+   oils_i18n_gettext(676,
+     'Allow setting and unsetting hold from top of hold queue (cut in line)', 'ppl', 'description'
+   )
+   FROM permission.perm_list
+   WHERE NOT EXISTS (SELECT 1 FROM permission.perm_list WHERE code = 'UPDATE_TOP_OF_QUEUE');
+
+
+--Assign permission to any perm groups with UPDATE_HOLD_REQUEST_TIME
+WITH perms_to_add AS
+    (SELECT id FROM
+    permission.perm_list
+    WHERE code IN ('UPDATE_TOP_OF_QUEUE'))
+INSERT INTO permission.grp_perm_map (grp, perm, depth, grantable)
+    SELECT grp, perms_to_add.id as perm, depth, grantable
+        FROM perms_to_add,
+        permission.grp_perm_map
+
+        --- Don't add the permissions if they have already been assigned
+        WHERE grp NOT IN
+            (SELECT DISTINCT grp FROM permission.grp_perm_map
+            INNER JOIN perms_to_add ON perm=perms_to_add.id)
+
+        --- we're going to match the depth of their existing perm
+        AND perm = (
+            SELECT id
+                FROM permission.perm_list
+                WHERE code = 'UPDATE_HOLD_REQUEST_TIME'
+        );
+
+-- Add missing FROM clause entry to asset.opac_lasso_record_copy_count
+
+
+SELECT evergreen.upgrade_deps_block_check('1455', :eg_version);
+
+CREATE OR REPLACE FUNCTION asset.opac_lasso_record_copy_count (i_lasso INT, rid BIGINT) RETURNS TABLE (depth INT, org_unit INT, visible BIGINT, available BIGINT, unshadow BIGINT, transcendant INT) AS $f$
+DECLARE
+    ans RECORD;
+    trans INT;
+BEGIN
+    SELECT 1 INTO trans FROM biblio.record_entry b JOIN config.bib_source src ON (b.source = src.id) WHERE src.transcendant AND b.id = rid;
+
+    FOR ans IN SELECT u.org_unit AS id FROM actor.org_lasso_map AS u WHERE lasso = i_lasso LOOP
+        RETURN QUERY
+        WITH org_list AS (SELECT ARRAY_AGG(id)::BIGINT[] AS orgs FROM actor.org_unit_descendants(ans.id) x),
+             available_statuses AS (SELECT ARRAY_AGG(id) AS ids FROM config.copy_status WHERE is_available),
+             mask AS (SELECT c_attrs FROM asset.patron_default_visibility_mask() x)
+        SELECT  -1,
+                ans.id,
+                COUNT( av.id ),
+                SUM( (cp.status = ANY (available_statuses.ids))::INT ),
+                COUNT( av.id ),
+                trans
+          FROM  mask,
+                org_list,
+                available_statuses,
+                asset.copy_vis_attr_cache av
+                JOIN asset.copy cp ON (cp.id = av.target_copy AND av.record = rid)
+          WHERE cp.circ_lib = ANY (org_list.orgs) AND av.vis_attr_vector @@ mask.c_attrs::query_int
+          GROUP BY 1,2,6;
+
+        IF NOT FOUND THEN
+            RETURN QUERY SELECT -1, ans.id, 0::BIGINT, 0::BIGINT, 0::BIGINT, trans;
+        END IF;
+
+    END LOOP;
+
+    RETURN;
+END;
+$f$ LANGUAGE PLPGSQL;
+
+
+SELECT evergreen.upgrade_deps_block_check('1456', :eg_version);
+
+INSERT into config.workstation_setting_type
+    (name, grp, label, description, datatype)
+VALUES (
+    'ui.staff.grid.density',
+    'gui',
+    oils_i18n_gettext('ui.staff.grid.density',
+        'Grid UI density',
+        'coust', 'label'),
+    oils_i18n_gettext('ui.staff.grid.density',
+        'Whitespace around table cells in staff UI data grids. Default is "standard".',
+        'coust', 'description'),
+    'string'
+);
+
+
+-- Move OPAC alert banner feature from config file to a library setting
+
+SELECT evergreen.upgrade_deps_block_check('1458', :eg_version);
+
+INSERT into config.org_unit_setting_type
+         (name, grp, label, description, datatype)
+VALUES (
+         'opac.alert_banner_show',
+         'opac',
+         oils_i18n_gettext('opac.alert_banner_show',
+         'OPAC Alert Banner: Display',
+         'coust', 'label'),
+         oils_i18n_gettext('opac.alert_message_show',
+         'Show an alert banner in the OPAC. Default is false.',
+         'coust', 'description'),
+         'bool'
+);
+
+INSERT into config.org_unit_setting_type
+         (name, grp, label, description, datatype)
+VALUES (
+         'opac.alert_banner_type',
+         'opac',
+         oils_i18n_gettext('opac.alert_banner_type',
+         'OPAC Alert Banner: Type',
+         'coust', 'label'),
+         oils_i18n_gettext('opac.alert_message_type',
+         'Determine the display of the banner. Options are: success, info, warning, danger.',
+         'coust', 'description'),
+         'string'
+);
+
+INSERT into config.org_unit_setting_type
+         (name, grp, label, description, datatype)
+VALUES (
+         'opac.alert_banner_text',
+         'opac',
+         oils_i18n_gettext('opac.alert_banner_text',
+         'OPAC Alert Banner: Text',
+         'coust', 'label'),
+         oils_i18n_gettext('opac.alert_message_text',
+         'Text that will display in the alert banner.',
+         'coust', 'description'),
+         'string'
+);
+
+
+-- Move Google Analytics settings from config.tt2 to library settings
+
+SELECT evergreen.upgrade_deps_block_check('1459', :eg_version);
+
+INSERT into config.org_unit_setting_type
+    (name, grp, label, description, datatype)
+VALUES (
+    'opac.google_analytics_enable',
+    'opac',
+    oils_i18n_gettext('opac.google_analytics_enable',
+    'Google Analytics: Enable',
+    'coust', 'label'),
+    oils_i18n_gettext('opac.alert_message_show',
+    'Enable Google Analytics in the OPAC. Default is false.',
+    'coust', 'description'),
+    'bool'
+);
+
+INSERT into config.org_unit_setting_type
+    (name, grp, label, description, datatype)
+VALUES (
+    'opac.google_analytics_code',
+    'opac',
+    oils_i18n_gettext('opac.google_analytics_code',
+    'Google Analytics: Code',
+    'coust', 'label'),
+    oils_i18n_gettext('opac.google_analytics_code',
+    'Account code provided by Google. (Example: G-GVGQ11X12)',
+    'coust', 'description'),
+    'string'
+);
+
+
+SELECT evergreen.upgrade_deps_block_check('1460', :eg_version); -- JBoyer
+
+-- Note: the value will not be consistent from system to system. It's an opaque key that has no meaning of its own,
+-- if the value cached in the client does not match or is missing, it clears some cached values and then saves the current value.
+INSERT INTO config.global_flag (name, label, value, enabled) VALUES (
+    'staff.client_cache_key',
+    oils_i18n_gettext(
+        'staff.client_cache_key',
+        'Change this value to force staff clients to clear some cached values',
+        'cgf',
+        'label'
+    ),
+    md5(random()::text),
+    TRUE
+);
+
+
+SELECT evergreen.upgrade_deps_block_check('1461', :eg_version);
+
+-- for searching e.g. "111-111-1111"
+CREATE INDEX actor_usr_setting_phone_values_idx
+    ON actor.usr_setting (evergreen.lowercase(value))
+    WHERE name IN ('opac.default_phone', 'opac.default_sms_notify');
+
+-- for searching e.g. "1111111111"
+CREATE INDEX actor_usr_setting_phone_values_numeric_idx
+    ON actor.usr_setting (evergreen.lowercase(REGEXP_REPLACE(value, '[^0-9]', '', 'g')))
+    WHERE name IN ('opac.default_phone', 'opac.default_sms_notify');
+
+
+SELECT evergreen.upgrade_deps_block_check('1462', :eg_version);
+
+INSERT INTO acq.edi_attr (key, label) VALUES
+    ('LINEITEM_SEQUENTIAL_ID',
+        oils_i18n_gettext('LINEITEM_SEQUENTIAL_ID',
+        'Lineitems Are Enumerated Sequentially', 'aea', 'label'));
+
+
+SELECT evergreen.upgrade_deps_block_check('1463', :eg_version);
+
+INSERT INTO config.org_unit_setting_type
+    (grp, name, datatype, label, description)
+VALUES (
+    'gui',
+    'ui.cat.volume_copy_editor.template_bar.show_save_template', 'bool',
+    oils_i18n_gettext(
+        'ui.cat.volume_copy_editor.template_bar.show_save_template',
+        'Show "Save Template" in Holdings Editor',
+        'coust',
+        'label'
+    ),
+    oils_i18n_gettext(
+        'ui.cat.volume_copy_editor.template_bar.show_save_template',
+        'Displays the "Save Template" button for the template bar in the Volume/Copy/Holdings Editor. By default, this is only displayed when working with templates from the Admin interface.',
+        'coust',
+        'description'
+    )
+);
+
+INSERT INTO config.org_unit_setting_type
+    (grp, name, datatype, label, description)
+VALUES (
+    'gui',
+    'ui.cat.volume_copy_editor.hide_template_bar', 'bool',
+    oils_i18n_gettext(
+        'ui.cat.volume_copy_editor.hide_template_bar',
+        'Hide the entire template bar in Holdings Editor',
+        'coust',
+        'label'
+    ),
+    oils_i18n_gettext(
+        'ui.cat.volume_copy_editor.hide_template_bar',
+        'Hides the template bar in the Volume/Copy/Holdings Editor. By default, the template bar is displayed in this interface.',
+        'coust',
+        'description'
+    )
+);
+
+INSERT INTO config.workstation_setting_type (name, grp, datatype, label)
+VALUES (
+    'eg.grid.cat.volcopy.template_grid', 'gui', 'object', 
+    oils_i18n_gettext(
+        'eg.grid.cat.volcopy.template_grid',
+        'Holdings Template Grid Settings',
+        'cwst', 'label'
+    )
+);
+
+INSERT INTO config.workstation_setting_type (name, grp, datatype, label)
+VALUES (
+    'eg.grid.holdings.copy_tags.tag_map_list', 'gui', 'object', 
+    oils_i18n_gettext(
+        'eg.grid.holdings.copy_tags.tag_map_list',
+        'Copy Tag Maps Template Grid Settings',
+        'cwst', 'label'
+    )
+);
+
+
+SELECT evergreen.upgrade_deps_block_check('1464', :eg_version);
+
+-- If you want to know how many items are available in a particular library group,
+-- you can't easily sum the results of, say, asset.staff_lasso_record_copy_count,
+-- since library groups can theoretically include descendants of other org units
+-- in the library group (for example, the group could include a system and a branch
+-- within that same system), which means that certain items would be counted twice.
+-- The following functions address that problem by providing deduplicated sums that
+-- only count each item once.
+
+CREATE OR REPLACE FUNCTION asset.staff_lasso_record_copy_count_sum(lasso_id INT, record_id BIGINT)
+    RETURNS TABLE (depth INT, org_unit INT, visible BIGINT, available BIGINT, unshadow BIGINT, transcendant INT, library_group INT) AS $$
+    BEGIN
+    IF (lasso_id IS NULL) THEN RETURN; END IF;
+    IF (record_id IS NULL) THEN RETURN; END IF;
+    RETURN QUERY SELECT
+        -1,
+        -1,
+        COUNT(cp.id),
+        SUM( CASE WHEN cp.status IN (SELECT id FROM config.copy_status WHERE holdable AND is_available) THEN 1 ELSE 0 END ),
+        SUM( CASE WHEN cl.opac_visible AND cp.opac_visible THEN 1 ELSE 0 END),
+        0,
+        lasso_id
+    FROM ( SELECT DISTINCT descendants.id FROM actor.org_lasso_map aolmp JOIN LATERAL actor.org_unit_descendants(aolmp.org_unit) AS descendants ON TRUE WHERE aolmp.lasso = lasso_id) d
+        JOIN asset.copy cp ON (cp.circ_lib = d.id AND NOT cp.deleted)
+        JOIN asset.copy_location cl ON (cp.location = cl.id AND NOT cl.deleted)
+        JOIN asset.call_number cn ON (cn.record = record_id AND cn.id = cp.call_number AND NOT cn.deleted);
+    END;
+$$ LANGUAGE PLPGSQL STABLE ROWS 1;
+
+CREATE OR REPLACE FUNCTION asset.opac_lasso_record_copy_count_sum(lasso_id INT, record_id BIGINT)
+    RETURNS TABLE (depth INT, org_unit INT, visible BIGINT, available BIGINT, unshadow BIGINT, transcendant INT, library_group INT) AS $$
+    BEGIN
+    IF (lasso_id IS NULL) THEN RETURN; END IF;
+    IF (record_id IS NULL) THEN RETURN; END IF;
+
+    RETURN QUERY SELECT
+        -1,
+        -1,
+        COUNT(cp.id),
+        SUM( CASE WHEN cp.status IN (SELECT id FROM config.copy_status WHERE holdable AND is_available) THEN 1 ELSE 0 END ),
+        SUM( CASE WHEN cl.opac_visible AND cp.opac_visible THEN 1 ELSE 0 END),
+        0,
+        lasso_id
+    FROM ( SELECT DISTINCT descendants.id FROM actor.org_lasso_map aolmp JOIN LATERAL actor.org_unit_descendants(aolmp.org_unit) AS descendants ON TRUE WHERE aolmp.lasso = lasso_id) d
+        JOIN asset.copy cp ON (cp.circ_lib = d.id AND NOT cp.deleted)
+        JOIN asset.copy_location cl ON (cp.location = cl.id AND NOT cl.deleted)
+        JOIN asset.call_number cn ON (cn.record = record_id AND cn.id = cp.call_number AND NOT cn.deleted)
+        JOIN asset.copy_vis_attr_cache av ON (cp.id = av.target_copy AND av.record = record_id)
+        JOIN LATERAL (SELECT c_attrs FROM asset.patron_default_visibility_mask()) AS mask ON TRUE
+        WHERE av.vis_attr_vector @@ mask.c_attrs::query_int;
+    END;
+$$ LANGUAGE PLPGSQL STABLE ROWS 1;
+
+CREATE OR REPLACE FUNCTION asset.staff_lasso_metarecord_copy_count_sum(lasso_id INT, metarecord_id BIGINT)
+    RETURNS TABLE (depth INT, org_unit INT, visible BIGINT, available BIGINT, unshadow BIGINT, transcendant INT, library_group INT) AS $$
+    SELECT (
+        -1,
+        -1,
+        SUM(sums.visible)::bigint,
+        SUM(sums.available)::bigint,
+        SUM(sums.unshadow)::bigint,
+        MIN(sums.transcendant),
+        lasso_id
+    ) FROM metabib.metarecord_source_map mmsm
+      JOIN LATERAL (SELECT visible, available, unshadow, transcendant FROM asset.staff_lasso_record_copy_count_sum(lasso_id, mmsm.source)) sums ON TRUE
+      WHERE mmsm.metarecord = metarecord_id;
+$$ LANGUAGE SQL STABLE ROWS 1;
+
+CREATE OR REPLACE FUNCTION asset.opac_lasso_metarecord_copy_count_sum(lasso_id INT, metarecord_id BIGINT)
+    RETURNS TABLE (depth INT, org_unit INT, visible BIGINT, available BIGINT, unshadow BIGINT, transcendant INT, library_group INT) AS $$
+    SELECT (
+        -1,
+        -1,
+        SUM(sums.visible)::bigint,
+        SUM(sums.available)::bigint,
+        SUM(sums.unshadow)::bigint,
+        MIN(sums.transcendant),
+        lasso_id
+    ) FROM metabib.metarecord_source_map mmsm
+      JOIN LATERAL (SELECT visible, available, unshadow, transcendant FROM asset.opac_lasso_record_copy_count_sum(lasso_id, mmsm.source)) sums ON TRUE
+      WHERE mmsm.metarecord = metarecord_id;
+$$ LANGUAGE SQL STABLE ROWS 1;
+
+
+CREATE OR REPLACE FUNCTION asset.copy_org_ids(org_units INT[], depth INT, library_groups INT[])
+RETURNS TABLE (id INT)
+AS $$
+DECLARE
+    ancestor INT;
+BEGIN
+    RETURN QUERY SELECT org_unit FROM actor.org_lasso_map WHERE lasso = ANY(library_groups);
+    FOR ancestor IN SELECT unnest(org_units)
+    LOOP
+        RETURN QUERY
+        SELECT d.id
+        FROM actor.org_unit_descendants(ancestor, depth) d;
+    END LOOP;
+    RETURN;
+END;
+$$ LANGUAGE plpgsql;
+
+
+CREATE OR REPLACE FUNCTION asset.staff_copy_total(rec_id INT, org_units INT[], depth INT, library_groups INT[])
+RETURNS INT AS $$
+  SELECT COUNT(cp.id) total
+  	FROM asset.copy cp
+  	INNER JOIN asset.call_number cn ON (cn.id = cp.call_number AND NOT cn.deleted AND cn.record = rec_id)
+  	INNER JOIN asset.copy_location cl ON (cp.location = cl.id AND NOT cl.deleted)
+  	WHERE cp.circ_lib = ANY (SELECT asset.copy_org_ids(org_units, depth, library_groups))
+  	AND NOT cp.deleted;
+$$ LANGUAGE SQL;
+
+CREATE OR REPLACE FUNCTION asset.opac_copy_total(rec_id INT, org_units INT[], depth INT, library_groups INT[])
+RETURNS INT AS $$
+  SELECT COUNT(cp.id) total
+  	FROM asset.copy cp
+  	INNER JOIN asset.call_number cn ON (cn.id = cp.call_number AND NOT cn.deleted AND cn.record = rec_id)
+  	INNER JOIN asset.copy_location cl ON (cp.location = cl.id AND NOT cl.deleted)
+    INNER JOIN asset.copy_vis_attr_cache av ON (cp.id = av.target_copy AND av.record = rec_id)
+    JOIN LATERAL (SELECT c_attrs FROM asset.patron_default_visibility_mask()) AS mask ON TRUE
+    WHERE av.vis_attr_vector @@ mask.c_attrs::query_int
+  	AND cp.circ_lib = ANY (SELECT asset.copy_org_ids(org_units, depth, library_groups))
+  	AND NOT cp.deleted;
+$$ LANGUAGE SQL;
+
+-- We are adding another argument, which means that we must delete functions with the old signature
+DROP FUNCTION IF EXISTS unapi.holdings_xml(
+    bid BIGINT,
+    ouid INT,
+    org TEXT,
+    depth INT,
+    includes TEXT[],
+    slimit HSTORE,
+    soffset HSTORE,
+    include_xmlns BOOL,
+    pref_lib INT);
+
+CREATE OR REPLACE FUNCTION unapi.holdings_xml (
+    bid BIGINT,
+    ouid INT,
+    org TEXT,
+    depth INT DEFAULT NULL,
+    includes TEXT[] DEFAULT NULL::TEXT[],
+    slimit HSTORE DEFAULT NULL,
+    soffset HSTORE DEFAULT NULL,
+    include_xmlns BOOL DEFAULT TRUE,
+    pref_lib INT DEFAULT NULL,
+    library_group INT DEFAULT NULL
+)
+RETURNS XML AS $F$
+     SELECT  XMLELEMENT(
+                 name holdings,
+                 XMLATTRIBUTES(
+                    CASE WHEN $8 THEN 'http://open-ils.org/spec/holdings/v1' ELSE NULL END AS xmlns,
+                    CASE WHEN ('bre' = ANY ($5)) THEN 'tag:open-ils.org:U2@bre/' || $1 || '/' || $3 ELSE NULL END AS id,
+                    (SELECT record_has_holdable_copy FROM asset.record_has_holdable_copy($1)) AS has_holdable
+                 ),
+                 XMLELEMENT(
+                     name counts,
+                     (SELECT  XMLAGG(XMLELEMENT::XML) FROM (
+                         SELECT  XMLELEMENT(
+                                     name count,
+                                     XMLATTRIBUTES('public' as type, depth, org_unit, coalesce(transcendant,0) as transcendant, available, visible as count, unshadow)
+                                 )::text
+                           FROM  asset.opac_ou_record_copy_count($2,  $1)
+                                     UNION
+                         SELECT  XMLELEMENT(
+                                     name count,
+                                     XMLATTRIBUTES('staff' as type, depth, org_unit, coalesce(transcendant,0) as transcendant, available, visible as count, unshadow)
+                                 )::text
+                           FROM  asset.staff_ou_record_copy_count($2, $1)
+                                     UNION
+                         SELECT  XMLELEMENT(
+                                     name count,
+                                     XMLATTRIBUTES('pref_lib' as type, depth, org_unit, coalesce(transcendant,0) as transcendant, available, visible as count, unshadow)
+                                 )::text
+                           FROM  asset.opac_ou_record_copy_count($9,  $1)
+                                     UNION
+                         SELECT  XMLELEMENT(
+                                     name count,
+                                     XMLATTRIBUTES('public' as type, depth, library_group, coalesce(transcendant,0) as transcendant, available, visible as count, unshadow)
+                                 )::text
+                           FROM  asset.opac_lasso_record_copy_count_sum(library_group,  $1)
+                                     UNION
+                         SELECT  XMLELEMENT(
+                                     name count,
+                                     XMLATTRIBUTES('staff' as type, depth, library_group, coalesce(transcendant,0) as transcendant, available, visible as count, unshadow)
+                                 )::text
+                           FROM  asset.staff_lasso_record_copy_count_sum(library_group,  $1)
+                                     ORDER BY 1
+                     )x)
+                 ),
+                 CASE 
+                     WHEN ('bmp' = ANY ($5)) THEN
+                        XMLELEMENT(
+                            name monograph_parts,
+                            (SELECT XMLAGG(bmp) FROM (
+                                SELECT  unapi.bmp( id, 'xml', 'monograph_part', array_remove( array_remove($5,'bre'), 'holdings_xml'), $3, $4, $6, $7, FALSE)
+                                  FROM  biblio.monograph_part
+                                  WHERE NOT deleted AND record = $1
+                            )x)
+                        )
+                     ELSE NULL
+                 END,
+                 XMLELEMENT(
+                     name volumes,
+                     (SELECT XMLAGG(acn ORDER BY rank, name, label_sortkey) FROM (
+                        -- Physical copies
+                        SELECT  unapi.acn(y.id,'xml','volume',array_remove( array_remove($5,'holdings_xml'),'bre'), $3, $4, $6, $7, FALSE), y.rank, name, label_sortkey
+                        FROM evergreen.ranked_volumes($1, $2, $4, $6, $7, $9, $5) AS y
+                        UNION ALL
+                        -- Located URIs
+                        SELECT unapi.acn(uris.id,'xml','volume',array_remove( array_remove($5,'holdings_xml'),'bre'), $3, $4, $6, $7, FALSE), uris.rank, name, label_sortkey
+                        FROM evergreen.located_uris($1, $2, $9) AS uris
+                     )x)
+                 ),
+                 CASE WHEN ('ssub' = ANY ($5)) THEN 
+                     XMLELEMENT(
+                         name subscriptions,
+                         (SELECT XMLAGG(ssub) FROM (
+                            SELECT  unapi.ssub(id,'xml','subscription','{}'::TEXT[], $3, $4, $6, $7, FALSE)
+                              FROM  serial.subscription
+                              WHERE record_entry = $1
+                        )x)
+                     )
+                 ELSE NULL END,
+                 CASE WHEN ('acp' = ANY ($5)) THEN 
+                     XMLELEMENT(
+                         name foreign_copies,
+                         (SELECT XMLAGG(acp) FROM (
+                            SELECT  unapi.acp(p.target_copy,'xml','copy',array_remove($5,'acp'), $3, $4, $6, $7, FALSE)
+                              FROM  biblio.peer_bib_copy_map p
+                                    JOIN asset.copy c ON (p.target_copy = c.id)
+                              WHERE NOT c.deleted AND p.peer_record = $1
+                            LIMIT ($6 -> 'acp')::INT
+                            OFFSET ($7 -> 'acp')::INT
+                        )x)
+                     )
+                 ELSE NULL END
+             );
+$F$ LANGUAGE SQL STABLE;
+
+DROP FUNCTION IF EXISTS unapi.bre (
+    obj_id BIGINT,
+    format TEXT,
+    ename TEXT,
+    includes TEXT[],
+    org TEXT,
+    depth INT,
+    slimit HSTORE,
+    soffset HSTORE,
+    include_xmlns BOOL,
+    pref_lib INT);
+
+CREATE OR REPLACE FUNCTION unapi.bre (
+    obj_id BIGINT,
+    format TEXT,
+    ename TEXT,
+    includes TEXT[],
+    org TEXT,
+    depth INT DEFAULT NULL,
+    slimit HSTORE DEFAULT NULL,
+    soffset HSTORE DEFAULT NULL,
+    include_xmlns BOOL DEFAULT TRUE,
+    pref_lib INT DEFAULT NULL,
+    library_group INT DEFAULT NULL
+)
+RETURNS XML AS $F$
+DECLARE
+    me      biblio.record_entry%ROWTYPE;
+    layout  unapi.bre_output_layout%ROWTYPE;
+    xfrm    config.xml_transform%ROWTYPE;
+    ouid    INT;
+    tmp_xml TEXT;
+    top_el  TEXT;
+    output  XML;
+    hxml    XML;
+    axml    XML;
+    source  XML;
+BEGIN
+
+    IF org = '-' OR org IS NULL THEN
+        SELECT shortname INTO org FROM evergreen.org_top();
+    END IF;
+
+    SELECT id INTO ouid FROM actor.org_unit WHERE shortname = org;
+
+    IF ouid IS NULL THEN
+        RETURN NULL::XML;
+    END IF;
+
+    IF format = 'holdings_xml' THEN -- the special case
+        output := unapi.holdings_xml( obj_id, ouid, org, depth, includes, slimit, soffset, include_xmlns, NULL, library_group);
+        RETURN output;
+    END IF;
+
+    SELECT * INTO layout FROM unapi.bre_output_layout WHERE name = format;
+
+    IF layout.name IS NULL THEN
+        RETURN NULL::XML;
+    END IF;
+
+    SELECT * INTO xfrm FROM config.xml_transform WHERE name = layout.transform;
+
+    SELECT * INTO me FROM biblio.record_entry WHERE id = obj_id;
+
+    -- grab bib_source, if any
+    IF ('cbs' = ANY (includes) AND me.source IS NOT NULL) THEN
+        source := unapi.cbs(me.source,NULL,NULL,NULL,NULL);
+    ELSE
+        source := NULL::XML;
+    END IF;
+
+    -- grab SVF if we need them
+    IF ('mra' = ANY (includes)) THEN 
+        axml := unapi.mra(obj_id,NULL,NULL,NULL,NULL);
+    ELSE
+        axml := NULL::XML;
+    END IF;
+
+    -- grab holdings if we need them
+    IF ('holdings_xml' = ANY (includes)) THEN 
+        hxml := unapi.holdings_xml(obj_id, ouid, org, depth, array_remove(includes,'holdings_xml'), slimit, soffset, include_xmlns, pref_lib, library_group);
+    ELSE
+        hxml := NULL::XML;
+    END IF;
+
+
+    -- generate our item node
+
+
+    IF format = 'marcxml' THEN
+        tmp_xml := me.marc;
+        IF tmp_xml !~ E'<marc:' THEN -- If we're not using the prefixed namespace in this record, then remove all declarations of it
+           tmp_xml := REGEXP_REPLACE(tmp_xml, ' xmlns:marc="http://www.loc.gov/MARC21/slim"', '', 'g');
+        END IF; 
+    ELSE
+        tmp_xml := oils_xslt_process(me.marc, xfrm.xslt)::XML;
+    END IF;
+
+    top_el := REGEXP_REPLACE(tmp_xml, E'^.*?<((?:\\S+:)?' || layout.holdings_element || ').*$', E'\\1');
+
+    IF source IS NOT NULL THEN
+        tmp_xml := REGEXP_REPLACE(tmp_xml, '</' || top_el || '>(.*?)$', source || '</' || top_el || E'>\\1');
+    END IF;
+
+    IF axml IS NOT NULL THEN 
+        tmp_xml := REGEXP_REPLACE(tmp_xml, '</' || top_el || '>(.*?)$', axml || '</' || top_el || E'>\\1');
+    END IF;
+
+    IF hxml IS NOT NULL THEN -- XXX how do we configure the holdings position?
+        tmp_xml := REGEXP_REPLACE(tmp_xml, '</' || top_el || '>(.*?)$', hxml || '</' || top_el || E'>\\1');
+    END IF;
+
+    IF ('bre.unapi' = ANY (includes)) THEN 
+        output := REGEXP_REPLACE(
+            tmp_xml,
+            '</' || top_el || '>(.*?)',
+            XMLELEMENT(
+                name abbr,
+                XMLATTRIBUTES(
+                    'http://www.w3.org/1999/xhtml' AS xmlns,
+                    'unapi-id' AS class,
+                    'tag:open-ils.org:U2@bre/' || obj_id || '/' || org AS title
+                )
+            )::TEXT || '</' || top_el || E'>\\1'
+        );
+    ELSE
+        output := tmp_xml;
+    END IF;
+
+    IF ('bre.extern' = ANY (includes)) THEN 
+        output := REGEXP_REPLACE(
+            tmp_xml,
+            '</' || top_el || '>(.*?)',
+            XMLELEMENT(
+                name extern,
+                XMLATTRIBUTES(
+                    'http://open-ils.org/spec/biblio/v1' AS xmlns,
+                    me.creator AS creator,
+                    me.editor AS editor,
+                    me.create_date AS create_date,
+                    me.edit_date AS edit_date,
+                    me.quality AS quality,
+                    me.fingerprint AS fingerprint,
+                    me.tcn_source AS tcn_source,
+                    me.tcn_value AS tcn_value,
+                    me.owner AS owner,
+                    me.share_depth AS share_depth,
+                    me.active AS active,
+                    me.deleted AS deleted
+                )
+            )::TEXT || '</' || top_el || E'>\\1'
+        );
+    ELSE
+        output := tmp_xml;
+    END IF;
+
+    output := REGEXP_REPLACE(output::TEXT,E'>\\s+<','><','gs')::XML;
+    RETURN output;
+END;
+$F$ LANGUAGE PLPGSQL STABLE;
+
+DROP FUNCTION IF EXISTS unapi.biblio_record_entry_feed (
+    id_list BIGINT[],
+    format TEXT,
+    includes TEXT[],
+    org TEXT,
+    depth INT,
+    slimit HSTORE,
+    soffset HSTORE,
+    include_xmlns BOOL,
+    title TEXT,
+    description TEXT,
+    creator TEXT,
+    update_ts TEXT,
+    unapi_url TEXT,
+    header_xml XML,
+    pref_lib INT);
+CREATE OR REPLACE FUNCTION unapi.biblio_record_entry_feed (
+    id_list BIGINT[],
+    format TEXT,
+    includes TEXT[],
+    org TEXT,
+    depth INT DEFAULT NULL,
+    slimit HSTORE DEFAULT NULL,
+    soffset HSTORE DEFAULT NULL, 
+    include_xmlns BOOL DEFAULT TRUE,
+    title TEXT DEFAULT NULL,
+    description TEXT DEFAULT NULL,
+    creator TEXT DEFAULT NULL,
+    update_ts TEXT DEFAULT NULL,
+    unapi_url TEXT DEFAULT NULL,
+    header_xml XML DEFAULT NULL,
+    pref_lib INT DEFAULT NULL,
+    library_group INT DEFAULT NULL
+     ) RETURNS XML AS $F$
+DECLARE
+    layout          unapi.bre_output_layout%ROWTYPE;
+    transform       config.xml_transform%ROWTYPE;
+    item_format     TEXT;
+    tmp_xml         TEXT;
+    xmlns_uri       TEXT := 'http://open-ils.org/spec/feed-xml/v1';
+    ouid            INT;
+    element_list    TEXT[];
+BEGIN
+
+    IF org = '-' OR org IS NULL THEN
+        SELECT shortname INTO org FROM evergreen.org_top();
+    END IF;
+
+    SELECT id INTO ouid FROM actor.org_unit WHERE shortname = org;
+    SELECT * INTO layout FROM unapi.bre_output_layout WHERE name = format;
+
+    IF layout.name IS NULL THEN
+        RETURN NULL::XML;
+    END IF;
+
+    SELECT * INTO transform FROM config.xml_transform WHERE name = layout.transform;
+    xmlns_uri := COALESCE(transform.namespace_uri,xmlns_uri);
+
+    -- Gather the bib xml
+    SELECT XMLAGG( unapi.bre(i, format, '', includes, org, depth, slimit, soffset, include_xmlns, pref_lib, library_group)) INTO tmp_xml FROM UNNEST( id_list ) i;
+
+    IF layout.title_element IS NOT NULL THEN
+        EXECUTE 'SELECT XMLCONCAT( XMLELEMENT( name '|| layout.title_element ||', XMLATTRIBUTES( $1 AS xmlns), $3), $2)' INTO tmp_xml USING xmlns_uri, tmp_xml::XML, title;
+    END IF;
+
+    IF layout.description_element IS NOT NULL THEN
+        EXECUTE 'SELECT XMLCONCAT( XMLELEMENT( name '|| layout.description_element ||', XMLATTRIBUTES( $1 AS xmlns), $3), $2)' INTO tmp_xml USING xmlns_uri, tmp_xml::XML, description;
+    END IF;
+
+    IF layout.creator_element IS NOT NULL THEN
+        EXECUTE 'SELECT XMLCONCAT( XMLELEMENT( name '|| layout.creator_element ||', XMLATTRIBUTES( $1 AS xmlns), $3), $2)' INTO tmp_xml USING xmlns_uri, tmp_xml::XML, creator;
+    END IF;
+
+    IF layout.update_ts_element IS NOT NULL THEN
+        EXECUTE 'SELECT XMLCONCAT( XMLELEMENT( name '|| layout.update_ts_element ||', XMLATTRIBUTES( $1 AS xmlns), $3), $2)' INTO tmp_xml USING xmlns_uri, tmp_xml::XML, update_ts;
+    END IF;
+
+    IF unapi_url IS NOT NULL THEN
+        EXECUTE $$SELECT XMLCONCAT( XMLELEMENT( name link, XMLATTRIBUTES( 'http://www.w3.org/1999/xhtml' AS xmlns, 'unapi-server' AS rel, $1 AS href, 'unapi' AS title)), $2)$$ INTO tmp_xml USING unapi_url, tmp_xml::XML;
+    END IF;
+
+    IF header_xml IS NOT NULL THEN tmp_xml := XMLCONCAT(header_xml,tmp_xml::XML); END IF;
+
+    element_list := regexp_split_to_array(layout.feed_top,E'\\.');
+    FOR i IN REVERSE ARRAY_UPPER(element_list, 1) .. 1 LOOP
+        EXECUTE 'SELECT XMLELEMENT( name '|| quote_ident(element_list[i]) ||', XMLATTRIBUTES( $1 AS xmlns), $2)' INTO tmp_xml USING xmlns_uri, tmp_xml::XML;
+    END LOOP;
+
+    RETURN tmp_xml::XML;
+END;
+$F$ LANGUAGE PLPGSQL STABLE;
+
+
+DROP FUNCTION IF EXISTS unapi.metabib_virtual_record_feed (
+    id_list BIGINT[],
+    format TEXT,
+    includes TEXT[],
+    org TEXT,
+    depth INT,
+    slimit HSTORE,
+    soffset HSTORE,
+    include_xmlns BOOL, title TEXT,
+    description TEXT,
+    creator TEXT,
+    update_ts TEXT,
+    unapi_url TEXT,
+    header_xml XML,
+    pref_lib INT);
+CREATE OR REPLACE FUNCTION unapi.metabib_virtual_record_feed (
+    id_list BIGINT[],
+    format TEXT,
+    includes TEXT[],
+    org TEXT,
+    depth INT DEFAULT NULL,
+    slimit HSTORE DEFAULT NULL,
+    soffset HSTORE DEFAULT NULL,
+    include_xmlns BOOL DEFAULT TRUE,
+    title TEXT DEFAULT NULL,
+    description TEXT DEFAULT NULL,
+    creator TEXT DEFAULT NULL,
+    update_ts TEXT DEFAULT NULL,
+    unapi_url TEXT DEFAULT NULL,
+    header_xml XML DEFAULT NULL,
+    pref_lib INT DEFAULT NULL,
+    library_group INT DEFAULT NULL ) RETURNS XML AS $F$
+DECLARE
+    layout          unapi.bre_output_layout%ROWTYPE;
+    transform       config.xml_transform%ROWTYPE;
+    item_format     TEXT;
+    tmp_xml         TEXT;
+    xmlns_uri       TEXT := 'http://open-ils.org/spec/feed-xml/v1';
+    ouid            INT;
+    element_list    TEXT[];
+BEGIN
+
+    IF org = '-' OR org IS NULL THEN
+        SELECT shortname INTO org FROM evergreen.org_top();
+    END IF;
+
+    SELECT id INTO ouid FROM actor.org_unit WHERE shortname = org;
+    SELECT * INTO layout FROM unapi.bre_output_layout WHERE name = format;
+
+    IF layout.name IS NULL THEN
+        RETURN NULL::XML;
+    END IF;
+
+    SELECT * INTO transform FROM config.xml_transform WHERE name = layout.transform;
+    xmlns_uri := COALESCE(transform.namespace_uri,xmlns_uri);
+
+    -- Gather the bib xml
+    SELECT XMLAGG( unapi.mmr(i, format, '', includes, org, depth, slimit, soffset, include_xmlns, pref_lib, library_group)) INTO tmp_xml FROM UNNEST( id_list ) i;
+
+    IF layout.title_element IS NOT NULL THEN
+        EXECUTE 'SELECT XMLCONCAT( XMLELEMENT( name '|| layout.title_element ||', XMLATTRIBUTES( $1 AS xmlns), $3), $2)' INTO tmp_xml USING xmlns_uri, tmp_xml::XML, title;
+    END IF;
+
+    IF layout.description_element IS NOT NULL THEN
+        EXECUTE 'SELECT XMLCONCAT( XMLELEMENT( name '|| layout.description_element ||', XMLATTRIBUTES( $1 AS xmlns), $3), $2)' INTO tmp_xml USING xmlns_uri, tmp_xml::XML, description;
+    END IF;
+
+    IF layout.creator_element IS NOT NULL THEN
+        EXECUTE 'SELECT XMLCONCAT( XMLELEMENT( name '|| layout.creator_element ||', XMLATTRIBUTES( $1 AS xmlns), $3), $2)' INTO tmp_xml USING xmlns_uri, tmp_xml::XML, creator;
+    END IF;
+
+    IF layout.update_ts_element IS NOT NULL THEN
+        EXECUTE 'SELECT XMLCONCAT( XMLELEMENT( name '|| layout.update_ts_element ||', XMLATTRIBUTES( $1 AS xmlns), $3), $2)' INTO tmp_xml USING xmlns_uri, tmp_xml::XML, update_ts;
+    END IF;
+
+    IF unapi_url IS NOT NULL THEN
+        EXECUTE $$SELECT XMLCONCAT( XMLELEMENT( name link, XMLATTRIBUTES( 'http://www.w3.org/1999/xhtml' AS xmlns, 'unapi-server' AS rel, $1 AS href, 'unapi' AS title)), $2)$$ INTO tmp_xml USING unapi_url, tmp_xml::XML;
+    END IF;
+
+    IF header_xml IS NOT NULL THEN tmp_xml := XMLCONCAT(header_xml,tmp_xml::XML); END IF;
+
+    element_list := regexp_split_to_array(layout.feed_top,E'\\.');
+    FOR i IN REVERSE ARRAY_UPPER(element_list, 1) .. 1 LOOP
+        EXECUTE 'SELECT XMLELEMENT( name '|| quote_ident(element_list[i]) ||', XMLATTRIBUTES( $1 AS xmlns), $2)' INTO tmp_xml USING xmlns_uri, tmp_xml::XML;
+    END LOOP;
+
+    RETURN tmp_xml::XML;
+END;
+$F$ LANGUAGE PLPGSQL STABLE;
+
+
+DROP FUNCTION IF EXISTS unapi.mmr(
+    obj_id BIGINT,
+    format TEXT,
+    ename TEXT,
+    includes TEXT[],
+    org TEXT,
+    depth INT,
+    slimit HSTORE,
+    soffset HSTORE,
+    include_xmlns BOOL,
+    pref_lib INT
+);
+
+CREATE OR REPLACE FUNCTION unapi.mmr (
+    obj_id BIGINT,
+    format TEXT,
+    ename TEXT,
+    includes TEXT[],
+    org TEXT,
+    depth INT DEFAULT NULL,
+    slimit HSTORE DEFAULT NULL,
+    soffset HSTORE DEFAULT NULL,
+    include_xmlns BOOL DEFAULT TRUE,
+    pref_lib INT DEFAULT NULL,
+    library_group INT DEFAULT NULL
+)
+RETURNS XML AS $F$
+DECLARE
+    mmrec   metabib.metarecord%ROWTYPE;
+    leadrec biblio.record_entry%ROWTYPE;
+    subrec biblio.record_entry%ROWTYPE;
+    layout  unapi.bre_output_layout%ROWTYPE;
+    xfrm    config.xml_transform%ROWTYPE;
+    ouid    INT;
+    xml_buf TEXT; -- growing XML document
+    tmp_xml TEXT; -- single-use XML string
+    xml_frag TEXT; -- single-use XML fragment
+    top_el  TEXT;
+    output  XML;
+    hxml    XML;
+    axml    XML;
+    subxml  XML; -- subordinate records elements
+    sub_xpath TEXT; 
+    parts   TEXT[]; 
+BEGIN
+
+    -- xpath for extracting bre.marc values from subordinate records 
+    -- so they may be appended to the MARC of the master record prior
+    -- to XSLT processing.
+    -- subjects, isbn, issn, upc -- anything else?
+    sub_xpath := 
+      '//*[starts-with(@tag, "6") or @tag="020" or @tag="022" or @tag="024"]';
+
+    IF org = '-' OR org IS NULL THEN
+        SELECT shortname INTO org FROM evergreen.org_top();
+    END IF;
+
+    SELECT id INTO ouid FROM actor.org_unit WHERE shortname = org;
+
+    IF ouid IS NULL THEN
+        RETURN NULL::XML;
+    END IF;
+
+    SELECT INTO mmrec * FROM metabib.metarecord WHERE id = obj_id;
+    IF NOT FOUND THEN
+        RETURN NULL::XML;
+    END IF;
+
+    -- TODO: aggregate holdings from constituent records
+    IF format = 'holdings_xml' THEN -- the special case
+        output := unapi.mmr_holdings_xml(
+            obj_id, ouid, org, depth,
+            array_remove(includes,'holdings_xml'),
+            slimit, soffset, include_xmlns, pref_lib, library_group);
+        RETURN output;
+    END IF;
+
+    SELECT * INTO layout FROM unapi.bre_output_layout WHERE name = format;
+
+    IF layout.name IS NULL THEN
+        RETURN NULL::XML;
+    END IF;
+
+    SELECT * INTO xfrm FROM config.xml_transform WHERE name = layout.transform;
+
+    SELECT INTO leadrec * FROM biblio.record_entry WHERE id = mmrec.master_record;
+
+    -- Grab distinct MVF for all records if requested
+    IF ('mra' = ANY (includes)) THEN 
+        axml := unapi.mmr_mra(obj_id,NULL,NULL,NULL,org,depth,NULL,NULL,TRUE,pref_lib);
+    ELSE
+        axml := NULL::XML;
+    END IF;
+
+    xml_buf = leadrec.marc;
+
+    hxml := NULL::XML;
+    IF ('holdings_xml' = ANY (includes)) THEN
+        hxml := unapi.mmr_holdings_xml(
+                    obj_id, ouid, org, depth,
+                    array_remove(includes,'holdings_xml'),
+                    slimit, soffset, include_xmlns, pref_lib, library_group);
+    END IF;
+
+    subxml := NULL::XML;
+    parts := '{}'::TEXT[];
+    FOR subrec IN SELECT bre.* FROM biblio.record_entry bre
+         JOIN metabib.metarecord_source_map mmsm ON (mmsm.source = bre.id)
+         JOIN metabib.metarecord mmr ON (mmr.id = mmsm.metarecord)
+         WHERE mmr.id = obj_id AND NOT bre.deleted
+         ORDER BY CASE WHEN bre.id = mmr.master_record THEN 0 ELSE bre.id END
+         LIMIT COALESCE((slimit->'bre')::INT, 5) LOOP
+
+        IF subrec.id = leadrec.id THEN CONTINUE; END IF;
+        -- Append choice data from the the non-lead records to the 
+        -- the lead record document
+
+        parts := parts || xpath(sub_xpath, subrec.marc::XML)::TEXT[];
+    END LOOP;
+
+    SELECT STRING_AGG( DISTINCT p , '' )::XML INTO subxml FROM UNNEST(parts) p;
+
+    -- append data from the subordinate records to the 
+    -- main record document before applying the XSLT
+
+    IF subxml IS NOT NULL THEN 
+        xml_buf := REGEXP_REPLACE(xml_buf, 
+            '</record>(.*?)$', subxml || '</record>' || E'\\1');
+    END IF;
+
+    IF format = 'marcxml' THEN
+         -- If we're not using the prefixed namespace in 
+         -- this record, then remove all declarations of it
+        IF xml_buf !~ E'<marc:' THEN
+           xml_buf := REGEXP_REPLACE(xml_buf, 
+            ' xmlns:marc="http://www.loc.gov/MARC21/slim"', '', 'g');
+        END IF; 
+    ELSE
+        xml_buf := oils_xslt_process(xml_buf, xfrm.xslt)::XML;
+    END IF;
+
+    -- update top_el to reflect the change in xml_buf, which may
+    -- now be a different type of document (e.g. record -> mods)
+    top_el := REGEXP_REPLACE(xml_buf, E'^.*?<((?:\\S+:)?' || 
+        layout.holdings_element || ').*$', E'\\1');
+
+    IF axml IS NOT NULL THEN 
+        xml_buf := REGEXP_REPLACE(xml_buf, 
+            '</' || top_el || '>(.*?)$', axml || '</' || top_el || E'>\\1');
+    END IF;
+
+    IF hxml IS NOT NULL THEN
+        xml_buf := REGEXP_REPLACE(xml_buf, 
+            '</' || top_el || '>(.*?)$', hxml || '</' || top_el || E'>\\1');
+    END IF;
+
+    IF ('mmr.unapi' = ANY (includes)) THEN 
+        output := REGEXP_REPLACE(
+            xml_buf,
+            '</' || top_el || '>(.*?)',
+            XMLELEMENT(
+                name abbr,
+                XMLATTRIBUTES(
+                    'http://www.w3.org/1999/xhtml' AS xmlns,
+                    'unapi-id' AS class,
+                    'tag:open-ils.org:U2@mmr/' || obj_id || '/' || org AS title
+                )
+            )::TEXT || '</' || top_el || E'>\\1'
+        );
+    ELSE
+        output := xml_buf;
+    END IF;
+
+    -- remove ignorable whitesace
+    output := REGEXP_REPLACE(output::TEXT,E'>\\s+<','><','gs')::XML;
+    RETURN output;
+END;
+$F$ LANGUAGE PLPGSQL STABLE;
+
+DROP FUNCTION IF EXISTS unapi.mmr_holdings_xml (
+    mid BIGINT,
+    ouid INT,
+    org TEXT,
+    depth INT,
+    includes TEXT[],
+    slimit HSTORE,
+    soffset HSTORE,
+    include_xmlns BOOL,
+    pref_lib INT
+);
+
+CREATE OR REPLACE FUNCTION unapi.mmr_holdings_xml (
+    mid BIGINT,
+    ouid INT,
+    org TEXT,
+    depth INT DEFAULT NULL,
+    includes TEXT[] DEFAULT NULL::TEXT[],
+    slimit HSTORE DEFAULT NULL,
+    soffset HSTORE DEFAULT NULL,
+    include_xmlns BOOL DEFAULT TRUE,
+    pref_lib INT DEFAULT NULL,
+    library_group INT DEFAULT NULL
+)
+RETURNS XML AS $F$
+     SELECT  XMLELEMENT(
+                 name holdings,
+                 XMLATTRIBUTES(
+                    CASE WHEN $8 THEN 'http://open-ils.org/spec/holdings/v1' ELSE NULL END AS xmlns,
+                    CASE WHEN ('mmr' = ANY ($5)) THEN 'tag:open-ils.org:U2@mmr/' || $1 || '/' || $3 ELSE NULL END AS id,
+                    (SELECT metarecord_has_holdable_copy FROM asset.metarecord_has_holdable_copy($1)) AS has_holdable
+                 ),
+                 XMLELEMENT(
+                     name counts,
+                     (SELECT  XMLAGG(XMLELEMENT::XML) FROM (
+                         SELECT  XMLELEMENT(
+                                     name count,
+                                     XMLATTRIBUTES('public' as type, depth, org_unit, coalesce(transcendant,0) as transcendant, available, visible as count, unshadow)
+                                 )::text
+                           FROM  asset.opac_ou_metarecord_copy_count($2,  $1)
+                                     UNION
+                         SELECT  XMLELEMENT(
+                                     name count,
+                                     XMLATTRIBUTES('staff' as type, depth, org_unit, coalesce(transcendant,0) as transcendant, available, visible as count, unshadow)
+                                 )::text
+                           FROM  asset.staff_ou_metarecord_copy_count($2, $1)
+                                     UNION
+                         SELECT  XMLELEMENT(
+                                     name count,
+                                     XMLATTRIBUTES('pref_lib' as type, depth, org_unit, coalesce(transcendant,0) as transcendant, available, visible as count, unshadow)
+                                 )::text
+                           FROM  asset.opac_ou_metarecord_copy_count($9,  $1)
+                                     UNION
+                         SELECT  XMLELEMENT(
+                                     name count,
+                                     XMLATTRIBUTES('public' as type, depth, library_group, coalesce(transcendant,0) as transcendant, available, visible as count, unshadow)
+                                 )::text
+                           FROM  asset.opac_lasso_metarecord_copy_count_sum(library_group,  $1)
+                                     UNION
+                         SELECT  XMLELEMENT(
+                                     name count,
+                                     XMLATTRIBUTES('staff' as type, depth, library_group, coalesce(transcendant,0) as transcendant, available, visible as count, unshadow)
+                                 )::text
+                           FROM  asset.staff_lasso_metarecord_copy_count_sum(library_group,  $1)
+                                     ORDER BY 1
+                     )x)
+                 ),
+                 -- XXX monograph_parts and foreign_copies are skipped in MRs ... put them back some day?
+                 XMLELEMENT(
+                     name volumes,
+                     (SELECT XMLAGG(acn ORDER BY rank, name, label_sortkey) FROM (
+                        -- Physical copies
+                        SELECT  unapi.acn(y.id,'xml','volume',array_remove( array_remove($5,'holdings_xml'),'bre'), $3, $4, $6, $7, FALSE), y.rank, name, label_sortkey
+                        FROM evergreen.ranked_volumes((SELECT ARRAY_AGG(source) FROM metabib.metarecord_source_map WHERE metarecord = $1), $2, $4, $6, $7, $9, $5) AS y
+                        UNION ALL
+                        -- Located URIs
+                        SELECT unapi.acn(uris.id,'xml','volume',array_remove( array_remove($5,'holdings_xml'),'bre'), $3, $4, $6, $7, FALSE), uris.rank, name, label_sortkey
+                        FROM evergreen.located_uris((SELECT ARRAY_AGG(source) FROM metabib.metarecord_source_map WHERE metarecord = $1), $2, $9) AS uris
+                     )x)
+                 ),
+                 CASE WHEN ('ssub' = ANY ($5)) THEN
+                     XMLELEMENT(
+                         name subscriptions,
+                         (SELECT XMLAGG(ssub) FROM (
+                            SELECT  unapi.ssub(id,'xml','subscription','{}'::TEXT[], $3, $4, $6, $7, FALSE)
+                              FROM  serial.subscription
+                              WHERE record_entry IN (SELECT source FROM metabib.metarecord_source_map WHERE metarecord = $1)
+                        )x)
+                     )
+                 ELSE NULL END
+             );
+$F$ LANGUAGE SQL STABLE;
+
+
+SELECT evergreen.upgrade_deps_block_check('1465', :eg_version);
+
+ALTER TABLE config.ui_staff_portal_page_entry
+ADD COLUMN url_newtab boolean;
+
+
+SELECT evergreen.upgrade_deps_block_check('1466', :eg_version);
+
+INSERT into config.workstation_setting_type
+    (name, grp, label, description, datatype)
+VALUES (
+    'ui.staff.disable_links_newtabs',
+    'gui',
+    oils_i18n_gettext('ui.staff.disable_links_newtabs',
+        'Staff Client: no new tabs',
+        'coust', 'label'),
+    oils_i18n_gettext('ui.staff.disable_links_newtabs',
+        'Prevents links in the staff interface from opening in new tabs or windows.',
+        'coust', 'description'),
+    'bool'
+);
+
+
+SELECT evergreen.upgrade_deps_block_check('1467', :eg_version);
+
+CREATE TABLE action.eresource_link_click (
+    id          BIGSERIAL PRIMARY KEY,
+    clicked_at  TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    url         TEXT,
+    record      BIGINT NOT NULL REFERENCES biblio.record_entry (id)
+);
+
+CREATE TABLE action.eresource_link_click_course (
+    id            SERIAL      PRIMARY KEY,
+    click         BIGINT NOT NULL REFERENCES action.eresource_link_click (id) ON DELETE CASCADE,
+    course        INT REFERENCES asset.course_module_course (id) ON UPDATE CASCADE ON DELETE SET NULL,
+    course_name   TEXT NOT NULL,
+    course_number TEXT NOT NULL
+);
+
+INSERT INTO config.global_flag  (name, label, enabled)
+    VALUES (
+        'opac.eresources.link_click_tracking',
+        oils_i18n_gettext('opac.eresources.link_click_tracking',
+                          'Track clicks on eresources links.  Before enabling this global flag, be sure that you are monitoring disk space on your database server and have a cron job set up to delete click records after the desired retention interval.',
+                          'cgf', 'label'),
+        FALSE
+    );
+
+CREATE FUNCTION action.delete_old_eresource_link_clicks(days integer)
+    RETURNS VOID AS
+    'DELETE FROM action.eresource_link_click
+     WHERE clicked_at < current_timestamp
+               - ($1::text || '' days'')::interval'
+    LANGUAGE SQL
+    VOLATILE;
+
+
+
+SELECT evergreen.upgrade_deps_block_check('1468', :eg_version);
+
+-- Necessary pre-seed data
+
+
+INSERT INTO actor.passwd_type (code, name, login, crypt_algo, iter_count)
+    VALUES ('api', 'OpenAPI Integration Password', TRUE, 'bf', 10)
+ON CONFLICT DO NOTHING;
+
+-- Move top-level perms "down" ...
+INSERT INTO permission.grp_perm_map (grp,perm,depth,grantable)
+ SELECT  DISTINCT g.id, p.perm, p.depth, p.grantable
+   FROM  permission.grp_perm_map p,
+         permission.grp_tree g
+   WHERE g.parent = 1 AND p.grp = 1;
+
+-- ... then remove the User version ...
+DELETE FROM permission.grp_perm_map WHERE grp = 1;
+
+-- ... and add a new branch to the group tree for API perms
+INSERT INTO permission.grp_tree (name, parent, description, application_perm)
+    VALUES ('API Integrator', 1, 'API Integration Accounts', 'group_application.api_integrator');
+
+INSERT INTO permission.grp_tree (name, parent, description, application_perm) SELECT 'Patron API', id, 'Patron API', 'group_application.api_integrator' FROM permission.grp_tree WHERE name = 'API Integrator';
+INSERT INTO permission.grp_tree (name, parent, description, application_perm) SELECT 'Org Unit API', id, 'Org Unit API', 'group_application.api_integrator' FROM permission.grp_tree WHERE name = 'API Integrator';
+INSERT INTO permission.grp_tree (name, parent, description, application_perm) SELECT 'Bib Record API', id, 'Bib Record API', 'group_application.api_integrator' FROM permission.grp_tree WHERE name = 'API Integrator';
+INSERT INTO permission.grp_tree (name, parent, description, application_perm) SELECT 'Item Record API', id, 'Item Record API', 'group_application.api_integrator' FROM permission.grp_tree WHERE name = 'API Integrator';
+INSERT INTO permission.grp_tree (name, parent, description, application_perm) SELECT 'Holds API', id, 'Holds API', 'group_application.api_integrator' FROM permission.grp_tree WHERE name = 'API Integrator';
+INSERT INTO permission.grp_tree (name, parent, description, application_perm) SELECT 'Debt Collection API', id, 'Debt Collection API', 'group_application.api_integrator' FROM permission.grp_tree WHERE name = 'API Integrator';
+INSERT INTO permission.grp_tree (name, parent, description, application_perm) SELECT 'Course Reserves API', id, 'Course Reserves API', 'group_application.api_integrator' FROM permission.grp_tree WHERE name = 'API Integrator';
+
+INSERT INTO permission.perm_list (code) VALUES
+ ('group_application.api_integrator'),
+ ('API_LOGIN'),
+ ('REST.api'),
+ ('REST.api.patrons'),
+ ('REST.api.orgs'),
+ ('REST.api.bibs'),
+ ('REST.api.items'),
+ ('REST.api.holds'),
+ ('REST.api.collections'),
+ ('REST.api.courses')
+ --- ... etc
+ON CONFLICT DO NOTHING;
+
+INSERT INTO permission.grp_perm_map (grp,perm,depth)
+    SELECT g.id, p.id, 0 FROM permission.grp_tree g, permission.perm_list p WHERE g.name='API Integrator' AND p.code IN ('API_LOGIN','REST.api')
+        UNION
+    SELECT g.id, p.id, 0 FROM permission.grp_tree g, permission.perm_list p WHERE g.name='Patron API' AND p.code = 'REST.api.patrons'
+        UNION
+    SELECT g.id, p.id, 0 FROM permission.grp_tree g, permission.perm_list p WHERE g.name='Org Unit API' AND p.code = 'REST.api.orgs'
+        UNION
+    SELECT g.id, p.id, 0 FROM permission.grp_tree g, permission.perm_list p WHERE g.name='Bib Record API' AND p.code = 'REST.api.bibs'
+        UNION
+    SELECT g.id, p.id, 0 FROM permission.grp_tree g, permission.perm_list p WHERE g.name='Item Record API' AND p.code = 'REST.api.items'
+        UNION
+    SELECT g.id, p.id, 0 FROM permission.grp_tree g, permission.perm_list p WHERE g.name='Holds API' AND p.code = 'REST.api.holds'
+        UNION
+    SELECT g.id, p.id, 0 FROM permission.grp_tree g, permission.perm_list p WHERE g.name='Debt Collection API' AND p.code = 'REST.api.collections'
+        UNION
+    SELECT g.id, p.id, 0 FROM permission.grp_tree g, permission.perm_list p WHERE g.name='Course Reserves API' AND p.code = 'REST.api.courses'
+ON CONFLICT DO NOTHING;
+
+DROP SCHEMA IF EXISTS openapi CASCADE;
+CREATE SCHEMA IF NOT EXISTS openapi;
+
+CREATE TABLE IF NOT EXISTS openapi.integrator (
+    id      INT     PRIMARY KEY REFERENCES actor.usr (id),
+    enabled BOOL    NOT NULL DEFAULT TRUE
+);
+
+CREATE TABLE IF NOT EXISTS openapi.json_schema_datatype (
+    name        TEXT    PRIMARY KEY,
+    label       TEXT    NOT NULL UNIQUE,
+    description TEXT
+);
+INSERT INTO openapi.json_schema_datatype (name,label) VALUES
+    ('boolean','Boolean'),
+    ('string','String'),
+    ('integer','Integer'),
+    ('number','Number'),
+    ('array','Array'),
+    ('object','Object')
+ON CONFLICT DO NOTHING;
+
+CREATE TABLE IF NOT EXISTS openapi.json_schema_format (
+    name        TEXT    PRIMARY KEY,
+    label       TEXT    NOT NULL UNIQUE,
+    description TEXT
+);
+INSERT INTO openapi.json_schema_format (name,label) VALUES
+    ('date-time','Timestamp'),
+    ('date','Date'),
+    ('time','Time'),
+    ('interval','Interval'),
+    ('email','Email Address'),
+    ('uri','URI'),
+    ('identifier','Opaque Identifier'),
+    ('money','Money'),
+    ('float','Floating Point Number'),
+    ('int64','Large Integer'),
+    ('password','Password')
+ON CONFLICT DO NOTHING;
+
+CREATE TABLE IF NOT EXISTS openapi.rate_limit_definition (
+    id              SERIAL      PRIMARY KEY,
+    name            TEXT        UNIQUE NOT NULL, -- i18n
+    limit_interval  INTERVAL    NOT NULL,
+    limit_count     INT         NOT NULL
+);
+SELECT SETVAL('openapi.rate_limit_definition_id_seq'::TEXT, 100);
+INSERT INTO openapi.rate_limit_definition (id, name, limit_interval, limit_count) VALUES
+    (1, 'Once per second', '1 second', 1),
+    (2, 'Ten per minute', '1 minute', 10),
+    (3, 'One hunderd per hour', '1 hour', 100),
+    (4, 'One thousand per hour', '1 hour', 1000),
+    (5, 'One thousand per 24 hour period', '24 hours', 1000),
+    (6, 'Ten thousand per 24 hour period', '24 hours', 10000),
+    (7, 'Unlimited', '1 second', 1000000),
+    (8, 'One hundred per second', '1 second', 100)
+ON CONFLICT DO NOTHING;
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint (
+    operation_id    TEXT    PRIMARY KEY,
+    path            TEXT    NOT NULL,
+    http_method     TEXT    NOT NULL CHECK (http_method IN ('get','put','post','delete','patch')),
+    security        TEXT    NOT NULL DEFAULT 'bearerAuth' CHECK (security IN ('bearerAuth','basicAuth','cookieAuth','paramAuth')),
+    summary         TEXT    NOT NULL,
+    method_source   TEXT    NOT NULL, -- perl module or opensrf application, tested by regex and assumes opensrf app name contains a "."
+    method_name     TEXT    NOT NULL,
+    method_params   TEXT,             -- eg, 'eg_auth_token hold' or 'eg_auth_token eg_user_id circ req.json'
+    active          BOOL    NOT NULL DEFAULT TRUE,
+    rate_limit      INT     REFERENCES openapi.rate_limit_definition (id),
+    CONSTRAINT path_and_method_once UNIQUE (path, http_method)
+);
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_param (
+    id              SERIAL  PRIMARY KEY,
+    endpoint        TEXT    NOT NULL REFERENCES openapi.endpoint (operation_id) ON UPDATE CASCADE ON DELETE CASCADE,
+    name            TEXT    NOT NULL CHECK (name ~ '^\w+$'),
+    required        BOOL    NOT NULL DEFAULT FALSE,
+    in_part         TEXT    NOT NULL DEFAULT 'query' CHECK (in_part IN ('path','query','header','cookie')),
+    fm_type         TEXT,
+    schema_type     TEXT    REFERENCES openapi.json_schema_datatype (name),
+    schema_format   TEXT    REFERENCES openapi.json_schema_format (name),
+    array_items     TEXT    REFERENCES openapi.json_schema_datatype (name),
+    default_value   TEXT,
+    CONSTRAINT endpoint_and_name_once UNIQUE (endpoint, name),
+    CONSTRAINT format_requires_type CHECK (schema_format IS NULL OR schema_type IS NOT NULL),
+    CONSTRAINT array_items_requires_array_type CHECK (array_items IS NULL OR schema_type = 'array')
+);
+CREATE TABLE IF NOT EXISTS openapi.endpoint_response (
+    id              SERIAL  PRIMARY KEY,
+    endpoint        TEXT    NOT NULL REFERENCES openapi.endpoint (operation_id) ON UPDATE CASCADE ON DELETE CASCADE,
+    validate        BOOL    NOT NULL DEFAULT TRUE,
+    status          INT     NOT NULL DEFAULT 200,
+    content_type    TEXT    NOT NULL DEFAULT 'application/json',
+    description     TEXT    NOT NULL DEFAULT 'Success',
+    fm_type         TEXT,
+    schema_type     TEXT    REFERENCES openapi.json_schema_datatype (name),
+    schema_format   TEXT    REFERENCES openapi.json_schema_format (name),
+    array_items     TEXT    REFERENCES openapi.json_schema_datatype (name),
+    CONSTRAINT endpoint_status_content_type_once UNIQUE (endpoint, status, content_type)
+);
+
+CREATE TABLE IF NOT EXISTS openapi.perm_set (
+    id              SERIAL  PRIMARY KEY,
+    name            TEXT    NOT NULL
+); -- push sequence value
+SELECT SETVAL('openapi.perm_set_id_seq'::TEXT, 1001);
+INSERT INTO openapi.perm_set (id, name) VALUES
+ (1,'Self - API only'),
+ (2,'Patrons - API only'),
+ (3,'Orgs - API only'),
+ (4,'Bibs - API only'),
+ (5,'Items - API only'),
+ (6,'Holds - API only'),
+ (7,'Collections - API only'),
+ (8,'Courses - API only'),
+
+ (101,'Self - standard permissions'),
+ (102,'Patrons - standard permissions'),
+ (103,'Orgs - standard permissions'),
+ (104,'Bibs - standard permissions'),
+ (105,'Items - standard permissions'),
+ (106,'Holds - standard permissions'),
+ (107,'Collections - standard permissions'),
+ (108,'Courses - standard permissions')
+ON CONFLICT DO NOTHING;
+
+CREATE TABLE IF NOT EXISTS openapi.perm_set_perm_map (
+    id          SERIAL  PRIMARY KEY,
+    perm_set    INT     NOT NULL REFERENCES openapi.perm_set (id) ON UPDATE CASCADE ON DELETE CASCADE,
+    perm        INT     NOT NULL REFERENCES permission.perm_list (id) ON UPDATE CASCADE ON DELETE CASCADE
+);
+INSERT INTO openapi.perm_set_perm_map (perm_set, perm)
+  SELECT 1, id FROM permission.perm_list WHERE code IN ('API_LOGIN','REST.api')
+    UNION
+  SELECT 2, id FROM permission.perm_list WHERE code IN ('API_LOGIN','REST.api','REST.api.patrons')
+    UNION
+  SELECT 3, id FROM permission.perm_list WHERE code IN ('API_LOGIN','REST.api','REST.api.orgs')
+    UNION
+  SELECT 4, id FROM permission.perm_list WHERE code IN ('API_LOGIN','REST.api','REST.api.bibs')
+    UNION
+  SELECT 5, id FROM permission.perm_list WHERE code IN ('API_LOGIN','REST.api','REST.api.items')
+    UNION
+  SELECT 6, id FROM permission.perm_list WHERE code IN ('API_LOGIN','REST.api','REST.api.holds')
+    UNION
+  SELECT 7, id FROM permission.perm_list WHERE code IN ('API_LOGIN','REST.api','REST.api.collections')
+    UNION
+  SELECT 8, id FROM permission.perm_list WHERE code IN ('API_LOGIN','REST.api','REST.api.cources')
+    UNION
+                -- ...
+  SELECT 101, id FROM permission.perm_list WHERE code IN ('OPAC_LOGIN')
+    UNION
+  SELECT 102, id FROM permission.perm_list WHERE code IN ('STAFF_LOGIN','VIEW_USER')
+    UNION
+  SELECT 103, id FROM permission.perm_list WHERE code IN ('OPAC_LOGIN')
+    UNION
+  SELECT 104, id FROM permission.perm_list WHERE code IN ('OPAC_LOGIN')
+    UNION
+  SELECT 105, id FROM permission.perm_list WHERE code IN ('OPAC_LOGIN')
+    UNION
+  SELECT 106, id FROM permission.perm_list WHERE code IN ('STAFF_LOGIN','VIEW_USER')
+    UNION
+  SELECT 107, id FROM permission.perm_list WHERE code IN ('STAFF_LOGIN','VIEW_USER')
+    UNION
+  SELECT 108, id FROM permission.perm_list WHERE code IN ('STAFF_LOGIN')
+
+ON CONFLICT DO NOTHING;
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_perm_set_map (
+    id              SERIAL  PRIMARY KEY,
+    endpoint        TEXT    NOT NULL REFERENCES openapi.endpoint(operation_id) ON UPDATE CASCADE ON DELETE CASCADE,
+    perm_set        INT     NOT NULL REFERENCES openapi.perm_set (id) ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_set (
+    name            TEXT    PRIMARY KEY,
+    description     TEXT    NOT NULL,
+    active          BOOL    NOT NULL DEFAULT TRUE,
+    rate_limit      INT     REFERENCES openapi.rate_limit_definition (id)
+);
+INSERT INTO openapi.endpoint_set (name, description) VALUES
+  ('self', 'Methods for retrieving and manipulating your own user account information'),
+  ('orgs', 'Methods for retrieving and manipulating organizational unit information'),
+  ('patrons', 'Methods for retrieving and manipulating patron information'),
+  ('holds', 'Methods for accessing and manipulating hold data'),
+  ('collections', 'Methods for accessing and manipulating patron debt collections data'),
+  ('bibs', 'Methods for accessing and manipulating bibliographic records and related data'),
+  ('items', 'Methods for accessing and manipulating barcoded item records'),
+  ('courses', 'Methods for accessing and manipulating course reserve data')
+ON CONFLICT DO NOTHING;
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_user_rate_limit_map (
+    id              SERIAL  PRIMARY KEY,
+    accessor        INT     NOT NULL REFERENCES actor.usr (id) ON UPDATE CASCADE ON DELETE CASCADE,
+    endpoint        TEXT    NOT NULL REFERENCES openapi.endpoint (operation_id) ON UPDATE CASCADE ON DELETE CASCADE,
+    rate_limit      INT     NOT NULL REFERENCES openapi.rate_limit_definition (id) ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT endpoint_accessor_once UNIQUE (accessor, endpoint)
+);
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_set_user_rate_limit_map (
+    id              SERIAL  PRIMARY KEY,
+    accessor        INT     NOT NULL REFERENCES actor.usr (id) ON UPDATE CASCADE ON DELETE CASCADE,
+    endpoint_set    TEXT    NOT NULL REFERENCES openapi.endpoint_set (name) ON UPDATE CASCADE ON DELETE CASCADE,
+    rate_limit      INT     NOT NULL REFERENCES openapi.rate_limit_definition (id) ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT endpoint_set_accessor_once UNIQUE (accessor, endpoint_set)
+);
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_ip_rate_limit_map (
+    id              SERIAL  PRIMARY KEY,
+    ip_range        INET    NOT NULL,
+    endpoint        TEXT    NOT NULL REFERENCES openapi.endpoint (operation_id) ON UPDATE CASCADE ON DELETE CASCADE,
+    rate_limit      INT     NOT NULL REFERENCES openapi.rate_limit_definition (id) ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT endpoint_ip_range_once UNIQUE (ip_range, endpoint)
+);
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_set_ip_rate_limit_map (
+    id              SERIAL  PRIMARY KEY,
+    ip_range        INET    NOT NULL,
+    endpoint_set    TEXT    NOT NULL REFERENCES openapi.endpoint_set (name) ON UPDATE CASCADE ON DELETE CASCADE,
+    rate_limit      INT     NOT NULL REFERENCES openapi.rate_limit_definition (id) ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT endpoint_set_ip_range_once UNIQUE (ip_range, endpoint_set)
+);
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_set_endpoint_map (
+    id              SERIAL  PRIMARY KEY,
+    endpoint        TEXT    NOT NULL REFERENCES openapi.endpoint (operation_id) ON UPDATE CASCADE ON DELETE CASCADE,
+    endpoint_set    TEXT    NOT NULL REFERENCES openapi.endpoint_set (name) ON UPDATE CASCADE ON DELETE CASCADE,
+    CONSTRAINT endpoint_set_endpoint_once UNIQUE (endpoint_set, endpoint)
+);
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_perm_map (
+    id              SERIAL  PRIMARY KEY,
+    endpoint        TEXT    NOT NULL REFERENCES openapi.endpoint (operation_id) ON UPDATE CASCADE ON DELETE CASCADE,
+    perm            INT     NOT NULL REFERENCES permission.perm_list (id) ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_set_perm_set_map (
+    id              SERIAL  PRIMARY KEY,
+    endpoint_set    TEXT    NOT NULL REFERENCES openapi.endpoint_set (name) ON UPDATE CASCADE ON DELETE CASCADE,
+    perm_set        INT     NOT NULL REFERENCES openapi.perm_set (id) ON UPDATE CASCADE ON DELETE CASCADE
+);
+INSERT INTO openapi.endpoint_set_perm_set_map (endpoint_set, perm_set) VALUES
+  ('self', 1),        ('self', 101),
+  ('patrons', 2),     ('patrons', 102),
+  ('orgs', 3),        ('orgs', 103),
+  ('bibs', 4),        ('bibs', 104),
+  ('items', 5),       ('items', 105),
+  ('holds', 6),       ('holds', 106),
+  ('collections', 7), ('collections', 107),
+  ('courses', 8),     ('courses', 108)
+ON CONFLICT DO NOTHING;
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_set_perm_map (
+    id              SERIAL  PRIMARY KEY,
+    endpoint_set    TEXT    NOT NULL REFERENCES openapi.endpoint_set (name) ON UPDATE CASCADE ON DELETE CASCADE,
+    perm            INT     NOT NULL REFERENCES permission.perm_list (id) ON UPDATE CASCADE ON DELETE CASCADE
+);
+
+CREATE TABLE IF NOT EXISTS openapi.authen_attempt_log (
+    request_id      TEXT        PRIMARY KEY,
+    attempt_time    TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    ip_addr         INET,
+    cred_user       TEXT,
+    token           TEXT
+);
+CREATE INDEX authen_cred_user_attempt_time_idx ON openapi.authen_attempt_log (attempt_time, cred_user);
+CREATE INDEX authen_ip_addr_attempt_time_idx ON openapi.authen_attempt_log (attempt_time, ip_addr);
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_access_attempt_log (
+    request_id      TEXT        PRIMARY KEY,
+    attempt_time    TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    endpoint        TEXT        NOT NULL REFERENCES openapi.endpoint (operation_id) ON UPDATE CASCADE ON DELETE CASCADE,
+    allowed         BOOL        NOT NULL,
+    ip_addr         INET,
+    accessor        INT         REFERENCES actor.usr (id) ON UPDATE CASCADE ON DELETE CASCADE,
+    token           TEXT
+);
+CREATE INDEX access_accessor_attempt_time_idx ON openapi.endpoint_access_attempt_log (accessor, attempt_time);
+
+CREATE TABLE IF NOT EXISTS openapi.endpoint_dispatch_log (
+    request_id      TEXT        PRIMARY KEY,
+    complete_time   TIMESTAMPTZ NOT NULL DEFAULT NOW(),
+    error           BOOL        NOT NULL
+);
+
+CREATE OR REPLACE FUNCTION actor.verify_passwd(pw_usr integer, pw_type text, test_passwd text) RETURNS boolean AS $f$
+DECLARE
+    pw_salt     TEXT;
+    api_enabled BOOL;
+BEGIN
+    /* Returns TRUE if the password provided matches the in-db password.
+     * If the password type is salted, we compare the output of CRYPT().
+     * NOTE: test_passwd is MD5(salt || MD5(password)) for legacy
+     * 'main' passwords.
+     *
+     * Password type 'api' requires that the user be enabled as an
+     * integrator in the openapi.integrator table.
+     */
+
+    IF pw_type = 'api' THEN
+        SELECT  enabled INTO api_enabled
+          FROM  openapi.integrator
+          WHERE id = pw_usr;
+
+        IF NOT FOUND OR api_enabled IS FALSE THEN
+            -- API integrator account not registered
+            RETURN FALSE;
+        END IF;
+    END IF;
+
+    SELECT INTO pw_salt salt FROM actor.passwd
+        WHERE usr = pw_usr AND passwd_type = pw_type;
+
+    IF NOT FOUND THEN
+        -- no such password
+        RETURN FALSE;
+    END IF;
+
+    IF pw_salt IS NULL THEN
+        -- Password is unsalted, compare the un-CRYPT'ed values.
+        RETURN EXISTS (
+            SELECT TRUE FROM actor.passwd WHERE
+                usr = pw_usr AND
+                passwd_type = pw_type AND
+                passwd = test_passwd
+        );
+    END IF;
+
+    RETURN EXISTS (
+        SELECT TRUE FROM actor.passwd WHERE
+            usr = pw_usr AND
+            passwd_type = pw_type AND
+            passwd = CRYPT(test_passwd, pw_salt)
+    );
+END;
+$f$ STRICT LANGUAGE plpgsql;
+
+CREATE OR REPLACE FUNCTION openapi.find_default_endpoint_rate_limit (target_endpoint TEXT) RETURNS openapi.rate_limit_definition AS $f$
+DECLARE
+    def_rl    openapi.rate_limit_definition%ROWTYPE;
+BEGIN
+    -- Default rate limits can be applied at the endpoint or endpoint_set level;
+    -- endpoint overrides endpoint_set, and we choose the most restrictive from
+    -- the set if we have to look there.
+    SELECT  d.* INTO def_rl
+      FROM  openapi.rate_limit_definition d
+            JOIN openapi.endpoint e ON (e.rate_limit = d.id)
+      WHERE e.operation_id = target_endpoint;
+
+    IF NOT FOUND THEN
+        SELECT  d.* INTO def_rl
+          FROM  openapi.rate_limit_definition d
+                JOIN openapi.endpoint_set es ON (es.rate_limit = d.id)
+                JOIN openapi.endpoint_set_endpoint_map m ON (es.name = m.endpoint_set AND m.endpoint = target_endpoint)
+           -- This ORDER BY calculates the avg time between requests the user would have to wait to perfectly
+           -- avoid rate limiting.  So, a bigger wait means it's more restrictive.  We take the most restrictive
+           -- set-applied one.
+          ORDER BY EXTRACT(EPOCH FROM d.limit_interval) / d.limit_count::NUMERIC DESC
+          LIMIT 1;
+    END IF;
+
+    -- If there's no default for the endpoint or set, we provide 1/sec.
+    IF NOT FOUND THEN
+        def_rl.limit_interval := '1 second'::INTERVAL;
+        def_rl.limit_count := 1;
+    END IF;
+
+    RETURN def_rl;
+END;
+$f$ STABLE LANGUAGE PLPGSQL;
+
+CREATE OR REPLACE FUNCTION openapi.find_user_endpoint_rate_limit (target_endpoint TEXT, accessing_usr INT) RETURNS openapi.rate_limit_definition AS $f$
+DECLARE
+    def_u_rl    openapi.rate_limit_definition%ROWTYPE;
+BEGIN
+    SELECT  d.* INTO def_u_rl
+      FROM  openapi.rate_limit_definition d
+            JOIN openapi.endpoint_user_rate_limit_map e ON (e.rate_limit = d.id)
+      WHERE e.endpoint = target_endpoint
+            AND e.accessor = accessing_usr;
+
+    IF NOT FOUND THEN
+        SELECT  d.* INTO def_u_rl
+          FROM  openapi.rate_limit_definition d
+                JOIN openapi.endpoint_set_user_rate_limit_map e ON (e.rate_limit = d.id AND e.accessor = accessing_usr)
+                JOIN openapi.endpoint_set_endpoint_map m ON (e.endpoint_set = m.endpoint_set AND m.endpoint = target_endpoint)
+          ORDER BY EXTRACT(EPOCH FROM d.limit_interval) / d.limit_count::NUMERIC DESC
+          LIMIT 1;
+    END IF;
+
+    RETURN def_u_rl;
+END;
+$f$ STABLE LANGUAGE PLPGSQL;
+
+CREATE OR REPLACE FUNCTION openapi.find_ip_addr_endpoint_rate_limit (target_endpoint TEXT, from_ip_addr INET) RETURNS openapi.rate_limit_definition AS $f$
+DECLARE
+    def_i_rl    openapi.rate_limit_definition%ROWTYPE;
+BEGIN
+    SELECT  d.* INTO def_i_rl
+      FROM  openapi.rate_limit_definition d
+            JOIN openapi.endpoint_ip_rate_limit_map e ON (e.rate_limit = d.id)
+      WHERE e.endpoint = target_endpoint
+            AND e.ip_range && from_ip_addr
+       -- For IPs, we order first by the size of the ranges that we
+       -- matched (mask length), most specific (smallest block of IPs)
+       -- first, then by the restrictiveness of the limit, more restrictive first.
+      ORDER BY MASKLEN(e.ip_range) DESC, EXTRACT(EPOCH FROM d.limit_interval) / d.limit_count::NUMERIC DESC
+      LIMIT 1;
+
+    IF NOT FOUND THEN
+        SELECT  d.* INTO def_i_rl
+          FROM  openapi.rate_limit_definition d
+                JOIN openapi.endpoint_set_ip_rate_limit_map e ON (e.rate_limit = d.id AND ip_range && from_ip_addr)
+                JOIN openapi.endpoint_set_endpoint_map m ON (e.endpoint_set = m.endpoint_set AND m.endpoint = target_endpoint)
+          ORDER BY MASKLEN(e.ip_range) DESC, EXTRACT(EPOCH FROM d.limit_interval) / d.limit_count::NUMERIC DESC
+          LIMIT 1;
+    END IF;
+
+    RETURN def_i_rl;
+END;
+$f$ STABLE LANGUAGE PLPGSQL;
+
+CREATE OR REPLACE FUNCTION openapi.check_generic_endpoint_rate_limit (target_endpoint TEXT, accessing_usr INT DEFAULT NULL, from_ip_addr INET DEFAULT NULL) RETURNS INT AS $f$
+DECLARE
+    def_rl    openapi.rate_limit_definition%ROWTYPE;
+    def_u_rl  openapi.rate_limit_definition%ROWTYPE;
+    def_i_rl  openapi.rate_limit_definition%ROWTYPE;
+    u_wait    INT;
+    i_wait    INT;
+BEGIN
+    def_rl := openapi.find_default_endpoint_rate_limit(target_endpoint);
+
+    IF accessing_usr IS NOT NULL THEN
+        def_u_rl := openapi.find_user_endpoint_rate_limit(target_endpoint, accessing_usr);
+    END IF;
+
+    IF from_ip_addr IS NOT NULL THEN
+        def_i_rl := openapi.find_ip_addr_endpoint_rate_limit(target_endpoint, from_ip_addr);
+    END IF;
+
+    -- Now we test the user-based and IP-based limits in their focused way...
+    IF def_u_rl.id IS NOT NULL THEN
+        SELECT  CEIL(EXTRACT(EPOCH FROM (x.attempt_time + def_u_rl.limit_interval) - NOW())) INTO u_wait
+          FROM  (SELECT l.attempt_time,
+                        COUNT(*) OVER (PARTITION BY l.accessor ORDER BY l.attempt_time DESC) AS running_count
+                  FROM  openapi.endpoint_access_attempt_log l
+                  WHERE l.endpoint = target_endpoint
+                        AND l.accessor = accessing_usr
+                        AND l.attempt_time > NOW() - def_u_rl.limit_interval
+                ) x
+          WHERE running_count = def_u_rl.limit_count;
+    END IF;
+
+    IF def_i_rl.id IS NOT NULL THEN
+        SELECT  CEIL(EXTRACT(EPOCH FROM (x.attempt_time + def_u_rl.limit_interval) - NOW())) INTO i_wait
+          FROM  (SELECT l.attempt_time,
+                        COUNT(*) OVER (PARTITION BY l.ip_addr ORDER BY l.attempt_time DESC) AS running_count
+                  FROM  openapi.endpoint_access_attempt_log l
+                  WHERE l.endpoint = target_endpoint
+                        AND l.ip_addr = from_ip_addr
+                        AND l.attempt_time > NOW() - def_u_rl.limit_interval
+                ) x
+          WHERE running_count = def_u_rl.limit_count;
+    END IF;
+
+    -- If there are no user-specific or IP-based limit
+    -- overrides; check endpoint-wide limits for user,
+    -- then IP, and if we were passed neither, then limit
+    -- endpoint access for all users.  Better to lock it
+    -- all down than to set the servers on fire.
+    IF COALESCE(u_wait, i_wait) IS NULL AND COALESCE(def_i_rl.id, def_u_rl.id) IS NULL THEN
+        IF accessing_usr IS NOT NULL THEN
+            SELECT  CEIL(EXTRACT(EPOCH FROM (x.attempt_time + def_rl.limit_interval) - NOW())) INTO u_wait
+              FROM  (SELECT l.attempt_time,
+                            COUNT(*) OVER (PARTITION BY l.accessor ORDER BY l.attempt_time DESC) AS running_count
+                      FROM  openapi.endpoint_access_attempt_log l
+                      WHERE l.endpoint = target_endpoint
+                            AND l.accessor = accessing_usr
+                            AND l.attempt_time > NOW() - def_rl.limit_interval
+                    ) x
+              WHERE running_count = def_rl.limit_count;
+        ELSIF from_ip_addr IS NOT NULL THEN
+            SELECT  CEIL(EXTRACT(EPOCH FROM (x.attempt_time + def_rl.limit_interval) - NOW())) INTO i_wait
+              FROM  (SELECT l.attempt_time,
+                            COUNT(*) OVER (PARTITION BY l.ip_addr ORDER BY l.attempt_time DESC) AS running_count
+                      FROM  openapi.endpoint_access_attempt_log l
+                      WHERE l.endpoint = target_endpoint
+                            AND l.ip_addr = from_ip_addr
+                            AND l.attempt_time > NOW() - def_rl.limit_interval
+                    ) x
+              WHERE running_count = def_rl.limit_count;
+        ELSE -- we have no user and no IP, global per-endpoint rate limit?
+            SELECT  CEIL(EXTRACT(EPOCH FROM (x.attempt_time + def_rl.limit_interval) - NOW())) INTO i_wait
+              FROM  (SELECT l.attempt_time,
+                            COUNT(*) OVER (PARTITION BY l.endpoint ORDER BY l.attempt_time DESC) AS running_count
+                      FROM  openapi.endpoint_access_attempt_log l
+                      WHERE l.endpoint = target_endpoint
+                            AND l.attempt_time > NOW() - def_rl.limit_interval
+                    ) x
+              WHERE running_count = def_rl.limit_count;
+        END IF;
+    END IF;
+
+    -- Send back the largest required wait time, or NULL for no restriction
+    u_wait := GREATEST(u_wait,i_wait);
+    IF u_wait > 0 THEN
+        RETURN u_wait;
+    END IF;
+
+    RETURN NULL;
+END;
+$f$ STABLE LANGUAGE PLPGSQL;
+
+CREATE OR REPLACE FUNCTION openapi.check_auth_endpoint_rate_limit (accessing_usr TEXT DEFAULT NULL, from_ip_addr INET DEFAULT NULL) RETURNS INT AS $f$
+DECLARE
+    def_rl    openapi.rate_limit_definition%ROWTYPE;
+    def_u_rl  openapi.rate_limit_definition%ROWTYPE;
+    def_i_rl  openapi.rate_limit_definition%ROWTYPE;
+    u_wait    INT;
+    i_wait    INT;
+BEGIN
+    def_rl := openapi.find_default_endpoint_rate_limit('authenticateUser');
+
+    IF accessing_usr IS NOT NULL THEN
+        SELECT  (openapi.find_user_endpoint_rate_limit('authenticateUser', u.id)).* INTO def_u_rl
+          FROM  actor.usr u
+          WHERE u.usrname = accessing_usr;
+    END IF;
+
+    IF from_ip_addr IS NOT NULL THEN
+        def_i_rl := openapi.find_ip_addr_endpoint_rate_limit('authenticateUser', from_ip_addr);
+    END IF;
+
+    -- Now we test the user-based and IP-based limits in their focused way...
+    IF def_u_rl.id IS NOT NULL THEN
+        SELECT  CEIL(EXTRACT(EPOCH FROM (x.attempt_time + def_u_rl.limit_interval) - NOW())) INTO u_wait
+          FROM  (SELECT l.attempt_time,
+                        COUNT(*) OVER (PARTITION BY l.cred_user ORDER BY l.attempt_time DESC) AS running_count
+                  FROM  openapi.authen_attempt_log l
+                  WHERE l.cred_user = accessing_usr
+                        AND l.attempt_time > NOW() - def_u_rl.limit_interval
+                ) x
+          WHERE running_count = def_u_rl.limit_count;
+    END IF;
+
+    IF def_i_rl.id IS NOT NULL THEN
+        SELECT  CEIL(EXTRACT(EPOCH FROM (x.attempt_time + def_u_rl.limit_interval) - NOW())) INTO i_wait
+          FROM  (SELECT l.attempt_time,
+                        COUNT(*) OVER (PARTITION BY l.ip_addr ORDER BY l.attempt_time DESC) AS running_count
+                  FROM  openapi.authen_attempt_log l
+                  WHERE l.ip_addr = from_ip_addr
+                        AND l.attempt_time > NOW() - def_u_rl.limit_interval
+                ) x
+          WHERE running_count = def_u_rl.limit_count;
+    END IF;
+
+    -- If there are no user-specific or IP-based limit
+    -- overrides; check endpoint-wide limits for user,
+    -- then IP, and if we were passed neither, then limit
+    -- endpoint access for all users.  Better to lock it
+    -- all down than to set the servers on fire.
+    IF COALESCE(u_wait, i_wait) IS NULL AND COALESCE(def_i_rl.id, def_u_rl.id) IS NULL THEN
+        IF accessing_usr IS NOT NULL THEN
+            SELECT  CEIL(EXTRACT(EPOCH FROM (x.attempt_time + def_rl.limit_interval) - NOW())) INTO u_wait
+              FROM  (SELECT l.attempt_time,
+                            COUNT(*) OVER (PARTITION BY l.cred_user ORDER BY l.attempt_time DESC) AS running_count
+                      FROM  openapi.authen_attempt_log l
+                      WHERE l.cred_user = accessing_usr
+                            AND l.attempt_time > NOW() - def_rl.limit_interval
+                    ) x
+              WHERE running_count = def_rl.limit_count;
+        ELSIF from_ip_addr IS NOT NULL THEN
+            SELECT  CEIL(EXTRACT(EPOCH FROM (x.attempt_time + def_rl.limit_interval) - NOW())) INTO i_wait
+              FROM  (SELECT l.attempt_time,
+                            COUNT(*) OVER (PARTITION BY l.ip_addr ORDER BY l.attempt_time DESC) AS running_count
+                      FROM  openapi.authen_attempt_log l
+                      WHERE l.ip_addr = from_ip_addr
+                            AND l.attempt_time > NOW() - def_rl.limit_interval
+                    ) x
+              WHERE running_count = def_rl.limit_count;
+        ELSE -- we have no user and no IP, global auth attempt rate limit?
+            SELECT  CEIL(EXTRACT(EPOCH FROM (l.attempt_time + def_rl.limit_interval) - NOW())) INTO u_wait
+              FROM  openapi.authen_attempt_log l
+              WHERE l.attempt_time > NOW() - def_rl.limit_interval
+              ORDER BY l.attempt_time DESC
+              LIMIT 1 OFFSET def_rl.limit_count;
+        END IF;
+    END IF;
+
+    -- Send back the largest required wait time, or NULL for no restriction
+    u_wait := GREATEST(u_wait,i_wait);
+    IF u_wait > 0 THEN
+        RETURN u_wait;
+    END IF;
+
+    RETURN NULL;
+END;
+$f$ STABLE LANGUAGE PLPGSQL;
+
+--===================================== Seed data ==================================
+
+-- ===== authentication
+INSERT INTO openapi.endpoint (operation_id, path, security, http_method, summary, method_source, method_name, method_params, rate_limit) VALUES
+-- Builtin auth-related methods, give all users and IPs 100/s of each
+  ('authenticateUser', '/self/auth', 'basicAuth', 'get', 'Authenticate API user', 'OpenILS::OpenAPI::Controller', 'authenticateUser', 'param.u param.p param.t', 8),
+  ('logoutUser', '/self/auth', 'bearerAuth', 'delete', 'Logout API user', 'open-ils.auth', 'open-ils.auth.session.delete', 'eg_auth_token', 8)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,default_value) VALUES
+  ('authenticateUser','u','query','string',NULL,NULL),
+  ('authenticateUser','p','query','string','password',NULL),
+  ('authenticateUser','t','query','string',NULL,'api')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type) VALUES ('authenticateUser','object') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,content_type) VALUES ('authenticateUser','text/plain') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type) VALUES ('logoutUser','object') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,content_type) VALUES ('logoutUser','text/plain') ON CONFLICT DO NOTHING;
+
+-- ===== self-service
+-- get/update me
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrieveSelfProfile', '/self/me', 'get', 'Return patron/user record for logged in user', 'OpenILS::OpenAPI::Controller::patron', 'deliver_user', 'eg_auth_token eg_user_id'),
+  ('selfUpdateParts', '/self/me', 'patch', 'Update portions of the logged in user''s record', 'OpenILS::OpenAPI::Controller::patron', 'update_user_parts', 'eg_auth_token req.json')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('retrieveSelfProfile','au') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type) VALUES ('selfUpdateParts','object') ON CONFLICT DO NOTHING;
+
+-- get my standing penalties
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'selfActivePenalties',
+    '/self/standing_penalties',
+    'get',
+    'Produces patron-visible penalty details for the authorized account',
+    'OpenILS::OpenAPI::Controller::patron',
+    'standing_penalties',
+    'eg_auth_token eg_user_id "1"'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('selfActivePenalties','array','object') ON CONFLICT DO NOTHING; -- array of fleshed ausp
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'selfPenalty',
+    '/self/standing_penalty/:penaltyid',
+    'get',
+    'Retrieve one penalty for a patron',
+    'OpenILS::OpenAPI::Controller::patron',
+    'standing_penalties',
+    'eg_auth_token eg_user_id "1" param.penaltyid'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('selfPenalty','penaltyid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+
+
+
+-- manage my holds
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrieveSelfHolds', '/self/holds', 'get', 'Return unfilled holds for the authorized account', 'OpenILS::OpenAPI::Controller::hold', 'open_holds', 'eg_auth_token eg_user_id'),
+  ('requestSelfHold', '/self/holds', 'post', 'Request a hold for the authorized account', 'OpenILS::OpenAPI::Controller::hold', 'request_hold', 'eg_auth_token eg_user_id req.json'),
+  ('retrieveSelfHold', '/self/hold/:hold', 'get', 'Retrieve one hold for the logged in user', 'OpenILS::OpenAPI::Controller::hold', 'fetch_user_hold', 'eg_auth_token eg_user_id param.hold'),
+  ('updateSelfHold', '/self/hold/:hold', 'patch', 'Update one hold for the logged in user', 'OpenILS::OpenAPI::Controller::hold', 'update_user_hold', 'eg_auth_token eg_user_id param.hold req.json'),
+  ('cancelSelfHold', '/self/hold/:hold', 'delete', 'Cancel one hold for the logged in user', 'OpenILS::OpenAPI::Controller::hold', 'cancel_user_hold', 'eg_auth_token eg_user_id param.hold "6"')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES
+  ('retrieveSelfHold','hold','path','integer',TRUE),
+  ('updateSelfHold','hold','path','integer',TRUE),
+  ('cancelSelfHold','hold','path','integer',TRUE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrieveSelfHolds','array','object') ON CONFLICT DO NOTHING;
+
+
+-- general xact list
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrieveSelfXacts',
+    '/self/transactions/:state',
+    'get',
+    'Produces a list of transactions of the logged in user',
+    'OpenILS::OpenAPI::Controller::patron',
+    'transactions_by_state',
+    'eg_auth_token eg_user_id state param.limit param.offset param.sort param.before param.after'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,default_value,required) VALUES
+  ('retrieveSelfXacts','state','path','string',NULL,NULL,TRUE),
+  ('retrieveSelfXacts','limit','query','integer',NULL,NULL,FALSE),
+  ('retrieveSelfXacts','offset','query','integer',NULL,'0',FALSE),
+  ('retrieveSelfXacts','sort','query','string',NULL,'desc',FALSE),
+  ('retrieveSelfXacts','before','query','string','date-time',NULL,FALSE),
+  ('retrieveSelfXacts','after','query','string','date-time',NULL,FALSE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrieveSelfXacts','array','object') ON CONFLICT DO NOTHING;
+
+-- general xact detail
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrieveSelfXact',
+    '/self/transaction/:id',
+    'get',
+    'Details of one transaction for the logged in user',
+    'open-ils.actor',
+    'open-ils.actor.user.transaction.fleshed.retrieve',
+    'eg_auth_token param.id'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrieveSelfXact','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrieveSelfCircs', '/self/checkouts', 'get', 'Open Circs for the logged in user', 'open-ils.circ', 'open-ils.circ.actor.user.checked_out.atomic', 'eg_auth_token eg_user_id'),
+  ('requestSelfCirc', '/self/checkouts', 'post', 'Attempt a circulation for the logged in user', 'OpenILS::OpenAPI::Controller::patron', 'checkout_item', 'eg_auth_token eg_user_id req.json')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrieveSelfCircs','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrieveSelfCircHistory',
+    '/self/checkouts/history',
+    'get',
+    'Historical Circs for logged in user',
+    'OpenILS::OpenAPI::Controller::patron',
+    'circulation_history',
+    'eg_auth_token eg_user_id param.limit param.offset param.sort param.before param.after'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,default_value) VALUES
+  ('retrieveSelfCircHistory','limit','query','integer',NULL,NULL),
+  ('retrieveSelfCircHistory','offset','query','integer',NULL,'0'),
+  ('retrieveSelfCircHistory','sort','query','string',NULL,'desc'),
+  ('retrieveSelfCircHistory','before','query','string','date-time',NULL),
+  ('retrieveSelfCircHistory','after','query','string','date-time',NULL)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrieveSelfCircHistory','array','object') ON CONFLICT DO NOTHING;
+
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrieveSelfCirc', '/self/checkout/:id', 'get', 'Retrieve one circulation for the logged in user', 'open-ils.actor', 'open-ils.actor.user.transaction.fleshed.retrieve', 'eg_auth_token param.id'),
+  ('renewSelfCirc', '/self/checkout/:id', 'put', 'Renew one circulation for the logged in user', 'OpenILS::OpenAPI::Controller::patron', 'renew_circ', 'eg_auth_token param.id eg_user_id'),
+  ('checkinSelfCirc', '/self/checkout/:id', 'delete', 'Check in one circulation for the logged in user', 'OpenILS::OpenAPI::Controller::patron', 'checkin_circ', 'eg_auth_token param.id eg_user_id')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES
+  ('retrieveSelfCirc','id','path','integer',TRUE),
+  ('renewSelfCirc','id','path','integer',TRUE),
+  ('checkinSelfCirc','id','path','integer',TRUE)
+ON CONFLICT DO NOTHING;
+
+-- bib, item, and org methods
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrieveOrgList',
+    '/org_units',
+    'get',
+    'List of org units',
+    'OpenILS::OpenAPI::Controller::org',
+    'flat_org_list',
+    'every_param.field every_param.comparison every_param.value'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type) VALUES
+  ('retrieveOrgList','field','query','string'),
+  ('retrieveOrgList','comparison','query','string'),
+  ('retrieveOrgList','value','query','string')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrieveOrgList','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrieveOneOrg',
+    '/org_unit/:id',
+    'get',
+    'One org unit',
+    'OpenILS::OpenAPI::Controller::org',
+    'one_org',
+    'param.id'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrieveOneOrg','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('retrieveOneOrg','aou') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name) VALUES (
+    'retrieveFullOrgTree',
+    '/org_tree',
+    'get',
+    'Full hierarchical tree of org units',
+    'OpenILS::OpenAPI::Controller::org',
+    'full_tree'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('retrieveFullOrgTree','aou') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrievePartialOrgTree',
+    '/org_tree/:id',
+    'get',
+    'Partial hierarchical tree of org units starting from a specific org unit',
+    'OpenILS::OpenAPI::Controller::org',
+    'one_tree',
+    'param.id'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrievePartialOrgTree','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('retrievePartialOrgTree','aou') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'createOneBib',
+    '/bibs',
+    'post',
+    'Attempts to create a bibliographic record using MARCXML passed as the request content',
+    'open-ils.cat',
+    'open-ils.cat.biblio.record.xml.create',
+    'eg_auth_token req.text param.sourcename'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type) VALUES ('createOneBib','sourcename','query','string') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type) VALUES ('createOneBib','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'updateOneBib',
+    '/bib/:id',
+    'put',
+    'Attempts to update a bibliographic record using MARCXML passed as the request content',
+    'open-ils.cat',
+    'open-ils.cat.biblio.record.marc.replace',
+    'eg_auth_token param.id req.text param.sourcename'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('updateOneBib','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type) VALUES ('updateOneBib','sourcename','query','string') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type) VALUES ('updateOneBib','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'deleteOneBib',
+    '/bib/:id',
+    'delete',
+    'Attempts to delete a bibliographic record',
+    'open-ils.cat',
+    'open-ils.cat.biblio.record_entry.delete',
+    'eg_auth_token param.id'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('deleteOneBib','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,validate) VALUES ('deleteOneBib','integer',FALSE) ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'updateBREParts',
+    '/bib/:id',
+    'patch',
+    'Attempts to update the biblio.record_entry metadata surrounding a bib record',
+    'OpenILS::OpenAPI::Controller::bib',
+    'update_bre_parts',
+    'eg_auth_token param.id req.json'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('updateBREParts','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('updateBREParts','bre') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrieveOneBib',
+    '/bib/:id',
+    'get',
+    'Retrieve a bibliographic record, either full biblio::record_entry object, or just the MARCXML',
+    'OpenILS::OpenAPI::Controller::bib',
+    'fetch_one_bib',
+    'param.id'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrieveOneBib','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('retrieveOneBib','bre') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,content_type) VALUES ('retrieveOneBib','application/xml') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,content_type) VALUES ('retrieveOneBib','application/octet-stream') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrieveOneBibHoldings',
+    '/bib/:id/holdings',
+    'get',
+    'Retrieve the holdings data for a bibliographic record',
+    'OpenILS::OpenAPI::Controller::bib',
+    'fetch_one_bib_holdings',
+    'param.id'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,default_value,required) VALUES
+  ('retrieveOneBibHoldings','id','path','integer',NULL,TRUE),
+  ('retrieveOneBibHoldings','limit','query','integer',NULL,FALSE),
+  ('retrieveOneBibHoldings','offset','query','integer','0',FALSE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrieveOneBibHoldings','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'bibDisplayFields',
+    '/bib/:id/display_fields',
+    'get',
+    'Retrieve display-related data for a bibliographic record',
+    'OpenILS::OpenAPI::Controller::bib',
+    'fetch_one_bib_display_fields',
+    'param.id req.text'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('bibDisplayFields','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('bibDisplayFields','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'newItems',
+    '/items/fresh',
+    'get',
+    'Retrieve a list of newly added items',
+    'OpenILS::OpenAPI::Controller::bib',
+    'fetch_new_items',
+    'param.limit param.offset param.maxage'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,default_value) VALUES ('newItems','limit','query','integer','0') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,default_value) VALUES ('newItems','offset','query','integer','100') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format) VALUES ('newItems','maxage','query','string','interval') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('newItems','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrieveItem',
+    '/item/:barcode',
+    'get',
+    'Retrieve one item by its barcode',
+    'OpenILS::OpenAPI::Controller::bib',
+    'item_by_barcode',
+    'param.barcode'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrieveItem','barcode','path','string',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,description,status,schema_type) VALUES ('retrieveItem','Item Lookup Failed','404','object') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('retrieveItem','acp') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'createItem',
+    '/items',
+    'post',
+    'Create an item record',
+    'OpenILS::OpenAPI::Controller::bib',
+    'create_or_update_one_item',
+    'eg_auth_token req.json'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,description,status) VALUES ('createItem','Item Creation Failed','400') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('createItem','acp') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'updateItem',
+    '/item/:barcode',
+    'patch',
+    'Update a restricted set of item record fields',
+    'OpenILS::OpenAPI::Controller::bib',
+    'create_or_update_one_item',
+    'eg_auth_token req.json param.barcode'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('updateItem','barcode','path','string',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,description,status) VALUES ('updateItem','Item Update Failed','400') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('updateItem','acp') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'deleteItem',
+    '/item/:barcode',
+    'delete',
+    'Delete one item record',
+    'OpenILS::OpenAPI::Controller::bib',
+    'delete_one_item',
+    'eg_auth_token param.barcode'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('deleteItem','barcode','path','string',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,description,status,schema_type) VALUES ('deleteItem','Item Deletion Failed','404','object') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type) VALUES ('deleteItem','boolean') ON CONFLICT DO NOTHING;
+
+
+-- === patron (non-self) methods
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'searchPatrons',
+    '/patrons',
+    'get',
+    'List of patrons matching requested conditions',
+    'OpenILS::OpenAPI::Controller::patron',
+    'find_users',
+    'eg_auth_token every_param.field every_param.comparison every_param.value param.limit param.offset'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type) VALUES
+  ('searchPatrons','field','query','string'),
+  ('searchPatrons','comparison','query','string'),
+  ('searchPatrons','value','query','string')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,default_value) VALUES
+  ('searchPatrons','offset','query','integer',NULL,'0'),
+  ('searchPatrons','limit','query','integer',NULL,'100')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('searchPatrons','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'verifyUserCredentials',
+    '/patrons/verify',
+    'get',
+    'Verify the credentials for a user account',
+    'open-ils.actor',
+    'open-ils.actor.verify_user_password',
+    'eg_auth_token param.barcode param.usrname "" param.password'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,required) VALUES
+  ('verifyUserCredentials','barcode','query','string',NULL,FALSE),
+  ('verifyUserCredentials','usrname','query','string',NULL,FALSE),
+  ('verifyUserCredentials','password','query','string','password',TRUE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type) VALUES ('verifyUserCredentials','boolean') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrievePatronProfile', '/patron/:userid', 'get', 'Return patron/user record for the requested user', 'OpenILS::OpenAPI::Controller::patron', 'deliver_user', 'eg_auth_token param.userid')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrievePatronProfile','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('retrievePatronProfile','au') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+  'patronIdByCardBarcode',
+  '/patrons/by_barcode/:barcode/id',
+  'get',
+  'Retrieve patron id by barcode',
+  'open-ils.actor',
+  'open-ils.actor.user.retrieve_id_by_barcode_or_username',
+  'eg_auth_token param.barcode'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronIdByCardBarcode','barcode','path','string',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type) VALUES ('patronIdByCardBarcode','integer') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+  'patronIdByUsername',
+  '/patrons/by_username/:username/id',
+  'get',
+  'Retrieve patron id by username',
+  'open-ils.actor',
+  'open-ils.actor.user.retrieve_id_by_barcode_or_username',
+  'eg_auth_token "" param.username'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronIdByUsername','username','path','string',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type) VALUES ('patronIdByUsername','integer') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+  'patronByCardBarcode',
+  '/patrons/by_barcode/:barcode',
+  'get',
+  'Retrieve patron by barcode',
+  'OpenILS::OpenAPI::Controller::patron',
+  'user_by_identifier_string',
+  'eg_auth_token param.barcode'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronByCardBarcode','barcode','path','string',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('patronByCardBarcode','au') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+  'patronByUsername',
+  '/patrons/by_username/:username',
+  'get',
+  'Retrieve patron by username',
+  'OpenILS::OpenAPI::Controller::patron',
+  'user_by_identifier_string',
+  'eg_auth_token "" param.username'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronByUsername','username','path','string',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('patronByUsername','au') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrievePatronCircHistory',
+    '/patron/:userid/checkouts/history',
+    'get',
+    'Historical Circs for a patron',
+    'OpenILS::OpenAPI::Controller::patron',
+    'circulation_history',
+    'eg_auth_token param.userid param.limit param.offset param.sort param.before param.after'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,default_value,required) VALUES
+  ('retrievePatronCircHistory','userid','path','integer',NULL,NULL,TRUE),
+  ('retrievePatronCircHistory','limit','query','integer',NULL,NULL,FALSE),
+  ('retrievePatronCircHistory','offset','query','integer',NULL,'0',FALSE),
+  ('retrievePatronCircHistory','sort','query','string',NULL,'desc',FALSE),
+  ('retrievePatronCircHistory','before','query','string','date-time',NULL,FALSE),
+  ('retrievePatronCircHistory','after','query','string','date-time',NULL,FALSE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrievePatronCircHistory','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrievePatronHolds', '/patron/:userid/holds', 'get', 'Retrieve unfilled holds for a patron', 'OpenILS::OpenAPI::Controller::hold', 'open_holds', 'eg_auth_token param.userid'),
+  ('requestPatronHold', '/patron/:userid/holds', 'post', 'Request a hold for a patron', 'OpenILS::OpenAPI::Controller::hold', 'request_hold', 'eg_auth_token param.userid req.json'),
+  ('retrievePatronHold','/patron/:userid/hold/:hold', 'get', 'Retrieve one hold for a patron', 'OpenILS::OpenAPI::Controller::hold', 'fetch_user_hold', 'eg_auth_token param.userid param.hold'),
+  ('updatePatronHold', '/patron/:userid/hold/:hold', 'patch', 'Update one hold for a patron', 'OpenILS::OpenAPI::Controller::hold', 'update_user_hold', 'eg_auth_token param.userid param.hold req.json'),
+  ('cancelPatronHold', '/patron/:userid/hold/:hold', 'delete', 'Cancel one hold for a patron', 'OpenILS::OpenAPI::Controller::hold', 'cancel_user_hold', 'eg_auth_token param.userid param.hold "6"')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES
+  ('retrievePatronHolds','userid','path','integer',TRUE),
+  ('retrievePatronHold','userid','path','integer',TRUE),
+  ('retrievePatronHold','hold','path','integer',TRUE),
+  ('requestPatronHold','userid','path','integer',TRUE),
+  ('updatePatronHold','userid','path','integer',TRUE),
+  ('updatePatronHold','hold','path','integer',TRUE),
+  ('cancelPatronHold','userid','path','integer',TRUE),
+  ('cancelPatronHold','hold','path','integer',TRUE)
+ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrieveHoldPickupLocations', '/holds/pickup_locations', 'get', 'Retrieve all valid hold/reserve pickup locations', 'OpenILS::OpenAPI::Controller::hold', 'valid_hold_pickup_locations', '')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrieveHoldPickupLocations','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrieveHold', '/hold/:hold', 'get', 'Retrieve one hold object', 'open-ils.circ', 'open-ils.circ.hold.details.retrieve', 'eg_auth_token param.hold')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrieveHold','hold','path','integer',TRUE) ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrievePatronXacts',
+    '/patron/:userid/transactions/:state',
+    'get',
+    'Produces a list of transactions of the specified user',
+    'OpenILS::OpenAPI::Controller::patron',
+    'transactions_by_state',
+    'eg_auth_token param.userid state param.limit param.offset param.sort param.before param.after'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,default_value,required) VALUES
+  ('retrievePatronXacts','userid','path','integer',NULL,NULL,TRUE),
+  ('retrievePatronXacts','state','path','string',NULL,NULL,TRUE),
+  ('retrievePatronXacts','limit','query','integer',NULL,NULL,FALSE),
+  ('retrievePatronXacts','offset','query','integer',NULL,'0',FALSE),
+  ('retrievePatronXacts','sort','query','string',NULL,'desc',FALSE),
+  ('retrievePatronXacts','before','query','string','date-time',NULL,FALSE),
+  ('retrievePatronXacts','after','query','string','date-time',NULL,FALSE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrievePatronXacts','array','object') ON CONFLICT DO NOTHING;
+
+-- general xact detail
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'retrievePatronXact',
+    '/patron/:userid/transaction/:id',
+    'get',
+    'Details of one transaction for the specified user',
+    'open-ils.actor',
+    'open-ils.actor.user.transaction.fleshed.retrieve',
+    'eg_auth_token param.id'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrievePatronXact','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrievePatronXact','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrievePatronCircs', '/patron/:userid/checkouts', 'get', 'Open Circs for a patron', 'open-ils.circ', 'open-ils.circ.actor.user.checked_out.atomic', 'eg_auth_token param.userid'),
+  ('requestPatronCirc', '/patron/:userid/checkouts', 'post', 'Attempt a circulation for a patron', 'OpenILS::OpenAPI::Controller::patron', 'checkout_item', 'eg_auth_token param.userid req.json')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrievePatronCircs','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('requestPatronCirc','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrievePatronCircs','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrievePatronCirc', '/patron/:userid/checkout/:id', 'get', 'Retrieve one circulation for the specified user', 'open-ils.actor', 'open-ils.actor.user.transaction.fleshed.retrieve', 'eg_auth_token param.id'),
+  ('renewPatronCirc', '/patron/:userid/checkout/:id', 'put', 'Renew one circulation for the specified user', 'OpenILS::OpenAPI::Controller::patron', 'renew_circ', 'eg_auth_token param.id param.userid'),
+  ('checkinPatronCirc', '/patron/:userid/checkout/:id', 'delete', 'Check in one circulation for the specified user', 'OpenILS::OpenAPI::Controller::patron', 'checkin_circ', 'eg_auth_token param.id param.userid')
+ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES
+  ('retrievePatronCirc','userid','path','integer',TRUE),
+  ('retrievePatronCirc','id','path','integer',TRUE),
+  ('renewPatronCirc','userid','path','integer',TRUE),
+  ('renewPatronCirc','id','path','integer',TRUE),
+  ('checkinPatronCirc','userid','path','integer',TRUE),
+  ('checkinPatronCirc','id','path','integer',TRUE)
+ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'patronATEvents',
+    '/patron/:userid/triggered_events',
+    'get',
+    'Retrieve a list of A/T events for a patron',
+    'OpenILS::OpenAPI::Controller::patron',
+    'usr_at_events',
+    'eg_auth_token param.userid param.limit param.offset param.before param.after every_param.hook'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,default_value,required) VALUES
+  ('patronATEvents','userid','path','integer',NULL,NULL,TRUE),
+  ('patronATEvents','limit','query','integer',NULL,'100',FALSE),
+  ('patronATEvents','offset','query','integer',NULL,'0',FALSE),
+  ('patronATEvents','before','query','string','date-time',NULL,FALSE),
+  ('patronATEvents','after','query','string','date-time',NULL,FALSE),
+  ('patronATEvents','hook','query','string',NULL,NULL,FALSE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('patronATEvents','array','integer') ON CONFLICT DO NOTHING; -- array of ausp ids
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'patronATEvent',
+    '/patron/:userid/triggered_event/:eventid',
+    'get',
+    'Retrieve one penalty for a patron',
+    'OpenILS::OpenAPI::Controller::patron',
+    'usr_at_events',
+    'eg_auth_token param.userid "1" "0" "" "" "" param.eventid'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronATEvent','eventid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronATEvent','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'patronActivePenalties',
+    '/patron/:userid/standing_penalties',
+    'get',
+    'Retrieve all penalty details for a patron',
+    'OpenILS::OpenAPI::Controller::patron',
+    'standing_penalties',
+    'eg_auth_token param.userid'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronActivePenalties','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('patronActivePenalties','array','integer') ON CONFLICT DO NOTHING; -- array of ausp ids
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'patronPenalty',
+    '/patron/:userid/standing_penalty/:penaltyid',
+    'get',
+    'Retrieve one penalty for a patron',
+    'OpenILS::OpenAPI::Controller::patron',
+    'standing_penalties',
+    'eg_auth_token param.userid "0" param.penaltyid'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronPenalty','penaltyid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronPenalty','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'patronActiveMessages',
+    '/patron/:userid/messages',
+    'get',
+    'Retrieve all active message ids for a patron',
+    'OpenILS::OpenAPI::Controller::patron',
+    'usr_messages',
+    'eg_auth_token param.userid "0"'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronActiveMessages','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('patronActiveMessages','array','integer') ON CONFLICT DO NOTHING; -- array of aum ids
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'patronMessage',
+    '/patron/:userid/message/:msgid',
+    'get',
+    'Retrieve one message for a patron',
+    'OpenILS::OpenAPI::Controller::patron',
+    'usr_messages',
+    'eg_auth_token param.userid "0" param.msgid'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronMessage','msgid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronMessage','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('patronMessage','aum') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'patronMessageUpdate',
+    '/patron/:userid/message/:msgid',
+    'patch',
+    'Update one message for a patron',
+    'OpenILS::OpenAPI::Controller::patron',
+    'update_usr_message',
+    'eg_auth_token eg_user_id param.userid param.msgid req.json'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronMessageUpdate','msgid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronMessageUpdate','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('patronMessageUpdate','aum') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'patronMessageArchive',
+    '/patron/:userid/message/:msgid',
+    'delete',
+    'Archive one message for a patron',
+    'OpenILS::OpenAPI::Controller::patron',
+    'archive_usr_message',
+    'eg_auth_token eg_user_id param.userid param.msgid'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronMessageArchive','msgid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('patronMessageArchive','userid','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type) VALUES ('patronMessageArchive','boolean') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'patronActivityLog',
+    '/patron/:userid/activity',
+    'get',
+    'Retrieve patron activity (authen, authz, etc)',
+    'OpenILS::OpenAPI::Controller::patron',
+    'usr_activity',
+    'eg_auth_token param.userid param.maxage param.limit param.offset param.sort'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,default_value,required) VALUES
+  ('patronActivityLog','userid','path','integer',NULL,NULL,TRUE),
+  ('patronActivityLog','limit','query','integer',NULL,'100',FALSE),
+  ('patronActivityLog','offset','query','integer',NULL,'0',FALSE),
+  ('patronActivityLog','sort','query','string',NULL,'desc',FALSE),
+  ('patronActivityLog','maxage','query','string','date-time',NULL,FALSE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('patronActivityLog','array','object') ON CONFLICT DO NOTHING;
+
+------- collections
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'collectionsPatronsOfInterest',
+    '/collections/:shortname/users_of_interest',
+    'get',
+    'List of patrons to consider for collections based on the search criteria provided.',
+    'open-ils.collections',
+    'open-ils.collections.users_of_interest.retrieve',
+    'eg_auth_token param.fine_age param.fine_amount param.shortname'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,required) VALUES
+  ('collectionsPatronsOfInterest','shortname','path','string',NULL,TRUE),
+  ('collectionsPatronsOfInterest','fine_age','query','integer',NULL,TRUE),
+  ('collectionsPatronsOfInterest','fine_amount','query','string','money',TRUE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items,validate) VALUES ('collectionsPatronsOfInterest','array','object',FALSE) ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'collectionsPatronsOfInterestWarning',
+    '/collections/:shortname/users_of_interest/warning',
+    'get',
+    'List of patrons with the PATRON_EXCEEDS_COLLECTIONS_WARNING penalty to consider for collections based on the search criteria provided.',
+    'open-ils.collections',
+    'open-ils.collections.users_of_interest.warning_penalty.retrieve',
+    'eg_auth_token param.shortname param.min_age param.max_age'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,required) VALUES
+  ('collectionsPatronsOfInterestWarning','shortname','path','string',NULL,TRUE),
+  ('collectionsPatronsOfInterestWarning','min_age','query','string','date-time',FALSE),
+  ('collectionsPatronsOfInterestWarning','max_age','query','string','date-time',FALSE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items,validate) VALUES ('collectionsPatronsOfInterestWarning','array','object',FALSE) ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'collectionsGetPatronDetail',
+    '/patron/:usrid/collections/:shortname',
+    'get',
+    'Get collections-related transaction details for a patron.',
+    'open-ils.collections',
+    'open-ils.collections.user_transaction_details.retrieve',
+    'eg_auth_token param.start param.end param.shortname every_param.usrid'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,required) VALUES
+  ('collectionsGetPatronDetail','usrid','path','integer',NULL,TRUE),
+  ('collectionsGetPatronDetail','shortname','path','string',NULL,TRUE),
+  ('collectionsGetPatronDetail','start','query','string','date-time',TRUE),
+  ('collectionsGetPatronDetail','end','query','string','date-time',TRUE)
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items,validate) VALUES ('collectionsGetPatronDetail','array','object',FALSE) ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'collectionsPutPatronInCollections',
+    '/patron/:usrid/collections/:shortname',
+    'post',
+    'Put patron into collections.',
+    'open-ils.collections',
+    'open-ils.collections.put_into_collections',
+    'eg_auth_token param.usrid param.shortname param.fee param.note'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,schema_format,required) VALUES
+  ('collectionsPutPatronInCollections','usrid','path','integer',NULL,TRUE),
+  ('collectionsPutPatronInCollections','shortname','path','string',NULL,TRUE),
+  ('collectionsPutPatronInCollections','fee','query','string','money',FALSE),
+  ('collectionsPutPatronInCollections','note','query','string',NULL,FALSE)
+ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES (
+    'collectionsRemovePatronFromCollections',
+    '/patron/:usrid/collections/:shortname',
+    'delete',
+    'Remove patron from collections.',
+    'open-ils.collections',
+    'open-ils.collections.remove_from_collections',
+    'eg_auth_token param.usrid param.shortname'
+) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES
+  ('collectionsRemovePatronFromCollections','usrid','path','integer',TRUE),
+  ('collectionsRemovePatronFromCollections','shortname','path','string',TRUE)
+ON CONFLICT DO NOTHING;
+
+
+------- courses
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('activeCourses', '/courses', 'get', 'Retrieve all courses used for course material reservation', 'OpenILS::OpenAPI::Controller::course', 'get_active_courses', 'eg_auth_token every_param.org')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type) VALUES ('activeCourses','org','query','integer') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('activeCourses','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('activeRoles', '/courses/public_role_users', 'get', 'Retrieve all public roles used for courses', 'OpenILS::OpenAPI::Controller::course', 'get_all_course_public_roles', 'eg_auth_token every_param.org')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type) VALUES ('activeRoles','org','query','integer') ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('activeRoles','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrieveCourse', '/course/:id', 'get', 'Retrieve one detailed course', 'OpenILS::OpenAPI::Controller::course', 'get_course_detail', 'eg_auth_token param.id')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrieveCourse','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,fm_type) VALUES ('retrieveCourse','acmc') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrieveCourseMaterials', '/course/:id/materials', 'get', 'Retrieve detailed materials for one course', 'OpenILS::OpenAPI::Controller::course', 'get_course_materials', 'param.id')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrieveCourseMaterials','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrieveCourseMaterials','array','object') ON CONFLICT DO NOTHING;
+
+INSERT INTO openapi.endpoint (operation_id, path, http_method, summary, method_source, method_name, method_params) VALUES
+  ('retrieveCourseUsers', '/course/:id/public_role_users', 'get', 'Retrieve detailed user list for one course', 'open-ils.courses', 'open-ils.courses.course_users.retrieve', 'param.id')
+ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_param (endpoint,name,in_part,schema_type,required) VALUES ('retrieveCourseUsers','id','path','integer',TRUE) ON CONFLICT DO NOTHING;
+INSERT INTO openapi.endpoint_response (endpoint,schema_type,array_items) VALUES ('retrieveCourseUsers','array','object') ON CONFLICT DO NOTHING;
+
+--------- put likely stock endpoints into sets --------
+
+INSERT INTO openapi.endpoint_set_endpoint_map (endpoint, endpoint_set)
+  SELECT e.operation_id, s.name FROM openapi.endpoint e JOIN openapi.endpoint_set s ON (e.path LIKE '/'||RTRIM(s.name,'s')||'%')
+ON CONFLICT DO NOTHING;
+
+-- Check that all endpoints are in sets -- should return 0 rows
+SELECT * FROM openapi.endpoint e WHERE NOT EXISTS (SELECT 1 FROM openapi.endpoint_set_endpoint_map WHERE endpoint = e.operation_id);
+
+-- Global Fieldmapper property-filtering org and user settings
+INSERT INTO config.settings_group (name,label) VALUES ('openapi','OpenAPI data access control');
+
+INSERT INTO config.org_unit_setting_type (name,label,grp) VALUES ('REST.api.blacklist_properties','Globally filtered Fieldmapper properties','openapi');
+INSERT INTO config.org_unit_setting_type (name,label,grp) VALUES ('REST.api.whitelist_properties','Globally whitelisted Fieldmapper properties','openapi');
+
+UPDATE config.org_unit_setting_type
+    SET update_perm = (SELECT id FROM permission.perm_list WHERE code = 'ADMIN_OPENAPI' LIMIT 1)
+    WHERE name IN ('REST.api.blacklist_properties','REST.api.whitelist_properties');
+
+INSERT INTO config.usr_setting_type (name,label,grp) VALUES ('REST.api.whitelist_properties','Globally whitelisted Fieldmapper properties','openapi');
+INSERT INTO config.usr_setting_type (name,label,grp) VALUES ('REST.api.blacklist_properties','Globally filtered Fieldmapper properties','openapi');
+
+
+/* -- Some extra example permission setup, to allow (basically) readonly patron retrieve
+
+INSERT INTO permission.perm_list (code,description) VALUES ('REST.api.patrons.detail.read','Permission meant to facilitate read-only patron-related API access');
+INSERT INTO openapi.perm_set (name) values ('Patron Detail, Readonly');
+INSERT INTO openapi.perm_set_perm_map (perm_set,perm) SELECT s.id, p.id FROM openapi.perm_set s, permission.perm_list p WHERE p.code IN ('REST.api', 'REST.api.patrons.detail.read') AND s.name='Patron RO';
+INSERT INTO openapi.endpoint_perm_set_map (endpoint,perm_set) SELECT 'retrievePatronProfile', s.id FROM openapi.perm_set s WHERE s.name='Patron RO';
+
+*/
+COMMIT;
+
+-- Update auditor tables to catch changes to source tables.
+--   Can be removed/skipped if there were no schema changes.
+SELECT auditor.update_auditors();
diff --git a/README b/README
deleted file mode 120000
index 1486a8d676..0000000000
--- a/README
+++ /dev/null
@@ -1 +0,0 @@
-docs/modules/installation/pages/server_installation.adoc
\ No newline at end of file
diff --git a/README b/README
new file mode 100644
index 0000000000..073d193c82
--- /dev/null
+++ b/README
@@ -0,0 +1,825 @@
+= Installing the Evergreen server =
+:toc:
+
+== Preamble: referenced user accounts ==
+
+In subsequent sections, we will refer to a number of different accounts, as
+follows:
+
+  * Linux user accounts:
+    ** The *user* Linux account is the account that you use to log onto the
+       Linux system as a regular user.
+    ** The *root* Linux account is an account that has system administrator
+       privileges. On Debian you can switch to this account from
+       your *user* account by issuing the `su -` command and entering the
+       password for the *root* account when prompted. On Ubuntu you can switch
+       to this account from your *user* account using the `sudo su -` command
+       and entering the password for your *user* account when prompted.
+    ** The *opensrf* Linux account is an account that you create when installing
+       OpenSRF. You can switch to this account from the *root* account by
+       issuing the `su - opensrf` command.
+    ** The *postgres* Linux account is created automatically when you install
+       the PostgreSQL database server. You can switch to this account from the
+       *root* account by issuing the `su - postgres` command.
+  * PostgreSQL user accounts:
+    ** The *evergreen* PostgreSQL account is a superuser account that you will
+       create to connect to the PostgreSQL database server.
+  * Evergreen administrator account:
+    ** The *egadmin* Evergreen account is an administrator account for
+       Evergreen that you will use to test connectivity and configure your
+       Evergreen instance.
+
+== Preamble: developer instructions ==
+
+[NOTE]
+Skip this section if you are using an official release tarball downloaded
+from http://evergreen-ils.org/egdownloads
+
+Developers working directly with the source code from the Git repository,
+rather than an official release tarball, must perform one step before they 
+can proceed with the `./configure` step.
+
+As the *user* Linux account, issue the following command in the Evergreen
+source directory to generate the configure script and Makefiles:
+
+[source, bash]
+------------------------------------------------------------------------------
+autoreconf -i
+------------------------------------------------------------------------------
+
+== Installing prerequisites ==
+
+  * **PostgreSQL**: The minimum supported version is 13.
+  * **Linux**: Evergreen has been tested on
+    Debian Bookworm (12),
+    Debian Bullseye (11),
+    Debian Buster (10), 
+    Ubuntu Noble Numbat (24.04),
+    and Ubuntu Jammy Jellyfish (22.04).
+    If you are running an older version of these distributions, you may want 
+    to upgrade before upgrading Evergreen. For instructions on upgrading these
+    distributions, visit the Debian or Ubuntu websites.
+  * **OpenSRF**: The minimum supported version of OpenSRF is 3.3.0.
+
+
+Evergreen has a number of prerequisite packages that must be installed
+before you can successfully configure, compile, and install Evergreen.
+
+1. Begin by installing the most recent version of OpenSRF (3.3.0 or later).
+   You can download OpenSRF releases from http://evergreen-ils.org/opensrf-downloads/
++
+2. Issue the following commands as the *root* Linux account to install
+   prerequisites using the `Makefile.install` prerequisite installer,
+   substituting `debian-bookworm`,`debian-bullseye`,`debian-buster`,`ubuntu-jammy`,
+   or `ubuntu-noble` for <osname> below:
++
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install <osname>
+------------------------------------------------------------------------------
++
+[[optional_developer_additions]]
+3. OPTIONAL: Developer additions
++
+To perform certain developer tasks from a Git source code checkout, 
+additional packages are required.  As the *root* Linux account:
++
+ * To install packages needed for retrieving and managing web dependencies,
+   use the <osname>-developer Makefile.install target.  Currently, 
+   this is only needed for building and installing the web
+   staff client.
+ * To optionally run Angular and AngularJS tests you will need to manually
+   install Firefox and your choice of Chromium or Chrome.
++
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install <osname>-developer
+------------------------------------------------------------------------------
++
+ * To install packages required for building Evergreen translations, use
+   the <osname>-translator Makefile.install target.
++
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install <osname>-translator
+------------------------------------------------------------------------------
++
+ * To install packages required for building Evergreen release bundles, use
+   the <osname>-packager Makefile.install target.
++
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install <osname>-packager
+------------------------------------------------------------------------------
+
+== Extra steps for web staff client ==
+
+[NOTE]
+Skip this entire section if you are using an official release tarball downloaded
+from http://evergreen-ils.org/downloads. Otherwise, ensure you have installed the
+xref:#optional_developer_additions[optional developer additions] before proceeding.
+
+[[install_files_for_web_staff_client]]
+=== Install AngularJS files for web staff client ===
+
+1. Building, Testing, Minification: The remaining steps all take place within
+   the staff JS web root:
++
+[source,sh]
+------------------------------------------------------------------------------
+cd $EVERGREEN_ROOT/Open-ILS/web/js/ui/default/staff/
+------------------------------------------------------------------------------
++
+2. Install Project-local Dependencies. npm inspects the 'package.json' file
+   for dependencies and fetches them from the Node package network.
++
+[source,sh]
+------------------------------------------------------------------------------
+npm ci   # fetch JS dependencies
+------------------------------------------------------------------------------
++
+3. Run the build script.
++
+[source,sh]
+------------------------------------------------------------------------------
+npm run build-prod
+------------------------------------------------------------------------------
++
+4. OPTIONAL: Test web client code if the <osname>-developer packages and
+   the necessary browsers are installed.
+   CHROME_BIN should be set to the path to chrome or chromimum, e.g.,
+   `/usr/bin/chromium`:
++
+[source,sh]
+------------------------------------------------------------------------------
+CHROME_BIN=/path/to/chrome npm run test
+------------------------------------------------------------------------------
+
+[[install_files_for_angular_web_staff_client]]
+=== Install Angular files for web staff client ===
+
+1. Building, Testing, Minification: The remaining steps all take place within
+   the Angular staff root:
++
+[source,sh]
+------------------------------------------------------------------------------
+cd $EVERGREEN_ROOT/Open-ILS/src/eg2/
+------------------------------------------------------------------------------
++
+2. Install Project-local Dependencies. npm inspects the 'package.json' file
+   for dependencies and fetches them from the Node package network.
++
+[source,sh]
+------------------------------------------------------------------------------
+npm ci   # fetch JS dependencies
+------------------------------------------------------------------------------
++
+3. Run the build script.
++
+[source,sh]
+------------------------------------------------------------------------------
+ng build --configuration=production
+------------------------------------------------------------------------------
++
+This can be a memory-intensive build.  If the process does not finish, and you
+get the message "Killed" in the console, try running it with
+https://nodejs.org/api/cli.html#cli_max_old_space_size_size_in_megabytes[an explicit max-old-space-size option]
+to encourage more garbage collection.  For example, on a machine with 4GB of
+memory, you can limit max-old-space-size to 3GB with:
++
+[source,sh]
+------------------------------------------------------------------------------
+NODE_OPTIONS=--max-old-space-size=3072 ng build --configuration=production
+------------------------------------------------------------------------------
++
+4. OPTIONAL: Test eg2 web client code if the <osname>-developer packages and
+   the necessary browsers are installed:
+   CHROME_BIN should be set to the path to chrome or chromimum, e.g.,
+   `/usr/bin/chromium`:
++
+[source,sh]
+------------------------------------------------------------------------------
+CHROME_BIN=/path/to/chrome npm run test
+MOZ_HEADLESS=1 ng e2e
+------------------------------------------------------------------------------
+
+[[install_opac_deps]]
+=== Install OPAC skin dependencies ===
+
+1. The following steps take place within the OPAC dependencies root:
++
+[source,sh]
+------------------------------------------------------------------------------
+cd $EVERGREEN_ROOT/Open-ILS/web/opac/deps
+------------------------------------------------------------------------------
++
+2. Install Project-local Dependencies. npm inspects the 'package.json' file
+   for dependencies and fetches them from the Node package network.
++
+[source,sh]
+------------------------------------------------------------------------------
+npm ci   # fetch JS and CSS dependencies
+------------------------------------------------------------------------------
++
+Note that there is no build step.
+
+3. OPTIONAL: Test OPAC javascript code:
++
+[source,sh]
+------------------------------------------------------------------------------
+npm run test
+------------------------------------------------------------------------------
+
+
+== Configuration and compilation instructions ==
+
+For the time being, we are still installing everything in the `/openils/`
+directory. From the Evergreen source directory, issue the following commands as
+the *user* Linux account to configure and build Evergreen:
+
+[source, bash]
+------------------------------------------------------------------------------
+PATH=/openils/bin:$PATH ./configure --prefix=/openils --sysconfdir=/openils/conf
+make
+------------------------------------------------------------------------------
+
+These instructions assume that you have also installed OpenSRF under `/openils/`.
+If not, please adjust PATH as needed so that the Evergreen `configure` script
+can find `osrf_config`.
+
+== Installation instructions ==
+
+1. Once you have configured and compiled Evergreen, issue the following
+   command as the *root* Linux account to install Evergreen and copy
+   example configuration files to `/openils/conf`.
++
+[source, bash]
+------------------------------------------------------------------------------
+make install
+------------------------------------------------------------------------------
+
+== Change ownership of the Evergreen files ==
+
+All files in the `/openils/` directory and subdirectories must be owned by the
+`opensrf` user. Issue the following command as the *root* Linux account to
+change the ownership on the files:
+
+[source, bash]
+------------------------------------------------------------------------------
+chown -R opensrf:opensrf /openils
+------------------------------------------------------------------------------
+
+== Run ldconfig ==
+
+On Ubuntu or Debian, run the following command as the root user:
+
+[source, bash]
+------------------------------------------------------------------------------
+ldconfig
+------------------------------------------------------------------------------
+
+== Additional Instructions for Developers ==
+
+[NOTE]
+Skip this section if you are using an official release tarball downloaded
+from http://evergreen-ils.org/egdownloads
+
+Developers working directly with the source code from the Git repository,
+rather than an official release tarball, need to install the Dojo Toolkit
+set of JavaScript libraries. The appropriate version of Dojo is included in
+Evergreen release tarballs. Developers should install the Dojo 1.3.3 version
+of Dojo by issuing the following commands as the *opensrf* Linux account:
+
+[source, bash]
+------------------------------------------------------------------------------
+wget https://download.dojotoolkit.org/release-1.3.3/dojo-release-1.3.3.tar.gz
+tar -C /openils/var/web/js -xzf dojo-release-1.3.3.tar.gz
+cp -r /openils/var/web/js/dojo-release-1.3.3/* /openils/var/web/js/dojo/.
+------------------------------------------------------------------------------
+
+
+== Configure the Apache Web server ==
+
+. Use the example configuration files to configure your Web server for 
+the Evergreen catalog, web staff client, Web services, and administration
+interfaces. Issue the following commands as the *root* Linux account:
++
+[source,bash]
+------------------------------------------------------------------------------------
+cp Open-ILS/examples/apache_24/eg_24.conf       /etc/apache2/sites-available/eg.conf
+cp Open-ILS/examples/apache_24/eg_vhost_24.conf /etc/apache2/eg_vhost.conf
+cp Open-ILS/examples/apache_24/eg_startup    	/etc/apache2/
+# Now set up SSL
+mkdir /etc/apache2/ssl
+cd /etc/apache2/ssl
+------------------------------------------------------------------------------------
++
+. The `openssl` command cuts a new SSL key for your Apache server. For a
+production server, you should purchase a signed SSL certificate, but you can
+just use a self-signed certificate and accept the warnings in the
+and browser during testing and development. Create an SSL key for the Apache
+server by issuing the following command as the *root* Linux account:
++
+[source,bash]
+------------------------------------------------------------------------------
+openssl req -new -x509 -days 365 -nodes -out server.crt -keyout server.key
+------------------------------------------------------------------------------
++
+. As the *root* Linux account, edit the `eg.conf` file that you copied into
+place.
+  a. To enable access to the offline upload / execute interface from any
+     workstation on any network, make the following change (and note that
+     you *must* secure this for a production instance):
+     * Replace `Require host 10.0.0.0/8` with `Require all granted`
+. Change the user for the Apache server.
+  * As the *root* Linux account, edit
+    `/etc/apache2/envvars`.  Change `export APACHE_RUN_USER=www-data` to 
+    `export APACHE_RUN_USER=opensrf`.
+. As the *root* Linux account, configure Apache with KeepAlive settings
+  appropriate for Evergreen. Higher values can improve the performance of a
+  single client by allowing multiple requests to be sent over the same TCP
+  connection, but increase the risk of using up all available Apache child
+  processes and memory.
+  * Edit `/etc/apache2/apache2.conf`.
+    a. Change `KeepAliveTimeout` to `1`.
+    b. Change `MaxKeepAliveRequests` to `100`.
+. As the *root* Linux account, configure the prefork module to start and keep
+  enough Apache servers available to provide quick responses to clients without
+  running out of memory. The following settings are a good starting point for a
+  site that exposes the default Evergreen catalog to the web:
++
+.`/etc/apache2/mods-available/mpm_prefork.conf`
+[source,bash]
+------------------------------------------------------------------------------
+<IfModule mpm_prefork_module>
+   StartServers            15
+   MinSpareServers          5
+   MaxSpareServers         15
+   MaxRequestWorkers       75
+   MaxConnectionsPerChild 500
+</IfModule>
+------------------------------------------------------------------------------
++
+. As the *root* user, enable the mpm_prefork module:
++
+[source,bash]
+------------------------------------------------------------------------------
+a2dismod mpm_event
+a2enmod mpm_prefork
+------------------------------------------------------------------------------
++
+. As the *root* Linux account, enable the Evergreen site:
++
+[source,bash]
+------------------------------------------------------------------------------
+a2dissite 000-default  # OPTIONAL: disable the default site (the "It Works" page)
+a2ensite eg.conf
+------------------------------------------------------------------------------
++
+. As the *root* Linux account, enable Apache to write
+   to the lock directory; this is currently necessary because Apache
+   is running as the `opensrf` user:
++
+[source,bash]
+------------------------------------------------------------------------------
+chown opensrf /var/lock/apache2
+------------------------------------------------------------------------------
+
+Learn more about additional Apache options in the following sections:
+
+  * xref:admin:apache_rewrite_tricks.adoc#apache_rewrite_tricks[Apache Rewrite Tricks]
+  * xref:admin:apache_access_handler.adoc#apache_access_handler_perl_module[Apache Access Handler Perl Module]
+
+== Configure OpenSRF for the Evergreen application ==
+
+There are a number of example OpenSRF configuration files in `/openils/conf/`
+that you can use as a template for your Evergreen installation. Issue the
+following commands as the *opensrf* Linux account:
+
+[source, bash]
+------------------------------------------------------------------------------
+cp -b /openils/conf/opensrf_core.xml.example /openils/conf/opensrf_core.xml
+cp -b /openils/conf/opensrf.xml.example /openils/conf/opensrf.xml
+------------------------------------------------------------------------------
+
+When you installed OpenSRF, you created four Jabber users on two
+separate domains and edited the `opensrf_core.xml` file accordingly. Please
+refer back to the OpenSRF README and, as the *opensrf* Linux account, edit the
+Evergreen version of the `opensrf_core.xml` file using the same Jabber users
+and domains as you used while installing and testing OpenSRF.
+
+=== OPTIONAL: Configure Evergreen for OpenSRF+Redis
+
+If using the Redis variant of OpenSRF, modify /openils/conf/opensrf_core.xml
+to use the Redis settings instead of the Ejabberd settings. 
+
+Several sections of the file have 2 configuration blocks, one for Ejabberd
+and one for Redis.  Example:
+
+[source,xml]
+------------------------------------------------------------------------------
+<!-- Ejabberd -->                                                          
+<passwd>password</passwd>                                                  
+<port>5222</port>                                                          
+<!-- ===  -->                                                              
+																		   
+<!-- Redis -->                                                             
+<!--                                                                       
+<passwd>456fc340-beba-4489-9070-0d6b49e9952b</passwd>                      
+<port>6379</port>                                                          
+-->                                                                        
+<!-- ===  -->   
+------------------------------------------------------------------------------
+
+For each occurrence of such block, commente out the Ejabberd sections
+and un-comment the Redis sections.  Example:
+
+[source,xml]
+------------------------------------------------------------------------------
+<!-- Ejabberd -->                                                          
+<!--
+<passwd>password</passwd>                                                  
+<port>5222</port>                                                          
+-->
+<!-- ===  -->                                                              
+																		   
+<!-- Redis -->                                                             
+<passwd>456fc340-beba-4489-9070-0d6b49e9952b</passwd>                      
+<port>6379</port>                                                          
+<!-- ===  -->   
+------------------------------------------------------------------------------
+
+[NOTE]
+The `-b` flag tells the `cp` command to create a backup version of the
+destination file. The backup version of the destination file has a tilde (`~`)
+appended to the file name, so if you have forgotten the Jabber users and
+domains, you can retrieve the settings from the backup version of the files.
+
+`eg_db_config`, described in xref:#creating_the_evergreen_database[Creating the Evergreen database], sets the database connection information in `opensrf.xml` for you.
+
+=== Configure action triggers for the Evergreen application ===
+_Action Triggers_ provide hooks for the system to perform actions when a given
+event occurs; for example, to generate reminder or overdue notices, the
+`checkout.due` hook is processed and events are triggered for potential actions
+if there is no checkin time.
+
+To enable the default set of hooks, issue the following command as the
+*opensrf* Linux account:
+
+[source, bash]
+------------------------------------------------------------------------------
+cp -b /openils/conf/action_trigger_filters.json.example /openils/conf/action_trigger_filters.json
+------------------------------------------------------------------------------
+
+For more information about configuring and running action triggers, see
+xref:admin:actiontriggers.adoc#processing_action_triggers[Notifications / Action Triggers].
+
+[[creating_the_evergreen_database]]
+== Creating the Evergreen database ==
+
+=== Setting up the PostgreSQL server ===
+
+For production use, most libraries install the PostgreSQL database server on a
+dedicated machine. Therefore, by default, the `Makefile.install` prerequisite
+installer does *not* install the PostgreSQL database server that is required
+by every Evergreen system. You can install the packages required by Debian or
+Ubuntu on the machine of your choice using the following commands as the
+*root* Linux account:
+
+.Installing PostgreSQL server packages
+
+Each OS build target provides the postgres server installation
+packages required for each operating system.  To install Postgres
+server packages, use the make target
+'postgres-server-<OSTYPE>-<POSTGRESVERSION>'.  Choose the most
+appropriate command below based on your operating system and desired
+PostgreSQL Version.
+
+To install PostgreSQL version 13, use the following command for your operating
+system:
+
+[WARNING]
+=========
+PostgreSQL 12+ includes a feature called "JIT" (Just-in-Time compilation).
+Do not turn on Postgres' JIT capabilities. Evergreen's queries, especially complex
+ones used for search, are intentionally tuned for non-JIT execution and JIT has
+been shown to be harmful in some circumstances.
+Recommended minimum tweak to postgresql.conf:
+jit_above_cost = -1
+=========
+
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-bookworm-13
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-bullseye-13
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-buster-13
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-jammy-13
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-noble-13
+------------------------------------------------------------------------------
+
+To install PostgreSQL version 14, use the following command for your operating
+system:
+
+[WARNING]
+=========
+PostgreSQL 12+ includes a feature called "JIT" (Just-in-Time compilation).
+Do not turn on Postgres' JIT capabilities. Evergreen's queries, especially complex
+ones used for search, are intentionally tuned for non-JIT execution and JIT has
+been shown to be harmful in some circumstances.
+Recommended minimum tweak to postgresql.conf:
+jit_above_cost = -1
+=========
+
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-bookworm-14
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-bullseye-14
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-buster-14
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-jammy-14
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-noble-14
+------------------------------------------------------------------------------
+
+To install PostgreSQL version 15, use the following command for your operating
+system:
+
+[WARNING]
+=========
+PostgreSQL 12+ includes a feature called "JIT" (Just-in-Time compilation).
+Do not turn on Postgres' JIT capabilities. Evergreen's queries, especially complex
+ones used for search, are intentionally tuned for non-JIT execution and JIT has
+been shown to be harmful in some circumstances.
+Recommended minimum tweak to postgresql.conf:
+jit_above_cost = -1
+=========
+
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-bookworm-15
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-bullseye-15
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-buster-15
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-jammy-15
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-noble-15
+------------------------------------------------------------------------------
+
+To install PostgreSQL version 16, use the following command for your operating
+system:
+
+[WARNING]
+=========
+PostgreSQL 12+ includes a feature called "JIT" (Just-in-Time compilation).
+Do not turn on Postgres' JIT capabilities. Evergreen's queries, especially complex
+ones used for search, are intentionally tuned for non-JIT execution and JIT has
+been shown to be harmful in some circumstances.
+Recommended minimum tweak to postgresql.conf:
+jit_above_cost = -1
+=========
+
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-bookworm-16
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-bullseye-16
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-buster-16
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-jammy-16
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-noble-16
+------------------------------------------------------------------------------
+
+To install PostgreSQL version 17, use the following command for your operating
+system:
+
+[WARNING]
+=========
+PostgreSQL 12+ includes a feature called "JIT" (Just-in-Time compilation).
+Do not turn on Postgres' JIT capabilities. Evergreen's queries, especially complex
+ones used for search, are intentionally tuned for non-JIT execution and JIT has
+been shown to be harmful in some circumstances.
+Recommended minimum tweak to postgresql.conf:
+jit_above_cost = -1
+=========
+
+[source, bash]
+------------------------------------------------------------------------------
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-bookworm-17
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-bullseye-17
+make -f Open-ILS/src/extras/Makefile.install postgres-server-debian-buster-17
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-jammy-17
+make -f Open-ILS/src/extras/Makefile.install postgres-server-ubuntu-noble-17
+------------------------------------------------------------------------------
+
+.Create the Evergreen PostgreSQL user
+
+You need to create a PostgreSQL superuser to create and access the database.
+Issue the following command as the *postgres* Linux account to create a new
+PostgreSQL superuser named `evergreen`. When prompted, enter the new user's
+password:
+
+[source, bash]
+------------------------------------------------------------------------------
+createuser -s -P evergreen
+------------------------------------------------------------------------------
+
+.Enabling connections to the PostgreSQL database
+
+Your PostgreSQL database may be configured by default to prevent connections,
+for example, it might reject attempts to connect via TCP/IP or from other
+servers. To enable TCP/IP connections from localhost, check your `pg_hba.conf`
+file, found in the `/etc/postgresql/` directory on Debian and Ubuntu.
+A simple way to enable TCP/IP
+connections from localhost to all databases with password authentication, which
+would be suitable for a test install of Evergreen on a single server, is to
+ensure the file contains the following entries _before_ any "host ... ident"
+entries:
+
+------------------------------------------------------------------------------
+host    all             all             ::1/128                 md5
+host    all             all             127.0.0.1/32            md5
+------------------------------------------------------------------------------
+
+When you change the `pg_hba.conf` file, you will need to reload PostgreSQL to
+make the changes take effect.  For more information on configuring connectivity
+to PostgreSQL, see
+http://www.postgresql.org/docs/devel/static/auth-pg-hba-conf.html
+
+=== Creating the Evergreen database and schema ===
+
+Once you have created the *evergreen* PostgreSQL account, you also need to
+create the database and schema, and configure your configuration files to point
+at the database server. Issue the following command as the *root* Linux account
+from inside the Evergreen source directory, replacing <user>, <password>,
+<hostname>, <port>, and <dbname> with the appropriate values for your
+PostgreSQL database (where <user> and <password> are for the *evergreen*
+PostgreSQL account you just created), and replace <admin-user> and <admin-pass>
+with the values you want for the *egadmin* Evergreen administrator account:
+
+[source, bash]
+------------------------------------------------------------------------------
+perl Open-ILS/src/support-scripts/eg_db_config --update-config \
+       --service all --create-database --create-schema --create-offline \
+       --user <user> --password <password> --hostname <hostname> --port <port> \
+       --database <dbname> --admin-user <admin-user> --admin-pass <admin-pass>
+------------------------------------------------------------------------------
+
+This creates the database and schema and configures all of the services in
+your `/openils/conf/opensrf.xml` configuration file to point to that database.
+It also creates the configuration files required by the Evergreen `cgi-bin`
+administration scripts, and sets the user name and password for the *egadmin*
+Evergreen administrator account to your requested values.
+
+You can get a complete set of options for `eg_db_config` by passing the
+`--help` parameter.
+
+=== Loading sample data ===
+
+If you add the `--load-all-sample` parameter to the `eg_db_config` command,
+a set of authority and bibliographic records, call numbers, copies, staff
+and regular users, and transactions will be loaded into your target
+database. This sample dataset is commonly referred to as the _concerto_
+sample data, and can be useful for testing out Evergreen functionality and
+for creating problem reports that developers can easily recreate with their
+own copy of the _concerto_ sample data.
+
+If you don't mind waiting a little longer, you can install the _enhanced_
+concerto dataset. Use this flag: `--load-concerto-enhanced`. This includes
+all of the data from _concerto_. Notable differences include:
+
+. The organization units have friendly names
+. Acquisitions data
+. More billing scenarios
+. More shelving locations and shelving location settings
+. Authority data
+. Japanese, Spanish, French and Czech bib records
+. Metarecord holds
+. Item Stat Cats
+. Bookings data
+. Pre-created OPAC carousels
+. Serials data
+
+
+=== Creating the database on a remote server ===
+
+In a production instance of Evergreen, your PostgreSQL server should be
+installed on a dedicated server.
+
+To create the database instance on a remote database server, simply
+use the `--create-database` flag on `eg_db_config`.
+
+== Starting Evergreen ==
+
+1. As the *root* Linux account, start the `memcached` and `ejabberd` services
+(if they aren't already running):
++
+[source, bash]
+------------------------------------------------------------------------------
+/etc/init.d/ejabberd start
+/etc/init.d/memcached start
+------------------------------------------------------------------------------
++
+2. As the *opensrf* Linux account, start Evergreen. The `-l` flag in the
+following command is only necessary if you want to force Evergreen to treat the
+hostname as `localhost`; if you configured `opensrf.xml` using the real
+hostname of your machine as returned by `perl -ENet::Domain 'print
+Net::Domain::hostfqdn() . "\n";'`, you should not use the `-l` flag.
++
+[source, bash]
+------------------------------------------------------------------------------
+osrf_control -l --start-all
+------------------------------------------------------------------------------
++
+  ** If you receive the error message `bash: osrf_control: command not found`,
+     then your environment variable `PATH` does not include the `/openils/bin`
+     directory; this should have been set in the *opensrf* Linux account's
+     `.bashrc` configuration file. To manually set the `PATH` variable, edit the
+     configuration file `~/.bashrc` as the *opensrf* Linux account and add the
+     following line:
++
+[source, bash]
+------------------------------------------------------------------------------
+export PATH=$PATH:/openils/bin
+------------------------------------------------------------------------------
++
+3. As the *opensrf* Linux account, generate the Web files needed by the web staff
+   client and catalog and update the organization unit proximity (you need to do
+   this the first time you start Evergreen, and after that each time you change the library org unit configuration.
+):
++
+[source, bash]
+------------------------------------------------------------------------------
+autogen.sh
+------------------------------------------------------------------------------
++
+4. As the *root* Linux account, restart the Apache Web server:
++
+[source, bash]
+------------------------------------------------------------------------------
+/etc/init.d/apache2 restart
+------------------------------------------------------------------------------
++
+If the Apache Web server was running when you started the OpenSRF services, you
+might not be able to successfully log in to the OPAC or web staff client until the
+Apache Web server is restarted.
+
+== Testing connections to Evergreen ==
+
+Once you have installed and started Evergreen, test your connection to
+Evergreen via `srfsh`. As the *opensrf* Linux account, issue the following
+commands to start `srfsh` and try to log onto the Evergreen server using the
+*egadmin* Evergreen administrator user name and password that you set using the
+`eg_db_config` command:
+
+[source, bash]
+------------------------------------------------------------------------------
+/openils/bin/srfsh
+srfsh% login <admin-user> <admin-pass>
+------------------------------------------------------------------------------
+
+You should see a result like:
+
+    Received Data: "250bf1518c7527a03249858687714376"
+    ------------------------------------
+    Request Completed Successfully
+    Request Time in seconds: 0.045286
+    ------------------------------------
+
+    Received Data: {
+       "ilsevent":0,
+       "textcode":"SUCCESS",
+       "desc":" ",
+       "pid":21616,
+       "stacktrace":"oils_auth.c:304",
+       "payload":{
+          "authtoken":"e5f9827cc0f93b503a1cc66bee6bdd1a",
+          "authtime":420
+       }
+
+    }
+
+    ------------------------------------
+    Request Completed Successfully
+    Request Time in seconds: 1.336568
+    ------------------------------------
+[[install-troubleshooting-1]]
+If this does not work, it's time to do some troubleshooting.
+
+  * As the *opensrf* Linux account, run the `settings-tester.pl` script to see
+    if it finds any system configuration problems. The script is found at
+    `Open-ILS/src/support-scripts/settings-tester.pl` in the Evergreen source
+    tree.
+  * Follow the steps in the http://evergreen-ils.org/dokuwiki/doku.php?id=troubleshooting:checking_for_errors[troubleshooting guide].
+  * If you have faithfully followed the entire set of installation steps
+    listed here, you are probably extremely close to a working system.
+    Gather your configuration files and log files and contact the
+    http://evergreen-ils.org/communicate/mailing-lists/[Evergreen development 
+mailing list] for assistance before making any drastic changes to your system
+    configuration.
+
+== Getting help ==
+
+Need help installing or using Evergreen? Join the mailing lists at
+http://evergreen-ils.org/communicate/mailing-lists/ or contact us on the Freenode
+IRC network on the #evergreen channel.
+
+== License ==
+
+This work is licensed under the Creative Commons Attribution-ShareAlike 3.0
+Unported License. To view a copy of this license, visit
+http://creativecommons.org/licenses/by-sa/3.0/ or send a letter to Creative
+Commons, 444 Castro Street, Suite 900, Mountain View, California, 94041, USA.
diff --git a/configure.ac b/configure.ac
index 71b8075f20..af3cad974f 100644
--- a/configure.ac
+++ b/configure.ac
@@ -20,7 +20,7 @@
 
 export PATH=${PATH}:/usr/sbin
 AC_PREREQ(2.61)
-AC_INIT(Open-ILS, trunk, open-ils-dev@list.georgialibraries.org)
+AC_INIT(Open-ILS, 3.15-beta, open-ils-dev@list.georgialibraries.org)
 AC_CONFIG_SRCDIR([configure.ac])
 AC_CONFIG_MACRO_DIR([m4])
 AM_INIT_AUTOMAKE

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

Summary of changes:
 Open-ILS/src/perlmods/lib/OpenILS.pm               |    2 +-
 Open-ILS/src/perlmods/lib/OpenILS/Application.pm   |    2 +-
 Open-ILS/src/sql/Pg/002.schema.config.sql          |    1 +
 .../3.14.4-3.15-beta-upgrade-db.sql}               | 1242 +++++++++++++++++++-
 README                                             |  826 ++++++++++++-
 configure.ac                                       |    2 +-
 6 files changed, 2070 insertions(+), 5 deletions(-)
 copy Open-ILS/src/sql/Pg/{upgrade/1468.schema.openapi.sql => version-upgrade/3.14.4-3.15-beta-upgrade-db.sql} (63%)
 mode change 100755 => 100644
 mode change 120000 => 100644 README


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Evergreen ILS

    

[Evergreen-commits] [GIT] Evergreen ILS branch tags/rel_3_15_beta updated. c45cb5b3ad54ffb294ad227cc2fa4dee8c4e4815

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