Encore 5.2 is in general release.
NOTE: Starting with Encore 4.7, RedHat 5 is no longer supported. If your library uses Single Sign On (SSO) with Encore please see this Solution before requesting an upgrade: Encore 4.7+ and SSO.
Feature changes in Encore 5.2
- Starting with Encore 5.2, it is now a requirement that the same release version is running on Sierra before Encore is installed. Sierra 5.2 is the prerequisite for Encore 5.2.
Highlighted Fixes in Encore 5.2
Requires Sierra version 5.2 or later
- Fixed a problem where ChiliFresh reviews won't load in Encore patron account in some cases
- Fixed a redirection problem in Encore 5.1 where if Encore is configured to redirect to another site (such as the library website) when the session times out, you might experience issues with accessing Encore the very first time you try to access it in a brand new session
- Fixed a problem where INN-Reach Passthrough links broken if INN-Reach Encore is on 5.1
- Fixed a problem with My Lists not correctly redirecting to Encore but WebPAC
- Fixed a problem where the 264|c field is not being read if there are brackets surrounding the date
- Fixed a problem where logo images that are from an HTTPS source are not copied over to the Encore Server after the location is saved in the Admin App
- Fixed a problem with 100 subfield e terms not being stripped from author searches from full record display in Encore Mobile
- Fixed a problem with Encore not displaying multiple 250 fields
- Fixed a problem where the tilde item status causes Time to Reshelve table to not work in Encore
- Fixed a problem when an item with more than 1 hold is on the Holdshelf, Encore doesn't show the additional holds.
- Fixed an UI issue with hit sort count for a facet
- Fixed a problem with full metadata not displaying in harvested records when dc field contains dashes, colons, etc.
- Fixed an issue so that suppressed records are now taken into account in Encore relevancy rankings
- Fixed a problem where the translated title was not displaying in the full record after adding the 242 MARC tag to the webpub.full.def file
- Fixed a problem where the 880 field was being duplicated for Chinese vernacular characters
- Fixed a problem where Online Availability and Format Facets were displaying improper result counts
- Fixed a problem where clicking on the 'i' symbol from patron alerts was taking the user to the mobile view instead of the patron account page
- Fix made to make an element’s ID unique in the DOM (4) - there are 2 div ids with ‘DialogComponent’
- Fixed a problem with the print link not resulting in a full printing of customer account data for the selected account information when using Firefox or IE or Edge
- Fixed a problem where Encore sometimes displays a page reporting "you have clicked on a stale link" when attempting to conduct a search from the Encore home page
Known Issues
Please visit the Resolved Issues in Encore 5.2 solution for information on issues reported and fixed in this release. For a complete list of existing Known Issues from Encore 4.6 through the present release, see Outstanding Known Issues for Encore (4.6-5.2)
Preparing to update your system
System Requirements
To upgrade to Encore 5.2, your library must meet the following requirements:
- Your library must be currently running Encore 4.2 or later release.
- Your library must be running on at least Millennium 2014 SP6 or Sierra 5.2 as the system requirement. If upgrading an INN-Reach central Encore server, please do not install Encore 5.2 until Resource Sharing 3.4 is made available later this year.
- In addition, your library should have completed a full backup on the Encore server within the last 24 hours.
- If your library has Synergy Portfolios, you must open port 8006 on the Encore server for outbound access. (See Configuring Your Firewall.)
- Your Encore server must have 24 GB of available memory. The system must also be 64-bit with at least 8 cores. If you are a hosted customer, please open a ticket via the Supportal to schedule your upgrade with Discovery staff.
Changes to Expect
- As of Encore 4.3, the gold skin is the only skin option for Encore. If you are updating from an earlier release, you will see that change.
- As of Encore 4.3, there are changes to the syntax for the passthrough search. If you are upgrading from 4.2, please see Add an Encore search box to a web page for more details.
Pre-upgrade Preparation
- If you are upgrading from Encore 4.2 to Encore 5.2, determine what Patron Page functions to offer your Encore users. If you are upgrading from Encore 4.3 or higher to Encore 5.2, you will not be prompted to determine Patron Page functions to offer to your Encore users.
- To configure Patron Page functions, see Customizing Patron Page Functions in the Encore Staff Guide.
Release Notes
Release notes include software behavior changes introduced in the update (some may have implications for training or data review prior to upgrade), any actions library staff should take prior to or just after updating the system, and notification of new features and other enhancements included in the update.
Actions staff must take
The Upgrade Manager is a web application developed for performing self upgrades of your Encore system, available in Encore 4.1 and later Encore releases.
Your library's upgrade process consists of two phases: preparation and commit.
To schedule an upgrade for your Innovative-hosted Encore system, please submit a ticket via the Supportal.
NOTE: If your Sierra server is running Sierra 5.0 or higher, a change was made to allow for all software upgrades to use signed URLs for software downloads. You will see a new passkey validation prompt during the prep phase of the upgrade. You can obtain the passkey from CSDirect (https://csdirect.iii.com/custconv-aws) using your login credentials.
Preparation phase
During the preparation phase the Upgrade Manager will run multiple checks on your system, download the necessary software for Encore 5.2 and prepare the software for the commit phase. There is no expected downtime during the preparation phase. Innovative recommends running the preparation phase a day or two before the commit phase.
Using a web browser, connect to the Upgrade Manager:
https://[your Millennium or Sierra application server]/iii/upgrademgr
NOTE: Web browsers Chrome and Safari are not supported for running the Upgrade Manager application.
- When prompted, log in with your usual admin application credentials.
- If running Sierra 5.0, you will see a new “Enter Passkey” box. You can obtain the passkey from CSDirect (https://csdirect.iii.com/custconv-aws) using your login credentials. If you are running Sierra 4.1, 4.2 or 4.3, skip to step 3.
- Respond to the backup question and continue with the upgrade.
- Upgrading from Encore 4.2 to Encore 5.2 only: When prompted, check the box next to each function to show in the Encore Patron Page. You can change the list of functions later in the Admin Application. See Customizing Patron Page Functions.
- The application displays an "End of preparation phase" message when the preparation phase is complete.
- Log out after the preparation phase is done.
Please contact Customer Support immediately if your browser closes, the process appears to be stalled, or you encounter an error message of any kind. Your upgrade may still be running as expected. Customer Support staff can quickly determine whether the upgrade is still running and advise you how to proceed.
While the self-upgrade process has been extensively tested, we recommend that you plan to complete the commit phase during Innovative's regular business hours.
Commit phase
Once the preparation phase has completed successfully, you will be ready for the commit phase.
You can expect up to 15 minutes of Encore downtime while the current application shuts down and the upgraded version starts up. In the final stage of the upgrade, the Encore application should automatically resume, running Encore 5.2. .
- Log back into the Upgrade Manager:
http://[your Millennium or Sierra application server]/ iii/upgrademgr - You will be be prompted to enter the Passkey again. The Passkey may change between the time the Prep and Commit Phases are run so please obtain the Passkey from CSDirect(https://csdirect.iii.com/custconv-aws) using your login credentials.
- Confirm that you are prepared to resume.
Please feel free to share any feedback you have on the application or the self-upgrade process in general. Please submit a ticket through the Supportal.
After the Upgrade
The default location for the Administration Application is on the Millennium or Sierra application server:
- Sierra: http://[your Sierra application server]/sierra/admin/
- Millennium: http://[your Millennium application server]/iii/admin/
Your username and password remain the same.
NOTE: Due to variations in system architectures, some customers may find their Encore Administration Application remains on the Encore Server.