Home → Evergreen Upgrades → What to Expect and How to Prepare → 2021 Upgrade to Evergreen 3.7.2
1.5. 2021 Upgrade to Evergreen 3.7.2
Last Updated 05/17/2023
NC Cardinal Evergreen Fall Upgrade
November 13 & 14, 2021
Current Version: 3.5.4
Target Version: 3.7.1
This fall, we’re planning our annual upgrade to our Evergreen software. The upgrade will happen during the weekend of November 13 & 14. During this time, Evergreen will be offline, and any libraries that are open will need to use the Offline mode. Detailed instructions, including a video on Offline Mode, can be found in our Knowledge Books. We’ll be upgrading from Evergreen version 3.5.4 to version 3.7.1. The full list of changes can be found in the release notes for 3.6 and 3.7.
3.7 Overview: https://www.youtube.com/watch?v=Gf7gGhBg5io
Searching the Catalog in 3.7: https://www.youtube.com/watch?v=u86TxsX3CY0
Placing Holds in 3.7: https://www.youtube.com/watch?v=MDuN4s7c-rQ
Summary of Changes of Interest
We’ve gone through and summarized a few of the features included in the upgrade that we think may be of interest to NC Cardinal libraries.
This upgrade will roll out updates to the staff search interface (what has been known up til version 3.6 as the Experimental Staff Search). This update is part of the larger effort to improve the look and feel of the staff experience by rewriting the pages in a code language called Angular.
It is possible to access the current staff catalog in Next by going to the Cataloging drop down menu and choosing Search the Catalog (Traditional).
The Curbside Pickup feature in Evergreen provides an interface to help facilitate contact-free pickup of library materials. It provides a dedicated interface in the staff client for library staff to track and manage curbside pickup appointments and materials through the various stages of the process. Staff can also schedule pickup appointments on behalf of patrons. This feature also allows patrons to schedule their own curbside pickup appointments in their OPAC account, as well as inform the library when they have arrived and are waiting for their materials.
This upgrade will include improvements to the look and feel of the public OPAC, as well as the functionality of Evergreen on mobile devices. NC Cardinal had been unsure of when this work was to be accomplished, so Llewellyn had built much of this functionality beforehand, which we’ve been rolling out to member libraries as a part of our OPAC Redesign project.
Ability to Test Notification Method
Patrons and staff may request a test notification for a patron’s default email address or SMS number via the Patron Registration interface in the staff client or the OPAC preferences interface. The OPAC_LOGIN permissions are required to request a notification. When a notification is sent, it will be sent to either the user’s default email or default SMS number, depending on what was requested.
A new interface under Local Administration has been added called Hopeless Holds. Using a new Hopeless Date field on hold requests, this interface gives staff a way to resolve issues with hold requests that may have become unfulfillable or "hopeless".
Enhanced Public Catalog Printing and Email
Evergreen now provides additional functionality for printing and emailing bibliographic record and holdings information from the catalog, including from an individual record or from a list or basket.
This version of Evergreen includes an optional course materials module. Like course reserves modules in other library software, this module makes reserves collections more discoverable and easier to manage. The module also provides similar functionality for library electronic resources and open educational resources, whether they have been cataloged or not.
Item Status Allows Pasting a List of Barcodes in csv Format
Staff catalog now has the ability to add all search results (up to 1,000 titles) to the basket
Block Login of Expired Staff Accounts
Allow Circulation Renewal for Expired Patrons
The "Allow renewal request if renewal recipient privileges have expired" organizational unit setting can be set to true to permit expired patrons to renew circulations. Allowing renewals for expired patrons reduces the number of auto-renewal failures and assumes that a patron with items out eligible for renewals has not been expired for very long and that such patrons are likely to renew their privileges in a timely manner.
Did You Mean? Single word search suggestions
More Staff Interfaces Updated to Angular Functionality
These releases include more of the staff interfaces being moved to the more modern functionality of the Angular interface.
The experimental Angular staff catalog has been promoted to operate as the default catalog in the browser staff client. It will be used for all catalog entry points, except for the menu entries for the traditional catalog and any links within the traditional catalog.