Home → Evergreen Upgrades → What to Expect and How to Prepare → 2022 Upgrade to Evergreen 3.9.1
1.4. 2022 Upgrade to Evergreen 3.9.1
Last Updated 11/13/2023
NC Cardinal Evergreen Fall Upgrade
November 11 - 13, 2022
Current Version: 3.7.2
Target Version: 3.9.1
This fall, during the weekend of November 11 - 13, we’re planning our annual upgrade to our Evergreen software. The process will start the night of Nov. 10th and proceed Friday through Sunday. 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 3.7.2 to version 3.9.1. The full list of changes can be found in the release notes below.
Release Notes for Evergreen 3.8
Release Notes for Evergreen 3.9
Presentation from the Evergreen Conference about changes coming in versions 3.8 and 3.9.
Summary of Changes of Interest
Simple Reports Interface
The 3.9 upgrade includes a new reporting system focused on ease of use. The original reporting interface will still be available for customizing highly complex report templates, but the new Simple Reports Interface will guide users through a streamlined reports creation wizard. This interface includes a shortened list of the reports most used by frontline staff.
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Circulation - reports focusing on library circulation
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Collections - reports focusing on library collections
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Weeding - reports for weeding and collection maintenance which include fields related to circulation, collection, and inventory
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Patrons - reports focusing on library patrons
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Billings and Payments Transaction Summary - reports focusing on monetary transactions
Custom cover images
Staff users with cataloging permissions will be able to upload a cover image directly within a specific bibliographic record. Uploaded images will override images sourced from Open Library.
Ability to customize Staff Portal Page (Splash Page)
System Admins have a new permission added to their profiles, allowing them to customize the staff portal page (commonly referred to as the Splash Page). Different portal pages may be configured for each library. Staff logging in with a workstation for a specific system or branch will see the splash page that has been customized for that org unit.
Changes to courtesy notices
This upgrade allows administrative users to create alternate templates for Action Triggers that will generate locale specific notices for Action Triggers. This option allows you to create notices in different languages. The template, message and message title can all be localized.
- Admins can create and edit localized templates in the Event Definition interface for templates with the ProcessTemplate, SendEmail, or SendSMS reactors.
- Staff members may select a locale for a patron and edit it in the Patron Preferred Language field in the Patron Registration and Patron Editor screens.
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Patrons may set their own locale in the My Account interface off the OPAC by going to Preferences → Personal Information and setting the Preferred Language field.