Home → Evergreen Upgrades → What to Expect and How to Prepare → 2023 Upgrade to Evergreen 3.11
Last Updated 11/13/2023
November 11 - 12, 2023
Current Version: 3.9.1
Target Version: 3.11.1
This fall, during the weekend of November 11th - 12th, we are planning our annual upgrade to our Evergreen software. The process will begin the night of November 10th and proceed through the following Sunday, November 12th. 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 will be upgrading from Evergreen version 3.9.1 to version 3.11.1. The full list of changes can be found in the release notes below.
Evergreen 3.10.3 Release Notes
Evergreen 3.11.1 Release Notes
Below you will find a list and summary of some of the features included in the upgrade that we believe may be of particular interest to NC Cardinal libraries.
During a merge of bibliographic records notes will now merge and a notation on each added that they were originally from another record. A note is also added that the merge was performed.
Override All Option when Placing Multiple Staff Holds
When placing multiple holds in the Angular Staff Catalog, staff users with permission to override the failed holds will see an Override All button which will perform all overrides at once. Overriding each failed hold individually remains an option.
The dialog to confirm canceling a hold in the staff interface now lists only hold cancel reasons that can be manually applied, excluding the ones that can only be automatically applied.
In addition, two more hold cancel reasons are added:
Patron via email
Patron via SMS
New Permission for Viewing Holds Pull List
Access to the holds pull list is now restricted to users with the VIEW_HOLD_PULL_LIST permission. By default, this new permission is granted to all users with the VIEW_HOLDS permission.
Adds a Staff View tab to the record details page in the staff catalog. In addition to showing various fields from the bib record, it also shows a count of hold requests and a breakdown of available items versus total items, and it shows a breakdown of similar records by formats and language editions, based on the associated metarecord.
Further Angularization of Acquisitions Interfaces
The following acquisitions interfaces were rewritten in Angular:
Purchase Orders and Selection Lists
Line Item management, including
Receiving and claiming
Creation of lineitem items singly and in batch
Load MARC Order Records
Improvements over the previous interfaces include:
The line item table can now be sorted and filtered
New settings to control the owning library that is applied to auto-created lineitem items.
Support for Advanced Shipment Notices in Acquisitions
This version of Evergreen supports DESADV EDI messages. These messages are created by vendors when they pack and ship items, and contain:
A list of dispatched POs, lineitems, and the number of items per lineitem.
A package-level barcode (e.g. https://en.wikipedia.org/wiki/Serial_shipping_container_code) that represents the package as a whole.
Staff can scan that package-level barcode to retrieve information on every item in the package, including an option to auto-receive every item in the box.
New Column in General Acquisitions Search
The general acquisitions search grid now has a column for purchase order ID.
New Permission for Fund Rollovers
A new permission, ADMIN_FUND_ROLLOVER, is added to control access to the fund rollover function. This allows having some users be able to manage funds without being able to invoke the rollover action, as rollovers can be hard to undo.
During the upgrade, any permission group with the ADMIN_FUND permission will get the new ADMIN_FUND_ROLLOVER permission to avoid surprises. Consequently, an Evergreen administrator who wishes to lock down access to the feature should follow up by removing the new permission where necessary.
In new databases, ADMIN_FUND_ROLLOVER is granted only to the stock Acquisitions Administrators permission group.
Inactive Funds Can No Longer Make Allocations or Transfers
In the Funds Administration page, if a fund is not marked as active, the "Create allocation" and "Transfer money" options will no longer be available.
In the occasional cases where these operations are necessary, you can edit the fund to mark it active, perform your financial operations, then mark it inactive again.
The default schema has added an audit table for the acq.lineitem_detail table. The audit table is NOT created during database upgrade. If you wish to add the audit table to your Evergreen installation, you can run the following SQL in your database: