Home → Evergreen Upgrades → Printer Friendly Version
As we prepare for the upgrade, we'll install the software version we'll be updating to onto our "next" server.
You can test all functions by logging into the Next test database using the web staff client.
Before logging into Evergreen, you must first register a workstation from your browser.
When you login for the first time, you will arrive at a screen asking that you register your workstation
To log out of the client:
Note: Exiting all browser windows will automatically log you out of the web client. If you only close the tab where the web client is loaded, you will remain logged in. |
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:
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.
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.
Circulation - reports focusing on library circulation
Collections - reports focusing on library collections
Weeding - reports for weeding and collection maintenance which include fields related to circulation, collection, and inventory
Patrons - reports focusing on library patrons
Billings and Payments Transaction Summary - reports focusing on monetary transactions
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.
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.
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.
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.
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.