Evergreen 3.12 was released in December 2023. New features and enhancements from the Evergreen 3.12 release are listed below. Descriptions are provided for the highlighted components and they are grouped together by Evergreen module. Links to supplemental documentation and individual handouts are also provided. See more details about the original 3.12.0 release and subsequent 3.12 patch releases in the full 3.12 release notes.
If your library is upgrading and missed an earlier release, please see the links on the right to review previous releases notes, New Feature Release Guides, and equinoxEDU Spotlight sessions for the last few versions of Evergreen.
3.12 Highlights include:
If your library is upgrading and missed an earlier release, please see the links on the right to review previous releases notes, New Feature Release Guides, and equinoxEDU Spotlight sessions for the last few versions of Evergreen.
The Evergreen 3.12 Detailed Summary Grid serves as a dashboard listing descriptions and components of each new feature all in one convenient view. The grid includes notes on new permissions and settings associated with the features included in this release.
3.12 Highlights include:
- Numerous Accessibility Improvements
- Acquisitions functionality for fiscal years, calendars, and new reporting sources
- Angularization of Admin interfaces for Printer Settings & Custom Org Unit Trees
- Various Architecture updates with Angular Linting Rules and Support for Redis
- New Added Content Tab in the Staff Catalog
- Holds eligibility expansion and Holds Pull List filters
- OPAC display enhancements
Various Accessibility Improvements
(Release Notes)
This release includes dozens of improvements made to the accessibility of Evergreen! Included in the release are many improvements to assist screen readers including the additional of labels and alt text. Also updated is further keyboard support of buttons, better color contrast throughout the staff interface, and improved table navigation in multiple locations.
(Release Notes)
This release includes dozens of improvements made to the accessibility of Evergreen! Included in the release are many improvements to assist screen readers including the additional of labels and alt text. Also updated is further keyboard support of buttons, better color contrast throughout the staff interface, and improved table navigation in multiple locations.
Fiscal Years and Calendars Interface
(Release Notes)
Developer: Tiffany Little (PINES)
With this update, a new interface has been added that allows libraries to manage their fiscal years and calendars. If a person has the ADMIN_ACQ_FISCAL_YEAR permission, they can be located in Administration → Acquisitions Administration → Fiscal Years and Calendars. The Default fiscal calendar will also be used by default, and new calendars, in order to be visible, will need to be updated into using the new fiscal calendar in the org unit.
New Reporting Sources for Invoice Totals
(Release Notes)
Developer: Galen Charlton (Equinox)
Three report sources were added: Invoice Totals, Invoice Debits by Funds, and Invoice Debits by Fund Tag. These new sources report on the invoice totals or invoice fund debits. These reports will include line items and direct charges. The intended use of these new sources is to be used as the base of a report. More fields and tables can be brought in by navigating links in the template editor.
(Release Notes)
Developer: Tiffany Little (PINES)
With this update, a new interface has been added that allows libraries to manage their fiscal years and calendars. If a person has the ADMIN_ACQ_FISCAL_YEAR permission, they can be located in Administration → Acquisitions Administration → Fiscal Years and Calendars. The Default fiscal calendar will also be used by default, and new calendars, in order to be visible, will need to be updated into using the new fiscal calendar in the org unit.
New Reporting Sources for Invoice Totals
(Release Notes)
Developer: Galen Charlton (Equinox)
Three report sources were added: Invoice Totals, Invoice Debits by Funds, and Invoice Debits by Fund Tag. These new sources report on the invoice totals or invoice fund debits. These reports will include line items and direct charges. The intended use of these new sources is to be used as the base of a report. More fields and tables can be brought in by navigating links in the template editor.
Hatch Printer Settings Configuration - Interface ported to Angular
(Release Notes)
Developer: Bill Erickson (King County Library System)
The Hatch Printer Settings found via Administration --> Workstation have now been ported into Angular and you may notice a difference in the display. This includes moving the checkbox that enables Hatch printing from the retired interface into the new Angularized interface.
Custom Org Unit Trees - Interface ported to Angular
(Release Notes) | (Documentation)
Sponsor: King County Library System | Developer: Jason Etheridge (Equinox)
The interface for Custom Org Unit Trees found via Administration --> Server Administration > Custom Org Unit Trees has been ported into Angular. You should notice a difference in the display and improved navigation.
(Release Notes)
Developer: Bill Erickson (King County Library System)
The Hatch Printer Settings found via Administration --> Workstation have now been ported into Angular and you may notice a difference in the display. This includes moving the checkbox that enables Hatch printing from the retired interface into the new Angularized interface.
Custom Org Unit Trees - Interface ported to Angular
(Release Notes) | (Documentation)
Sponsor: King County Library System | Developer: Jason Etheridge (Equinox)
The interface for Custom Org Unit Trees found via Administration --> Server Administration > Custom Org Unit Trees has been ported into Angular. You should notice a difference in the display and improved navigation.
MARC Export Script Improvements
(Release Notes)
Developers: Jason Stephenson (Sigio), Galen Charlton (Equinox), Josh Stompro (LARL)
The 3.12 release includes multiple updates to the MARC export scripts that are used by system administrators with 3rd party tools that ingest MARC records.
(Release Notes)
Developer: Bill Erickson (King County Library System)
This upgrade adds a new a new option for admins to use Redis as the messaging service that Evergreen's OpenSRF uses. This will replace Ejabberd.
(Release Notes)
Developer: Jane Sandberg (Independent)
New rules have been created for the linting tool which checks code for programmers. This tool will catch simple and basic syntax and stylistic errors as well as find errors that do not follow WCAG 2.1 guidelines for accessibility. The tool helps unify and standardize the code syntax for The Evergreen Project community.
(Release Notes)
Developers: Jason Stephenson (Sigio), Galen Charlton (Equinox), Josh Stompro (LARL)
The 3.12 release includes multiple updates to the MARC export scripts that are used by system administrators with 3rd party tools that ingest MARC records.
- Adds a new 852b switch that sets the expectation of library designation values to be included on the files to identify the circulation library, the owning library, or both
- Allows for an exclude-hidden option that will no longer produce 852 fields as long as they are hidden from OPAC. Without any visible items, a bib will not be included in the output.
- The marc_export now sorts the output by Bib ID.
- The default encoding method for marc_export has been changed over to UTF-8.
(Release Notes)
Developer: Bill Erickson (King County Library System)
This upgrade adds a new a new option for admins to use Redis as the messaging service that Evergreen's OpenSRF uses. This will replace Ejabberd.
- Note: OpenSRF LEgacy JSON Gateway will also be depreciated and removed from OpenSRF.
(Release Notes)
Developer: Jane Sandberg (Independent)
New rules have been created for the linting tool which checks code for programmers. This tool will catch simple and basic syntax and stylistic errors as well as find errors that do not follow WCAG 2.1 guidelines for accessibility. The tool helps unify and standardize the code syntax for The Evergreen Project community.
Create MARC Record - Shortcuts and other Interface Improvements
(Release Notes)
Developer: Josh Stompro (LARL)
Functional updates to the Create MARC Record Interface include shortcuts for navigation and display enhancements, including:
(Release Notes)
Developer: Jane Sandberg (Independent)
A default item alert type can now be set by going to the Preferences tab in the holdings editor. Under "Item Atrribute Settings" there is a "Default Item Alert Type" dropdown menu to choose a new default from among the available item alert types. The setting is saved automatically as a server-workstation preference.
Link Checker - Interface ported to Angular
(Release Notes) | (Documentation)
Sponsor: King County Library System | Developer: Jason Etheridge (Equinox)
The Link Checker, available under Cataloging, has now been ported to Angular. URL. You may notices differences in the display. For example, "Verification Attempts" is now called "Branches" while "URL Verification" is now labeled "Attempts." Sessions and Batches are now combined in the main grid. Further, a new feature called Filter Groups has been added which will allow for the naming and saving of grid filter groups.
(Release Notes)
Developer: Josh Stompro (LARL)
Functional updates to the Create MARC Record Interface include shortcuts for navigation and display enhancements, including:
- Ctrl+F3 is a new global keyboard shortcut that will open the Create MARC Record interface
- When loading the screen, the initial focus will be on the template selector and will set a unique page title
- Also focus will be on the item add checkbox and will switch to call number input when activated
- Help button is hidden in the flat text editor
- Ctrl+S shortcut added to save
- Ctrl+E shortcut added that jumps to the flat text editor textbox
(Release Notes)
Developer: Jane Sandberg (Independent)
A default item alert type can now be set by going to the Preferences tab in the holdings editor. Under "Item Atrribute Settings" there is a "Default Item Alert Type" dropdown menu to choose a new default from among the available item alert types. The setting is saved automatically as a server-workstation preference.
Link Checker - Interface ported to Angular
(Release Notes) | (Documentation)
Sponsor: King County Library System | Developer: Jason Etheridge (Equinox)
The Link Checker, available under Cataloging, has now been ported to Angular. URL. You may notices differences in the display. For example, "Verification Attempts" is now called "Branches" while "URL Verification" is now labeled "Attempts." Sessions and Batches are now combined in the main grid. Further, a new feature called Filter Groups has been added which will allow for the naming and saving of grid filter groups.
New NoveList Added Content Tab
(Release Notes) | (Documentation)
Sponsor: NOBLE | Developer: Stephanie Leary (Equinox)
A new tab has been added to the Angular Staff Catalog page called "Added Content." At present, this only supports NoveList added content. This tab also comes with additional optional settings. If no NoveList settings are active, the tab will not appear. If the settings are enabled with NoveList credentials but there are no results, the tab will read "No Added Content".
Clear Added Content Cache Action
(Release Notes)
Developer: Galen Charlton (Equinox)
A "Clear Added Content Cache" action has been added back to the Other Actions menu in the Staff Catalog record page.
(Release Notes) | (Documentation)
Sponsor: NOBLE | Developer: Stephanie Leary (Equinox)
A new tab has been added to the Angular Staff Catalog page called "Added Content." At present, this only supports NoveList added content. This tab also comes with additional optional settings. If no NoveList settings are active, the tab will not appear. If the settings are enabled with NoveList credentials but there are no results, the tab will read "No Added Content".
Clear Added Content Cache Action
(Release Notes)
Developer: Galen Charlton (Equinox)
A "Clear Added Content Cache" action has been added back to the Other Actions menu in the Staff Catalog record page.
Holds Eligibility Expanded
(Release Notes)
Developer: Jason Stephenson (Sigio)
Uses the existing "holdable" and "is_available" flags defined for each Item Status to determine if an item is eligible to fill a hold. The system will now look to see if both flags are set to true to determine eligibility. This makes more copies available to fill holds and allows for more granular control.
New Filters for Holds Pull List
(Release Notes)
Developers: Bill Erickson (King County Library System) and Dan Briem (Harrison PL)
New filters have been added to the Holds Pull List. One filter narrows by Pickup Library and another filter can narrow by one or more Shelving Location / Location Groups. Options to "Print Full List" and "Download CSV" will reflect the filtered results. The filters are also sticky and will be retained for future pull lists.
(Release Notes)
Developer: Jason Stephenson (Sigio)
Uses the existing "holdable" and "is_available" flags defined for each Item Status to determine if an item is eligible to fill a hold. The system will now look to see if both flags are set to true to determine eligibility. This makes more copies available to fill holds and allows for more granular control.
New Filters for Holds Pull List
(Release Notes)
Developers: Bill Erickson (King County Library System) and Dan Briem (Harrison PL)
New filters have been added to the Holds Pull List. One filter narrows by Pickup Library and another filter can narrow by one or more Shelving Location / Location Groups. Options to "Print Full List" and "Download CSV" will reflect the filtered results. The filters are also sticky and will be retained for future pull lists.
Filter Searches By Course Reserves
(Release Notes)
Developer: Jane Sandberg (Independent)
A new filter is available on the OPAC if the organization is opted into the Course Materials module that allows patrons to filter based on course reserves. This filter can filter by a particular course or filter a particular course out of search results. In the Staff Catalog, a similar feature has been included as optional functionality.
OPAC Displays Upcoming Library Closures
(Release Notes)
Developer: Terran McCanna (PINES)
The OPAC will now show upcoming closures in Library Information Pages. These closure times are pulled from the Closed Dates Editor found under the Administration -> Local Administration -> Closed Dates Editor.
(Release Notes)
Developer: Jane Sandberg (Independent)
A new filter is available on the OPAC if the organization is opted into the Course Materials module that allows patrons to filter based on course reserves. This filter can filter by a particular course or filter a particular course out of search results. In the Staff Catalog, a similar feature has been included as optional functionality.
OPAC Displays Upcoming Library Closures
(Release Notes)
Developer: Terran McCanna (PINES)
The OPAC will now show upcoming closures in Library Information Pages. These closure times are pulled from the Closed Dates Editor found under the Administration -> Local Administration -> Closed Dates Editor.
- Evergreen New Feature Review Guide (3.13)
June 2024 - Evergreen New Feature Review Guide (3.12)
December 2023 - Evergreen New Feature Grid (3.11)
May 2023 - Evergreen New Feature Review Guide (3.10)
November 2022 - Evergreen New Feature Review Guide (3.9)
2022 release
- equinoxEDU: Spotlight on Evergreen 3.12
Recording of Spotlight on Evergreen 3.12 webinar (with slides) - February 2024 - equinoxEDU: Spotlight on Evergreen 3.10 & 3.11
Recording of Spotlight on Evergreen 3.10 & 3.11 webinar (with slides) - July 2023 - equinoxEDU: Spotlight on Evergreen 3.9
Recording of Spotlight on Evergreen 3.9 webinar (with slides) - October 2022
- Evergreen ILS Official Documentation
Links to the latest offiical Evergreen ILS documentation, produced by the Documentation Interest Group of the Evergreen community. - Evergreen Tabular Release Notes
Tabular format of release notes with categorized updates by version - Evergreen 3.12 Full Release Notes
Official release notes for Evergreen 3.12 - Evergreen 3.11 Full Release Notes
Official release notes for Evergreen 3.11 - Evergreen 3.10 Full Release Notes
Official release notes for Evergreen 3.10 - Evergreen 3.9 Full Release Notes
Official release notes for Evergreen 3.9.
Contact Equinox about documentation and training opportunities via email at:
training-events@equinoxOLI.org.
training-events@equinoxOLI.org.
Equinox Open Library Initiative Inc. is a 501(c)3 corporation devoted to the support of open source software for public libraries, academic libraries, school libraries, and special libraries. As the successor to Equinox Software, Inc., Equinox provides exceptional service and technical expertise delivered by experienced librarians and technical staff. Equinox offers affordable, customized consulting services, software development, hosting, training, and technology support for libraries of all sizes and types.
To learn more, please visit https://www.equinoxOLI.org
To learn more, please visit https://www.equinoxOLI.org
This guide was created using SubjectsPlus, an open source content management system for information sharing. Interested in how SubjectsPlus could benefit your organization? Learn more by visiting us at: https://www.equinoxoli.org/products/subjectsplus.
To assist with planning for an upgrade, lists are provided to offer a summary of the new features included in each release and the default nature of their availability. Many features in new releases are optional. Some are enabled by the addition of new staff permission groups or new library settings. Notes are provided here to indicate whether a new feature is enabled by default and to identify associated configuration details.
PDF version of the consolidated checklists for printing: 3.12 Checklist
PDF version of the consolidated checklists for printing: 3.12 Checklist
|
Module
|
Feature
|
Default Availability
|
|---|---|---|
| Acquisitions |
New Interface for Fiscal Years and Calendars |
Available after upgrade for optional utilization with a new staff permission |
| Architecture | Support for Redis as Messaging Service for OpenSRF | Requires configuration |
| Cataloging | Default Item Alert Type | Available after upgrade for optional utilization as a Preference setting |
| Staff Catalog | New Added Content Tab for NoveList Content | Requires third-party integration |
|
Module
|
Feature
|
Default Availability
|
|---|---|---|
| Accessibility | Various Accessibility Improvements | Available after upgrade by default |
| Acquisitions |
Three New Reporting Sources for Invoice Totals |
Available after upgrade by default |
| Administration | Hatch Printer Settings Configuration Ported to Angular | Available after upgrade for optional utilization |
| Administration | Custom Org Unit Trees Ported to Angular | Available after upgrade for optional utilization |
| Architecture | MARC Export Script updates | Available after upgrade with default behaviors |
| Architecture | Angular Linting Rules | Available after upgrade for optional utilization |
| Cataloging | Create MARC Record Interface Improvements | Available after upgrade by default |
| Cataloging | Link Checker Interface Ported to Angular | Available after upgrade for optional utilization |
| Staff Catalog | Clear Added Content Cache Action Added | Available after upgrade for optional utilization |
| Circulation | Holds Eligibility Expanded | Available after upgrade for optional utilization |
| Circulation | New Filters for Holds Pull List | Available after upgrade by default |
| OPAC | Filter Search by Course Reserves | Available after upgrade for optional utilization |
| OPAC | OPAC Displays Upcoming Closures | Available after upgrade for optional utilization |
See Release Notes for full list of Miscellaneous enhancements included in the 3.12 release,