Evergreen 3.13 was released in June 2024. New features and enhancements from the Evergreen 3.13 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 3.13.0 release and subsequent 3.13 patch releases in the full 3.13 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.
3.13 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.
3.13 Highlights include:
- Angularization of Invoices, Claims, MARC Federated Search, and Z39.50 Search
- Revised Enchanced MARC Editor
- Angular Reporter has been angularized
Various Accessibility Improvements
(Release Notes)
This release includes several improvements to the accessibility of Evergreen! Included in this release are changes to the Logo, drop shadows to various dropdown menus and tabs, and fixes to stylings across the board.
(Release Notes)
This release includes several improvements to the accessibility of Evergreen! Included in this release are changes to the Logo, drop shadows to various dropdown menus and tabs, and fixes to stylings across the board.
Angularized Invoices, Claims, MARC Federated Search, and Z39.50 Search
(Release Notes)
Developer: Mike Rylander (Equinox)
A huge update has arrived for these components of Evergreen. Invoices and Claims have been angularized and had improvements implemented. MARC Federated Search and Z39.50 Search have also seen some bugfixes along with being ported to angular. For MARC Batch Import/Export and Load MARC Order Records interfaces, there have been improvements that allow for background processing of record imports.
SFTP Transfer of EDI Order Data Fixes
(Release Notes)
Developer: Chris Sharp (Georgia PINES)
In order to bring STFP up to where it needs to be, the transfer mechanism has been repaired, making it work with most vendors who require usernames and passwords for authentification.
(Release Notes)
Developer: Mike Rylander (Equinox)
A huge update has arrived for these components of Evergreen. Invoices and Claims have been angularized and had improvements implemented. MARC Federated Search and Z39.50 Search have also seen some bugfixes along with being ported to angular. For MARC Batch Import/Export and Load MARC Order Records interfaces, there have been improvements that allow for background processing of record imports.
SFTP Transfer of EDI Order Data Fixes
(Release Notes)
Developer: Chris Sharp (Georgia PINES)
In order to bring STFP up to where it needs to be, the transfer mechanism has been repaired, making it work with most vendors who require usernames and passwords for authentification.
Support Script for marc_export Will Check for Required IDs
(Release Notes)
Developer: Josh Stompro (LARL)
The marc_export script now exists if it is expecting IDs to be passed and they end up not bieng found.
Angularized Circulation Policy Editor
(Release Notes)
Developer: Kyle Huckins and Zavier Banks (Catalyte)
The Circulation Policies interface has been brought over to angular. Additional bugfixes have been implemented as well.
(Release Notes)
Developer: Josh Stompro (LARL)
The marc_export script now exists if it is expecting IDs to be passed and they end up not bieng found.
Angularized Circulation Policy Editor
(Release Notes)
Developer: Kyle Huckins and Zavier Banks (Catalyte)
The Circulation Policies interface has been brought over to angular. Additional bugfixes have been implemented as well.
IDL Has Been Improved and Tidied Up
(Release Notes)
Developers: Jason Stephenson (Sigio)
The IDL (fm_IDL.xml) has seen some improvements and fixes.
(Release Notes)
Developers: Jason Stephenson (Sigio)
The IDL (fm_IDL.xml) has seen some improvements and fixes.
- Additional fields have been set to required
- Line wrap and spacing now match the output of libxml2
- A couple of schema validation errors have been fixed as well
Revised Enhanced MARC Editor
(Release Notes)
Sponsor: King County Library System | Developer: Stephanie Leary (Equinox)
Significant revisions have been made the the Enchanced MARC Editor.
(Release Notes)
Developer: Michele Morgan (NOBLE)
For the prefix and suffix fields, the option has been restored for Holdings Editor's Batch Actions.
URL for Patron View Discovery Layer
(Release Notes)
Developer: Dan Briem (Harrison PL)
Org unit setting added where one may enter the URL with a pattern placeholder for the bib record ID. An example would be: https://example.com/Record/{eg_record_id}.
Fixes for Item Alerts
(Release Notes)
Developer: Jason Etheridge (Equinox)
(Release Notes)
Developer: Jason Etheridge (Equinox)
Read-only view added for the Holdings Editor for when there are not sufficient permissions appropriately scoped to UPDATE_COPY for all items being edited.
(Release Notes)
Sponsor: King County Library System | Developer: Stephanie Leary (Equinox)
Significant revisions have been made the the Enchanced MARC Editor.
- Inputs for tags, indicators, and subfield codes now use comboboxes instead of contextual menus
- Fields can not be rearranged with drag and drop
- Move button now supports up and down arrow key movement
- Subfields are now treated as a group when using a keyboard to navigate the Editor
- The white background has been changed to gray to reduce eyestrain
- Help button now toggles the display of inline MARC references specficially for fields 1xx-8xx. This also includes keyboard shortcuts at the top
(Release Notes)
Developer: Michele Morgan (NOBLE)
For the prefix and suffix fields, the
URL for Patron View Discovery Layer
(Release Notes)
Developer: Dan Briem (Harrison PL)
Org unit setting added where one may enter the URL with a pattern placeholder for the bib record ID. An example would be: https://example.com/Record/{eg_record_id}.
Fixes for Item Alerts
(Release Notes)
Developer: Jason Etheridge (Equinox)
- The invocation of the (Manage) Item Alerts dialog in the Holdings Editor has been fixed
- Batch Edit for Item Alerts in the Holdings Editor added
- Managed Alerts button added to the Item Alerts dialog while alert displays in Angular interfaces
- TypeError: defaults to nul exception being missing for Default Item Alert Type preferences has been fixed
- Changes Pending indicator for Holdings Editor added
(Release Notes)
Developer: Jason Etheridge (Equinox)
Read-only view added for the Holdings Editor for when there are not sufficient permissions appropriately scoped to UPDATE_COPY for all items being edited.
New Library Settings for Example and/or Regex Validation for Default and SMS Phone Fields
(Release Notes)
Developer: Dan Briem (Harrison PL)
The following Library Settings have been added for example and/or regex validation for the default and SMS phone fields on patron registration and edit screens:
(Release Notes)
Developer: Dan Briem (Harrison PL)
The following Library Settings have been added for example and/or regex validation for the default and SMS phone fields on patron registration and edit screens:
- Regex for default_phone field on patron registration
- Example for default_phone field on patron registration
- Regex for default_sms_notify field on patron registration
- Example for default_sms_notify field on patron registration
Button Colors Improved
(Release Notes)
Developer: Stephanie Leary (Equinox)
Button color in the staff client for normal actions has been changed from yellow to light grey. There is a variant that turns red on hover or activation for actions that remove data or clear form input.
Search for Library Group and Shelving Location Group
(Release Notes)
Sponsor: PaILS | Developer: Mike Rylander (Equinox)
This update includes a new dropdown when in-scope Library Groups and Shelving Location Groups (optionally) are present. Included in this update is a new Global Flag called "staff.search.shelving_location_groups_with_lassos" that, when disabled, will not include Shelving Location Groups in the new filter dropdown.
"Clear Added Content Cache" Added
(Release Notes)
Developer: Galen Charlton (Equinox)
A "Clear Added Content Cache" item has been added to the Other Actions menu in the Staff Catalog Record page.
(Release Notes)
Developer: Stephanie Leary (Equinox)
Button color in the staff client for normal actions has been changed from yellow to light grey. There is a variant that turns red on hover or activation for actions that remove data or clear form input.
Search for Library Group and Shelving Location Group
(Release Notes)
Sponsor: PaILS | Developer: Mike Rylander (Equinox)
This update includes a new dropdown when in-scope Library Groups and Shelving Location Groups (optionally) are present. Included in this update is a new Global Flag called "staff.search.shelving_location_groups_with_lassos" that, when disabled, will not include Shelving Location Groups in the new filter dropdown.
"Clear Added Content Cache" Added
(Release Notes)
Developer: Galen Charlton (Equinox)
A "Clear Added Content Cache" item has been added to the Other Actions menu in the Staff Catalog Record page.
Carousel Creation From Item Bucket or Item Status
(Release Notes)
Developer: Jane Sandberg (Independent)
Both the Item status interface and the item bucket interface have added options ("Create Carousel from Selected Items" and "Create Carousel from Bucket" respectively) that allow users to create carousels.
Patrons Can Edit Preferred Name
(Release Notes)
Developer: Scott Angel (MOBIUS)
By going through OPAC → My Account → Preferences → Personal Information, patrons can personally edit their preferred name.
(Release Notes)
Developer: Jane Sandberg (Independent)
Both the Item status interface and the item bucket interface have added options ("Create Carousel from Selected Items" and "Create Carousel from Bucket" respectively) that allow users to create carousels.
Patrons Can Edit Preferred Name
(Release Notes)
Developer: Scott Angel (MOBIUS)
By going through OPAC → My Account → Preferences → Personal Information, patrons can personally edit their preferred name.
Reporter Angularized
(Release Notes)
Sponsor: King County Library System | Developer: Mike Rylander (Equinox)
All Reporter interfaces minus the report output interface have been angularized. Additional functionality has been added as well, such as:
(Release Notes)
Sponsor: King County Library System | Developer: Mike Rylander (Equinox)
All Reporter interfaces minus the report output interface have been angularized. Additional functionality has been added as well, such as:
- Field display order and output sort order have been separated
- Simplification of nullability
- Visible list of Reports that make use of a Template as well as the Outputs that a Report generates
- When supported by backend services, Brwose and Search Grids in use by the report management interface are sortable besides for being sortable by relevant timestamp
Support for SIP2Mediator
(Release Notes)
Developer: Bill Erickson (King County Library System)
Back-end functionality to integrate with SIP2Mediator added to Evergreen. This also include a tool called SIP Filters.
(Release Notes)
Developer: Bill Erickson (King County Library System)
Back-end functionality to integrate with SIP2Mediator added to Evergreen. This also include a tool called SIP Filters.
Evergreen Manual Generated Locally
(Release Notes)
Developer: Jane Sandberg (Independent)
On windows, the manual for Evergreen can be generated locally.
Documentation added for Angular Staff Catalog
(Release Notes)
Based on Indiana Evergreen's documentation, the angular staff catalog has recieved documentation.
(Release Notes)
Developer: Jane Sandberg (Independent)
On windows, the manual for Evergreen can be generated locally.
Documentation added for Angular Staff Catalog
(Release Notes)
Based on Indiana Evergreen's documentation, the angular staff catalog has recieved documentation.
- 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,