Evergreen 3.14 was released in October 2024. New features and enhancements from the Evergreen 3.14 release are listed below. Descriptions are provided for the highlighted components, and they are grouped together by Evergreen module. See more details about the original 3.14.0 release and subsequent 3.14 patch releases in the full 3.14 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.
3.14 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.
3.14 Highlights include:
- Angular Record Buckets
- Multi-Factor Authentication
- OPAC Accessibility Omnibus Project
- Reports Security Improvements
EDI X12 Parser
(Release Notes)
Sponsor: KCLS | Developer: Mike Rylander (Equinox)
Support is added for handling X12-format ASN messages, which are generally used to deliver shipping status information about EDI-processed materials orders. Development targeted the general X12 message format standard for data parsing and configuration suitable for processing the expected contents of ASN messages in particular. While the initially targeted production vendor test data was from Midwest Tape, the general X12 parser was built using documentation and non-production examples from several vendors and is expected to handle X12-format ASN message from most library materials vendors.
(Release Notes)
Sponsor: KCLS | Developer: Mike Rylander (Equinox)
Support is added for handling X12-format ASN messages, which are generally used to deliver shipping status information about EDI-processed materials orders. Development targeted the general X12 message format standard for data parsing and configuration suitable for processing the expected contents of ASN messages in particular. While the initially targeted production vendor test data was from Midwest Tape, the general X12 parser was built using documentation and non-production examples from several vendors and is expected to handle X12-format ASN message from most library materials vendors.
Z39.50 Target Definition Caching
(Release Notes)
Developer: Galen Charlton (Equinox)
This fix removes per-child-process caching of Z39.50 target definitions to address several issues. It also resolves the problem of Z39.50 server changes not taking effect immediately.
Patron Loader Script
(Release Notes)
Developer: Josh Stompro (LARL)
Academic and school libraries often get their patron data from an external system. This standard support script is for loading patron records into Evergreen and updating existing Evergreen records based on changed data from the SIS. The support script could be run as a cron job, so library workers wouldn't have to manually upload student information throughout the school year. See release notes for details on invocation parameters, file structure, and mapping.
(Release Notes)
Developer: Galen Charlton (Equinox)
This fix removes per-child-process caching of Z39.50 target definitions to address several issues. It also resolves the problem of Z39.50 server changes not taking effect immediately.
Patron Loader Script
(Release Notes)
Developer: Josh Stompro (LARL)
Academic and school libraries often get their patron data from an external system. This standard support script is for loading patron records into Evergreen and updating existing Evergreen records based on changed data from the SIS. The support script could be run as a cron job, so library workers wouldn't have to manually upload student information throughout the school year. See release notes for details on invocation parameters, file structure, and mapping.
New PostgreSQL Minimum Version
(Release Notes)
Evergreen 3.14 no longer supports new installations on PostgreSQL versions less than 13. Evergreen 3.14 is still compatible with PostgreSQL versions of 10 or higher. Existing installations may upgrade to Evergreen 3.14 without requiring a PostreSQL upgrade. Users are encouraged to upgrade to a more recent PostgreSQL version if they are running PostgreSQL versions between 10 and 12.
(Release Notes)
Evergreen 3.14 no longer supports new installations on PostgreSQL versions less than 13. Evergreen 3.14 is still compatible with PostgreSQL versions of 10 or higher. Existing installations may upgrade to Evergreen 3.14 without requiring a PostreSQL upgrade. Users are encouraged to upgrade to a more recent PostgreSQL version if they are running PostgreSQL versions between 10 and 12.
Angular Record Buckets
(Release Notes)
Sponsor: ECDI | Developer: Jason Etheridge
Moves the Record Buckets feature into a new and reimagined Angular interface with 16 new permissions and adds several new feature improvements:
Exports with Public Copy Notes and Copy Tags
(Release Notes)
Developer: Jason Stephenson (Sigio)
Public copy notes and tags are now exported by "marc_export" in the 852 subfield z when the --items option is used.
Option to Require Monograph Parts
(Release Notes)
Developer: Steven Mayo (PINES)
The Require Monographic Part when Present Library Setting, "circ.holds.ui_require_monographic_part_when_present", has been expanded to also require that all copies on the parent bibliographic record have a part when the setting is active. This change only affects the library/organization unit where the setting is set or its sub-units.
(Release Notes)
Sponsor: ECDI | Developer: Jason Etheridge
Moves the Record Buckets feature into a new and reimagined Angular interface with 16 new permissions and adds several new feature improvements:
- New bucket sharing options at a more granular level
- Favorites option allowing a staff user to "star" a bucket
- Direct import of either Bib IDs or TCNS, both from a text file as well as in an upload modal
- Ability to send report output directly to a new or specified bucket
- Addition of a new Buckets subtab in the staff catalog interface
- New buckets admin options
Exports with Public Copy Notes and Copy Tags
(Release Notes)
Developer: Jason Stephenson (Sigio)
Public copy notes and tags are now exported by "marc_export" in the 852 subfield z when the --items option is used.
Option to Require Monograph Parts
(Release Notes)
Developer: Steven Mayo (PINES)
The Require Monographic Part when Present Library Setting, "circ.holds.ui_require_monographic_part_when_present", has been expanded to also require that all copies on the parent bibliographic record have a part when the setting is active. This change only affects the library/organization unit where the setting is set or its sub-units.
Hold Reset Reasons
(Release Notes)
Developer: Marshall Llewellyn (NC Cardinal)
Hold reset reasons allow staff to see when and why a hold request has been reset. Reset reasons are generated any time a hold has been reset, whether that’s a manual reset from a staff member or automatically because a hold has reached the hold retarget interval. This can be useful for debugging the hold targeter or identifying bad actors in the system. The expanded functionality introduces two new database tables, a standard set of ten types of reset reasons, and two new library settings.
Self-Checkout Angular Port
(Release Notes)
Developers: Bill Erickson (KCLS), Jane Sandberg (Independent), Stephanie Leary (Equinox), and Mike Rylander (Equinox)
The patron self-checkout interface is now available as an Angular interface.
New print templates for self-check transactions can be found under Administration ⇒ Server Administration ⇒ Print Templates:
(Release Notes)
Developer: Marshall Llewellyn (NC Cardinal)
Hold reset reasons allow staff to see when and why a hold request has been reset. Reset reasons are generated any time a hold has been reset, whether that’s a manual reset from a staff member or automatically because a hold has reached the hold retarget interval. This can be useful for debugging the hold targeter or identifying bad actors in the system. The expanded functionality introduces two new database tables, a standard set of ten types of reset reasons, and two new library settings.
Self-Checkout Angular Port
(Release Notes)
Developers: Bill Erickson (KCLS), Jane Sandberg (Independent), Stephanie Leary (Equinox), and Mike Rylander (Equinox)
The patron self-checkout interface is now available as an Angular interface.
New print templates for self-check transactions can be found under Administration ⇒ Server Administration ⇒ Print Templates:
- Self-Checkout Checkouts
- Self Checkout Fines
- Self-Checkout Holds
- Self-Checkout Items Out
Dark Mode
(Release Notes)
Developers: Stephanie Leary (Equinox) and Steven Mayo (PINES)
The staff client now supports both light and dark modes. By default, the staff client will use the color mode setting from your operating system.
Staff Multi-Factor Authentication
(Release Notes)
Sponsor: ECDI | Developer: Mike Rylander (Equinox)
Adding support to the Staff Client for Multi-Factor Authentication.
Supported factors:
(Release Notes)
Developers: Stephanie Leary (Equinox) and Steven Mayo (PINES)
The staff client now supports both light and dark modes. By default, the staff client will use the color mode setting from your operating system.
Staff Multi-Factor Authentication
(Release Notes)
Sponsor: ECDI | Developer: Mike Rylander (Equinox)
Adding support to the Staff Client for Multi-Factor Authentication.
Supported factors:
- WebAuthn (YubiKey, Paired phones/tablets, Windows Hello, etc)
- Time-based One-Time Password (Google Authenticator, Twilio Authy, etc)
- SMS One-Time codes
- Email One-Time codes
OPAC setting to show/hide carousels
(Release Notes)
Developer: Jeff Davis (Sitka)
There is a new setting to hide carousels from the public catalog. This can be useful in cases where carousels are created for use in other sites (e.g. on library websites), rather than for use in the public catalog.
OPAC Accessibility Bugfixes
(Release Notes)
Developer: Stephanie Leary (Equinox)
OPAC overhaul of accessibility in several categories:
(Release Notes)
Developer: Jason Etheridge (Equinox)
Improves styling and accessibility for the Patron Self-Registration Interface with two new library settings: Hide Username field in Patron Self-Reg and Patron Self-Reg. Date of Birth Order
(Release Notes)
Developer: Jeff Davis (Sitka)
There is a new setting to hide carousels from the public catalog. This can be useful in cases where carousels are created for use in other sites (e.g. on library websites), rather than for use in the public catalog.
OPAC Accessibility Bugfixes
(Release Notes)
Developer: Stephanie Leary (Equinox)
OPAC overhaul of accessibility in several categories:
- Headings, landmarks, and HTML structure
- Eliminating layout tables and fixing data table semantics
- Revised responsive layouts for better screen magnification support
- Form field labels, fieldset groups, error message associations
- Font size inconsistencies; respect users' browser font size settings
- Color contrast; moving hard-coded colors to variables
- Focus outline consistency and visibility; form focus behavior
- New datepicker with keyboard support
- New tooltips with keyboard support; move most tooltips to visible text
- Clarifying instructions and hints (forms, browse case sensitivity)
- Adding unique descriptions to item action labels ("close", "delete")
- Revised timed logout behavior that allows users to ask for more time
(Release Notes)
Developer: Jason Etheridge (Equinox)
Improves styling and accessibility for the Patron Self-Registration Interface with two new library settings: Hide Username field in Patron Self-Reg and Patron Self-Reg. Date of Birth Order
Reports Security Enhancements
(Release Notes)
Sponsor: BC Libraries Cooperative | Developer: Mike Rylander (Equinox)
New Report Security functionality is primarily configured through the addition of XML attributes to elements in the Fieldmapper XML file, fm_IDL.xml. See Reports Security documentation for more details.
(Release Notes)
Sponsor: BC Libraries Cooperative | Developer: Mike Rylander (Equinox)
New Report Security functionality is primarily configured through the addition of XML attributes to elements in the Fieldmapper XML file, fm_IDL.xml. See Reports Security documentation for more details.
- In addition to report content security restrictions, report output visibility is now, optionally, restricted based on whether the accessing user either owns the report output, or they have at least the VIEW_REPORT_OUTPUT permission at a location to which the folder in which the output lives has been shared.
Various Miscellaneous Topics in this release
See details in the Release Notes
See details in the Release Notes
- Evergreen New Feature Review Guide (3.13)
2024 Release - Evergreen New Feature Review Guide (3.12)
December 2023 - Evergreen New Feature Grid (3.11)
2023 Release - Evergreen New Feature Review Guide (3.10)
November 2022 - Evergreen New Feature Review Guide (3.9)
2022 release
- equinoxEDU: Spotlight on Evergreen 3.13
Recording of Spotlight on Evergreen 3.13 webinar (with slides) - August 2024 - 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 3.13 Full Release Notes
Official release notes for Evergreen 3.13 - 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
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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: 3.14 Checklist
PDF version of the consolidated checklists for printing: 3.14 Checklist
|
Module
|
Feature
|
Default Availability
|
|---|---|---|
| Acquisitions |
EDI X12 Parser |
Requires additional configuration |
| Administration | Z39.50 Target Definition Caching | Available by default |
| Administration | Patron Loader Script | Requires additional configuration |
| Architecture | New PostgreSQL Minimum Version | Reference directive |
| Cataloging | Angular Record Buckets | Available after upgrade for optional utilization |
| Cataloging | Exports with Public Copy Notes and Copy Tags | Available after upgrade for optional utilization |
| Cataloging | Option to Require Monograph Parts | Available after upgrade for optional utilization |
| Circulation | Hold Reset Reasons | Available after upgrade for optional utilization |
| Circulation | Self-Checkout Angular Port | Available by default |
| Client | Implement Dark Mode | Available after upgrade for optional utilization |
| Client | Staff Multi-Factor Authentication | Requires additional configuration |
| OPAC | Option to Show/Hide Carousels in the OPAC | Available after upgrade for optional utilization |
| OPAC | Accessibility Bugs Omnibus | Available by default |
| OPAC | Patron Self-Registration Updates | Available after upgrade for optional utilization |
| Reports | Reports Security Enhancements | Available by default |
See Release Notes for full list of Miscellaneous enhancements included in the 3.14 release.