New features and enhancements from the Evergreen 3.15 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 3.15.0 release and subsequent 3.15 patch releases in the full 3.15 release notes.
If your library is upgrading and missed an earlier release, please see the links on the right to review previous release notes, New Feature Release Guides, and equinoxEDU Spotlight sessions for the last few versions of Evergreen.
3.15 Highlights include:
If your library is upgrading and missed an earlier release, please see the links on the right to review previous release notes, New Feature Release Guides, and equinoxEDU Spotlight sessions for the last few versions of Evergreen.
3.15 Highlights include:
- Acquisitions EDI improvements
- RESTful API
- Item Alerts, Notes, Tags, and Templates Reworked
- Patron Record Screen field visibility control
- OPAC tracking for clicks on eResources
- PostGreSQL 17 Support
EDI Attribute Added for Enumerating Lineitems Sequentially
(Release Notes)
Developer: Jeff Davis (BC Libraries Cooperative)
Historically, Evergreen’s EDI output has used the internal lineitem ID as the line sequence number in LIN lines. Some vendors (e.g. ULS) would prefer LIN to use a sequentially assigned number instead. A new EDI attribute, "Lineitems Are Enumerated Sequentially," has been added to support that.
(Release Notes)
Developer: Jeff Davis (BC Libraries Cooperative)
Historically, Evergreen’s EDI output has used the internal lineitem ID as the line sequence number in LIN lines. Some vendors (e.g. ULS) would prefer LIN to use a sequentially assigned number instead. A new EDI attribute, "Lineitems Are Enumerated Sequentially," has been added to support that.
Fix to Coded Value Map Table
(Release Notes)
Developer: Blake Henderson (MOBIUS)
This release includes an important fix to values in the Coded Value Map table. Please refer to the "FIX DB Table config.coded_value_map" section in the release notes for important information about applying the fix.
RESTful API
(Release Notes)
Sponsor: ECDI | Developer: Mike Rylander (Equinox)
Adds a new, OpenAPI-compliant RESTful API suite for Evergreen, including a set of basic endpoints and several tools for configuring new endpoints depending on the needs of third party developers. Extensive documentation, examples, and a full list of endpoints are available in the Evergreen Community Documentation.
Payment Types on OPAC Printed Payment Receipts
(Release Notes)
Developer: Michele Morgan (NOBLE)
Adds correct payment type to the money.payment_receipt.print action trigger template, replacing the hard-coded "Credit Card". An upgrade script is included.
Report Lock File Improvement
(Release Notes)
Developer: Jason Stephenson (C/W MARS)
New process improvements for running the Reporter are now available. Changes in the location, name, and handling of the reporter’s (clark-kent.pl) lockfile may require adjustments in local management scripts.
Global Long-Lived Cache Clearing for Staff Client
(Release Notes)
Developer: Jason Boyer (Equinox)
A new global flag (staff.client_cache_key) has been added that allows administrators to clear certain long-lived cache values from all staff clients at next login by simply changing the value. Currently only the MARC Tag Tables used by the bibliographic and authority record editors are cleared, but the list of localStorage items cleared may be expanded in future. This key is simply an opaque string - no special format is required - changing the value in any way will trigger a wave of cache clearing.
(Release Notes)
Developer: Blake Henderson (MOBIUS)
This release includes an important fix to values in the Coded Value Map table. Please refer to the "FIX DB Table config.coded_value_map" section in the release notes for important information about applying the fix.
RESTful API
(Release Notes)
Sponsor: ECDI | Developer: Mike Rylander (Equinox)
Adds a new, OpenAPI-compliant RESTful API suite for Evergreen, including a set of basic endpoints and several tools for configuring new endpoints depending on the needs of third party developers. Extensive documentation, examples, and a full list of endpoints are available in the Evergreen Community Documentation.
Payment Types on OPAC Printed Payment Receipts
(Release Notes)
Developer: Michele Morgan (NOBLE)
Adds correct payment type to the money.payment_receipt.print action trigger template, replacing the hard-coded "Credit Card". An upgrade script is included.
Report Lock File Improvement
(Release Notes)
Developer: Jason Stephenson (C/W MARS)
New process improvements for running the Reporter are now available. Changes in the location, name, and handling of the reporter’s (clark-kent.pl) lockfile may require adjustments in local management scripts.
Global Long-Lived Cache Clearing for Staff Client
(Release Notes)
Developer: Jason Boyer (Equinox)
A new global flag (staff.client_cache_key) has been added that allows administrators to clear certain long-lived cache values from all staff clients at next login by simply changing the value. Currently only the MARC Tag Tables used by the bibliographic and authority record editors are cleared, but the list of localStorage items cleared may be expanded in future. This key is simply an opaque string - no special format is required - changing the value in any way will trigger a wave of cache clearing.
Evergreen Supports PostgreSQL 17
(Release Notes)
Developer: Jason Stephenson (C/W MARS)
PostgreSQL 17 can be installed along with Evergreen using the normal prerequisite installation process.
(Release Notes)
Developer: Jason Stephenson (C/W MARS)
PostgreSQL 17 can be installed along with Evergreen using the normal prerequisite installation process.
Item Alerts, Notes, Tags, and Templates Rework
(Release Notes)
Sponsor: ECDI | Developers: Jason Etheridge and Stephanie Leary (Equinox)
Continues previous work to reimplement the holdings editor and includes several bugfixes for item alerts, notes, and tags. This work also reimplements the holdings template editor in Angular.
Batch Edit Parts in the Holdings Editor
(Release Notes)
Developer: Steven Mayo (PINES)
The holdings editor now has an edit box for parts on the batch actions row of the holdings editor. This work also provides a fix for a previous issue where adding the same new part to more than one item could cause part creation to fail.
(Release Notes)
Sponsor: ECDI | Developers: Jason Etheridge and Stephanie Leary (Equinox)
Continues previous work to reimplement the holdings editor and includes several bugfixes for item alerts, notes, and tags. This work also reimplements the holdings template editor in Angular.
Batch Edit Parts in the Holdings Editor
(Release Notes)
Developer: Steven Mayo (PINES)
The holdings editor now has an edit box for parts on the batch actions row of the holdings editor. This work also provides a fix for a previous issue where adding the same new part to more than one item could cause part creation to fail.
Visibilty of Fields in Patron Registration/Edit Screen
(Release Notes)
Developer: Jason Stephenson (C/W MARS)
Enhances the ability to control display of Required, Suggested, and All fields on the Patron Registration/Edit Screen.
(Release Notes)
Developer: Jason Stephenson (C/W MARS)
Enhances the ability to control display of Required, Suggested, and All fields on the Patron Registration/Edit Screen.
Table Density Setting
(Release Notes)
Developer: Stephanie Leary (Equinox)
Evergreen staff users can now set their preferred density for grids throughout the staff client. The three options are: compact (not much whitespace), Standard, and Wide (more whitespace). The new setting can be found under Administration → Workstation.
Staff Multi-Factor Authentication for Secondary Permission Groups
(Release Notes)
Sponsor: ECDI | Developer: Mike Rylander (Equinox)
Adding support to the Staff Client for Multi-Factor Authentication for optional application to secondary permission groups. If the option is turned on, if any permission group associated with the user, including the profile, requires MFA, MFA will be required of the user.
(Release Notes)
Developer: Stephanie Leary (Equinox)
Evergreen staff users can now set their preferred density for grids throughout the staff client. The three options are: compact (not much whitespace), Standard, and Wide (more whitespace). The new setting can be found under Administration → Workstation.
Staff Multi-Factor Authentication for Secondary Permission Groups
(Release Notes)
Sponsor: ECDI | Developer: Mike Rylander (Equinox)
Adding support to the Staff Client for Multi-Factor Authentication for optional application to secondary permission groups. If the option is turned on, if any permission group associated with the user, including the profile, requires MFA, MFA will be required of the user.
e-Resource Link Click Tracking
(Release Notes)
Developer: Jane Sandberg
Introduces the ability to track user clicks on e-Resources in the public catalog. This feature is enabled with a new global flag. Once enabled, it will provide usage data on eresources in the catalog. One potential use for this feature is to provide the equivalent of circulation statistics for online course materials. Data can be accessed via the Evergreen reporter.
Library Group Item Counts in Catalog
(Release Notes)
Developer: Jane Sandberg
When a user selects a library group in the catalog (either the public catalog or the staff catalog), the catalog now displays the number of items held and available in that group. This information supplements the existing holding statements available in the catalog. See release notes for details about updating existing files.
Improve OPAC Alert Library Setting Functionality
(Release Notes)
Developer: Terran McCanna (PINES)
Moves the Bootstrap OPAC maintenance message alert banner from the config.tt2 file to a trio of new library settings. The alert banner types utilize the existing CSS to determine the color scheme.
Move Google Analytics configuration to library settings
(Release Notes)
Developer: Terran McCanna (PINES)
Moves the Google Analytics configuration from the config.tt2 file in the Bootstrap OPAC to two new library settings.
(Release Notes)
Developer: Jane Sandberg
Introduces the ability to track user clicks on e-Resources in the public catalog. This feature is enabled with a new global flag. Once enabled, it will provide usage data on eresources in the catalog. One potential use for this feature is to provide the equivalent of circulation statistics for online course materials. Data can be accessed via the Evergreen reporter.
Library Group Item Counts in Catalog
(Release Notes)
Developer: Jane Sandberg
When a user selects a library group in the catalog (either the public catalog or the staff catalog), the catalog now displays the number of items held and available in that group. This information supplements the existing holding statements available in the catalog. See release notes for details about updating existing files.
Improve OPAC Alert Library Setting Functionality
(Release Notes)
Developer: Terran McCanna (PINES)
Moves the Bootstrap OPAC maintenance message alert banner from the config.tt2 file to a trio of new library settings. The alert banner types utilize the existing CSS to determine the color scheme.
Move Google Analytics configuration to library settings
(Release Notes)
Developer: Terran McCanna (PINES)
Moves the Google Analytics configuration from the config.tt2 file in the Bootstrap OPAC to two new library settings.
Various Miscellaneous Topics
See details in the Release Notes
See details in the Release Notes
- Evergreen New Feature Review Guide (3.14)
October 2024 - 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
- 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
- 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 3.14 Full Release Notes
Official release notes for Evergreen 3.14 - 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
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
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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: 3.15 Checklist
PDF version of the consolidated checklists for printing: 3.15 Checklist
|
Module
|
Feature
|
Default Availability
|
|---|---|---|
| Acquisitions |
EDI Attribute Added for Enumerating Lineitems Sequentially |
Requires additional configuration and third-party integration |
| Administration | Fix to values in the Coded Value Map Table | Upgrade script and guidance provided in release notes |
| Administration | OpenAPI-compliant RESTful API suite | Requires additional configuration and third-party integration |
| Administration | Add payment type to OPAC printed payment receipt Action Trigger definition | Upgrade script and guidance provided in release notes |
| Administration | Report Lock File Improvement | Upgrade script and guidance provided in release notes |
| Administration | Global Long-Lived Cache Clearing for Staff Client | Available after upgrade for optional utilization |
| Architecture | Support added for PostgreSQL 17 | Reference directive for system administration |
| Cataloging | Item Alerts, Notes, Tags, and Templates Rework | Available by default |
| Cataloging | Batch Edit Parts in the Holdings Editor | Available by default |
| Circulation | Visibility of Fields in Patron Registration/Edit | Available by default |
| Client | Table Density Setting | Available by default |
| Client | Multi-Factor Authentication for Secondary Permission Groups | Available after upgrade for optional utilization |
| OPAC | Eresource link click tracking | Requires additional configuration |
| OPAC | Library Group Item Counts in catalog | Requires additional configuration |
| OPAC | Move the OPAC alert banner to a library setting | Requires additional configuration |
| OPAC | Move Google Analytics configuration to library settings | Requires additional configuration |
See Release Notes for full list of Miscellaneous enhancements included in the 3.15 release.