New features and enhancements from the Evergreen 3.16 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 3.16.0 release and subsequent 3.16 patch releases in the full 3.16 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.
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.
Hard Due Date Permissions
(Release Notes) (Documentation)
Developer: Blake Graham-Henderson (MOBIUS)
Users and Permission Groups will need the below permissions for use of Hard Due Dates and Hard Due Date Values. The new permissions are not added to any existing permission group by default and would need to be added as appropriate.
(Release Notes) (Documentation)
Sponsor: PaILS | Developer: Jason Etheridge (Equinox)
Integration of Quipu eCARD and eRENEW capabilities through a generic method, creating a place for Quipu registration forms that are customizable in order to send information to Quipu for address verification.
Staff Interface Single Sign-On
(Release Notes) (Documentation)
Sponsor: North Carolina Community Colleges Evergreen | Developer: Mike Rylander (Equinox)
Staff interface now allows for Single Sign-On through SAML and Shibboleth. Configuration includes new library settings.
Library Group OPAC Visibility
(Release Notes) (Documentation)
Sponsor: NOBLE | Developer: Jane Sandberg
New Library groups can now be set to visible or not for the OPAC by using a check box in the Library Group admin screen. Pre-existing library groups will automatically continue to be visible in the public catalog.
(Release Notes) (Documentation)
Developer: Blake Graham-Henderson (MOBIUS)
Users and Permission Groups will need the below permissions for use of Hard Due Dates and Hard Due Date Values. The new permissions are not added to any existing permission group by default and would need to be added as appropriate.
- CREATE_HARD_DUE_DATE
- UPDATE_HARD_DUE_DATE
- DELETE_HARD_DUE_DATE
- CREATE_HARD_DUE_DATE_VALUE
- UPDATE_HARD_DUE_DATE_VALUE
- DELETE_HARD_DUE_DATE_VALUE
(Release Notes) (Documentation)
Sponsor: PaILS | Developer: Jason Etheridge (Equinox)
Integration of Quipu eCARD and eRENEW capabilities through a generic method, creating a place for Quipu registration forms that are customizable in order to send information to Quipu for address verification.
Staff Interface Single Sign-On
(Release Notes) (Documentation)
Sponsor: North Carolina Community Colleges Evergreen | Developer: Mike Rylander (Equinox)
Staff interface now allows for Single Sign-On through SAML and Shibboleth. Configuration includes new library settings.
Library Group OPAC Visibility
(Release Notes) (Documentation)
Sponsor: NOBLE | Developer: Jane Sandberg
New Library groups can now be set to visible or not for the OPAC by using a check box in the Library Group admin screen. Pre-existing library groups will automatically continue to be visible in the public catalog.
Item Status Display Title Information in order presented in MARC record (245 $n and $p subfields)
(Release Notes)
Developer: Jane Sandberg
$n and $p subfields will now display in the correct order in Item Status as they are specified in the 245 field.
Accessiblity Metadata Search and Display Support
(Release Notes)
Sponser: BCLC | Developers: Stephanie Leary and Mike Rylander (Equinox)
Provides support for searching and displaying the MARC 341 field, accessibility metadata terms, and 532, accessibility notes. These have been added to OPAC bib record templates as well as an advanced search filter group for terms based on the 341 subfields $a, $b, $c, $d, and $e. Includes seed data for accessibility record attribute definitions/coded value map entries.
(Release Notes)
Developer: Jane Sandberg
$n and $p subfields will now display in the correct order in Item Status as they are specified in the 245 field.
Accessiblity Metadata Search and Display Support
(Release Notes)
Sponser: BCLC | Developers: Stephanie Leary and Mike Rylander (Equinox)
Provides support for searching and displaying the MARC 341 field, accessibility metadata terms, and 532, accessibility notes. These have been added to OPAC bib record templates as well as an advanced search filter group for terms based on the 341 subfields $a, $b, $c, $d, and $e. Includes seed data for accessibility record attribute definitions/coded value map entries.
Shelving Location Added to Hold Policies
(Release Notes)
Developer: Chris Sharp, GPLS
Shelf location is now a part of hold policies and hold policy weights, allowing for users to set hold placement options using item location.
Nonrefundable Payment Types
(Release Notes) (Documentation)
Sponsor: Kenton County Public Library | Developer: Mike Rylander (Equinox)
New Global Flags are now available to identify payment types that should be considered unrefundable:
(Release Notes)
Developer: Chris Sharp, GPLS
Shelf location is now a part of hold policies and hold policy weights, allowing for users to set hold placement options using item location.
Nonrefundable Payment Types
(Release Notes) (Documentation)
Sponsor: Kenton County Public Library | Developer: Mike Rylander (Equinox)
New Global Flags are now available to identify payment types that should be considered unrefundable:
- Money: Enable to allow account adjustments to be refundable to patrons
- Money: Enable to allow forgive payments to be refundable to patrons
- Money: Enable to allow work payments to be refundable to patrons
- Money: Enable to allow credit payments to be refundable to patrons
- Money: Enable to allow goods payments to be refundable to patrons
- Money: Enable to allow credit card payments to be refundable to patrons
- Money: Enable to allow cash payments to be refundable to patrons
- Money: Enable to allow check payments to be refundable to patrons
- Money: Enable to allow debit card payments to be refundable to patrons
Staff Catalog Org Unit Visibility
(Release Notes)
Sponsor: NOBLE | Developer: Jane Sandberg
Organizational Units can now be set to visible or invisible in the staff catalog. The setting can be found under any organizational unit in the "Organizational Units" screen under System Administration.
Shelving Location Groups Selectable in Staff Catalog Library Selector
(Release Notes) (Doumentation)
Sponsor: NOBLE | Developer: Jane Sandberg
Shelving Location Groups are now included in the Library Selector when searching the staff catalog to provide a search experience already available in the opac to patrons.
(Release Notes)
Sponsor: NOBLE | Developer: Jane Sandberg
Organizational Units can now be set to visible or invisible in the staff catalog. The setting can be found under any organizational unit in the "Organizational Units" screen under System Administration.
Shelving Location Groups Selectable in Staff Catalog Library Selector
(Release Notes) (Doumentation)
Sponsor: NOBLE | Developer: Jane Sandberg
Shelving Location Groups are now included in the Library Selector when searching the staff catalog to provide a search experience already available in the opac to patrons.
Bootstrap KPAC Redesign
(Release Notes)
Developer: Terran McCanna (PINES)
For the Kids’ Catalog, the Bootstrap version is now accessible, mobile compatible, and translatable. Old XML config file has been removed with a new staff client interface put in place.
(Release Notes)
Developer: Terran McCanna (PINES)
For the Kids’ Catalog, the Bootstrap version is now accessible, mobile compatible, and translatable. Old XML config file has been removed with a new staff client interface put in place.
Various Miscellaneous Topics
See details in the Release Notes
See details in the Release Notes
- Various performance improvements to Angular Record Buckets (Bug 2098043, Bug 2098407, and Bug 2098117)
- Allow administrators to edit and delete statistical category entries. (Bug 1752367)
- Customizes state, event, and next status fields in the Angular Item Alert Types Administration screen (Bug 2013792)
- Adds Library setting to hide Clear These Holds. (Bug 1961534)
- Angular patron notes dialog now includes staff initials field, requires a title, and allows notes with title and no text. (Bug 2116206)
- Adds Hold Groups support to the Angular Staff Catalog. (Bug 1918183)
- Adds a local admin interface for User Change History. (Bug 1902937)
- Evergreen New Feature Review Guide (3.15)
October 2025 - 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 3.15
Recording of Spotlight on Evergreen 3.15 webinar (with slides) - February 2026 - 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.
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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: 3.16 Checklist
PDF version of the consolidated checklists for printing: 3.16 Checklist
|
Module
|
Feature
|
Default Availability
|
|---|---|---|
| Administration |
Addition of Permissions to set Hard Due Dates |
Available after upgrade for optional utilization |
| Administration | Quipu eCARD and eRENEW integration | Requires additional configuration and third-party integration |
| Administration | Single Sign-On for Staff Interface | Requires additional configuration |
| Administration | OPAC Visibility setting for library groups | Available after upgrade for optional utilization |
| Cataloging | Item Status Display Title Information in correct order | Available by default |
| Cataloging | Searchable Accessibility Metadata | Available after upgrade for optional utilization |
| Circulation | Hold Policies now cover Self Locations | Available after upgrade for optional utilization |
| Circulation | Flags to set nonrefundable payment types | Available after upgrade for optional utilization |
| Client | Organization Unit visibility can be set for staff client | Available after upgrade for optional utilization |
| Client | Shelving Location Groups available in Staff Catalog Search | Available after upgrade for optional utilization |
| OPAC | KPAC redesigned for Bootstrap | Requires additional configuration |
| Administration | Admins can edit and delete statistical category entries | Available after upgrade for optional utilization |
| Administration | Additional editable fields in Angular Item Alert Types Admin | Available after upgrade for optional utilization |
| Administration | Library Setting to hide “Clear These Holds” | Available after upgrade for optional utilization |
| Administration | User Change History now has local admin interface | Available after upgrade for optional utilization |
| Circulation | Angular Patron notes dialog changes | Available by default |
| Client | Hold Groups now supported by the Angular Staff Catalog | Available after upgrade for optional utilization |
| Client | Various Angular Record Bucket performance improvements | Available after upgrade for optional utilization |
See Release Notes for full list of Miscellaneous enhancements included in the 3.15 release.