2026-03-11: Spotlight on Evergreen 3.16
New Features in Evergreen 3.16
Join us for an equinoxEDU: Spotlight session on New Features in Evergreen 3.16!
We will cover some of the exciting new features in Evergreen 3.16 including an updated kid’s PAC (KPAC), searching and displaying accessibility metadata from MARC bibliographic records, an overview of single sign-on for library staff, several public & staff interface updates, and more. This session will help you get the most out of Evergreen with the latest features. Don’t miss it!
- Presenter: Andrea Buntz Neiman, Project Manager for Software Development
- When: Tuesday, March 11, 2026 from 1:00pm - 2:00pm ET
- Register here: https://attendee.gotowebinar.com/register/6441526707901024092
Connect with equinoxEDU to expand your open source education! We regularly host live events on a variety of topics related to open source technologies and new innovations and standards in libraries, archives, and museums. The equinoxEDU offerings range from one-hour free spotlight webinars to longer more detailed fee-based tutorial and workshops designed for smaller groups. Join us for an upcoming event or contact us to schedule new training opportunities for your library today!
- equinoxEDU: Spotlight events provide quick educational opportunities for library professionals. These one hour webinars provide overviews of topics related to open source software in libraries. Spotlight webinars are free and open to all!
equinoxEDU: Tutorial events provide a chance for library professionals to take a comprehensive look at a particular component of their open-source software or to follow an Equinox Trainer on a deep dive into a particular theme.
equinoxEDU: Workshop events provide an opportunity to gain in depth knowledge about a specific topic without the structure of a full training program. Work with an Equinox Trainer and your fellow equinoxEDU: Workshop attendees to learn a new skill today!
Equinox is proud to provide services for Evergreen, Koha, Fulfillment, CORAL, SubjectsPlus, VuFind® and Aspen Discovery. Each page in this guide contains material from previous equinoxEDU events in addition to staff presentations related to the products we support and associated open source communities.
If you have suggestions for equinoxEDU topics or would like to discuss training for your library, contact us at training-events@equinoxOLI.org.
Please send any questions or inquiries to:
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
| For more Evergreen resources, see the equinoxEDU Evergreen Training Materials Portal. |
| Spotlight on New Features in Evergreen 3.15 In this recorded spotlight, we cover some of the exciting features in Evergreen 3.15, including updated Item Alerts, Notes, and Tags, new RESTful API tools, and lots of accessibility improvements. This session will help you get the most out of Evergreen with the latest features.
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| New Features in Evergreen 3.14 and 3.15 A conference presentation on the new features in Evergreen 3.14 and 3.15! A light-hearted showcase of the highlighted new features rolled out for 3.14 and 3.15.
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| Spotlight on New Features in Evergreen 3.13 An equinoxEDU: Spotlight session on New Features in Evergreen 3.13! Evergreen version 3.13 was released in June 2024 and features new interfaces for the enhanced MARC editor and Reports. In addition to Reports, several other interfaces were ported to the Angular web framework including Invoices, Claims, and Z39.50 searching. We also highlight numerous accessibility improvements that you won’t want to miss!
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Age Hold Protection: Is It time to Rethink This? A presentation given focusing on age hold protections. This conversation discusses how it all functions as well as ways to make the process more effiicient and effective for fulfilling holds!
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| Sharing Data Securely A presentation on how to protect patron privacy and library records held within Evergreen! This discussion highlights the techniques needed to get data to a third-party while keeping everything else secure.
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| An Overview of Notices for Local Admins A presentation given about how notices work from the perspective of Local Admins! Summarizing how notices work down to their action triggers and outputs, this presentation is great for local admins and those completely new to notices entirely alike.
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| Spotlight on Tips and Tools for Evergreen: Making Your Daily Work Easier A spotlight on small Evergreen things that can make a big difference! Evergreen ILS is full of a variety of useful features and tools. In the busy world of daily library work, it can be hard to find time to explore and test all the things the system can do. We talk about tips for all staff and tools for catalogers and administrators.
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| Inclusive Cataloging: One Step at a Time A discussion by members of Evergreen consorita on how to make their catalogs more inclusive! Dive into tips and info about taking on projects such as this in Evergreen.
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Building a Better Reporter Through Community Collaboration A presentation on the history of the reporter module for Evergreen! See how the reporter has evolved and get some highlights on new features that were rolled out for it.
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Spotlight on the New Angular Interface for Evergreen Reports A spotlight some of the features in the much-anticipated upgrade of the Advanced Reports interface. We touch on user experience improvements in navigation and functionality, such as the ability to sort and filter on template search results and viewing all report definitions tied to a single template. We also take a look at some changes in the implementation of more advanced features such as nullability. This spotlight is for both new and experienced users.
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| Spotlight on New Features in Evergreen 3.12 An equinoxEDU: Spotlight on New Features in Evergreen! Celebrate Leap Day with a leap into the latest version of Evergreen! Version 3.12 made its debut in December 2023, and includes great new features like a new added content tab in the staff catalog and several upgraded interfaces. Version 3.12 was also important in terms of community process, as it involved many newer committers and release team members. We're proud to have grown the community and even prouder these people were willing to leap in to the build process!
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| Tutorial on Batch Loading Records in Evergreen A Tutorial on Batch Loading MARC Records in Evergreen! This webinar provides a deep dive into the MARC Batch Import tool in Evergreen. Topics include the configuration of import profiles, such as merge profiles, holdings import profiles, and record match sets. Various workflows also are covered, including importing and overlaying bibliographic records, holdings records, and the options for importing and overlaying acquisitions records and items. Come join us to learn all about importing records in Evergreen.
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A Tutorial on the Booking Module in Evergreen! Does your library allow patrons to reserve scheduled time to use rooms, equipment, or other materials? Evergreen’s Booking module allows staff to easily create and track reservations for bookable resources at the library. Come learn how to create bookable materials and manage the reservation process in Evergreen!
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A Tutorial on Patron Account Management in Evergreen! This live webinar focused on creating and managing patron accounts in the Evergreen ILS. Topics included in depth review of the patron registration form and patron account, including configuration options and functionality. Come learn more about managing and optimizing patron accounts in Evergreen!
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| Spotlight on New Features in Evergreen 3.10 and 3.11 An equinoxEDU: Spotlight on New Features in Evergreen! In this webinar we highlight some of the newest features in versions 3.10 and 3.11 of Evergreen. Whether you are new to using Evergreen or an experienced user – come learn about what is new in Evergreen!
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| Spotlight on 2023 Evergreen Development Projects A spotlight of 2023 development plans! Equinox and our development partners have been working on a lot of exciting Evergreen projects lately! Several new features, accessibility improvements, and revamped interfaces are all on the schedule for 2023. Please join us as we preview some of what our developers are working on for future releases.
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| Spotlight on Evergreen 3.9 A spotlight on some of the newest features in version 3.9 of Evergreen. Topics include a look at the new Simple Reports interface, a new cover image uploader, and customizable options for the staff portal page.
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Workshop on Evergreen Reports (Basic) A workshop where we introduced the basics of working in the Reports module in the Evergreen ILS. We began with basic information about how Evergreen works as a database, how information is stored, and what goes into making reports. During the session, we worked together to run, clone, and modify existing templates.
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| Spotlight on Evergreen 3.8 A spotlight on some of the newest features in version 3.8 of Evergreen. Topics include a look at the rewrite of the Acquisitions Administration Interfaces, updates to the Holdings Maintenance & Item Attributes Editor, and Consolidated Patron Notes, Alerts, and Messages.
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| Workshop on Evergreen Reports (Beyond the Basics!) An equinoxEDU: Workshop session on Evergreen Reports - Beyond the Basics! In this workshop, we moved beyond the basics of working in the Reports module to expand into more advanced reporting examples and suggestions for customizing your Evergreen reports to help you create a solid reporting structure for achieving successful results. We offered guidance on how to avoid pitfalls and incomplete results in reporting.
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Workshop on Evergreen Reports (Basic) An equinoxEDU: Workshop session on Evergreen Reports! In this workshop, we introduced the basics of working in the Reports module in the Evergreen ILS and facilitated a learning experience with ample opportunity for active participation. We began with basic information about how Evergreen works as a database, how information is stored, and what goes into making reports. During the session, we worked together to run, clone, and modify existing templates.
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Spotlight on Evergreen 3.7 A spotlight highlighting some of the newest features in version 3.7 of Evergreen and updates from recent releases. Topics include a look at Library Groups, Hold Groups, Patron Hold Notification options, and the new "Did You Mean?" Single Word Search Suggestions functionality.
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| Spotlight on the Evergreen Booking Module A spotlight on the Booking module in Evergreen! The Booking module facilitates reservations for library resources such as meeting rooms, equipment, and cataloged materials. This webinar provides an overview of how to configure the Booking module for use and will walk through workflow examples. Both interface and functionality enhancements have been added to the module—join us to see Booking in Evergreen!
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| Spotlight on Evergreen 3.6 This spotlight covers new features in Evergreen 3.6 including the new staff catalog, the new Course Reserves feature, and how to identify and manage unfillable holds.
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Training Video Library
Evergreen ILS Patron Tutorials - Playlist
Evergreen ILS Patron Billing - Playlist
Evergreen ILS Holds - Playlist
Evergreen ILS Circulation - Playlist
Evergreen ILS Curbside - Playlist
Evergreen ILS Admin - Playlist
Evergreen ILS Cataloging - Playlist
Evergreen ILS Reports - Playlist
Evergreen ILS Acquisitions - Playlist
Evergreen ILS Authorities - Playlist
Evergreen ILS Serials - Playlist
Evergreen ILS Patron Tutorials - Playlist
Evergreen ILS Patron Billing - Playlist
Evergreen ILS Holds - Playlist
Evergreen ILS Circulation - Playlist
Evergreen ILS Curbside - Playlist
Evergreen ILS Admin - Playlist
Evergreen ILS Cataloging - Playlist
Evergreen ILS Reports - Playlist
Evergreen ILS Acquisitions - Playlist
Evergreen ILS Authorities - Playlist
Evergreen ILS Serials - Playlist
| For more Koha resources, see the equinoxEDU Koha Training Materials Portal. |
| The Impact of AI on Libraries A koha-US 2025 Conference presentation on the challenges AI brings to library software. Focusing specifically on web-based software, this presentation dives into the issues that may appear and how to mitigate disruptions.
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| Spotlight on Recent Koha Highlights and Features (Koha 23.11) Koha is an open source ILS with a very active community. The last two major releases had a combined total of 19 new features, 569 enhancements, and 1,102 bugfixes! With all those new features, improvements, and patches, it can be hard to keep up with the latest Koha news. In this Spotlight, we help you understand some of the biggest changes so you can continue to get the most out of your ILS.
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| Spotlight on the Koha Household Module The Housebound module helps facilitate home delivery services to provide accessible library services to your patrons. This webinar provides an overview of how to configure the Housebound module, including how to manage deliverers and selectors for home delivery materials.
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| Spotlight on Koha 20.11 An equinoxEDU: Spotlight session on new features in the Koha ILS! In this webinar, we highlight some of the newest features and enhancements to Koha's Cataloging, Circulation, Acquisitions, and Course Reserves modules.
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| For more Aspen resources, see the equinoxEDU Aspen Discovery Training Materials Portal. |
| Workshop: Building Branded LiDA A workshop centered on how to build, distribute, and update your own branded LiDA app. Information provided centers on how to get a dedicated enviroment running, configure branding, distribute on app stores, and releasing the app.
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| Spotlight on Using Aspen Discovery’s Web Builder for Your Library’s Website A spotlight on the tools in the Aspen system that you can use to build your library’s website! Wehighlight ways to create a seamless experience for patrons, including Web Builder pages and system settings. Whether your current library website is complex or non-existent, we have some tips on how you can maximize what Aspen is doing for your library. This spotlight is for both new and experienced users of the Aspen Discovery Web Builder module.
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| Tree to Forest: Cultivating Aspen Discovery at Different Scales A presentation on implementing Aspen Discovery! Dive into a look at how Equinox supports libraries and integrates Aspen with Evergreen and Koha
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Spotlight on Creating Accessible Themes in Aspen Discovery
A spotlight on the Aspen Discovery layer, looking at creating accessible design choices when setting up your Themes. Whether your library is setting up Aspen for the first time, or you are interested in learning more about creating high contrast or dark mode theme options, this session is for you. We dig into how Aspen Themes can be customized to make your library's catalog a better place for your staff and patrons.
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Spotlight on Aspen Discovery Web Builder
A spotlight on the Web Builder module in Aspen Discovery! Come learn about the types of content you can create within Aspen, including custom web pages to promote library resources, forms to collect feedback and information from the community, and other informational pages, such as a staff directory.
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| Spotlight on Aspen Discovery
A general spotlight on Aspen Discovery! This webinar highlights how this flexible and dynamic open source discovery layer can introduce new ways for library users to interact with your library's resources. See how libraries new to Aspen are using discovery tools to promote materials and to improve the library user experience.
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| Spotlight on Aspen Discovery An equinoxEDU: Spotlight on Aspen Discovery! This webinar highlights how this flexible and dynamic open source discovery layer can introduce new ways for library users to interact with your library's resources. See how libraries new to Aspen are using discovery tools to promote materials and to improve the library user experience.
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Training Resources
Aspen Tutorials - Playlist
Aspen Tutorials - Playlist
| Spotlight on Libraries and the Need for Accessibility in Open Source Software An EquinoxEDU Spotlight about the ongoing accessibility efforts in open source software for libraries. The Spotlight will touch on accessibility work happening in several projects including Evergreen, VuFind®, and CORAL. We talk about how recent and upcoming work on these projects will help libraries conform to the standards set for state and local governments on web and mobile app accessibility. |
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| Spotlight on CORAL User Interface and Accessibility Updates A spotlight on the new user interface (UI) and accessibility improvements for CORAL ERM! CORAL, an open source electronic resources management system, has been undergoing an intensive period of development work. In addition to the first major release since the beginning of the COVID pandemic, a second release is forthcoming with a new look. Much of this work has focused on modernizing the underlying infrastructure to create big improvements to the UI and overall accessibility of the software. |
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| Spotlight on Accessibility in Open Source Projects A spotlight diving into accessibility considerations for library software! We explore the different kinds of assistive technologies and devices used by people with visual, hearing, mobility, speech, and cognitive disabilities. We also review the current state of legislation related to accessible web interfaces and discuss how our approach to user interface design is changing to accommodate a broader spectrum of specialized needs. |
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| Spotlight on Open Source Thanksgiving Spotlight on Open Source Thanksgiving! At Equinox, we're on a mission to provide open source software for libraries of all types all over the world and we want to take time to give thanks for open source communities! In this webinar, we highlight some of our favorite open source products with discussion about how they serve libraries. Open source products we support include Evergreen, Koha, Fulfillment ILL, SubjectsPlus, CORAL Electronic Resource Management, VuFind Discovery, and Aspen Discovery. Join us as we take a peek at each of these products and celebrate recent accomplishments in each of the open source communities. |
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| Spotlight on VuFind Updates A spotlight about recent updates to VuFind! In this webinar, we present an overview of the VuFind discovery interface. We look at enhancements made to VuFind and how your library can enhance discovery services for your patrons. This session is suitable for anyone interested in learning more about using VuFind. VuFind is a user-friendly, customizable, open source discovery layer designed to serve as a replacement for the traditional OPAC by providing faster search functionality while searching and browsing all of a library’s collection, including print and digital collections. |
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| Spotlight on Going Fine Free A spotlight on Going Fine Free in your library! In this webinar, we present a series of considerations for any library contemplating a move to becoming a fine free library. We explore what is involved in implementing a systematic shift to becoming fine free – either permanently or on a trial basis. Without focusing on any specific ILS, we offer suggestions for data review, requirement definitions, roll-out procedures, and the importance of identifying potential exemptions to the application of a new fine free policy. |
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| Spotlight on VuFind Development A spotlight introducing VuFind and a discussion of recent updates to the connection between VuFind and the Evergreen ILS! In this webinar, we present VuFind as a front end for the Evergreen ILS and discuss recent updates made to the VuFind Evergreen ILS Driver by Equinox Open Library Initiative. We look at the implications for the VuFind driver on Evergreen’s approach to managing access to sensitive patron information. This session is suitable for anyone interested in learning more about using VuFind with Evergreen. VuFind is a user-friendly, customizable, open source discovery layer designed to serve as a replacement for the traditional OPAC by providing faster search functionality while searching and browsing all of a library’s collection, including print and digital collections. |
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| Spotlight on Fulfillment Take ownership of your ILL software! Join us for a spotlight on Fulfillment, a fully open source union catalog and resource sharing system. Fulfillment is a modern resource sharing platform that supports the needs of public and academic library consortia, providing intuitive workflows and powerful reporting. This webinar will provide an overview of the ILL workflow in Fulfillment, as well as a discussion of configuration options. |
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| Spotlight on Customer Engagement with Patron Point A spotlight on Patron Point and how it can help your library engage your patrons. Patron Point offers a full marketing pathway for your library, from signing up and onboarding new patrons, to using data to segment your audience, and tips for how to educate them about everything your library has to offer. Also, come learn about Equinox’s plans to provide libraries with a seamless experience via API integration with Patron Point and other third party services. |
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Spotlight on CORAL ERM Say goodbye to your spreadsheets and hello to an open source solution for managing electronic resources in this spotlight on to learn how CORAL ERM can help your library manage electronic resource subscriptions and purchases. This webinar provides an overview of CORAL's modules for managing electronic resources, acquisitions, licensing, vendors, and reporting. CORAL is a great tool for libraries of all types to manage the increasing complexities of electronic resources. |
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| Spotlight on Fulfillment Take ownership of your ILL software in this spotlight on Fulfillment, a fully open source ILL system, which can be used alongside or in connection with any integrated library system. Fulfillment is a modern resource sharing platform that supports the needs of public and academic library consortia. This webinar provides an overview of the ILL workflow in Fulfillment, as well as a discussion of configuration options. |
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Spotlight on SubjectsPlus A spotlight about SubjectsPlus, an open source content management system that provides a user-friendly interface for managing your library's web presence. No coding skills needed! This webinar provides an overview of how SubjectsPlus can be used to create modern web pages for libraries to promote library resources, create unlimited topic and subject guides, and organize video content. Also learn how Equinox offers SubjectsPlus as a hosted solution, providing hosting, installation, and IT services to help libraries implement SubjectsPlus. |
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