Evergreen New Features

3.0 (current version)

  • Web Client
  • 3 Day Courtesy Notice by SMS
  • Copy tags and digital bookplates
  • User Buckets / Batch edit patron records
  • Patron Search from Place Holds
  • "Canceled transit" terminology changed ("abort" replaced by "cancelled')
  • Group Fines display
  • Copy Location URLs
  • Suspend hold with Activate date when placing the hold


  • Alternate Patron Hold Pickup
  • Patron Billing Statement
  • Copy alert improvements (add copy alerts from item status, check in, check out, holdings maintenance; context specific; temporary or persistent)
  • Place Multiple Holds at Once (multiple, duplicate holds for one title for selected patron - such as for bookclub holds.)
  • Notifications column added to Items Out list (overdue notices and courtesy notices)
  • Clickable patron email addresses
  • Catalog search term highlighting
  • Catalog popularity badge display (optional)

Bug fixes

  • Fixes problem logging in from mobile browsers
  • Fixes performance issues with grid tooltips; tooltips will display the full cell contents
  • Holdings - web client remembers most recently selected item template
  • Holdings - adding or editing copies/volumes from Holdings View, the view will automatically refresh to show changes
  • Circulation - merging two accounts will completely purge the non-lead account from the database
  • Show In Catalog action retirned to Item Status grid
  • Staff can delete copy notes
  • Fixes "white screen" issue
  • Allows printing selected rows from Items Out
  • Holdings - fixes issues related to adding volumes and item and volume transfers
  • Fixes issue where deleted records appear ins earch results
  • Patron bills are now color coded by item's status
  • Printing/exporting catalog records


  • Patron acquisition requests
  • Inventory procedures; Update Inventory check in modifier
  • Auto-renewal of loans
  • Emergency closing process; closed dates editor re-designed
  • Patron preferred name; display in patron account in client, in OPAC, and available to receipts
  • Patron name keywords search
  • Browser Client settings and preferences saved to server
  • Catalog baskets - public catalog and staff catalog
  • Batch basket actions - place hold, print title details, add cart to saved list, clear cart; add to bucket staff only
  • Public catalog lists management page
  • Workstation settings stored on server (!!!) - save as user or library

Bug Fixes

  • Hatch deprecated for local data; still recommended for printing
  • Copy template dropdown list now wider to accommodate longer template names
  • Improvements to self-registered/pending patron management


Release date March 2019

  • Privacy waiver - allows other people to use someone else's account for place hold, pick up holds, view borrowing history, check out items; adds note to patron summary, set by staff or patron. does not link accounts, glorified note
  • View bookings/reservations in OPAC (template toolkit setting)
  • Dedicated parent/guardian field; searchable
  • MARC import/export re-design; improved tracking of imports
  • Re-designed staff client catalog view - preview mode can be enabled by library setting, still in development
  • Local Admin > Item Alert Types, Item Alert Suppression ???

Issues 3.3.2

  • Permission APPLY_WORKSTATION_SETTING, example context saving table columns, denied for PLSTECH/Holdings Maintenance [see: https://evergreen-ils.org/documentation/release/RELEASE_NOTES_3_2.html ]
    • Same permission denied dialog also appears when:
      • toggling the show more/show fewer search options in patron search, but search options do display; appears related to stickiness of the search boxes, on starting a new search, expanded options do not persist
      • checking out an item...
      • checkin
      • Printer settings
      • Importing exported receipt templates - individual override for EVERY TEMPLATE
      • Search the catalog - opening from Cataloging menu, refreshing screen - 6 override dialogs open
      • Create new MARC - would expect a different permission denied when logged in as TECH; clicking cancel allows access to the MARC template. Attempt to save triggers CREATE_MARC permission denial
      • Edit Authority Record
      • Workstation Admin - search library, preferred library
  • Check permissions for PLS Custom profiles, ex: CREATE_MARC, REMOTE_Z3950_Query for Super Cataloger
  • Override login saved
  • In Checkout, time options alignment weird
  • Patron > Other Acquisition Patron Requests
    • Permission user.request_create denied PLSTECH
    • Tested with testprefnameuser, confirmation message that request created, request not findable?
  • Acquisition Patron Requests - functionality, permissions, workflows, etc. - ??? Working ???
  • Reprint last receipt - still not working

Documentation updates needed

  • Patron search, reg, and edit
    • Preferred name
    • Parent/guardian field
    • Allow others to use my account (User Settings)
  • Checkout - due time
  • Check in "Update Inventory" checkin modifier
  • Closed dates editor
  • Local Admin > Auto-print settings (3.0)
  • Add holdings (add copies), Holding Template Editor (admin)
  • search the catalog > basket actions, add holdings
  • MARC Import/Export (PLSHQ)
  • MARC Batch edit (PLSHQ)
  • Link Checker (PLSHQ)
  • Stored User Preferrences


Release date October 2019

  • Aged Bilings and Payments
  • Remote patron authentication and retrieval
  • Booking module refresh
  • Improvements to OPAC email/printing
  • RBDigital integration (also other e-resource vendors with open APIs; no suport for Kindle resources/devices as per Amazon policy)
Topic Subject Client, Web Client
Service Evergreen
Documentation type Informational
Year 2012
Includes RT Form? No

Topic attachments
I Attachment Action Size Date Who Comment
jpgjpg Catalog_CatalogHome.jpg manage 92.6 K 26 May 2015 - 13:31 LindsayStratton  
jpgjpg Catalog_GroupByFormatsEditions.jpg manage 215.9 K 26 May 2015 - 13:32 LindsayStratton  
jpgjpg Catalog_MyAccountSummaryExample.jpg manage 151.1 K 26 May 2015 - 13:32 LindsayStratton  
jpgjpg Catalog_SearchResultsListExample.jpg manage 226.8 K 26 May 2015 - 13:32 LindsayStratton  
jpgjpg Catalog_TitleRecordExample.jpg manage 214.0 K 26 May 2015 - 13:33 LindsayStratton  
Topic revision: r14 - 14 Aug 2019 - 13:07:36 - LindsayStratton

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