Evergreen 2.1 Enhancements

Staff Client Enhancements

After downloading this new staff client, it will update automatically in future upgrades! When it connects to the Evergreen server after upgrading to 2.1.0, staff clients will automatically check for updates. If there are updates, the software will automatically download the files that have been updated and replace those files in the existing staff client.

Circulation Enhancements to the Software in 2.1

  • Transfer selected holds to a different title: It is now possible to select multiple holds on a given title and transfer them to a different title. Example: Your library acquires another copy of “Pride and Prejudice and Zombies”, but as it is a new edition it must be cataloged as a new bibliographic record; however, you would like to spread out some of the holds queue from your current edition to the new edition. 

  • Mark patron as exempt from billing collections.

  • Hold-driven recalls: It is now possible to define a loan period threshold (such as 60 days) so that if a hold is placed on an item with a loan period beyond that threshold, the system will automatically shorten the loan period to a specified value; change the fine rules; and send email notification to the person who currently has the item checked-out saying “A hold has been placed on this item, get it back before “. 

  • Grace periods are now stored in the database and set via circulation rules, rather than passed into the fine generation code, and can thus differ between different rules. They are also no longer based on a number of fine intervals, but are instead defined by their own specific interval. This can eliminate problems with closed date interpretation during grace periods.

Cataloguing Module Enhancements to the Software in 2.1

  • Unified copy / call number editor: The default holdings maintenance interface now enables catalogers to edit copies and call numbers on a single screen.

  • Call number prefixes and suffixes: While previous releases of Evergreen supported the automatic prepending or appending of prefixes and suffixes to call numbers based on their shelving location, the functionality was limited primarily to printing spine labels. As of 2.1, you also have the option to assign prefixes or suffixes for individual call numbers; these will be displayed in the public catalog and other interfaces, but prefixes in particular do not affect shelf browsing, which is based entirely on the label.

  • Bibliographic parts: This feature adds the ability to designate specific “part” roles for the items attached to a given bibliographic record, such that a user can place holds on a specific kind of item without limiting it to an individual item. For example, libraries may assign parts to each DVD in a season of a popular TV show; or to individual volumes of an encyclopedia. This feature also introduces “part holds”.

  • Conjoined items: This feature adds the ability to associate a single barcode with multiple bibliographic records, so that the availability of those records is updated based on that copy. For example, libraries may make an electronic reader available for loan that is preloaded with 1000 electronic books; they can add 1000 bibliographic records to the library system and associate them all with a single barcode, so that when the electronic reader is signed out, the availability for all 1000 records changes to “Checked out”.

OPAC Enhancements to the Software in 2.1

  • Spell-checking suggestions are now case-insensitive, to avoid generating terms which would yield the same result set. Since we have disabled the search suggestions (Did you mean ?) in the current OPAC, we will test this functionality on the test server and the OPAC committee will decide whether the suggestions are improved enough with this added functionality to re-instate them.

  • Patrons are guided to select a specific part if they are placing a hold on a bibliographic record that has parts assigned to its copies.

  • Added search functionality for e-Resources (856 subfield 9).

  • Search results will automatically update if there are changes to a bibliographic record while a patron is browsing their results