Evergreen Version 3.15 New Features

Hold reset reasons allow staff to see when and why a hold request has been reset. Reset reasons are generated any time a hold has been reset, whether that’s a manual reset from a staff member (i.e.: Retarget Hold, Find Another Target) or automatically because a hold has reached the hold retarget interval.

To locate the hold reset entry:

There is a new holdings template editor available. To access it, go to Adminstration → Local Adminstration. The older holdings template will be listed under Holdings Template Editor (Legacy). The new one will now be Holdings Template Editor.

The new templates list will look like this.

Clicking Create Template will open the new template in a new tab.

For instruction on creating a new holdings template, click here.

The Item Attributes tab within the Holdings Editor looks very different but contains the same information.

Click here for instructions on using the holdings editor.

As of the Evergreen 3.15 update, parts are required when an item is added to a bibliographic record with other items having parts.

For example, a bibliographic record for a DVD set has items with the part “boxed set.”

When a library wants to add their own item to the record, the part field is marked red, indicating a part is required. The buttons for Apply All & Save and Apply All, Save & Exit are inactive. The item cannot be created.

Once a part has been assigned, the part label is marked green, the button becomes active and the item can be saved.

More options are now available in Search Preferences when searching the Staff Catalog.

The form now includes:

Record buckets now has a new layout and certain actions will be in different areas. Record buckets has a landing page or sometimes known as a "bucket list" page.

In the bucket list page, you can favorite buckets by clicking on the star icon (you might need to refresh the page after toggling it to see the change). This will be helpful if you work on particular buckets often. Adding a favorite star onto the bucket will also ensure it will be within the staff catalog’s new Buckets tab when you search the catalog.

To create a carousel, click on Actions and Create Carousel from Bucket after checking off a bucket from the list. The bucket list screen is the only place you’ll be able to choose this option.

To share a bucket directly with another staff member, you can click on Actions and Share Bucket or the little person icon all the way to the right of the selected bucket.

When sharing buckets, you can search for the staff member you want for editing or viewing permissions into the bucket. Please don’t use the Libraries tab.

Click Add Users to bring up the patron search form to find a staff member.

Added users will be in the share form. To remove a user, select a checkbox next to the staff account and click Remove Users then Update Bucket Sharing.

You can click on Shared with Others to get a list of buckets directly shared with other staff member. And Shared with Me is a shortcut to show buckets that are shared with you directly.

There’s a widget to do a quick CONS level keyword search in the staff catalog in the upper-right hand corner. If you use the widget in the bucket list, the search will appear in a new tab. If you use the widget in the content view of the bucket, then it’ll search within the same tab.

You can still add to buckets with the same options present in the current version of Evergreen. You can individually choose items by selecting Add to Bucket next to the search result in the list or do so through basket actions.

In this update, there is now a Buckets tab in the Facets of the catalog. To have this appear, make sure that Show Facets button is selected.

Here you can add selected items in the search results to favorite or recent buckets. Hover over the bucket you want to add to, and an Add (# Number of Search Results Selected) option.

Lastly, you can click on the title of the bucket within the Buckets tab to quickly get to that bucket’s content page.

The typical actions for managing bucket contents will be here such as removing items, moving item to a different bucket, and exporting records.

A new dropdown menu will now allow you to view Evergreen in light or dark mode.

Click the sun icon in the upper-right hand corner of the screen next to your username and workstation.

By default Evergreen will use Auto to match your computer’s Windows settings, but you can switch to Dark to reverse the staff client to a dark background and light colored text.

The icon will turn into a moon once Dark is select. Light will bring the client to the usual light mode.