Evergreen Development Roadmap
These are highlights of high-level, outward-facing developments implemented or planned for Evergreen. From 1.2 forward, each historical section below links to corresponding release notes with full details about new and improved features, bug fixes, and technical improvements. It is intended to help Evergreen stakeholders plan for the future, but it is fluid and subject to change as the community's needs evolve.
Release Process
The Present
Release 3.14 (late 2024)
Release Team:
Ruth Davis (Evergreen Community Development Initiative)
Jason Stephenson (C/W MARS)
Josh Stompro (Lake Agassiz Regional Library)
Jessica Woolford (Bibliomation)
Release Schedule
Weekly on Mondays - Collaborative Code Review sessions (11am Pacific/2pm Eastern on
zoom)
2024-08-26 - Bug squashing week (26th - 30th)
2024-09-18 (We) - Feature Slush
2024-09-24 (Tu) - Feature Freeze / String Freeze / Translation String Slush
2024-09-27 (Fr) - Translation String Freeze
2024-10-01 (Tu) - 3.14-beta Release
2024-10-07 - Feedback Fest (7th-10th)
2024-10-14 (Mo) - Pre-RC Translation String Freeze
2024-10-16 (We) - 3.14-rc Release
2024-10-22 (Tu) - 3.14.0 Release
Evergreen 3.14 Roadmap
The Future
Release 3.15 (Spring 2025)
Release 4.0 (Autumn 2025)
The Past
Release 3.13 (June 2024)
Release Team:
Blake Graham-Henderson (MOBIUS)
Bill Erickson (KCLS)
Shula Link (PINES)
Stephanie Leary (Equinox)
Andrea Buntz Neiman (Equinox)
Release Schedule
Weekly on Mondays - Collaborative Code Review sessions (11am Pacific/2pm Eastern on
zoom)
2024-03-18 - Bugsquashing week (18th - 22nd)
2024-04-25 (Thu) - Hackfest at Conference (testing, bugfixing, merging)
2024-05-03 (Fri) - Feature Slush (any features intended for this release should be finished & pullrequested)
2024-05-10 (Fri) - Feature Freeze / String Slush (no more feature merges after this date; minimize string changes)
2024-05-13 (Mon) - String Freeze (translation export - don't change "words" in your patch)
2024-05-15 (Wed) - Beta Release (release contains all 3.13 features & most bugfixes)
2024-05-22 (Wed) 2024-05-30 (Thurs) - Release Candidate (build of the final release for testing; no non-critical patches after this point) [delayed due to Launchpad translation issue]
2024-05-29 (Wed) 2024-06-06 (Thurs) - Final Release - 3.13.0
Evergreen 3.13 Roadmap
Release 3.12 (Dec 2023)
Release Team:
Andrea Buntz Neiman (Equinox)
Michele Morgan (NOBLE)
Terran McCanna (PINES)
Ruth Davis (Evergreen Indiana / ECDI)
Garry Collum (Kenton)
Jane Sandberg (independent)
Stephanie Leary (Equinox)
Steven Mayo (PINES)
Release Schedule
Evergreen 3.12 Roadmap
Weekly on Mondays - Collaborative Code Review sessions (11am Pacific/2pm Eastern on
zoom)
2023-10-23 - Hackaway
2023-11-01 - Feature Slush
2023-11-06 - Feedback Fest Week
2023-11-13 - Feature Freeze
2023-11-15 - 3pm Eastern / 12pm Pacific: Beta Release tutorial and party, featuring Galen Charlton
2023-12-06 - Release Candidate and String Freeze
2023-12-13 - Final Release
Release 3.11 (May 2023)
Release Team:
Jason Boyer
Blake Graham Henderson
Michele Morgan
Release Schedule
2023-02-27 - 2023-03-03: Bug Squashing Week - Bring out your big changes!
The March of Progress
2023-04-21:
Feature Slush - features that are
close should be finished
ASAP or wait for the next release
2023-04-26 - 2023-04-29: 2023 Evergreen Conference - Good things can happen when devs get together!
2023-05-03: Feature Freeze / String Slush - rel_3_11 branch is created, no more major changes to translatable strings
2023-05-08: 2023-05-12 - Feedback Fest - Fix any lingering beta problems, feedback / testing for 3.next
2023-05-17: Beta 1 Release - Test all of the things!
2023-05-22: Release Candidate and String Freeze - No more changes to translatable strings in rel_3_11
2023-05-30: 3.11 Release
Evergreen 3.11 Roadmap
Release 3.10 (November 2022)
Release Schedule
2022-09-26 - Feedback Fest Week
2022-10-21 - Feature Slush
2022-10-24 - Hackaway
2022-10-27 - Feature Freeze
2022-10-31 - Bug Squashing Week
2022-11-01 - Beta Release
2022-11-07 - Release Candidate and String Freeze
2022-11-14 - Final Release
Evergreen 3.10 Roadmap
Release 3.9 (April 2022)
Release Schedule
2022-03-14 - Feedback Fest Week
2022-03-21 - Feature Slush and Cleanup Week 1 (contributors finish up features after FF)
2022-03-30 - (AM) Feature Freeze and String Slush
2022-04-01 - (AM) Beta 1 Release
2022-04-04 - Bug Squashing Week
2022-04-11 - Cleanup Week 2 (committers/RMs continue BSW work)
2022-04-20 - Release Candidate and String Freeze
2022-04-27 - Final Release
Evergreen 3.9 Roadmap
Release 3.8 (October 2021)
Release Schedule
2021-08-09 - Feedback Fest Week
2021-09-15 - Feature Slush
2021-09-17 - Beta 1 Release
2021-09-20 - Bug Squashing Week
2021-09-27 - Early AM Feature Freeze
2021-09-28 - Beta 2 Release
2021-10-13 - Release Candidate
2021-10-20 - Final Release
Evergreen 3.8 Roadmap
Release 3.7 (March 2021)
Release Schedule
2021-02-08 - Feedback Fest Week
2021-03-10 - Feature Freeze
2021-03-12 - Beta 1 Release
2021-03-15 - Bug Squashing Week
2021-04-07 - Release Candidate
2021-04-14 - Final Release
Evergreen 3.7 Roadmap
Release 3.6 (October 2020)
Release Team (coordinating, encouraging, prodding):
Galen Charlton
Jason Boyer
Terran McCanna
Michele Morgan
Build Master Team (creating the releases):
Release Schedule
2020-08-17 - Feedback Fest Week
2020-09-08 - Feature Slush
2020-09-14 - Feature Freeze
2020-09-16 - Beta 1 Release
2020-09-21 - Bug Squashing Week
2020-09-30 - Beta 2 Release
2020-10-07 - Release Candidate
2020-10-14 - Final release
Evergreen 3.6 Roadmap
Release 3.5 (March 2020)
Release Managers (coordinating, encouraging, prodding):
Bill Erickson
Chris Sharp
Build Master Team (creating the releases):
Evergreen 3.5 Roadmap
Release 3.4 (October 2019)
Release Manager (coordinating, encouraging, prodding):
Build Master Team (creating the releases):
Evergreen 3.4 Roadmap
Release 3.3 (March, 2019)
Release Manager (coordinating, encouraging, prodding):
Build Master Team (creating the releases):
Evergreen 3.3 Roadmap
Release 3.2 (October, 2018)
Release Manager (coordinating, encouraging, prodding):
Build Master Team (creating the releases):
Evergreen 3.2 Roadmap
Release 3.1 (March, 2018)
Release Manager (coordinating, encouraging, prodding):
Build Master Team (creating the releases):
Evergreen 3.1 Roadmap
Release 3.0 (October, 2017)
Release Manager (coordinating, encouraging, prodding):
Build Master Team (creating the releases):
Bill Erickson
Blake Henderson
Jason Stephenson
Dan Wells
Evergreen 3.0 Roadmap
Related Links
Release 2.12 (March, 2017)
New experiment: Release Manager + Build Masters (learn more)
Release Manager (coordinating, encouraging, prodding):
Build Master Team (creating the releases):
Galen Charlton
Blake Henderson
Evergreen 2.12 Roadmap
Release 2.11 (September, 2016)
New experiment: Release Manager + Build Masters (learn more)
Release Manager (coordinating, encouraging, prodding):
Build Master Team (creating the releases):
Evergreen 2.11 Roadmap
Release 2.10 (March, 2016)
Release 2.9 (September, 2015)
Release 2.8 (March, 2015)
Release 2.7 (September, 2014)
Release 2.6 (April, 2014)
Release 2.5 (November, 2013)
Release 2.4 (May, 2013)
Release Manager: Mike Rylander
View the initial Release Notes for 2.4.
Release 2.3 (September, 2012)
Release Manager: Bill Erickson
View the initial Release Notes for 2.3.
Replace Xulrunner with latest version.
Addition of new KPAC (Kid's Catalog)
Simplified Holds Pull List
AND MORE!
Release 2.2 (June, 2012)
Release Manager: Lebbeous Fogle-Weekley
View the initial Release Notes for 2.2.
The Template Toolkit OPAC (TPAC) is now included as a replacement for the Basic Catalog functionality.
Searching of Copy Location Groups
Authentication Proxy
New views for reporting sources
Release 2.1 (October, 2011)
View the full Release Notes for 2.1.
Staff client - automated updates (Thomas Berezansky)
Staff client - automated build of Windows and Linux packages, and Firefox extension (Thomas Berezansky)
Hold-driven recalls - enables a library to set a threshold loan period such that, if another patron places a hold on a circulating item that has a loan period longer than that threshold, then the due date will automatically be shortened, new circulation rules can be applied (allowing larger fines, etc), and the patron currently holding the item will be notified via email that their item now has a new due date because someone else needs the item (Dan Scott)
Monograph parts - ability to distinguish between distinct parts of a bibliographic record, such as the individual DVDs in a TV season collection, or the individual volumes of an encyclopedia (
Mike Rylander)
Conjoined Items (previously called
Multi-homed items and
bound-with items) - ability to link multiple bibliographic records to a single barcoded item, such as an e-reader with hundreds of books loaded on it, tête-bêche documents, bound volumes, etc (
Mike Rylander)
Release 2.0 (January, 2011)
View the full Release Notes for 2.0.
Acquisitions
Federated Z39.50/Evergreen Bibliographic Search
Basic Fund, Provider, Funding Sources, and Picklist management interfaces
Support for loading vendor order records for creating POs
Purchase order creation from selected items
Initial receiving interfaces
Rich permissions infrastructure
Support for manual creation of brief bibliographic order records
Serials checkin (prediction)
Distribution patterns
Automatic claiming
Support for EDI ordering and acknowledgment
Serials - paper and electronic serials prediction and check-in
Outbound Asterisk (telephony) support
Improved in-database indexing
Improved search query language
Truncation (wildcard) searching
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-
-
-
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Tabs for circulation history and holds/transit information on Item Status display
Library-specific hold shelf expired settings
Library-specific courier code settings
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Search, create, edit, merge, and delete authority records
Authority record updates propagate to linked bibliographic records
Improved Staff Client build system
-
Improved control over automatic print settings
Work log (Customizable logging of staff actions)
More language sets: Arabic, German, Hungarian, Occitan, Hebrew, Turkish
AND SO MUCH MORE!
Release 1.6 (November, 2009)
Evergreen Version 1.6.0.0 released November 10, 2009
View the full Release Notes for 1.6.0.0.
Highlights:
New events and notification framework - An entirely new subsystem for automatically running arbitrary, user-defined reaction code when presented with an ILS event defined by the user. Notifications, delayed actions, acquisitions, and many other systems will make use of this new infrastructure. (templates based on Perl's
Template Toolkit)
Added “insert copy above” (CTRL-up) and “insert copy below” (CTRL-down) functionality to MARC Editor
Serials summary display in the OPAC, as well as summary editing in MARC Format for Holdings Data within the staff client.
Acquisitions Preview includes a sneak peek at the preliminary work for manual funding management, PO creation, cataloging and receiving processes. These are functional but are not intended for insertion into current workflows. This feature was specifically included to solicit feedback from the community on this important feature
Formal support for Postgresql 8.3
Located URIs – adding an 856$9 containing the short name of a location will restrict search and display of entirely electronic records (those with no physical copies) to the location named
Dojo profile build specific to Evergreen, increasing load speed dramatically for the OPAC and Staff Clients
BibTemplate OPAC templating – Any field from any version of a record that Evergreen can deliver, with or without embedded holdings, is now available for display using a simple template language which is further extended with basic JavaScript
SRU and Z39.50 searches can now be scoped to specific locations
Z39.50 now supports a holdings record format
Staff Client interfaces for defining circulation and hold policies from the Admin menu
More flexible and configurable layouts for many Staff Client interfaces such as buttons for common functions and the ability to choose how you wish to display some information
Many new server configuration interfaces for functions such as circulation policies, hold policies, and notifications
Formal support for IE8
Added time granularity display to Patron Items Out screen in the Staff Client. “Due time” now displays along with due date
RefWorks export capability
Ability to import holdings via the standard Record Importer (Vandelay)
Google Book Preview support as added-content
Release 1.4.0 (January, 2009)
See: 1.4.0 Feature List
Improved administrative interfaces for defining organizations and permissions
Internationalization and localization
Multi-source Z39.50 search for staff
Pre-overdue (reminder) notices
SRU/Z39.50 server
Publication date filtering in advanced search
Preferred-language setting at both system and organizational level for search results
Web-based batch record importer/exporter (version 1.0)
Release 1.2.3 (August, 2008)
See: 1.2.3 Feature List
Web (non-SIP) self-check (note: Evergreen has supported SIP2 self-check since its first release)
Ability to set percent of purchase price as maximum fine, up to 100%
Shelving-location filters in advanced search
Configuration parameters for adjusting the new search back-end
A Reset Form button for Advanced Search
Support for XML-only Z39.50 servers, such as MARCXML-backed Zebra installations
Release 1.2.2 (April, 2008)
See: 1.2.2 Feature List
Advanced search syntax improvements
Freeze/unfreeze hold requests (manual or time-based) for staff and patrons
Improved search performance in catalog for very common terms
Soft/hard hold boundaries for defining dynamic or strict hold ranges
Sorting/available filter for search bar in catalog
Added option for checkout thresholds by item type
Release 1.2.1 (December, 2007)
See: 1.2.1 Feature List
Non-monetary payments enabled (payment by goods, such as canned foods, barter, etc.)
Numerous interface improvements for circulation and cataloging
More improvements to installation and configuration
Release 1.2 (October, 2007)
See: 1.2 Feature List
(1.2 was the first major release with substantial contributions from volunteer contributors)
Release 1.0.1 (October, 2006)
(First public release of the software)
Release 1.0 (September, 2006)
(The release that accompanied the PINES roll-out of Evergreen to hundreds of libraries in PINES, a resource-sharing network provided by the Georgia Public Library Service)
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Inventory management
SIP enhancements (self-check fines, fees, renewals)
Reporting interface redesign
Authority editor
Automated title recommendations
Batch action on search results
ID-based authority-linking
Kids' PAC
Library Map (from PAC to book)
User ratings
User reviews
User tagging
Resources