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 Team:
  • Blake Graham-Henderson (MOBIUS)
  • Bill Erickson (KCLS)
  • Shula Link (PINES)
  • Stephanie Leary (Equinox)
  • Andrea Buntz Neiman (Equinox)

Release Process

• 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) - Release Candidate (build of the final release for testing; no non-critical patches after this point)
• 2024-05-29 (Wed) - Final Release - 3.13.0

Evergreen 3.13 Roadmap

• 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)

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 Team:
  • Jason Boyer
  • Blake Graham Henderson
  • Michele Morgan

• 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 Team (coordinating, encouraging, prodding):
  • Jane Sandberg
  • Michele Morgan
  • Terran McCanna
  • Galen Charlton

• 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 Team (coordinating, encouraging, prodding):
  • Mike Rylander
  • Shula Link
  • Jason Etheridge
  • Michele Morgan

• 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 Team (coordinating, encouraging, prodding):
  • Jason Boyer
  • Galen Charlton
  • Jason Etheridge
  • Michele Morgan

• 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 Team (coordinating, encouraging, prodding):
  • Bill Erickson
  • Galen Charlton
  • Adam Bowling
  • Terran McCanna
  • Michele Morgan

• 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 Team (coordinating, encouraging, prodding):
  • Galen Charlton
  • Jason Boyer
  • Terran McCanna
  • Michele Morgan
• Build Master Team (creating the releases):
  • TBD

• 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 Managers (coordinating, encouraging, prodding):
  • Bill Erickson
  • Chris Sharp
• Build Master Team (creating the releases):
  • TBD

Evergreen 3.5 Roadmap

• Release Manager (coordinating, encouraging, prodding):
  • Galen Charlton
• Build Master Team (creating the releases):
  • TBD

Evergreen 3.4 Roadmap

• Release Manager (coordinating, encouraging, prodding):
  • Dan Wells
• Build Master Team (creating the releases):
  • TBD

Evergreen 3.3 Roadmap

• Release Manager (coordinating, encouraging, prodding):
  • Bill Erickson
• Build Master Team (creating the releases):
  • TBD

Evergreen 3.2 Roadmap

• Release Manager (coordinating, encouraging, prodding):
  • Dan Wells
• Build Master Team (creating the releases):
  • TBA

Evergreen 3.1 Roadmap

• Release Manager (coordinating, encouraging, prodding):
  • Galen Charlton
• Build Master Team (creating the releases):
  • Bill Erickson
  • Blake Henderson
  • Jason Stephenson
  • Dan Wells

Evergreen 3.0 Roadmap

Related Links

• Release notes scratchpad
• 2017-05-15 to 2015-05-19: Feedback Fest #1
• 2017-08-07 to 2017-08-11: Feedback Fest #2

New experiment: Release Manager + Build Masters (learn more)

• Release Manager (coordinating, encouraging, prodding):
  • Kathy Lussier
• Build Master Team (creating the releases):
  • Galen Charlton
  • Blake Henderson

Evergreen 2.12 Roadmap

New experiment: Release Manager + Build Masters (learn more)

• Release Manager (coordinating, encouraging, prodding):
  • Mike Rylander
• Build Master Team (creating the releases):
  • Dan Wells (primary)
  • Blake Henderson
  • Jeff Godin
  • Jim Keenan
  • Jason Stephenson (mentor)

Evergreen 2.11 Roadmap

Release Manager: Galen Charlton

Evergreen 2.10 Roadmap

Release Manager: Jason Stephenson

Evergreen 2.9 Roadmap

Release Manager: Bill Erickson

View the initial Release Notes for 2.8.

TBD: Evergreen 2.8 Roadmap

Release Manager: Ben Shum

View the initial Release Notes for 2.7.

Evergreen 2.7 Roadmap

Release Manager: Dan Wells

View the initial Release Notes for 2.6.

Evergreen 2.6 Roadmap

Release Manager: Dan Wells

View the initial Release Notes for 2.5.

Evergreen 2.5 Roadmap

Release Manager: Mike Rylander

View the initial Release Notes for 2.4.

• Formally deprecate and remove JSPAC in favor of new TPAC.

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 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

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)

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
• Search facets and Local call number display in OPAC
• Text-based MARC editor
• Redesigned bib record information panel
• Redesigned patron summary and billings screen
• Easily update due date right at checkout!
• Tabs for circulation history and holds/transit information on Item Status display
• Library-specific hold shelf expired settings
• Library-specific courier code settings
• Authority record management
  • Search, create, edit, merge, and delete authority records
  • Authority record updates propagate to linked bibliographic records
• Improved Staff Client build system
• Simplified one-page patron registration interface
• 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!

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

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)

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

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

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

See: 1.2 Feature List

(1.2 was the first major release with substantial contributions from volunteer contributors)

• Numerous user-experience improvements
• Simplified installation and configuration

(First public release of the software)

• Statistical reporting

(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)

• Circulation module
• Cataloging module
• Public catalog (OPAC)
• SIP2 support for self-check and other services

• Serials roadmap
• 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

For questions about the Evergreen roadmap, post a message to one of the Evergreen discussion lists or email the developers at mailto:feedback@open-ils.org. IRC users can also stop by channel irc://irc.freenode.net/OpenILS-Evergreen for real-time chat (which is also logged at http://evergreen-ils.org/irc_logs/ ). It's very possible that your idea is under discussion or is in early stages of development. Developers are more than welcome to suggest code enhancements.