Updates Newsletter

Upgrading to 2.1

Upgrading software is a best practice which takes into account the latest and most effective security settings, increased functionality, and the most current version of the system. As such, we will be upgrading to Evergreen 2.1 beginning at 8am on Friday, December 9 until Sunday, December 11 at 8pm.

1) During the upgrade window, please run in standalone mode or checkout on paper until you are notified that the upgrade is complete via all four evergreen listservs. Remember: Do not check-in or register new patrons in the standalone mode.

2) Staff are encouraged to conduct a test-run of standalone mode during the weeks of November 7-11 or November 14-18 and ask questions of your Regional Coordinator and Evergreen Indiana Coordinator ahead of the software upgrade so that everyone is prepared to function effectively during the upgrade. Keep in mind that ISL will be closed November 8 and November 11. Review the following standalone mode tutorials with your staff:

Standalone Mode Tutorial (PDF)
Uploading Offline Transactions (Flash Version)

3) The 2.1.0 staff client will need to be downloaded sometime before the upgrade begins. So plan on downloading the new staff client before Thursday, December 8. The link to the current staff client will be provided on the listservs Monday, December 5. After a notice is posted to the listserv that the upgrade is complete, localadmins may begin registering workstations.

4) Please note that while the servers are down for the upgrade and libraries are operating in offline, the SIP connections (for OverDrive, PC Reservation, etc.) will also be down. We apologize for this inconvenience.

The upgrade will include enhancements to the staff client, circulation module, cataloging module and OPAC. I will discuss these enhancements in further detail in future Weekly Update entries!

Delete Patrons Functionality

The ability to delete patrons individually has been added to the staff client functionality as of today, courtesy of the Evergreen Indiana helpdesk. Please use the documents below to educate your staff on using the functionality. Remember that this is a localadmin ability and the localadmin can grant permissions to appropriate staff members.

Deleting Patrons Documentation (PDF)
Deleting Patrons Tutorial (Flash Video) [Removed]

Blue cards

I will be finalizing blue Evergreen Indiana library card orders and submitting them on the morning of Friday, November 4. Libraries from which I still need patron library cards samples have been contacted. Please get those samples to me before Friday, November 4 or I may not be able to place an order on behalf of your library.