Patron barcode regex for patron registration

A new library setting is available to set a barcode regex to be checked during patron registration.

Setting for Desk Renewal to use original circulating library

A new global flag option has been added to allow the circulating library of a desk renewal (a.k.a. a renewal using the staff client) to reuse the original circulation library for circ rule behaviors rather than using the workstation. This new setting is similar to existing options to use the originating circulation library in OPAC renewals.

Library Setting to Disable Patron Credit

A new library setting is available to disable patron credit payments in the billing interface. When enabled, the setting will:

  • Disallow patron_credit payments in the payment API.
  • Hide all of the patron credit payment actions in the staff client patron payment interface.

Option to Disallow Use of a Branch as a Pickup Library for Holds

A new library setting is available to remove a branch from consideration as a hold pickup library. This setting only affects the OPAC pickup library selector and does not otherwise affect the display of the branch in the OPAC. It also has no effect on hold targeting / capturing.

Floating Groups

In previous versions of Evergreen, floating group copies could float or not. If they floated, then they floated everywhere with no restrictions.

This enhancement provides an interface to define where a copy will float by assigning it to a floating group.

Long Overdue Circulations Management

This is a two-part feature, which covers marking circulations as long overdue via automated processing and check-in of long overdue circulations.

Marking Circulations Long Overdue

A new Action/Trigger reactor (MarkItemLongOverdue) and sample event definition (6 Month Overdue Mark Long-Overdue) are included for marking circulations and their associated copies as long overdue. New Library Settings (Org Unit Settings) determine whether the item price and/or a processing fee is applied.

A secondary Action/Trigger hook ( and sample event definition (6 Month Long Overdue Notice) are added so that (email, etc.) notifications can be sent when a circulation is marked long overdue via this new automated process.

Also included is a new Action/Trigger validator PatronNotInCollections, which can be used to prevent long overdue processing (or any circ-based event definition) for patrons that are in collections processing at (or above) the circulating library.

Check-in of Long Overdue Circulations

Check-in of long overdue items may result in any of the following actions, depending on configuration.

  • Void the copy price billing
  • Void the long-overdue processing fee billing
  • Reinstate voided overdue fines

The process is practically identical to Lost processing. However, one difference between Lost and Long Overdue check-in is that the window of time during which a long overdue item may be returned may be based on the due date (like Lost) or the last billing activity date (last payment, last billing). This is controlled with the "Long-Overdue Check-In Interval Uses Last Activity Date" Library Setting.

New Library Settings

  • Long-Overdue Materials Processing Fee
  • Void Overdue Fines When Items are Marked Long-Overdue
  • Leave transaction open when long overdue balance equals zero
  • Long-Overdue Items Usable on Checkin
  • Long-Overdue Max Return Interval
  • Restore Overdues on Long-Overdue Item Return
  • Void Long-Overdue Item Billing When Returned
  • Void Processing Fee on Long-Overdue Item Return
  • Long-Overdue Check-In Interval Uses Last Activity Date

A combination of Charge lost on zero and Default Item Price are used to determine the amount to charge for the item price when a circulation is marked as long overdue.

New Billing Types

  • Long-Overdue Materials
  • Long-Overdue Materials Processing Fee

New Permissions


New Copy Status

  • Long Overdue

Patron blocking by lost items and include lost as items out

This feature has two main parts, both of which are to improve the staff’s ability to assist patrons in regards to lost items.

  • Patron blocking by lost items. This will add a group penalty threshold that will alert staff when a patron has too many lost items. This setting is modified through the Group Penalty Thresholds page.
  • Include lost items as items out. Through a new Library Setting, Include Lost circulations in lump sum tallies in Patron Display, the staff have the ability to determine if lost items will be included in items out.

Long-Overdue Patron Standing Penalty

This is the long-overdue version of the existing PATRON_EXCEEDS_LOST_COUNT standing penalty. When a patron exceeds the configured threshold for open long-overdue (i.e. non-zero balance) circulations, the penalty is applied. When the number once again goes below the threshold, the penalty is removed.

The penalty name is PATRON_EXCEEDS_LONGOVERDUE_COUNT / "Patron Exceeds Max Long-Overdue Threshold"

Per-Hold Behind Desk Setting

The value for behind-the-desk pickup is now stored directly on each hold request. This allows the system to better track the true location of captured hold items in cases where the patron setting has changed since hold capture.

For these features to be accessible, the "Behind Desk Pickup Supported" (circ.holds.behind_desk_pickup_supported) Library Setting must be set to true.

Staff Client

In addition to the counts of ready for pickup and available holds, the staff client now also displays the number of behind-the-desk-holds ready for pickup at the staff’s working location. If no items are held behind the desk, this information does not display, in particular, because this information is useless if behind the desk holds are not supported at the staff’s working location.

TPAC Changes

The system also allows patrons to set their own behind-the-desk pickup preferences in the TPAC settings interface. To activate this feature, admins need to set the Opac Visible flag to "true" for the "Hold is behind Circ Desk" (circ.holds_behind_desk) user setting and "Behind Desk Pickup Supported" must be set to true for the patron’s home library.

Print Single Item Receipt

This feature adds the ability to print a receipt for just a single selected item from the patron interface for Items Out or Lost, Claims Returned, Long Overdue, Has Unpaid Billings. This can be used via right-click or using the Actions for Selected Items button.

More User Name Fields Available for Simplified Hold Pull List

More User Name fields are available for display in the simplified hold pull list interface including:

  • First Given Name
  • Second Given Name
  • Family Name
  • Prefix
  • Suffix
  • User Alias or First Given Name
  • User Alias or Display Name
  • User Alias

Changes to Self-Check Interface

The following improvements were made to the self-check interface:

  • Convert action links to buttons for increased clarity
  • Convert dashed fieldsets to gradient backed bubbles for depth
  • Color line-item table headers to distinguish from actual line-items
  • Color logo background for increased contrast
  • Larger input box
  • Background on prompts to distinguish from logo background

Different Styles for Long Overdue Lost Items in Billing Interface

Lost or Long Overdue circulations that have not yet been returned will appear in the patron’s list of billed transactions styled differently from other not-yet-returned items.

The interface will also display a helpful message to staff indicating what colors map to what types of circulations.

The default colors are maroon for Lost items and orange for Long Overdue items.

To change the colors, modify circ.css. To change the language for the hint, modify lang.dtd.

Checkout: Trim whitespace from beginning and end of barcode

In checkout, when pasting a barcode into the lookup field, one may accidentally include spaces or tabs in the beginning or end of the barcode string. Trim those away to avoid potential mis-scans.

Wrong-Shelf Holds in Clearable Shelf-Expired Holds List

The following changes were made to the Browse Holds Shelf interface:

  1. Change the staff client View Shelf-Expired Holds action label to View Clearable Holds.
  2. When View Clearable Holds is selected, show wrong-shelf holds in addition to shelf-expired and canceled holds.