Project Ideas 2025/26
Ideas for the 2026 Project Prioritization Cycle will be accepted through March 31, 2026.
- 1Support for Loral IntegrationAdd support for Loral cover images and added content in the Evergreen public and staff catalogs https://bugs.launchpad.net/evergreen/+bug/2138945
- 2Quipu eRENEW does not work with discovery systemA tt2 file, erenew.tt2, performs some logic to determine if a patron is eligible for eRENEW and sets a system parameter. When using a discovery layer like Aspen, the patron fills out a form in the ... Read more...
- 1Long Overdue and Lost Items do not Display as Checked Out in the OPACWhen patrons have Long Overdue or Lost items, those items are not included in the list of their Checked Out items in the OPAC. They appear only as bills. Depending on settings in Evergreen, these item... Read more...
- 1Patron is Billed a second time if a Long Overdue Item is marked LostFor systems using Long Overdue processing, it's possible to select a Long Overdue item on a Patron's record and Mark it Lost. This can add a second billing for the cost of the item to the patron recor... Read more...
- 2Interface for Settings AdministrationIt is possible in the Evergreen database to change the context of settings. For example, workstation or user settings can be changed to org unit settings. Use case: Grid column settings are cont... Read more...
- 2Staff Catalog needs Limit to Available Items optionOptions to filter the display of items on a record to only Available items existed in the pre-Angular staff catalog, and the option to limit to Available items exists in the OPAC. This filter should a... Read more...
- 1Refresh Patron Penalties SeamlesslyWhen Group Penalty Thresholds are changed, or other circumstances like database cleanup cause a patron to no longer meet the criteria for blocking, there is no way to comprehensively recalculate the b... Read more...
- 1Grid settings are incompatible between angular and angularjs circulation screensCustomizing grids in the Angular patron holds and patron items out interfaces breaks the customized columns in the equivalent angularjs interfaces. Customizing the Patron Holds grid in Angular results... Read more...
- 1Wishlist: There should be initial folders already established in reporterCurrently, prior to using the reporter for the first time, a user is required to create folders for templates, reports, and output. This seems like an unnecessary barrier to initial use considering th... Read more...
- 1Items List Maker Native in EvergreenMany consortia and Evergreen sites have resorted to methods outside of the Evergreen reporter to create simple item reports. This could work similarly to things like the hold shelf and the pull list b... Read more...
- 1Patron Initiated Booking ReservationsHave an OPAC side to reserving through booking.
- 2Sort Search Results by # of CopiesThat way you can find bibs with the most amount of copies and least amount of copies in the staff catalog. It can also be reversed so empty bibs without copies attached can be looked at first if desi... Read more...
- 1Exclude/Show "Exclude Electronic Resources" BoxAlthough this can be saved in the Search Preferences template, it might be more helpful for certain consortia or libraries to have this as a library setting to set per library.
- 1Have Surveys available for Self RegistrationIf the patron registration on the staff side can't be "untied" from the self registration on the OPAC side, have survey questions available for both the regular registration and self registration form... Read more...
- 2Add number of items column to Monograph PartsThe monograph parts tab would very much benefit from a column listing the number of items using each part. Related: a confirmation before deleting a monograph part would be most welcome!
- 2Context options for some Circulation PermissionsCurrently permissions related to circulation use the checkout library as the context for permissions granted at the Branch or System level. In a consortium environment, it would be useful to have an o... Read more...
- 2Utility needed to batch clear billingsThere are several situations when it would be useful to clear old billings. Some examples are removing previously accrued fines when going fine-free or at the end of an academic semester, removing bil... Read more...
- 2Item Status - Allow paste of multiple barcodes separated by newlines into barcode entry boxThe barcode entry box in Item Status can accept a list of barcodes separated by commas. It would be useful to be able to paste in a list of barcodes each on its own line, as directly copied from a rep... Read more...
- 2Background targeting of newly holdable itemsHolds are not aware of new or newly holdable items until a targeting process runs on the relevant holds. As a result, a new item must be checked in using the "Retarget..." checkin modifiers to be sure... Read more...
- 1Give option to place hold for new adds to a hold groupIf a person is added to a hold group for which a hold has already been placed and the holds are still being actively filled (i.e. there are unfulfilled holds for the group), provide an option to place... Read more...
- 1Preferred formats in hold groupsOne barrier to using hold groups for book discussion groups is that group members often have different format preferences. Some may require a large-print version of the title while others prefer a Pla... Read more...
- 1Acquisitions enhancement bundle that would result in cleaner dataProviding the ability for users to delete certain non-EDI line items, purchase orders, and invoices within the staff client would reduce the amount of data that a library needs to review. Duplicate pu... Read more...
- 1Line item status does not update when the individual items have mixed statusesThe status of a line item needs to update appropriately when the line item has multiple items and those items have a mix of cancelled (the item is never going to arrive) and received (the library rece... Read more...
- 2Improve display of Age Hold Protection in staff catalogDisplaying age hold protection on an item is useful, but only if the age hold protection is currently in effect. We would like to see two improvements: * When age hold protection is in effect, hav... Read more...
- 1Shelving location group options for catalog and pull listOur libraries really like the ability to filter the Angular Pull List using Shelving Location Groups. Each of our public libraries has shelving location groups for Adult, Teen and Children's Collectio... Read more...
- 1Add the ability to resend an EDI orderEDI order transmissions sometimes fail. When this happens the only option is to create a duplicate purchase order to resend the order. Having the ability to resend the original purchase order would be... Read more...
- 1Default the year select box in Fund Administration to the current fiscal yearFor libraries using non-calendar year fiscal years, staff have to remember to switch the Year filter in Fund Administration to their current fiscal year during the period of time when their fiscal yea... Read more...
- 1Holds Alias EnhancementsPatron records support Holds Aliases to preserve patron privacy, which is especially useful for open holds shelves. Unfortunately, the patron cannot set their own holds alias via the catalog. Also, th... Read more...
- 1Checkout: Force a rescan of the barcode if the item is uncatalogedDuring checkout, if the scanned item is not found in Evergreen, the staff user should be forced to rescan the barcode before being prompted to create a precataloged item. This would reduce the number ... Read more...
- 2Add detailed change logs to MARC recordsIt's very difficult to track MARC record changes, and Evergreen is rather permissive of allowing catalogers to change any part of a record as part of the permissions necessary to do their work. Eve... Read more...
- 1Export a single MARC record from its page in the staff client
It is not possible to export MARC records without going through the baskets or buckets interface, which is frustrating and time-consuming if users just want to download the record they are viewing.
... Read more... - 1Use standard MarcBreaker formatting in the Flat Text Editor
The standard MarcBreaker format for representing MARC as text, which is used in MarcEdit, programming language libraries, and elsewhere, uses two blank spaces between field tag numbers and the data. T... Read more... - 1Spine Label Printing Order EditWhen using item status to load a bunch of items and then selecting all items for spine label printing, the order of the items on the label screen does not match the order of the items that were scanne... Read more...
- 1Holdings Editor ImprovementsThe ability to customize the holdings editor screen at the Consortium, System and Library level would aid in streamlining cataloging procedures and policies. Bugs: Wishlist: Ability to require fie... Read more...
- 3Holds Functionality and Bug Fixes BundleThere are multiple holds related bugs and new features that would improve the quality of life for staff when working or placing holds. Wishlist: Pick Up Later- https://bugs.launchpad.net/evergreen... Read more...
- 1Cannot add call numbers or items from item status3.10 In item status, attempting to add items and/or call numbers fails since the holdings editor tab doesn't open (browser is set to open tabs and other tabs open from item status) Console error... Read more...
- 4Improved Mark As FunctionalityThe Mark Item As Functionality would benefit from some additional improvements. The ability to have custom Mark Item As functions to aid staff in library specific workflows: https://bugs.launchpad.... Read more...
- 3Offline Circulation interface may not load under certain circumstanceshere are various factors that can cause loading of the Offline circulation interface to fail when Evergreen is unavailable. From the discussion on IRC: http://irc.evergreen-ils.org/evergreen/202... Read more...
- 1GUI for OPAC Management via Admin Pages EditWishlist: In 3.15, the ability to update the OPAC alert feature was added to the Library settings page. It would be helpful for local administrators if there was a GUI just for OPAC management via the... Read more...
- 2Cursor loses focus in AngularIn several functions the cursor loses focus including in the Self-Checkout, Numeric Search, and Holdings Editor. This makes extra clicking to put the focus back in place. https://bugs.launchpad.net/... Read more...
- 1Improve Server-side Print TemplatesThe angular server-side templates have limitations and are not easily adjusted for the needs of libraries, especially as we move to angular circulation. https://bugs.launchpad.net/evergreen/+bug/2092... Read more...
- 1Digital bookplates tags do not display in the staff catalogDigital bookplates display only in the public OPAC. They do not display in the staff catalog. Staff can go to Holdings View and see the number of bookplate tags that exist but they cannot view the t... Read more...
- 2Item notes are not visible in the staff catalogPublic and non-public item notes are not visible in the staff catalog. Public notes are visible in the public OPAC. Staff should be able to easily see the item notes in the staff catalog. https://b... Read more...
- 1Angular Reporter: CREATE_REPORT_TEMPLATE permission is no longer checkedPrevious to the Angular reporter, the CREATE_REPORT_TEMPLATE was needed to create folders and create and clone templates. In the Angular reporter, users can perform those functions without that permis... Read more...
- 3Angular MARC Batch Import/Export queue checkboxes revert to uncheckedAngular MARC Batch Import/Export queue checkboxes revert to unchecked when links clicked https://bugs.launchpad.net/evergreen/+bug/2065712 This is causing us to need to use Vandelay instead of Ang... Read more...
- 3Update item status from check in/item status window(Item from 2023 Project Ideas) Have a popup menu option to select from Actions that will allow circ staff to quick-change an item’s status without having to open up the Item Attribute Editor. (Exampl... Read more...
- 2Be able to completely hide defunct library org units(Item from 2023 Project Ideas) Currently in Evergreen, organizational units that have been closed can be marked "OPAC visible = false" so they don't show up in the OPAC. However, closed org units co... Read more...
- 1Checkbox to exclude empty records from search results(Item from 2023 Project Ideas) When searching in the staff client (without shelving location filter or availability modifier in use, in very modern versions), the results will include entirely empty ... Read more...
- 1Add improved print/email functionality to Angular staff catalog(Item from 2023 Project Ideas) The angular staff catalog needs to be updated to use the enhanced print and email functionality released in bug 1749475 https://bugs.launchpad.net/evergreen/+bug/1899... Read more...
- 1Import / Export Report Templates(Item from 2023 Project Ideas) There should be an ability to import/export reports in the reporter client. These can be exported/imported as JSON like the print templates and would allow for s... Read more...
- 1Retrieve another patron by barcode from the checkout tab(Item from 2023 Project Ideas) We continue to receive requests to "bring back" the feature that would allow staff to retrieve the next patron from the check out tab in the patron record. We would lik... Read more...
- 1Add ability to edit "claims returned" date(Item from 2023 Project Ideas) The ability to change the 'claims returned' date should be an action included in the 'other circulations' action menu of a patron account. https://bugs.launchpad.net... Read more...
- 1Create library setting for "Is mint condition?/quality" item attribute default for holds(Item from 2023 Project Ideas) The default for the desirable quality of a hold is set to "t" (true) and cannot be changed without direct edit access to the database. A library setting should be create... Read more...
- 1Option to checkout captured holds from the holds tab(Item from 2023 Project Ideas) Use case: libraries with pick up lockers or manual curbside pickup workflows. https://bugs.launchpad.net/evergreen/+bug/2003733
- 1Deleting metarecords breaks hold interface(Item from 2023 Project Ideas) Please refer to LP ticket for this idea as the comments are important to understanding the needed work. https://bugs.launchpad.net/evergreen/+bug/1441301
- 2Add to record bucket by item barcode(Item from 2023 Project Ideas) It would be convenient to be able to add bib records to a record bucket by scanning in item barcodes https://bugs.launchpad.net/evergreen/+bug/1837799
- 1Hourly due dates should not exceed closed hours of library(Item from 2023 Project Ideas) Persistent issue since 2.2 Users of hourly reserves are being assigned due times when the library is closed and are being charged hourly overdue fines when the libra... Read more...
- 1Permission Interface(Item from 2023 Project Ideas) It would be helpful to have a permissions interface where staff can search for main and secondary permission groups; which staff members have which permissions, and how ... Read more...
- 1Cash Report "user payments" should display based on workstation not on staff home library(Item from 2023 Project Ideas) open-ils.circ.money.org_unit.user_payments currently filters based on the home org of the staff user who took the payment. It should instead filter by the staff member... Read more...
- 1OPAC Search results - add publication year to facets(Item from 2023 Project Ideas) From LP ticket - ""Our patrons often want to limit to recently published items (e.g. those published in the past 5 years). It would be lovely to have a facet in the publ... Read more...
- 2Allow MARC Batch Edit to update the bib record's edit_date(Item from 2023 Project Ideas) This may affect other aspects of Evergreen, but my (personal) primary focus is on authorities work. When headings are updated in batch, the "Link Authorities to Recentl... Read more...
- 1Add option to save & open new patron(Item from 2023 Project Ideas) When creating a new patron, the current options are ""Print"", ""Save"", and ""Save & Clone"". It would be nice to have an option to ""Save & Open"" or ""Save & Retri... Read more...
- 1Provide additional search result facets(Item from 2023 Project Ideas) In addition to publication year, it would be helpful to have facets equivalent to the advanced search filter options: - Item Type - Item Form (esp Large Print) - Lan... Read more...
- 2Provide way to show deleted items(Item from 2023 Project Ideas) Please refer to LP ticket for extended description https://bugs.launchpad.net/evergreen/+bug/1399741
- 1OPAC titles are truncated when query string present(Item from 2023 Project Ideas) This is such a perplexing bug (why should information be suppressed by the presence of a query string?) and continues to create confusion in libraries. I'd love to see ... Read more...
- 1Set different curbside pickup hours(Item from 2023 Project Ideas) We would like to be able to set curbside hours within our open hours. For example the library is open from 10 a.m. to 7 p.m. but we only want to do curbside from 11 a.m.... Read more...
- 1Track staff and workstation where payments were accepted(Item from 2023 Project Ideas) User payments were tied to the home library of the staff user, so my initial testing of forgive/work/goods didn't show up as I expected. I feel very strongly that they s... Read more...
- 1Spine label printing - fix top margin(Item from 2023 Project Ideas) When printing spine label sheets if you are printing more than one sheet at a time the margin at the top of the second page is ignored. https://bugs.launchpad.net/eve... Read more...
- 1Wishlist: Call number browse should have filters(Item from 2023 Project Ideas) This is a generalized version of the more specific request to add shelving location filters to the Call Number Browse (https://bugs.launchpad.net/evergreen/+bug/1878508... Read more...
- 1Display patron user settings in patron account details sidebar(Item from 2023 Project Ideas) When viewing a patron’s record in the web client, account details display in the left sidebar. In order to see a patron’s hold notification preferences, however, the sta... Read more...
- 1Attach shelf expire time to item type(Item from 2023 Project Ideas) It would be helpful if we could attach shelf expire times to particular item types or circ mods. For example, we hold books for patrons for 10 days but DVDs for 2 days. ... Read more...
- 1Create Homebound Tools(Item from 2023 Project Ideas) This would address at least two existing bugs and also create some administrative interfaces and configurations to provide suggestions to fill requests for enrolled patr... Read more...
- 1"New Search" and "Clear Filters" option in Staff Catalog and OPAC(Item from 2023 Project Ideas) Improvements to staff catalogue are the LP objectives here, and are good ideas, but Sitka libraries would also like to have the clear form button on Search Results pages... Read more...
- 1Record staff and location for patron registrations and updates(Item from 2023 Project Ideas) We have a need for the software to capture the org unit that the patrons was registered (not home library). We also would like to capture the staff client user that regi... Read more...
- 1Add secondary permission group to search(Item from 2023 Project Ideas) Include secondary permission group when doing a permission group search. https://bugs.launchpad.net/evergreen/+bug/1986722
- 2Customizable Patron Summary(Item from 2023 Project Ideas) We continue to receive requests to hide fields that the library does not collect and move certain information closer to the top of the screen in the patron summary.
- 3Improved "stickiness" of options across the staff client(Item from 2023 Project Ideas) "There are several Launchpad bugs related to the ""stickiness"" or certain options in the Angular interfaces, including, but not limited to: - Preferences in the staff... Read more...
- 1Pronoun option in patron record(Item from 2023 Project Ideas) We would like to have a place where patrons or staff can add a patron’s preferred pronouns. We could never come up with all possible combinations, so see this as a free ... Read more...
- 1Max hold enhancements(Item from 2023 Project Ideas) There isn't currently a way to restrict holds based on circulation modifier. Having a feature similar to circulation limit sets (hold limit sets) or having the max holds... Read more...
- 4MARC Template Interface(Item from 2023 Project Ideas) Currently, MARC templates must be created utilizing direct server access. This is overly cumbersome for a lot of reasons not least of which is the need to restart OpenSR... Read more...
- 1Patron self-registration improvement(Item from 2023 Project Ideas) "The Patron Self-Registration form and registration process needs a little attention. There are a few bugs that prevent some libraries from using it due to its lack of... Read more...
- 1More options to customize patron registration screens in staff client and self registration(Item from 2023 Project Ideas) Development idea is to separate settings for these patron record interfaces to allow for better control/customization. Potential for bundling with patron self registr... Read more...
- 6Change a hold from one type to another(Item from 2023 Project Ideas) A library places an order for a new dvd. Patrons place title level holds in the opac. When the dvd arrives and is cataloged, parts are assigned to the items. The patron ... Read more...
- 2Circ history download fails with large number of circs(Item from 2023 Project Ideas) When a user downloads their circulation history as a CSV file and the number of history items is too large, CSV creation fails and the user is presented with an Internal... Read more...
- 1SMS Delivery Method Development(Item from 2023 Project Ideas) SMS delivery has become problematic and inconsistent, with some popular carriers using the current Email to SMS gateway set up. Carriers are throttling or delaying deliv... Read more...
- 3Create a global administrative interface for workstation management and settings deployment EditWishlist item. Currently, all workstation settings are managed individually from within the staff client. There is no centralized, administrative interface for viewing or managing all workstation p... Read more...
- 1Wishlist: distinction between "available to borrow" and "available in library" Edit"Limit to available" is ambiguous, and not everyone wants the same behavior all the time. Should limit to available show only items that can circulate, or should it show everything that can currently ... Read more...
- 4need for a "show deleted items" feature within the staff client EditAdd a "show deleted items" checkbox option (defaulting to off and *not* persistent once set) in the Item Status interface so that a barcode scan would show all items, deleted or not. This option would... Read more...
- 5Ability to undelete an Item in the staff clientAs of 3.11, you can undelete a MARC record in the staff client, but there is no way to undelete an item. It would be helpful for support staff to have the ability to undelete an item that was delet... Read more...
- 2Confusing error message displayed when hold blocked because of pickup locationWhen staff try to place a hold in the staff client and the hold is prohibited by a hold policy based on the pickup location the message that displays reads ITEM_NOT_HOLDABLE. This makes it sound li... Read more...
- 4Completion of Angular Circulation WorkThe completion of work on Angular circulation interfaces should be prioritized so that circulation can be further developed. This committee is in the best position fund development that would push the... Read more...
- 2Unified Settings/Admin PageBased on the work done in the Evergreen User Interface Group, it would be desirable to reorganize the entry point to various administrative interfaces into one page from the several disparate pages (l... Read more...
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