Open Source Integrated Library System

September 30, 2014

Evergreen Indiana

Weekly Update—September 30, 2014

Heading East!

We’re on our way to the Northeastern and Southeastern regions this week! We look forward to seeing you there.
Northeast Region – October 2, 10am-Noon, South Whitley Community Public Library
Southeast Region – October 3, 9:30am-11:30am, Greensburg-Decatur County Contractual Public Library

We’ll wrap things up with our Southwestern Roundtable later in October. There’s space available if you haven’t had a chance to register yet!
Southwest Region – October 22, 10am-Noon, Loogootee Public Library

Committee News

The eContent Committee will meet on October 14, 2014 at 10am at the Indiana State Library. We have tentatively secured a vendor presentation for new e-periodical and library marketing products.

The Executive Committee will meet on October 14, 2014 at 1pm at the Indiana State Library.

Support News

We have identified Thanksgiving weekend as our next planned de-duplication and have tentatively set a FULL cataloging freeze for November 27-30, 2014.

Migration News

The Royal Center-Boone Township Public Library’s go-live is scheduled for December 2, 2014. There will be no cataloging freeze associated with this migration.

The North Madison County Public Library migration is scheduled for October 17-21, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Upcoming Evergreen Indiana Training Opportunities

October 28
Advanced Cataloging, Part I, 9am-12pm, Webinar
October 29
Advanced Cataloging, Part II, 9am-12pm, Webinar
October 30
Fall 2014 Patron Services Roundtable, 9am-12pm, Webinar
November 6
Fall 2014 Cataloging Roundtable, 9am-12pm, Webinar

by admin at September 30, 2014 01:06 PM

Evergreen community blog

Evergreen to Participate in Outreach Program for Women

The Evergreen project will participate in the Outreach Program for Women, a program organized through the GNOME Foundation to improve gender diversity in Free and Open Source Software projects.

The Executive Oversight Board voted last month to fund one internship through the program. The intern will work on a project for the community from December 9, 2014 to March 9, 2015. The Evergreen community has identified five possible projects for the internship: three are software development projects, one is a documentation project, and one is a user experience project.

Candidates for the program have started asking questions in IRC and on the mailing list as they prepare to submit their applications, which are due on October 22, 2014. They will also be looking for feedback on their ideas. Please take the opportunity to share your thoughts with them on these ideas since it will help strengthen their application.

If you are an OPW candidate trying to decide on a project, take some time to stop into the #evergreen IRC channel to learn about our project and to get to know the people responsible for the care and feeding of Evergreen. We are an active and welcoming community that includes not only developers, but the sys admins and librarians who use Evergreen on a daily basis.

To get started, read through the Learning About Evergreen section of our OPW page. Try Evergreen out on one of our community demo servers, read through the documentation, and sign up for our mailing lists to learn more about the community. If you are planning to apply for a coding project, take some time to download and install Evergreen. Each project has an application requirement that you should do before submitting the application. Please take time to review that application requirement and find some way you can contribute to the project.

We look forward to working with you on the project!

by Kathy Lussier at September 30, 2014 02:59 AM

September 27, 2014

Rogan Hamby

Hack-A-Way 2014 Wrapup and Photos

I've uploaded my photos from the Hack-A-Way to a gallery on my site and (more importantly) the Evergreen community Flickr account.  See them along with somewhat lame commentary here:

https://www.flickr.com/photos/evergreen-ils/

You'll notice in the photos a lot of people quietly typing.  There was discussion but the nature of a hackfest is a lot of collaboration and coding.  And this hackfest had coding, tutorials, documentation and more.  Indeed, many people came in with things to talk about, things to resolves, things to learn and things to work on together.  It was great.  One person said they wished we could do this several more times a year.  That's probably not practical but the fact that it gave that feeling of being useful made me feel good.

It was a good but exhausting week.  I started with picking up materials the Saturday before and it just went on from there.  This isn’t to say that I did it all.  Other staff, at the York County Library, were critical to pulling this together and although their roles were sometimes invisible to participants, trust me when I say that everyone appreciates each of their efforts immensely.   For me it wrapped up just a few hours ago, a week later, dropping off a few colleagues at the airport and doing this blog entry.  

Several people commented on how productive it was and big progress was made on several fronts. 

http://wiki.evergreen-ils.org/doku.php?id=hack-a-way-2014

The Evergreen wiki page and linked collaborative Google Doc outline a bit of what happened.  I also tried to highlight some of the more offbeat moments on Twitter under the #egils and #hackaway14 hashtags.  Well, at least the PG rated events.  The exact language a few points may not have been copied verbatim.  I think that would have raised it to PG-13 in one or two cases.  And I do regret not getting the beat boxing on video.

We didn’t fix the entire world’s (or even all of Evergreen’s) problems but we made progress.  We looked at Evergreen issues and compared issues with specific installations.  We talked about big picture issues that affect the future of the community.  We groused, we pontificated and just shared opinions.  And we ate BBQ. 

We talk about community in open source a lot but when we talk abstractly it’s about faceless sources of email and git commits.  Events like this, even more than the conferences, bring home how human that community is.  I’m lucky in that I like these humans.  I like spending time with them and like working with them but it still makes for a very long week. 

I learned a lot of new things this year that I hope to put into practice over the next year and soon enough #hackaway15 will start it’s own planning process.

 

 

by Rogan at September 27, 2014 04:17 PM

Evergreen Open Source ILS - Flickr stream

2014-09-26 17.53.29

Evergreen Open Source ILS posted a photo:

2014-09-26 17.53.29

When Vietnamese fails, eat Irish. Hack-A-Way 2014.

by Evergreen Open Source ILS at September 27, 2014 04:07 PM

2014-09-26 17.21.35

Evergreen Open Source ILS posted a photo:

2014-09-26 17.21.35

Notice that there are a lot of pictures of people just working. Hack-A-Way 2014.

by Evergreen Open Source ILS at September 27, 2014 04:07 PM

2014-09-26 12.32.55

Evergreen Open Source ILS posted a photo:

2014-09-26 12.32.55

We took a bit of a field trip for BBQ. Hack-A-Way 2014.

by Evergreen Open Source ILS at September 27, 2014 04:07 PM

2014-09-25 11.23.54

Evergreen Open Source ILS posted a photo:

2014-09-25 11.23.54

Leaving your desk camera on puts everyone at risk. Hack-A-Way 2014.

by Evergreen Open Source ILS at September 27, 2014 04:07 PM

2014-09-24 21.20.37

Evergreen Open Source ILS posted a photo:

2014-09-24 21.20.37

Hack-A-Way 2014. I don't trust wireless so cat-6 for everyone.

by Evergreen Open Source ILS at September 27, 2014 04:07 PM

2014-09-24 19.10.35

Evergreen Open Source ILS posted a photo:

2014-09-24 19.10.35

Eating out, day one. Hack-A-Way 2014. MIke has dramatic hands.

by Evergreen Open Source ILS at September 27, 2014 04:07 PM

2014-09-24 16.58.44

Evergreen Open Source ILS posted a photo:

2014-09-24 16.58.44

Asking a room of Linux admins and developers about Windows turned out both funny and frustrating. Hack-A-Way 2014.

by Evergreen Open Source ILS at September 27, 2014 04:07 PM

2014-09-24 09.06.58

Evergreen Open Source ILS posted a photo:

2014-09-24 09.06.58

The Keurig ended up being a good solution to varying tastes in coffee. Hack-A-Way 2014.

by Evergreen Open Source ILS at September 27, 2014 04:07 PM

September 25, 2014

Equinox News

Bounding to South Carolina!

The South Carolina Library Association (SCLA) Annual Conference will be held in Columbia, South Carolina on October 22-24.  Equinox is thrilled to attend both as an exhibitor and also a sponsor.  SCLA is an almost-hundred year old institution serving public and academic libraries of South Carolina.

The theme for the SCLA Conference is Unbound:  Unconventional Services in South Carolina Libraries. Equinox is one of the most unconventional (in a good way!) library services companies around, so we should fit right in.

Equinox Director of Sales Shae Tetterton will be available to give demos and answer all your questions about Evergreen, Koha, Sequoia, and FulfILLment.

by Sara at September 25, 2014 02:55 PM

Rogan Hamby

Hack-A-Way 2014 Day 1

I've been organizing the Hack-A-Way for three years, since it began, but this year it's come to my own library in Rock Hill, SC.  SCLENDS has been active in the Evergreen community as much as our resources could allow from the beginning and this has been the first time we've had an Evergreen community event in South Carolina.  While I've been both happy and proud to host it myself this year it also reminds me of how much effort past hosts (Equinox, Calvin College) put into it.  We've learned each year from it and it's evolved.  

While Hack-A-Way was originally conceived of as a two day event with a "pre" day like a pre-conference I think it's time to simply change that idea to a three day event with the acknowledgment that some people may arrive at various points during the first day.  I've also in the past not started looking for hosts until after the annual conference.  As it's been a fairly low key event with a small group of technical members of the community I didn't see it as needing a lot of lead time.  Of course, the numbers of attendees has grown (though not dramatically) and the standards for hosting have been raised by the first hosts.  Now, I think I will start looking for hosts earlier, maybe as soon as when this one is over.

We did a lot on the first day, alternating between group discussion and working together on small projects.  We attempted to extend our remote participation via jit.si but tomorrow will fall back on Google Hangouts.  Tragically, love for FLOSS projects sometimes has to bow to effectiveness.  And, as usual, we use IRC.  Some of the topics can be found at the Evergreen WIKI at http://wiki.evergreen-ils.org/doku.php?id=hack-a-way-2014 where you can also find the working Google Doc we are taking notes at though more happened not quite captured there.

You can also follow along on twitter using the hashtag #hackaway14

And now, the day, in brief, in pictures,

It turns out that a bunch of developers and Linux admins are the wrong people to troubleshoot Windows.  "Charms bar?!?  Is it really called that?" was said at one point.

It turns out that a bunch of developers and Linux admins are the wrong people to troubleshoot Windows.  "Charms bar?!?  Is it really called that?" was said at one point.

I didn't trust the wireless so I provided a gigabit switch with plenty of cables.

I didn't trust the wireless so I provided a gigabit switch with plenty of cables.

Do you trust the future of your ILS to these guys?

Do you trust the future of your ILS to these guys?

Let's backport that, what could go wrong?

Let's backport that, what could go wrong?



by Rogan at September 25, 2014 02:38 AM

September 24, 2014

Equinox News

Ready to Be Bold at NELA in October!

Equinox is headed to Boxborough, Massachusetts for the New England Library Association’s Annual Conference October 19-21.  This year’s theme is Be Bold. Libraries In The Center Ring.  Here at Equinox, we’re quite fond of bold things, so of course we wouldn’t miss this!

The New England Library Association (NELA) was first chartered in 1963 and represents several states in the New England area.  Even though Equinox was born and raised in the South, we’re excited to visit our neighbors to the North and talk about open source solutions!

Equinox Director of Sales Shae Tetterton will be on hand to give demos and answer all of your questions about Evergreen, Koha, Sequoia, and FulfILLment.   Can’t make it to the NELA Conference?  No worries.  Equinox will be all over this place this fall, making appearances at SERECPaLA Conference, and the South Carolina Library Association Conference. (More info on that last one coming soon!)

by Sara at September 24, 2014 06:48 PM

September 23, 2014

Evergreen Indiana

Weekly Update — September 23, 2014

Attention Circulation Staff: Mark your Calendar

The 2014 Fall Patron Services Roundtable webinar has been set for October 30, 2014, 10am-Noon. We will be talking about damaged materials, recommendations on billing and repair if an item is damaged, and when to weed. Registration is now open.

Reporting at SAMS

Greensburg-Decatur County Contractual Public Library hosted the 2014 SAMS conference. Anna Goben, Evergreen Indiana Coordinator, presented on the reporting module in Evergreen. Several requests were had to have access to the slides from both attendees and EI staff unable to attend the conference. They are provided here for you to review. They are also available as a printable PDF on GDCPL’s SAMS site with many other outstanding presentations from this year’s conference!
<iframe allowfullscreen="allowfullscreen" frameborder="0" height="389" src="https://docs.google.com/presentation/d/1zwyaTbej2FQ1QYSpeAYEaKAGGmRucK5ji8ntgnhTV7U/embed?start=false&amp;loop=false&amp;delayms=3000" width="480"></iframe>

We Can’t Wait to Meet You!

Don’t forget to sign up for a regional roundtable! We’ve had a terrific time getting to meet with so many Evergreen Indiana staff at our first meetings and look forward to gathering with you in the coming roundtables.
Northeast Region – October 2, 10am-Noon, South Whitley Community Public Library
Southeast Region – October 3, 9:30am-11:30am, Greensburg-Decatur County Contractual Public Library
Southwest Region – October 22, 10am-Noon, Loogootee Public Library

Support News

We have identified Thanksgiving weekend as our next planned de-duplication and have tentatively set a FULL cataloging freeze for November 27-30, 2014.

Migration News

The Royal Center-Boone Township Public Library’s targeted go-live is December 2, 2014. There will be no cataloging freeze associated with this migration.

The North Madison County Public Library migration is scheduled for October 17-21, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Upcoming Evergreen Indiana Training Opportunities

October 28
Advanced Cataloging, Part I, 9am-12pm, Webinar
October 29
Advanced Cataloging, Part II, 9am-12pm, Webinar
October 30
Fall 2014 Patron Services Roundtable, 9am-12pm, Webinar
November 6
Fall 2014 Cataloging Roundtable, 9am-12pm, Webinar

by admin at September 23, 2014 05:43 PM

Equinox News

Putting the Cat into the Catalog for #libs4ada

The #libs4ada fundraising campaign for the Ada Initiative was a smashing success. Including matching funds provided by Bess Sadler, Andromeda Yelton, Chris Bourg, and Mark Matienzo, the library community raised over $21,000 to support the Ada Initiative.

This money will help the Ada Initiative continue its support of women in open technology and open culture through its anti-harassment work, AdaCamp, Ally Skills workshops, and other efforts.

What the Ada Initiative does is important.  But don’t just take my word for it – read the blog posts by women in the library technology community who benefit from their work, including Equinox Vice President Grace Dunbar.

So, what’s with the cat? Towards the end of the fundraiser, I made a pledge to make a feline skin for the Koha OPAC if the counter got to the nice round number of $16,384.  And it did! So, by the time of the Code4Lib BC conference in Vancouver, British Columbia, cats will invade Koha!

Here’s what I can say about the OPAC theme at the moment:

  • It will be designed on the Bootstrap OPAC theme and will work best in Koha 3.16 and later.
  • Enabling it will be a matter of setting a couple system preferences.
  • THERE WILL BE POUNCING! (One of the things I’m doing with this project is teaching myself how to do animations in HTML5 and JavaScript).
  • I will make the cats work for their kibble – in other words, there will be at least one feature of the skin that will more than just decorative.

Do you have ideas for how to put the cat into the catalog? Let me know in the comments!

And by the way… the Ada Initiative’s overall fundraiser runs through October 8th. If you haven’t already, please consider donating.

by Galen Charlton at September 23, 2014 04:02 PM

September 16, 2014

Evergreen Indiana

Weekly Update—September 16, 2014

Welcome to the Roadshow!

NW Regional Roundtable 2014
On Wednesday, September 10, 2014, 18 staff from 12 libraries braved the stormy weather to gather in Monticello. We had a great time talking about the next steps in resource sharing throughout the consortium and appreciate everyone taking the time to gather and share their recommendations and experiences! A special thanks to Monticello-Union Township Public Library for being great hosts.

Still Ahead

Northeast Region – October 2, 10am-Noon, South Whitley Community Public Library
Southeast Region – October 3, 9:30am-11:30am, Greensburg-Decatur County Contractual Public Library
Southwest Region – October 22, 10am-Noon, Loogootee Public Library

Participants will receive agendas, hospitality, and parking information. We encourage you to submit requests for inclusion on the agendas or bring your ideas for other updates, changes, and improvements for on-the fly discussion. Frontline staff members are encouraged to participate and share their perspectives!

Space is limited, so please register if you would like to participate in any of the roundtables.

Attention Catalogers: Mark your Calendar

The 2014 Fall Cataloging Roundtable webinar has been set for November 6, 2014, 10am-Noon EST. We will be taking a look at what you can do at your library to help clean up the catalog in preparation for authority control implementation. Registration is now open.

Committee News

At the September 4, 2014 meeting, the Cataloging Committee approved the addition of Parts creation and assignment permissions for the Cat2 profile. Parts are used primarily in Evergreen Indiana to identify individually cataloged elements of multi-disc sets and periodical issues. Additional training materials will be made available shortly.

Member News

Lebanon Public Library welcomes interim director Yvonne Welty.

Support News

We have identified Thanksgiving weekend as our next planned de-duplication and have tentatively set a FULL cataloging freeze for November 27-30, 2014.

Migration News

The Royal Center-Boone Township Public Library’s targeted go-live is December 2, 2014. There will be no cataloging freeze associated with this migration.

The North Madison County Public Library migration is scheduled for October 17-21, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Deadlines

The next barcode and library card purchasing pool is now open. Please get your orders in by the end of the week!

Upcoming Evergreen Indiana Training Opportunities

September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428
October 28
Advanced Cataloging, Part I, 9am-12pm, Webinar
October 29
Advanced Cataloging, Part II, 9am-12pm, Webinar.
November 6
Fall Cataloging Roundtable, 10am-12pm[EST], Webinar.

by admin at September 16, 2014 12:53 PM

September 11, 2014

Equinox News

Development contributions for Evergreen 2.7

Well, it’s time for another Evergreen release, delivered this time by ace release manager Ben Shum, which means it’s time for vociferous thanks to our partners!

Equinox would like to thank NOBLE for funding the following improvements:

Equinox would like to thank MassLNC for funding the following improvements:

Equinox would like to thank C/W Mars for funding the following improvements:

Equinox would also like to thank the following funders of critical bug fixes:

Cumberland, NC (NC Cardinal) for the Fund Transfer bug fix

NOBLE for the Located URI scoping bug fix

Additionally, Equinox contributed the following improvements:

  • Support holds targeting and fullfillment of precats for ILL
  • Display “Imported As” in Vandelay Queue
  • Additional record overlay options for MARC stream importer

Cheers to the Evergreen community for another successful round of Evergreen development!

Grace

by Grace Dunbar at September 11, 2014 03:38 PM

September 10, 2014

Equinox News

Support the Ada Initiative

I’d like to take a moment to tell you a little story, if you would indulge me.

A few weeks ago I was having a professional discussion with a much admired colleague and she commended me on my technical skills.  Without conscious thought the words that flowed out of my mouth were, “Oh, I’m not really technical, I just talk a good game.”  I wondered, briefly, why she looked so surprised (and maybe a little perplexed) but I honestly didn’t give it another thought until last Friday when I was reading this article on the Ada Initiative’s website. My first thought upon reading through that post was one of dismay for these people who felt (or were made to feel) like impostors in the tech world.

I managed to force myself away from the Ada site and I went back to work on some software mock-ups and parsing feedback on technical specifications.  Unbidden, my brain chose to replay the conversation from a few weeks ago – “Oh, I’m not really technical, I just talk a good game.” The penny dropped.  I *am* one of those people.  And I need to stop.

I will be utilizing Ada’s Impostor Syndrome Training. I’m going to stop downplaying my skills and contributions in my field not only for myself but also for my employees, my colleagues, and the next wave of librarians and open source enthusiasts. While my skills and career path likely mean I will never be a wage-earning software developer, that doesn’t mean that my knowledge in my area of open source and my technical skills are not important or valuable.  Those skills were hard won and I am harming more than just myself by pretending otherwise – I’m perpetuating a problem in our culture.

I’m proud that the Evergreen community adopted a strong Code of Conduct policy (driven by the Ada Initiative’s work) and takes harassment seriously. And I feel fortunate to be a part of open source communities which are very welcoming places for people of all skill levels and backgrounds. But that is not everyone’s experience and that is another crucial reason why we need Ada. To drive this point home, for donations made before Tuesday, September 16,  Andromeda Yelton, Chris Bourg, Mark Matienzo, and Bess Sadler have pledged to match up to $5120 of donations to the Ada Initiative made through this link.

It’s important to note that despite a community’s or organization’s kindness and desire to be diverse, most are not. In order to change that reality we’re going to have to actively work on supporting the organizations and initiatives that can ensure our communities continue to grow in diversity and inclusiveness. I’m grateful that the Ada Initiative exists for myself and my colleagues. I hope you agree that their work adds immeasurable value to our open source communities and I invite you to join me and librarians everywhere in supporting the Ada Initiative’s mission.

–Grace Dunbar, Equinox Vice President

 #libs4ada

by Grace Dunbar at September 10, 2014 02:44 PM

September 09, 2014

Equinox News

Open … what?

Open Source can be a confusing term for the uninitiated.  If you are not a person directly involved in IT, it may be a term you’ve never even heard.  What does it mean?  How does it affect me?

The truth is–most people use open source software every day without even realizing it.  The popular Mozilla Firefox web browser is open source.  Read any good blogs lately?  Many bloggers choose WordPress to get their words out to the world and yes–it’s open source.  If you have an Android smartphone, you use open source every single time you pick it up.

Here at Equinox, we only develop and support open source products.  You could say that we really love the open source philosophy and you’d be correct.  If you’re still a little uncertain as to what that philosophy means, this video from Bit Blueprint puts it into terms everyone can understand–Lego terms!

<iframe frameborder="0" height="315" src="http://www.youtube.com/embed/a8fHgx9mE5U" width="560"></iframe>

Honestly, we would probably use our Legos to build a library, but maybe that’s just us.  Viva la open source!

by Sara at September 09, 2014 09:24 PM

Evergreen Indiana

Weekly Update—September 9, 2014

Here We Go!

“Our library’s been in Evergreen since the beginning. I just want to say I’m impressed by all of you […] We’ve come a really long way. And to get all these libraries together throughout the state of Indiana, you can’t do that without cooperation. You should all be really proud. And I just wanted to say thank you. […] My library and I would never go back. I’m really glad we have this.”

– Karen Kahl, Director, Union County Public Library,
Evergreen Indiana 2014 Central Region Roundtable

The first ever Evergreen Indiana regional roundtable kicked off yesterday at Westfield Washington Public Library. Over 40 staff members from 15 libraries were in attendance. It was a lively discussion, with a lot of laughs and thoughtful sharing, and we appreciate everyone taking the time to gather and share their recommendations and experiences! A special thanks goes out to Westfield Washington for hosting and allowing us to be the inaugural library gathering in their brand new meeting room.

Still Ahead

Northwest Region – September 10, 9:30am-11:30am, Monticello-Union Township Public Library
Northeast Region – October 2, 10am-Noon, South Whitley Community Public Library
Southeast Region – October 3, 9:30am-11:30am, Greensburg-Decatur County Contractual Public Library
Southwest Region – October 22, 10am-Noon, Loogootee Public Library

Participants will receive agendas, hospitality, and parking information. We encourage you to submit requests for inclusion on the agendas or bring your ideas for other updates, changes, and improvements for on-the fly discussion. Frontline staff members are encouraged to participate and share their perspectives!

Space is limited, so please register if you would like to participate in any of the roundtables.

Committee News

The Patron Services Committee will meet on September 16, 2014 at 10am at the Greenwood Public Library. This meeting is open to all Evergreen Indiana staff.

Member News

Congratulations to Royal Center-Boone Township Public Library on wrapping up their automation project! We have set a migration date and look forward having you live.

Roachdale Public Library welcomes interim director Jennifer Stranger.

Migration News

The Royal Center-Boone Township Public Library’s targeted go-live is December 2, 2014. There will be no cataloging freeze associated with this migration.

The North Madison County Public Library migration is scheduled for October 17-21, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Deadlines

The next barcode and library card purchasing pool opens next week. Please check your stocks!

Upcoming Evergreen Indiana Training Opportunities

September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428
October 28
Advanced Cataloging, Part I, 9am-12pm, Webinar
October 29
Advanced Cataloging, Part II, 9am-12pm, Webinar

by admin at September 09, 2014 01:27 PM

September 05, 2014

Equinox News

Equinox Exhibiting at PaLA Conference

Equinox is headed to Pennsylvania!  We considered renting a horse and buggy for the occasion, but decided against it last minute.  Our horse skills are a tad rusty!

We will be exhibiting at the Pennsylvania Library Association Conference September 28-October 1, 2014. The conference will be held in beautiful downtown Lancaster, PA at the Lancaster County Convention Center.

Our Director of Sales, Shae Tetterton, will be on hand to answer all your questions about Evergreen, Koha, and Sequoia.  Interested in a FulfILLment demo?  We’ve got you covered.  Let us show you how open source solutions can work with your library.  And maybe you can point us in the direction of the best whoopie pie around.  We hear Lancaster County is famous for them!

Equinox is also a proud sponsor of this conference.  We hope to see you there!

by Sara at September 05, 2014 01:48 PM

September 02, 2014

Evergreen Indiana

Weekly Update—September 2, 2014

Last Call for the Central and Northwest Roundtables!

The first two regional roundtables are scheduled for next week:

Central Region – September 8, 10am-Noon, Westfield Washington Public Library
Northwest Region – September 10, 9:30am-11:30am, Monticello-Union Township Public Library

Participants will receive agendas, hospitality, and parking information later this week; get your registration in if you’d like to participate! We encourage you to submit requests for inclusion on the agendas or bring your ideas for other updates, changes, and improvements for on-the fly discussion. Frontline staff members are encouraged to participate and share their perspectives!

Space is limited, so please register if you would like to participate in any of the roundtables. Participants will receive recommendations for area restaurants if you wish to continue community building over a meal after the scheduled meeting!

Committee News

The Cataloging Committee will meet on September 4, 2014 at 10am at the Hussey-Mayfield Memorial Public Library. This meeting is open to all EI staff.

Member News

The eIDC OverDrive consortium welcomes new member Kirklin Public Library! Kirklin’s go-live is Thursday, September 4, 2014. Kirklin Public Library is the 83rd member of the consortium. Congrats and welcome!

Migration News

The North Madison County Public Library migration is scheduled for October 17-21, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Deadlines

The next barcode and library card purchasing pool opens shortly. Please check your stocks!

Upcoming Evergreen Indiana Training Opportunities

September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428
October 28
Advanced Cataloging, Part I, 9am-12pm, Webinar
October 29
Advanced Cataloging, Part II, 9am-12pm, Webinar

by admin at September 02, 2014 08:04 PM

Equinox News

Eight years on

Eight years ago this past weekend, Labor Day in the US, I spent 72 sleepless hours migrating the first 275 libraries to Evergreen.  I can’t claim to remember every moment of that long weekend, but I’m told that there were many feats of derring-do, perhaps even some swashbuckling.  In the end our small team managed to reach that first production Evergreen launch on time and with only minor bumps and bruises, to us and to the libraries, to show for the effort.  Of course, this wasn’t simply a single long weekend.  It was the culmination of two years of effort by not just myself and my cohorts, but also the librarians of the PINES network and the rest of the GPLS staff.

As the days following PINES’ move to Evergreen turned into months, and those months into years, I’ve performed, been involved with, or witnessed scores more migrations, hundreds of development projects, and innumerable late night bug-fixing sessions.  As with any human endeavor, not all were perfect. Each, though, was a declaration that echoed the goal of that first Evergreen Labor Day weekend; that by working together toward a common purpose, libraries have the ability to define and control their destiny by defining and controlling their essential tools.  Recognizing that was one of the reasons I founded Equinox with my original PINES teammates.

As I look back over the last ten years of laboring to build Evergreen and all the software that surrounds and enables it, it’s that sense of purpose and that increasing momentum that has remained steady.  That’s still a large part of what keeps me interested and energized, and, I believe, what attracts talented new minds to our community.  Much has changed over the years, both at Equinox and in the Evergreen community at large, and much more will change in the years to come.  It’s clear, though that the mere existence of Evergreen ten years on, let alone its unquestionable success, is proof positive that Open Source is more than a simple means to a specific end.  The Open Source methodology is, more than any license, the sustainable path of self-determination that knowledge institutions writ large can leverage for the benefit of their own needs and the needs of those they serve.

And that, in the end, is why Equinox is here.  Because the community we all belong to is larger than the libraries that use Evergreen, and larger than the patrons served by those libraries.  Each employee at Equinox, and each individual contributor from institutions using Evergreen today, is part of a still larger movement that has and will continue to change the world for the better.  The Open Source solutions we build are not simply about “breaking the chains” of proprietary software, but about empowering individuals to improve themselves while improving the tools we all use.

-Mike Rylander, Director of Development and Technology

by Mike Rylander at September 02, 2014 02:10 PM

August 28, 2014

Evergreen community blog

Bug Squashing Day Wrap-Up

We Came, We Saw, We Squashed Bugs.

The Evergreen community held its first Bug Squashing Day August 26. The day was an opportunity for the entire community to focus on bugs: confirming bugs, coding bug fixes, testing patches, and merging signed-off patches into the core code. By the end of the day, eleven bug fixes were merged into the Evergreen core code. There were also several other bugs they made forward progress as testers provided feedback and contributors created patches. You can see a synopsis of the day’s activities in our August 2014 Evergreen Bug Squashing Day Activity sheet.

Here are some highlights from the day:

  • A total of 17 people participated in some form of bug activity during some point in the 24 hour period of August 26.
  • Six people requested sandboxes to test 11 bugs.
  • Of the seven people who were able to sign off on bug fixes, three had not previously signed off on code.
  • One patch merged into Evergreen on Bug Squashing Day came from a new contributor. Blake Henderson of MOBIUS had written fix for a bug where Fast Item Add was no longer opening a record after an item was created.
  • Another patch created during Bug Squashing Day came from new contributor, Terran McCanna, who fixed an issue where KPAC wasn’t pulling in holds notification information. Although the code was not merged on August 26, it has since been added to the core Evergreen code.
  • The oldest bug that received attention was Owning lib of asset.copy_location not visible in Item Attributes Editor UI. Chris Sharp tested the bug fix, and both he and Thomas Berezansky continued to work on code to improve the fix. This bug was initially reported in May 2011.
  • The bug with the most heat that received attention was No error message when using duplicate barcodes in Serials Batch receive interface. Jennifer Pringle tested and provided feedback on the proposed fix for this bug.

Although Bug Squashing Day officially ended August 26, the momentum continued through the 27th as patches worked on during Bug Squashing Day continued to make their way to the Evergreen working repository.

Special thanks go to Blake Henderson (MOBIUS) and Thomas Berezansky (MVLC) for setting up the Sandboxes that made it easy for many in the community to test these bug fixes, and to Justin Hopkins (MOBIUS) and Jason Stephenson (MVLC) for volunteering them. The hardware for the sandboxes was provided by MOBIUS and MassLNC.

Also, a big thank you to the people listed below who participated in Bug Squashing Day and to the institutions that employ them for supporting their efforts to improve Evergreen for everyone.

  • Thomas Berezansky, MVLC
  • Steve Callendar, Equinox
  • Sarah Childs, Hussey-Mayfield Memorial Public Library
  • Garry Collum, Kenton County Public Library
  • Martha Driscoll, NOBLE
  • Kathy Lussier, MassLNC
  • Terran McCanna, Georgia PINES
  • Christine Morgan, NOBLE
  • Michele Morgan, NOBLE
  • Dan Pearl, C/W MARS
  • Jennifer Pringle, BC LIbraries Cooperative
  • Chris Sharp, Georgia PINES
  • Ben Shum, Bibliomation
  • Remington Steed, Hekman Library, Calvin College
  • Yamil Suarez, Stan Getz Library, Berklee College of Music
  • Dan Wells, Hekman Library, Calvin College
  • Liam Whalen, BC Libraries Cooperative

Although Bug Squashing Day is over, the bug wrangling, fixing and testing doesn’t need to end. Sandboxes will continue to be available to the community beyond Bug Squashing Day. Anyone interested in testing a bug fix can submit a request with our Sandbox Request Form.

by Kathy Lussier at August 28, 2014 02:46 AM

August 26, 2014

Evergreen Indiana

Weekly Update—August 26, 2014

Keeping “New” Fresh

The automated conversion of “new” materials to standard circulation modifiers will be implemented by the end of the week. This only affects materials with a “new” circulation modifier type after 12 months of item ownership. The following table shows the expected conversions:

Originally Cataloged as: Converted to:
book new book
dvd new dvd
dvd new r-rated dvd r-rated
software gaming new software gaming
video new video
video new r-rated video r-rated

Please let us know if you find materials in your collection that exceed the 1 year ownership mark which are not converting beginning next week. Libraries are encouraged to continue updating materials earlier as appropriate locally.

Easing Patron Record Clean-ups

We recently received a series of helpdesk tickets where users were unable to delete long-expired patron accounts. After some research, we discovered an old bug had left many accounts with open transactions even after the items were checked in and bills paid. We have run a clean-up which closed all those old transactions. For those interested in the numbers, that affected almost 120,000 user accounts. If you are locally purging long-expired accounts, you should have an easier time of it!

It’s almost time to chat!

The regional roundtables are rapidly approaching; we’ll kick the first meeting off in Westfield on September 8th. Dedicated discussion topics so far include offering DVD transits, the ethics and local policy audit, and recent consortium policy updates and changes. We encourage you to submit requests for inclusion on the agendas or bring your ideas for other updates, changes, and improvements for on-the fly discussion. Frontline staff are encouraged to participate and share their perspectives!

Space is limited, so please register if you would like to participate. Participants will receive recommendations for area restaurants if you wish to continue community building over a meal after the scheduled meeting!

Committee News

The Cataloging Committee will meet on September 4, 2014 at 10am at the Hussey-Mayfield Memorial Public Library.

Member News

Colfax Public Library welcomes new director Fran Paarlberg.

Indiana State Library welcomes new State Librarian Jake Speer.

Migration News

The North Madison County Public Library migration has been postponed until October 17-21, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Upcoming Evergreen Indiana Training Opportunities

September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428
October 28
Advanced Cataloging, Part I, 9am-12pm, Webinar
October 29
Advanced Cataloging, Part II, 9am-12pm, Webinar

by admin at August 26, 2014 05:52 PM

Equinox News

Onward and Sprintward

We are pleased to report that Sprint 1 of the “browserfication” of the Evergreen staff client is complete – on time and in budget, natch!

Sprint 2 is up next and that sprint is… Cataloging!

Mike Rylander and Galen Charlton will be starting that development next month and should be finishing up around the end of the year.  We are happy that we are able to spread the development, and the expertise of the Angular platform, between many core Evergreen developers.  We feel confident that by the end of the re-write most, if not all, of the core committers will be comfortable with the new platform and will find it easy and intuitive.

Galen had this to say about the development, “As Evergreen evolves, so do the components we use to build it.  The AngularJS, web-based cataloging module will lay the groundwork for innovation in Evergreen’s metadata management tools, and this library data-slinger is excited to be working on this project.”

We will, of course, keep you posted on the progress of Sprint 2 as 2014 progresses.  And we’ll also continue making up lots of new words for our blog posts.

A sincere thank you to all the amazing library partners who made this sprint possible!

BC Libraries Cooperative
Bibliomation
Central Western Massachusetts Automated Resource Sharing
Georgia Public Library Service
Howe Library
Massachusetts Library Network Cooperative
Pennsylvania Integrated Library System
Pioneer Library System
South Carolina Library Evergreen Network Delivery System

by Grace Dunbar at August 26, 2014 05:11 PM

Ringtown and Frackville Join PaILS

FOR IMMEDIATE RELEASE

Duluth, GA–August 26, 2014

Ringtown Area Library and Frackville Free Public Library have become the latest additions to the Pennsylvania Integrated Library System (PaILS) cooperative.  Both Frackville and Ringtown are located in Schuylkill County, PA and between them they provide almost 32,000 items and serve over 2,300 patrons. PaILS and its SPARK consortium have been using Equinox for hosting and support since 2013.

Elaine Mykolayko, the Director of the Frackville Free Public Library said: “The OPAC looks great, and the staff is enjoying the new experience. I am very happy with our decision to move to SPARK.”

Tim Faile, Equinox Library Data Specialist added:  ”It has been a pleasure to work with Elaine Mykolayko (Frackville Free Public Library) and Tanya Savitsky (Ringtown Area Library) during the recent migration to the ever-growing Spark implementation of the open source Evergreen system.  As a librarian, I always love to see libraries regain control of their data from closed, proprietary systems; moreover, as a data analyst, it is most gratifying to see them satisfied with their Evergreen experience.”

About Equinox Software, Inc.

Equinox was founded by the original developers and designers of the Evergreen ILS. We are wholly devoted to the support and development of open source software in libraries, focusing on Evergreen, Koha, and the FulfILLment ILL system. We wrote over 80% of the Evergreen code base and continue to contribute more new features, bug fixes, and documentation than any other organization. Our team is fanatical about providing exceptional technical support. Over 98% of our support ticket responses are graded as “Excellent” by our customers. At Equinox, we are proud to be librarians. In fact, half of us have our ML(I)S. We understand you because we *are* you. We are Equinox, and we’d like to be awesome for you.

For more information on Equinox, please visit http://www.esilibrary.com.

About Pennsylvania Integrated Library System

PaILS is the Pennsylvania Integrated Library System (ILS), a non-profit corporation that oversees SPARK, the open source ILS developed by Evergreen.  PaILS is governed by a 9-member Board of Directors. The SPARK User Group members make recommendations and inform the Board of Directors.  A growing number of libraries large and small are PaILS members.

For more information about about PaILS and SPARK, please visit http://sparkpa.org/.

About Evergreen

Evergreen is an award-winning ILS developed with the intent of providing an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, over 1400 libraries across the US and Canada are using Evergreen including NC Cardinal, SC Lends, and B.C. Sitka.

For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org.

by Sara at August 26, 2014 12:55 PM

Bibliomation

Bibliomation Staff Biographies

Carl DeMilia is a Connecticut native having been born and raised in Groton. Carl earned a Bachelor of Arts in Geography at the University of Connecticut. While pursuing his MLS at Southern CT State University he worked as a part-time reference assistant at the Public Library of New London. After completing his MLS in 1988 he was hired as the Head of Reference at the New Milford (CT) Public Library. Over the years, Carl has been very active in the CT library community, most recently serving as President of the CT Library Association in 2012-13.

Amy Terlaga is Bibliomation’s Assistant Director of User Services, overseeing the “soft side” of Bibliomation: the various software services and support for member libraries. She earned her B.A. from the College of William & Mary and her MLS from Southern CT State University. She joined Bibliomation a year after she finished her MLS and has worked in various roles in the organization, including managing the migration to Horizon in 2004. She is an active member of the Evergreen community, representing Biblio-mation on an IMLS grant managed by the King County Library System and serving on the Evergreen Oversight Board. In 2012, she enjoyed working with our libraries to determine which Evergreen enhancements we would develop for Bibliomation and the Ever-green community, as well as working with developers to bring those enhancements to fruition. She is Bibliomation’s resident film buff, and can always be counted on for an excellent movie recommendation.

Open Source Team

Benjamin Shum is the Open Source Software Coordinator for Bibliomation. An original member of the open source team, he joined the organization in 2008 and oversees the technical aspects of its Evergreen ILS. Benjamin is an active member of the Ever-green community, earning core committer status in 2012. He founded the Technology Section of the Connecticut Library Associa-tion and is the 2013 Conference Co-Chair. His favorite 2012 projects were the move to the latest version of Evergreen and the leadership role Bibliomation has taken in testing community developments in Evergreen. Benjamin received his B.S. in computer systems administration in 2008 from Andrews University and expects to graduate with his M.L.S. from Southern Connecticut State University in 2013.

Melissa Ceraso has worked in libraries for seven years, and earned her MLS from Southern in 2010. This is her most “techie” job with libraries so far, and she’s quickly becoming an Evergreen expert. Melissa was kind enough to answer a few questions so our members could get to know her. Everyone at Bibliomation is thrilled to welcome Melissa to HQ and we know our members will enjoy working with her.

Database Services

Mary Llewellyn earned her MLS from the University of Pittsburgh in 1982. She worked as a cataloger at Ansonia Library and then an Adult Services Librarian at Watertown Library Association before joining Bibliomation as a cataloger in 1989. In 1994, just after our migration from GEAC to CARL, she became the Database Services Manager. At work, Mary has enjoyed crafting useful SQL queries this year and she has been extremely pleased with Bibliomation’s foray into webinars, offering Biblio’s first online workshop. After work, she crafts lovely jewelry, selling it online and at craft fairs.

Steven Pisani joined Bibliomation as a cataloger in 2011, after thirty-two years at Westchester Library System, where he was most recently the head of Cataloging and Interlibrary Loan Services. Libraries are lucky to have him— as an undergraduate at Fashion Institute of Technology, his designs were selected by a panel of judges including Calvin Klein and Oscar De La Renta. He is delight-ed to be part of an Open Source project after years of struggling with ILS vendors.

Robin Fitch joined Bibliomation in 1991 as a temporary data conversion worker, staying on as a part-time database assistant through her college career. After she graduated from Southern Connecticut State University with a BA in English, she joined Biblio fulltime, and was promoted to cataloger in 2002. In 2011, she went back to part time work, in order to pursue her passion for writing. She has had a short story included in a “Best Of” anthology from a magazine of vampire literature and despite years as a cataloger, consistently mistypes “fiction” as “ficiton”. Her favorite project from 2012 was entering all the awards data for the OPAC and especially the Kids’ Catalog. It was a lot of work, but it’s something our libraries are always glad to have available.

User Services

As a high school student, Carol Yarrison did not expect her after-school job at the Plymouth Library Association would lead her to her current position as the Help Desk Coordinator of Bibliomation. She earned her LTA degree from Norwalk Community College in 1996, serving as the Assistant Director and later Director in Plymouth before working at Woodbury Public Library in technical services and children’s programming. For more than ten years prior to joining Biblio, she worked at Monroe Public Library (now Edith Wheeler Memorial Library) in technical services. Bibliomation was lucky to snap her up in 2001 as an Application Support Specialist and Trainer. In her first job at Plymouth, the library director was the mother of noted children’s author Ronald Rood, preparing her for a later brush with fame when she served coffee to Paul Newman at the diner she and her husband owned.

End-of-the-week callers to the help desk know Jennifer Doyon, who has worked at Bibliomation since 2009. When not working full time as the Information Technology/Teen Librarian at The Brookfield Library, you can find her listening to music, taking in a movie, visiting friends and family, or designing a website.

Jessica Venturo joined Bibliomation in January of 2010 after working as a library assistant at the Wolcott Public Library. She has quickly become an Evergreen reports expert, taking the helm of the Evergreen Reports Interest Group in the fall of 2012. While completing her MLS, she developed an interest in digital libraries and in 2012 began exploring possible solutions for digital con-tent for Bibliomation libraries. She enjoyed installing Islandora on a virtual machine and learning about Ubuntu and Drupal in the process. Jessica is also Bibliomation’s OverDrive trainer and she offers popular OverDrive workshops for library staff and patrons throughout the year. Prior to receiving her 2011 MLS from Southern Connecticut State University, Jessica earned her MA in Teaching from Cornell and her Bachelor of Technology in Agricultural Business from SUNY Cobleskill. She is the proud owner of Bibliomation’s unofficial mascot, Bradley the beagle, who recently became a certified therapy dog.

Administration

Bibliomation is fortunate to have Debbie Daiss on board as our Business Manager/CFO. Debbie holds a degree in Accounting and Marketing from Georgia Southern University and has worked in finance at both businesses and nonprofits.

Joan Shamatovich has been with Bibliomation since 1985, beginning part time during our CARL days. She is the Administrative Assistant and receptionist; the first person visitors see when they come to Bibliomation. She takes minutes for Biblio’s three guid-ing committees: the Board of Directors, the Finance Committee, and the User Council. When she is not at Bibliomation, she can be found camping, spending time with her adorable grandchildren, or chasing after her Brittany Spaniel, Scout.

by admin at August 26, 2014 01:48 AM

August 22, 2014

Equinox News

Kalkaska County Library Has Joined TADL

FOR IMMEDIATE RELEASE

Duluth, GA–August 22, 2014

Kalkaska County Library has gone live on Evergreen as part of the Traverse Area District Library (TADL) system in Michigan.  Kalkaska is the seventh library to join the group.  Equinox handled the migration and also provides support and hosting for TADL.  Kalkaska County Library services almost 12,000 patrons with over 35,000 items.

Jenny LaJeunesse, Equinox Project Manager, had this to say about the migration:  “Teamwork between Kalkaska County Library, the Traverse Area District Library, and Equinox helped Kalkaska to have a smooth transition to becoming part of a shared system.”

 

About Equinox Software, Inc.

Equinox was founded by the original developers and designers of the Evergreen ILS. We are wholly devoted to the support and development of open source software in libraries, focusing on Evergreen, Koha, and the FulfILLment ILL system. We wrote over 80% of the Evergreen code base and continue to contribute more new features, bug fixes, and documentation than any other organization. Our team is fanatical about providing exceptional technical support. Over 98% of our support ticket responses are graded as “Excellent” by our customers. At Equinox, we are proud to be librarians. In fact, half of us have our ML(I)S. We understand you because we *are* you. We are Equinox, and we’d like to be awesome for you.

For more information on Equinox, please visit http://www.esilibrary.com.

About Traverse Area District Library

The Traverse Area District Library (TADL) is a network of community libraries serving Grand Traverse County and the surrounding area through the Woodmere (Main) Branch, East Bay and Kingsley Branches as well as Member Libraries Fife Lake Public Library, Interlochen Public Library, Peninsula Community Library, and now Kalkaska County Library.

For more information about TADL, please visit http://www.tadl.org/.

About Evergreen

Evergreen is an award-winning ILS developed with the intent of providing an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, over 1400 libraries across the US and Canada are using Evergreen including NC Cardinal, SC Lends, and B.C. Sitka.

For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org.

by Sara at August 22, 2014 05:35 PM

August 20, 2014

Equinox News

Southeast Regional Evergreen Conference

The State Libraries of Virginia and North Carolina are hosting a regional Evergreen conference in October.  The Southeast Regional Evergreen Conference (SEREC) will take place October 8-9 at The Holiday Inn North Raleigh Hotel and Conference Center, 2804 Highlands Blvd, Raleigh, NC 27604.

Several Equinox employees will be presenting sessions at SEREC, including Shae Tetterton and Erica Rohlfs. The conference is still looking for presenters to round out the program.  This conference is designed for front line library staff and they are looking for presentations on the following Evergreen topics:

Cataloging

  • Buckets

  • Vandelay (Importing/Exporting)

  • MARC Editor

Circulation

  • Fees and Payments

  • Holds

  • OPAC Searching

Reports

  • Beginning and Advanced topics

There will also be round table discussions with facilitators in the following categories:

  • Acquisitions

  • Serials

  • Circulation

  • Cataloging

  • Reports

As an open source community, it is important for us to share our personal experiences using Evergreen in our libraries.  If you are interesting in presenting at SEREC, please visit the Proposals page.  If you are interested in attending as a guest, the fee is $25 and you may register here.  There is a block of rooms at The Holiday Inn North Raleigh Hotel and Conference Center.  Reserve by phone with hotel front desk: (919) 872–3500 or toll free (888) 465-4329. Mention SEREC or Southeast Regional Evergreen Conference to get the reduced rate.

Equinox is looking forward to participating in this conference and we hope you’ll join us, either as a presenter or a guest.  See you in Raleigh!

by Sara at August 20, 2014 03:57 PM

Evergreen Indiana

Weekly Update—August 20, 2014

New and Improved!

We are working through several projects recently approved by the Executive Committee.  So far we’re pleased to share the following updates, setting changes, and housekeeping projects:

  • The Soft Stall setting is now live with a 1 day window.  This allows staff a window to capture locally available titles before opportunistic captures take place.
  • The Outreach patron profile may now have up to 50 open holds.  This is intended to facilitate book club and teacher collection program needs.
  • As libraries have migrated in over the past 6 years, long overdue items were frequently not marked lost by the system during migration.  We have updated all of those remaining open transactions to reflect the correct item status and generate bills.  This affected over 10,000 item records across the consortium.

Speak Your Piece

We continue to plan the discussion for the regional roundtables.  High interest topics so far include offering DVD transits, the ethics and local policy audit, and recent consortium policy updates and changes.  We encourage you to submit requests for inclusion on the agendas or bring your ideas for other updates, changes, and improvements for on-the fly discussion.  Frontline staff are encouraged to participate and share their perspectives!

Space is limited, so please register if you would like to participate.  Participants will receive recommendations for area restaurants if you wish to continue community building over a meal after the scheduled meeting!

Committee News

The Cataloging Committee will meet on September 4, 2014 at 10am at the Hussey-Mayfield Memorial Public Library.

Member News

The Greentown Public Library has reopened both branches.  The final stages of the renovation are ongoing, but they are delighted to be open again and sharing their full collection with the consortium!

Migration News

The North Madison County Public Library migration has been postponed until October 17-21, 2014.  A modified cataloging freeze is anticipated during that weekend.  Further information will be forthcoming as available.

Upcoming Evergreen Indiana Training Opportunities

September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428
October 28
Advanced Cataloging, Part I, 9am-12pm, Webinar
October 29
Advanced Cataloging, Part II, 9am-12pm, Webinar

by admin at August 20, 2014 12:14 PM

August 19, 2014

Evergreen community blog

Southeast Regional Evergreen Conference, October 8-9, 2014

The State Library of North Carolina and The Library of Virginia are co-hosting the first ever Southeast Regional Evergreen Conference (SEREC). This conference is designed specifically for front-line library staff.

It will provides an opportunity to

  • get together with library staff from other consortia and libraries who use Evergreen
  • attend formal presentations
  • participate in focused round table discussions
  • discuss topics of common interest

The initial target group for the conference was the states of South Carolina, Virginia, North Carolina, and Georgia. As we have given our library staffs enough time to register for the conference, the conference is now open to others who may be interested in attending or presenting.

The conference will be held on October 8 and 9 at the Holiday Inn North Raleigh Hotel and Conference Center, 2804 Highwoods Blvd, Raleigh, North Carolina 27604.

The registration fee is $25. To register online, visit the conference home page.

Room at the hotel are available at the NC government rate of $65.90/night. To make a reservation, call 888-4765-4329 (toll free) or 919-872-3500 (direct).

Proposals

The Southeast Regional Evergreen Conference Committee is also accepting proposals to present at the conference! If you feel you have something to share, please submit a proposal. Speakers fees and funds are available.

The conference is organized by format type and focuses upon three general tracks – cataloging, circulation, and reports.

Possible presentation topics include:

  • Cataloging
    • Buckets, Vandelay (Importing/Exporting)
  • Circulation
    • Fees and Payments, Holds, Searching
  • Reports
    • Beginning and Advanced topics

Please follow this link to submit a proposal.

For any additional questions, please contact Debora King (debora.king AT ncdcr.gov) and Tanya Prokrym (tanya.prokrym AT ncdcr.gov).

by Galen Charlton at August 19, 2014 05:52 PM

August 18, 2014

Evergreen community blog

Evergreen Bug Squashing Day

The Evergreen community will hold its first Bug Squashing Day on Tuesday, August 26, 2014.

The goal of bug squashing day is for contributors and volunteers to commit the entire day to the following activities:

  • Fixing bugs;
  • Testing bug fixes that have pullrequest tags;
  • General bug wrangling activities (confirming bugs, marking duplicates, etc.);
  • Pushing bug fixes into Evergreen (for core committers).

To help with bug testing, MOBIUS and MassLNC (with technical assistance from MVLC) will provide Sandboxes that will be loaded with requested development branches. If you would like to test a bug fix and are unable to load it locally, please fill out the Sandbox Request form by the end of the day Friday, August 22. We will have a limited number of Sandboxes available and may not be able to accommodate all requests, but we’ll do our best to see that everyone who wants to test a bug fix has the opportunity to do so.

More information on bug squashing day activities can be found at http://wiki.evergreen-ils.org/doku.php?id=dev:bug_squashing:2014-08-26.

If all goes well, we hope to hold community-wide Bug Squashing Days on a quarterly basis. Many thanks to the Koha community for inspiring this event through its Global Bug Squashing Days.

 

 

by Kathy Lussier at August 18, 2014 05:54 PM

Equinox News

Pease Joins the Howe Evergreen Consortium

FOR IMMEDIATE RELEASE
Duluth, GA August 18, 2014

Pease Public Library has joined the Howe Evergreen Consortium.  Pease serves over 4,000 patrons in Plymouth, New Hampshire, and boasts a collection of nearly 39,000 items.  Equinox handled their migration and will continue supporting them through the Howe Evergreen Consortium.

Howe’s Systems Librarian, Pamela Smith, has provided training and migration support along with Equinox’s project manager, Jenny LaJeunesse.  Smith had this to say about the migration:

“Howe Library is pleased to add Pease Public Library to our Howe/Evergreen Project.  Pease Library in Plymouth, New Hampshire, is the seventh library to join our consortium and, with nearly 39,000 items, is the largest library to be added to Howe/Evergreen.  We have enjoyed working closely with the Pease staff the past seven months and want to commend Pease on their hard work, their successful Evergreen launch, and offer a special mention for their outstanding and stunning new OPAC.”

Rebekka Mateyk, Director of Pease Public Library added:

“The Pease Public Library appreciates the Howe Library for inviting them to join the Howe/Evergreen Project. The technical expertise of Pam Smith and the Howe organization in addition to Equinox’s project management, makes it possible for smaller libraries to migrate to the Evergreen circulation software. Utilizing Evergreen as our circulation software and the technical support and training provided by the Howe Library, allows us to operate more efficiently and effectively for our patrons.”

About Equinox Software, Inc.

Equinox was founded by the original developers and designers of the Evergreen ILS. We are wholly devoted to the support and development of open source software in libraries, focusing on Evergreen, Koha, and the FulfILLment ILL system. We wrote over 80% of the Evergreen code base and continue to contribute more new features, bug fixes, and documentation than any other organization. Our team is fanatical about providing exceptional technical support. Over 98% of our support ticket responses are graded as “Excellent” by our customers. At Equinox, we are proud to be librarians. In fact, half of us have our ML(I)S. We understand you because we *are* you. We are Equinox, and we’d like to be awesome for you.

For more information on Equinox, please visit http://www.esilibrary.com.

About Evergreen

Evergreen is an award-winning ILS developed with the intent of providing an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, over 1400 libraries across the US and Canada are using Evergreen including NC Cardinal, SC Lends, and B.C. Sitka.

For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org.

by Sara at August 18, 2014 04:26 PM

August 14, 2014

Evergreen community blog

Evergreen 2.7.0-beta1 released!

Success!  The 2.7.0-beta1 preview files are now available on the Evergreen website’s downloads page.  The first draft of the 2.7 Release Notes is also available with this release, see: http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_7.html

As of this 2.7.0-beta1 release, there will be no new features** added to master as the community shifts gears to focus on testing and stabilizing the features that have already been added.  This is also an opportunity for developers/reviewers to work on bug fixes and for DIG members to work on documentation.

**NOTE:  Okay, there will be one more feature that is likely to make it into 2.7 before things are wrapped.  There was one special exception granted to provide additional testing opportunities for the web-based staff client circulation module preview.  This new feature depends on a brand new version of OpenSRF (the upcoming 2.4 version) and developers have allotted additional time for its testing before merge.  The web client preview is the only new feature that will be part of the next pending milestone, which is the 2.7.0-beta2 currently scheduled for next Thursday August 21, 2014.

Huge thanks to everyone in the community who has participated this development cycle to contribute new code, test and signoff on features, and work on new documentation and other ongoing efforts.

A full list of different launchpad targets for the 2.7.0-beta1 build can be found here:  https://launchpad.net/evergreen/+milestone/2.7.0-beta1

See here for some direct links to the various preview files so far:

by Ben Shum at August 14, 2014 10:25 PM

August 13, 2014

Evergreen community blog

Evergreen for Academics Interest Group Forms

A group of academics using or considering Evergreen has formed to focus on academic issues in the ILS.

The goal of the group is to identify the academic-related functions that most need attention and work to build knowledge, consensus, and resources to move these issues forward.

Evergreen for Academics will holds its first meeting in the #evergreen IRC channel on the Freenode network tomorrow, August 14, 2014 at 3 p.m. Eastern, 12 p.m. Pacific, 19:00 UTC. The group also has a wiki page where it is gathering ideas.

Anyone with an interest in seeing academic functions grow in Evergreen are encouraged to attend the meeting and to participate in follow-up discussions on the list.

Many thanks to Kelly Drake from Fenway Libraries Online for getting this group off the ground!

by Kathy Lussier at August 13, 2014 05:54 PM

Equinox News

Michigan Evergreen Project Chooses Equinox

FOR IMMEDIATE RELEASE

Duluth, GA–August 13, 2014

The Michigan Evergreen Project (managed by Midwest Collaborative for Library Services) has chosen Equinox Software Inc. to provide its hosting and support services. Michigan Evergreen consists of 6 library systems with 11 service locations. They serve 76,000 patrons with 442,727 items. Michigan Evergreen will move onto the Sequoia platform in two months. They have also chosen Equinox to provide their training services.

Shae Tetterton, Equinox Director of Sales, says “I worked with Michigan Evergreen when they migrated their first library and am thrilled to see their return. They are long standing Evergreen users and have so much to offer our community.”

About Equinox Software, Inc.

Equinox was founded by the original developers and designers of the Evergreen ILS. We are wholly devoted to the support and development of open source software in libraries, focusing on Evergreen, Koha, and the FulfILLment ILL system. We wrote over 80% of the Evergreen code base and continue to contribute more new features, bug fixes, and documentation than any other organization. Our team is fanatical about providing exceptional technical support. Over 98% of our support ticket responses are graded as “Excellent” by our customers. At Equinox, we are proud to be librarians. In fact, half of us have our ML(I)S. We understand you because we *are* you. We are Equinox, and we’d like to be awesome for you.

For more information on Equinox, please visit http://www.esilibrary.com.

About Midwest Collaborative for Library Services

MCLS is a non-profit membership organization comprised of all types of libraries in Indiana and Michigan. MCLS provides libraries a convenient, single point of contact for training, group purchasing, and technical support for electronic resources. MCLS saves member libraries time and money.

For more information about MCLS, visit http://mcls.org/about-mcls/.

About Evergreen

Evergreen is an award-winning ILS developed with the intent of providing an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, over 1400 libraries across the US and Canada are using Evergreen including NC Cardinal, SC Lends, and B.C. Sitka.

For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org.

About Sequoia

Sequoia is a cloud-based library solutions platform for Evergreen, Koha, FulfILLment, and more, providing the highest possible uptime, performance, and capabilities of any library automation platform available. Sequoia was designed by Equinox engineers in order to ensure that our customers are always running the most stable, up to date version of the software they choose.

For more information on Sequoia, please visit http://esilibrary.com/what-we-do/sequoia/.

by Sara at August 13, 2014 04:17 PM

August 12, 2014

Evergreen Indiana

Weekly Update—August 12, 2014

Committee News

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The Executive Committee met at the Indiana State Library on August 12, 2014; the June 2014 minutes were approved. The meeting was recorded and may be viewed here: Evergreen Indiana Executive Committee Meeting – August 12, 2014 (One of our mics wasn’t picking up sound correctly, so the audio is a bit unbalanced, sorry!) A summary of the meeting actions will be distributed on the listservs later this week.

Member News

Beginning this week Mitchell Community Public Library (MTCPL) is undergoing a renovation project and portions of their collection will be unavailable until the project is completed. Thank you for your understanding!

Migration News

The North Madison County Public Library migration has been postponed until October 17-21, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Deadlines

We invite you to join us at a regional roundtable to share experiences, ask questions, meet counterparts at other nearby libraries, and make requests for policy updates and development. Staff members of all levels and involvement are welcome. Representatives for cataloging, patron services, development, and governance will all be on hand to discuss what’s important for your library and users. We hope you’ll join us for at least one roundtable and celebrate the Evergreen Indiana community!

Space is limited, so please (http://evanced.info/indiana/evanced/eventcalendar.asp) register if you would like to participate. Participants will receive recommendations for area restaurants if you wish to continue community building over a meal after the scheduled meeting!

Upcoming Evergreen Indiana Training Opportunities

September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428
October 28
Advanced Cataloging, Part I, 9am-12pm, Webinar
October 29
Advanced Cataloging, Part II, 9am-12pm, Webinar

by admin at August 12, 2014 07:50 PM

August 11, 2014

Equinox News

Browser Staff Client Sprint #1 Complete

Well, the title says it all.  Development for the first “sprint” of the browser staff client is now complete.

In addition to the circulation features implemented, this sprint also includes a significant amount of infrastructure work, like websockets, display grids, other shared interface components, print configuration, and the initial implementation of our external Java-based print/storage service, AKA Hatch.  These components are all necessary for future development sprints and, in many cases, will streamline their development.

The Evergreen community has a significant amount to do, including testing the low-level communication framework, assessing the look and feel of the interfaces, and evaluating the behavior of the individual features.  To encourage further testing and exposure to the new interfaces, the community has agreed to merge the existing code into Evergreen for the 2.7 release (Launchpad ticket).  Once configured locally, this will allow staff to use these new interfaces in their own environment, with their own data.    Over the next few months we really hope to hear your feedback so that we may  make improvements and build better interfaces in the code sprints to come.

by berick at August 11, 2014 02:40 PM

August 08, 2014

Equinox News

On Partnership and Continued Growth

Evergreen was built to grow and that’s exactly what one of our customers intends to do in the next several months.  PaILS and its SPARK Consortium have been using Equinox for hosting and support since 2013. Under Equinox’s management, SPARK members enjoy 99.99% uptime, seamless upgrades to new versions of Evergreen, and access to the industry’s best Evergreen support and education staff.

Understandably, Pennsylvania libraries are taking notice and joining SPARK at a steady clip.  Alexander Hamilton Memorial Library went live recently.  Ringtown Area Library and Frackville Free Public Library will go live this month with Ashland Public Library and Orwigsburg Area Free Public Library following shortly thereafter.  York County Public Library, comprised of 13 branches, is set to migrate in January of 2015.  After these migrations are complete, over 50 libraries will be on a shared Evergreen instance in the SPARK Consortium.

SPARK will also be moved over to Sequoia for hosting later this year.  Sequoia is ESI’s new cloud based library services platform.  Included in their move to Sequoia will be access to Equinox’s new services AIM (Active Integrated Management) and IdeaLab.  These services work together to ensure that the consortium stays current and stable.

Executive Director Lew Maurer had the following to say about the cooperative relationship between SPARK and Equinox:

“PaILS became involved with Equinox in the spring of 2013.  Since then, our organization has experienced a remarkable turnaround and enjoyed ongoing success, none of which would have occurred had it not been for the expert, comprehensive and proactive work done by Equinox.  As host, support and training provider as well as our ILS Administrator, Equinox has performed beyond expectations technically and in a manner that builds trust and the quintessential cooperative relationship. So far in 2014, PaILS has signed agreements adding 21 libraries with more in various stages of the decision process.  Equinox’s stellar migration services allow us to grow at this pace with total confidence.”

Growth is the hallmark of a thriving system. Equinox is proud to contribute to the growth of Evergreen, SPARK, and open source library solutions.  Our goal is to manage your Open Source ILS so that you are free to focus on the things that really matter–your libraries and patrons.

Photo of PA farmland courtesy of Erica Rohlfs, ESI Education Librarian

by Sara at August 08, 2014 01:57 PM

August 05, 2014

Evergreen Indiana

Weekly Update—August 5, 2014

Stronger and Wiser Together

Have a great question or idea for Evergreen Indiana? We’re bringing the EI support team, ISL representatives, and Executive Committee and subcommittee representatives to your area for regional discussion roundtables! We invite you to join us to share experiences, ask questions, meet counterparts at other nearby libraries, and make requests for policy updates and development. Staff members of all levels and involvement are welcome. Representatives for cataloging, patron services, development, and governance will all be on hand to discuss what’s important for your library and users. We hope you’ll join us for at least one roundtable and celebrate the Evergreen Indiana community!

  • Central Region 
    September 8, 2014, 10am-Noon 
    Westfield-Washington Public Library
  • Northwest Region 
    September 10, 2014, 9:30am-11:30am 
    Monticello-Union Township Public Library
  • Northeast Region 
    October 2, 2014, 10am-Noon
    South Whitley Community Public Library
  • Southeast Region 
    October 3, 2014, 9:30am-11:30am 
    Greensburg-Decatur County Contractual Public Library
  • Southwest Region 
    October 22, 2014, 10am-Noon 
    Loogootee Public Library

Space is limited, so please register if you would like to participate. Participants will receive recommendations for area restaurants if you wish to continue community building over a meal after the scheduled meeting!

Member News

The Indiana State Library welcomes new Southwest Regional Coordinator Amber Painter! Amber received her MLS degree from Indiana University in 2011. She has worked in public, academic and special libraries and archives. Her focus is on public services and reference. She comes to the State Library from Mitchell Community Public Library (MTCPL).

Hamilton North Public Library (HNPL) welcomes new director Ann Hoehn. Ann’s previous position was with Van Buren Public Library (VBPL).

Committee News

The eContent Committee meeting on August 12, 2014 has been cancelled. The committee will meet again on October 14, 2014 at 10am at the Indiana State Library.

Support News

We are updating the hold error settings. Now when a patron or staff member is unable to place a hold, more specific error messages will display.

Job News

The Indiana State Library is seeking a Northeast Regional Coordinator to serve as an ambassador to library staff from all types of libraries in Indiana. Regional coordinators offer training workshops, connect local libraries with resources available from the State Library, and provide information, marketing, consulting, continuing education opportunities and more to libraries within their geographical area of the state. The job posting is available on Careers.IN.gov (Listing #591072; Title: Librarian I / Regional Coordinator). This posting will close on August 6, 2014.

Migration News

We have set a tentative migration weekend for the North Madison County Public Library System of September 26-30, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Upcoming Evergreen Indiana Training Opportunities

September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428
October 28
Advanced Cataloging, Part I, 9am-12pm, Webinar
October 29
Advanced Cataloging, Part II, 9am-12pm, Webinar

by admin at August 05, 2014 07:30 PM

July 29, 2014

Evergreen Indiana

Weekly Update—July 29, 2014

Shauna Bids Us Farewell

Shauna Borger
Dear Evergreen Indiana Colleagues,

I wanted to personally notify my Evergreen colleagues that I have accepted a new position at an academic library in Kenosha, Wisconsin which will allow me to be closer to my family. My last day at the Indiana State Library will be Friday, August 8. I have learned so much from working with the Evergreen Indiana project over the past three years, first as EI Coordinator, then as NE Regional Coordinator and finally as the Professional Development Office Supervisor, and have enjoyed getting to know each of you through site visits, committee meetings, annual conferences and trainings. While leaving a project and colleagues in which I have so much invested is bittersweet, I am extremely proud of the current EI team, committees and trainers. I have every confidence that this consortium will continue to grow and develop to serve the library patrons of Indiana in innovative ways.

Sincerely,
Shauna Borger

Regional Roundtables!

We have begun scheduling regional Evergreen Indiana Discussion Roundtables around Indiana this fall. We’re bringing the EI support team, ISL representatives, and Executive Committee representatives to your area! We invite you to join us to share experiences, ask questions, meet counterparts at other nearby libraries, and make requests for policy updates and development. Staff members of all levels and involvement are welcome. We hope you’ll join us for at least one roundtable and celebrate the Evergreen Indiana community!

  • Central Region 
    September 8, 2014, 10am-Noon 
    Westfield-Washington Public Library
  • Northwest Region 
    September 10, 2014, 9:30am-11:30am 
    Monticello-Union Township Public Library
  • Northeast Region 
    October 2, 2014, 10am-Noon
    South Whitley Community Public Library
  • Southeast Region 
    October 3, 2014, 9:30am-11:30am 
    Greensburg-Decatur County Contractual Public Library
  • Southwest Region 
    October 22, 2014, 10am-Noon 
    Loogootee Public Library

Space is limited, so please register if you would like to participate.

Committee News

The eContent Committee meeting on August 12, 2014 has been cancelled. The committee will meet again on October 14, 2014 at 10am at the Indiana State Library.

Job News

The Indiana State Library is seeking a Northeast Regional Coordinator to serve as an ambassador to library staff from all types of libraries in Indiana. Regional coordinators offer training workshops, connect local libraries with resources available from the State Library, and provide information, marketing, consulting, continuing education opportunities and more to libraries within their geographical area of the state. The job posting is available on Careers.IN.gov (Listing #591072; Title: Librarian I / Regional Coordinator). This posting will close on August 6, 2014.

Migration News

We have set a tentative migration weekend for the North Madison County Public Library System of September 26-30, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Upcoming Evergreen Indiana Training Opportunities

July 30
Rescheduled Cataloging Roundtable: RDA for Copy Cataloging Presentation, 11am-12pm, webinar
September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428

by admin at July 29, 2014 10:40 PM

July 25, 2014

Massachusetts Library Network Cooperative

The power of collaborative development

The best part of sponsoring Evergreen development projects is that moment when we share an idea that came from our users with the rest of the Evergreen community and discover that, not only do other sites want to see the same feature in Evergreen, but they are also willing to put their financial and staff resources toward the project.

MassLNC's first foray into development was an opportunity to join Bibliomation on a 2010 project they were leading to bring hard due dates and end-of-semester due dates to Evergreen. Within a few months, MassLNC was putting out its first call for development partners to help fund cataloging and batch import enhancements.

Over the years, we've worked with libraries and consortia of all sizes on development projects related to cataloging, acquisitions, holds, and the public catalog. Those libraries have not only allocated money to fund the project, but have also dedicated staff time to review specifications and test the final code to ensure that the final improvement will meet the needs of our Evergreen users.

Our philosophy is that if the improvement is valuable to the libraries in our three consortia, then other Evergreen sites are likely to benefit from the improvement too. Yes, part of the reason we seek development partners is to free up our own development funds to use for other projects. However, we also value the input we receive from partner sites that may have different workflows than ours. More partners also bring more eyes to the testing of final code and reduces the number of bugs we ultimately see in the new feature. With more Evergreen sites involved in the initial development project, we are more likely to end up with a final project that is going to be useful for a variety of Evergreen sites, not just our own.

It always warms my heart whenever Evergreen sites step forward to pledge funds to a development project that started with MassLNC. In some cases, the contributors actually thank us for giving them the opportunity to help fund a project, reminding me of the fact that there are so many sites out there that want to contribute to Evergreen's future, but just don't have the budget that allows them to fund a full development project on their own.

Today, MassLNC would like to thank all of those Evergreen sites out there that have worked with us on our development projects over the years by acknowledging their contributions on the MassLNC Wall of Fame. The contributions from these organizations, no matter how big or how small, have made it possible to bring great new features to Evergreen. 

MassLNC has just started its FY15 development cycle and is very excited about three new projects that we hope to see in a future Evergreen release. We're also looking forward to another opportunity to work with other Evergreen sites to make these projects become a reality. Anyone who wants more information about these development projects can e-mail Kathy Lussier directly at klussier@masslnc.org.

by Kathy Lussier at July 25, 2014 07:57 PM

July 24, 2014

Equinox News

Evergreen Virginia Project Chooses Equinox

FOR IMMEDIATE RELEASE

Duluth, GA—July 24, 2014

The Evergreen Virginia Project has chosen Equinox Software, Inc. as their Evergreen support vendor. The ESI team upgraded them to the newest v2.6.1 release as part of the transition and they will move to the Sequoia platform later this year. The Evergreen Virginia Project is composed of 7 library systems with 27 service locations. Together these libraries serve 138,350 patrons with 814,000 items in their collection. Equinox also will provide additional training to members of the Project Team.  The Evergreen Virginia Project is managed by the Library of Virginia and Equinox.  The project is underwritten by federal Library Services and Technology act funds from the Institute of Museums and  Library Services.

Rose Schooff, Evergreen Virginia Project Manager, described the move as “Smooth, easy, great—every other word like that in a thesaurus.”

Shae Tetterton, Equinox Director of Sales, says “We have had a successful working relationship with the Virginia libraries in the past on smaller projects so we are very pleased to welcome them as the newest addition to the most stable open source platform, Sequoia. We look forward to a long partnership with them.”

Evergreen is an open-source integrated library system with an online public access catalog.  Its features include circulation, cataloging, billing, reporting, acquisitions, serials, and much more.  By using Evergreen public libraries in Virginia can be more efficient, and better serve and communicate with their patrons.

 

About Equinox Software, Inc.

Equinox was founded by the original developers and designers of the Evergreen ILS. We are wholly devoted to the support and development of open source software in libraries, focusing on Evergreen, Koha, and the FulfILLment ILL system. We wrote over 80% of the Evergreen code base and continue to contribute more new features, bug fixes, and documentation than any other organization. Our team is fanatical about providing exceptional technical support. Over 98% of our support ticket responses are graded as “Excellent” by our customers. At Equinox, we are proud to be librarians. In fact, almost half of us have our ML(I)S. We understand you because we *are* you.

We are Equinox, and we’d like to be awesome for you.

For more information on Equinox, please visit http://www.esilibrary.com

About Evergreen

Evergreen is an award-winning ILS developed with the intent of providing an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, almost 1200 libraries across the US and Canada are using Evergreen including NC Cardinal, SC Lends, and B.C. Sitka.

For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org

About Sequoia

Sequoia is a cloud-based library solutions platform for Evergreen, Koha, FulfILLment, and more, providing the highest possible uptime, performance, and capabilities of any library automation platform available. Sequoia was designed by Equinox engineers in order to ensure that our customers are always running the most stable, up to date version of the software they choose.

For more information on Sequoia, please visit http://esilibrary.com/what-we-do/sequoia/

About the Library of Virginia

The Library of Virginia is the state library and archives of the Commonwealth of Virginia.  It provides professional consultation and support to more than 300 public libraries in Virginia, as well as to library staff in state agencies, schools, colleges, museums, corporations, and private organizations throughout Virginia.

by Sara at July 24, 2014 01:51 PM

July 22, 2014

Evergreen Indiana

Weekly Update—July 22, 2014

Cataloging Roundtable, Redux

Due to technical difficulties, we were forced to postpone the formal presentation portion of the roundtable last week. We have set a new date, July 30, 2014 at 11am. Our guest speaker, Stephen Smith of the University of Illinois Chicago, will present on RDA for EI Copy Catalogers. This LEU-eligible course will include a review of RDA basics and what copy catalogers should consider when converting or using RDA records. If you were registered for last week’s roundtable, you do not need to reregister. If the change of date means you’ll be able to join us for the first time, please register using the link below.

Migration News

We have set a tentative migration weekend for the North Madison County Public Library System of September 26-30, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Upcoming Evergreen Indiana Training Opportunities

July 30
Spring/Summer Cataloging Roundtable: RDA for Copy Cataloging, 11am-12pm, webinar
September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428

by admin at July 22, 2014 05:44 PM

July 21, 2014

Equinox News

Kent County Public Library Live on Sequoia

FOR IMMEDIATE RELEASE

Duluth, GA–July 21, 2014

Kent County Public Library has become the first library system to move to Equinox’s new Sequoia service platform. Equinox has hosted Kent for six years, making them the natural choice for Sequoia’s maiden voyage. Kent County Public Library is composed of 3 locations serving 14,000 patrons with 50,000 items.

Andrea Buntz Neiman, Librarian II, Public Services, says “We’re so happy to be able to take advantage of the Sequoia Platform, allowing ESI to quickly and seamlessly apply patches and upgrades to our system.  As a small public library, it’s great to know we’re in such good hands and can continually offer our patrons access to the latest version of Evergreen.”

Mike Rylander, Equinox Director of Development of Technology, comments “I am very proud of our six year relationship with Kent, and so excited to have them on the Sequoia Service Platform. They may be one of the smallest public libraries using Evergreen, but now on Sequoia they can be sure to benefit immediately from the hundreds of improvements Equinox makes annually to the software they depend on every day.”

About Equinox Software, Inc.

Equinox was founded by the original developers and designers of the Evergreen ILS. We are wholly devoted to the support and development of open source software in libraries, focusing on Evergreen, Koha, and the FulfILLment ILL system. We wrote over 80% of the Evergreen code base and continue to contribute more new features, bug fixes, and documentation than any other organization. Our team is fanatical about providing exceptional technical support. Over 98% of our support ticket responses are graded as “Excellent” by our customers. At Equinox, we are proud to be librarians. In fact, almost half of us have our ML(I)S. We understand you because we *are* you.

We are Equinox, and we’d like to be awesome for you.

For more information on Equinox, please visit http://www.esilibrary.com

About Evergreen

Evergreen is an award-winning ILS developed with the intent of providing an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, almost 1200 libraries across the US and Canada are using Evergreen including NC Cardinal, SC Lends, and B.C. Sitka.

For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org

About Sequoia

Sequoia is a cloud-based library solutions platform for Evergreen, Koha, FulfILLment, and more, providing the highest possible uptime, performance, and capabilities of any library automation platform available. Sequoia was designed by Equinox engineers in order to ensure that our customers are always running the most stable, up to date version of the software they choose.

For more information on Sequoia, please visit http://esilibrary.com/what-we-do/sequoia/

by Sara at July 21, 2014 11:51 AM

July 15, 2014

Evergreen Indiana

Weekly Update—July 15, 2014

Autocomplete Deactivation

After reviewing the autocomplete search module component in the OPAC for performance and accessibility, we will be deactivating it beginning today. At this time the module causes errors for users requiring ADA assistance readers and plugins and greatly reduces the return speed of some searches. If you receive feedback from your users or staff regarding this change that you feel should be taken into consideration as we move forward, please do share it with us!

Attention Catalogers: Last Call!

The Cataloging Roundtable will be held this Thursday from 10am-Noon. Please sign up for the webinar using the link below. Our guest speaker, Stephen Smith of the University of Illinois Chicago, will present on RDA for EI Copy Catalogers. This course will include a review of RDA basics and what copy catalogers should consider when converting or using RDA records.

On the Go: Evergreen Indiana Bookmobiles

We’ve received a request to bring back the roundtable for EI Bookmobile staff. If you are part of a bookmobile team and would be interested in participating in a discussion opportunity, please contact Anna (agoben@library.in.gov) with your name, library, contact information, and preferred availability.

Say What?

The opening group of libraries participating in the Pronunicator group purchase will see service begin on Friday, July 18, 2014. The company has offered to extend open enrollment for other libraries who wish to join after further review. We have secured the 20% discount at this point. Please let Anna know if your library is interested.

Member News

The Westfield Washington Public Library is celebrating the grand reopening of their newly renovated facility. If you’re in the area, please join the party on Sunday, July 20, 2014 at 1pm. Our congrats to WWPL on completing their project!

Poseyville Carnegie Public Library welcomes new director Claire Wezet!

Support News

Due to the large number of libraries closing to observe the Christmas Eve holiday, the 2.6 upgrade is being shifted up by one day. The servers will be unavailable beginning at 6pm EST on December 23rd, 2014. Please update your calendars.

Migration News

We have set a tentative migration weekend for the North Madison County Public Library System of September 26-30, 2014. A modified cataloging freeze is anticipated during that weekend. Further information will be forthcoming as available.

Deadlines

The next barcode and library card purchasing pool is now open! Please get your orders in by Friday, July 18, 2014. Complete instructions are available here: July Barcode Pool

Upcoming Evergreen Indiana Training Opportunities

July 17
Spring/Summer Cataloging Roundtable: RDA for Copy Cataloging, 10am-12pm, webinar
September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428

by admin at July 15, 2014 03:54 PM

July 12, 2014

Rogan Hamby

SQL for Librarians

Here it is, SQL for Librarians.  I closed out the Cambridge Evergreen Conference (for good or ill) and actually keep a few folks there until 12.  I had a lot of great comments so I think it was fairly successful despite being a tad loopy from allergy medication.  And I blame the medication for a few things that upon listening to this I cringed at.  In a perfect world I'd love to do this again and do it with a full workshop format.  

Slides: http://www.slideshare.net/roganhamby/sql-for-librarians

Youtube: https://www.youtube.com/watch?v=3Iz-HFiDq6E

by Rogan at July 12, 2014 06:44 PM

July 08, 2014

Evergreen Indiana

Weekly Update—July 8, 2014

Member News

The Greentown Public Library has closed both locations for the renovation switchover this week. They hope to reopen the Adult/High School library by the end of the week. Thanks to the consortium members for continued patience and assistance in providing materials so that patrons are served in a timely fashion!

Deadlines

Please let Anna know if you’d like to participate in the initial group subscription for Pronunciator by noon on Friday (July 11, 2014). We’re beginning with a 10% discount and a waived minimum fee. The more libraries participate, the better the discount!

The next barcode and library card purchasing pool will open on July 14, 2014. Please check your stocks now to prepare your order.

Upcoming Evergreen Indiana Training Opportunities

July 17
Spring/Summer Cataloging Roundtable: RDA for Copy Cataloging, 10am-12pm, webinar
September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1pm-3pm, Indiana State Library, Room 428

by admin at July 08, 2014 07:59 PM

July 07, 2014

Equinox News

The finish line is just the start

Person between two Sequoia trees

Here I sit, at the halfway point between the first production Sequoia Evergreen deployment and the second — a moment over a year in the making.

We’ve been designing and building the Sequoia infrastructure since the late spring of 2013 with the goal of supporting our Equinox-hosted customers on the most fault tolerant, innovative, and consistent deployment environment possible.  It started as a bit of a skunkworks project of mine inspired by lessons we learned hosting large and complex Evergreen deployments for some very large consortia.  I saw that we were spending too much time fighting the same fires, and knew there must be a better way.  And now, there is.

The automation infrastructure — the “cloud”, if you will — behind Sequoia insists on a fairly radical departure from the traditional deployment of software like Evergreen, FulfILLment, and Koha.  The way in which it is radical, though, might seem surprising.  It is not a more complicated and tightly integrated uber-tool, not a magical monolith constructed of buzz words and hype and to-be-delivered APIs that will save us all.  No, it is, at its core, a return to the philosophy that allows Evergreen to serve the needs of both the smallest and largest of libraries.  It’s a recommitment to the UNIX programming philosophy that values  modularity, reusability, and composability.  The parts that make up the Sequoia infrastructure each do one thing, do that one thing well, and interact with one another in a predictable, composable way.  But much more important than that, Sequoia gets out of the way and allows the parts that make up Evergreen, FulfILLment, and Koha do the same; they let your ILS (and ILL) be great.

What can Sequoia do for your library, and what does it do for us?  It will take us a day or so to extract all the customizations in the exiting setup that supports the second customer that will move to Sequoia.  After that, it will take about an hour to deploy the same customer, in parallel, on our Evergreen 2.5 Sequoia cluster.  Then, once the DNS switch is flipped, they, and our support team, will no longer have to worry about the environment getting in the way of excellent uptime and customer (theirs and ours) service.

It’s true, I’m biased,  but I got my first proof that the sky’s the limit with Sequoia on its very first day hosting a production Evergreen instance when I read an email saying simply, “Seems faster, too, excellent!”

We at Equinox are all very proud of our new Sequoia Service Platform, both for its design and the promise it holds for the future, and we invite you to join us in that future.

– Mike Rylander, Director of Development and Technology

by Mike Rylander at July 07, 2014 02:13 PM

July 01, 2014

Dan Scott (Coffee|Code) (Evergreen entries)

Cataloguing for the open web: schema.org in library catalogues and websites

tldr; my slides are here, and the slides from Jenn and Jason are also available from ALA Connect.

On Sunday, June 29th Jenn Riley, Jason Clark, and I presented at the ALCTS/LITA jointly sponsored session Understanding schema.org. The build-up to the session was pretty amazing; I was delighted to learn that Jason and I had been working on pretty much parallel efforts over the past couple of years. Jenn did a great job of organizing the session, and by the time we started talking 276 people had indicated their interest in attending: that was two more than those who had indicated an interest in attending the BIBFRAME Forum Update scheduled in the same time slot. Our room was large and quite full.

Jenn started the session out string by advancing her concept that libraries need to target discovery elsewhere: that is, that there is no way that libraries can compete directly with major search engines like Google, Bing, and Yahoo, either through the discovery tools that we have to offer, our presence in the consciousness of most of the population as the starting point for discovery, or in the resources we can direct towards closing the huge gap in technology, usability, and mindshare that the search engines have opened up over the past two decades. But, we can take steps to start working with the search engines to enable our resources to be discovered and accessed more directly by them.

That led quite naturally to my own part of the session, in which I talked about my attempt to turn cataloguing's efforts to provide access points in our niche catalogues into access points for the open web by publishing schema.org structured data from library catalogues like Evergreen, Koha, and VuFind. I started things out by pointing out the legacy of restrictive robots.txt files that still live on in many catalogues today, then worked through some basics like how sitemaps enable search engines--which strive to provide relevant, useful results that matter to users in their context at a particular place and time--to efficiently crawl just the most recently changed pages of interest. Then I launched into the heart of the talk that showed how catalogues that publish schema.org structured data can turn an undifferentiated mass of presentation-oriented HTML and words into machine-comprehensible entities: classes like Book and Organization, connected by properties like publisher, and with values for properties like author, datePublished, and isbn.

For this talk I used visualizations generated by the RDFa playground to illustrate the structured data contained in some real examples of a production Evergreen system (thanks to Bibliomation). Given that I'm normally a text-and-talk kind of guy, the illustrations seemed to help out--particularly in showing how holdings map quite readily to the Product / Offer structure more commonly used by commercial enterprises to reflect the prices, locations, and availability of their products.

Of course, the evolution from unstructured, to structured, to linked data had its payoff beginning with the link from holdings to the libraries that hold the resources. We have plenty more we can and must do, but unlike other efforts which are still crystallizing and which will require significant architectural work to happen before libraries can even begin trying out real systems, you can use schema.org-enabled systems today. And adapting systems to publish schema.org structured data only requires access to the HTML templates for your system (which, hopefully, you have: otherwise you have bigger problems to deal with!) and following the patterns that have already been established by Evergreen, Koha, and VuFind.

Jason did a great job showing both a broader use case for schema.org, including work he has led on digital collections such as embedding the Recipe type in a book of recipes. And he covered some of the evolution of the vocabulary, including the exciting possibilities introduced by the Action type and potentialAction property for describing RESTful APIs... which naturally led to an off-the-top-of-the-head enumeration of such actions as BorrowAction and LendAction that are perfect for libraries.

Perhaps the best part of the session, however, were the insightful questions from the audience (along with the genuinely enthusiastic response to our talks). We had deliberately left 15 minutes for questions, and we were not disappointed: from questions about how we move from structured data to more linked data (I riffed on the Dodds/Davis Progressive Enrichment linked data pattern, suggesting that we should be able to store links for each field or value of interest directly in our MARC records), to questions about what proprietary systems are doing this with schema.org today (alas, none that I'm aware of, unless something has changed since February).

by Dan Scott (dan@coffeecode.net) at July 01, 2014 08:00 PM

Evergreen Indiana

Weekly Update—July 1, 2014

Bills, Bills, Bills

As mentioned in the last Weekly Update, the new set of manual billing types has been selected. The implementation is scheduled for today. The complete list of new types is below with the recommended usage.

  • Bookkeeping correction: Correct payment or billing entries made in error
  • Claims return: Billing patron for materials that are claims returned
  • Collection agency referral: Collection agencies’ and court costs not automatically applied by the system
  • Drop box return: Used when items that must be returned at a desk are left in the drop box instead
  • Expired hold: Charge when a patron fails to pick up their hold after 7 days
  • Gift/donation: Track donations and gifts to the library
  • Goods/Taxable sales*: Sales of new materials, including books, bags, headphones, digital storage media, etc.
  • Interlibrary Loan: Postage and fees incurred procuring ILL materials from non-EI libraries
  • Meeting rooms*: Room rental and cleaning fees
  • Miscellaneous: Everything else! Be sure to include notes.
  • Non-Resident/Reciprocal Borrower card: Card fees
  • Notification fee: Charge patrons for the cost of preparing and sending physical notices.
  • PLAC: Public Library Access Card fees
  • Postage: Certified mail, postage reimbursements, etc.
  • Print services: Copies, faxes, lamination, scanning, die cuts, etc.
  • Professional services: Research, proctoring, and notary services
  • Rental*: Equipment and material rental fees
  • Repair: Limited, repairable damage costs (new case, torn cover, etc.)
  • Replacement card: Charge to replace a lost or destroyed card on an existing account
  • Returned check: NSF fee

*Billing types marked with an asterisk are considered competitive products/services, and sales tax must be collected and turned over to the Department of Revenue if a library collects monies for these types. (See Section III: http://www.in.gov/dor/reference/files/sib04.pdf)

Prepping Transits

Members who have rebarcoded are encouraged to mark out or cover barcodes from their previous system prior to transiting materials to other Evergreen Indiana libraries. Just a quick swipe with a permanent marker makes it much easier for other libraries to know which barcode is correct to scan!

Member News

The eIndiana Digital OverDrive Consortium welcomes newest member Danville Center Township Public Library.

Support News

Sara O’Sha has stepped down from the Northeast Regional Coordinator position. Until the position has been refilled, please contact Jill Stange (jstange@library.in.gov), the Northwest Regional Coordinator, for assistance. Our congratulations to Sara on her new job and thanks for all her work with Evergreen Indiana over the last year!

Deadlines

The next barcode and library card purchasing pool will open on July 14, 2014. Please check your stocks now to prepare your order.

Upcoming Evergreen Indiana Training Opportunities

July 17
Spring/Summer Cataloging Roundtable: RDA for Copy Cataloging, 10am-12pm, webinar
September 11
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428
September 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428

by admin at July 01, 2014 12:02 PM

June 29, 2014

Rogan Hamby

Conversations At ALA About ILSes

Normally I leave my rabid pro-FLOSS pro-Evergreen attitude for the web.  In person I make a conscious effort to not be so forward as it's usually a hinderance to meaningful conversations.  Today at ALA in Vegas I threw that rule out the window.

I didn't do it right away but eventually I was worn down.  Worn down by what you ask?  Since this morning, I've had six conversations with people bitching about their ILSes.  And their complaints were legitimate.

"I went to Blue ILS years ago and it was great but the founders left and they're now evil corporate sociopaths who abuse us regularly."

"I was about to go to Red ILS which is great with great support but they just got bought out by evil sociopaths and I don't feel good about this anymore."

Valid concerns.  What annoyed me was the fatalism.  "Whatcha gonna do?"  Go open source.  There, I solved it for you.  I told the last one that in those terms.  I usually say it anyway but with more respect for the difficulties their situations face.  But I'm tired of having those issues used as excuses for why libraries should allow themselves to be abused.  The difficulties make things non-trivial, maybe even hard, but not impossible.  And it is the answer.  If you're not being abused, you just wish it was better and you're willing to live with it because you have higher priorities then that's fine.  But if your voice sounds like you're beaten regularly when you talk about your ILS vendor  ... yeah, you need an intervention.

So, how do you do this?

Well, you could host yourself in which case you only have to trust yourself.  But, that may not be efficient.  I use hosting from Equinox Software.  My hosting and support provider has the advantage of expertise from hosting many installs and economies of scale.  Why do I use Equinox? Because I trust them.  Why do I use Evergreen and open source?  Because I don't have to trust them tomorrow.

Implicit in the complaints is lock in - whoever they go with for support owns the software.  Changing support means changing software which is a huge deal.  But when no one owns it, everything is different.  My contract allows free access to my data.  If the leadership changed at Equinox I would just change service providers.  My users won't know.

And yes, that's why open source is the answer.  There's no reason for anyone to ask me if I'm happy with my ILS support because if I wasn't, I'd just change it, year to year if I had to.  And that's a very good thing for my library.  

by Rogan at June 29, 2014 09:26 PM