Open Source Integrated Library System

December 22, 2014

Julia Lima

Ramp-up Stage for a new UX Designer in a Company

How do designers integrate into a software company? What should they ask? Where to find the required...

December 22, 2014 01:59 PM

December 16, 2014

Evergreen Indiana

Weekly Update — December 16, 2014

Getting Ready for 2.7

Are you ready for 2.7?. We are actively training staff on the upgrade this week; if you are unable to attend the live trainings, a video will be available shortly for review on the 2.7 Upgrade page. For libraries with OverDrive, we have notified OverDrive of the downtime and requested standalone access so that registered users have uninterrupted service.

Committee News

The Patron Services Committee met on December 16, 2014, 10am at Greenwood Public Library. This completes our committee meetings for 2014. Thank you to all of our enthusiastic and thoughtful committee members for taking the time to support the consortium and create the opportunities which allow us to grow and change to reflect the needs of our members!

Policy Reminder: Library Cards

We’ve had several libraries note difficult patron interactions recently due to inconsistent application of our policy on library cards between systems. All member libraries are reminded that under current policy cardholders must present their library card to circulate materials. If a patron has forgotten or lost his/her library card, libraries may hold materials for a brief period to allow users to return with their card or encourage them to purchase a replacement card to facilitate immediate access.

Invalid Email Report

Due to a recent reconfiguration of how our email notices are sent libraries are no longer receiving bouncebacks on bad email addresses. We’ve set up a script to invalidate those addresses so that frontline staff are notified that a new or corrected email is needed. Admins may wish to get a batch report. A template has been set up to capture that information. Please note that this only captures those accounts which are marked with an invalid flag by the system. Other accounts, which are marked invalid by your staff manually, will not appear using this template. You may find it here: Reports->Shared Folders->Templates->admin->EI_Templates->Customer-> List patrons having INVALID_PATRON_EMAIL_ADDRESS set by admin account for a given branch

Support News

The 2.7 upgrade will begin at 8pm EST December 23, 2014. We anticipate the servers will be available again at some point on the 28th. If possible, we will bring things back online earlier. Please be sure to sign up for the Support mailing list to keep apprised of our progress. During this upgrade window, the system will be completely unavailable, and you should use offline mode for any transactions.

Deadlines

The Ethics and Policy Audit is due by December 31, 2014! Please let the coordinator know if you need replacement forms.

Upcoming Evergreen Indiana Training Opportunities

December 17
Welcome to Evergreen 2.7, 2-3:30pm, Webinar (1 TLEU)
December 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at December 16, 2014 07:39 PM

December 12, 2014

Equinox News

December 10, 2014

Evergreen Indiana

Weekly Update — December 10, 2014

Getting Ready for 2.7

We are completed testing the 2.7 version of Evergreen. Thank you everyone who took time to test and send in feedback! We kick off the training series this week. For libraries with OverDrive, we have notified OverDrive of the downtime and requested standalone access so that registered users have uninterrupted service.

Committee News

The Executive Committee met on December 9, 2014 at the Indiana State Library. The minutes from the October 14, 2014 meeting were approved. The archived recording of the December meeting is available on Youtube (apologies for the flaky audio!). The Executive Committee will next meet on February 10, 2015.

The eContent Committee met on December 9, 2014 at the Indiana State Library. The minutes from the October 14, 2014 meeting were approved. The eContent Committee will next meet on April 9, 2015.

The Patron Services Committee will wrap up 2014 on December 16, 2014, 10am at Greenwood Public Library.

Please submit your follow-ups and recommendations to the EI Coordinator or a committee member.

Learn something new!

The Indiana State Library is now sponsoring access to Lynda.com for library professionals around the state. Please visit the ISL Continuing Education site for instructions on how to gain access and begin mastering new skills today!

Support News

The 2.7 upgrade will begin at 8pm EST December 23, 2014. We anticipate the servers will be available again on the 28th. If possible, we will bring things back online earlier. Please be sure to sign up for the Support mailing list to keep apprised of our progress. During this upgrade window, the system will be completely unavailable, and you should use offline mode for any transactions.

Deadlines

The purchasing pool for Wowbrary is open until Friday, December 12, 2014; please contact the EI Coordinator if you’d like further information on joining the group. Current members are set to auto-renew unless written notice of cancellation is received.

Upcoming Evergreen Indiana Training Opportunities

December 12
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (1 TLEU)
December 15
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (1 TLEU)
December 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 17
Welcome to Evergreen 2.7, 2-3:30pm, Webinar (1 TLEU)
December 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at December 10, 2014 08:29 PM

December 07, 2014

Julia Lima

Progressive disclosure design pattern

* This content was produced as a contribution for Evergreen as part of the Outreach Program for...

December 07, 2014 01:24 AM

December 04, 2014

Dan Scott (Coffee|Code) (Evergreen entries)

Putting the "Web" back into Semantic Web in Libraries 2014

I was honoured to lead a workshop and speak at this year's edition of Semantic Web in Bibliotheken (SWIB) in Bonn, Germany. It was an amazing experience; there were so many rich projects being described with obvious dividends for the users of libraries, once again the European library community fills me with hope for the future success of the semantic web.

The subject of my talk "Cataloguing for the open web with RDFa and schema.org" (slides and video recording - gulp) pivoted while I was preparing materials for the workshop. I was searching library catalogues around Bonn looking for a catalogue with persistent URIs that I could use for an example. To my surprise, catalogue after catalogue used session-based URLs; it took me quite some time before I was able to find ULB, who had hosted a VuFind front end for their catalogue. Even then, the robots.txt restricted crawling by any user agent. This reminded me rather depressingly of my findings from current "discovery layers", which entirely restrict crawling and therefore put libraries into a black hole on the web.

Thses findings in the wild are so antithetical to the basic principles of enabling discovery of web resources that, in a conference about the semantic web, I opted to spend over half of my talk making the argument that libraries need to pay attention to the old-fashioned web of documents first and foremost. The basic building blocks that I advocated were, in priority order:

  • Persistent URIs, on which everything else is built
  • Sitemaps, to facilitate discovery of your resources
  • A robots.txt file to filter portions of your website that should not be crawled (for example, search results pages)
  • RDFa, microdata, or JSON-LD only after you've sorted out the first three

Only after setting that foundation did I feel comfortable launching into my rationale for RDFa and schema.org as a tool for enabling discovery on the web: a mapping of the access points that cataloguers create to the world of HTML and aggregators. The key point for SWIB was that RDFa and schema.org can enable full RDF expressions in HTML; that is, we can, should, and must go beyond surfacing structured data to surfacing linked data through @resource attributes and schema:sameAs properties.

The Semantic Web is an extension of the current web in which information is given well-defined meaning, better enabling computers and people to work in cooperation. Tim Berners-Lee, Scientific American, 2001

I also argued that using RDFa to enrich the document web was, in fact, truer to Berners-Lee's 2001 definition of the semantic web, and that we should focus on enriching the document web so that both humans and machines can benefit before investing in building an entirely separate and disconnected semantic web.

I was worried that my talk would not be well received; that it would be considered obvious, or scolding, or just plain off-topic. But to my relief I received a great deal of positive feedback. And on the next day, both Eric Miller and Richard Wallis gave talks on a similar, but more refined, theme: that libraries need to do a much, much better job of enabling their resources to be found on the web--not by people who already use our catalogues, but by people who are not library users today.

There were also some requests for clarification, which I'll try to address generally here (for the benefit of anyone who wasn't able to talk with me, or who might watch the livestream in the future).

"When you said anything could be described in schema.org, did you mean we should throw out MARC and BIBFRAME and EAD?"

tldr: I intended and, not instead of!

The first question I was asked was whether there was anything that I had not been able to describe in schema.org, to which I answered "No"--especially since the work that the W3C SchemaBibEx group had done to ensure that some of the core bibliographic requirements were added to the vocabulary. It was not as coherent or full a response as I would have liked to have made; I blame the livestream camera :-)

But combined with a part of the presentation where I countered a myth about schema.org being a very coarse vocabulary by pointing out that it actually contained 600 classes and over 800 properties, a number of the attendees interpreted one of the takeaways of my talk as suggesting that libraries should adopt schema.org as the descriptive vocabulary, and that MARC, BIBFRAME, EAD, RAD, RDA, and other approaches for describing library resources were no longer necessary.

This is not at all what I'm advocating! To expand on my response, you can describe anything in schema.org, but you might lose significant amounts of richness in your description. For example, short stories and poems would best be described in schema.org as a CreativeWork. You would have to look at the associated description or keyword properties to be able to figure out the form of the work.

What I was advocating was that you should map your rich bibliographic description into corresponding schema.org classes and properties in RDFa at the time you generate the HTML representation of that resource and its associated entities. So your poem might be represented as a CreativeWork, with a name, author, description, keywords, and about values and relationships. Ideally, the author will include at least one link (either via sameAs, url, or @resource) to an entity on the web; and you could do the same with about if you are using a controlled vocabulary.

If you take that approach, then you can serve up schema.org descriptions of works in HTML that most web-oriented clients will understand (such as search engines) and provide basic access points such as name / author / keywords, while retaining and maintaining the full richness of the underlying bibliographic description--and potentially providing access to that, too, as part of the embedded RDFa, via content negotiation, or <link rel="">, for clients that can interpret richer formats.

"What makes you think Google will want to surface library holdings in search results?"

There is a perception that Google and other search engines just want to sell ads, or their own products (such as Google Books). While Google certainly does want to sell ads and products, they also want to be the most useful tool for satisfying users' information needs--possibly so they can learn more about those users and put more effective ads in front of them--but nonetheless, the motivation is there.

Imagine marking up your resources with the Product / Offer portion of schema.org you are able to provide search engines with availability information in the same way that Best Buy, AbeBooks, and other online retailers do (as Evergreen, Koha, and VuFind already do). That makes it much easier for the search engines to use everything they may know about their users, such as their current location, their institutional affiliations, their typical commuting patterns, their reading and research preferences... to provide a link to a library's electronic or print copy of a given resource in a knowledge graph box as one of the possible ways of satisfying that person's information needs.

We don't see it happening with libraries running Evergreen, Koha, and VuFind yet, realistically because the open source library systems don't have enough penetration to make it worth a search engine's effort to add that to their set of possible sources. However, if we as an industry make a concerted effort to implement this as a standard part of crawlable catalogue or discovery record detail pages, then it wouldn't surprise me in the least to see such suggestions start to appear. The best proof that we have that Google, at least, is interested in supporting discovery of library resources is the continued investment in Google Scholar.

And as I argued during my talk, even if the search engines never add direct links to library resources from search results or knowledge graph sidebars, having a reasonably simple standard like the GoodRelations product / offer pattern for resource availability enables new web-based approaches for building appplications. One example could be a fulfillment system that uses sitemaps to intelligently crawl all of its participating libraries, normalizes the item request to a work URI, and checks availability by parsing the offers at the corresponding URIs.

by Dan Scott (dan@coffeecode.net) at December 04, 2014 09:15 PM

December 03, 2014

Evergreen Indiana

Weekly Update — December 3, 2014

Welcome Royal Center-Boone Township Public Library

Collage
Despite the ice in central Indiana, Royal Center-Boone Township Public Library went live on December 2, 2014. This completed a 16 month automation process and included a weed of more than 5,600 holdings to make the collection more accessible.

De-Dupe Completed in Record Time

The 2014 deduplication project was completed in less than 24 hours over Thanksgiving. Over 180,000 weak or duplicate records were merged into higher quality records. We encourage staff to continue to be vigilant in identifying and merging remaining duplicates.

Wrapping up the 2.7 Testing

We are actively testing the 2.7 version of Evergreen. Thanks to everyone who has contributed so far! If you would like to participate, please check the Support, Cataloging, or Patron Services Resource listserv archives for instructions and recommended testing procedures. We will be accepting feedback through Sunday, December 7, 2014 in preparation for the holiday upgrade.

Committee News

The final round of governance committee meetings for 2014 are just ahead:

  • December 4, 2014, 10am, Hussey-Mayfield Memorial Public Library: Cataloging Committee
  • December 9, 2014, 10am, Indiana State Library (Room 425): eContent Committee (vendor offerings for CustomGuide and Ancestry)
  • December 9, 2014, 1pm, Indiana State Library (Room 401): Executive Committee
  • December 16, 2014, 10am, Greenwood Public Library: Patron Services Committee

Please submit your follow-ups and recommendations to the EI Coordinator or a committee member.

Support News

The 2.7 upgrade will begin at 8pm EST December 23, 2014. We anticipate the servers will be available again on the 28th. If possible, we will bring things back online earlier. Please be sure to sign up for the Support mailing list to keep apprised of our progress. During this upgrade window, the system will be completely unavailable, and you should use offline mode for any transactions.

Deadlines

The purchasing pool for Wowbrary is open until Friday, December 12, 2014; please contact the EI Coordinator if you’d like further information on joining the group. Current members are set to auto-renew unless written notice of cancellation is received.

Upcoming Evergreen Indiana Training Opportunities

December 12
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (1 TLEU)
December 15
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (1 TLEU)
December 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 17
Welcome to Evergreen 2.7, 2-3:30pm, Webinar (1 TLEU)
December 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at December 03, 2014 07:22 PM

November 25, 2014

Evergreen Indiana

Weekly Update — November 25, 2014

De-Dupe Downtime for Catalogers

We will begin the 2014 deduplication project tomorrow evening. Beginning at 8pm, November 26, 2014, a full cataloging freeze will be in effect. No changes may be made to item or bibliographic records during a full freeze. Standard circulation functions will not be affected. Catalogers will be notified by Monday, December 1 when they may resume cataloging in the staff client.

Taking 2.7 out for a test drive

We have begun testing the 2.7 version of Evergreen. If you would like to participate, please check the Support, Cataloging, or Patron Services Resource listserv archives for instructions and recommended testing procedures. We will be accepting feedback through Sunday, December 7, 2014 in preparation for the holiday upgrade.

Considerate Outreach

While we are still in the process of developing the formal Evergreen Indiana book club policy, members are reminded that circulation periods for outreach and book clubs that exceed standard policy require the circulating library to seek and receive permission for extended circulation from the owning library for each item borrowed.

Committee News

The final round of governance committee meetings for 2014 are just ahead:

• December 4, 2014, 10am, Hussey-Mayfield Memorial Public Library: Cataloging Committee
• December 9, 2014, 10am, Indiana State Library (Room 425): eContent Committee (vendor offerings for CustomGuide and Ancestry)
• December 9, 2014, 1pm, Indiana State Library (Room 401): Executive Committee
• December 16, 2014, 10am, Greenwood Public Library: Patron Services Committee

Please submit your follow-ups and recommendations to the EI Coordinator or a committee member.

Support News

The 2.7 upgrade will begin at 8pm EST December 23, 2014. We anticipate the servers will be available again on the 28th. If possible, we will bring things back online earlier. Please be sure to sign up for the Support mailing list to keep apprised of our progress. During this upgrade window, the system will be completely unavailable, and you should use offline mode for any transactions.

Migration News

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

Deadlines

We’re coming up on the purchase period for Wowbrary, please contact the EI Coordinator if you’d like further information on joining the group. Current members are set to auto-renew unless written notice of cancellation is received.

Upcoming Evergreen Indiana Training Opportunities

December 12
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (1 TLEU)
December 15
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (1 TLEU)
December 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 17
Welcome to Evergreen 2.7, 2-3:30pm, Webinar (1 TLEU)
December 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

This newsletter accompanies the Evergreen Indiana Weekly Update blog. Please forward and share with your staff and other interested parties.

by admin at November 25, 2014 08:18 PM

November 24, 2014

Equinox Blog and News

Change In Leadership At Equinox

FOR IMMEDIATE RELEASE
Duluth, GA–November 24, 2014

Equinox Software, Inc. is pleased to announce that Mike Rylander has been selected by the Equinox Board of Directors as President of the company. In addition to being a co-founder of Equinox, Rylander is one of the original developers of the Evergreen open source integrated library system. As the architect of Equinox’s new Sequoia services platform, Rylander stated that he is excited to take the helm and drive Equinox forward with a focus on Sequoia and its added-value components, AIM and Idea Lab. “I’m very proud of the way the Equinox team has pulled together to realize our new service offerings and I look forward to our bright future together.”

Vice President Grace Dunbar said that she couldn’t be more pleased that Rylander had been selected to fill the vacancy created when Brad LaJeunesse resigned. “I have worked with Mike for over five years and I know that under his leadership, Equinox will continue to grow even stronger.”

If you have questions or comments, please contact info@esilibrary.com.

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.

by admin at November 24, 2014 02:43 PM

Julia Lima

System Feedback Loops

In this post I will talk about System Feedback Loops. All of this content was produced as a...

November 24, 2014 02:37 AM

November 18, 2014

Evergreen Indiana

Weekly Update— November 18, 2014

The Next 6 Weeks

We have scheduled multiple major system maintenance projects over the next six weeks. Please be sure to have at 1 person per shift at your library subscribed to the Evergreen Support listserv so that you are always up to date with the system status updates.

Beginning next week, in preparation for the December upgrade we plan to release the 2.7 test server for your attention. Information on this testing cycle will be sent out on the Evergreen Support list, and we ask that you please take some time to check out the upgraded system. We had an outstanding test round last winter which allowed us to catch a few bugs, correct a couple of configurations, and discover some new functionalities before the consortium upgraded.

Next week also kicks off the 2014 deduplication project. Beginning at 8pm, November 26, 2014, a full cataloging freeze will be in effect. No changes may be made to item attributes or bibliographic records during a full freeze. Standard circulation functions will not be affected. Catalogers will be notified by Monday, December 1 when they may resume cataloging in the system.

Committee News

The final round of governance committee meetings for 2014 are just ahead:

  • December 4, 2014, 10am, Hussey-Mayfield Memorial Public Library: Cataloging Committee
  • December 9, 2014, 10am, Indiana State Library (Room 425): eContent Committee (new vendor offerings under discussion will include CustomGuide and Ancestry)
  • December 9, 2014, 1pm, Indiana State Library (Room 401): Executive Committee
  • December 16, 2014, 10am, Greenwood Public Library: Patron Services Committee

Please submit your follow-ups and recommendations to the EI Coordinator or a committee member.

Member News

The eIDC welcomes new member Shoals Public Library.

The Indiana State Library welcomes new Northeast Regional Coordinator Paula Newcom! Paula came to the Indiana State Library from the Crown Point Community Library where she was the Head of Youth Services. She has also worked at the Marion Public Library in Grant County, Indiana (Reference and Webmaster) and the Akron-Summit County Public Library (Audiovisual Services) in Ohio. She is a graduate of Indiana University with a B.A. in English and Film Studies. She obtained her Masters in Library Science from Indiana University.

Support News

The 2.7 upgrade will begin at 8pm EST December 23, 2014. We anticipate the servers will be available again on the 28th. If possible, we will bring things back online earlier. Please be sure to sign up for the Support mailing list to keep apprised of our progress. During this upgrade window, the system will be completely unavailable, and you should use offline mode for any transactions.

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.

Deadlines

The November barcode purchasing pool has been extended to November 21, 2014. Please get your orders for library cards and/or barcodes in now!

The RDA Toolkit 2015 purchase will close on Thursday, November 20. Please contact the EI Coordinator if you would like to participate.

We’re coming up on the purchase period for Wowbrary, please contact the EI Coordinator if you’d like further information on joining the group. Current members are set to auto-renew unless a written notice to cancel is received.

Upcoming Evergreen Indiana Training Opportunities

December 12
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (1 TLEU)
December 15
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (1 TLEU)
December 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 17
Welcome to Evergreen 2.7, 2-3:30pm, Webinar (1 TLEU)
December 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at November 18, 2014 03:41 PM

November 12, 2014

Evergreen community blog

Welcome Julia to the Evergreen OPW Internship Project

The Free and Open Source Software Outreach Program for Women announced the names of interns who will be participating in the program’s December 2014 – March 2015 internship round.

The Evergreen project is pleased to announce that Julia Lima of Villa Carlos Paz, Cordoba, Argentina will be working with the Evergreen community during this internship period to create a User Interface Style Guide for the new web client.

Julia is a student studying design at the Universidad Provincial de Cordoba in Argentina. She will work on the style guide during her summer break. As part of her contribution to the project this fall, Julia made three specific recommendations to improve the existing web client User Interface.

The Evergreen OPW mentors selected Julia’s proposal after reviewing proposals from nine potential candidates, several of whom worked with the community during the application period and submitted very good proposals. Bill Erickson, Grace Dunbar, and Dan Wells will serve as project mentors for the UI Style Guide.

Expect to hear more from Julia as she begins working on her project next month.

We also hope to continue hearing from the many candidates with whom we connected during the application period. They brought a lot of enthusiasm and fresh ideas to the project, and we encourage everyone to keep working with us as time allows.

I also want to extend thanks to all the mentors who worked with potential candidates during the application period and reviewed the applications; to others in the community who helped the candidates with installation, answered their questions, and provided feedback to their ideas; and to the Evergreen Oversight Board for supporting the project by funding the internship.

 

 

 

 

by Kathy Lussier at November 12, 2014 07:19 PM

Massachusetts Library Network Cooperative

MassLNC Seeks Quotes for Bug Fix/Enhancement Project

MassLNC is seeking quotes for a project that will provide staff with options for handling holds when the last potential copy/part available to fill the hold is deleted for the system.

The goal of this project is to fix an existing bug where deleting parts can break holds interfaces if that part is still linked to a hold. However, the project should also add new features that will give staff greater flexibility to address holds whenever a last potential copy or part is deleted. The full project requirements are available at http://masslnc.cwmars.org/node/3096.

Any developer or vendor interested in working on this project should contact Kathy Lussier directly at klussier@masslnc.org for further information on submitting a quote.

by admin at November 12, 2014 03:56 PM

November 08, 2014

Dan Scott (Coffee|Code) (Evergreen entries)

How discovery layers have closed off access to library resources, and other tales of schema.org from LITA Forum 2014

At the LITA Forum yesterday, I accused (presentation) most discovery layers of not solving the discoverability problems of libraries, but instead exacerbating them by launching us headlong to a closed, unlinkable world. Coincidentally, Lorcan Dempsey's opening keynote contained a subtle criticism of discovery layers. I wasn't that subtle.

Here's why I believe commercial discovery layers are not "of the web": check out their robots.txt files. If you're not familiar with robots.txt files, these are what search engines and other well-behaved automated crawlers of web resources use to determine whether they are allowed to visit and index the content of pages on a site. Here's what the robots.txt files look like for a few of the best-known discovery layers:

User-Agent: *
Disallow /

That effectively says "Go away, machines; your kind isn't wanted in these parts." And that, in turn, closes off access to your libraries resources to search engines and other aggregators of content, and is completely counter to the overarching desire to evolve to a linked open data world.

During the question period, Marshall Breeding challenged my assertion as being unfair to what are meant to be merely indexes of library content. I responded that most libraries have replaced their catalogues with discovery layers, closing off open access to what have traditionally been their core resources, and he rather quickly acquiesced that that was indeed a problem.

(By the way, a possible solution might be to simply offer two different URL patterns, something like /library/* for library-owned resources to which access should be granted, and /licensed/* for resources to which open access to the metadata is problematic due to licensing issues, and which robots can therefore be restricted from accessing.)

Compared to commercial discovery layers on my very handwavy usability vs. discoverability plot, general search engines rank pretty high on both axes; they're the ready-at-hand tool in browser address bars. And they grok schema.org, so if we can improve our discoverability by publishing schema.org data, maybe we get a discoverability win for our users.

But even if we don't (SEO is a black art at best, and maybe the general search engines won't find the right mix of signals that makes them decide to boost the relevancy of our resources for specific users in specific locations at specific times) we get access to that structured data across systems in an extremely reusable way. With sitemaps, we can build our own specialized search engines (Solr or ElasticSearch or Google Custom Search Engine or whatever) that represent specific use cases. Our more sophisticated users can piece together data to, for example, build dynamic lists of collections, using a common, well-documented vocabulary and tools rather than having to dip into the arcane world of library standards (Z39.50 and MARC21).

So why not iterate our way towards the linked open data future by building on what we already have now? As Karen Coyle wrote in a much more elegant fashion, the transition looks roughly like:

  • Stored data -> transform/template -> human readable HTML page
  • Stored data -> transform/template (tweaked) -> machine & human readable HTML page

That is, by simply tweaking the same mechanism you already use to generate a human readable HTML page from the data you have stored in a database or flat files or what have you, you can embed machine readable structured data as well.

That is, in fact, exactly the approach I took with Evergreen, VuFind, and Koha. And they now expose structured data and generate sitemaps out of the box using the same old MARC21 data. Evergreen even exposes information about libraries (locations, contact information, hours of operation) so that you can connect its holdings to specific locations.

And what about all of our resources outside of the catalogue? Research guides, fonds descriptions, institutional repositories, publications... I've been lucky enough to be working with Camilla McKay and Karen Coyle on applying the same process to the Bryn Mawr Classical Review. At this stage, we're exposing basic entities (Reviews and People) largely as literals, but we're laying the groundwork for future iterations where we link them up to external entities. And all of this is built on a Tcl + SGML infrastructure.

So why schema.org? It has the advantage of being a de-facto generalized vocabulary that can be understood and parsed across many different domains, from car dealerships to streaming audio services to libraries, and it can be relatively simply embedded into existing HTML as long as you can modify the templating layer of your system.

And schema.org offers much more than just static structured data; schema.org Actions are surfacing in applications like Gmail as a way of providing directly actionable links--and there's no reason we shouldn't embrace that approach to expose "SearchAction", "ReadAction", "WatchAction", "ListenAction", "ViewAction"--and "OrderAction" (Request), "BorrowAction" (Borrow or Renew), "Place on Reserve", and other common actions as a standardized API that exists well beyond libraries (see Hydra for a developing approach to this problem).

I want to thank Richard Wallis for inviting me to co-present with him; it was a great experience, and I really enjoy meeting and sharing with others who are putting linked data theory into practice.

by Dan Scott (dan@coffeecode.net) at November 08, 2014 04:41 PM

November 07, 2014

Evergreen Indiana

Weekly Update — November 5-11, 2014

Due to the multiple state holidays in November 2014, we are combining issues and releasing off-cycle. We will return to our normal schedule on November 18, 2014.

It’s not really a tragedy

<iframe allowfullscreen="allowfullscreen" frameborder="0" height="480" src="http://www.youtube.com/embed/PQO6Kng6z4Q?rel=0" width="853"></iframe>
Circulation staff from around the state joined us for a spirited discussion of the many ways we see library materials get damaged. Whether it’s an overfull bookdrop or an adventurous pet, we all accept material damage as a daily reality in libraries. The Patron Services Committee will be working on defining a minimum material quality for consortially loaned materials this winter. If you weren’t able to join us, the archived presentation is available here: . The archived version has been approved for one (1) locally proctored LEU. If you have questions about getting locally proctored LEUs, please review the requirements here: LEU Policies

Member News

Osgood Public Library welcomes new Director Kim Porter.

Support News

Thanksgiving weekend is our selected timeframe for our next planned de-duplication and we have set a FULL cataloging freeze for November 27-30, 2014.

The 2.7 update will begin at 8pm EST December 23, 2014. We anticipate the servers will be available again on the 28th. If possible, we will bring things back online earlier. Please be sure to sign up for the Support mailing list to keep apprised of our progress. During this update window, the system will be completely unavailable, and you should use offline mode for any transactions.

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.

Upcoming Evergreen Indiana Training Opportunities

December 12
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (LEU status pending)
December 15
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (LEU status pending)
December 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 17
Welcome to Evergreen 2.7, 2-3:30pm, Webinar (LEU status pending)
December 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at November 07, 2014 07:30 PM

November 06, 2014

Massachusetts Library Network Cooperative

New Development, New Partnerships and a First Look at the New Client

MassLNC recently contracted with Equinox Software, Inc. to perform work on two development projects.

The first project, the Evergreen alerts project, will give libraries more control over which system alerts they receive and when they receive them. This project came from several ideas submitted to the MassLNC Ideas Site, including separate checkin and checkout alerts, the ability to add alerts on another library's items, and the addition of an option to clear an alert when the alert message is triggered. Several Evergreen community development partners will help us fund this project: the Georgia Public Library Service, Consortium of Ohio LibrariesHagerstown - Jefferson Township Library, and Union County Public Library.

The second project will create a patron message center so that users can see important notifications when they log into the catalog. This project also has its seeds in a couple of MassLNC development ideas, including Add a "Expired/Cancelled Holds" tab in patron online My Account and patron notification of approach account expiration. Georgia Public Library Service is also helping us fund this project. 

The development committee is still considering two other development projects that have arisen through the development process: an activity metric to be used when ranking search results and a project to improve the way records and lists are printed, e-mailed, or otherwise shared from the catalog. Our hope is to move forward with at least one of those development projects during this fiscal year.

In addition to ongoing work to bring new enhancements to Evergreen, MassLNC have also been looking at high-priority bugs that should be fixed in the system. To that end, we are currently seeking quotes to fix a bug where removing a part with holds causes errors in the staff client to appear when retrieving screens that reference the hold - https://bugs.launchpad.net/evergreen/+bug/937789. The MassLNC project would not only fix the problem with the error, but would improve the way Evergreen responds when removing the last potential copy that can fill one or multiple holds. More information on this project is available at http://masslnc.cwmars.org/node/3096.

Over the last two months, several people in MassLNC and the participating networks have spent time testing circulation in the new web client that will eventually replace the downloadable client used for Evergreen. Anyone is welcome to try out the new web client by visiting the demo site at https://webby.evergreencatalog.com/eg/staff/login. The user name is admin and password is demo123. The demo web client currently works best in Google Chrome. 

The MassLNC Executive Board also voted last month to continue to be full partners in the web client development project by allocating funds to the remaining development sprints, which will cover acquisitions, serials, reports, administrative interfaces, integration, and other pieces that may have been missed in the early sprints. Equinox is currently working on adding cataloging to the web client. We'll continue to post updates here as the web client development sprints progress. 

 

 

by Kathy Lussier at November 06, 2014 04:57 PM

Equinox Blog and News

Welcome, Mary!

It is with great pleasure that we announce yet another new member of the Equinox team!  Please join us in welcoming Mary Jinglewski, our new Training Services Librarian.  In this role, she will be training librarians on all the ins and outs of Evergreen and Koha.  Training is one of the most important services we provide here at Equinox.  We couldn’t be more thrilled to have someone with Mary’s experience and enthusiasm on board.

A native of Georgia, Mary completed her undergraduate studies in Computer Science with a Business minor at Berry College.  She then went on to get her MLIS at the University of British Columbia in Vancouver, Canada.  She’s been a fan of open source software and Evergreen for a long time.  Mary has worked with several libraries and institutions including Smithsonian Libraries, UBC Museum of Anthropology, and the BC Libraries Cooperative .  In her spare time, she volunteers as a community rep for the Digital Public Library of America.

Angela Kilsdonk, Equinox Education Manager, had this to say about Mary, “Mary’s experience with Evergreen and enthusiasm for open source software are a great addition to the Education Department and the Equinox team.  I’m looking forward to working with Mary to expand our training services.”

When she’s not championing for open source and open data, Mary enjoys contra dancing and following hockey.  (“Go Canucks!”)  You can also find her tweeting about the latest in library news and open source on Twitter (@mjingle).

by Sara at November 06, 2014 04:19 PM

November 05, 2014

Evergreen community blog

SECURITY RELEASES – Evergreen 2.7.1, 2.6.4, and 2.5.8

On behalf of the Evergreen contributors, the 2.7.x release maintainer (Ben Shum) and the 2.6.x and 2.5.x release maintainer (Dan Wells), we are pleased to announce the release of Evergreen 2.7.1, 2.6.4, and 2.5.8.

The new releases can be downloaded from:

http://evergreen-ils.org/egdownloads/

THESE RELEASES CONTAIN SECURITY UPDATES, so you will want to upgrade as soon as possible.

In particular, they fix a bug where even if a user had logged out of the Evergreen public catalog, their login session was not removed. This would permit somebody who had access to the user’s session cookie to impersonate that user and gain access to their account and circulation information.

After installing the Evergreen software update, it is recommended that memcached be restarted prior to restarting Evergreen services and Apache.  This will clear out all user login sessions.

All three releases also contain bugfixes that not related to the security issue. For more information on the changes in these release, please consult the change logs:

by Galen Charlton at November 05, 2014 09:11 PM

November 04, 2014

Equinox Blog and News

PaILS/SPARK Continues to Grow with Evergreen

FOR IMMEDIATE RELEASE

Duluth, GA–November 3, 2014

Equinox is excited to announce that Ashland and Orwigsburg have joined PaILS/SPARK Consortium!  The two libraries are located in Schuylkill County, Pennsylvania.  There are now 41 libraries in the SPARK Consortium with another 30 to be added by Spring 2015.

Ashland Public Library boasts almost 20,000 items for use by its 2,300 patrons.  Orwigsburg Free Public Library services almost 2,800 patrons with nearly 30,000 items.  Both libraries were migrated to Evergreen by the Equinox team in early October.

Equinox Project Manager Jenny LaJeunesse had this to say about the new additions to the SPARK Consortium, “The libraries in Schuylkill County, Pennsylvania bring valuable services to their library users, and they are continuing in that mission by joining the fast-growing PaILS state-wide consortium, broadening their library services to encompass online access to their catalog.”

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 using Evergreen Open Source ILS.  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 November 04, 2014 02:34 PM

October 28, 2014

Evergreen Indiana

Weekly Update — October 28, 2014

Thank you for joining us!

SW Regional Roundtable 2014
We wrapped up the final regional roundtable with a cozy gathering of 27 staff representing 15 libraries in Loogootee. Across the 5 roundtables, 64 member libraries sent almost 150 staff to participate and contribute to our discussions. We made a lot of progress on defining plans for future development, procedures, and policy. This has been an outstanding experience to get direct feedback and build relationships among member libraries, and we thank you for joining us!

Live Trainings Scheduled

We have set the final live trainings for 2014. Please register now for the core Evergreen courses and the 2.7 Update classes using the links below.

Member News

Pike County Public Library welcomes Interim Director Dana Hughes.
South Whitley Community Public Library welcomes Interim Director Darci Kessie.
Van Buren Public Library welcomes new Director Shawn Heaton.

eIndiana Consortium News

The eIDC welcomes new member North Madison County Public Library System! This brings our number of active library systems in the consortium to 85.

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.

Upcoming Evergreen Indiana Training Opportunities

October 30
Fall 2014 Patron Services Roundtable, 10am-12pm, Webinar (1 LEU)
November 6
Fall 2014 Cataloging Roundtable, 10am-12pm, Webinar (1 LEU)
December 12
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (LEU status pending)
December 15
Welcome to Evergreen 2.7, 10am-11:30am, Webinar (LEU status pending)
December 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 17
Welcome to Evergreen 2.7, 2-3:30pm, Webinar (LEU status pending)
December 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at October 28, 2014 08:23 PM

October 27, 2014

Equinox Blog and News

Welcome, Tara!

Equinox is very happy to announce that a new business manager has joined our team!  It didn’t take long for us to find Tara Callender and determine she’d be a perfect fit for our growing company.  Tara has been working in the financial field for the last 18 years.  She refers to herself as a “compulsive organizer when it comes to finance.”  She is excited to share this particular compulsion here at Equinox!

When she’s not managing payroll and crunching numbers, Tara enjoys spending time with her husband, Steve, and two little girls.  As a family, they spend their weekends exploring the great state of Georgia.

Grace Dunbar, Equinox Vice President, had this to say about the hiring, “I’m so pleased to welcome Tara to Equinox.  We were thrilled to find the perfect fit of experience and personality so quickly.”

by Sara at October 27, 2014 06:44 PM

October 22, 2014

Evergreen Indiana

Weekly Update – October 21, 2014

Welcome North Madison County Public Library!

NMCPL - Mig Splash-web
North Madison County Public Library went live in Evergreen Indiana on October 21, 2014. We had a great day in Elwood, Frankton and Summitville! Our thanks to neighbor EI system Alexandria-Monroe Public Library who sent a team to assist!

Available in Beta

The first of the new Evergreen Indiana online basic classes went live last week. Announced as a soft open on the Cataloging listserv, we already have several students up and running. If you need to take the class in preparation for the Advanced series next week, or are just curious about basic cataloging procedures, you are invited to try it out. Please note that the site and content will continue to undergo changes as we refine the experience.

Try it out: Evergreen Indiana Trainings

Member News

The eIndiana OverDrive consortium welcomes new member Shoals 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 go-live is scheduled for December 2, 2014. There will be no cataloging freeze associated with this migration.

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, 10am-12pm, Webinar (1 LEU)
November 6
Fall 2014 Cataloging Roundtable, 10am-12pm, Webinar (1 LEU)

by admin at October 22, 2014 10:03 AM

October 14, 2014

Evergreen Indiana

Weekly Update — October 14, 2014

Last Call!

The final regional roundtable will be here next week! There’s space available if you haven’t had a chance to register yet!
Southwest Region – October 22, 10am-Noon, Loogootee Public Library

Coming Soon: North Madison County Public Library

North Madison County Public Library will go live in Evergreen Indiana on October 21, 2014. A modified cataloging freeze will be in place. As a reminder, this means that bibliographic records may not be added or edited beginning at 8am October 17 until you are notified the system is available on the 21st.

Committee News

The eContent Committee met on October 14, 2014 at 10am at the Indiana State Library. Presentation notes and a recap will be sent out the eContent listserv later this week.

The Executive Committee met on October 14, 2014 at 1pm at the Indiana State Library. A recap will be issued later this week together with viewing links of the recording.

Member News

Congratulations to Gary Rubendall, director of the Dublin Public Library, for winning a 2014 Indiana Landmarks’ Servaas Memorial Award for his youth education programs at the library! (Press Release)

Support News

Our systems administrator is on vacation; thank you for your patience if technical issues take a bit longer than usual to address.

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

Job News

Pike County Public Library is seeking a new director. The job listing is available on the Indiana Library Jobs page.

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.

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, 10am-12pm, Webinar (1 LEU)
November 6
Fall 2014 Cataloging Roundtable, 10am-12pm, Webinar (1 LEU)

by admin at October 14, 2014 08:05 PM

Dan Scott (Coffee|Code) (Evergreen entries)

DCMI 2014: schema.org holdings in open source library systems

My slides from DCMI 2014: schema.org in the wild: open source libraries++.

Last week I was at the Dublin Core Metadata Initiative 2014 conference, where Richard Wallis, Charles MacCathie Nevile and I were slated to present on schema.org and the work of the W3C Schema.org Bibliographic Extension Community Group (#schemabibex). As a first-timer at DCMI, I wasn't sure what kind of an audience to expect: there is a peer-reviewed papers track, and a series of sessions on a truly intimidating topic (RDF Application Profiles), but on the other hand our own topic was fairly basic. As it turned out, there was an invigoratingly mixed set of backgrounds present, and Eric Miller's opening keynote, which gave an oral history of the origins of DCMI and a look towards the future challenges for the organization, reassured me that I wasn't going to be out of my depth.

Special kudos to Eric for his analogy of the Web to a credit card, which offers both human-readable and machine-readable data. A nice, clean image!

Richard, Charles and I opted to structure our 1.5 hour session as a series of short talks followed by a long period of discussion. However, as often happens, the excitement of speaking in front of a room that drew so many attendees that we had to jam with more chairs led to that plan breaking down. I cut my own materials back to illustrating how one of my primary contributions to the #schemabibex effort--representing library holdings using schema.org's GoodRelations-based Product/Offer model--had been implemented in free software library systems, including Evergreen, Koha, and VuFind. I walked from a basic bibliographic record (represented as a Product), through to the associated borrowable items (represented as Offers with a price of $0.00, call numbers as SKUs, and barcodes as serialNumbers), that were offered by a specific Library with its own set of operating hours, address, and contact information... all published out of the box as RDFa in modern Evergreen systems.

I did stray a little to posit that the use case for schema.org is not and should not be limited to "search engine optimization", but that this very simple level of structured data could fairly easily form the basis of an API. In the rather limited discussion that we were able to hold at the end of the session (and encroaching on break time), Charles counselled that libraries shouldn't really bother with dumbing down their beautiful metadata simply to publish schema.org... while I countered that the pursuit of publishing beautiful metadata in the past has generally led librarians to publish no metadata at all, and that schema.org was a great first step towards building a web of cultural heritage metadata meant for machine consumption.

I wish I could have stayed longer at DCMI, but it was Thanksgiving in Canada and there were families to visit and feast with--not to mention children to help take car of--so I had to depart after just a day and a half. I'm encouraged by the steps the organization is taking to renew itself, and I hope to be able to participate again in the future.

by Dan Scott (dan@coffeecode.net) at October 14, 2014 01:07 AM

October 07, 2014

Evergreen Indiana

Weekly Update – October 7, 2014

Getting in some face time

NE Regional Roundtable 2014
On Thursday, October 2, 2014, more than 30 staff from 17 libraries met in South Whitley, and on Friday, October 3, 2014, the meeting at Greensburg was attended by 25 staff representing 11 libraries. Lively discussions brought many interesting experiences and questions to light! We are delighted to have had the opportunity to hear directly from so many staff and that you were able to join us. A special thanks to South Whitley Community Public Library and Greensburg-Decatur County Contractual Public Library for hosting!
SE Regional Roundtable 2014

Still Ahead

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.

Member News

Linton Public Library welcomes new director Krystal Becker.

Syracuse-Turkey Creek Township Public Library welcomes interim director Gisela Vore.

Support News

Our systems administrator is on vacation; thank you for your patience if technical issues take a bit longer than usual to address.

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

Job News

Syracuse-Turkey Creek Township Public Library is seeking a new director. The job listing is available on the Indiana Library Jobs page.

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.

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.

Upcoming Evergreen Indiana Training Opportunitie

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, 10am-12pm, Webinar (1 LEU)
November 6
Fall 2014 Cataloging Roundtable, 10am-12pm, Webinar (1 LEU)

by admin at October 07, 2014 01:11 PM

October 02, 2014

Evergreen community blog

Evergreen 2.7.0 has been released!

Evergreen 2.7.0 has been released!

Small delay in announcing, but here we go…

Cheers and many thanks to everyone who helped to make Evergreen 2.7.0 a reality, our first official release of the 2.7 series! After six months of hard work with development, bug reports, testing, and documentation efforts, the 2.7.0 files are available on the Evergreen website’s downloads page: http://evergreen-ils.org/egdownloads

So what’s new in Evergreen 2.7? You can see the full release notes here: http://evergreen-ils.org/documentation/release/RELEASE_NOTES_2_7.html. To briefly summarize though, there were contributions made for both code and documentation by numerous individuals. A special welcome and acknowledgement to all our first-time contributors, thanks for your contributions to Evergreen!

Some caveats now… currently Evergreen 2.7.0 requires the use of the latest OpenSRF 2.4 series, which is still in its alpha release (beta coming soon). As folks help to test the OpenSRF release, this will no doubt help to make Evergreen 2.7 series better. Also, for localization/i18n efforts, there was some last minute bug finding and we plan to release updated translation files in the next maintenance release 2.7.1 for the 2.7 series.

Evergreen 2.7.0 includes a preview of the new web-based staff client code. The instructions for setting this up are being finalized by the community and should be expected for release during the next maintenance version 2.7.1 later in October.

See here for some direct links to the various files so far:
http://evergreen-ils.org/downloads/Evergreen-ILS-2.7.0.tar.gz
http://evergreen-ils.org/downloads/Evergreen-ILS-2.7.0.tar.gz.md5
http://evergreen-ils.org/downloads/evergreen-client-2.7.0_i686.tar.bz2
http://evergreen-ils.org/downloads/evergreen-client-2.7.0_i686.tar.bz2.md5
http://evergreen-ils.org/downloads/evergreen-client-2.7.0_x86_64.tar.bz2
http://evergreen-ils.org/downloads/evergreen-client-2.7.0_x86_64.tar.bz2.md5
http://evergreen-ils.org/downloads/evergreen-setup-2.7.0.exe
http://evergreen-ils.org/downloads/evergreen-setup-2.7.0.exe.md5
http://evergreen-ils.org/downloads/ChangeLog-2.6-2.7.0

Once again, a huge thanks to everyone in the community who has participated this cycle to contribute new code, test and sign-off on features, and work on new documentation and other ongoing development efforts.

Cheers,

— Ben

by Ben Shum at October 02, 2014 05:42 PM

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, 10am-12pm, Webinar
November 6
Fall 2014 Cataloging Roundtable, 10am-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 Blog and 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 Blog and 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 Blog and 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