Open Source Integrated Library System

March 24, 2015

Evergreen Indiana

Weekly Update — March 24, 2015

Spring Cleaning the Patron Records!

We’re pleased to announce that the scripts are complete to remove the long-expired and inactive patrons from our database. In compliance with Indiana code, we are required to mark inactive and delete long-expired (3+ years) patrons who are in good standing. We have implemented the script to delete these records and libraries will see fewer irrelevant results when searching patrons going forward. Patrons with outstanding bills, open circulations, or bars have been retained until their accounts are cleared.

We have a record of the first batch of patron records to be deleted if you would like to use it to cull your paper records (if the retention period has ended). We have templates in development that will be available very shortly in the Admin folder of the reports interface so that you can track which records are slated for deletion.

One other outcome of this clean-up is that aged circulations (circulation information from which the identifiable patron data has been stripped) are now playing a significant role in how you report some circulation statistics. Circulations on any patron record that is deleted are automatically aged (or anonymized). If you are using a report that includes circulation details spanning more than three years, you should plan on using the “Aged and Active Circulations” source for reporting rather than “Circulations”.

eIDC News

We had several libraries band together and support a group content buy which will extend our periodical platform fee discount for a full second year. Our thanks to Andrews-Dallas Public Library, Barton-Rees Pogue Memorial Public Library, Jackson County Public Library, Noble County Public Library, North Webster Community Public Library, Osgood Public Library, Perry County Public Library, Roanoke Public Library, and Switzerland County Public Library.

Deadlines

Registration for the 2015 EI Annual Conference will close on March 31, 2015. Please visit the Evergreen Indiana Annual Conference 2015 page now!

Library standards’ waiver letters are due to the Library Development Office by March 30, 2015. Please remember that Evergreen Indiana libraries must be found in-standards or receive a waiver from the ILHB to continue as regular members of the consortium!

Upcoming Evergreen Indiana Training Opportunities

June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
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 March 24, 2015 06:43 PM

March 23, 2015

Equinox Blog and News

Lake Agassiz and NW Regional Choose Evergreen

FOR IMMEDIATE RELEASE

Duluth, GA–March 23, 2015

We are excited to announce that Lake Agassiz Regional Library (LARL) and Northwest Regional Library (NWRL), both in Minnesota, have chosen Equinox to manage their migration to Evergreen later this year. Equinox will also be providing support.  These two libraries have shared an Innovative Interfaces system for over ten years and will be taking the plunge into open source together.   The library systems share approximately 225,000 items and serve 95,000 patrons.

Lake Agassiz Regional Library Director Liz Lynch remarked, “Lake Agassiz Regional Library and Northwest Regional Library are excited about the possibilities moving forward with a new automation system.”

Sharon Douglas, LARL Automation Coordinator, will be working closely with the Equinox team in the upcoming months.  “LARL and NWRL have shared an ILS for well over over 10 years and look forward to continuing this relationship with the new automation system.”

Equinox Sales Director Shae Tetterton added, “This is a group who really did their homework before making a decision to move forward with a new ILS. I couldn’t be happier they chose Equinox and Evergreen for their next generation ILS.”

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 about Equinox, please visit http://www.esilibrary.com.

About Lake Agassiz Regional Library and Northwest Regional Library

Lake Agassiz Regional Library and Northwest Regional Library are library systems located in Minnesota.  LARL is comprised of 13 branch sites and 9 LINK sites.  NWRL has 7 branch sites and 2 LINK sites.  LARL and NWRL were formed under joint powers agreements between cities and counties.  The two have shared an automation system for the last ten years.

For more information about Lake Agassiz Regional Library, please visit http://larl.org/.

For more information about Northwest Regional Library, please visit http://nwrlib.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 March 23, 2015 08:02 PM

March 18, 2015

Evergreen Indiana

Weekly Update – March 18, 2015

Collections Notice Change

As several libraries have noted, the collections notice is frequently issued while the patron is still in the process of actively accruing fines and fees. To reduce confusion over correct account balances, we have decided to try eliminating the itemized portion of that letter. If you find over time that this creates additional issues, please let us know.

Support News

The new circulation modifier for ereaders is now live. Please transfer eligible equipment before March 24th as we will be rolling the long option duration back to 3 days.

Committee News

The Patron Services Committee met on March 17, 2015 at Greenwood Public Library. Top discussion points included preparations for the upcoming elections and conference, updates to the manual, creation of a pest policy outline, and the use of a driver’s license as an alternate for a library card. The committee greatly appreciated the many thoughtful and helpful comments the community submitted as they move forward in evaluating the consortium’s stance on library card substitutes. That conversation will be ongoing as we seek to find a workable balance within the highly polarized responses we’ve received.

Deadlines

Registration for the 2015 EI Annual Conference will close on March 31, 2015. Please visit the Evergreen Indiana Annual Conference 2015 page now! The preliminary schedule will be released on Friday.

Library standards’ waiver letters are due to the Library Development Office by March 30, 2015. Please remember that Evergreen Indiana libraries must be found in-standards or receive a waiver from the ILHB to continue as regular members of the consortium!

Upcoming Evergreen Indiana Training Opportunities

March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
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 March 18, 2015 11:47 AM

March 10, 2015

Evergreen Indiana

Weekly Update — March 10, 2015

Nothing but deadlines!

We have a lot of deadlines coming up in the next few days! Be sure to mark your calendar.

  • The barcode and library card purchasing pool is now open (until Friday)! Instructions and vendor contact information are available here: Barcode Purchasing Pool.
  • The early bird registration for the 2015 EI Annual Conference will be closing on March 13, 2015. Register now for a chance at a full scholarship to the conference. We are also still accepting presentation proposals through March 15, 2015. Please visit the Evergreen Indiana Annual Conference 2015 page now!
  • We’re going to get started with the report streamlining project next week so be sure to let us know about any Lifesaver Report Templates we should be moving to the admin collection!
  • Committee nominations will close on March 18, 2015. We still need representatives to participate on the Patron Services and Executive Committees. Committees form our policies and procedures, and we need your experience and enthusiasm as we transition to our next year of service.
  • Library Standards’ waiver letters are due to the Library Development Office by March 30, 2015. Please remember that Evergreen Indiana libraries must be found in-standards or receive a waiver from the ILHB to continue as regular members of the consortium!
  • Support News

    Thanks again to everyone as you begin tackling the $0.00 materials at your library!

    Committee News

    The Patron Services Committee will meet on March 17, 2015, 10am, at Greenwood Public Library.

    Upcoming Evergreen Indiana Training Opportunities

    March 16
    Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
    Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
    March 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)
    March 24
    Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
    March 25
    Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
    June 23
    Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
    Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
    June 25
    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 March 10, 2015 06:06 PM

Julia Lima

Time's (officially) up! :(

Style guides can take many different formsand shapes; they vary in content, and they can be done as...

March 10, 2015 02:51 PM

March 04, 2015

Evergreen community blog

Evergreen 2.8-beta released

The beta release of Evergreen 2.8 is available to download and test!

New features and enhancements of note in Evergreen 2.8 include:

  • Acquisitions improvements to help prevent the creation of duplicate orders and duplicate purchase order names.
  • In the select list and PO view interfaces, beside the line item ID, the number of catalog copies already owned is now displayed.
  • A new Apache access handler that allows resources on an Evergreen webs server, or which are proxied via an Evergreen web server, to be authenticated using user’s Evergreen credentials.
  • Copy locations can now be marked as deleted. This allows information about disused copy locations to be retained for reporting purposes without cluttering up location selection drop-downs.
  • Support for matching authority records during MARC import. Matches can be made against MARC tag/subfield entries and against a record’s normalized heading and thesaurus.
  • Patron message center: a new mechanism via which messages can be sent to patrons for them to read while logged into the public catalog.
  • A new option to stop billing activity on zero-balance billed transaction, which will help reduce the incidence of patron accounts with negative balances.
  • New options to void lost item and long overdue billings if a loan is marked as claims returned.
  • The staff interface for placing holds now offers the ability to place additional holds on the same title.
  • The active date of a copy record is now displayed more clearly.
  • A number of enhancements have been made to the public catalog to better support discoverability by web search engines.
  • There is now a direct link to “My Lists” from the “My Account” area in the top upper-right part of the public catalog.
  • There is a new option for TPAC to show more details by default.

For more information about what’s in the release, check out the draft release notes.

Note that the release was built yesterday before 2.7.4 existed, so the DB upgrade script applies to a 2.7.3 database. To apply to a 2.7.4 test database, remove updates 0908, 0913, and 0914 from the upgrade file, retaining the final commit. The final 2.8.0 DB upgrade script will be built from 2.7.4 instead.

by Bill Erickson at March 04, 2015 06:00 PM

March 03, 2015

Evergreen community blog

SECURITY RELEASES: Evergreen 2.7.4, 2.6.7, and 2.5.9

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 2.7.4, 2.6.7, and 2.5.9.

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, the following security issues are fixed:

  • Bug 1424755: This bug allows unauthorized remote access to the value of certain library settings that are meant to be confidential.
  • Bug 1206589: This bug allows unauthorized remote access to the log of changes to library settings, including ones meant to be confidential.

All prior supported releases are vulnerable to these bugs.

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

Please note that 2.5.9 is the last release expected in the 2.5.x series.

It is recommended that all Evergreen sites upgrade to one of the new releases as soon as possible.

If you cannot do a full upgrade at this time, it is extremely important that that you patch your Evergreen system to protect against these exploits. To that end, two patches are available, one for bug 1424755 and one for bug 1206589, that you can download and apply to a running system.

In order to secure your system, you must download the two patches and copy them to each of your Evergreen servers — in particular, any that run the open-ils.actor and/or open-ils.pcrud services. You will need to perform the following steps on each server to completely patch your system.

First, you must find where the Actor.pm module is located. This is usually under /usr/local somewhere. The following command will find it for you:

find /usr/local -name Actor.pm

On an Ubuntu 12.04 system, the above prints out /usr/local/share/perl/5.14.2/OpenILS/Application/Actor.pm so we will use that as our example, just be sure that when you do this for real, you use the actual path printed by the above command. If it prints nothing, you will need to check other locations.

Once you have the path, you can run the patch command. Assuming that you are in the directory where you put the patch file, the following command should apply the patch:

sudo patch -b /usr/local/share/perl/5.14.2/OpenILS/Application/Actor.pm lp1424755.patch

Unless you have made local edits to the affected file, the patch should apply cleanly.

Next, you will need to apply the patch for bug 1206589. This can be done as the opensrf user:

patch -b /openils/conf/fm_IDL.xml lp1206589.patch

After you have applied the patches, you will need to restart the open-ils.actor and open-ils.pcrud services. You do this by running osrf_control with the appropriate options:

osrf_control [--localhost] --restart --service open-ils.actor
osrf_control [--localhost] --restart --service open-ils.pcrud

The --localhost is in brackets because you may or may not need it. Your system administrator should know if you do or not. If you do need it, remove the brackets. If you don’t need it, then omit the option entirely.

by Galen Charlton at March 03, 2015 10:55 PM

Evergreen Indiana

Weekly Update — March 3, 2015

Streamlining the Reports Process

As you hopefully read on the Support Listserv, we will be transitioning the majority of our currently available, globally shared templates to locally shared folders. Our goal is to reduce duplication of effort and to ensure that results are consistent and accurate. If you have written or use a template that is currently part of the globally shared template group and should be retained globally, please fill out this survey: Lifesaver Report Templates. Please note that templates currently in Admin or Jason’s folder do not need to be recommended.

Support News

We have re-enabled 3-day email overdue notices. Please let the Evergreen team at the ISL or a Patron Services Committee member know if you receive significant negative feedback.

Committee News

  • The Cataloging Committee will meet on March 5, 2015, 10am, at Hussey-Mayfield Memorial Public Library.
  • The Patron Services Committee will meet on March 17, 2015, 10am, at Greenwood Public Library.

Deadlines

The next barcode and library card purchasing pool will open next week on March 9, 2015. Please check your stocks now!

Library Standards’ waiver letters are due to the Library Development Office by March 30, 2015. Please remember that Evergreen Indiana libraries must be found in-standards or receive a waiver from the ILHB to continue as regular members of the consortium!

The early bird registration for the 2015 EI Annual Conference will be closing on March 13, 2015. Register now for a chance at a full scholarship to the conference. We are also still accepting presentation proposals. Please visit the Evergreen Indiana Annual Conference 2015 page now!

Upcoming Evergreen Indiana Training Opportunities

March 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 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)
March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
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 March 03, 2015 02:41 PM

Julia Lima

Time’s (almost) up!

The time I had to participate in this internship is coming to its end. As sometimes happens in...

March 03, 2015 01:15 PM

February 25, 2015

Evergreen Indiana

Weekly Update — February 25, 2015

Progressing Together

Have you registered for the Evergreen Indiana Annual Conference yet? Early bird registrants will be entered into a drawing for scholarships to attend the conference for free! We’d like to see as many EI staff attend this year’s conference as possible as we celebrate all of our progress and success working, sharing, and learning together!

Please visit the Evergreen Indiana Annual Conference 2015 page now to register or sign up to present (presenters get discounted registration too!)!

Committee News

The Cataloging Committee will meet on March 5, 2015, 10am, at Hussey-Mayfield Memorial Public Library.

Deadlines

The next barcode and library card purchasing pool will open on March 9, 2015. Please check your stocks now!

Upcoming Evergreen Indiana Training Opportunities

March 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 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)
March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
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 February 25, 2015 01:54 PM

February 24, 2015

Julia Lima

Redefining guidelines II (colors)

There is a very important thing that designers can’t avoid when performing their work:...

February 24, 2015 05:22 PM

February 17, 2015

Evergreen Indiana

Weekly Update — February 17, 2015

Share your success

“Coming together is a beginning;
Keeping together is progress;
Working together is success.”
–Henry Ford

We are accepting presentation proposals for the Evergreen Annual Conference now. Have you put together a local partnership with another library to make resources stretch a bit further? Created a great internal training program? Become a specialist in a niche that you use to improve your patrons’ experience in EI? Run an outstanding inventory? We want to hear from you! And presenters get up to $25 off of the cost of the conference!

Please visit the Evergreen Indiana Annual Conference 2015 page now!

Support News

As part of a housekeeping project, we have corrected the status of some bills which were never paid, but were hidden on patron accounts. This affects an extremely small number of patrons, but if you have a patron with an old bill that reappears, we wanted you to be prepared.

Committee News

The Cataloging Committee will meet on March 5, 2015, 10am, at Hussey-Mayfield Memorial Public Library.

Upcoming Evergreen Indiana Training Opportunities

March 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 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)
March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
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 February 17, 2015 08:56 PM

Julia Lima

UI Elements

UI elements are all the various objects on the screen that allows users to introduce and modify...

February 17, 2015 12:49 PM

February 13, 2015

Equinox Blog and News

Braving the blizzard — an ALA Midwinter wrap-up

Chicago is home of many great things — the best pizza in the world, lions guarding the art museum, and the American Library Association’s headquarters.

At the 2015 ALA Midwinter Conference, it was also home to a great deal of snow — the fifth-largest multi-day blizzard in city history, no less. Did that stop librarians from attending 7:30 a.m. scheduled meetings? Of course not!

So, why isn't Chicago known as the Snowy City? Picture by Galen Charlton

So, why isn’t Chicago known as the Snowy City? Picture by Galen Charlton

This year Equinox took a different approach to Midwinter — rather than staffing a booth, we sent Grace Dunbar, Shae Tetterton, and myself (Galen Charlton) to meet with customers and prospective customers and attend sessions. Besides being easier on our feet, this meant that we got to do more learning!

Here’s an impressionistic view of some of the things we learned:

  • A lot of people are interested in the intersect of patron privacy and library technology.  The first face-to-face meeting of the LITA Patron Privacy Technology Interest Group was well attended, and featured excellent presentations by Alison Macrina of the Library Freedom Project and Gary Price of INFOdocket.As current co-chair of the IG, I shall make a shameless plug and encourage folks interested in discussing patron privacy to join its mailing list.
  • Grace attended one of the BIBFRAME update sessions, and in particular was impressed the presentation given by Philip Schreur of Stanford University.  He announced that Stanford, Cornell, Harvard, Princeton, and two other libraries are moving towards implementing BIBFRAME in production — not completely just yet, but definitely concretely.  He also mentioned plans to introduce BIBFRAME integration into open source systems, including Blacklight.
  • One of the sessions that Shae attended was the LITA Top Technologies Trends program. A superb panel was assembled this year.  Some of the trends of note have to do with improving access to technology.  For example, many of exciting projects have only been implemented by wealthy academic libraries, leaving the majority of libraries without the kind of bells and whistles everyone is talking about. While the infrastructure is getting better as libraries are leveraging powerful, open source, technology, there’s still the issue of many vendors marketing to the top tiers.Regarding another type of access: universal design is an approach that more libraries are starting to adopt. Rather than treat accessibility as something that is tacked on for the benefit of (for example) visually impaired patrons, we should be designing for everybody – that is, the full range of human diversity.Diversity, of course, isn’t just a matter of making sure that libraries serve everybody — it’s also a matter of ensuring that the library profession is truly diverse and inclusive.  Lack of diversity is particularly evident in programming; for example there are some statistics showing that only about 25% of coders are women.   There’s also a lack of minority women in coding which is prompting the creation of groups specifically for them — Black Girls Code as one example.  This is an area where libraries can definitely help; for example, by working with organizations such as Black Girls Code to run programs.

Despite the weather’s best efforts, we had a great time at Midwinter! Many of us at Equinox are degreed librarians, and attending conferences and learning new things is a great way for us to connect with the rest of the profession and bring back new ideas.

by Galen Charlton at February 13, 2015 08:30 AM

February 11, 2015

MVLC Evergreen

Updated MARC Templates

MVLC has updated our MARC templates quite a bit over the past year. Highlights since our previous updates include:

  • More RDA fields in most templates.
  • Add copyright symbol to 264$c where 2nd indicator is 4 in book (ABK) and large print (ABKLP) templates.
  • Add a video game template (VIDEOGAME). 
If you're interested, you can grab these templates for your own Evergreen installation via git. The branch is shared here and here. Everything is in the top commit on the branch, so if you're not running master, you can just cherry-pick the branch into yours. (You are installing from git, aren't you?)

by Jason Stephenson (noreply@blogger.com) at February 11, 2015 02:38 PM

February 10, 2015

Evergreen Indiana

Weekly Update — February 10, 2015

Conference Planning!

“Coming together is a beginning;
Keeping together is progress;
Working together is success.”
–Henry Ford

Early bird registration, the CFP, vendor applications, and more are now available for the Evergreen Indiana Annual Conference 2015! The conference will open on April 9, 2015 with pre-conference meetings of the eContent and Executive Committees. We will then offer a workshop on reporting followed by a dinner reception. On April 10, 2015 we’ll have a full day of sessions, including a luncheon featuring the State of Evergreen Indiana address and an opportunity to meet the new committee candidates.

Please visit the Evergreen Indiana Annual Conference 2015 page now!

Discovery to Delivery VI: Resource Sharing Super Heroes

The planning committee for D2D VI is currently soliciting proposals for presenters at the May 8, 2015 conference. This free conference celebrates the many ways in which libraries of all sizes and types in Indiana are resource-sharing. The committee has specifically highlighted Evergreen Indiana as an outstanding example program and would like sessions discussing our project as part of the conference. If you would like to present, please complete the form here: http://library.indstate.edu/d2d6. If you have an idea, but would like to locate someone to co-present with, please consider posting to one of our listservs.

Committee News

The Evergreen Indiana Executive Committee met at the Indiana State Library on February 10, 2015 and approved the December 9, 2014 meeting minutes. There was an interruption in the broadcast, so the recording has been split into 2 sections: Part I and Part II. Thanks to our live viewers for making us aware of the problem!

Upcoming Evergreen Indiana Training Opportunities

March 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 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)
March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
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 February 10, 2015 07:38 PM

Julia Lima

Redefining Guidelines

It isn’t easy to define guidelines. This is because it is necessary to consider all the...

February 10, 2015 06:45 PM

February 03, 2015

Evergreen Indiana

Weekly Update — February 3, 2015

Committee News

The Evergreen Indiana Executive Committee will meet at the Indiana State Library on February 10, 2015 at 1pm. This meeting is open to the public and libraries are encouraged to attend. Subjects under discussion will include the Membership Fee Schedule, the Annual Conference, and updates to the Circulation Matrix.

Upcoming Evergreen Indiana Training Opportunities

We are delighted to announce the live training series for the first half of 2015!
March 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 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)
March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
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 February 03, 2015 09:15 PM

Julia Lima

Visual Design

This portion of a UI style guide is often defined when the final style is completely decided. This...

February 03, 2015 12:54 PM

January 27, 2015

Evergreen Indiana

Weekly Update — January 27, 2015

2015 Evergreen International Conference

Early-bird registrations are open for anyone interested in attending the 2015 Evergreen International Conference. The 2015 conference will be held in Hood River, OR, which is about an hour’s drive from Portland, on May 13-16. They are also currently accepting presentation proposals. Get to know the who’s who of Evergreen around the country and world!

Registration and proposal information is available here: 2015 Evergreen Annual Conference.

Job News

The Indiana State Library is seeking a new Young Hoosier Reader’s Center Librarian. Details available here: http://www.in.gov/spd/careers/ (Closes 2/3/15.)

Committee News

The Evergreen Indiana Executive Committee will meet at the Indiana State Library on February 10, 2015 at 1pm. This meeting is open to the public and libraries are encouraged to attend.

Upcoming Evergreen Indiana Training Opportunities

March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at January 27, 2015 04:23 PM

January 23, 2015

Julia Lima

Defining Design Principles

Design principles are “rules” that guide developers or designers (or anyone) to create a consistent...

January 23, 2015 01:24 PM

January 22, 2015

Equinox Blog and News

We’re Headed to The Windy City!

Equinox will be at ALA Midwinter this year, but this time, we’re doing things a little differently.  The ESI group attending just happens to be a group of librarians. (We have eight on staff.) As such, they’d like to actually participate in some of the great offerings at ALA Midwinter.  So you won’t find them tied to a booth.  But you will find them walking around and taking in a class or two.

Our Vice President, Grace Dunbar, will be taking a day-long Python class on Friday, January 30.  This class is hosted by LITA.  “Thanks to some personal revelations I had when blogging for the Ada Initiative, I realized I really wanted to push myself and take a programming class.  My normal work/life makes it challenging time-wise, so I was excited to be able to fit this LITA programming class at ALA Midwinter into my schedule.”

Galen Charlton, Infrastructure and Added Services Manager, will also be busy with LITA events while in Chicago.  He will be attending the LITA Open Source Systems Interest Group meeting.  In the fall, he spearheaded the creation of the LITA Patron Privacy Technologies Interest Group.  He’ll be attending the inaugural meeting on January 31.  He views this new interest group as a way to “help libraries improve their tools and practices for protecting patron reading data and history by activities such as educational blog posts and webinars, testing of software for security issues, and helping to develop standards and best practices.”

Shae Tetterton, Equinox Director of Sales, will be meeting with people interested in open source technologies for their libraries.  Would you like to schedule a meeting?  Let us know!  Contact us at info@esilibrary.com today.

The theme for this year’s conference is “The Conversations Starts Here …”  We’d love to have a conversation with you and we’re looking forward to seeing everyone in Chicago!

 

by Sara at January 22, 2015 06:24 PM

January 21, 2015

Evergreen Indiana

Weekly Update — January 21, 2015

Membership Fee Rollout

In 2014 an overwhelming majority of the Evergreen Indiana libraries approved a measure which allows us to become more self-supporting. Over the coming months you will begin receiving paperwork and notices so that you can plan and budget for this new program. As a reminder, the Executive Committee has chosen to use a graduated plan for implementation. The costs for 2016 will be at 50% of the official tier rate. 2017 will be at 75%, and 2018 will see full implementation of the approved rates.

2015/16 Rollout Timeline

  • The Executive Committee will finalize and approve the 2016 annual fee rates at the February 10, 2015 committee meeting.
  • Notices of expected individual library costs will be issued to libraries by April 1, 2015.
  • Libraries should incorporate the costs into their 2016 budget plans.
  • In December, each library will receive an invoice for the appropriate 2016 membership fee.
  • Invoices must be paid by January 31, 2016.

Job News

The Jefferson County Public Library is seeking a new director. Details available here: http://mjcpl.org/director-position-jefferson-county-public-library/ (Closes when filled.)

The Hartford City Public Library is seeking a new director. Details available here: http://www.hartfordcitylibrary.com/ (Closes February 10, 2015.)

Upcoming Evergreen Indiana Training Opportunities

Our live trainings are on hiatus as we continue preparing the asynchronous courses. We will announce new live trainings and webinars as they are scheduled.

by admin at January 21, 2015 02:16 PM

January 16, 2015

Julia Lima

Staged Disclosure applied to Patron Search

Applying a design pattern to a current task will allow us to both implement new design proposals as...

January 16, 2015 03:09 PM

Where to start? (UI Style Guide)

As there is already a previous layout design of the Evergreen´s web application, the first decision...

January 16, 2015 03:00 PM

January 13, 2015

Evergreen Indiana

Weekly Update – January 13, 2015

2014 in Numbers

2014 AR Wordcloud
We had a grand 2014! We deduplicated some records, added some new members, expanded our collections, and provide our patrons with the materials they wanted. We expanded our cooperative buying opportunities and saw increased discounts from vendors. And we met up and talked about what’s important for our libraries, our services, and our community.

Quick View

  • Active Evergreen Indiana Member Libraries: 107
  • New Member Libraries in 2014: 3
  • 2014 Resident Taxpayer Base: 1,030,052
  • Counties with an EI Library: 60
  • Items Owned: 6,980,377
  • Unique Titles: 2,468,609

Moving Materials

  • 2014 EI Circulations: 8,348,826
  • 2014 Juvenile EI Circulations: 3,261,646
  • 2014 Total Transits: 614,362
  • 2014 Hold Transits: 264,929

Gathering Professionally

  • 2014 Trainings Held: 27
  • 2014 Regional Roundtables: 5
  • 2014 Conferences: 1
  • 2014 Committee Meetings: 19

eIDC Annual Stats

The eIDC saw outstanding growth in 2014. Overall circulation was up 38.3% over 2013. We added periodicals and a new juvenile interface.

  • Member Libraries: 85
  • New Member Libraries in 2014: 4 5 (The emailed newsletter has the incorrect value.)
  • Unique Titles: 27,941
  • Unique Borrowers in 2014: 15,450
  • 2014 Total Circulations: 374,208
  • 2014 Juvenile Circulations: 63,210

Support News

The Indiana State Library will be closed on Monday, January 19, 2015 to observe the Dr. Martin Luther King, Jr. holiday. Support will be limited to emergencies during the closure.

Member News

  • Jefferson County Public Library welcomes Interim Director Virgie Dowell.
  • Lincoln Heritage Public Library welcomes new Director Faye Terry (beginning January 19, 2015).
  • Syracuse-Turkey Creek Public Library welcomes new Director Kim Blaha.

Deadlines

The library card and barcode pool is now open! Check your stocks and prepare your orders.

Upcoming Evergreen Indiana Training Opportunities

Our live trainings are on hiatus as we continue preparing the asynchronous courses. We will announce new live trainings and webinars as they are scheduled.

by admin at January 13, 2015 07:56 PM

January 12, 2015

Evergreen community blog

2015 conference registration open

Registration now is open for the 2015 Evergreen International Conference, to be held on May 13-16 in Hood River, Oregon, USA.
https://www.eventbrite.com/e/evergreen-2015-international-conference-tickets-15029293020

The conference venue is the Best Western Plus Hood River Inn. Booking details is available on the venue page of the conference website. The website will be updated as information comes available.

Stay tuned for information about submitting proposals, sponsoring the conference, and exhibiting.

Questions? Contact conference chair Buzzy Nielsen, buzzy@hoodriverlibrary.org, 541-387-7062.

by Buzzy Nielsen at January 12, 2015 08:50 PM

January 07, 2015

Equinox Blog and News

Rockingham and Harnett Join NC Cardinal

FOR IMMEDIATE RELEASE

Duluth, GA January 7, 2015

Equinox is pleased to announce that Rockingham County Public Library and Harnett County Public Library have joined the growing NC Cardinal Consortium in North Carolina.  This brings the total number of libraries in NC Cardinal to 103.

Rockingham County Public Library was the first to go live on November 20, 2014.  The system includes six branches:  Eden Library, Madison-Mayodan Public Library, Reidsville Library, Stoneville Library, Rockingham Headquarters, and Rockingham Outreach Bookmobile.  A total of 280,000 items and 42,000 patrons were added to the shared NC Cardinal System.

Harnett County Public Library went live on December 18, 2014.  This county system consists of seven branches:  Anderson Creek Public Library, Anderson Creek Primary School, Angier Public Library, Coats Public Library, Dunn Public Library, and Erwin Public Library.  Harnett County added over 200,000 items and more than 50,000 patrons to the NC Cardinal System.  Harnett County borders on Cumberland County, another member of NC Cardinal.

Jenny LaJeunesse, Equinox Project Manager, remarked,  “Rockingham’s staff is technically savvy and will be excellent members of NC Cardinal going forward.  Harnett has been a pleasure to work with. The staff members and administration have adapted easily to Evergreen and we look forward to a long partnership.”

About Equinox Software, Inc.

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

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

About Evergreen

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

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

 

by Sara at January 07, 2015 02:30 PM

January 06, 2015

Evergreen Indiana

Weekly Update — January 6, 2015

Annual Reports

We’re preparing your annual report numbers this week! Watch your email for your local numbers and next week’s newsletter for some consortium level stats.

Member News

LaGrange County Public Library welcomes interim Director Katie Bir.

Deadlines

The next barcode pool opens next Monday! Check your stocks and prepare your orders.

Upcoming Evergreen Indiana Training Opportunities

Our live trainings are on hiatus as we continue preparing the asynchronous courses. We will announce new live trainings and webinars as they are scheduled.

by admin at January 06, 2015 09:07 PM

December 30, 2014

Evergreen Indiana

Weekly Update — December 30, 2014

Live in 2.7

The Evergreen Indiana is now live on Evergreen version 2.7.2! Congratulations to our sysadmin for completing such a monumental task! We appreciate your continued patience as we work out the last few configuration kinks. Our thanks go out again to our testers and to everyone who made time to participate in the trainings. We had record-setting participation in the trainings and hope everyone is excited about putting the demonstrated features to use!

Curing the Uncapture-able Hold

If an item becomes newly available after a period of processing, being missing, et cetera, staff may notice that, despite existing holds, the item won’t capture. The hold process will eventually capture, but it may take up to 24 hours for it to be capture-ready. If this happens, please retarget the hold to trigger the search for available copies, which should make your in-hand copy immediately capturable.

eIDC Curated Collections

We’ve begun the process of offering curated collections in the eIDC catalog. If you have an idea for a curated collection, please let eIDC Liaison Mary Glaser (PFLDP) or EI Coordinator Anna Goben know! To open, we have highlighted the Narrated Books (read-to-me titles), Magazines, and Streaming Video collections.

Deadlines

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

The final 2013 spend is due by January 1, 2015 for eIDC members. Please get your purchases in as soon as possible if you wish to spend out locally!

by admin at December 30, 2014 06:45 PM

December 29, 2014

Dan Scott (Coffee|Code) (Evergreen entries)

Library catalogues and HTTP status codes

I noticed in Google's Webmaster Tools that our catalogue had been returning some Soft 404s. Curious, I checked into some of the URIs suffering from this condition, and realized that Evergreen returns an HTTP status code of 200 OK when it serves up a record details page for a record that has been deleted. The HTML itself has a nice big red alert box warning users that the record has been deleted to help humans realize that what was once there is no longer, but machines typically don't read English. However, at some point in the past few months, Google started parsing the HTML and recognizing when HTTP status codes are misleading.

That led me to wonder what happens when you request a record detail page by ID for a record that doesn't exist in Evergreen. As it turns out, it currently returns HTTP status code 200 with a detail page devoid of any details. Also not good! Being a good little Evergreen community member, I opened a bug and put together a fairly simple fix so that the catalogue will return a 404 Not Found for non-existent records and 410 Gone for deleted records. Huzzah for HTTP standards compliance. We build a better web one small step at a time.

That, in turn, led me to wonder what happens when you request record details for non-existent records in other library systems. Here's what I found:

  • Bibliocommons: Status 302 Moved temporarily that then leads back to an empty search form. Not good.
  • Blacklight: Status 404 Not Found. Good!
  • Encore: N/A - appears to send up session based URLs for records. Really?
  • III: Status 200 OK. Not good.
  • Koha: Status 302 Found with a Location: header leading to a page with a status 404 Not Found. That redirect probably makes it harder for the machines to recognize that the resource does not at all exist than if it directly returned a 404.
  • Polaris: N/A - it seems that the normal web interface doesn't link directly to titles; instead it serves up titles in the context of search results by position. The mobile web interface offers persistent URLs, but requests for non-existent records return a status 302 Found that redirects back to an empty search form. Not good.
  • Primo (using a permalink): Status 302 Found that then leads to an empty record details page with a status 200 OK. Not good.
  • Symphony: N/A - I tried a few systems (Houston Public Library, Oxnard Public Library) and it seems SirsiDynix still doesn't use persistent URLs, nor surface permalinks for records in the default interface.
  • Voyager: Status 200 OK. Not good.
  • Vufind: Status 404 Not Found. Good!
  • WorldCat: Status 200 OK. Not good.

Overall, this is a pretty dismal picture of the state of some of the most commonly used library catalogue systems when it comes to compliance with basic web standards. Kudos to Blacklight and Vufind for getting it right--and assuming that my branch gets integrated, Evergreen should join them in the near future.

404 Library Catalogue Web Standards Compliance Not Found

by Dan Scott (dan@coffeecode.net) at December 29, 2014 04:50 PM

December 23, 2014

Evergreen Indiana

Weekly Update — December 23, 2014

2.7 Upgrade Begins Tonight!

Are you ready for 2.7?. 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.

For libraries with OverDrive, we have notified OverDrive of the downtime and requested standalone access so that registered users have uninterrupted service.

eIDC Periodicals Now Live

ODPeriodicals_504x504
The eIndiana Digital Consortium now offers periodicals for all eligible borrowers. Our thanks go out to our platform sponsors: Adams Public Library System, Andrews-Dallas Township Public Library; Barton-Rees Pogue Memorial Public Library, Bloomfield Eastern Greene County Public Library, Centerville-Center Township Public Library, Franklin County Public Library District, Huntingburg Public Library, Hussey-Mayfield Memorial Public Library, Jackson County Public Library, Kendallville Public Library, Middletown-Fall Creek Township Public Library, Morgan County Public Library, Perry County Public Library, and Shelby County Public Library. We would also like to thank Andrews-Dallas Township Public Library, Huntingburg Public Library, Kendallville Public Library, and Morgan County Public Library for selecting and sharing our first set of titles. All eIDC members may add to the collection. Please share this news with your patrons and encourage them to give it a try!

Deadlines

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

by admin at December 23, 2014 07:30 PM

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