Open Source Integrated Library System

August 28, 2014

Evergreen community blog

Bug Squashing Day Wrap-Up

We Came, We Saw, We Squashed Bugs.

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

Here are some highlights from the day:

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

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

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

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

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

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

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

August 26, 2014

Evergreen Indiana

Weekly Update—August 26, 2014

Keeping “New” Fresh

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

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

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

Easing Patron Record Clean-ups

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

It’s almost time to chat!

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

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

Committee News

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

Member News

Colfax Public Library welcomes new director Fran Paarlberg.

Indiana State Library welcomes new State Librarian Jake Speer.

Migration News

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at August 26, 2014 05:52 PM

Equinox News

Onward and Sprintward

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

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

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

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

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

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

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

by graced at August 26, 2014 05:11 PM

Ringtown and Frackville Join PaILS

FOR IMMEDIATE RELEASE

Duluth, GA–August 26, 2014

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

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

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

About Equinox Software, Inc.

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

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

About Pennsylvania Integrated Library System

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

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

About Evergreen

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

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

by Sara at August 26, 2014 12:55 PM

Bibliomation

Bibliomation Staff Biographies

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

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

Open Source Team

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

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

Database Services

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

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

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

User Services

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

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

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

Administration

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

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

by admin at August 26, 2014 01:48 AM

August 22, 2014

Equinox News

Kalkaska County Library Has Joined TADL

FOR IMMEDIATE RELEASE

Duluth, GA–August 22, 2014

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

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

 

About Equinox Software, Inc.

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

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

About Traverse Area District Library

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

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

About Evergreen

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

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

by Sara at August 22, 2014 05:35 PM

August 20, 2014

Equinox News

Southeast Regional Evergreen Conference

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

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

Cataloging

  • Buckets

  • Vandelay (Importing/Exporting)

  • MARC Editor

Circulation

  • Fees and Payments

  • Holds

  • OPAC Searching

Reports

  • Beginning and Advanced topics

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

  • Acquisitions

  • Serials

  • Circulation

  • Cataloging

  • Reports

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

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

by Sara at August 20, 2014 03:57 PM

Evergreen Indiana

Weekly Update—August 20, 2014

New and Improved!

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

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

Speak Your Piece

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

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

Committee News

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

Member News

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

Migration News

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at August 20, 2014 12:14 PM

August 19, 2014

Evergreen community blog

Southeast Regional Evergreen Conference, October 8-9, 2014

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

It will provides an opportunity to

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

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

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

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

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

Proposals

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

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

Possible presentation topics include:

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

Please follow this link to submit a proposal.

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

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

August 18, 2014

Evergreen community blog

Evergreen Bug Squashing Day

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

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

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

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

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

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

 

 

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

Equinox News

Pease Joins the Howe Evergreen Consortium

FOR IMMEDIATE RELEASE
Duluth, GA August 18, 2014

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

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

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

Rebekka Mateyk, Director of Pease Public Library added:

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

About Equinox Software, Inc.

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

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

About Evergreen

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

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

by Sara at August 18, 2014 04:26 PM

August 14, 2014

Evergreen community blog

Evergreen 2.7.0-beta1 released!

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

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

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

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

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

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

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

August 13, 2014

Evergreen community blog

Evergreen for Academics Interest Group Forms

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

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

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

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

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

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

Equinox News

Michigan Evergreen Project Chooses Equinox

FOR IMMEDIATE RELEASE

Duluth, GA–August 13, 2014

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

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

About Equinox Software, Inc.

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

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

About Midwest Collaborative for Library Services

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

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

About Evergreen

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

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

About Sequoia

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

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

by Sara at August 13, 2014 04:17 PM

August 12, 2014

Evergreen Indiana

Weekly Update—August 12, 2014

Committee News

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

Member News

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

Migration News

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

Deadlines

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

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at August 12, 2014 07:50 PM

August 11, 2014

Equinox News

Browser Staff Client Sprint #1 Complete

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

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

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

by berick at August 11, 2014 02:40 PM

August 08, 2014

Equinox News

On Partnership and Continued Growth

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

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

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

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

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

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

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

by Sara at August 08, 2014 01:57 PM

August 05, 2014

Evergreen Indiana

Weekly Update—August 5, 2014

Stronger and Wiser Together

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

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

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

Member News

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

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

Committee News

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

Support News

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

Job News

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

Migration News

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at August 05, 2014 07:30 PM

July 29, 2014

Evergreen Indiana

Weekly Update—July 29, 2014

Shauna Bids Us Farewell

Shauna Borger
Dear Evergreen Indiana Colleagues,

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

Sincerely,
Shauna Borger

Regional Roundtables!

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

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

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

Committee News

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

Job News

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

Migration News

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at July 29, 2014 10:40 PM

July 25, 2014

Massachusetts Library Network Cooperative

The power of collaborative development

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

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

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

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

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

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

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

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

July 24, 2014

Equinox News

Evergreen Virginia Project Chooses Equinox

FOR IMMEDIATE RELEASE

Duluth, GA—July 24, 2014

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

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

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

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

 

About Equinox Software, Inc.

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

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

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

About Evergreen

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

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

About Sequoia

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

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

About the Library of Virginia

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

by Sara at July 24, 2014 01:51 PM

July 22, 2014

Evergreen Indiana

Weekly Update—July 22, 2014

Cataloging Roundtable, Redux

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

Migration News

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at July 22, 2014 05:44 PM

July 21, 2014

Equinox News

Kent County Public Library Live on Sequoia

FOR IMMEDIATE RELEASE

Duluth, GA–July 21, 2014

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

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

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

About Equinox Software, Inc.

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

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

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

About Evergreen

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

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

About Sequoia

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

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

by Sara at July 21, 2014 11:51 AM

July 15, 2014

Evergreen Indiana

Weekly Update—July 15, 2014

Autocomplete Deactivation

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

Attention Catalogers: Last Call!

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

On the Go: Evergreen Indiana Bookmobiles

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

Say What?

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

Member News

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

Poseyville Carnegie Public Library welcomes new director Claire Wezet!

Support News

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

Migration News

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

Deadlines

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at July 15, 2014 03:54 PM

July 12, 2014

Rogan Hamby

SQL for Librarians

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

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

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

by Rogan Hamby at July 12, 2014 06:44 PM

July 08, 2014

Evergreen Indiana

Weekly Update—July 8, 2014

Member News

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

Deadlines

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

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at July 08, 2014 07:59 PM

July 07, 2014

Equinox News

The finish line is just the start

Person between two Sequoia trees

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

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

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

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

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

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

– Mike Rylander, Director of Development and Technology

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

July 01, 2014

Dan Scott (Coffee|Code) (Evergreen entries)

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

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

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

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

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

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

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

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

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

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

Evergreen Indiana

Weekly Update—July 1, 2014

Bills, Bills, Bills

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

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

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

Prepping Transits

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

Member News

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

Support News

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

Deadlines

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at July 01, 2014 12:02 PM

June 29, 2014

Rogan Hamby

Conversations At ALA About ILSes

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

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

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

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

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

So, how do you do this?

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

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

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

by Rogan Hamby at June 29, 2014 09:26 PM

June 28, 2014

Dan Scott (Coffee|Code) (Evergreen entries)

Linked data interest panel, part 1

Good talk by Richard Wallis this morning at the ALA Annual Conference on publishing entities on the web. Many of his points map extremely closely to what I've been saying and will be saying tomorrow during my own session (albeit with ten fewer minutes).

I was particularly heartened to hear him talk about the great potential for disintermediation of discovery of library resources, from aggregation by national and global providers like OCLC to directly crawling a library's own data and providing links directly to the library resources. This was one of the conclusions of the paper I published earlier this year.

I would have liked to have heard some mention of Evergreen, Koha, VuFind and other open source systems that are already publishing schema.org linked data, either in the context of SchemaBibEx where they served as reference implementations and proofs of concept, or in the context of system procurement. But you can't win them all!

by Dan Scott (dan@coffeecode.net) at June 28, 2014 04:14 PM

June 27, 2014

Dan Scott (Coffee|Code) (Evergreen entries)

RDFa introduction and codelabs for libraries

My RDFa introduction and codelab materials for the ALA 2014 preconference on Practical linked data with open source are now online!

And now I've finished leading the RDFa + schema.org codelab that I've been stressing over and refining for about a month at the American Library Association annual conference Practical linked data with open source preconference. Long story short, most people got about as far as I expected (part-way through the first exercise), but they all got through the initial hurdles and learned enough to keep learning on their own. My hopes are that this leads to:

  • the implementation of structured or even linked data in existing systems, for those that at least have systems that give them the ability to edit their HTML templates
  • the addition of linked data to library web pages the next time they get refreshed or redesigned (it happens pretty often!)
  • some patterns of implementation, so that we hopefully arrive at a relatively standard way of marking up the same metadata (given the many alternatives that we have just within schema.org for something like a publisher)
  • when tweaking templates for display or design purposes, to avoid mangling existing structured data that a system like Evergreen, Koha, or VuFind publishes by default
  • more awesomeness in the world of library metadata!

Oh, and for posterity, I temporarily marked up this page to link to our pizza order form as a really lame short URL service, and as I did that impishly polluted the schema.org vocabulary with the new type PizzaOrderPreferences. I don't think that's going to make it into the official vocab though! The code was:


<p vocab="http://schema.org/" typeof="PizzaOrderPreferences">
  And <a href="http://doodle.com/exampleblahblah" property="url">order pizza here</a>.
</p>
<p>If our pizza order doesn't get gamed, that just shows how few people visit my blog!

by Dan Scott (dan@coffeecode.net) at June 27, 2014 03:06 PM

June 24, 2014

Massachusetts Library Network Cooperative

MassLNC Development Activity for FY14

Fiscal Year 2015 is right around the corner. Like many of our Evergreen libraries, MassLNC is busy wrapping up FY14 and looking back on what we've accomplished over the past year. We're also beginning to plan ahead for next year's projects.

The MassLNC Development Committee met earlier this month to review our development projects from FY14 and to begin planning for next year's development.

FY14 started off with a focus on Evergreen performance as MassLNC contracted with OmniTI to do a performance evaluation of Evergreen. This evaluation was largely funded through a Library Services Technology Act (LSTA) grant authorized by the Massachusetts Board of Library Commissioners. 

Because the evalaution found that much of Evergreen's performance problems could be attributed to the staff client and the way it makes calls to the database, MassLNC decided to allocate a significant portion of its FY14 development funds to the Evergreen web client prototype and sprint 1 of the web client project. It will take some time before Massachusetts Evergreen libraries see the results of this development project, but our hope is that it's the first step in seeing significant, long-term improvements in the performance of the system.

Despite the focus on performance and the staff client project, MassLNC was able to fund some functional improvements to the system over the past year. Some of these improvements, including linked library names and the icon project, came out of the FY13 development ideas process. Others were new projects that came out of this year's process. 

The FY14 MassLNC Development Committee Report outlines all of the projects that were worked on this year along with the current status of each project. A PDF version of the report is also attached at the bottom of this page.

MassLNC plans to start the new fiscal year off busy working on those projects that didn't receive funding last year with the hope of bringing more improvements to your libraries in the near future.

In looking ahead to FY15, there are many projects from FY14 that still have not received funding that could be potential projects for the coming year. MassLNC is starting off the year by putting a call out for partners to see if there is any interest to pool funds for the following projects:

  • An activity metric to be used in the relevance ranking of search results.
  • The ability for Evergreen sites to have more control over which alerts display at checkin and check out. 
  • A patron notification center

The Development Committee has also asked MassLNC to follow up with a quote for a long-standing project to improve the options for e-mailing, printing, or texting records from the catalog. In addition, MassLNC will be doing some exploration on integrating the Overdrive API in Evergreen.

Over the next year, MassLNC will take a brief hiatus from any development projects related to the staff client until those pieces are implemented in the new web client. Circulation is slated to be done in the web client this fall with cataloging being the focus of sprint 2. Therefore, MassLNC should be able to resume looking at potential development projects in those areas very soon.

 

AttachmentSize
FY14 MassLNC Development Committee Report94.38 KB

by Kathy Lussier at June 24, 2014 07:07 PM

June 23, 2014

Equinox News

Come see us at ALA 2014!

Come see Equinox at ALA 2014! We’ll be at booth 1843 showing off the latest Evergreen and Koha features, of course, but also drop by and take a gander at our brand-spanking-new offerings.

FulfILLment, our open source ILL product, has reached version 1.0 and is ready for prime time. Ask us for a quick demo to see the power and user-friendliness of this system!

Sequoia, Equinox’s library services platform, is the best cloud solution for your ILS and/or ILL needs, period. With Sequoia powering Evergreen, Koha, or FulfILLment, we guarantee 100% uptime and the best performance of any solution. Because of our economy of scale, we often can provide a comprehensive cloud solution for less than what you currently pay for your locally-installed ILS or ILL instance.

Also, don’t forget about our new software services, AIM and Idea Lab. AIM is a subscription service that allows libraries to combine forces and squash the bugs that bug them the most. Idea Lab is similar: it is a subscription geared toward funding new feature development. The more libraries that subscribe to these services the more good things can happen for all.

Equinox will be represented this year by Brad, Erica, Galen, Jenny, and Shae. Please drop by and let’s chat.

by brad at June 23, 2014 05:05 PM

June 20, 2014

Rogan Hamby

Sharing is Good Business

I was thinking today about intellectual property in the library world.  Specifically, what prompted my musings was Elon Musk's blog post about patents and the Tesla Motor Company last week.

http://www.teslamotors.com/blog/all-our-patent-are-belong-you

Already the global news cycle has come and gone on it.  But, I think it's interesting to think about the obligations of those interested in shaping social change and how intellectual property plays a part in that.  Next week I will be at ALA and one of my favorite parts of a large event like ALA is looking at the vendor floor filled with businesses eager for my library to accept an invoice.  But the question is, are they people I want to do business with?

Let me back up a bit.

Elon Musk has stated that his goal isn't merely to build successful businesses but to push the world forward.  And he's now realized it has to inform how he as a capitalist interacts with and shares with others.  He wants to help create a common baseline any manufacturer could build a vehicle off of.  Should all businesses have an obligation to help move the world forward rather than just their profit margins?  Is there a possibility of one day developing a core set of freely shared technologies that anyone could build an ILS from?  Oh, wait a minute, that's already being done ...

Stepping back a bit more, the industrial age was dominated by the development of technologies that allowed goods to be made in greater precision and volume than ever before.  Often the knowledge of how to do this was freely stolen.  Note, I don't say they were shared but once a competitor acquired the knowledge of how to do something there was little going back.  And I'm not saying that this was good but it was an aspect of an age of expansion.  We did socially reap benefits from information being distributed, even illegally. 

The information age finds us making goods out of information itself.  Never have we been so well prepared to defend intellectual property.  As a society we litigate - comprehensively and aggressively.  Maybe we instinctively hoard information because we know it is valuable.  And libraries, entities who should be at the forefront of sharing, who make our very existence off making information available to our patrons, are as guilty of not sharing as anyone.

Fortunately, that is changing.  OCLC is embracing the Open Data licence and is encouraging their members to do the same, which is a wonderful thing.

http://opendatacommons.org/licenses/by/

I would love to see this go further into institutional data far beyond what is collected on the state and federal level.  I periodically find archives being loaded on the web by libraries using some variant of the Creative Commons licences, also a good thing.

http://creativecommons.org/

And finally, a few libraries are embracing Open Source.  The licences vary by project but the heart of all the licences is allowing new tools to be built on existing ones.  And there are many small projects like libraries to handle data types or protocols but those are building blocks.  Musk realized that he had to start sharing how you stack the building blocks - how you make the big stuff.  Are we doing that?  Frankly, Koha and Evergreen are pretty big things so companies involved in improving those are already building, and changing, the future.  Opening ILSes, making them freely available, giving powerful tools to everyone regardless of income, valuing knowledge over money, these things change the world if they gain enough adoption.  Don't believe me?  Look at Linux, Apache, PHP, MySQL, Postgres, Perl and so on.  If you think widely adopted open source products haven't changed the world you live in a state of denial.

Musk realizes that companies need to change the world as there is a role there no one else will fill.  His businesses are means of supporting positive change as well as generating profit.  Being open is not anti-capitalist, it's an adaptive strategy for a changing world.  He's invoking the ideology of the FLOSS movement in his blog entry even if he is not participating in it.  The simple act of adding to the base of freely used, functional, technology gives the future a deeper toolbox with each contribution.  That is a morally virtuous act that he wants to align with even if he can't adopt it due to the nature of the patent system.  But it's not the moral element that fascinates me about Musk's entry, it is the implication he makes that by opening access to technologies protected by his patents, essentially vowing to not pursue his intellectual property rights, he is declaring that is the ethical mandate of his company to share.  To rephrase and repeat, like any good reference librarian, Elon Musk is saying that profit is not the sole ethical mandate of his company. 

I would call out library corporations to look at what they can open source or at least share by some means.  I would say that library vendors who don't share where they reasonably can are acting immorally.  Note, I don't say unethically, that is an entirely different matter, determined by their own corporate structure.  In fact I worry that they have an ethical obligation in their roles to do immoral things.  

What can they share?  I don't know.  Clearly it's not realistic for an ILS vendor to GPL their entire codebase and dump it on Github.  But I find it hard to believe there isn't anything they can share.  Maybe a library of code for RDA checking.  Maybe a Z29.50 server.  Maybe a network diagnostic tool.  Maybe data about usage needs.  

Elon Musk's blog post raised eyebrows because he rejected the idea that hoarding information is a business's ethical obligation.  We already have vendors who support open source and believe that sharing is an ethical requirement to being in the library community.  I think libraries should hold vendors to that standard.  I want to support companies who act in a manner I think is both ethical and morale in regards to supporting not only my library this fiscal year but the libraries of tomorrow and open source is a big part of that.  

by Rogan Hamby at June 20, 2014 11:30 PM

June 17, 2014

Evergreen Indiana

Weekly Update—June 17, 2014

Manual Bills Update

The Patron Services Committee has selected the new manual billing types. Our thanks for the enthusiastic and creative responses on the survey! The new manual billing types will be online beginning July 1. We will release documentation on recommended usage shortly.

Meetings

The Patron Services Committee met on June 17, 2014 at the Greenwood Public Library. For the 2014-15 term, Jennifer McKinley is the new chair, Laura Hull, chair-elect, and Sandra Rowland, secretary. The Committee will meet next on September 16, 2014 at 10am at the Greenwood Public Library.

We encourage all member libraries to attend committee meetings to provide recommendations and to learn about current issues.

Member News

The Royal Center Boone Township Public Library’s Evergreen Indiana automation project was featured in the Logansport Pharos-Tribune: Pioneering Change.

Support News

The Evergreen Indiana coordinator will be on vacation June 23-28. If you need immediate assistance during this time, please contact either the Helpdesk or Shauna Borger, Professional Development Office Supervisor (SBorger@library.IN.gov / 317-232-3718). The Weekly Update will return on July 1, 2014.

Upcoming Evergreen Indiana Training Opportunities

July 17
Spring/Summer Cataloging Roundtable: RDA for Copy Cataloging, 10am-12pm, webinar

by admin at June 17, 2014 07:47 PM

June 11, 2014

Equinox News

A slew of Evergreen development

Well, it’s past time for another installment of “Fabulous Evergreen Improvements!”.  Brought to you today by Equinox, in partnership with BC Libraries Cooperative, Natural Resources Canada, NC Cardinal, NOBLE, and MassLNC.

Thanks to our friends at Natural Resources Canada, we now have achieved WCAG accessibility compliance for the stock Evergreen OPAC.  As much as is possible, the lessons we have learned there will be carried over into Equinox’s work in the redesign of the Evergreen staff client.

Thanks to NC Cardinal’s Cumberland Library, we were able to clear up that pesky fund transfer bug.
https://bugs.launchpad.net/evergreen/+bug/800478/

Thanks to NOBLE and BC Libraries Cooperative for funding the improvements to the fund drop down and making rendering really fast!
https://bugs.launchpad.net/evergreen/+bug/1254918

Thanks to NOBLE for funding both the fix for located URI discrepancies and improved scoping on the pending purchase order drop down box.
https://bugs.launchpad.net/evergreen/+bug/925776
https://bugs.launchpad.net/evergreen/+bug/1319519

And last, but certainly not least, thank you to MassLNC for funding these forthcoming Evergreen improvements.  Links to the Launchpad tickets and/or Equinox’s technical specifications are below.

Improve Display of Delayed Items in Acquisitions
http://yeti.esilibrary.com/dev/pub/techspecs/acq-cancel-reason-display.html
https://bugs.launchpad.net/evergreen/+bug/1270289

View and Edit Existing Reports
http://yeti.esilibrary.com/dev/pub/techspecs/reports-view-edit-report.html

Assistance for Report Runners
http://yeti.esilibrary.com/dev/pub/techspecs/report-hints-doc_link.html

Shelf expired holds should not include items expiring today
https://bugs.launchpad.net/evergreen/+bug/1306753

Thanks to our friends and clients for their commitment to improving Evergreen!

Grace

by graced at June 11, 2014 07:58 PM

June 10, 2014

Evergreen Indiana

Weekly Update—June 10, 2014

Mark Your Calendars

We have scheduled the next consortium upgrade for December 25-28, 2014. We will be upgrading to version 2.6, which offers improvements to OPAC icons, fixed field and 007 tag editors, metarecord holds, and improved accessibility to the catalog for low vision users. Please mark your calendars and watch for upgrade news!

Cataloging Roundtable: RDA for Copy Catalogers in Evergreen

The Spring/Summer Cataloging Roundtable has been schedule for July 17, 2014, 10am-Noon (EDT). Our special guest, Stephen Smith, Head of Acquisitions and Copy Cataloging at University of Illinois Chicago, will be reviewing methods, practices and workflows for copy catalogers wishing to update records to the new RDA standards. The first hour will be open discussions hosted by the Cataloging Committee with the formal training beginning at 11am. This program is offered for free, and registration is open now.

Meetings

The Patron Services Committee will meet on June 17, 2014 at 10am at the Greenwood Public Library. This meeting will be streamed and recorded on Google+.

The June 10 Executive Committee meeting was streamed and recorded for members unable to attend the meeting in person. We had some technical difficulties to start, so you may have had trouble accessing the session live. The recording is available on Google+ and YouTube. Sheryl Sollars assumes the role of Chair, Ruth Frasur, Chair-Elect, and Shawn Heaton, Secretary for the 2014-15 year.

The eContent Committee met on June 10, 2014 and approved the February 11, 2014 Minutes. Quotes for 3 vendors offering consortium discounting will be sent out on the eContent listserv. Please contact the Coordinator with questions.

We encourage all member libraries to attend committee meetings to provide recommendations and to learn about current issues.

Member News

Evergreen Indiana welcomes our newest member, North Madison County Public Library!

Attica Public Library has joined the eIndiana Digital OverDrive Consortium.

Andrews-Dallas Township Public Library is throwing a Grand Reopening to celebrate the completion of their renovation project on June 14, 2014, 9am-1pm. Congratulations!

Upcoming Evergreen Indiana Training Opportunities

June 19
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:30pm-3:30pm, Indiana State Library, Room 428
July 17
Spring/Summer Cataloging Roundtable: RDA for Copy Cataloging, 10am-12pm, webinar

by admin at June 10, 2014 07:50 PM

June 04, 2014

Evergreen Indiana

Weekly Update – June 4, 2014

DCTPL Go-Live-newsletter

Meetings

The Cataloging Committee will meet on June 5, 2014 at 10am at Hussey-Mayfield Memorial Public Library.

The eContent Committee will meet on June 10, 2014 at 10am at the Indiana State Library in Room 425. We will be reviewing language learning offerings, including a presentation by Pronunciator.

The Executive Committee will meet on June 10, 2014 at 1pm at the Indiana State Library in Room 401. This meeting will be streamed and recorded. Links will be posted next week.

We encourage all member libraries to attend committee meetings to provide recommendations and to learn about current issues.

Member News

The High School branch of Greentown and Eastern Howard School Public Library will be closed for renovations for the month of June. During that time, the collection will be unavailable to fill transits. The Children’s branch will remain open and available during this period.

Migration News

Yesterday was Danville Center Township Public Library’s go-live day! There was ice cream cake!!! Welcome to Evergreen Indiana! Our thanks to Plainfield for sending a team to help during the go-live.

Upcoming Evergreen Indiana Training Opportunities

June 12
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:30pm-3:30pm, Indiana State Library, Room 428
June 19
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:30pm-3:30pm, Indiana State Library, Room 428

by admin at June 04, 2014 01:33 PM

May 30, 2014

Massachusetts Library Network Cooperative

MassLNC 2014 Conference Handouts and Survey

Thank you to everyone who attended or spoke at Wednesday's MassLNC Users Conference at Northern Essex Community College in Haverhill. The conference featured some great discussions and useful information on Evergreen and the MassLNC project.

MassLNC is gradually posting handouts/Powerpoint presentations to the conference schedule page. Not all speakers had canned presentations that can be posted, but we do plan to have all of the prepared material up by the end of next week.

We are also asking attendees to fill out a brief survey about this year's conference. The results of the survey will help us in planning next year's conference.

by Kathy Lussier at May 30, 2014 02:53 PM

May 27, 2014

Evergreen Indiana

Weekly Update—May 27, 2014

New Patron Services Committee Members

We’re pleased to announce that the Council has selected the following representatives to serve on the Patron Services Committee for the 2014-2017 term:

Class A (40,000+ residents)
Laura Brzeski, Morgan County Public Library

Class B (10,000-40,000 residents)
Christina Hime, Jackson County Public Library
Portia Kapraun, Monticello-Union Township Public Library

Class C (<10,000 residents)
Celia Bandolier, Roanoke Public Library
Karen Kahl, Union County Public Library

Both sitting and new committee members will be in attendance at the June 17, 2014 Patron Services Committee meeting. We encourage libraries to join us in congratulating our new members and thanking the exiting members for their service: Judi Terpening, Virginia Jensen, Laura Jones, and Karen Jewell.

Bylaws Ballots

We are in the final week of the acceptance period for the Bylaws Amendment ballots. Please send these to the Coordinator or Executive Committee at the Indiana State Library (140 N Senate Ave, Indianapolis, IN 46204) as soon as possible!

Migration News

We have set Danville Center Township Public Library’s go-live for June 3, 2014. A modified cataloging freeze will be in place beginning at 5pm EDT on Friday, May 30 and is will be lifted with notice on June 3, 2014. Please watch the cataloging list for the release notice to be issued. A modified cataloging freeze means that no actions may be taken on bibliographic records. Holdings may be added or edited. No materials or records should be deleted during the freeze.

Upcoming Evergreen Indiana Training Opportunities

June 12
Basic Circulation, 10am-12pm, Indiana State Library, Room 428
Holds, 1:30pm-3:30pm, Indiana State Library, Room 428
June 19
Basic Cataloging, 10am-12pm, Indiana State Library, Room 428
Local Administration, 1:30pm-3:30pm, Indiana State Library, Room 428

by admin at May 27, 2014 08:10 PM

Bibliomation

Upgrade to 2.6 complete

From Melissa:

We are back online! We have successfully completed both our Evergreen system upgrade and our new database server upgrade. Connection to the system for the first time will require an update to your staff client to version 2.6_0. A prompt should appear for finding and applying the new update.
The most noticeable changes of the upgrade are new format icons on records. These icons will help you quickly recognize the item’s format. For example: with the new, distinguishable icons you will now be able to decipher the difference between a Blu-ray versus a DVD.
We appreciate your patience during the downtime to upgrade Evergreen and our new database server. Do not hesitate contacting the Bibliomation Help Desk if you experience any problems.
Hooray and congratulations to Melissa and Ben on a smooth and successful upgrade!

by admin at May 27, 2014 02:49 PM

May 20, 2014

Equinox News

Patches of May Flowers

It’s been a long winter, but at last spring is here, and it’s beautiful!

Community Day has remained on our monthly calendar here at Equinox, though tooting our horns about it… perhaps not so much.

Nonetheless, here’s what we’ve been up to:

February 2014

March 2014

April 2014

May 2014

Releases

The Equinoxers who have been acting as Release Managers and Release Maintainers have also been busy.

In March, Galen cut the release of OpenSRF 2.3.0.

In May, Galen released the beta for Koha 3.16. Mark your calendars for May 22nd, which is when the general release of 3.16.0 will happen!

Also in May, Mike released Evergreen 2.4.7.

Speaking personally, it is a great pleasure to work with my colleagues and see their commitment to improving both Koha and Evergreen for the benefit of the broader community.

by Galen Charlton at May 20, 2014 08:01 PM

Evergreen Indiana

Weekly Update — May 20, 2014

New Executive Committee Members

We’re pleased to announce that the Council has selected the following representatives to serve on the Executive Committee for the 2014-2017 term:

  • Class A (40,000+ residents): Krista Ledbetter, Morgan County Public Library
  • Class B (10,000-40,000 residents): Kerry Green, Hussey-Mayfield Memorial Public Library
  • Class C (<10,000 residents): Shawn Heaton, Alexandria-Monroe Public Library

The sitting and new committee members will both be in attendance at the June 10, 2014 Executive Committee meeting. We encourage libraries to join us in congratulating our new members and thanking the exiting members for their years of service: Andrea Ingmire, Montie Manning, and Mary Rueff. We would also like to thank the other nominees for volunteering to serve!

Elections and Ballots

We are approaching the end of the acceptance period for the Bylaws Amendment ballots. Please send these to the Coordinator or Executive Committee at the Indiana State Library (140 N Senate Ave, Indianapolis, IN 46204) as soon as possible!

Member News

Congratulations to Katie Mullins, the new director of Kendallville Public Library!

Migration News

We have set Danville Center Township Public Library’s go-live for June 3, 2014. A modified cataloging freeze will be in place beginning at 5pm EDT on Friday, May 30 and is will be lifted with notice on June 3, 2014. Please watch the cataloging list for the release notice to be issued. A modified cataloging freeze means that no actions may be taken on bibliographic records. Holdings may be added or edited. No materials or records should be deleted during the freeze.

Upcoming Evergreen Indiana Training Opportunities

June 12
Basic Circulation, 10am-12pm, Indiana State Library, Room 428
Holds, 1:30pm-3:30pm, Indiana State Library, Room 428
June 19
Basic Cataloging, 10am-12pm, Indiana State Library, Room 428
Local Administration, 1:30pm-3:30pm, Indiana State Library, Room 428

by admin at May 20, 2014 12:22 PM

May 14, 2014

Evergreen Indiana

Weekly Update—May 14, 2014

Get your barcodes and library cards now!

eicards
We’re pleased to announce that the new library card and barcode contract is finalized. The first pool of the new contract opened on Monday, May 12, 2014, and closes on Friday, May 16. The new rates are $21 per 1000 for barcodes and $.20/ea. for combo cards with a minimum run of 500. Please check your stocks and send in your orders now. Instructions for ordering are available here: Barcode Ordering Pool.

eIndiana Digital Consortium News

The eIndiana Digital Consortium has joined in both the Big Library Read and the Overdrive Challenge in June. Please see the information below about these two programs!

Big Library Read

This summer’s Big Library Read title is A Pedigree to Die For by Laurien Berenson. The eBook will be featured in a prominent spot on the consortium’s home page (http://cidc.lib.overdrive.com) for no cost and will be available from June 3 – 18 for simultaneous use (no holds, no waitlists) for your users to borrow.

Big Library Read is the worldwide digital version of a local book club, and a way for your library to generate interest in your digital collection beyond the bestsellers. Big Library Read is also an excellent opportunity to engage new and existing users to increase digital circulation. Marketing materials are available here for you to spread the word to your community.

OverDrive Challenge

The OverDrive Challenge is a promotion to help raise awareness of library eBook lending across the world and boost your circulation. Your mission during the month of June is to increase your checkouts to beat your best month on record for circulation.

***The eIndiana Digital Consortium’s highest circulating month was January 2014 (32,649 checkouts). Our goal is 40,811 checkouts for June, which will qualify us for a $1500 content credit!!

Click here to find out more.

Elections and Ballots

We continue to collect the Bylaws Amendment ballots. Please send these to the Coordinator or Executive Committee at the Indiana State Library (140 N Senate Ave, Indianapolis, IN 46204) as soon as possible! The new EC members will be announced next week.
This is the last week to vote for the new PSC members: Cast your vote!

Migration News

We have set Danville Center Township Public Library’s go-live for June 3, 2014. A modified cataloging freeze will be in place beginning at 5pm EDT on Friday, May 30 and is will be lifted with notice on June 3, 2014. Please watch the cataloging list for the release notice to be issued. A modified cataloging freeze means that no actions may be taken on bibliographic records. Holdings may be added or edited. No materials or records should be deleted during the freeze.

Upcoming Evergreen Indiana Training Opportunities

June 12
Basic Circulation, 10am-12pm, Indiana State Library, Room 428
Holds, 1:30pm-3:30pm, Indiana State Library, Room 428
June 19
Basic Cataloging, 10am-12pm, Indiana State Library, Room 428
Local Administration, 1:30pm-3:30pm, Indiana State Library, Room 428

by admin at May 14, 2014 06:35 PM

May 07, 2014

Evergreen Indiana

Weekly Update—May 7, 2014

Barcode and Library Card Pool Opening!

We’re pleased to announce that the new library card and barcode contract is finalized. The first pool of the new contract opens next week on Monday, May 12, 2014, and closes on Friday, May 16. The new rates are $21 per 1000 for barcodes and $.20/ea. for combo cards with a minimum run of 500 cards. Please check your stocks and prepare your orders now for next week. Instructions for ordering are available here: Barcode Ordering Pool.

Regional Support Change

The ISL Southwest regional coordinator, Shirdellah Groulx, has stepped down from her position; until her position is filled again, Bill Anderson (bianderson@library.in.gov), regional coordinator for the Southeast, will provide support to her region. If you or a librarian you know in the region is interested in becoming a regional coordinator, please contact the EI Coordinator to be notified when the position is posted. We thank Shir for all her valuable assistance and support with Evergreen Indiana!
ShirsFarewell
As we prepared for Shir’s last day, we processed her accounts just as we ask you to do. First, on her professional account, her password was reset. Then her profile group was updated to “Internal Use”, and her expiry date was set to her last day. As she will no longer be eligible for a StaffCard, we also expired that account. If she were eligible for a regular patron card, we would have changed her profile and transferred her personal account to her home library. This is the proper procedure when you have staff leave your library.

Elections and Ballots

We continue to collect the Executive Committee election ballots and Bylaws Amendment ballots. Please send these to the Coordinator or Executive Committee at the Indiana State Library (140 N Senate Ave, Indianapolis, IN 46204) as soon as possible.
Don’t forget to cast your electronic vote for the new PSC members: Cast your vote!

Member News

Bloomfield-Eastern Greene County Public Library welcomes new director Austin Stroud.

Migration News

We have set Danville Center Township Public Library’s go-live for June 3, 2014. A modified cataloging freeze will be in place the weekend preceding the migration. Additional details will be made available as they are confirmed.
Deadlines

Upcoming Evergreen Indiana Training Opportunities

May 14
Advanced Cataloging, Part I, 9am-12pm, Webinar
May 15
Advanced Cataloging, Part II, 9am-12pm, Webinar
June 12
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1:30pm-3:30pm, Indiana State Library, Room 428
June 19
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1:30pm-3:30pm, Indiana State Library, Room 428

by admin at May 07, 2014 12:27 PM

April 30, 2014

Evergreen community blog

Evergreen 2015 International Conference Location Announced

 

The Evergreen International Conference Selection Committee is very pleased to announce the 2015 Conference will be held in Hood River, Oregon.  The committee unanimously selected the proposal submitted by Buzzy Nielsen of the Hood River County Library District, part of the Sage Library System.  The Site Selection Committee consisted of Shauna Borger (Evergreen Indiana), Grace Dunbar (Equinox), Amy Terlaga (Bibliomation), Tanya Prokrym (NC Cardinal), Debbie Luchenbill (MOBIUS Consortium), and Beth Longwell (Sage Consortium).

From the proposal:
Hood River is in the heart of Columbia River Gorge National Scenic Area and the Mount Hood recreational area. We believe that Evergreen users, programmers, and enthusiasts would have a fantastic time both during the conference and on their down time in our beautiful, active, unique community.
Dates of the conference will be announced soon.  The plan is to hold the conference in May 2015.

Submitted on behalf of the Conference Selection Committee

by Amy Terlaga at April 30, 2014 08:28 PM

Evergreen Indiana

Weekly Update—April 30, 2014

Evergreen International Conference Site Selection Announced

The 2015 Evergreen International Conference will be held in May in Fort Hood, Oregon. The sponsoring organization is the Hood River County Library District. Watch for further announcements as final dates are set.

Voting Continues

We continue to collect the Executive Committee election ballots and Bylaws Amendment ballots. Please send these to the Coordinator or Executive Committee at the Indiana State Library (140 N Senate Ave, Indianapolis, IN 46204) as soon as possible. We will announce the new Executive Committee members on May 20 and the results of the bylaws vote at the June 10 Executive Committee meeting.

Don’t forget to cast your electronic vote for the new PSC members: Vote here!

Migration News

We have set Danville Center Township Public Library’s go-live for June 3, 2014. A modified cataloging freeze will be in place the weekend preceding the migration. Additional details will be made available as they are confirmed.
Deadlines

Upcoming Evergreen Indiana Training Opportunities

May 14
Advanced Cataloging, Part I, 9am-12pm, Webinar
May 15
Advanced Cataloging, Part II, 9am-12pm, Webinar

by admin at April 30, 2014 12:53 PM

April 22, 2014

Evergreen Indiana

Weekly Update—April 22, 2014

Patron Services Ballot Posted

The Patron Services Committee ballot is now available for voting. Three seats are opening on the committee; votes will be accepted for 30 days (closing on May 21, 2014). We are excited to present our enthusiastic slate of candidates. We thank our outgoing members for their valuable contributions: Virginia Jensen (Mooresville PL), Karen Jewell (Greenwood PL), and Judi Terpening (Switzerland Co PL).

Cast your vote!

Service Hiccup

Member libraries’ staff noted a brief series of downtimes with the main servers over the weekend. It was due to some ISP connection issues which were promptly addressed. Total downtime amounted to approximately 30 minutes. We thank everyone for their patience while our excellent technical staff coordinated the fix.

Migration News

We have tentatively set Danville Center Township Public Library’s go-live for June 3, 2014. A modified cataloging freeze will be in place the weekend preceding the migration. Additional details will be made available as they are confirmed.

Upcoming Evergreen Indiana Training Opportunities

May 14
Advanced Cataloging, Part I, 9am-12pm, Webinar
May 15
Advanced Cataloging, Part II, 9am-12pm, Webinar

by admin at April 22, 2014 02:10 PM

April 16, 2014

Evergreen Indiana

Weekly Update – April 16, 2014

Evergreen Indiana Circulation Policies and Procedures Revised

The Patron Services Committee referred a full set of updates to the Executive Committee for review. All of the recommended updates were accepted and the revised materials are now posted on the ISL Evergreen Indiana Circulation Policy and Procedures page (http://www.in.gov/library/5094.htm). Please take a few minutes with your staff to read and confirm that you’re up to date with the latest policies and procedures.

MARC Field-Stripping Active

Evergreen Indiana catalogers will be pleased to note that the MARC field-stripping feature is now live. The 136 MARC tags which have been either deprecated or are not in use by the consortium will no longer import and will be automatically deleted. Existing records with these fields are not affected by this feature, but are under consideration for an automated housekeeping project later this year. Please let us know if you notice any unexpected content appearing or being removed from this process.

Member News

Royal Center-Boone Township Public Library welcomes new director Julie Diesman.
Union City Public Library welcomes new director Joseph Skeen.

Upcoming Evergreen Indiana Training Opportunities

May 14
Advanced Cataloging, Part I, 9am-12pm, Webinar
May 15
Advanced Cataloging, Part II, 9am-12pm, Webinar

by admin at April 16, 2014 12:42 PM

April 08, 2014

Evergreen Indiana

Weekly Update – April 8, 2014

Evergreen Indiana Annual Conference 2014

Thanks to everyone for joining us at the Annual Conference and Business Meeting this year. We’ve put together a slideshow on the blog of the presentations and participants; don’t forget to take a look! We had an outstanding set of presenters this year and have already heard glowing reports about the entertaining and informative sessions.

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We’ve scheduled the 2015 conference for April 9-10, so mark your calendars now!

Conference Slidedecks

Committee News

The Executive Committee met on April 4, 2014 during the Evergreen Indiana Annual Conference at the Wyndham Indianapolis West facility and approved the February 11, 2014 minutes. Their next scheduled meeting will be on June 10, 2014 at the Indiana State Library.

The eContent Committee will hold their next meeting on June 10, 2014 at the Indiana State Library.

Upcoming Evergreen Indiana Training Opportunities

April 15
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1pm-3pm, Indiana State Library, Room 428
April 17
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1pm-3pm, Indiana State Library, Room 428
May 14
Advanced Cataloging, Part I, 9am-12pm, Webinar
May 15
Advanced Cataloging, Part II, 9am-12pm, Webinar

by admin at April 08, 2014 07:21 PM

April 07, 2014

Equinox News

BHM Regional Library Live on Evergreen joins NC Cardinal

FOR IMMEDIATE RELEASE

Duluth, GA —April 7, 2014

The BHM Regional Library System has gone live on Evergreen as part of the NC Cardinal consortium. Equinox Software oversaw data migration and staff training and will continue to provide hosting and technical support for the entire NC Cardinal consortium.

The BHM Regional Library System consists of eight libraries in Beaufort, Hyde, and Martin counties. Over 87,000 bibliographic records and 14,000 patrons were migrated to the new system.

Jenny LaJeunesse, Equinox Project Manager, says “The BHM Regional Headquarters staff, Branch Managers, and School Librarians are a group who embraces technology and change. As part of NC Cardinal, they are getting ready to begin resource sharing soon and are positive about moving forward with Evergreen.”

About Equinox Software, Inc.

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

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

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

About Evergreen

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

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

Press contact: Corinne Hall, corinne@esilibrary.com, 770-709-5571

by corinne at April 07, 2014 02:32 PM

April 02, 2014

Equinox News

Saugeen Library Consortium Now Live on Equinox Hosted Koha Environment

FOR IMMEDIATE RELEASE

Duluth, GA —April 2, 2014

Saugeen Library System has officially gone live with their Koha installation, hosted and supported by Equinox. The previously independently-maintained consortium will now have their data hosted at Equinox’s Canadian data centre and receive system administration and support services from Equinox.

The Saugeen Consortium consists of five library systems: Grand Valley Public Library, Grey Highlands Public Library, Hanover Public Library, Shelburne Public Library, and West Grey Public Library. All five libraries received a significant upgrade to Koha 3.14 during their move to Equinox services. This gives library staff and patrons access to lots of exciting new features not available in their previous version.

Equinox Implementation Manager, Galen Charlton, says, “The Saugeen Library Consortium libraries have been long-time users of Koha and active in both the Koha and the Canadian open source library software communities. We are proud to welcome them to the Equinox family.”

About Equinox Software, Inc.

Equinox is an established leader in open source solutions for Koha, Evergreen, and FufILLment. We are consistently among the top contributors in both the Evergreen and Koha projects. Equinox is wholly devoted to the support and development of open source software in libraries. Our team is fanatical about providing exceptional technical support. Over 98% of our support ticket responses are graded as “Excellent” by our customers. At Equinox, we are proud to be librarians. In fact, almost half of us have our ML(I)S. We understand you because we *are* you.

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

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

About Koha

Created in 1999 by Katipo Communications for the Horowhenua Library Trust in New Zealand, Koha is the first open source Integrated Library System to be used worldwide. The software is a full-featured ILS with a dual-database design (search engine and RDBMS) built to be compliant with library standards. Koha’s OPAC, staff, and self-checkout interfaces are all web applications. Distributed under the General Public License (GPL), libraries are free to use and install Koha themselves or to purchase support and development services.

For more information on Koha, please visit http://koha-community.org.

Press contact: Corinne Hall, corinne@esilibrary.com, 770-709-5571

by corinne at April 02, 2014 09:21 PM

March 28, 2014

Evergreen community blog

OpenSRF 2.3.0 released

Version 2.3.0 of OpenSRF is now available for download.

This is a functionality release that introduces a new control script, osrf_control, and significantly improves one’s ability to stop, start, reload, and manage OpenSRF services. It also adds the ability to run multiple OpenSRF instances simultaneously on a single server.

Full release notes are available.

Version 2.3.0 is the minimum required version of OpenSRF for the upcoming release of Evergreen 2.6. It can also be used when installing or upgrading previous versions of Evergreen, including Evergreen 2.4.x and Evergreen 2.5.x.

by Galen Charlton at March 28, 2014 08:57 PM

March 27, 2014

Equinox News

Marvin Memorial Library Live on Evergreen joins COOL

FOR IMMEDIATE RELEASE

Duluth, GA —March 27, 2014

Marvin Memorial Library has gone live on Evergreen as part of the Consortium of Ohio Libraries (COOL). They are the 11th library system to join the consortium. Equinox Software oversaw the data migration and will continue to provide system hosting and technical support to the entire COOL consortium.

The Marvin Memorial Public Library began as a reading room in 1897 with a collection of 300 books. Dan Marvin, a local Civil War veteran and uncle of the first librarian, donated a home to the city to be used as a library. A large addition was made to the home in 1981 with most of the children’s collection being housed in the original house while the adult collection was moved to the new area. Today, Marvin Memorial Public Library houses over 59,000 bibliographic items and provides services to 6,000 patrons.

Shae Tetterton, Equinox Director of Sales, says “It’s always a pleasure to work with our growing consortia. The Marvin Library Director, Kathy Webb, was just wonderful. She made the most of this transition by reviewing and revamping library policies and procedures as needed. Marvin is sure to be a great addition to the COOL and Evergreen communities.”

About Equinox Software, Inc.

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

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

About Evergreen

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

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

Press contact: Corinne Hall, corinne@esilibrary.com, 770-709-5571

by corinne at March 27, 2014 03:25 PM

March 25, 2014

Massachusetts Library Network Cooperative

MassLNC Seeks Quote to Connect Evergreen to SHAREit

MassLNC is seeking quotes to develop an interface that will facilitate communication between Evergreen and SHAREit (provided by the
company, Auto-Graphics). The interface will need to respond to NCIP version 2 messages.

More information on the project is available at http://masslnc.cwmars.org/system/files/ncip-rfq-2014-final_0.pdf.

Final quotes are due Wednesday, April 16 at 11:59 p.m. EDT.  Requests for additional information should be sent to Kathy Lussier by April 4, 2014. Responses to these requests will be posted to the MassLNC site at www.masslnc.org by April 9, 2014.

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by Kathy Lussier at March 25, 2014 06:18 PM

Evergreen Indiana

Weekly Update—March 25, 2014

Evergreen Indiana Annual Conference Program 2014

The 2014 Evergreen Indiana Annual Conference will be held on April 3-4, 2014. The conference will open on the evening of the 3rd with a keynote reception dinner (beginning at 6pm). The rates to participate this year are $65 for the full conference and $45 to participate exclusively in events on the 4th. Registration forms are available here: EI Annual Conference Registration.

The conference will be held at the Wyndham Indianapolis West. We have reserved a block of rooms at a discounted rate of $89 for the night of the 3rd. When you reserve your room, please be sure to mention that you will be attending the Evergreen Indiana Annual Conference to get your discount. Once the block is gone, rooms are available on a first-come-first-served basis.

On the 4th, we’ll begin at 9am. Our program calendar has been tentatively set as follows:

Administration Track

Executive Committee Meeting
The Executive Committee will be approving the slate of nominees for this year’s election, finalizing the bylaws amendment for the creation of a membership fee, and reviewing the upgrade results.

eContent Committee Meeting
The eContent group will discuss shared purchasing opportunities and the new eIndiana Digital Consortium’s Children and Teens’ interface.

Proposed: An Evergreen Indiana Membership Fee
Executive Committee / Anna Goben / Wendy Knapp
Join us as representatives of the Indiana State Library and the Executive Committee review the bylaws amendment proposal for the creation of an annual membership fee. Discover why we are making this move, ask about what this means for your library, and discuss implementation.

After the Upgrade
Anna Goben
Now that we’ve arrived in the latest version of Evergreen, let’s take a few minutes to review where we’ve been, what we’re doing, and what projects are ahead for Evergreen Indiana in the coming year. Find out if your library wants to get ahead of the curve and volunteer for one of our new pilot programs! (1 TLEU)

Cataloging Track

Original Cataloging, Part I
Sarah Childs / Mary Kay Emmrich
MARC and its use in Evergreen Indiana can be a bit overwhelming, especially when you need to create original records for your library’s very unique special collections. Join us for a line-by-line review of what fields we use, how they should be coded, and what fields should be skipped when creating original cataloging records. (1 LEU)

Original Cataloging, Part II
Sarah Childs / Mary Kay Emmrich
There’s a lot to know about original cataloging, so much we couldn’t cram it into a single session! Please join us for Part II on how to finish your own outstanding original MARC records in Evergreen Indiana. (1 LEU)

Advanced Copy Cataloging
Jocelyn Lewis
You’ve mastered the art of adding holdings, now what? There’s a lot more to excellent record management. We will review best practices for refining MARC and holdings records, series tracing, and how to ensure that you’re up to date on policies and procedures. (1 LEU)

Cleaning Up the Catalog
Shelley Lesandrini
Learn how to leverage existing report templates to discover target records for updating, merging, and other clean-up projects. As we share interface and record information, we have a terrific opportunity to pool our talents to note and improve our holdings and MARC records with regular housekeeping projects. (1 TLEU)

Patron Services Track

Difficult Patrons?
Bill Anderson / Brandy Graves / Jennifer McKinley
We’ve all dealt with challenging patron interactions. We will present some tips and tricks for ensuring the best possible outcome when a situation escalates. (1 LEU)

Intra-Evergreen Communications
Virgie Dowell / Vanessa Martin / Judi Terpening
Communication is key when working with so many partner institutions. Please join us as we review the best ways and opportunities to reach out to your fellow libraries to clarify, confirm, and correct changes to patron records, billing questions, and Lost and Damaged materials. (1 TLEU)

Everything and the Kitchen Sink: Q&A Roundtable
Patron Services Committee
Have other questions or concerns related to Patron Services issues, policies, or procedures? We’ll have an open discussion to bring these to light and evaluate our options.

Transiting and Holds Management
Virginia Jensen / Jill Stange
The backbone of our resource sharing plan is working with transits and holds directly in order to get the right materials into our patrons’ hands as quickly as possible. We will review best practices for identifying hold targets, capturing and preparing them for transit, and assisting patrons along the process. (1 TLEU)

Evergreen International Conference 2014 Wrap-up

The 2014 Evergreen International Conference was held last week in Boston. Evergreen Indiana had 6 representatives in attendance. We brought back a lot of news about upcoming development projects, learned about expanding and enhancing our own use of the existing features, and met with our enthusiastic and talented colleagues from all points geographical.

Upcoming Evergreen Indiana Training Opportunities

April 15
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428
Local Administration, 1pm-3pm, Indiana State Library, Room 428
April 17
Basic Circulation, 9am-12pm, Indiana State Library, Room 428
Holds, 1pm-3pm, Indiana State Library, Room 428

by admin at March 25, 2014 12:59 PM

March 23, 2014

Evergreen Open Source ILS - Flickr stream

March 22, 2014

Dan Scott (Coffee|Code) (Evergreen entries)

The state of structured data in Evergreen: 2.6 edition

Yesterday at the 2014 Evergreen International Conference I presented Structured library data: holdings, libraries, and beyond--a talk about the work I've done specifically with Evergreen and making some of the connections with Koha and VuFind's capabilities. Lots of attendees seemed happy with the talk and the direction that we're going with Evergreen, and have hope for the future relevance of our libraries' resources within normal search engines, as well as all of the possibilities opened up by exposing this open data about our libraries (locations, hours, branch relationships, contact informatoin) and their resources in a much more consumable form.

There was so much energy in the room, I could have talked for another hour... I love the Evergreen community!

by Dan Scott (dan@coffeecode.net) at March 22, 2014 03:23 PM

March 21, 2014

Evergreen Open Source ILS - Flickr stream