Open Source Integrated Library System

May 28, 2015

Equinox Blog and News

Tectonics

Columbia River Gorge (3)
 

As the conference shuttle sped along I-84 from PDX to Hood River I tried to puzzle out a solid meaning for the selected theme of the 2015 International Evergreen Conference: Scaling Up Openness. It’s a broad, somewhat fuzzy theme.

I looked out the shuttle window and decided not to worry about it. I was absolutely floored by the beauty of the Columbia River Gorge. Young mountains thrust up by the Cascadia Subduction Zone crumbling away to leave massive cliff faces and waterfalls — pretty much exactly what you’d expect if you’ve seen the Twilight series of movies, only without the dead eyes and terrible sparkly vampires. I thought to myself, this is the kind of place that one might imagine is entirely unspoiled by things like, well, the internet.

As it turned out, that thought was fortuitous, because the magic smoke finally escaped from my trusty CR-48’s wifi card during the hackfest. I didn’t have any actual computer time all week. Looking back, though, that really didn’t make much of a difference for me as far as my enjoyment of the conference was concerned. The sessions I attended were more than enough to hold my attention, and since IRC is low-overhead and the wifi was workable, I could communicate from my phone when I really needed to.

That lack of constant virtual stimulation gave me the opportunity to really observe our community in action. Fun fact: it turns out that it’s easier to see what’s going on around you when you don’t have your hands on a keyboard and your eyes on a screen.

I’ve been working on the Evergreen project since day one, long before there was a community around it or even a name. I thought for a long time that the community I watched grow up around Evergreen was one that attracted primarily innovators and early adopters in the classic Diffusion of Innovations Theory sense. I believed that we were still low on the bell curve of adoption, and that the more risk-averse masses had just not shown up yet. On the face of it, that makes sense especially in the context of our annual conference. We show off our tips and tricks, explain how we leverage the software to help patrons and staff. More importantly, we put our experiments, both successes and failures, on display so that others can learn from our experiences. We act very much like the opinion-leaders at the leading edge of the bell curve are supposed to act.

The problem with that belief is that is too one dimensional. Over time that’s not how the theory works, and as our community grows (1,600 libraries and counting) we seem to be missing a few important cohorts. Measured over the nine years of data we have to look at, there should be an appreciable number of Evergreen users that are “riding the wave” as opposed to innovating to define their own future. While there are certainly some libraries out there that choose not to participate regularly in the community, the more risk-averse institutions have failed to materialize en masse, or so it seems at first glance. In other words, while the Evergreen userbase has been growing consistently, by the numbers we seem to be growing in the wrong way, without “average” users.

Looking around at the institutions I saw represented there in Hood River I asked myself, why are we missing these types of users? Evergreen is mature and featureful. It’s powerful and extensible. It’s objectively more cost effective than traditional proprietary solutions.

But what if they’re not missing? What if they start by joining quietly as “average” users? What if, like the Juan de Fuca plate subducting below the amazing Pacific Northwest countryside, those “average” users are lifting the whole works and are being inexorably pressed into the mantle of our community? What if they slowly meld and melt into the center, and eventually contribute to volcanic eruptions of innovation that help shape the landscape of the software and the community of which we are all a part? That, I believe, is a good description of what we see happening each year as we gather to share our stories with the rest of the community. Old faces and new, together building a culture of innovation and experimentation.

There were many great presentations at this year’s conference, a third of them by or including Equinox employees I’m very proud to say. There have always been great presentations, and I expect there will continue to be in the future. That is something of which we should all be proud. But that has become the norm. What really impressed me was the diversity, vitality, and collaborative spirit I saw on display. Small libraries and large; IT-heavy shops and weekend hobbyists; developers and documentors and testers and users; first time presenters and greybeards. I am convinced, having been forced out of my digital cocoon by catastrophic hardware failure, that this is the important lesson of the 2015 Evergreen conference: we turn users into collaborators, collaborators into contributors, and contributors into leaders. That was, looking back, also the underlying current of many of my hallway conversations.

And that is the game changing effect of Open Source. Open Source encourages the kind of participatory community we see around us. It’s the reason our community doesn’t have to fit the standard bell curve that describes an idealized “product lifecycle”. That, in turn, allows Evergreen to continually confound those who would pigeon-hole it using traditional FUD techniques, or to co-opt it for goals that don’t align with that of the broader user community. And, indeed, it is what allows Evergreen and its community to reward participants, both commercial and institutional, for playing by the rules.

We have collectively managed to convince the majority of libraries that have chosen to use Evergreen that it is in their interest to get involved and stay involved, and we continue to do that over time. Open Source development doesn’t, by any means, assure this, of course. It takes dedicated people actively looking to collaborate, and probably a bit of luck.

The theme for the conference this year was Scaling Up Openness. When I first heard that, I wasn’t sure what exactly was meant. Here on the other side, I’m quite sure what it means to me, and I think we’re all succeeding … together.

by Mike Rylander at May 28, 2015 07:19 PM

May 26, 2015

Evergreen Indiana

Weekly Update — May 26, 2015

Evergreen International 2015 Follow-Up

Jason, Ruth, Anna, and Matt at Evergreen International 2015
Jason (ISL), Ruth (HJTPL), Anna (ISL), and Matthew (PFLD) at Evergreen International 2015

Evergreen Indiana had 5 representatives at the Evergreen International 2015 conference (one was unable to join us for the picture above). It was an outstanding conference with a lot of information on acquisitions, the new web client, refining local settings, and maintenance projects. Our sysadmin, Jason Boyer, presented on methods to manage patching and upgrades at the server level.
Jason presenting
Available presentations and handouts will be posted on the conference website. Our hosts in Hood River did amazing job with organizing and leading the conference, and it was delightful to meet and work with our counterparts from other Evergreen libraries across the US and Canada! And finally, our congratulations to Ruth Frasur (HJTPL) on her election to the Evergreen Oversight Board which guides the Evergreen international community!

Resource Sharing Logo Contest

As Evergreen Indiana values and celebrates resource sharing, we are asking you to consider getting involved the Indiana State Library (ISL) and the Academic Libraries of Indiana (ALI) Resource Sharing Committees’ contest to identify a symbol or logo to represent Resource Sharing in Indiana.

Realizing that not everyone can draw, entries do not need to be final designs. The committees arejust looking for a sketch, a description or an idea that perfectly encapsulates resource sharing in Indiana. This means that this competition is open to idea people as well as to graphic artists. If you have an idea, please send it in, or if you know someone who is good at this type of work, please share this message with them and encourage them to enter.

The deadline for entries has been extended to 1 July 2015. Details are available at:
http://library.indstate.edu/d2d6/logo.html

Member News

Jefferson County Public Library welcomes new director Mark Mellang.

Committee News

Committee elections are now closed. We are tabulating the returns and will announce the new committee members shortly!

The Cataloging Committee will meet on June 4, 2015 at 10am at Hussey-Mayfield Memorial Public Library.

Upcoming Evergreen Indiana Training Opportunities

June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at May 26, 2015 02:54 PM

May 19, 2015

Rogan Hamby

Evergreen Conference 2015

Another annual conference has come and gone.  2015’s seemed short.  It wasn’t, in fact, but the time seemed to go quickly.   I admit I’m not as good a traveler as I once was.  Part is due to age, and part is routine.  I always wake up the same time of day.  Even daylight savings causes me difficulty adjusting.  Flying to a different coast and telling my body to adjust three hours is nearly impossible.  Then five days later I do it in reverse.  In between I’ve run nonstop for days on end.  I interact with people and burn every ounce of introvert energy I have.  I also run on little sleep, staying up late and getting up early.  And it’s worth it.  By the time I drag home I feel a bit like Toshiba MIfune in Yojimbo, crawling exhausted and battered under the house hoping to just get away from everything and recuperate.

Toshiro Mifune from Kurosawa's Yojimbo beaten up.   How I feel after a conference.

Toshiro Mifune from Kurosawa's Yojimbo beaten up.   How I feel after a conference.

I point that out simply because everything is made better by an Akira Kurosawa reference.

But, I do it each year because it’s worth it.  This year I taught a half day SQL workshop, I served on a panel welcoming new folks to the Evergreen community and I did a presentation on extending data sources in the reporter.  You can see all that from the conference schedule.  But it’s far more than that.  What I gain isn’t entries on a vita.  Even a few years ago attendees of my SQL and Reporter workshop would have been staff with very tech oriented roles.  The sessions were full with 20+ people in each and they were librarians.  Yes, tech curious but by no means systems administrators - traditional librarians who want to dig deeper and deeper into the power that Evergreen can provide.  I like to think I helped make some materials more accessible to them and the fact that this new power user class is growing in the community is a wonderful thing.  That additional depth and breadth in the community is a healthy thing.  It means that the idea of a tech curious librarian is increasingly irrelevant.  Every year that I use a phrase like that it sounds sillier and sillier and I’m happy for that.  

Evergreen SQL Workshop.

Evergreen SQL Workshop.

And to paraphrase Billy Shakespeare, the community is the thing.   Attending the reporting interest group I talked about the need for new core reporting features with staff from all over the country (and world), about the need for existing and new libraries.  I think we need to bring back core reports into Evergreen as something that is expanded and tested with each version and it’s something I hope to work on this year, starting with going through the ones that were developed for 1.6 and updating them.  I talked with folks from Indiana about homebound services and something vaguely (but not quite) like plans were made. But talking is a starting point.  I talked about philosophies and their practical import.  

Many bad jokes were made (by me) and a few good ones (not by me).  We compared war stories, planned for the future, discussed what ifs and shared discussions about the meaning of life, or at least governmental ethical obligations and spending regulations.  Talking to other consortiums is always illuminating.  So is playing board games late into the night (I won Stone Age but it was a bit unfair since most of the others hadn’t played it before).

Good folks to hang out with.  Your ILS is in good hands.

Good folks to hang out with.  Your ILS is in good hands.

I left after three years on the Oversight Board having completed a three year tour of duty.  Several folks expressed surprise at my tour ending.  Three years go quickly.  A few also asked why I didn’t run again.  The truth is that we instituted the format of rotating members off the board so that it wouldn’t become stagnant.  Our community is large and diverse.  I want to let new voices in.  I may run again in a year or two.  I may not be able to vote but I’m still around and I promised to come in and sit in on meetings when time allows.  I also agreed to remain on the merchandising committee and to assist the board with some special issues if they come up.  

My last Oversight Board meeting of this tenure as a board member.

My last Oversight Board meeting of this tenure as a board member.

I’m also making some changes to the Hack-A-Way.  Submissions are now open for 2015 and will remain open until June 19th.  However, we are moving to an annual model for the Hack-A-Way.  With it now in it’s fourth year it’s become an institution.  As the kickstarter of it I still think of it as a scrappy little thing that has to prove itself so seeing folks planning far in advance and competing to host it surprises me.  But, it shouldn’t.  I myself have pointed out the good work that has come out of it each year.  So, a year wraps up and I head home to recuperate.  

I had to leave before the developer update was done but I know the gist already.  The new staff client looks amazing.  I would be tempted to say that we should do a second (unusual) upgrade in 2015 but with so many other projects on our plate it’s probably not in our stars.  And maybe it’s best to just go over to the new staff client all at once anyway.  The new infrastructure also opens a lot of new doors I think.  But all that is left behind as I fly back to the east coast and just worry about getting gate to gate.

Today I returned to work, jet lagged and exhuasted.  But in a way the conference lingers, it’s effects reverberate in strange frequencies and conversations will continue on in IRC and by email for weeks and months to come.  Really, we think of the conference as a distinct moment in time but it’s more of a peak of a sine wave that goes on and on.

 

by Rogan at May 19, 2015 02:30 AM

May 11, 2015

Galen Charlton

Forth to Hood River!

Tomorrow I’m flying out to Hood River, Oregon, for the 2015 Evergreen International Conference.

I’ve learned my lesson from last year — too many presentations at one conference make Galen a dull boy — but I will be speaking a few times:

Hiding Deep in the Woods: Reader Privacy and Evergreen (Thursday at 4:45)

Protecting the privacy of our patrons and their reading and information seeking is a core library value – but one that can be achieved only through constant vigilance. We’ll discuss techniques for keeping an Evergreen system secure from leaks of patron data; policies on how much personally identifying information to keep, and for how long; and how to integrate Evergreen with other software securely.

Angling for a new Staff Interface (Friday at 2:30)

The forthcoming web-based staff interface for Evergreen uses a JavaScript framework called AngularJS. AngularJS offers a number of ways to ease putting new interfaces together quickly such as tight integration of promises/deferred objects, extending HTML via local directives, and an integrated test framework – and can help make Evergreen UI development (even more) fun. During this presentation, which will include some hands-on exercise, Bill, Mike and Galen will give an introduction to AngularJS with a focus on how it’s used in Evergreen. By the end of the session, attendees have gained knowledge that they can immediately apply to working on Evergreen’s web staff interface. To perform the exercises, attendees are expected to be familiar with JavaScript .

Jane in the Forest: Starting to do Linked Data with Evergreen (Saturday at 10:30)

Linked Data has been on the radar of librarians for years, but unless one is already working with RDF triple-stores and the like, it can be a little hard to see how the Linked Data future will look like for ILSs. Adapting some of the ideas of the original Jane-athon session at ALA Midwinter 2015 in Chicago, we will go through an exercise of putting together small sets of RDA metadata as RDF… then seeing how that data can be used in the Evergreen. By the end, attendees will have learned a bit not just about the theory of Linked Data, but how working with it can work in practice.

I’m looking forward to hearing other presentations and the keynote by Joseph Janes, but more than that, I’m looking forward to having a chance to catch up with friends and colleagues in the Evergreen community.

by Galen Charlton at May 11, 2015 11:51 PM

Evergreen community blog

Mutual Respect in the Evergreen Community

This week’s Evergreen International Conference marks the first event in our community where attendees were asked during registration to adhere to an Event Code of Conduct and a Photography Policy.

The Executive Oversight Board approved the Code of Conduct (CoC) during the last Evergreen conference in Cambridge and approved the photography policy shortly thereafter. Since that time, several of us in the community have been working on the procedures for addressing CoC complaints if they arise. Our hope is that we will never need to use these procedures, but we want to make sure that we respond appropriately if we do need to use them.

2015 Conference Lanyards

Attendees will be able to convey their photography preferences through their lanyard color.
Photo by Grace Dunbar

I want to use this blog post to talk about why I contributed my time over the past year to work on the photography policy and to help put the CoC procedures in place.

As a community, I think it’s important that we ensure the CoC isn’t just a statement we put on our web site and then assume we have done our job to establish a safe environment at our events. Instead, it’s the first step towards setting a tone for the behavior we expect of our community members, not just when attending Evergreen events, but also in their day-to-day interactions on the list, in the #evergreen IRC channel, or in other project communication channels.

The Evergreen community is one in which we treat everyone as a professional, regardless of their gender, sexual orientation, disability, physical appearance, body size, race or religion. We might not always agree with other people and may even dislike others in the community. However, we should always treat them with the respect that every professional deserves.

We are a community of mutual respect, where people don’t need to worry that they will be harassed or joked about because of perceived differences; where people know that they will be treated as a colleague, not as a potential date; and where people know they will be judged on the merit of their contributions.

Why is this important? By establishing this kind of environment, people will see the Evergreen community as a welcoming one, not one that should be avoided. They’ll be more likely to contribute. However, the most compelling reason is that it’s the right thing to do.

As everyone gets ready to attend the conference, I encourage to read over the Code of Conduct as a reminder of what kind of behavior may be considered a violation of the code. If you are uncertain if something you might say or incorporate in a presentation is inappropriate, err on the side of caution. If you see or experience something that is out of line, report it to an incident responder.

Also, please remember to abide by the new photography policy. The lanyards are a great way for people to let you know what their photography preferences are. We expect you to respect their wishes. If you want to record somebody, you always must ask first.

Most of all, enjoy the conference. If everyone follows these guidelines, it should be an informative and enjoyable event for all.

by Kathy Lussier at May 11, 2015 07:43 PM

Evergreen Indiana

Weekly Update — May 11, 2015

Celebrating Resource Sharing in Indiana

D2DVI - Collage
It was great to see so many Evergreen Indiana library staff at Discovery to Delivery VI on May 8, 2015! It was a terrific opportunity to learn about plans to increase resource sharing between Indiana libraries, chat with enthusiastic supporters of resource sharing, and get excited about what we can achieve! Available presentations and handouts will be posted on the conference website.

Support Notice

During the Evergreen International Conference, support may be a bit delayed. We’re very excited that Evergreen Indiana will have a significant presence at the conference and look forward to bringing back new ideas, discovering useful features, and building relationships with our fellow consortia!

The coordinator will be on vacation following the conference. There will be no newsletter next week.

Thank you for your patience!

Deadlines

The barcode and library card pool is now open! Orders must be received by May 15, 2015.

Have you voted yet??? The elections are wrapping up for the Executive and Patron Services Committees. We are accepting exclusively electronic ballots for PSC. Physical ballots for the Executive Committee have been mailed via the USPS to libraries who had not already submitted them. Please be sure to register your library’s votes before May 25, 2015!

Upcoming Evergreen Indiana Training Opportunities

June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at May 11, 2015 03:35 PM

Evergreen community blog

Evergreen Staff Procedures for Handling a Code of Conduct Violation

This procedure has been adapted from the PyCon Staff Procedure for incident handling , from Readercon Procedures for Addressing Reported Violations of the Code of Conduct, and from the Ada Initiative’s guide titled “Conference anti-harassment/Responding to Reports”.

Be sure to have a good understanding of our Code of Conduct policy, which can be found here:http://evergreen-ils.org/code-of-conduct/

Quiet Space: For the 2015 conference, there will be designated quiet space for talking to reporters. The designated quiet space on Wednesday will be the conference office space/suite. The Mt. Hood room should be used for the rest of the conference.

Procedures for Conference Staff

If the initial report is received by conference staff, the conference staff should:

  1. Ask whether the person making the report needs medical care and call 911 if they do.
  2. Ask the person what can be done to make them feel safe in the moment.
  3. Ask the person to relocate to a designated quiet space or the a quiet space of a person’s choosing (such as a hotel room or their friend’s room).
  4. Invite the person to call a partner, friend, or other supporter if they don’t already have someone with them.
  5. Tell the person that they are going to make a call to summon a designated responder to talk to them further.
  6. Conference staff should immediately connect the attendee with one of the trained Evergreen incident responders to handle the report. All conference staff should receive cell phone numbers for each of the incident responders s prior to the start of the conference, along with times they will be unavailable to respond (e.g. when they are presenting a program)

Procedures for Responders

If the initial report is received by an incident responder, the responder should follow steps 1-4 above. If the report is made by phone, the responder should stay on the phone with the reporter until they are in the same place.

Incident responders should ask the reporter to describe the incident and write down the information in a written report.. Report forms are available at http://goo.gl/forms/gn41KnnhL9 and will also be available in paper form to help you gather the following information:

  • Identifying information (name) of the participant doing the harassing
  • The behavior that was in violation
  • The approximate time of the behavior (if different than the time the report was made)
  • The circumstances surrounding the incident
  • Other people involved in the incident

Prepare an initial response to the incident. This initial response is very important and will set the tone for the Evergreen Conference. Depending on the severity/details of the incident, please follow these guidelines:

  • If there is any general threat to attendees or the safety of anyone including conference staff is in doubt, summon security or police
  • Offer the victim a private place to sit
  • Ask “is there a friend or trusted person who you would like to be with you?” (if so, arrange for someone to fetch this person)
  • Ask them “how can I help?”
  • Provide them with your list of emergency contacts if they need help later
  • If everyone is presently physically safe, involve law enforcement or security only at a victim’s request

There are also some guidelines as to what not to do as an initial response:

  • Do not overtly invite them to withdraw the complaint or mention that withdrawal is OK. This suggests that you want them to do so, and is therefore coercive. “If you’re OK with it [pursuing the complaint]” suggests that you are by default pursuing it and is not coercive.
  • Do not ask for their advice on how to deal with the complaint. This is a staff responsibility.
  • Do not offer them input into penalties. This is the staff’s responsibility.

Addressing the Complaint

Once something is reported to an incident responder, the responder should immediately meet with the Safety Committee. If the reporter of the incident or the alleged harasser is a member of the Safety Committee, they should recuse themselves from this meeting and any subsequent discussion on how to address the complaint. The main objectives of this meeting is to find out the following:

  • What happened?
  • Are we doing anything about it?
  • Who is doing those things?
  • When are they doing them?
  • What do we want to communicate with the alleged harasser?

After the staff meeting and discussion, have an incident responder  communicate with the alleged harasser. Make sure to inform them of what has been reported about them.

Allow the alleged harasser to give their side of the story to the staff. After this point, if the report stands, let the alleged harasser know what actions will be taken against them. An additional meeting of the Safety Committee may be required before a final decision is made.

Some things for the staff to consider when dealing with Code of Conduct offenders:

  • Warning the harasser to cease their behavior and that any further reports will result in sanctions
  • Requiring that the harasser avoid any interaction with, and physical proximity to, their victim for the remainder of the event
  • Ending a talk that violates the policy early
  • Not publishing the video or slides of a talk that violated the policy
  • Not allowing a speaker who violated the policy to give (further) talks at the event now or in the future
  • Immediately ending any event volunteer responsibilities and privileges the harasser holds
  • Requiring that the harasser not volunteer for future events your organization runs (either indefinitely or for a certain time period)
  • Requiring that the harasser refund any community-funded travel grants and similar they received (this would need to be a condition of the grant at the time of being awarded)
  • Requiring that the harasser immediately leave the event and not return
  • Banning the harasser from future events (either indefinitely or for a certain time period)
  • Providing a report to the harasser’s employer in cases where the harassment occurred in an official employee capacity, such as working while paid event staff, while giving a talk about their employer’s product, while staffing an exhibit booth, while wearing their employers’ branded merchandise, while attempting to recruit someone for a job, or while claiming to represent their employer’s views.
  • Removing a harasser from membership in relevant organizations
  • Recommendation from the Safety Committee to remove the harasser from a leadership position in the community. This recommendation would be made to the group with the authority to make this decision (e.g. the EOB in the case of an EOB member, the developer community in the case of a core committer/release manager, etc.)
  • Publishing an account of the harassment and calling for the resignation of the harasser from their responsibilities (usually pursued by people without formal authority: may be called for if the harasser is the event leader, or refuses to stand aside from the conflict of interest, or similar; typically event staff have sufficient governing rights over their space that this isn’t as useful)

Give accused attendees a place to appeal to if there is one, but in the meantime the report stands.

Keep in mind that it is not a good idea to encourage an apology from the harasser. Forcing a victim of harassment to acknowledge an apology from their harasser forces further contact with their harasser. It also creates a social expectation that they will accept the apology, forgive their harasser, and return their social connection to its previous status.

If the harasser offers to apologize to the victim (especially in person), we suggest strongly discouraging it. If a staff member relays an apology to the victim, it should be brief and not require a response. (“X apologizes and agrees to have no further contact with you” is brief. “X is very sorry that their attempts to woo you were not received in the manner that was intended and will try to do better next time, they’re really really sorry and hope that you can find it in your heart to forgive them” is emphatically not.)

If the harasser attempts to press an apology on someone who would clearly prefer to avoid them, or attempts to recruit others to relay messages on their behalf, this may constitute continued harassment.

Communicating with the Community

It is very important how we deal with the incident publicly. Our policy is to make sure that everyone aware of the initial incident is also made aware that it is not according to policy and that official action has been taken – while still respecting the privacy of individual attendees. When speaking to individuals (those who are aware of the incident, but were not involved with the incident) about the incident it is a good idea to keep the details out.

In most cases, the conference chair, or designate, should make one or more public announcements describing the behavior involved and the repercussions. If necessary, this will be done with a short announcement either during the plenary and/or through other channels. No one other than the conference chair or someone delegated authority from the conference chair should make any announcements. No personal information about either party will be disclosed as part of this process. A sample statement might be:

“<thing> happened. This was a violation of our policy. We apologize for this. We have taken <action>. This is a good time for all attendees to review our policy at <location>. If anyone would like to discuss this further they can <contact us somehow>.”

If some attendees were angered by the incident, it is best to apologize to them that the incident occurred to begin with. If there are residual hard feelings, suggest to them to write an email to the conference chair or to the event coordinator. It will be dealt with accordingly.

 

Post-event procedures

Following the Evergreen conference, the Safety Committee will:

  • Solicit post-conference feedback to evaluate whether the conference provided a safe place for attendees and to determine if Code of Conduct violations are not being reported.
  • Review Code of Conduct incidents that occurred (if any) to determine if there are any ways they can improve the handling of such incidents. The intent of this review is not to reconsider action taken for the specific incident. Instead, it is an opportunity to identify ways to improve the procedures for responders and the Safety Committee .
  • Conduct an annual review of the Code of Conduct and procedures to identify any changes that are required.

by Kathy Lussier at May 11, 2015 01:21 PM

May 07, 2015

Rogan Hamby

Evergreen Conference 2015

It's Thursday.  Crap.

That means that one week from now I'll be at the Evergreen International Conference on a panel saying "Welcome to the Evergreen Community" in the Mountainview Room.  Ymail Suarez of the Berklee College of Music, Grace Dunbar of Equinox Software and Andrea Buntz Neiman of Kent County Public Library are being kind enough to let me sit with them.  Eight days from now I'll be talking about data sources in the reporter.  Nine days I'll try to sort the blur into my mind as I head back across the country.  

Before all that though, six days from now I'll be doing a workshop on SQL at the pre-conference.  I put out a poll for requesting things that people will be interested in seeing a few weeks ago and here they are sorted by difficulty.  I won't actually decide what to work on until we get there and I have input from the audience but these are possibilities based on those who submitted to the poll.  For good or ill this is going to be done live with only a tiny bit of preparation so attendees will get to participate in real world report writing exercises.  

Warmup 

These are reports that are very straightforward and we will use to highlight syntax and get the synapses firing, which is to say let caffeine kick in.  

  • Change permission group according to patron age (birthdates)
  • Cancel a bad hold
  • Delete copy locations
  • Audit reports -- patron records with missing/null data in specified fields

 

1 Cup of Coffee

These reports are straightforward without difficult transforms or complicated joins but may require you to be a little more awake to notice the (in hindsight sometimes) obvious.

  • "untargeted" holds -- i.e. records/items with holds on them where all copies have gone lost/missing/claimed returned/etc. Ideally run regularly so we can promptly follow up with ILL or replacement.
  • Reports making use of local stat cats & their variables
  • Extract circulation stats for a specific month/year

Will Need Edits

Now we get into the reports that require a bit more planning and we may find ourselves going back and tweaking a fair bit.

  • Purchase alert report *
  • Compare number of active holds on a title to number of holdable items on same title**
  • Identify active holds that have remained unfilled despite newer holds on the same title being filled
  • Weeding report *

* These two reports are one that I have well traveled versions of.  We will probably do these and I'll start with the planning and though process but part way skip and show my completed versions and how they work.  

** This is really a subset of the purchase alert but I'll show how it can be looked at a little differently if the crowd is interested.

Lacking Context

I had one I don't have the context for to understand - Hiding items in a collection.  If the person who wrote that reads this feel free to contact me.  It sounds interesting!

So, a weeks time, far to go and much to do.

 

by Rogan at May 07, 2015 05:39 PM

May 06, 2015

Evergreen Indiana

Weekly Update — May 6, 2015

Changing Standards

As you know, the Indiana Public Library Standards are scheduled for a possible revision this summer. Standards play a significant role for EI libraries’ participation eligibility and service expectation. We encourage you to take a look at the draft changes and provide comments for the hearing and review. A copy of the proposed updated rule and a changelog are provided on the Rulemaking Docket page of the Indiana State Library website.

Member News

Lebanon Public Library welcomes new director Beau Cunnyngham.

Deadlines

The next barcode and library card pool will open next week on May 11, 2015. Please check your supplies!

Have you voted yet??? The elections have opened for the Executive and Patron Services Committees. We are accepting exclusively electronic ballots for PSC. Physical ballots for the Executive Committee have been mailed via the USPS to libraries who had not already submitted them. Please be sure to register your library’s votes before May 25, 2015!

Upcoming Evergreen Indiana Training Opportunities

June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at May 06, 2015 12:03 PM

May 01, 2015

Evergreen community blog

Evergreen 2.8.1, 2.7.5, and 2.6.8 released.

On behalf of the Evergreen contributors, the 2.8 release manager (Bill Erickson),
the 2.7 release maintainer (Ben Shum) and the 2.6 release maintainer
(Dan Wells), we are pleased to announce the release of Evergreen
2.8.1, 2.7.5, and 2.6.8.

 

The new releases can be downloaded from:

 

 

Special note: For early adopters of Apache version 2.4, this release contains
security updates.  At this time, no known sites are affected by this issue,
but any sites running Apache 2.4 are encouraged to upgrade as soon as possible.

 

More information can be found in the 2.8.1 release notes.

by Bill Erickson at May 01, 2015 09:00 PM

April 29, 2015

Massachusetts Library Network Cooperative

MassLNC is hiring

The Massachusetts Library Network Cooperative is hiring a part-time developer to work on bug fixes and enhancements for the Evergreen Integrated Library System. The expected start date for the developer is July 1, 2015.

The position offers great work/life balance and flexibile working hours. The successful candidate will telecommute and be expected to maintain a designated work area to perform their MassLNC duties. Some travel may be required.

It's a great opportunity to work with a team committed to Evergreen's success and to work with a dynamic open-source community.

Go to http://masslnc.cwmars.org/developer_position for a full job description and application details.

by Kathy Lussier at April 29, 2015 04:04 PM

April 28, 2015

Evergreen Indiana

Weekly Update — April 28, 2015

Draft Reports Map Released

A first draft of the new reports resource map was released late last week on the Reports listserv. If you have been struggling to define the relationships between the many, many sources in the template editor, please take a look! The map is in draft form, and errors should be noted and submitted to the coordinator for review. Please note that you must download the pdf locally if you wish to use the in-text linking to move between sources. Updated versions of the document will be released as they are completed.

Support News

The EI support team will be out of office next week when the Indiana State Library will be closed on May 5, 2015 for Primary Election Day. There will be no transit pickup or drop off on that date either.

Deadlines

The next barcode and library card pool will open on May 11, 2015. Please check your supplies!

The elections have opened for the Executive and Patron Services Committees. We are accepting exclusively electronic ballots for PSC. Physical ballots for the Executive Committee have been mailed via the USPS to libraries who had not already submitted them. Please be sure to register your library’s votes before May 25, 2015!

Upcoming Evergreen Indiana Training Opportunities

June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

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

by admin at April 28, 2015 06:08 PM

April 27, 2015

Evergreen community blog

Evergreen 2016 International Conference – Site Selected

The Evergreen 2016 Conference Site Selection Committee has chosen the site for the 2016 Evergreen conference.

The Evergreen group to host Evergreen International 2016:

NC Cardinal in Raleigh, North Carolina

Raleigh looks to be a very dynamic venue, with great restaurants, museums, art galleries, brewery tours, and night life.  Included in the proposal:  Raleigh is one of the “Top 10 Tastiest Towns in the South” according to Southern Living.

Congratulations, NC Cardinal!

Submitted by The Evergreen 2016 Conference Site Selection Committee

by Amy Terlaga at April 27, 2015 07:37 PM

April 21, 2015

Equinox Blog and News

Blue Mountains Joins Saugeen

FOR IMMEDIATE RELEASE

Duluth, GA–April 21, 2015

The Blue Mountains Public Library is now live on Koha as part of the Saugeen Consortium.  Blue Mountains is located in Thornbury, Ontario.  Saugeen Library System chose Equinox to host and manage their Koha services last year.  Blue Mountains is the sixth library to join Saugeen.

Galen Charlton, Equinox Infrastructure and Added Services Manager, had this to say about the migration:

“I’m pleased to welcome Blue Mountains to the mainstream Koha family.  One of the strengths of the open source model is that it allows libraries to pick and choose which service providers they use while continuing to use the same or similar software, and Blue Mountains is a great example of that.”

Blue Mountains went live in March 2015.  Equinox provided them with installation, OPAC configuration, and data transfer.  Equinox will host and support their system as it has done for Saugeen over the last year.  Elisa Chandler, Blue Mountains Technical Services Coordinator, helped handle the migration and said this about their new version of Koha:

“With the launch of the new catalogue, library patrons are enjoying enhanced content such as recommended titles and reader reviews. Plus, a single search point exposes users to a collection of eBooks and digital audio books that they may not have even known about.”

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 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.

 

by Sara at April 21, 2015 08:05 PM

Evergreen Indiana

Weekly Update — April 21, 2015

Delinquent Patron Maintenance Tip

Have a long delinquent patron clear their account finally? If the patron no longer wishes or is eligible for service, we recommend that you consider updating the privilege expiry date to the date the account was cleared. Our automated patron purge script evaluates both the user status and the expiry date. When the bills are paid, if the privilege expiration date is more than 3 years prior and the patron is otherwise in good standing, the account will be deleted within approximately 24 hours. If you anticipate any follow-up interactions related to the bills, updating the expiry date will hold the account in an inactive but accessible status.

Deadlines

The elections have opened for the Executive and Patron Services Committees. We are accepting exclusively electronic ballots for PSC. Physical ballots for the Executive Committee have been mailed via the USPS to libraries who had not already submitted them. Please be sure to register your library’s votes before May 25, 2015!

Upcoming Evergreen Indiana Training Opportunities

June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at April 21, 2015 06:58 PM

April 15, 2015

Equinox Blog and News

Evergreen International Conference 2015

Equinox is proud to be a Platinum Sponsor for this year’s Evergreen International Conference.  The conference will be held in beautiful Hood River, Oregon.  We’re thrilled to have this opportunity to connect with Evergreen users from all over the world.

In addition to being a Platinum Sponsor, we will also be sponsoring the Hackfest.  The Hackfest is a time for Evergreen developers to get together and hack away at different features and bugs in the software.  In addition to sponsoring, Equinox will also have a booth in the exhibit area.  Come chat with us about Sequoia and AIM.

The Equinox team will be leading and collaborating in several presentations throughout the conference.  These presentations are as follows:

  • Taboo:  Circulation Policy Modifications (Erica Rohlfs, Equinox Project Manager for Implementation)
  • Welcome to the Evergreen Community (Rogan Hamby, SCLENDS, Yamil Suarez, Berklee College of Music, Grace Dunbar, Equinox Vice President, Andrea Buntz Neiman, Kent County Public Library)
  • Hiding Deep in the Woods:  Reader Privacy and Evergreen (Galen Charlton, Equinox Infrastructure and Added Services Manager)
  • James Bond 007 on Blu-Ray (Erica Rohlfs, Equinox Project Manager for Implementation)
  • Acquisitions Rodeo Part 2:  EDI Wrangling (Angela Kilsdonk, Equinox Education Manager)
  • Angling for a New Staff Interface (Bill Erickson, KCLS, Mike Rylander, Equinox President, Galen Charlton, Equinox Infrastructure and Added Services Manager)
  • Authorities Interest Group + Authority Control in Evergreen (Mike Rylander, Equinox President and Angela Kilsdonk, Equinox Education Manager)
  • Badges?  We Don’t Need No Stinkin’ Badges!  or:  How to Encourage Participation (Grace Dunbar, Equinox Vice President)
  • Life Cycle of an Evergreen Bug (Benjamin Shum, Bibliomation and Erica Rohlfs, Equinox Project Manager for Implementation)
  • Jane in the Forest:  Starting to do Linked Data with Evergreen (Galen Charlton, Equinox Infrastructure and Added Services Manager)

We hope to see you all there!

by Sara at April 15, 2015 03:33 PM

Evergreen Indiana

Weekly Update — April 15, 2015

Working Together at Conference!

Evergreen Indiana Annual Conference 2015
We had a great time at conference this year. Our thanks go out to all of our presenters and participants for their hard work and enthusiasm! The conference presentations and photographs are being posted to the 2015 Conference page as they are available. Please check back for any that haven’t been posted yet.

We have set a tentative date of March 31-April 1, 2016 for next year’s conference. Please mark your calendars!

Member News

We are saddened to report that Debbie Keffer, former director of Roachdale-Franklin Township Public Library (RFTPL), passed away on Monday, April 13, 2015, after losing her battle with cancer. (Obituary) Debbie oversaw her library’s automation and migration into Evergreen Indiana in 2009.

Deadlines

The elections have opened for the Executive and Patron Services Committees. We are accepting exclusively electronic ballots for the PSC. For libraries who wish to submit physical ballots for the Executive Committee, they will be mailed to libraries on Monday, April 20, 2015. Please be sure to register your library’s votes before May 25, 2015!

Upcoming Evergreen Indiana Training Opportunities

June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at April 15, 2015 01:47 PM

April 07, 2015

Evergreen Indiana

Weekly Update — April 7, 2015

It’s Conference Time!

We’re almost to conference. Attendees are reminded that the Thursday, April 9, meetings and workshop will be held at the Fort Benjamin Harrison Inn. Friday’s (April 10) programs and sessions will be held at the Garrison Conference and Golf Center (sorry, we haven’t allowed for tee time!). Final confirmations will be issued tomorrow. We’re looking forward to seeing you there!

Expiring Age Protection

At the request of the community and under the direction of the Cataloging Committee, we have automated the process of stripping age protection settings from materials that have aged out of age protection. This coincides with applying a fix that bases age protection on an item’s active date rather than create date. We hope this helps relieves any confusion regarding the “age” of items and assists libraries that pace the release of new materials.

Upcoming Evergreen Indiana Training Opportunities

June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at April 07, 2015 07:38 PM

April 01, 2015

Evergreen community blog

Evergreen web team extends protocol support

In light of the upcoming adoption of HTTP/2, the Evergreen web team decided to survey the space of online information-sharing protocols.

Since a span of 26 years has evidently not proven sufficient to shake all the bugs out of HTTP, we’ve decided to hedge our bets and extend our Internet presence to include support for a protocol that’s been patiently waiting in the wings… just in case.

We are therefore pleased to announce the availability of

gopher://gopher.evergreen-ils.org/

We are proud to join the ever-expanding Gophersphere, and hope members of the Evergreen community find this to be a useful, if light-hearted, historical resource.

To join in the fun, install your favorite Gopher client and start exploring! Here’s a little preview:

[Screenshot of the Evergreen Gopher System view using the UMN client]

Enjoy!

by Galen Charlton at April 01, 2015 11:27 AM

Evergreen 2.8.0 released

The Evergreen community is pleased to announce the release of version 2.8.0 of the Evergreen open source integrated library system. Please visit the download page to get it!

New features and enhancements of note in Evergreen 2.8.0 include:

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

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

As release manager, I would like to thank the many people and institutions who contributed to this release in various ways, including testing, writing documentation, writing code, helping project teams and committees to run smoothly, and providing financial support.

Enjoy!

by Bill Erickson at April 01, 2015 12:12 AM

March 31, 2015

Evergreen Indiana

Weekly Update — March 31, 2015

eIDC News

The eIDC welcomes new member Linden Carnegie Public Library!

Support News

The Indiana State Library will be closed on Friday, April 3, 2015; the Evergreen Indiana consortium staff will be out of the office until Monday. Please excuse any delays.

Deadlines

Registration for the 2015 EI Annual Conference closes today (March 31, 2015). Please visit the Evergreen Indiana Annual Conference 2015 page now!

Upcoming Evergreen Indiana Training Opportunities

June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at March 31, 2015 08:03 PM

March 24, 2015

Evergreen Indiana

Weekly Update — March 24, 2015

Spring Cleaning the Patron Records!

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

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

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

eIDC News

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

Deadlines

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

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

Upcoming Evergreen Indiana Training Opportunities

June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at March 24, 2015 06:43 PM

March 23, 2015

Equinox Blog and News

Lake Agassiz and NW Regional Choose Evergreen

FOR IMMEDIATE RELEASE

Duluth, GA–March 23, 2015

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

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

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

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

About Equinox Software, Inc.

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

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

About Lake Agassiz Regional Library and Northwest Regional Library

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

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

For more information about Northwest Regional Library, please visit http://nwrlib.org/.

About Evergreen

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

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

 

by Sara at March 23, 2015 08:02 PM

March 18, 2015

Evergreen Indiana

Weekly Update – March 18, 2015

Collections Notice Change

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

Support News

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

Committee News

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

Deadlines

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

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at March 18, 2015 11:47 AM

March 10, 2015

Evergreen Indiana

Weekly Update — March 10, 2015

Nothing but deadlines!

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

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

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

    Committee News

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

    Upcoming Evergreen Indiana Training Opportunities

    March 16
    Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
    Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
    March 18
    Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
    Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
    March 24
    Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
    March 25
    Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
    June 23
    Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
    Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
    June 25
    Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
    Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at March 10, 2015 06:06 PM

Julia Lima

Time's (officially) up! :(

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

March 10, 2015 02:51 PM

March 04, 2015

Evergreen community blog

Evergreen 2.8-beta released

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

New features and enhancements of note in Evergreen 2.8 include:

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

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

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

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

March 03, 2015

Evergreen community blog

SECURITY RELEASES: Evergreen 2.7.4, 2.6.7, and 2.5.9

On behalf of the Evergreen contributors, the 2.7.x release maintainer (Ben Shum) and the 2.6.x and 2.5.x release maintainer (Dan Wells), we are pleased to announce the release of Evergreen 2.7.4, 2.6.7, and 2.5.9.

The new releases can be downloaded from:

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

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

In particular, the following security issues are fixed:

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

All prior supported releases are vulnerable to these bugs.

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

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

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

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

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

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

find /usr/local -name Actor.pm

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

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

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

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

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

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

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

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

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

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

Evergreen Indiana

Weekly Update — March 3, 2015

Streamlining the Reports Process

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

Support News

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

Committee News

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

Deadlines

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

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

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

Upcoming Evergreen Indiana Training Opportunities

March 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at March 03, 2015 02:41 PM

Julia Lima

Time’s (almost) up!

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

March 03, 2015 01:15 PM

February 25, 2015

Evergreen Indiana

Weekly Update — February 25, 2015

Progressing Together

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

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

Committee News

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

Deadlines

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

Upcoming Evergreen Indiana Training Opportunities

March 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at February 25, 2015 01:54 PM

February 24, 2015

Julia Lima

Redefining guidelines II (colors)

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

February 24, 2015 05:22 PM

February 17, 2015

Evergreen Indiana

Weekly Update — February 17, 2015

Share your success

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

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

Please visit the Evergreen Indiana Annual Conference 2015 page now!

Support News

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

Committee News

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

Upcoming Evergreen Indiana Training Opportunities

March 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at February 17, 2015 08:56 PM

Julia Lima

UI Elements

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

February 17, 2015 12:49 PM

February 13, 2015

Equinox Blog and News

Braving the blizzard — an ALA Midwinter wrap-up

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

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

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

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

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

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

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

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

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

February 11, 2015

MVLC Evergreen

Updated MARC Templates

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

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

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

February 10, 2015

Evergreen Indiana

Weekly Update — February 10, 2015

Conference Planning!

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

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

Please visit the Evergreen Indiana Annual Conference 2015 page now!

Discovery to Delivery VI: Resource Sharing Super Heroes

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

Committee News

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

Upcoming Evergreen Indiana Training Opportunities

March 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at February 10, 2015 07:38 PM

Julia Lima

Redefining Guidelines

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

February 10, 2015 06:45 PM

February 03, 2015

Evergreen Indiana

Weekly Update — February 3, 2015

Committee News

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

Upcoming Evergreen Indiana Training Opportunities

We are delighted to announce the live training series for the first half of 2015!
March 16
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 18
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 24
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 25
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
June 23
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 25
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at February 03, 2015 09:15 PM

Julia Lima

Visual Design

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

February 03, 2015 12:54 PM

January 27, 2015

Evergreen Indiana

Weekly Update — January 27, 2015

2015 Evergreen International Conference

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

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

Job News

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

Committee News

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at January 27, 2015 04:23 PM

January 23, 2015

Julia Lima

Defining Design Principles

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

January 23, 2015 01:24 PM

January 22, 2015

Equinox Blog and News

We’re Headed to The Windy City!

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

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

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

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

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

 

by Sara at January 22, 2015 06:24 PM

January 21, 2015

Evergreen Indiana

Weekly Update — January 21, 2015

Membership Fee Rollout

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

2015/16 Rollout Timeline

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

Job News

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

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at January 21, 2015 02:16 PM

January 16, 2015

Julia Lima

Staged Disclosure applied to Patron Search

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

January 16, 2015 03:09 PM

Where to start? (UI Style Guide)

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

January 16, 2015 03:00 PM

January 13, 2015

Evergreen Indiana

Weekly Update – January 13, 2015

2014 in Numbers

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

Quick View

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

Moving Materials

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

Gathering Professionally

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

eIDC Annual Stats

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

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

Support News

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

Member News

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

Deadlines

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at January 13, 2015 07:56 PM

January 12, 2015

Evergreen community blog

2015 conference registration open

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

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

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

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

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

January 07, 2015

Equinox Blog and News

Rockingham and Harnett Join NC Cardinal

FOR IMMEDIATE RELEASE

Duluth, GA January 7, 2015

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

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

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

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

About Equinox Software, Inc.

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

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

About Evergreen

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

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

 

by Sara at January 07, 2015 02:30 PM

January 06, 2015

Evergreen Indiana

Weekly Update — January 6, 2015

Annual Reports

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

Member News

LaGrange County Public Library welcomes interim Director Katie Bir.

Deadlines

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at January 06, 2015 09:07 PM

December 30, 2014

Evergreen Indiana

Weekly Update — December 30, 2014

Live in 2.7

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

Curing the Uncapture-able Hold

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

eIDC Curated Collections

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

Deadlines

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

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

by admin at December 30, 2014 06:45 PM

December 29, 2014

Dan Scott (Coffee|Code) (Evergreen entries)

Library catalogues and HTTP status codes

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

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

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

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

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

404 Library Catalogue Web Standards Compliance Not Found

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

December 23, 2014

Evergreen Indiana

Weekly Update — December 23, 2014

2.7 Upgrade Begins Tonight!

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

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

eIDC Periodicals Now Live

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

Deadlines

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

by admin at December 23, 2014 07:30 PM

December 22, 2014

Julia Lima

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

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

December 22, 2014 01:59 PM

December 16, 2014

Evergreen Indiana

Weekly Update — December 16, 2014

Getting Ready for 2.7

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

Committee News

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

Policy Reminder: Library Cards

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

Invalid Email Report

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

Support News

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

Deadlines

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at December 16, 2014 07:39 PM

December 12, 2014

Equinox News

December 10, 2014

Evergreen Indiana

Weekly Update — December 10, 2014

Getting Ready for 2.7

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

Committee News

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

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

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

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

Learn something new!

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

Support News

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

Deadlines

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at December 10, 2014 08:29 PM

December 07, 2014

Julia Lima

Progressive disclosure design pattern

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

December 07, 2014 01:24 AM