Open Source Integrated Library System

April 22, 2014

Evergreen Indiana

Weekly Update—April 22, 2014

Patron Services Ballot Posted

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

Cast your vote!

Service Hiccup

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

Migration News

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at April 22, 2014 02:10 PM

April 16, 2014

Evergreen Indiana

Weekly Update – April 16, 2014

Evergreen Indiana Circulation Policies and Procedures Revised

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

MARC Field-Stripping Active

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

Member News

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at April 16, 2014 12:42 PM

April 08, 2014

Evergreen Indiana

Weekly Update – April 8, 2014

Evergreen Indiana Annual Conference 2014

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

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

Conference Slidedecks

Committee News

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

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at April 08, 2014 07:21 PM

April 07, 2014

Equinox News

BHM Regional Library Live on Evergreen joins NC Cardinal

FOR IMMEDIATE RELEASE

Duluth, GA —April 7, 2014

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

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

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

About Equinox Software, Inc.

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

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

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

About Evergreen

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

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

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

by corinne at April 07, 2014 02:32 PM

April 02, 2014

Equinox News

Saugeen Library Consortium Now Live on Equinox Hosted Koha Environment

FOR IMMEDIATE RELEASE

Duluth, GA —April 2, 2014

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

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

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

About Equinox Software, Inc.

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

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

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

About Koha

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

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

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

by corinne at April 02, 2014 09:21 PM

March 28, 2014

Evergreen community blog

OpenSRF 2.3.0 released

Version 2.3.0 of OpenSRF is now available for download.

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

Full release notes are available.

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

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

March 27, 2014

Equinox News

Marvin Memorial Library Live on Evergreen joins COOL

FOR IMMEDIATE RELEASE

Duluth, GA —March 27, 2014

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

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

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

About Equinox Software, Inc.

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

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

About Evergreen

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

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

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

by corinne at March 27, 2014 03:25 PM

March 25, 2014

Massachusetts Library Network Cooperative

MassLNC Seeks Quote to Connect Evergreen to SHAREit

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

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

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

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

Evergreen Indiana

Weekly Update—March 25, 2014

Evergreen Indiana Annual Conference Program 2014

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

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

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

Administration Track

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

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

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

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

Cataloging Track

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

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

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

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

Patron Services Track

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

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

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

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

Evergreen International Conference 2014 Wrap-up

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

Upcoming Evergreen Indiana Training Opportunities

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

by admin at March 25, 2014 12:59 PM

March 23, 2014

Evergreen Open Source ILS - Flickr stream

March 22, 2014

Dan Scott (Coffee|Code) (Evergreen entries)

The state of structured data in Evergreen: 2.6 edition

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

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

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

March 21, 2014

Evergreen Open Source ILS - Flickr stream

Evergreen community blog

Evergreen Oversight Board election results

The election for new members of the Evergreen Oversight Board closed at noon EDT on Wednesday, 19 March 2014. The two winners are:

  • Grace Dunbar, Equinox Software
  • Ben Shum, Bibliomation

The election was run by the Software Freedom Conservancy.  A total of 73 ballots were cast.

The raw results are available on the Conservancy voting website, as are a summary of the ballots cast.

The term of the following board members ends at the end of the 2014 Evergreen conference.

  • Galen Charlton
  • Stephen Elfstrand
  • Elizabeth McKinney
  • Steve Wills

The board also held elections for board officer positions on Wednesday.

The board members for the 2014-2015 year are:

  • Shauna Borger
  • Grace Dunbar
  • Rogan Hamby
  • Ben Hyman (chair)
  • Kathy Lussier (vice-chair and project representative)
  • Chauncey Montgomery
  • Andrea Buntz Neiman
  • Ben Shum
  • Yamil Suarez

by Galen Charlton at March 21, 2014 01:53 AM

March 20, 2014

Evergreen Open Source ILS - Flickr stream

March 19, 2014

Evergreen Open Source ILS - Flickr stream