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June 29, 2009

Dan Scott (Coffee|Code) (Evergreen entries)

SFX target parser for Evergreen and some thoughts about searching identifiers

Laurentian University is part of the Ontario Council of University Libraries (OCUL), and a user of the centrally hosted Ontario Scholars Portal SFX link resolver, so one of the things we needed when we migrated to Evergreen was a target parser for our link resolver. This is the target associated with Search the library catalogue that is the last resort when the resolver fails to turn up any full-text resources for a given OpenURL - so hopefully it won't need to be invoked too often, as we have a very rich set of full-text electronic resources at Laurentian University.

The code

Here is a quick implementation of a target parser that generates search URLs based on ISSN, ISBN, book title, or journal title. Pretty impoverished from an OpenURL perspective, but it maintains the same level of functionality from our previous system. In TargetParser/Evergreen/Conifer.pm I created a target parser called Evergreen::Conifer that implements a subset of the Parsers::TargetParser API for SFX as follows:

package Parsers::TargetParser::Evergreen::Conifer;
use Parsers::TargetParser;
use base qw(Parsers::TargetParser);
use strict;

sub getHolding {
  my ($this,$genRequestObj) = @_;
  
  my $objectType = $genRequestObj->{'objectType'};
  my $ISBN = $genRequestObj->{'ISBN'};
  my $eISBN = $genRequestObj->{'eISBN'};
  my $ISSN = $genRequestObj->{'ISSN'};
  my $eISSN = $genRequestObj->{'eISSN'};

  my $CODEN = $genRequestObj->{'CODEN'};
  my $bookTitle = $genRequestObj->{'bookTitle'};
  my $journalTitle = $genRequestObj->{'journalTitle'};

  # Canonical search results URL for simple searches:
  # http://laurentian.concat.ca/opac/en-CA/skin/lul/xml/rresult.xml?rt=keyword&tp=keyword&t=0895-2779&l=105&d=2&f=&av=

  my $svc = $this->{svc};
  my $egHost = $svc->parse_param('eg_host');
  my $egLocale = $svc->parse_param('eg_locale');
  my $egSkin = $svc->parse_param('eg_skin');
  my $egOrgUnit = $svc->parse_param('eg_org_unit');
  my $egDepth = $svc->parse_param('eg_depth');

  my $path = "http://${egHost}/opac/${egLocale}/skin/${egSkin}/xml/rresult.xml?l=${egOrgUnit}&d=${egDepth}";

  my $searchString = '&rt=keyword&tp=keyword&t=';

  if (defined($ISSN)) {
    if ($ISSN =~ m/x/i) {
      # Current indexer doesn't deal well with ISSNs containing an X, so break it up
      $ISSN =~ s/^(\d{4})-?(\d+)x/$1 -$2 x/i;
      $searchString .= $ISSN;
    } else {
      $searchString .= "\"$ISSN\"";      # format 9999-9999 for MARC
    }
  } 
  elsif (defined($ISBN)) {
    # Evergreen doesn't force ISBNs to be stripped of hyphens, so take whatever
    $searchString .= "\"$ISBN\"";
  }
  elsif (defined($journalTitle)) {
    # Restrict searches to title index, with bibliographic level = s
    $searchString .= "ti:${journalTitle}&bl=s";
  }
  elsif (defined($bookTitle)) {
    # Restrict searches to title index, with bibliographic level = m
    $searchString .= "ti:${bookTitle}&bl=m";
  }

  return ($path . $searchString);

}

1;

And here's the help that I added to the corresponding Conifer.hlp file:

General Information
Target - LOCAL_CATALOGUE_EVERGREEN_CONIFER
Service - getHolding
Parser - Evergreen::Conifer

Information needed in the Target Service:
In the PARSE_PARAM field, replace the following information:
eg_host = $$LOCAL_CATALOGUE_SERVER
eg_locale = Locale (en-US, en-CA, fr-CA, etc)
eg_skin = algoma, default, lul, nohin, uwin
eg_org_unit = 103, 1, etc
eg_depth = 0, 1, 2, 3, etc

Findings and wishlists

While it's quite easy to set up Evergreen as a searchable resource, thanks to its straightforward URL syntax, one of the things that leaps out at me is that Evergreen, by default, has no identifier index for limiting searches by ISBN / ISSN / LCCN / OCLCnum. Ideally, we would disable full-text indexing on this index so that we can more accurately search for ISSNs that include an x. Right now we have to split ISSNs with an "x" into constituent parts and generate searches on those parts, which results in false hits from across the database. This would also be useful for limiting Z39.50 searches.

I would also like to teach Evergreen about ISBN-10/ISBN-13 equivalence, to broaden the search while maintaining precision. And I would like to automatically normalize ISSN and ISBN formats so that I don't have to worry about whether a cataloguer entered hyphens or not - and the same for incoming search terms.

Finally, to support services like xISBN that search for multiple formats and editions of a given work by generating a shotgun blast of ISBNs for all known representations, I would love to teach Evergreen how to accept a list of identifiers as search input.

Don't ask me when these things will happen, though; if it requires work from me, it will probably be 2010 before any of it happens.

by Dan Scott (dan@coffeecode.net) at June 29, 2009 05:00 PM

June 23, 2009

Evergreen community blog

Evergreen Newsletter, June 2009

The newsletter for Evergreen open source library software

Volume 2, Issue 6 — June, 2009

As a reminder, we will also post this newsletter to the Evergreen general discussion list. Cross-posting and forwarding is encouraged.

In This Issue…

Evergreen Out and About (including Evergreen at ALA Annual 2009), MFHD Webinar, Evergreen Conference Recap, MLA Honors Ruth Dukelow, Evergreen Development Update, Evergreen Jobs, Evergreen Hires, Lyrasis Evergreen Classes, Planet Evergreen, New Evergreen Libraries, Newsletter Administrivia

Out and About: An Evergreen Calendar

Also see: http://evergreen-ils.org/calendar

If you have Evergreen-related events to add (talks, conferences, etc.), just email events@evergreen-ils.org.

ALA Annual 2009American Library Association Annual Conference (Chicago, Illinois, July 9-15). Evergreen folks from all over will be exhibiting, presenting, meeting with people, and so forth!

Some highlights:

  • Equinox Software will be at the ALA exhibits at Booth # 4051 [note, this is a correction]. If you’d like to schedule an appointment for a one-on-one conversation about Evergreen, email events@esilibrary.com. Shae Tetterton will be demoing Evergreen a few times, and there might even be another slot for “Open Source Jeopardy.”
  • Equinox Software is also hosting an Evergreen social function on Sunday, July 12, 5:30-7:30 at the Wine Cellar Room of the Chicago Firehouse Restaurant, 1401 S. Michigan Avenue. Please RSVP to events@esilibrary.com if you think you might show up so we have a good head count.
  • In Chicago, at (but not part of) the ALA Annual 2009 Conference, there will be an open source unconference on Saturday, July 11, 9:30am-12:15pm. “This event is being put on by King County Library System and The Galecia Group who have been working together on some OS projects for the last year and a half. Our enthusiasm for Open Source Library System software continues to grow and we recognize that it is one of those “the more the merrier” kinds of situations. We want to hear what others are doing, tell people what we’re doing, and get more people involved.” Interested? Request an oss4pl2009 wiki account
  • Also try to catch this program (Catherine Lemmer of Evergreen Indiana will be a panelist): Saturday, July 11, 1:30 - 3:00: What Can $930 Million Do for Library Services Nationwide? The Impact and Future Directions of LSTA. Sponsored by ASCLA SLAS. How do states use their LSTA dollars to improve library services? In an IMLS study, Himmel and Wilson examined all of the states’ five year evaluations, and reported on the observed major trends. A panel of speakers will present new directions of states’ projects.

WilsWorld (Madison, Wisconsin, July 28-29). Karen Schneider to do a plenary session and a couple other spots. Karen spoke at one of the earliest WilsWorld conferences and is excited to return!

Webinar: Evergreen ILS and MARC Format for Holdings Data (MFHD)

By popular demand — if you didn’t see this program at Evergreen International Conference, or you did but you’d like to see it again, here’s a live version to attend!

Presenter: David J. Fiander, Web Services Librarian, University of Western Ontario
Tuesday, July 21, 2009, 3:00 p.m. – 4:00 p.m. ET
Reserve your Webinar seat now

This talk will provide some real-world examples of serial publication patterns that can be challenging to interpret, show how those patterns can be described using the MARC Format for Holdings Data, describe how most integrated library systems currently implement MFHD, and discuss the challenges faced in implementing MFHD for Evergreen open source library automation software.

Recap: Evergreen International Conference, May 20-22, 2009

Program slidesets and videos are on the Conference wiki. To date videos have been uploaded for the opening remarks and opening and closing keynotes.

These blog posts, tweets, and pictures also wrapped up events:

http://www.librarian.net/tag/eg09/
http://hashtags.org/tag/eg09
http://www.flickr.com/photos/tags/eg09/
http://evergreen-ils.org/blog/?p=206

And the Documentation Interest Group was formed, and since then has developed a 90-day timeline with tasks, deliverables, and a lot of volunteers!

Ruth Dukelow Honored by Michigan Library Association

The Michigan Library Association 2009 Librarian of the Year is Ruth Dukelow, of the Michigan Library Consortium. MLA noted, “Ruth has been involved in many statewide projects.” Indeed, like Michigan Evergreen! Read more about Ruth’s successes on MLA’s Professional Awards page

Evergreen Development Update

Evergreen 1.6 is imminent, and it has some terrific features. Some of the highlights include shelving locations displayed in the copy summary; a new events and notifications framework; a toggle-able button bar in the staff client for common search functions; “fast item add” in the MARC editor; billing enhancements; a tool for exposing additional MARC elements in the OPAC record display; initial MARC Format for Holdings Data (MFHD) functionality; and much more.

Plus, Release 1.6 exposes the acquisitions functionality completed to date in the Admin menu, so you can explore, review, discuss, and provide feedback!

Also see the Evergreen Roadmap for a full list of enhancements in 1.6 and for a top-level view of what’s coming in 2.0.

Evergreen Jobs!

See this posting about several job openings for Evergreen-related work—all new positions! Have a listing? Share it with the newsletter or post it to the Evergreen list!

Evergreen People!

Equinox Software Inc., “The Evergreen Experts,” recently hired Steve Callender as a Technical Support Specialist and Grace Dunbar as a Project Manager. These are both new positions within Equinox. Steve is originally from Anaheim and has 8 years of experience in technical support and development. Grace has considerable library experience, most recently as the head librarian for Savannah College of Art and Design.

Lyrasis Rolls Out More Evergreen Training Classes

Evergreen classes are offered online by Lyrasis (nee Solinet) on the following dates and times:

6/30/2009 10a.m.-11 a.m. Lyrasis Evergreen Guided Tour. FREE!

Since October, Lyrasis (created from a merger of SOLINET and PALINET) has taught close to 25 Evergreen classes, with over 100 students! Lyrasis is dedicated to training and instructing Evergreen, and they welcome your comments and suggestions for courses. All of their current course offerings are continuously updated, and Lyrasis plans to add more courses in the future. For comments or questions, contact Lyrasis instructors Jennifer.Bielewski@lyrasis.org or Jenny.Liberatore@lyrasis.org

Planet Evergreen

Can’t get enough news about Evergreen open source software? Subscribe to or read Planet Evergreen, an aggregator for Evergreen-related posts, at http://planet.evergreen-ils.org . Have a blog that talks about Evergreen? To add your blog to the Planet Evergreen blog aggregator, send email to Dan Scott

Evergreen on Facebook

Evergreen has a growing Facebook group. We are post events to this group, well as press releases for new Evergreen libraries and systems and other related news. The group now has close to 300 members. If you’re on Facebook, join our group. If you aren’t on Facebook and you don’t think you’re the Facebook “type,” give it a try. You might be surprised by who’s on Facebook!

A Few Reminders

Webinars and videos: Don’t forget the section on the Evergreen wiki devoted to community-contributed documentation and tutorials.

Evergreen also has a Flickr set

New Evergreen Libraries: Welcome Aboard!

Also see the growing list of Evergreen libraries

Natural Resources Canada

  • Calgary
  • Edmonton
  • Fredericton
  • Ottawa
  • Quebec
  • Sault Ste. Marie
  • Varennes
  • Vancouver
  • Victoria

SITKA (British Columbia)

Their first multibranch site, Lillooet Area Library Association, went live on May 26. It includes the Lillooet, Gold Bridge, Bridge River and a Book Bus.

Project Conifer

  • Algoma University
  • Laurentian University
  • Northern Ontario School of Medicine
  • University of Windsor
  • And others

Michigan Evergreen:

Oscoda Public Library

Evergreen Indiana:

Huntington Public Library

South Carolina LENDS:

South Carolina State Library
Beaufort County Library
Union County Public Library
Columbia Bible College

If you’d like to follow along as libraries join the Evergreen community, you can subscribe to the Equinox press release feed, which will announce most known Evergreen implementations (or follow the Facebook group mentioned above).

Newsletter Administrivia

Feel free to forward, share, etc.!

We try to get this out by mid-month (it’s still June, isn’t it?).

The co-wranglers for this newsletter are Karen Schneider, Equinox Community Librarian and John Fink, Digital Technologies Development Librarian at McMaster University.

by Karen at June 23, 2009 09:09 PM

Equinox News

Columbia Bible College (British Columbia) Goes Live With Evergreen

FOR IMMEDIATE RELEASE

Norcross, GA - June 23, 2009

Columbia Bible College in Abbotsford, British Columbia has gone live with Evergreen, the highly scalable, open-source library automation software. Equinox Software Inc., "The Evergreen Experts," oversaw data migration and software configuration, and will provide round-the-clock ongoing technical support.

"We are excited to be the first known academic library in British Columbia to adopt Evergreen, the leading open source library automation program," said Anne Andres, Associate Librarian. "Our staff is pleased with the significant enhancements, features and functionality which streamline their operations. Patrons will be pleased with improved services such as email notification, holds, and enhanced search capabilities."

"The ability of Evergreen to support libraries of all sizes and types is part of its overwhelming success," said Brad LaJeunesse, Equinox company president. "Evergreen's scalability and excellent feature set make it increasingly popular with academic libraries worldwide."

The Columbia Bible College Library primarily serves its academic community, but is also open to the public. Its collection is focused on theological and biblical studies. Their new catalog can be viewed at http://columbiabc.evergreencatalog.com.

About Evergreen

Evergreen is powerful, highly scalable open-source library software. While Evergreen is best known for its unique ability to meet the needs of very large, high-transaction, multi-site consortia, Evergreen also elegantly scales down to the smallest library sites.

Since its debut in September 2006 as the software powering the 270-plus libraries of the Georgia PINES consortium, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Evergreen now supports hundreds of libraries of every type—public, academic, special, and school media—in 12 states and 2 countries.

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

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Equinox also offers hosting packages for libraries that prefer not to maintain local servers.

For more information on Equinox Software, please visit http://evergreen-ils.org.

Press contact: Corinne Hall, corinne@esilibrary.com, 678-269-6113

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

June 23, 2009 12:00 PM

June 22, 2009

Equinox News

Huntingburg (Ind.) Public Library Becomes 28th Evergreen Indiana Library

FOR IMMEDIATE RELEASE

Norcross, GA - June 22, 2009

Huntingburg Public Library has gone live with Evergreen, the consortial-quality open-source library automation software. 28 libraries are now live on Evergreen Indiana, a shared-catalog project of the Indiana State Library. Equinox Software, Inc., the support and development company established by the original Evergreen developers, provided bumper-to-bumper support for the migrations and is now providing round-the-clock ongoing technical support. Alpha-G Consulting also provided support for the migration.

"Evergreen Indiana's swift but controlled growth demonstrates Evergreen's powerful scalability," said Brad LaJeunesse, Equinox company president. "Indiana is already enjoying the benefits of massive-scale resource sharing."

Huntingburg is located near the southwest corner of Indiana and is known for its beautiful downtown area and antique shops. It has been nicknamed the "Hollywood of the Midwest" because of several notable movies filmed there, including "A League of Their Own."

The shared catalog for Evergreen Indiana is http://evergreen.lib.in.us.

About Evergreen

Evergreen is powerful, highly scalable open-source library software. While Evergreen is best known for its unique ability to meet the needs of very large, high-transaction, multi-site consortia, Evergreen also elegantly scales down to the smallest library sites.

Since its debut in September 2006 as the software powering the 270-plus libraries of the Georgia PINES consortium, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Evergreen now supports hundreds of libraries of every type—public, academic, special, and school media—in 12 states and 2 countries.

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

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Equinox also offers hosting packages for libraries that prefer not to maintain local servers.

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

Press contact: Corinne Hall, corinne@esilibrary.com, 678-269-6113

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

June 22, 2009 12:00 PM

June 17, 2009

Warren Layton (Libre-arian)

Export to RefWorks from Evergreen


At my place of work, we signed up for a site-wide license to RefWorks last fall. We’ve also recently moved to Evergreen for our new ILS (press release). Naturally, there was a request from library staff to add a function in Evergreen to export citations from the OPAC directly into RefWorks.

supercatI was happy to discover that Evergreen makes this relatively easy, thanks to SuperCat (part of Evergreen’s backend). With SuperCat and a record id, a record can be fetched in many different formats, simply by changing the URL (e.g., OPAC view vs marcxml vs MODS). This comes in handy when dealing with RefWorks.

Sending citations to RefWorks can be done with a callback. Essentially, you add a link to RefWorks’ import function page and send it your credentials, as well as a callback URL that RefWorks uses to grab the record from your ILS…in a RefWorks-supported format. The problem is that RefWorks doesn’t accept MODS, MARC, or even MARCXML. They say they accept MARC, but it’s actually what I call “MARC text” (it is described very well by Bill Dueber).

So with Evergreen, all that was needed to support Export-to-RefWorks was:

  1. a new transform for SuperCat that converts MARC to “MARC text”;
  2. a new SuperCat feed for the new format;
  3. a button in the OPAC that links to RefWorks and provides the credentials and callback URL.

Voilà! The new “marctxt” SuperCat feed (which uses the new transform) provides the callback URL for RefWorks to grab the record and import it. I submitted a patch yesterday to address #1 and #2, above. A patch to auto-generate the info needed for #3 is forthcoming (and pretty straightforward). So Evergreen should soon support Export-to-RefWorks right out of the box.

(”Fine. Now take it off.” [SuperCat] photo created by “Allergic to Work” on Flikr, and licensed under the Creative Commons Attribution-Non Commercial-Share Alike license).

by Warren at June 17, 2009 03:23 PM

Equinox Blog

What we talk about when we talk about the ILS Marketplace

Yesterday I sat through a webinar on the integrated library system marketplace produced by Library Journal and Polaris Software. It wasn’t awful, but like a lot of missed opportunities in LibraryLand, it also wasn’t great.

The first half of the webinar was largely consumed by a discussion of one library’s migration to Polaris, a company which, as this handout makes clear, is not too receptive to open source at the moment — which is flattering, in a way, as well as an interesting bit of market intelligence.

Then there was a discussion of Colorado’s exploration of a statewide ILS, and finally, in this webinar that was about “[the] many factors to be considered with respect to both commercial and open source solutions,” the last speaker mentioned one OSS product his library had considered and then added, “We’re basically a Windows shop.”

This is not to harp on Polaris — a company that by most reports is not one of the vendors who (in the words of a vendor friend who shall remain nameless) “peed in the pool” for all the other proprietary-software vendors.

Nor is it to suggest that the speakers did anything else than what I would have done. Honestly, if a library magazine gave me the chance to invite an Equinox customer to open a broad talk about the ILS marketplace with a discussion of a single successful Evergreen implementation, I’d be on that like white on rice.

Also, the webinar did raise some good points. Migrations are hard. (They’re even harder when vendors refuse to let you extract your data, or charge you for it… a point overlooked by the speakers.) Jim Duncan from Colorado State Library also noted that systems should use open APIs,  be flexible, and be open to innovation; that they must be customizable and scalable; and be able to have strong features and handle a high service load. Plus vendors must use standards, and not just their own flavor of a standard.

(To me that sounds like Evergreen… and the principles of open source… but I digress.)

But there are some lingering questions here.

Is this how we want to have discussions about the most central toolsets for our library services: by anecdote and “How I picked my ILS good” testimonials?

Also, we all have a dog in some fight, somewhere — but where do we define the boundaries in the inevitable (and frequently valuable) partnerships that crop up in any profession?

In bits and pieces, the Polaris-Library Journal relationship seems harmless; nobody ever got kicked off a Gale shuttle bus at an ALA conference for buying ProQuest or Ebsco. But then, though there is an exchange taking place — a charter bus, some heightened awareness of a vendor — Gale employees don’t hop on the shuttle bus to tell us why we should buy their product.

Having just helped put on a user conference, I know that vendor relationships are invaluable. But should the boundaries be the same for the press as for the rest of us, or should they hold themselves to an even higher standard?

by Karen Schneider at June 17, 2009 01:11 PM

June 16, 2009

Evergreen Open Source ILS - Flickr stream

Evergreen community blog

Welcome Laura!

Back in December, Laura McFarland joined Equinox Software as a full time software developer for all things Evergreen. Though her primary focus is user interface design and development, which she is also studying as part of her computer science program, she is pretty much up for anything when it comes to writing code.

For those of you who have not met Laura in person or on IRC, you can learn a little bit about her from her welcome interview on the Equinox blog. In the interview, we learn, among other things, that she has a chihuahua named Linux and that she alternates her time between knitting and beating people up (OK, I’m paraphrasing). Seriously, though, we have been quick to challenge her, but not to cross her :)

Over the past 6 months, as one of the lead developers, I’ve had the pleasure of being one of Laura’s Evergreen mentors, working with her on a number of Evergreen user interface projects, and committing the majority of her 65+ patches. She dove into Dojo and has, by all accounts, survived unscathed. She has navigated a wide array of Evergreen web interfaces, patching as she went. And she is currently directing her attention to the XUL markup language and staff client development.

It seems fitting that we should celebrate Laura’s 6 month anniversary at Equinox by announcing her acceptance of the core Evergreen team’s offer to become a committer to the Evergreen project. As with all Evergreen developers, she will not work alone. She is part of the growing family of Evergreen developers, users, and advocates — like you!

Laura at EG09

by bill at June 16, 2009 01:43 AM

June 15, 2009

Evergreen community blog

Five Evergreen Jobs Available!

Michigan Library Consortium and Equinox Software are hiring, for a total of five Evergreen-related jobs. Come be part of the open source renaissance!

MLC is hiring for a training and support librarian, while Equinox Software has one-each position open for system administration, software developer, migration specialist, and technical support.

If you know of other Evergreen-related positions, we’re happy to blog them and give them airtime elsewhere (Twitter, Facebook, the Evergreen lists, etc.).

by Karen at June 15, 2009 03:13 PM

Equinox Blog

Four Positions Open at Equinox Software

Wow!  FOUR POSITIONS OPEN at Equinox Software (”The Evergreen experts”):  Sysadmin, migration specialist, software developer, and technical support.

All jobs based in Norcross, Georgia, near metro-Atlanta.

System Administrator 06/12/2009

Equinox Software Inc. (”The Evergreen Experts”) seeks a highly motivated, experienced SYSTEM ADMINISTRATOR to contribute to our dynamic, fast-growing open source support and development company.

About Equinox Software Inc.

Founded by the original designers and developers, Equinox Software boasts a growing team of skilled developers and professionals who provide comprehensive services for Evergreen, the enterprise-grade, open source Integrated Library System (ILS). Evergreen provides back end services to libraries and library consortia. Visit http://www.esilibrary.com for more company information or http://www.evergreen-ils.org to learn more about Evergreen.

Equinox is in Norcross, GA, conveniently located just 20 miles northeast of metro-Atlanta.

Skills We Are Looking For:

  • Extensive experience Linux Administration, Debian preferred.
  • Extensive knowledge of x86 hardware.
  • Experience with Xen a plus.
  • Experience with Perl and Shell Scripting a plus.

What We Have to Offer:

  • Competitive salary based upon experience.
  • Full company-paid medical, dental, and vision insurance; paid sick and vacation time; and a 401k plan with a matching company contribution.
  • A challenging environment with opportunities to expand and improve your skill sets.
  • A humane work environment staffed by dedicated professionals who share your values for excellence and customer service.

Applications will be accepted until the position is filled. Please send resume or c.v. with cover letter, three references, and compensation requirements to careers@esilibrary.com with the subject line “System Administrator”.

Library Data Migration Specialist 06/12/2009

Equinox Software Inc. (”The Evergreen Experts”) seeks a highly motivated, experienced Library Data Migration Specialist to contribute to our dynamic, fast-growing open source support and development company.

About Equinox Software Inc.

Founded by the original designers and developers, Equinox Software boasts a growing team of skilled developers and professionals who provide comprehensive services for Evergreen, the enterprise-grade, open source Integrated Library System (ILS). Evergreen provides back end services to libraries and library consortia. Visit http://www.esilibrary.com for more company information or http://www.evergreen-ils.org to learn more about Evergreen.

Equinox is in Norcross, GA, conveniently located just 20 miles northeast of metro-Atlanta.

Skills We Are Looking For:

  • Extensive experience with Perl.
  • Experience with Linux.
  • The ability to meet critical deadlines.
  • Familiarity with the MARC data format and library data a huge plus.
  • Familiarity with the Evergreen ILS and the open source culture a plus.

What We Have to Offer:

  • Competitive salary based upon experience.
  • Full company-paid medical, dental, and vision insurance; paid sick and vacation time; and a 401k plan with a matching company contribution.
  • A challenging environment with opportunities to expand and improve your skill sets.
  • A humane work environment staffed by dedicated professionals who share your values for excellence and customer service.

Applications will be accepted until the position is filled. Please send resume or c.v. with cover letter, three references, and compensation requirements to careers@esilibrary.com with the subject line “Data Migration”.

Software Developer 06/12/2009

Equinox Software Inc. (”The Evergreen Experts”) seeks a highly motivated, experienced Software Developer to contribute to our dynamic, fast-growing open source support and development company.

About Equinox Software Inc.

Founded by the original designers and developers, Equinox Software boasts a growing team of skilled developers and professionals who provide comprehensive services for Evergreen, the enterprise-grade, open source Integrated Library System (ILS). Evergreen provides back end services to libraries and library consortia. Visit http://www.esilibrary.com for more company information or http://www.evergreen-ils.org to learn more about Evergreen.

Equinox is in Norcross, GA, conveniently located just 20 miles northeast of metro-Atlanta.

Skills We Are Looking For:

  • Experience with Perl, C, Python, and Javascript.
  • Familiarity with public and/or academic library operations and standards a plus.
  • Familiarity with the Evergreen ILS and the open source culture a plus.

What We Have to Offer:

  • Competitive salary based upon experience.
  • Full company-paid medical, dental, and vision insurance; paid sick and vacation time; and a 401k plan with a matching company contribution.
  • A challenging environment with opportunities to expand and improve your skill sets.
  • A humane work environment staffed by dedicated professionals who share your values for excellence and customer service.

Applications will be accepted until the position is filled. Please send resume or c.v. with cover letter, three references, and compensation requirements to careers@esilibrary.com with the subject line “Software Developer”.

Support Specialist 06/09/2009

Equinox Software Inc. (”The Evergreen Experts”) seeks a highly motivated, experienced SUPPORT SPECIALIST to contribute to our dynamic, fast-growing open source support and development company.

The Support Specialist will provide excellent client care to our clients by assisting in all aspects of supporting and troubleshooting Evergreen library software. The ideal candidate will be a flexible, detail-oriented self-starter able to work well under pressure while maintaining a commitment to excellent customer service. Hours are 9-5 in our Norcross office with occasional after-hours work.

About Equinox Software Inc.

Founded by the original designers and developers, Equinox Software boasts a growing team of skilled developers and professionals who provide comprehensive services for Evergreen, the enterprise-grade, open source Integrated Library System (ILS). Evergreen provides back end services to libraries and library consortia. Visit http://www.esilibrary.com for more company information or http://www.evergreen-ils.org to learn more about Evergreen.

Equinox is in Norcross, GA, conveniently located just 20 miles northeast of metro-Atlanta.

Skills We Are Looking For:

  • Experience with administrating and troubleshooting GNU/Linux operating systems in a command-line interface
  • Experience providing email and telephone support to end-users using Microsoft Windows
  • Experience with SQL, Javascript, and Perl
  • Familiarity with public and/or academic library operations and standards
  • Familiarity with Evergreen software and the open source culture a plus

What We Have to Offer:

  • Competitive salary based upon experience.
  • Full company-paid medical, dental, and vision insurance; paid sick and vacation time; and a 401K plan with a matching company contribution.
  • A challenging environment with opportunities to expand and improve your skill sets.
  • A humane work environment staffed by dedicated professionals who share your values for excellence and customer service.

Applications will be accepted until the position is filled. Please send resume or c.v. with cover letter, three references, and compensation requirements to careers@esilibrary.com.

by Karen Schneider at June 15, 2009 02:58 PM

June 10, 2009

Michigan Evergreen

Position Posting for Michigan Evergreen Training/Support Librarian

Michigan Evergreen Training and Support Librarian

The Michigan Library Consortium (MLC) is looking for a tech-savvy, problem-solving, adventurous librarian to join our Michigan Evergreen team. Michigan Evergreen is an open-source shared ILS project, with ten libraries in the shared system and more to be added in 2009-2010. This position is responsible for training and support of participating libraries on all ILS functionality (OPAC, circ, cataloging, etc.). For consideration, please submit a completed application form and your resume with salary requirements to MLC, Human Resources, 1407 Rensen Street, Suite 1, Lansing, MI  48910-3657. Position is open until filled, with applications received before July 17 given first consideration. Excellent benefits. For links to the complete position description/qualifications and to MLC’s application form, go to: http://mlcnet.org/cms/sitem.cfm/news__announcements/mejob_posting/

by Ruth Dukelow at June 10, 2009 04:08 PM

Oscoda Goes Live on Michigan Evergreen

Our tenth library, Oscoda County Library, went live on Michigan Evergreen on Wednesday, June 3.

Welcome Oscoda County Library staff!

by Ruth Dukelow at June 10, 2009 04:06 PM

June 09, 2009

Equinox News

Oscoda County Library (Mich.) Goes Live with Evergreen

FOR IMMEDIATE RELEASE

Norcross, GA - June 9, 2009

Oscoda County Library (Mich.) has gone live with Evergreen, the consortial-quality open-source library automation software. Equinox Software Inc., "The Evergreen Experts," oversaw data migration and software configuration and will provide round-the-clock ongoing technical support.

Oscoda Public Library is the most recent addition to Michigan Evergreen, a shared-catalog project administered by the Michigan Library Consortium (MLC). By the end of 2009, Michigan Evergreen will include 8 library systems, representing nearly 200,000 registered users, 2.9 million annual circulations, and 1.6 million books and serial volumes, according to data from 2007.

"The steady growth of Michigan Evergreen demonstrates the unique ability of Evergreen to grow massive consortial library systems," said Brad LaJeunesse, Equinox company president. "The transparency and openness of these systems is also in keeping with our most fundamental library values."

The Oscoda County Library, located in northern Michigan, holds over 30,000 bibliographic items and has over 6,500 patrons. For more information about the Michigan Evergreen project, see the project wiki at http://mlcnet.org/wiki.

About Evergreen

Evergreen is powerful, highly scalable open-source library software. While Evergreen is best known for its unique ability to meet the needs of very large, high-transaction, multi-site consortia, Evergreen also elegantly scales down to the smallest library sites.

Since its debut in September 2006 as the software powering the 270-plus libraries of the Georgia PINES consortium, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Evergreen now supports hundreds of libraries of every type—public, academic, special, and school media—in 12 states and 2 countries.

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

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Equinox also offers hosting packages for libraries that prefer not to maintain local servers.

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

Press contact: Corinne Hall, corinne@esilibrary.com, 678-269-6113

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

June 09, 2009 12:00 PM

June 08, 2009

Equinox News

Nine Natural Resources Canada Libraries Migrate to Evergreen

FOR IMMEDIATE RELEASE

Norcross, GA - June 8, 2009

Natural Resources Canada Library, a 13-library organization providing services to one of the largest science-based departments in the Government of Canada, has gone live with the first phase of their migration to Evergreen, the consortial-quality open-source library automation software. This migration includes the seven locations for NRCan Library’s Canadian Forestry Center Library as well as two locations for their Energy, Minerals, and Metals Information Centre. Equinox Software Inc, the support and development company for Evergreen, oversaw the migration of the 300,000 bibliographic records and is providing ongoing 24/7 technical support.

The second phase of the migration will take place in the fall of 2009. NRCan Library, which has been using two separate integrated library systems, has opted to migrate in phased deployments. Once complete, there will be approximately 500,000 bibliographic records on the new combined catalog.

"One of the positives about moving to Evergreen is that you don't have to be worried as much about the future of your ILS," said George Duimovich, Systems Librarian. "We also like the fact that Evergreen has an established presence amongst Canadian academic and public libraries."

"With over 100 library systems running Evergreen, Natural Resources Canada is joining a stable, growing trend. Open source makes excellent fiscal sense over both the short and long run," said Brad LaJeunesse, Equinox company president. LaJeunesse added, "We are delighted to watch the Evergreen community grow and diversify. Equinox is providing services to public, academic, and special libraries worldwide."

About Natural Resources Canada

Natural Resources Canada (NRCan) was created in 1995 through Canada’s Department of Natural Resources Act. NRCan, which employs about 4,200 people, specializes in earth sciences and in the sustainable development and use of natural resources, such as energy, forests, and minerals and metals. The NRCan libraries are distributed across Canada, with five libraries in the Ottawa area. Their website is at http://www.nrcan.gc.ca

About Evergreen

Evergreen is powerful, highly scalable open-source library software. Best known for its unique ability to meet the needs of very large, high-transaction, multi-site consortia, Evergreen also elegantly scales down to the smallest library sites.

Since its debut in September 2006 as the software powering the 270-plus libraries of the Georgia PINES consortium, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Evergreen now supports hundreds of libraries of every type—public, academic, special, and school media—in 12 states and 2 countries.

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

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled professionals who provide comprehensive support for Evergreen software. Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Equinox also offers hosting packages for libraries that prefer not to maintain local servers.

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

Press contact: Corinne Hall, corinne@esilibrary.com, 678-269-6113

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

June 08, 2009 12:00 PM

June 05, 2009

Dan Scott (Coffee|Code) (Evergreen entries)

Globalization presentation at Evergreen International Conference 2009

I was fortunate to be invited to give a talk (OpenOffice.org Impress / PDF ) on Evergreen's progress on the globalization front at the first ever Evergreen International Conference. My friend Tigran Zargaryan from the Fundamental Science Library of the National Academy of Sciences of the Republic of Armenia gave a talk at almost the same time about his library's progress in adopting Evergreen. Tigran himself was responsible for the translation of the Evergreen catalogue and staff client into Armenian, and he confided that he also expected to make significant progress towards a Russian translation during the lengthy layovers at airports that are part of his normal travel routine.

So, my goal was to provide an overview of the progress we have made in taking Evergreen from its American English roots and enabling it to support not just translated interfaces, but properly localized content display - and to provide some pointers towards where we need to go next. We have been making progress towards a more formalized translation process, so keep an eye out for a call for translations in the next week or two when the Evergreen 1.6 release candidate is made available for testing. We currently sport Armenian, Canadian English, Canadian French, and Czech translations, and welcome both new translations and revisions to our current translations.

To make it easier for translators to collaborate, we need to take our Pootle translation server from a beta service running on my poor little VPS to a real server. We have some technical challenges to overcome - providing translation support for the Template::Toolkit framework, for example. And we have some basic grunt work to do to replace the hard-coded display of numbers, currencies, dates, and times with localized variations throughout our code.

I was pleasantly surprised by the number of people attending the session; I hadn't expected such an interest in the topic, despite it nominally being an international conference. My only regret was that I rushed off the stage without taking questions in the mistaken belief that I had used up all of my time and was eating into my successor's presentation timeslot; as it turned out, there was a built-in 15 minute buffer that I had overlooked. Ah well. Thanks to everyone who came out, and for everyone else who wasn't able to make it to the session, I hope you'll find the slides a good introduction to the state of globalization in Evergreen. And if you have the skills to contribute, please consider pitching into the globalization enablement effort!

by Dan Scott (dan@coffeecode.net) at June 05, 2009 02:12 AM

June 04, 2009

Evergreen community blog

Evergreen Documentation Interest Group: Can you DIG it?

This is a summary that was posted to the three Evergreen discussion lists (general, documentation, and development) about the exciting momentum gathering around Evergreen documentation.

The key take-away: the Evergreen community now has a Documentation Interest Group!  There will be an online meeting 3 p.m. Eastern Time Wednesday, June 10, to discuss initial roles and tasks — if you’re interested, sign up.

Most day-to-day discussions about the Evergreen documentation project will take place on the Evergreen documentation list (though news of note may be posted to this blog and other lists on occasion). To subscribe to open-ils-documentation (or other Evergreen lists), see http://evergreen-ils.org/listserv.php

More about the DIG Project
On Wednesday, May 20, 2009, at the Evergreen International Conference, close to two dozen members of the Evergreen community participated in a documentation planning discussion.

Following a presentation about documentation (see notes below), the group took the following actions and (unanimously) made the following commitments:

* Established an Evergreen Documentation Interest Group, aka DIG, or even, the DIGgers
* Agreed to meet regularly to plan and implement the Evergreen documentation project
* Agreed that core Evergreen documentation should be based on one single-source, standards-based, open format
* Agreed that DocBook was the format of choice for Evergreen documentation
* Agreed that community members could contribute documentation in any format, and the DIG would convert to DocBook format as required
* Agreed that the initial organizing meetings should clarify roles and tasks
* Agreed that Karen Schneider and Paul Weiss would lead this project at this point in time

Some of the earliest activities for the DIG will include establishing a timeline and a regular meeting schedule, and identifying initial tasks for project participants and recruiting for each role. Some of the preliminary groundwork for the project, once volunteers have committed to specific areas, will include identifying a core DocBook subset of tags for Evergreen documentation, writing an Evergreen style (markup) guide, developing heavily-annotated model templates, and providing toolset advice.

Documentation News of Note

The evergreen-ils.org website has been updated so that the Documentation list stands on its own, rather than being listed under Development. (See http://evergreen-ils.org/listserv.php )

Slides from the May 20 discussion are also on Slideshare. These slides spell out in greater detail why (and how) the Evergreen community is moving in this direction.  Questions? Post away!

http://www.slideshare.net/evergreenils/evergreen-docs-planning-session-2009 (full set)

http://www.slideshare.net/evergreenils/evergreen-documentation-lightning-talk (short set)

by Karen at June 04, 2009 12:30 PM

May 27, 2009

Dan Scott (Coffee|Code) (Evergreen entries)

Evergreen International Conference hackfest results: Evergreen serials support

Yes, all of a sudden and rather quietly, Evergreen has serials support.

A few weeks ago, I finished hooking up a rudimentary serials holdings display based on David Fiander's MFHD parsing code to our production instance of Evergreen. We loaded our MFHD records from our legacy system into Evergreen and that gave us enough breathing room to keep working on the problem. By rudimentary I mean:

  • limited to displaying one MFHD record per bibliographic record (a problem for journals for which you have separate sets of holdings in microfiche, print, etc)
  • serials holdings were displayed for a given bibliographic record no matter what library scope you were searching in (more of a problem in theory than in practice as we currently have one copy of a given bibliographic record per library... that will change over time...)
  • no way to edit the MFHD records, which is a problem as the issues we have received since migrating to Evergreen three weeks ago are starting to pile up
  • limited to English labels in the interface

Here's the rudimentary serials holdings display:

The operative phrase is was rudimentary. In the past two weeks, things have come a long way in Evergreen. The primary result of my afternoon of work at the Evergreen International Hackfest, with lots of help from Mike Rylander and Bill Erickson in navigating the impressive new Dojo toolkit-based Evergreen JavaScript widgets and services in the upcoming Evergreen 1.6 release, was to add an Edit button to the holdings display that shows up when the record is viewed in the staff client. When pressed, the Edit button invokes a MARC editor so that you can copy an 86[345] field and fill in the pertinent information; or collapse holdings in the 86[678] fields, etc. It seems like a minor victory, but it was a real result from the hackfest, and that cannot be discounted!

Here's the MARC editor in action:

Since then, I've been on fire... or maybe on a slow burn, as I put a few hours in here and there, and am happy to say that when Evergreen 1.6 is released, serials support will feature:

  • support for display unlimited MFHD records per bibliographic record
  • holdings display scoped by library search context - so you'll only see holdings for the part of the library hierarchy that you're searching, rather than the whole consortium
  • the Edit button for editing the raw MFHD record
  • internationalization support for interface labels, based on Dojo string substitution

I have already committed these features to the Evergreen trunk, but I hope to add a few more pieces to the mix before the Evergreen 1.6 release is cut. We need to display the 852 field contents to identify the location of each set of holdings, and we need to give cataloguers the ability to edit some of the attributes (such as owning library).

Here are the slides I presented (largely screenshots of the serials display and edit button) for the hackfest results lightning talk that I gave with Jeff Godin of Traverse Area District Library. Jeff did some interesting work in his own right on generating feeds for recently added titles based on copy location during the hackfest.

by Dan Scott (dan@coffeecode.net) at May 27, 2009 06:23 PM

Equinox News

Laingsburg Public Library (Mich.) Goes Live with Evergreen

FOR IMMEDIATE RELEASE

Norcross, GA - May 27, 2009

Laingsburg Public Library in Shiawassee County, Michigan has gone live with Evergreen, the consortial-quality open-source library automation software. Equinox Software Inc., "The Evergreen Experts," oversaw data migration and software configuration and will provide round-the-clock technical support.

Laingsburg Public Library is the sixth addition to Michigan Evergreen, a shared-catalog project administered by the Michigan Library Consortium (MLC). Grand Rapids, Branch District, Niles District, and Traverse Area District Libraries all went live with Evergreen in 2008, while Ovid-Elsie Area Schools joined Michigan Evergreen in April 2009.

"The growing Evergreen presence in Michigan is yet more proof that Evergreen scales to the largest library installations," said Brad LaJeunesse, Equinox company president. "The ability to grow super-large library consortia—without relinquishing your data or control of your software—is key to Evergreen’s success."

Laingsburg, Michigan is located about 15 miles northeast of Lansing. The public library was founded in 1905 and today contains close to 12,000 bibliographic items and serves approximately 3,800 patrons. For more information about the Michigan Evergreen project, see the project wiki at http://mlcnet.org/wiki.

About Evergreen

Evergreen is consortial-quality, open-source library software initially developed to support Georgia PINES, a resource-sharing consortium of over 270 public libraries. Evergreen was designed from the ground up to be robust, fault-tolerant, service-oriented, and standards-based. Evergreen nimbly evolves to meet the needs of very large, high-transaction, multi-site consortia, while elegantly scaling down to the smallest library sites.

The growing, multinational Evergreen development community has shepherded Evergreen through a series of carefully-planned releases that have further strengthened Evergreen’s consortial capabilities while adding popular and useful functionality. Evergreen 2.0, due out in 2009, will add acquisitions, serials, and reserves to Evergreen’s outstanding functionality.

From its debut in September 2006, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Additional Evergreen implementations include consortial projects such as Evergreen Indiana, and British Columbia SITKA, and libraries such as Kent County Public Library in Maryland, Marshall Public Library in Missouri, the National Weather Center Library, and the University of Prince Edward Island.

Other libraries contracting with Equinox software for future Evergreen services include King County Library System (a public library system in Washington State), the thirteen libraries of Natural Resources Canada, the North Texas Regional Library System, and South Carolina LENDS, a newly-formed 11-library consortium. Additional libraries "go it alone" with Evergreen by providing their own migration and support, which further demonstrates the power, ease, reliability, and true openness of this state-of-the-art library software.

For more information about Evergreen, see http://evergreen-ils.org.

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled developers and other professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Instead of one-size-fits-all support, Equinox works closely with libraries to ensure Evergreen is implemented in the manner that best fits their individual needs. In addition to support, custom development and integration services, Equinox offers complete Evergreen hosting packages for libraries wishing to outsource their ILS infrastructure. Equinox also provides consulting services for libraries seeking more insight into the value proposition of open source software.

Press contact: Corinne Hall, corinne@esilibrary.com, 678-269-6113

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

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

May 27, 2009 12:00 PM

May 23, 2009

Evergreen community blog

Evergreen International Conference 2009: Standing Together

A holiday weekend immediately followed “eg09,” as we tagged it, so it will be next week most likely before we see all the slides, pictures, blog posts, and whatnot associated with Evergreen International Conference 2009.

In some ways the Evergreen conference felt like a joyous family gathering, the kind where you connect with relatives you have only heard about through family folklore. For the first time ever, that which is “Evergreen” was in one place at one time, sharing common goals and interests. This will happen again many more times, but it will never happen again for the very first time.

It was a terrific event by all accounts, with a remarkable level of energy and excitement that began building in Wednesday’s “anyfests” for coding, sysadmin training, and documentation planning, then moved smoothly into a terrific opening-night reception.

Lamar Veatch's opening remarks On Thursday, Lamar Veatch, state librarian for Georgia, set the tone for the conference by beginning his opening remarks with the international recording of Stand By Me. (Sounds as if Evergreen now has a theme song?) Joe Lucia then gave an amazing opening keynote address, “Song of the Open Road.” We then all moved into a day and a half of bogglingly wonderful programs, table talks, Birds of a Feather sessions, keynotes, dine-arounds, pub crawls, and more.

On Friday we closed out our conference with a development update, three lightning talks, the last programs, and Jessamyn West’s closing keynote.  Then we adjourned.. and it was all over, for the very first time!

by Karen at May 23, 2009 02:44 PM

Evergreen Open Source ILS - Flickr stream

May 21, 2009

Evergreen Open Source ILS - Flickr stream

Laura McFarland at eg09

Evergreen Open Source ILS posted a photo:

Laura McFarland at eg09

Laura McFarland takes a ride on an Athens bulldog at the Classic Center. We *think* that's a large cup of coffee in her hand.

by Evergreen Open Source ILS at May 21, 2009 10:41 AM

May 18, 2009

Evergreen community blog

Evergreen Newsletter, May 2009

The newsletter for Evergreen open source library software

Volume 2, Issue 5 — May, 2009

Cross-posting and forwarding is encouraged.

In Just Two Days, Trees Dance in the Forest

Or at least, the first-ever Evergreen International Conference will commence in Athens, Georgia (May 20-22, 2009). More below!

In This Issue…

Evergreen Out and About, Evergreen Conference Preview, Lyrasis Evergreen Classes, PINES Survey Results, Planet Evergreen, New Evergreen Libraries, Newsletter Administrivia

Out and About: An Evergreen Calendar

There now really is such a thing as an Evergreen Calendar! Its website: http://evergreen-ils.org/calendar

If you have Evergreen-related events to add (talks, conferences, etc.), just email events@evergreen-ils.org.

Evergreen International Conference (Athens, Georgia, May 20 – 22, 2009). Our first conference! Joe Lucia and Jessamyn West will be keynoting! See more about this exciting event below.

American Library Association Annual Conference (Chicago, Illinois, July 9-15). We’ll be exhibiting, meeting with people, and so forth!

WilsWorld (Madison, Wisconsin, July 28-29). Karen Schneider to do a plenary session and a couple other spots. Karen spoke at one of the earliest WilsWorld conferences and is excited to return!

Past Conferences: A big thank you to Sharon Herbert and all the other folks at the British Columbia Library Association conference. Karen Schneider of Equinox gave a talk about open source and creativity that was well-attended. The informal chats with Evergreeners and fellow travelers were wonderful too. Also a shout-out to Indiana where Karen did a development update at their regional Evergreen conference.

PINES Users Heart Evergreen

Georgia PINES, the first statewide consortium powered by Evergreen open source library software, has achieved the highest-ever user satisfaction ratings in the five-year history of its annual survey. Based on the 2009 survey, 19 out of 20 respondents (95.6 percent) would recommend the Evergreen-powered PINES system to friends.

(Source: Equinox press release)

Evergreen International Conference, May 20-22, 2009

Questions? Email events@evergreen-ils.org. Also see the registration website and the wiki.

We’re almost there! This conference (social tag eg09) will bring together close to 150 Evergreen users, Evergreen advocates, people evaluating Evergreen or in the market for a new ILS, open source advocates, etc.!

In addition to the conference registration website, also see the growing conference wiki where you can sign up for rides, dine-arounds, table talks, and more (there will also be paper signup forms at the conference).

By now, if you’re attending, you know many of the specifics of the conference — the programs, keynotes, Birds of a Feather, table talks, dine-arounds, lightning talks, and so forth. Here is some information gleaned from our pre-conference survey and other sources:

1. At least half of all attendees report that they will be blogging, tweeting, Flickring, emailing, or otherwise reporting on the conference.

2. Six of the sessions, plus the lightning talks and keynotes, will be videotaped, and these tapes will be later uploaded to the web.

3. At least ten attendees are vegetarians, about a dozen are international, and 8 had questions for the keynote speakers.

4. The top question for the committee was “how do we get from the Atlanta airport to Athens?” (The answer, on the wiki, is to take a shuttle or share a ride. The wiki also has a ride board.)

5. Hackfest turnout has been outstanding. Over 30 people are signed up for Sysadmin Survival Skills. Close to 20 people will gather to discuss documentation. A dozen people have signed up for half-hour Meet with a Developer sessions. And there are a good dozen folks who want to just get together and code!

7. In keeping with an early goal to keep the conference “Ever-GREEN,” there will be SWAG bags (donated by Equinox) which you can proudly use later on for your groceries, while the (very slick-looking) SWAG mugs, donated by Nelinet, will help us all reduce waste.

7. Speaking of sponsors, let this be the first but hardly the last time we thank our conference sponsors! Gold sponsors: Ebsco/Novelist, Unique Management, Equinox Software, and STAT. Silver sponsors: BWI, ITG, 3M, Envisionware, Brodart, Lyrasis, Nelinet, and Georgia Public Library Service. Thank you!

The 2009 Evergreen Conference is jointly coordinated by Georgia Public Library Service, Equinox Software, and Lyrasis. Also, special thanks to Karen Collier at Kent County Library, Maryland, for participating in the program review process.

Lyrasis Rolls Out More Evergreen Training Classes

Evergreen classes are being offered online by Lyrasis (nee Solinet) on the following dates and times:

May 27th Evergreen Guided Tour and Demo (Free).

June 4th Evergreen Admin and Stats Module. Two hour course, 10:00am-12:00pm

Since October, Lyrasis, formerly known as SOLINET and PALINET, has taught close to 25 Evergreen classes with over 100 students! Lyrasis is dedicated to training and instructing Evergreen and welcomes your comments and suggestions for courses. All of our current course offerings are continuously updated and we plan on adding more courses to our catalog on future topics. Feel free to contact Lyrasis Instructors at Jennifer.bielewski@lyrasis.org or Jenny.Liberatore@lyrasis.org for comments or questions about Evergreen courses. We will be at the Evergreen Conference in Athens, GA and are excited to meet those of you attending!

Planet Evergreen

Can’t get enough news about Evergreen open source software? Subscribe to (or just read) Planet Evergreen, an aggregator for Evergreen-related posts. Have a blog that talks about Evergreen? To add your blog (or blog subset) to the Planet Evergreen blog aggregator, send email to Dan Scott at dan@coffeecode.net

Evergreen on Facebook

Evergreen has a growing Facebook group that features events and news related to Evergreen.  The group now has over 280 members. If you’re on Facebook, join our group. If you aren’t on Facebook and you don’t think you’re the Facebook “type,” give it a try. You might be surprised by who’s on Facebook!

A Few Reminders

Webinars and videos: Don’t forget the section on the Evergreen wiki devoted to community-contributed documentation and tutorials.

Evergreen also has a Flickr set.

New Evergreen Libraries: Welcome Aboard!

Also see the growing list of Evergreen libraries.

Evergreen Indiana:

Greenwood Public Library

Michigan Evergreen:

Laingsburg Public Library

If you’d like to follow along as libraries join the Evergreen community, you can subscribe to the Equinox press release feed, which will announce most known Evergreen implementations (or follow the Facebook group mentioned above). The Equinox press release feed was recently tweaked to make it easier to track and share the releases.

Newsletter Administrivia

Feel free to forward, share, etc.!

The deadline for the Evergreen newsletter is the last working day before the first of the month… feel free to submit items earlier. The co-wranglers for this newsletter are Karen Schneider, Equinox Community Librarian and John Fink, Digital Technologies Development librarian at McMaster University.

by Karen at May 18, 2009 07:28 PM

May 15, 2009

Warren Layton (Libre-arian)

Evergreen Z39.50 Server


It’s the end of Week 2 at the new job[1] and it has been productive. Part of that may be because I ingested a decent amount of coffee. (I can’t get enough Bridgehead coffee and tea after being away from Ottawa for so long – I hope they expand to other cities in the near future.)

Late last week, I got Evergreen set up to act as a Z39.50 server following the instructions on the project’s DokuWiki. SRU worked fine out of the box and Simple2Zoom was easy to install and get working. I was retrieving records with yaz-client in no time.

This week, while testing the server with other Z39.50 clients, I found and fixed a bug in Simple2Zoom that was causing us some minor trouble. The first bug fixed in a new job, however small, is always very satisfying.

[1]: Okay, it’s not really a “new” job – I worked here during my co-op term last fall.

by Warren at May 15, 2009 05:07 PM

May 14, 2009

Michigan Evergreen

Laingsburg Public Library Goes Live on Michigan Evergreen

The Laingsburg Public Library successfully went live on Michigan Evergreen today.  In this photo, Sandy watches while Susie checks in the first book on the system.  Welcome Laingsburg!

by Ruth Dukelow at May 14, 2009 04:38 PM

May 13, 2009

Michigan Evergreen

Oscoda County Library Staff Trained on Michigan Evergreen

MLC staff trained Oscoda County Library staff this week on May 12-13.  Oscoda’s “go live” date is scheduled for June 3.

Laingsburg Public Library will go live on Michigan Evergreen this week on May 14.

by Ruth Dukelow at May 13, 2009 08:00 PM

May 11, 2009

Dan Scott (Coffee|Code) (Evergreen entries)

Conifer lives: Ontario launches a consortial academic library system built on Evergreen

I awoke around 4:48 am today. At the time, I thought it was just our baby kicking away excitedly. However, later this afternoon, I realized that it had been almost exactly a week ago, around 4:30 am on Monday, May 4th that I sent a broadcast email message to librarians and staff at 24 different libraries. The Conifer consortial library system, built on the solid foundations of the Evergreen open-source library system, had gone live - and I was exhausted after a long weekend of migrating all of that data. I was proud to see the Laurentian catalogue sporting a completely different look and new functionality - reviews! book covers! sharable book bags! format & edition grouping! - and excited by the promise of more to come.

Conifer represents the first flowering of an effort that began back in July 2007 with a hand-shake agreement between Laurentian University, McMaster University, and the University of Windsor to build a provincial, primarily academic, library system on Evergreen. The system is centrally hosted by the top-notch IT team at the University of Guelph. Things change, and along the way Algoma University and the Northern Ontario School of Medicine joined us as full partners, and McMaster University opted to continue contributing to the common development effort but withdrew from the centrally hosted system.

As noted, we went live on Monday, May 4th and we survived the first day. On Tuesday, May 5th we corrected a problem in our configuration that had caused some instability (thanks to Mike Rylander for providing the patch that set things straight). Since then, we have been slowly refining aspects of the system - setting up circulation rules, migrating records and items that had been missed over the weekend, polishing the Z39.50 server, fine-tuning the permissions scheme - but the core of the system is solid. We have a consortial system that stretches from the southern-most tip of Ontario to the north-west corner of the province (hello, Thunder Bay!), and so far connectivity seems good and the reliability of the system - which, upon launch, has probably become the second largest Evergreen implementation by number of bibliographic records - has been superb.

A few interesting statistics about Conifer... (have I mentioned how much I love that Evergreen is built on PostgreSQL because it becomes so simple to generate basic reports in plain SQL?):

Number of staff and user accounts per library in Conifer

conifer=# SELECT aou.name, count(au.id)
    FROM actor.org_unit aou
    INNER JOIN actor.usr au
    ON aou.id = au.home_ou
    GROUP BY aou.name
    ORDER BY 2 DESC;

                    name                    | count 
--------------------------------------------+-------
 Leddy Library                              | 19468
 J.N. Desmarais Library                     | 11921
 Algoma University, Wishart Library         |  2431
 University of Sudbury                      |  1100
 Hearst, Bibliothèque Maurice-Saulnier      |  1043
 Huntington College Library                 |   834
 Paul Martin Law Library                    |   592
 Northern Ontario School of Medicine (West) |   284
 HRSRH Health Sciences Library              |   261
 Northern Ontario School of Medicine (East) |   224
 Xstrata Process Support Centre Library     |   122
 NOHIN                                      |   121
 Instructional Media Centre                 |     9
 Laboratoire de didactiques, E.S.E.         |     7
 Vale Inco                                  |     4
 Mines Library, Willet Green Miller Centre  |     2
 Art Gallery of Sudbury                     |     1
 Curriculum Resource Centre                 |     1
 Sault Area Hospital                        |     1
 Centre Franco-Ontarien de Folklore         |     1
 Conifer                                    |     1
(21 rows)

Number of copies held per library in Conifer

conifer=# SELECT aou.name, count(ac.barcode)
    FROM actor.org_unit aou
    INNER JOIN asset.copy ac
    ON aou.id = ac.circ_lib
    GROUP BY aou.name
    ORDER BY 2 DESC;

                    name                    |  count
--------------------------------------------+---------
 Leddy Library                              | 1373197
 J.N. Desmarais Library                     |  614380
 Paul Martin Law Library                    |  229391
 Algoma University, Wishart Library         |  115156
 University of Sudbury                      |   42154
 Hearst, Bibliothèque Maurice-Saulnier      |   34276
 Huntington College Library                 |   12517
 Laboratoire de didactiques, E.S.E.         |   10284
 Mining and the Environment Database        |    9940
 HRSRH Health Sciences Library              |    7512
 Music Resource Centre                      |    7511
 Xstrata Process Support Centre Library     |    5477
 Centre Franco-Ontarien de Folklore         |    4365
 Northern Ontario School of Medicine (East) |    3779
 Northern Ontario School of Medicine (West) |    3301
 NOHIN                                      |    2647
 Mines Library, Willet Green Miller Centre  |    2617
 Curriculum Resource Centre                 |    2583
 Sault Area Hospital                        |    2515
 Art Gallery of Sudbury                     |    2237
 Hearst Timmins, Centre de Ressources       |    2202
 Hearst Kapuskasing, Centre de Ressources   |    2007
 Vale Inco                                  |    1106
 Instructional Media Centre                 |    1095
(24 rows)

What about acquisitions, serials, and reserves?

One of the reasons we had a hard migration date of early May was because it matches nicely with the fiscal year-end for those institutions who were running a traditional acquisitions system on their legacy ILS. We normally shut down all purchases for a period of weeks while we roll over the encumbrances into the next fiscal year and set up our budgets. This year, we're migrating all of the old financial data twice: first, and foremost, into the most sophisticated set of spreadsheets you'll ever see attached to a library system (as pulled together by the inestimable Art Rhyno); and second, into the Evergreen acquisitions system that will launch with Evergreen 1.6. The first migration of a given set of data is always the hardest part, so once we have the fund / order / provider data in spreadsheets, the migration into Evergreen proper will be trivial. This will give us the summer to use both systems side-by-side and refine what we need from Evergreen.

We have migrated all of our serials data from the legacy system, I just haven't enabled the display of that data in our live system. A prototype was running on my laptop for a few days until I accidentally blew it away - ah well, anything worthwhile doing is better the second time around anyway. This, too, will be part of the Evergreen 1.6 release, and will feature full MFHD compliance built on the code that David Fiander has been writing on behalf of Equinox. I should note that this first cut at serials is in some ways relatively basic; while the system in Evergreen 1.6 will be fully MFHD compliant, down to the point of letting you to edit an MFHD record to "check in" a new issue by adding a new 863 field, it won't associate barcodes with individual issues. Most of the database schema exists to support that, but there's still a large amount of code to be written on top of the schema and we need Something That Works Right Now :-) I'm confident that that's coming not too far down the road, though.

Finally, what would an academic library be without reserves? Art Rhyno (again!) has been working with Graham Fawcett for the past six months on Syrup - a really impressive melding of the world of electronic reserves and traditional physical library system reserves that uses SIP and Z39.50 to talk to Evergreen. Syrup is just about at a full boil now, so in a few more weeks we should have it deployed so that we can savour its sweetness through the relatively slow summer months before ensuring that the taste is just right for all of our incoming students and faculty in the fall.

by Dan Scott (dan@coffeecode.net) at May 11, 2009 09:21 PM

Equinox News

Greenwood Public Library (Ind.) Goes Evergreen

FOR IMMEDIATE RELEASE

Norcross, GA - May 11, 2009

Greenwood (Ind.) Public Library has gone live with Evergreen, the consortial-quality open-source library automation software. 27 libraries are now live on Evergreen Indiana, a shared-catalog project of the Indiana State Library. Equinox Software, Inc., the support and development company established by the original Evergreen developers, provided bumper-to-bumper support for the migrations and is now providing round-the-clock ongoing technical support. Alpha-G Consulting also provided support for the migration.

According to Margaret Hamilton, Director of Greenwood Public Library, "Any time public libraries join together in a spirit of cooperation and resource sharing it is a positive experience for library staff, users and taxpayers alike. I believe Evergreen Indiana will become the most important change agent for public libraries this state has ever seen."

"The unique, proven ability of Evergreen to scale to very large installations means the sky's the limit for Evergreen Indiana," said Brad LaJeunesse, Equinox company president. "They are already realizing the cost savings and benefits to users of very-large-scale resource sharing. And they continue to own their own data."

Located in Greenwood Indiana, The Greenwood Public Library has served local citizens for over 90 years. The library holds 129,000 bibliographic titles and serves nearly 20,000 patrons. The shared catalog for Evergreen Indiana is at http://evergreen.lib.in.us.

About Evergreen

Evergreen is consortial-quality, open-source library software initially developed to support Georgia PINES, a resource-sharing consortium with over 270 public libraries. Evergreen was designed from the ground up to be robust, fault-tolerant, service-oriented, and standards-based. Evergreen nimbly evolves to meet the needs of very large, high-transaction, multi-site consortia, while elegantly scaling down to the smallest library sites.

The growing, multinational Evergreen development community has shepherded Evergreen through a series of carefully-planned releases that have further strengthened Evergreen's consortial capabilities while adding popular and useful functionality. Evergreen 2.0, due out in 2009, will add acquisitions, serials, and reserves to Evergreen's outstanding functionality.

From its debut in September 2006, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Additional Evergreen implementations include consortial projects such as Michigan Evergreen and British Columbia SITKA, and libraries such as Kent County Public Library in Maryland, Marshall Public Library in Missouri, the National Weather Center Library, and the University of Prince Edward Island.

Other libraries contracting with Equinox software for future Evergreen services include King County Library System (a public library system in Washington State), the thirteen libraries of Natural Resources Canada, North Texas Regional Library System, and South Carolina LENDS, an 11-library consortium. A number of libraries "go it alone" with Evergreen by providing their own migration and support, which further demonstrates the power, ease, and reliability of this state-of-the-art library software.

For more information about Evergreen, see http://evergreen-ils.org.

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled developers and other professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Instead of one-size-fits-all support, Equinox works closely with libraries to ensure Evergreen is implemented in the manner that best fits their individual needs.

In addition to support, custom development and integration services, Equinox offers complete Evergreen hosting packages for libraries wishing to outsource their ILS infrastructure. Equinox also provides consulting services for libraries seeking more insight into the value proposition of open source software.

Press contact: Corinne Hall, corinne@esilibrary.com, 678-269-6113

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

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

p

May 11, 2009 12:00 PM

May 08, 2009

Michigan Evergreen

Michigan Evergreen flyer

Thanks to the design staff at Grand Rapids Public Library, we now have a handy Michigan Evergreen flyer to distribute to potential participating libraries.  Thanks Amanda and Kristen!

by Ruth Dukelow at May 08, 2009 06:09 PM

Warren Layton (Libre-arian)

The Michigan Evergreen Story in CL


Randy Dykhuis has an article in this month’s Collaborative Librarianship in which he discusses the history of the Michigan Library Consortium’s move to Evergreen (full text[PDF]). From the abstract:

“In 2008, seven Michigan public libraries migrated to Evergreen, an open source integrated library system developed by the Georgia Public Library Service. The Michigan Library Consortium and Grand Rapids Public Library provided the support, training, networking, and system administration for the system. This article examines the reasons for implementing an open source system and the challenges to running and sustaining it.”
An interesting read, particularly as I have just finished my first week working as a Systems Librarian at a library that recently migrated to Evergreen.

by Warren at May 08, 2009 02:31 PM

Equinox News

Ovid-Elsie Area Schools (Mich.) Go Live with Evergreen

FOR IMMEDIATE RELEASE

Norcross, GA - May 8, 2009 - CORRECTION

Ovid-Elsie Area Schools in Elsie, Michigan have gone live with Evergreen, the consortial-quality open-source library automation software. Equinox Software Inc., "The Evergreen Experts," oversaw data migration and software configuration.

Ovid-Elsie Area Schools will be using Evergreen in the Information Center (their high school/middle school library) and in the elementary school library. Ovid-Elsie Area Schools are also the first school libraries to join Michigan Evergreen, a shared-catalog project administered by the Michigan Library Consortium (MLC). Grand Rapids, Branch District, Niles District, and Traverse Area District Libraries all went live with Evergreen in 2008.

"Every week we watch the Evergreen community become more diverse," said Brad LaJeunesse, Equinox company president. "The Evergreen story is out: librarians worldwide, in all types of libraries, understand Evergreen's power, flexibility, and high return on investment."

Grand Rapids Public Library will oversee server maintenance, and MLC will provide support and training to the participating libraries. Equinox Software provides ongoing technical support to the Michigan Evergreen implementations.

The Ovid-Elsie Area Schools serve approximately 600 students and their catalog has over 46,000 bibliographic records. For more information about the Michigan Evergreen project, see the project wiki at http://mlcnet.org/wiki.

About Evergreen

Evergreen is consortial-quality, open-source library software initially developed to support Georgia PINES, a resource-sharing consortium of over 270 public libraries. Evergreen was designed from the ground up to be robust, fault-tolerant, service-oriented, and standards-based. Evergreen nimbly evolves to meet the needs of very large, high-transaction, multi-site consortia, while elegantly scaling down to the smallest library sites.

The growing, multinational Evergreen development community has shepherded Evergreen through a series of carefully-planned releases that have further strengthened Evergreen's consortial capabilities while adding popular and useful functionality. Evergreen 2.0, due out in 2009, will add acquisitions, serials, and reserves to Evergreen's outstanding functionality.

From its debut in September 2006, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Additional Evergreen implementations include consortial projects such as Evergreen Indiana, and British Columbia SITKA, and libraries such as Kent County Public Library in Maryland, Marshall Public Library in Missouri, the National Weather Center Library, and the University of Prince Edward Island.

Other libraries contracting with Equinox software for future Evergreen services include King County Library System (a public library system in Washington State), the thirteen libraries of Natural Resources Canada, the North Texas Regional Library System, and South Carolina LENDS, a newly-formed 11-library consortium. Additional libraries "go it alone" with Evergreen by providing their own migration and support, which further demonstrates the power, ease, reliability, and true openness of this state-of-the-art library software.

For more information about Evergreen, see http://evergreen-ils.org.

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled developers and other professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Instead of one-size-fits-all support, Equinox works closely with libraries to ensure Evergreen is implemented in the manner that best fits their individual needs.

In addition to support, custom development and integration services, Equinox offers complete Evergreen hosting packages for libraries wishing to outsource their ILS infrastructure. Equinox also provides consulting services for libraries seeking more insight into the value proposition of open source software.

Press contact: Corinne Hall, corinne@esilibrary.com, 678-269-6113

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

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

May 08, 2009 12:00 PM

May 06, 2009

Equinox News

Georgia PINES Survey: Evergreen Delivers

FOR IMMEDIATE RELEASE

ATLANTA - Georgia PINES, the statewide consortium powered by Evergreen open source library software, has achieved the highest-ever user satisfaction ratings in the five-year history of its annual survey. Based on the 2009 survey, 19 out of 20 respondents (95.6 percent) would recommend the Evergreen-powered PINES system to friends, according to Chris Sharp, PINES Program Manager.

PINES is a statewide consortium providing a shared catalog of nearly 10 million items to nearly 280 library outlets in nearly 140 counties, with a single library card that is welcomed in all member libraries. PINES, a project of Georgia Public Library Service, developed Evergreen software and launched it statewide in September, 2006. Evergreen is now used in hundreds of libraries worldwide.

Sharp added that more than four out of five (82.9 percent) use the catalog at least weekly to renew books online, place holds on books, determine fines, or see what items they have checked out.

92 percent of respondents - up from 77 percent prior to Evergreen's introduction - also agreed or strongly agreed with these statements:

  • It is easy to use the PINES online catalog.
  • I typically find what I am looking for using the PINES online catalog.
  • It is easy to determine if my library owns a particular item.
  • If my local library does not have an item I need, it is easy to find and obtain the item through the PINES system.
  • It is easy to renew my materials through the PINES online catalog.
  • I am satisfied with the PINES statewide library card system.

"This survey underscores the success of Evergreen," said Brad LaJeunesse, president of Equinox Software Inc., the support and development company for Evergreen founded by the original Evergreen developers. "Evergreen is user-friendly, powerful, and reliable, and opens the door to consortial sharing on a massive scale—a crucial capability in rough economic times."

Complete results of the 2009 PINES User Satisfaction Survey can be found online at http://www.georgialibraries.org/pines/aboutpines.

About Evergreen

Evergreen is consortial-quality, open-source library software initially developed to support Georgia PINES, a resource-sharing consortium with over 270 public libraries. Evergreen was designed from the ground up to be robust, fault-tolerant, service-oriented, and standards-based. Evergreen nimbly evolves to meet the needs of very large, high-transaction, multi-site consortia, while elegantly scaling down to the smallest library sites.

The growing, multinational Evergreen development community has shepherded Evergreen through a series of carefully-planned releases that have further strengthened Evergreen's consortial capabilities while adding popular and useful functionality. Evergreen 2.0, due out in 2009, will add acquisitions, serials, and reserves to Evergreen's outstanding functionality.

From its debut in September 2006, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Additional Evergreen implementations include consortial projects such as Michigan Evergreen, Evergreen Indiana, and British Columbia SITKA, and libraries such as Kent County Public Library in Maryland, Marshall Public Library in Missouri, the National Weather Center Library, and the University of Prince Edward Island. Other libraries contracting with Equinox software for future Evergreen services include King County Library System (a public library system in Washington State), the thirteen libraries of Natural Resources Canada, North Texas Regional Library System, and South Carolina LENDS, an 11-library consortium. A number of libraries “go it alone” with Evergreen by providing their own migration and support, which further demonstrates the power, ease, and reliability of this state-of-the-art library software.

For more information about Evergreen, see http://evergreen-ils.org.

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled developers and other professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Instead of one-size-fits-all support, Equinox works closely with libraries to ensure Evergreen is implemented in the manner that best fits their individual needs.

In addition to support, custom development and integration services, Equinox offers complete Evergreen hosting packages for libraries wishing to outsource their ILS infrastructure. Equinox also provides consulting services for libraries seeking more insight into the value proposition of open source software.

Press contact: Corinne Hall, corinne@esilibrary.com, 678-269-6113

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

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

May 06, 2009 12:00 PM

May 05, 2009

Evergreen community blog

Social Engagement at the Evergreen Conference

Just two weeks from tomorrow, Evergreen users will convene in Athens, Georgia for the first-ever Evergreen International Conference. (Gulp… two weeks?!) As of last Thursday, we had 133 registrants, not including exhibitors!

The conference committee conducted a survey to measure interest in various programs and activities. The results are fascinating…

* Nearly half of all attendees (or about 90% of the survey respondents) plan to report out the conference through social engagement channels such as Twitter, blogs, mailing lists, and Flickr. (Six of the programs will be videotaped, as well.) The Classic Center has free wifi, and we’re also working hard to ensure attendees have electrical power at their chairs and tables.

* Birds-of-a-Feather/Table Talk interest was very high, with some proposed topics getting nearly 40 votes. In descending order of interest, here’s the list from the survey (more can be proposed at the conference, of course!):

Migrations
Evergreen in Consortia
Training
Custom Development
Documentation (there is also a half-day discussion on documentation on 5/20)
Starting an Evergreen User Group
Starting an Evergreen Special Interest Group
Starting an Evergreen Foundation
Evergreen in Small Libraries
Internationalization
Telephony
Reports
System Administration

* Documentation is the leading hackfest topic (that may change when registration closes for Sysadmin Survival Training), with other topics being Meet with a Developer, and hands-on coding.

This is going to be one great conference!

by Karen at May 05, 2009 09:36 PM

Equinox Blog

Equinox on Twitter

Equinox now has a Twitter account: http://twitter.com/esilibrary

If you’re on Twitter, give us a follow! We’ll post Evergreen and Equinox news.

by Karen Schneider at May 05, 2009 09:21 PM

Equinox News

Equinox Software and PTFS Europe Form Evergreen Partnership

FOR IMMEDIATE RELEASE

Norcross, GA - May 5, 2009

Equinox Software Inc. and PTFS Europe are pleased to announce a partnership for Evergreen software in Europe. Evergreen, the consortial-quality, open source library automation software, has an increasingly strong presence in North America, with many Evergreen libraries contracting for support and other services through Equinox Software. The partnership between Equinox Software and PTFS Europe provides European libraries the option of selecting a regional company with decades of experience in library management systems for local Evergreen implementations and ongoing support.

"Most libraries are simply not resourced to carry out a system migration or its ongoing support without further help. That is precisely what we can provide," said Nick Dimant, Managing Director of PTFS Europe. Dimant added, "Embracing open source is about more than just the software. It is about a new way of working, an emphasis on partnership and collaboration with customers. In the current harsh economic climate the financial benefits of moving to open source are also clear."

"We are delighted to work with Nick and the PTFS Europe team in supporting Evergreen in Europe," said Bob Molyneux, Vice President of Business Development with Equinox Software. "We believe they will be a strong partner in extending the Evergreen community as it begins its expansion outside of North America."

About Evergreen

Evergreen is consortial-quality, open-source library software initially developed to support Georgia PINES, a resource-sharing consortium with over 270 public libraries. Evergreen was designed from the ground up to be robust, fault-tolerant, service-oriented, and standards-based. Evergreen nimbly evolves to meet the needs of very large, high-transaction, multi-site consortia, while elegantly scaling down to the smallest library sites.

The growing, multinational Evergreen development community has shepherded Evergreen through a series of carefully-planned releases that have further strengthened Evergreen's consortial capabilities while adding popular and useful functionality. Evergreen 2.0, due out in 2009, will add acquisitions, serials, and reserves to Evergreen's outstanding functionality.

From its debut in September 2006, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Over one hundred library systems are now running Evergreen, including consortial projects such as Michigan Evergreen, Evergreen Indiana, and British Columbia SITKA, as well as libraries such as Kent County Public Library in Maryland, Marshall Public Library in Missouri, the National Weather Center Library, and the University of Prince Edward Island.

Other libraries contracting with Equinox software for future Evergreen services include King County Library System (a public library system in Washington State), the thirteen libraries of Natural Resources Canada, North Texas Regional Library System, and South Carolina LENDS, an 11-library consortium. A number of libraries "go it alone" with Evergreen by providing their own migration and support, which further demonstrates the power, ease, and reliability of this state-of-the-art library software. For more information about Evergreen, see http://evergreen-ils.org.

About PTFS Europe

PTFS Europe is implementing and supporting the Evergreen and Koha open source library management systems as well as distributing and supporting the software products of PTFS, Inc., the leading provider of digital archiving solutions in North America.  PTFS Europe is able to provide the full range of services needed to implement a library or digital archival solution, including project management, installation, configuration, data conversion, scanning and digitisation, training and ongoing customer support.  For libraries who would prefer to outsource their IT provision, PTFS can also host Evergreen via its Software as a Service (SaaS) facility.

For more information on PTFS Europe, see http://ptfs-europe.com/.

Press Contact for PTFS Europe: Nick Dimant, nick.diman@ptfs-europe.com,

+44 (0) 800-756-68-3

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled developers and other professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Instead of one-size-fits-all support, Equinox works closely with libraries to ensure Evergreen is implemented in the manner that best fits their individual needs.

In addition to support, custom development and integration services, Equinox offers complete Evergreen hosting packages for libraries wishing to outsource their ILS infrastructure. Equinox also provides consulting services for libraries seeking more insight into the value proposition of open source software.

Press contact for Equinox Software: Corinne Hall, corinne@esilibrary.com, 678-269-6113

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

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

May 05, 2009 12:00 PM

May 04, 2009

Michigan Evergreen

Laingsburg Public Library to Go Live May 14, 2009!

The Laingsburg Public Library will go live on Evergreen on Thursday, May 14, 2009!

The laingsburg Public Library is sliding in as our ninth library to join the Michigan Library Project.  Originally planning on going live later this year, due to scheduling constraints, the staff at LPL graciously agreed to this much earlier “go live” date.

Welcome, Laingsburg!

by Evette at May 04, 2009 08:47 PM

Ovid-Elsie Area Schools Live on Evergreen!

Congratulation to Ovid-Elsie Area Schools for being one of the first school libraries to go live on the Evergreen Open Source Integrated Library System!

Ovid-Elsie Area Schools is the first system to go live on Evergreen through the Michigan Evergreen Project and Equinox Software, Inc. Our smoothest yet, Ovid-Elsie’s migration came off with only the most minute of hitches.

Welcome, Ovid-Elsie Area Schools!

by Evette at May 04, 2009 08:40 PM

Warren Layton (Libre-arian)

Back to Work – Day 1


Today is my first day of work since completing my MLIS. As much as I wanted to work on my professional development during my two-week “vacation” between the end of school and the start of my new career, I instead spent much of my time recharging my batteries and recuperating from my final term.

Now that I’m well rested, I’m very happy to be back in the working world. I’m back to working on Evergreen but I’ll be playing more of an internal support and maintenance role in the library now, which suits me just fine. Other, non-Evergreen tasks await, too. Should be fun!

by Warren at May 04, 2009 04:33 PM

April 28, 2009

Evergreen community blog

William Jessup University: a self-implemented Evergreen site

William Jessup University, in California’s Sierra Foothills, is one of a number of sites that install and maintain their own Evergreen implementations. They went live in January 2009, at the beginning of their spring semester.

It’s often said that you don’t have to go it alone with Evergreen — there are commercial support options — but another way to express this is that you CAN go it alone with Evergreen. The software is free to download, free to use, free to modify — and your data also remains free, rather than sequestered in some vendor’s system or “cloud.”

Kevin Pischke, William Jessup UKevin Pischke, Jessup’s library director, added some thoughts about Evergreen. “We were in need of a new ILS from the standpoint that our old ILS no longer met our needs as a growing academic library. We looked into various proprietary and open source options for a replacement. Ultimately, we choose Evergreen because it is a well-supported open source project with a growing focus on the needs of academic libraries.”

Going it alone with open source software requires good resources — and of course, good software. Library director Kevin Pischke said, “we could never have done it without our IT staff [particularly Jeff Green] and of course the quality of the Evergreen project. WJeff Green, William Jessup Ue are a small library with a solid IT staff to rely on for support; however, as a library director I had the peace of mind that I could always contract with Equinox if we need further professional support.”

Kevin shared some last thoughts about what they hope to get out of Evergreen International Conference. “I am hoping to connect with and learn from others using Evergreen,” said Jeff. “We have been doing so much on our own that to spend time with others in the same boat should be refreshing and exciting.”

(Editorial note: the Evergreen community needs a better name for these implementations than “self-implemented site!” Ideas?)

by Karen at April 28, 2009 08:04 PM

April 27, 2009

Evergreen Open Source ILS - Flickr stream

Kevin Pischke

Evergreen Open Source ILS posted a photo:

Kevin Pischke

Library Director, William Jessup University

by Evergreen Open Source ILS at April 27, 2009 01:16 PM

Jeff Green

Evergreen Open Source ILS posted a photo:

Jeff Green

IT Department, William Jessup University

by Evergreen Open Source ILS at April 27, 2009 01:16 PM

Equinox News

Evergreen Indiana Launches Two More Libraries, Bringing Total to 26

FOR IMMEDIATE RELEASE

Norcross, GA - April 27, 2009

Two more libraries in Indiana, Switzerland County Public Library and Carnegie Public Library of Steuben County, have gone live with Evergreen, the consortial-quality open-source library automation software. 26 libraries are now live on Evergreen Indiana, a shared-catalog project of the Indiana State Library. Equinox Software, Inc., the support and development company established by the original Evergreen developers, provided bumper-to-bumper support for the migrations and is now providing round-the-clock ongoing technical support.

"Our staff is very impressed at how easy and intuitive the staff interface is," said Sonya Dintaman, director of the Carnegie Public Library of Steuben County. "They especially like having more than one path to any function." Shannon Phipps, Director of Switzerland County Public Library, added, "Patrons are excited about the new opportunities that Evergreen will provide" such as bookbags, easy hold functions, and overdue 'preminders.'"

"Evergreen Indiana now represents the collective presence of 3.5 million annual circulations," said Brad LaJeunesse, Equinox company president. "This demonstrates the power of Evergreen to unite librarians economically and effectively into mass consortia, giving libraries tremendous return on investment."

Switzerland County Public Library is located in Vevay, Indiana, along the banks of the Ohio River. They have 47,000 bibliographic items and serve approximately 5,200 patrons. Carnegie Public Library is located in the northeast corner of Indiana. They have 59,500 bibliographic titles and serve about 10,400 patrons. The shared catalog for Evergreen Indiana is at http://evergreen.lib.in.us.

About Evergreen

Evergreen is consortial-quality, open-source library software initially developed to support Georgia PINES, a resource-sharing consortium with over 270 public libraries. Evergreen was designed from the ground up to be robust, fault-tolerant, service-oriented, and standards-based. Evergreen nimbly evolves to meet the needs of very large, high-transaction, multi-site consortia, while elegantly scaling down to the smallest library sites.

The growing, multinational Evergreen development community has shepherded Evergreen through a series of carefully-planned releases that have further strengthened Evergreen's consortial capabilities while adding popular and useful functionality. Evergreen 2.0, due out in 2009, will add acquisitions, serials, and reserves to Evergreen's outstanding functionality.

From its debut in September 2006, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Additional Evergreen implementations include consortial projects such as Michigan Evergreen and British Columbia SITKA, and libraries such as Kent County Public Library in Maryland, Marshall Public Library in Missouri, the National Weather Center Library, and the University of Prince Edward Island.

Other libraries contracting with Equinox software for future Evergreen services include King County Library System (a public library system in Washington State), the thirteen libraries of Natural Resources Canada, North Texas Regional Library System, and South Carolina LENDS, an 11-library consortium. A number of libraries "go it alone" with Evergreen by providing their own migration and support, which further demonstrates the power, ease, and reliability of this state-of-the-art library software.

For more information about Evergreen, see http://evergreen-ils.org.

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled developers and other professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Instead of one-size-fits-all support, Equinox works closely with libraries to ensure Evergreen is implemented in the manner that best fits their individual needs.

In addition to support, custom development and integration services, Equinox offers complete Evergreen hosting packages for libraries wishing to outsource their ILS infrastructure. Equinox also provides consulting services for libraries seeking more insight into the value proposition of open source software.

Press contact: Corinne Hall, corinne@esilibrary.com, 678-269-6113

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

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

April 27, 2009 12:00 PM

April 20, 2009

Equinox News

Salt Spring Island (B.C.) Public Library Goes Live with Evergreen

FOR IMMEDIATE RELEASE

Norcross, GA - April 20, 2009

Salt Spring Island Public Library has become the 15th library in British Columbia's SITKA consortium to go live with Evergreen, the consortial-quality open-source library automation software. Salt Spring Island Public Library's migration to Evergreen is one more step in a process that will see up to 34 SITKA libraries running Evergreen on a shared catalog by the end of 2009. Equinox Software Inc., the support and development company for Evergreen, is providing ongoing 24/7 technical support for SITKA's Evergreen implementations.

"SITKA exemplifies the power of Evergreen to pull libraries together into resource-sharing systems," said Brad LaJeunesse, Equinox company president. "Evergreen's consortial-based architecture and its growing feature set give Evergreen libraries outstanding return on investment."

SITKA is following a gradual approach to moving libraries over to Evergreen; libraries opt-in on their own schedules. Many libraries are anticipated to join over the next several years when their existing automation vendor contracts expire.

The idea of a library in Salt Spring Island first began in the early 1930s. Today the library serves 6,000 patrons and holds 51,000 bibliographic titles.

About Evergreen

Evergreen is consortial-quality, open-source library software initially developed to support Georgia PINES, a resource-sharing consortium with over 270 public libraries. Evergreen was designed from the ground up to be robust, fault-tolerant, service-oriented, and standards-based. Evergreen nimbly evolves to meet the needs of very large, high-transaction, multi-site consortia, while elegantly scaling down to the smallest library sites.

The growing, multinational Evergreen development community has shepherded Evergreen through a series of carefully-planned releases that have further strengthened Evergreen's consortial capabilities while adding popular and useful functionality. Evergreen 2.0, due out in 2009, will add acquisitions, serials, and reserves to Evergreen's outstanding functionality.

From its debut in September 2006, Evergreen has earned acclaim and praise from users worldwide, including a Technology Collaboration Award from the Andrew W. Mellon Foundation. Additional Evergreen implementations include other consortial projects such as Michigan Evergreen and Evergreen Indiana, and libraries such as Kent County Public Library in Maryland, Marshall Public Library in Missouri, the National Weather Center Library, and the University of Prince Edward Island.

Other libraries contracting with Equinox software for future Evergreen services include King County Library System (a public library system in Washington State), the thirteen libraries of Natural Resources Canada, North Texas Regional Library System, and the newly-formed, 11-library consortium, South Caroline LENDS. A number of libraries "go it alone" with Evergreen by providing their own migration and support, which further demonstrates the power, ease, and reliability of this state-of-the-art library software.

For more information about Evergreen, see http://evergreen-ils.org.

About Equinox Software, Inc.

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled developers and other professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Instead of one-size-fits-all support, Equinox works closely with libraries to ensure Evergreen is implemented in the manner that best fits their individual needs.

In addition to support, custom development and integration services, Equinox offers complete Evergreen hosting packages for libraries wishing to outsource their ILS infrastructure. Equinox also provides consulting services for libraries seeking more insight into the value proposition of open source software.

Press contact: Corinne Hall, corinne@esilibrary.com, 678-269-6113

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

Evergreen is open source software, freely licensed under the GNU GPL. Evergreen and the Evergreen logo are trademarks of the Georgia Public Library Service.

April 20, 2009 12:00 PM

April 16, 2009

Evergreen community blog

George Duimovich on the Evergreen conference and other topics

George Duimovich We recently spoke to George Duimovich about what he hopes to get out of the Evergreen International Conference (May 20-22, Athens, Georgia) and about his thoughts about open source in general. (Note: George is at Natural Resources Canada, which recently signed a contract with Equinox Software for Evergreen development, but his comments are his own, not NRCan’s.)

(Also see the Evergreen conference wiki for programs, keynotes, and other conference events.)

About the conference, George said,”This conference will be a major milestone for the Evergreen community and one for the history books I’m sure!” He added, “I think the conference is going to be an essential opportunity to talk about the present and future status of the Evergreen project, but also to further establish personal contacts and awareness of the user and developer communities. ”

About Evergreen’s advantages: “What many libraries want is to hit that ’sweet spot’ between the classic turn-key solution as well as having unrestricted developer-oriented possibilities when required. We view Evergreen as being the best-positioned to offer the better of both worlds, and ultimately, we anticipate that our staff and patrons will be best served by a system that we can better control, influence and support.”

About he benefits of participating in an open source community: “[This] has helped us to reach out to other libraries doing interesting and dynamic work. Our interest in collaborative technology at NRCan is more about supporting people working together than it is about the technology, and the open source model is one of several effective ways to achieve this. We also like the fact that Evergreen has an established and growing presence among Canadian academic and public libraries. For example, we were able to work with Laurentian University on contributing to the French language edition of Evergreen, and the results are now shared at no cost with the global Evergreen community.”

George added, “It’s also been incredibly refreshing to work with an ILS that from the get-go allows us to work with independent, local IT suppliers, allowing for a broader and more competitive network of service providers to rely on.”

Evergreen’s future: “One of the positives about moving to Evergreen is that you don’t have to be worried as much about the future of your ILS. Realistically, there are going to be concerns no matter what ILS you chose, but consider a practical example. One of the hottest and mosting interesting trends in library systems is the decoupling of your online catalog from your ILS. Evergreen comes with a built-in indexing engine that is very good and getting better all the time; nevertheless, your library may have local requirements to explore other open source or proprietary discovery alternatives (e.g. vuFind, Blacklight, Endeca, BiblioCommons, etc.). Since many ILSs offer only restricted access or have weak API ‘hooks’ into your data, many libraries face the prospect of having to “gamble” up front on a bet with a single vendor to do it all. And if their vendor’s search engine strategy falters, you’re left with limited, often costly options to improve upon the situation.

“Since we want to keep as many doors open as possible, we’re able to sit more comfortably with the knowledge that our data is stored in a vendor-neutral repository - and already, we see the marketplace is advancing with connector drivers for both open source and proprietary search solutions that can work with Evergreen (e.g. vuFind & Endeca). This also meant that we didn’t have to determine in advance the ‘ultimate’ discovery solution for our users right now, when we’re more focussed on short term challenges such as completing our first migration.”

“In the short to medium term, we’re hoping to see some key gaps filled (serials control for example), and longer term, we’d like to see how the community exploits the powerful, underlying general platform upon which Evergreen is built (for example, as a possible platform for non-MARC-compliant datasources, etc.).”

by Karen at April 16, 2009 09:51 AM

April 15, 2009

Evergreen community blog

Evergreen Newsletter, April 2009

The newsletter for Evergreen open source library software 

Volume 2, Issue 4 — April, 2009

April Means it’s Almost May!

And you know what that means — it’s less than 50 days to the first-ever Evergreen International Conference! Read more about it below.

As a reminder, we will also post this newsletter to the Evergreen general discussion list (see all Evergreen lists) and to the Evergreen blog. Cross-posting and forwarding is encouraged.

In This Issue…

Evergreen Out and About, Evergreen 1.4.0.4 Released, Evergreen Conference Highlights, Lyrasis Evergreen Classes, Documentation Update, Planet Evergreen, New Evergreen Libraries, Newsletter Administrivia

Out and About: An Evergreen Calendar

Let us know and we’ll add your “out and about with Evergreen” events to this calendar!

British Columbia Library Association (Burnaby, April 16-18) will feature a talk by Karen Schneider on creativity and open source. 

Evergreen International Conference (Athens, Georgia, May 20 - 22, 2009). Our first conference! Joe Lucia and Jessamyn West will be keynoting! See more about this exciting event below.

American Library Association Annual Conference (Chicago, Illinois, July 9-15). We’ll be exhibiting, meeting with people, and so forth!

WilsWorld (Madison, Wisconsin, July 28-29). Karen Schneider to do a plenary session. Karen spoke at one of the earliest WilsWorld conferences and is excited to return!

Past Conferences: The Computers in Libraries panel was a big success. It featured Ruth Dukelow of Michigan Evergreen, Karen Collier and Andrea Buntz-Neiman of Kent County Library, and Karen Schneider of Equinox Software, and we were all magnificent! The VTLS Users Group was also a fine event, and thanks again to VTLS for the opportunity to share about open source. Meanwhile, Equinox Software had a grand old time at the Texas Library Association conference, and many current and possibly future Evergreeners stopped by to say hi or share their Evergreen stories.

Evergreen 1.4.0.4 Released

Evergreen 1.4.0.4 (the latest in the 1.4.0* series) was released March 26, 2009 (see the feature list). 

Kent County, which is running a patched version of 1.4.0.3, played an instrumental role in testing the code that became 1.4.0.4. Kent is a relatively small Evergreen site, and their willingness to be guinea pigs helps everyone.

Karen Collier says, “There were two factors that prompted our early upgrade to the 1.4.x series. First, we wanted Vandelay, the new MARC importer feature within the staff client. Our Technical Services Librarian already loves the new capabilities. Secondly, we wanted a Z39.50 server so we could fully participate in our state’s resource sharing network. There’s a little more development required before that happens, but the Z server is a big step toward that goal.” A big thank you to Kent!

See the Evergreen download page for source code, staff client, images, and more. Have fun with the MARC record importer-exporter, the locale picker, and other great features — it’s a blast!

Remember that the Evergreen staff client needs to match the server version — a 1.4 staff client will not work with a 1.2 series server.

Evergreen International Conference, May 20-22, 2009

Register at http://www.lyrasis.org/evergreen

Also see the growing conference wiki where you can sign up for dine-arounds, table talks, etc.! 

Here are the top ten tidbits about this wonderful, can’t-miss conference:

1. Takes place May 20-22, 2009 at the Classic Center in Athens, Georgia, a very attractive university town with great restaurants and pubs, just one hour from the Atlanta airport. Accommodations are delightfully reasonable business hotels a comfy walking distance to the Classic Center.

2. Outstanding program lineup! You can see the full track on the conference wiki 

3. Fascinating keynote speakers: Joe Lucia of Villanova University (and Vufind fame), and Jessamyn West, noted librarian, technology advocate, blogger/writer, and champion of open source!

4. User led 5-minute lightning talks will spark up the conference, while Birds of a Feather sessions and breakfast Table Talks offer even more opportunities to commune with like-minded peers about topics of interest. Even if you don’t have a full 45-minute program to offer, you may have 5 minutes for sharing a great idea.

5. Wednesday, May 20 is an all-day Hackfest (no additional registration fee) in the comfortable environs of the Classic Center. Don’t be dissuaded by the word “hack”! If you have an idea and want quiet, wired space to explore it it with other colleagues, just plan on it. We already have several happening–including at least a half-day high-level discussion on documentation, and possibly a “survival skills” camp for sysadmins.

6. The conference kicks off the evening of May 21 with a Vendor Reception — just enough food to replenish you before you head out into the adorable environs of downtown Athens, with its pubs and restaurants. If you’re a vendor, note that the reception is a no-conflict event, so we can give your products lots of attention!

7. Sponsorship and exhibiting opportunities abound — sponsor at a specific level (Gold, Silver, Platinum), sponsor one of our many events, or just exhibit!

8. Add to all this, affordable accommodations in a very attractive walking town, superb local meal values, and free wifi at the Classic Center!

The 2009 Evergreen Conference is jointly coordinated by Georgia Public Library Service, Equinox Software, and Lyrasis. Also, special thanks to Karen Collier at Kent County Library, Maryland, for participating in the program review process.

Lyrasis Rolls Out More Evergreen Training Classes

Evergreen classes are being offered online by Lyrasis (nee Solinet) on the following dates and times:

May 6-7th Evergreen Cataloging Module. Two hours each day at 10:00am-12:00pm EST

May 27th Evergreen Guided Tour and Demo (Free).

June 4th Evergreen Admin and Stats Module. Two hours from 10:00am-12:00pm

Since October, Lyrasis, formerly known as SOLINET and PALINET, has taught close to 25 Evergreen classes with over 100 students! Lyrasis is dedicated to training and instructing Evergreen and welcomes your comments and suggestions for courses. All of our current course offerings are continuously updated and we plan on adding more courses to our catalog on future topics. Feel free to contact Lyrasis Instructors at Jennifer.bielewski@lyrasis.org or Jenny.Liberatore@lyrasis.org for comments or questions about Evergreen courses. We will be at the Evergreen Conference in Athens, GA and are excited to meet those of you attending!

Planet Evergreen

Can’t get enough news about Evergreen open source software? Subscribe to (or just read) Planet Evergreen, an aggregator for Evergreen-related posts, at http://planet.evergreen-ils.org . Have a blog that talks about Evergreen? To add your blog (or blog subset) to the Planet Evergreen blog aggregator, send email to Dan Scott at dan@coffeecode.net

Documentation Update

McMaster University intern Betty Ing has produced draft documentation for an Evergreen style manual and reserves documentation (yes! reserves is in work, along with serials and acquisitions). She produced this in Docbook XML. Karen Schneider will walk people through these proofs-of-concept at the conference “hackfest” on the afternoon of May 20.

Evergreen on Facebook

Evergreen has a growing Facebook group. We are now posting events to this group, such as the Evergreen conference and the ALA Midwinter get-together, as well as press releases for new Evergreen libraries and systems and other related news. The group now has over 280 members. If you’re on Facebook, join our group. If you aren’t on Facebook and you don’t think you’re the Facebook “type,” give it a try. You might be surprised by who’s on Facebook!

A Few Reminders

Webinars and videos: Don’t forget the section on the Evergreen wiki devoted to community-contributed documentation and tutorials. Dan Scott from Laurentian just added a video about reports.

Evergreen also has a Flickr set (don’t miss Bob Molyneux posing with two giant cats at TXLA): 

New Evergreen Libraries: Welcome Aboard!

This is a surprisingly quiet month for migrations, but hang on — there’s more coming down the pike! Also see the growing list of Evergreen libraries 

Self-implemented Sites:

William Jessup University, Rocklin, California (go Golden State!)

Up and Coming:

Evergreen open source library software will power SC LENDs (South Carolina Library Evergreen Network Delivery System), a statewide consortium for a massive shared catalog and other services spearheaded by the South Carolina State Library. 11 libraries will go live in 2011, making SC LENDS the second-largest Evergreen consortium. As noted earlier, King County Library System (in Washington State), Natural Resources Canada, and North Texas Regional Library System have signed contracts with Equinox. Welcome aboard!

Newsletter Administrivia

Feel free to forward, share, etc.!

The deadline for the Evergreen newsletter is the last working day before the first of the month… feel free to submit items earlier. The co-wranglers for this newsletter are Karen Schneider, Equinox Community Librarian and John Fink, Digital Technologies Development librarian at McMaster University.

 

by Karen at April 15, 2009 02:20 AM

April 13, 2009

Equinox Blog

Project Manager Position, Equinox Software

Equinox Software, a growing and dynamic software development and support company based in Norcross, Georgia, is seeking a talented and dedicated Project Manager.

We are looking for the following qualities in a candidate:

  • The ability to juggle many competing priorities in a fast-paced environment.
  • A high degree of comfort with leading meetings and conducting software demonstrations.
  • Excellent customer service ethic and the ability to work with customers from wildly different backgrounds and technology experience levels.
  • The ability to quickly learn complex technical subjects.
  • Experience with libraries, library automation software, and library automation system migrations software a plus.
  • MLS degree strongly preferred.

Primary responsibilities include:

  • Defines, monitors, and executes assigned projects.
  • Documents project progress and reports to customer and internal staff.
  • Facilitates communication between internal resources and clients.
  • Performs web and on-site demonstrations.

We offer a strong benefits package including family health, dental, and vision insurance, fully paid for by the company. We also offer a 401k plan with matching contributions. Salary starts at $50,000 a year but is negotiable and commensurate with experience.

Please send your resume, 3 professional references, and salary requirements to careers@esilibrary.com

About Equinox

Founded by the original Evergreen designers and developers, Equinox Software is a growing team of skilled developers and other professionals who provide comprehensive support for Evergreen, the consortial-quality, open source Integrated Library System (ILS). Equinox develops, supports, trains, migrates, integrates, and consults on Evergreen, and engages with the rapidly expanding Evergreen community. Instead of one-size-fits-all support, Equinox works closely with libraries to ensure Evergreen is implemented in the manner that best fits their individual needs.

by Karen Schneider at April 13, 2009 06:49 PM

Dan Scott (Coffee|Code) (Evergreen entries)

Evergreen iPhone application? Unnecessary!

This Easter weekend I had the opportunity to play with someone's iPod Touch. Of course, the only thing I tried was the Evergreen 1.4 catalogue interface. Lo and behold, it came up just fine on Safari in all of its heavily dynamic JavaScript and less-than-XHTML-compliant glory - even sporting several Dojo widgets. Nice. So we don't have to worry about writing an iPhone-specific application to access Evergreen; users of such devices can just use the normal dynamic catalogue with full functionality.

Evergreen doesn't fare quite as well with Microsoft's rather decrepit PocketExplorer browser on my HTC Touch smartphone (it's a Windows Mobile monstrosity, sigh), but it does work well with the Opera Mobile 9.5 beta browser. I eagerly anticipate the first good release of Fennec for Windows Mobile (coming soon!), as I'm confident that's going to improve my mobile Web browsing experience even further.

I predict that in another year or two the idea of building mobile-specific Web portals to complement your full-function Web site will be pretty passé. I already get really irritated when Web sites think they're being helpful by automatically redirecting my smartphone to an extremely limited interface; in most cases, the full site runs fine. Give me the option, sure, but don't force me down that path. As hardware costs continue to drop, and 3G networks expand, and more people upgrade to more capable mobile devices, one full-function Web site will be all we need--as long as that site is written in (X)HTML and CSS and JavaScript.

Those sites that decide to push core functionality into Flash or SilverLight, on the other hand, can go straight to hell, thankyouverymuch. I'm looking at you, PTOnTheNet. This is a site to which Lynn has been a paying customer for years. It recently announced that it was revising the Web site, which is all well and good. What's not so good is that they adopted SilverLight: not just for pretty effects here and there, but as a core technology. Problem: Lynn has been using Linux at home since I introduced her to it somewhere around eight years ago, and last year bought one of the early models of the Linux-based Asus EEE netbook. Not only did the site redesign destroy the personal training programs she had set up for her clients over the years (breaking site redesign rule #1: Thou shalt not destroy your clients' data), but it also renders her netbook useless for that site.

Even with the Moonlight plugin installed, it looks like the cretinous site developers are using detection scripts to prevent the plugin from even trying to render the content. With Linux-based netbooks on the rise--and with netbooks being the right form factor and price for personal trainers who want to throw them into their backpacks and not weep too bitterly if their netbook suffers the misfortune of being knocked around or sweated to death--this seems very much like a technology choice that was not based on the needs of the customers. Worst of all, they deliberately chose to exclude Linux, when a (X)HTML, CSS, and JavaScript platform would have supported almost any modern platform: not just Linux netbooks, but other mobile devices like the iPhone and smartphones that are so well-suited to the personal trainer. So, at least one customer is going to be walking away, and if there's a competing Web site out there that caters to a broader clientele, I bet there will be far more customers moving in that direction.

by Dan Scott (dan@coffeecode.net) at April 13, 2009 04:29 AM

April 09, 2009

Equinox Blog

Welcome Ben Ostrowsky to Equinox Software!

Ben Ben Ostrowsky is a new Technical Support Specialist at Equinox, expanding our tech services department to meet our growing clientele. Ben comes to us with a sizable amount of library and Evergreen-specific knowledge. Ben received his MLS from the University of South Florida 1998.

We asked Ben a few questions about open source, Equinox, and, of course, pets!

What interests you about working for Equinox?

I’m in my element here, working among library-loving geeks whom I adore. I’ve already used Evergreen for over a year and have gotten to know the folks who hang out in the #openils-evergreen IRC channel. I’d probably do this for free, but for heaven’s sake don’t tell Brad, because my landlord would be furious with me.

What is important about open source software?

Open source software, just like Creative Commons licensing, is a simple and fantastic way of building the culture we want to live in tomorrow. By explicitly allowing you to use the things I’ve contributed to the commons, I’m giving you the tools to do whatever you find most valuable. The more people who contribute to the commons, the more likely it is that someone has already solved a problem for you!

I can also poke around at the source code and see what’s going on. To paraphrase Audubon, I can solve problems more quickly by eliminating doubt as to which one is telling the truth.

Where do you see open source development in the next ten to fifteen years?

I’m going to answer “where” literally: kindergarten classrooms. In ten to fifteen years, little kids will earn grades (and not reprimands) for hacking in school.

When you get stuck on a problem how do you solve it?

1. Try to describe the problem — to yourself, and possibly to someone else.
2. Look for someone else who’s already solved a similar problem.
3. When in danger, when in doubt, run in circles, scream and shout. The squeaky wheel gets the worm, or something like that.
4. If, against all conceivable odds, the problem really is novel, break it down into its component parts. What steps should be happening? What processes should be taking the situation from one step to the next?
5. Examine your assumptions. As my high-school gym teacher said, when you assume something, you make us both look foolish. (He was never too sharp.)
6. Once you’ve made a change that you think has fixed the problem, consider breaking it again. That is, undo the supposed fix and make sure that the problem comes back. If it doesn’t, then you haven’t really found the problem. But make sure you know the likely consequences of breaking it again.
7. Write something, briefly, about the problem and how you solved it. Put that knowledge safely into a place where it can be found and archived by search engines. One of these days, someone else is going to desperately need to find that information-and if your brain is anything like mine, that someone else might be your future self.

What do you keep on your desk?

Not much — though this is historically unusual. Would anyone like to donate a chumby?

What do you do to chill out?

I find cooking very relaxing. When all the ingredients come together like an A-Team plan, there’s a Csíkszentmihályian sense of flow. Plus, at the end, you get to have a great meal.

Do you have any pets?

Ben's CatsI have two cats. The youngest, an orange tabby named Tabula Rasa — my wife Jodi is a philosopher, and it was either that or “Sophia” — joined our family last year. She had been abandoned in a bathroom by a departing tenant and found by the landord, days later, curling up in the sink. Tabula (”Beulah” for short) still loves bathroom sinks, and any other sources of running water. She also loves using her claws on Pied.

Pied has seniority over Beulah, but a previous owner declawed Pied, leaving evasion as her best defense. So instead of settling into a dreamy retirement, asymptotic to oblivion, she’s pounding ground in amazingly acrobatic chase scenes across the living room, my lap, and the china cabinet. Our kitten seems to have put a spark back into Pied’s life — if perhaps only a spark of mortal terror for her very hide.

Despite all this, they do miss us when we’re at work, and so I occasionally catch them during a moment of detente.

by Karen Schneider at April 09, 2009 03:53 PM

April 08, 2009

Evergreen Open Source ILS - Flickr stream