Open Source Integrated Library System

May 02, 2016

Rogan Hamby

Evergreen Conference 2016 and After Thoughts

Once a year I let some time pass from the Evergreen Conference before I try to capture my thoughts about it.  Finding myself in a contemplative mood this evening I finally decided to do it.  

What should I write about?  The NC Cardinal folks did a great job, it’s an insane amount of work and they tackled it well.  There were a lot of great presentations.  The hospitality staff running the meeting rooms at the Sheraton were wonderful.  The Resistance was the game of the conference and I had a great time playing it.  As a member of the response team I was heartened that I was unneeded.  Honestly, I’ve been to far larger library events where they should make a model of the balanced the relaxed environment and professionalism of the Evergreen conference.  I had a great time meeting new folks at breakfasts and dinners.

My SQL pre-conference workshop went well.  One person told me that I really helped them with things they had struggled with.  Another told me they used the notes from my workshop last year during the entire intervening year.  Being told things like that make all the work worth it.  

My statistics heavy presentation went well and I think I kept everyone awake even though by the end I had created more questions than I had answered.  I showed some clear relationships and likelihood of predictability of data if we can get enough data sets to compare and account for the variables influencing holds.  I think the data also clearly shows the value of sharing materials in a consortium.  I have a dozen thoughts on this that will be their own blog post at some point.

The biggest thing that stands out thinking back on it though is the lack of surprises.  In the early days of the Evergreen Conference I never quite felt like I knew what to expect.  Enthusiasm and passion for Evergreen are as strong now as they were at the very first Evergreen Conference but things have changed.  In the early days of the conference we had presentations about things like “How We Made Evergreen Work For Us.”  I stood at the front of the room doing a few of those myself.  Those are long gone.  The experiences, the presentations they reflect, for lack of a better term are matured.  So has Evergreen.  So has the community.

We don’t have everything figured out but we’re not trying to figure out if we can manage the challenges either.  

This weighs heavily on my thoughts because I saw an article that implied that open source software isn’t as mature as proprietary solutions.  I feel like the assumptions implicit were numerous and would take more time than I have here to deconstruct but again, might be a good future blog post or article.  

Obviously, the perception of non-users of the software and non-members of the community doesn’t sync up with that of those who do use it and are members of the community.  I’m not saying my feelings are universal but upon talking to others I know they are widely shared.  So, why?  

I believe Evergreen falls into a common pattern of technologies maturing.  Indeed, open source itself does.  Open source is a development methodology but it’s also a shared platform of technologies that build upon each other in chaotic way more akin to natural selection than design.  Why can people who see the adoption and maturation patterns of something like DVD players can't see that it isn’t that different for software?  I don’t know.  Much like my consortial data presentation I feel like I’m leaving this with more questions created than I’ve answered but maybe that’s a good sign that I’m on the right path.

by Rogan at May 02, 2016 12:19 AM

April 29, 2016

Evergreen community blog

Evergreen 2.10.2, 2.9.4, and 2.8.8 released

On behalf of 2.10 release maintainer Galen Charlton, 2.9 release maintainer Jason Stephenson, and 2.8 release maintainer Bill Erickson, we are pleased to announced the following releases:

All three releases are bugfix releases. With these releases, support for Debian Squeeze is dropped, as that release of Debian is no longer supported or available.  Also, 2.8.8 is the last scheduled release in the 2.8.x series, although future security releases may be made if warranted.

Please visit the downloads page to retrieve the server software and staff clients.

by Galen Charlton at April 29, 2016 02:39 PM

April 28, 2016

Equinox Blog and News

Two New Additions to NC Cardinal

FOR IMMEDIATE RELEASE
Duluth, GA–April 28, 2016

Equinox is proud to announce that NC Cardinal, one of the largest Evergreen Consortia, now has two new members.  Iredell County Public Library and Henderson County Public Library were recently migrated to Evergreen.  These two additions bring NC Cardinal’s total library count to 143.

Henderson County has six branches and migrated over 185,000 bib records along with almost 72,000 patrons.  Iredell County has three branches and migrated 173,000 bib records and almost 41,000 patrons.  Equinox performed the migration and data extract and will continue to provide support and training.  Both libraries are now using Acquisitions within NC Cardinal.

Trina Rushing, Director at Henderson County, had this to say about the move:  “It was a pleasure working with Equinox throughout our migration process. The staff were exceptionally helpful, knowledgeable, and willing to work with us to configure our data and settings in a manner that would most benefit our community. The administration is thrilled with the cost savings that the Evergreen ILS provides and our patrons are delighted with the resource sharing opportunities. It’s a win-win for everyone!”

Peggy Carter, Assistant Director at Iredell County, added:  “We’re excited to be a part of the NC Cardinal community and are looking forward to beginning resource sharing. We have enjoyed working with the NC Cardinal migration team and the Equinox staff members who helped with our migration. We have been “live” on NC Cardinal for a little more than a week now and I think we are proceeding nicely. We love being part of the Nest.”

Erica Rohlfs, Project Manager for Implementation at Equinox, remarked:  “Henderson and Iredell were amazing groups to work with during their migrations! Many staff members played an active role in the two projects. Henderson and Iredell are two sophisticated groups of librarians who thoroughly tested their data and quickly acclimated to Cardinal.”

About Equinox Software, Inc.

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

About Evergreen

Evergreen is an award-winning ILS developed with the intent of providing an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, almost 1200 libraries across the US and Canada are using Evergreen including NC Cardinal, SC Lends, and B.C. Sitka.
For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org.

About Sequoia

Sequoia is a cloud-based library solutions platform for Evergreen, Koha, FulfILLment, and more, providing the highest possible uptime, performance, and capabilities of any library automation platform available. Sequoia was designed by Equinox engineers in order to ensure that our customers are always running the most stable, up to date version of the software they choose.
For more information on Sequoia, please visit http://esilibrary.com/what-we-do/sequoia/

by Sara at April 28, 2016 06:12 PM

April 26, 2016

Evergreen Indiana

Weekly Update — April 26, 2016

Evergreen International 2016

EVGILS16Collage
Evergreen Indiana had 5 representatives at this year’s Evergreen International Annual Conference in Raleigh, NC. Congratulations again to our scholarship winners, Sarah Childs and Jocelyn Lewis! We came back with a lot of ideas for our consortium and for next year’s conference! Evergreen Indiana will be co-hosting the conference next year in Covington, KY, so please watch for announcements about how to get involved in this inspiring and fun event!

Calling All Catalogers: Spring Roundtable

Coming on May 19, 2016: Experienced Evergreen Indiana cataloguers will guide you through the screen information and many uses for Item Status and Copy Buckets. Whether you’re making batch item edits, batch call number changes, tracking special items, or deleting items, these two features are powerful tools to help make catalogue maintenance easier in Evergreen Indiana.

Registration is open; please use the links below in the Upcoming Trainings section.

Migration News

The Eckhart Public Library and Garrett Public Library migrations have been tentatively scheduled for August 1, 2016.

Deadlines

Our vendor has requested a change to our barcode/library card contract which would significantly increase the price. We are in active negotiations, but recommend that you plan on using the May pool if you want to lock in the current pricing ($.20/card). The pool will open on May 2, please prepare your orders now.

Upcoming Evergreen Indiana Training Opportunities

May 19
Spring Cataloging Roundtable, 10am-Noon, Webinar (1 TLEU)
June 28
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 30
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at April 26, 2016 08:08 PM

April 22, 2016

Evergreen community blog

Evergreen Community Releases 2015 Annual Report

The Evergreen community released its 2015 Annual Report this morning during the 2016 International Evergreen Conference in Raleigh, North Carolina.

The annual report highlights a busy year for Evergreen with 60 new library locations moving to the system, bringing the total number of known Evergreen libraries to nearly 1,800.  In addition to two new feature releases, 2015 also saw a lot of work completed for the new web-based staff client, which is scheduled to be ready to replace the current staff client in Spring 2017.

The annual report is available from the Evergreen web site at https://evergreen-ils.org/wp-content/uploads/2016/04/Evergreen%20Annual%20Report%202015%20Max%20Resolution.pdf

A printer-friendly version of the report is available at https://evergreen-ils.org/wp-content/uploads/2016/04/Evergreen%20Annual%20Report%202015%20Print%20Version.pdf

 

by Kathy Lussier at April 22, 2016 02:12 PM

April 18, 2016

Evergreen Indiana

Weekly Update — April 18, 2016

Welcome Starke County!

On April 13, 2016, Starke County Public Library System opened their doors as an Evergreen Indiana library! Adding 4 locations and approximately 100,000 items to the consortium statistics, Starke County is the 108th active member of Evergreen Indiana. Our thanks go out to neighboring libraries Culver-Union Township, Fulton County, and Newton County for sending staff to support our newest member library.
Collage-web

Support Notice

A post-migration deduplication reduced the total catalog count by approximately 65K records. The match and merge rate for Starke County’s records was nearly 50%!

We’ll be attending the 2016 Evergreen International Conference this week, so please allow a bit of additional time for responses to queries and tickets.

Deadlines

The next barcode/library card pool opens on May 2. Please check your stocks now!

Upcoming Evergreen Indiana Training Opportunities

May 19
Spring Cataloging Roundtable, 10am-Noon, Webinar (1 TLEU)
June 28
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 30
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at April 18, 2016 07:35 PM

April 17, 2016

Rogan Hamby

Sound and Fury: Choosing an ILS

I published this article a few years ago in Computers in Libraries.  Nothing in it will be revelatory for most open source advocates but at the time I got a lot of feedback from librarians that it was useful.  CiL's exclusive publication window is long since past and I just thought of it the other day so I thought I would re-publish it here.  Four years later I still think it's spot on though I would probably make some changes to either shorten it more or make it longer with practical examples.  


Few decisions cause a library director to fret more than choosing a new integrated library system (ILS).  A new ILS is expensive in money, staff, time and stress no matter what you acquire.  Additionally, the wrong choice can bear costs in morale with lasting consequences.  Sometimes it is easy to identify which ILS is wrong for you - the contract costs are too high or maybe the features are not present that you need.  But, too often selecting the right one is like going to a car dealership where everyone speaks in tongues and the price lists are encrypted.

This is the result of a decade of market disruption.  Once upon a time proprietary ILS vendors were not optional.  Picking the right ILS was fraught with danger but not conceptually difficult.  Two changes in the market have had an enormous impact.  One of these, the growth of applications as services has added new options to the ILS selection process.  However, it has been the growth of open source ILSes, such as Koha and Evergreen that have made it necessary to rethink the selection process. 

Choosing between an open source and a proprietary solution is not a choice between peaches and pineapples.  Frequently, it is assumed that the two types of ILSes cannot be evaluated by the same criteria.  In fact, they can be.  Although they result from radically different economic models and divergent philosophies, in the end both are products and services that can be defined by a library's needs and resources for the purposes of acquiring.  Four major criteria must be compared - product cost, features, communities and support.  Until open source disrupted the ILS market one could safely ignore communities.  The community of a proprietary ILS product might have added value but it was unlikely to either make or break the selection of an ILS.  Now community plays a much more important role but that will come after we look at the other criteria. 

Perhaps the first thing to dispel is the myth that open source should be discussed as the cheap option. The wise library administrator will realize that while many of the best things in life are free, your ILS isn't going to be one of them.  Your cost won't always be in legal currency.  I have met staff so traumatized by a bad migration that they are still visibly shaken years later by what is now a stable and reliable tool.  The library has paid an ongoing price in terms of post traumatic stress and that cost can be too high.  The best migration is pointless if the library's experience falls apart within a year or two causing the whole thing to happen again - an experience I've seen happen with both open source and proprietary.

Each of the four criteria can have multiple metrics as well as multiple vectors to plot them on for both a migration and on going support.  In the end a data set for ILS selection should probably look more like a scatter chart than a report card. Now, can we simplify the process?  The answer is yes.  A detailed consideration would be worthy of it's own book but by taking a few conservative shortcuts we can sketch a road map for your selection process in a period of time that isn't comparable to earning another master's degree.  For example, we will assume that you have the same vendor handle a migration as ongoing support.  This will not be a road map for the adventurous.  This is for those whose boards will require that all core functions work on the day of go live with minimal surprises.  And being conservative does not exclude you from an open source solution.

First, do a needs assessment.  This is the point at which many upgrade processes fail.  Rather than say something like "we need acquisitions" or "we need EDI" do use cases and narratives.  These should create an unambiguous picture of your needs.  Be careful to not attempt to recreate your existing ILS.  This is the point at which libraries realize how deeply embedded their current ILS is in their operations.  The documents you produce at this stage will be used extensively in working with vendors.  Be honest about what you need and what is merely on a wish list.

Now, find your vendors.  Don't even worry about the ILS itself yet.  That may sound heretical in an ILS selection process but you need to safeguard from fixating on a single product and not evaluating honestly.  Fixate on your needs instead. Some vendors will support multiple ILSes and at this stage you are looking at who can provide support during a migration and ongoing.  Look at each vendor's ability to support hardware, provide reliable access, and expertise with the ILS, their ability to find solutions, their training resources and expertise at setting a system up.  Do yourself a favor and look in depth at their experience with data migration - it is surprisingly hard to do well.  Do not let a vendor make vague promises about your data.    Looking at vendors before solutions may seem to be putting the cart before the horse but in the long run the greatest frustration most libraries have with an ILS doesn't stem from software but support.  At this point you should also rank yourself as a vendor to see if you want to fill some of these support roles yourself.  Be honest about your ability to sustain support.  Many libraries begin projects that falter when key personnel leave because the skills are not part of the institution.

Many open source advocates argue that support is an inherent advantage of open source.  Some libraries delay leaving an ILS they are unsatisfied with the support of due to the stresses of migration.  If you use a vendor for support of an open source ILS they cannot lock you into the ILS itself.   Once your contract is up, if you leave a support vendor and extract your data you can import rather than migrate your data into a new system.  That ease of changing support vendors without changing software means that open source support companies have to compete on the basis of support because the threshold of difficulty for the library leaving is reduced by orders of magnitude.

The next step is to define what kind of support contract you want.  Do you want a local install with minimal support, do you want local with remote administration or perhaps an application as service where you sign a check and everything is just made to happen.  At this point evaluating yourself, as a potential vendor, will help you determine if you want to exclude yourself.  A product supported fully by a reputable vendor with skilled support staff is what you're looking for.  Increasingly, the choice most libraries make is buying an application as service.  Vendors can take advantage of high capacity Internet connections and big virtualization systems to achieve economies of scale and offer remote hosted ILS services much cheaper than a library can locally offer it.  But, you may have factors, such as response times needed, which make a local installation more attractive.  Knowing what kind of support contract you need you can begin looking at the packages offered by the vendors and dramatically simplify the rest of the process.

Next, make two lists to look at support and features separately.  Vendors need their feet put to the fire to answer if they can fill your needs, which is why the use cases and narratives are critical.  Find out what the vendors' uptime guarantees are, what their response times are and what tiers of support they offer.  For example, do they handle user interface level troubleshooting, will they do custom development to solve issues, or do they simply do systems administration?  What services do they offer during the migration?  Can they extract your old data?  Can they offer project management or training?  Will they offer documentation?  Now, some of these resources may originate in part or whole from a community but at this point worry about the availability through the vendor and their obligation to you to make it happen.  List the support levels of each vendor.  Go back to Buying An ILS 101, call references and do every other thing you would do with any big-ticket purchase.  

Parallel to support, review the ILSes themselves and isolate what software will be viable for you.  Make sure the vendors support those features and how you want to use them.  I've had clients spend a lot of time preparing to move to a system only to have their vendor say, "we don't support serials" even though the ILS has the functionality.  Return to those use cases and narratives your staff developed earlier.  While sharing the use cases get a detailed analysis of what your narrative experience using the ILS(s) will be.  If they can build a comparative scaled system (number of patron, bib, copy records, etc..) for you to test against this is critical for applications as services.  More than one library has been burned by not seeing their data run at scale and not doing hands on features testing.

Think about future features too.  Will there be things you can't anticipate or live without?  Will the new social network that everyone gushes over be critical two years from now?  Can the company you are working with provide you with development options?  If not, then open source may provide you with other kinds of development paths depending upon the community surrounding it.  What about wish list features?  Maybe like William Henley you want to be the captain of your own soul, or at least ILS.  Ask yourself if you want to make changes to the software and control those changes in the future.  If the answer is a firm yes, then you probably want an open source ILS and will need to allocate resources for development.  Don't automatically discount a proprietary vendor but giving you that control is not usually a part of their business model.

It is also worth asking if you want to be part of a consortium.   Although really large resource sharing consortiums aren't unique to open source they do seem to be more common with growths in the Evergreen community, like SCLENDS.  Materials sharing may or may not be on your agenda but adding to an existing installation has a lot of advantages including a built in local community to draw on.  

Since applications as services are delivered over Internet connections it is important to know the impact they will have on your connection.  Prolonged profiling will tell you when you may have interruptions in service and what delays in response time you may have.  Map obscure phrases like "ping times" and "drop rates" to real measurements like "it will take 2 seconds to check out an item."  Often time, work flows can be adjusted to handle the increased latency from moving an ILS from inside your network to remote hosting but an unexpected impact like that can heavily damage morale.  This is a time to bring in heavy-duty network expertise and make sure they go over issues with a fine tooth comb.

Finally, we get to every library's least favorite topic that isn't protected by confidentiality laws: budgets.  Take those support options and the ILSes by the vendors you find acceptable and map them against how much you have to spend.  Any that you can't afford, toss.  What you're left with is ILSes that will work for you, companies you can trust to support you and an experience you can afford.  Be wary of rushing into support contracts for applications as services though.  Compare your costs across the lifespan of the longest contract you would have to sign - which should be three years.  A longer contract than that which locks you in should be a concern.  Make sure there are guarantees about maximum rate increases and reasonable rates for extracting data. 

Many an ILS has been chosen because the library administrator feels overwhelmed.  An implementation by the current ILS vendor can seem like an easy and safe choice. That is a poor assumption to make.  In the course of development or corporate acquisitions sometimes the upgrade path defined by a vendor is actually to a whole new product.  When that happens an upgrade is really a migration.  So, donÕt be deceived by the potential level of difficulty of the project.  Vendors like to define upgrade paths because they know many local governments provide clauses that allow organizations to upgrade without going through a competitive bid process.  ThatÕs also how you can get stuck doing two migrations in two years Ð something no one wants to do.

At this point you may be ready to select an ILS but you should take one more step.  So far we have flattened out the modern twists to ILS selection and used a model built on common sense.  The next criterion is not a leap into uncommon sense but it is much harder to define.  Evaluating community requires the administrator to understand how their staff as professionals will interact with a larger community rather than perform workflows.  Community is not an open source specific criteria though it might be more central to those ILSes.  The communities of proprietary ILSes can be hampered or facilitated by the corporation linked to the ILS.  Open source ILSes are built by their communities but may still have large corporate presences.  When evaluating those dynamics don't frame the discussion as business versus community, as that's a false comparison.  Evaluate the businesses as members of the community by their actions and consider that when developing a picture of the whole community.  

As you investigate vendors, how they interact with communities might tell you something about the character of the company.  Does it allow for independent user groups and conferences?  Are there emails lists and public forums?  Are there places to share and ask questions of others who use the ILS?  Some proprietary ILS vendors have encouraged these things and allowed outside repositories for documents.  In open source communities these are the norm.  Do not underestimate the value of community.  Not only do ILS communities help you make the most of one of the largest pieces of your infrastructure but also an active engaged community can be invaluable for the professional development of your staff.

Look at your resources and ask if you are the kind of organization that is ready to be part of a larger community or if you prefer to play alone on your own ball field.  Sometimes it is the larger libraries that are less prepared to be strong community members because they are accustomed to making decisions as an independent entity.   In the end you may choose to leave community out of your considerations for an ILS selection. However, at least some awareness of the larger community should always be there, to compare experiences with a vendor at the very least.  If you are using an open source ILS vendor and you successfully vetted them they should be involved in the community and may be a gateway to you becoming involved in the future if your priorities change.

At this point you have decided on the viability of a given ILS migration and looked at communities as added value.  Do you need a tiebreaker query?  If you do look at what your gut tells you.  The truth is that for all of our development as a species we still sometimes process information subconsciously and have gut instincts that lead us well. Do you have a philosophical leaning towards open source?  Does one vendor click as a partner? 
 
If you are willing to endure some hardships you can play fast and loose with this process.  Risks can pay off but it's a luxury most boards don't give their directors.  Open source succeeds where it is the best solution, not because of philosophical biases just as commercial software succeeds when it does so on quality, not on spreading fear, uncertainty and doubt about competition. As we look critically at these solutions, their vendors and communities we also have to look to the future.  Mark Twain said a sure way to look a fool is to try to predict the future.  But we need a sense of how the future of these ILSes will unfold since we will be tied to one once we make that selection.  Communities and companies can be filled with amazing people who can make all the difference, and they can fall apart.  Engagement with partners in companies and communities are where we will the future unfolding.  We need to remain aware of these dynamics - they are often why we end up moving to a new ILS after all.

by Rogan at April 17, 2016 11:21 PM

April 15, 2016

Equinox Blog and News

Pack Up The Party Bus!

With the Code4Lib and PLA Conferences behind us, we’re now looking ahead to the Evergreen International Conference coming up on April 20.  As you could probably guess, this is our favorite conference of the year!  We love Evergreen and we love sharing things we’ve learned.  Plus it gathers some of our favorite Evergreen aficionados in one place!  

For 2016, Equinox is proud to be a Platinum Sponsor.  We’re also sponsoring the Development Hackfest.  In addition to our sponsorship roles, the Equinox team is participating in a combined nineteen presentations out of the forty scheduled for the conference. Here’s a sneak peek into those presentations:

  • SQL for Humans (Rogan Hamby, Data and Project Analyst, Equinox Software, Inc.)
  • Mashcat in Evergreen (Galen Charlton, Infrastructure and Added Services Manager, Equinox Software, Inc.)
  • Introduction to the Evergreen Community (Ruth Frasur, Hagerstown-Jefferson Township Library; Kathy Lussier, MassLNC; Shae Tetterton, Equinox Software, Inc.)
  • Digging Deeper: Acquisition Reports in Evergreen (Angela Kilsdonk, Equinox Software, Inc.)
  • Staging Migrations and Data Updates for Success (Jason Etheridge, Equinox Software, Inc.)
  • A Tale of Two Consortiums (Rogan Hamby, Equinox Software, Inc.)
  • A More Practical Serials Walkthrough (Erica Rohlfs, Equinox Software, Inc.)
  • SQL for Dummies (John Yorio and Dale Rigney, Equinox Software, Inc.)
  • It Turns Out That This is a Popularity Contest, After All (Mike Rylander, Equinox Software, Inc.)
  • We Are Family:  Working Together to Make Consortial Policy Decisions (Shae Tetterton, Equinox Software, Inc.)
  • Encouraging Participation in Evergreen II:  Tools and Resources (and badges!) (Grace Dunbar, Equinox Software, Inc.)
  • Metadata Abattoir:  Prime Cuts of MARC (Mike Rylander, Equinox Software, Inc.)
  • Serials Roundtable (Erica Rohlfs, Equinox Software, Inc.)
  • Back to the Future:  The Historical Evolution of Evergreen’s Code and Infrastructure (Mike Rylander and Jason Etheridge, Equinox Software, Inc; Bill Erickson, King County Library System)
  • Fund Fun:  How to Set Up and Manage Funds in Acquisitions (Angela Kilsdonk, Equinox Software, Inc.)
  • Not Your High School Geometry Class:  How to Develop for the Browser Client with AngularJS (Galen Charlton and Mike Rylander, Equinox Software, Inc; Bill Erickson, King County Library System)
  • To Dream the Impossible Dream:  Collaborating to Achieve Shared Vision (Grace Dunbar and Mike Rylander, Equinox Software, Inc.)
  • The Catalog Forester:  Managing Authority Records in Evergreen, Singly and In Batch (Galen Charlton and Mary Jinglewski, Equinox Software, Inc; Chad Cluff, Backstage Library Works)
  • Many Trees, Each Different:  Sprucing Up Your Evergreen TPAC (James Keenan, C/W MARS; John Yorio and Dale Rigney, Equinox Software, Inc.)

The Equinox Team will be loading up in the Party Bus (No, we’re not kidding) on Tuesday, April 19.  Hope to see you all in Raleigh!  Follow along at home using the #evgils16 hashtag on Twitter/Facebook.

by Sara at April 15, 2016 06:44 PM

Dan Scott (Coffee|Code) (Evergreen entries)

Querying Evergreen from Google Sheets with custom functions via Apps Script

Our staff were recently asked to check thousands of ISBNs to find out if we already have the corresponding books in our catalogue. They in turn asked me if I could run a script that would check it for them. It makes me happy to work with people who believe in better living through automation (and saving their time to focus on tasks that only humans can really achieve).

Rather than taking the approach that I normally would, which would be to just load the ISBNs into a table in our Evergreen database and then run some queries to take care of the task as a one-off, I opted to try for an approach that would enable others to run these sort of adhoc reports themselves. As with most libraries, I suspect, we work with spreadsheets a lot--and as our university has adopted Google Apps for Education, we are slowly using Google Sheets more to enable collaboration. So I was interested in figuring out how to build a custom function that would look for the ISBN and then return a simple "Yes" or "No" value according to what it finds.

Evergreen has a robust SRU interface, which makes it easy to run complex queries and get predictable output back, and it normalizes ISBNs in the index so that a search for an 10-digit ISBN will return results for the corresponding 13-digit ISBN. That made figuring out the lookup part of the job easy; after that, I just needed to figure out how to create a custom function in Google Sheets.

As it turns out, there's a dead-simple introductory tutorial for creating a custom function in Apps Script which tells you how to create a new function. And to make a call to a web service, there's the URLFetchApp class. After that, it's a matter of basic JavaScript. In the end, my custom function looks like the following:


/**
* A custom function that checks for an ISBN in Evergreen
*
* Returns "Yes" if there is a match, or "No" if there is no match
*/
function checkForISBN(isbn) {
  var hostname = 'https://example.org';
  var urlBase = hostname + '/opac/extras/sru';

  /* Supply a numeric or shortname library identifier 
   * to restrict the search to that part of the organization
   */
  var libraryID = '103';
  if (libraryID) {
    urlBase += '/' + libraryID;
  }
  urlBase += '?version=1.1&operation=searchRetrieve&maximumRecords=1&query=';
  
  var q = encodeURIComponent('identifier|isbn:' + isbn);
  var url = urlBase + q;
  var response = UrlFetchApp.fetch(url);
  if (response.getContentText().search('1') > -1) {
    return "Yes";
  }
  return "No";
}

Then I just add a column beside the column with ISBN values and invoke the function as (for example) =CheckForISBN(C2).

CheckForISBN() function being invoked in a Google Sheet

Given a bit more time, it would be easy to tweak the function to make it more robust, offer variant search types, and contribute it as a module to the Chrome Web Store "Sheet Add-ons" section, but for now I thought you might be interested in it.

Caveats: With thousands of ISBNs to check, occasionally you'll get an HTTP response error ("#ERROR") in the column. You can just paste the formula back in again and it will resubmit the query. The sheet also seems to resubmit the request on a periodic basis, so some of your "Yes" or "No" values might change to "#ERROR" as a result.

by Dan Scott (dan@coffeecode.net) at April 15, 2016 06:36 PM

April 12, 2016

Evergreen community blog

Statement on North Carolina House Bill 2

Due to the recent passage of House Bill 2 in North Carolina, the Evergreen Oversight Board, on behalf of the Evergreen Project, has released the following statement. Our main concern is that our conference is a safe and inclusive space for all Evergreen Community members. While other organizations have cancelled their conferences in North Carolina over this matter, our conference was simply too imminent to move or cancel without significant harm to the Project and its members. Please feel free to contact the Evergreen Oversight Board if you have any questions about this statement.

Sincerely,
Grace Dunbar
Chair, Evergreen Oversight Board


Per the Evergreen Project’s Event Code of Conduct Evergreen event organizers are dedicated to providing a harassment-free experience for everyone, regardless of gender, gender identity and expression, sexual orientation, disability, physical appearance, body size, race, age or religion. We do not tolerate harassment of event participants in any form. It is now important to reemphasize that commitment.

In particular, the Evergreen Oversight Board is disappointed that the North Carolina General Assembly has chosen to pass legislation that nullifies city ordinances that protect LGBT individuals from discrimination, including one such ordinance passed by the Raleigh City Council. Since the 2016 Evergreen Conference is to be held in Raleigh, the Oversight Board is taking the following steps to protect conference attendees:

  • We are working with the conference venue and hotels to ensure that their staff and organizations will not discriminate on the basis of gender, gender identity and expression, sexual orientation, disability, physical appearance, body size, race, age or religion.
  • Members of the Evergreen Safety Committee will be available at the conference to advocate for and assist conference attendees, including accompanying attendees to and from the conference venues.
  • The Evergreen Project, via its fiscal agent Software Freedom Conservancy, will refund in full registrations from individuals who feel that they can no longer safely attend the conference. We’re committed to processing refunds requested on this basis, but it will take us some time to process them. Please be patient if you request a refund.

by Grace Dunbar at April 12, 2016 03:04 PM

April 08, 2016

Evergreen community blog

Tell Us About Your Evergreen Library / Consortium

The Evergreen Outreach Committee is asking anyone who can to respond to the first annual community survey. If you are a member of a consortium we only need one response for the entire consortium.

The information is for an annual report that we will present at the conference each year. Additionally, the information will help us have a better image of the community as a whole. We will also use it to create materials aimed at creating an accurate picture of our community.

We have kept the survey short and simple and should only take a few moments. Thank you in advance.

The survey can be accessed here: https://www.surveymonkey.com/r/5MZWBYY.

by Kathy Lussier at April 08, 2016 05:18 PM

April 05, 2016

Evergreen Indiana

Weekly Update — April 5, 2016

Another Delightful Conference!

Over 130 EI staff participated in another wonderful Evergreen Indiana Annual Conference. Our heartfelt thanks go out to our fantastic presenters for their outstanding work! The presentation materials will be posted to the Conference page for review in the coming weeks. LEU certificates will be released and additional photos posted shortly!

Collage1

Committee News

The Executive Committee met Thursday, March 31, 2016 at the Indiana State Library. This meeting was recorded and is available for review. A supplemental recap will be released on the Support listserv.

Committee meetings are open, and libraries are encouraged to send attendees to provide additional feedback.

Migration News

Starke County Public Library will be going live in Evergreen Indiana over April 12-13, 2016. A modified cataloging freeze will be in place April 8 (evening)-12, 2016. Please watch the Support and Cataloging lists for the lift announcement.

Support Notice

The Evergreen Indiana servers will be offline for brief maintenance 9:15pm-12am on Thursday, April 7, 2016. We apologize for any inconvenience.

Deadlines

Register to join vendor reps on Thursday, April 7th, 11am EDT and discover Learning Bird: https://attendee.gotowebinar.com/register/8599290709993265156

Upcoming Evergreen Indiana Training Opportunities

May 19
Spring Cataloging Roundtable, 10am-Noon, Webinar (1 TLEU)
June 28
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 30
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at April 05, 2016 08:24 PM

April 02, 2016

MVLC Evergreen

pingest.pl Gets a New Option

In case you're using pingest.pl from MVLC's Evergreen utilities repository, then you might be interested to know that it got a new option this week:

--pipe
         Read record IDs to reingest from standard input.
         This option conflicts with --start-id and/or --end-id.


This new option allows you to run a custom query to feed record ids to pingest.pl. For instance, assuming you have a query that returns bibliographic record ids in a text file called query.sql, you could use a command line like the following to ingest the records corresponding to the ids returned from the query:

    psql -q -t -f query.sql | pingest.pl --pipe

In the absence of the --pipe option, pingest.pl continues to use its internal query to determine what records to ingest.

In case you are new here and don't know what all this record ingestion is about, this is Evergreen-speak for generating the indexes used for search, browse, facets, and record attributes. pingest.pl generates these indexes in parallel by splitting the records up into batches and working on more than one batch at a time. Parallel processing is usually faster than starting with one record and going straight through to the end.

by Jason Stephenson (noreply@blogger.com) at April 02, 2016 01:27 AM

Dyrcona's Evergreen Blog

JSONPrefs has a new home

If you have been using my JSONPrefs Perl module in your scripts, you should know that it now has a new home on Github.

It now resides at https://github.com/Dyrcona/JSONPrefs.

It will remain up at the old location, http://git.mvlcstaff.org/?p=jason/JSONPrefs.git;a=summary, for an undetermined amount of time.

Please note that the history of the master branch was completely rewritten for the new home. Everything was squashed into one commit with all previous history obliterated. Its requirements were also adjusted slightly. It now depends on the JSON Perl module and not JSON::XS.

Maybe JSONPrefs will make it to CPAN one day, but I really doubt it.

by Jason Stephenson (noreply@blogger.com) at April 02, 2016 12:46 AM

March 29, 2016

Evergreen Indiana

Weekly Update — March 29, 2016

It’s Time for Conference!

We look forward to seeing everyone at the conference this week! We have an outstanding slate of presenters, terrific opportunities to meet with the new committee nominees, and a lot of fun ahead. See you there!

Committee News

The Executive Committee will next meet at 10am on Thursday, March 31, 2016 at the Indiana State Library. This meeting will be recorded and broadcast.

Committee meetings are open, and libraries are encouraged to send attendees to provide additional feedback.

Migration News

Starke County Public Library will be going live in Evergreen Indiana over April 12-13, 2016. A modified cataloging freeze will be in place April 8-12, 2016.

Vendor Presentation: Learning Bird – Avoid the Summer Slump

Join vendor reps on Thursday, April 7th to learn more about the Learning Bird platform and how it can help you connect your library to home and school to drive student success. See a demo and find out how Learning Bird can:

  • provide your teen patrons with 24/7 access to quality, engaging digital content.
  • improve your teen patrons’ college and career readiness.
  • work in conjunction with other learning tools to keep teens engaged and learning all year long.

As Learning Bird is being evaluated as a potential new vendor, this is a private demo for members of the Evergreen Library Integrated Library System. We would like member feedback on our platform by mid-April for a May 2016 purchase. To register, staff can visit: Register here.

Upcoming Evergreen Indiana Training Opportunities

April 5
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
April 6
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
May 19
Spring Cataloging Roundtable, 10am-Noon, Webinar (1 TLEU)
June 28
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 30
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at March 29, 2016 06:27 PM

March 23, 2016

Evergreen community blog

Evergreen 2.10.1 released

Evergreen 2.10.1 is now available for download.

This is a bugfix release that fixes the following significant bug:

  • LP#1560174: Importing MARC records can fail in database upgraded to 2.10.0

This bug affected only databases that were upgraded to 2.10.0 from a previous version; fresh installations of 2.10.0 are not affected.

Evergreen users who prefer not to perform a full upgrade from 2.10.0 to 2.10.1 can fix the bug by applying the database update script 2.10.0-2.10.1-upgrade-db.sql (found in the source directory Open-ILS/src/sql/Pg/version-upgrade).

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

by Galen Charlton at March 23, 2016 03:05 AM

March 22, 2016

Evergreen Indiana

Weekly Update — March 22, 2016

Scholarship winners announced!

Congratulations to Sarah Childs (HMMPL) and Jocelyn Lewis (ISL), our 2016 Evergreen International Conference Scholarship recipients! Their applications were unanimously approved by the Executive Committee.

Hoopla Integration Begins

The libraries with hoopla subscriptions will be able to search the Evergreen Indiana catalog for some of that content beginning today! Midwest Tape makes MARC records available for a portion of the hoopla catalog, and we have begun the process of importing them. Not all holdings from hoopla will have a corresponding record in Evergreen Indiana, but we do expect that you’ll see improving circulation as a result of this new automation. For libraries without hoopla, these records will not appear either staff-side or in the OPAC. We hope this will alleviate any confusion about accessibility.

Committee News

The Executive Committee will next meet at 10am on Thursday, March 31, 2016 at the Indiana State Library.

Committee meetings are open, and libraries are encouraged to send attendees to provide additional feedback.

Migration News

Starke County Public Library will be going live in Evergreen Indiana over April 12-13, 2016. Area libraries that would like to send staff should contact Anna. A modified cataloging freeze will be in place April 8-12. Please watch the listservs for notice to resume normal procedures.

Support Notice

The Indiana State Library will be closed on Friday, March 25, 2016 in observance of the Easter holiday. Please note that there will also be no INfoExpress service on that date.

Upcoming Evergreen Indiana Training Opportunities

April 5
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
April 6
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
May 19
Spring Cataloging Roundtable, 10am-Noon, Webinar (1 TLEU)
June 28
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
June 30
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at March 22, 2016 06:38 PM

March 17, 2016

Evergreen community blog

Evergreen 2.10.0 released

Thanks to the efforts of many contributors, the Evergreen community is pleased to announce the release of version 2.10.0 of the Evergreen open source integrated library system. Please visit the download page to get it!

New features and enhancements of note in Evergreen 2.10.0 include:

  • Improved password management and authentication. Evergreen user passwords are now stored with additional layers of encryption and may only be accessed directly by the database, not the application layer.
  • To improve privacy and security, Evergreen now stores less data about credit card transactions.
  • A new library setting has been added which enables a library to prevent their patrons from being opted in at other libraries.
  • To improve patron privacy, patron checkout history is now stored in separate, dedicated database table instead of being derived from the main circulation data.
  • Patrons can now delete titles that they do not wish to appear in their checkout history.
  • A new action/trigger event definition (“New User Created Welcome Notice”) has been added that will allow you to send a notice after a new patron has been created.
  • The web staff client now includes a patron editor/registration form.
  • Funds are now marked as paid when the invoice is marked as closed rather than when the invoice created.
  • A new “paid” label appears along the bottom of each line item in the PO display when every non-canceled copy on the line item has been invoiced.
  • The MARC stream importer is now able to import authority records as well as bibliographic records.
  • When inspecting a queue in MARC Batch Import/Export, there is now a link to download to MARC file any records in the queue that were not imported into the catalog.
  • Coded value maps have been added for a variety of fixed fields.
  • MARC batch import can now assign monograph part labels when adding or overlaying copies.
  • The stock indexing definitions now include a search and facet index on the form/genre field (tag 655).
  • The web staff client now includes preview functionality for cataloging, including MARC recording editing, authority maintenance, and volume/copy management.
  • HTML reports can now be sorted by clicking on the header for a given column.
  • Evergreen’s unAPI support now includes access to many more record types.

With the release of 2.10.0, bugfixes for the web staff client will now be considered for backporting to maintenance releases in the 2.10.x series, particularly in the areas of circulation and patron management.  Libraries are encouraged to try out the web staff client and file bug reports for it.

Support for PostgreSQL 9.1 is deprecated as of the release of Evergreen 2.10. Users are recommended to install Evergreen on PostgreSQL 9.2 or later. In the next major release following 2.10, Evergreen will no longer officially support PostgreSQL 9.1.

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

by Galen Charlton at March 17, 2016 10:57 PM

Equinox Blog and News

Welcome, Rogan!

Equinox is pleased to welcome Rogan Hamby to the team!  He will join us as a Project and Data Analyst.  Rogan got his undergrad degree in English Lit with minors in Computer Science and Sociology and then received his MLIS from the University of South Carolina.  By repeatedly graduating he proved to be really bad at being the professional student he had aspirations to be.  Deciding that a reference librarian was the next best thing he went off and after twenty years has done nearly every job you can do in a public library, many simultaneously.

In 2009 Rogan was involved with the creation of an Evergreen based public library consortium that he supported for eight years, overseeing operations, migrations and special projects.  Believing in the philosophical principles of open source software and the cultural mission of libraries he found Evergreen to be the tool he needed and the community to be people he shared values with.  When the time came for his next adventure Rogan realized that he wanted to remain in the Evergreen community and find new ways to aid libraries in their missions.  Fortunately, he found a place at Equinox to do that.

Outside of work Rogan has managed to be married, have three children, learn archery from buddhist monks and once play D&D with Dave Arneson.  He doesn’t have a favorite book but has re-read works by and about J. R. R. Tolkien more than is probably healthy.

Grace Dunbar, Equinox Vice President, had this to say about the hire:  “We’re delighted to be adding Rogan to our team of librarians and techies… and techie-librarians.  Many of us have known Rogan for years and we deeply value his experience both in libraries and in the Evergreen community.  We also respect his deep and abiding love of Tolkien.”

by Sara at March 17, 2016 01:48 PM

March 15, 2016

Evergreen Indiana

Weekly Update — March 15, 2016

Committee News

The Patron Services Committee met at 10am on Tuesday, March 15, 2016 at Mooresville Public Library. This meeting was recorded, and may be viewed on Youtube. Meeting outcomes included approving the updated draft of Chapter 3 of the Circulation Manual, recommendations for updates to the patron and circulation matrices and renewal block limits, and approval of the automated hoopla record integration. The committee will next meet on June 21, 2016, location to be announced.

The Executive Committee will next meet at 10am on Thursday, March 31, 2016 at the Indiana State Library.

Committee meetings are open, and libraries are welcomed to send attendees to provide additional feedback.

Notice of a Vote

The eContent Committee is voting electronically to approve that committee’s newly drafted Rules of Governance. If you have comments, please share them with the committee before March 30, 2016.

Deadlines

The 2016 Evergreen Indiana Annual Conference registration closes this Friday! Register here! (Registration will remain open until March 18, 2016 or until all available spaces are filled, whichever comes first.) – Participants will receive a final confirmation next week!

Upcoming Evergreen Indiana Training Opportunities

April 5
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
April 6
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
May 19
Spring Cataloging Roundtable, 10am-Noon, Webinar (1 TLEU)

by admin at March 15, 2016 07:38 PM

March 08, 2016

Evergreen Indiana

Weekly Update — March 8, 2016

Committee News

The Patron Services Committee will meet at 10am on Tuesday, March 15, 2016 at Mooresville Public Library. This meeting will be broadcast and recorded.

Committee meetings are open, and libraries are welcomed to send attendees to provide additional feedback.

Member News

Hussey-Mayfield Memorial Public Library welcomes new director Kelly Fann on April 4, 2016.
Linton Public Library welcomes new director Jennifer White.

Deadlines

The 2016 Evergreen Indiana Annual Conference registration is now open! Register here! (Registration will remain open until March 18, 2016 or until all available spaces are filled, whichever comes first.)

Last call!!! Scholarship applications for the 2016 Evergreen International Conference in Raleigh, NC must be completed in full and returned to the Evergreen Indiana Coordinator by this Friday, March 11, 2016! Applications are available here!

The barcode and library card pool is now open until March 11, 2016.

Upcoming Evergreen Indiana Training Opportunities

March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU) [FULL]
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU) [FULL]
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU) [FULL]
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
April 5
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
April 6
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
May 19
Spring Cataloging Roundtable, 10am-Noon, Webinar (1 TLEU)

by admin at March 08, 2016 09:21 PM

March 03, 2016

Equinox Blog and News

Welcome, Barbara!

Equinox is pleased to announce that Barbara Cormack has joined the team!  Barbara will be a project manager overseeing implementations of Evergreen, Koha, and FulfILLment.  

Barbara brings more than two decades of library experience.  She started at the State University of New York Office of Library Systems installing automation services.  She was so impressed by her librarian colleagues that she decided to pursue her MLS.  After finishing her degree, she worked for two library software companies before landing at UC Berkeley where she managed electronic resources.  Barbara says that she missed working with libraries to install and configure systems and products, and that is what brought her to Equinox.

This will be Barbara’s first experience implementing Open Source products and she says, I will have the opportunity once again to work with libraries and librarians, but now learning and using open source rather than proprietary systems – this will be new terrain for me and I’m eager to see how it compares with my previous experiences.”  She is also excited about working for a smaller company.  “Equinox appeals to me because I want to work for an organization where I feel I can make contributions, make a difference, and not just be a cog in a larger wheel.”

Equinox Vice President Grace Dunbar remarked, “We knew from our first conversations with Barbara that her skill set would be a great asset to the company.  As we’ve come to know her personally, we’ve realized she belongs here (with the geeky librarians).”

In her spare time, Barbara can be found performing Scottish Highland Dance at local Scottish games and events, making jewelry, and the prerequisite hobby of nearly every librarian–reading.  Her favorite series include The Lord Of The Rings, A Song Of Ice And Fire, and The Lord Peter Wimsey mysteries.  

by Sara at March 03, 2016 07:57 PM

March 01, 2016

Evergreen Indiana

Weekly Update — March 1, 2016

New Feature Available

Are you a fan of toolbars? Do you use the available toolbars, but wish you could add or remove buttons to improve your workflow? We have good news! LocalAdmins now have the ability to create locally customized toolbars. A brief tutorial is available.

Committee News

The Cataloging Committee met at 10am on Tuesday, March 1, 2016 at the Hussey-Mayfield Memorial Public Library. Their next meeting is scheduled for June 2, 2016.

The Patron Services Committee will meet at 10am on Tuesday, March 15, 2016 at Mooresville Public Library.

Committee meetings are open, and libraries are welcome to send attendees to provide additional feedback.

Member News

Mitchell Community Public Library welcomes new director Ophelia Roop.

Deadlines

The 2016 Evergreen Indiana Annual Conference registration is now open! Register here! (Registration will remain open until March 18, 2016 [Please note the deadline has been shifted!] or until all available spaces are filled, whichever comes first.)

Scholarship applications for the 2016 Evergreen International Conference in Raleigh, NC must be completed in full and returned to the Evergreen Indiana Coordinator by March 11, 2016. Applications are available here!

The next barcode and library card pool will open on March 7, 2016. Please prepare your orders!

Upcoming Evergreen Indiana Training Opportunities

March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU) [FULL]
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU) [FULL]
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU) [FULL]
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
April 5
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
April 6
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at March 01, 2016 08:44 PM

February 23, 2016

Evergreen Indiana

Weekly Update — February 23, 2016

Maintenance Notice

The servers will be offline from 7:45pm-Midnight on Saturday, February 27, 2016 while work is being done at the datacenter sites where our servers are located. If your library will be open during the affected hours, please arrange with your staff to work in offline mode during this downtime.

Committee News

The Cataloging Committee meeting has been rescheduled for 10am, Tuesday, March 1, 2016 at the Hussey-Mayfield Memorial Public Library.

Deadlines

The 2016 Evergreen Indiana Annual Conference registration is now open! Register here! (Registration will remain open until March 25, 2016 March 18, 2016 or until all available spaces are filled, whichever comes first.)

Scholarship applications for the 2016 Evergreen International Conference in Raleigh, NC must be completed in full and returned to the Evergreen Indiana Coordinator by March 11, 2016. Applications are available here!

The next barcode and library card pool will open on March 7, 2016.

Upcoming Evergreen Indiana Training Opportunities

March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
April 5
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
April 6
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at February 23, 2016 02:50 PM

February 20, 2016

Evergreen community blog

Evergreen 2.9.2 Released

As release maintainer of the 2.9 series of the Evergreen ILS software, I am proud to announce that patch version 2.9.2 was released today.

This release has a number of bug fixes in Acquisitions, Cataloging, Circulation, Administration, and the OPAC.

I would like to highlight one fix that is very important to our international users. Beginning with the 2.9.0 release, the browser-based staff client translations were integrated into the mainline Evergreen releases. When this was done an oversight was made and the browser staff client translations ended up replacing the OPAC translations during installation. The Evergreen 2.9.2 release fixes this so that the translations now sit side by side. You will need to change your web server configuration for the translation fix to take effect. Please see Setting a default language and adding optional languages in the documentation for updated instructions.

For more information about the bug fixes in this release, please see the release notes.

by Jason Stephenson at February 20, 2016 12:51 AM

February 16, 2016

MVLC Evergreen

pingest.pl Gets an Outside Contribution

Bill Erickson contributed a patch to pingest.pl that adds new command line options and cleans up the handling of the current options.

The command line options as of now are:

--batch-size
Number of records to process per batch
--max-child
Max number of worker processes
--skip-browse
--skip-attrs
--skip-search
--skip-facets
Skip the selected reingest component
--start-id
Start processing at this record ID.
--end-id
Stop processing when this record ID is reached
--max-duration
Stop processing after this many total seconds have passed.
--help
Show the help text and exit.

For those of you who may not know, pingest.pl is useful for reindexing records in your Evergreen database. It can reindex them in parallel thus reducing the time that it takes.

You can find pingest.pl as part of MVLC's Evergreen utilities git repository.

by Jason Stephenson (noreply@blogger.com) at February 16, 2016 09:02 PM

Evergreen Indiana

Weekly Update — February 16, 2016

New Committee Forming!

We are now soliciting member library staff to serve on the 2017 Evergreen Indiana Annual Conference Committee. This new subcommittee will collaborate with the Coordinator to identify the site, solicit speakers and vendor sponsors, and develop marketing and event materials for distribution. This is a one year commitment (2 years if you are selected as committee chair-elect) with meetings on an as-needed basis. If you’re passionate about holding a great event and would like to participate, please email Anna!

Autovoiding Lost Fees

With the upgrade to Evergreen version 2.9, we have much better controls in place to prevent the creation of unwanted negative patron balances resulting from the return of lost materials. If your library staff are tired of manually forgiving lost and lost processing fees when materials are returned, you may wish to have the autovoiding feature turned on for your library. These settings only affect your holdings, so libraries that prefer to retain the bills for manual review may do so. Changes to your library’s autovoid settings may be requested via a HelpDesk ticket.

Committee News

The Cataloging Committee will meet at 10am on Thursday, March 3, 2016 at the Hussey-Mayfield Memorial Public Library.

Deadlines

The 2016 Evergreen Indiana Annual Conference registration is now open. Register here! (Registration will remain open until March 25, 2016 March 18, 2016 or until all available spaces are filled, whichever comes first.)

Scholarship applications for the 2016 Evergreen International Conference in Raleigh, NC must be completed in full and returned to the Evergreen Indiana Coordinator by March 11, 2016. Applications are available here!

The next barcode and library card pool will open on March 7, 2016.

Upcoming Evergreen Indiana Training Opportunities

March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
April 5
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
April 6
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at February 16, 2016 04:58 PM

February 10, 2016

Massachusetts Library Network Cooperative

Introducing the MassLNC Evergreen Development Initiative

MassLNC is pleased to announce a new program to grow membership in its development collaborative to the larger Evergreen community.

The MassLNC Evergreen Development Initiative is an opportunity for libraries and consortia running Evergreen to maximize their resources by pooling funds to sponsor exciting new features and important bug fixes.

For the past six years, the three Massachusetts consortia running Evergreen have discovered that pooling their development funds has resulted in more and larger development projects than they would have been able to fund on their own. Their cooperative development efforts have led to Evergreen projects like support for text notifications; the ability to more easily define formats represented by search filters and and icons; and widespread billing improvements, including the ability to prohibit negative balances.

The MassLNC full partners are excited at the prospect of inviting more Evergreen community members to participate in a collaborative development program that has been so effective for them.

"By working together for the past six years, and pooling ideas, expertise and resources, the three consortia of MassLNC have definitely improved the quality and flexibility of the software we have funded, which has benefited us and we hope the Evergreen community," said Ron Gagnon, Executive Director of the North of Boston Library Exchange, one of founding members of MassLNC. "We look forward to expanding that effort."

By participating at the collaborator level, new members of the MassLNC Evergreen Development Initiative will be full partners in the MassLNC development decision-making process. They will serve on the MassLNC Development Committee, the group that decides which projects will be funded, and can participate in all phases of a project, ensuring that it meets the needs of their users.

The Idea Generator membership level is available for those sites that want to help build the development pool and suggest development directions, but with a lower level of time commitment.

More information on the MassLNC Evergreen Development Initiative can be found at http://masslnc.org/eg-dev or by contacting MassLNC Coordinator Kathy Lussier at klussier@masslnc.org.

by Kathy Lussier at February 10, 2016 04:25 PM

Evergreen Indiana

Weekly Update — February 10, 2016

Registration Now Open!

The 2016 Evergreen Indiana Annual Conference registration is now open! Please take a few minutes to peruse the schedule, check out our Keynote, and get your registration in early. We’ve got a terrific line-up of presenters and sessions and are going to have another great conference!

2016 Evergreen International Scholarships

The Evergreen Indiana Executive Committee has approved the distribution of $875 scholarships for Evergreen Indiana library staff to attend the 2016 Evergreen International Conference in Raleigh, NC. Applications must be completed in full and returned to the Evergreen Indiana Coordinator by March 11, 2016. Applications will be reviewed by the Executive Committee members, and 4 recipients will be selected. Applicants will be notified of the selection results by March 21, 2016. Applications are available here!

Committee News

The eContent Committee met on February 9, 2016 at 10am at the Indiana State Library and hosted presentations for GaleCourses and Learning Bird. The committee will next meet on June 14, 2016.

The Executive Committee met on February 9, 2016 at 1pm at the Indiana State Library. This meeting was recorded and may be view on Youtube. The committee will next meet on March 31, 2016 at 10am at the Indiana State Library. A detailed recap of the meeting will be released to the Support listserv shortly.

The revised Rules of Governance for the Patron Services Committee are now available for viewing. They will be in full effect beginning April 11, 2016.

New Members!

Please welcome Eckhart Public Library and Garrett Public Library to Evergreen Indiana! Both libraries are located in DeKalb County and anticipate migrating in late summer-early fall 2016.

Last call!

We still need committee nominees! We particularly need Class C representatives for the Patron Services Committee. The nomination form is available now at: Committee Nomination Form.

You may self nominate or nominate another qualified individual. The nominations are open until February 12, 2016. If insufficient nominations exist for a given class of library, available nominees may be listed on the ballot as at-large representatives for the seat in question.

Member News

Linton Public Library welcomes interim director Jennifer White.

Deadlines

The next barcode and library card pool will open on March 7, 2016.

Upcoming Evergreen Indiana Training Opportunities

March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
April 5
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
April 6
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at February 10, 2016 04:23 PM

February 09, 2016

MVLC Evergreen

MVLC's Helper Functions Get an Update

If you have been using functions from MVLC's helperfuncs repo, you might be interested to know that they received an update today after nearly three-and-a-half years.

Today, I added checks for some of the optional parameters in the helper functions to create circ matrix and hold matrix matchpoints. Basically, in the cases where the functions have to look up an id in the database, they will raise an exception if that look up returns NULL.  This saves you from entering a matchpoint with a NULL value in one of these fields when you make a typo.

So, if you're using these functions, you might want to git pull and update them in your database.

by Jason Stephenson (noreply@blogger.com) at February 09, 2016 09:22 PM

February 05, 2016

Equinox Blog and News

On The Road Again

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It’s a new year, which means it’s time for the Equinox team to hit the road and attend some Spring conferences!  Here’s where we’ll be for the next few months:

  • Code4Lib Conference in Philadelphia, Pennsylvania March 7-10, 2016
    • We love Pennsylvania, this much is true.  Equinox is proud to be co-sponsoring childcare for this event.  Mike Rylander and Mary Jinglewski will be attending the Code4Lib Conference and they’re excited to learn some new things and mingle with the library tech folk.  If you’d like to meet up with either of them, please let us know!
  • Public Library Association (PLA) Conference in Denver, Colorado April 5-9, 2016
    • Equinox is looking forward to exhibiting at PLA this year in beautiful Denver, Colorado.  The team will be ready and waiting in Booth #408.  We can’t wait to meet with you to talk about Open Source solutions for your library!  
  • Evergreen Conference in Raleigh, North Carolina April 20-23, 2016
    • Our very favorite conference of the year!  We love getting together with Evergreen users and sharing our experience and knowledge.  Equinox is not only a Platinum Sponsor for this event; we are also sponsoring the Development Hackfest. The Equinox team will be involved in fourteen separate talks throughout the conference spanning a wide variety of topics.

There are a lot of exciting things in store for 2016 and we can’t wait to share them with you.  Whether in an exhibit booth or over a beer, we love to talk.  Hope to see you all soon!

by Sara at February 05, 2016 06:08 PM

February 02, 2016

Evergreen Indiana

Weekly Update — January 26, 2016

Committee News

The eContent Committee will meet on February 9, 2016 at 10am at the Indiana State Library. We will be hosting presentations from vendors for GaleCourses and Learning Bird.

The Executive Committee will meet on February 9, 2016 at 1pm at the Indiana State Library. We’ll be speaking about the future of SRCS and EI, the international and local conferences, policy update recommendations, new members, and much more! This meeting will be broadcast and recorded. Please join us at 1pm on either:

Help wanted!

The Evergreen Indiana consortium is member governed by active library staff, and we are looking for representatives who are excited about shaping the consortium over the next few years! Committee members are generally expected to commit to 3 years of service, attending 4-6 committee meetings each year as well as representing the committees at conferences, roundtables, trainings, and other public meetings. The nomination form is available now at: Committee Nomination Form.

You may self nominate or nominate another qualified individual. The nominations are open until February 12, 2016. If insufficient nominations exist for a given class of library, available nominees may be listed on the ballot as at-large representatives for the seat in question.

Deadlines

The next barcode and library card pool will open on March 7, 2016.

Upcoming Evergreen Indiana Training Opportunities

March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at February 02, 2016 09:08 PM

January 26, 2016

Evergreen Indiana

Weekly Update — January 26, 2016

2016 Evergreen International Conference

The 2016 Evergreen International Conference will be held on April 20-23 in Raleigh, North Carolina. Registration and the conference program are now available for interested library staff on the conference website. Early bird registration closes on February 15, 2016; partial scholarships will be offered to Evergreen Indiana participants (details will be released after the next Executive Committee meeting).

Committee News

The eContent Committee will meet on February 9, 2016 at 10am at the Indiana State Library. We will be hosting presentations from vendors including GaleCourses.

The Executive Committee will meet on February 9, 2016 at 1pm at the Indiana State Library. We’ll be speaking about the future of SRCS and EI, the international and local conferences, policy update recommendations, and much more!

We need you!

The Evergreen Indiana consortium is member governed by active library staff, and we are looking for representatives who are excited about shaping the consortium over the next few years! Committee members are generally expected to commit to 3 years of service, attending 4-6 committee meetings each year as well as representing the committees at conferences, roundtables, trainings, and other public meetings. The nomination form is available now at: Committee Nomination Form.

  • The Cataloging Committee offers an open invitation to any interested staff person.
  • The eContent Committee offers an open invitation to any interested staff person.
  • The Executive Committee is seeking two (2) Class C representatives, one (1) Class B representative, and one (1) Class A representative.
  • The Patron Services Committee is seeking one (1) Class C representative, one (1) Class B representative, and one (1) Class A representative.

You may self nominate or nominate another qualified individual. The nominations are open until February 12, 2016. If insufficient nominations exist for a given class of library, available nominees may be listed on the ballot as at-large representatives for the seat in question.

eIDC News

The original upload of the OverDrive records into the Evergreen Indiana catalog is now complete. New records are added daily!

Upcoming Evergreen Indiana Training Opportunities

March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at January 26, 2016 09:14 PM

January 20, 2016

Evergreen Indiana

Weekly Update — January 20, 2016

Lead the way!

The Evergreen Indiana consortium is member governed, and we are looking for member representatives who are excited about shaping the consortium over the next few years! Committee members are generally expected to commit to 3 years of service, attending 4-6 committee meetings each year as well as representing the committees at conferences, roundtables, trainings, and other public meetings. The nomination form is available now at: Committee Nomination Form.

  • The Cataloging Committee offers an open invitation to any interested staff person.
  • The eContent Committee offers an open invitation to any interested staff person.
  • The Executive Committee is seeking two (2) Class C representatives, one (1) Class B representative, and one (1) Class A representative.
  • The Patron Services Committee is seeking one (1) Class C representative, one (1) Class B representative, and one (1) Class A representative.

You may self nominate or nominate another qualified individual. The nominations are open until February 12, 2016. If insufficient nominations exist for a given class of library, available nominees may be listed on the ballot as at-large representatives for the seat in question.

Upcoming Evergreen Indiana Training Opportunities

March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at January 20, 2016 01:11 PM

January 19, 2016

Bibliomation

Goodbye to Benjamin Shum!

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January 19, 2016

Until January 12th, his last day on the job, Benjamin Shum has run the Evergreen system for Bibliomation the entire time we have been on Evergreen. Ben was hired in 2009, when Evergreen was just a plan. In 2010, along with Melissa Lefebvre and Kate Sheehan, Ben rolled Evergreen out to a number of development partner libraries, just joining Bibliomation in their own mini-Evergreen-network. Ben learned so much in that first year, enough to migrate the rest of Bibliomation’s libraries in May/June of 2011. His ability to communicate complex Evergreen functionality to staff and libraries alike made Evergreen a real pleasure for the rest of us to learn. Ben’s work as a core committer in the Evergreen community also helped us stay abreast of all Evergreen developments. His contributions were valued highly. Ben leaves Bibliomation’s Evergreen system in the capable hands of his work partner, Melissa Ceraso.

Good luck to Ben in his future endeavors. We will miss him.

by admin at January 19, 2016 08:58 PM

January 12, 2016

Evergreen Indiana

Weekly Update — January 12, 2016

Congratulations on a Terrific 2015!

AX11-graph-OpenClipArt
We had a very busy 2015! The local annual report statistics were delivered to Evergreen Indiana library directors last week, but it’s always a pleasure to take a look at the big picture and see just how much we are accomplishing as community. Congratulations on everything you’ve achieved in 2015!

Quick View

  • Active Evergreen Indiana Member Libraries: 107
  • 2015 Resident Taxpayer Base: 1,030,052
  • Counties with an EI Library: 60
  • Items Owned: 6,934,057
  • Unique Titles: 2,419,921

Moving Materials

  • 2015 EI Circulations and In-house Uses: 8,655,669
  • 2015 Juvenile EI Circulations: 3,383,627
  • 2015 Total Transits: 638,557
  • 2015 Remote Circulations: 375,368
  • 2015 Visitor Circulations: 505,260

Gathering Professionally

  • 2015 Trainings Held: 27
  • 2015 Regional Roundtables: 5
  • 2015 Conferences: 1
  • 2015 Committee Meetings: 18

eIDC Annual Stats

  • Member Libraries: 90
  • New Member Libraries in 2015: 4
  • Unique Titles: 36,007
  • Unique Borrowers in 2015: 16,145
  • 2015 Total Circulations: 431,869
  • 2015 Juvenile Circulations: 73,785
  • 2015 Student Circulations: 63 (This program rolled out in mid-November.)

The infographics have been updated on our Statistics page as well if you wish to look at the historical trends.

Support News

The Indiana State Library will be closed, and INfoExpress deliveries will be suspended on Monday, January 18, 2016 in observance of the Dr. Martin Luther King, Jr. holiday.

Member News

Waterloo-Grant Township Public Library welcomes new director Shaun Whiteaker.

Committee News

It’s time to solicit nominations for Evergreen Indiana committees again! Committee members are generally expected to commit to 3 years of service, attending 4-6 committee meetings each year as well as representing the committees at conferences, roundtables, trainings, and other public meetings. The nomination form is available now at: Committee Nomination Form.

  • The Cataloging Committee offers an open invitation to any interested staff person.
  • The eContent Committee offers an open invitation to any interested staff person.
  • The Executive Committee is seeking two (2) Class C representatives, one (1) Class B representative, and one (1) Class A representative.
  • The Patron Services Committee is seeking one (1) Class C representative, one (1) Class B representative, and one (1) Class A representative.

If insufficient nominations exist for a given class of library, available nominees from other library classes may be listed on the ballot as at-large representatives for the seat in question.

Deadlines

Last call on the SRCS vote! Completed ballots must be returned to the ISL on or before this Friday, January 15, 2016, for tabulation.

Upcoming Evergreen Indiana Training Opportunities

March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at January 12, 2016 03:08 PM

January 07, 2016

Evergreen community blog

Join us in Boston!

Are you going to ALA Midwinter in Boston this weekend? If so, we invite Evergreen users, enthusiasts, or those who are just interested in learning more about this great open-source library system to join us for a meetup this Saturday at Stan Getz Library, Berklee College of Music. The meetup is scheduled for 4:30 to 6 p.m. Saturday, January 9.

Here are some of the activities you can look forward to at the meetup

  • We’ll look at some of the new features that have been added to Evergreen in the most-recent release.
  • 2.10 Release Manager Galen Charlton will talk about plans for the March Evergreen release.
  • We’ll share some community highlights from the past year.
  • We’ll talk about any other Evergreen or open-source issues and questions that are on people’s minds.

There are two ways to get to the Stan Getz Library:

  • Best option if coming from the convention center: Take the ALA Shuttle to the Sheraton Boston stop (Route 5). The bus will drop you off on Dalton St. Walk towards Belvidere Street, where you will take a right. Take a right when you reach Massachusetts Ave. The library is located on the right at 142 Massachusetts Avenue.
  • Public transportation: Take the MBTA green line (B, C, or D) to the Hynes Convention Center stop. As you leave the subway station, take a left on Massachusetts Avenue. The library is located on the left at 142 Massachusetts Avenue.

We also have a Google map showing walking directions from both locations.

Since the school is still on break, the library is closed, but Yamil Suarez will be available to escort everyone to the meeting room. If nobody is at the door when you arrive, call Yamil at 617-748-2617.

Feel free to send any questions along to Kathy Lussier at klussier@masslnc.org.

We look forward to seeing you at Midwinter!

 

by Kathy Lussier at January 07, 2016 10:06 PM

January 05, 2016

Evergreen Indiana

Weekly Update — January 5, 2016

Upgrade News

We have completed the upgrade to 2.9! Reporting has been reinstated and all functions should be back online. If you observe further issues, please place a Helpdesk ticket. We are scheduling the OverDrive bibliographic record upload, and the new records should be in place by the end of the week. If you haven’t had a chance to take a look, please visit the project page for support and training documents and the new features video!

Support News

The Indiana State Library will be closed, and INfoExpress deliveries will be suspended on Monday, January 18, 2016 in observance of the Dr. Martin Luther King, Jr. holiday.

eIDC News

New member Coatesville-Clay Township Public Library is now live.

Deadlines

  • SRCS ballots must be returned to the ISL on or before January 15, 2016 for tabulation. Find out more about SRCS!
  • The barcode and library card pool buy is now open until Friday, January 8, 2016. Please place your orders now!

Upcoming Evergreen Indiana Training Opportunities

March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at January 05, 2016 07:48 PM

December 29, 2015

Evergreen Indiana

Weekly Update — December 29, 2015

2016 is almost here!

We’re planning the conferences, trainings, and meetings already! What do you think everyone should discover or learn at the Evergreen Indiana Annual Conference? The Call for Proposals for presenters at the 2016 Annual Conference is open until December 31, 2015.

Support News

The Indiana State Library will be closed, and INfoExpress deliveries will be suspended on Friday, January 1, 2016 in observance of the New Year’s holiday.

Upgrade News

The consortium will upgrade to Evergreen version 2.9 over the New Year’s weekend! Please visit the project page for support and training documents and the new features video!

eIDC News

End of year spendouts for 2014 funds should be completed by December 31, 2015. Please take advantage of the end of year sales to make your credits go further!

Deadlines

  • SRCS ballots are being collected. Please continue to research the project, speak with your EC representative, and ask any questions you may have so that you’re comfortable with your vote. Completed ballots must be returned to the ISL on or before January 15, 2016 for tabulation.
  • The Wowbrary purchasing group is accepting new participants through the end of 2015. Interested libraries should contact Jeff Levinsky (jeff@wowbrary.org) as soon as possible.
  • We are continuing to collect feedback on the new shortnames. Please take a look at the proposed shortname list and share your thoughts!
  • The next barcode and library card pool buy will open on January 4, 2016 and close on the 8th. Please check your supplies now!

Upcoming Evergreen Indiana Training Opportunities

December 30
Evergreen 2.9 Upgrade Training, 10am-11am, Webinar. (1 TLEU)
March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at December 29, 2015 08:08 PM

December 23, 2015

Evergreen Indiana

Weekly Update — December 23, 2015

Membership Fee Invoices

The 2016 Membership Fee invoices were released to member library directors via the US Postal Service last week. If you have not received your invoice by the end of next week, please request a replacement copy from the Coordinator.

Support News

The Indiana State Library will be closed, and INfoExpress deliveries will be suspended on Thursday and Friday, December 24-25, 2015 in observance of the Christmas holiday.

Upgrade News

The consortium will upgrade to Evergreen version 2.9 over the New Year’s weekend! Please visit the project page for support and training documents and the new features video!

eIDC News

End of year spendouts for 2014 funds should be completed by December 31, 2015. Please take advantage of the end of year sales to make your credits go further!

Deadlines

  • SRCS ballots are now available. Please continue to research the project, speak with your EC representative, and ask any questions you may have so that you’re comfortable with your vote. Completed ballots must be returned to the ISL on or before January 15, 2016 for tabulation.
  • What terrific tricks do you have up your sleeve? Please share the secrets that make you amazing at your job! The Call for Proposals for presenters at the 2016 Annual Conference is open until December 31, 2015.
  • The Wowbrary purchasing group is accepting new participants through the end of 2015. Interested libraries should contact Jeff Levinsky (jeff@wowbrary.org) as soon as possible.
  • The next barcode and library card pool buy will open on January 4, 2016 and close on the 8th. Please check your supplies now!

Upcoming Evergreen Indiana Training Opportunities

December 29
Evergreen 2.9 Upgrade Training, 1pm-2pm, Webinar. (1 TLEU)
December 30
Evergreen 2.9 Upgrade Training, 10am-11am, Webinar. (1 TLEU)
March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at December 23, 2015 03:24 PM

December 21, 2015

Equinox Blog and News

PaILS/SPARK Ends 2015 with New Additions

FOR IMMEDIATE RELEASE

Duluth, Georgia–December 21, 2015

As we close out a busy 2015, Equinox would like to announce a few new libraries that migrated recently to Evergreen in Pennsylvania.  Shenandoah Area Free Public Library in Shenandoah has joined the PaILS/SPARK Consortium along with Schuylkill Haven Free Public Library in Schuylkill Haven and Tamaqua Public Library in Tamaqua.

Shenandoah serves 2,025 patron with around 14,400 circulating items. Schuylkill Haven serves 5,624 patrons with almost 49,000 items.  Lastly, Tamaqua boasts almost 36,000 items to serve its 7,655 patrons.  There is a popular misconception that Evergreen is only useful for very large libraries and that simply isn’t true.  The truth is:  Evergreen is highly scalable for any library.  These smaller libraries will benefit from being part of the shared network of libraries that PaILS and SPARK have created.

Robert Sluzis, Director of the Shenandoah Area Free Public Library, had this to share about the recent migration:  “Shenandoah’s migration to SPARK went very well.  We have all been preparing for months and were very pleased with the easy use of the system with its wide range of capabilities.  All staff members went to different libraries to get hands on experience to prepare for our big day.  All the support we received, and continue to receive from Erica, Galen, Mark and Mary helped us to transition smoothly. We are looking forward to exploring the system and using it for many years.”

About Equinox Software, Inc.

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

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

About Pennsylvania Integrated Library System

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

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

About Evergreen

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

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

 

by Sara at December 21, 2015 05:50 PM

December 16, 2015

Evergreen Indiana

Weekly Update — December 16, 2015

Committee News

The Patron Services Committee met at 10am on December 15, 2015 at the Greenwood Public Library. Policy and procedural recommendations were issued for a New Adult “Clean Slate” procedure, a pilot fine-free library program, and several updates to the Circulation Matrix. The first two chapters of the Circulation Training manual have been updated and approved for release by the committee and may be viewed on the Manuals page. The committee will next meet on March 15, 2016 at Mooresville Public Library. The committee meeting recording is available for review on YouTube.

Committee meetings are open to the public, and member libraries are encouraged to send staff to contribute to the conversation!

Upgrade News

The consortium will upgrade to Evergreen version 2.9 over the New Years weekend! We are actively testing the 2.9 interface in preparation for the upgrade! Please check out the instructions released to the Support listserv to participate in testing and visit the project page for support and training documents!

Group Purchase: Wowbrary

It’s time to renew your subscription or join the Wowbrary purchasing group! They’ll be accepting new participants through the end of 2015. Wowbrary builds a report of your library’s recent acquisitions and builds and distributes a newsletter to your patrons. Newsletters may be enhanced with other local information, such as programs, closures, and community celebrations. Interested libraries should contact Jeff Levinsky (jeff@wowbrary.org) as soon as possible.

Deadlines

  • SRCS ballots are now available. Please continue to research the project, speak with your Executive Committee representative, and ask any questions you may have so that you’re comfortable with your vote. Completed ballots must be returned to the ISL on or before January 15, 2016 for tabulation.
  • Channel your inner Yoda! Use the Force (of your library skills) to educate and enlighten your fellow EI staff this spring. The Call for Proposals for presenters at the 2016 Annual Conference is open until December 31, 2015.
  • The Gale Analytics on Demand group buy deadline is December 18, 2015. Please contact John Pellegrino (john.pelegrino@cengage.com / 1-800-877-4253 x8205) if you want to participate.

Upcoming Evergreen Indiana Training Opportunities

December 21
Evergreen 2.9 Upgrade Training, 10am-11am, Webinar. 1 TLEU.
December 29
Evergreen 2.9 Upgrade Training, 1pm-2pm, Webinar. 1 TLEU.
December 30
Evergreen 2.9 Upgrade Training, 10am-11am, Webinar. 1 TLEU.
March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at December 16, 2015 06:39 PM

December 10, 2015

Evergreen Indiana

Weekly Update — December 10, 2015

SRCS: Voting is open!

We are accepting ballots from all members on the decision of whether or not to join the SRCS project as a consortium. Please be sure to research the project, speak with your Executive Committee representative, and ask any questions you may have so that you’re comfortable with your vote. eBallots went out on the Support listserv on December 9, 2015. Physical ballots will be released next week. Completed ballots must be returned to the ISL on or before January 15, 2015 for tabulation.

New shortnames proposed

As you may remember from the Regional Roundtables, we would like to implement an updated set of library shortnames that are more uniquely distinct across the state. The proposed list includes all IN public libraries so that we have fewer chances for complications in future as other libraries consider joining the consortium. Please let Anna know if you have any specific feedback on the name(s) proposed for your library!

Proposed shortname list

Committee News

The eContent Committee met on December 8, 2015 at the Indiana State Library. We hosted a presentation by SkillSoft, approved adding the “On the Shelf” feature to our NoveList configuration, and selected several vendors to pursue for later meetings. The eIDC Advisory Committee reviewed the implementation of and use by Student cardholders in OverDrive to date, discussed the end-of-year spendout status, and reviewed the possibility of formally selecting public domain content to the OverDrive collection. There will be a follow-up on the eContent listserv with terms for a possible SkillSoft purchase.

The Executive Committee met at 1pm on December 8, 2015 at the Indiana State Library. Agenda topics included SRCS participation and BIBFRAME development. A separate recap will be released, and the meeting’s recording may be viewed on: Youtube.

The Patron Services Committee will be meet at 10am on December 15, 2015 at the Greenwood Public Library. On the agenda are the Circulation Manual, the upgrade, the Circulation Matrix, and policies for new adults and fine-free libraries. Don’t forget to fill out this survey to provide us with some input to guide the Circulation Matrix discussion!

Committee meetings are open to the public, and member libraries are encouraged to send staff to contribute to the conversation!

Upgrade News

The consortium will upgrade to Evergreen version 2.9 over the New Years weekend! We are actively testing the 2.9 interface in preparation for the upgrade! Please check out the instructions released to the Support listserv to participate in testing and visit the project page for support and training documents!

Member News

Please welcome the newest Evergreen Indiana member library, Starke County Public Library! Starke County’s application was approved by the Executive Committee on December 8, 2015, and they will be migrating to Evergreen Indiana in early 2016.

eIDC News

Thanks go out to our Periodicals Platform sponsorship group! The final support tier pricing ended up being $74 for Class C libraries, and $172 for Class A/B libraries. Don’t forget we are also ready for periodical content subscription renewals as you finish up your year-end spendouts!

The 2016 sponsors are:
Akron Carnegie PL, Andrews-Dallas Township PL, Barton Rees Pogue Memorial PL, Brownstown PL, Centerville-Center Township PL, Fulton County PL, Greensburg-Decatur County Contractual PL, Greenwood PL, Hagerstown-Jefferson Township PL, Hussey-Mayfield Memorial PL, Jackson County PL, Jay County PL, Lincoln Heritage PL, Loogootee PL, Mooresville PL, Morgan County PL, Noble County PL, Perry County PL, Plainfield-Guilford Township PL, Shelby County PL, Switzerland County PL, Syracuse-Turkey Creek PL

Deadlines

  • We’re more than a group of libraries with a shared catalog. We are resource sharers extraordinaire! Share your programming and marketing success stories and inspire your peers. The Call for Proposals for presenters at the 2016 Annual Conference is now open.
  • The Gale Analytics on Demand group buy deadline is December 18, 2015. Please contact John Pellegrino (john.pelegrino@cengage.com / 1-800-877-4253 x8205) if you want to participate.

Upcoming Evergreen Indiana Training Opportunities

December 16
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
December 17
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
March 14
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
March 16
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)

by admin at December 10, 2015 04:39 PM

December 02, 2015

Evergreen Indiana

Weekly Update — December 2, 2015

Committee News

The Cataloging Committee will be meeting at 10am on December 3, 2015 at Hussey-Mayfield Memorial Public Library.

The eContent Committee will be meeting at 10am on December 8, 2015 at the Indiana State Library. We will be hosting a presentation by SkillSoft for consideration as a consortium discount purchase.

The Executive Committee will be meeting at 1pm on December 8, 2015 at the Indiana State Library. Agenda topics include SRCS participation, BIBFRAME development, and the membership fee assessment. This meeting will be broadcast and recorded for those who are not able to attend in person (Broadcast).

The Patron Services Committee will be reviewing the Circulation Matrix in response to several requests at this fall’s regional and thematic roundtables at their December 15, 2015 meeting. Please take a couple of minutes and fill out this survey to provide us with some input to guide the discussion.

eIDC News

We are soliciting sponsors for the 2016 periodicals platform fee through Friday morning. The more libraries participate, the lower the per-library sponsorship cost. Thanks to the libraries that have already volunteered! Invoicing for sponsorships will be done directly by OverDrive.

Deadlines

  • We’re more than a group of libraries with a shared catalog. We are resource sharers extraordinaire! Share your programming and marketing success stories and inspire your peers. The Call for Proposals for presenters at the 2016 Annual Conference is now open.
  • The Gale Analytics on Demand group buy deadline is December 18, 2015. Please contact John Pellegrino (john.pelegrino@cengage.com / 1-800-877-4253 x8205) if you want to participate.

Upcoming Evergreen Indiana Training Opportunities

December 7
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 9
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 16
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
December 17
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at December 02, 2015 03:01 PM

November 24, 2015

Evergreen Indiana

Weekly Update — November 24, 2015

Happy Thanksgiving!

misc-cornucopia-crops-300px
It’s the season to be thankful for all of the tremendous work each and every Evergreen Indiana library has done to share resources, collaborate with other member libraries, and build opportunities to serve our patrons and our communities in ever improving ways! You’d done this by communicating, volunteering, sharing, and partnering. You’ve been outstanding ambassadors for Evergreen Indiana to other libraries, demonstrating that we are a community that is excited about working together for excellence.

Thank you for your enthusiasm, generosity, and dedication!

Maintenance Downtime Notice

The Evergreen Indiana servers will be unavailable for both patrons and staff from 9pm EST December 1, 2015-8am EST December 2, 2015 while maintenance is performed on the network. This will also affect OverDrive and other third party products that require live server access. Please watch the Support listserv for updates on the timeline.

Support News

The Indiana State Library will be closed, and INfoExpress deliveries will be suspended on Thursday and Friday, November 26-27, 2015 in observance of the Thanksgiving holiday.

eIDC News

We are soliciting sponsors for the 2016 periodicals platform fee. Thanks to the libraries that have already volunteered! Just as a reminder, if every eIDC member library contributes, it’s only $35 per library. We are opening the sponsorship tiers at $350 for Class A/B libraries and $150 for Class C libraries. If you know that you would like to participate, but cannot commit to the posted tiers with your available budget, please let Anna know the rate at which you would be able to contribute. Last year we began at the tiered levels and were able to discount each tier by 30% once all of the sponsors committed!

The eIDC welcomes new member Covington-Veedersburg Public Library.

Deadlines

  • LAST CHANCE: Please send in your ballots for the Executive Committee vacancy! Ballots are due to the State Library by November 25, 2015!
  • You know you have the perfect workflow, share your wisdom! The Call for Proposals for presenters at the 2016 Evergreen Indiana Annual Conference is now open.

Upcoming Evergreen Indiana Training Opportunities

December 7
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 9
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 16
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
December 17
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at November 24, 2015 08:37 PM

November 19, 2015

Massachusetts Library Network Cooperative

Report from the 2015 Evergreen Hack-A-Way

MassLNC sponsored this year's Evergreen developer hack-a-way, which was held at NOBLE headquarters in Danvers. There have already been several wrap-ups in the community about the hack-a-way, but I wanted to focus on some highlights of interest to MassLNC.

  • Several of the MassLNC participants met to discuss integrating course reserves into Evergreen. Both C/W MARS and NOBLE are using Syrup to handle course reserves, but would like to see the Syrup functionality moved into Evergreen proper. C/W MARS developer Dan Pearl and MassLNC developer Jake Litrell participated in the discussion so that they could start looking at the underlying work needed to make the move. Full notes on the discussion are available at http://wiki.evergreen-ils.org/doku.php?id=scratchpad:course_reserves. I will begin work on requirements and mock-ups ,and Jake will use those to write up the technical approach to this project that will be shared with the community.
  • I also led a discussion on Evergreen search, using the MassLNC Search Vision as a starting point for discussion. Much of the talk focused on search speed, but we also highlighted concerns with relevance. There was general consensus that it is worthwhile to do an evaluation of search, exploring the possibility of improving the current full-text search while also considering potential external search engines, like Solr or ElasticSearch, that might also be viable solutions. Several participants also highlighted the need for local sites to make tweaks to Evergreen and its underlying PostgreSQL database to improve search performance. Some next steps include:
    • I will start a discussion at the community level defining what our expectations are for search. Part of this discussion will include defining what should be considered good relevance, establishing baselines for performance, and clearly articulating what features a search platform should support, even if they aren't implemented right away.
    • Mike Rylander from Equinox indicated there are some performance tweaks that can be made to Evergreen in the short term to see if we can get our search times down, particularly for broad searches. Evergreen sites might also want to consider sponsored development projects, including ones for PostgreSQL, to improve performance in the short term.
    • Local tuning tips will also be shared with the community.
    • We agreed to bring this topic up again in April at the Evergreen conference. With more discussion on this topic in the intervening month, we may have more data by which we can set a direction for search.
  • Marlborough Public Library patron Ken Cox attended the hack-a-way for two days as he worked on an Android app he's been developing for Evergreen. The app is already available for C/W MARS, and we hope it can become a more generic app that can be used by other Evergreen sites. He also provided a presentation on the app for Evergreen developers.
  • Some testing was done with the hatch installer. Hatch is what will be used to handle printing to multiple printers when libraries move to the web client. Evergreen 2.10 release manager Galen Charlton (elected during the hack-a-way) would like to get the web client ready for some production use in the next release. The hatch installer work is an important component of using the web client in production.
  • Twenty bug fixes, new features, and/or other code contributions were merged into Evergreen during the hack-a-way. One of those was MassLNC developer Jake Litrell's first contribution to the software, a bug fix related to searching for copy location groups. Congratulations Jake!
  • In addition to the many developers who flew in for the hack-a-way, we saw many attendees from all three of the MassLNC networks. Most had not previously been able to attend a hack-a-way because of the travel involved. They each had different experiences learning new things about the software, finding out how to make more contributions to the Evergreen community, and spending  time on their own Evergreen projects.
  • Although it wasn't officially part of the hack-a-way, a nice bit of post hack-a-way news came my way on the Monday afterwards when I was invited to join the Evergreen core committers – the group of people responsible for pushing code into the core Evergreen software. I am honored to be a member of this team of dedicated individuals who serve as the final gateway for allowing code into Evergreen.

I want to send along a big thank you to everyone who helped to make the hack-a-way a big success including the people of NOBLE who hosted the developers for three days, provided the equipment, arranged the food, and lived up to their reputation of never running out of coffee; to the MassLNC Board for approving funds for sponsoring the hack-a-way, thereby allowing so many of our local people to benefit from it; to Yamil Suarez for offering accommodations to one attendee so that he could catch an early-morning flight; and to the people who served as taxi drivers over the course of the event – Ken Cox, Martha Driscoll of NOBLE, Ron Gagnon of NOBLE,  Jim Keenan of C/W MARS, Suzanne Paterno of NOBLE, Dan Pearl of C/W MARS, and Ben Shum of Bibliomation.

by Kathy Lussier at November 19, 2015 04:07 AM

November 17, 2015

Evergreen Indiana

Weekly Update — November 17, 2015

Transit bag round-up

INfoExpress Bag
The INfoExpress coordinator is out of transit bags to ship to libraries that are running short! When you’re preparing your next shipment, please send a bag or two of extra bags our way. We’ll clean them and get them back out and transiting in no time!

Long open transits

Thanks to everyone for knocking out the transit list checks! We’ve heard about a lot of materials being found and made available again. We are still working to resolve the issue with the missing HMMPL transits; many thanks for your patience with that process too.

Support News

The Indiana State Library will be closed, and INfoExpress deliveries will be suspended on Thursday and Friday, November 26-27, 2015 in observance of the Thanksgiving holiday.

eIDC News

  • The eIDC welcomes new member Coatesville-Clay Township Public Library.
  • The Student/StudentLimitedAccess implementation is complete. Please let me know if you have additional authentication issues.

Deadlines

  • Please send in your ballots for the Executive Committee vacancy! Ballots are due to the State Library next week (by November 25, 2015)!
  • Show off your EI mastery! The Call for Proposals for presenters at the 2016 Annual Conference is now open.

Upcoming Evergreen Indiana Training Opportunities

December 7
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 9
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 16
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
December 17
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at November 17, 2015 07:33 PM

November 11, 2015

Rogan Hamby

Hack-A-Way 2015 Wrap Up

I'm an awful blogger as I tend to get so wrapped up in day to day work that I forget to blog but I was prompted to write something about the Hack-A-Way that just wrapped up and you can read it here:  https://evergreen-ils.org/hack-a-way-2015-wrap-up/

by Rogan at November 11, 2015 03:46 PM

Evergreen community blog

Hack-A-Way 2015 Wrap Up

We wrapped up the 2015 Hack-A-Way this past Friday and after a few days to reflect I wanted to write about the event and on future events. Saying what the impact of a coding event will be can be difficult. Lines of code written can be a misleading metric and a given patch may not make it into production. However, a casual discussion could have major consequences years down the road. Indeed, it was at the first Hack-A-Way that Bill Erickson’s presentation on web sockets had no immediate impact but over the next year was a key component in the decision to go to a web based safe client. Still, I’m going to venture into saying that there are impacts both immediate and long term.

I won’t got into detail on each thing that was worked on, you can read the collaborative notes here for that: https://docs.google.com/document/d/1_wbIiU47kSElcg0hG2o-ZJ9hNmyM8v7rOWyi8jGvA38/edit?usp=sharing

But, some highlights, for me, included:

The Web Based staff client – Bill Erickson has done a lot of work on the Windows installer for Hatch and Galen will help with the OS X version. Both PINES and SCLENDS have libraries looking forward to getting the web based client into production to do real world tests. I’m very excited about this.

Galen Charlton was confirmed as the release manager for Evergreen 3.0 (or whatever version number is selected).

Syrup – A fair bit of bandwidth was spent on how Syrup could be more tightly integrated into Evergreen for course reserves. I’m always excited to see academics get more support with Evergreen even if it’s not my personal realm.

Sqitch – Bill Erickson presented on this, a tool for managing SQL scripts. Sqitch plans let you specify dependencies between SQL scripts; avoids need for numbering them so that they run in a particular order and encourages creation of create, revert, and verify scripts. This may be a good tool to use during development though production deployments are likely to still use the traditional upgrade scripts.

Twenty patches got merged during the Hack-A-Way with more following over the weekend that were tied to work done then.

Ken Cox, an Evergreen user joined us as a developer and showed us the great work he has done on an Android app for Evergreen.

We discussed the steps to becoming as a core committer and several ideas were thrown around about how to encourage the growth among potential developers via a mentoring program. No firm consensus came about in terms of what that program should look like but I’m glad to say that in an epilogue to the discussion Kathy Lussier has been made a core committer! Kathy has been a long time consistent contributor to Evergreen and bug reviewer so I’m excited to have seen this happen.

Search speed continues to be a contentious issue in the Evergreen community. Search relies on a lot of layers from hardware to Apache to Postgres to SQL queries to even the web site rendering and things beyond Evergreen like the speed between server and client. As a result comparisons need discipline and controls in place. Using external indexing and search products was discussed but it’s a hard discussion to have. Frankly, it’s very easy to end up comparing apples to oranges even between projects with similar tasks and goals. For example, Solr was referenced as a very successful product that is used commercially and with library products but research and exploration will be needed before we can have a more full discussion about it (or other products). MassLNC shared their search vision – http://masslnc.org/search_vision which was a good starting place for the dialogue. Many systems administrators shared their best practices. We also discussed creating a baseline of searching taking into account variables such as system setups and record sizes and then creating metric goals. Even possible changes to Postgres to accommodate our needs was thrown out for consideration.

Related to the core committer discussion we did an overview of the technical layout of Evergreen and common paths in and out of the system for data. https://docs.google.com/drawings/d/17aNEr8vLen5wBjCAP4NPnjL7fYT3VxK6_9wVArR9VII/edit?usp=sharing

Now, as all this wonderful work happened it’s still an incomplete picture. It doesn’t capture the conversations, the half patches, the bug testing, the personal growth of participants that happened as well. Nor does it capture the kind hosting we received from MassLNC and NOBLE who help ferry us about, sent staff to participate, arranged hotels, kept coffee flowing and in general were as kind a host as we could hope for. I feel like I should write far more about the hosts but I probably can’t thank each one individually as I’m sure I don’t know what each even did but the contribution of hosting the Hack-A-Way is always a big task and the folks at MassLNC and NOBLE did a wonderful job that we are all very thankful for.

Now, about the operational side of the Hack-A-Way. There were some discussions about the future of the event and managing remote participation. Remote participation in the Hack-A-Way has always been problematic. When the Hack-A-Way began remote participation largely amounted to people updating IRC with what was going on. Then we tried adding a camera and using Google Hangouts. Then, the limitations of Google Hangouts became apparent. We tried a FLOSS product the next year and that didn’t work well at all. Through all of this more people wanting to participate remotely has become a consistent issue. So, through the event this year I created a list of things I want to do next year. Tragically, this will put more bandwidth strain on the hosting site but we always seem to push the bandwidth to it’s limit (and sometimes beyond).

  • Ensure that the main presentation computer for group events has a microphone that can be used, is setup as part of the group event and has it’s screen shared.
  • Have the secondary station with the microphone / camera that can be mobile instead of on a stationary tripod. This will mean a dedicated laptop for this purpose. If I have time I may setup a Raspberry Pi with a script to watch IRC and allow IRC users to control the camera movement remotely, which might be fun.
  • Move to a more robust commercial product that has presentation controls (the needs this year showed that was necessary). We also have needs to occasionally break into small groups with remote presence that this won’t solve so Google Hangouts will still probably have a use. We are going to try out a commercial product next year for this but look at our options that support our community as best we can, namely looking for Chrome native support via an HTML5 client.

Beyond that, we discussed the frequency of the Hack-A-Way and locations. Next year Evergreen Indiana is kind enough to host us and already has a submission in place for 2017. Several ideas that were floated were extending the conference by 1 – 3 days for a hacking event there or even having a second Hack-A-Way each year situated to break the year into even segments of Conference / Hack-A-Way / Hack-A-Way rather than the Hack-A-Way being mid year between conferences as it is now. No decision was made except to continue the conversation and try to come to some decisions by the time of the conference in Raleigh.

The only sure thing is that those months will pass very quickly between now and then. I felt the Hack-A-Way was very successful with a lot of work done and a lot of good conversations started, which is part of the function of gathering into one spot so many of us that are spread out and used to only communicating via IRC and email (with occasional Facebook postings thrown in).

by Rogan Hamby at November 11, 2015 03:43 PM

November 10, 2015

Evergreen Indiana

Weekly Update — November 10, 2015

It’s no joke! The 2016 Annual Conference CFP is now open

The Call for Proposals for presenters at the 2016 Annual Conference is now open. This is your chance to share your fantastic ideas, excellent workflows, and success stories for leveraging the resources of the Evergreen Indiana community, software, and collections. The 2016 conference, scheduled for March 31-April 1, 2016, will be subsidized by the membership fee; space will be limited.

Committee News

The Fall 2015 Cataloging Roundtable has been archived and is now available for viewing. If you would like to print or view the slidedeck, it is available on the Evergreen Indiana Webinars page.

Support News

The Indiana State Library will be closed, and INfoExpress deliveries will be suspended on Wednesday, November 11, 2015 as the state observes Veterans’ Day.

eContent Presentation, Round 2

For anyone who was unable to attend the eContent meeting in October, Gale staff will be presenting a webinar for Evergreen Indiana members on their Analytics on Demand product on Friday, November 13, 2015 at 11am EST. You do not need to preregister. They have offered to record the session and make it available after the fact if you’re interested but not available at that time.

JOIN THE AUDIO CONFERENCE
Dial-In:
1 (888) 291-0079 US Toll Free
1 (630) 827-6814 US Toll
Passcode: 7661 515#

JOIN THE WEB CONFERENCE
To join the web conference, copy and paste the following link:
http://www.yourconferencecenter.com/r.aspx?p=2&a=UytjoRgtINlOxP

Deadlines

Please send in your ballots for the Executive Committee vacancy! Ballots are due to the State Library by November 25, 2015.

Upcoming Evergreen Indiana Training Opportunities

December 7
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 9
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 16
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
December 17
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

Please forward and share with your staff and other interested parties. For additional information, please visit the Evergreen Indiana website.

by admin at November 10, 2015 03:24 PM

November 09, 2015

Evergreen community blog

Welcome Evergreen’s newest core committer, Kathy Lussier!

I am very pleased to announced that Kathy Lussier, project coordinator for the Massachusetts Library Network Cooperative, is Evergreen’s newest core committer!

Core committers are the folks entrusted with the responsibility of pushing new code to Evergreen’s main Git repository. Consequently, they serve as one of the final lines of defense against bugs slipping in. Kathy is eminently prepared for this role: since 2012, she has tested and signed off on over 250 patches written by others. During the same time period, she authored 100 code and documentation patches, with an especial focus on TPAC.

Kathy has also been very active in a wide variety of work to make coding for Evergreen happen more smoothly.  Some examples include analyzing requirements and writing specifications for various new features; helping to organize Evergreen Hack-A-Ways; helping to expand our use of automated tests; and and coordinating Evergreen’s participation in the GNOME Outreach Program for Women (now Outreachy).

We are fortunate and honored that Kathy Lussier has been a part of Evergreen for years, and I look forward to what she will accomplish in her latest role as a core committer.

by Galen Charlton at November 09, 2015 06:24 PM

November 04, 2015

Evergreen Indiana

Weekly Update — November 4, 2015

Committee News

The Fall 2015 Patron Services Roundtable has been archived and is now available for viewing. If you would like to print or view the slidedecks, they are available on the Evergreen Indiana Webinars page.

We will be hosting guests from the Resource Sharing Committee at the December 8, 2015 Executive Committee meeting to discuss the SRCS (Statewide Remote Circulation System) project. Please mark your calendars (1pm-3pm) to join us or view remotely via that meeting’s broadcast.

Support News

The Indiana State Library will be closed, and INfoExpress deliveries will be suspended on Wednesday, November 11, 2015 as the state observes Veterans’ Day.

Member News

South Whitley Community Public Library welcomes new director Vicki Builta.

Deadlines

Please send in your ballots for the Executive Committee vacancy! Ballots are due to the State Library by November 25, 2015.

The barcode and library card pool buy is now open; it will close on the 6th. Please get your orders in now!

Upcoming Evergreen Indiana Training Opportunities

December 7
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 9
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 16
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
December 17
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at November 04, 2015 05:23 PM

October 29, 2015

Equinox Blog and News

New Partnership Between Equinox and TALKINGTECH

FOR IMMEDIATE RELEASE
Duluth, GA–October 29, 2015

Equinox is pleased to announce a new working partnership with TALKINGTECH, the leader in library telephony services.  i-TIVA, TALKINGTECH’s interactive telephone messaging system, will be be available as an add-on service to our Evergreen Sequoia subscribers.  Equinox already helps its customers configure Evergreen for email, print, and SMS notices; adding a one-stop option for telephone notifications to patrons will be a wonderful addition for libraries and patrons.

Sean Young, TALKINGTECH General Manager of North America said, “We are extremely pleased to be partnering with Equinox. They are well respected  in the library community and have a great staff. Their customer-centric philosophy and dedication follows our same ideology, and as a result, they have created a very loyal group of customers. TALKINGTECH looks forward to working with Equinox, providing their customers with applications to enhance communication between them and their users.

Mike Rylander, Equinox President added, “TALKINGTECH is the leader in library telephony solutions, and Equinox is the leader in Evergreen ILS hosting, support, and development; our partnership is a natural one, and we expect great things now and down the road.  The big winner, however, will be our Sequoia customers, who will see reduced costs and streamlined procurement procedures thanks to this relationship.  TALKINGTECH’s i-TIVA product has the features and maturity libraries expect, and Equinox, with more Evergreen integration and support experience than anyone else, has the expertise needed to fully leverage those features for our library customers.”

About TALKINGTECH

TALKINGTECH is a global leader in customer engagement and communications as well as payment technology solutions for some of the world’s largest organizations. Founded in 1986 and with deep expertise in the areas of customer engagement, payments and collections, TALKINGTECH is owned by TALKINGTECH Holdings headquartered in New Zealand and has offices across EMEA and Australasia and in the US.  Hundreds of libraries now have our i-TIVA systems providing vital services in the USA, Canada, United Kingdom, Europe, Australia, New Zealand and South Africa. For more information visit www.talkingtech.com.

About Equinox Software, Inc.

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

About Evergreen

Evergreen is an award-winning ILS developed with the intent of providing an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, almost 1200 libraries across the US and Canada are using Evergreen including NC Cardinal, SC Lends, and B.C. Sitka.  For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org.

 

by Sara at October 29, 2015 12:43 PM

October 27, 2015

Evergreen Indiana

Weekly Update — October 27, 2015

Support News

The Indiana State Library and INfoExpress deliveries will be closed on Tuesday, November 3, 2015 as the state observes Election Day.

Member News

Boswell-Grant Township Public Library welcomes new director Marie Brown.

Deadlines

Please send in your ballots for the Executive Committee vacancy! Ballots are due to the State Library by November 25, 2015.

The next barcode and library card pool buy will open on November 2, 2015 and close on the 6th. Please prepare your orders now!

Upcoming Evergreen Indiana Training Opportunities

December 7
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 9
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 16
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
December 17
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at October 27, 2015 07:43 PM

October 20, 2015

Evergreen Indiana

Weekly Update — October 20, 2015

2015 Regional Roundtable Wrap-up

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SoutheastRegional2015-0001
The Southeast Regional Roundtable met at Franklin County Library District’s Brookville Branch on October 15, 2015. 33 participants representing 14 library systems were in attendance.
Northeast Roundtable
The Northeast Regional Roundtable met at Peabody Public Library on October 16, 2015. 31 participants represented 15 libraries from the region.

Our thanks go out once more to all of our hosting libraries for the generous use of their space and hospitality. We very much value the opportunity to gather your feedback as we move forward with considering and implementing all of our many projects! Please continue to reach out to the ISL team and the committees in the coming months. As a quick review, these were the topics and issues that were reviewed with the feedback received:

Pest Policy/Procedures: Libraries would like to see this be both comprehensive and simple for staff to learn. The general mood was that prevention is key, and most libraries were comfortable with the idea of acquiring an oven for dealing with certain pests. There will probably be a formal presentation of the finalized materials next spring either as a roundtable or conference session.

eIndiana Updates: The planned integration of eIDC records into the Evergreen Indiana catalog with sample record views was demonstrated. The overall feedback was that participating libraries were pleased to finally see this content live. Student card access was discussed. Feedback from the first three roundtables was included in the packet that the eIndiana Advisory Committee used to make their determination. We collected additional feedback at the final 2 roundtables for consideration at the December meeting. Overall, participating libraries indicated the benefits far outweighed the negatives for allowing access.

Transits: We continue to search for the perfect balance between available resources and protecting transit materials. Please continue sharing your ideas! We are working on an update for the library shortnames to ensure more distinctiveness moving forward. Proposed names will be released later this fall. The DVD transit pilot continues to be of interest to several libraries and will probably begin in 2016 on a limited basis.

Age Protection: The final 2 roundtables were able to weigh in in-person on the discussion surrounding age protection options. Most libraries are considering experimenting with some portion of their collection. We’ll gather results in the coming months to share!

Policy Updates: We reviewed the implementation of the 2016 membership fee and projected budget. We also discussed the new Alternate ID for Circulation policy.

SRCS: Expanded options for resource sharing are ahead! Please watch for dedicated presentations this fall as we discuss how Evergreen Indiana may be involved in this state-wide effort to offer patron-driven ILL.

Development Requests:

  • Improved support for homebound/outreach clientele
  • Ability to set preferred landing tab in patron record
  • Sticky due dates
  • Rename the Logout button in the SelfCheck interface
  • Make patrons clickable in the “Last few circulations” interface
  • Show previous borrower option in current circulation data
  • Patron app for mobile devices
  • Searchable copy/patron notes
  • Editable copy/patron notes
  • Renew patron option that automatically makes them active and extends privilege
  • Ability to lock down the annotation requirement in the billing interface
  • Ability to lock down the “Show inactive patrons” feature in patron searching
  • Introduce a SaveAs button in the Item Attributes Template Editor
  • Allow regional searching where patrons/staff could select multiple specific locations to search at once
  • Improved renewal/hold error messages

Policy Review Requests:

  • Transition Student to Education and include Teacher cards
  • Allow a more granular fine structure
  • Reduce the number of DVDs patrons are allowed to borrow at one time
  • Increase the number of renewals on all materials

Please continue to provide your feedback on these issues to the committees and ISL team!

Deadlines

Don’t forget to register for the fall Cataloging roundtable! We’ve got lots of great information to share with you!

Begin checking your stocks now for the next barcode and library card pool buy! The pool will open on November 2, 2015.

Upcoming Evergreen Indiana Training Opportunities

October 27
Fall Cataloging Roundtable, 10am-12pm, webinar (1 TLEU)
December 7
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 9
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 16
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
December 17
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at October 20, 2015 08:22 PM

October 14, 2015

Evergreen Indiana

Weekly Update — October 14, 2015

Evergreen Indiana to host 2016 Evergreen International Hack-A-Way

We’re delighted to announce that Evergreen Indiana has been selected to host the 2016 Hack-A-Way. The Hack-A-Way allows developers to gather and collaborate on projects of all types and sizes. Many great ideas and patches have been realized as the result of past Hack-A-Ways, and we’re very excited to bring all of these creative and helpful developers to Indiana!

Committee News

The Executive Committee met at the Indiana State Library on October 13, 2015. This meeting was recorded and may be viewed on YouTube.

The eContent Committee met at the Indiana State Library on October 13, 2015. We hosted a demonstration of Gale’s new Analytics on Demand product and discussing access to the eIndiana Digital OverDrive collection.

More detailed recaps of each meeting will be distributed to the listservs. Committee meetings are open, and member libraries are encouraged to attend and participate in the conversations.

Deadlines

Don’t forget to register for the fall Patron Services and Cataloging roundtables! We’ve got lots of great information to share with you!

Begin checking your stocks now for the next barcode and library card pool buy! The pool will open on November 2, 2015.

Upcoming Evergreen Indiana Training Opportunities

October 19
Fall Patron Services Roundtable, 10am-12pm, Webinar (1 TLEU)
October 27
Fall Cataloging Roundtable, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
December 7
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 9
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 16
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
December 17
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at October 14, 2015 05:46 PM

October 07, 2015

Evergreen Indiana

Weekly Update — October 7, 2015

Training News

The final 2015 Advanced Cataloging webinar series has been scheduled for December 16-17, 2015. Please use the links below to register. We are still finalizing the presented material for the Cat1 Refresher training. Updated requirements for completion will be provided once the class is available.

Committee News

The Executive Committee will be meeting at the Indiana State Library on October 13, 2015 at 1pm in Room 401. This meeting will be broadcast and recorded for viewing.

The eContent Committee will be meeting at the Indiana State Library on October 13, 2015 at 10am in Room 401. We will be hosting a demonstration of Gale’s new Analytics on Demand product and discussing access to the eIndiana Digital OverDrive collection.

Committee meetings are open, and member libraries are encouraged to attend and participate in the conversations.

Deadlines

Last call! Register now for the 2015 Regional Roundtables!

  • Southeast, Oct. 15, 2015, 10am-Noon, Franklin County Public Library District, Brookville Branch
  • Northeast, Oct. 16, 2015, 10am-Noon, Peabody Public Library

Upcoming Evergreen Indiana Training Opportunities

October 19
Fall Patron Services Roundtable, 10am-12pm, Webinar (1 TLEU)
October 27
Fall Cataloging Roundtable, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
December 7
Basic Circulation, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Holds, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 9
Basic Cataloging, 9am-12pm, Indiana State Library, Room 428 (3 TLEU)
Local Administration, 1:00pm-3:00pm, Indiana State Library, Room 428 (2 TLEU)
December 16
Advanced Cataloging, Part I, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.
December 17
Advanced Cataloging, Part II, 9am-Noon, Webinar. You must register for and attend both parts to be eligible for your Cat1 and receive your 6 TLEUs.

by admin at October 07, 2015 12:29 PM

September 18, 2015

Dyrcona's Evergreen Blog

Evergreen 2.9.0 Upgrade Script Problem

Chris Sharp, of Georgia Pines, detected a problem with the upgrade from Evergreen 2.8.4 to 2.9.0.  It would fail because of a table being modified while data was being also being inserted into it.

This problem has been corrected and a new release uploaded to the public download server: http://evergreen-ils.org/egdownloads/

If you have already downloaded Evergreen 2.9.0 from that location and plan to upgrade, you must download it again or the upgrade will fail.

If you are planning to upgrade using git, the public repositories have been updated, so doing a git pull will get you the fixed upgrade script.

As the release manager for 2.9, I apologize for any inconvenience this causes.


In my defence, this is the largest upgrade script in Evergreen history so far.

by Jason Stephenson (noreply@blogger.com) at September 18, 2015 07:56 PM

September 16, 2015

Evergreen community blog

Evergreen 2.9.0 released

Thanks to the efforts of many contributors, the Evergreen community is pleased to announce the release of version 2.9.0 of the Evergreen open source integrated library system. Please visit the download page to get it!

New features and enhancements of note in Evergreen 2.9.0 include:

  • Evergreen now supports placing blanket orders, allowing staff to invoice an encumbered amount multiple times, paying off the charge over a period of time.
  • There is now better reporting of progress when a purchase order is activated.
  • The Acquisitions Administration menu in the staff client is now directly accessible from the main “Admin” menu.
  • There is now an action/trigger event definition for sending alerts to users before their accounts are scheduled to expire.
  • When registering a new user, the duplicate record search now includes inactive users.
  • Evergreen now offers more options for controlling whether and when users can carry negative balances on their account.
  • The web-based self-check interface now warns the user if their session is about to expire.
  • The “Manage Authorities” results list now displays the thesaurus associated with each authority record.
  • Item statistical categories can now be set during record import.
  • The web staff interface preview now includes cataloging functionality, including a new MARC editor, Z39.50 record import, and a new volume/copy editor.
  • The account expiration date is now displayed on the user’s “My Account” page in the public catalog.
  • Users can now sort their lists of items checked out, check out history, and holds when logged into the public catalog.
  • The bibliographic record source is now available for use by public catalog templates.
  • The public catalog can now cache Template Toolkit templates, improving its speed.
  • On the catalog’s record summary page, there is now a link to allow staff to to forcibly clear the cache of added content for that record.
  • Google Analytics (if enabled at all) is now disabled in the staff client.
  • Several deprecated parts of the code have been removed, including script-based circulation policies, the open-ils.penalty service, the legacy self-check interface, and the old “JSPAC” public catalog interface.

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

Enjoy!

by Jason Stephenson at September 16, 2015 11:49 PM

September 15, 2015

Equinox Blog and News

Autumn Adventures

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It’s getting down to a brisk 70 degrees here in Georgia and that can only mean one thing:  Fall is upon us!  Next week, it will likely hit 90 degrees again but that won’t deter us from wearing sweaters and drinking pumpkin spice everything!  (Sometimes, Autumn only lasts two weeks here in the south.  We take what we can get.)  The drop in temperature means one other thing–it’s time for Fall conferences and meetings in Libraryland!  Here’s what the Equinox team will be up to for the rest of the year.

Our Sales Manager, Shae Tetterton, will be in State College, Pennsylvania on October 7 for the PaLA Conference.  This year’s theme is “Pennsylvania Libraries:  Engage, Educate, Enrich”.  Right after Pennsylvania, Shae will be in Greensboro, North Carolina for the NCLA Conference.  The theme for this conference is “Make It Matter”.  Shae will finish out the month of October in Manchester, New Hampshire for the New England Library Association’s annual conference.  For these three conferences, Shae would be happy to set up a time to meet with you to discuss Open Source options for your library, or you can find her in the Equinox booth.

Equinox is also proud to be sponsoring several events at these conferences.  We are sponsoring the “PaILS and SPARK PA Update” at PaLA.  At NELA, we will be sponsoring the Sunday Annual Banquet.  In North Carolina, Equinox is the Platinum sponsor for the President’s NCLA Endowment Dinner.

Equinox Education Manager Angela Kilsdonk will be continuing her professional development in Minneapolis November 12-15 for the LITA Forum.  

Galen Charlton, Infrastructure and Added Services Manager, will leave behind his beloved cats for a few days of hacking at the Evergreen Hack-A-Way in Danvers, Massachusetts in early November.  He’s sure to be tweeting profusely during the event, you can follow along at @gmcharlt on Twitter.  The official hashtag for the event will be #hackaway15.

While Galen is hacking away on Evergreen, Erica Rohlfs, Project Manager for Implementation, will be in Charleston, South Carolina for the Charleston Library Conference.  As is her custom, we’re sure she’ll take some lovely photos of Charleston in between sessions.

Phew!  As if that weren’t enough to keep us busy this fall, we’re also looking to add to the team.  We have openings for a Systems Administrator and a Software Developer.  If you’re interested in these positions, please email careers@esilibrary.com.  We’d love to hear from you!

by Sara at September 15, 2015 05:29 PM