Archive for October, 2008

Evergreen Newsletter, November 2008

Friday, October 31st, 2008

Evergreen Newsletter

The newsletter for Evergreen open source library software

Volume 1, Issue 1
November, 2008

Welcome to the Evergreen newsletter!

This is a new monthly publication by and for the communities coalescing around Evergreen open source library automation software. See the end of the newsletter for how to submit for the December issue of the Evergreen Newsletter.

We will post this newsletter to the Evergreen “general” discussion list and to this blog. Cross-posting is encouraged.

Save These Dates

Evergreen at ALA Midwinter 2009: Come to an Evergreen social function (Birds of a Feather Nosh Together?) Saturday, January 24, 5:30 – 7:30, at a very nice locale near the Denver convention center. We’ll open registration for this soirée in early December.

Evergreen at Ontario Library Association 2009
: expect a Birds of a Feather, plus enjoy the Evergreen-related programs.  Dan Scott has an excellent post describing the Evergreen programs at OLA.

Upcoming Webinars: By late November, expect another webinar on 1.4 — either a broad overview, or a focus on interesting features such as the in-database circulation rules. Ask for more webinars on the Evergreen discussion lists!

Curious about 1.4?

Southwest GA. Regional Library System (At left, Curious George at the Southwest Georgia Regional Library System.)

The first release candidate for Evergreen 1.4 became available October 17, 2008. By the time you read this newsletter, 1.4rc1 may have been preempted by 1.4rc2 (the second release candidate). The Evergreen download page should point you to the latest version.

Some of the highlights of 1.4 include a multi-target Z39.50 client built into the staff client, in-database circulation rules, web self-check (actually available in 1.2.3.1), courtesy reminder notices, and some work to speed up billing.

We shook a few bugs out of the first release — that’s what testing is for! — so all but the most curious may want to wait a few days for 1.4rc2. We can’t say enough in favor of testing;  developers and community members test so that fewer may suffer.

The technically-facile are encouraged to download the code and install away. The rest of us can download the staff client, point it at the development server, and walk through typical tasks (registering patrons, paying fines, etc.) plus play with Vandelay (the importer-exporter), noodle around with the multi-target Z39.50 client, etc. Share your thoughts through the Evergreen mailing lists.

Wiki Wonderfulness

Hot off the press: a section on the Evergreen wiki devoted to community-contributed documentation and tutorials. Special thanks to SITKA, Michigan Evergreen, Evergreen Indiana, Innisfil, and Mohawk College for sharing their time and talents.

Vandelay Webinar Now Online

The community-contributed tutorials page includes a link to a recording of the October 30 webinar for Vandelay. Over 50 members of the Evergreen community met online to see the record importer-exporter featured in 1.4. The discussion was lively, Vandelay was well received, and more feedback for Vandelay followed on the discussion lists (particularly for supporting large numbers of targets).

Equinox Software recorded the session and Robert Soullier of Mohawk College did the post-recording video editing. Bravo Robert!

Acquisitions: Car Wheels on a Gravel Road

Acquisitions has seen steady progress. For the remainder of 2008, development for acquisitions will slow down due to other development deadlines. But we have dates in 2009 staring us in the face, and we certainly hear everyone loud and clear when they tell us acquisitions is essential, so we will pick up speed again in early 2009.

In the meantime, if you haven’t done so already, you can view the Acquisitions webinar recorded in late September.

You can also view the Evergreen acquisitions roadmap.

Evergreen on Flickr and Delicious

Evergreen now has a Flickr set (we’ll upgrade to Pro if we get enough traffic or pictures to warrant it) and a Delicious set.

If you’re on Flickr, you can join the pool, friend the set, etc.

If you’re on Delicious, you can push suggested links by tagging them with for:evergreenils
In either case, you can add Flickr and Delicious services to Friendfeed.

Oh, and Evergreen has for a long time had a group page in Facebook!

Documentation be Nimble, Documentation Be Quick

Thanks to a generous grant from the Mellon Foundation, the Evergreen project has four contract documentation writers working on these topics: reports; Vandelay; cataloging; and acquisitions. (See, we’re far enough along with ACQ to begin documenting it!) The writers are working apace and the drafts are looking good. Drop Karen, Equinox Community Librarian a line if you’d like to see drafts in progress; we won’t post any live until we’re farther along in the writing process.

We are considering moving to DocBook for the “formal” documentation. If you have experience with DocBook, comment on or off one of the Evergreen lists.

Evergreen at Access

James Fournier

See this Evergreen Blog post for a round-up of all things Evergreen at the terrific Access 2008 conference. (At right is James Fournier of SITKA at the Evergreen Birds of a Feather.)

Evergreen Mailing Lists Now Archived By Markmail

Thanks to suggestions from Evergreen community members, the Evergreen general, development, and documentation lists are now archived by Markmail, for easy searching and browsing and an attractive interface.

New Evergreen Libraries: Welcome Aboard!

Below are the newest Evergreen libraries — the Evergreen installations known to have taken place in October, 2008. If you’d like to follow along as libraries join the Evergreen community, you can subscribe to the Equinox press release feed, which will announce most known Evergreen implementations. The Equinox press release feed was recently tweaked to make it easier to track and share the releases.

Also see the growing list of Evergreen libraries.

SITKA

Midway Public Library

Nakusp Public Library

Evergreen Indiana

Adams Public Library

Colfax-Perry Township

Franklin County Public Library District

Jackson County

Lebanon

Mooresville

Plainfield-Guilford Township

Union County

Michigan Evergreen

Niles Public Library

Onesies

Innisfil Public Library, Ontario, Canada 

Newsletter Administrivia

Feel free to forward, share, etc.!

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

Evergreen Release Candidate 1.4 Available

Tuesday, October 21st, 2008

On Friday, October 17, 2008, the Evergreen community released Evergreen 1.4, Release Candidate 1. It is linked on the project website downloads page.

As noted elsewhere, in software, a release candidate (or RC) is similar to a political candidate: it should have a strong platform, it should be more “walk” than “talk,” and it’s out there for evaluation.

RC 1.4 is suitable for testing new installations of Evergreen and trying out the great new features available in version 1.4. Partial upgrade instructions from the 1.2 series are available and will evolve throughout the Release Candidate process.

This will not be the last Release Candidate for 1.4, but barring major issues other than installation and upgrade cleanup, it is very close. We invite and encourage you to download and install this version for testing purposes but recommend that you wait until the final 1.4.0.0 release for production use. This version of Evergreen requires version 1.0 or greater of OpenSRF, also on the downloads page.

You can read more about 1.4 on the Evergreen Development Roadmap.

Also see this post from Equinox Software describing just two of 1.4’s features — courtesy notices and non-SIP self-check.

Here are a few of the outward-facing 1.4 features and the status of their development in RC 1.4:

  • Improved administrative interfaces for defining organizations and permissions — in place
  • New interface for circulation rules –the back-end is in place, the UI is imminent
  • Credit card payments — back-end completed, awaiting community discussion on interface
  • Multi-source Z39.50 search for staff — in place. The UI hasn’t been finished for configuring the Z targets, but these can still be set in the script.
  • Pre-overdue (reminder) notices — in place
  • SRU/Z39.50 server — in place
  • Publication date filtering in advanced OPAC search — in place
  • Preferred-language setting at both system and organizational level for search results is in place in the back-end, though we need a little more work to make this available in the UI.
  • Web-based batch record importer/exporter (Vandelay) — done, except for the UI for holdings import
  • Unrecovered debt — mostly done, with a little permissions work needed to wrap it up

Congratulations to the developers — and please do test this out and report back!

Save the Date! Evergreen Conference, May 20-22, 2009

Monday, October 20th, 2008

We can now announce it! The first-ever Evergreen Conference will be May 20-22, 2009 at the Classic Center in Athens, Georgia, following the Georgia PINES annual meeting. The Classic Center is commodious and lovely, and Athens, just an hour from Atlanta, is a fun place with a nice downtown just in walking distance from the Center.

The Evergreen Conference is being planned by Georgia Public Library Service, SOLINET, and Equinox Software.

What to expect

The details are still being worked out, but expect a lively mix of speakers, lightning talks, Birds of a Feather (topic discussions organized on-site), and of course, a hackfest! To encourage mingling and sharing, plenty of time will be factored in for breaks and meals.

Hackfest joy!

Hackfest-types: it’s reasonable to assume that May 20 will be a full-day hackfest opportunity. (For those unfamiliar with this term, a “hackfest” is a time for developers to get together and work like mad on projects, like the Evergreen SOPAC and LibX projects worked on at Access 2008.) The hackfest may overlap with PINES meeting activities on the 20th, but we’re anticipating that’s not an issue.

Lightning Strikes — Twice, Thrice, Many Times!

Courtesy of BAHA ArchivesThe Evergreen Conference will also likely feature the increasingly-popular lightning talks (sometimes called Thunder Talks or Five-Minute Madness). This weekend at LITA Forum someone commented that she learned more from lightning talks than from longer sessions. Perhaps when people only have 5 minutes to present, they get focused.

The conference might also solicit lightning-talk topics online in advance, or offer a mix of pre-submitted topics and on-site reports. (Access 2008 did a particularly nice job of incorporating Hackfest reports into its schedule.)

What else? Questions? Suggestions? Ideas? Pecha Kucha? Time set aside for an Evergreen Maypole Dance?

Access 2008: the Fall Fashion Color was Evergreen!

Tuesday, October 7th, 2008

Electropus 2

(Note: see the new Evergreen Flickr set and Delicious set for more linkalicious pleasure.)

Many good topics were discussed at Access 2008 in Hamilton, Ontario this past weekend, but Evergreen seemed to be every other word (the alternate word was LibX).

As you can see from the photo on the left (by Evergreener David Fiander), Access was a laptoppy sort of conference, whose attendees spent their days feverishly taking notes, chatting with one another online, and otherwise being at one with their geeky selves.

Access began with a day-long Hackfest (which is where developers gather and tackle projects). Evergreen figured in three of the Access Hackfest activities:

* A LibX connector. LibX is a library-resource browser plugin on steroids, led by Annette Bailey and Godmar Back of Virginia Tech. With Godmar’s help, LibX got a connector for Evergreen.

* Zotero. Dan Scott of Laurentian University (part of Project Conifer) led the way on this project to make Zotero, an open-source citation manager, work with Evergreen’s default OPAC. (Zotero already works with the Slimpac, Evergreen’s mobile/low-fi Interface.) Fabu! This functionality will be available in 1.4.

* SOPAC. Nick Ruest (McMaster) and Michael Vandenburg (Kingston Frontenac Public Libraries) spent a profitable 8 hours getting down and dirty with a SOPAC-Evergreen implementation.  SOPAC is an OPAC replacement–well, that’s not quite doing it justice; SOPAC is a user-engagement layer that also employs an open-data social software repository. Coolness indeed. Alas, the clock ran out before Nick and Michael could get entirely through this very complex project, but they made beaucoup headway.

During Access, the Robertson Library in UPEI announced that it had integrated Google Book Search into its Evergreen installation. Fascinating project! Check out the nifty examples and keep your eye on this as it evolves.

Hackfests last a day, and then people have to return to their usual commitments; but if you have interest in helping along any of these projects — the Evergreen “general” discussion list was abuzz this week! — there are many ways to reach the Evergreen community (including commenting on this blog).

We also heard word of a library developer working on a Vufind connector for Evergreen — a very Evergreen-ery idea indeed.

Meanwhile, several excellent presentations focused on Evergreen, such as these talks by John Fink and Dan Scott.

Finally, at the Evergreen Birds of a Feather, several people suggested using MarkMail for the Evergreen list archives. That is an idea that is happening right now — live posts are being archived, and the backfiles will be there soon, very soon. Thanks also to Jason at MarkMail!