Evergreen Conference Presentations
| Year | Type | Name_raw | Description_raw | Presenter_raw | Slides_raw | Recording_raw | Name | Description | Presenter | Slides | Recording |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | Session | Opening Remarks | Lamar Veatch, Georgia State Librarian | http://www.archive.org/details/OpeningRemarksLamarVeatchEvergreenInternationalConference2009 | Opening Remarks | Lamar Veatch, Georgia State Li | slides | ||||
| 2009 | Keynote | Opening Keynote, "Song of the Open Road" | Joe Lucia | http://www.archive.org/details/JoeLuciaKeynote_eg09 | Opening Keynote, "Song of the | Joe Lucia | slides | ||||
| 2009 | Keynote | Closing Keynote, "A Big Fan of Open" | Jessamyn West | http://www.archive.org/details/eg09West | Closing Keynote, "A Big Fan of | Jessamyn West | slides | ||||
| 2009 | Session | Migration Nation: Planning for Success | This will be a lively, well-informed panel presentation by three experts well-versed in Evergreen migrations. Learn what you can do ahead of time to make your migration more successful and what tasks and resources are involved in a typical migration schedule. Panelists: Jennifer Bielewski, Educational Services Librarian; Katherine Gregory, PINES Services Specialist; and Shae Tetterton, Equinox Project Manager. | Jennifer Bielewski, Katherine Gregory, Shae Tetterton | https://www.slideshare.net/evergreenils | Migration Nation: Planning for | This will be a lively, well-in | Jennifer Bielewski, Katherine | slides | ||
| 2009 | Session | You’re Live… Now What? | This presentation by Emily Almond, PINES Software Development Manager, will describe the post-migration activities of evolving the balance of support and expertise so you can use Evergreen for the benefit of all stakeholders and continue organizationally to remain a flexible, knowledgeable library. | Emily Almond, PINES | https://www.slideshare.net/evergreenils | You’re Live… Now What? | This presentation by Emily Alm | Emily Almond, PINES | slides | ||
| 2009 | Session | Ready, Fire, Aim! Lessons Learned from a New Shared Catalog | Evette Atkin, Evergreen Coordinator at Michigan Library Consortium, will describe the Michigan Library Consortium's pilot project to create an Evergreen shared catalog. Seven pilot libraries went live on Evergreen during the Summer/Fall of 2008. Facing a steep learning curve, no applicable model, little to no instruction and very few resources, they forged ahead into the unknown, yielding many expected and unexpected results… and lived to tell about it. | Evette Atkin, Michigan Library Consortium | https://www.slideshare.net/evergreenils | Ready, Fire, Aim! Lessons Lear | Evette Atkin, Evergreen Coordi | Evette Atkin, Michigan Library | slides | ||
| 2009 | Session | The Emotional Impact of Open Source | PINES Program Director Elizabeth McKinney will share how moving to an open source ILS is a major sea-change for libraries that have been accustomed to the workflows and relationships from the proprietary software world. | Elizabeth McKinney, PINES | https://www.slideshare.net/evergreenils | The Emotional Impact of Open S | PINES Program Director Elizabe | Elizabeth McKinney, PINES | slides | ||
| 2009 | Session | Get Out of the Frying Pan! | Sure, Evergreen is exciting because it is free and Open Source, but the best part of moving to Evergreen is the opportunity to control your destiny. With an Open Source Library System you have the potential to empower your staff and optimize your users' experiences by getting involved in improving the software. There are many ways to get involved that can make a big difference in where Evergreen development goes and how fast it gets there. This session uses activities and interactive games to help participants understand (from the inside) the cultural shift that needs to happen so they can take advantage of their participation in this Open Source project and not just remain passive bystanders. | Lori Ayre, The Galecia Group and Cheryl Gould, Fully Engaged Libraries | https://www.slideshare.net/evergreenils | Get Out of the Frying Pan! | Sure, Evergreen is exciting be | Lori Ayre, The Galecia Group a | slides | ||
| 2009 | Session | Evergreen in BC Libraries: The SITKA Story | In April 2007, BC public libraries endorsed a proposal to pilot Evergreen and struck an ILS Advisory Committee to manage a consortial installation of Evergreen. Since then, fourteen libraries have gone live, with up to 17 more in the queue for 2009, and many more beyond. Learn how the SITKA initiative went from idea to implementation in just | Ben Hyman, BC SITKA | https://www.slideshare.net/evergreenils | Evergreen in BC Libraries: The | In April 2007, BC public libra | Ben Hyman, BC SITKA | slides | ||
| 2009 | Session | Evergreen: Easy to Learn, Easy to Use | This is a great program for people just beginning to learn about Evergreen that will also showcase Evergreen's user-friendliness. Dawn Dale, PINES Helpdesk Assistant, will walk you through an overview of daily functions for front-line library staff, including issuing cards, searching for patrons, grouping families, checking out and in, searching the catalog, placing holds, and understanding the features in the "My Account" function. | Dawn Dale, PINES | https://www.slideshare.net/evergreenils | Evergreen: Easy to Learn, Easy | This is a great program for pe | Dawn Dale, PINES | slides | ||
| 2009 | Session | Evergreen in Armenia | There are a number of potential Evergreen deployments in developing countries. A team of technical librarians at the Fundamental Scientific Library in Armenia have worked hard to make Evergreen a success. The Library leads a network of libraries in 30 research institutions. Early testing and study of a range of FOSS ILSs identified Koha and Evergreen as the most likely candidates. Participation in the eIFL-FOSS ILS Project provided a platform for piloting both ILSs, eventually settling upon Evergreen as the preferred choice. Presenter: Tigran Zargaryan, Fundamental Scientific Library. | Tigran Zargaryan, Fundamental Scientific Library, Armenia | https://www.slideshare.net/evergreenils | Evergreen in Armenia | There are a number of potentia | Tigran Zargaryan, Fundamental | slides | ||
| 2009 | Session | Voices of Experience | PINES administrative staff from the Georgia Public Library Service (GPLS), along with PINES member library staff will present a panel discussion of the issues involved, lessons learned, and benefits gained from developing and using the Evergreen ILS since September 2006. GPLS staff will share the origins of the decision to move from vendor-based library automation solutions to the homegrown Open Source solution that became Evergreen, then will take questions from conference attendees. Led by Chris Sharp, PINES Program Manager. | Chris Sharp, GPLS | https://www.slideshare.net/evergreenils | Voices of Experience | PINES administrative staff fro | Chris Sharp, GPLS | slides | ||
| 2009 | Session | Bibliographic Database Integrity | Establishing and maintaining a shared database that is clean and stays clean is a challenge in a consortial environment. Using the PINES experience, the presenters, both with extensive cataloging expertise, will discuss best practices and how to avoid clean-up problems. Bin Lin will discuss the importance of developing consortial policies and procedures for cataloging, training and adhering to standards in the consortial environment for both in-house cataloging and working with outsourcing. Elaine Hardy will discuss known problems with the PINES database, illustrating the hazards of merging databases with divergent levels of quality and multiple sources for bibliographic records. | Elaine Hardy and Bin Lin, PINES | https://www.slideshare.net/evergreenils | Bibliographic Database Integri | Establishing and maintaining a | Elaine Hardy and Bin Lin, PINE | slides | ||
| 2009 | Session | Electronic Government Publications for PINES | Evergreen is a fine venue for electronic documents, and the presenters will offer some actual examples of some items in PINES. The presenters have extensive experience in this area and will discuss collection development, cataloging, and cost considerations of adding significant content to the catalog. Presenters will display publications for a variety of patron types, offer concrete suggestions for selection, and distribute handouts. Co-presenters: Jim Veatch, Technical Services Manager, Bartram Trail Regional Library, Washington, GA and Justine Veatch, Library Consultant, Evans, GA. | Jim Veatch, Justine Veatch | https://www.slideshare.net/evergreenils | Electronic Government Publicat | Evergreen is a fine venue for | Jim Veatch, Justine Veatch | slides | ||
| 2009 | Session | Evergreen and Small Libraries | Do you want to go Open Source, but worry that it's too difficult to manage? Are you a small library with limited technology support? Are you an Administrator looking to cut costs without sacrificing service? Then you need to hear Karen Collier and Andrea Buntz Neiman of Kent County Library in Maryland tell the tale of two young librarians who jumped to Evergreen Open Source, how they did it in 6 months with a do-or-die deadline, and their tips and favorite features for Evergreen. | Karen Collier and Andrea Buntz Neiman, Kent County Public Library, Maryland | https://www.slideshare.net/evergreenils | Evergreen and Small Libraries | Do you want to go Open Source, | Karen Collier and Andrea Buntz | slides | ||
| 2009 | Session | Evergreen Globalization: Past, Present, and Future | Globalization is the process of enabling software to support interaction using different sets of cultural norms, such as translating text into different languages and displaying numbers, dates, times, and currencies with different formatting. Over the past three years, Evergreen has made significant progress on globalization: as of the 1.4 release, Evergreen comes bundled with French, Armenian, and Czech translations. In this session, we will trace Evergreen's globalization progress from 1.0, outline the infrastructure used to support globalization as of 1.4, and draw a roadmap for future enhancements to the globalization infrastructure and processes. | Dan Scott, Laurentian University) | http://coffeecode.net/archives/193-Globalization-presentation-at-Evergreen-International-Conference-2009.html | https://www.slideshare.net/evergreenils | Evergreen Globalization: Past, | Globalization is the process o | Dan Scott, Laurentian Universi | slides | recording |
| 2009 | Session | Building New Interfaces | Evergreen and OpenSRF provide a rich infrastructure for accessing, displaying, and managing data within the system. In this talk, Bill Erickson, Evergreen developer, will start a brief overview of some low-level building blocks, including the object-relational mapping in Evergreen and permission-based data access using the open-ils.pcrud service. This will be followed by a discussion of user interface constuction tools used in Evergreen, including DojoSRF/http-translator, dojo, Template Toolkit, and auto-widgets. The session will end with the construction of a basic new | Bill Erickson, Equinox | https://www.slideshare.net/evergreenils | Building New Interfaces | Evergreen and OpenSRF provide | Bill Erickson, Equinox | slides | ||
| 2009 | Session | Predicting the Future with MFHD | MARC 21's "MARC Format for Holdings Data" (MFHD) defines two types of data formats intended to help support activities as diverse as claiming missing journal issues, providing a compact and accurate listing of the library's holdings for a giving journal, and determining if the library holds a given issue of a journal. All of these depend on being able to calculate the publication information for the "next" issue. Because the real world of journal publishing is complicated and messy, MFHD is complicated. This talk will give some real-world examples of serial publication patterns that can be challenging to interpret, show how those patterns can be described using the MARC Format for Holdings Data, and discuss the challenges faced in implementing MFHD for Evergreen. | David Fiander, University of Western Ontario | https://www.slideshare.net/evergreenils | Predicting the Future with MFH | MARC 21's "MARC Format for Hol | David Fiander, University of W | slides | ||
| 2009 | Session | Bits and Pieces from the UPEI Evergreen Experience | The University of Prince Edward Island has been using Evergreen 1.2.3 since June 2008. Bits and pieces of the UPEI implementation will be presented, including the rollout process, modification of perspectives, opportunities for workflow change, customizations, and extensibility. Come and explore a few of the ideas we implemented with Open Source and open API in the Evergreen environment, including integration with Drupal, CUFTS, Refworks, Google and more. Brainstorming welcome! | Grant Johnson, University of Prince Edward Island | https://www.slideshare.net/evergreenils | Bits and Pieces from the UPEI | The University of Prince Edwar | Grant Johnson, University of P | slides | ||
| 2009 | Session | OpenSRF: Not your father's transparent, cross-platform, multi-language, load balancing, highly available application cluster development framework – OR – How I stopped worrying and learned to love Jabber | An overview of OpenSRF (Open Service Request Framework), including how it is used within Evergreen, and why it is important for scaling Evergreen installations to any size, large or small. This session will start with a semi-technical overview of OpenSRF, after which we will have Q&A time to discuss the details of OpenSRF in as much or as little technical detail as the audience would like. | Mike Rylander, Equinox | https://www.slideshare.net/evergreenils | OpenSRF: Not your father's tra | An overview of OpenSRF (Open S | Mike Rylander, Equinox | slides | ||
| 2009 | Session | Electronic Resource Management | George Duimovich of Natural Resources Canada (that country's counterpart to our EPA) will explore ERMs. How does Evergreen move forward with ERM functionality? Are there opportunities to provide solutions across a broader spectrum of ERM requirements, perhaps starting with "ERM lite" rather than "ERM heavy"? And how do we enable Evergreen to better integrate with existing Acquisitions and Serials modules? Duimovich will discuss how despite some potential vendor lock-in issues, commercial solutions may be worth exploring due the current concentration of e-resources "knowledgebases" in the hands of proprietary vendors. | George Duimovich, Natural Resources Canada | https://www.slideshare.net/evergreenils | Electronic Resource Management | George Duimovich of Natural Re | George Duimovich, Natural Reso | slides | ||
| 2010 | Session | Acquisitions Roundup | Bill Erickson | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:eg2010-bill-erickson-acq-roundup.pdf | Acquisitions Roundup | Bill Erickson | slides | ||||
| 2010 | Session | Bib Template | Dan Scott | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:bibtemplate-scott.pdf | Bib Template | Dan Scott | slides | ||||
| 2010 | Session | Lifecycle of an OpenSRF Request | Scott McKellar | Lifecycle of an OpenSRF Reques | Scott McKellar | ||||||
| 2010 | Session | Migration & Training | Shae Tetterton, Sally Fortin | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:migrationandtraining-fortin-tetterton.pdf | Migration & Training | Shae Tetterton, Sally Fortin | slides | ||||
| 2010 | Session | Managing Serials with Evergreen | Dan Wells, Steven Putt | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:eg2010-calvin-serials.ppt | Managing Serials with Evergree | Dan Wells, Steven Putt | slides | ||||
| 2011 | Session | 10 Percent Wrong 90 Done | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:2011_10_percent_wrong.zip | 10 Percent Wrong 90 Done | slides | ||||||
| 2011 | Session | After the Trainer Leaves | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:after_the_trainer_leaves.pptx | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:after_the_trainer_leaves_handouts.zip | After the Trainer Leaves | slides | recording | ||||
| 2011 | Session | Authority Records in Evergreen 2.0 | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:authorities.zip | Authority Records in Evergreen | slides | ||||||
| 2011 | Session | Awash In A Sea of Connections | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:awash_in_a_sea_of_connections.pdf | Awash In A Sea of Connections | slides | ||||||
| 2011 | Session | A Clockwork Hippo: How holds work in Evergreen | http://evergreen-ils.org/~corinne/Hippos_Final.ppt | A Clockwork Hippo: How holds w | slides | ||||||
| 2011 | Session | Fine Calculations Via PL/pqSQL | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:evg2011-overdues.pdf | Fine Calculations Via PL/pqSQL | slides | ||||||
| 2011 | Session | Making the Most of Evergreen Reports with Microsoft Excel | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:making_the_most_of_evergreen_reports_with_microsoft_excel.pdf | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:making_the_most_of_evergreen_reports_handouts.zip | Making the Most of Evergreen R | slides | recording | ||||
| 2011 | Session | Serials: Learning to Cope When You've Got Issues | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:eg-serials-presentation-2011.zip | Serials: Learning to Cope When | slides | ||||||
| 2011 | Session | State of Evergreen | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:soe_3b.ppt | State of Evergreen | slides | ||||||
| 2011 | Session | There's More Than One Way to Skin a Catalog//Exploring VuFind | http://evergreen-ils.org/~corinne/skinasopac.pdf | There's More Than One Way to S | slides | ||||||
| 2011 | Session | Administering Evergreen the PINES Way | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:administering_evergreen_the_pines_way.ppt | Administering Evergreen the PI | slides | ||||||
| 2011 | Session | Delicious Data: Automated Techniques for Complex Reports | https://wiki.evergreen-ils.org/lib/exe/fetch.php?tok=d4e745&media=http%3A%2F%2Fevergreen-ils.org%2F~bshum%2Feg11%2F2011-04-29%2520-%2520EG%2520Reports%2520-%2520Delicious%2520Data.key | Delicious Data: Automated Tech | slides | ||||||
| 2011 | Session | Evergreen Staff Training: Online and Just in Time | http://evergreen-ils.org/~corinne/EG%20Staff%20Training%20_Online%20and%20Just%20in%20Time!.pptx | Evergreen Staff Training: Onli | slides | ||||||
| 2011 | Session | Getting Involved in Evergreen Documentation | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:getting_involved_in_documentation.zip | Getting Involved in Evergreen | slides | ||||||
| 2011 | Session | ILS Migration Project Manager's Jambalaya | http://evergreen-ils.org/~corinne/ILSPMsJambalaya.pptx | ILS Migration Project Manager' | slides | ||||||
| 2011 | Session | Introduction to Reports in Evergreen | http://library.berklee.edu/eg/conference_2011/Introduction%20to%20Basic%20Reports.pptx | Introduction to Reports in Eve | slides | ||||||
| 2011 | Session | Softly, Softly, Catchee Monkey: Successful Development and Implementation | http://evergreen-ils.org/~corinne/Softly%20Softly%20Catchee%20Monkey.pptx | Softly, Softly, Catchee Monkey | slides | ||||||
| 2011 | Session | Stuff, Stuff, and More Stuff | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:stuff_stuff_and_more_stuff.pdf | Stuff, Stuff, and More Stuff | slides | ||||||
| 2011 | Session | What We Learned Doing OpenSRF Java | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:evg2011-java.pdf | What We Learned Doing OpenSRF | slides | ||||||
| 2011 | Session | World Wide Web Home Page | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:world_wide_web_home_page.zip | World Wide Web Home Page | slides | ||||||
| 2011 | Session | Xen Virtualization and Multi-brick Environment Experiences | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:xen_virtualization_and_multi-brick_environment_experiences.pptx | Xen Virtualization and Multi-b | slides | ||||||
| 2011 | Session | Evergreen Governance Committee Presentation | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:governancecommittee.ppt | Evergreen Governance Committee | slides | ||||||
| 2012 | Session | DIG Interest Group | http://evergreen2012.org/presentations/25%20Wednesday/EGConfDIGmeetingpresenttiaon.pdf | https://docs.google.com/presentation/d/1o8HruJayUSEvXQlU_IjU6xN3cJbuw3yagENlcUM7sUU/pub#slide=id.p | DIG Interest Group | slides | recording | ||||
| 2012 | Session | State of Evergreen | http://git.evergreen-ils.org/?p=working/random.git;a=blob;f=state_of_evergreen/state_of_evergreen_development.txt;hb=refs/heads/user/dbs/eg2012_dev_ecology | State of Evergreen | slides | ||||||
| 2012 | Session | Intro to the Evergreen Community | http://prezi.com/sbrhsk3xkgzq/evergreen-community-introduction/ | Intro to the Evergreen Communi | slides | ||||||
| 2012 | Session | You Don’t Have to Be a Mechanic to Drive a Car | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:egconference2012-genasyspresentation-120426131841-phpapp01.ppt | You Don’t Have to Be a Mechani | slides | ||||||
| 2012 | Session | Conservancy, Evergreen’s Non-Profit Home | http://www.ebb.org/bkuhn/talks/Evergreen-2012/conservancy.html | Conservancy, Evergreen’s Non-P | slides | ||||||
| 2012 | Session | Mother May I? | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:mother_may_i_permissions_in_evergreen.pdf | Mother May I? | slides | ||||||
| 2012 | Keynote | Keynote speaker, Jono Bacon | Jono Bacon | Keynote speaker, Jono Bacon | Jono Bacon | ||||||
| 2012 | Session | Getting Ready for Migration | Getting Ready for Migration | ||||||||
| 2012 | Session | Attack of the Clones | Attack of the Clones | ||||||||
| 2012 | Session | School-ing our Libraries | School-ing our Libraries | ||||||||
| 2012 | Session | Application Development | http://evergreen2012.org/presentations/26%20Thursday/Development_Contract_SAMPLE.rtf | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:application_development.pdf | Application Development | slides | recording | ||||
| 2012 | Session | Anticipating and Negotiating your Open Source Costs | Anticipating and Negotiating y | ||||||||
| 2012 | Session | What is a Mature Consortium to Do? | http://evergreen2012.org/presentations/26%20Thursday/What%20Is%20a%20Mature%20Consortium%20to%20Do_EG12_masslnc.pdf | What is a Mature Consortium to | slides | ||||||
| 2012 | Session | Optimizing and Mobilizing Staff Workflows | Optimizing and Mobilizing Staf | ||||||||
| 2012 | Session | Everything a SysAdmin Needs to Know about Cataloging but Was Always Afraid to Ask | Everything a SysAdmin Needs to | ||||||||
| 2012 | Session | Migration Success Stories | http://www.slideshare.net/tararobertson/evergreen-migration-success-stories/ | Migration Success Stories | slides | ||||||
| 2012 | Session | Inventory | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:cutpl-evergreen-inventory-presentation.pdf | Inventory | slides | ||||||
| 2012 | Session | Acquisitions | http://evergreen2012.org/presentations/26%20Thursday/ACQ-International%20%28Acquistions%29.pptx | Acquisitions | slides | ||||||
| 2012 | Session | Local Customization Management | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=advocacy:local_customization_management_-_why_git_isn_t_just_for_developers.pdf | Local Customization Management | slides | ||||||
| 2012 | Lightning | First | http://evergreen2012.org/presentations/26%20Thursday/lightening_BerkleeCollegeofMusicEGdeveloment.pdf | First | slides | ||||||
| 2012 | Session | DIG Lightning talk | http://prezi.com/c27n-ut-nr2x/dig-lightning-talk/ | DIG Lightning talk | slides | ||||||
| 2012 | Keynote | Keynote Speaker, Galadriel Chilton | Galadriel Chilton | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:evergreenkeynote-2012-120427102237-phpapp01.pptx | Keynote Speaker, Galadriel Chi | Galadriel Chilton | slides | ||||
| 2012 | Session | Evergreen Basics | Evergreen Basics | ||||||||
| 2012 | Session | Getting a Grip and Driving in the Groove: | http://evergreen2012.org/presentations/27%20Friday/Getting%20a%20grip%20and%20driving%20in%20the%20groove-EG2012%20PINES%20DB%20cleanup.pptx | http://evergreen2012.org/presentations/27%20Friday/Getting%20a%20grip%20and%20Driving%20in%20the%20Grove-Record%20Deduplication.pptx | Getting a Grip and Driving in | slides | recording | ||||
| 2012 | Session | Down the Rabbit Hole: In-Database Approach For Circulation/Hold Policy Configuration (Part 1) | http://evergreen-ils.org/~bshum/eg12/rabbithole/ | Down the Rabbit Hole: In-Datab | slides | ||||||
| 2012 | Session | Build the OPAC of your Dreams | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:building_the_opac_of_your_dreams.pptx | Build the OPAC of your Dreams | slides | ||||||
| 2012 | Session | Ecology of the Evergreen Developer | http://git.evergreen-ils.org/?p=working/random.git;a=blob;f=eg2012_ddd.txt;hb=refs/heads/user/dbs/eg2012_dev_ecology | Ecology of the Evergreen Devel | slides | ||||||
| 2012 | Session | What to Do When a Green Tree Scares your Staff | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:whattodowhenagreentreescaresyourstaffevergreen2012.pptx | What to Do When a Green Tree S | https://wiki.evergreen-ils.org | ||||||
| 2012 | Session | eBooks and Audiobooks | eBooks and Audiobooks | ||||||||
| 2012 | Session | Through the Looking-Glass: In-Database Approach For Circulation/Hold Policy Configuration (Part 2) | https://evergreen-ils.org/~bshum/eg12/looking-glass/ | Through the Looking-Glass: In- | slides | ||||||
| 2012 | Session | Going Green: Selling Evergreen to the Skeptics | Going Green: Selling Evergreen | ||||||||
| 2012 | Session | The Project Managers Speak | The Project Managers Speak | ||||||||
| 2012 | Session | Alphabet Soup: RDA, FRBR and the Future of Evergreen | https://biblio.laurentian.ca/tickets/conifer/wiki/EG2012%3AAlphabetSoup | Alphabet Soup: RDA, FRBR and t | slides | ||||||
| 2012 | Session | There and Back Again: A Journey in Handling Evergreen’s Network Needs | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:thereandbackagain-120429114035-phpapp02.pptx | There and Back Again: A Journe | slides | ||||||
| 2012 | Session | SC LENDS: The Toddler Years | SC LENDS: The Toddler Years | ||||||||
| 2012 | Session | Adventures with Vandelay | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:adventureswithvandelay.pdf | Adventures with Vandelay | slides | ||||||
| 2012 | Session | Template Toolkit OPAC Customizations: Nuts and Bolts | http://evergreen-ils.org/~denials/eg2012_tpac.html#(1) | Template Toolkit OPAC Customiz | slides | ||||||
| 2012 | Session | Self-Service Evergreen Reports using JasperReports Server | Self-Service Evergreen Reports | ||||||||
| 2012 | Session | Resource Sharing in Evergreen | Resource Sharing in Evergreen | ||||||||
| 2012 | Session | Evergreen Availability Monitoring | https://biblio.laurentian.ca/tickets/conifer/wiki/EG2012%3AEvergreenAvailabilityMonitoring | Evergreen Availability Monitor | slides | ||||||
| 2012 | Session | Serials in Evergreen: Looking back, looking forward | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:eg2012-calvin-serials-pub.pdf | Serials in Evergreen: Looking | slides | ||||||
| 2012 | Session | Reporting with PHP | http://evergreen2012.org/presentations/27%20Friday/Evergreen-PHP-Reporting.pdf | Reporting with PHP | slides | ||||||
| 2012 | Session | Update from Evergreen Developers | https://wiki.evergreen-ils.org/lib/exe/fetch.php?media=conference:egconf12_dev_update.pdf | Update from Evergreen Develope | slides | ||||||
| 2012 | Session | Update from 2013 Evergreen International Conference Planning Committee | http://www.slideshare.net/tararobertson/evergreen-unsung-heroes | Update from 2013 Evergreen Int | slides | ||||||
| 2014 | Session | Git Tutorial | Git, the version control system used for Evergreen, is not just for the developers. It’s for anybody who wants to deploy and upgrade Evergreen without losing local tweaks and for anybody who wants to get into the nitty-gritty of following along with changes to Evergreen’s code and documentation. | Galen Charlton, Implementation Manager, Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_git-tutorial.html | Git Tutorial | Git, the version control syste | Galen Charlton, Implementation | slides | ||
| 2014 | Session | Hello Reports! Stumbling Towards the Data You Need | Reports in Evergreen are quite powerful. Yet, developing a report is often like wandering through a maze of sources, fields, data types, etc., until you get the results you need. This session will be an introduction to the report module, covering the basics of report generation. We’ll cover topics such as managing folders, choosing sources, filtering results, and sharing reports with other users. The session will be based on version 2.4 | Presenters: Chauncey Montgomery, Director/Fiscal Officer, Community Library (Sunbury, Ohio) and Jessica Venturo, Applications Support Specialist, Bibliomation, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Hello-Reports.pdf | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Hello-Reports-Emergency-backup-slides.pdf | Hello Reports! Stumbling Towar | Reports in Evergreen are quite | Presenters: Chauncey Montgomer | slides | recording |
| 2014 | Session | State of Evergreen | Holly Brennan | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_State-of-EG-presentation-HB.pdf | State of Evergreen | Holly Brennan | slides | ||||
| 2014 | Session | State of Evergreen | Ruth Frasur | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_state_of_the_thing.pptx | State of Evergreen | Ruth Frasur | slides | ||||
| 2014 | Session | State of Evergreen | Chris Sharp | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_State-of-Evergreen-2014-CS.pdf | State of Evergreen | Chris Sharp | slides | ||||
| 2014 | Keynote | Keynote Address from David Weinberger | David Weinberger | http://evergreen-ils.org/conference/eg14/keynote-speaker-david-weinberger/ | Keynote Address from David Wei | David Weinberger | slides | ||||
| 2014 | Session | It’s Funny Afterwards: Technical Tales of Tragedy… and Recovery | It happens to every library, sometimes during a migration, sometimes during routine events but something goes horribly, horribly wrong. Sometimes the alert comes from an automated text message and sometimes it’s from a phone call with a harried voice on the other end. We almost always hear the music from horror movies starting in our heads. And every long-time admin has at least a few of these stories. Come to hear strange tales of disaster and stranger tales of recoveries both from the presenters and gathered from the wider community – anonymity guaranteed to protect the guilty. Expect one part technology and one part dark slapstick. | Galen Charlton, Rogan Hamby, Implementation Manager, Equinox Software, Inc. , SCLENDS | It’s Funny Afterwards: Technic | It happens to every library, s | Galen Charlton, Rogan Hamby, I | ||||
| 2014 | Session | Patron Exceeds Fine Threshold: An End-User Look at Patron Billing | Starting in the patron’s account and navigating throughout the database, we’ll take a look at different aspects of the patron billing interface. This session will cover how to remove negative balances (that seem to be “stuck”) from patron accounts, the difference between voiding and forgiving fines, briefly discuss different billings-related Reports Sources, and other billing interface topics along the way. This session will be based on the most current version of Evergreen available at conference time. | Erica Rohlfs, Dawn Dale, Education Librarian, Equinox Software, Inc. , PINES Helpdesk Manager, Georgia Public Library Service | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Patron-Exceeds-Fine-Threshold-Presentation.pdf | Patron Exceeds Fine Threshold: | Starting in the patron’s accou | Erica Rohlfs, Dawn Dale, Educa | slides | ||
| 2014 | Session | Evergreen Welcome Panel | A diverse panel of Evergreen community members will give a brief introduction to the Evergreen project & community. An audience-driven Q&A will follow the introduction. Panelists represent single-plantings and consortia; librarians, directors, developers, admins, and vendors; and all have several years’ experience within the Evergreen project. This is intended for new community members or those who are exploring the project for the first time – come and see what we’re all about and see how you can get involved! | Andrea Buntz Neiman, Ruth Frasur, Tanya Prokrym, John Clark, Mike Rylander, Grace Dunbar, Jim Keenan, Elizabeth McKinney | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_EGbrochure_201403.pdf | Evergreen Welcome Panel | A diverse panel of Evergreen c | Andrea Buntz Neiman, Ruth Fras | slides | ||
| 2014 | Session | Consider the KPAC: Implement and Customize the Children’s Catalog | Learn how Bibliomation, one of the original development partners of the KPAC (Children’s Catalog), worked with children’s and school librarians to build and implement an easy-to-use, child-friendly, visual discovery interface for the OPAC. Learn how PINES customized the default KPAC with their own graphics and expanded the functionality to meet the needs of their 275+ public library branches. Bibliomation will provide a brief overview of KPAC implementation and configuration, and PINES will provide tips on customizing it for your own library. | Terran McCanna, Ben Shum, Amy Terlaga, PINES Program Manager, Georgia Public Library Service; Evergreen Systems Manager, Bibliomation, Inc.; , Assistant Director, User Services, Bibliomation, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Consider-the-kpac.pptx | Consider the KPAC: Implement a | Learn how Bibliomation, one of | Terran McCanna, Ben Shum, Amy | slides | ||
| 2014 | Session | The Import/Export Business: Working with Vandelay in Evergreen | MARC Batch Import in Evergreen, also known as Vandelay, allows the import of MARC records and holdings into your catalog. In this session, we will walk through the process of uploading and importing MARC records in Evergreen. We will discuss how to set up and use Merge/Overlay Profiles, Record Match Sets, and Holdings Import Profiles. This session will also cover how to export records from Evergreen. You will leave this session with an understanding of how to set up and effectively use MARC Batch Import to achieve an efficient cataloging workflow for your library. | Angela Kilsdonk, Education Manager, Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Vandelay-presentation-EGCON-2014-2.pdf | The Import/Export Business: Wo | MARC Batch Import in Evergreen | Angela Kilsdonk, Education Man | slides | ||
| 2014 | Session | Training Interest Group | Get together with other Evergreen trainers to share curriculum, tips and tools of the trade. The Training Interest group is open to any and all trainers in Evergreen libraries or consortia who want to share information and learn from their counterparts. Be sure to bring your horror stories as this group can commiserate! Here are some of the agenda items we plan to address at the Evergreen International Conference: | Shauna Borger, Professional Development Office Supervisor, Indiana State Library | Training Interest Group | Get together with other Evergr | Shauna Borger, Professional De | ||||
| 2014 | Session | Let’s Get Cooking: How to Spice Up Your Receipt Recipes | This talk goes over tricks you can use with your custom receipt templates, including how to use barcode fonts, rotate text, insert images, and how to make your receipts more dynamic with conditional logic. These tricks will expose you to HTML, CSS, and Javascript, but will be shared in easy to re-use “recipes” that you can copy into Evergreen. | Jason Etheridge, Support Manager, Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg_14_receipt-talk.pdf | Let’s Get Cooking: How to Spic | This talk goes over tricks you | Jason Etheridge, Support Manag | slides | ||
| 2014 | Session | Sys Admin Interest Group | The Evergreen Sys Admin Interest Group has met regularly every conference and is intended for those interested in or working with server or local system administration related to Evergreen, Linux, and many other magical things. With our emphasis on small group discussions, everyone is welcome to come participate, ask questions, and share their cool approaches to solving problems. | Chris Sharp, PINES System Administrator, Georgia Public Library Service and Ben Shum, Evergreen Systems Manager, Bibliomation, Inc. | Sys Admin Interest Group | The Evergreen Sys Admin Intere | Chris Sharp, PINES System Admi | ||||
| 2014 | Session | Assessment of Staff Needs and Satisfaction in an Evergreen Environment | Planning the future of Evergreen in your library or consortium? Are you listening to everyone? Gaining perspective and buy-in from all users is crucial to the successful implementation of your plan. This session focuses on the assessment of staff needs and satisfaction, from the director’s office to the circulation desk. A summary of NC Cardinal’s own initiative from conception to completion provides a backdrop to the key elements of conducting such an assessment. Attendees will leave with practical information for administering a survey, including articulating assessment objectives, designing an Evergreen-centric survey instrument, marketing the survey, obtaining results, and interpreting the data. | David Green, NC Cardinal Data Specialist, State Library of North Carolina | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Assessment-of-Staff-Needs_DavidGreen.pptx | Assessment of Staff Needs and | Planning the future of Evergre | David Green, NC Cardinal Data | slides | ||
| 2014 | Session | License to ILL: How Equinox Turned Evergreen 2.0 Into FulfILLment™, an Open Source Resource Sharing Platform | In 2010, under the direction of OhioNet, Equinox began building FulfILLment, a new model for resource sharing software. Using the core of Evergreen’s scalable and robust infrastructure, FulfILLment offers libraries a new way to think about Inter Library Loan. Gone are the days of emailing (or faxing) requests to other libraries and waiting weeks or months for a response. FulfILLment takes the staff overhead out of ILL by allowing patrons to directly place requests and then making those requests in other ILSes without staff intervention. FulfILLment has been live-tested on Polaris, Horizon, Evergreen and Koha. Aleph, and Symphony connectors have only been tested in a development environment. FulfILLment allows for the creation of granular sharing and circulation policies – some of which were ported to Evergreen to allow for direct manipulation of the “proximity” of org units to allow libraries to adjust for physical distance when that distance may not be reflected in the org tree. In this session, we will cover FulfILLment’s structure, its workflows, and have a live demonstration. | Grace Dunbar, V.P., Equinox Software, Inc. and Bill Erickson, Senior Developer, Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_FulfILLment-for-Evergreen-2014.pdf | License to ILL: How Equinox Tu | In 2010, under the direction o | Grace Dunbar, V.P., Equinox So | slides | ||
| 2014 | Session | Cataloging Interest Group | Anyone interested in discussing the Cataloging Module is invited to join. We will discuss use of the module, workflows and best practices, existing bugs, future development, documentation, and more. | J. Elaine Hardy, PINES and Collaborative Projects Manager, Georgia Public Library Service, and Beth Longwell, Systems Manager, Sage Library System. | Cataloging Interest Group | Anyone interested in discussin | J. Elaine Hardy, PINES and Col | ||||
| 2014 | Session | Being the Cat-herder: Managing an Open Source Software Release | Evergreen 2.5 Release Manager Dan Wells (Library Programmer/Analyst at Calvin College) and Koha 3.14 Release Manager Galen Charlton (Implementation Manager at Equinox) will discuss the fine art of release management, including how to coordinate the efforts of contributors to an open source ILS without being the big boss, when to say yes, and when to say no. Attendees will gain an understanding of how a release gets formed and how both users and developers can help. | Galen Charlton, Implementation Manager, Equinox Software, Inc. and Daniel Wells, Library Programmer/Analyst at Calvin College | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_release-management.zip | Being the Cat-herder: Managing | Evergreen 2.5 Release Manager | Galen Charlton, Implementation | slides | ||
| 2014 | Session | Evergreen Oversight Board Update | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_eob-update.zip | Evergreen Oversight Board Upda | slides | ||||||
| 2014 | Session | Evergreen Is Not an Island: Sharing Lessons From and With Other Projects | Evergreen is part of a larger ecosystem of F/LOSS projects that serve libraries, archives, and the broader public service and information management community. Equinox Implementation Manager Galen Charlton, who is active in both the Evergreen and Koha projects, will discussion what we can learn from other projects and how we can share technology, designs, ideas about finding resources, as well as the fruits of our experience, both bitter and sweet. | Galen Charlton, Implementation Manager, Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_evergreen-is-not-an-island.html | Evergreen Is Not an Island: Sh | Evergreen is part of a larger | Galen Charlton, Implementation | slides | ||
| 2014 | Session | How to Write Clear Development Requirements and Bug Reports | How do you write something that makes sense to both developers and librarians? You can fail a lot (like we did) or you can learn from our mistakes and successes. Join us as we discuss successful (and not so successful) development requirements. We’ll discuss what you should specify, what you shouldn’t, how to make your desires understood, the importance of flexibility, and how to involve staff. Real examples of ideal, and less than ideal, requirements and bug reports will be dissected. There will be an introduction to LaunchPad and its etiquette. We will also spend a few minutes discussing best practices for development contracts. It’s going to be a fast-paced session with a lot of information, but there will be time for discussion (and handouts !). | Chris Sharp, PINES System Administrator, Georgia Public Library Service and Grace Dunbar, V.P., Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_EG-2014-How-to-Write.....pdf | How to Write Clear Development | How do you write something tha | Chris Sharp, PINES System Admi | slides | ||
| 2014 | Session | Acquisitions Interest Group | Are you currently using acquisitions? In the process of implementing acquisitions? Just curious about acquisitions in Evergreen? If so, the Acquisitions Interest Group is for you. Anyone interested in discussing the Acquisitions Module is invited to join. We will be talking about current use of the acquisitions module, workflows and best practices, existing bugs, future development, documentation of the module, and more. | Jennifer Pringle, Sitka Support, BC Libraries Cooperative | Acquisitions Interest Group | Are you currently using acquis | Jennifer Pringle, Sitka Suppor | ||||
| 2014 | Session | Batches, Buckets and Bookbags | Take a tour of some of the ways that you can bring together groups of bibliographic records or copies in the Evergreen staff client to update records, make lists and manage displays, summer reading and other special projects. | Elizabeth B. Thomsen, MB (Master of Bucketology), Member Services Manager, NOBLE: North of Boston Library Exchange | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_batches_buckets_and_booklists.pptx | Batches, Buckets and Bookbags | Take a tour of some of the way | Elizabeth B. Thomsen, MB (Mast | slides | ||
| 2014 | Session | Mutually Assured Quality | Quality Assurance is a process for monitoring and informing software development so that the software meets the needs and requirements of its end users. The Evergreen community has always had such processes, but there is room for improvement. Jason Etheridge, Support Manager at Equinox Services, Inc. will go over different QA processes, and focus particularly on continuous integration testing and how to develop more such tests for Evergreen, which is essential for us to gain any real advantage with that strategy. In addition, Denish Patel from OmniTI, the company that performed a performance audit for Evergreen last fall, will talk about database monitoring instrumentation and other performance metrics. | Jason Etheridge, Support Manager, Equinox Services, Inc. and Denish Patel, Database Architect, OmniTI | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_QA-presentation-Jason-Denish.pdf | Mutually Assured Quality | Quality Assurance is a process | Jason Etheridge, Support Manag | slides | ||
| 2014 | Session | Tiny Budget, Abundant Results: Creating an Online Catalog at Georgia’s Governor’s Mansion with Evergreen | Since the 1860’s, books have been acquired for and gifted to the Georgia Executive Mansion. As a result, the Mansion now holds in trust for the citizens of the state approximately 3,000 titles by Georgians or about the state. After a 2011 meeting with Georgia’s First Lady and her staff, State Librarian Lamar Veatch and Deputy State Librarian Julie Walker discovered the difficulties Mansion staff had finding any specific title on the shelves since, while there was a card catalog, there were no call numbers and the shelving system was not fully documented or followed. Lamar and Julie tasked the PINES staff with developing a plan to create an online catalog for the Mansion. Operating with a small grant from the Georgia Humanities Council and volunteer catalogers, we created a standalone instance of Evergreen branded to the Mansion and an online catalog for the Mansion staff that will allow also Georgians to discover what titles are held in trust for them at the Mansion. | J. Elaine Hardy, Chris Sharp, PINES and Collaborative Projects Manager, Georgia Public Library Service, PINES System Administrator, Georgia Public Library Service | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Tiny-budget-abd-results-eg2014.pdf | Tiny Budget, Abundant Results: | Since the 1860’s, books have b | J. Elaine Hardy, Chris Sharp, | slides | ||
| 2014 | Session | Authority Control in Evergreen: The Straight Dope | Authorities are dope, yo. Used properly, they simplify cataloging and increase patron access to materials through improved discovery capabilities. During this session we will discuss exactly how authority control works in Evergreen, some common but inaccurate assumptions about authority control in Evergreen, and how best to make use of the advanced capabilities that Evergreen provides. We will cover browse integration, automatic record overlay, authority generation, bibliographic and inter-authority record linking, Control Sets and their configuration, and how to make use of local, extra-LoC data and expertise to leverage the full potential of Evergreen’s authority control feature set. | Mike Rylander, Director of Research and Development, Equinox Software, Inc. and Angela Kilsdonk, Education Manager, Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Authorities-presentation-EGCON-2014.pdf | Authority Control in Evergreen | Authorities are dope, yo. Used | Mike Rylander, Director of Res | slides | ||
| 2014 | Session | Reports Interest Group | Join us for a spirited discussion on the Evergreen reports module, running reports in SQL, and other methods for getting information out of Evergreen. Anyone interested in reports is welcome to attend. | Jessica Venturo, Applications Support Specialist, Bibliomation, Inc. | Reports Interest Group | Join us for a spirited discuss | Jessica Venturo, Applications | ||||
| 2014 | Session | Evergreen Availability Monitoring | This workshop is for Evergreen system administrators who want to decrease their reaction time to incidents within their Evergreen systems, manage small incidents before they become critical, and get more sleep at night knowing that everything is running smoothly. Although the focus is on Nagios, the intention is to discuss principles of monitoring, using Nagios as an example. | Michael Tate, Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Evergreen_Availability_Monitoring-2014.pdf | Evergreen Availability Monitor | This workshop is for Evergreen | Michael Tate, Equinox Software | slides | ||
| 2014 | Session | Three (Dozen) Is a Crowd — Deduplication | Dealing with duplicate records is an ongoing challenge for library catalogs large and small, but particularly for consortial Evergreen catalogs. Equinox Implementation Manager Galen Charlton will discuss the state of the art of identifying and merging duplicate records using tools inside and outside of Evergreen. Galen will cover not only the mechanics, but the process for planning deduplication and record cleanup projects. | Galen Charlton, Implementation Manager, Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_deduplication.zip | Three (Dozen) Is a Crowd — Ded | Dealing with duplicate records | Galen Charlton, Implementation | slides | ||
| 2014 | Session | A Practical Serials Walkthrough | We intend to provide a start-to-finish, practical walkthrough of a Serials workflow, focusing on the entry of subscription metadata and ancillary information (via the Alternate Serial Control View), an exploration of the Pattern Code Wizard, and the two interfaces for receiving serial items. We will also address how “controlled” serials in Evergreen can be combined with legacy holdings to inform richer displays in library OPACs. | Erica Rohlfs, Bill Erickson, Education Librarian, Equinox Software, Inc. and Senior Software Developer, Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_A-Practical-Serials-Walkthrough.pdf | A Practical Serials Walkthroug | We intend to provide a start-t | Erica Rohlfs, Bill Erickson, E | slides | ||
| 2014 | Session | Is Getting There Half the Fun? Leadership and Change Management from Top to Bottom in Migrating to Evergreen | Leading and managing through a migration to Evergreen can be a challenge at all levels of a library system, whether at a consortial center or an individual institution. The needs of everyone engaged in the migration process cover ground that may not be familiar to everyone, may call on people to adopt new attitudes and behaviors, and go beyond good project planning and solid technical expertise. How do you deal with all of it? In this session, drawing on the experience of multiple Evergreen migrations and successful leadership and change management practices, you will get a comprehensive toolkit to take away covering each level and every phase of a migration from conception to post-rollout. The session will address the top to bottom needs of those charged with leading and managing change within various levels of organizations and between partners in a consortial settings. | Jim Keenan, Library Applications Supervisor, C/W MARS and business consultant who has worked with several organizations, including the Integral Institute. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_half-the-fun.ppt | Is Getting There Half the Fun? | Leading and managing through a | Jim Keenan, Library Applicatio | slides | ||
| 2014 | Lightning | eg14_Intro-to-IRC-for-EG-Community | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Intro-to-IRC-for-EG-Community.pdf | eg14_Intro-to-IRC-for-EG-Commu | slides | ||||||
| 2014 | Lightning | eg14_Stemming-in-Evergreen-Search | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Stemming-in-Evergreen-Search.pptx | eg14_Stemming-in-Evergreen-Sea | slides | ||||||
| 2014 | Session | Structured Library Data: Holdings, Libraries, and Beyond | Since the 2.2 release, Evergreen has published schema.org structured data from the TPAC by default, enabling search engines to understand what bibliographic records are available at your libraries. But important pieces, such as copy-level data, were missing. In this session, learn what Dan Scott has done with Evergreen as part of the W3C schema.org Bibliographic Extension community group efforts to publish more complete structured library data on the web. We’ll show how the data that your library already manages in Evergreen–such as holdings, hours of operation, and branch locations–can be expressed in the schema.org vocabulary, and explore what that means for the future of libraries. | Dan Scott, Systems Librarian, Laurentian University | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_Structured-library-data_-holdings-libraries-and-beyond_files.zip | Structured Library Data: Holdi | Since the 2.2 release, Evergre | Dan Scott, Systems Librarian, | slides | ||
| 2014 | Session | Authorities Interest Group | Do you need more information about Authorities? Come join us for discussion on the latest innovations and practices in Evergreen. We’ll also talk about the use of Authority Control in cataloging and the OPAC, workflows, improvements, bugs and documentation. | Laurie Kulik, Database Manager, Merrimack Valley Library Consortium | Authorities Interest Group | Do you need more information a | Laurie Kulik, Database Manager | ||||
| 2014 | Session | Academic Reserves with a Drizzle of Syrup | With 20 academic libraries in two different library consortia, MassLNC had a need for a solid course reserves system before moving to Evergreen. The Syrup Course Reserves System, developed by Art Rhyno and Graham Fawcett at the University of Windsor (Conifer), offered a full-featured solution for a reserves management system that was also tightly integrated with Evergreen. Library staff can scan item barcodes to add titles to a course reserves list; update Evergreen parameters (circ modifiers, copy locations, call numbers) from the Syrup interface; and authentic users against the Evergreen database. This session will provide an overview of Syrup, including initial installation and configuration, integration with Evergreen, and daily workflow for using Syrup in a library. | Kathy Lussier, Coordinator, Massachusetts Library Network Cooperative (MassLNC) | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_syrup.ppt | Academic Reserves with a Drizz | With 20 academic libraries in | Kathy Lussier, Coordinator, Ma | slides | ||
| 2014 | Session | Exploring a Browser-Based Staff Client | In 2013, due to limitations with the existing staff client, the Evergreen community decided it was time to replace XULRunner with a browser-based client. This change will put Evergreen in a much better position going forward and it will solve a lot of long-standing staff client issues, but it also creates a new set of challenges. In this session, I will discuss the benefits, the challenges, and how we got here to begin with. I will also take an in-depth look at the state of the Evergreen staff client, including the technologies in play, and how we as a community anticipate the project will evolve going forward. | Bill Erickson, Senior Software Developer, Equinox Software, Inc. | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_EG_2014_Bill_Erickson_Browser_Client.html | Exploring a Browser-Based Staf | In 2013, due to limitations wi | Bill Erickson, Senior Software | slides | ||
| 2014 | Session | Taking the Ack Out of Acquisitions | This session will provide an in-depth look into using the Acquisitions Module. We’ll cover the initial administrative set-up, typical selecting, ordering, receiving, and invoicing workflows, and running fiscal year end. Looking at 2.4 or later. | Jennifer Pringle, Tim Spindler, Sitka Support, BC Libraries Cooperative, Manager of Library Applications, C/W MARS | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_EG-2014-Taking-the-Ack-out-of-Acquisitions.pptx | Taking the Ack Out of Acquisit | This session will provide an i | Jennifer Pringle, Tim Spindler | slides | ||
| 2014 | Session | SQL for Librarians | Any good reference librarian wants to know exactly where their data comes from and with your ILS’s data being crucial, why trust it to a reporter that shapes it for you? Learn the power of not only the basics of the structured query language to read and manipulate Evergreen’s database but learn how you can teach yourself. | Rogan Hamby, SCLENDS | http://evergreen-ils.org/wp-content/uploads/2014/04/eg14_SQL-for-Librarians.pdf | SQL for Librarians | Any good reference librarian w | Rogan Hamby, SCLENDS | slides | ||
| 2015 | Session | SQL: There and Back Again | Every time you have to learn something it’s an adventure. Some adventures involve running from dragons. Usually it involves staring at a scream and muttering unkind things. However, you don’t have to go wandering off without a map. In this workshop we will go over some basic of SQL queries in the Evergreen database and step through some practical reports step by step. | Rogan Hamby, Operations Director SCLENDS / Headquarters Manager York County Library System | SQL: There and Back Again | Every time you have to learn s | Rogan Hamby, Operations Direct | ||||
| 2015 | Session | State of Evergreen | http://slides.com/kathylussier/state-eg#/ | http://git.evergreen-ils.org/?p=working/random.git;a=blob_plain;f=state_o_eg/state.html;hb=refs/heads/collab/berick/eg2015#(1) | State of Evergreen | slides | recording | ||||
| 2015 | Keynote | Keynote Address by Joseph Janes | https://evergreen-ils.org/conference/eg15/keynote-speaker-joseph-janes/ | Keynote Address by Joseph Jane | recording | ||||||
| 2015 | Session | Taboo: Circulation Policy Modifications | Not really taboo…in this overview, we’ll take a look at modifying an existing Evergreen circulation policy, where we’ll discuss some of the under-utilized options within the circulation policies. We will tie Circulation Limit Sets in with those policies and take a look at the default Circulation Matchpoint Weights within Evergreen. | Erica Rohlfs (erohlfs@esilibrary.com), Project Manager, Equinox Software, Inc. (ESI) | Taboo: Circulation Policy Modi | Not really taboo…in this overv | Erica Rohlfs (erohlfs@esilibra | ||||
| 2015 | Session | Oh! The Places Acquisitions Can Go! | Acquisitions users have long development wish lists. In this session, we will facilitate a discussion of Acquisitions users’ top ten development wishes and produce a collaborative, prioritized development list of five. We will also begin requirements and use case gathering to prepare a requirements document for the community to share and use while seeking development funding and to propel Acquisitions forward in a way that will benefit the entire community. | Leslie St. John, J. Elaine Hardy, Georgia Public Library Service, PINES Acquisitions Consultant, lstjohn@georgialibraries.org; Georgia Public Library Services, PINES & Collaborative Projects Manager, ehardy@georgialibraries.org | Oh! The Places Acquisitions Ca | Acquisitions users have long d | Leslie St. John, J. Elaine Har | ||||
| 2015 | Session | Running with the Bulls: “Master”ing Production | Administering Evergreen and keeping up to date with the latest features and bug fixes can be complicated with so many changes and upgrade scripts between major versions. Come learn from two leading organizations who operate on the cutting (bleeding!) edge of Evergreen development by tracking master using git and see what common pitfalls and, more importantly, triumphs can result from living life a little more dangerously. | Benjamin Shum Jason Stephenson, (bshum@biblio.org), Evergreen Systems Manager, Bibliomation, (jstephenson@mvlc.org), Assistant Director for Technology Services, Merrimack Valley Library Consortium (MVLC) | Running with the Bulls: “Maste | Administering Evergreen and ke | Benjamin Shum Jason Stephenson | ||||
| 2015 | Lightning | Evergreen Book Carousels b | Blake Graham-Henderson | http://slides.mobiusconsortium.org/blake/bookcarousel/#/ | Evergreen Book Carousels b | Blake Graham-Henderson | slides | ||||
| 2015 | Lightning | Documentation: Success Counts on You | Lynn Floyd | https://docs.google.com/presentation/d/1r-bghGLr-fg8o1whVkC0Aaqx0Lqt0n40NYVsa-24ufE/edit#slide=id.p | Documentation: Success Counts | Lynn Floyd | slides | ||||
| 2015 | Lightning | Evergreen Overdrive API Integration | Christine Burns | https://docs.google.com/presentation/d/1zQrPOn4W3v31OvyTHhb5cUDJZYacE4wiOcsTZy7_erk/edit | Evergreen Overdrive API Integr | Christine Burns | slides | ||||
| 2015 | Session | Cataloging Interest Group | Come and join the discussion on cataloging in Evergreen | Elaine Hardy, Beth Longwell | Cataloging Interest Group | Come and join the discussion o | Elaine Hardy, Beth Longwell | ||||
| 2015 | Session | Keep Calm and Self-Check On | Are your libraries looking for an easy and cost-effective self-check solution? Do you believe an Evergreen self-check set up is difficult or requires new equipment? Learn from two library consortiums many of the ins and outs of what it takes to implement an Evergreen self-check kiosk. This discussion will help demystify the hardware and software requirements needed to run a functional self-check machine, offer ideas for the set up of custom self-check receipt templates, as well provide tips on how to improve the overall self-check experience for patrons. | Melissa Ceraso, Brent Mills (mceraso@biblio.org) Evergreen Systems Specialist, Bibliomation, (brent@hoodriverlibrary.org), Systems Librarian, Sage Library System | https://goo.gl/qt2COR | Keep Calm and Self-Check On | Are your libraries looking for | Melissa Ceraso, Brent Mills (m | slides | ||
| 2015 | Session | An Introduction to Automated Evergreen Configuration with Ansible | Building a large Evergreen installation can involve installing various components on many servers. How do you do this consistently without making mistakes? Scripts are one way, but how do you make further changes to the system without keeping a large library of scripts that have to be run in just the right order? A configuration management system can automate everything from virtual machine provisioning to updating your OPAC templates, while being idempotent means that changes can be made at any time and the system will always end up in the expected state. This talk will focus on using the Ansible management system but most of the concepts apply to other popular systems such as Puppet, Chef, and Salt. | Jason Boyer (jboyer@library.in.gov), MIS Supervisor / Evergreen Indiana System Administrator, Indiana State Library / Evergreen Indiana | An Introduction to Automated E | Building a large Evergreen ins | slides | ||||
| 2015 | Session | Welcome to the Evergreen Community | This session is intended for new members to the Evergreen community. Ever wonder what mailing list is right for what question? Ever wonder what the heck IRC is? Who owns Evergreen? Who are these vendors and are they your vendor and what do they do? What do other libraries do? How does it all fit together? We can’t promise to answer every question but from a short review of the history of Evergreen to the current community at large we will give an overview of Evergreen the community rather than the software, with plenty of time for questions and attempted answers. | Rogan Hamby, Yamil Suarez, Grace Dunbar, Andrea Buntz Neiman (rogan.hamby@yclibrary.net), SCLENDS &York County Library System, (ysuarez@berklee.edu), Berklee College of Music, (gdunbar@esilibrary.com), Equinox Software, (aneiman@kent.lib.md.us), Kent County Public Library | http://www.slideshare.net/roganhamby/welcome-to-the-community | Welcome to the Evergreen Commu | This session is intended for n | Rogan Hamby, Yamil Suarez, Gra | slides | ||
| 2015 | Session | Making the Most of Evergreen Reports | Evergreen’s built-in report-creating feature is powerful, extensible, and allows for very fine-grained and targeted data retrieval. This session covers the design of the reports interface and how you can select and join together the best sources you can for your libraries’ reporting needs. We’ll peek under the hood some so you’ll understand better how Evergreen reports work from the database up. Includes practical real-life examples gleaned from years of supporting and troubleshooting PINES reports. | Chris Sharp (csharp@georgialibraries.org), PINES System Administrator, Georgia Public Library Service | https://docs.google.com/presentation/d/1D_viNoFH86yIjbR7s6mjPD3OQPc4WUKGJxn4gJe_v78/edit?usp=sharing | https://docs.google.com/document/d/1tcyf50CLpUr5VzKf7UkRGcBxqwzadAse8R8vpBZd48E/edit?usp=sharing | Making the Most of Evergreen R | Evergreen’s built-in report-cr | Chris Sharp (csharp@georgialib | slides | recording |
| 2015 | Session | Oh CRUD, my API has a Flesh Wound | Evergreen provides a bevy of ways to access and control data within the ILS. As the system matures and evolves, developers strive to create faster, lighter, and more flexible APIs for building interfaces, programmatic system interaction (scripting, etc.), and improving 3rd-party integration. To shed light on the current state of the art in Evergreen, I’ll review of some of the newer API components (PCRUD, flat fielder, etc.), focusing primarily on those used with the new browser client, do a quick recap of the Evergreen IDL, and discuss how we control API access with permissions, etc. | Bill Erickson (berickxx@gmail.com), Software Development Engineer, King County Library System | Oh CRUD, my API has a Flesh Wo | Evergreen provides a bevy of w | Bill Erickson (berickxx@gmail. | ||||
| 2015 | Session | Reports Interest Group | Come and join us for discussion on reports. | Jessica Venturo, Bibliomation | Reports Interest Group | Come and join us for discussio | Jessica Venturo, Bibliomation | ||||
| 2015 | Session | Hiding Deep in the Woods: Reader Privacy and Evergreen | Protecting the privacy of our patrons and their reading and information seeking is a core library value – but one that can be achieved only through constant vigilance. We’ll discuss techniques for keeping an Evergreen system secure from leaks of patron data; policies on how much personally identifying information to keep, and for how long; and how to integrate Evergreen with other software securely. | Galen Charlton (gmc@esilibrary.com), Infrastructure and Added Services Manager, Equinox Software | http://librarypolice.com/~gmc/evgils15/reader-privacy/ | Hiding Deep in the Woods: Read | Protecting the privacy of our | Galen Charlton (gmc@esilibrary | slides | ||
| 2015 | Session | Metadata and Maps | Library data contains a wealth of well-curated information. The level of detail within even a simple MARC record far exceeds most metadata used to describe items found in popular online websites. Additionally, anonymized circulation data can help libraries plan their collections and service patron needs. This presentation will describe the process of extracting a big data set from The Co-op’s shared Sitka catalogue and the methods used to publish it as open data. We will explore how this open data intersects with other open data sets published by government and other organizations. Finally, conference attendees will be shown how to use this open data to visualize knowledge to make strategic decisions. For example, subject headings are rich metadata within MARC; subject headings can illustrate collection concentrations across the different libraries within Sitka. Circulation data can show borrowing patterns and interests. Both of these data sets can interact with other geographic and government open data sets for interesting, and sometimes surprising, results. | Liam Whalen (liam.whalen@bc.libraries.coop), Systems Specialist, The BC Libraries Cooperative | http://git.sitka.bclibraries.ca/gitweb/?p=sitka/opendata-eg2015.git;a=blob_plain;f=EG+2015+-+Slides.pdf;hb=39ec1814b5fb7987c9b2c370cd37145a9008ecaf | http://git.sitka.bclibraries.ca/gitweb/?p=sitka/opendata-eg2015.git;a=summary | Metadata and Maps | Library data contains a wealth | Liam Whalen (liam.whalen@bc.li | slides | recording |
| 2015 | Session | Receipt Template Magic | You don’t need to know code to spice up your receipt templates. This program will walk you through step by step on how to copy what you want and paste it where it goes in the receipt template editor. Full receipt examples will be shown with what you need to do to make them look professional and amazing. | Tina Jordan (tjordan@chestateelibrary.org), Assistant Director, Chestatee Regional Library System, Member of the Georgia PINES System | Receipt Template Magic | You don’t need to know code to | Tina Jordan (tjordan@chestatee | ||||
| 2015 | Session | Prepare to Share! | Join us for an inside look at the benefits and mechanics of resource sharing within a public library consortium using Evergreen. Since beginning resource sharing in 2013, the growing NC Cardinal consortium has shipped an average of 90,000 items a month among member libraries who share a single online catalog. This presentation will detail how it all happens with a focus on implementing a new resource sharing workflow, including a look at the patron experience, streamlining movement of materials, tracking, and reporting. We will also discuss how to protect parts of your collection based on age or format, as well as the strategy of opportunistic holds and soft stalling intervals. An overview of best practices will be provided along with examples of tools to track all incoming and outgoing items, creating transit reports, gathering statistics, and providing administrative updates. | Jennifer Dale, Jonathan Furr (daleji@forsyth.cc) and (furrjt@forsyth.cc), Technical Services, Forsyth County Public Library (NC Cardinal) | http://evergreen-ils.org/wp-content/uploads/2015/05/2015_Evergreen_PreparetoShare_final.pptx | Prepare to Share! | Join us for an inside look at | Jennifer Dale, Jonathan Furr ( | slides | ||
| 2015 | Session | Troubleshooting with Evergreen Server Logs | Your helpdesk is filling up with requests that all say “Evergreen is acting CRAZY!” and you’re at the end of your rope about what to do next. Never fear, because the servers are telling you all kinds of things that can help you see what’s going wrong. Master the art of Linux and Evergreen log diving to help you keep your library’s favorite open source ILS stable and your users happy. Targeted towards Evergreen system administrators. | Chris Sharp (csharp@georgialibraries.org), PINES System Administrator, Georgia Public Library Service | https://docs.google.com/document/d/1BJ7kSr5LfPkxXRhcrYjNyPlbT9PlNFHg6zL-tyetnKA/edit?usp=sharing | Troubleshooting with Evergreen | Your helpdesk is filling up wi | Chris Sharp (csharp@georgialib | slides | ||
| 2015 | Session | James Bond 007 on Blu-ray | We’ll discuss the use of the Physical Characteristic Wizard to create or edit your 007 MARC tags and how this can help make your Format Icons appear in the OPAC. We’ll also take a look at how to make small adjustments to the wording displayed alongside those Format Icons. | Erica Rohlfs (erohlfs@esilibrary.com), Project Manager, Equinox Software, Inc. (ESI) | James Bond 007 on Blu-ray | We’ll discuss the use of the P | Erica Rohlfs (erohlfs@esilibra | ||||
| 2015 | Session | Getting what you want in your next development project | Hooray! You’ve finally raised the funds you need for the new enhancement you want to roll into Evergreen. You contract with a developer, the work is done, and, after taking a quick look at it, you approve the final project, looking forward to the day when you upgrade to a release where you can use the feature. When the time arrives, though, you discover that it doesn’t work exactly the way you expected or contains bugs that weren’t discovered in light testing. In this session, we’ll look at ways to make sure you really get what you want out of your next development project by learning how to clearly communicate project requirements and how to thoroughly test the final code. | Kathy Lussier (klussier@masslnc.org), Project Coordinator, Massachusetts Library Network Cooperative | Getting what you want in your | Hooray! You’ve finally raised | Kathy Lussier (klussier@massln | ||||
| 2015 | Session | Sys Admin Interest Group | Come join fellow staff for discussion on a variety of systems topics. | Chris Sharp, Ben Shum | Sys Admin Interest Group | Come join fellow staff for dis | Chris Sharp, Ben Shum | ||||
| 2015 | Session | Acquisitions Rodeo, Part 2: EDI Wrangling | EDI allows users of the Evergreen Acquisitions module to seamlessly send purchase orders to vendors and receive order-related messages and invoices directly in the ILS. During this session we will cover the administrative staff client setup for EDI in Evergreen. Topics will include the configuration of Provider accounts and EDI accounts, as well as a discussion of the server level configuration needed to enable Evergreen to send and receive EDI messages. We will also cover a basic acquisitions workflow that illustrates the use of EDI, including copy overlay. | Angela Kilsdonk (akilsdonk@esilibrary.com), Education Manager, Equinox Software | https://evergreen-ils.org/wp-content/uploads/2016/01/Evergreen-EDI-Setup-EGCON-2015.pdf | Acquisitions Rodeo, Part 2: ED | EDI allows users of the Evergr | Angela Kilsdonk (akilsdonk@esi | slides | ||
| 2015 | Session | Adding Data Sources to the Reporter | The reporter is a flexible tool for accessing the Evergreen database but why be limited to the ingrained ILS data? We will discuss when it makes sense to add a new data source, what kinds of data can be added and who you will need on your team to make it happen and take advantage of it. We will talk about the roles of technical and non-technical staff in the planning. As we do we will look at different practical examples of extending your database such as simplifying complex reports, easy to reference historic data and adding poverty rates and census growth. | Rogan Hamby (rogan.hamby@yclibrary.net), Operations Director, SCLENDS & Headquarters Manager, York County Library System | http://www.slideshare.net/roganhamby/adding-data-sources-to-the-reporter | Adding Data Sources to the Rep | The reporter is a flexible too | Rogan Hamby (rogan.hamby@yclib | slides | ||
| 2015 | Session | Angling for a new Staff Interface | The forthcoming web-based staff interface for Evergreen uses a JavaScript framework called AngularJS. AngularJS offers a number of ways to ease putting new interfaces together quickly such as tight integration of promises/deferred objects, extending HTML via local directives, and an integrated test framework – and can help make Evergreen UI development (even more) fun. During this presentation, which will include some hands-on exercise, Bill, Mike and Galen will give an introduction to AngularJS with a focus on how it’s used in Evergreen. By the end of the session, attendees have gained knowledge that they can immediately apply to working on Evergreen’s web staff interface. To perform the exercises, attendees are expected to be familiar with JavaScript . | Bill Erickson, Mike Rylander, Galen Charlton (berickxx@gmail.com), Software Development Engineer, King County Library System; (miker@esilibrary.com), President, Equinox Software; (gmc@esilibrary.com), Infrastructure and Added Services Manager, Equinox Software | http://git.evergreen-ils.org/?p=working/random.git;a=blob_plain;f=angling.html;hb=refs/heads/collab/gmcharlt/evgils15-webstaff#(1) | Angling for a new Staff Interf | The forthcoming web-based staf | Bill Erickson, Mike Rylander, | slides | ||
| 2015 | Session | To Float or Not to Float: A consortium’s play-by-play to implement floating groups | Several library systems within NC Cardinal used the float flag feature within Evergreen. It wasn’t enough! Our libraries requested a variety of floating scenarios – items that stay wherever they land, items that return to the home library, and items that only float between specific branches. Our libraries switched to using floating groups once they became available within Evergreen. This session examines the need for floating groups, explains how floating groups work, describes the issues that we encountered during implementation, and highlights points to consider before implementation. Attendees will leave with a basic understanding of floating group logic and practical examples of their application. | Tanya Prokrym, Elisabeth Keppler (tanya.prokrym@ncdcr.gov), Program Manager, NC Cardinal, State Library of North Carolina and (keppleep@forsyth.cc), Technical Services Supervisor, Forsyth County Public Library (NC Cardinal) | http://evergreen-ils.org/wp-content/uploads/2015/05/2015_Evergreen_Floating-Groups_ProkrymKeppler.pptx | To Float or Not to Float: A co | Several library systems within | Tanya Prokrym, Elisabeth Keppl | slides | ||
| 2015 | Session | Evergreen and Design: From UX to UI | A piece of software is only as good as its user interface (UI). With no UI, a program is useless, and a bad interface can make it even worse, taking it from worthless to destructive. But what are some elements of good UI design, and how can they lead to a better user experience (UX)? In this session we will introduce some fundamental design principles, explore specific recommendations from experts in human-computer interaction, and see how some of these ideas might be applied to both the nascent web staff client and future Evergreen interfaces. | Dan Wells (dbw2@calvin.edu), Library Programmer/Analyst, Hekman Library (Calvin College) | Evergreen and Design: From UX | A piece of software is only as | Dan Wells (dbw2@calvin.edu), L | ||||
| 2015 | Session | Evergreen Search Tune-up: Tips and tricks to taking the default search indexes and making them more awesome | Evergreen offers sites a lot of flexibility in adjusting the default indexes that are used for search. In this session, MassLNC Project Coordinator Kathy Lussier will offer a peak into the database to demonstrate how the default search indexes are configured, show where to go when determining why a particular search didn’t work as expected, and discuss the factors that make some records more relevant than others on the results page. She’ll also demonstrate how to configure new indexes, either to accommodate a field not covered by the default index or to make specific MARC fields more relevant than others. | Kathy Lussier (klussier@masslnc.org), Project Coordinator, Massachusetts Library Network Cooperative | http://slides.com/kathylussier/evergreen-search#/ | Evergreen Search Tune-up: Tips | Evergreen offers sites a lot o | Kathy Lussier (klussier@massln | slides | ||
| 2015 | Session | Authorities Interest Group + Authority Control in Evergreen | Meeting of the Authorities Interest Group will begin with an overview of how authority control works in Evergreen and how to best to make use of the advanced capabilities that Evergreen provides. Potential topics for the session include browse integration, automatic record overlay, authority generation, bibliographic and inter-authority record linking, Control Sets and their configuration, and how to make use of local, extra-LoC data and expertise to leverage the full potential of Evergreen’s authority control feature set. | Mike Rylander, Angela Kilsdonk, (miker@esilibrary.com), President, Equinox Software and (akilsdonk@esilibrary.com, Education Manager, Equinox Software | Authorities Interest Group + A | Meeting of the Authorities Int | Mike Rylander, Angela Kilsdonk | ||||
| 2015 | Session | Badges? We Don’t Need No Stinking Badges! or: How to Encourage Participation | How can your organization get more people excited about the opportunities available to participate in the design, testing, documentation, governance, and general love of Evergreen? We will focus on ways to create a local environment that will foster and reward participation. We will explore all the wonderful ways in which the average Evergreen user can contribute to the improvement of the project and what organizations can do to support them. No SQL, git, Perl, or IRC required. | Grace Dunbar (grace@esilibrary.com), Vice President, Equinox Software | http://slides.com/graced/deck#/ | Badges? We Don’t Need No Stink | How can your organization get | Grace Dunbar (grace@esilibrary | slides | ||
| 2015 | Session | Catalog: What A Mess! | Do you suffer from large print syndrome? Do you experience 856 pains from the subfield z? Do you wake up and find that your DVD icons have decided to be phonograph? Have you noticed that search results look redundant? Then this is for you! I am sure we all struggle to keep items attached to the right things. This is a programmatic approach to solve the problem. We will speak in detail about how we solved this issue and created software to distill the information. We would like to share the employed algorithms that we used to turn perl and SQL into a catalog cleanup aid. We will show code and queries so bring your code parser and query planner TI-85. | Blake GH, Justin Hopkins , (blake@mobiusconsortium.org) (justin@mobiusconsortium.org), Evergreen Programmer / IT Manager, MOBIUS – Missouri Evergreen Consortium | http://slides.mobiusconsortium.org/blake/evergreencatclean | Catalog: What A Mess! | Do you suffer from large print | Blake GH, Justin Hopkins , (bl | slides | ||
| 2015 | Session | Developer Update | http://git.evergreen-ils.org/?p=working/random.git;a=blob_plain;f=dev_update/2.8.html;hb=refs/heads/collab/berick/eg2015#(1) | Developer Update | slides | ||||||
| 2015 | Session | Web Client Update | http://librarypolice.com/~gmc/evgils15/web-staff-update/ | Web Client Update | slides | ||||||
| 2015 | Session | Easiest OPAC Setup Ever | Do you use the oldest computers in your library for your OPACs? Do those computers run at a snail’s pace? Are your patrons always complaining about slowness? There is a better way! See how easy and inexpensive it is to use a Chromebox for your OPACs. You will never use an old computer again! | Tina Jordan (tjordan@chestateelibrary.org), Assistant Director, Chestatee Regional Library System, Member of the Georgia PINES System | Easiest OPAC Setup Ever | Do you use the oldest computer | Tina Jordan (tjordan@chestatee | ||||
| 2015 | Session | Lifecycle of an Evergreen Bug | Our Evergreen community tracks software bugs via the Launchpad website. How do you use Launchpad to report bugs? What else do you need to say or include when reporting bugs to the community? How do bugs get fixed? How do you track the status of bug fixes? These questions and more will be answered by community bug experts with an eye on noting potential problems with our current bug reporting process and looking towards establishing best practices for the future. | Benjamin Shum, Erica Rohlfs (bshum@biblio.org), Evergreen Systems Manager, Bibliomation, (erohlfs@esilibrary.com), Project Manager, Equinox Software, Inc. (ESI) | Lifecycle of an Evergreen Bug | Our Evergreen community tracks | Benjamin Shum, Erica Rohlfs (b | ||||
| 2015 | Session | Jane in the Forest: Starting to do Linked Data with Evergreen | Linked Data has been on the radar of librarians for years, but unless one is already working with RDF triple-stores and the like, it can be a little hard to see how the Linked Data future will look like for ILSs. Adapting some of the ideas of the original Jane-athon [http://www.rdatoolkit.org/janeathon] session at ALA Midwinter 2015 in Chicago, we will go through an exercise of putting together small sets of RDA metadata as RDF… then seeing how that data can be used in the Evergreen. By the end, attendees will have learned a bit not just about the theory of Linked Data, but how working with it can work in practice. | Galen Charlton (gmc@esilibrary.com), Infrastructure and Added Services Manager, Equinox Software Inc. | http://librarypolice.com/~gmc/evgils15/jane-in-the-forest/ | Jane in the Forest: Starting t | Linked Data has been on the ra | Galen Charlton (gmc@esilibrary | slides | ||
| 2016 | Session | Development Hackfest | Are you new to Evergreen development or an old hand at it — or just curious to see how the code gets made? Hackfest is your chance to work on making Evergreen even better, to play around in areas of code you may not typically touch, to get advice, and to learn the mechanics of setting up a development environment and contributing code to Evergreen. Attendees should bring their laptops. | Development Hackfest | Are you new to Evergreen devel | ||||||
| 2016 | Session | Documentation Hackfest | There will also be a Documentation Hackfest at this year’s conference! For those unfamiliar with the Documentation Hackfest, the Document Interest Group (DIG) will be be working on adding new or updating existing documentation. There will be a focus on documenting new EG 2.10 features as well as discussing how to best re-organize the existing official documentation. No prior training is needed to participate. | Documentation Hackfest | There will also be a Documenta | ||||||
| 2016 | Preconference | Making the Most of Evergreen Reports | Evergreen’s built-in report-creating feature is powerful, extensible, and allows for very fine-grained and targeted data retrieval. This extended session covers the design of the reports interface and how you can select and join together the best sources you can for your libraries’ reporting needs. We’ll peek under the hood some so you’ll understand better how Evergreen reports work from the database up. Includes practical real-life examples gleaned from years of supporting and troubleshooting PINES reports. | Chris Sharp, PINES System Administrator, Georgia Public Library Service | Making the Most of Evergreen R | Evergreen’s built-in report-cr | Chris Sharp, PINES System Admi | ||||
| 2016 | Preconference | SQL for Humans | In this workshop, we will go over basics of SQL queries in the Evergreen database using tables and views. We will step through practical reports using common tables such as those for assets, users and bibliographic records. Example reports will be built from inquiries submitted at https://goo.gl/qzRlBg and live during the session. | Rogan Hamby, Data and Project Analyst, Equinox Software, Inc. | SQL for Humans | In this workshop, we will go o | Rogan Hamby, Data and Project | ||||
| 2016 | Preconference | Mashcat in Evergreen | Together, we’re stronger. Who are “we”? Library metadata people and library software people. “Mashcat” was originally an event in the UK in 2012 which was aimed at bringing together people working on the IT systems side of libraries with those working in cataloging and metadata. Three years later, Mashcat is a loose group of metadata specialists, cataloguers, developers and anyone else with an interest in how metadata in and around libraries can be created, manipulated, used and re-used by computers and software. The aim is to work together and bridge the communications gap that has sometimes gotten in the way of building the best tools we possibly can to manage library data — and in this case: library data as stored in Evergreen. | Galen Charlton, Infrastructure and Added Services Manager, Equinox Software, Inc. | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-Mashcat-in-Evergreen.pdf | Mashcat in Evergreen | Together, we’re stronger. Who | Galen Charlton, Infrastructure | slides | ||
| 2016 | Session | Consortium Leaders Meeting – You CAN always get what you want: here’s how! | PINES is no stranger to challenges both in terms of a dares or difficulties. Since PINES made the decision to create a new model for library cooperation and launched software development to support it, the consortium has seen many stops, starts and redirects along the way. This session will include the evaluation and decision-making processes, making the decision to change direction, how to leverage the RFI, RFQ and RFP processes, writing software development requirements, hiring the right people for the job and more. (Link to presentation) | Elizabeth McKinney and Elaine Hardy, Georgia Public Library Service (PINES) | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-How-to-Get-What-You-Want-EG-2016.pdf | Consortium Leaders Meeting – Y | PINES is no stranger to challe | Elizabeth McKinney and Elaine | slides | ||
| 2016 | Keynote | Keynote Address by Jason Hibbets | Jason Hibbets | Keynote Address by Jason Hibbe | Jason Hibbets | ||||||
| 2016 | Session | Taboo: Floating in the Most Peculiar Way | Many libraries have utilized floating collections within a system to respond to demand at branch locations. In late 2015, the Consortium of Ohio Libraries began to explore the use of floating collections between independent libraries to meet demand. This presentation will discuss how the Consortium of Ohio Libraries created a floating collection between eleven independent libraries, how they approached acquisitions and collection management, and how the public responded to the new service. (Link to presentation) | Chauncey Montgomery and Joe Knueven, Consortium of Ohio Libraries | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-EIC2016_Taboo_FloatingInTheMostPeculiarWay.compressed.pdf | Taboo: Floating in the Most Pe | Many libraries have utilized f | Chauncey Montgomery and Joe Kn | slides | ||
| 2016 | Session | Introduction to the Evergreen Community | A session intended for new members to the Evergreen community. Provides a short review of the history of Evergreen and the current community at large. Provides an overview of Evergreen the community rather than the software. (Link to presentation) | Ruth Frasur, Hagerstown-Jefferson Township Library; Kathy Lussier, MassLNC; Shae Tetteron, Equinox Software, Inc. | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-EGCommunity2016-04182016.pptx | Introduction to the Evergreen | A session intended for new mem | Ruth Frasur, Hagerstown-Jeffer | slides | ||
| 2016 | Session | Putting the Patron OPAC Experience into “OverDrive” | Do you utilize OverDrive to supplement your digital collection? Ever wished the patron experience for borrowing items could be handled all in one place without having to visit an external site? Thanks to Jeff Davis (SITKA, BC Libraries Cooperative) code is publicly available to all Evergreen users who wish to allow for real-time item status information, checkout and holds for OverDrive items in OPAC search results and record details pages. This presentation will cover the prerequisites for using the code, including requesting your OverDrive API access, where to obtain the code, and finally examples of how the code can enhance your OPAC. This presentation is not intended to delve into the actual installation process, but rather is provided as an informational session on how users of Evergreen and OverDrive can bring the two eco-systems together and simplify borrowing of these digital resources. Information on how to get help with an installation will be provided, as well as time for questions and answers. (Link to presentation) | Michael Peters, Emerald Data Networks, Inc. | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-eg-overdrive-opac-final.pptx | Putting the Patron OPAC Experi | Do you utilize OverDrive to su | Michael Peters, Emerald Data N | slides | ||
| 2016 | Session | Digging Deeper: Acquisitions Reports in Evergreen | Creating report templates for acquisitions can be challenging in Evergreen. This session will help you navigate how to structure reports that you’ll use! We will examine the available acquisitions related reporting sources in the staff client to identify key data elements for reporting. We will also walk through the creation of several basic acquisitions report templates. | Angela Kilsdonk, Equinox Software, Inc. | Digging Deeper: Acquisitions R | Creating report templates for | Angela Kilsdonk, Equinox Softw | ||||
| 2016 | Session | Fireside Chat: Pioneering and Early Development of Evergreen | The PINES Consortium launched in late 1999 and was the first group of libraries to implement Evergreen in 2006. Join Julie Walker, State Librarian of Georgia and David Singleton, Director of Libraries at Charlotte Mecklenburg Library—two of the Georgia Public Library Service staff who shepherded Evergreen’s creation and early development–for a conversation about some of the challenges and triumphs of development and implementation. Working with library staff from across the state of Georgia and beyond, Evergreen was truly a collaborative venture. Join us for a discussion on the decision to venture off the beaten track and the process for making it happen. | Julie Walker, Elizabeth McKinney, State Library of Georgia; David Singleton, Charlotte Mecklenburg Library; Georgia Public Library Service | Fireside Chat: Pioneering and | The PINES Consortium launched | Julie Walker, Elizabeth McKinn | ||||
| 2016 | Session | Staging Migrations and Data Updates for Success | A bird’s eye view and technical discussion of the SQL-based migration tools Equinox developed and contributed to the community seven years ago and has continued to share and update. This talk focuses specifically on how the tools are used for staging tables and mapping, best practice, and how they save you time and pain — both during migrations to Evergreen and select post-migration batch data changes. | Jason Etheridge, Equinox Software, Inc. | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-Staging-Migrations-and-Data-Updates-for-Success.pptx | Staging Migrations and Data Up | A bird’s eye view and technica | Jason Etheridge, Equinox Softw | slides | ||
| 2016 | Session | Makeshift Navel Gazing: How We Make Inventory Work in Evergreen | This program will describe the process we use to train our libraries to do inventory in Evergreen, using only the Evergreen staff client, PCs, and scanners. The procedure is based on the process developed by the Indiana State Library. It has been used successfully in public and school libraries. We will share the challenges we have faced in implementing the procedure, and well as the success stories. (Link to presentation) | Jessica Woolford, Applications Support Specialist, Bibliomation, Inc. | https://docs.google.com/presentation/d/1AY8usNUSQyQYH3xG-__cyzrheQ3Aqa3FlDoDiFu7Qes/edit?usp=sharing | Makeshift Navel Gazing: How We | This program will describe the | Jessica Woolford, Applications | slides | ||
| 2016 | Session | A Tale of Two Consortiums | Join me for a look at the historical data of two consortiums as they’ve grown, SCLENDS and NC CARDINAL. The library world is filled with assumptions about how libraries behave on a consortia level but only one set of published data has covered large consortiums and that was published about SCLENDS in 2012. Now let’s catch up three years later and compare to our geographic neighbors in the north, looking at how a variety of factors influence borrowing patterns, examining the myth of inequality of collection use and how large scale sharing in an Evergreen consortium has benefited patrons in both consortiums. | Rogan Hamby, Equinox Software, Inc. | https://www.dropbox.com/s/gpxm8tzl2g91au6/A%20Tale%20of%20Two%20Consortia.pptx?dl=0 | A Tale of Two Consortiums | Join me for a look at the hist | Rogan Hamby, Equinox Software, | slides | ||
| 2016 | Session | System Administration Interest Group | The Evergreen System Administration Interest Group has met regularly every conference and is intended for those interested in or working with server or local system administration related to Evergreen, Linux, and many other magical things. With our emphasis on small group discussions, everyone is welcome to come participate, ask questions, and share their cool approaches to solving problems. | Chris Sharp, PINES; Josh Lamos and Andy Witter, Emerald Data Networks, Inc. | System Administration Interest | The Evergreen System Administr | Chris Sharp, PINES; Josh Lamos | ||||
| 2016 | Lightning | Documentation presentation | https://docs.google.com/presentation/d/1r-bghGLr-fg8o1whVkC0Aaqx0Lqt0n40NYVsa-24ufE/edit#slide=id.p | Documentation presentation | slides | ||||||
| 2016 | Lightning | Global Columns and Receipts presentation | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-Global_Receipts_and_Columns-Lightning__EVGILS16.pdf | Global Columns and Receipts pr | slides | ||||||
| 2016 | Session | A More Practical Serials Walkthrough | This presentation will be a succinct revisit of the 2014 presentation. We will walkthrough one Serials workflow. We will use the Alternate Serial Control View to discuss the setup and include the Serial Control View in the discussion of Serials receiving. | Erica Rohlfs, Equinox Software, Inc. | A More Practical Serials Walkt | This presentation will be a su | Erica Rohlfs, Equinox Software | ||||
| 2016 | Session | SQL for Dummies | Join us for an introduction to Structured Query Language (SQL). We will cover the basics of SQL syntax utilizing simple, but useful, queries for Evergreen data, as examples. We’ll cover SELECT, FROM, WHERE, ORDER BY and JOIN. As a result, you will not only learn the basics of SQL, but a bit about the structure of the database underlying Evergreen and the relationships between tables. In addition, we’ll look at some useful PostgreSQL-specific commands. No previous SQL knowledge is required or expected. | Presenters: John Yorio and Dale Rigney, Equinox Software, Inc. | SQL for Dummies | Join us for an introduction to | Presenters: John Yorio and Dal | ||||
| 2016 | Session | It Turns Out That This Is a Popularity Contest After All | Activity metric. Popularity ranking. Statistically generated record ratings. Whatever you call it, Evergreen is getting a really cool new feature that works because of SCIENCE. We call them Record Badges, and they leverage item data such as popularity to help patrons find what they need. We will explore how the new Record Badges feature works, the math behind it, and how it will enhance patron experience while giving libraries amazing new power and flexibility. We’ll also look to the future to see how the infrastructure built for Record Badges could be leveraged to create even more new and exciting features! (Link to presentation) | Mike Rylander, Equinox Software, Inc. | It Turns Out That This Is a Po | Activity metric. Popularity ra | Mike Rylander, Equinox Softwar | ||||
| 2016 | Session | We are Family: Working Together to Make Consortial Policy Decisions | Consortia face a unique set of challenges whether just forming or expanding to bring new members into the fold. One of the biggest challenges is determining how to make policy choices that will benefit everyone while still granting autonomy to the member libraries. There is no single solution but this presentation will explore a set of questions designed to aid in the decision making process. There will be a brief review of global versus local policy in Evergreen but the focus will be primarily on the exploration of a current policy consolidation project with one Evergreen consortium. (Link to presentation) | Shae Tetterton, Equinox Software, Inc. | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-wearefamily.pptx | We are Family: Working Togethe | Consortia face a unique set of | Shae Tetterton, Equinox Softwa | slides | ||
| 2016 | Session | Evergreen Oversight Board Update (State of Evergreen) | http://slides.com/graced/state-of-eg-2016 | Evergreen Oversight Board Upda | slides | ||||||
| 2016 | Session | It’s GRAPHIC! Best Practices for Cataloging Graphic Novels | How should you catalog your graphic novels, as single or multipart records? Where should you shelve them: in fiction, nonfiction or their own graphic novel section? What call numbers should you use? This session answers those questions with an overview of Best Practices from libraries across the country, and describes the implementation of the multipart functionality in the Georgia PINES consortium. | Linh Uong, Northeast Georgia Regional Library System (PINES) | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16LinhUong_22April2016.pdf | It’s GRAPHIC! Best Practices f | How should you catalog your gr | Linh Uong, Northeast Georgia R | slides | ||
| 2016 | Session | Keeping in Touch | Communication and training in any consortial setting can be a challenge. Making sure member libraries are informed of critical issues, news, and help, while simultaneously providing opportunities for professional development and training, is critical in addressing a perception by members that they are “out of the loop”. In this presentation, you will learn how C/W MARS, a consortium of nearly 150 independent public and academic libraries, used multiple targeted channels for communication and training to raise overall member satisfaction training to record levels. | James Keenan, C/W MARS | Keeping in Touch | Communication and training in | James Keenan, C/W MARS | ||||
| 2016 | Session | Is That Book Checked Out?: Getting Holdings and Availability Data into Other Applications | Patrons can easily check availability data in the standard Evergreen OPAC. But what if your library wants to use a discovery layer or “next-generation OPAC”? We’ll talk about lessons I learned from integrating library holdings into our Blacklight discovery layer. We’ll make friends with supercat, the OpenSrf gateway, and opensearch. We’ll look at some XML and JSON, but will not wallow in anything too technical. | Jane Sandberg, Linn-Benton Community College | http://sandbergja.github.io/eic2016slides/presentation.pdf | Is That Book Checked Out?: Get | Patrons can easily check avail | Jane Sandberg, Linn-Benton Com | slides | ||
| 2016 | Session | Researching Patron Issues | Investigate patron issues with bills, holds, etc. Communicate effectively with staff and patrons for smooth resolutions. This session will discuss credit balances and how they happen by mistake as well as how to record refunds due to patrons. Tips on placing holds and getting the patron the first available copy of the item they are requesting. | Dawn Dale, Georgia Public Library Service (PINES) | Researching Patron Issues | Investigate patron issues with | Dawn Dale, Georgia Public Libr | ||||
| 2016 | Session | Encouraging Participation in Evergreen II: Tools and Resources (and badges!) | Last year, I gave a talk called “Badges? We don’t need no stinking badges! or How to encourage participation in Evergreen”. That talk focused on community building and identifying the ways we can support and encourage participation at a local level. This follow up talk will briefly recap those takeaways and then will focus specifically on tools and resources for organizing groups and their ideas. We will explore known tools like Launchpad and the Evergreen website/wiki, as well as tools for collaboration, UI design, and project management. We will demo some of these tools live as we work through a group idea from brainstorming through UI mockup to project tracking and implementation. Judging by the fantastic group who attended last year, this promises to be a fast-paced, fun, and interactive session. And, of course, all participants will receive badges. | Grace Dunbar, Equinox Software, Inc. | http://slides.com/graced/deck-42010ebe-025b-4398-9137-d16a7b1484a9 | Encouraging Participation in E | Last year, I gave a talk calle | Grace Dunbar, Equinox Software | slides | ||
| 2016 | Session | Metadata Abattoir: Prime Cuts of MARC | We will discuss novel and effective indexing of bibliographic data and ranking configuration beyond the stock configuration of Evergreen that can enhance both patron and staff search experience, and can pave the way for outside automation and integration. We will cover how to identify search, facet, browse, and attribute fields that make a difference to users of various types, how to configure normalization for these fields to provide the most end-user value, and ways to expose these fields to the users that need them. Importantly, we will explain how to configure ranking and weighting in Evergreen to make the most of such fields. We will also discuss the trade-offs of adding or removing indexing configuration, as well as existing and upcoming technology and techniques that could be incorporated into Evergreen in the future to enhance search behavior and performance. (Link to presentation) | Presenter: Mike Rylander, Equinox Software, Inc. | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-Prime-cuts.pdf | Metadata Abattoir: Prime Cuts | We will discuss novel and effe | Presenter: Mike Rylander, Equi | slides | ||
| 2016 | Session | Circulation Round Table | An opportunity to ask questions, share tips and tricks, and bond with others on the front lines who deal with circulation every day. Whether you’re a new Evergreen user or a seasoned expert, take advantage of this opportunity to reduce anxiety and make circulation less stressful and more effective. Share your problems as well as the cool solutions you’ve found. No matter what situations you run into, it’s a safe bet that someone else has faced the same. Why reinvent the wheel when you can share the love instead? | Andrea Buntz Neiman, Kent County Public Library | Circulation Round Table | An opportunity to ask question | Andrea Buntz Neiman, Kent Coun | ||||
| 2016 | Session | Serials Round Table | This is intended to be an open dialogue session among existing Serials users to share workflows within both the Serial Control View and the Alternate Control View, satisfactory aspects of both interfaces and their challenges. If you are curious about the Serials module or considering its implementation at your library, then this will be a great opportunity for you to engage in candid discussions. | Erica Rohlfs, Equinox Software, Inc. | Serials Round Table | This is intended to be an open | Erica Rohlfs, Equinox Software | ||||
| 2016 | Session | F5 Magic: Why the Item Status Screen is the Best Feature of the Staff Client, and What it Can Do For You | Evergreen’s “Item Status” screen is able to perform a variety of useful functions, including batch functions on items and volumes, staff holds, links to triggered events, item transfers, hold & circulation information, different kinds of item details, limited circulation functions, and more. I’ll show you how to make the most of the Item Status screen and how to use it as a shortcut to many common staff functions. (Link to presentation) | Andrea Buntz Neiman, Kent County Public Library | https://docs.google.com/presentation/d/1pcKARpynx7lMaQFU4VVGYZz3L94z1BwERZTUktos7yo/edit#slide=id.p4 | F5 Magic: Why the Item Status | Evergreen’s “Item Status” scre | Andrea Buntz Neiman, Kent Coun | slides | ||
| 2016 | Session | Setting a Direction for Evergreen Search | The 2015 Evergreen Hack-A-Way launched a discussion about future directions for Evergreen search. The discussion will continue via online community channels over the next couple of months. In this session, MassLNC coordinator Kathy Lussier (and possibly others) will provide a status update and facilitate community discussion on what direction Evergreen search should take. | Kathy Lussier, MassLNC | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-setting-a-direction-for-evergreen-search.pdf | Setting a Direction for Evergr | The 2015 Evergreen Hack-A-Way | Kathy Lussier, MassLNC | slides | ||
| 2016 | Session | MARC Stream Importer | While Evergreen’s staff client bib record importer is terrific, the MARC stream importer, an Evergreen command line function, allows large MARC files to be loaded sequentially, safely, and unattended. We’ll discuss the general use but also the files involved, configuration options, workflows, automation, and pitfalls of the MARC Stream Importer. | Codey Kolasinski, C/W MARS | MARC Stream Importer | While Evergreen’s staff client | Codey Kolasinski, C/W MARS | ||||
| 2016 | Session | Oops, I Accidentally Deleted Something (and other small problems): Bite-Sized Reports to Help You Find and Fix Problems in Your ILS | Through years of hard-earned experience, we have built a small group of useful reports to help find and/or undo errors that we and other staff members have made in cataloging, circulation, and other collection management activities. For each report covered in the session, the presenters will explain how the report is structured, what it is designed to measure, and how it can be used in the management of the ILS. A general familiarity with Evergreen Reports will be useful for attendees, but not necessary. | Forest Doyle, Lise Keppler, and April Durrence, Andrea Buntz Neiman, NC Cardinal; , Kent County Public Library | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-Oops-I-accidentally-deleted-something-and-other-small-problems-bite-sized-reports-to-help-you-find-and-fix-problems-in-your-ILS.compressed.pdf | Oops, I Accidentally Deleted S | Through years of hard-earned e | Forest Doyle, Lise Keppler, an | slides | ||
| 2016 | Session | Searching OPAC Catalog Searches | Evergreen can provide a wealth of data about circulations, holds, and bib records but a perhaps hitherto untapped resource may be patron searches. We’ll discuss the (anonymous) analysis of eighteen million patron searches which help to uncover what search features patrons are using, what are patrons searching for, and any patterns revealed in the analysis. | Codey Kolasinski, C/W MARS | Searching OPAC Catalog Searche | Evergreen can provide a wealth | Codey Kolasinski, C/W MARS | ||||
| 2016 | Session | Back to the Future: The Historical Evolution of Evergreen’s Code and Infrastructure | Presenting as members of the original development team, we’ll talk about how we chose to build EG – why certain technologies were chosen (Postgres, XMPP, Perl, etc), why certain things were abandoned (xulrunner, backend JS, etc), and how we’ve applied any lessons toward the tools we are using now in the web client and other modern bits. And, what are some likely future directions for the technology Evergreen uses and why. | Mike Rylander, Jason Etheridge, Bill Erickson, Equinox Software, Inc; King County Library System | Back to the Future: The Histor | Presenting as members of the o | Mike Rylander, Jason Etheridge | ||||
| 2016 | Session | Fund Fun: How to Set Up and Manage Funds in Acquisitions | The Acquisitions module allows users to track their library’s funds and purchasing within Evergreen. This session will cover the initial set up and configuration of funds, management of funds, and end of the year close out procedures and options. At the end of this session, participants will have the information they need to set up financial information in the Acquisitions module. | Angela Kilsdonk, Equinox Software, Inc. | Fund Fun: How to Set Up and Ma | The Acquisitions module allows | Angela Kilsdonk, Equinox Softw | ||||
| 2016 | Session | Library Staff Training: The PINES Approach | PINES has a very small number of staff members providing software, policy, and procedural support for a very large number of libraries in a geographically large state, so we have developed a multi-pronged approach to providing as much staff training as possible with a minimum of expense. This session will provide an overview of our approach which includes in-person training, live online sessions, self-paced online sessions, and written documentation. | Terran McCanna, PINES | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-SessionNotes-PINESStaffTraining.docx | Library Staff Training: The PI | PINES has a very small number | Terran McCanna, PINES | slides | ||
| 2016 | Session | Not Your High School Geometry Class: How to Develop for the Browser Client with AngularJS | The browser client (AKA web staff interface) is rapidly taking shape as the replacement for the XUL staff client, but more hands are needed to help make it sing. Evergreen committers, Galen Charlton, Bill Erickson, and Mike Rylander will cover various topics to help get JavaScript developers up to speed with writing code for the browser client, including: an overview of the architecture of the browser client, a brief introduction to the main JavaScript framework used, AngularJS, an overview of the foundational AngularJS services written for Evergreen, including egGrid and egNet. We will also work through an example of how to implement a new feature for the browser client, including how to write test cases. By the end of the sessions, attendees will be familiar the general architecture of the browser client and the AngularJS directives and services at its core. They will also know where to go to find more information. Some knowledge of JavaScript programming is recommended for attendees. | Galen Charlton and Mike Rylander, Equinox Software, Inc; Bill Erickson, King County Library System | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-NotYourHighSchoolGeometryClass.pdf | Not Your High School Geometry | The browser client (AKA web st | Galen Charlton and Mike Ryland | slides | ||
| 2016 | Session | Benefits of Cross-Training Technical Services and Public Service Staff | Cross training technical services and public services staff is vital for effective patron service, particularly within the context of a shared/consortial catalog. By ensuring that technical services staff have a working knowledge in public desk service and patron use of discovery tools, a better user experience can be delivered. It is also important that public services staff be trained in basic technical service skills and vocabulary. Better understanding of MARC records, the Evergreen catalog environment, and technical services workflows can help public services staff better assist patrons with searches and item requests. This cross-training of departments allows for more effective communication of problems and solutions between departments, ensuring a better user experience for patrons and more efficient use of staff time in problem resolution. This session will discuss the challenges and successes in this type of staff cross training. | Serenity Richards and Jessica Philyaw, NC Cardinal | Benefits of Cross-Training Tec | Cross training technical servi | Serenity Richards and Jessica | ||||
| 2016 | Session | To Dream the Impossible Dream: Collaborating to Achieve Shared Vision | Mike and Grace have spent the last seven years building a working relationship that has allowed them to achieve the impossible dream in software development. Save yourself many years of pain and tears by attending this session and learning from our successes and failures in product design (from the librarian perspective) and code implementation (from the developer perspective). The presentation will highlight the keys to successful project design and implementation. But, more importantly, this talk will focus on the one critical factor in successful collaborations of this nature – learning how to say “no” constructively. (Link to presentation) | Grace Dunbar and Mike Rylander, Equinox Software, Inc. | http://slides.com/graced/it-s-the-mike-grace-show | To Dream the Impossible Dream: | Mike and Grace have spent the | Grace Dunbar and Mike Rylander | slides | ||
| 2016 | Session | Quick Reports | PINES worked with Emerald Data Networks to develop a simplified, web-based interface to the existing Evergreen Reports module. This interface does not take the place of the standard Evergreen Reports module, but instead serves as an additional (and easier) way for library staff to access a set of pre-selected, frequently-requested reports with a minimum of training. (This code is not part of the Evergreen core code, but is freely available as an optional add-on for any Evergreen sites who wish to make use of it.) (Link to presentation notes) (Link to report descriptions) | Terran McCanna, PINES; Darrell Rodgers, Emerald Data Networks, Inc. | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-SessionNotes-QuickReports.docx | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-PINESQuickReports-ReportDescriptions.docx | Quick Reports | PINES worked with Emerald Data | Terran McCanna, PINES; Darrell | slides | recording |
| 2016 | Session | Developer Update | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-Evergreen-Conference-2016-Development-Update.pdf | Developer Update | slides | ||||||
| 2016 | Session | The Catalog Forester: Managing Authority Records in Evergreen, Singly and in Batch | Improve findability and make your catalog uniform with authority control in Evergreen! During this session, we will discuss authority control: how it works, and the set-up, creation, and implementation of individual authority records. We will also demystify features such as establishing custom authority fields and thesauruses. After tackling authority control from the point of view of individual records, we’ll move on to the topic of managing batch authority control, from planning the initial wash, exporting and importing records, setting up record matching profiles, and linking records together. We will also give insight to what happens to the records during their little vacation away from Evergreen to be refreshed, and suggest a vision of the future for faster record updates. Knowledge of cataloging practices helps, but is not required for this presentation. (Link to presentation) | Galen Charlton, Mary Jinglewski, Chad Cluff, Equinox Software, Inc; , Backstage Library Works | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-CatalogingForester_reduce.pptx | The Catalog Forester: Managing | Improve findability and make y | Galen Charlton, Mary Jinglewsk | slides | ||
| 2016 | Session | No Coding Required: Catalog Customizations Made from the Staff Client | We all know libraries can customize their public catalogs by editing template toolkit files, but did you also know about all of the settings and global flags available to adjust catalog options and behavior? Join us on a tour of a variety of settings that can be used to customize the catalog. In this session, MassLNC Project Coordinator Kathy Lussier will review many of these settings, including adding custom icons and format limiters to the catalog; adjusting the way electronic resources are retrieved for particular scopes; and customizing how org units appear in the library selector. The target audience for this program is administrators responsible for configuring global options in Evergreen. | Kathy Lussier, Mass LNC | https://evergreen-ils.org/wp-content/uploads/2015/11/eg16-no-coding-required.pdf | No Coding Required: Catalog Cu | We all know libraries can cust | Kathy Lussier, Mass LNC | slides | ||
| 2016 | Session | Many Trees, Each Different: Sprucing Up Your Evergreen TPAC | Although we all love the stock Evergreen appearance, sometimes you just have to make it a little more your own. Now what if you had to do this not for one library, but ten different academic libraries with ten different branded interfaces — and even more drastic changes? And what if you also had to make it possible for over 140 public libraries and branches to brand their OPACs individually as well? In this presentation, we’ll cover how to identify which .tt2 file needs to be modified, and then, working directly in the file, show you how to customize the color scheme, modify text, add links to the header and footer, replace the stock Evergreen logos with your own library logo and more. Building on that, we’ll discuss the trials, tribulations, processes and a pathway to ultimate success in a multi-site configuration and customization of the Evergreen OPAC. | James Keenan, John Yorio , Dale Rigney, C/W MARS; Equinox Software, Inc. | Many Trees, Each Different: Sp | Although we all love the stock | James Keenan, John Yorio , Dal | ||||
| 2017 | Preconference | The Usual Suspects | A pre-conference looking at de-duplication methods in Evergreen. The pre-conference would start with a high level look at match points and approaches to de-duplication especially the identification of unique record versus identification of described item approaches as well as some common assumptions and pitfalls in each approach. We then move onto looking at issues for de-duplication in migrations versus ongoing maintenance. Finally we look at some of the common tools and approaches for de-duplication and how they might be changed based on the preferences described earlier in the pre-conference as well as the pros and cons of doing it in external scripts versus in database merging.The Hackfest for Evergreen Developers is also on Wednesday and is free for the development community to attend and participate. | Rogan Hamby, Equinox | https://goo.gl/kKf1AO | The Usual Suspects | A pre-conference looking at de | Rogan Hamby, Equinox | slides | ||
| 2017 | Preconference | Protecting Patron Privacy with Evergreen | This preconference will cover practical techniques for protecting patron privacy in an Evergreen system. Since protecting patron data necessarily requires involvement by the entire staff of a library, the techniques discussed will cover the gamut from server administration and configuration to circulation desk management to library administrative policies. The target audience for this preconference are public services staff, Evergreen system administrators and library and consortium managers. Attendees are encouraged to register along with a buddy, i.e., a coworker at your library who has a different role than your own. | Galen Charlton, Equinox and Jeff Godin, TADL | https://docs.google.com/presentation/d/1oIq_kffdzjtmNxyPGUOWe36QDJ6lobEn4dWsqXnmMaQ/edit#slide=id.p | Protecting Patron Privacy with | This preconference will cover | Galen Charlton, Equinox and Je | slides | ||
| 2017 | Preconference | Making the most of Evergreen Reports | Evergreen’s built-in report-creating feature is powerful, extensible, and allows for very fine-grained and targeted data retrieval. This extended session covers the design of the reports interface and how you can select and join together the best sources you can for your libraries’ reporting needs. We’ll peek under the hood some so you’ll understand better how Evergreen reports work from the database up. Includes practical real-life examples gleaned from years of supporting and troubleshooting PINES reports. | Chris Sharp, Georgia Public Library Service | Making the most of Evergreen R | Evergreen’s built-in report-cr | Chris Sharp, Georgia Public Li | ||||
| 2017 | Preconference | Web Client Basics for End Users | The new Evergreen web client, or Webby, as it has affectionately been dubbed, is an exciting move forward for Evergreen users. This workshop will provide an overview of the look and feel of the web client and time for hands-on exercises to get to know Webby. The workshop will focus on three areas of the web client: navigation and workstation administration, patron accounts and basic circulation, and basic cataloging functionality. By the end of the workshop, participants will have experience setting up a workstation in the web client, searching for and working with patron accounts, and creating bibliographic records and items in the catalog. | Angela Kilsdonk, Mary Jinglewski, Equinox | Web Client Basics for End User | The new Evergreen web client, | Angela Kilsdonk, Mary Jinglews | ||||
| 2017 | Keynote | Open Source Society | (18F) | Catherine Devlin | http://catherinedevlin.github.io/slides/evergreen/keynote/#/ | Open Source Society | (18F) | Catherine Devlin | slides | ||
| 2017 | Session | ASCIIDOC: Everything You Need to Know | Lynn Floyd (SCLENDS) | https://goo.gl/qxJAQn | ASCIIDOC: Everything You Need | Lynn Floyd (SCLENDS) | slides | ||||
| 2017 | Session | Circulation in the Web Staff Client | Andrea Buntz Neiman (Equinox Open Library Initiative) | https://docs.google.com/presentation/d/1ljPIAhBMWkfs9ihKqUj7CfoG8pQ2KttJtr9cBlvz2-Q/edit#slide=id.g1dbcaaf209_0_690 | Circulation in the Web Staff C | Andrea Buntz Neiman (Equinox O | slides | ||||
| 2017 | Session | Circulation Interest Group | Dawn Dale (PINES) | http://paste.evergreen-ils.org/82?tx=on&submit=Format+it%21 | Circulation Interest Group | Dawn Dale (PINES) | slides | ||||
| 2017 | Session | ¿Cómo se dice? Experiences in Translating Evergreen | Adam Bowling (Emerald Data Networks), Terran McCanna (PINES), Chris Sharp (PINES, Ben Shum (Evergreener.net) | https://docs.google.com/presentation/d/1pwZQr3XlQrQn_RFGORCZ9eFF7U4LBNZiI5sTpfne8W8/edit?usp=sharing | ¿Cómo se dice? Experiences in | Adam Bowling (Emerald Data Net | slides | ||||
| 2017 | Lightning | Conferences Within Conferences Within Conferences | Galen Charlton (Equinox Open Library Initiative) | http://slides.com/gmcharlt/evgils17-nested-conferences#/ | Conferences Within Conferences | Galen Charlton (Equinox Open L | slides | ||||
| 2017 | Session | Containers and Evergreen Cloud Hosting | Blake G. Henderson (MOBIUS) | http://slides.mobiusconsortium.org/blake/evergreengoogledocker | Containers and Evergreen Cloud | Blake G. Henderson (MOBIUS) | slides | ||||
| 2017 | Session | Credit When Credit Is Due | Dawn Dale (PINES) | https://evergreen-ils.org/wp-content/uploads/2016/12/Credit-When-Credit-is-Due.pptx | Credit When Credit Is Due | Dawn Dale (PINES) | slides | ||||
| 2017 | Lightning | DIG: Documentation Interest Group | Lynn Floyd (SCLENDS) | https://goo.gl/YlFgFZ | DIG: Documentation Interest Gr | Lynn Floyd (SCLENDS) | slides | ||||
| 2017 | Session | Evergreen Developer Update | Galen Charlton (Equinox Open Library Initiative), Kathy Lussier (MassLNC), Mike Rylander (Equinox Open Library Initiative) | http://slides.com/gmcharlt/evergreen-dev-update-2017 | Evergreen Developer Update | Galen Charlton (Equinox Open L | slides | ||||
| 2017 | Session | Evergreen Under Construction: New Features in Evergreen | Mike Rylander (Equinox Open Library Initiative), Sally Fortin (Equinox Open Library Initiative) | https://evergreen-ils.org/wp-content/uploads/2016/12/EvergreenUnderConstruction.pdf | Evergreen Under Construction: | Mike Rylander (Equinox Open Li | slides | ||||
| 2017 | Session | Evolving Standards, Evolving Catalogs: Evergreen, RDA, and Linked Data | Galen Charlton (Equinox Open Library Initiative), Jonathan Furr (NC Cardinal), Jennifer Weston (NC Cardinal) | https://bit.ly/EG2017RDA | Evolving Standards, Evolving C | Galen Charlton (Equinox Open L | slides | ||||
| 2017 | Session | Happy Hatch’s Hoppalong Hootenanny | Bill Erickson (King County Library System) | http://evergreen-ils.org/~erickson/eg2017/hatch-review.html | Happy Hatch’s Hoppalong Hooten | Bill Erickson (King County Lib | slides | ||||
| 2017 | Session | Let’s Look at Your Receipts! | Lynn Floyd (SCLENDS) | https://tinyurl.com/mmofrkd | Let’s Look at Your Receipts! | Lynn Floyd (SCLENDS) | slides | ||||
| 2017 | Lightning | Mi Account Es Su Account: Using Lists to Share Resources and Ideas | Ruth Frasur (Hagerstown – Jefferson Township Library) | https://docs.google.com/presentation/d/1Ob_0JSd4QgFFGapqeha8jVDUpDxeyfZ40yS-Rss9of8/edit#slide=id.p | Mi Account Es Su Account: Usin | Ruth Frasur (Hagerstown – Jeff | slides | ||||
| 2017 | Session | Protecting Patron Privacy with Evergreen | Galen Charlton (Equinox Open Library Initiative), Jeff Godin (Traverse Area District Library) | https://docs.google.com/presentation/d/1oIq_kffdzjtmNxyPGUOWe36QDJ6lobEn4dWsqXnmMaQ/edit#slide=id.p | Protecting Patron Privacy with | Galen Charlton (Equinox Open L | slides | ||||
| 2017 | Session | Reporting on ROI | Rogan Hamby (Equinox Open Library Initiative) | http://slides.com/roganhamby/reporting-on-roi#/ | Reporting on ROI | Rogan Hamby (Equinox Open Libr | slides | ||||
| 2017 | Session | Running Your Cash Drawer Through Evergreen | Heather Lindskold, Catherine Martin , Mary Jinglewski (Altoona Area Public Library), (Blair County Library System), (Equinox Open Library Initiative) | https://docs.google.com/presentation/d/1wTWVjChEMHoHbt3bjYlB_nbuzZAAt6pFMNJsdyBKjio/edit#slide=id.p | Running Your Cash Drawer Throu | Heather Lindskold, Catherine M | slides | ||||
| 2017 | Session | The Secret Life of Electronic Resources | April Durrence (NC Cardinal), Catherine Prince (NC Cardinal) | https://evergreen-ils.org/wp-content/uploads/2016/12/The-Secret-Life-of-Electronic-Resources-A-Tale-of-Transcendence.pptx | The Secret Life of Electronic | April Durrence (NC Cardinal), | slides | ||||
| 2017 | Session | Staging Migrations for Success | Jason Etheridge (Equinox Open Library Initiative) | http://tinyurl.com/EGmigrations2 | Staging Migrations for Success | Jason Etheridge (Equinox Open | slides | ||||
| 2017 | Session | The State of Evergreen (Evergreen Oversight Board Update) | Grace Dunbar (Equinox Open Library Initiative) | http://slides.com/graced/state-of-eg-2016-7 | The State of Evergreen (Evergr | Grace Dunbar (Equinox Open Lib | slides | ||||
| 2017 | Session | System Administration Interest Group | Chris Sharp (PINES) | https://docs.google.com/document/d/1PVCoGoRouZh-cFifJzRpo_n8nOQcDOrmFNlhgP-k0rc/edit?usp=sharing | System Administration Interest | Chris Sharp (PINES) | slides | ||||
| 2017 | Session | Take Action! Or, Improving Your Notification Action Triggers | Terran McCanna (PINES), Chris Sharp (PINES) | https://docs.google.com/presentation/d/172OlLFaFM23CAug8HEFs6ZA0lW0ZFtEQiUUk1fu9AVk/edit?usp=sharing | Take Action! Or, Improving You | Terran McCanna (PINES), Chris | slides | ||||
| 2017 | Session | There’s Gold in Them Thar Nooks and Crannies: Unveiling Hidden Things in Evergreen | Galen Charlton (Equinox Open Library Initiative) | http://slides.com/gmcharlt/unveiling-hidden-things-in-evergreen | There’s Gold in Them Thar Nook | Galen Charlton (Equinox Open L | slides | ||||
| 2017 | Session | The Usual Suspects (De-duplication Methods in Evergreen) | Rogan Hamby (Equinox Open Library Initiative) | https://goo.gl/kKf1AO | The Usual Suspects (De-duplica | Rogan Hamby (Equinox Open Libr | slides | ||||
| 2017 | Session | Wait, Wait, Do Tell Me! (Q&A Notes) | Grace Dunbar Elizabeth Thomsen Bill Erickson Angela Kilsdonk Kathy Lussier (Equinox Open Library Initiative), (NOBLE), (King County Library System), (Equinox Open Library Initiative), (MassLNC) | https://docs.google.com/document/d/1F_84CHvUcCkdMdXd-iTxdHF14bsh1QTPMIwge9IrFrU/edit?usp=sharing | Wait, Wait, Do Tell Me! (Q&A N | Grace Dunbar Elizabeth Thomsen | slides | ||||
| 2017 | Session | We Aim to Misbehave: Making the Catalogue a Progressive Web App | Dan Scott (Laurentian University) | https://stuff.coffeecode.net/2017/evergreen-progressive-web-app/ | We Aim to Misbehave: Making th | Dan Scott (Laurentian Universi | slides | ||||
| 2017 | Session | We Do Need Stinkin’ Badges: Defining Popularity for Your Collections | Kathy Lussier (MassLNC) | https://evergreen-ils.org/wp-content/uploads/2016/12/popularity-badges.pdf | We Do Need Stinkin’ Badges: De | Kathy Lussier (MassLNC) | slides | ||||
| 2017 | Lightning | Webby! | Andrea Buntz Neiman (Equinox Open Library Initiative) | https://goo.gl/ORSwBe | Webby! | Andrea Buntz Neiman (Equinox O | slides | ||||
| 2017 | Session | Where Have All the Toolbars Gone? | Grace Dunbar (Equinox Open Library Initiative) | http://slides.com/graced/deck-7 | Where Have All the Toolbars Go | Grace Dunbar (Equinox Open Lib | slides | ||||
| 2018 | Preconference | Authority Control and Your Library | Jane Sandberg | https://github.com/sandbergja/eic_2018_slides/raw/master/presentation.pdf | Authority Control and Your Lib | Jane Sandberg | slides | ||||
| 2018 | Preconference | Brush Up Your Evergreen Search | Kathy Lussier | http://slides.com/kathylussier/brush-up | Brush Up Your Evergreen Search | Kathy Lussier | slides | ||||
| 2018 | Preconference | More SQL for Librarians | Rogan Hamby | http://bit.ly/rogansql | More SQL for Librarians | Rogan Hamby | slides | ||||
| 2018 | Session | Attack of the Clones LIVE! Building Evergreen Reports Before Your Eyes! | Jessica Woolford | https://docs.google.com/document/d/1PpDbQKs1uKZo3k9B6aAMXE0VA2ci8cB-T3WBuwvi7CI/edit?usp=sharing | Attack of the Clones LIVE! Bui | Jessica Woolford | slides | ||||
| 2018 | Session | Beyond MODS: Customizing Search for Public Libraries | Rogan Hamby and Meg Stroup | http://bit.ly/beyondmods | Beyond MODS: Customizing Searc | Rogan Hamby and Meg Stroup | slides | ||||
| 2018 | Session | Catalog? But I’m Not a Cataloger! | Felicia Beaudry | http://bit.ly/EG18BeaudrySlides | http://bit.ly/EG18BeaudryHandout | Catalog? But I’m Not a Catalog | Felicia Beaudry | slides | recording | ||
| 2018 | Session | Cataloging, What’s Next? | Galen Charlton, Jonathan Furr, and Jennifer Weston | https://docs.google.com/presentation/d/e/2PACX-1vS0SsHWszR0TCHEFflcjkKAEZaUAqOpyLYjRQal7k5Ee8BFh3Eww9urRWpe4Uera_8mzZCjs5kf0qbV/pub?start=false&loop=false&delayms=3000#slide=id.p3 | Cataloging, What’s Next? | Galen Charlton, Jonathan Furr, | slides | ||||
| 2018 | Session | Don’t Be An Ostrich! We want YOU to report bugs in Evergreen | Mary Jinglewski and Andrea Buntz Neiman | https://docs.google.com/presentation/d/13mGh0XIBArQfqAMaL5S3U9jl7-LfrChoOALBKXqg_B8/edit?usp=sharing | Don’t Be An Ostrich! We want Y | Mary Jinglewski and Andrea Bun | slides | ||||
| 2018 | Session | Evergreen Catalog Showcase | Debbie Luchenbill, Kathy Lussier, Michael Schell, and Elizabeth Thomsen | https://goo.gl/3bTS5t | Evergreen Catalog Showcase | Debbie Luchenbill, Kathy Lussi | slides | ||||
| 2018 | Session | Evergreen Development Update | Galen Charlton, Bill Erickson, Dan Wells, Jason Boyer, and Jason Stephenson | https://docs.google.com/presentation/d/e/2PACX-1vTEi2p7zE08HH8xFmKzwMxRm11Zu55Ha8jLgCpTNx5d8HOqYP3G4cjlgXPgBJhXutqGUepQlG6Z4rl5/pub?start=false&loop=false&delayms=10000#slide=id.p | Evergreen Development Update | Galen Charlton, Bill Erickson, | slides | ||||
| 2018 | Session | Five Years on Evergreen: C/W MARS Evaluates the Move | Jeanette Lundgren, Tim Spindler | https://docs.google.com/presentation/d/1GmgzlHP9fxBY7MqDVQVJ4Bm7dMYvtv47Y0POmSUlz48/edit#slide=id.p | Five Years on Evergreen: C/W M | Jeanette Lundgren, Tim Spindle | slides | ||||
| 2018 | Session | Future of Evergreen: Brainstorming Session | https://docs.google.com/document/d/1By-bW5zNEZYUaakfO8udh7Vzj4GdUe9UcHPFqlGEO7k/edit?usp=sharing | Future of Evergreen: Brainstor | slides | ||||||
| 2018 | Session | Holds and Transits in a Large Consortium | Dawn Dale | https://evergreen-ils.org/wp-content/uploads/2018/05/Holds-and-Transits-.pptx | Holds and Transits in a Large | Dawn Dale | slides | ||||
| 2018 | Session | Cataloging Interest Group | https://evergreen-ils.org/wp-content/uploads/2018/05/CatalogingInterestGroup.pdf | Cataloging Interest Group | slides | ||||||
| 2018 | Session | Serials Interest Group | https://docs.google.com/document/d/1WkQbmuSPslz7CXdBoKkVIm74esEHLUp3OV48_d73hR4/edit#heading=h.pt8el6z6p462 | Serials Interest Group | slides | ||||||
| 2018 | Session | It Just Clicks: What Training My Dogs Taught Me About Working With Evergreen | Jessica Woolford | https://docs.google.com/presentation/d/1oJa0WBhuqxkPGPS4nGYg-m5foj6hS1ta4v5qfyHRRqE/edit?usp=sharing | It Just Clicks: What Training | Jessica Woolford | slides | ||||
| 2018 | Session | Let’s Change Everything! | Rogan Hamby, April Durrence | http://bit.ly/changesevgils18 | Let’s Change Everything! | Rogan Hamby, April Durrence | slides | ||||
| 2018 | Lightning | AsciiDoc in 5 Minutes | Lynn Floyd | http://bit.ly/2KxXuNV | AsciiDoc in 5 Minutes | Lynn Floyd | slides | ||||
| 2018 | Lightning | Auto-Renewal | Geoff Sams | https://yeti.esilibrary.com/dev/public/techspecs/auto-renewal.pdf | Auto-Renewal | Geoff Sams | slides | ||||
| 2018 | Lightning | Creating a Forest for the Trees | Ruth Frasur | https://docs.google.com/presentation/d/e/2PACX-1vTYAL_JHdXL_tsNQY1RyusQOULVFUbUUnoQIGvCnbfwL4Kj6dzeBQ2tOsnrqfpSaKIcC2oSXLa8_Umx/pub?start=true&loop=false&delayms=3000#slide=id.g3939866dc6_0_0 | Creating a Forest for the Tree | Ruth Frasur | slides | ||||
| 2018 | Lightning | Embedding Information Literacy Principles in InterfaceDesign | Jane Sandberg | https://evergreen-ils.org/wp-content/uploads/2018/05/lightningtalk-jane.pdf | Embedding Information Literacy | Jane Sandberg | slides | ||||
| 2018 | Lightning | Evergreen Documentation | Lynn Floyd | http://bit.ly/2rgHXtW | Evergreen Documentation | Lynn Floyd | slides | ||||
| 2018 | Lightning | Evergreen SIP Proxy Server ( | Blake Henderson | http://slides.mobiusconsortium.org/blake/sip_proxy/ | Evergreen SIP Proxy Server ( | Blake Henderson | slides | ||||
| 2018 | Lightning | I Was Wrong, Wrong, Wrong | Galen Charlton | https://galencharlton.com/blog/2018/05/on-being-wrong-wrong-wrong/ | I Was Wrong, Wrong, Wrong | Galen Charlton | slides | ||||
| 2018 | Session | March of the Frameworks: How Angular Lost Its JS | Bill Erickson | http://git.evergreen-ils.org/?p=working/random.git;a=blob_plain;f=ang2-preso.html;hb=collab/berick/eg2018#(1) | March of the Frameworks: How A | Bill Erickson | slides | ||||
| 2018 | Session | More than just Webby: new Features in 3.0 and 3.1 | Kathy Lussier and Andrea Buntz Neiman | https://docs.google.com/presentation/d/1ERB7dTTF5nslW88xYVyZCRStiElP9D-9FNOv2fdabNg/edit?usp=sharing | More than just Webby: new Feat | Kathy Lussier and Andrea Buntz | slides | ||||
| 2018 | Session | Print Templates in the Web Client | Terran McCanna | https://docs.google.com/presentation/d/15mlOw0B0kqoPZPlx0-4gMDnRLtTAgSmasC_VVfPuid8/edit?usp=sharing | https://evergreen-ils.org/wp-content/uploads/2018/05/PINES-custom-print-templates.7z | Print Templates in the Web Cli | Terran McCanna | slides | recording | ||
| 2018 | Session | Real World Deduplication | Rogan Hamby, Katie Greenleaf Martin, Sylvia Orner, Lugene Shelly | http://bit.ly/realworlddedupe | Real World Deduplication | Rogan Hamby, Katie Greenleaf M | slides | ||||
| 2018 | Session | SPARKing an interest in Resource Sharing | Elizabeth Davis, Mary Jinglewski, heather Lindskold, Katie Greenleaf Martin, Christina Thomas | https://docs.google.com/presentation/d/1XCYec8rHn-Klw05KyOfR_C6N8VcEHnDI762h4wzBgsc/edit?usp=sharing | SPARKing an interest in Resour | Elizabeth Davis, Mary Jinglews | slides | ||||
| 2018 | Session | State of Evergreen | Tim Spindler | https://docs.google.com/presentation/d/1rcq5LuJL7oOREZWPRMXohn5a31D6c5rMY2n3SeoRD0A/edit#slide=id.p | State of Evergreen | Tim Spindler | slides | ||||
| 2018 | Session | Tip of the Iceberg: The Absolute Basics of OpenSRF | Cesar Velez and Rogan Hamby | http://bit.ly/opensrficeberg | Tip of the Iceberg: The Absolu | Cesar Velez and Rogan Hamby | slides | ||||
| 2018 | Session | Training for Circulation Clerks | Diane Disbro | https://evergreen-ils.org/wp-content/uploads/2018/05/Training-for-Circulation-Clerks-international-ev-conf-2018.pptx | Training for Circulation Clerk | Diane Disbro | slides | ||||
| 2018 | Session | What’s HATCH-ing? | Bill Erickson, Jason Boyer, Blake Graham-Henderson, and Chris Sharp | http://git.evergreen-ils.org/?p=working/random.git;a=blob_plain;f=hatch-summary.html;hb=collab/berick/eg2018#title-slide | What’s HATCH-ing? | Bill Erickson, Jason Boyer, Bl | slides | ||||
| 2018 | Session | “You Want Me to do What?” – Providing Migration, Post-Migration, and Ongoing Evergreen Training to Library Staff | Dawn Dale, Lugene Shelly, and Christina Thomas | https://evergreen-ils.org/wp-content/uploads/2018/05/Training.pptx | https://evergreen-ils.org/wp-content/uploads/2018/05/You-want-me-to-do-What-SPARK.pptx | “You Want Me to do What?” – Pr | Dawn Dale, Lugene Shelly, and | slides | recording | ||
| 2019 | Preconference | Conscript.pm, or How I learned to Stop Worrying and Program the Evergreen Back End | Ever wondered what happens after you click that button in the staff client? Ever heard of the IDL, ctsore, pcrud? Ever wondered what they do? Ever needed to do something that the staff client just doesn’t do? Ever dreamed of a scheduled job that could do X? Ever wanted to power through a mass update with the force of an atomic bomb? Have you learned SQL, but found some updates are trickier than you thought? Know a little Perl? Don’t know what Perl is? Want to know more? Then, this is the presentation for you! Our speaker will give you an introduction to the Evergreen back end. You will learn what the different pieces are and how they fit together. You will learn to use those pieces to do things that are presently impossible, or awkward, to do in the staff client. You will learn to write code for those crazy requests for mass updates. You will learn about various utilities on the Evergreen back end that will make your job easier. Most of all, you will learn how to explore, to stop worry, and to program the Evergreen back end. | Jason Stephenson | https://htmlpreview.github.io/?https://github.com/Dyrcona/evergreen2019-preconference/blob/master/presentation.html | Conscript.pm, or How I learned | Ever wondered what happens aft | Jason Stephenson | slides | ||
| 2019 | Preconference | Finding What Isn’t There : Analyzing Evergreen for Collection Development | Join me for an in-depth look at circulation and holds data in Evergreen. Learn how to make use of both the reporter and SQL scripts to learn who is using what where. We will start with maximizing what you can get out of the reporter and will progress through looking at floating collections and collection development in a resource sharing environment. Before we finish we will look at analyzing existing data for predictors of new collections. Along the way we will look at how to build targeted weeding reports in a system or consortium to maintain circulations while removing duplicates, where you may want to move materials for managed floating of collections, finding indicators of underdeveloped parts of the collection and more. | Rogan Hamby | http://bit.ly/rogan_collectdev | Finding What Isn’t There : Ana | Join me for an in-depth look a | Rogan Hamby | slides | ||
| 2019 | Preconference | Web Client Receipts, It’s Not Magic | Let’s look at the Receipts for the Web Client. Included will be information on adding AngularJS, html, and Database information. We will format a set of basic templates, including information on how to add graphics, totals, and a lot of other tricks with AngularJS. Also, working with hatch and getting templates to print to the correct printer. Included will be some of the pitfalls we had with receipts. | Lynn Floyd | https://evergreen-ils.org/wp-content/uploads/2019/04/Receipts.pptx | Web Client Receipts, It’s Not | Let’s look at the Receipts for | Lynn Floyd | slides | ||
| 2019 | Session | Cataloging Interest Group | https://wiki.evergreen-ils.org/doku.php?id=cataloging | Cataloging Interest Group | slides | ||||||
| 2019 | Session | Circulation Interest Group | https://evergreen-ils.org/wp-content/uploads/2019/04/Disbro-Xul-to-Web-Training-Exercises.pdf | Circulation Interest Group | slides | ||||||
| 2019 | Session | Documentation Interest Group | https://docs.google.com/presentation/d/105rg-hso-T0ZEq2nRCwSjg1UdlADrzgpQGH8Je45dvw/edit?usp=sharing | https://wiki.evergreen-ils.org/doku.php?id=evergreen-docs:dig_meetings:20190426-minutes | Documentation Interest Group | slides | recording | ||||
| 2019 | Session | Batches, Baskets, Buckets and Bookbags | Elizabeth Thomsen | http://bit.ly/EG2019BBBB | Batches, Baskets, Buckets and | Elizabeth Thomsen | slides | ||||
| 2019 | Session | Catalogers Know How To Party! Resource Sharing the Cataloging Process | In Indiana, our tenure with Evergreen has been highlighted by the first-time automation of over a dozen libraries. We do not have centralized cataloging services. In the past couple of years, however, we’ve been leveraging our shared catalog, policies, and training to offer “Cataloging Parties” in support of these libraries during their automation. Cataloging parties bring together catalogers from multiple independent libraries to process hundreds of items in a single day. This session will talk about how we prepare for and carry out these events, the outcomes we believe are transferable, and suggestions about how you might be able to use this technique with dark collections of all shapes and sizes in your Evergreen community. | Anna Goben | https://evergreen-ils.org/wp-content/uploads/2019/04/EVGILS19-Catalogers-know-how-to-party.pdf | Catalogers Know How To Party! | In Indiana, our tenure with Ev | Anna Goben | slides | ||
| 2019 | Session | Cataloging Comics & Manga | The rise in popularity of graphic literature has been a boon to readers and a bane of catalogers. From companies that reuse ISBNs to repackaged serial runs with unclear titles comics and manga present some challenges. The lack of consistency in cataloging these kinds of materials results in an impact on the most public feature in Evergreen – search. Join us to talk about how to catalog modern comic and manga formats, issues to look out for in Evergreen and how consistent cataloging can aid weeding, collection development and deduplications. | Rogan Hamby & Meg Stroup | https://docs.google.com/presentation/d/1LqelmLWX3EBEy28h2ZHGOJFhYGHKPl8xfkA75NOWYA8/edit | Cataloging Comics & Manga | The rise in popularity of grap | Rogan Hamby & Meg Stroup | slides | ||
| 2019 | Session | Creating New Relationships with SPARK: A Migration Story | The journey of 11 independent libraries, with one being unautomated and the others using 4 different ILS, to create a resource sharing cooperative from the ground up using SPARK as the unifying element. Hear about the hurdles faced by the individual libraries in handling the migration while also introducing the concept of working within a shared environment to their staff and Boards, the level of coordination needed to make the idea work, and how it is faring 4 months after go-live. | Angie Devers and Mark Sullivan | https://docs.google.com/presentation/d/1glVgyLwZQ3VZB7hfeCjT1FL6Xqlzva1uOfVNtvVTPyo/edit#slide=id.p | Creating New Relationships wit | The journey of 11 independent | Angie Devers and Mark Sullivan | slides | ||
| 2019 | Session | The (EDI) Message in the (Acquisitions Module) | EDI doesn’t have to be as mysterious as a Nancy Drew story. We’ll take a high-level look at what EDI does in the Acquisitions module, as well as tips and tricks that users can use when working with EDI. | Tiffany Little | https://www.google.com/url?q=https://docs.google.com/presentation/d/1KKEF0NfcZQrpQaEeC7XOVeFpL1Hyx0-WF8gK8GNABW0/edit?usp%3Dsharing&sa=D&source=hangouts&ust=1556651205546000&usg=AFQjCNE42yTq7iMNgtEZEpFfJquDE9JGAA | The (EDI) Message in the (Acqu | EDI doesn’t have to be as myst | Tiffany Little | slides | ||
| 2019 | Session | Evergreen Documentation: How to Use It for Reference and Training Purposes – AND How to Participate in Making It Better! | In this program, the presenters will first lead attendees through a tour of existing Evergreen documentation on docs.evergreen-ils.org–including tools for searching and downloading sections as desired. Various ways to incorporate this documentation into everyday practice and training will be presented. Focus will then shift to the Documentation Interest Group (DIG) and its role in creating and editing the documentation, so that attendees can have all the information necessary to start contributing to Evergreen documentation! | Katie Greenleaf Martin and Angela Kilsdonk | https://evergreen-ils.org/wp-content/uploads/2019/04/Evergreen-Documentation-EG19-1.pdf | https://evergreen-ils.org/wp-content/uploads/2019/04/DIG-handouts.pdf | Evergreen Documentation: How t | In this program, the presenter | Katie Greenleaf Martin and Ang | slides | recording |
| 2019 | Session | Flying Without a Net: Vendor E-Resource Discovery Within Evergreen Without Bibliographic Records | PINES, GADD (Georgia Download Destination), and RBdigital worked together to develop an interface that, rather than being dependent on bibliographic or item records within the PINES database, relies on user entered search terms and filters within the PINES OPAC to access vendor content. The interface also provides a mechanism for patrons to authenticate, checkout, place holds, and other vendor functionality from within the PINES OPAC. Authentication takes into account GADD member and nonmember libraries and GADD wide content supplemented by additional content only available to specific member libraries. The RBdigital integration with the PINES Evergreen catalog is an open source solution that can be made available to other Evergreen libraries and has the potential to be utilized for any vendor content. PINES’ and GADD’s goal was to create an interface that allows access to electronic content in a vendor/provider neutral manner and supports multiple content providers seamlessly. | Elaine Hardy and Mike Pyland | https://evergreen-ils.org/wp-content/uploads/2019/04/Flying-without-a-net-for-distibution.pptx | Flying Without a Net: Vendor E | PINES, GADD (Georgia Download | Elaine Hardy and Mike Pyland | slides | ||
| 2019 | Session | I Promise It’s Not Rocket Science: An Exploration of Launchpad | The goal of this program is to demystify the Evergreen community’s bug-reporting system, Launchpad. I’ll cover searching & filing bugs, best practices, tags and how to use them, and allow time for a Q & A / demo at the end. Participants are encouraged but not required to have an active Launchpad account. | Andrea Buntz Neiman | https://docs.google.com/presentation/d/1l8DW2dwH7ZzplFmmvVchsraL9My8iO8jHYEsN_jf1KQ/edit?usp=sharing | I Promise It’s Not Rocket Scie | The goal of this program is to | Andrea Buntz Neiman | slides | ||
| 2019 | Session | The Joy of Booking | Jane Sandberg | https://docs.google.com/presentation/d/1D1uMT0CPrqXs9DJiWfW7NO_WzK1Z-7ALWVQ5-OTzGmQ/edit?usp=sharing | https://docs.google.com/document/d/1MynMM5us_HPZYEjsC8R_11R2rDowqpzGwrE-nP6Ta7I/edit?usp=sharing | The Joy of Booking | Jane Sandberg | slides | recording | ||
| 2019 | Session | Labels, Labels, and More Labels | An introduction to spine and pocket labels. Information on Configuring, formatting, printing, and exporting Labels. Included will be a Question and answer section. | Lynn Floyd | https://evergreen-ils.org/wp-content/uploads/2019/04/labels.pptx | Labels, Labels, and More Label | An introduction to spine and p | Lynn Floyd | slides | ||
| 2019 | Session | Scrubaloging – Formatting and Fixing MARC Records | I know we’ve said it before but we’ll say it again. MARC records are wrong sometimes and we need tools to help. We have spent hundreds of hours looking over spreadsheets and code to determine the best way to apply the right leader byte 6/7 and 008 bits to fix the format of MARC records that have an identity crisis. We will show our approach from the cataloging committee meetings to the instituted code used to make the changes. Ultimately creating a more uniformed and deduplicated catalog! | Ron Eifert, Kate Coleman, Blake Graham Henderson | https://docs.google.com/presentation/d/1Hqmc7hQfluVajUcMBmJgBUY20tA7x0mJNi1I3v_hD2s/edit?usp=sharing | Scrubaloging – Formatting and | I know we’ve said it before bu | Ron Eifert, Kate Coleman, Blak | slides | ||
| 2019 | Session | Smoldering Embers – SPARK tries Webby! | Moving to Evergreen v3.1 gave SPARK libraries the opportunity to begin using Webby. Join us for a presentation and discussion of how the SPARK Consortium introduced Webby to its members and how they dealt with the fallout and after effects. | Lugene Shelly, SPARK System Services Administrator, PaILS | https://docs.google.com/presentation/d/1HETrAXnbqhtsW8ne1YN8C42raLTv05SkIhLrDNFekIw/edit#slide=id.gcb9a0b074_1_0 | Smoldering Embers – SPARK trie | Moving to Evergreen v3.1 gave | Lugene Shelly, SPARK System Se | slides | ||
| 2019 | Session | There is no XUL, only Webby: New feature highlight for 3.2 and 3.3 | An overview of all of the new features rolled out in Evergreen version 3.2 and 3.3. | Andrea Buntz Neiman and Bill Erickson | https://docs.google.com/presentation/d/1QcuUf_CUl20YS2lhky4oQikkXldKwI4gd0-ucY7emXE/edit?usp=sharing | There is no XUL, only Webby: N | An overview of all of the new | Andrea Buntz Neiman and Bill E | slides | ||
| 2019 | Session | To Buy or Not to Buy? Using Evergreen to Create Purchase Requests | The Scranton Public Library has been using patron requests for a few years to help facilitate patron driven acquisition requests without all the Excel spreadsheets. We’ll talk about how we set it up (spoiler alert: EDI ordering is involved) and how we do it now. We’ll also showcase the new and improved patron requests that are coming in 3.2. | Christina Thomas and Sylvia Orner | https://evergreen-ils.org/wp-content/uploads/2019/04/To-Buy-or-Not-To-Buy_.pdf | To Buy or Not to Buy? Using Ev | The Scranton Public Library ha | Christina Thomas and Sylvia Or | slides | ||
| 2019 | Session | The Usual Suspects (Deduplication) | Join me to chat about deduplication methods in Evergreen. We will talk about migration dedupes, special projects and for regular maintenance as well as how they change when we look at them in consortia versus single library environments. We will start with a brief overview of how merging records works in Evergreen. While we will talk about cataloging and technical issues in Evergreen it’s also critical to address how to manage the project and set expectations for best results. From there we will take a high level look at defining the scope of a project and the goals of creating targeted sets of records. Finally, we will look at within MARC data how to distinguish between what records should be merged despite records not being identical and how to mitigate the inherent dangers of any deduplication project. | Rogan Hamby | https://docs.google.com/presentation/d/1j-KJcuyJh1k8wvrvTbG3be0BXuoUnuKZN50nsG4upfc/edit#slide=id.g58209d34b5_0_69 | The Usual Suspects (Deduplicat | Join me to chat about deduplic | Rogan Hamby | slides | ||
| 2019 | Session | Writing Angular for Evergreen | Evergreen 3.2.0 saw the advent of the Angular framework for parts of the web staff interface. Over the next few years, there are a number of legacy interfaces that need to be ported to Angular — and of course, new features to write.To help level up our developer community’s familiarity with Angular, Galen Charlton will lead a workshop on the basics of TypeScript, Angular, and Evergreen’s new Angular components. The workshop will include presentations on the fundamentals, followed by exercises to add and enhance Angular interfaces in the web staff client.By the end of the workshop, participants will have learned more about Angular and how it is used in Evergreen and have started or completed work on making a change to one of Evergreen’s Angular interfaces.Participants should be familiar with JavaScript and how to make patches to Evergreen, and should be prepared to bring a laptop with an Evergreen development environment on it. | Galen Charlton | https://evergreen-ils.org/wp-content/uploads/2019/04/Writing-Angular-for-Evergreen-Galen-Charlton.pdf | Writing Angular for Evergreen | Evergreen 3.2.0 saw the advent | Galen Charlton | slides | ||
| 2019 | Session | Development Update | Galen Charlton, et al | https://evergreen-ils.org/wp-content/uploads/2019/04/Evergreen-Conference-2019-Development-Update.pdf | Development Update | Galen Charlton, et al | slides | ||||
| 2019 | Session | Future of Evergreen | Terran McCanna, Jane Sandberg, Jason Boyer, Jennifer Weston, and Tiffany Little | https://docs.google.com/presentation/d/1hqKWWx8f6_rY7isNd1FdBmImqBDg1z1N9fmM_s7u7VQ/edit?usp=sharing | https://docs.google.com/document/d/1aZCJPLE3rUoahJ3ZmFNIF_UtPaI-i1Eo9FcZ-jn9gSA/edit?usp=sharing | Future of Evergreen | Terran McCanna, Jane Sandberg, | slides | recording | ||
| 2019 | Lightning | Lightning Talk: Bite-Sized Bugs Working Group | Terran McCanna | https://docs.google.com/presentation/d/1pykcgOu3oywHBGueevyOzf1fKAgbcCvVbKIm5WlmvkY/edit?usp=sharing | Lightning Talk: Bite-Sized Bug | Terran McCanna | slides | ||||
| 2019 | Lightning | Lightning Talk: Displaying the Projected Publication Date | Elizabeth Thomsen | http://bit.ly/PDOP2019 | Lightning Talk: Displaying the | Elizabeth Thomsen | slides | ||||
| 2019 | Lightning | Lightning Talk: Tracking Evergreen’s History | Galen Charlton | https://evergreen-ils.org/wp-content/uploads/2019/04/Tracking-Evergreens-History-Galen-Charlton.pdf | https://bit.ly/evghistory | Lightning Talk: Tracking Everg | Galen Charlton | slides | recording | ||
| 2019 | Session | Show Me the Money!! Make Evergreen Billing Work for Your Library | What’s the real difference between Void and Forgive? How can I get a custom report for my cash drawer? If you have questions about Evergreen billing, this pre-conference is for you. We will discuss best practices for using billing at the circulation desk, as well as how to create reports for financial transactions. | Erica Rohlfs, Angela Kilsdonk, Implementation Project Manager, Equinox Open Library Initiative; Product and Education Manager, Equinox Open Library Initiative | Show Me the Money!! Make Everg | What’s the real difference bet | Erica Rohlfs, Angela Kilsdonk, | ||||
| 2019 | Keynote | Ather Sharif, PhD Student at the University of Washington, Software Engineer at Comcast, and Founder and Researcher at EvoXLabs | Ather Sharif, PhD Student at t | ||||||||
| 2019 | Session | Evergreen Developer Training Wheels | Have you ever wanted to add a new feature to Evergreen, but weren’t sure where to start? Do you have ideas about optimizing a simple workflow to precisely target a local need? This talk will introduce the building blocks which form the foundation of a web client feature, allowing you to quickly get the client to do something novel (and maybe even useful!). A first step into a larger world. | Daniel Wells, Head of Technology Services, Calvin College | Evergreen Developer Training W | Have you ever wanted to add a | Daniel Wells, Head of Technolo | ||||
| 2019 | Session | Tags and Alerts and Notes, Oh My! | The past few releases of Evergreen have gained new functionality for managing “extra” item level information. This session will discuss the differences between item notes, item alerts, and item tags. It will also cover how to configure and use item tags and item alerts in your catalog. | Angela Kilsdonk, Product and Training Manager, Equinox Open Library Initiative | Tags and Alerts and Notes, Oh | The past few releases of Everg | Angela Kilsdonk, Product and T | ||||
| 2019 | Session | Batches, Buckets and Bookbags | Overview of the different ways to work with batches of items and bibs in Evergreen, including item status, copy and record buckets, My Lists/Bookbags, with lots of examples and cool tips and tricks. | Elizabeth B. Thomsen, Member Services Manager, NOBLE | Batches, Buckets and Bookbags | Overview of the different ways | Elizabeth B. Thomsen, Member S | ||||
| 2019 | Session | Demystifying Holds Features within Evergreen | During this session, we’ll move the discussion beyond the topic of First In First Out hold capturing. We’ll take a closer look at hard boundaries, hold policies, proximities, opportunistic captures, stalling, hold weights, and holds related library settings. | Erica Rohlfs, Implementation Project Manager, Equinox Open Library Initiative | Demystifying Holds Features wi | During this session, we’ll mov | Erica Rohlfs, Implementation P | ||||
| 2019 | Session | Circulation Interest Group | Diane Disbro, Circulation Coordinator, Scenic Regional Library | Circulation Interest Group | Diane Disbro, Circulation Coor | ||||||
| 2019 | Session | Serials Interest Group | Erica Rohlfs, Equinox Open Library Initiative | Serials Interest Group | Erica Rohlfs, Equinox Open Lib | ||||||
| 2019 | Session | Documentation Interest Group | Jane Sandberg, Linn-Benton Community College | Documentation Interest Group | Jane Sandberg, Linn-Benton Com | ||||||
| 2019 | Session | The Joy of Booking : Getting Acquainted with the Booking Module | The booking module is a versatile part of Evergreen: it can be used to reserve rooms, to handle tech equipment and laptop checkout, and to make sure that a certain DVD is available when a faculty member wants to show it in their class. At the same time, it’s not widely used and is mysterious to a lot of Evergreen users. Bring your laptop or tablet to this session for some hands-on learning about the booking module and how you can use it in your library. | Jane Sandberg, Electronic Resources Librarian, Linn-Benton Community College | The Joy of Booking : Getting A | The booking module is a versat | Jane Sandberg, Electronic Reso | ||||
| 2019 | Session | Making the Most of Evergreen Reports | Evergreen’s built-in report-creating feature is powerful, extensible, and allows for very fine-grained and targeted data retrieval. This extended session covers the design of the reports interface and how you can select and join together the best sources you can for your libraries’ reporting needs. We’ll peek under the hood some so you’ll understand better how Evergreen reports work from the database up. Includes practical real-life examples gleaned from years of supporting and troubleshooting PINES reports. Updated for the web client. | Chris Sharp, PINES System Administrator, Georgia Public Library Service | Making the Most of Evergreen R | Evergreen’s built-in report-cr | Chris Sharp, PINES System Admi | ||||
| 2019 | Session | Sharing Resources between Unaffiliated Libraries – Giving Patrons What They Want | Pocono Mountain and Eastern Monroe are two neighboring and unaffiliated public libraries in Monroe County, Pennsylvania. Both libraries switched to the Spark/Evergreen PaILS in late 2016 and began sharing resources soon thereafter. It’s working! This session will cover areas that need to be considered in resource sharing such as transit of items, harmonizing (some) circulation policies, protecting new materials, and informing and educating patrons about the additional resources. | Susan Lyons, Ann Shincovich, Library Director, Eastern Monroe Public Library; Library Director, Pocono Mountain Public Library | Sharing Resources between Unaf | Pocono Mountain and Eastern Mo | Susan Lyons, Ann Shincovich, L | ||||
| 2019 | Session | User Groups: panel and roundtable discussion | While Pennsylvania’s Evergreen consortium has had a user group for a number of years, it recently re-chartered itself and has found new purpose in handling user requests and planning the annual user group meeting. Panelists will discuss their experiences with user groups and then open discussion about user groups in various types of consortia and systems. Attendees will be engaged in conversation at their tables and have a chance to report back out to the group. | Katie Greenleaf Martin, Heather Lindskold, Rebekah Garrety, Christina Thomas County Coordinator, Blair County Library System; , Administrative Assistant, Altoona Area Public Library; Digital Services Librarian, York County Libraries; Circulation Manager, Albright Memorial Library | User Groups: panel and roundta | While Pennsylvania’s Evergreen | Katie Greenleaf Martin, Heathe | ||||
| 2019 | Session | Acquisitions Interest Group | Tiffany Little, PINES Services Specialist, Acquisitions, Georgia Public Library Service | Acquisitions Interest Group | Tiffany Little, PINES Services | ||||||
| 2019 | Session | Systems Administrators Interest Group | Chris Sharp, PINES System Administrator, Georgia Public Library Service | Systems Administrators Interes | Chris Sharp, PINES System Admi | ||||||
| 2019 | Session | Future of Evergreen Brainstorming Session | Jason Boyer, Terran McCanna, Jane Sandberg Evergreen Indiana, , PINES,, Linn-Benton Community College | Future of Evergreen Brainstorm | Jason Boyer, Terran McCanna, J | ||||||
| 2020 | Keynote | Nothing About Us Without Us: Achieving Equal Access for All | John Rempel | https://evergreen-ils.org/wp-content/uploads/2020/06/2020.06.09-EG2010-Opening-Remarks-and-Welcome-edit.pdf | https://www.youtube.com/watch?v=0ui_fR_fiPo&feature=youtu.be&t=896 | Nothing About Us Without Us: A | John Rempel | slides | recording | ||
| 2020 | Session | Consortium Leaders Roundtable | Consortium Leaders Roundtable | Elizabeth McKinney | Consortium Leaders Roundtable | Consortium Leaders Roundtable | Elizabeth McKinney | ||||
| 2020 | Session | Evergreen Self-Check Round Table | This will be a brainstorming session to discuss requirements and desired features for an overhauled Evergreen self-check interface. The results of this session will be utilized in creating a requirements document. | Bill Erickson, Terran McCanna | https://evergreen-ils.org/wp-content/uploads/2020/06/Wed-Track-1-Self-Check-.pdf | https://www.youtube.com/watch?v=6ovI40eW6Us | Evergreen Self-Check Round Tab | This will be a brainstorming s | Bill Erickson, Terran McCanna | slides | recording |
| 2020 | Session | Student Success Working Group | Agenda for open discussion about Evergreen in academic settings | Jane Sandberg | Student Success Working Group | Agenda for open discussion abo | Jane Sandberg | ||||
| 2020 | Session | SysAdmin Interest Group | A discussion group for Evergreen System Administrators to share ideas and best practices for technical administration of Evergreen. | Chris SharpChris Sharp | SysAdmin Interest Group | A discussion group for Evergre | Chris SharpChris Sharp | ||||
| 2020 | Session | Angular Client Ingredients | Angular interfaces are composed of a common set of components, services, and related tools and utilities. For this session, I will review the most commonly used components, discussing ways in which each may be used, and demonstrate examples of each. | Bill Erickson | Angular Client Ingredients | Angular interfaces are compose | Bill Erickson | ||||
| 2020 | Session | Antora! Antora! Antora! – An Evergreen Documentation Bombshell | Heard whispers? Antora? Antora is coming? Ever thought: what’s that? It’s a secret and only those brave enough to come to this session will be in the know. You’ll just have to come and find out! | Blake Graham-Henderson | https://slides.mobiusconsortium.org/blake/antora/#/ | https://www.youtube.com/watch?v=5QOqYw9SXDw&list=PLsktT5b82paWzb6R_C_0pJ4pf_eo9xOGJ&index=4 | Antora! Antora! Antora! – An E | Heard whispers? Antora? Antora | Blake Graham-Henderson | slides | recording |
| 2020 | Session | AsciiDoc: Let’s Get Started | Beginning introduction to AsciiDoc, including basic formatting, best practices, and how to contribute to DIG. | Lynn Floyd | AsciiDoc: Let’s Get Started | Beginning introduction to Asci | Lynn Floyd | ||||
| 2020 | Session | Batch Creation of Student Cards | PINES will discuss the process of developing a batch student account creation process and the results of the pilot project. | Terran McCanna, Chris Sharp, Tiffany Little | Batch Creation of Student Card | PINES will discuss the process | Terran McCanna, Chris Sharp, T | ||||
| 2020 | Session | Batches, Baskets, Buckets and Bookbags | Overview of the different ways to work with batches of items and bibs in Evergreen, including item status, copy and record buckets, My Lists/Bookbags, for with lots of examples and tips and tricks. | Elizabeth Thomsen | Batches, Baskets, Buckets and | Overview of the different ways | Elizabeth Thomsen | ||||
| 2020 | Session | But Wait! There’s More: New Feature Highlight for 3.4 and 3.5 | We’ll be giving a brief overview of several new features that the community has added for the 3.4 and 3.5 releases. From 3.4 this will include Carousels, Booking, Server print templates, Remote patron authentication, and parts of Angular Acquisitions. We will also include a to-be-determined selection of features from 3.5. | Andrea Buntz Neiman, Ruth Frasur | But Wait! There’s More: New Fe | We’ll be giving a brief overvi | Andrea Buntz Neiman, Ruth Fras | ||||
| 2020 | Session | Herding (Bibliographic) Cats: A Mass Cleanup of Fixed Field Data | PAILS had a challenge common to many large consortia – they had grown quickly and brought into their shared catalog a lot of records from varying sources with varying practices. One of the primary tools for controlling the proliferation of records was deduplications. However, records with incorrectly filled out fixed fields data limited the effectiveness of deduplication and compromised the effectiveness of search by material types. There is no such thing as an unaddressable problem though. Join us to learn how we tackled this one. | Rogan Hamby, Sylvia Orner, Katie Greenleaf Martin | Herding (Bibliographic) Cats: | PAILS had a challenge common t | Rogan Hamby, Sylvia Orner, Kat | ||||
| 2020 | Session | How to write requirements, or, You can’t always get what you want, but you can get close | So you want to commission development – that’s great! But how do you make sure you can communicate what you want, without tying the hands of the developers you hire? Possible pitfalls can be had when requirements are overly specific and/or too narrowly focused, make incorrect technical assumptions, or contain conflicting elements. I’ll talk about some best practices for gathering and writing requirements to make sure you get the functionality you’re seeking with your dev project. | Andrea Buntz Neiman | How to write requirements, or, | So you want to commission deve | Andrea Buntz Neiman | ||||
| 2020 | Session | If This Then That: Action Triggers Are More Than Just Notices | This program explores the capabilities of Evergreen’s Action Triggers. We’ll look at all the components that make Action Triggers work, where they live in the database and ways to customize existing triggers and add new ones. We’ll start with a simple customization to a basic notification trigger, and look at all the components that come into play to create the resulting notice. We’ll also cover the variety of other tasks Action Triggers perform in Evergreen. Finally, we’ll look at tips for adding new triggers, testing, and monitoring them, and explore some creative uses for Action Triggers in Evergreen. | Michele Morgan | If This Then That: Action Trig | This program explores the capa | Michele Morgan | ||||
| 2020 | Session | Making Perl Work for You in Evergreen | Many Evergreen services, including most of the ones that implement business logic, are written in Perl. During this workshop we cover how to write Perl code to invoke Evergreen services and to implement new services. Specific topics will include: Basics of getting started with Evergreen’s Perl code, Structure of OpenSRF Perl applications, Writing Evergreen Perl client code, including the FulfILLment client shim, CronScript.pm, Fieldmapper, Logging and debugging. By the end of the workshop, attendees will know how to use their Perl skills to write code that interacts with and enhances Evergreen. | Galen Charlton, Mike Rylander | Making Perl Work for You in Ev | Many Evergreen services, inclu | Galen Charlton, Mike Rylander | ||||
| 2020 | Session | Making it Rain : How To Talk About Open Source Value | Join us for a group brainstorm about ways to translate the value of open source into terms that funding agencies, boards, and anyone who cares about budgets can understand. We encourage attendees to bring their ideas and metrics to share, and we will incorporate a few of our own. | Lynn Floyd, Meg Stroup, Andrea Buntz Neiman, Rogan Hamby | https://evergreen-ils.org/wp-content/uploads/2020/06/Wed-Track-1-Make-It-Rain.pdf | https://www.youtube.com/watch?v=LP1_PKol8ac | Making it Rain : How To Talk A | Join us for a group brainstorm | Lynn Floyd, Meg Stroup, Andrea | slides | recording |
| 2020 | Session | Making the Most of Your MARC Record in Evergreen | The MARC21 standard specifies many rules for things like valid indicator and fixed field values. Evergreen doesn’t pay attention to ALL of the rules… but when it does, it’s important to know how and why. This presentation will provide an overview of how indicators, fixed fields, and controlled-vocabulary fields in MARC records drive functionality and display, including: record attributes, content from added content vendors, located URIs, indexing, and more! By the end of the presentation, attendees will know how to make the most of their MARC records in Evergreen by adjusting configuration options. Attendees will also learn where MARC data cleanup projects can have particularly high impact for system functionality. | Galen Charlton | Making the Most of Your MARC R | The MARC21 standard specifies | Galen Charlton | ||||
| 2020 | Session | OPAC Usability Study Results | The group will present the results of a usability study performed by students at Mercer University. | Terran McCanna, Elaine Hardy, Tiffany Little | OPAC Usability Study Results | The group will present the res | Terran McCanna, Elaine Hardy, | ||||
| 2020 | Session | Open Sesame: Creating Stricter Evergreen Login Requirements for Staff and Patrons | In this session, Bibliomation staff will discuss the process of moving from shared staff logins to individual staff logins, and requiring stronger passwords for staff and patrons. Jessica will discuss the technical aspects of the process, such as re-examining staff permission groups, figuring out what to do with the shared logins after the new ones were created, altering the patron registration form to generate longer default passwords, and altering the login page on the OPAC so patrons can set their own password. Amy will discuss the process of testing, and later coordinating with libraries to answer questions, allay fears, and make sure all accounts were set up with the proper permissions. Carol will discuss the set up of library staff accounts. | Jessica Woolford, Amy Terlaga, Carol Yarrison | Open Sesame: Creating Stricter | In this session, Bibliomation | Jessica Woolford, Amy Terlaga, | ||||
| 2020 | Session | Reports That Will Help Your Patrons Now | Using unfilled holds reports, cancelled holds reports and other similiar reports to improve collection development and speed up hold satisfaction for patrons. | J. Sara Paulk, Angela Simmons Jones, Dixie Henning | Reports That Will Help Your Pa | Using unfilled holds reports, | J. Sara Paulk, Angela Simmons | ||||
| 2020 | Session | Understanding Evergreen Reports | A walk-through of the Evergreen Reports module and how it relates to the underlying database. | Chris Sharp | Understanding Evergreen Report | A walk-through of the Evergree | Chris Sharp | ||||
| 2020 | Session | Working with MARC Records in Perl | Join us for an abbreviated beginner’s boot camp in working with MARC records in Perl both on the command line and in PLPERL within the Evergreen database. During this time we will look at some common tasks that are useful to do in perl such as adding, removing and manipulating tags as well as fixed field values. The ideal participant knows a little bit of Perl or another programming language. | Rogan Hamby | Working with MARC Records in P | Join us for an abbreviated beg | Rogan Hamby | ||||
| 2020 | Session | Developer Updates | An update from the Evergreen Community Developers | Galen Charlton et al | Developer Updates | An update from the Evergreen C | Galen Charlton et al | ||||
| 2021 | Preconference | Anonymous in the Forest: Personally-Identifying Information in Evergreen | Join me for a review of and what and where personally identifying information about patrons themselves and their transactions are stored in Evergreen and what your options are for anonymizing them. After the review, we will have a question and answer session with group discussion. | Rogan Hamby, Project and Data Analyst, Equinox Open Library Initiative | https://evergreen-ils.org/wp-content/uploads/2021/06/Anonymous-in-the-Forest.pdf | https://youtu.be/1xZcHOlcCv4 | Anonymous in the Forest: Perso | Join me for a review of and wh | Rogan Hamby, Project and Data | slides | recording |
| 2021 | Preconference | Hungry Hungry Space Hippos: A Journey Further Into the Ever-Expanding Universe of How Holds Work in Evergreen | This session will answer the ever elusive question: How do holds work in Evergreen? In this session we will take a deep dive into the mechanics of hold fulfillment in Evergreen: targeting and opportunistic capture. We will also examine hold configuration options that libraries can use to fine-tune how holds work at their library, including Best Hold Selection Sort Order, Org Unit Proximity Adjustments, and the many Library Settings related to holds. Join us to learn the answers to questions such as: What is the hold-copy map/potentials list? Is the hold queue position a lie? How can my library adjust hold fulfillment order? How can I optimize holds configuration for my library or consortium? And more! *This session builds upon the 2011 Evergreen Conference presentation “A Clockwork Hippo: How holds work in Evergreen”. | Andrea Buntz Neiman, Mike Rylander, Angela Kilsdonk, Project Manager for Software Development, Equinox Open Library Initiative; Research and Development Manager, Equinox Open Library Initiative; Product and Education Manager, Equinox Open Library Initiative | https://docs.google.com/presentation/d/1iTDaNItUgD33ew57tPTipHEqwI7utxBy-6-jvBoORdE/edit?usp=sharing | https://youtu.be/MS0ceUm7New | Hungry Hungry Space Hippos: A | This session will answer the e | Andrea Buntz Neiman, Mike Ryla | slides | recording |
| 2021 | Preconference | AsciiDoc and Antora | Let’s set up an Antora Server and bring in the docs. This is a step by step guide to setting up an Antora Server and writing in AsciiDoc. | Blake Graham-Henderson, MOBIUS; Lynn Floyd, Evergreen Indiana | https://docs.evergreen-ils.org/eg/docs/latest/shared/how_to_contribute_docs.html | https://youtu.be/0KcfFiqCtP4 | AsciiDoc and Antora | Let’s set up an Antora Server | Blake Graham-Henderson, MOBIUS | slides | recording |
| 2021 | Preconference | Making the Most of Evergreen Reports | Evergreen’s built-in report-creating feature is powerful, extensible, and allows for very fine-grained and targeted data retrieval. This extended session covers the design of the reports interface and how you can select and join together the best sources you can for your libraries’ reporting needs. We’ll peek under the hood some so you’ll understand better how Evergreen reports work from the database up. Includes practical real-life examples gleaned from years of supporting and troubleshooting PINES reports. | Chris Sharp, PINES System Administrator, Georgia Public Library Service | https://docs.google.com/document/d/1H99XyxWe7fX_poXEChXTnAqT2Au4LnEC7_ipyCf3IqQ/edit?usp=sharing | https://youtu.be/Ej9C-erZWmg | Making the Most of Evergreen R | Evergreen’s built-in report-cr | Chris Sharp, PINES System Admi | slides | recording |
| 2021 | Keynote | Welcome and Keynote Address | https://evergreen-ils.org/wp-content/uploads/2021/05/Yoose-Keynote-evglis21.pptx | https://youtu.be/BZzdL1OgxTY | Welcome and Keynote Address | slides | recording | ||||
| 2021 | Session | Connecting Evergreen to External Services | Join us to review some of the most common ways to connect Evergreen to external applications such as extracts, SIP2, Atom feeds, and more. This presentation is for local library staff who may not be familiar with the technical aspects of the Evergreen server but need to communicate with help desks and vendors. | Rogan Hamby, Project and Data Analyst, Equinox Open Library Initiative | http://nox.esilibrary.com/~rhamby/Connecting%20Evergreen%20to%20External%20Services.pdf | https://youtu.be/sPG5TYnjzec | Connecting Evergreen to Extern | Join us to review some of the | Rogan Hamby, Project and Data | slides | recording |
| 2021 | Session | Building Our Collage: How Evergreen’s Documentation Works | More than 100 people have contributed to Evergreen’s documentation over the years — it’s a collaborative collage masterpiece! But how do all these efforts coalesce into a manual that the whole Evergreen community can use? This session will walk through the entire process that documentation takes: from an idea to an official part of the Evergreen manual. We’ll come together to contribute to various parts of this process, culminating in live editing of the documentation. | Presenter: Jane Sandberg, Electronic Resources Librarian, Linn-Benton Community College | https://docs.google.com/presentation/d/e/2PACX-1vTylb3kHjb3igjj9zTWk-FsJ9_vT0SGtCAlk-IsrOk1Noo9ASW3IE-OJSIhuQxrSuogpJczb9OJL6hi/pub?start=false&loop=false | https://youtu.be/uY98g4OCny4 | Building Our Collage: How Ever | More than 100 people have cont | Presenter: Jane Sandberg, Elec | slides | recording |
| 2021 | Session | Picture Perfect: Icons in Evergreen | Did you ever wonder why a bib record has an unexpected icon? Where did that come from and how do you change it? Join us as we look at the Search and Icon Formats currently used across the Evergreen community to explore how they are defined and how to update a bib record to affect changes. We’ll also discuss how icons can be customized and provide examples of custom icons that some libraries are already using. Administrative functions within the staff interface, including differences between Evergreen versions, will be discussed. Supplemental documentation and handouts appropriate for framing will be provided! | Jennifer Weston, Kate Coleman, Product and Education Specialist, Equinox Open Library Initiative; Technical Services Manager, Jefferson County Library, Missouri Evergreen Consortium | https://evergreen-ils.org/wp-content/uploads/2021/05/Picture-Perfect-Icons-in-Evergreen.pdf | https://youtu.be/-5A8EtZ-OvU | Picture Perfect: Icons in Ever | Did you ever wonder why a bib | Jennifer Weston, Kate Coleman, | slides | recording |
| 2021 | Session | System Administrator Interest Group | The Evergreen System Administration Interest Group has met regularly every conference and is intended for those interested in or working with server or local system administration related to Evergreen, Linux, and many other magical things. With our emphasis on small group discussions, everyone is welcome to come participate, ask questions, and share their cool approaches to solving problems. | Chris Sharp, PINES System Administrator | System Administrator Interest | The Evergreen System Administr | Chris Sharp, PINES System Admi | ||||
| 2021 | Lightning | Lightning Talks | https://youtu.be/oR26U2A33pg | Lightning Talks | recording | ||||||
| 2021 | Session | It’s a Feature, Not a Bug: New Feature Highlights for 3.6 and 3.7 | The Ruth & Andrea show is back for another year! Join us as we delve into the featurey goodness from the 3.6 and 3.7 releases. Come hear about what’s been added, amended, and Angularized in the Evergreen ILS. We won’t get to talk about everything, but we will hit the highlights from both releases. | Andrea Buntz Neiman, Ruth Frasur, Project Manager for Software Development, Equinox Open Library Initiative; Evergreen Development and Support Administrator, Indiana State Library | https://docs.google.com/presentation/d/1uLRu3yyDDmPUixUtLbt4lv677hpOywtGt0R8hchi_h0/edit?usp=sharing | https://youtu.be/SNQ-48NJ0-A | It’s a Feature, Not a Bug: New | The Ruth & Andrea show is back | Andrea Buntz Neiman, Ruth Fras | slides | recording |
| 2021 | Session | Resource Sharing Using Geolocation in North Carolina | In this presentation we’ll talk about the unique challenges that North Carolina’s geography creates for state-wide resource sharing and how geolocation services, such as the Bing Maps API, could be used to increase the efficiency of the hold targeter for inter-library holds in our consortium. | Llewellyn Marshall, N.C. Cardinal Administrator & Developer, State Library of North Carolina | https://docs.google.com/presentation/d/1ObxFDQS-aV1Mf-_f7iLo9GhgKQmSDByF156nmOKHHc4/edit?usp=sharing | https://youtu.be/ESuOQgcg1jM | Resource Sharing Using Geoloca | In this presentation we’ll tal | Llewellyn Marshall, N.C. Cardi | slides | recording |
| 2021 | Session | Serials Interest Group | Serials Interest Group discussion open to anyone currently using the Evergreen Serials module or anyone interested in learning more about it. | Erica Rohlfs, Senior Implementation Project Manager, Equinox Open Library Initiative | Serials Interest Group | Serials Interest Group discuss | Erica Rohlfs, Senior Implement | ||||
| 2021 | Session | From Pandemics to Power Outages: How Evergreen Can Help Libraries Handle Closings with Grace | Presenters will discuss how SPARK/PaILS libraries used various Evergreen features to manage a variety of length of closings and partial re-openings, with emphasis on how libraries can prepare for and react to future closings. | Katie Greenleaf Martin, Jennifer Bruch, District Consultant, Altoona District Libraries; Heather Lindskold, Administrative Assistant, Altoona Area Public Libary; ILS Application Specialist, Pennsylvania Integrated Library System | https://evergreen-ils.org/wp-content/uploads/2021/05/From-Pandemics-to-Power-Outages.pdf | https://youtu.be/PSNNNhMi_ZY | From Pandemics to Power Outage | Presenters will discuss how SP | Katie Greenleaf Martin, Jennif | slides | recording |
| 2021 | Session | Localization Is So Much More Than Just Translation | The presentation will focus on Evergreen as an ILS which can be localized and therefore used internationally in various language settings. We will describe steps one needs to take to translate Evergreen to another language and mention some of the challenges the translator may need to deal with. Some of the other localization tasks will also be introduced. These tasks are often rather complex and include configuring and enriching Evergreen so that it fits well into the geographic and situational environment in which it is used. The presentation will be based on our experience with translating Evergreen to Czech and using it in the Czech library landscape. This landscape differs from the one in Evergreen’s home United States not only in terms of language but also in terms of the range of UTF-8 characters used, currency, library staff expectations when it comes to cataloging interface or handling authority records, statistical data required by authorities or national projects in which libraries are usually involved, to name just the most significant differences. | Eva Cerninakova, Head of Jabok Library and Linda Jansova, Vice-President of Osvobozena knihovna, z. s. | https://tinyurl.com/evergreentranslation | https://youtu.be/hqmWpFEXL48 | Localization Is So Much More T | The presentation will focus on | Eva Cerninakova, Head of Jabok | slides | recording |
| 2021 | Session | Welcome to Evergreen! | New to the Evergreen Community? Join us for an introduction to how the Evergreen community works together to learn from each other and to continuously improve the software and documentation through The Evergreen Project governing board, interest groups, community activities like Bug Squashing Week, and coordinated development activities. | Terran McCanna, Ruth Frasur, Jason Boyer, PINES Program Manager, Georgia Public Library Service; Evergreen Development and Support Administrator, Indiana State Library; Senior System Administrator, Equinox Open Library Initiative | https://evergreen-ils.org/wp-content/uploads/2021/06/Welcome-to-Evergreen.pdf | https://youtu.be/kOQiLQuo4XA | Welcome to Evergreen! | New to the Evergreen Community | Terran McCanna, Ruth Frasur, J | slides | recording |
| 2021 | Session | Student Success Interest Group | Open discussion on everything related to academic libraries | Elizabeth Thomsen, Member Services Manager, NOBLE: North of Boston Library Exchange | Student Success Interest Group | Open discussion on everything | Elizabeth Thomsen, Member Serv | ||||
| 2021 | Session | Train up Catalogers in the Way They Should Go — Rethinking Permissions, Education, and Certification | Pennsylvania’s Evergreen Consortium recently completed a lengthy project of restructuring our cataloging permissions. During the process, we also developed cataloger training courses, and created a rudimentary certification system. In this session, we will share the lessons we learned along the way, and offer suggestions for other consortiums that may be considering large-scale changes. | Jonathan Moore, Cataloger, Wyomissing Public Library | https://evergreen-ils.org/wp-content/uploads/2021/05/trainupcatalogers.pptx | https://youtu.be/7-UWfm9CRpY | Train up Catalogers in the Way | Pennsylvania’s Evergreen Conso | Jonathan Moore, Cataloger, Wyo | slides | recording |
| 2021 | Session | Curbside and Other Delivery and Outreach Ideas | The curbside module will be demonstrated and there will be discussion of other delivery and outreach ideas. What creative ideas has your library tried for continuing to serve patrons in the last year? | Jennifer Bruch, Dawn Dale, Jennifer.Bruch@sparkpa.org, ILS Application Specialist, Pennsylvania Integrated Library System ddale@georgialibraries.org, PINES Services Specialist – Circulation, Georgia Public Library Service | https://youtu.be/F0ea411BEoI | Curbside and Other Delivery an | The curbside module will be de | Jennifer Bruch, Dawn Dale, Jen | Slides-SPARKSlides-PINESSlides-Patron View | recording | |
| 2021 | Session | Grow Your Own Evergreen! Exploring, Hacking, and Testing On Your Very Own Test System | There are some excellent tools for automating the installation of Evergreen that have been developed by members of the Evergreen community. There are also many options for creating virtual machines that can run locally on your workstation. With a little experience and determination, you can soon have a running Evergreen system on which you can explore features, test and sign off on Launchpad bugs and develop your own enhancements and bug fixes. | Michele Morgan, Technical Support Analyst, NOBLE | https://evergreen-ils.org/wp-content/uploads/2021/06/Grow_Your_Own_Evergreen.pdf | https://youtu.be/Xla4BRa8SPc | Grow Your Own Evergreen! Explo | There are some excellent tools | Michele Morgan, Technical Supp | slides | recording |
| 2021 | Lightning | Lightning Talks | https://youtu.be/VjoPV4CvQac | Lightning Talks | recording | ||||||
| 2021 | Session | Documentation Interest Group | https://docs.google.com/presentation/d/1ywVimVnbbu8_5ElBYZtmwJ4LxlandKm5l_gXpQQlAFc/edit?usp=sharing | Documentation Interest Group | slides | ||||||
| 2021 | Session | Ask Not What Evergreen Can Do For You | A panel discussion of the wranglers of the Outreach, Cataloging, New Dev, Reports, Student Success and Acquisition interest groups discussing how people can become involved in the community and groups. | Rogan Hamby, Jennifer Weston, Terran McCanna, Jessica Woolford, Tiffany Little, Elizabeth Thomsen (Outreach), (Cataloging), (New Developers), (Reports), (Student Success), (Acquisitions) | https://evergreen-ils.org/wp-content/uploads/2021/05/Ask-Not-What-Evergreen-Can-Do-For-You.pdf | https://youtu.be/BCZ2y6lJAdo | Ask Not What Evergreen Can Do | A panel discussion of the wran | Rogan Hamby, Jennifer Weston, | slides | recording |
| 2021 | Session | Consortium Leaders’ Interest Group | Round table opportunity for consortia leaders to get together and talk about issues we all may face. | Benjamin Murphy, NC Cardinal Program Manager | Consortium Leaders’ Interest G | Round table opportunity for co | Benjamin Murphy, NC Cardinal P | ||||
| 2021 | Session | Cataloging Interest Group | Annual Cataloging Interest Group meeting to review the past year, highlight recent Evergreen developments, and plan projects for the upcoming year with time for general discussion. The meeting is open to anyone interested in Cataloging topics. | J. Elaine Hardy, Jennifer Weston, PINES and Collaborative Projects Manager; Product and Education Specialist, Equinox Open Library Initiative | https://evergreen-ils.org/wp-content/uploads/2021/05/Cataloging-Interest-Group-notes.pdf | Cataloging Interest Group | Annual Cataloging Interest Gro | J. Elaine Hardy, Jennifer West | slides | ||
| 2021 | Session | Unpredictability is the New Predictability: Evergreen Serials Module Walkthrough | From creating a new Serial Item Template to receiving an issuance, this session will be a complete walkthrough of the Evergreen Serials Interface. This presentation will focus on one Serials workflow and adding a special issue. | Erica Rohlfs, Senior Implementation Project Manager, Equinox Open Library Initiative | https://evergreen-ils.org/wp-content/uploads/2021/06/EG-CON-2021_-Serials.pdf | https://youtu.be/aZIZOTwT9bU | Unpredictability is the New Pr | From creating a new Serial Ite | Erica Rohlfs, Senior Implement | slides | recording |
| 2021 | Session | The Angular Files: New Interfaces Around the Corner | Review of some new Angular interfaces in development, from patron interfaces and holds, to acquisitions and cataloging. My plan is for this to be a practical session, where I demo new interfaces and request input on some of the newer ones that I can fold back into the development process. | Bill Erickson, King County Library System | The Angular Files: New Interfa | Review of some new Angular int | Bill Erickson, King County Lib | ||||
| 2021 | Session | Acquisitions Interest Group | Open discussion on topics related to Acquisitions and introduction to the regular Acquisitions Interest Group meetings | Tiffany Little, Georgia Public Library Service | Acquisitions Interest Group | Open discussion on topics rela | Tiffany Little, Georgia Public | ||||
| 2021 | Session | The First Year | A discussion on the things I have learned the first year as a System Administrator. | Lynn Floyd, MIS Director, Indiana State Library, Evergreen Indiana | https://docs.google.com/presentation/d/1L4u4UoIFS_Sxzs-E-lOywzHZvXCmPxVWwdO1V-hWxUc/edit?usp=sharing | https://youtu.be/2pjp-MdrYNQ | The First Year | A discussion on the things I h | Lynn Floyd, MIS Director, Indi | slides | recording |
| 2021 | Session | Circulation Interest Group | Open discussion of anything circulation related. Problems, ideas, workflows, etc. | Dawn Dale, PINES Services Specialist – Circulation. Georgia Public Library Service | Circulation Interest Group | Open discussion of anything ci | Dawn Dale, PINES Services Spec | ||||
| 2021 | Session | Acquisitions Workflow Roundtable | Whether your library is using the acquisitions module or you are just curious about its functionality– this session is for you! Join us to learn how libraries of all sizes are using the acquisitions module to track selection and purchasing in Evergreen. This roundtable panel will discuss various workflows for ordering, receiving, and invoicing in Evergreen. We will also have time for Q&A– bring your questions! | Sarah Childs, Jennifer Pringle, Angela Kilsdonk, Technical Services Department Head, Hussey-Mayfield Memorial Public Library; , Co-op Support – Training Lead, BC Libraries Cooperative; Product and Training Manager, Equinox Open Library Initiative | https://youtu.be/NHqJ418UmCo | Acquisitions Workflow Roundtab | Whether your library is using | Sarah Childs, Jennifer Pringle | recording | ||
| 2021 | Session | STAFF_CHR: Standing Penalties and Group Penalty Thresholds | What exactly does STAFF_CHR mean, anyway? In this presentation, we’ll explore the Standing Penalties and Group Penalty Threshold modules. This presentation is meant to help circulation end users understand why they see some of the penalties that they see on patron accounts, and the different ways these penalties can affect those accounts. | Erica Rohlfs, Senior Implementation Project Manager, Equinox Open Library Initiative | https://evergreen-ils.org/wp-content/uploads/2021/06/EG-CON-2021_-Standing-Penalties.pdf | https://youtu.be/JjcRQPFtdRQ | STAFF_CHR: Standing Penalties | What exactly does STAFF_CHR me | Erica Rohlfs, Senior Implement | slides | recording |
| 2021 | Session | Intro to Launchpad | New to the Evergreen community and want to contribute? Launchpad is the central location for bug and wish list reporting and tracking. This session will familiarize you with the interface, the general standards we follow when reporting, tagging, and commenting, and how to interpret what different statuses mean. We’ll also talk about the Bug Squashing Weeks and Feedback Fests we hold each year so that you will be prepared to help test bug fixes and new features. | Terran McCanna, PINES Program Manager, Georgia Public Library Service | https://evergreen-ils.org/wp-content/uploads/2021/06/Intro-to-Launchpad-Notes.pdf | https://youtu.be/rhE3L7WSpIs | Intro to Launchpad | New to the Evergreen community | Terran McCanna, PINES Program | slides | recording |
| 2021 | Session | Catalogers Organizing Locally | The Cataloging Working Group is pleased to present a roundtable discussion about local Cataloging Committees organized within a public library consortium. Representatives from PINES, NC Cardinal, and C/W MARS will discuss the work of their local cataloging committees with a focus on structure, communication, best practices, training, and future goals. | J. Elaine Hardy, Jessica Philyaw, Janet Schrader, Jennifer Weston, PINES and Collaborative Projects Manager; , Assistant County Librarian and Technical Services Supervisor, Jackson County Public Library, NC; Bibliographic Services Supervisor, C/W MARS; Cataloging Working Group Facilitator | https://youtu.be/TO4yf8lW5rU | Catalogers Organizing Locally | The Cataloging Working Group i | J. Elaine Hardy, Jessica Phily | recording | ||
| 2021 | Session | Reports Interest Group | The Reports Interest Group will meet to discuss all things Evergreen reports! | Jessica Woolford, Evergreen Systems Manager, Bibliomation, Inc | Reports Interest Group | The Reports Interest Group wil | Jessica Woolford, Evergreen Sy | ||||
| 2021 | Session | Batches, Baskets, Buckets, Bookbags, and Carousels | Overview of the different ways to work with batches of items and bibs in Evergreen, including item status batches, item and record buckets, My Lists/Bookbags, and carousels with lots of examples and tips and tricks. | Elizabeth Thomsen, Member Services Manager, NOBLE: North of Boston Library Exchange | https://evergreen-ils.org/wp-content/uploads/2021/06/Batches-Baskets-Buckets-and-Booklists-2021.pdf | https://youtu.be/PxE0UtmKSmg | Batches, Baskets, Buckets, Boo | Overview of the different ways | Elizabeth Thomsen, Member Serv | slides | recording |
| 2021 | Session | Beyond the Stand Alone Bib | Join us for forty-five minutes guaranteed to be of no interest to non-catalogers as we explain some ideas related to bibs that may not be obvious such as parts, peers, transcendence, and how exactly do volumes fit in the picture? We will also touch on how Evergreen calculates attributes such as search formats, how located URIs work, and how do booking materials fit into things. This presentation is an introduction to the above concepts in cataloging for Evergreen end users. | Rogan Hamby, Jennifer Weston, Data and Project Analyst, Equinox Open Library Initiative; Product and Education Specialist, Equinox Open Library Initiative | https://evergreen-ils.org/wp-content/uploads/2021/05/Beyond-the-Stand-Alone-Bib.pdf | https://youtu.be/u_vWRhlu5DY | Beyond the Stand Alone Bib | Join us for forty-five minutes | Rogan Hamby, Jennifer Weston, | slides | recording |
| 2021 | Session | Implications of Earwyrms for Evergreen Metadata | Library metadata can be full of dragons if not carefully tended to. Letting the weeds grow can end in the rise of that most dangerous of Data Dragon, the dreaded Earwrym. During this presentation, Galen Charlton will demonstrate tools and techniques for identifying, measuring, and fixing problems with metadata in your Evergreen catalog. He will cover a wide range of data issues from incomplete records, bad fixed field values, and record duplication. Attendees will leave the session knowing about practical approaches that can be used right now to address data issues. Attendees will also be invited to start a conversation about the future of data maintenance in Evergreen. | Presenter: Galen Charlton, Implementation and IT Manager, Equinox Open Library Initiative | https://docs.google.com/presentation/d/1VFSWVAaIMZMenSx7jipQREwbRRFHcoB8oergMLdIxjQ/edit?usp=sharing | https://youtu.be/YWMSDzNNhQw | Implications of Earwyrms for E | Library metadata can be full o | Presenter: Galen Charlton, Imp | slides | recording |
| 2021 | Session | Let’s Take a Spin! Using Carousels in Your Library | See how Burlington Public Library implemented carousels and how patrons have responded. | Millissa Macomber, Rachel Gage, Technical Services Associate, Burlington Public Library; Cataloger/ILL Coordinator, Burlington Public Library | https://evergreen-ils.org/wp-content/uploads/2021/06/Let%E2%80%99s-Take-a-Spin20210526.pdf | https://youtu.be/dpTnPUlhvyk | Let’s Take a Spin! Using Carou | See how Burlington Public Libr | Millissa Macomber, Rachel Gage | slides | recording |
| 2021 | Session | Closing Remarks and Developers’ Update | https://docs.google.com/presentation/d/1pGxKYSy_X6Ft6284Lic9WVjHyM36Gh3XaNu855wWLaY/edit?usp=sharing | https://youtu.be/XDcfUXTxsNo | Closing Remarks and Developers | slides | recording | ||||
| 2022 | Preconference | SQL for Librarians | In the fourth installment of SQL for Librarians instead of starting with a basic tutorial on SQL we will instead jump straight into the thick of it. I will be soliciting questions and problems in advance from attendees. We will then work through them procedurally to address core questions of data in the Evergreen and maybe learn a few fun tricks along the way. | Presenter: Rogan Hamby, Project and Data Analyst, Equinox Open Library Initiative | https://drive.google.com/file/d/1-85XVBTG2icK6_99qjyPJ41K7IbYwJ4P/view?usp=sharing | SQL for Librarians | In the fourth installment of S | Presenter: Rogan Hamby, Projec | slides | ||
| 2022 | Preconference | The Visually Impaired Person and the Pachyderm – Finding your way around the Evergreen Project | For new and not so new members of the Evergreen Community, it can be challenging to find your way around the entity that is the Evergreen Project. Whether you’re a library staff member wanting to connect with other Evergreen users, a systems administrator looking for advice, a novice or experienced coder looking to contribute, or an interested observer, it can sometimes be challenging to find the information you need. This session will cover some of the places where sought information can be found. | Michele Morgan, Technical Support Analyst, NOBLE | https://drive.google.com/file/d/1r_eJkPJo1b9tKOBmcJhvvLMRVifb9_I3/view?usp=sharing | The Visually Impaired Person a | For new and not so new members | Michele Morgan, Technical Supp | slides | ||
| 2022 | Preconference | Filling in the Gaps: DIG’s Documentation Review and How You Can Help | Have you ever gone to the Evergreen official documentation only to find the feature you want to learn about isn’t there or the documentation doesn’t match what you see in Evergreen? Join us for a comprehensive look at what the Documentation Interest Group is up to and how anyone can help make Evergreen’s documentation better whether you have just a few minutes or a couple hours spare. In addition to looking at the documentation review currently underway this session will also introduce users to GitHub through live demos. | Gina Monti, Andrea Buntz Neiman, Jennifer Pringle, Evergreen Systems Specialist, Bibliomation, Inc; Project Manager for Software Development, Equinox Open Library Initiative; Co-op Support – Training Lead, BC Libraries Cooperative | https://drive.google.com/file/d/1rXrM_WhMCJCcuA2gtrqvyFIXW7tfUnwY/view?usp=sharing | Filling in the Gaps: DIG’s Doc | Have you ever gone to the Ever | Gina Monti, Andrea Buntz Neima | slides | ||
| 2022 | Preconference | Exploring and Using the Evergreen API | No ILS is an island, Evergreen included. Evergreen makes most of its functionality available via APIs that can be used by other programs, but in order to use those APIs, one has to know what they are and where to find them. Galen Charlton will lead attendees through an exploration of the Evergreen API and will present a tool for getting information about specific APIs. By the end of the preconference, attendees will know the basics of invoking Evergreen’s API, have access to a tool for exploring it, and will be on their way to starting a small project to use it. The target audience for this preconference are people who have intermediate to advanced coding experience, but it will also benefit people who want to learn more about the capabilities of Evergreen’s APIs. | Galen Charlton, Implementation and IT Manager, Equinox Open Library Initiative | https://drive.google.com/file/d/1nLouetIPBySJ5XnsxcAyY608rmbih1yq/view?usp=sharing | Exploring and Using the Evergr | No ILS is an island, Evergreen | Galen Charlton, Implementation | slides | ||
| 2022 | Session | We Have Ideas: Taking Off in Launchpad | A brief overview of Launchpad as an ideas wrangling tool for Evergreen ILS development and bug tracking | Ruth Frasur, Terran McCanna, Katie Greenleaf Martin Evergreen Development and Support Administrator, Indiana State Library, PINES Program Manager, Georgia Public Library Service; , Executive Director, PaILS/SPARK | https://drive.google.com/file/d/1PM0PXlN3JHcF5RwN-R2qlH6eN5gfmKq5/view?usp=sharing | https://drive.google.com/file/d/1rjHIUlZ4nuNmcz1voShpD3qcNOH-TSfl/view?usp=sharing | We Have Ideas: Taking Off in L | A brief overview of Launchpad | Ruth Frasur, Terran McCanna, K | slides | recording |
| 2022 | Session | System Administrator Interest Group | The Evergreen System Administration Interest Group has met regularly every conference and is intended for those interested in or working with server or local system administration related to Evergreen, Linux, and many other magical things. With our emphasis on small group discussions, everyone is welcome to come participate, ask questions, and share their cool approaches to solving problems. | Chris Sharp, PINES System Administrator, , Georgia Public Library Service | https://docs.google.com/document/d/15ggNjrtJNcNNVGAxJmPPfEQ9sRD-5FD3xxmHNb42Xug/edit | System Administrator Interest | The Evergreen System Administr | Chris Sharp, PINES System Admi | slides | ||
| 2022 | Session | Spicing up Evergreen with ChiliPAC | PaILS would like to share our experience being the first Evergreen consortium (and a large consortium at that) to implement ChiliPAC as a catalog enhancement tool. | Katherine Dannehl, Scott Johnson, Juris Poseika, Membership Engagement Specialist, PaILS; President & CEO, ChiliFresh; , CTO, ChiliFresh | https://www.canva.com/design/DAFB0r1gpmg/i_WU4ORFONORnF-bjWcKMA/view?utm_content=DAFB0r1gpmg&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton | Spicing up Evergreen with Chil | PaILS would like to share our | Katherine Dannehl, Scott Johns | slides | ||
| 2022 | Lightning | Lightning Talks | https://docs.google.com/spreadsheets/d/1cLuNQ-pNUOHjKaAYMuBVSU1osYlaSA6QbE4-6Y2K0ho/edit?usp=sharing | Lightning Talks | slides | ||||||
| 2022 | Session | Going Fine Free | With a strong movement towards going fine free many libraries want to go down that path but aren’t sure how to do it. Join me for a detailed explanation from the library’s stand point of how to plan going fine free and what can be done with Evergreen to make it easier for you. | Rogan Hamby, Project and Data Analyst, Equinox Open Library Initiative | https://drive.google.com/file/d/1nApT5U-z58GNIdnUWpqN0k2IvOGQMt3w/view?usp=sharing | Going Fine Free | With a strong movement towards | Rogan Hamby, Project and Data | slides | ||
| 2022 | Session | Acquisitions Interest Group | Open discussion on topics related to Acquisitions and introduction to the regular Acquisitions Interest Group meetings | Tiffany Little, PINES Services Specialist: Acquisitions, Georgia Public Library Service | https://wiki.evergreen-ils.org/doku.php?id=acq:minutes:2022-06-14 | Acquisitions Interest Group | Open discussion on topics rela | Tiffany Little, PINES Services | slides | ||
| 2022 | Session | An Introduction to User Experience | How do major companies like Google, GrubHub, or even Venmo make well designed website and apps? It’s all part of user experience! In this short intro, we’ll talk about user experience, design workflow, and how this can optimize libraries! | Gina Monti, Evergreen Systems Specialist, Bibliomation, Inc | https://drive.google.com/file/d/1X6mR0-cYisnsDReYSDvmsa7OOvflX36h/view?usp=sharing | An Introduction to User Experi | How do major companies like Go | Gina Monti, Evergreen Systems | slides | ||
| 2022 | Session | Open Source – Software and Beyond | Staff from PaILS (PA’s Evergreen consortium) & Equinox Open Library Initiative will discuss a variety of open source projects and products that they use. They will give an overall survey of open-source options for common proprietary software packages, as well as discussing how the open source movement has moved beyond software and into other domains, like cataloging rules and intellectual property. Presenters will also give detailed information on Open Refine for data management and SubjectsPlus for resource guides and websites, both of which can be used in conjunction with Evergreen. | Elizabeth Davis, Angela Kilsdonk, Katie Greenleaf Martin, Jennifer Weston, Support & Project Management Specialist, SPARK/PaILS; , Product and Education Manager, Equinox Open Library Initiative; Executive Director, PaILS/SPARK; Product and Education Specialist, Equinox Open Library Initiative | https://drive.google.com/file/d/10_WqhbIG8UYqHsPjYeK_mBnOhduF0_ZV/view?usp=sharing | Open Source – Software and Bey | Staff from PaILS (PA’s Evergre | Elizabeth Davis, Angela Kilsdo | slides | ||
| 2022 | Session | Thanks for Nothing: Nullability Selection in Evergreen Reports | Understanding and using nullability selection when building Evergreen report templates greatly enhances the efficiency and effectiveness of your reports. This program will provide an in-depth look at how this feature works, and practical examples of how and when to use it.. | Jessica Woolford, Evergreen Systems Manager, Bibliomation, Inc. | https://drive.google.com/file/d/1SBeb2yXi4jWzhWS4kKQSFKgauGdF_feJ/view?usp=sharing | Thanks for Nothing: Nullabilit | Understanding and using nullab | Jessica Woolford, Evergreen Sy | slides | ||
| 2022 | Session | Speed Up Receiving with Automated Shipment Notifications | Some acquisitions vendors provide Automated Shipment Notification (ASN) messages via EDI to inform libraries of shipped items. These messages tell us what orders are arriving and how many items we should expect. We can use this information to present shipment information to staff and automate receiving batches of items with the simple scan of a barcode. King County Library System recently implemented ASN. For this presentation, I’ll do a brief review of what ASN is and how it works, what the receiving interface looks like, and how the process has impacted receiving at King County Library System. | Bill Erickson, Software Development Engineer, King County Library System; Paula Allen, Section Supervisor, King County Library System | https://drive.google.com/file/d/1rBKnBnTAzQeACn_oJAuBzpSfAL0BljfJ/view?usp=sharing | Speed Up Receiving with Automa | Some acquisitions vendors prov | Bill Erickson, Software Develo | slides | ||
| 2022 | Session | Evergreen Datawork 101 | Come learn about PINES processes for datawork, including database-side batch changes, MARC import/export for third-party vendors, cataloging updates, patron batch updates, and more. Bring your questions and ideas for how you get things done and we’ll share strategies and approaches. | Chris Sharp, PINES System Administrator, Georgia Public Library Service | https://drive.google.com/file/d/1dKreCrtJtHHiqcV4GSGmOhlpVcTfve_x/view?usp=sharing | Evergreen Datawork 101 | Come learn about PINES process | Chris Sharp, PINES System Admi | slides | ||
| 2022 | Session | Batches, Baskets, Buckets, Bookbags, and Carousels | Overview of the different ways to work with batches of items and bibs in Evergreen, including item status batches, item and record buckets, My Lists/Bookbags, and carousels with lots of examples and tips and tricks. New this year: Release 3.7 brought a great feature to the Angular staff catalog — with one click you can add all the records (up to 1000) that match a search to a Basket (and then to a Record Bucket) — a much easier alternative to the Record Bucket Query! | Elizabeth Thomsen, Member Services Manager, NOBLE: North of Boston Library Exchange | https://drive.google.com/file/d/1on3Kr1t6Hxzove3mweThqJESV8ubHOui/view?usp=sharing | Batches, Baskets, Buckets, Boo | Overview of the different ways | Elizabeth Thomsen, Member Serv | slides | ||
| 2022 | Lightning | Lightning Talks | Lightning Talks | Life, the Universe, and the Everything permission by Andrea Buntz Neiman href='https://docs.google.com/presentation/d/e/2PACX-1vS_LPnH_yXgT_S-aLZgFjoRiT2AUe4KJE94XLf4k0AkM7HgkSJRV-3TJQ-4GpEcIYkkK9s0aStqI9Jd/pub?start=false&loop=false&delayms=3000'>DIG Evangelism by Debbie Luchenbill | |||||||
| 2022 | Session | What We Wish We Knew Then: Getting Started with Acquisitions | This session offers advice and recommendations on getting started with the acquisitions module based on the experiences of members of the acquisitions interest group. Find out what worked and didn’t work for others to make your start with the acquisitions module as painless as possible. This session will also demonstrate how to set up parts of acquisitions administration. | Tiffany Little, Jennifer Pringle, PINES Services Specialist: Acquisitions, Georgia Public Library Service; Co-op Support – Training Lead, BC Libraries Cooperative | https://drive.google.com/file/d/1sPabVErzfvbZMxUoAjr75UVUNZ-xodVx/view?usp=sharing | What We Wish We Knew Then: Get | This session offers advice and | Tiffany Little, Jennifer Pring | slides | ||
| 2022 | Session | Cataloging for the non-cataloger: how knowing cataloging can help you in your library job | No matter your position in the library, your ability to do your job well depends on good cataloging. This program covers 6 areas of library service – Reference/Adult Services, Youth Services, Circulation, Systems/IT, Collection Development, and Administration – and how knowing a little bit about cataloging and MARC records can help any library staffer serve their customers better. Evergreen specifics will be included throughout the program. | Kate Coleman, Technical Services Manager, Jefferson County Library (Missouri Evergreen) | https://docs.google.com/presentation/d/1a9_kgJNUdSgkkTvGLLYDmkh2w93FQKiQ/edit?usp=sharing&ouid=115637895465765706482&rtpof=true&sd=true | Cataloging for the non-catalog | No matter your position in the | Kate Coleman, Technical Servic | slides | ||
| 2022 | Session | Living the Life Elastic | Many years in the making, King County Library System has recently migrated to using Elasticsearch as our bibliographic data indexing engine atop our shiny new Angular staff catalog. I plan to review the history of the project, discuss some of the implementation/administration aspects, and show how we have leveraged Elasticsearch to add new features to our catalog. | Bill Erickson, Software Development Engineer, King County Library System | https://drive.google.com/file/d/11hLQ9UifWRVd2aXfU2pM1L_iPCFZZw2q/view?usp=sharing | Living the Life Elastic | Many years in the making, King | Bill Erickson, Software Develo | slides | ||
| 2022 | Session | Branches on the Evergreen Tree: New Feature Highlights for 3.8 and 3.9 | Join for year three of the Ruth & Andrea show as we talk about what’s new and exciting in Evergreen 3.8 and 3.9. We promise that there will be at least one unplanned comedic moment, and maybe planned ones too. While we won’t have time to take a deep dive into everything, we’ll hit the highlights of the two most recent releases & answer your new-feature questions. | Ruth Frasur, Andrea Buntz Neiman, Evergreen Development and Support Administrator, Indiana State Library; Project Manager for Software Development, Equinox Open Library Initiative | https://drive.google.com/file/d/1aDlqo48Aw7HWRSOAJWNbeuYCPKrZmwCA/view?usp=sharing | Branches on the Evergreen Tree | Join for year three of the Rut | Ruth Frasur, Andrea Buntz Neim | slides | ||
| 2022 | Session | I am a Paraprofessional Girl/Guy in a Professional World | Do you want to advance in your career but you don’t have a Masters Degree? There are opportunities and ways to make this happen. Learn to own your strengths and weaknesses to accomplish your career goals. | Dawn Dale, PINES Services Specialist – Circulation, Georgia Public Library Service | https://drive.google.com/file/d/1u_BPz6pAuVpkXIDS4EkHRMrXdvB79Pfz/view?usp=sharing | I am a Paraprofessional Girl/G | Do you want to advance in your | Dawn Dale, PINES Services Spec | slides | ||
| 2022 | Session | Collecting Ideas: Imagining the Future of Collection Development | Join us for a round table to brainstorm and imagine what tools could be developed to assist collection development in Evergreen. Bring your experiences and opinions both to make suggestions and provide feedback on the ideas from others. Proposals developed during the roundtable will be logged as wishlist requests in Launchpad. | Rogan Hamby, Jennifer Weston, Project and Data Analyst, Equinox Open Library Initiative; Product and Education Specialist, Equinox Open Library Initiative | https://drive.google.com/file/d/1PtB6xjeIfRYyaYqZwvh03OGxzND-Ktpc/view?usp=sharing | Collecting Ideas: Imagining th | Join us for a round table to b | Rogan Hamby, Jennifer Weston, | slides | ||
| 2022 | Session | How I went from a Librarian to a Systems Specialist | Have you thought about how librarians became part of the Evergreen community? Gina explains her journey from working in public libraries for eight years into now working with Bibliomation and Evergreen. She’ll talk about credentials, experience, and a new perspective on how the MLS program shaped her career. | Gina Monti, Evergreen Systems Specialist, Bibliomation, Inc | https://drive.google.com/file/d/1vq01HDAPX91FBAb3EIzPYTn-jaci3F_b/view?usp=sharing | How I went from a Librarian to | Have you thought about how lib | Gina Monti, Evergreen Systems | slides | ||
| 2022 | Session | Reports Interest Group | The Reports Interest Group will meet to discuss all things Evergreen reports! | Jessica Woolford, Evergreen Systems Manager, Bibliomation, Inc | https://wiki.evergreen-ils.org/doku.php?id=evergreen-reports:meetings:2022-06-16 | Reports Interest Group | The Reports Interest Group wil | Jessica Woolford, Evergreen Sy | slides | ||
| 2022 | Session | Exploring Replacing Ejabberd/XMPP For OpenSRF | Evergreen sits atop OpenSRF, which relays messages between application components using the Extensible Messaging and Presence Protocol (XMPP). Our application of choice for XMPP since practically the beginning of Evergreen has been Ejabberd. Ejabberd has served us well, but it’s always been a bit clunky and complicated to setup and maintain. XMPP, I also argue, is probably overkill for our needs. I plan to discuss my experiments implementing and running OpenSRF and Evergreen over Redis, using a trimmed down, pure JSON version of our classic OpenSRF messages. | Bill Erickson, Software Development Engineer, King County Library System | https://drive.google.com/file/d/1q2mXoRBSnN8J86e0gQCXrZu-kh8fK330/view?usp=sharing | Exploring Replacing Ejabberd/X | Evergreen sits atop OpenSRF, w | Bill Erickson, Software Develo | slides | ||
| 2022 | Session | Developing & Implementing Curbside Pickup Services | Libraries have been at the forefront of adapting service models to respond to community needs during the COVID-19 pandemic. Learn how the Emmaus Public Library, a member of the PaILS consortium in Pennsylvania, responded to the evolving needs of patrons and staff during the last 2 years by iterating their curbside pickup workflows and implementing the Evergreen ILS Curbside Pickup module. This panel session will share the lessons and experiences of the Emmaus Public Library. It will also describe how the curbside functionality was developed for Evergreen ILS through a partnership between PaILS and Equinox Open Library Initiative. With libraries closed due to COVID, the need to automate delivery of curbside services became an essential priority. Learn how this innovative functionality was designed, developed, and deployed in record time, and how it made a difference for libraries. | Angie Devers, Katie Greenleaf Martin, Angela Kilsdonk, Services Manager, Emmaus Public Library; Executive Director, PaILS/SPARK; Product and Education Manager, Equinox Open Library Initiative | https://drive.google.com/file/d/1BHEyu8Zo1p4o12Ve-mrCWOKv-oeU3p0N/view?usp=sharing | Developing & Implementing Curb | Libraries have been at the for | Angie Devers, Katie Greenleaf | slides | ||
| 2022 | Session | Cataloging Interest Group | Annual Cataloging Interest Group meeting to review the past year, highlight recent Evergreen developments, and plan projects for the upcoming year with time for general discussion. The meeting is open to anyone interested in Cataloging topics. | J. Elaine Hardy, Jennifer Weston, PINES and Collaborative Projects Manager, Georgia Public Library Service; Product and Education Specialist, Equinox Open Library Initiative | https://docs.google.com/document/d/1NQhmHwmatVH7OJoTFOBZu0-Ho3mdd0X5UVNubPs1Gzs/edit?usp=sharing | Cataloging Interest Group | Annual Cataloging Interest Gro | J. Elaine Hardy, Jennifer West | slides | ||
| 2022 | Session | Closing Remarks and Developers’ Update | https://drive.google.com/file/d/1ia7yzrWqUR7ZIii5nzrEREsE9lZpFkYM/view?usp=sharing | Closing Remarks and Developers | slides | ||||||
| 2022 | Session | Authority-Fest | Authority-Fest is presented by Jennifer Weston and sponsored by the Cataloging Interest Group. Authority-Fest will be a two-hour interactive session to provide a basic introduction to how Authorities work in Evergreen currently and to hold a structured group discussion on pros/cons of maintaining authority records. Attendees will work together to share current practices, draft a consolidated list of known issues, and craft suggestions for improved functionality. This event is open to anyone with an interest in Evergreen Authority Records and processes! | Jennifer Weston | https://docs.google.com/presentation/d/1cLvu49qwuWW2ubkr89Y3iBS9W_urPsQ5FxkrSGkNldg/edit?usp=sharing | https://docs.google.com/document/d/1kyXVzqubaOFlN173g_N3exJMMum2mM6UFs-xooMvvb0/edit?usp=sharing | Authority-Fest | Authority-Fest is presented by | Jennifer Weston | slides | recording |
| 2023 | Session | Assembling the Blocks: Building and Releasing Evergreen | Hands-on session leading attendees through the process of building OpenSRF and Evergreen for local use and for release. By the end of the session, attendees will know how to: Manage customizations for deployment as a custom version of Evergreen, Build the Evergreen and OpenSRF distribution tarballs, Learn the process that the release and documentation teams use to handle schema updates, translations, and release notes. Attendees should come with laptops and the ability to access a Linux or Debian VM. A limited number of VMs _might_ be provided by the presenter. Attendees ideally should have experience installing Evergreen from tarballs, but this experience is not mandatory to benefit from the program. | Galen Charlton, Implementation and IT Manager, Equinox Open Library Initiative, gmc@equinoxOLI.org | https://drive.google.com/file/d/12tEHdO0x8g607fu7eTGgOTo91qJq1f0Z/view?usp=sharing | Assembling the Blocks: Buildin | Hands-on session leading atten | Galen Charlton, Implementation | slides | ||
| 2023 | Session | So You Want to Convert to Linux 101 | Do you ever get jealous of your super cool friends who run their computers on Linux operating systems? Do you want to try out Linux but don’t know where to start? In this 101 presentation, we’ll talk about different Linux distributions, open source compatible software for Linux, choosing the right distribution for you, and a quick demonstration on how to install them for FREE to test it out! | Gina Monti, Evergreen Systems Specialist, Bibliomation, gmonti@biblio.org | So You Want to Convert to Linu | Do you ever get jealous of you | Gina Monti, Evergreen Systems | ||||
| 2023 | Session | Everything You Always Wanted to Know About Git | How to use git from beginner to advanced. From getting git through setting it up and using it on a daily basis with Evergreen. Recommended workflows for keeping up to date and managing customizations. | Jason Stephenson, ILS Manager, CW MARS, jstephenson@cwmars.org | Everything You Always Wanted t | How to use git from beginner t | Jason Stephenson, ILS Manager, | ||||
| 2023 | Session | Accessibility in Evergreen | There is no one way to make something perfectly accessible; different categories of disabilities require different–and sometimes opposing–solutions. We will begin with a tour of the different kinds of assistive technologies and devices used by people with various disabilities, and discuss how these devices affect the way people interact with web-based applications in general and Evergreen components in particular. We will review the recommended accessible design patterns for each major category of disabilities, and discuss how these apply to Evergreen. | Stephanie Leary, Front End Developer, Equinox Open Library Initiative, stephanie.leary@equinoxoli.org | https://docs.google.com/presentation/d/1EaDNaTSLoDfT7ChfNM38tL-ghNJhDCwuy4QwWQCyTkM/edit?usp=share_link | https://www.dropbox.com/s/z2lnida1bxccmnq/combined-keyboard-shortcuts.pdf?dl=0 | Accessibility in Evergreen | There is no one way to make so | Stephanie Leary, Front End Dev | slides | recording |
| 2023 | Session | System Administration Interest Group | The Evergreen System Administration Interest Group has met regularly every conference and is intended for those interested in or working with server or local system administration related to Evergreen, Linux, and many other magical things. With our emphasis on small group discussions, everyone is welcome to come participate, ask questions, and share their cool approaches to solving problems. | Chris Sharp, PINES System Administrator, Georgia Public Library Service, csharp@georgialibraries.org | https://docs.google.com/document/d/1EUa9oIvmp5s9mbCRYIwG6dKMEcuirOEKcqbs90OjjWc/edit?usp=sharing | System Administration Interest | The Evergreen System Administr | Chris Sharp, PINES System Admi | slides | ||
| 2023 | Session | User Interface / User Experience Interest Group | The new Evergreen UI/UX Interest Group is intended for anyone interested in making the Evergreen user experience better. We will emphasize ways to participate and contribute with varying levels of technical expertise. Everyone is welcome to participate, ask questions, and share suggestions for this new group. | Stephanie Leary, Front End Developer, Equinox Open Library Initiative, stephanie.leary@equinoxoli.org | https://docs.google.com/presentation/d/1mS-8UE-rD346JxK4RSnLsBpSYcwErxIFql2UVeH8Rtg/edit?usp=share_link | User Interface / User Experien | The new Evergreen UI/UX Intere | Stephanie Leary, Front End Dev | slides | ||
| 2023 | Session | Welcome and Announcements | Jeanette Lundgren, CW MARS, 2023 TEP President, Local Conference Host | https://youtu.be/bDZjS3QrnLA | Welcome and Announcements | Jeanette Lundgren, CW MARS, 20 | recording | ||||
| 2023 | Keynote | Keynote: Data Security and Patron Privacy in today’s Library | David Leonard, President, Boston Public Library | https://drive.google.com/file/d/1qp14al6UVnaqYOO6RmLtxjR4fE923oKe/view?usp=sharing | https://youtu.be/bDZjS3QrnLA | Keynote: Data Security and Pat | David Leonard, President, Bost | slides | recording | ||
| 2023 | Session | New Features in Evergreen 3.9 and 3.10 | The Andrea and Ruth Show returns for the latest installment of the New Features update for the past year’s Evergreen ILS releases. | Andrea Buntz Neiman, Ruth Frasur, Equinox Open Library Initiative, Project Manager for Software Development, abneiman@equinoxinitiative.org, Evergreen Indiana, Consortium Coordinator, rfrasur@library.in.gov | https://drive.google.com/file/d/1NoQ2yzrSrJ6fvfZItc76h75oFsXWUofb/view?usp=sharing | https://youtu.be/vPFK-nYYhRg | New Features in Evergreen 3.9 | The Andrea and Ruth Show retur | Andrea Buntz Neiman, Ruth Fras | slides | recording |
| 2023 | Session | Circulating Seeds | When St. Thomas Library migrated to Evergreen they brought with them a collection of seeds that were seasonally refreshed and circulated. Their legacy system hadn’t had a way of easily matching their workflow for these non-traditional kind of checkouts but with Evergreen we implemented new action triggers reactors to easily handle their needs. Join us to learn about this great community service and how Evergreen was customized to meet the need. | Rogan Hamby, Aaron Devries, Data and Project Analyst, EOLI, rogan.hamby@equinoxoli.org, adevries@stthomas.ca, Digital and Support Services Manager, St. Thomas Public Library | https://drive.google.com/file/d/1wubFJMsGuY2-vrM_Smv6Je1LbblJ5YB0/view?usp=sharing | https://youtu.be/cBaJpeniYk8 | Circulating Seeds | When St. Thomas Library migrat | Rogan Hamby, Aaron Devries, Da | slides | recording |
| 2023 | Session | Hosting Evergreen in Production | If you’re a system admin or developer you’ve likely installed Evergreen, maybe even at this very event, but do you know the ins and outs of efficiently hosting a large highly-available OpenSRF cluster? It’s not as hard as it may sound; join me as we go beyond the basic installation instructions and turn reliability up to 11. | Jason Boyer, Senior System Administrator, Equinox Open Library Initiative, JBoyer@equinoxOLI.org | https://drive.google.com/file/d/1UP9wbQadRaPHqHkeItnaAyjEwk4AHaDX/view?usp=sharing | https://youtu.be/uE8epAZu9AM | Hosting Evergreen in Productio | If you’re a system admin or de | Jason Boyer, Senior System Adm | slides | recording |
| 2023 | Lightning | Lightning Talks on Open Source Evergreen Integrations and Discovery Layers | https://drive.google.com/file/d/1KVB_RxCNWt8CeE5X3b06Fd-05POikNog/view?usp=sharing | https://youtu.be/nehyh1JAERM | Lightning Talks on Open Source | slides | recording | ||||
| 2023 | Session | You Don’t HAVE to Do It Yourself | Many options are now available for hosted Evergreen, offering a range of services from fully-supported to do it yourself. The program will explore the options, based on NOBLE’s recent experience moving away from self-hosting. | Ron Gagnon, Executive Director, North Of Boston Library Exchange (NOBLE) gagnon@noblenet.org | https://drive.google.com/file/d/1XOViBc1X2Y7kXGI8ebrwwGFILsj1m1fm/view?usp=sharing | https://youtu.be/zna1aUA9oFo | You Don’t HAVE to Do It Yourse | Many options are now available | Ron Gagnon, Executive Director | slides | recording |
| 2023 | Session | Authority-Fest Redux | A summary of Authority-Fest 2022, lessons learned since then, an update from the Authorities Working Group, and more brainstorming | Jennifer Weston, Jessica Efron, Senior Product and Education Specialist, Equinox Open Library Initiative, jennifer.weston@equinoxoli.org, State Library of North Carolina, jessica.efron@ncdcr.gov | https://drive.google.com/file/d/1TpvCs1wC2cg8pj2Qht9cfbk2yJjYCjlO/view?usp=sharing | https://youtu.be/fj1Yz4hfbmE | Authority-Fest Redux | A summary of Authority-Fest 20 | Jennifer Weston, Jessica Efron | slides | recording |
| 2023 | Session | Best of Both Worlds: Libraries Leveraging BiblioCommons and Evergreen | Public Libraries that want the flexibility and control of Evergreen and Open Source, but also want to create the best patron experience possible have leveraged the BiblioCommons suite of products. BiblioCommons integrates with Evergreen to provide a seamless patron experience across the catalog, website, and events management. Learn about the experience of working with BiblioCommons and Evergreen from King County Library System and hear case studies and patron feedback from Kenton County Library, Grand Rapids Library, and other libraries integrating BiblioCommons and Evergreen for the optimal experience for libraries and the patrons they serve. | BJ Colvin, Erica Reynolds, Director of Information Technology Services, King County Library System, bscolvin@kcls.org, VP Customer Success, BiblioCommons, erica.reynolds@bibliocommons.com | https://drive.google.com/file/d/1IbWuK9WP6v1SSUPm6nU4-hApVAIV67AV/view?usp=sharing | https://youtu.be/mx3pIT5HtDE | Best of Both Worlds: Libraries | Public Libraries that want the | BJ Colvin, Erica Reynolds, Dir | slides | recording |
| 2023 | Session | The Continuing Story of RediSRF with Bill | This will be a continuation of my 2022 conference presentation on replacing XMPP for OpenSRF. I’ll discuss how the design has evolved since the previous conference, give a general project update, and solicit feedback for how we want to move the project forward. | Bill Erickson, Software Development Engineer, King County Library System | https://github.com/berick/Presentations/tree/master/Evergreen-2023 | https://youtu.be/ES3ayXZLp0k | The Continuing Story of RediSR | This will be a continuation of | Bill Erickson, Software Develo | slides | recording |
| 2023 | Session | Consortial Communications: Getting Your Message Across | With over 150 member libraries in the Pennsylvania Integrated Library System (PaILS) consortium, striking the right balance between too much and not enough communication can be difficult. How do consortial leaders ensure that their message gets to their intended audience? When it comes to larger projects such as upgrades and launching third-party vendors, how far ahead should you plan to start preparing your users? What (free & low-cost) tools exist to ensure your communications are aesthetically pleasing and represent your consortial branding? PaILS staff Katie Greenleaf Martin and Katherine Dannehl will share tips for consistent and substantive communication to your consortium’s membership. | Katherine Dannehl, Katie Greenleaf Martin, Membership Engagement Specialist, PaILS katherine.dannehl@sparkpa.org, Executive Director, PaILS kgm@sparkpa.org | https://drive.google.com/file/d/14odIZsrfaRJkTBFBasazc-f0Y9jXHMV1/view?usp=sharing | https://youtu.be/oMzZwgPzGyc | Consortial Communications: Get | With over 150 member libraries | Katherine Dannehl, Katie Green | slides | recording |
| 2023 | Session | Just Dropped In (To See What Condition My Permissions Were In) | Permissions are essential to what *we* do, but trying to figure out what *they* do is complicated. This working session is open to all who are interested in discussing current permissions projects, brainstorming new approaches, and hopefully finding the meaning of EVERYTHING. Group work session to talk about the current status of the project and to share ideas. | Susan Morrison, PINES Operations Analyst, smorrison@georgialibraries.org | https://drive.google.com/file/d/1uNFSE34wc0g07vVgQ9vfA8zaec_bmV-O/view?usp=sharing | https://youtu.be/woR6EjXkBok | Just Dropped In (To See What C | Permissions are essential to w | Susan Morrison, PINES Operatio | slides | recording |
| 2023 | Session | Bib Magic – The Enhanced MARC Importer | Ever needed Evergreen to have more records? Not just any records but the most tubular awesome records? Ten thousand records from a vendor, but you don’t like the raw records. They’re okay* but you wish that the 856$y had a different value and the first occurrence of the 650$2 was removed. And the 007 needs to go away. Apply scoped libraries to the 856$9. And, and and! Plus, you need these records synced up every week/month/year? What if I told you that this was possible? Not only possible, but easy! Look no further than the Bib Magic importer! | Blake Graham-Henderson, Senior Development Engineer, MOBIUS, blake@mobiusconsortium.org | https://slides.mobiusconsortium.org/blake/bib_magic/ | https://youtu.be/yGEypjsRMxA | Bib Magic – The Enhanced MARC | Ever needed Evergreen to have | Blake Graham-Henderson, Senior | slides | recording |
| 2023 | Session | Less Work, More PLAY | The PINES Library Access for Youth (PLAY) program provides preK-12 public school students access to millions of fines-free physical and digital materials offered by Georgia PINES libraries. PINES developed a secure method for importing student data provided by school districts in order to automatically create and manage library accounts, reducing barriers to access for students and reducing manual intervention from library staff. This session will go over the process of batch creating accounts in Evergreen, lessons learned, and features and improvements added along the way. | Susan Morrison, PINES Operations Analyst, smorrison@georgialibraries.org | https://drive.google.com/file/d/1V1g4d_r_fmfVCJ1OD-4NaG5VJXD-CKm-/view?usp=sharing | https://youtu.be/Q78j8XUwxxs | Less Work, More PLAY | The PINES Library Access for Y | Susan Morrison, PINES Operatio | slides | recording |
| 2023 | Session | Standing Requirements: The Explicit and Implicit Expectations of Evergreen | The basic requirements of Evergreen as a piece of software can be succinctly described as help libraries maintain an inventory of resources that patrons can use to search and request those resources. The ramifications of that requirement include support for various workflows, but there are also a number of additional requirements. During this presentation, Galen Charlton will discuss the full panoply of Evergreen’s standing requirements, including ones that are implicit or obscure. Accessibility, UX design, and internationalization all figure here as well as concerns specific to particular contributor communities within the project. Attendees will leave the presentation with an understanding of the project’s standing requirements and a call to action to make the implicit explicit and managed. | Galen Charlton, Implementation and IT Manager, Equinox Open Library Initiative, gmc@equinoxOLI.org | https://drive.google.com/file/d/1PFjDAxzQzZY4X0uEG62m-9LqUge-Fx6b/view?usp=sharing | https://youtu.be/23vvCU37FG0 | Standing Requirements: The Exp | The basic requirements of Ever | Galen Charlton, Implementation | slides | recording |
| 2023 | Session | Cataloging for Non-Catalogers: How Knowing Cataloging Can Help You in Your Library Job | So, you’re on the gameshow “Who Wants to be a Cataloger?” and you’re wondering how you ended up here. You aren’t a cataloger! You don’t even need to know cataloging in your library job! Come to this session to make sure you’re a million-dollar winner on the show! We will help you see how library staff, from circulation to administration, will benefit from knowing a bit of cataloging, and how it could help you in your job. (Encore presentation from 2022 *NEW & IMPROVED!*) This program covers 6 areas of library service – Reference/Adult Services, Youth Services, Circulation, Systems/IT, Collection Development, and Administration – and how knowing a little bit about cataloging and MARC records can help any library staffer serve their customers better. Evergreen specifics will be included throughout the program. | Kate Coleman, Technical Services Manager, Jefferson County Library (Missouri Evergreen), kcoleman@jeffcolib.org | https://drive.google.com/file/d/1g6r03aMlOeLY0kMVX1SNMAmpdLEaQ7gn/view?usp=sharing | https://youtu.be/9BHFAC4obxw | Cataloging for Non-Catalogers: | So, you’re on the gameshow “Wh | Kate Coleman, Technical Servic | slides | recording |
| 2023 | Session | Making Life Easier With NCIP | The Keystone State has long provided wide resource sharing through AccessPA, a system provided by a vendor to facilitate a union catalog. However, within the state Evergreen consortium they decided to streamline the workflow with NCIP. Join us to learn how the SPARK team and Equinox worked together to deploy a solution using NCIP with Evergreen and make life resource sharing a lot less button-click-y. | Rogan Hamby, Katie Greenleaf Martin, Elizabeth Davis, Jason Boyer, Data and Project Analyst, rogan.hamby@equinoxoli.org, EOLI, PAILS, kgm@sparkpa.org, Executive Director PAILS, elizabeth.davis@sparkpa.org, Support & Project Management Specialist, jboyer@equinoxoli.org, Senior System Administrator, EOLI | https://drive.google.com/file/d/1qrtbGF_LPmcu77KY1KTy1TkGr-HBCS4K/view?usp=sharing | https://youtu.be/Mosjmwmg1p4 | Making Life Easier With NCIP | The Keystone State has long pr | Rogan Hamby, Katie Greenleaf M | slides | recording |
| 2023 | Session | Hey, what are you doing back there? Exposing some of Evergreen’s more useful features through OpenAPI | Evergreen can do all sorts of neat tricks, and while the OpenSRF infrastructure provides programmatic access to its business logic, it can be difficult to use for a variety of reasons. We will show off a new RESTful OpenAPI interface that solves many of the complexity issues, is useful for 3rd party integrations and local custom development, and how it can be extended very simply to offer access to some of the hidden gems of Evergreen functionality. | Mike Rylander, Research and Development Manager, Equinox Open Library Initiative, miker@equinoxoli.org | https://drive.google.com/file/d/15zBPDkgFQ3z8n7_rG3wR46fNN1Pbauam/view?usp=share_link | https://youtu.be/gRm5POeJ_G8 | Hey, what are you doing back t | Evergreen can do all sorts of | Mike Rylander, Research and De | slides | recording |
| 2023 | Session | Burnout in Open Source Communities | Burnout is a common problem in open-source communities that can ultimately cause anxiety, fatigue and stress to the contributors that we rely on to support the software, documentation, and outreach efforts. When left unchecked, it can also lead to contributions being ignored, missed roadmap deadlines, dropped projects, and, at its worst, key contributors leaving the community. In this talk, we’ll look at open-source burnout, using real data from the Evergreen community; review how contributors can deal with their own burnout; and, more importantly, how libraries and vendors can encourage contributions and make other key decisions to help existing contributors. | Kathy Lussier, former Evergreen community member | https://youtu.be/qH8xojc_fnQ | Burnout in Open Source Communi | Burnout is a common problem in | Kathy Lussier, former Evergree | recording | ||
| 2023 | Session | Hold Groups: One Library’s Story | Hold Groups take the onus off of patrons for placing holds on new books by their favorite authors. Scenic Regional Library in Missouri began discussing Hold Groups in the spring of 2022 and made the first Hold Groups available to patrons in October 2022. Hear the story of our planning, implementation, and how it is working for us. | Diane Disbro, Circulation Coordinator, Scenic Regional Library, ddisbro@scenicregional.org | https://drive.google.com/file/d/18TwvQrYNcAapLrJKBmHD9p-IEhV6Y-z9/view?usp=sharing | https://youtu.be/9JqnwCWi7kk | Hold Groups: One Library’s Sto | Hold Groups take the onus off | Diane Disbro, Circulation Coor | slides | recording |
| 2023 | Session | Well isn’t that Special: Cataloging Special formats in Evergreen | This presentation will discuss cataloging of special formats. Will include points such as: What makes these formats special, where to find information on best practices, which rules must be followed, when can you use catalogers judgement, and what fields control the icon(s). | Elizabeth Rudloff, Consortium Cataloger, Missouri Evergreen Consortium, cataloger@moevergreenlibraries.org | https://drive.google.com/file/d/1ef62gkzbtk5tEkIZa2hZ0tnpBxayMHwS/view?usp=sharing | https://youtu.be/LYbOmowRBy0 | Well isn’t that Special: Catal | This presentation will discuss | Elizabeth Rudloff, Consortium | slides | recording |
| 2023 | Session | Batches, Baskets, Buckets, Bookbags, and Carousels | Overview of the different ways to work with batches of items and bibs in Evergreen, including item status batches, item and record buckets, My Lists/Bookbags, and carousels with lots of examples and tips and tricks. | Elizabeth Thomsen, Member Services Manager, NOBLE, et@noblenet.org | https://drive.google.com/file/d/1QgrHl2aKUg8BiDkc8MaHveqzp0lrO_kM/view?usp=sharing | https://youtu.be/PD95hsYEAPY | Batches, Baskets, Buckets, Boo | Overview of the different ways | Elizabeth Thomsen, Member Serv | slides | recording |
| 2023 | Lightning | Lightning Talks | https://youtu.be/nIAtFx6PRj4 | Lightning Talks | 2023 DIG PresentationEvergreen Inventory (Community Ask 2023)Blakes Docker slidesUsing AI and LLM to scale productivityOn the proper use of pillows in EvergreenCommunity Onboarding | recording | |||||
| 2023 | Session | How Two Library Consortia Approach Staff Account Security | Managing staff accounts can be a juggling act. Join the staff of NC Cardinal and PaILS as we discuss the various technical and less technical layers of staff account management and permissions that we’ve implemented in our respective consortia. We’ll discuss topics such as permission projects, management of accounts across a consortium, as well as development for the safety and security of ILS accounts & data. | Katie Greenleaf Martin, Elizabeth Davis, Llewellyn Marshall, Benjamin Murphy, Executive Director, PaILS, kgm@sparkpa.org , Support and Project Management Specialist, PaILS, elizabeth.davis@sparkpa.org , NC Cardinal Administrator / Developer llewellyn.marshall@ncdcr.gov , NC Cardinal Program Manager, benjamin.murphy@ncdcr.gov | https://docs.google.com/presentation/d/12RKILrbEHJXzr9hIVAYKV-dHjIRWvqaA3Tmklbaia2I/edit?usp=sharing | https://youtu.be/5rltMcxE-PY | How Two Library Consortia Appr | Managing staff accounts can be | Katie Greenleaf Martin, Elizab | slides | recording |
| 2023 | Session | Slouching towards BIBFRAME: An Overview of Current Possibilities | BIBFRAME is a shapeshifter: it is both the focus of serious testing and production projects by academic and national libraries and a mystery with an unclear path forward to adoption by public libraries… and Evergreen. Galen Charlton will provide an overview of recent developments in BIBFRAME tools with a focus on what has evolved towards a practical use of the technology. Attendees will leave the session with a better understanding of the state of BIBFRAME and more information to inform a broad community discussion of Library Linked Data and Evergreen. | Galen Charlton, Implementation and IT Manager, Equinox Open Library Initiative, gmc@equinoxOLI.org | https://drive.google.com/file/d/18Z-ehK66_bXENrib9oLMLNABMSREHGwm/view?usp=sharing | https://youtu.be/LV1UV1nJNY8 | Slouching towards BIBFRAME: An | BIBFRAME is a shapeshifter: it | Galen Charlton, Implementation | slides | recording |
| 2023 | Session | Contributing to Evergreen (No Code Required!) | Although coders are always welcome to submit new features and bug fixes to the Evergreen software project, it is also essential that end-users of Evergreen contribute expertise and experience through testing and feedback to continually grow and improve the end product. The more that people in different roles get involved, the better Evergreen becomes! This session will walk you through some of the ways that you can participate through interest groups, Bug Squashing Weeks, Launchpad feedback, documentation projects, and more. | Terran McCanna, PINES Program Manager, Georgia Public Library Service, tmccanna@georgialibraries.org | https://drive.google.com/file/d/1MI1buRPifjgo6JRN_wOlTd5XhC8sJ-ZL/view?usp=sharing | https://youtu.be/2n24ftXkFy8 | Contributing to Evergreen (No | Although coders are always wel | Terran McCanna, PINES Program | slides | recording |
| 2023 | Session | Down the Rabbit Hole: a Journey through Evergreen’s Database | This presentation will be an overview of the PostgreSQL database that is the heart of the Evergreen system. Whenever you catalog a title, register a patron, check out a book, or enter other information in the system, that data gets processed and stored in the database. We will take a look at how the database is organized, where different types of data are stored and ways you can access it. | Michele Morgan, Technical Support Analyst, NOBLE, mmorgan@noblenet.org | https://drive.google.com/file/d/1JHk31tKz8OGJGB4ZObtLg39DiaLf9wLg/view?usp=sharing | https://youtu.be/SBK4AcnK0L8 | Down the Rabbit Hole: a Journe | This presentation will be an o | Michele Morgan, Technical Supp | slides | recording |
| 2023 | Session | Achieving Fulfillment | Evergreen has a sibling named Fulfillment, an application made to allow for wide spread and low effort interlibrary loan among libraries. Join us as we discuss the history of its shared code with Evergreen, ongoing development, what makes it special and learn if it might help you expand sharing with other libraries, regardless of ILS. | Rogan Hamby, Andrea Buntz Neiman, Mike Rylander, Jessica Woolford, Data and Project Analyst, rogan.hamby@equinoxoli.org, EOLI, Project Manager for Software Development, abneiman@equinoxoli.org, EOLI, Research and Development Manager, miker@equinoxoli.org, EOLI, jwoolford@biblio.org, Evergreen Systems Manager, Bibliomation | https://drive.google.com/file/d/1-Up36UbTkMNLjmkRIOrDBf9lA_kvn97d/view?usp=sharing | https://youtu.be/x5PRCUx8M-E | Achieving Fulfillment | Evergreen has a sibling named | Rogan Hamby, Andrea Buntz Neim | slides | recording |
| 2023 | Session | Teamwork Makes the Herding Cats Dream Work: Cataloging in a Consortium | Whether a consortium’s cataloguing is centralised, partially-distributed, or fully-distributed, it’s crucial for members to agree upon policies, guidelines, and best practices. This presentation will review some of the challenges faced by two consortia and how they approach wrangling cataloguing communities of 60-150+ libraries. | Kate Coleman Liz Rudloff , Carol Witt, (Technical Services Manager, Jefferson County Library) kcoleman@jeffcolib.org, (Consortium Cataloger, Missouri Evergreen Consortium) cataloger@moevergreenlibraries.org , Bibliographic Services Supervisor, CW MARS, cwitt@cwmars.org | https://drive.google.com/file/d/1tiQaO1jvFywjn6SpbIdQpIvUqM-fKW6y/view?usp=sharing | https://youtu.be/AhM3KlsfIEo | Teamwork Makes the Herding Cat | Whether a consortium’s catalog | Kate Coleman Liz Rudloff , Car | slides | recording |
| 2024 | Preconference | Acquisitions Boot Camp | Join Ruth and Samantha for a workshop on implementing and using Acquisitions. | Ruth Frasur Davis, Evergreen Indiana and ECDI; Samantha O’Connor, NC Cardinal | Acquisitions Boot Camp | Join Ruth and Samantha for a w | Ruth Frasur Davis, Evergreen I | ||||
| 2024 | Preconference | Redis and Beyond | In this session we’ll briefly recap the Redis project, review system administration for Redis-based Evergreen servers, and look ahead to new features that may be available to us once Redis is fully adopted by the community, including other uses for Redis and Redis-based Rust code I’ve been working on.. | Bill Erickson, King County Library System | Redis and Beyond | In this session we’ll briefly | Bill Erickson, King County Lib | ||||
| 2024 | Preconference | All About Scheduling Evergreen Upgrades and Training for your Library/Consortium | Upgrading Evergreen versions for your end users can be a daunting task. Have you worried about training reluctant staff in a new version? Have you stressed out about database upgrade scripts and database reingests? Are you terrified to leave the TPAC? Our panel will discuss every aspect of upgrades and how PaILS/SPARK PA, BC Libraries Cooperative, and Bibliomation approach these methods. We’ll talk about training materials, scheduling the upgrade, talking to end users about the importance of upgrades, providing the right documentation, and the technical aspects of the upgrade itself. | Gina Monti, Evergreen Systems Specialist, Bibliomation, Inc; Elizabeth Davis, Support & Project Management Specialist, PaILS/Spark; Jennifer Pringle, Co-op Support Training Lead, BC Libraries Cooperative | All About Scheduling Evergreen | Upgrading Evergreen versions f | Gina Monti, Evergreen Systems | ||||
| 2024 | Preconference | Data, Data, Everywhere | Protecting the right to privacy and confidentiality in library use is a bedrock principle of the library profession. As the administrators of our libraries’ integrated library systems, we are the gatekeepers of the software that contain a great deal of personally identifiable information on our users. What our some policies and best practices we can implement to ensure that right to privacy is protected? In this workshop, we will look at steps libraries and consortia can take to conduct a privacy audit, specifically against our Evergreen system and catalog. This is a participatory workshop where attendees will review recommended privacy guidelines against the policies and practices used in their organizations. This session will also include the building of a wishlist of Evergreen enhancements that would better support the privacy of our users. | Kathy Lussier, Executive Director, NOBLE | Data, Data, Everywhere | Protecting the right to privac | Kathy Lussier, Executive Direc | ||||
| 2024 | Keynote | Welcome and Keynote Address | Richard Littauer is an organizer of SustainOSS and the host of the Sustain Podcast. As a full-stack developer and open source community consultant, he has contributed to thousands of different open source projects, and worked with dozens of communities. He also likes birds. Richard will be speaking on sustainability in open source projects with time for Q&A after his presentation. | Richard Littauer | Welcome and Keynote Address | Richard Littauer is an organiz | Richard Littauer | ||||
| 2024 | Session | A Beginner’s Guide to Evergreen Permissions | A back-to-basics session that will go over how permissions and permission groups work in Evergreen, hopefully demystifying some of the many complexities of permissions. This session will cover topics such as creating permissions and permission groups, assigning permissions to users, and how depth and grantability work. | Susan Morrison, PINES Operations Analyst, Georgia Public Library Service | A Beginner’s Guide to Evergree | A back-to-basics session that | Susan Morrison, PINES Operatio | ||||
| 2024 | Session | Bins and Bags and Boxes: Resource Sharing Infrastructure and its Challenges | Join representatives from large consortia to discuss how library items move from location to location, and the implications of that infrastructure for Evergreen use. We will be joined by Galen Charlton to discuss new avenues of development in Evergreen to help the software better prioritize hold transits based on distance, time and costs. | Katie Greenleaf Martin, Executive Director Pennsylvania Integrated Library System (PaILS); Ruth Frasur Davis, Coordinator, Evergreen Indiana Library Consortium; Joe Knueven, Director, Wilmington Public Library; Galen Charlton, Implementation and IT Manager, Equinox Open Library Initiative | https://drive.google.com/file/d/1vssPt7bCJ1pII76NglYEvsf3PQoQ22cp/view?usp=sharing | Bins and Bags and Boxes: Resou | Join representatives from larg | Katie Greenleaf Martin, Execut | slides | ||
| 2024 | Session | Signed, Sealed, Delivered: Hold Targeter Geolocation Follow-up | In previous conference sessions, I presented about work that NC Cardinal was undertaking to implement geo-location services into Evergreen’s hold targeter. Since that time, we’ve rolled the code out into our production environment, entered in all of the new data that was required, and enabled the feature across the consortium. All of our holds are now having their potential targets chosen based on their physical distance from their pickup libraries and not by random chance. I would like to follow up on the effects that we’ve seen, our implementation process, and changes that needed to be made after reviewing our resource sharing process. | Llewellyn Marshall, NC Cardinal Admin/Developer at the State Library of North Carolina | Signed, Sealed, Delivered: Hol | In previous conference session | Llewellyn Marshall, NC Cardina | ||||
| 2024 | Session | Meet the List Maker | The List Maker is a homegrown tool that NOBLE libraries use to make all kinds of lists of bibliographic and item records, based on searches performed directly in the List Maker or starting with lists of barcodes, record IDs, or ISBNs, and also works titles selected in the catalog and added to baskets and buckets. The List Maker provides several types of output: HTML and JSON for adding to websites; Excel or CSV for collection analysis; and weeding, inventory and shelf checking items with Missing, Lost and other statues. It also creates and interacts with record and item buckets and carousels. Lists can be run once or set to run automatically on a regular schedule. It’s easy to use and popular with a wide variety of staff for all sorts of projects. The ListMaker code consists of a series of PHP scripts that provide both a front-end form and back-end functions to collect and validate user criteria, query the Evergreen database, and deliver the report in various formats to the user. Javascript validates form entries and dynamically changes the form as users make selections. Crontab entries run reports that have been designated to run periodically. We’re planning to share the code and hope that other systems will find it useful and help it grow! In this session, Elizabeth Thomsen will demonstrate how the List Maker works for various projects, and Martha Driscoll will go over the technical side of things and so you can try it yourself! | Elizabeth Thomsen, Member Services Manager, NOBLE; Martha Driscoll, Systems Manager, NOBLE | Meet the List Maker | The List Maker is a homegrown | Elizabeth Thomsen, Member Serv | ||||
| 2024 | Session | I’ll Have what MARC’s Having | We developed an alternate Regex-based MARC search and replace interface at King County. I’d like to demo the new interface, discuss some of the implementation details, and maybe take requests! | Bill Erickson, King County Library System | I’ll Have what MARC’s Having | We developed an alternate Rege | Bill Erickson, King County Lib | ||||
| 2024 | Session | Authorities in Evergreen: you can too! | Providing an introduction to the structure of an authority record, with demonstrations of searching for/editing/creating/linking authorities in Evergreen, and as much discussion as time allows on authority imports, templates, and workflows. | Jessica Efron, Cataloger, State Library of North Carolina | Authorities in Evergreen: you | Providing an introduction to t | Jessica Efron, Cataloger, Stat | ||||
| 2024 | Session | Using Aspen as your Evergreen OPAC | Join Rogan and Ruth to discuss the pros, cons, challenges and delights of using Aspen as an alternative discovery experience for library users. We will look at Evergreen specific considerations when implementing Aspen, share experiences from a large consortium implementation and collect feedback for the larger Aspen community. Bring your questions, ideas, and wish lists! | Ruth Frasur Davis, Evergreen Indiana and ECDI; Rogan Hamby, Equinox Open Library Initiative | https://drive.google.com/file/d/1sxn1Z1a9U-Q1ia75OBa5NkjC9UoaNq3x/view?usp=sharing | Using Aspen as your Evergreen | Join Rogan and Ruth to discuss | Ruth Frasur Davis, Evergreen I | slides | ||
| 2024 | Session | Series, Serials, Pieces and Parts | How does your library handle different types of serials? Do you always use serial records or do you use monograph records — there are pros and cons of each approach. Do you use parts to manage sets that individual libraries circulate differently? Hear two different approaches from to these issues from NOBLE and C/W MARS. | Elizabeth Thomsen, Member Services Manager, NOBLE; Carol Witt, Bibliographic Services Supervisor, C/W MARS | Series, Serials, Pieces and Pa | How does your library handle d | Elizabeth Thomsen, Member Serv | ||||
| 2024 | Session | Tip of the Iceberg: Uncovering Accessibility Issues through UI Testing | What looks like a small bug in the Evergreen user interface can actually be a larger issue underneath! Learn how little UI glitches can be clues to hidden accessibility problems that have big consequences. Bad alignment, weird colors, and unexpected pointer styles–no bug is too small to report. We’ll describe what to look for and discuss how these little details can add up to big problems for people with visual, mobility, or cognitive impairments. We’ll also demonstrate how to find these issues proactively with some five-minute accessibility tests that you can do using only your keyboard and a browser extension or two. | Jennifer Pringle, Co-op Support – Training Lead, BC Libraries Cooperative; Lena Hernandez, Product and Education Specialist, Equinox Open Library Initiative; Stephanie Leary, Front End Developer, Equinox Open Library Initiative | Tip of the Iceberg: Uncovering | What looks like a small bug in | Jennifer Pringle, Co-op Suppor | ||||
| 2024 | Session | On the Same Page: Standards, Expectations, and Automation in Consortium Catalog Training | Two years ago, Missouri Evergreen implemented a cataloging certification program using a pdf document, YouTube, and the test server. Although consortium catalogers were able to complete the process and earn their certifications the program was clunky – labor intensive and difficult to update along with software upgrades. In order to streamline the process and prepare for a bi-annual recertification process it was decided the program was in need of a complete overhaul. In this session I will discuss how we created our certification program, set standards, managed expectations, and automated the process with an LMS. | Liz Rudloff, Consortium Cataloger at Missouri Evergreen Consortium | On the Same Page: Standards, E | Two years ago, Missouri Evergr | Liz Rudloff, Consortium Catalo | ||||
| 2024 | Session | Building a Culture of Open Source Contribution | Community contributions are critical to the success and sustainability of the Evergreen project. Most of these contributions are expected to come from employees of Evergreen libraries, consortia and service providers, but other work responsibilities often take priority, leading to inconsistent work on the project. How can managers build a culture where open-source contributions are valued and encouraged? In this session, leaders from Bibliomation, Georgia PINES, and NOBLE will share their methods for encouraging staff to be active participants in the Evergreen community. Attendees are invited to bring their own tips and ideas for ensuring their organizations are actively working with the community. | Elizabeth McKinney, PINES Program Director, Georgia PINES; Carl DeMilia, Executive Director, Bibliomation; Kathy Lussier, Executive Director, NOBLE | Building a Culture of Open Sou | Community contributions are cr | Elizabeth McKinney, PINES Prog | ||||
| 2024 | Keynote | MarcEdit | Terry Reese will make a special appearance as an invited expert speaker to discuss the power of MarcEdit and how it can be used to streamline and enhance the care and maintenance of bib records in Evergreen. MarcEdit is a metadata suite that is used by tens of thousands of librarians annually from around the world. Find out more about Terry Reese and his work at reeset.net. | Terry Reese, Creator of MarcEdit; Head of Digital Initiatives for The Ohio State University Libraries | MarcEdit | Terry Reese will make a specia | Terry Reese, Creator of MarcEd | ||||
| 2024 | Session | New Features in Evergreen 3.11+ (The Ruth and Andrea Show version 5.0) | Come hear about all the latest & greatest in Evergreen with your favorite guides to the world of Evergreen, Andrea & Ruth, in their 5th annual rundown of new features. We’ll talk about what went into Evergreen for 3.11 and 3.12 in 2023, as well as what’s potentially coming in 2024 (which may also be the year for Evergreen 4.0!) We promise there will be lots of exciting screenshots and probably a few bad jokes. | Ruth Frasur Davis, Evergreen Indiana Library Consortium / Evergreen Community Development Initiative, Coordinator; Andrea Buntz Neiman, Equinox Open Library Initiative, Project Manager for Software Development & Product Specialist | https://drive.google.com/file/d/191G_kt7T1jPiB-iMybiEV-wInmQF9uLu/view?usp=drive_link | New Features in Evergreen 3.11 | Come hear about all the latest | Ruth Frasur Davis, Evergreen I | slides | ||
| 2024 | Session | Adventures in Running an Evergreen Support Desk | A panel discussion including representatives from four different Evergreen consortia and their support desk experiences. | Elizabeth Davis, Support and Project Management Specialist, PaILS; Terran McCanna, PINES Program Manager, PINES; Courtney Brown, NC Cardinal Systems Librarian, NC Cardinal; Daniel Guarracino, Automation Services Librarian, OWWL Library System | https://drive.google.com/file/d/12iwbSXF5Mv4g0vQbB2Ccr5-sYDVz96Xc/view?usp=sharing | Adventures in Running an Everg | A panel discussion including r | Elizabeth Davis, Support and P | slides | ||
| 2024 | Session | Batches, Baskets, Buckets, and Bookbags | Overview of the different ways to work with batches of items and bibs in Evergreen, including item status batches, item and record buckets, My Lists/Bookbags, and carousels with lots of examples, tips and tricks, and future development. | Elizabeth Thomsen, Member Services Manager, NOBLE | Batches, Baskets, Buckets, and | Overview of the different ways | Elizabeth Thomsen, Member Serv | ||||
| 2024 | Session | State of the Project / Developers’ Update | https://drive.google.com/file/d/1eHXFlPR0KwOPfCiH6UzSZnbYl0a_u47P/view?usp=sharing | State of the Project / Develop | slides | ||||||
| 2024 | Session | Modify a Million MARC a Month | In this presentation we’ll walk through the process we used to update 2.2 million bib records over the course of two months using database queries to identify records for editing, exporting with Evergreen, modifying with MarcEdit and then re-ingesting using the Blake Bib Magic ingest tool discussed at the last conference. We’ll discuss tips for finding records, things we’ve learned about using MarcEdit, how we do quality control on the records, and the reingest process. We’ll describe how this can be done without any special tools or technology for your instance of Evergreen or how you can reproduce what we’ve done. | Benjamin Murphy, NC Cardinal Program Manager | Modify a Million MARC a Month | In this presentation we’ll wal | Benjamin Murphy, NC Cardinal P | ||||
| 2024 | Session | Just a Bit of Git | If you’re reading this, you’re likely well acquainted with Evergreen, and you’ve likely heard talk about Git. Git is a powerful tool that is used to manage changes in the Evergreen code. Even if you don’t write code, or barely (or never) even look at code, having a basic understanding of what Git is, what it can do and how it applies to Evergreen can be valuable to anyone involved with the Evergreen community. In this session, we’ll take a few steps back from the command line and look at some broad concepts and basics to get you more familiar with the power and usefulness of git. | Michele Morgan, Systems Support Specialist, NOBLE | Just a Bit of Git | If you’re reading this, you’re | Michele Morgan, Systems Suppor | ||||
| 2024 | Session | Help Your Patrons Discover More with Evergreen and Aspen | In this panel presentation, libraries using Aspen Discovery will discuss topics such as why they chose to implement Aspen, what benefits patrons and libraries get from a discovery layer in addition to Evergreen, and feedback on Aspen from library patrons and staff. | Sierra Chastain-Rittue, Web Support Specialist, C/W MARS, Inc. Jordan Fields, Aspen Product Librarian, ByWater Solutions; Inge Kokidko & Elizabeth Hager, Porter County Public Library System (IN); Linda Kramer, Martin Luther College Library (MN); Lindsay Stratton & Allison Pryor, Westchester Library System (NY) | Help Your Patrons Discover Mor | In this panel presentation, li | Sierra Chastain-Rittue, Web Su | ||||
| 2025 | Preconference | An Overview of Notices for Local Admins | Join us stepping through how notices work from the types of action triggers to what happens after output is created. This program is aimed at people entirely new to action triggers and notices in Evergreen or local admins who would benefit from an understanding of how they work in more depth | Rogan Hamby, Data and Project Manager, Equinox Open Library Initiative; Steve Callender, Help Desk Manager, Equinox Open Library Initiative | https://evergreen-ils.org/wp-content/uploads/2025/05/Notices.pdf | An Overview of Notices for Loc | Join us stepping through how n | Rogan Hamby, Data and Project | slides | ||
| 2025 | Preconference | The Future of Community College Library Management: An Evergreen Success Story | This presentation will focus on how and why libraries migrated from their old library system to Evergreen. Furthermore, the session will discuss the advantages of this new system for making access to information more accessible for students, faculty, and staff. Finally, we will examine the opportunities for making more resources available to community college users through the Evergreen library management platform. | Richard Garafolo, Director of Library Services, Cleveland Community College; Libby Stone, Librarian, Cleveland Community College; Staci Wilson, Executive Director, Student Opportunities and Academic Resources, Catawba Valley Community College; Charles Wiggins, Director of Library Services, Isothermal Community College | https://drive.google.com/file/d/124Rpc1GCVyT9KlB0BXRwpNNWNHIU-dUF/view?usp=sharing | The Future of Community Colleg | This presentation will focus o | Richard Garafolo, Director of | slides | ||
| 2025 | Preconference | Building a better reporter through community collaboration | The much anticipated Angular version of Evergreen’s Advanced Reporter launched with Evergreen 3.13. The update brought … | Richard Garafolo, Director of Library Services, Cleveland Community College; Libby Stone, Librarian, Cleveland Community College; Staci Wilson, Executive Director, Student Opportunities and Academic Resources, Catawba Valley Community College; Charles Wiggins, Director of Library Services, Isothermal Community College | https://drive.google.com/file/d/1KH2g8vrjQ4LDsqV3AzMn_Zjyobxc9uUh/view?usp=sharing | https://youtu.be/gr4sll2QgaY?feature=shared | Building a better reporter thr | The much anticipated Angular v | Richard Garafolo, Director of | slides | recording |
| 2025 | Preconference | Developing and Implementing a Strategic Roadmap | Participants will explore the end-to-end process of strategic road mapping, including ideation, incorporating stakeholder feedback, and implementing actionable plans. Designed to be adaptable for both individual products and portfolios of technologies, this session will introduce proven approaches to align vision with execution. Attendees will leave with practical strategies to prioritize initiatives, engage stakeholders, and transform abstract ideas into clear, achievable roadmaps that drive results. | BJ Colvin, Director of Information Technology Services, King County Library System | https://drive.google.com/file/d/1_V5nf2gDT8zHkfiiRuNS1jiKAGQsMm-q/view?usp=sharing | https://youtu.be/L2bcNh5ZhRU?feature=shared | Developing and Implementing a | Participants will explore the | BJ Colvin, Director of Informa | slides | recording |
| 2025 | Session | Welcome and Keynote Address | True to our Mission: Libraries, Emerging Technologies, and the Road head | Nick Tanzi | https://drive.google.com/file/d/1yHAhCbv_bQzK-_eVwxcdwjYkUgUCs-0X/view?usp=sharing | https://youtu.be/W9muS3PGP3Y?feature=shared | Welcome and Keynote Address | True to our Mission: Libraries | Nick Tanzi | slides | recording |
| 2025 | Session | Fostering a Community for Collaborative Testing | Join a panel of Evergreen consortium staff to discuss the various ways they have cultivated a community for collaborative testing. We’ll discuss the methods and tools used to wrangle collaborative testing for bug squashing week, in house development and preparing for an upgrade. | Terran McCanna, PINES Program Manager, Georgia Public Library Service; Llewellyn B. Marshall V, NC Cardinal Developer, NC Department of Natural and Cultural Resources; Elizabeth Davis, Program Manager, Pennsylvania Integrated Library System | https://drive.google.com/file/d/1cZDftxcgWMtkg3tyOOFCl7q2mc7Yqis2/view?usp=sharing | https://youtu.be/e6E7syXKnTM?feature=shared | Fostering a Community for Coll | Join a panel of Evergreen cons | Terran McCanna, PINES Program | slides | recording |
| 2025 | Session | Batches, Baskets and Buckets | Overview of the different ways to work with batches of items and bibs in Evergreen, including item status batches, item and record buckets, and carousels and a tour of the complete rewrite of record buckets in Release 3.14. | Elizabeth Thomsen, Member Services Manager, NOBLE: North of Boston Library Exchange | https://drive.google.com/file/d/1eIj6KD-AjMmjsqoxzLQtV3pcN4dZMajB/view?usp=sharing | https://youtu.be/fLOSAivf4c4?feature=shared | Batches, Baskets and Buckets | Overview of the different ways | Elizabeth Thomsen, Member Serv | slides | recording |
| 2025 | Session | Sharing Data Securely | Sometimes Evergreen can’t do it all. In particular, data from the Evergreen database may need to be made available to other systems for reporting or other purposes. However, it is important to protect patron privacy and the confidentiality of library records. During this session, Galen Charlton, Implementation and IT Manager at Equinox Open Library Initiative, will discuss a number of techniques for getting the data that a third-party system needs from Evergreen – and only that data – over to it. | Galen Charlton, Implementation and IT Manager, Equinox Open Library Initiative | https://drive.google.com/file/d/178RBUQC3Cn9srScaYiDW0QWqaKLnXU6K/view?usp=sharing | https://youtu.be/Qq09uz9dZrY?feature=shared | Sharing Data Securely | Sometimes Evergreen can’t do i | Galen Charlton, Implementation | slides | recording |
| 2025 | Session | Getting the Most Out of Your Stat Cats (slides)|(video) | Statistical categories can enhance your patron and item data and allow you to collect statistics you otherwise couldn’t. They can also be a challenge to maintain as database access is needed when editing or deleting values. This session will look at ways stat cats can be used and report templates that can help. We’ll also go through the current limitations of stat cats and related bugs and what could be possible in the future. | Jennifer Pringle, Co-op Support – Training Lead, BC Libraries Cooperative | https://drive.google.com/file/d/1smdiB9PhK1-16XXY3ILfBesAg7iV7ZaW/view?usp=drive_link | https://youtu.be/xXVbx-Zw_E8?feature=shared | Getting the Most Out of Your S | Statistical categories can enh | Jennifer Pringle, Co-op Suppor | slides | recording |
| 2025 | Session | The Evergreen Project Board presents the 2025-2028 Strategic Plan | This session will introduce attendees to the strategic plan adopted by the Evergreen Project Board in January 2025, the work that went into creating it, and what it means for the Evergreen Project as an organization. | Ruth Frasur Davis | https://drive.google.com/file/d/1Z1O7w3Y4EfToguF_7B7zfa6cmCbAngdx/view?usp=drive_link | https://youtu.be/x9ejDN2fKu8?feature=shared | The Evergreen Project Board pr | This session will introduce at | Ruth Frasur Davis | slides | recording |
| 2025 | Session | Mastering Stakeholder Management: Aligning Perspectives for Success | Effective technology leadership requires more than technical expertise—it demands the ability to navigate diverse stakeholder perspectives and priorities. In this session, we will explore strategies to build rapport, gather meaningful feedback, and actively engage stakeholders in the design process. Attendees will also learn techniques to uncover the true needs behind stakeholder requests and translate them into actionable solutions. This session equips participants with tools to bridge the gap between technical possibilities and stakeholder expectations, fostering collaboration and delivering impactful outcomes. | BJ Colvin, Director of Information Technology Services, King County Library System | https://drive.google.com/file/d/1QvXw94JOS87_R3tDdeA8_s50A9tnA15B/view?usp=sharing | https://youtu.be/fZrY9RSAsEw?feature=shared | Mastering Stakeholder Manageme | Effective technology leadershi | BJ Colvin, Director of Informa | slides | recording |
| 2025 | Session | New and Next for Aspen Discovery and Aspen LiDA | Hundreds of Evergreen libraries use Aspen Discovery and LiDA as their primary patron-facing portal to library content. With monthly releases, Aspen is truly the most dynamic patron experience for libraries. Aspen’s forward momentum is made possible by the community of librarians working together to solve real-life challenges for their communities and patrons. In this presentation, the founding developer of Aspen and one of the first librarians to work on the project will discuss recently released features for Aspen, such as Cost Savings for Patrons, Library Year in Review, and Native Events in Aspen. We’ll also give a sneak preview of what libraries are planning for Aspen later in 2025 and answer any questions conference attendees have about Aspen. | Jordan Fields, Co-Founder and Librarian, Grove; Mark Noble, Co-Founder and Aspen Architect, Grove | https://drive.google.com/file/d/1lVPG60W1qO1Z9rd2Nvx-B06mn5QztT40/view?usp=drive_link | https://youtu.be/-0k7N1wckFI?feature=shared | New and Next for Aspen Discove | Hundreds of Evergreen librarie | Jordan Fields, Co-Founder and | slides | recording |
| 2025 | Session | Implementing the Kids’ Catalog | We will walk through the updated Bootstrap Kids’ Catalog (KPAC) and how to configure pre-set searches, lists, and links on the main page. | Terran McCanna, PINES Program Manager, Georgia Public Library Service | https://drive.google.com/file/d/1jHp6OBs8rFOYzumzGI_6ovzOS--VZtdn/view?usp=drive_link | https://youtu.be/AnS8KprRrrg?feature=shared | Implementing the Kids’ Catalog | We will walk through the updat | Terran McCanna, PINES Program | slides | recording |
| 2025 | Session | Show me the Money: Patron Bills in Evergreen | This session will cover how the Evergreen system handles patron billings and payments. We will start with a look at Fines, Fees and Grocery Bills. Then we’ll delve into Lost, Long Overdue and Damaged items. We’ll also look at payments and other ways that patron bills get resolved. And no session on patron bills would be complete without touching on Negative Balances! | Michele Morgan, Systems Support Specialist, NOBLE: North of Boston Library Exchange | https://drive.google.com/file/d/1NfZ-LsmgkdBOf-4UN0TOlji4TdXdwe5u/view?usp=drive_link | https://youtu.be/LpZJTkBy6Rk?feature=shared | Show me the Money: Patron Bill | This session will cover how th | Michele Morgan, Systems Suppor | slides | recording |
| 2025 | Session | What’s New at KCLS and Why I Love Open Source | A quick jaunt through fun stuff I’ve head the pleasure to work on over the last year at KCLS. | Bill Erickson, Software Development Engineer, King County Library System | https://youtu.be/yS_WcHnwSZM?feature=shared | What’s New at KCLS and Why I L | A quick jaunt through fun stuf | Bill Erickson, Software Develo | recording | ||
| 2025 | Session | New Features in Evergreen 3.14 and 3.15 — AKA Ruth and Andrea Show, Episode 6: Muppets in Space | The sixth edition of everyone’s favorite semi-chaotic overview of Evergreen’s latest and greatest! We will cover the highlights of Evergreen releases 3.14 (fall 2024) and 3.15 (spring 2025), along with at least one bad joke, a few memes, and maybe (but no promises) time for Q&A at the end. | Ruth Frasur Davis (ECDI); Andrea Buntz Neiman, (Equinox) | https://drive.google.com/file/d/1ivm3JxbhwcjTJKhcJq2EuwqL056aWmli/view?usp=sharing | https://youtu.be/MbFdFSPCDZ8?feature=shared | New Features in Evergreen 3.14 | The sixth edition of everyone’ | Ruth Frasur Davis (ECDI); Andr | slides | recording |
| 2025 | Session | Situation: There are 15 competing standards | OpenSRF, XML-RPC, JSON Gateway, unAPI, OpenSearch, and more. It seems like Evergreen has 14 different protocols and APIs for retrieving and manipulating data. Certainly we should develop a single mechanism that covers all use cases. In this session we will go over how the (currently forthcoming) OpenAPI infrastructure works with and for Evergreen, what use cases it is intended to fill, and how it can be extended quickly and easily to provide secure, audited access for 3rd party Evergreen integrators in new and exciting ways. New OpenAPI endpoints will be added, old ones will be improved, and we will learn how programmatic Evergreen access has moved into the modern era … of the 2010s. | Mike Rylander, R&D Manager, Equinox Open Library Initiative | https://drive.google.com/file/d/1sZH5RAdNcfXGaf2gFPj1HNAx3ljcPQo4/view?usp=sharing | https://youtu.be/5_fKFtHInoo?feature=shared | Situation: There are 15 compet | OpenSRF, XML-RPC, JSON Gateway | Mike Rylander, R&D Manager, Eq | slides | recording |
| 2025 | Session | Inclusive Cataloging: one step at a time | Members of Evergreen consortia will discuss how they have worked to make their catalogs a bit more inclusive (one step at a time!) through incorporating additional options for subject headings and call number organization schemes. This panel discussion will include information about how to undertake some of these projects in Evergreen, as well as incorporating time for the audience to ask questions and share projects from their libraries as well. | Katie Greenleaf Martin, Executive Director, PaILS; Jacob Ingalls, Copy Cataloger, Albright Memorial Library, PaILS; Matthew Vasquez Jaquith, Technical Services Supervisor, Springfield City Library; Jennifer Weston, Product and Education Manager, Equinox Open Library Initiative; Carol Witt, Bibliographic Services Supervisor, C/W MARS | https://drive.google.com/file/d/1XZ6l36am1FYwlVkjCj71LTtav5jg8Ijo/view?usp=drive_link | https://youtu.be/fqvfBKXGqSo?feature=shared | Inclusive Cataloging: one step | Members of Evergreen consortia | Katie Greenleaf Martin, Execut | slides | recording |
| 2025 | Session | Guided Aspen Opportunities in a World of Pure Imagination | Join Lena and library partners to talk about Aspen staff admin possibilities and how to approach Aspen training and learning incrementally for successful rollout and informed practical customizations. We will discuss additional features that can be rolled out over time after initial implementation. Presentation will include tips to avoid being inundated by options and instead optimize the adaptability of Aspen to fit your library’s culture and needs. | Lena Hernandez, Product and Education Specialist, Equinox Open Library Initiative | https://drive.google.com/file/d/1ESXgLc66YSREm3hdmv62Wt0bhdSD2W8t/view?usp=sharing | https://youtu.be/I93YMd_zJKE?feature=shared | Guided Aspen Opportunities in | Join Lena and library partners | Lena Hernandez, Product and Ed | slides | recording |
| 2025 | Session | Angular Staff Catalog Tool Update: Reviewing the Holdings Editor (again) and Introducing New Record Buckets | Join us to take a look at changes in the new (& improved) Angular Staff Catalog with a special emphasis on the evolving Holdings Editor and new functionality for Record Buckets. | Elizabeth Thomsen, Member Services Manager, NOBLE: North of Boston Library Exchange; Carol Witt, Bibliographic Services Supervisor, C/W MARS | https://drive.google.com/file/d/1dTF_POFZLATxpromAQY9V88hClqxOBjA/view?usp=sharing | https://youtu.be/nyBb1a1eUTo?feature=shared | Angular Staff Catalog Tool Upd | Join us to take a look at chan | Elizabeth Thomsen, Member Serv | slides | recording |
| 2025 | Lightning | Development Wish List (Large and Small) | Stephanie Leary, Equinox | https://drive.google.com/file/d/12HuL--jGQA5VtMdt9Sj5U6UF1SwZyVhO/view?usp=sharing | Development Wish List (Large a | Stephanie Leary, Equinox | slides | ||||
| 2025 | Lightning | The (Ever)Green Pages: Who does what around here, anyway? | Andrea Buntz Neiman, Equinox | https://drive.google.com/file/d/17wDFBpx0yymhTlIUR90J_2T_c24YI8VJ/view?usp=sharing | The (Ever)Green Pages: Who doe | Andrea Buntz Neiman, Equinox | slides | ||||
| 2025 | Session | State of the Project | Galen Charlton, Equinox Open Library Initiative, TEP Board President | https://drive.google.com/file/d/13B7EfYZgoEgCKLmHFfXMPUmQzzuTzEnX/view?usp=sharing | https://youtu.be/B-Ww59X_BoE?feature=shared | State of the Project | Galen Charlton, Equinox Open L | slides | recording | ||
| 2025 | Session | Developers’ Update | Galen Charlton, Equinox Open Library Initiative, TEP Board President | https://drive.google.com/file/d/1TSOCzC-8s4r0QlOZ7NF8_AGV6K-gx0bR/view?usp=sharing | https://youtu.be/B-Ww59X_BoE?feature=shared | Developers’ Update | Galen Charlton, Equinox Open L | slides | recording | ||
| 2025 | Session | Making It Real: Preparing for BIBFRAME in Evergreen | This presentation will introduce a framework for exploring the status of BIBFRAME in public libraries, examine the economics of transitioning towards BIBFRAME, discuss how to support and train staff on new workflows, and identify the technological challenges and opportunities. This will be informed by research that Equinox is performing in partnership with the King County Library System (WA). While BIBFRAME has been discussed for the past 12 years as the culmination of efforts to replace the MARC format, public libraries have had minimal representation on the task forces that developed it. BIBFRAME is now at the point where public libraries must prepare for this change or risk having the long-term future of public library metadata be decided elsewhere. The presentation will also discuss specific ways that Evergreen can start to make use of metadata that originates from BIBFRAME. | Galen Charlton, Implementation and IT Manager, Equinox Open Library Initiative; BJ Colvin, Director of Information Technology Services, King County Library System; Jennifer Weston, Product and Education Manager, Open Library Initiative | https://drive.google.com/file/d/1ekzMtdX5LfqVMzc_LHoKWVa2q321pCIR/view?usp=sharing | https://youtu.be/OMUn1MCKq1U?feature=shared | Making It Real: Preparing for | This presentation will introdu | Galen Charlton, Implementation | slides | recording |
| 2025 | Session | Cataloging Non-English Materials | Looking for way to improve discoverability for your non-English materials? Join our panel of technical services staff from various SPARK member libraries as they share how they catalog their non-English collections. The panel will discuss their choices on how to catalog to increase discoverability while working within the framework of Evergreen. Learn strategies for balancing community needs with staff capabilities, especially when staff may not be familiar with the language. | Leslie Gaines, Bibliographic Services Manager, Berks County Public Libraries; Jacob Ingalls, Copy Cataloger, Lackawanna County Library System; Natalie Arnold, Assistant Director, Lower Macungie Library; Elizabeth Davis, Program Manager, Pennsylvania Integrated Library System | https://drive.google.com/file/d/15t4QHUANr_LDcmn5MXcIUJ-rbsowY0Kw/view?usp=drive_link | https://youtu.be/3fduBNTc2pg?feature=shared | Cataloging Non-English Materia | Looking for way to improve dis | Leslie Gaines, Bibliographic S | slides | recording |
| 2026 | Preconference | Leadership: Planning for the Future of our Systems, People, and Open-Source Projects | This 2026 Evergreen Pre-conference session invites leaders at all levels of the organization into a facilitated, participatory conversation about planning for the future of our systems, our people, and the open-source projects we steward together. Grounded in real leadership challenges, the session will explore how emerging technologies, especially AI, are reshaping decision-making, sustainability, governance, and values within library and consortium environments. Participants will reflect on near- and long-term strategy, share perspectives across roles and experience levels, and collectively surface questions, opportunities, and risks that should inform Evergreen’s future direction. The focus is not on arriving at a single answer, but on strengthening our shared leadership capacity to navigate uncertainty with intention, curiosity, and collaboration. | BJ Colvin, Director of Information Technology Services, King County Library System | Leadership: Planning for the F | This 2026 Evergreen Pre-confer | BJ Colvin, Director of Informa | ||||
| 2026 | Preconference | Carrying Both Ends of the Conversation: How to Develop for Both Aspen Discovery and Evergreen | “Evergreen and Aspen Discovery work great together, but the integration can always be improved. However, in order to improve that integration, it can be really convenient to be able to fully control both sides. During this session, Galen Charlton will guide participants through how to set up and use a development environment to code for both Evergreen and Aspen Discovery simultaneously. In the course of the pre-conference, at least one actual integration improvement will be made. Participants will also have an opportunity to work on selected “bite-size” integration improvements. Participants should be comfortable with the Linux command line and have at least some experience with coding. | Galen Charlton, Equinox Open Library Initiative | Carrying Both Ends of the Conv | “Evergreen and Aspen Discovery | Galen Charlton, Equinox Open L | ||||
| 2026 | Preconference | Getting Started in EG Dev – DIG Hackfest | Getting Started in EG Dev – DIG Hackfest | Presenters: Jane Sandberg, Community Member; Bill Erickson, King County Library System | Getting Started in EG Dev – DI | Getting Started in EG Dev – DI | Presenters: Jane Sandberg, Com | ||||
| 2026 | Preconference | Two Roads to Enlightenment: Journeys in Strategic Planning from Two Library Consortia | Join two library consortium leaders in a retrospective of their strategic planning processes. Each organization chose a different path for creating their plans; Evergreen Indiana developed their plan with the help of a consultant, while C/W MARS formed committees to take on the work. You will hear about why each organization chose their approach, how they gathered the information to create their plans, how the plans were written, and lessons learned along the way. This is a 90 minute session. | Courtney Brown, Evergreen Indiana Library Consortium; Jeanette Lundgren, C/W MARS, Inc. | Two Roads to Enlightenment: Jo | Join two library consortium le | Courtney Brown, Evergreen Indi | ||||
| 2026 | Preconference | Taming Evergreen | Ever wanted to edit Evergreen yourself? Now you can! With this simple step by step guide, you will have everything you need. Come join us won’t you? We’ll go over the steps for setting up the Evergreen server on your computer. We will go over editing the Evergreen documentation as well as the Evergreen server application. You will be able to see your changes live! We’ll focus on Windows environment, though these techniques can be applied to a Linux OS. | Blake Graham-Henderson, MOBIUS | https://slides.mobiusconsortium.org/blake/evergreen_hack_class/#/ | Taming Evergreen | Ever wanted to edit Evergreen | Blake Graham-Henderson, MOBIUS | slides | ||
| 2026 | Keynote | Keynote: Heidi Daniel | Heidi Daniel took the helm as Executive Director of King County Library System (KCLS) in March 2024, bringing a wealth of experience and a passion for innovation. With 50 community libraries KCLS, serves over 1.6 million people and is the third-highest digital circulating library system in the world. Daniels’ career began with transformative children’s and teen programming in Oklahoma City and Houston, before she ascended to library administration. Prior to joining KCLS, Daniel led the Enoch Pratt Free Library for over six years, where she championed accessibility by eliminating fines, making it one of the first public library systems on the East Coast to do so. Under her leadership, the Enoch Pratt Library in Baltimore was celebrated as one of the “Nicest Places in America” by Good Morning America and Reader’s Digest. Daniel has received numerous accolades, including the Maryland Most Admired CEOs award in 2023 and Ohio Librarian of the Year in 2015.At KCLS, Daniel aims to build upon its strong foundation with innovative and inclusive strategies, reflecting her dedication to making libraries vital community resources accessible to all. | Heidi Daniel – Executive Director King County Library System | Keynote: Heidi Daniel | Heidi Daniel took the helm as | Heidi Daniel – Executive Direc | ||||
| 2026 | Session | Board/Membership Meeting | Board/Membership Meeting | The Evergreen Project Board | https://drive.google.com/open?id=1NJ23nV65ni3ft0MP640i4BkfEmcbqSII&usp=drive_copy | Board/Membership Meeting | Board/Membership Meeting | The Evergreen Project Board | slides | ||
| 2026 | Session | Foundational Tools: An Overview of Evergreen Project Infrastructure | A great tool such as Evergreen is built on the strength of other infrastructure, both human and technical. During this session, Galen Charlton will provide an overview of all of the tooling that exists to support the growth of Evergreen, both as a piece of software and as a community. These tools support communications, development, documentation, and internationalization. Attendees will leave the presentation knowing what is available to them to help them contribute to Evergreen as well as who to ask if they have questions. | Galen Charlton, Equinox Open Library Initiative | Foundational Tools: An Overvie | A great tool such as Evergreen | Galen Charlton, Equinox Open L | ||||
| 2026 | Session | Inventories are the mothers of retention: Inventorying collections in Evergreen | Inventories can be a fruitful but fearful undertaking for library and support staff alike, especially if there are no recent models to follow. This presentation will cover how I devised and managed a full inventory of a 100,000 item collection as the technical services librarian in a midsized public library. It will include how to configure Evergreen options for inventories and what other tools I used to track our progress and double-check our work. I will also cover practical considerations such as the benefits of an inventory compared to its cost in manpower and time. | Chris Amorosi, NOBLE | https://drive.google.com/open?id=1fQlOPOf6M5Xv4XmLPIRFPUycFOoVEG1m&usp=drive_copy | Inventories are the mothers of | Inventories can be a fruitful | Chris Amorosi, NOBLE | slides | ||
| 2026 | Session | Lost in Translation: Decoding and fixing EDI error messages | In this session, we’ll look at the Evergreen EDI process in general before diving into real EDI messages and how they correspond to settings in Evergreen. Whether you’re trying to provide a vendor with specific data to meet your library’s unique needs or you’re struggling to interpret a cryptic error message, this session will give some tips and ideas for understanding these messages. We’ll look at how to analyze the messages you’re sending and receiving, ensuring that the correct data always ends up in the correct place. | Tiffany Little, PINES | https://drive.google.com/open?id=1QF_xXXs7KoNbV7UQy6iGuXVk6zRHVMQV&usp=drive_copy | Lost in Translation: Decoding | In this session, we’ll look at | Tiffany Little, PINES | slides | ||
| 2026 | Session | Using Reports to Aid in Collection Development | This will be an introduction to the Evergreen Reporter with a special emphasis on running reports for Collection Development for a general audience with little experience in reports. We will discuss the basics of selecting display fields, setting filters, and choosing the tables and core sources most relevant to collection development. By the end of the session, participant should be able to produce an item report by shelving location with circulation numbers for weeding purposes. Handouts and/or digital supplementary materials will provide help setting up a reports account and further guidance on creating and running additional reports related to collection management. | Samantha O’Connor, NC Cardinal/State Library of North Carolina | https://drive.google.com/open?id=1HSSaxcmz22J4iAZ_-30s8H_GJIyMeOmG&usp=drive_copy | Using Reports to Aid in Collec | This will be an introduction t | Samantha O’Connor, NC Cardinal | slides | ||
| 2026 | Session | Creating and Updating MARC Authority Records | Does your organization use Evergreen authorities? Do you have material by authors, creators, and compilers without official Library of Congress Name Authority Headings? Perhaps you have a collection of local history items that require more specialized Subject Authority Headings than are available through standard authority sources? This session will review how to create more robust MARC authority records in Evergreen, including heading, tracing, source data and notes, and linking entry fields. | Carol Witt, C/W MARS | https://drive.google.com/open?id=1qf33JSkoRtsFFKpGYkSk8t1wFey7uZA3&usp=drive_copy | Creating and Updating MARC Aut | Does your organization use Eve | Carol Witt, C/W MARS | slides | ||
| 2026 | Session | Small SIPS: privacy protections for ILS patron data | C/W MARS discusses their strategic journey and steps they have taken to add more privacy protections for patron ILS data. This presentation will provide a brief history of data privacy initiatives and offer an overview of SIP and the importance of taking control of data shared with third parties. It will include technical aspects of securing SIP communications through TLS/SSL and redacting patron data not needed for authentication for third-party platforms. | Jeanette Lundgren, Chris Hancock, & Jason Stephenson, C/W MARS | https://drive.google.com/open?id=1Xe0nOCd6Bd_TZTElbxsH2yrjKPm360D1&usp=drive_copy | Small SIPS: privacy protection | C/W MARS discusses their strat | Jeanette Lundgren, Chris Hanco | slides | ||
| 2026 | Session | Center Stage – Angular Circulation – What is it? | If you’re hearing a lot, or even just a little, about Angular Circulation and wondering “What does that really mean?” then this presentation is for you. This is not a technical presentation. This is an introductory session to provide a description of what Angular is, how it is changing the way we interact with the staff interface, and demonstrate some of the changes that have already been implemented. For years the Evergreen community and its valiant developers have been working to convert Evergreen’s code to the more modern Angular application framework. Many of the Evergreen functions have already been updated and the focus is now on Circulation which will affect us all. Join us for this discussion so the next time you hear “angularize” you’ll know good things are happening (and maybe be inspired to participate in Angular Circulation testing). | Michele Morgan, NOBLE; Bill Erickson, King County Library System | https://drive.google.com/open?id=1hxESsgbwXxQCFPQ3UE--QZcG7vZGZYpY&usp=drive_copy | Center Stage – Angular Circula | If you’re hearing a lot, or ev | Michele Morgan, NOBLE; Bill Er | slides | ||
| 2026 | Session | Angles on Angular Circulation | Circulation is going Angular! Many functions in Evergreen have already been rewritten in the Angular framework. The Evergreen Community has set a goal of moving circulation functions to Angular in the Fall 2026 release of Evergreen. In this session we will take a tour of the new circulation interfaces and review ways that all Evergreen community members can contribute to a smooth transition. | Michele Morgan, NOBLE | https://drive.google.com/open?id=1JazawJpg2I7UhlUASjQKxfd_EG7m5FDn&usp=drive_copy | Angles on Angular Circulation | Circulation is going Angular! | Michele Morgan, NOBLE | slides | ||
| 2026 | Session | From “Huh?” to “Aha!”: Making Training Programs That Click | Turnover. New employees. Refreshers. We all know WHY training is so necessary, but how do we make it not so daunting or boring, and maybe even fun? In this session, we will discuss training of all types, ranging from in-person to asynchronous and several options in between. Join us as we talk about how we successfully implemented a training certification program that covers nearly 80 libraries across the state, whose size ranges from larger regional libraries to single-branch systems, and how we keep those trainings up-to-date, engaging, and consistent. | Kate Coleman, Missouri Evergreen | From “Huh?” to “Aha!”: Making | Turnover. New employees. Refre | Kate Coleman, Missouri Evergre | ||||
| 2026 | Session | Developers aren’t mind readers: How to write requirements, use cases, and user stories | So, you want to commission some Evergreen development! That’s great, but, how do you communicate with developers? Translating between “librarian” and “techie” can be tricky. Writing clear requirements, use cases, and user stories is a skill and it’s one you can learn. When you learn to think of your projects in these frameworks, you’ll help developers and project managers better understand your needs and ensure you’re getting what you want out of a development project. | Andrea Buntz Neiman, Equinox Open Library Initiative | https://drive.google.com/open?id=1NsV-G9UGbvw-7X10XzXM3K2t4vhpIier&usp=drive_copy\ | Developers aren’t mind readers | So, you want to commission som | Andrea Buntz Neiman, Equinox O | slides | ||
| 2026 | Session | Building Together: How Collaboration Elevates Development | So you have a great development idea to improve Evergreen – what are your next steps? It may be easiest for your organization to contract with a developer, leaving them with the details of developing something that meets your needs and getting the enhancement into the community. However, this method may not be the best or most cost-effective way to sponsor an enhancement that works for a wide variety of Evergreen libraries. Community collaboration at the early stages of a project can turn a project that works for a handful of libraries into something that addresses the needs of many. In this session, NOBLE Executive Director Kathy Lussier, who has shepherded more than 50 projects through the development process, will share tips on how to manage a development project and find co-funders, provide guidance on how to find a vendor either through a competitive procurement or other process, and lead a discussion on how we can build collaboration around these sponsored development projects. | Kathy Lussier, NOBLE | Building Together: How Collabo | So you have a great developmen | Kathy Lussier, NOBLE | ||||
| 2026 | Session | Holding It Together: How PINES Refined Resource Sharing for a Sustainable Future | In 2025, the PINES consortium faced a critical challenge: increased patron demand and rising courier costs were quickly outpacing stagnant budget allocations. In order to cut costs without reducing service to patrons, PINES had to make difficult decisions and implement a strategic shift in hold fulfillment to prioritize local collections and reduce statewide transits. In this session, we will share the data-driven rationale behind these changes, the process of technical implementation, and the communication strategies used to manage patron expectations. We’ll also provide an honest look at how our team and consortium collaborated during a stressful year to reevaluate processes, navigate change fatigue, and secure a sustainable future for Georgia’s PINES libraries. | Terran McCanna & Susan Morrison, PINES | https://drive.google.com/open?id=1Dj5ZM1tuS7yTXGNDVuMXDrH2Nw_qzY4d&usp=drive_copy | Holding It Together: How PINES | In 2025, the PINES consortium | Terran McCanna & Susan Morriso | slides | ||
| 2026 | Session | Administering Evergreen The PINES Way | A technical overview of PINES, including a history of how we got to where we are. Technical focus but also useful for non-technical attendees. | Chris Sharp, PINES | https://drive.google.com/open?id=1wn4tcOq2lspK2HMJri7u79rs-Qs-x788&usp=drive_copy | Administering Evergreen The PI | A technical overview of PINES, | Chris Sharp, PINES | slides | ||
| 2026 | Session | Catalog Searching Skills: The Next Level | Leave the basic search bar behind and join a session led by catalogers to seek out new adventures! Learn new and different ways to search in Evergreen and transform how you interact with your search results. We’ll explore a wealth of search tabs, fields, facets, filters, checkboxes, and templates while highlighting customization possibilities and celebrating local search preferences. | Jennifer Weston, Equinox Open Library Initiative, and Kate Coleman, Missouri Evergreen | https://drive.google.com/file/d/1JJpjJkmmHlwpfwoGlN143eyPsp_7Vnhr/view?usp=sharing | Catalog Searching Skills: The | Leave the basic search bar beh | Jennifer Weston, Equinox Open | slides | ||
| 2026 | Session | From Opt-In to Opt-Out: Opt-In Notification Settings in Evergreen and the Quest for Clarity | Bibliomation staff members will discuss our recent experience diving into opt-in settings for notifications in Evergreen as part of our integration with a new SMS service. We will present our findings into this exploration, and present ideas about how opt-in settings could be improved to make them easier for end users to understand, and for developers and third-party services to take advantage of. We’ll end with an open discussion with input from session attendees about these ideas, and gather feedback in hopes to create a plan for future development. | Ian Skelskey, Bibliomation, Inc. | https://drive.google.com/open?id=1_MCBASMm1BPU-vU7JufGuW6Ztz2mMEYT&usp=drive_copy | From Opt-In to Opt-Out: Opt-In | Bibliomation staff members wil | Ian Skelskey, Bibliomation, In | slides | ||
| 2026 | Session | Many Paths To Go Down: A Comparison of Evergreen and Aspen Indexing | A core aspect of any ILS or discovery layer is its indexing and search engine. Search engines can be a black box, but during this session, Galen Charlton will explain how they work by comparing how Evergreen and Aspen Discovery approach the problem. The comparison will cover the two systems’ core search infrastructure and assumptions, how indexing is configured, and how it performs. Attendees will leave the session with an understanding of the strengths and weaknesses of the two systems’ approaches to the problem of library search. | Galen Charlton & Mike Rylander, Equinox Open Library Initiative | Many Paths To Go Down: A Compa | A core aspect of any ILS or di | Galen Charlton & Mike Rylander | ||||
| 2026 | Session | Feeling Ruth-less: New Features in Evergreen (AKA, The Andrea and Katie Show: Pilot Episode) | Everyone’s favorite annual overview of Evergreen features has a new team at the helm! Join the Andrea and Katie Show for our pilot episode, as we take you through the highlights of the most recent Evergreen releases. (Sci-fi jokes included…) | Andrea Buntz Neiman, Equinox Open Library Initiative & Katie Greenleaf Martin, PaILS/SPARK | https://drive.google.com/open?id=12kxv0YR4Lnk4vs5rADg2b0cu4DIU2gz8&usp=drive_copy | Feeling Ruth-less: New Feature | Everyone’s favorite annual ove | Andrea Buntz Neiman, Equinox O | slides | ||
| 2026 | Session | Data, Dashboards, and More! | CW MARS has used the data visualization tool Metabase to offer interactive dashboards and reports to their libraries for several years. Join us as we take a look at what we’ve created and chat about how our libraries utilize their dashboards, as well as how the pages are built and maintained and Metabase is managed. The presentation may contain some discussion around SQL and server maintenance but is mainly designed with a general audience in mind. | John Amundson & Jason Stephenson, CW MARS | https://drive.google.com/open?id=1MWIIu71_1up50aULykxWP7bXQ_DBoHbv&usp=drive_copy | Data, Dashboards, and More! | CW MARS has used the data visu | John Amundson & Jason Stephens | slides | ||
| 2026 | Session | Streamlining Patron Registration at KCLS | At KCLS we’re working to streamline the patron registration process so new users can more quickly and easily access digital and physical materials. The project entails creating a new user interface both to guide users through the registration options and to provide a more modern and accessible point of contact. This talk will focus primarily on the technology choices and lessons learned along the way. | Bill Erickson, King County Library System | Streamlining Patron Registrati | At KCLS we’re working to strea | Bill Erickson, King County Lib | ||||
| 2026 | Session | Beyond the Spreadsheet: Why and How to start using Acquisitions | A successful Acquisitions setup starts with the end in mind. Instead of just learning what to click, this session focuses on how your desired reporting and workflow goals should dictate your configuration. We will walk through the strategic decisions behind setting up providers and fund hierarchies by working backward from the information you need to track. Attendees will learn how to transition from manual spreadsheets to an Evergreen workflow that still fits their library’s needs. | Tiffany Little, PINES | https://drive.google.com/open?id=1i7Kiqx_p90A3zk5FK4vi5cXHUPTiVSjp&usp=drive_copy | Beyond the Spreadsheet: Why an | A successful Acquisitions setu | Tiffany Little, PINES | slides | ||
| 2026 | Session | Batches, Baskets, Buckets | Learn about the different ways to work with batches of items and bibs in Evergreen, including item status batches, item buckets, baskets in the staff catalog, record buckets, and carousels. | Elizabeth Thomsen, NOBLE | Batches, Baskets, Buckets | Learn about the different ways | Elizabeth Thomsen, NOBLE | ||||
| 2026 | Session | Spatial is Special – helping PA libraries understand where their patrons are coming from | The Pennsylvania Integrated Library System received a grant to provide accurate municipal (township, borough and city) and school district data for its libraries. Equinox Open Library Initiative partnered with PaILS to create a tool that geocodes patron addresses and updates the relevant statistical categories — making this data available via the Reports module for all PaILS libraries. We’ll discuss the reasons this data is so important to PA libraries, provide an overview of the software and services used to generate the data and chat about tools and techniques you can use to leverage geospatial data to meet your consortium’s needs. | Katie Greenleaf Martin, PaILS/SPARK, Galen Charlton, Equinox Open Library Initiative | https://drive.google.com/open?id=1vg2jNCBy4GerR6f3WlmfYdy7fdRrkYYr&usp=drive_copy | Spatial is Special – helping P | The Pennsylvania Integrated Li | Katie Greenleaf Martin, PaILS/ | slides | ||
| 2026 | Session | Built to Last: What the Grateful Dead Can Teach Us About Successful Open-Source Communities | Long before the start of the Free Software Movement, the psychedelic rock band the Grateful Dead was laying the groundwork by demonstrating that organizations can experience financial success even as they are freely sharing their work. The culture of sharing among Deadheads continued through the years as many became early adopters of the Internet and advocates for digital rights. In this presentation, we will learn about the history of this band, its community of Deadheads and the values they share with open-source software communities. We’ll also consider how the band’s experience can provide guidance on how our own project supports the software and encourages growth in the community. | Kathy Lussier, NOBLE | Built to Last: What the Gratef | Long before the start of the F | Kathy Lussier, NOBLE |