2019 Programs and Schedule

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Evergreen International Conference 2019
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Printable Conference Program (PDF)

Wednesday | Thursday | Friday | Saturday

Wednesday, April 24

9 a.m. to Noon

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, Anderson County Library, SC LENDS

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, Project and Data Analyst, Equinox Open Library Initiative

Developer’s Hackfest

Documentation Hackfest

Noon – 1:30 p.m.


1:30 p.m. to 4:30 p.m

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, Implementation Project Manager, Equinox Open Library Initiative; Angela Kilsdonk, Product and Education Manager, Equinox Open Library Initiative

Cronscript.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, ILS Manager, CW MARS

Developer’s Hackfest

Documentation Hackfest


Evergreen Oversight Board / The Evergreen Project Board Meeting

Thursday, April 25

7:30 a.m. to 9:00 a.m


8:00 a.m. to 8:45 a.m

Interest Group: Student Success

  • Jane Sandberg, Electronic Resources Librarian, Linn-Benton Community College

Interest Group: Cataloging

  • J. Elaine Hardy, PINES and Collaborative Projects Manager, Georgia Public Library Service; Jennifer Weston, Technical Services Manager, NC Cardinal

9:00 a.m. to 9:30 a.m

Welcome and Announcements

9:30 a.m. to 10:30 a.m


  • Ather Sharif, PhD Student at the University of Washington, Software Engineer at Comcast, and Founder and Researcher at EvoXLabs

10:30 a.m. to 10:55 a.m

Morning Break

10:55 a.m. to 11:45 a.m

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

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, Evergreen Indiana Coordinator, Evergreen Indiana

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

11:45 a.m. to 1:30 p.m

Lunch Break

1:30 p.m. to 2:00 p.m

Lightning Talks
Sign Up for Thursday or Friday Here

2:10 p.m. to 3:00 p.m

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, PINES and Collaborative Projects Manager, Georgia Public Library Service; Mike Pyland Chief Technology Officer, RBmedia / Recorded Books, Inc.

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

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

3:00 p.m. to 3:50 p.m

Afternoon Break and Vendor Showcase

4:00 p.m. to 4:50 p.m

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

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, Services Manager, Emmaus Public Library; Mark Sullivan

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, PINES Services Specialist, Acquisitions, Georgia Public Library Service

6:30 p.m. to 8:30 p.m


Friday, April 26

7:30 a.m. to 9:00 a.m


8:00 a.m. to 8:45 a.m

Interest Group: Circulation

  • Diane Disbro, Circulation Coordinator, Scenic Regional Library

Interest Group: Serials

  • Erica Rohlfs, Equinox Open Library Initiative

Interest Group: Documentation

  • Jane Sandberg, Linn-Benton Community College

9:00 a.m. to 9:30 a.m

Update from The Evergreen Project Board

9:40 a.m. to 10:30 a.m

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!
  • Angela Kilsdonk, Product and Education Manager, Equinox Open Library Initiative; Katie Greenleaf Martin, County Coordinator, Blair County Library System

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

Cataloging Comics and Manga in Evergreen

  • 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, Data and Project Analyst, Equinox Open Library Initiative; Meg Stroup, Cataloging Coordinator, SC LENDS

10:30 a.m. to 10:55 a.m

Morning Break

10:55 a.m. to 11:45 a.m

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, Circulation Manager, Scranton Public Library; Sylvia Orner, Head of Technical Services, Scranton Public Library

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, Implementation and Services Manager, Equinox Open Library Initiative

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, Project Manager for Software Development at Equinox Open Library Initiative

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!
  • Kate Coleman, Cataloger, Jefferson County Library; Ron Eifert, Director and Cataloger, Sikeston Public Library; Blake Graham-Henderson, Evergreen Programmer, MOBIUS

11:45 a.m. to 1:30 p.m

Lunch Break

1:30 p.m. to 3:20 p.m

The Usual Suspects : Deduplicating Bibliographic Records

  • 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, Project and Data Analyst, Equinox Open Library Initiative

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

Consortium Leaders Round Table

  • Elizabeth McKinney, PINES Program Director, Georgia Public Library Service

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, Project Manager for Software Development at Equinox Open Library Initiative; Bill Erickson, Software Development Engineer at King County Library System

3:20 p.m. to 3:40 p.m

Afternoon Break

3:40 p.m. to 4:10 p.m

Lightning Talks
Sign up for Thursday or Friday here

4:15 p.m. to 5:05 p.m

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, Library Director, Eastern Monroe Public Library; Ann Shincovich, Library Director, Pocono Mountain Public Library

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, Head of IT, Anderson County Library, SCLENDS

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, County Coordinator, Blair County Library System; Heather Lindskold, Administrative Assistant, Altoona Area Public Library; Rebekah Garrety, Digital Services Librarian, York County Libraries; Christina Thomas, Circulation Manager, Albright Memorial Library

6:15 p.m.

Dine Arounds

8:15 p.m.

Pub Crawl

Saturday, April 27

7:30 a.m. to 9:00 a.m


8:00 a.m. to 8:45 a.m

Interest Group: Acquisitions

  • Tiffany Little, PINES Services Specialist, Acquisitions, Georgia Public Library Service

Interest Group: Systems Administrators

  • Chris Sharp, PINES System Administrator, Georgia Public Library Service

9:00 a.m. to 10:00 a.m

Developer Update

10:00 a.m. to 10:30 a.m


10:30 a.m. to 11:30 a.m

Future of Evergreen Brainstorming Session

Facilitators: Jason Boyer, Evergreen Indiana, Terran McCanna, PINES, and Jane Sandberg, Linn-Benton Community College