2020 Presentations

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Keynote Speaker
Presentations & Slides
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Presentation Slides, Files, and Recordings


Nothing About Us Without Us: Achieving Equal Access for All (John Rempel)

Interest Groups

Consortium Leaders Roundtable (Elizabeth McKinney)
Consortium Leaders Roundtable

Evergreen Self-Check Round Table (Bill Erickson, Terran McCanna)
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.

Student Success Working Group (Jane Sandberg)
Agenda for open discussion about Evergreen in academic settings

SysAdmin Interest Group (Chris Sharp)
A discussion group for Evergreen System Administrators to share ideas and best practices for technical administration of Evergreen.


Angular Client Ingredients (Bill Erickson)
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.

Antora! Antora! Antora! – An Evergreen Documentation Bombshell (Blake Graham-Henderson)
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!

AsciiDoc: Let’s Get Started (Lynn Floyd)
Beginning introduction to AsciiDoc, including basic formatting, best practices, and how to contribute to DIG.

Batch Creation of Student Cards (Terran McCanna, Chris Sharp, Tiffany Little)
PINES will discuss the process of developing a batch student account creation process and the results of the pilot project.

Batches, Baskets, Buckets and Bookbags (Elizabeth Thomsen)
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.

But Wait! There’s More: New Feature Highlight for 3.4 and 3.5 (Andrea Buntz Neiman, Ruth Frasur)
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.

Herding (Bibliographic) Cats: A Mass Cleanup of Fixed Field Data (Rogan Hamby, Sylvia Orner, Katie Greenleaf Martin)
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.

How to write requirements, or, You can’t always get what you want, but you can get close (Andrea Buntz Neiman)
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.

If This Then That: Action Triggers Are More Than Just Notices (Michele Morgan)
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.

Making Perl Work for You in Evergreen (Galen Charlton, Mike Rylander)
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.

Making it Rain : How To Talk About Open Source Value (Lynn Floyd, Meg Stroup, Andrea Buntz Neiman, Rogan Hamby)
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.

Making the Most of Your MARC Record in Evergreen (Galen Charlton)
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.

OPAC Usability Study Results (Terran McCanna, Elaine Hardy, Tiffany Little)
The group will present the results of a usability study performed by students at Mercer University.

Open Sesame: Creating Stricter Evergreen Login Requirements for Staff and Patrons (Jessica Woolford, Amy Terlaga, Carol Yarrison)
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.

Reports That Will Help Your Patrons Now (J. Sara Paulk, Angela Simmons Jones, Dixie Henning)
Using unfilled holds reports, cancelled holds reports and other similiar reports to improve collection development and speed up hold satisfaction for patrons.

Understanding Evergreen Reports (Chris Sharp)
A walk-through of the Evergreen Reports module and how it relates to the underlying database.

Working with MARC Records in Perl (Rogan Hamby)
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.

General Sessions

Developer Updates (Galen Charlton et al)
An update from the Evergreen Community Developers