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.
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.
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.
2021 Lightning Talks – Day 2
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?
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.
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.
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.
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.
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.
2021 Lightning Talks – Day 1
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!
It’s a Feature, Not a Bug: New Feature Highlights for 3.6 & 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.
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.
Welcome & Keynote
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.
Anonymous in the Forest: Personally-Identifying Information in Evergreen
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. Includes recording of Q&A session
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.
Hungry Hungry Hippos: A Journey Further Into How Holds Work in Evergreen
This session answers the ever elusive question: How do holds work in Evergreen? Take a deep dive into the mechanics of hold fulfillment in Evergreen: targeting and opportunistic capture. We 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!
Staff Client Basics: Alerts, Notes and Messages
Staff Client Basics: Interacting with alerts, notes and messages in the Evergreen staff client