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--- conference:2014:proposals [2013/10/29 20:53] – klussier
+++ conference:2014:proposals [2022/02/10 13:34] (current) – external edit 127.0.0.1
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-The deadline for submitting proposals for the 2014 conference is **October 31, 2013**. Modifications to these proposals can be made through October 31, 2013. At that time, the Conference Program Committee will be soliciting feedback from the community on the proposals. Please follow the guidelines at http://evergreen-ils.org/conference/eg14/proposals/ to submit a proposal.
+====== 2014 Proposals ======
-Collaboration among presenters is encouraged. If you see a proposal here that is similar to something for which you were considering a presentation, feel free to contact the presenter about the possibility of doing a joint presentation.
+The deadline for submitting proposals for the 2014 conference has passed. No modifications can be made to these proposals until the feedback period is over.
+The Evergreen Conference Program Committee is asking community members who are likely to go to this year's conference to fill out the survey at https://www.surveymonkey.com/s/eg14-program-selection to let us know which of the proposed programs you would like to see at this year's conference.
+The feedback will not only be useful as we select programs, but will also give us an idea for which programs we should expect to see high attendance.
+There is no limit to the number of programs you can select in the survey. We ask that you consider the following criteria when selecting programs:
+  * Would you be interested in attending the program?
+  * Do you think the program will provide useful information?
+  * Does the program provide new information that hasn't been covered before?
+  * Will the program provide some value to the Evergreen community?
+The feedback will just be one factor used by the Program Committee when selecting programs.
 Standard presentations will be 45 minutes in length and allow for a broad spectrum of programming in one of the following tracks:
@@ Line 12: / Line 25: @@
 =====End User Track=====
+====Academic Reserves with a Drizzle of Syrup====
+**Description:** 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.
+**Technical Expertise:** Low to Moderate
+**Presenter:** Kathy Lussier, Coordinator, Massachusetts Library Network Cooperative (MassLNC)
+**Session length:** Standard 45-minute session
+====Authority Control in Evergreen====
+**Title:** Authority Control in Evergreen: The straight dope
+**Description:** 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.
+**Audience:** Catalogers, systems librarians, reference librarians
+**Presenters:** \\
+Mike Rylander, Director of Research and Development at Equinox Software \\
+Angela Kilsdonk, Education Manager at Equinox Software
+**Session Length:** Standard 45-minute Session
 ====Batches, Buckets and Bookbags====
@@ Line 25: / Line 61: @@
 Standard 45-minute Session
-====Everything You Have Always Wanted to Know About Billing==
+====Hello Reports! Stumbling Towards the Data You Need====
-**Description:**
-Demonstration of patron bills. How to bill a patron, how bills can be paid, how refunds are issued, how payment type does not affect the refund process, and how to void bills.
-**Presenter:**
+**Description:** 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
-Dawn Dale, PINES Helpdesk Manager, Georgia Public Library Service
+**Presenters:** \\
+Chauncey Montgomery, Director/Fiscal Officer, Community Library (Sunbury, Ohio) \\
+Jessica Venturo, Applications Support Specialist, Bibliomation, Inc.
+**Session Length:** Tutorial
+====The Import/Export Business: Working with Vandelay in Evergreen====
+**Description:** MARC Batch Import in Evergreen, also known as Vandelay, allows the import of MARC records and holdings into your catalog.  In this tutorial, 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 tutorial with an understanding of how to set up and effectively use MARC Batch Import to achieve an efficient cataloging workflow for your library.
+**Presenter:** Angela Kilsdonk, Education Manager, Equinox Software Inc.
+**Session length:** Tutorial
+====Introduction to Evergreen: Staff Client and Local Administration====
+**Description:**
+Are you curious about what the staff side of Evergreen looks like?  As an experienced Evergreen end-user, I will give a live demo of staff client functions like Circulation, Patron management, Cataloging, and Acquisitions, as well as basic local administration functions if time permits.  The demo will be scoped to either version 2.4 or 2.5, and will be done using a basic non-custom version of Evergreen so that attendees can see what the software looks like “out of the box”.
+**Presumed tech level of audience:** Lower tech level (end user/beginner)
+**Presenter:** Andrea Buntz Neiman, Librarian II Public Services, Kent County Public Library
+**Session length:** 45 minutes (I am open to doing this as a longer and much more in-depth tutorial if there is interest).
-**Sessions Length:**
-Standard 45-minute Session
 ====Intro to the Evergreen Staff Client====
@@ Line 44: / Line 99: @@
 **Sessions Length:**
 Tutorial
+====Let's get cooking: how to spice up your receipt recipes====
+**Description:**
+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.
+**Presenter:** Jason Etheridge, Support Manager, Equinox Software
+**Session Length:** Standard 45-minute session
 ====Patron Exceeds Fine Threshold: An End-User Look at Patron Billing====
@@ Line 56: / Line 124: @@
 **Presenter:**
 Erica Rohlfs, Education Specialist, Equinox Software, Inc
+Dawn Dale, PINES Helpdesk Manager, Georgia Public Library Service
 **Sessions Length:**
@@ Line 84: / Line 153: @@
 **Session Length:**
 I can do this in the 45 minute or tutorial track.  I would prefer the longer time but a shorter time would be enough to give a "taste of sql."
+====Taking the Ack Out of Acquisitions====
+**Description:** An in-depth look into using the Acquisitions Module.  Covering the initial administrative set-up,  typical selecting, ordering, receiving, and invoicing workflows, and running fiscal year end.  Looking at 2.4 or later.
+**Presenter:** Jennifer Pringle, Sitka Support, BC Libraries Cooperative
+**Note:** I am very interested in partnering with someone else using acquisitions for this tutorial.
+**Session length:** Tutorial (2 1/2 hours)
+**Presumed Technical Level:** Experience with basic Evergreen staff client functions (ie. searching the catalogue)
+====What’s New in Evergreen 2.X?====
+**Description:** Is your library considering an upgrade to version 2.X?  Are you curious about the latest and greatest features in Evergreen?  This session will provide an overview of new features and functionality in the Evergreen staff client and OPAC.  Come check out the future of Evergreen!
+**Presenter:** Angela Kilsdonk, Education Manager, Equinox Software Inc.
+**Session length:** 45 minutes
+**Additional note:** This session will cover new features in the most recent release of Evergreen.  If a beta version of 2.6 is released before the conference, I can cover new features in 2.6 with the understanding that there may still be some bugs.
 =====General Track=====
+====Assessment of Staff Needs and Satisfaction in an Evergreen environment====
+**Description:**
+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.
+**Presenter:**
+David Green, State Library of North Carolina, NC Cardinal Data Specialist
+**Session length:**
+Standard 45-minute session
+**Presumed technical level of audience:**
+None
+**Accessibility requirements:**
+None
+====Being the Cat-herder: Managing an Open Source Software Release==
+**Description:**
+Evergreen 2.5 Release Manager Dan Wells (Library Programmer/Analyst at Calvin College) and Koha 3.14 Release Manager Galen Charlton (Manager of Implementation 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.
+**Presenters:**\\
+Galen Charlton, Manager of Implementation at Equinox\\
+Daniel Wells, Library Programmer/Analyst at Calvin College
+**Session Length:** Standard 45-minute session
+====Evergreen is not an island: sharing lessons from and with other projects====
+**Description:**
+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.
+**Presenter:** Galen Charlton, Equinox Software, Inc.
+**Session Length:** Standard 45-minute session
 ====Evergreen, it's more than just software....====
 **Description:**
@@ Line 96: / Line 224: @@
 **Session Length:**
 Standard 45-minute session
+====Evergreen Welcome Panel====
+**Description:** 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 & see how you can get involved!
+**Presumed tech level of audience:** Broad spectrum – all are welcome
+**Panelists:** \\
+Andrea Buntz Neiman; Librarian II, Public Services; Kent County Public Library \\
+Chauncey Montgomery; Director/Fiscal Officer; Community Library \\
+Ruth Frasur; Director; Hagerstown-Jefferson Township Library \\
+Tanya Prokrym; NC Cardinal Prorgram Manager; State Library of North Carolina \\
+John Clark; Librarian; Maine Balsam Libraries Consortium \\
+Mike Rylander; Director of Research & Developmnt; Equinox Software Inc. \\
+Grace Dunbar; Vice President; Equinox Software Inc. \\
+Jim Keenan; Library Applications Supervisor; C/W MARS \\
+Elizabeth McKinney; PINES Program Director; Georgia Public Library Service \\
+**Session length:** Standard 45-minute session
 ====How to write clear development requirements and bug reports====
@@ Line 107: / Line 254: @@
 **Session Length:**
 Standard 45-minute session
+====Implementing and Supporting the Acquisitions Module in Sitka====
+**Description:** Getting ready to implement the Acquisitions module at your library or consortium?   Learn how the Sitka consortium implemented Acquisitions across libraries of all shapes and sizes over the last four years.  Detailing the journey from the initial pilot library to supporting more than 13 libraries across the consortium this session looks at the challenges and triumphs of implementing as well as the tools used for ongoing support of the libraries using acquisitions.
+**Presenter:** Jennifer Pringle, Sitka Support, BC Libraries Cooperative
+**Session length:** Standard 45-minute session
+**Presumed Technical Level:** None
+====Is Getting There Half the Fun? Leadership and Change Management from Top to Bottom in Migrating to Evergreen====
+**Description:** 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.
+**Presenter:** Jim Keenan is currently a member of the management team at the C/W MARS consortium in Massachusetts and business consultant who has worked with several organizations, including the Integral Institute.
+**Technical Level of Intended Audience:** Layperson with management experience at any level or who anticipates management responsibilities
+**Session length:** Standard 45-minute session
@@ Line 115: / Line 282: @@
 Grace Dunbar, V.P., Equinox Software\\
 Bill Erickson, Senior Developer, Equinox Software
+**Session Length:** Standard 45-minute session
+====Three (dozen) is a crowd -- deduplication====
+**Description:**
+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.
+**Presenter:** Galen Charlton, Equinox Software, Inc.
 **Session Length:** Standard 45-minute session
@@ Line 126: / Line 301: @@
 J. Elaine Hardy, PINES and Collaborative Projects Manager, Georgia Public Library Service/PINES \\
 Chris Sharp, PINES System Administrator, Georgia Public Library Service/PINES
+**Track:** General or Technical
 **Session Length:**
@@ Line 133: / Line 310: @@
 ====Consider the KPAC: Implement and Customize the Children's Catalog====
-**Description**
+**Description:**
 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.
@@ Line 141: / Line 318: @@
 Amy Terlaga, Assistant Director, User Services - Bibliomation, Inc.
-**Sessions Length:**
+**Session Length:**
 Standard 45-minute session
+====Evergreen Availability Monitoring: An introduction to monitoring the availability of your Evergreen installation====
+**Description:**
+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.
+**Presenter:**
+Michael Tate, Equinox Software, Inc.
+**Session length:** Standard 45-minute session
+====Exploring a Browser-Based Staff Client====
+**Description:**
+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.
+**Presenter:**
+Bill Erickson, Senior Software Developer, Equinox
+**Session Length:**
+Standard 45-minute session
+====Git Tutorial====
+**Description:** 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.
+During this tutorial session, Galen Charlton, Implementation Manager at Equinox, will guide participants through basic Git workflows, including
+  * cloning repositories
+  * making changes to code and/or documentation
+  * managing branches
+  * contributing changes and participating in the signoff process
+  * installing Evergreen from a Git repository.
+**Presenter:** Galen Charlton, Equinox Software, Inc.
+**Session Length:** Tutorial
+====Installing Evergreen: Long Version====
+**Description:** An overview of different ways to install the Evergreen ILS software for testing or production instances.  A participatory demonstration and Q & A session for those wanting to build an Evergreen test server and would like some guidance about how it's done and how it might be used. Presenters Ben Shum from Bibliomation and Chris Sharp from Georgia PINES will walk participants through the installation process beginning with a base Linux OS installation through setting up the staff client to work with your new test server.
+**Presenters:**\\
+Chris Sharp, PINES System Administrator, GPLS \\
+Benjamin Shum, Evergreen Systems Manager, Bibliomation
+**Session Length:** Tutorial
 ====It’s Funny Afterwards: Technical Tales of Tragedy… and Recovery====
@@ Line 159: / Line 385: @@
 Part of our plan is to not only share our own stories but actively and anonymously solicit stories from other members of the community.  Part of the intention of this is to build on a valuable dynamic we observed during our past two There and Back Again presentations where people really benefited from sharing stories in a large setting.
+====Mutually Assured Quality====
+**Description:**
+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.  This talk goes over different QA
+processes, and focuses 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,
+this presentation will cover the findings of the recent performance
+audit of the Evergreen infrastructure that was done to identify bottlenecks
+that were negatively impacting performance.
+**Presenter:** Jason Etheridge, Support Manager, Equinox Software
+**Additional Notes:** A second presenter to be determined will speak about the performance audit
+**Session Length:** Standard 45-minute session
+====Structured library data: holdings, libraries, and beyond====
+**Description:** 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.
+**Audience level:** Intermediate
+**Presenter:** Dan Scott, Laurentian University, Systems Librarian
+**Session Length:** Standard 45-minute session