Table of Contents
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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.
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.
Standard presentations will be 45 minutes in length and allow for a broad spectrum of programming in one of the following tracks:
- End user - best practices and techniques for using Evergreen in day-to-day library operations.
- General - programs on administration, training, making the decision to move to Evergreen, participating in the Evergreen community, and other topics related to using Evergreen and open source software in consortial and standalone environments.
- Technical - Topics related to system administration, software development, implementation, hardware, and integration with other software.
Tutorials will be 2 to 3 hours in length and should cover topics of interest to technical users and end users.
End User Track
Batches, Buckets and Bookbags
Description: 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 manage update records, make lists and manage displays, summer reading and other special projects.
Audience: Tech Services and public services library staff
Presenter:
Elizabeth B. Thomsen, MB (Master of Bucketology)
Member Services Manager, NOBLE: North of Boston Library Exchange
Sessions Length: Standard 45-minute Session
Everything You Have Always Wanted to Know About Billing
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: Dawn Dale, PINES Helpdesk Manager, Georgia Public Library Service
Sessions Length: Standard 45-minute Session
Intro to the Evergreen Staff Client
Description: Tutorial of adding patrons to the staff client, editing patrons, checking out items, checking in items, searching the patron database, searching the catalog and placing holds, and other daily functions for library staff.
Presenter: Dawn Dale, PINES Helpdesk Manager, Georgia Public Library Service
Sessions Length: Tutorial
Patron Exceeds Fine Threshold: An End-User Look at Patron Billing
Description: 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.
Presenter: Erica Rohlfs, Education Specialist, Equinox Software, Inc
Sessions Length: Standard 45-minute Session
A Practical Serials Walkthrough
Description: 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.
The tutorial will define a recommended workflow for the latest version of Evergreen available at conference time. We will reserve some time at the end of our session for discussion of any new features on the horizon for Evergreen Serials, as well as Q & A.
Presenters:
Erica Rohlfs, Education Specialist, Equinox Software, Inc.
Lebbeous Fogle-Weekley, Senior Software Developer, Equinox Software, Inc.
Session Length: Tutorial
SQL for Librarians
Description: End User and/or Technical Track.
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.
Presenter: Presented by Rogan Hamby (SCLENDS) who in fact taught himself SQL and is now only mildly incompetent!
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."
General Track
Evergreen, it's more than just software....
Description: Coordination and collaboration are key ingredients when building a successful consortium. I will explain how NC Cardinal, North Carolina’s Evergreen Consortium, developed workflows which enabled 20% of North Carolina’s public libraries to migrate to Evergreen in a very short timeframe. In anticipation of rapid future growth, we are conducting the following activities: increasing the efficiency of the existing organizational structure, re-focusing current training programs, fine-tuning migration processes, and implementing improved resource sharing policies. I will discuss each of these above activities in terms of what works today, what did not work, and how we plan to work in the future.
Presenter: Tanya Prokrym, State Library of North Carolina
Session Length: Standard 45-minute session
How to write clear development requirements and bug reports
Description: 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 !).
Presenters:
Chris Sharp, PINES System Administrator, GPLS
Grace Dunbar, V.P., Equinox Software
Session Length: Standard 45-minute session
License to ILL: How Equinox Turned Evergreen 2.0 Into FulfILLment™, an Open Source Resource Sharing Platform
Description: 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.
Presenters:
Grace Dunbar, V.P., Equinox Software
Bill Erickson, Senior Developer, Equinox Software
Session Length: Standard 45-minute session
Tiny Budget, Abundant Results: Creating an Online Catalog at Georgia's Governor's Mansion with Evergreen
Description: 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.
Technical expertise: Moderate to advanced
Presenters:
J. Elaine Hardy, PINES and Collaborative Projects Manager, Georgia Public Library Service/PINES
Chris Sharp, PINES System Administrator, Georgia Public Library Service/PINES
Session Length: Standard 45-minute session
Technical Track
Consider the KPAC: Implement and Customize the Children's Catalog
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.
Presenters:
Terran McCanna, PINES Program Manager - Georgia Public Library Service
Ben Shum, Evergreen Systems Manager - Bibliomation, Inc.
Amy Terlaga, Assistant Director, User Services - Bibliomation, Inc.
Sessions Length: Standard 45-minute session
It’s Funny Afterwards: Technical Tales of Tragedy… and Recovery
Description: 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.
Presenters: Galen Charlton (Equinox Software) & Rogan Hamby (SCLENDS)
Session Length: Standard 45-minute session
Additional note: 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.