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2014 Proposals

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 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:

  • 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

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

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

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

Elizabeth B. Thomsen, MB (Master of Bucketology)
Member Services Manager, NOBLE: North of Boston Library Exchange

Sessions Length: Standard 45-minute Session

Hello Reports! Stumbling Towards the Data You Need

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

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).

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

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

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 Dawn Dale, PINES Helpdesk Manager, Georgia Public Library Service

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.

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."

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.

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: 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

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

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

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 !).

Chris Sharp, PINES System Administrator, GPLS
Grace Dunbar, V.P., Equinox Software

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

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.

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

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

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: 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.

Terran McCanna, PINES Program Manager - Georgia Public Library Service
Ben Shum, Evergreen Systems Manager - Bibliomation, Inc.
Amy Terlaga, Assistant Director, User Services - Bibliomation, Inc.

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.

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

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.

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 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 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 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

conference/2014/proposals.txt · Last modified: 2022/02/10 13:34 by

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