Detailed Presentation Descriptions

Key to Organizational Abbreviations 

There's More Than One Way to Skin a Catalog//Exploring VuFind: There has been interest in looking at alternative discovery tools for Evergreen within the community. In this session we will talk about what Vufind is and provides, advantages, and how we went about setting it up for Evergreen. -- Evergreen's built-in catalog is powerful and flexible, but it's not the only game in town! Other catalogs exist that could be used with Evergreen, including open-source tools like SOPAC and VuFind. Come find out how to use an alternate discovery layer and a flexible planning process.
Anoop Atre (PALS) and Eli Neiburger (Ann Arbor)
World Wide Web Home Page: As the public face of the library system, the online catalog has to provide a wide array of services to a diverse population of users. It must be flexible enough to provide interfaces for 3rd-party services and applications, while being simple enough to work for the casual user. The Evergreen OPAC has seen several revisions in its lifetime. In this talk, we will discuss architecture, design and development decisions, how institutions are leveraging the OPAC now, challenges faced, lessons learned, and some options for the future of Evergreen OPAC development.
Bill Erickson (ESI), Lebbeous Fogle-Weekley (ESI), Dan Scott (Conifer)
Delicious Data: Automated Techniques for Complex Reports: Get data into the hands of those that need it most by automating SQL reports, scheduling data extracts using the Evergreen reporter, and extending the reporter with new source definitions. Ben Shum from Bibliomation and Jeff Godin from the Traverse Area District Library will show you how you can meet your advanced or complex reporting needs, both with and without direct database access. Join us in our efforts to eliminate manual, time-consuming reporting workflows!
Ben Shum (Biblio), Jeff Godin (TADL)
We The People: Governing Our Shared Evergreen System: In 2008 the Midwest Collaborative for Library Services partnered with the Grand Rapids Public Library to facilitate a shared catalog on the open source Integrated Library System software, Evergreen. Seven libraries, came together from four different stand-alone, proprietary ILSs, to form a new group. Michigan Evergreen was born. After the honeymoon was over, it soon became glaringly apparent that this new fledgling shared system was in dire need of formal governance. Join us as we revisit our journey from anarchy to order.
Evette Atkin (MCLS), Megan Dudek (MCLS)
10% Wrong, 90% Done: A Practical Approach to Bibliographic De-duplication: After the pilot libraries of SCLENDs merged their collections it became obvious that the initial bibliographic de-duplication algorithm was too strict for our needs. Manual cleanup was out of the question but we insisted upon higher quality. We decided to develop a new algorithm and take new risks. We also had to challenge the common wisdom that a few match points could not be generalizable to create a large number of accurate matches. This is what we did and how we've defined success.
Rogan Hamby (SCLends), Shasta Brewer (York)
A Clockwork Hippo: How holds work in Evergreen: This presentation, aimed at all technical levels, will be an interactive overview of how holds work in Evergreen. Join Mike and Grace as we cover examples of the various types of holds configurations that are possible in 1.6 and 2.0 and what effects those configurations may have on end-users and item transit costs. The presentation will conclude with a brief overview of the potential paths of future development for holds structure in 2.1 and beyond.
Grace Dunbar (ESI), Mike Rylander (ESI)
Becoming Our Own Vendor: Over the course of two years we moved from six different ILSes in seventeen counties spread across the state to a single shared Evergreen platform. We created a relationship with an Evergreen hosting provider, formed a consortium and became SCLENDs. We built the consortium on the fly and had to learn to step into the traditional vendor role to provide services to our own members. With fourteen library systems migrated in rural and urban areas of South Carolina from diverse backgrounds this is what we've learned along the way about being our own vendor.
Rogan Hamby (SCLends), Shasta Brewer (York)
Awash in a sea of connections: making Evergreen talk: (tech track, might overlap a bit with admin) Migrating to Evergreen is more than just loading data into a silo and setting up policies. No ILS is an island, particularly Evergreen, and there are many systems that an Evergreen setup can and should interact with. This session will cover how to plan and implement hooking Evergreen up with third-party services and devices such as book jacket providers, SIP2 devices, and web services of all types.
Galen Charlton (ESI)
Introduction to Reports in Evergreen: Do you have a burning desire to learn more about the basics of building reports in Evergreen? Do you secretly desire to be a basic reports master or mistress? Is your fear of reports getting you down? Come hear Steve Callender, Support Specialist, Equinox Software, Inc. and Suzannah Lipscomb, Project Manager, Equinox Software, Inc. present a basic overview of the reports interface in Evergreen. Attendees will learn about building basic report templates, how to run a report to view the output, and a basic description of some of the reporter sources. After a basic introduction, the presenters will walk the audience through the creation of a number of report examples. Intended track: Front Line Users Presumed technical level of audience: None
Steve Callender (ESI), Suzannah Lipscomb (ESI)
Evergreen Coast to Coast:Open Source Library Systems: Evergreen has become a leading open source software system for consortia and multi-library systems. This program will examine the implementation of Evergreen systems in the U.S. by four different consortia and library systems.
Elizabeth McKinney (GPLS), Amy Terlaga (Biblio), Jim Corridan (IN), Jed Moffitt (KCLS)
Xen virtualization and multi-brick enviornment experiences: a presentation documenting Evergreen Indiana's recent hardware upgrades including our decision to switch from VMWare to Xen virtualization, configuring a multiple Evergreen brick environment. Evergreen Indiana will provide a ""show and tell"" of our new setup along with our experiences along the way, and hopefully providing inspiration for future Evergreen installations. Includes hardware comparisons between our initial hardware setup versus today's along with the factors that prompted the need for upgrades, along with a tutorial on the tools available in the community for configuring and utilizing multiple bricks for redundancy and performance gains and considerations on where to run certain OpenSRF services, based on community recommendations and our experiences.
Michael Peters (IN)
Authority records in Evergreen 2.0: The latest release of Evergreen provided significantly enhanced support for authority records in your favorite library system. In this session, one of the developers responsible for these enhancements will guide attendees through a tour of the new functionality, offer advice on authority record workflows with Evergreen, and sketch out some directions for future enhancements to authority control in Evergreen.
Dan Scott (Conifer)
Evergreen Staff Training: Online and Just in Time: Faced with migrating over 40 libraries spread across Pennsylvania from a proprietary system to Evergreen, HSLC was also faced with how to efficiently train the geographically disperse library staff. A discussion of the decision to move from on-site to online training will be followed by how the training program was developed, the methods used, and examples. Various options for online training will be covered as well as current literature and a survey of how other Evergreen systems are providing staff training.
Deborah Hensler (HSLC), Martha Payne (HSLC)
Lib2o Library Appliance: UPEI and DiscoveryGarden are working on a Library Appliance. (Currently just past the vaporware concept) So far the appliance will be Evergreen, Drupal and the Islandora module () connecting to a FEDORA repository all on the same appliance. We are hoping to have a proof of concept up and running by the middle of February with records in Evergreen pointing to documents that reside in the Fedora repository. Once we get this working there may be some fun integrations we can do with supercat and XML. :-) Perhaps a brainstorming session at the end of the presentation to see what else might be useful on a Library Appliance. Partnering with Dell for one hardware solution, we hope to have everything installed on the "image" and ask the end user a series of questions when they turn it on to complete some basic setup configurations. Future iterations might include the reSearcher Suite or other things we think of.
Mark Leggot (UPEI), Gervais DeMontbrun (UPEI), Grant Johnson (UPEI)
Serials: Learning to Cope When You've Got Issues: Dan Wells and Lebbeous Fogle-Weekley will discuss the features they added to Evergreen to support serials management and receiving. They will outline the features they hope to add beyond Evergreen 2.0. The two programmers will share their plans to unify early code and rough interfaces into a more polished package, with a goal of better supporting varying workflow needs and conceptual models. During the second half of the presentation, Dan and Lebbeous will invite feedback from the audience with a particular focus on ideas to make serials interfaces in Evergreen both more powerful and easier to use.
Dan Wells (Calvin College), Lebbeous Fogle-Weekley (ESI)
Growing the Open Source Ecology: Moving to an open-source ILS offers the allure of moving away from vendor lock-in and adopting a system that can be customized and developed to meet the needs of your library. However, identifying and prioritizing those needs and determining how to proceed with development can be a difficult process. In preparing for their own transitions to Evergreen, the Massachusetts Library Network Cooperative (MassLNC) and eiNetwork in Pennsylvania have been busy investigating the functionality of Evergreen and determining where development is needed to make it the right fit for their libraries. In this presentation, they will share their experiences from each of these projects as well as their interest in growing the resource community of developers and service providers to ensure the long-term viability of Evergreen.
Mary McIntyre (eiNetwork), Kathy Lussier (MassLNC)
From Bolted-on to Baked-in: Transforming local hacks into contributed features: Customizations to your Evergreen installation allow you to quickly meet your organization's needs right away. Sharing them with the world allows others to apply those same tweaks to meet their needs. When time comes to upgrade, things can fall apart. Learn how to focus your efforts on turning local hacks into contributed features which benefit all Evergreen users.
Jeff Godin (TADL)
Stuff, stuff, and more stuff - acquisitions with EDI: Evergreen 2.0 introduces support for EDIFACT to send electronic orders to materials vendors and receive confirmation and invoices. This session will cover how to set up and configure EDI processing in Evergreen and will, conditions permitting, include a live example of sending an EDI order and receiving a response.
Galen Charlton (ESI)
True Tales of Training: An accidental trainer, Kate Sheehan has spent the last year and a half teaching librarians how to use Evergreen. During that time, she has learned the art of improvising solutions when faced with everything from network failures to the addition of dogs and toddlers to a training session. This session will cover scaling back a training on the fly, recognizing signs of and managing stress of both attendees and yourself during a training, what to do when faced with a hostile audience, and when to start using your annoyed teacher voice.
Kate Sheehan (Biblio)
Testing... Testing... Is This Thing On?: Installing an Evergreen ILS Test Server: A 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 (GPLS), Ben Shum (Biblio)
Softly, Softly, Catchee Monkey: Successful Development and Implementation: Matt Carlson from KCLS and Grace Dunbar from Equinox will lead attendees through the planning and pitfalls of the software development process. They will deconstruct the process of creating and following through with an outsourced development project from both the client and vendor points of view. This session will cover the basics of identifying development needs, creating a scope of work, implementation, training, and, most importantly, keeping your eyes on the prize. The presentation will end with a recap of best practices and lessons learned from the recent development partnership between KCLS and Equinox.
Grace Dunbar (ESI), Matt Carlson (KCLS)
After the Trainer Leaves: Continuous Learning and the Evergreen ILS: Your staff has been trained to use the Evergreen ILS. Now what? In this session, we will answer that question by focusing on learning that takes place after formal training has ended. Specifically, we will discuss strategies for self-directed learning of the Evergreen ILS to build on the foundation of formal training. Self-directed learners are motivated to learn, can establish learning goals, can identify helpful resources, and will take responsibility for their learning. They can augment their formal knowledge of Evergreen through independent learning in informal, on-the-job contexts. You will leave this session with practical strategies to encourage this type of learning in your organization and to help your staff become successful learners.
Sally Fortin (ESI)
Testing 1... 2... 3...: Unit Testing In Evergreen: In this presentation, Kevin Beswick of Laurentian University talks about unit testing, the state of unit testing in Evergreen, and the test suite that is currently in development for OpenSRF and Evergreen. Topics to be discussed include: the importance of unit testing, contributing unit tests for existing Evergreen code, test driven development.
Kevin Beswick (Conifer)
Getting Involved in Evergreen Documentation: Explore ways to get involved in documentation. Intro to the DIG documentation repository on github and ways users with varying experience levels can participate in documentation. May also explore using and navigating existing Evergreen documentation.
Robert Soulliere (Mohawk)
Administering Evergreen the PINES Way: Evergreen was originally developed by the Georgia Public Library Service in 2005-2006 to meet the specific needs of the then 275-unit-large Georgia PINES library consortium. This program covers the support structure that GPLS/PINES has used to administer Evergreen for over 4 1/2 years. This overview will cover the past, present, and future of how PINES handles library policies and procedures, system administration, Helpdesk support, and software development from the perspective of the library administrator.
Chris Sharp (GPLS)
Fine Calculations via PL/pgSQL: A Fine Generator Replacement: Having determined it was not possible to configure the exact fine calculation behavior desired, we created a PL/pgSQL function to replace the fine generater Perl program. This function is complex enough to illustrate many useful techniques in working with PL/pgSQL. The presentation describes the process of creating the fine generation function and describes how it could be extended to accommodate other requirements. The function is complex enough to illustrate many useful PL/pgSQL patterns and includes suggestions for coding style and formatting.
John Craig (Alpha-G)
ILS Migration Project Manager's Jambalaya: 1 part library science, 1 part open source, and a whole lot more: Project management for an ILS migration is a spicy mix of insanity and mayhem sprinkled with a little library schooling and topped with a delightful mix of training, configuration, and supporting legacy systems. Come hear project managers share their experiences getting staff buy-in, migrating libraries to Evergreen, navigating pitfalls along the way and - most importantly - keeping their sanity while juggling an ever expanding list of job duties and responsibilities.
Shae Tetterton (ESI), Melissa Lefebvre (Biblio), Jennifer Turner (PALS), Jessica Jacko Barnes (IN)
Becoming an Open Source Organization: Deciding to move to an open source ILS is not easy for most libraries. Yet, many libraries are taking that step. But what happens after that? What does it mean to be an open source library? It means your thinking about staffing, budgeting, and managing the ILS are all going to change. In fact, it means the organization itself changes. This workshop will focus on transitioning your library to an open source organization based on respect for all contributions, commitment to continuous improvement, and joyful collaboration.
Cheryl Gould (FEL), Lori Ayer (Galecia)
What we learned doing OpenSRF via Java: In creating a Java batch program to overlay & merge bibs, we discovered a number of important issues about the Java interface to OpenSRF (including some things to update) and about OpenSRF itself. Anyone interested in writing OpenSRF applications in Java could learn from our experience.
John Craig (Alpha-G)
Making the Most of Evergreen Reports with Microsoft Excel: Quickly extract the data you need to make decisions for your library! Learn how to use Excel's features such as pivot tables, formulas and filtering to make the most of your Evergreen reports. Cristina will walk you through step-by-step from creating the report templates to processing that data in Excel so you can get the facts your library most needs. In her examples, she will demonstrate report templates that she has designed to help with financial questions, collection analysis, and database maintenance. *This session is intended for Front Line Users with a basic familiarity of Evergreen Reports and Excel
Cristina Hernandez Trotter (OCRL), Jessica Venturo (Biblio)