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Evergreen Resources

There are many resources available on the web, and this page categorizes many of them below. Select the tab for the types of information you are interested in to see relevant links.

Evergreen Resources

http://docs.evergreen-ils.org/1.6/draft/html/migratingdata.html is from the Evergreen Official Documentation page and describes the following aspects of data migration in Evergreen 1.6:

  • Bibliographic Records
  • Patron Data
  • Restoring Evergreen Database to an Empty State
  • Exporting Bibliographic records into MARC files
  • Importing Authority Records
  • Step by step instructions

10% Wrong for 90% Done: A Practical Approach to Collection Deduping is an article by SC Lends director Rogan Hamby in which he discusses the problem of having duplicate bibliographic records in a large consortium. He describes the process SC Lends used to remove the dupes from their Evergreen catalog.

This Slideshare presentation  from 2010 discusses data loading and cleanup in Evergreen. It includes information about the entire data migration process, from extracting data from old systems, to mapping and loading data into new systems, to cleaning up data along the way, and finally to keeping auditors happy.

The Evergreen Community Tutorials page includes links to a number of videos and other resources contributes by libraries that use the OSS ILS. There are short videos on reports and circulating pre-cataloged item, long videos on acquisitions and importing and exporting MARC records, documentation from developers such as OpenSRF and JSON Queries, and guides and manuals for collections and training on other topics.

Georgia PINES has a YouTube playlist with video tutorials about Evergreen. Tutorials are available on starting the software and how version updates affect circulation, accounts, and reports.

The PINES Evergreen documentation page provides many detailed training documents. Topics include training related to circulation/the OPAC, reporting, cataloging, and computer reservations. Circulation documents include information about demos, “try it yourself” exercises, template patron registration forms, and other examples. Reporting documents provide a glossary about this module, discuss software permissions and navigation, and include a variety of templates. The training outline for cataloging talks about functionalities such as editing MARC records, deleting barcodes, merging records, and authority control.

http://docs.evergreen-ils.org/1.6/draft/html/migratingdata.html is from the Evergreen Official Documentation page and describes the following aspects of data migration in Evergreen 1.6:

  • Bibliographic Records
  • Patron Data
  • Restoring Evergreen Database to an Empty State
  • Exporting Bibliographic records into MARC files
  • Importing Authority Records
  • Step by step instructions

10% Wrong for 90% Done: A Practical Approach to Collection Deduping is an article by SC Lends director Rogan Hamby in which he discusses the problem of having duplicate bibliographic records in a large consortium. He describes the process SC Lends used to remove the dupes from their Evergreen catalog.

This website provides information about the Chelmsford Library’s Evergreen migration. It discusses Evergreen in general and some tips related to migration, including knowing what you are getting into, asking frontline librarians and patrons about the features they want, training staff members adequately, providing clear and open communication, and continuing development after the launch.

This Slideshare presentation  from 2010 discusses data loading and cleanup in Evergreen. It includes information about the entire data migration process, from extracting data from old systems, to mapping and loading data into new systems, to cleaning up data along the way, and finally to keeping auditors happy.

This Open ILS Documentation list provides information about Sitka’s training manual on Evergreen 2.0. The training manual includes information about circulation, cataloging, the OPAC, reports, the booking module, the inventory, and administration.

This Equinox article describes the rapid growth of Evergreen with the migrations being centered around consortia as a continuing strength of Evergreen. The article also provides some basic information about Evergreen and Equinox.

This is the official website of the Maine Balsam Libraries, an Evergreen consortium of nine libraries in central Maine. The website includes information about the libraries, their services, their catalog, and how to contact them.

Pages

The Evergreen Community Tutorials page includes links to a number of videos and other resources contributes by libraries that use the OSS ILS. There are short videos on reports and circulating pre-cataloged item, long videos on acquisitions and importing and exporting MARC records, documentation from developers such as OpenSRF and JSON Queries, and guides and manuals for collections and training on other topics.

Georgia PINES has a YouTube playlist with video tutorials about Evergreen. Tutorials are available on starting the software and how version updates affect circulation, accounts, and reports.

The PINES Evergreen documentation page provides many detailed training documents. Topics include training related to circulation/the OPAC, reporting, cataloging, and computer reservations. Circulation documents include information about demos, “try it yourself” exercises, template patron registration forms, and other examples. Reporting documents provide a glossary about this module, discuss software permissions and navigation, and include a variety of templates. The training outline for cataloging talks about functionalities such as editing MARC records, deleting barcodes, merging records, and authority control.

http://docs.evergreen-ils.org/1.6/draft/html/migratingdata.html is from the Evergreen Official Documentation page and describes the following aspects of data migration in Evergreen 1.6:

  • Bibliographic Records
  • Patron Data
  • Restoring Evergreen Database to an Empty State
  • Exporting Bibliographic records into MARC files
  • Importing Authority Records
  • Step by step instructions

This Slideshare presentation from 2009 describes Evergreen documentation and its related problems. It discusses problems, staff training, various formats, unintended consequences, resources and opportunities, planning groups, and highly desirable tools.

This Open ILS Documentation list provides information about Sitka’s training manual on Evergreen 2.0. The training manual includes information about circulation, cataloging, the OPAC, reports, the booking module, the inventory, and administration.

Sitka is a multi-type library consortium using Evergreen in the provinces of BC and Manitoba, Canada. This page contains links to member libraries as well as technical support resources and documentation.

This article describes the cost-saving implementation of Evergreen in Indiana through resource sharing. The Indiana consortium contains 77 libraries serving over 600,000 residents.

Open Source – Open Libraries is a blog and website representing libraries and organizations committed to OSS alternatives for libraries. The IMLS-funded project focuses on making members aware of the OSS products currently available as well as the companies available to provide support, customization, and hosting. The website includes a general Q and A and more specific details about features and training for Evergreen and Koha.

The Evergreen Community Tutorials page includes links to a number of videos and other resources contributes by libraries that use the OSS ILS. There are short videos on reports and circulating pre-cataloged item, long videos on acquisitions and importing and exporting MARC records, documentation from developers such as OpenSRF and JSON Queries, and guides and manuals for collections and training on other topics.

Georgia PINES has a YouTube playlist with video tutorials about Evergreen. Tutorials are available on starting the software and how version updates affect circulation, accounts, and reports.

The PINES Evergreen documentation page provides many detailed training documents. Topics include training related to circulation/the OPAC, reporting, cataloging, and computer reservations. Circulation documents include information about demos, “try it yourself” exercises, template patron registration forms, and other examples. Reporting documents provide a glossary about this module, discuss software permissions and navigation, and include a variety of templates. The training outline for cataloging talks about functionalities such as editing MARC records, deleting barcodes, merging records, and authority control.

This Open ILS Documentation list provides information about Sitka’s training manual on Evergreen 2.0. The training manual includes information about circulation, cataloging, the OPAC, reports, the booking module, the inventory, and administration.

Open Source – Open Libraries is a blog and website representing libraries and organizations committed to OSS alternatives for libraries. The IMLS-funded project focuses on making members aware of the OSS products currently available as well as the companies available to provide support, customization, and hosting. The website includes a general Q and A and more specific details about features and training for Evergreen and Koha.

This FAQ about Evergreen's Features and Technical Infrastructure answers common technical questions. It provides information about circulation features, cataloging features, OPAC features, statistical reporting features, forthcoming acquisitions and serials features, supported metadata formats, architectural characteristics, the migration process, and system requirements.

Frequently Asked Questions about Evergreen from the Evergreen site answers common questions about this ILS, such as What is Evergreen? What is open source? How many libraries are using Evergreen? How much does it cost?

Planet Evergreen is a blog aggregator for Evergreen OSS topics. It also includes a FAQs page, information on documentation, and opportunities to contribute to the community through working groups and developing code.

This is the official Evergreen support wiki. It contains FAQ pages, a roadmap and features history, documentation, community-contributed tools and guides, PINES-specific documentation, advocacy, committees, contributors, technical documentation, and links.

This website describes available mailing lists for Evergreen. There are lists for general topics, governance, documentation, task forces, and development.

This is the IRC website for the Evergreen community, which allows users to chat online. Everything on the IRC is logged, transparent, and searchable.

The Massachusetts Library Network Cooperative website includes an attachment with migration tools for Equinox. The cooperative also includes a wiki, documentation, forums, and a glossary.

Sitka is a multi-type library consortium using Evergreen in the provinces of BC and Manitoba, Canada. This page contains links to member libraries as well as technical support resources and documentation.

This is the website for PALS, a host and support company for Evergreen that works for the East Central Regional Library in Minnesota. It provides information about customer resources, products and services, and consortia.

The Resource & Sharing Cooperative of Evergreen Libraries (RSCEL) was created by the King County Library System (KCLS) from an IMLS grant. The website articulates the benefits of open source, increases participation in open source projects, provides open source infrastructure elements related to implementation and support, and provides a peer-to-peer support system for open source libraries.

The Equinox Software blog provides information on this open source provider of Evergreen and Koha. Additional information on services, news, and contacts is also available.

Open Source – Open Libraries is a blog and website representing libraries and organizations committed to OSS alternatives for libraries. The IMLS-funded project focuses on making members aware of the OSS products currently available as well as the companies available to provide support, customization, and hosting. The website includes a general Q and A and more specific details about features and training for Evergreen and Koha.

The website of the Massachusetts Library Network Cooperative provides information and posts about the process of three Massachusetts consortia implementing and jointly developing an OSS ILS, specifically Evergreen. The website also includes a wiki, documentation, forums, and a glossary.

The Massachusetts Library Network Cooperative website includes an attachment with migration tools for Equinox. The cooperative also includes a wiki, documentation, forums, and a glossary.

This website includes a general discussion about the Evergreen OSS ILS as well as opportunities to be involved in the discussion. Topics include implementation in academic libraries, permissions for staff members, MARC field conversions, proposals for customizations, and other practical issues.

This post on the official Evergreen blog proposes that the superconsortium is the next stage in the evolution of Evergreen consortia. It argues that the superconsortium is a natural extension of open source development and consortial implementation.

The Hockey Librarian blog contains information about Pines, the Evergreen OS ILS Project, and the University of Rochester Extensible Catalog Project. The general blog covers categories such as the ALA, authority control, cataloging, and reference.

The Galecia Group blog contains information about Evergreen and links to the King County Library system and the Evergreen resource and sharing cooperative.

The TechSoup for Libraries blog contains information about the use of Evergreen and open source in library consortia. It describes the implementation of Evergreen in the Lake Cities Library system.

The Proverbial Lone Wolf Librarian blog contains information about the expansion of the implementation of Evergreen Open Source library software in the Grand Rapids Public Library.

The Free Range Librarian blog is written by community librarian for Evergreen OSS ILS K. G. Schneider. It discusses a wide range of topics such as blogging, book reviews, conferences, digital preservation, e-books, library 2.0, open data, and tagging.

This blog called Jack of All Trades includes a relatively detailed aricle about the Evergreen open source integrated library system. It discusses basic information about Evergreen, its history, installation, costs and support, and cataloging.

This blog called the K-12 Open Source Classroom contains information about Evergreen and other topics related to open source in education. It specifically addresses issues related to media and circulation.

This is the blog for the Evergreen open source library software. Categories include announcements, community projects, conferences, contributing, documentation, events, libraries, webinars, and releases.

The Equinox Software blog provides information on this open source provider of Evergreen and Koha. Additional information on services, news, and contacts is also available.

Pages

This is the Facebook page for the Evergreen Conference 2012. It provides basic information about the conference and invites users to participate in discussions about it.

This is the Facebook page for the Indiana State Library, a member of a large consortium in that state that uses Evergreen. It provides basic information about the library and invites users to participate in discussions about it and keep informed about current issues and events.

This is the Twitter page for Evergreen at the Indiana State Library, a member of a large consortium in that state. Posts focus more on "fun facts" for general patrons than on actual open source topics.