Equinox migrates Grimsby Public Library to Libraries in Niagara Cooperative

Data Conversion

Duluth, Ga., December 10, 2020: Equinox is pleased to welcome the Grimsby Public Library to Evergreen with their successful migration to the Libraries in Niagara Cooperative (LiNC).

The Grimsby Public Library’s move supports 13,793 patrons and encompasses a total of 48,111 bibliographic records. Services provided by Equinox included project management and Evergreen software configuration. Data extraction and bibliographic deduplication were completed as part of their migration encompassing item, patron, and transaction records. Evergreen training was also provided by Equinox.

“The Grimsby Public Library is excited to join the shared LiNC Evergreen ILS. This substantially expands the number of items available to our patrons through resource sharing with neighbouring libraries,” said Kathryn Drury, CEO and chief librarian at the Grimsby Public Library. “Equinox has provided excellent technical support throughout this process, including invaluable weekly migration meetings.”

LiNC was established in 2010 between four public libraries and a college library and has since grown to 10 organizations. In 2017, the cooperative began resource sharing.

“Grimsby staff were wonderful to work with,” said Jason Etheridge, senior developer at Equinox, “and our responsive communication led to a smooth migration.”

About Equinox Open Library Initiative
Equinox Open Library Initiative is a nonprofit company engaging in literary, charitable, and educational endeavors serving cultural and knowledge institutions. As the successor to Equinox Software, Inc., Equinox carries forward more than a decade of service and experience with Evergreen ILS, Koha ILS, and other open source library software. At Equinox, we help you empower your library with open source technologies. To learn more, please visit https://www.equinoxinitiative.org/.

About Evergreen

Evergreen is an award-winning ILS developed to provide an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, over 1500 libraries around the world are using Evergreen including NC Cardinal, SCLENDS, and B.C. Sitka. For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org.

Equinox migrates Neosho-Newton County Library to Missouri Evergreen Consortium

Duluth, Ga., December 3, 2020: Equinox is pleased to welcome the Neosho-Newton County Library to Evergreen with their successful migration to the Missouri Evergreen Consortium.

Neosho-Newton County Library’s move will support 19,152 patrons and encompass a total of 65,791 bibliographic records. Services provided by Equinox included project management and Evergreen software configuration. Data extraction and bibliographic deduplication were completed as part of their migration encompassing item, patron, and transaction records. Evergreen training was also provided by Equinox.

“We are excited about the increase in our circulation and the opportunity to share our resources with so many other libraries in the state of Missouri,” says Carrie Cline, director of the Neosho-Newton County Library. “Our patrons are catching on, and we are seeing more and more borrowing and lending.”

The Missouri Evergreen Consortium began as a resource-sharing initiative in 2012 in an effort to create an integrated library system for libraries in Missouri. The consortium is supported by the Institute of Museum and Library Services under the provision of the Library Services and Technology Act as Administered by the Missouri State Library, a division of the Office of the Secretary of State.

“While Neosho-Newton was reopening to the public, they were simultaneously preparing for and accomplishing their migration to Missouri Evergreen,” said Erica Rohfls, senior implementation project manager at Equinox. “The staff kept their patrons informed of the changes during their migration in addition to their librarians diving right into participating in the overall Evergreen Community. We are proud to welcome them to Evergreen and the Missouri Evergreen Consortium.” 

About Equinox Open Library Initiative
Equinox Open Library Initiative is a nonprofit company engaging in literary, charitable, and educational endeavors serving cultural and knowledge institutions.  As the successor to Equinox Software, Inc., Equinox carries forward more than a decade of service and experience with Evergreen ILS, Koha ILS, and other open source library software. At Equinox, we help you empower your library with open source technologies. To learn more, please visit https://www.equinoxinitiative.org/.

About Evergreen

Evergreen is an award-winning ILS developed to provide an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, over 1500 libraries around the world are using Evergreen including NC Cardinal, SCLENDS, and B.C. Sitka.  For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org.

Equinox migrates Brookfield Public Library to the Missouri Evergreen Consortium

News Announcement

Duluth, Ga., October 12, 2020: Equinox is pleased to welcome Brookfield Public Library to the Evergreen ILS with their successful migration to the Missouri Evergreen Consortium.

The Brookfield Public Library’s move will support 1,116 patrons and encompass a total of 2,1307 bibliographic records. Services provided by Equinox included project management and Evergreen software configuration. Data extraction and bibliographic deduplication were completed as part of their migration encompassing item, patron, and transaction records. Remote training was also provided by Equinox.

“It is scary changing the way you have done your entire workflow for 20 years,” said Gina Smith, Director of the Brookfield Public Library, “but with the help of Equinox, who had to train us entirely online due to COVID-19, we are confident as we move forward knowing that the migration to Missouri Evergreen was the best decision for our community.” 

The Missouri Evergreen Consortium began as a resource sharing initiative in 2012 in an effort to create an integrated library system for libraries in Missouri. They are supported by the Institute of Museum and Library Services under the provision of the Library Services and Technology Act as Administered by the Missouri State Library, a division of the Office of the Secretary of State.

“Brookfield Public Library began a migration to Missouri Evergreen while operating under restricted hours due to COVID-19,” said Jennifer Weston, Implementation Project Manager at Equinox. “During the migration project the Brookfield staff conducted a significant data review and database cleanup operation which resulted in a successful data migration – all while successfully reopening the library to the public. Brookfield patrons will benefit from the library’s tireless efforts to implement a new system including the convenient option to be notified via text or email when materials are ready to be picked up. It has been a real honor and pleasure to work with Brookfield Public Library to provide new opportunities for the library’s community during these unpredictable times.”

About Equinox Open Library Initiative
Equinox Open Library Initiative is a nonprofit company engaging in literary, charitable, and educational endeavors serving cultural and knowledge institutions.  As the successor to Equinox Software, Inc., Equinox carries forward more than a decade of service and experience with Evergreen ILS, Koha ILS, and other open source library software. At Equinox, we help you empower your library with open source technologies. To learn more, please visit https://www.equinoxinitiative.org/.

About Evergreen
Evergreen is an award-winning ILS developed to provide an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, over 1500 libraries around the world are using Evergreen including NC Cardinal, SCLENDS, and B.C. Sitka.  For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org.

Highlights from the 2020 Koha-Us Annual Conference: “Online Together”

By Felicia Beaudry, Product and Implementation Trainer at Equinox

Koha-US welcomed the Koha community to its 2020 Conference, themed 
Online Together, September 22 – 24.

Stephanie Chase, Executive Director of the Libraries of Eastern Oregon and Principal Founder of Constructive Disruption, gave the keynote address on the topic of change management.  She encouraged everyone to focus on the “together” part of the theme and the collaborative nature of the Koha community and open source in general. Ms. Chase also reminded us of Kotter’s 8 Step Change Model, much of which resonated during these challenging times:  lead with purpose and humanity – whatever we do, do with kindness, empathy, and care. She pointed out that many people are still mourning the loss of how things used to be, a regular schedule of getting the kids off to school, commuting to work, and gathering with friends and family.  Many of us will mourn again when we need to go back to commuting to work, lose the time we’ve used for extra reading, cleaning, self-improvement, etc.

Covid-19 was addressed again in a presentation from Cindy Li, Head of Emerging Tech and Systems at Bridgewater State University.  She spoke about the campus-wide response to the pandemic, as well as the library’s response, focusing on e-resources, but also having a plan for in-person services.

There were a number of really excellent presentations:  how to use basic HTML and CSS to customize slips, using jQuery, integrating Koha and MARCEdit, working with the Advanced Cataloging Editor, making short educational videos for Koha users and patrons, and many more.

We at Equinox were happy to have two presentations at Koha-US 2020 this year.  Jennifer Weston and I kicked off the first day of presentations with a discussion of why adaptability was so important in our migration of Biblioteca Nacional de Puerto Rico to Koha as part of the Equinox Open Source Grant.  Rogan Hamby and Jason Etheridge did a terrific introduction to kmig, an open-source git like tool they developed to use for Koha migrations and data projects.

The last day of the conference, dubbed Bug-a-Palooza, was a new take on the normal hack-away.  It started with a Sandbox how-to, with subject specific discussions throughout the day on bugs and enhancements, but all through Zoom.

If you weren’t able to attend the conference live, you can still enjoy all the presentations.  Recordings, slides, links, and other information for each session are available on the conference website.  Recordings are also available on the Koha-US’s YouTube channel.

Implementing Koha ILS at the National Library of Puerto Rico

By Hilda Teresa Ayala-González, Interim Library Director, Biblioteca Nacional de Puerto Rico

Introduction

The General Library of Puerto Rico was created by Law Number 44 from June 6, 1967 and was assigned to the Instituto de Cultura Puertorriqueña (ICP) by Dr. Ricardo Alegría. In 2003, it became the National Library by Law Number 188 from August 17 with the aim to preserve and provide access to the rich, unique, and significant bibliographic productions about and related to Puerto Rico and Puerto Ricans.

The services of the National Library are aimed towards the advancements and dissemination of the cultural values of Puerto Rico. Through the encouragement of leisure reading, specialized research works, educational activities and group visits to the facilities, the National Library fosters a deeper engagement with the Puerto Rican academic, scientific, and creative production and its users. As a National Library, it safeguards the published treasures of Puerto Rico and makes them available for the wider public.

In 2019 the National Library decided to move from the outdated ILS system (Mandarin M3) to an open source system looking for alternatives to attain staff and users’ needs in times of economic limitations. Thanks to the Equinox Open Library Initiative in January 2020 the possibility of a renovated Integrated Library System became a reality.

Adapting Koha to our needs

One of the most important aspects of the initial discussions related to the design was the need to develop a bilingual user interface (OPAC), the default being Spanish and optional English. This was taken into consideration as the main language in Puerto Rico is Spanish, but also, as an option to expand access to our resources to English-speaking populations too; many second or third generations of Puerto Ricans living outside the Archipelago’s main language is English. This design was successfully achieved by providing tailored translations in Spanish to those texts that were not already part of what the community of Koha offers, with an emphasis on automated text messages that users receive when using the OPAC services.

In terms of the database design, the team had to take into consideration that the datasets were stored in 19 different “libraries”, as called on the previous ILS, and this needed to be combined into one whole data set to make sense in the new design. The distinction was preserved under the “location” as each data set had specific use restrictions.

The migration process and design of the database and services coincide with the government closures to prevent the spread of COVID-19 in early March 2020, shaping also decision making to optimize access to our valuable resources and expand the possibilities for our users, according to new challenges the virus represents for the health of the population served.

Some of the add on services that are new to attend to our users’ needs are: self-registration, article requests, lists & carts, and placing holds for in-person visits. Through self-registration everyone interested in researching the collection can do it. This allows for little intervention from staff and focuses on changing permissions to residents only, which will take advantage of in-house use of materials. But, the researchers that wish to request copies of particular articles of chapters can do it (for a fee), as a new digitization service is currently being implemented to expand our services not only to residents that live far, but also those not living on the main Island. The idea of implementing lists and carts is to allow researchers to facilitate compilations that address their research topics and to store or share the bibliographic data for future use.

As a National Library policy, the collections are for in-house use only. With the new challenges related to keeping staff and users safe from COVID-19, we decided to implement hold services for those users that will require in-person visits. Through holds we can facilitate scheduling visits and creating workstations for users without a lot of contact from personnel and researcher. Also, it will help with timing quarantine. Although we considered this feature as a measurement to respond to the current times, we have decided that the benefit of allowing researchers to let us know ahead of time which resources they will be consulting could result in an efficient use of time and we will maintain it for the future as well.

Planning for future projects

One extraordinary opportunity we had with the Koha team was to develop a specific cataloguing framework to provide a link and access to the Instituto de Cultura Puertorriqueña (ICP) journals collection. The resources were digitized and are maintained in a digital archive, in a separate online platform. Previously, the journals were indexed to facilitate researchers access to articles (ca. 1,309). In 2005 the project was not carried on. Through Koha, we decided to link each digital journal and upload a new access version to the 27 new journals that were published since 2005. This framework provides users with the table of content of the journals and the link to the digital version.

This framework will also be put into place to increase access to other digitized material by the ICP and special digitization projects the library is currently planning.

Final remarks

The new catalogue was launched (https://bnpr.kohacatalog.com/) in June 2020 and even though we are still not providing in-person services to users, 30 have already register through the system. We are very excited with the possibilities of the Koha ILS and the projects that lay ahead to continue to increases access and enhance services for our users, more importantly to the Equinox services and support for the next three years.

Going Fine Free in Evergreen ILS

By Rogan Hamby, Data and Project Analyst at Equinox Open Library Initiative

Recently an increasing number of libraries have decided that going fine free is an important part of their plans to provide optimized services for their communities. Many other libraries are interested in this possibility but not sure how they would accomplish this.  To help you out here are the things to look at in going fine-free at your Evergreen library.

Circulation Policies

The one thing you must do to go fine-free is to not charge fines anymore.  In Evergreen there are three components to this.  First under Administration -> Server Administration -> Circulation Recurring Fine Rules you will want to create a rule for zero fines.

Now go to Administration -> Server Administration -> Circulation Max Fine Rules and create a max fine rule for zero fines.

Finally, go to Administration -> Local Administration -> Circulation Policies and edit your existing rules to use your new recurring and max fine rules.

While you are doing this you also have an opportunity to condense any circulation policies that only differ due to fine amounts.  While that is all you have to do in order to go fine-free, there are a few other things you will want to consider.

Group Threshold

One concern with going fine-free is how to encourage patrons to return materials and prevent further loss of unreturned materials.  The answer in Evergreen is a group threshold for a standing penalty.  Go to Administration -> Local Administration -> Group Penalty Thresholds.

Here you will want to edit or create thresholds for the penalty PATRON_EXCEEDS_OVERDUE_COUNT.  The ‘Threshold’ field contains the number of overdue checkouts that will trigger this penalty.  Change the threshold to any value you want.  You can create different thresholds for different patron groups by using the ‘Group’ drop-down selector and creating new penalty thresholds so that perhaps Adults are limited to 5 while Juveniles get 10.

Transition Period

One important consideration is that you will have a transition period.  Evergreen stores the values of circulation rules in the circulation when it is made.  So, if you check a book out with a $0.10 a day fine on July 1st and switch to fine-free on July 2nd that book will still accumulate $0.10 a day fines if it becomes overdue.

One tool that libraries can do to reduce fines for check-ins is to use the Amnesty Mode check-in modifier on the ‘Checkin Items’ screen.  This won’t remove existing fines on a circulation but will prevent new ones from being generated during the check-in.


Notices 

You will want to review any existing print, email and SMS notices you generate for their language in regards to fines.  In fact, this may need to be done twice, once while transitioning if fines continue to accumulate on older circulations and then to finalized new language after a determined cut off point.  You can calculate a cut off for a transition point by taking the date of your switch to fine-free and then adding the length of your longest circulation plus the time it would take to go to lost or the maximum time based fine accumulation.

Preparing Staff

Finally, as with any public service impacting change, you will want to prepare staff.  All staff should have the major talking points about why the library is doing this and how it benefits the community.  Additionally, some libraries will choose to allow staff to forgive or void fines either during the transition or permanently.  In this case, circulation staff will need the account permissions to apply the payments or void bills.

Talk to Your System Administrator

So far we have talked about what can be done in the staff client.  Additional tools exist for those with the ability to directly write scripts for the Evergreen database.  This shouldn’t be done unless the person doing it is very comfortable with these kinds of changes but it is a powerful tool.  Two major opportunities exist for those who do a data project as part of going fine-free.  One is that you can edit existing open circulations to use the new fine free rules and not accumulate new fines.  Not having to have a transition period greatly simplifies the process for staff and patrons.  The second is that if you also want to forgive historical fines you can have those zeroed out in bulk.

Equinox migrates the Saint Peter School District to Evergreen ILS with the Traverse de Sioux Library Cooperative

News Announcement

Duluth, Ga., September 10, 2020: Equinox is pleased to announce the successful migration of the Saint Peter School District to Evergreen ILS as part of the Traverse de Sioux Library Cooperative in Mankato, Minnesota.

The Saint Peter School District supports 4,019 patrons and includes a circulation of 26,900 bibliographic records. Services provided by Equinox included project management and configuration in addition to data services encompassing data extraction and bibliographic record deduplication and data conversion. Other offerings included by Equinox were support, hosting, and virtual training.

“We’re very happy to be part of the Evergreen Community,” said Seth Erickson, IT Systems Manager for the Traverse de Sioux Library Cooperative. “The Evergreen ILS will bring enhanced functionality and efficiency to the workflow of the Saint Peter School Public District, as well as opening up other exciting possibilities down the road with the TdS Library Cooperative.  Equinox has done a great job with the migration. They were very very helpful and knowledgeable, and the whole process was well planned and organized. We look forward to collaboration on future projects.” 

Traverse de Sioux Library Cooperative serves public, academic, school and special libraries in the nine county area of south central Minnesota. They coordinate shared access to resources and services within their member libraries.

“School systems with their diverse but interconnected locations are perfect for Evergreen’s flexibility to handle a large number of independent but related libraries,” said Rogan Hamby, Data and Project Analyst at Equinox. “As part of work on the migration we were able to enhance Evergreen’s ability to do automated bulk loading and updating of patrons that will benefit the entire Evergreen community, especially schools and academic libraries.”

About Equinox Open Library Initiative
Equinox Open Library Initiative Inc. is a nonprofit company engaging in literary, charitable, and educational endeavors serving cultural and knowledge institutions.  As the successor to Equinox Software, Inc., Equinox carries forward more than a decade of service and experience with Evergreen ILS, Koha ILS, and other open source library software. At Equinox, we help you empower your library with open source technologies. To learn more, please visit https://www.equinoxinitiative.org/.

About Evergreen
Evergreen is an award-winning ILS developed to provide an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, over 1500 libraries around the world are using Evergreen including NC Cardinal, SCLENDS, and B.C. Sitka.  For more information about Evergreen, including a list of all known Evergreen installations, see http://evergreen-ils.org.

Applications Open for the 2021 Equinox Open Source Grant

News Announcement

APPLICATIONS ACCEPTED: SEPTEMBER 8 – NOVEMBER 1, 2020
APPLICATION WEBSITE:
http://bit.ly/EOSG2021

Duluth, Ga., September 8, 2020: Equinox Open Library Initiative is pleased to announce the call for applications for the 2021 Equinox Open Source Grant. Libraries, archives, museums, and other eligible educational, cultural, and information organizations are encouraged to apply. The grant application period opens on September 8, 2020 and closes on November 1, 2020. Two grantees will be selected. All applicants will be notified of the status of their application by December 20, 2020. 

The Equinox Open Source Grant provides project management, training, hosting, and technology support services for the implementation of Koha ILS, an open source integrated library system used by libraries worldwide. To be eligible, an applicant must be a 503 (c) non-profit, governmental, or educational organization with a library or resource collection available for public use, but without the financial or technological resources to implement and support an integrated library system. The organization must be located in the United States and have a collection no larger than 50,000 items. Preference will be given to organizations that serve historically underrepresented, underserved, or marginalized communities.

The Equinox Open Source Grant first launched in 2019, inspired by the vibrant open source community and the belief that every community deserves to benefit from a searchable, accessible, and thriving library. Last year’s Equinox Open Source Grant recipients included Spark Central, in Spokane, Washington, and Biblioteca Nacional de Puerto Rico, who both went live with Koha ILS implementations in 2020.

“Open source technologies offer innovative and sustainable solutions for libraries of every size and circumstance,” said Lisa Carlucci, Executive Director. “The Equinox Open Source Grant unites collections with communities, bridges technological gaps, and makes resources searchable and discoverable. We believe every community, and every library, should have access to a modern, user-friendly, library system. We’re excited to provide this opportunity and support two new grantees in 2021.”

To view full application details please visit http://bit.ly/EOSG2021 and be sure to follow Equinox Open Library Initiative on Facebook, Twitter and LinkedIn.

About Equinox Open Library Initiative
Equinox Open Library Initiative Inc. is a nonprofit company engaging in literary, charitable, and educational endeavors serving cultural and knowledge institutions.  As the successor to Equinox Software, Inc., Equinox carries forward more than a decade of service and experience with Evergreen ILS, Koha ILS, and other open source library software. At Equinox, we help you empower your library with open source technologies. To learn more, please visit https://www.equinoxinitiative.org/.

About Koha
Created in 1999 by Katipo Communications for the Horowhenua Library Trust in New Zealand, Koha is the first open source Integrated Library System to be used worldwide. The software is a full-featured ILS with a dual-database design (search engine and RDBMS) built to be compliant with library standards. Koha’s OPAC, staff, and self-checkout interfaces are all web applications. Distributed under the General Public License (GPL), libraries are free to use and install Koha themselves or to purchase support and development services.  For more information on Koha, please visit https://koha-community.org.

Equinox Announces Curbside Pickup Now Available for Evergreen ILS

News Announcement

Duluth, Ga., September 3, 2020: Equinox Open Library Initiative announces the availability of Curbside Pickup for libraries using Evergreen ILS. The latest feature was designed and developed by Equinox team members Sally Fortin, Andrea Buntz Neiman, Galen Charlton, and Mike Rylander. Development funding was provided by the Pennsylvania Integrated Library System (PaILS), which oversees SPARK, an Evergreen consortium in the state of Pennsylvania.

“Curbside for Evergreen was truly a team effort — from the initial concept to the community-ready pull request,” said Andrea Buntz Neiman, Project Manager for Software Development at Equinox. “Whether it was design, development, testing the feature, or creating training materials, almost every Equinox employee had a hand in making Curbside happen.”

Curbside Pickup extends existing functionality in Evergreen to coordinate curbside lending and expedite communications using the ILS. Patrons can select items in the catalog, place holds, arrange a pick up time, and notify the library upon arrival. A new tabbed interface will be available to library staff to help identify new holds for pickup, to view or modify delivery times, and to prepare and check out items to patrons. When patrons arrive at the library, they press or click a button in their library account to alert staff that they’re at the designated location for curbside delivery. Interested libraries may contact Equinox at info@equinoxinitiative.org for more information or for assistance activating or installing the new feature.

“Library staff are reimagining services, adapting programs, and addressing new challenges due to the coronavirus pandemic,” said Lisa Carlucci, Executive Director at Equinox Open Library Initiative. “At Equinox, we set a goal to design and deliver curbside pickup functionality to facilitate communication and coordination for curbside service at no additional cost to libraries. I’m incredibly proud of the Equinox team for accomplishing this goal and for their creativity and commitment to making these tools available to Evergreen and Koha libraries in record time.”

To learn more about the Curbside Pickup Feature as well as Equinox’s other resources please visit https://www.equinoxinitiative.org/resources .

About Equinox Open Library Initiative
Equinox Open Library Initiative Inc. is a nonprofit company engaging in literary, charitable, and educational endeavors serving cultural and knowledge institutions.  As the successor to Equinox Software, Inc., Equinox carries forward more than a decade of service and experience with Evergreen ILS, Koha ILS, and other open source library software. At Equinox, we help you empower your library with open source technologies. To learn more, please visit https://www.equinoxinitiative.org/.

About Evergreen
Evergreen is an award-winning ILS developed to provide an open source product able to meet the diverse needs of consortia and high transaction public libraries. However, it has proven to be equally successful in smaller installations including special and academic libraries. Today, over 1500 libraries around the world are using Evergreen including NC Cardinal, SCLENDS, and B.C. Sitka.  For more information about Evergreen, including a list of all known Evergreen libraries, see http://evergreen-ils.org.