ALAVirtual Has Us Missing Our Conference Ribbons - So We Designed Some
June 24th, 2020
Virtual conferences had us missing our open source swag so we designed some Twitter Banner "conference ribbons" for ALAVirtual20. Feel free to download and use them yourself!EvergreenKohaI Love Open SourceEquinox
Tackling Unplanned Closures in Koha
April 2nd, 2020
The last few weeks have been a tumultuous time for libraries and unfortunately a lot of uncertainty still lies ahead of us.  While having an unplanned closure of a library isn't something any of us want it is a fact of life from short term incle... [More]
Herding Cats: Our Tips for Working from Home
March 26th, 2020
As our Development Project Manager, Andrea Buntz Neiman, put it so aptly in our last blog post, "Equinox has been a fully-remote office for almost two years now - we are here, working, and ready to help your library navigate the COVID-19 situation." ... [More]
Evergreen’s Emergency Closing Handler
March 18th, 2020
Greetings to all of you, from an appropriate social distance! First, I want to reassure you that Equinox has been a fully-remote office for almost two years now - we are here, working, and ready to help your library navigate the COVID-19 situation.... [More]
SciStarter: Expanding Knowledge with the Help of Your Library
February 24th, 2020
Sometimes library patrons not only want to find knowledge at their library, but expand it. One way they can do that is by contributing to citizen science, where ordinary people help advance scientific research by collecting data and keeping their eye... [More]
Community News - Winter 2020
February 10th, 2020
There is so much to look forward to in 2020 but before we get too far into Spring first, a look back at the last couple months of 2019.October 2019 saw the most recent Evergreen Hack-a-Way, hosted by Indiana State Library for the third time. Nearly... [More]
Hack Your Next Open Source Conference
February 4th, 2020
In the Koha and Evergreen communities the topic of conference attendance invariably pops up when discussing community participation. However, when asked why someone should attend a conference the stock answers are vague and often boilerplate like "to... [More]
Koha Tip: Highlights of 19.11
January 29th, 2020
Koha 19.11 was released in November 2019 and includes exciting new features and enhancements.  The following are just a few highlights of the release:CatalogingThe Advanced Cataloging Editor has been enhanced to include keyboard shortcuts for ... [More]
Consolidation vs Open Source
January 21st, 2020
Acquisitions and consolidations are nothing new in the library world. Still, each one triggers a wave of shock and Marshall Breeding gets a chance to update his very illuminating graphic showing mergers and acquisitions: [More]
Evergreen ILS Hack-A-Way 2019: Enthusiasm, Passion, and Enough Coffee to Float a Small Cruise Ship
November 25th, 2019
I was fortunate enough to attend another successful Hack-A-Way from October 21st through 23rd. Twenty participants from seven states converged on Fort Benjamin Harrison State Park Inn for some focused in-person development and discussion to improve E... [More]
Patron Power: Enable Your Users - Highlights from Koha-US Con 2019
November 11th, 2019
This year, from September 18 - 21, Koha-US held its annual conference in Pueblo, CO at the beautiful Pueblo City-County Library District - Rawlings (Main) Branch. The conference theme was "Patron Power: Enable Your Users." I was fortunate to be able ... [More]
Community News - Fall 2019
October 22nd, 2019
As the days shorten and the season is turning to autumn, it is once again time for a new Evergreen release! Release 3.4 came out early this October, and Equinox’s Galen Charlton was the Release Manager this cycle. Like all Evergreen releases, 3... [More]
You Are Open Source - Jake Posey, John Brown University Library
October 16th, 2019
Fall is in the air and suddenly we are looking at the end of 2019. Its been an exciting year of new initiatives and we are thrilled to be rolling out another “You Are Open Source” because it’s our collaborators that make what we do ... [More]
Welcome Jason Boyer
October 3rd, 2019
We are excited to welcome the latest member of our expert staff, Jason Boyer, joining us as Senior Systems Administrator. As part of introducing him to you, although you might know him already from Evergreen, he graciously allowed us to subject him t... [More]
Census is Coming
August 19th, 2019
March-April 2020 promises to be a particularly busy time for libraries in the United States. In addition to the usual flurry of activity around Tax Day, people will be completing their responses for the 2020 Census. In particular, many people will be... [More]
American Association of Law Libraries: Open Source Well Represented
August 19th, 2019
Law librarians from all over the world gathered in July in Washington, DC for the American Association of Law Librarians (AALL) Annual Meeting and Conference.  When asked if I wanted to attend, I jumped at the chance. It was an opportunity for m... [More]
Community News - Summer 2019
July 30th, 2019
This summer, the American Library Association Annual Conference was held in Washington, DC. Several Equinox staff were on hand to attend sessions, meet with customers, hand out rubber ducks, and of course experience some great DC food and culture. Al... [More]
Welcome Jennifer Weston
July 23rd, 2019
We are thrilled to welcome the latest member of our expert team, Jennifer Weston. She is Equinox's Implementation Project Manager bringing with her ten plus years of library experience and a love of metadata and collaboration. By way of introduction ... [More]
3.3 Evergreen Tips & Tricks: New dedicated field for Parent/Guardian Info
July 15th, 2019
Version 3.3 of Evergreen sees the addition of a dedicated field to record a parent or guardian name in juvenile or dependent patron accounts.  The Parent/Guardian information will display in the patron summary for easy identification and it is a... [More]
You Are Open Source - Jane Sandberg, Linn-Benton Community College Library
July 8th, 2019
We're excited to be back for the next installment of, "You Are Open Source," an ongoing initiative to highlight the vibrant communities and libraries we call partners. We would like to introduce you to Jane Sandberg, Electronic Resources Librarian at... [More]
More than a label: Library Names in Evergreen Part Two
June 5th, 2019
For a lot of communities their library's name conjures something precious to the mind and heart, which is great. But behind the circ desk the library name is often just a label so that staff know where a returned book needs to head to. Because commun... [More]
What's in a name? Library names in Evergreen Part One
May 28th, 2019
Like most library management systems, Evergreen assumes that staff and patrons have very different needs.  One of the less obvious differences is library names, or what in Evergreen are called organizational, or org, unit names.  Org units ... [More]
You are Open Source - Joelle Hannert, Northwestern Michigan College
April 23rd, 2019
Welcome back to our second installment of "You Are Open Source," part of an ongoing initiative to highlight the vibrant communities and libraries we have the pleasure to call partners. We would like to introduce you to Joelle Hannert, library and tec... [More]
Koha tip: I am not a number, I am a book in a free ILS!
April 18th, 2019
Most of the time, using Koha can seem like just a matter of giving it random numbers and expecting non-random results. Consider a typical checkout:The number "30374000002741" is of course the results of scanning an item's barcode. But what do you d... [More]
Evaluating Open Source: "How?"
March 26th, 2019
How will this product meet your needs? Make sure that the solution you are considering can be tailored to your needs not you tailored to fit the product. This and more in our last installation of our evaluating open source mini-blog series - this wee... [More]
Evaluating Open Source: "When?"
March 20th, 2019
Is the open source solution you are considering kept current? Here's a short list of questions to ask as you're evaluating an open source solution for your library as part of our mini-blog series. This week's theme is "when?"When was the program fi... [More]
Evaluating Open Source: "Where?"
March 12th, 2019
Find your community before you adopt. One of the advantages to open source are the communities that write them. This is just one reason why evaluating open source doesn't have to be complicated - there are welcoming groups ready to assist. Follow our... [More]
Evaluating Open Source: "What?"
March 8th, 2019
Evaulating an open source solution for your library doesn't need to be complicated. Our staff, after collaborating with libraries and our partners, have developed these questions as a potential starting point. Follow our new series "Evaluting Open So... [More]
Library Life Hacks: New Inventory Date field in Evergreen 3.2
January 18th, 2019
An inventory date can now be assigned to items in Evergreen 3.2 to help facilitate performing inventory for your collections.  Evergreen provides two methods for adding an inventory date to an item: through the Check In interface or in the Item ... [More]
It's Here - Koha 18.11
January 7th, 2019
Twice a year comes a new major version of Koha, but for us in the Northern Hemisphere, the release at the end of the year can feel like a holiday present!  This past November, Koha 18.11 was released with a plethora of new features and enhanceme... [More]
Community News - Winter 2019
January 7th, 2019
Among the pleasures of working with open source software projects are the great communities that we get to participate with, and it has been a busy few months!In November, the Evergreen community held its annual Hack-a-Way, hosted by Equinox.  ... [More]
You are Open Source - Scott Thomas, Pennsylvania Integrated Library System/SPARK
December 12th, 2018
Scott Thomas, Executive Director of PaILS/SPARKAt Equinox we believe that open source ILS's are fundamentally community-based - our community is what makes open source technology for libraries possible. That means that we are only a small portion o... [More]
What Makes for a Squashed Bug? A Quick Overview of Evergreen Bug Squashing Week
November 28th, 2018
Even though bug squashing is a continuous process, the community does set aside dedicated time in the later stages of a release cycle to focus on squashing bugs before the general release. This is Bug Squashing Week -- it used to be a single day, but... [More]
Acquisitions Enhancements in Evergreen 3.2
November 21st, 2018
In Evergreen version 3.2, there are a few new enhancements to the Acquisitions module to help with management of purchase orders and invoices.Purchase OrdersWhen all copies attached to a lineitem (title) on a purchase order are marked as canceled... [More]
A New Feature Expands Patron Possibilities: Evergreen 3.2 Adds Patron Preferred Name
November 7th, 2018
In Evergreen 3.2 a preferred name can now be added to a patron account in addition to their primary name.  A preferred name can be recorded during initial account registration or by editing the patron account for the following name fields:  ... [More]
Seven Evergreen Release Roles Explained in Fewer than 280 Characters
October 19th, 2018
Over the past few months the Evergreen community, including Equinox, has been busy making Evergreen even better in preparation for the new 3.2 release.As always, a release represents the efforts of dozens of community members.  Here’s so... [More]
Why Hack-A-Way?
October 9th, 2018
Much of the work of developing Evergreen's code and documentation, testing the results, and making sure that folks know about it happens online. Email, IRC, and videoconferences help move the work forward, but sometimes there's just no substitute f... [More]
Koha Tip: Lists - For More than Bibliographies
September 28th, 2018
Yes, as a staff member, you can use Koha’s Lists feature to create great bibliographies that can be made public and shared to your users on the public catalog, but you can also do much more, like merging duplicate records.Place the duplic... [More]
Equinox at KohaCon18
September 27th, 2018
KohaCon18 was held in Portland, OR last week and several of us at Equinox were lucky enough to attend.  It was three days full of fascinating presentations by a truly international open source community. There were presentations from attendees... [More]
Highlights from ALA Annual
July 27th, 2018
We had a great time last month attending the ALA Conference in New Orleans.  With over 10,000 people in attendance, it was a wonderful time to see colleagues, visit with customers, attend sessions and listen to influential speakers such as forme... [More]
Collaborative Edge: Equinox partners with BookNet Canada and Above the Treeline to Bring Increased Functionality to Evergreen Libraries
July 27th, 2018
As part of their ongoing support of public libraries, Equinox is pleased to highlight their collaboration on two projects providing increased access to collections management and benchmarking tools to Evergreen Libraries.“Equinox is proud to... [More]
Koha Tip: Will the True Font Please Stand up?
July 7th, 2018
One of our customers had a question about the naming of cats fonts recently, and the answer to that question is a tip that may be of interest to other users of Koha.Specifically, the Koha label creator comes with a set of fonts to choose from by defa... [More]
Chat Open Source
June 26th, 2018
Over the last few months Equinox staff have taken turns hosting #ChatOpenS - a Twitter Chat dedicated to networking with and brainstorming for the growth and success of open source communities. The last two chats were hosted by our Infrastructure and... [More]
Meet the Staff Back Stories: Sally Fortin
April 16th, 2018
Here at Equinox we're passionate about making open source solutions work for you. We're publishing the "Back Stories" blog series so you can get to know the expert staff behind the scenes making it all possible. Sally Fortin is our Special Projects C... [More]
Evergreen 3.1 Twitter Questions & Answers: New Features
April 5th, 2018
With the release of Evergreen 3.1 at the end of March we celebrated with a Twitter Question and Answer session highlighting the latest features and how you can get involved. The below features were funded by community members; see specific organizati... [More]
Meet the Staff Back Stories: Rogan Hamby
March 19th, 2018
Here at Equinox we're passionate about making open source solutions work for you. We're publishing the "Back Stories" blog series so you can get to know the expert staff behind the scenes making it all possible. Rogan Hamby is our Data and Project An... [More]
Meet the Staff Back Stories: Andrea Buntz Neiman
March 2nd, 2018
Here at Equinox we're passionate about making open source solutions work for you. We're starting the "Back Stories" blog series so you can get to know the expert staff behind the scenes making it all possible. Andrea Buntz Neiman is our Development P... [More]
The Love of Reading: Equinox Welcomes its Newest Booklover
February 14th, 2018
The first word spoken by most children is “mama” or “dada.”  The first word spoken by my daughter, Elisabeth, was “book.”  As a very young child, she would sit on the floor, poring over books, often con... [More]
You Can Go Home Again
December 20th, 2017
Felica Beaudry is our Product and Implementation Trainer. Below is her professional journey to joining us at Equinox and promoting open source technologies:I’ve been working in libraries in one capacity or another for more than 20 years. I spen... [More]
Evergreen 3.0 Tips and Tricks: Preparing for Migration Part II
December 13th, 2017
On November 29, 2017 we held a follow up Question and Answer session on Twitter about migrating to Evergreen 3.0 and rolling out a migration in general. Leading the chat this time was Rogan Hamby, our Data and Project Analyst. For this discussion we ... [More]
Evergreen 3.0 Tips and Tricks: Preparing for Migration
November 6th, 2017
Last month, with the help of our Infrastructure and Added Services Manager, Galen Charlton, we hosted our first Evergreen 3.0 Twitter Question and Answer Session. As your organization prepares to migrate to the latest version of Evergreen we wanted... [More]
Equinox Open Library Initiative FAQ
January 12th, 2017
Q. What is the Equinox Open Library Initiative?As of January 2017, Equinox Software is the Equinox Open Library Initiative, a nonprofit organization ensuring that libraries and cultural heritage institutions can implement open source technologies w... [More]
Welcome, Andrea!
October 14th, 2016
Equinox is excited to announce the newest member of our team:  Andrea Buntz Neiman!  Andrea has filled the position of Project Manager for Software Development and began work this week.  In her new role, she will coordinate with custom... [More]
Evergreen 2015: Rhythm
October 1st, 2016
Sundial by liz west. CC-BY on FlickrIn 2015, Evergreen saw two major releases, 2.8.0 and 2.9.0, and a number of maintenance releases.Two major releases in 2015, just as there were two in 2014, and in each of the three years before that ... [More]
Evergreen 2014
September 30th, 2016
This past weekend I visited a farm in Central Washington and was able to see the full life cycle of crop production.  In one area, closed and light controlled, seeds germinate into small seedlings.  When large enough, the seedlings are te... [More]
September 29th, 2016
By 2013 Evergreen was, to coin a phrase, “nominally complete.”  It had gained the features needed to check off most of the right RFP boxes, and so be considered alongside other ILS’s with a significantly older code base.  ... [More]
Evergreen 2012: ownership and interdependence
September 26th, 2016
“Cats that Webchick is herding” by Kathleen Murtagh on Flickr (CC-BY)A challenge common to any large project is, of course, herding the cats. The Evergreen project has pulled off a number of multi-year projects, including completely... [More]
Evergreen 2011
September 25th, 2016
This is the sixth in our series of posts leading up to Evergreen’s Tenth birthday.20062007200820092010Metamorphosis is the word that comes to mind when I think back on 2011. It was Evergreen’s five-year mark and we had g... [More]
Evergreen 2010 : Sine Qua Non
September 24th, 2016
This is the fifth in our series of posts leading up to Evergreen’s Tenth birthday.  2006200720082009I often tell people I hire that when you start a new job the first month is the honeymoon period. At month three you are pani... [More]
Evergreen 2009: Not Just Code
September 23rd, 2016
This is the fourth in our series of posts leading up to Evergreen’s Tenth birthday.  200620072008I first became aware of Evergreen in 2007 when I saw a posting on a library technology listserv.  As an open source advocate ... [More]
Evergreen 2008
September 22nd, 2016
This is the third in our series of blog posts leading up to Evergreen’s 10th birthday.  The other posts can be found here and here.At the beginning of 2008, I was working for the South Carolina State Library. Like many libraries, we were... [More]
Welcome, Terri!
September 20th, 2016
Equinox is pleased to announce that we have hired a new Office Manager.  Her name is Terri Harry and we couldn’t be more thrilled to have her on board!  Terri is local to the metro Atlanta area and started work in August.Terri compl... [More]
Evergreen 2007
September 19th, 2016
This is the second in our series of posts leading up to Evergreen’s birthday.  The series starts with Jason’s post from yesterday.  Please do read that if you haven’t already!In 2007 Evergreen became Open Source software... [More]
Then you win
September 2nd, 2016
Here we are, ten years after the world started using Evergreen, twelve years after the first line of code was written.  Gandhi may not have coined the phrase, but whoever did was right: first they ignore you, then they laugh at you, then they fi... [More]
Evergreen 2016: Symbiosis
September 1st, 2016
Photo by Erica RohlfsWhen I hear the term “Evergreen,” it immediately invokes images of nature’s symbiotic relationships – Bald eagles nesting in coniferous trees, lady slipper orchids thriving in soil nutrients typicall... [More]
Evergreen 2006
August 18th, 2016
I have trouble pinpointing the exact moment when Evergreen was conceived, even though I was one of the principal agents.  Let me start by covering a few acronyms: PINES is the name of a statewide inter-lending library consortium project in Georg... [More]
4,208 Days, 22,653 Commits, 1,883,352 Lines of Code
August 17th, 2016
Ten years ago, something remarkable happened. A brand new open source ILS went live in over 200 libraries across the state of Georgia. While the migration happened in a matter of days, it was the culmination of two years’ worth of work by a sma... [More]
See You In Orlando!
June 22nd, 2016
We’re packing up and preparing to head to Orlando for ALA Annual this week!  Equinox will be in Booth 1175. Throughout the conference, you’ll find Mike, Grace, Mary, Galen, Shae, and Dale in the booth ready to answer your questio... [More]
Pack Up The Party Bus!
April 15th, 2016
With the Code4Lib and PLA Conferences behind us, we’re now looking ahead to the Evergreen International Conference coming up on April 20.  As you could probably guess, this is our favorite conference of the year!  We love Evergreen an... [More]
April 13th, 2016
Every year, Library Journal investigates the Library Systems Landscape.  In this series of articles, libraries and vendors alike are polled and interviewed in order to come up with a cohesive glimpse into Libraryland’s inner workings. &n... [More]
On The Road Again
February 5th, 2016
It’s a new year, which means it’s time for the Equinox team to hit the road and attend some Spring conferences!  Here’s where we’ll be for the next few months:Code4Lib Conference in Philadelphia, Pennsylvania March ... [More]
Looking back, looking forward
January 4th, 2016
More than any previous year, 2015 was a year of growth and change for Equinox.We forged new partnerships that will let us serve our customers more efficiently and effectively.We helped some of the largest and busiest library consortia in the US... [More]
Notes from day 2 of the 2015 Evergreen Hack-A-Way
November 6th, 2015
My quest to drink all of NOBLE’s coffee may be at an impasse… it just. keeps. coming. Fortunately, the Evergreen Hack-A-Way is not actually about the coffee… it’s about the people.  Some highlights from today:K... [More]
Notes from day 1 of the 2015 Evergreen Hack-A-Way
November 5th, 2015
I have two things to say to the North of Boston Library Exchange (NOBLE).  First, thanks for hosting the 2015 Evergreen Hack-A-Way, the annual in-person gathering of folks interested in Evergreen development!Second: challenge accepted!Some... [More]
Equinox Contributions to Evergreen Version 2.9.0
September 28th, 2015
The Evergreen Community has recently released version 2.9.0 and Equinox is proud to once again be among the top contributors to this release. The 2.9.0 Release Notes can be found here, which detail all of the new features and enhancements.  ... [More]
Autumn Adventures
September 15th, 2015
 It’s getting down to a brisk 70 degrees here in Georgia and that can only mean one thing:  Fall is upon us!  Next week, it will likely hit 90 degrees again but that won’t deter us from wearing sweaters and drinking pum... [More]
Four Years Strong
June 22nd, 2015
(Photo by Erica Rohlfs, Cape Fear, NC)Happy 4th Anniversary to NC Cardinal!In June 2011 Equinox migrated two pilot libraries, Cleveland County Library System and Mauney Memorial Library, to NC’s brand new Evergreen system. Since t... [More]
May 28th, 2015
 As the conference shuttle sped along I-84 from PDX to Hood River I tried to puzzle out a solid meaning for the selected theme of the 2015 International Evergreen Conference: Scaling Up Openness. It’s a broad, somewhat fuzzy theme.I ... [More]
Evergreen International Conference 2015
April 15th, 2015
Equinox is proud to be a Platinum Sponsor for this year’s Evergreen International Conference.  The conference will be held in beautiful Hood River, Oregon.  We’re thrilled to have this opportunity to connect with Evergreen users... [More]
An Open Talk
April 9th, 2015
Last month, Equinox President Mike Rylander had the opportunity to give a lecture at Young Harris College in North Georgia.  The topic was “Work and Value in the Information Age:  What Does It Mean to Have Access to Information?&rdquo... [More]
Equinox deprecates support of mouse cursors
April 1st, 2015
There has been an internal debate within Equinox recently. Here’s a sample of some of the discussion:“We support free and open source library CATalog software, no?”“But I’m a dog person!” … “Don&... [More]
February 13th, 2015
Chicago is home of many great things — the best pizza in the world, lions guarding the art museum, and the American Library Association’s headquarters.At the 2015 ALA Midwinter Conference, it was also home to a great deal of snow &mdash... [More]
Felis catalogus
January 5th, 2015
Earlier in 2014, a lot of librarians and library techies united under the #libs4ada hashtag to raise money for the Ada Initiative.During the fundraising, some perhaps intemperate challenges were issued — and as a result, dresses were pur... [More]
Putting the Cat into the Catalog for #libs4ada
September 23rd, 2014
The #libs4ada fundraising campaign for the Ada Initiative was a smashing success. Including matching funds provided by Bess Sadler, Andromeda Yelton, Chris Bourg, and Mark Matienzo, the library community raised over $21,000 to support the... [More]
Development contributions for Evergreen 2.7
September 11th, 2014
Well, it’s time for another Evergreen release, delivered this time by ace release manager Ben Shum, which means it’s time for vociferous thanks to our partners!Equinox would like to thank NOBLE for funding the following improvements:... [More]
Support the Ada Initiative
September 10th, 2014
I’d like to take a moment to tell you a little story, if you would indulge me.A few weeks ago I was having a professional discussion with a much admired colleague and she commended me on my technical skills.  Without conscious thought th... [More]
September 9th, 2014
Open Source can be a confusing term for the uninitiated.  If you are not a person directly involved in IT, it may be a term you’ve never even heard.  What does it mean?  How does it affect me?The truth is–most people use ... [More]
Eight years on
September 2nd, 2014
Eight years ago this past weekend, Labor Day in the US, I spent 72 sleepless hours migrating the first 275 libraries to Evergreen.  I can’t claim to remember every moment of that long weekend, but I’m told that there were many feats ... [More]
Onward and Sprintward
August 26th, 2014
We are pleased to report that Sprint 1 of the “browserfication” of the Evergreen staff client is complete – on time and in budget, natch!Sprint 2 is up next and that sprint is… Cataloging!Mike Rylander and Galen Charlton ... [More]
Michigan Evergreen Project Chooses Equinox
August 13th, 2014
FOR IMMEDIATE RELEASEDuluth, GA–August 13, 2014The Michigan Evergreen Project (managed by Midwest Collaborative for Library Services) has chosen Equinox Software Inc. to provide its hosting and support services. Michigan Evergreen... [More]
Browser Staff Client Sprint #1 Complete
August 11th, 2014
Well, the title says it all.  Development for the first “sprint” of the browser staff client is now complete.In addition to the circulation features implemented, this sprint also includes a significant amount of infrastructure wo... [More]
On Partnership and Continued Growth
August 8th, 2014
Evergreen was built to grow and that’s exactly what one of our customers intends to do in the next several months.  PaILS and its SPARK Consortium have been using Equinox for hosting and support since 2013. Under Equinox’s management... [More]
Evergreen Virginia Project Chooses Equinox
July 24th, 2014
FOR IMMEDIATE RELEASEDuluth, GA—July 24, 2014The Evergreen Virginia Project has chosen Equinox Software, Inc. as their Evergreen support vendor. The ESI team upgraded them to the newest v2.6.1 release as part of the transition and they will... [More]
Kent County Public Library Live on Sequoia
July 21st, 2014
FOR IMMEDIATE RELEASEDuluth, GA–July 21, 2014Kent County Public Library has become the first library system to move to Equinox’s new Sequoia service platform. Equinox has hosted Kent for six years, making them the natural choice for S... [More]
The finish line is just the start
July 7th, 2014
Here I sit, at the halfway point between the first production Sequoia Evergreen deployment and the second — a moment over a year in the making.We’ve been designing and building the Sequoia infrastructure since the late spring of ... [More]
Come see us at ALA 2014!
June 23rd, 2014
Come see Equinox at ALA 2014! We’ll be at booth 1843 showing off the latest Evergreen and Koha features, of course, but also drop by and take a gander at our brand-spanking-new offerings.FulfILLment, our open source ILL product, has reached v... [More]
A slew of Evergreen development
June 11th, 2014
Well, it’s past time for another installment of “Fabulous Evergreen Improvements!”.  Brought to you today by Equinox, in partnership with BC Libraries Cooperative, Natural Resources Canada, NC Cardinal, NOBLE, and MassLNC.Tha... [More]
Patches of May Flowers
May 20th, 2014
It’s been a long winter, but at last spring is here, and it’s beautiful!Community Day has remained on our monthly calendar here at Equinox, though tooting our horns about it… perhaps not so much.Nonetheless, here’s what w... [More]
Double (and a half) Trouble
January 29th, 2014
With the holidays, new year, vacations, travel, and the attendant digging out from said, I let slip my duty to brag about all the awesome (and often under-appreciated) work that my Equinox coworkers did during our last two (and a half) community days... [More]
AIM Higher
January 24th, 2014
Previously, I discussed some important and common sustainability problems that Open Source projects and communities can face.  The first of our new service offerings to debut will address both defect repair and quality assurance (QA) of Open Sou... [More]
Of things to come
January 22nd, 2014
At Equinox, we provide problem solving services to libraries.  We choose to create and deliver these services within the context of Open Source, both the development methodology and the community building mechanism, because we believe that Open ... [More]
Happy Holiday Development!
December 23rd, 2013
I’ve been remiss about posting about our development projects this year but in the spirit of the almost-new year, I’m turning over a new leaf. Please join me in thanking MassLNC and the BC Libraries Cooperative in sponsoring the final Eve... [More]
Equinox Presenting at 2014 Evergreen International Conference
December 18th, 2013
We’re very pleased that many of our presentation proposals were accepted for the 2014 Evergreen International Conference. Overall, Equinox is involved in fifteen presentations spread among nine lucky Equinoxians.Galen CharltonGrace Dunbar... [More]
November 14: Stomping Day
November 15th, 2013
But don’t worry — bugs, not weasels.  That’s the label I’d give to this month’s Equinox Community Day.Where as last month saw a focus on the creation of new features or infrastructure, this month seemed ... [More]
Sometimes you really do want a merge conflict
November 14th, 2013
As Koha release manager, one of the things I do is supplement patches written by other community members by adding regression tests. While reviewing and pushing two patches involving search today, I ran into a situation where doing a Git merge ended ... [More]
Hacking Away a Web-Based Staff Client
October 15th, 2013
One of the focuses for the recent Evergreen Hackaway was the web-based Evergreen staff client.  (see discussion notes  I spent a lot of my time there building small prototypes and discussing various web developme... [More]
Patches and testing and feedback, oh my!
October 14th, 2013
This past Thrusday, October 10, was the second Equinox Community Day.  I introduced Community Day last month, and this month was just as big of a success.  There was some follow up from the work done in September and several new projects, t... [More]
Quality Assurance, part 3
October 11th, 2013
The QA project as funded is complete and a report of activities and analysis can be found here: work would not have been possible without the generosity of our funding partners: Georgia Public L... [More]
A Report from the 2013 Evergreen Hack-A-Way
October 4th, 2013
Bill Erickson and I traveled to Grand Rapids, Michigan last month to the 2013 Evergreen Hack-A-Way, an event drawing together many of our developer colleagues from across the Evergreen project.We were hospitably received by our hosts at Calvin Coll... [More]
The 7 Year Itch
September 26th, 2013
Here we are, at the 7-year mark for Evergreen and I’ve been thinking a lot lately about the numerous success stories we have in our community.  There is an Equinox customer who reports that they are seeing a savings of 70% per year over wh... [More]
Introducing Community Day
September 18th, 2013
Every employee of Equinox has shown a desire to go above and beyond their normal work duties and pitch in with community efforts.  They assist in creating and maintaining the online presence of various open source projects. They help new communi... [More]
Quality Assurance, part 2
July 3rd, 2013
Quality Assurance, part 2We are entering our 4th week of the QA project and here is what we’ve done since the last report:We’ve created the unit test for the Dewey sort bug in Koha, [More]
Quality Assurance
June 19th, 2013
Earlier this year, Equinox’s president, Brad LaJeunesse, put out a call to the wider Evergreen community for literal and figurative buy-in to a project for improving the QA processes and tools used with Evergreen development:http://georgialib... [More]
Bragging on Equinox Support
April 25th, 2013
At Equinox, Technical Support for Koha and Evergreen is a core service. Providing quality support services is vitally important for our customers; it has an immense impact on their experience with the software, and further, affects how they perform t... [More]
A new pilot light for heating up Evergreen searches
March 11th, 2013
A very important factor in getting good performance from your Evergreen system, particularly catalog searches, is making sure that your database server’s filesystem cache is hot. In particular, if the PostgreSQL files that make up the indexes o... [More]
Bibliomation and MassLNC Sponsoring Search Enhancements Development in Evergreen
February 18th, 2013
Bibliomation and MassLNC are sponsoring development of search enhancements in Evergreen Open Source ILS.  Equinox Software will be spearheading the development project.  Ultimately, the goal of this development project is to make the follow... [More]
Alexander Street Press sponsoring enhancements in Evergreen
February 13th, 2013
Alexander Street Press, publisher of award-winning online collections and videos for scholarly research, teaching and learning, has partnered with Equinox Software to sponsor the following enhancements in Evergreen Open Source ILS.  There are tw... [More]
BC Libraries Cooperative and MassLNC sponsoring Acquisitions enhancements in Evergreen
February 13th, 2013
BC Libraries Cooperative (BCLC) and MassLNC have teamed up to sponsor some Acquisitions (Acq) enhancements in Evergreen Open Source ILS.  This project encompasses the following development:1.  a server-side Acq batch update API to be used... [More]
Exploring WebSockets and Evergreen III : Proof of Concept
February 6th, 2013
We’ve seen what Websockets are and how their persistent connections could provide considerable speed benefits and reduction of network traffic.  In this post, I’ll introduce some proof of concept code so that we can bring the discuss... [More]
Exploring WebSockets and Evergreen II : Long-Lived Connections
January 21st, 2013
If you’ll recall from the previous post [], one benefit of Websockets is that it allows “messages to be passed back and forth while keeping the connection open&rdquo... [More]
Exploring WebSockets and Evergreen
January 14th, 2013
I gave a brief presentation on websockets at the mid-term developers meeting last September in Atlanta. Since that time, I’ve given the topic a lot of thought and I’ve done a fair amount of coding and experimentation.  I’d like... [More]
Development of Calculated Proximity Adjustment in Evergreen
December 4th, 2012
Bibliomation, HSLC, MassLNC, and Sage Library System of Eastern Oregon have teamed up to sponsor the development of Calculated Proximity Adjustment in Evergreen Open Source ILS.  The development will consist of encoding policy-level information ... [More]
Evergreen Enhancements Sponsored by Bibliomation
November 19th, 2012
Bibliomation, Inc. is sponsoring some Evergreen Open Source ILS enhancements.  Specifically, the development will address two enhancements:  1) adding the call number to each item saved in My Lists and 2) refreshing the item status screen t... [More]
P.V. Supa is Sponsoring Evergreen Development
November 19th, 2012
P.V. Supa is sponsoring development to integrate GoodStaff, an RFID software product, with Evergreen Open Source ILS.  Developers from Equinox Software, Inc. will be leading the development.  GoodStaff is a solution to enable RFID integrati... [More]
FulfILLment Testing Pilot Project
September 26th, 2012
The Pacific Library Partnership, consisting of three libraries in California, has contracted with Equinox Software, Inc. to test FulfILLment.  The partnership consists of Los Gatos Public Library, Peninsula Library System (the city of San Mateo ... [More]
Porting organizational unit hiding from JSPAC to TPAC in Evergreen
August 24th, 2012
Niagara Evergreen Consortium is funding the porting of organizational unit hiding in the JSPAC (Java Script OPAC) to the TPAC (Template Toolkit OPAC) in Evergreen open source ILS. They also originally funded this development in the JSPAC. Equinox dev... [More]
How Holds Work
August 15th, 2012
I’m a sucker for superheroes, characters with superhuman strength, virtue, and technology who always save the day.  I saw The Dark Knight Rises a few weeks ago, and, with Batman on the brain, started work on a presentation that would synth... [More]
High-speed 2.3 ACQ development
July 11th, 2012
ESI has some exciting acquisitions related development news!The following list represents an overview of what we will be working on during July for inclusion in Evergreen 2.3. This is a short time line and a large set of new features, but based on ... [More]
Here we grow again! Link checker functionality in Evergreen
May 11th, 2012
Equinox Software, Inc. is excited to announce the development of link checker functionality in Evergreen. Evergreen currently has no built-in mechanism for verifying the validity of URLs stored in MARC records. The ability to verify URLs will be of p... [More]
May 10th, 2012
Bibliomation, Inc., Connecticut’s largest library consortium, is sponsoring the integration of Syndetic Solutions by Bowker with Template Toolkit OPAC (TPAC) in Evergreen.  Equinox developers will be writing the code for this project. ... [More]
Sharing (code) is caring
April 16th, 2012
As some of you know, ESI is finishing the creation of FulfILLment, a new Open Source resource sharing program. FulfILLment, unsurprisingly, is based on Evergreen and because of their shared lineage they have each driven the development of features in... [More]
Get to know your friendly, neighborhood open source ILL better! This week in FulfILLment: Patron and Staff Use
February 9th, 2012
Below is a brief overview of how patrons will be able to use FulfILLment:• Patrons will access the NGDI (next generation discovery interface) through the “find elsewhere” (customizable) link in their home catalog. Clicking the link... [More]
January 25th, 2012
Policies and Permissions in FulfILLment will be very flexible and highly configurable.  Read on to learn more.FulfILLment will have the ability to create policies to determine/control patron eligibility.  This is flexible down to specif... [More]
Berklee College of Music sponsoring development of Auto-suggest feature in Evergreen
January 17th, 2012
Berklee College of Music is sponsoring development to add an auto-suggest feature to Evergreen Open Source ILS search interfaces.  The goal of this development is to create a fast service for providing suggestions for user search queries which d... [More]
This week in FulfILLment…Patron Management and Patron Privacy!
January 12th, 2012
Have you been wondering how FulfILLment will handle patron management and privacy?  If so, you’ve come to the right place.  Read on for an overview of both.Patron Management in FulfILLment:Did you know…?FulfILLment can ... [More]
FulfILLment coming soon to a library near you!
January 5th, 2012
The beta release of FulfILLment is very near completion.  The projected beta release date is January 31, 2012, with a projected release of v1.0 at the end of March 2012.For the next few weeks, we’ll be posting more updates about FulfILLm... [More]
New Development Project for Evergreen
December 20th, 2011
Massachusetts Library Network Cooperative (MassLNC) & Equinox Software, Inc. (Equinox) are excited to announce a new development project for the Evergreen Open Source ILS.  This project is the result of an RFP issued by MassLNC in August 201... [More]
Where in the world is Equinox this fall?
September 29th, 2011
Equinox is hitting the road this fall!  If you’re attending a conference that we’re going to, come to our booth to chat.  We’ll be there to talk with you about open source systems for libraries or anything else you want to... [More]
June 14th, 2011
As part of preparing for our trip to ALA Annual this year in New Orleans (come visit us at booth 550!), we’re setting up our demo server to run both Evergreen and Koha.  Why run two open source ILSs on one server?  We’re doing s... [More]
Coming soon! The 1,000th Evergreen library
April 22nd, 2011
In preparation for my talk at the Evergreen International Conference on the "State of Evergreen," I have been updating my files of libraries running Evergreen and this time in more detail than I have in the past. It is an increasing difficult task be... [More]
Ready, Set, Fire!
April 11th, 2011
My boss, Galen, recently joked about shooting schedules out of cannons, which is a great visual for some of the chaos we’ve been managing. A little shot of fear rushed through me as I also imagined myself being shot out of a cannon and I had to... [More]
The Consortial Effect
April 5th, 2011
In a 2008 blog post Save the time of the reader, I analyzed available use data from PINES libraries. The question I had asked: was there an increase in use of PINES libraries after PINES switched to Evergreen? It was my conclusion based on that analy... [More]
Natural Resources Canada Library Development Update
November 23rd, 2010
Natural Resources Canada Library will sponsor development of  enhanced bibliographic record linking capability in Evergreen.  Equinox Software, Inc. is providing the development services.   The development will enable catalogers a... [More]
But is it sane?
November 19th, 2010
Earlier this month I attended the Charleston Conference, which focuses on issues in technical services. I attended a few years ago and the topics then were the emergence of e-books and e-journals, ERMs, federated searching and, of course, Google. Whi... [More]
An Open Source ILS Glossary–HTML Format
June 23rd, 2010
This is the HTML version of the glossary published in PDF format last week. It was converted to HTML by request. See version note at the bottom for version details. This version is now deprecated.Please see the updated version http://blog.esilibrar... [More]
Acquisitions Preview Tomorrow!
June 15th, 2010
Curious about the latest developments in the Acquisitions module?  Tomorrow, you can get an in-depth tour of Acquisitions in our Acquisitions Preview class! Staff in a variety of libraries and institutions, including public, academic, and specia... [More]
Survey Results For EG Compatible Products!
June 14th, 2010
In May, Equinox Software, Inc. asked the Evergreen community about their experiences with third-party products and the Evergreen ILS. Specifically, we wanted to know which products work with Evergreen, and which ones don’t. We asked about every... [More]
Things to Think About for a new Evergreen Library Consortium
June 9th, 2010
[Apologies for reposting but I forgot the Creative Commons license on both formats and the acknowledgments on the PDF. Those are the only changes in this version.][This post is also available as a pdf (310 KB)We have seen two kinds of consorti... [More]
An Open Source ILS Glossary
June 2nd, 2010
I have started this glossary as a kind of introduction to open source and the world of Integrated Library Systems/Library Management Systems. It is in PDF format. Comments welcome and I will add more terms related to the development process in a few ... [More]
Canned reports for Evergreen 1.6.0
April 21st, 2010
Introducing canned reports from Equinox Software! Due to increasing demand, Equinox has created nearly 40 canned reports and released them under the GPL.  The templates are compatible with all releases of Evergreen 1.6.0.The reports are divide... [More]
February 11th, 2010
Equinox is  expanding our services to include support for Koha, the open source integrated library system initiated by the Horowhenua Library Trust in New Zealand. Our press release can be found here.  We’ll focus on hosting, migratio... [More]
A new role for the Equinox community librarian
September 29th, 2009
It’s with mixed emotions that I write this (from the 25th floor of the lovely Amway Grand Plaza in Grand Rapids, where a team of Evergreeners has been planning the 2010 conference), but very shortly I am changing roles in the Evergreen communit... [More]
Introducing Lebbeous Fogle-Weekley, Evergreen Developer
September 25th, 2009
Equinox Software recently welcomed Lebbeous Fogle-Weekley to its Evergreen development team.Lebbeous Fogle-WeekleyFor the past three years, Lebbeous worked for an information security firm in Cleveland, Ohio, where he primarily wrote software... [More]
Introducing Joe Atzberger, Evergreen Developer
September 22nd, 2009
Joe Atzberger, Evergreen DeveloperIn late August, Joe Atzberger joined Equinox Software’s rapidly growing Software Development team. Since 2007, Joe had worked for LibLime as a developer on Koha (another open source library automation pla... [More]
The Equinox Promise: An Open Letter to the Evergreen Community
September 16th, 2009
Update: The Equinox Promise is not just for our Evergreen customers. It applies to our Koha customers as well, and will apply to every open source project that we may offer services for in the future.We at Equinox Open Library Initiative feel ... [More]
Welcome Grace Dunbar, PM for Product Development, Equinox Software
August 25th, 2009
Grace Dunbar, Equinox SoftwareGrace Dunbar recently joined Equinox Software as the project manager for product development. We are thrilled to have a second PM and one dedicated to development. It’s another sign of Evergreen’s growt... [More]
Welcome Galen Charlton, new Equinox VP for Data Services
August 20th, 2009
Galen CharltonThe Evergreen community has been enriched by the arrival of Galen Charlton, and we took a moment to ask him a few questions so we’d all get to know him better.A Little About Galen…Galen has worked in library autom... [More]
What we talk about when we talk about the ILS Marketplace
June 17th, 2009
Yesterday I sat through a webinar on the integrated library system marketplace produced by Library Journal and Polaris Software. It wasn’t awful, but like a lot of missed opportunities in LibraryLand, it also wasn’t great.The first half... [More]
Four Positions Open at Equinox Software
June 15th, 2009
Wow!  FOUR POSITIONS OPEN at Equinox Software (“The Evergreen experts”):  Sysadmin, migration specialist, software developer, and technical support.All jobs based in Norcross, Georgia, near metro-Atlanta.SYSTEM ADMINISTRAT... [More]
Equinox on Twitter
May 5th, 2009
Equinox now has a Twitter account: you’re on Twitter, give us a follow! We’ll post Evergreen and Equinox news.
Project Manager Position, Equinox Software
April 13th, 2009
Equinox Software, a growing and dynamic software development and support company based in Norcross, Georgia, is seeking a talented and dedicated Project Manager.We are looking for the following qualities in a candidate:The ability to juggl... [More]
Welcome Ben Ostrowsky to Equinox Software!
April 9th, 2009
Ben is a new Technical Support Specialist at Equinox, expanding our tech services department to meet our growing clientele. Ben comes to us with a sizable amount of library and Evergreen-specific knowledge. Ben received his MLS from the University of... [More]
Introducing Dawn Roberts, Director of Marketing
March 23rd, 2009
In March, Dawn Roberts became the newest employee at Equinox Software. As Director of Marketing,  Roberts will play a key role in establishing the company’s presence at industry trade shows and exhibitions. We asked Dawn a few questions&he... [More]
Migration Nation, Part 2: Six Months Before Launch
March 11th, 2009
This is part 2 of a series of posts about planning migrations to a new ILS.In the first post in this series, we asked some of the tough human-resource questions, focused primarily on whether you have the right people in place. In this post, we&rsqu... [More]
Three-minute Podcast by Jessamyn West on Open Source in Libraries
February 26th, 2009
Hear this very short podcast of Jessamyn West on the value of open source software in libraries — a quick preview of Jessamyn’s talk at the upcoming Evergreen International Conference, May 20-22 in Athens, Georgia. Coming soon: a short re... [More]
Migration Nation, Part 1: Thinking Ahead to a Successful Migration
February 3rd, 2009
The Equinox team has a few legacy-ILS-to-Evergreen migrations under its belt; it’s something we do well –and we’re getting better at it all the time. To launch this new year on a good foot, we’re publishing a six-part series o... [More]
Scott McKellar Joins Equinox Software
January 29th, 2009
Equinox Software recently welcomed Scott McKellar as its newest software developer (Laura, you’re no longer the newest!).Scott will help Evergreen, the consortial-quality library automation software used in hundreds of libraries worldwide, co... [More]
Equinox Out and About, Spring 2009
January 13th, 2009
Here is the current line-up for conferences through May where there will be at least one Equinox person in attendance.If you were thinking “Evergreen” and also thinking about these events — that’s one more reason to attend! ... [More]
Equinox at ALA Midwinter: Exhibits! Demos! Yummo Noshes!
January 7th, 2009
Equinox will be at ALA Midwinter 2009 — and we’d love to see you, too!We have a lovely event early Saturday evening, and we’d like to welcome you there. Email, RSVP through the Facebook event, or stop by the ... [More]
January 6th, 2009
ALA Techsource, a publishing arm of the American Library Association, just published Open Source Integrated Library Systems, a Library Technologies Report by noted librarian-technologist Marshall Breeding.Overall this 32-page report is of value to ... [More]
The Square of Engagement: Fully-baked Theory
January 2nd, 2009
Recently, over on the eIFL website, Randy Metcalfe posted “The Square of Engagement,” a terrifically well-crafted and fully-baked discourse on the many facets of engagement with open source.To over-simplify one of his main points, Randy... [More]
Very Last Open Source FUDBuster for 2008
December 22nd, 2008
(For a definition of FUD — Fear, Uncertainty, Doubt — and other open-source terms, see this open source glossary.)So I’m sitting in my home office studying Docbook, a standard for technical documentation, when a Chrismahannukah El... [More]
Welcome Laura, Newest Equinox Developer
December 16th, 2008
Laura McFarland joins Equinox Software at a fortuitous time, when Evergreen is in a very robust development stage and more and more libraries are coming on board. Laura spoke with Equinox about open source, good software, her work habits, and (we ha... [More]
December 9th, 2008
You probably think this post is going to be about Marshall Breeding’s new Library Technology Reports on open source, but I’m too busy making notes with my red pen to get that post done today (my review will probably be on the Evergreen bl... [More]
Equinox Software then and now: what a difference a year makes!
December 2nd, 2008
This was the 2007 holiday picture for Equinox, the support and development company for Evergreen, just six months after the original Evergreen development team founded the company.Equinox has grown since then, acquiring more developers, a project m... [More]
Learning from the Aussies
November 18th, 2008
I just returned from a five-city”road show” hosted by CAVAL and VALA. I spoke about open source in libraries while Lizanne Payne of WRLC spoke about mass storage. In two weeks we visited libraries in Sydney, Brisbane, Perth, Adelaide, and... [More]
Evergreen Newsletter Debuts
November 3rd, 2008
Over on the Evergreen project blog you can find Volume 1, Number 1 of the Evergreen newsletter, a new monthly publication for all things Evergreen. This month’s issue updates you on the 1.4 release candidate, acquisitions, save the dates”... [More]
Happy days are here again!
October 1st, 2008
There’s a small element of defiance in that blog post title. The news “out there” in the wider world is a little rough, no doubt about it. But I am going to keep my eyes fixed on the good stuff happening around us — and... [More]
Freelance work for acquisitions documentation writers
September 15th, 2008
We have an immediate need for writers who can produce well-written documentation for acquisitions services in library automation software. Librarians and other library workers who use, configure, or manage library acquisitions systems are the audienc... [More]
Progress on Evergreen Release 1.4
September 8th, 2008
(Oh, and yes, this is the new site:!)The Evergreen developers are reporting good progress on Release 1.4, which means that we’re on track with the Evergreen roadmap. For even more details, you can follow the develop... [More]
Who Stole Monday?
September 4th, 2008
This Monday-less holiday week snuck up and stole my blog post. I tried, really I tried, but honestly, I was wrapping my brain around so many other things that every time I started a blog post, it skittered out of my brain. Now it’s Thursday, wh... [More]
Link Round-up
August 25th, 2008
Note: you read it here first: this blog will be moving soon (where “soon” is roughly equal to one or two weeks) to handsome new digs. You will get plenty of notice and lots of follow-on reminders… just wanted to alert you.It&rsqu... [More]
FUDBuster #6: A Million Little Pieces (of Evergreen FUD)
August 18th, 2008
The first five FUDBuster posts in this series focused on some of the biggest whoppers spread about open source software and Evergreen in particular… the Fear, Uncertainty, and Doubt used to undermine an effort. Starting next week I’m mov... [More]
August 18th, 2008
Earlier in August, Shawn Boyette joined the Equinox team as a Data Migration Specialist.Shawn is a programmer/sysadmin/language designer/cook with (in his words) “over a decade of cripplingly painful industry experience.” He comes to ES... [More]