1. Evergreen in 45 minutes Introducing Evergreen: eIFL-FOSS open source ILS workshop June 10, 2008 Dan Scott

2. Agenda History Some sample Evergreen systems Current capabilities Development roadmap Architecture Some ideas for hands-on sessions

3. History Y2K crisis Georgia Public Library Service (GPLS) forms PINES consortium Proprietary library system can't handle 250 branches GPLS decides to build their own open source library system in 2004 September 2006: Evergreen goes live

4. Sample Evergreen systems Georgia PINES 9.6 M items, 1.8 M patrons, 275 branches Handles peaks of 12,000 circs / hour British Columbia “Sitka” University of Prince Edward Island 360,000 items, single-server system Conifer 5 M items, 250 K patrons, 4 universities + 10 small partners

5. Cataloguing (1.2)‏ Cataloguing Full MARC editor with context-sensitive help MARC21 import from Z39.50 & command line Unlimited MARC templates Authority validation Bucket operations: Merge bibliographic records Delete or edit records and copies Transfer copies to a different call number Export records

6. Circulation (1.2)‏ Duration and fine rules based on item type, patron type, location Pre-cataloged and non-cataloged items Robust off-line circulation including patron registration Holds: Bib record, call number, and item-level holds Hold freezing and thawing Hold protection (prevent holds on new items)‏

7. Reporting (1.2)‏ Access to any element or transaction Filters and aggregate functions Scheduling, email notification Excel, CSV, and HTML output

8. Catalogue (1.2)‏ Every URL can be shared Easy to customize look and feel Themes for colour Skins for behaviour, text Plain old HTML and JavaScript Basic catalogue (“slimpac”) supports accessibility, mobile devices

9. Catalogue (1.2)‏ Search: Sort by relevance, publication date, title, author Limit to author, title, subject, series, keyword Spell checking for low or no results Results: Content enrichment supports covers, table of contents, reviews, author biographies Group results by format and edition Browse nearby results by call number RSS feeds

10. Development roadmap 1.2 – already available 1.4 – summer 2008 Move circulation rules into the database Internationalization SRU / Z39.50 server 2.0 – winter 2008 Academic reserves Acquisitions Dynamic authority support MARC import Serials

11. Internationalization 1.2: All data is stored in Unicode (UTF-8)‏ Catalogue (via DTD)‏ 1.4: Translations stored in gettext PO format (complete)‏ All in-database strings (complete)‏ Staff client (80% complete)‏

12. Acquisitions Tracking and notification from request through item delivery Sharable selection lists Currency support MARC order record loading Electronic Data Interchange (EDI) support for EDIFAC, Tradacoms, ANSI X12 Development version visible at http://acq.open- ils.org

13. Serials MARC Format for Holdings Data (MFHD) support regularity patterns, issuances, holdings statements and textual summaries Per-library subscriptions, check-ins, predictions Bonus: improved e-resource management as URLs become full per-library objects

14. Entity relationships Bibliographic records (MARC record)‏ Call numbers Copies (Barcodes)‏ Organization units UsersProfile Organization type

15. Architecture PostgreSQL Jabber open-ils.cstore open-ils.* open-ils.rstore open-ils.* Apache Gateway Router OpenSRF Router Staff client Web browser Web service

16. A little about OpenSRF OpenSRF is a protocol that supports the development of highly scalable distributed applications In a nutshell: OpenSRF applications register themselves with an OpenSRF router All communication is JSON-via-XMPP (Jabber)‏ C, Perl, and Python are client / servers Java is client-only

17. Technology Linux operating system Apache 2 Web server Jabber server (typically ejabberd)‏ PostgreSQL database server Mozilla XUL-based staff client Languages: Current applications are Perl and C Python and Java are also supported

18. Why not Windows? Staff client does run on Windows New functionality is simply a higher priority Lack of porting expertise in the project: libdbi/libdbi-drivers for database connectivity open-ils.cstore and open-ils.rstore applications Apache mod_gateway for HTTP->OpenSRF But... we do have a student working on standardizing the build process...

19. Hands on session ideas (1)‏ Circulation Create some patrons Localize phone, zip code validation rules Circulate some items Modify circulation rules Place record/call number/item holds Internationalization: Translate some strings (1.2 vs. 1.4)‏

20. Hands on session ideas (2)‏ Cataloging Import records via Z39.50 Add call numbers and copies Create new records from template Create a new template! Catalogue Searching & bookbags SlimPac tips and tricks Modify look and feel Define and index some new fields

21. Hands on session ideas (3)‏ Administration: Modify the organization hierarchy Modify the patron hierarchy Create new copy locations and item types Create some reports Import bulk records, holdings, and patrons OpenSRF guts: Use srfsh for some example requests Walk through some of the source code