Skip to content

Upcoming equinoxEDU Events

equinoxEDU: Spotlight on New Features in Evergreen 3.13

  • Date & Time: Thurs, January 23, 2025 at 1pm EST
  • Session Length: 60 min

Join us for an equinoxEDU: Spotlight session on New Features in Evergreen 3.13!

Evergreen version 3.13 was released in June 2024 and features new interfaces for the enhanced MARC editor and Reports. In addition to Reports, several other interfaces were ported to the Angular web framework including Invoices, Claims, and Z39.50 searching. We will also highlight numerous accessibility improvements that you won’t want to miss!

Presenter:  Andrea Buntz Neiman, Project Manager for Software Development

Stay tuned for new event announcements!

See our guide for equinoxEDU Events & Resources for more information and to register for upcoming events.

Sign up for the Equinox mailing list to make sure you hear about upcoming events:

equinoxEDU
equinoxEDU delivers online education for learners of all levels. From dynamic, instructor-led sessions, to self-paced, asynchronous learning resources, equinoxEDU provides education and training for library open source software.

equinoxEDU: Events

Join us each month for equinoxEDU live webinars featuring topics related to library open source technologies and library software innovations.
  • equinoxEDU: Spotlight events provide quick educational opportunities for library professionals. These one hour webinars are held monthly and provide overviews of topics related to open source software in libraries. Spotlight webinars are free and open to all!
  • equinoxEDU: Tutorial events provide a chance for library professionals to take a comprehensive look at a particular component of their open-source software or to follow an Equinox Trainer on a deep dive into a particular theme.
  • equinoxEDU: Workshop events provide an opportunity to gain in depth knowledge about a specific topic without the structure of a full training program. Work with an Equinox Trainer and your fellow equinoxEDU: Workshop attendees to learn a new skill today!

equinoxEDU: Resources

Looking for a quick refresher on a specific topic? View our video library to find self-paced learning resources. Our full video library can be found on Vimeo.  Check back, new videos are added on a regular basis!

Tips & Tricks

Select Images to Elevate Content

By Corey Grant, Green Vegan Media and Laura Barry, Equinox Open Library Initiative When it’s time to find photos to pair with your next project, here are a few tips
Read More

Evergreen Curbside Resources

Equinox has written a new feature for the Evergreen ILS to help libraries manage curbside pickup operations. This feature allows library staff and patrons to schedule appointments for patrons to
Read More

Going Fine Free in Koha

By Galen Charlton, Implementation and IT Manager at Equinox Open Library Initiative So, after much discussion, presentations before your board, research, and community engagement your library has made the decision to
Read More

Conference Presentations

Beaudry, Felicia. “Community Engagement, Service Innovation, and Transformation.” Computers in Libraries 2025, 25 March 2025. Arlington, VA. Presentation.

Carlucci, Lisa et al. “Executive Perspectives: A Conversation on the Future of the Library Technology Industry.” ALA Annual Conference and Exhibition, 28 June 2025. Presentation.

Charlton, Galen. “Age Hold Protection: Is it time to rethink this?” Missouri Evergreen Users Conference 2025, 21 March 2025. Columbia, MO. Presentation. https://youtu.be/wJSR-1V2jac

Charlton, Galen. “Building Branded LiDA.” AspenCon 2025, 9 October 2025. Nashville, TN. Presentation.

Charlton, Galen. “Consortium Change Management Lessons from Evergreen ILS Consortia.” ALA Annual Conference and Exhibition, 28 June 2025. Presentation.

Charlton, Galen, Jennifer Weston and BJ Colvin. “Making It Real: Preparing for BIBFRAME in Evergreen.” ALA Annual Conference and Exhibition, 29 June 2025. Presentation.

Charlton, Galen, Jennifer Weston and BJ Colvin. “Making It Real: Preparing for BIBFRAME in Evergreen.” Evergreen International Conference 2025, 14 May 2025. Online. Presentation.

Charlton, Galen. “Opening Session: Equinox and MEC.” Missouri Evergreen Users Conference 2025, 21 March 2025. Columbia, MO. Presentation. https://youtu.be/cbQ-yx9s6Qw

Charlton, Galen, Jennifer Weston and BJ Colvin. “Public Libraries and BIBFRAME in the United States: A Research Partnership.” BIBFRAME Workshop in Europe 2025, 16 September 2025. Naples, Italy. Presentation.

Charlton, Galen. “Sharing Data Securely.” Evergreen International Conference 2025, 13 May 2025. Online. Presentation. 

Charlton, Galen, Brian Pichman. “The Impact of AI on Libraries.” Koha-US 2025 Annual Conference, 5 September 2025. Providence, RI. Presentation. 

Hamby, Rogan. “Tree to Forest: Cultivating Aspen Discovery at Different Scales.” Code4LibSE/Devops4LibSE Emory Meeting, 22 July 2025. Presentation.

Hamby, Rogan. “Tree to Forest: Cultivating Aspen Discovery at Different Scales.” AspenCon 2025, 8 October 2025. Nashville, TN. Presentation.

Hamby, Rogan. “An Overview of Notices for Local Admins.” Evergreen International Conference 2025, 12 May 2025. Online. Presentation.

Hernandez, Lena et al. “Building a Better Reporter through Community Collaboration.” Evergreen International Conference 2025, 12 May 2025. Online. Presentation. 

Hernandez, Lena. “Guided Aspen Opportunities in a World of Pure Imagination.” Evergreen International Conference 2025, 14 May 2025. Online. Presentation. 

Leary, Stephanie and Buntz Neiman, Andrea. “Growing CORAL: An Open Source Community for Electronic Resources Management.” ER&L 2025, 26 March 2025. Presentation.

Neiman, Andrea Buntz and Ruth Frasur Davis. “New Features in Evergreen 3.14 and 3.15: AKA Ruth and Andrea Show, Episode 6: Muppets in Space.” Evergreen International Conference 2025, 14 May 2025. Online. Presentation. 

Neiman, Andrea Buntz. “Speaking for the User: Equinox updates to Evergreen and CORAL.” Connecticut Library Association Annual Conference 2025, 29 April 2025. Groton, CT. Presentation.

Rylander, Mike. “Situation: There are 15 Competing Standards.” Evergreen International Conference 2025, 14 May 2025. Online. Presentation.

Weston, Jennifer et al. “Inclusive Cataloging: One Step at a Time.” Evergreen International Conference 2025, 14 May 2025. Online. Presentation. 

Charlton, Galen and Lena Hernandez. “Building Documentation for Aspen: Implementation and Beyond.” AspenCon 2024, 14 March 2024. Golden, CO. Presentation.

Charlton, Galen et al. “Bins and Bags and Boxes: Resource Sharing Infrastructure and its Challenges.” Evergreen International Conference 2024, 23 April 2024. Online. Presentation. https://youtu.be/HfUe_5zxdIY?feature=shared 

Hamby, Rogan and Ruth Frasur Davis. “Using Aspen as Your Evergreen OPAC.” Evergreen International Conference 2024, 23 April 2024. Online. Presentation. https://youtu.be/EZqucsyQLAU?feature=shared 

Leary, Stephanie. “Tip of the Iceberg: Uncovering Accessibility Issues through UI Testing.” Evergreen International Conference 2024, 23 April 2024. Online. Presentation. https://youtu.be/VULFAkyexT8?feature=shared 

Neiman, Andrea Buntz. “Aspen Discovery, CORAL ERM, SubjectsPlus: Unlocking Collections With Open Source.” CLA Conference 2024, 29 April 2024. Groton, CT. Presentation

Neiman, Andrea Buntz and Ruth Frasur Davis. “New Features in Evergreen 3.11+: The Ruth and Andrea Show Version 5.0.” Evergreen International Conference 2024, 24 April 2024. Online. Presentation. https://youtu.be/zZXKJfLaLUU?feature=shared

 

Boyer, Jason. “Hosting Evergreen for Production.” Evergreen International Conference 2023, 27 April 2023. Worcester, MA. Presentation.

Boyer, Jason et al. “Making Life Easier with NCIP.” Evergreen International Conference 2023, 28 April 2023. Worcester, MA. Presentation.

Carlucci, Lisa, et al. “Executive Perspectives: A Conversation on the Future of the Library Technology Industry.” American Library Association Annual Conference, 24 June 2023. Chicago, Illinois. Presentation.

Carlucci, Lisa, et al. “Leading Accessibility Initiatives in Open Source Library Software.” American Library Association Annual Conference, 25 June 2023. Chicago, Illinois. Presentation.

Charlton, Galen. “Assembling the Blocks: Building and Releasing Evergreen.” Evergreen International Conference 2023, 26 April 2023. Worcester, MA. Presentation.

Charlton, Galen. “Slouching towards BIBFRAME: An Overview of the Possibilities.” Evergreen International Conference 2023. 28 April 2023. Worcester, MA. Presentation.

Charlton, Galen. “Standing Requirements: The Explicit and Implicit Expectations of Evergreen.” Evergreen International Conference 2023. 27 April 2023. Worcester, MA. Presentation.

Charlton, Galen and Erica Rohlfs. “Bringing Information Together: Best Practices for Implementing CORAL ERM.” American Library Association Annual Conference, 25 June 2023. Chicago, Illinois. Presentation.

Hamby, Rogan. “Making Life Easier With NCIP.” Evergreen International Conference 2023, 28 April 2023. Worcester, MA. Presentation.

Hamby, Rogan. “Anonymization and Pseudonymization.” The Terrific Every-Other-Thursday Training Videos, Season 3, Episode 20, 8 June 2023. https://youtu.be/cV-HAiGfIOE

Hamby, Rogan and Andrea Buntz Neiman. “A Tiny Library with a Million Volumes.” NISO Plus 2023, 14 February 2023. Online. Presentation. 

Hamby, Rogan and Aaron Devries. “Circulating Seeds.” Evergreen International Conference 2023, 27 April 2023. Worcester, MA. Presentation.

Kilsdonk, Angela. “equinoxEDU: Spotlight on Aspen Discovery.” equinoxEDU, 12 April 2023, Online. Presentation. https://vimeo.com/817013059

Leary, Stephanie. “Accessibility & Evergreen.” Evergreen International Conference 2023, 26 April 2023. Worcester, MA. Presentation.

Leary, Stephanie. “equinoxEDU: Spotlight on Accessibility.” equinoxEDU, 30 March 2023, Online. Presentation. https://vimeo.com/816437459

Neiman, Andrea Buntz. “equinoxEDU Spotlight: Back to the Future of Development.” equinoxEDU, 16 February 2023, Online. Presentation. https://vimeo.com/800581267

Neiman, Andrea Buntz, et al. “Achieving Fulfillment.” Evergreen International Conference 2023, 28 April 2023. Worcester, MA. Presentation.

Neiman, Andrea Buntz and Ruth Frasur. “New Features in Evergreen 3.9 and 3.10.” Evergreen International Conference 2023. 27 April 2023. Worcester, MA. Presentation.

Rylander, Mike. “Hey, What are you Doing Back There? Exposing Some of Evergreen’s Most Useful Features through Open API.” Evergreen International Conference 2023. 28 April 2023. Worcester, MA. Presentation.

Weston, Jennifer and Jessica Efron. “Authority-Fest Redux.” Evergreen International Conference 2023. 27 April 2023. Worcester, MA. Presentation. 

Carlucci, Lisa, et. al. “CORAL ERM for Public & Academic Libraries: Low Risk, High Reward.” Camp ER&L: Electronic Resources and Libraries Virtual Conference, 17 March 2022. Presentation. 

Charlton, Galen. “Exploring and Using the Evergreen API.” Shaping the Future: Evergreen International Conference 2022, 13 June 2022, Online. Presentation.

Hamby, Rogan. “Going Fine Free.” Shaping the Future: Evergreen International Conference 2022, 14 June 2022, Online. Presentation. https://youtu.be/dPzESmUmkdk.

Hamby, Rogan. “SQL for Librarians.” Shaping the Future: Evergreen International Conference 2022, 16 June 2022, Online. Presentation. 

Hamby, Rogan, et. al. “Planting a Reef: A Checklist for Getting Started with CORAL.” 2022 CORAL Online Summit, 18 May 2022, Online. Presentation.

Hamby, Rogan and Jennifer Weston. “Imagining the Future of Collection Development.” Shaping the Future: Evergreen International Conference 2022, 13 June 2022, Online. Presentation. 

Kilsdonk, Angela and Andy Panayiotou. “Vendor Services Panel.”  2022 CORAL Online Summit, 18 May 2022, Online. Presentation.

Kilsdonk, Angela, et. al. “Developing & Implementing Curbside Pickup Services.” Shaping the Future: Evergreen International Conference 2022, 16 June 2022, Online. Presentation. https://youtu.be/nwoFvFJTVTI.

Kilsdonk, Angela, et. al. “Open Source – Software and Beyond.” Shaping the Future: Evergreen International Conference 2022, 14 June 2022, Online. Presentation. https://youtu.be/4H6oGOSdHcg.

Neiman, Andrea Buntz. “Life, the Universe, and the EVERYTHING Permission.” Shaping the Future: Evergreen International Conference 2022, 15 June 2022, Online. Presentation.

Neiman, Andrea Buntz. “A Very Short Intro to Github for DIG.” Evergreen Documentation Interest Group Meeting, 7 April 2022, Online. Meeting.

Neiman, Andrea Buntz and Ruth Frasur. “Branches on the Evergreen Tree: New Feature Highlights for 3.8 and 3.9.” Shaping the Future: Evergreen International Conference 2022, 16 June 2022, Online. Presentation. https://youtu.be/CoJf7K24LWE.

Neiman, Andrea Buntz and Rogan Hamby. “A Tiny Library with a Million Volumes: the Open Source Future of Resource Sharing.” American Library Association Annual Conference, 25 June 2022, Washington Convention Center, Washington, DC. Presentation.

Neiman, Andrea Buntz, et. al. “Filling in the Gaps: Documentation Review and How You Can Help.” Shaping the Future Evergreen International Conference 2022, 13 June 2022, Online. Presentation. 

Rohlfs, Erica and Michael Kares. “Why an ERM in a Small LIbrary: Implementing CORAL at William Jessup University.” Charleston Conference: Issues in Book and Serial Acquisition, November 2022, Online. Presentation Poster.

Weston, Jennifer. “Community Overview & Summit Logistics.” 2022 CORAL Online Summit, 18 May 2022, Online. Presentation.

Weston, Jennifer. “Introduction to Authorities in Evergreen.” Authority-Fest, 17 June 2022, Online. Presentation.

Weston, Jennifer and Rogan Hamby. “Technical Services: Be a Report Warrior & Data Analysis Hero.” New England Technical Services Librarians Conference, 8 April 2022, Online. Presentation. https://youtu.be/aMLWHMz2CZ0

Equinox subject experts regularly share their knowledge at national, international, and community conferences. 

Whitepapers

Volutpat nisl nec risus lobortis rhoncus. In ut ante nec felis pellentesque varius in ut risus. Donec fermentum efficitur est, laoreet lacinia purus accumsan ullamcorper. Donec a nulla nulla. Sed ullamcorper tortor erat. Phasellus ac lacus elementum, eleifend tellus a, semper libero. Class aptent taciti sociosqu ad litora torquent per conubia nostra.

Customer Portal

Vivamus sit amet nisi ultrices, elementum sem tempor, sodales neque. Morbi faucibus magna neque, id pulvinar.

Staff Presentations

Our Equinox team members are subject experts and regularly share their knowledge at national, international, and community conferences. Please enjoy these selected presentations from our YouTube Channel.

Koha Mig - A Git Like Tool for Migrations and Data Projects

Learn about Koha Mig – an open-source git like tool set we develop and use to do Koha migrations and data projects. Learn how to use it to do tasks ranging from easy staging and analysis of tabular data files to moving configurations between Koha ILS instances.

Koha Calisthenics: A Case Study in Adaptability

Biblioteca Nacional de Puerto Rico (BNPR) was one of the first two Equinox Open Source Grant award recipients. This award was offered for the first time in 2019, providing Koha migration, support, and training to the grantees. BNPR is proving just how flexible Koha can be, helping them provide services to researchers all over the world, even in the midst of a pandemic.