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SPARK Support

SPARK Support general information

1. SPARK? PaILS? Evergreen? Equinox? Who's Who?

1.1. Understand Who's Who: PaILS, SPARK, Evergreen, Equinox

Understand the Players: Who is Who and What:

  • PaILS is the Pennsylvania Integrated Library System, a non-profit entity established in 2011 with the mission to provide a low cost, fully featured online system to allow libraries to better manage their library items and patrons. PaILS is governed by a volunteer board of directors that meets quarterly.
  • Evergreen is a popular and widely used open source integrated library system (ILS) software product with a large user-supported community.
  • SPARK is a brand name for the PA version of the Evergreen integrated library system managed by PaILS for Pennsylvania libraries.  SPARK is the community of PA Library staff that use our software.
  • Equinox is the vendor that PaILS currently contracts with to provide hosting, implementation, migration, and some training services for SPARK. They provide support to PaILS staff.


Communication:

Support Portal: http://support.sparkpa.org or  https://sparkpa.helpspot.com/ 

PaILS/SPARK website/blog with calendar: www.sparkpa.org

Listservs: The community and workgroups communicate via listserv. Each library location or system must determine who should be accountable to read, act, and reply to messages.  Sign up here:  https://sparkpa.helpspot.com//index.php?pg=kb.page&id=94

SPARK User Group Board:  https://sites.google.com/view/sparkugboard/home

The User Group supports the following active committees: Cataloging, Circulation, Planning, Reports.  An Interlibrary Loan Committee/Task Force is beginning to form.

SPARK Catalog:  https://catalog.sparkpa.org/eg/opac/home


Download a printable Welcome Page for easy understanding here.

1.2. PaILS Membership Agreement

Pennsylvania Integrated Library System

Membership Agreement

Approved by PaILS Board of Directors 8/1/18

 

Purpose

This Membership Agreement defines the rights, responsibilities, and expectations of PaILS membership. This supersedes any earlier versions.


Mission

The Pennsylvania Integrated Library System (PaILS) provides access to information resources by offering a collaborative, high quality, open source integrated library system that is equitable, cost-effective, and promotes resource sharing among libraries statewide.

Membership Benefits

PaILS will:

  1. Provide a stable, richly functional, low-cost open source ILS named SPARK.
  2. Work with member library to migrate data from incumbent ILS to SPARK or to automate if not already automated.
  3. Provide initial and ongoing training on the use of SPARK modules.
  4. Exercise best efforts to provide ongoing Technical Support for the SPARK system. Non-Critical Response Time: 1 Business Day.Critical Response Time: Immediate (depending on initial method of contact).
  1. Communicate with the membership at least bi-monthly using email and other electronic media.
  2. Provide documentation and encourage members to develop and share documentation on SPARK functionality.
  3. Encourage members to become involved in the SPARK User Group.
  4. Support User Group activities as resources permit.
  5. Participate, as resources permit, in the development of Evergreen software.
  6. Export bibliographic records from SPARK to statewide ILL database on a quarterly basis.
  7. Provide access to shared, high-quality cataloging records and work with membership to maintain the integrity of the bibliographic database.
  8. Provide access to expertise that resides in PaILS staff, the SPARK and Evergreen communities, and support vendors.
  9. Provide, as resources permit, access to special programs and opportunities such as technology consulting and continuing education scholarship.
  10. Treat its members with respect.

 

Membership Expectations

While individual libraries and library systems retain control over their own local operations, participation in PaILS requires collaboration in policy development, decision making, and maintenance of standards. Membership in PaILS carries the expectation of active and ongoing participation by each member library. As a member of PaILS, the signatory library will:

  1. Abide by any articles and sections of the PaILS By-Laws that pertain to membership.
  2. Support the mission of PaILS.
  3. Conform to policies, procedures, and protocols that may be developed and promulgated by the PaILS Board of Directors and / or PaILS administration.
  4. Input, maintain, and share bibliographic holdings on a continual basis, according to the standards developed by PaILS.
  5. Input, maintain, share, and maintain of confidentiality of patron records according to the standards developed by PaILS and dictated by PA laws regarding Confidentiality of Library Records.
  6. If the library is required to surrender confidential patron information that resides in the ILS as a result of a court order or subpoena, the incident must be reported to the PaILS Executive Director immediately.
  7. Restrict the creation of data records and operations of the Library to authorized personnel who have been trained in the confidentiality of library records and other policies and procedures that govern their area of work as it pertains to the ILS.
  8. Ensure library personnel participate in all appropriate training and continuing education programs.
  9. Refrain from internal policy changes that would adversely affect other PaILS member libraries.
  10. Render inactive immediately accounts of staff members who have left the employ of the library.
  11. Designate an individual to serve as SPARK User Group Representative and inform PaILS when the representative can no longer serve in this capacity due to changes of employment or for other reasons. In voting matters, this person will be responsible for communicating the issue to staff at the library or at all libraries (if a multi-library system) and, after gathering a consensus, vote on their behalf.
  12. Designate a representative to serve as the Administrative Contact and inform PaILS when the representative can no longer serve in this capacity due to changes of employment or for other reasons. This person will receive membership bills and be the contact for administrative issues.
  13. Designate a Technical Contact and inform PaILS when the contact can no longer serve in this capacity due to changes of employment or for other reasons. This person will be the first, but not sole, point of contact for technical issues.
  14. Participate in the activities of PaILS by providing staff representation and service to various committees, task forces, and forums sponsored by PaILS or the SPARK User Group.
  15. Ensure that staff members who participate in the SPARK community treat other members of the SPARK community with respect.

 

The violation of any provision, policy, or requirement that is not corrected within sixty (60) days after written notice of the violation by the Board may constitute default under the terms of this Agreement. If default should occur, the board may proceed with the termination process as outlined in the Bylaws.  

 

Equipment & Internet Bandwidth

Providing equipment and sufficient Internet bandwidth to operate the SPARK ILS within a library will be the responsibility of the local library and/or system. 

 

Statement of Authority

This Agreement shall be construed in accordance with the laws of the State of Pennsylvania.

 

Financial Responsibilities   

All financial responsibilities that will be designated as those to be paid by the member libraries will be proposed and acted upon by the Board. An annual invoice incorporating all financial responsibilities will be mailed to all members in July with an effective date of January 1st the following calendar year.  All costs will be fully determined and disclosed prior to the signing of a Membership Agreement.

 

Termination of Agreement

This Agreement may be terminated by either following rules established in the PaILS By-Laws. The Bylaws state: “Any member library entity may terminate membership in the Corporation by providing written notice to the Board of Directors at least six (6) months prior to its membership termination.” The library shall incur all costs to remove bibliographic, holdings, circulation, and patron information from SPARK and to, if required, export this information. PaILS is not responsible for any data loss that may occur during the extraction process. In the event of termination, no membership fees will be refunded. In the case of a library leaving PaILS of its own volition, the library will be contacted by a PaILS Board Member for an exit interview.


Modification/Amendment

This Agreement may be amended by mutual written consent of the parties.

 

Acceptance of Agreement

The Agreement shall remain in effect until terminated in accordance with the provisions of this Agreement.  As legally authorized representatives of the Library and PaILS, we agree by signing this document to abide by all of the terms and conditions stated in this Membership Agreement.

 


2. SPARK Support

2.1. Contacting SPARK Support if System is Down or Slow

  Contacting SPARK Support if the system is Down or Extremely Slow

These steps should be followed if Evergreen/SPARK is not operational (or is extremely slow) on any workstations in your library and you have verified that the problem is not being caused by a local network or Internet Service Provider problem.

  1. Call Lugene Shelly at 717-818-2703
  2. If no answer, Call or Text Carrie Cleary at 717-884-3805.
  3. If no answer, call Equinox at 877-673-6457 Option 2.

If the Evergreen system housed on the Sequoia servers hosted by Equinox is down, people will swing into action and access the situation. 


Meanwhile, if your location wants to use Evergreen to record barcode numbers for circulation transactions, use Offline Mode.


AFTER you have attempted to call/text a PaILS Support staff member, you may also:

  • Submit a ticket and mark the Urgent button on the form--this sends text messages to PaILS Staff.
  • Send a message to the mailing list to verify that others are experiencing the outage.


2.2. Contacting SPARK Support for Routine Questions

Contacting SPARK Support for Routine Questions /Issues

Each SPARK library should assign a "Technical Contact" who serves as the main liaison between the library and SPARK's technical support, Lugene Shelly.

Technical Contacts may submit an issue by sending an email to support@sparkpa.org.

  1. Please use this address as the email will automatically be converted to a support ticket in Help Spot's SPARK ILS Evergreen Support Portal .
  2. You will receive a reply via email with the Help Spot ID number. If you reply to this email or any subsequent emails, please do not change the subject, as that will open a new ticket.
  3. In your reply email you will receive a link and access key that you can use to view or update your ticket through our web portal.

When submitting a support request, please provide as much information as possible.

  • For problems pertaining to patrons, please supply a name and barcode along with a detailed description of the problem or what you would like support to do.
  • For materials questions, please provide the title and barcode along with a detailed description.
  • If you are asking support to solve a problem, a screen cap of what you were doing when the problem occurred is a helpful addition to your request.

 

Note: Any person in the SPARK Community can submit Support requests; it is not limited to Technical Contacts.

Another way to submit a request is to use the link Submit a Request in the upper left of this page.  It allows you to fill in the details that help us process your request.

3. SPARK Group Email Lists: Listservs

3.1. SPARK Listservs Overview

One of the methods that SPARK member libraries have for communication is to use group e-mailing lists.

After you sign up, you will typically receive an email to confirm your subscription.  Sometimes that original email gets routed to your junk/spam folder, so please check there. 

Here is information about all of the Listservs that are currently active and who should subscribe to them:

  • SPARK-Users:  General list for all users of SPARK.  Get updates on SPARK happenings, including service interruptions, User Group news, and other information about SPARK.  People with LIBAdmin permissions should definitely subscribe to this list.  The listserv is open to all staff and volunteers of SPARK libraries. 

Sign up for SPARK-USERS here:  https://mail.hslc.org/mailman/listinfo/spark-users

  • SPARK-CAT:  List for Catalogers and Tech Services library staff.  Catalogers unite and discuss questions about cataloging, merges, issues with specific records, workflow ideas, Cataloging Committee updates, among other things.  People with Tech Services and Copy Cataloging permissions should definitely subscribe to this list.  

Sign up for SPARK-CAT here:  https://mail.hslc.org/mailman/listinfo/spark-cat

  • SPARK-REPORTS: List for anyone who creates or uses reports.  Here you can ask other people to share specific reports or for help with customizing a report.  The Reports Committee will share updates here too.

Sign up for SPARK-REPORTS here: https://mail.hslc.org/mailman/listinfo/spark-reports

  • SPARK-TECH: People who are in charge of technology and network connections at your library location should sign up for this list.  PaILS/SPARK staff will share information about upgrades or planned downtime here.  Members can share ideas about browser configuration, network issues, or ideas regarding the technology that make SPARK work. 

Sign up for SPARK-TECH here:  https://mail.hslc.org/mailman/listinfo/spark-tech

 

 

 

 

4. Organization Units in SPARK: Short Code Key

4.1. Org Units in SPARK

See table below:  Updated 7.15.19

Short (Policy) Name Org Unit Name Zip Code City Parent Unit Name County
LC_LS Abington Community Library 18411 Clarks Summit Lackawanna County Library System
LC_LS Albright Memorial Library 18509 Scranton Lackawanna County Library System
AHMS Alexander Hamilton Memorial Free Library 17268 Waynesboro Alexander Hamilton Memorial System
LVLS_APLS Allentown Public Library 18102 Allentown Allentown Public Library System
Allentown Public Library 18102 Allentown Allentown Public Library System
BC_LS Altoona Area Public Library 16602 Altoona Blair County Library System
APL Apollo Memorial Library 15613 Apollo Apollo Armstrong
YCLS Arthur Hufnagel Public Library 17327 Glen Rock York County Library System
PDL Ashland Public Library 17921 Ashland Pottsville District Libraries
BANG Bangor Public Library 18013 Bangor Bangor
CCLS Beaverdale Public Library 15921-0606 Beaverdale Cambria County Library System Cambria
BEDFORD Bedford County Library 15522 Bedford Federated Library System of Bedford County
BC_LS Bellwood-Antis Public Library 16617 Bellwood Blair County Library System
LVLS_BAPLS Bethlehem Bookmobile 18018 Bethlehem Bethlehem Area Public Library System Northampton
LVLS_BAPLS Bethlehem Coolidge Branch 18020 Bethlehem Bethlehem Area Public Library System Northampton
LVLS_BAPLS Bethlehem Kiosk 18018 Bethlehem Bethlehem Area Public Library System Northampton
LVLS_BAPLS Bethlehem Main Library 18018 Bethlehem Bethlehem Area Public Library System Northampton
LVLS_BAPLS Bethlehem South Side Branch 18015 Bethlehem Bethlehem Area Public Library System Northampton
PTLS Blossburg Memorial Library 16912 Blossburg Potter-Tioga Library System
CCLS Cambria County Bookmobile 15901-1677 Johnstown Cambria County Library System Cambria
CCLS Cambria County Library 15901-1677 Johnstown Cambria County Library System Cambria
LC_LS Carbondale Public Library 18407 Carbondale Lackawanna County Library System
ACLS Carroll Valley 17320 Carroll Valley Adams County Library System Adams
CCLS Carrolltown Public Library 15722 Carrolltown Cambria County Library System Cambria
BC_LS Claysburg Area Public Library 16625 Claysburg Blair County Library System
CLEAR_CCP Clearfield County Public Library 16833 Curwensville Clearfield County
CLYS Clymer Library 18350 Pocono Pines Clymer Library System
YCLS Collinsville Community Library 17309 Brogue York County Library System
SCFLS Conemaugh Township Branch 15935 Hollsopple Somerset County Federated Library System Somerset
LEHCAR Coplay Public Library 18037 Coplay Lehigh Carbon Library Cooperative
PTLS Coudersport Public Library 16915 Coudersport Potter-Tioga Library System
CCLS Cresson Public Library 16630 Cresson Cambria County Library System Cambria
CLEAR_CCP Curwensville Public Library 16833 Curwensville Clearfield County
LC_LS Dalton Community Library 18414 Dalton Lackawanna County Library System
DEG Degenstein Community Library 17801 Sunbury Degenstein
YCLS Dillsburg Area Public Library 17019 Dillsburg York County Library System
LEHCAR_DMLS Dimmick Main Library 18229 Jim Thorpe Dimmick Memorial Library
YCLS Dover Area Community Library 17315 Dover York County Library System
CLEAR DuBois Public Library 15801 DuBois Clearfield
LVLS_EAPLS Easton Main Library 18042 Easton Easton Public Library System
LVLS_EAPLS Easton Northampton Co Historical & Genealogical Society 18042 Easton Easton Public Library System
LVLS_EAPLS Easton Palmer Branch 18045 Easton Easton Public Library System
Easton Public Library System 18042
CCLS Ebensburg Public Library 15931 Ebensburg Cambria County Library System Cambria
PTLS Elkland Area Community Library 16920 Elkland Potter-Tioga Library System
LCFLS Ellwood City Area Public Library 16117 Ellwood City Lawrence County Federated Library System Lawrence
LEHCAR Emmaus Public Library 18049 Emmaus Lehigh Carbon Library Cooperative
BEDFORD Everett Free Library 15537-1259 Everett Federated Library System of Bedford County
LCFLS FD Campbell Memorial Library 16112 Bessemer Lawrence County Federated Library System Lawrence
BEDFORD Federated Library System of Bedford County Outreach 15554 Bedford Federated Library System of Bedford County
SSQ Forest City 18421 Forest City Susquehanna County Library Susquehanna
PDL Frackville Free Public Library 17931 Frackville Pottsville District Libraries
PTLS Galeton Public Library 16922 Galeton Potter-Tioga Library System
CCLS Gallitzin Public Library 16641 Gallitzin Cambria County Library System Cambria
PTLS Genesee Area Library 16923 Genesee Potter-Tioga Library System
ACLS Gettysburg  17325 Gettysburg Adams County Library System
YCLS Glatfelter Memorial Library 17362 Spring Grove York County Library System
PTLS Green Free Library (Wellsboro) 16901 Wellsboro Potter-Tioga Library System Tioga
YCLS Guthrie Memorial Library: Hanover's Public Library 17331 Hanover York County Library System
SSQ Hallstead - Great Bend 18822 Hallstead Susquehanna County Library Susquehanna
ACLS Harbaugh-Thomas (Biglerville) 17307-0277 Biglerville Adams County Library System
CCLS Hastings Public Library 16646-0515 Hastings Cambria County Library System Cambria
CCLS Highland Community Library 15904 Johnstown Cambria County Library System Cambria
BC_LS Hollidaysburg Area Public Library 16648 Hollidaysburg Blair County Library System
EMPLS Hughes Library 18360 Stroudsburg Eastern Monroe Public Library
HUNT Huntingdon County Library 16652 Huntingdon Huntingdon County Library System
BEDFORD Hyndman-Londonderry Public Library 15545-0733 Hyndman Federated Library System of Bedford County
IVPLS Indian Valley Public Library 18969 Telford Indian Valley System
CLEAR Joseph & Elizabeth Shaw Public Library 16830 Clearfield Clearfield
JUN Juniata County Library 17059 Mifflintown Juniata County Juniata
YCLS Kaltreider-Benfer Library 17356 Red Lion York County Library System
PTLS Knoxville Public Library 16928 Knoxville Potter-Tioga Library System
YCLS Kreutz Creek Valley Library 17406 Hallam York County Library System
LC_LS Lackawanna County Children's Library 18509 Scranton Lackawanna County Library System
LC_LS Lackawanna County Law Library 18503 Scranton Lackawanna County Library System
LC_LS Lackawanna County Library System Bookmobile 18509 Scranton Lackawanna County Library System
LC_LS Lackawanna County Tech Services 18509 Scranton Lackawanna County Library System
Lawrence County Bookmobile
LEHCAR Lehighton Area Memorial Library 18235 Lehighton Lehigh Carbon Library Cooperative
LC_LS Library Express 18503 Scranton  Lackawanna County Library System
CCLS Lilly Washington Public Library 15938 Lilly Cambria County Library System Cambria
YCLS Literacy Council 17403 York York County Library System
ACLS Littlestown 17340 Littlestown Adams County Library System
LEHCAR Lower Macungie Library 18062 Macungie Lehigh Carbon Library Cooperative
PDL Mahanoy City Public Library 17948-2615 Mahanoy City Pottsville District Libraries Schuylkill
YCLS Manchester Township 17406 York York County Library System
PTLS Mansfield Free Public Library 16933 Mansfield Potter-Tioga Library System
YCLS Martin Library 17401 York York County Library System
BC_LS Martinsburg Community Library 16662 Martinsburg Blair County Library System
YCLS Mason-Dixon Public Library 17363 Stewartstown York County Library System
NAZ Memorial Library of Nazareth and Vicinity 18064 Nazareth Nazareth Northampton
SCFLS Meyersdale Public Library 15552 Meyersdale Somerset County Federated Library System Somerset
MLT Milton Public Library 17847 Milton Milton Northumberland
PDL Minersville Public Library 17954 Minersville Pottsville District Libraries
EMPLS Monroe County Bookmobile 18360 Stroudsburg Eastern Monroe Public Library
EMPLS Monroe County Correctional Facility 18360 Stroudsburg Eastern Monroe Public Library
EMPLS Monroe County Historical Association 18360 Stroudsburg Eastern Monroe Public Library
SSQ Montrose 18801 Montrose Susquehanna County Library Susquehanna
LC_LS Nancy Kay Holmes Branch Library 18509 Scranton Lackawanna County Library System
CCLS Nanty Glo Public Library 15943-0296 Nanty Glo Cambria County Library System Cambria
LCFLS New Castle Public Library 16101-3691 New Castle Lawrence County Federated Library System Lawrence
ACLS New Oxford 17350 New Oxford Adams County Library System
LC_LS North Pocono Public Library 18444-9254 Moscow Lackawanna County Library System
NWL North Wales Library 19454 North Wales North Wales Area Montgomery
CCLS Northern Cambria Public Library 15714-1399 Northern Cambria Cambria County Library System Cambria
PDL Orwigsburg Area Free Public Library 17961 Orwigsburg Pottsville District Libraries
PTLS Oswayo Valley Memorial Library 16748 Shinglehouse Potter-Tioga Library System
LEHCAR Palmerton Area Library 18071 Palmerton Lehigh Carbon Library Cooperative
LEHCAR Parkland Community Library 18104 Allentown Lehigh Carbon Library Cooperative
CCLS Patton Public Library 16668 Patton Cambria County Library System Cambria
YCLS Paul Smith Library of Southern York County 17361 Shrewsbury York County Library System
PMPLS Pocono Mountain Public Library 18466 Tobyhanna Pocono Mountain Public Library System
EMPLS Pocono Township Branch 18372 Tannersville Eastern Monroe Public Library
CCLS Portage Public Library 15946 Portage Cambria County Library System Cambria
PTLS Potter-Tioga Unit 16928 Knoxville Potter-Tioga Library System
PDL Pottsville Free Public Library 17901 Pottsville Pottsville District Libraries
LEHCAR Public Library of Catasauqua 18032 Catasauqua Lehigh Carbon Library Cooperative
PDL Ralpho Township Public Library 17824 Elysburg Pottsville District Libraries
YCLS Red Land Community Library 17319 Etters York County Library System
PDL Ringtown Area Library 17967 Ringtown Pottsville District Libraries
BC_LS Roaring Spring Community Library 16673 Roaring Spring Blair County Library System
YCLS Salem Square Library 17401 York York County Library System
BEDFORD Saxton Community Library 16678-0034 Saxton Federated Library System of Bedford County
SPARK Adams County Library System 17325 Gettysburg SPARK Library System
SPARK Apollo 15613 Apollo SPARK Library System Armstrong
SPARK Cambria County Library System 15901-1677 Johnstown SPARK Library System Cambria
SPARK Juniata County 17059 Mifflintown SPARK Library System Juniata
SPARK Lawrence County Federated Library System 16101-3691 New Castle SPARK Library System Lawrence
SPARK Milton 17847 Milton SPARK Library System Northumberland
SPARK North Wales Area 19454 North Wales SPARK Library System Montgomery
SPARK Somerset County Federated Library System 15501-4300 Somerset SPARK Library System Somerset
SPARK Susquehanna County Library 18801-1477 Montrose SPARK Library System Susquehanna
SPARK Wellsboro 16901 Wellsboro SPARK Library System Tioga
SPARK Wyomissing 19610 Reading SPARK Library System Berks
SPARK York County Library System 17401 York SPARK Library System
PDL Schuylkill Haven Free Public Library 17972 Schuylkill Haven Pottsville District Libraries
PDL Shamokin Coal Twp Public Library 17872 Shamokin Pottsville District Libraries
PDL Shenandoah Public Library 17976 Shenandoah Pottsville District Libraries
LEHCAR Slatington Public Library 18080 Slatington Lehigh Carbon Library Cooperative
EMPLS Smithfields Branch 18301 East Stroudsburg Eastern Monroe Public Library
SCFLS Somerset County Library 15501-4300 Somerset Somerset County Federated Library System Somerset
Somerset County Library
CCLS South Fork Public Library 15956-9998 South Fork Cambria County Library System Cambria
LEHCAR Southern Lehigh Public Library 18034 Center Valley Lehigh Carbon Library Cooperative
YCLS Springettsbury Township 17402 York York County Library System
SSQ Susquehanna 18847 Susquehanna Susquehanna County Library Susquehanna
PDL Tamaqua Public Library 18252 Tamaqua Pottsville District Libraries
LC_LS Taylor Community Library 18517-1774 Taylor Lackawanna County Library System
ACLS Trone Memorial Library (East Berlin) 17316 East Berlin Adams County Library System
TUNK Tunkhannock Public Library 18657 Tunkhannock Tunkhannock
BC_LS Tyrone-Snyder Public Library 16686 Tyrone Blair County Library System
PTLS Ulysses Library Association 16948 Ulysses Potter-Tioga Library System
LC_LS Valley Community Library 18452 Peckville Lackawanna County Library System
YCLS Village Library 17407 Jacobus York County Library System
PTLS Westfield Public Library 16950 Westfield Potter-Tioga Library System
LEHCAR Whitehall Township Public Library 18052 Whitehall Lehigh Carbon Library Cooperative
BC_LS Williamsburg Public Library 16693 Williamsburg Blair County Library System
SCFLS Windber Public Library 15963 Windber Somerset County Federated Library System Somerset
WYO Wyomissing Public Library 19610 Reading Wyomissing Berks
YCLS York Academy Regional Charter School- Lower School  17401 York York County Library System
YCLS York Academy Regional Charter School- Upper School 17401 York York County Library System

 

5. Evergreen Servers

5.1. Production, Test, and Resource Sharing Server

PaILS has contracted with Equinox to maintain three active Evergreen servers.

 

1.  Production server is used by SPARK members for daily functions. It is the only "live" and active server that records and processes transactions, patron information, collections, etc.

To access the production server use the url customized for your library:  https://customlibraryname.sparkpa.org/eg/staff   

 

2. Test server is used mainly for testing data and policies during migrations.  It is also available for SPARK libraries to use for training or practice.

https://test.sparkpa.org/eg/staff

SPARK discourages policy testing on this server, as it could affect migration policy testing.

Log in with the same user name and password for your account on production.  Register the workstation to your organization.

 

3. Resource Sharing Test Server  exists so libraries can test policies for the resource sharing and testing of other developments.

https://resource-sharing-test.sparkpa.org/eg/staff

Log in with the user name and password for your account on production. Register the workstation to your organization.

 


Important Notes and Guidelines:

  • PaILS discourages testing in production.  Library staff should NOT test transactions on the production server.  Please use the test servers for any testing at your library. 
  • A best practice is to make the changes on the test server, conduct tests from your location as well as other tiers if you resource share, and then plan a date to implement policy changes "Live" on the Production server.
  • The Test Servers do NOT send notices or emails. 
  • Data on the test servers is NOT up to date; it is merely a capture of the data at a point in time.  You will see items that have been returned still on patron accounts and items accruing fines and fees.  This is expected. 
  • The reporter is typically turned off on the test servers.
  • Both test servers stand alone, in that they are not connected to the production server and anything that is done on them will not be reflected in the live data or in each other.

6. Emails from Evergreen

6.1. Notices via email to your patrons

Patrons who have an email address in their record are enrolled to receive notifications (Welcome, Courtesy, Overdue, etc.) via email because it is the most efficient way for libraries to deliver these common message.

Patrons opt-in and decide what method is best for time sensitive Hold Pickup Notices, they may choose email, text message (SMS via email), or phone.

Working on detailed content. This space to be populated soon with some info from Equinox.

Will include info about how to set up and maintain.


Local Accountability:

Have a good process in place for how to handle "bounced" emails. 


Local Steps:

White-list the email address and domain from which the emails are sent.


6.2. Emails from Reports Server

If you sign up to receive notification when a report is finished running or to let you know a scheduled recurring report has run, emails come from: pails@custsmtp.esilibrary.com <pails@custsmtp.esilibrary.com>