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Equinox

This dashboard brings together data, trends, news, and other resources from Library Technology Guides describing the organization, its executive leadership, personnel employed, business history, as well as related features and news articles.

Connect to the Equinox website

PO Box 69
Norcross, Georgia 30091
United States
Phone: 678-269-6116
Web site: https://www.equinoxinitiative.org
Email: info@esilibrary.com

Resource Management Products (ILS or LSP)

Evergreen -- Equinox product logo
Evergreen -- Equinox
[product profile]
Koha -- Equinox product logo
Koha -- Equinox
[product profile]

Executive Leadership

photo of Lisa Carlucci
Lisa Carlucci
Executive Director
photo of Mike Rylander
Mike Rylander
Research and Development Manager
photo of Galen Charlton
Galen Charlton
Infrastructure and Added Services Manager, Board President, 2021

Company Ownership

Equinox Open Library Initiative is a Equinox is a 501(c)(3) nonprofit organization.

IRS Form 990 for Non-Profits

photo of
2019 IRS Form 990 for Equinox
photo of
2018 IRS Form 990 for Equinox
photo of
2017 IRS Form 990 for Equinox

Personnel employed

[Data source: statistics supplied for the annual Library Systems Report or from public information]

CompanyYearDevelopmentSupportSalesAdminOtherTotal
Equinox 20214732420
Equinox 20204732420
Equinox 20193422617
Equinox 20183422516
Equinox 20173522618
Equinox 20164512517
Equinox 20154522113
Equinox 20143522417
Equinox 20135722218
Equinox 20124635220
Equinox 20116523521
Equinox 20101162322
Equinox 20091483328
Equinox 20085223113
Equinox 200731116

Documents or articles featuring Equinox

Breeding, Marshall. Equinox Shifts to Non-Profit Status. February 2017. Smart Libraries Newsletter. Equinox Open Library Initiative has been established, carrying forward the work of Equinox Software, Inc., to provide services related to open source library software, including the Evergreen ILS, Koha, and the FulfILLment resource sharing environment. This change in status took effect on January 1, 2017. All personnel, assets, and liabilities of Equinox Software, Inc. have transferred to the new organization.

Breeding, Marshall. Equinox Launches Sequoia: New ILS Service Based on Evergreen. February 2014. Smart Libraries Newsletter. In a move to further strengthen its ability to deliver stable and reliable automation to libraries, Equinox Software has launched a new hosting program called Sequoia. Equinox positions Sequoia as a comprehensive software-as-a-service ILS offering based on a new hosting platform with full-service support. It is based on a technical environment for its data centers that manages and provisions software applications with the flexibility to meet the needs of its largest or smallest library customers in a way that minimizes the possibility for downtime and delivers optimal performance. Going forward, Equinox intends to focus strategically on delivering automation to libraries based on open source software hosted on its Sequoia service platform and to transition away from providing support for self-hosted installations. The open source Evergreen ILS will continue as its primary offering for larger libraries and consortia, supplemented by Koha for mid-sized or small libraries preferring a stand-alone implementation. Equinox will continue to provide support for its existing self-hosted clients, but plans to focus on Sequoia-based installations as it markets its services to new potential customers. Equinox will encourage its self-hosted sites to migrate to Sequoia.

Breeding, Marshall. Open Source ILS Continues to Expand. April 2011. Smart Libraries Newsletter. The movement toward open source library automation continues. Recent months have seen many announcements of libraries selecting both Koha and Evergreen to replace proprietary systems. Keeping in mind that proprietary ILS products continue to dominate, both in new selections and in the overall base of installed systems, open source library automation has gained a strong footing in the industry and has become a common option for most types of libraries.

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News Announcements

April 21, 2022. Equinox at the 2022 Connecticut Library Association Annual Conference. Equinox Open Library Initiative, a trusted leader providing open source technology services for libraries, is proud to support the 2022 Connecticut Library Association Annual Conference as a Gold Level Sponsor. The Equinox team will be attending the conference at the Hartford Convention Center in Hartford, Connecticut, from May 3-4, 2022. For full conference details as well as registration information please visit: https://www.claconference.info/home.


April 12, 2022. Equinox welcomes Porter County Public Library to Evergreen Indiana. Equinox Open Library Initiative, a trusted leader in open source technology development and support for libraries, is excited to welcome Porter County Public Library (IN) to Evergreen Indiana with support from Indiana State Library. The project partnership led to the successful completion of the Porter County Public Library migration and brings Equinox's superior service to members of Evergreen Indiana.


April 7, 2022. Equinox presents at the 2022 New England Technical Services Librarians Conference. Equinox Open Library Initiative, a trusted leader in open source technology development and support for libraries, is pleased to present at this year's New England Technical Services Librarians Conference which will be held on April 8, 2022. Rogan Hamby and Jennifer Weston will be presenting “Technical Services: Be a Report Warrior and Data Analysis Hero,” with a focus on library reporting that takes collections development and analysis to the next level.


March 15, 2022. Equinox presents at Camp ER&L: Electronic Resources and Libraries 2022 Virtual Conference. Equinox Open Library Initiative, a trusted leader in open source technology development and support for libraries, is pleased to present at this year's Camp ER&L, the Electronic Resources and Libraries 2022 Virtual Conference, which runs from March 14, 2022 to March 17, 2022. Lisa Carlucci, Angela Kilsdonk, and John Yorio will be presenting “CORAL ERM for Public & Academic Libraries: Low Risk, High Reward,” featuring CORAL ERM, the open source electronic resource management system used by libraries worldwide.


March 8, 2022. Equinox announces support for VuFind. Equinox Open Library Initiative, a trusted leader providing open source technologies for libraries, now offers service and support for VuFind, an open source discovery system developed and maintained by Villanova University's Falvey Memorial Library. VuFind welcomes library users with an inviting, user-friendly interface and supports discovery across the entirety of library collections. VuFind's content integration delivers quick and comprehensive search results, including print and digital collections, archival collections, ebooks, research databases, and more. VuFind was built for libraries by libraries to provide a modern, accessible, open source discovery platform. VuFind is also fully customizable.


February 21, 2022. Equinox Announces 2022 CORAL Online Summit. Equinox Open Library Initiative is excited to announce that the 2022 CORAL Online Summit will be held on May 18, 2022. This free event is open to current users of CORAL and everyone interested in learning about the CORAL open source electronic management system. The CORAL Online Summit offers the opportunity to make connections, share experiences, and discuss best practices with the CORAL community. Presenters will cover topics related to how CORAL is used in public, academic, and special libraries. Registration is now open:https://bit.ly/CORALSummit22. Proposals for short talks (10-20 minutes) are being accepted now through March 7, 2022


January 6, 2022. 2021 Year in Review: Equinox Advances Open Source Initiatives for Libraries. Equinox Open Library Initiative announces the publication of the 2021 Equinox Year in Review. The Year in Review details the advancement of Equinox's programs supporting libraries and open source communities during the 2021 year, including grant programs, fundraising, community engagement, conference presentations, and development and community initiatives with Evergreen, Koha, CORAL, SubjectsPlus, Fulfillment, and VuFind. Additional highlights of the report include the launch of the equinoxEDU learning program, the CORAL ERM Online Summit, the 2021 Evergreen International Online Conference, the 2021 Equinox Open Source Grant, participation in the EveryLibrary #5kYourWayfor Libraries, and the best of the year's #ChatOpenS conversations.


December 9, 2021. Equinox presents at the Amigos Online Conference Facing the Future of Resource Sharing. Equinox Open Library Initiative, a trusted leader in open source technology development and support for libraries, announced that Rogan Hamby and Andrea Buntz Neiman will be presenting at the Amigos Online Conference “Facing the Future of Resource Sharing” on December 8, 2021. Rogan Hamby and Andrea Buntz Neiman will be presenting “A Tiny Library with a Million Volumes: The Open Source Future of Resource Sharing” featuring Fulfillment, a freely available open source interlibrary loan management system, which recently received a major update


November 30, 2021. Let’s Get Libraries Online: Equinox Raises Funds for Library Websites. This #GivingTuesday, will you help fund a library's website? Equinox Open Library Initiative announces its 2021 fundraising campaign, “Let's Get Libraries Online!” From November 30, 2021 through December 31, 2021, Equinox is raising funds to provide libraries with their first websites. This initiative will offer libraries the opportunity to establish a web presence, share library information, broaden reach in the community, and expand access to library resources and collections. Funds raised will be matched with in-kind services from Equinox to deliver user-friendly, mobile-ready websites to selected libraries.


November 11, 2021. Equinox welcomes Pearisburg Public Library to Virginia Evergreen libraries. Equinox Open Library Initiative, an expert leader in open source technology development and support for libraries, welcomed Pearisburg Public Library to the Virginia Evergreen Libraries system with their deployment of Evergreen ILS, an award winning library solution used by more than 1,800 libraries worldwide.


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Corporate Chronology

Apr 2020 Equinox appoints Lisa Carlucci as Executive Director
Equinox Open Library Initiative announced that Lisa Carlucci will be joining Equinox as Executive Director beginning April 6, 2020.

Jan 01, 2017 Equinox Shifts to Non-Profit Status
Equinox Open Library Initiative has been established, carrying forward the work of Equinox Software, Inc., to provide services related to open source library software, including the Evergreen ILS, Koha, and the FulfILLment resource sharing environment. This change in status took effect on January 1, 2017. All personnel, assets, and liabilities of Equinox Software, Inc. have transferred to the new organization.

Jan 25, 2012 Equinox Software forms wholly-owned Canadian-based subsidiary, Equinox Library Services Canada
Equinox Software, Inc. announced the formation of a wholly-owned Canadian-based subsidiary, Equinox Library Services Canada. ELSC was formed in response to Canadian libraries requesting that ILS systems be physically located in Canada; all ESLC hosting services will be provided from a Toronto datacenter. ELSC will also provide implementation, support, training, and other services for Evergreen and Koha.

Feb 02, 2007 Equinox Software, Inc. launched
Equinox Software founded as firm dedicated to working with libraries in all aspects of using Evergreen, an enterprise-grade open-source Integrated Library System. Brad LaJeunesse will serve as president.

Annual Accomplishments Statements

[Data source: text supplied for the annual Library Systems Report]

2021 Equinox Accomplishments Narrative

2021 was a year of expansion for Equinox Open Library Initiative. Under the leadership of Executive Director, Lisa Carlucci, Equinox expanded its roster of supported open source technologies to include CORAL and SubjectsPlus, launched equinoxEDU, a new educational initiative focused on open source library technologies, and contributed to library and open source community events and conferences nationwide. For details about the activities of Equinox Open Library Initiative in 2021, visit https://www.equinoxoli.org/2021-year-in-review/

Equinox is the premier development provider for Evergreen ILS and Fulfillment ILL. In 2021, Equinox completed 23 development projects for Evergreen and Fulfillment with 12 development partners, along with several major documentation improvements. Two of the most notable projects include a full rewrite of the Evergreen Acquisitions Administration interfaces, developed in partnership with the Evergreen Community Development Initiative, and the completion of Evergreen Simple Reports, a new report builder interface that guides users through the process of creating and running reports, developed with the support of CW MARS and the Missouri Evergreen Consortium.

EquinoxEDU, Equinox’s educational program, was launched in February 2021 with a suite of online events, resources, and videos designed to meet the needs of open source library staff seeking freely available professional development opportunities. EquinoxEDU includes the Spotlight webinar series, educational Workshops, and an accompanying Resource Library. The equinoxEDU team creates and maintains an online equinoxEDU Events Guide, using the open source tool SubjectsPlus, to announce future events and to share materials from past events. For the latest equinoxEDU events, visit: https://splus.equinoxoli.org/subjects/equinoxedu_spotlight

Equinox provided two new Equinox Open Source Grants in 2021, one to the Center for Khmer Studies and Vermont Jazz Center, facilitating expanded access to their unique collections. To learn more about the program, visit Equinox Open Source Grant.

Equinox presented at sixteen events and conferences in 2021, including the Evergreen International Conference, Koha US Annual Conference, Internet Librarian, the Virtual VuFind Summit, NETSL 2021 Spring Conference, and ALA Annual.

Equinox’s support of open source communities and initiatives continues to grow. In 2021, members of the Equinox team were actively involved with the Evergreen, Koha, CORAL, and SubjectsPlus communities, including contributing in leadership and development roles, participating in release teams, planning community events and conferences, and serving as chairs of committees and interest groups.

[View Narrative for 2020] [View Narrative for 2019] [View Narrative for 2018] [View Narrative for 2017] [View Narrative for 2016] [View Narrative for 2015] [View Narrative for 2014] [View Narrative for 2013] [View Narrative for 2012] [View Narrative for 2011] [View Narrative for 2010]