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Evergreen Annotated Training Links

Indiana http://www.in.gov/library/3380.htm

  • Circulation module
    • Training manual includes text and screenshots on the following topics: installing, patron registration, checkout and check in, marking items, billing, searching the OPAC, holds, URLS and helpdesk tickets, standalone mode
    • Circulation support contact list with names, phone numbers, and email addresses at each of the member libraries in the consortium
    • Circulation tips posted biweekly from questions addressed at committee meetings
    • Video tutorial on deleting patrons
    • Presentation and recorded online meeting about new features in Evergreen version 2.0
    • Presentation about understanding holds
    • Recorded online meeting about introduction to acquisitions
    • Brief presentation on steps to deal with lost items
    • List of abbreviations and contact information for consortium member libraries
    • Video tutorial about merging patron records
    • Form for merging patrons
    • Document of shortcuts for computer and laptop keys
    • Brief presentation on steps to upload offline transactions
  • Advanced circulation
    • Recorded webinar/meeting about advanced circulation training
    • PDF listing possible scenarios and training exercises
    • More practice exercises for training
    • PDF of advanced training instructions
  • Cataloging module
    • Catalog manual including the following topics: logging in, file commands, and tabs; searching the catalog; holdings maintenance; column picker; adding holdings; templates; copy editor; changing call numbers; holdings for multiple volumes simultaneously; transferring volumes and items; printing spine and pocket labels; adding new records; overlaying records; using MARC editor; item status screen; creating records; copy buckets; deleting records; record buckets; replacing barcodes; holds; pre-cats and ILL; magazine issues; batch import/export
    • Weekly tips posted about the catalog
  • Advanced cataloging
    • 2-part recording and presentation on advanced cataloging
    • PDF on batch import/export
    • FAQ from fall roundtable 2012
    • Fall roundtable 2011 topics: text editor, de-duping process, LC authority files, CIP records
    • Fall roundtable 2009: MARC records
    • Importing electronic records
    • New cataloging features version 1.6
    • Spring roundtable 2010: fixed fields
    • Spring roundtable 2011: original cataloging
    • Spring roundtable 2012: managing bibliographic parts
  • Reports module
    • Annual report tutorial
    • Creating report templates
    • Basic and advanced guides to reporting module
    • Reporting overview and self-paced tutorial for it
    • Reports as admin function
    • Reports from scratch
    • Reports index
    • “Reports made easy” tutorial
    • Statistical categories editor
  • Local administration module
    • Self-paced tutorial on overview
    • Setting inactivity timeouts
  • System administration
    • Installing staff client
    • Registering workstation

 

PINES http://www.open-ils.org/dokuwiki/doku.php?id=pines:training_documents

  • Circ/OPAC training documents
    • OPAC demo outline (Word doc)
    • OPAC demo modes of learning (Word doc)
    • OPAC demo “try it yourself” exercises (Word doc)
    • Circ demo outline (Word doc)
    • Patron registration form (English and Spanish) (Word doc)
    • 2 Evergreen PPT Presentations from Athens Regional
    • 4 lessons of self-training on OPAC from Ohoopee Regional (Word doc)
    • Training outline from Statesboro Regional (Word doc)
  • Reporting
    • PINES Edition of basic reporting guide (Word doc) on permissions, components, navigation; premade templates; cloning templates; core templates; glossary
  • Cataloging documents
    • Training outline (Word doc) on navigation, searching, editing MARC records, holdings maintenance, deleting barcodes using copy bucket, transfer function, batch transfer, merging function, importing OCLC, overlaying records, authority control
    • Spine and pocket label printing (PDF)
  • PC reservation documents
    • Updating PC reservation system (PDF)

 

Growing Evergreen 2010 International Conference http://www.open-ils.org/dokuwiki/lib/exe/fetch.php?media=advocacy:migrationandtraining-fortin-tetterton.pdf [single presentation]

  • Assess needs
  • Who and what
  • When and where
  • Why
  • Train staff
  • Train trainer
  • Talk with staff
  • Talk with trainer

 

Fort Worth http://www.open-ils.org/dokuwiki/doku.php?id=ntlstraining

  • Schedule [just basic schedule information]
  • Setup and configuration [just an outline of topics to be covered without links to additional information, same for those below]
    • Logging in
    • Workstation vs. user logins
    • Updating staff client
  • Circulation
    • Searching catalog
    • My account
    • Typical desk functions
    • Holds
    • Standalone mode
    • Cash reports
    • Transit lit
  • Cataloging
    • Search catalog
    • MARC editing
    • Holdings maintenance
    • Records buckets
    • Copy (item) buckets
    • Importing records
    • Item status
    • Replace item barcode
  • Administration and reports
    • Local system and administration
    • Reports

 

Evergreen community tutorials from various libraries http://www.open-ils.org/dokuwiki/doku.php?id=community_tutorials

  • Short videos
    • Introduction to reports
    • Circulating precats
  • Long videos and recorded webinars
    • Acquisitions (community webinar)
    • Record import/export (community webinar)
    • MARC format for holdings data (community webinar)
    • Developer workshop (video series)
  • Developer documentation
    • OpenSRF and Evergreen development workshop
    • JSON Queries tutorial
    • Grammar of JSON Queries
    • OPAC API calls
  • Guides and manuals
    • Collections (6 from various libraries)
    • Training outlines and syllabi (2 from various libraries)

 

PINES YouTube playlist http://www.youtube.com/view_play_list?p=E5731A9BB3148527

  • Startup window (1 video)
  • Version changes (6 videos)
    • Circulation
    • Accounts
    • Reports

 

Pendleton Public Library http://www.pendleton.plinkit.org/tutorials/evergreen-software-for-sage-library-catalog.html [only the following tutorial]

  • 4-minute tutorial on catalog

 

Bibliomation http://biblio.org/evergreen-faq/

  • Daily life [really just one article, the following sub-topics listed under each heading are very detailed/individually answered questions]
    • Updates
    • Technology skills required
  • Circulation
    • Keep items from being sent to other libraries
    • Grouping and cloning
    • Merging patrons
    • Hold shelf expiration
    • Retarget holds
    • Lost items
  • OPAC
    • Spell check
    • What is KCLS OPAC (King County Library System version for use)
  • Cataloging, acquisitions, and reports
    • Acquisitions
    • Serials
    • Reports
    • Blank line by patron residency
  • Notices
    • Running them
    • How sent out
  • What’s missing/future development
    • What’s missing that had in Horizon
    • Wishlist for the future
  • Demo questions
    • Item barcodes
    • Want display to tell when it is working

 

2011 Conference http://accesspa.state.pa.us/pdf/Evergreen_Staff_Training_Online_an_Just_in_Time.pdf [a single 60-slide presentation]

  • Services
    • Shared ILS
    • Access and ask now
  • Millennium to Evergreen
    • Reasons why
  • Training models
    • Old: time-consuming, expensive for consortium, too much information too soon
    • New: online, cost-effective, just in time
  • Training philosophy and best practices
  • Training program
    • Development
    • Documents
    • Permissions matrix
    • Permissions groups
    • Training sequence
    • Introductory courses
    • Core courses: circulation, cataloging, serials, acquisitions, local administration
    • Assessment
    • Refresher courses
    • Follow-up training
    • Sustaining community of learners
    • Model comparison
  • Training survey results
    • Summary
    • Methods used
    • Live location
    • Evaluations
    • Schedule
  • Online training applications
    • Web conferencing
    • E-courseware
    • Screen recorder/video tutorials

 

Evergreen Training Outline – Circulation [7-page Word document with basic steps in text and screenshots]

  • Working with tabs
  • Patron registration
    • Required fields
    • Username and PIN
    • Primary ID
    • Birth date
    • Address and city limits
    • Profile
    • Family group
  • Searching for a patron
    • Field to search
    • Fields to display
    • Retrieve patron
    • Alert message
  • Edit patron record
    • Replace card number
  • Check out
    • Setup screen/adding fields
    • Color coding
    • Receipts
    • Due date
  • Check out pre-cataloged items
  • Check out non-cataloged items
  • Tabs from CKO
    • Items out
    • Holds
    • Bills
    • Edit
    • Info
  • Renewing items
  • Check in
    • Setup screen
    • Effective date
    • Actions for selected items
  • In-house items
  • Holds
    • Placing holds
    • Capturing holds
    • Pull list for holds requests
    • Browse holds shelf
  • Item maintenance
    • Show copy status by barcode
    • Replace barcode
    • Buckets
  • Offline interface