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Evergreen Training

Although several vendors provide training, there are many resources available through the community that allow libraries to do training internally.  

Tutorials are useful to train both library staff and patrons on how to navigate and use newly implemented OSS ILS. There are many tutorial resources online in the form of videos, demos, image sequences, and other staff training materials.

For Evergreen, library staff might consult the Indiana State Library's staff training documents, which include numerous demos, and the PINES YouTube playlist of Evergreen tutorials. There are also many Evergreen tutorials available to help patrons become more familiar with navigating the catalog; the Pendleton Public Library has made resources of this nature available online.

Best Practices for Staff Training
  • Documentation is important.  The best way is to find what documentation is already available and then customize it for your system.
  • Usually a day or two of training is sufficient.  Since training covers circulation, cataloging and administration most staff members will only need to be there for their part of it.
  • Do training fairly close to Go Live date.  Two reasons for this: first is that if training is done close to the Go Live date then they can be trained on the actual system they will use.  Second, if training is done too early often people either don't take it seriously or forget what they learn before the Go Live date.
  • When training have specific tasks to do.  There are several ways to do this.  1) Do the specific tasks at the training.  2) Demonstrate the tasks at training and then give 'homework' where the staff does the specific tasks independently. 3) Have staff try the tasks on their own and use the training session for questions or problems they had.  For options 2 and 3, staff have to have access to a demo system.
  • If consortium or multi-branch library that is spread out geographically, use webinars and wikis to maintain training consistency.