Jennifer Koerber: Okay, once again, just letting everyone know we will get started promptly at one o'clock, which is in just about a minute and thank you all for joining me.
Jennifer Koerber: It is one o'clock.
Jennifer Koerber: And we are recording
Jennifer Koerber: Thank you everyone for coming today. My name again is Jennifer korver and I am the alma training specialist working with the Shared Library Services staff.
Jennifer Koerber: And
Jennifer Koerber: Sorry, and today we are here talking about how to use the various tools that are available to you.
Jennifer Koerber: To develop campus level Alma primo training for staff, and for the most part, I am going to use Alma as my term.
Jennifer Koerber: And that is because even most of the primo work that many of you are doing with a couple of notable exceptions. A lot of that work happens in Alma as well. So if I don't specifically call out primo that's because
Jennifer Koerber: everything that we're doing can be equally translated to working in the primo back office as it can be to all of the primo activities that happen in all of proper so if you do work in a premier back office at all, then just continue to apply these same things.
Jennifer Koerber: So our agenda is we're going to start by talking about an overview of models and tools that are available to you with a quick note on how tech training is different than bibliographic or research instruction which many folks might be more familiar with providing
Jennifer Koerber: And then of course the bulk of this is going to be how to turn all of what's available into local or campus level training.
Jennifer Koerber: And that's using training guides. It's using existing trainings from shared services and also from X Libra.
Jennifer Koerber: Plus and how to documentation, which I'll go over in more detail. And I will definitely leave plenty of time for questions at the end.
Jennifer Koerber: Also, I'm going to run through a whole bunch of slides first and then we're going to go to some online tools to look at them more closely, so bear with me.
Jennifer Koerber: We're going to start by looking at the general elements of a tech training program. And if you, as I always say if you know all of this already. That's amazing.
Jennifer Koerber: You might learn a couple of tips and tricks for me if you, if this is new to you, equally amazing and welcome to the wonderful world of tech training.
Jennifer Koerber: So big question is how is tech training different than other instruction, you might be more familiar with and
Jennifer Koerber: One of the to the big differences. Some of the big differences. Our biggest differences are that the very same training program can have multiple other goals or types of goals. If you're doing bibliographic instruction.
Jennifer Koerber: Typically, the end result is to help students or faculty get the information they need in order to do the work they're doing. That's kind of a singular overarching goal and in tech training. It's the overarching goal is to get people functional on the platform. But within that
Jennifer Koerber: You're looking at, are you trying to teach people how to do the coding underneath the hood, are you teaching people the very latest end user.
Jennifer Koerber: Needs are you just showing them what it's all about. Because this isn't something they're ever going to use in their day to day work, but it might be something they interact with
Jennifer Koerber: Once a year, or they might need to interact with in the future. So these are all different kinds of goals, depending on the staff that you're looking to train
Jennifer Koerber: But you have to keep them all in mind regard for whatever training program you're doing the folks who need very intensive levels of knowledge to folks who just need to know basic awareness.
Jennifer Koerber: And so these diverse and skill needs not just starting skill levels mean that you have to think a little more systematically as to the entirety of your training and we're going to talk a little bit about how to structure your training.
Jennifer Koerber: Curriculum in general. Another huge deal with tech training, particularly for something like Alma, it's as much culture training as it is skills training you know we y'all had Alice for many, many, many years, and a lot of workflows, a lot of
Jennifer Koerber: How we do thing here decisions come from the tool that they were developed around in that case on Aleph and now there is a new tool. And so a lot of what
Jennifer Koerber: You might think as a skills need is actually changing the approach and the culture around using a library service, platform. So you've got to address that cultural need as well.
Jennifer Koerber: While you're doing that while you're doing this, the basic skills training and some of it can be addressed in the classroom and should, and some of it.
Jennifer Koerber: Has to be an outside discussion and as you're creating your training program. You've got to address or at least be aware of addressing both parts and then of course. And anyone who's dealing with
Jennifer Koerber: You know,
Jennifer Koerber: More even more adult learners, not just necessarily 18 year old freshman
Jennifer Koerber: Have some have experienced with this learners are usually adults with decades of subject area experience learning a new tool.
Jennifer Koerber: So again, you're not going to be teaching catalogs, how to catalog. You're teaching catalogs, how to use the Metadata Editor in Alma in order to do the cataloging work they've already been doing so.
Jennifer Koerber: You don't need to necessarily spend any time teaching cataloging one on one, you need to teach Metadata Editor one on one.
Jennifer Koerber: Unfortunately, the downside, as we, as I just mentioned this fact that they have these decades of subject area experience frequently leads more quickly to
Jennifer Koerber: tangents on policies or procedures or workflows. And again, part of developing this training is separating out. What is that cultural or
Jennifer Koerber: What local practice element to what people need to learn versus what is the actual tool itself.
Jennifer Koerber: So the next few slides of you I presented first at SUNY la midwinter on Friday. So if you saw that presentation these next few slides are going to look a little familiar
Jennifer Koerber: But I did develop them specifically with both that conference session and this training in mind because that the model of thinking about tech training I developed for everyone, regardless of what their where they are in their alma training so
Jennifer Koerber: So the graphic. I hope you all see I've occasionally had lag issues, my computer. So if I do, and you don't see the slide relevant to what I'm talking about. Please give me a heads up.
Jennifer Koerber: The, the graphic is seeing now has the model of your training program in the center.
Jennifer Koerber: And that model is going to be affected by the structure you choose, otherwise known as the curriculum or the sequence of content, the tools that you use to provide your training, whether it's online or in person or via documentation or what
Jennifer Koerber: And the content you use to actually present and the the information you're actually presenting and all of those pieces interact together to form the model that you want to
Jennifer Koerber: Work with so depending on what you have available to you at your campus your model of training could be very high touch lots of customized content, lots of hands on training and a computer lab very structured, etc.
Jennifer Koerber: It could at the other end. Be very low touch using existing materials using mostly self paced or self directed learning mostly online.
Jennifer Koerber: This is most useful for places where you have very tech comfy staff and I've started saying tech comfy and not tech savvy.
Jennifer Koerber: Because there are lots of staff who are savvy with technology of a particular type or in a particular platform or software.
Jennifer Koerber: But who aren't necessarily also comfortable learning new technologies quickly and easily. So that low touch is most successful when you have staff who are most useful or most tech comfy.
Jennifer Koerber: Sometimes you don't get a choice. Sometimes that's all it's available to you. And there we are, but it will be most successful for tech comfy staff.
Jennifer Koerber: And then medium touch anywhere in between. You could have will see some suggested models later on.
Jennifer Koerber: But it really can be anywhere in between these
Jennifer Koerber: So starting with structure. Once you've kind of gotten a sense of what model. You can use it again.
Jennifer Koerber: There's no one right or wrong way to do this. If you have the staff to do a very high touch very customized training program, then great do that.
Jennifer Koerber: If you just don't then make it much more of a medium bordering on a lower touch you know whatever you have to, you know, work with what you got. So do as do whatever feels most comfortable and confident for your campus.
Jennifer Koerber: But regardless, you've got to have some structure, whether you're doing even the most low touch version of this.
Jennifer Koerber: You've got to have some structure to it. You have to develop some kind of a curriculum, break it into classes, break it into sequences.
Jennifer Koerber: decide what's a more general session that all staff are going to be required to participate in. And then what the different functional areas are
Jennifer Koerber: And what different classes or sequences, you might have within that a good sequence to go a good kind of overall structure to look at is start with your functional areas and and although of course is acquisitions fulfillment and resources.
Jennifer Koerber: And then within that look at life cycles. So the complete lifecycle of of user records the complete life cycle of the ordering process. The complete life cycle of a circulation transaction.
Jennifer Koerber: And then within that specific features and needs. There's a document will look at after I get through the slides where I go into much more detail about all of this. And it's also one of the resources that's available afterwards.
Jennifer Koerber: Who is doing the training I do you have full time trainers or are you doing volunteer trainers are these staff with, you know, real other jobs, who are volunteering to go and train additional go and train their peers.
Jennifer Koerber: Do you have a mix of that is it do anywhere again anywhere in there is something that you might be doing
Jennifer Koerber: If you're using volunteer trainers, the more volunteer, they are, the more you might want to come up with some kind of a standardized script and the biggest. This is not because people need a script necessarily
Jennifer Koerber: But this is one way that you make sure that all of your staff have consistent training that they are all learning the same pieces. They may not be learning them exactly the same ways because different trainers work differently. But if you've got a standardized outline or even a script.
Jennifer Koerber: Then you will have more is assurance that the folks that staff are actually going to get consistent training that they have what they need.
Jennifer Koerber: If you allow trainers to just literally make it up on their as they go make it up for themselves.
Jennifer Koerber: Then you do have to make sure you figure out how you're going to ensure that that same consistency happens because this is about your learner's. This is about your staff. This is making sure that every single person who goes through training has what they need to do their work.
Jennifer Koerber: And that's what that consistency does
Jennifer Koerber: And then finally, you want to look at your content sources, you're not picking it yet, but you want to look at what's available to you. And again, you can customize it.
Jennifer Koerber: For your specific institution, you can go with what actually bros offers
Jennifer Koerber: Though, again, one of the biggest bits of feedback shared services and really any other organization gets is that the documentation and training is to general it is not specific enough to an individual campuses, or even the consortiums needs so
Jennifer Koerber: One of the things we'll look at in a bit is how to take even that very general stuff and then customize it as needed.
Jennifer Koerber: Also go out and look for other institutions. I worked previously with Harvard Library, and they are very much on board with people viewing getting ideas from and even reusing their, their training content and I have a link for that in the references section as well.
Jennifer Koerber: By the way, if you do have questions, feel free to unmute and ask, should have mentioned this earlier.
Jennifer Koerber: Or go ahead and pop it into the chat. I am monitoring the chat.
Jennifer Koerber: But again, these slides will all be and also these slides and the recording will be available afterwards as well as some of the links.
Jennifer Koerber: To the materials.
Jennifer Koerber: So,
Jennifer Koerber: Once you've got your content, your overall structure in your model you can start looking at what tools you're going to use to provide this training.
Jennifer Koerber: And you've got plenty to choose from. You have all the various materials you have web based training from SUNY like shared services you have other institutions materials.
Jennifer Koerber: You can choose whether you're doing things web based in webinars or online working sessions or in person and hands on.
Jennifer Koerber: Don't under estimate the importance of individual practice. It's impossible. And I do mean impossible to learn everything you need to know by going to a single training, no matter how good you have staff have got to and you all know this because we are now six months post go live.
Jennifer Koerber: staff have to practice they need that time and they they both needed in the training session, but also immediately afterwards.
Jennifer Koerber: So that they can go back to their desks and practice put what they've learned into practice immediately and get used to
Jennifer Koerber: The way of phrased it is the the actual muscle memory, you know, they've learned by using all of by using all if they had learned particular click paths or particular keystroke paths and now it's a matter of getting that
Jennifer Koerber: New muscle memory into the fingers and into the late and parts of the brain to get used to that uncomfortable with that. And that's going to be true of new staff and staff and move into new positions.
Jennifer Koerber: Also, we're going to talk briefly about informal peer support. So do you want to work with a mentor program. Do you want to work with a buddies program like workout buddies.
Jennifer Koerber: Do you want to use learning circles are working groups, lots of different options for how to both provide and also support training.
Jennifer Koerber: Actually barstools obviously there is the document center the Knowledge Center with all of the documentation. The product documentation.
Jennifer Koerber: And all of the training both the alma Central's and the alma administration certification and some of it is really good, particularly the day at the circ desk is really good.
Jennifer Koerber: And I'm going back through the Obama administration certification videos now. And a lot of them were actually really concise. Interestingly enough, if you have anything to do with configuration.
Jennifer Koerber: Or if any of your staff have to do with configuration those videos are not bad when it comes right down to it, they do the job they step you through the configuration and they go out a little long. Occasionally, but they are also broken into some reasonable chunks.
Jennifer Koerber: So worth going back and looking at if you haven't looked at them in a year or more at this point.
Jennifer Koerber: Also Salesforce.
Jennifer Koerber: Absolutely. We've heard this a number of times. And I'll reinforce it.
Jennifer Koerber: Actually was very much stressed that Salesforce is not just a place to tell people that something is down or that something's not working properly.
Jennifer Koerber: But it's also a place to ask questions and to get feedback on ideas. So, as if, as part of training.
Jennifer Koerber: People come up with changes to their workflows, or people come up with new ideas of approaching work at your campus absolutely throw that into Salesforce and ask the support actually our support team questions about how that might work for them for you.
Jennifer Koerber: Train the Trainers.
Jennifer Koerber: This is just a quick outline to show what the point and how you might create a train the trainer program could how this could work.
Jennifer Koerber: Usually there are three levels there the training organizers whomever they may be, they may be in
Jennifer Koerber: Campus trainer, they might be a systems librarian. They might be a training working group could be anybody. And those folks will develop materials or those kind of standardized outlines are scripts and again that's to ensure the consistency of the training across the training program.
Jennifer Koerber: Then you have your volunteer trainers who are also staff and they might either be functional area specialist to learn a little, little bit more about doing training.
Jennifer Koerber: Or training specialists who learned all are primo in order to train it and then they will go out and train staff and this is a little bit of that go
Jennifer Koerber: This is what I meant by all of these, you know, content versus structure versus tools all interrelate because when you're doing your training, whether it's online or in person.
Jennifer Koerber: You might have staff from the same functional area, but across departments. So, you know, a catalog or from the Law Library and the catalog or from the centralized
Jennifer Koerber: Centralized Support area come in and the main library.
Jennifer Koerber: Training together on cataloguing even though they're in different departments and then doing it much more from a functional perspective. You can also have departments learning together in a more cross functional training way. So even though they're a catalog or or a
Jennifer Koerber: Collections Manager from the same library. They might learn how to do cataloging together and then be able to discuss how a reference librarian approaches, whatever.
Jennifer Koerber: bibliographic maintenance, they need to do, or a collections management librarian MIT does bibliographic maintenance versus how someone's who's in technical services cataloging approaches that there's a lot to be done for both of us.
Jennifer Koerber: Also
Jennifer Koerber: Sorry. It was the functional area for cross functional training. It's a little bit of the same way as like learning other ways of approaching the same test.
Jennifer Koerber: You neither case part of the goal of training up the staff is that hopefully those staff will also be able to pass things on to others and possibly even turn around to become trainers themselves.
Jennifer Koerber: As another tool hands on training, obviously, is going to be the best way for most people to learn new technology. However, if you have the infrastructure in place.
Jennifer Koerber: hands on training is also going to be one of the most logistics heavy ways of sharing that training. That being said, For folks who are brand new to the system or brand new to a functional area if they've moved from
Jennifer Koerber: Acquisitions to circulation, for instance, to fulfillment hands on training is still going to be the right thing to do.
Jennifer Koerber: A few considerations to keep in mind. You want a trainer and a facilitator or facilitate wars.
Jennifer Koerber: For more complex topics, because you've got the train or the front of the room, and then a facilitator can be working around the edges of the room to and helping individuals make sure that they're still on track and keeping up with the training.
Jennifer Koerber: And that will
Jennifer Koerber: And that's
Jennifer Koerber: Again, the more complex. The topics like getting into the Metadata Editor teaching templates anywhere where you're really need to where if it's there are some elements of if you blink you'll miss it.
Jennifer Koerber: Having facilitators really can help keep the class on pace and keep everyone moving by allowing those facilitators to work with folks who need a little bit of extra help, or a little bit of of. Am I doing this right to support
Jennifer Koerber: Also a consideration that focuses on pacing teach the tool and distinguish between talking about policy or procedure versus this is how Alma itself works.
Jennifer Koerber: Again, you're not teaching people how to do your jobs you're not having policy discussions, you are simply showing how they can use Alma as a tool to do the work that they are used to doing in a different platform.
Jennifer Koerber: Learning that new tool might then cause them to want to have those policy or procedure or workflow conversations but those should be subsequent conversations not during the actual training.
Jennifer Koerber: Just to keep things moving.
Jennifer Koerber: If and when you choose to do web based training, you've got a lot of choices again you've got webinars small group working sessions short
Jennifer Koerber: Preferably five minutes or less. Definitely no longer than 15 minutes. We all know how interminable sitting there listening to just a plain video with no interactivity can be
Jennifer Koerber: And so you want to keep chunks short but it is possible to do you know a sequence of watch this video then watch this video then watch that video and do a fair amount of training in that way.
Jennifer Koerber: One of the ways that I approached it live approached it that I've suggested to others is If folks want to just read a guide, because we also don't want to sit through a training. When a step by step checklist of do this, then this, then this is a more useful tool so
Jennifer Koerber: One way to keep your overhead and the, the amount of time you spend developing any training limited is by developing the documentation develop
Jennifer Koerber: Training guides or step through the reference lists and then do a quick screen cast video, you know, two, three minutes at most that walks people through a tricky situation where
Jennifer Koerber: You know, okay, fine. The first 10 steps of setting up an order are really straightforward, but when it gets to this one spot. People get stuck.
Jennifer Koerber: So just do a quick screen cast of the one spot and then inserted into your training documentation that way they can quickly review the steps themselves walk through it and then have the video.
Jennifer Koerber: As a reference for that one piece that can be visually confusing that it's much easier to show people and a video is actually going to be better than screen shots in that case.
Jennifer Koerber: Because of paging through tons of screenshots, people can get lost and also it's going to be harder to maintain all of those individual screenshots. Whereas if all the changes.
Jennifer Koerber: And you've just got to reshoot a two minute screen cast that's relatively straightforward as opposed to having to go back
Jennifer Koerber: Recap, you know, resize all your screenshots clean them up, put them up whatever just doing one quick video and then doing redoing that video is needed to keep things updated can be very useful.
Jennifer Koerber: Informal peer support. We're going to come back to this, but these can be discussion lists working group sessions gardening gloves sessions I am using this phrase forever for a colleague of mine at Harvard.
Jennifer Koerber: Gave it to me and Jane said it was because that's when you're digging in the weeds. That's when the whole point of this you know when you
Jennifer Koerber: You don't want to have necessarily these things coming up in formal training in hands on training because you need to keep things moving.
Jennifer Koerber: But by having a dedicated gardening gloves session. It's all about getting into the weeds getting into
Jennifer Koerber: Well, what if this happens. And what if this happens. And what if this happens and why did this happen, and we'll. Can we just follow that tangent, all the way through. Can we learn something from there.
Jennifer Koerber: Looking at using it will see this in a second. But looking at using these much more, much less structured and more
Jennifer Koerber: Interactive actively interactive
Jennifer Koerber: Sessions to supplement formal training can be incredibly useful because again topics can come up questions can come up during the training sessions.
Jennifer Koerber: That you can then bring to these garden and gloves sessions or learning circles or circles of practice where the whole point is to get into the weeds and to get into the details and really dig down on the tangents and get into the weird edge cases.
Jennifer Koerber: By allowing for basic training and then this kind of extension of that.
Jennifer Koerber: You're providing opportunities for everybody to get the depth of training that they need. You make sure everybody gets everybody gets the basic training and then allow the folks who really do or need to dig into the weeds can do that as well.
Jennifer Koerber: Cafe Allah, by the way, I hope many of you are attending that and I hope that more of you will participate in that. Because this is basically the intention of cafe Alma was an online learning circle. It is meant to be a place to bring questions and ideas as well as
Jennifer Koerber: Examples and successes, so
Jennifer Koerber: Looking at something like Cafe all law, which is this open hour of presentations or questions or thoughts or is this wacky ideas and then having conversations about them again is that extension of training.
Jennifer Koerber: It was designed to be
Jennifer Koerber: A more self directed extension of any formal training, you might have gotten in the past.
Jennifer Koerber: And we're hoping that it continues. Similarly, some more informal peer support very familiar mentors, but also buddies. So if you have people who are not as tech comfy. As I mentioned earlier, Buddy them up with each other not strong and
Jennifer Koerber: Less comfy, but people who are roughly on the same level because the whole point there. It's like a workout, buddy. You go for support.
Jennifer Koerber: A little bit of accountability, but mostly it's not just you, you're not the only one going through this and then as we said earlier practice because you cannot learn everything. No one can learn everything just by attending or watching a single training.
Jennifer Koerber: Any questions at this point because now we're going to get into how you bring it all together.
Jennifer Koerber: Any other questions.
Jennifer Koerber: Okay. Oh, again, put it in the chat if you've got questions.
Jennifer Koerber: And otherwise, let's bring it together. So what is the intended audience for Campus level training, usually at this point, again, we are six months Pascoe live many of you, many of your staff.
Jennifer Koerber: Participated in trading during
Jennifer Koerber: The migration process of one type or another. So who's this for who's this ongoing long term training for
Jennifer Koerber: Its for new staff. So a systematic approach to all the relevant on the material that assumes no knowledge, either with Alma itself, or possibly with Sunni itself. If it's an internal you know someone from another campus coming to your campus.
Jennifer Koerber: Or someone who is coming from one
Jennifer Koerber: functional area on campus to another. They may have more knowledge, but it also obviously is for folks who are coming from outside of Sunni and just starting with the with the consortium. So those are folks who might be an intended audience for this training.
Jennifer Koerber: It might be more self paced, but it may need some hand holding or monitored learning
Jennifer Koerber: And some more formal training as well.
Jennifer Koerber: Also the another intended audience obviously is refreshers for existing staff or folks, as I said, who are new roles, either.
Jennifer Koerber: Moving up promotions or transferring laterally moving from one focus of one functional area to another so
Jennifer Koerber: There, you get to assume knowledge of either all or primo is a system Sunni as a data set. In this case, or both.
Jennifer Koerber: And hopefully this will be even more individual learning and very self paced, but might require a faster ramp up period, they might need to do a lot more training a lot faster because they're expected to have that background and be able to come up to speed.
Jennifer Koerber: So I mentioned the more general models of how customize how high touch versus how low touch you want to go. But let's look a little more specifically some local training models at the campus level could be
Jennifer Koerber: All self directed. So again, we're starting in this case we're starting with the lower touch. So all self directed learning using existing materials they there's no formal training, per se. There's no formal local peer support.
Jennifer Koerber: And then folks just walk themselves through training materials and then report back to their manager as to either ask questions or to tell them how things are going.
Jennifer Koerber: A little more higher touch you would have some self directed and some formal training there might be some and this is
Jennifer Koerber: One of the challenges with particularly smaller. And one of the things I want to address here is if you've got a smaller campus.
Jennifer Koerber: You're not going to have regularly scheduled. This is the Metadata Editor hands on training. A lot of this is that lower touch, simply because there's just not enough.
Jennifer Koerber: There aren't enough people who need it all at the same time to warrant this more formal training and that's cool. That's, that's just where you want to do a more self a lower touch approach so
Jennifer Koerber: One of the questions to ask is, how can you still provide that hands on training without regularly scheduled
Jennifer Koerber: Opportunities, so you know at some of the biggest campuses. The, the campus centers.
Jennifer Koerber: University Centers. Rather, they may have enough people starting that on a one on one training is going to be useful offering it on a continuous basis.
Jennifer Koerber: But a lot for a lot of you it's that's just not the case. So that formal training might be within a department or offered like four times a year.
Jennifer Koerber: But it also might be a script or something that a manager could work with someone in their department or one one person can work with another person in the department.
Jennifer Koerber: So that quote unquote formal training might still be small or one on one, but it's got a lot more structure to it. And it's not just the person themselves. The new staff person or the, the new person enroll going and reading and watching videos on their own.
Jennifer Koerber: This is a great place for those gardening Glover learning circles sessions where people can do the self directed training, they can read the documentation or watch the videos.
Jennifer Koerber: But then the entire department or the or a functional area comes together and does these learning circle sessions.
Jennifer Koerber: Or gardening glove sections and that's where you get to make the know that's the hands on practice that's where you get to make what you've learned in reading or watching videos, much more real and you get to do it in these conversational ways
Jennifer Koerber: So that's an option.
Jennifer Koerber: That again as you get to a larger campus.
Jennifer Koerber: Or if you've got cohorts of people coming in at the same time, you can start doing more formal training and larger groups more formal peer opportunities.
Jennifer Koerber: Possibly regularly scheduled centrally scheduled working groups, whatever. Again, whatever works for your campus.
Jennifer Koerber: And then obviously the very high touch approach is fully supported formal hands on training regularly sort of centrally organized peer learning opportunities.
Jennifer Koerber: This is a range pick and choose whatever works within your campus. All of these are options. All of these are possibilities and also something is better than nothing.
Jennifer Koerber: Having a simple blog or a basic website and WordPress that just outlines the different videos that people might want to go watch from X Libra is is it could be enough that could be enough to get people going
Jennifer Koerber: We're going to look at the shared services training guides in a moment, live, but I want to mention that these are the part of the purpose for these guides why they exist is so that you can use them as part of this part of your local campus training.
Jennifer Koerber: They walk people through they walk staff through the sequences, they're made up of static bits of content and FAQs and
Jennifer Koerber: They walk through the different processes and Alma in that very step by step way. No, it will not have local details, it will not have, you know, and then when you're done with it. Put this on so and so's desk.
Jennifer Koerber: But that's the kind of customization that you can then take the that you can do locally, you can use the guide as most of your structure as most of your script or your content.
Jennifer Koerber: And then turn it into, you know, take it, copy it. Paste it, turn it into a Word document. And then that's what you can use to add in those local details.
Jennifer Koerber: So, and that's always a possibility when you're doing customization. It does not necessarily mean you start from scratch. It means you can use existing materials.
Jennifer Koerber: And then edit in your local details, you know, in it could be a local practice in terms of cataloging, it could be a workflow. Like, how does this physical object move through our department.
Jennifer Koerber: Any of that stuff can be edited into a local version, but you don't have to recreate all of the an anomaly. You click here, click here, click here that stuff exists already and you can just add in your own details and documentation and local practice.
Jennifer Koerber: Obviously, you want to encourage staff to participate in trainings.
Jennifer Koerber: That you want them to get the most out of cafe Alma base camp threads and Salesforce, you want to use pure and peer learning and learning circles to discuss local practices and look through other ideas and sorry I got ahead of myself. I started talking about this slide before that one.
Jennifer Koerber: So as I said, you can use the training guides for self guided individual learning. You can use them as a textbook, you know, read, as I said earlier, read this.
Jennifer Koerber: watch these videos and then come into the training with that knowledge and then we can just walk through examples. Use the content structure to local training said that
Jennifer Koerber: Mix with actually versus Sunni, Sunni shared services training documentation to do any of the above, and again, use it as pre reading for local discussions.
Jennifer Koerber: So the, the guides themselves can be a starting place and are intended to be a starting place both for self guided individual learning for folks just to walk through them as is, but also as part of your local initiatives in training.
Jennifer Koerber: And again, we're going to go live in a second. I just wanted to finish these last few slides.
Jennifer Koerber: I also have spent the past couple of weeks, taking everything I know about developing technical technology training and creating a training document.
Jennifer Koerber: And this is available at that base camp link that's at the bottom of the slide. There's also a link in the references, you'll find at the end we'll also look at it briefly online.
Jennifer Koerber: But it basically is a step by step.
Jennifer Koerber: roadmap to taking all everything. Either you individually know about Alma or that you get out of existing materials and turn that into a training program.
Jennifer Koerber: And into training materials, it's not completely exhaustive. There are things where I say, you know, there are other resources available but
Jennifer Koerber: It's my current best attempt at supporting what you're doing in providing training to your on the at the campus level some highlights from it chunk wisely, meaning
Jennifer Koerber: As we start, as I said earlier, take a functional area and then break it down into the life cycle of a record or the life cycle of a transaction or the sequence of steps that someone might go through
Jennifer Koerber: In order to get somewhere and present the material following that sequence sequence, you want to give folks a narrative. You want to give them a story.
Jennifer Koerber: That they can fit all of their training into that they can fit all of their learning into and as you're doing that you want to teach the tool. You want to have separate time outside of training for those tangents on local policy and workflow.
Jennifer Koerber: But you want the training itself to focus on the nuts and bolts of clicking here choosing this option in Alma
Jennifer Koerber: Both of those are, as I've said multiple times. Both of those are key pieces but they are separate pieces because if you don't turn them into separate pieces. They're going to bog down whatever formal more formal training, you're trying to do.
Jennifer Koerber: And again, hands on whenever possible, with lots of time for practice.
Jennifer Koerber: Another tool, as I mentioned, is the shared services trainings that are available, the lib Cal calendar lists all of them.
Jennifer Koerber: It lists webinars. It's going to be listing our online courses and it will be listing though and and for listening. The in person sessions.
Jennifer Koerber: The registration, maybe in a different place, particularly for the online course and the in person trainings that registration is actually going through the center for
Jennifer Koerber: Professional development, whereas the webinars, the one time webinars, the registration is right through live Cal, but you can see a single list of all of the training available at the calendar.
Jennifer Koerber: So again, and you can use these trainings these shared trainings to
Jennifer Koerber: Either as pre work for local discussions or to supplement your local training.
Jennifer Koerber: Or to get ideas for local training as well.
Jennifer Koerber: getting the most out of cafe Alma base camp in Salesforce and I lump these three together because they do similar things.
Jennifer Koerber: Cafe Alma as an online as an online learning circle base camp as an online discussion area and Salesforce as a way to interact with x Libra support.
Jennifer Koerber: Will do a lot of things and to see other people, Sarah Salesforce cases, you get a lot of reassurance, you get a reassurance, you're not alone in learning on primo
Jennifer Koerber: It may just not be you and your campus having issues. That's one of the biggest things coming out of base camp threads is the is
Jennifer Koerber: It's the equivalent of the is it down for everyone or just me website for website statuses.
Jennifer Koerber: And to be quite blunt, it lets you get the reassurance that no you're not an idiot. No one here is an idiot. We are all smart people.
Jennifer Koerber: But parts of humble can be very complex or very deeply connected. And by having conversations with folks in these spaces you are reminded of that and you get to see how other people have found those connections or found those complexities
Jennifer Koerber: You get to sanity check, walking through issues and scenarios with real world examples including configuration and code, you get to talk to people, you get to interact with your peers across the campuses, either.
Jennifer Koerber: Live in cafe Alma or in the discussion threads and base camp or by seeing other people's issues and Salesforce. And again, these are places all to try out ideas, not just
Jennifer Koerber: Offer proven successes, but asking questions being curious. And this is something that you can encourage your staff to do as they are learning. And again, these are active parts of training as well because they are part of the learning process. It's all part of the learning process.
Jennifer Koerber: There's a great if you could continue with the learning circles idea the peer learning
Jennifer Koerber: Peer to peer University has a fantastic facilitator handbook. It's designed for public libraries or public learning, but a lot of the tips are useful, regardless of the setting.
Jennifer Koerber: And again, have folks watch if you're going to do learning circles. If you're going to have those informal learning sessions peer learning sessions.
Jennifer Koerber: Have folks watch actually researcher or Sunni shared services videos or read documentation first and then come together to work through real life local examples.
Jennifer Koerber: This again can be a very informal low overhead way of doing this kind of training is say, Okay, everybody you know
Jennifer Koerber: Today we're going to watch these videos or we're going to watch these videos and then on this date come together, we will have expected you to watch these videos come together and we're going to talk through things and how we do it here at this campus.
Jennifer Koerber: And finding examples from other folks, if you are a Sunni as as part of Sunni you all have access to the Luna document repository, which means a Luna is the
Jennifer Koerber: Users conference, the national, international users conference for actually bris product users and a lot of other institutions have presented on how they did staff training. So one more place to get ideas for doing campus level staff training is from other campuses.
Jennifer Koerber: Williams College Sonoma Sonoma State as part of the as an individual college within the California State University system.
Jennifer Koerber: Both did similar meshes of providing using a content. Content Management or learning management system.
Jennifer Koerber: And for the structure, but then use the actual X Libra documentation for the content. So they're nice examples of using that very specific blend of existing materials, but then local structure.
Jennifer Koerber: To do this work.
Jennifer Koerber: And then what I found. Just the other day.
Jennifer Koerber: Is Minnesota state.
Jennifer Koerber: Has just a whole session schedule of their
Jennifer Koerber: Webinars for their system on the different topics. And again, you can see how so you can see how they structure their training and how what what organization they brought to it.
Jennifer Koerber: In the I'll put all the resources up on when I post the slides and the recording. But here are the URLs and I'm simultaneously going to ask for questions and change my share
Jennifer Koerber: To
Jennifer Koerber: The live share. So any questions or thoughts so far.
Jennifer Koerber: Because I will answer questions and I will also go through take a couple of minutes to go through the online tools. I was talking about.
Jennifer Koerber: Feel free to drop a question into the chat or
Jennifer Koerber: unmute yourself and ask
Jennifer Koerber: Okay, going once
Jennifer Koerber: All right, let's do a quick run through. And again, if you have questions, as I'm going through the tools.
Jennifer Koerber: Let me know.
Jennifer Koerber: There's so much. Okay, there's so much online training and managing this tools isn't easy thoughts.
Jennifer Koerber: It's
Jennifer Koerber: If the question is how do you
Jennifer Koerber: Can you tell me more about your question because there's a couple of different ways I could answer it depending on which direction you're looking for.
Jennifer Koerber: Ultimately, I can start by looking at the
Jennifer Koerber: Looking at the Sunni shared services guides taking videos managing WebEx and sharing screens.
Jennifer Koerber: It's
Jennifer Koerber: There is a learning curve.
Jennifer Koerber: So if you're talking about it from the providing training standpoint, there's definitely a learning curve you can this is why I'm saying, You've got to go with what you can support.
Jennifer Koerber: This is why I was encouraging that different levels of customization different levels of offering training. It's all legit. It's all different ways of doing it. It's just what you and your campus need and can support. So effectively, so
Jennifer Koerber: If you don't have the infrastructure. If you don't have the people to do you know to do bespoke videos to do frequent WebEx or or online trainings then work as much as possible with existing content worth as much as possible with what's out there and then maybe the
Jennifer Koerber: As I said that's might be a place where you want to do much more of a blend of. Okay, watch this video and then we'll come together and discuss it in person, where the overhead is not necessarily getting people talking to each other. It's
Jennifer Koerber: Managing the content creation. So, at least for that part, you know, ramp up with existing content and then go from there. Great. OH, GOOD, I'M GLAD THAT HELPED
Jennifer Koerber: On that end. Let me go through quickly. The, the existing content, we've got so far from shared services.
Jennifer Koerber: And that is we start off if you go to the Sudanese library consortium website and then click on the training button in the upper right corner.
Jennifer Koerber: You will get to this getting started with on primo training this the guides are set up for self directed learning that's
Jennifer Koerber: That they are the way that they're assemble the way they're structured the way the content is presented. It's meant for a single person reading through it.
Jennifer Koerber: Whether that single person is the end learner or whether that single person is you or someone else at your campus tasked with creating more customized versions of these things. Cool.
Jennifer Koerber: But the goal is that you're getting people started with training as from the end learner perspective. So I actually added in. Here's how to use this guide.
Jennifer Koerber: As a self learner tool is how to use this guide in the functional area guides as a self learning tool. So read through
Jennifer Koerber: The first couple of guides, all the way through and then go to the functional area guys that you need.
Jennifer Koerber: And read through the guide watch any of the training videos listed in the guide. Try and examples are exercises and then go and practice and then repeat as needed for each functional area and again
Jennifer Koerber: This could. This could be it could be what you can offer to your staff is support in them working through this on their own.
Jennifer Koerber: These are still under development, obviously, three more will be coming online by the end of February in resource sharing a resources and resource management.
Jennifer Koerber: Will be working on the acquisitions guide coming in April, but because of the different levels of acquisitions use across SUNY, that one's going to take a little longer for us to put together.
Jennifer Koerber: The fulfillment guide and the analytics guide and the discovery guide are all already finished. So again, these all
Jennifer Koerber: Are structured in a way that makes sense based on how to systematically learn these topics and to learn these functional areas so configuring start with content search the results list go into look and feel.
Jennifer Koerber: Searching functionality patron tools web accessibility and then primo analytics. It's all in here.
Jennifer Koerber: And again, these are and they pop out all the functional area guides. This little pop icon means that they will pop out. So don't be confused.
Jennifer Koerber: When that happens. So if I go to the fulfillment guide for instance, you know, what's part of fulfillment with some vocabulary that you need some recordings will be in embedded in their
Jennifer Koerber: Circulation Circulation Desk training videos and then step by step going through a number of different things. But again, these are FAQs that were created by shared services as part of answering questions. So these are being maintained by shared services in that way.
Jennifer Koerber: Another tool. This is that document I was talking about how to develop staff technology training, particularly for OMA and primo
Jennifer Koerber: And it takes everything I've just started touching on in this webinar and goes into everything and a lot more detail.
Jennifer Koerber: Including both the structure, including the structure, including breaking it out into the model, the tools and the content and then some actual suggestions for the people providing the training.
Jennifer Koerber: I am still looking for feedback. This is always a work in progress. So if you read through this and say, I'd like to hear more about this. I would love to hear that either as a comment on this base camp.
Jennifer Koerber: Document or as email my emails in the document here.
Jennifer Koerber: Another tool available to you. I'm going back to the Training Guide, because the alma training calendar, the shared services training calendar is available here as well.
Jennifer Koerber: And it's also available via direct link in a list like this. And again, people can register here. We will also be adding in the in person trainings and the online resources.
Jennifer Koerber: Course, but that will just be a link to the official registration, a little bit of information that in a link to the official registration on the CPD site.
Jennifer Koerber: Just because of the way those need registration. We can't do it here along with webinars we have to do it separately.
Jennifer Koerber: But there will be a listing in here so that you can see that so that you and any of your staff can see all of this training opportunity together and then finally cafe Alma
Jennifer Koerber: The upcoming schedule the full schedule is here, we are starting acquisitions. As of this Thursday tomorrow.
Jennifer Koerber: So if you have either something to present on something to talk about or questions and open discussion. They've blocked it out into ordering receiving cataloguing and then an open call
Jennifer Koerber: And again, you can see more of the session details and the sign up
Jennifer Koerber: For either being a participant participant doesn't mean presenter. It can mean questioner.
Jennifer Koerber: And any topics here as well.
Jennifer Koerber: And again, as I said earlier,
Jennifer Koerber: This is a learning circle open on the open mic is meant to be an online learning circle or circle of practice it is as much a place for questions and thoughts as it is for answers.
Jennifer Koerber: And thinking of it in those terms, along with the base camp thread base camp discussions and questions into Salesforce. It's a piece of a piece with that it is meant to be pure learning
Jennifer Koerber: In a learning circle open discussion format with as many questions as answers. Speaking of questions. Are there any additional questions.
Jennifer Koerber: Coming answering the other while you're while you're thinking of questions. I'm going to go back and answer the other variant on there's so much online trading and managing is an easy
Jennifer Koerber: One of the, the other reasons for the guides was to answer the request, can we put all this in one place. This is why these documents.
Jennifer Koerber: These guides both have their own content. They also include FAQ content. They also include
Jennifer Koerber: Past and upcoming recording content for shared services videos they point to X Libra staff augmentation and training as necessary. They really are meant to be a one stop.
Jennifer Koerber: Shop for training resources. And again, what you can use them for at a campus level is either the starting point, or as the complete point of your local training efforts, again depending on how much customization or organization, you can support locally.
Jennifer Koerber: But any other questions.
Jennifer Koerber: A couple minutes left.
Jennifer Koerber: And I'm going to make a small plug if while we're waiting for any other questions.
Jennifer Koerber: For what I think is one of the most straightforward screen casting screen cast recording tools I've found yet. It's called screen cast a medic. And there's a free version, or it's I think it may still be $50 for the year for a more of an enterprise level.
Jennifer Koerber: And it's really easy and even the free version has a reasonably robust editing suite. They have a good number of editing tools which is critical for
Jennifer Koerber: screen cast more than just a minute or too long because you're going to make mistakes and you're going to need to re record or edit in and out things. And so I think it's actually one of the best tools as far as both learning it and using it and
Jennifer Koerber: Maintaining things I've, I use it all the time.
Jennifer Koerber: And it's been really, really effective.
Jennifer Koerber: And now that I've got that up on my screen. I will pop that into the chat.
As well.
Jennifer Koerber: Any other questions.
Jennifer Koerber: Okay. If not, thank you very much everyone for coming and I appreciate your time and if you do have any other questions afterwards, or if you want to follow up with any feedback on any of our training materials, as I mentioned, many of them are still under development in that way that
Jennifer Koerber: Everything is still under development.
Jennifer Koerber: Because everything can always be improved, please let me know either my email, or in any base camp discussion parts that are relevant. I'm going to go ahead and end the meeting. And thank you all for joining me today.
Jennifer Koerber: Oh good, clear some very glad
Jennifer Koerber: I we absolutely heard that there was a lot out there and we wanted to bring it all together.
Jennifer Koerber: And both in this training and on these in the guides. I hope that that's happened.
Jennifer Koerber: Okay. Alright. Thanks everyone. And I hope you all have lovely days.