LOUIS now offers six professional development courses through Moodle in three areas:
- System Administrator training
- Electronic Resources Administrator training
- Digital Privacy training.
These courses are reserved for LOUIS members. All LOUIS members can take the Level 1 Sys Admin, Level 1 ER Admin, and Digital Privacy courses. The Level 2 and Level 3 Sys Admin, and Level 2 ER Admin courses are reserved for the points of contact in those areas for each library.
To register for any of these trainings, fill out this form
Here is information about the contents of each of the courses we offer:
ILS System Administrator Training
The three Sys Admin training courses are designed to improve System Administrators' skill with Symphony Workflows, Enterprise, and BLUEcloud Analytics. Each course involves going through trainings created by SirsiDynix through their Mentor training program and selected by LOUIS. Courses contain videos, quizzes, exercises, readings, and other materials that increase in difficulty as the user progresses through the beginner, intermediate, and advanced levels.
To complete the ILS Sys Admin trainings, you will access SirsiDynix Mentor through an account local to your institution. We will send you the login information when you enroll for the course.
System Administrator Beginner (SA 1) Training
The System Administrator Beginner course covers the following topics:
- Working with LOUIS as a system administrator
- Symphony WorkFlows:
- Beginner and advanced search strategies
- Managing user records
- Circulating items
- Original Cataloging
- Cataloging Basics: Call Number and Item Maintenance
- Administration: Properties and Toolbars
- Administration: Library Calendar Configuration
- Administration: Format Policies
- Administration: Item Types, Loan Periods, and Locations
- Administration: Staff Logins and Access
- Reports basics
The approximate time it takes to complete this course is 5-6 hours.
System Administrator Intermediate (SA 2) Training
Note: due to restrictions on access to vendor administrative portals, the intermediate and advanced level courses will be open only to the designated LOUIS System Administrators.
The System Administrator (SA 2) course covers the following topics in Symphony WorkFlows:
- Managing user records
- Circulating materials
- Modifying due dates
- Label designer steps
- Discarding items
- Overrides
- Customizing policy lists
- Making items circulate
- Billing and penalty
- Holds
- Holding codes
- Retrieving monthly statistics
- Creating custom notice text
As well as the following in Enterprise and BLUEcloud Analytics:
- Enterprise end user training
- Enterprise administration training
- Enterprise Admin Overview/Quick Reference
- Enterprise End User
- BLUEcloud Analytics training
- User login types in BLUEcloud Analytics
- BLUEcloud Analytics Introduction for Reporters
The approximate time it takes to complete this course is 6-8 hours.
System Administrator Advanced (SA 3) Training
The System Administrator Advanced course covers the following topics in Symphony Workflows:
- Holds (blanket holds, onshelf holds, cancel a hold, clean the holds shelf)
- Recalling items
- Smartport
- Working with authorities
- Properties and toolbars
- Public and special user configuration
- Staff logins and access
- Batch loading and removing users
- Symphony administration configuration
- Processing long overdue and unwanted materials
- Bibload Reports
- Holding Codes
- Edit Bibliographic Data Globally
As well as topics in BLUEcloud Analytics:
- Builder reports
- Modifiers
- Viewing and exporting reports
- Subscribing to reports
- Formatting reports
- Joins
The module's training videos alone total over 6 hours of viewing time, not to mention reading material and taking the quizzes.
Additionally, the Level 3 Sys Admin course also requires students to complete a capstone project. This capstone project will demonstrate some form of mastery over any aspect of ILS System Administration (Symphony, Enterprise, BLUEcloud, MarcEdit, etc.), while providing something of value to the LOUIS community. The student will coordinate with the LOUIS Staff to give a presentation, write an article, or lead a discussion about an ILS topic for the LOUIS community.
Electronic Resources Administrator Training
Electronic Resources Administrator Beginner (ER 1) Training
The Electronic Resources Administrator Beginner Training takes students through fundamental concepts for Electronic Resource Librarians. It is open to anyone in the LOUIS Consortium. It includes lessons on:
- Working with LOUIS
- Working with Consortia Manager
- Understanding knowledge bases, holdings and ERMS
- Administration and Contacts
- Licensing
- Reports
- Troubleshooting
- Cataloging.
The approximate time it takes to complete this course is 5-6 hours.
Electronic Resources Administrator Intermediate (ER 2) Training
The intermediate ER Admin Training course was designed to help librarians gain core competencies for Electronic Resources Librarians as identified by the NASIG Core Competencies Task Force (NCCTF). It includes training on:
- Managing the electronic resources lifecycle
- Navigating vendor platforms
- Research and assessment
- Technology.
This course is reserved for those who are electronic resources points of contact at their libraries in part because it requires that they have administrative access to their library's electronic resources accounts.
The approximate time for completion of this course is 6-8 hours.
Electronic Resources Administrator Advanced (ER 3) Training
The advanced ER Admin Training course is the most rigorous of the three Electronic Resources courses. The course will address competencies required for advanced-level Electronic Resource Librarians. The course will broadly address skills required at this level as each institution will have its own peculiarities and additional duties. It includes the following topics:
- Accessibility of Electronic Resources
- COUNTER 5.0.2
- SUSHI
- EBSCO Holdings Management MARC Data Loads
- 856 Click Statistics from Enterprise
- Search Boxes
- EDS Custom Catalog Database
- Resource Authentication
This course is reserved for those who are electronic resources points of contact at their libraries in part because it requires that they have administrative access to their library's electronic resources accounts.
The approximate time for completion of this course is 6-8 hours.
Digital Privacy Training
The Digital Privacy Training course serves as an introduction to the issue of privacy in libraries for library staff with a focus on digital technologies and other issues that concern academic libraries. This course is composed of the following five modules:
- Libraries and Privacy
- Privacy Risk and Mitigation Strategies in Library Systems and Operations
- Privacy and Library Vendors
- Privacy and Public Computers in Libraries
- Privacy Concerns for Academic Libraries
The approximate time for completion of this course is 4-5 hours.
Completing a Course, Badges, & Certificates
At the beginning of each class, students will take an assessment in the skills covered in that class in which they rank their ability on a scale of 1 to 100. At the end of the class, they will repeat this assessment. If they score a 70 or above on every skill, they have passed the class. If a student receives lower than a 70, LOUIS staff will work with them on the skills they need to improve until they achieve an understanding of that skill.
Shortly after a student passes each course, they will receive two things: A digital badge and a certificate, each indicating that they have received credit for the course.
The digital badge will be delivered through Moodle. Students can also keep track of their badges in Badgr. For more information about adding LOUIS badges to Badgr, check out this article. We also keep a list of those who collected badges in our points of contact page.
The Member Services Manager will send you a certificate via email. You can use this certificate as proof of credit for your tenure file, annual review, or other portfolio.
Here is what each badge and certificate looks like (size scaled to fit this space)
ILS System Administrator Training Level 1/Beginner
ILS System Administrator Training Level 2/Intermediate
ILS System Administrator Training Level 3/Advanced
Electronic Resources Administrator Training Level 1/Beginner
Electronic Resources Administrator Training Level 2/Intermediate
Electronic Resources Administrator Training Level 3/Advanced
Digital Privacy
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