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  • Training Tracking Options - Confluence page, Excel Spreadsheet

    • Training Guide Reviews

  • Looked at Onboarding Training pages, which are meant to capture training activities in a simple table

    • Not for tracking or recording completion

    • Built for library staff working on implementation

  • Still a need to track training for non-implementation library staff, especially for OCLS

  • ACTION ITEM: Rebecca and Anabella to investigate if there is a Confluence add-in that would push data to a spreadsheet/form for tracking training

  • If we communicate that training tracking is shifting to Confluence, need to refer to tracking in Basecamp (putting a comment with DONE on training activity) and that it’s moving to Confluence.

  • Consider timing in terms of very busy implementation activities to ask individuals to do work of tracking

  • DECISION: Create a downloadable training checklist form for implementation library staff to go on Onboarding Training page that individuals can use if they wish

    • ACTION ITEM: Liana and Aura to create and publish training checklist form

  • Building Training Guide for non-implementation staff

    • Questions to consider:

      • What is training Ex Libris gives us?

      • Do we need to/how can we customize this training for our community?

    • Alexis and Annabelle recommend training guide example from City University of New York as best option - links all work, had extra training modules and exercises

    • Option to move CUNY content to Confluence

    • Annabelle recommends creating a LibGuide:

      • Benefits are other libraries can reuse, LibGuides will remain longer than Confluence, could contain an excel

      • DECISION: Create a LibGuide for training for non-implementation library staff

      • ACTION ITEM: Annabella to explore potential sections/tabs be in the LibGuide, including Community of Practice.

  • Study Groups

    • Informal, drop-in, online session based on a topic, e.g., work through a tutorial together online

    • ACTION ITEM: Natalie, Rebecca, Annabella, Liana to make Study group plan

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