For library staff new to the consortium, please watch the Welcome to Evergreen Indiana webinar first. This is a great overview of what the Evergreen Indiana consortium is, how it is governed, and important communication information.

See the Calendar for any upcoming live trainings and any other related events.

Please select one of the tracks below to view the required and recommended trainings for working staff accounts.  Contact Britta with any questions.

Required trainings are marked with ‘**’ and were based off of the Staff Working Profile Permissions table.

The trainings listed below are required and recommended for those pursuing a Circ1 or Circ2 staff permission. Trainings marked with an '**' are required.

**1. Patron Management in Evergreen Indiana | In this training, we focus on the patron account: patron policies and procedures, registering new patrons and managing accounts, billing, user buckets, and more!

**2. Circulating Material in Evergreen Indiana | In this training, we focus on the circulation aspect of the ILS: how materials are circulated to patrons, managing those materials when they've been returned, circulation modifiers, Item Status, overdues, and more!

3. Searching the Catalog in Evergreen Indiana | Learn the ins and outs of searching the catalog in Evergreen Indiana! We'll look at the types of searches we can make, and how they can give us the most accurate results for our task.

**4.  Holds in Evergreen Indiana | This training covers how holds work in Evergreen, what types of holds are available and how to place them, how the patron and circulation matrices affect them, and the tools within Evergreen that can assist us in managing holds.

5. Basic Reports in Evergreen Indiana | Learn about the Reports modules in Evergreen Indiana. We'll look at the module itself and the layout, how to set up your account to run reports, how to search for shared templates, and we'll take a look at how to set up a report to run. Then, we'll take a look at the Simple Reporter module.

6. The OPAC: The Patron's Side of Things | Let's talk about the OPAC from the patron's perspective! We'll go over the My Account features as well as a quick review on how patrons search the catalog to place a hold. We'll also take a look at how the Evergreen Indiana app works.

Recorded webinars may be eligible for LEUs.  You can find out more at the Indiana State Library Continuing Education website in the How do I document LEUs for Live and Archived virtual conference sessions or webinars? section.

The trainings listed below are required and recommended for those pursuing a Cat2 and/or Cat1 staff permission. Trainings marked with an '**' are required.

1. Searching the Catalog in Evergreen Indiana | Learn the ins and outs of searching the catalog in Evergreen Indiana! We'll look at the types of searches we can make, and how they can give us the most accurate results for our task.

**2. Basic Cataloging in Evergreen Indiana | This asynchronous course is intended to provide cataloging staff with the information needed to add and maintain holdings in the Evergreen Indiana catalog; tasks associated with a Cat2 permission level.

**3.  Advanced Cataloging in Evergreen Indiana | This 2-part workshop covers what you need to know to be eligible for Cat1 permissions. This training is required for all staff who are responsible for adding, editing and generally maintaining the bibliographic records in the Evergreen Indiana catalog. This is not required for Cat3 or Cat2 permission levels. Prerequisite: Basic Cataloging in Evergreen Indiana

4. Basic Reports in Evergreen Indiana | Learn about the Reports modules in Evergreen Indiana. We'll look at the module itself and the layout, how to set up your account to run reports, how to search for shared templates, and we'll take a look at how to set up a report to run. Then, we'll take a look at the Simple Reporter module.

5. The OPAC: The Patron's Side of Things | Let's talk about the OPAC from the patron's perspective! We'll go over the My Account features as well as a quick review on how patrons search the catalog to place a hold. We'll also take a look at how the Evergreen Indiana app works.

Recorded webinars may be eligible for LEUs.  You can find out more at the Indiana State Library Continuing Education website in the How do I document LEUs for Live and Archived virtual conference sessions or webinars? section.

The trainings listed below are required and recommended for those pursuing the Local Administration staff permission. Please note that this permission is managed at the consortium level. Trainings marked with an '**' are required.

1. Patron Management in Evergreen Indiana | In this training, we focus on the patron account: patron policies and procedures, registering new patrons and managing accounts, billing, user buckets, and more!

2. Circulating Material in Evergreen Indiana | In this training, we focus on the circulation aspect of the ILS: how materials are circulated to patrons, managing those materials when they've been returned, circulation modifiers, Item Status, overdues, and more!

**3. Local Administration in Evergreen Indiana | Learn how to use the tools available to you in Evergreen Indiana in order to manage your library at the administrative level. This training is required for those pursuing LocalAdmin permissions.

4. Basic Reports in Evergreen Indiana | Learn about the Reports modules in Evergreen Indiana. We'll look at the module itself and the layout, how to set up your account to run reports, how to search for shared templates, and we'll take a look at how to set up a report to run. Then, we'll take a look at the Simple Reporter module.

Recorded webinars may be eligible for LEUs.  You can find out more at the Indiana State Library Continuing Education website in the How do I document LEUs for Live and Archived virtual conference sessions or webinars? section.

Basic Cataloging in Evergreen Indiana | This asynchronous course is intended to provide cataloging staff with the information needed to add and maintain holdings in the Evergreen Indiana catalog; tasks associated with a Cat2 permission level.

Basic Reports in Evergreen Indiana | Learn about the Reports modules in Evergreen Indiana. We'll look at the module itself and the layout, how to set up your account to run reports, how to search for shared templates, and we'll take a look at how to set up a report to run. Then, we'll take a look at the Simple Reporter module.

Circulating Material in Evergreen Indiana | In this training, we focus on the circulation aspect of the ILS: how materials are circulated to patrons, managing those materials when they've been returned, circulation modifiers, Item Status, overdues, and more!

Holds in Evergreen Indiana | This training covers how holds work in Evergreen, what types of holds are available and how to place them, how the patron and circulation matrices affect them, and the tools within Evergreen that can assist us in managing holds.

Local Administration in Evergreen Indiana | Learn how to use the tools available to you in Evergreen Indiana in order to manage your library at the administrative level. This training is required for those pursuing LocalAdmin permissions.

The OPAC: The Patron's Side of Things | Let's talk about the OPAC from the patron's perspective! We'll go over the My Account features as well as a quick review on how patrons search the catalog to place a hold. We'll also take a look at how the Evergreen Indiana app works.

Patron Management in Evergreen Indiana | In this training, we focus on the patron account: patron policies and procedures, registering new patrons and managing accounts, billing, user buckets, and more!

Searching the Catalog in Evergreen Indiana | Learn the ins and outs of searching the catalog in Evergreen Indiana! We'll look at the types of searches we can make, and how they can give us the most accurate results for our task.

Transits in Evergreen Indiana | In this webinar, we're going to talk about transiting material in Evergreen from start to finish. We will also discuss any related policies and procedures as well as how to look after our items that may not have made it to their destination.

  • Recorded webinar

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Recorded webinars may be eligible for LEUs.  You can find out more at the Indiana State Library Continuing Education website in the How do I document LEUs for Live and Archived virtual conference sessions or webinars? section.