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Sierra Encore Duet Implementation Plan

Broward College's next generation library services platform

2018 rollout training

The Sierra refresher training is tentatively scheduled for:

  • April 3, 9:00 am – 4:00 pm Cataloging  
  • April 4, 9:00 am – 4:00 pm Circulation
  • April 5, 9:00 am – 4:00 pm Acquisitions
  • April 6, 9:00 am – 4:00 pm ERM

SIERRA Training - 2017 rollout - DONE

Training Tracks

The Training Working Group, III, and FALSC distributed a "Training Tracks" document on January 5, 2017, that recommends training for each functional area in the new system. A Training Tracks Checklist is available that succinctly lists training for each functional area. These documents have been distributed by email. Contact Rich if you need a copy.

The Training Tracks incorporate material from III, EBSCO, and FALSC. The vendors require that staff complete the appropriate Training Track(s) prior to face to face training. They are available in 

  • Acquisitions
  • Cataloging
  • Serials
  • Circulation / Course Reserves
  • Electronic Resources Management
  • Reports
  • Encore Duet

Broward College Face to Face Training Schedule DONE (17/104)

We will need Chrome updated and a bar code scanner to be available for these sessions. 

Names were submitted to FALSC to confirm seating. Please let Rich know if any changes are required.

  • Cataloging.
    Tuesday, April 25, 8:30 am Central – 4:00 pm. Class starts at 9:00 am. Maximum class size is 15. Primarily intended for Broward staff. 
  1. Jan Rothhaar
  2. Lynette Vargas
  3. Silvia Cordoba
  4. Silviana Perez Barraza
  5. Rich Ackerman
  6. Leon Williams
  7. Suzette Spencer
  • Circulation 1
    Wednesday, April 26, 8:30 am Central – 4:00 pm. Class starts at 9:00 am. . Maximum class size is 15. Primarily intended for Broward staff.
  • Circulation 2
    Thursday, April 27, 8:30 am Central – 4:00 pm. Class starts at 9:00 am. . Maximum class size is 15. Primarily intended for Broward staff.
  1. Nancy Calderdon
  2. Grushy Elustra
  3. Leon Williams
  4. Karen Tittle
  5. Hebah Wasilweski
  6. Chris Bernstein - ASC Central
  7. Suzette Spencer
  8. Silvia Cordoba

Palm Beach Face to Face Training Schedule (place tbd)

  • Acquisitions 1
    Tuesday, May 2, 8:30 am Central – 4:00 pm. Class starts at 9:00 am.  Maximum class size is 15. Shared with Broward, Palm Beach and Indian River.
  • Acquisitions 2
    Wednesday, May 3, 8:30 am Central – 4:00 pm. Class starts at 9:00 am. . Maximum class size is 15. Shared with Broward, Palm Beach and Indian River.
  1. Jan Rothhaar
  2. Lynette Vargas
  3. Silvia Cordoba
  • Reports
    Thursday, May 4, 8:30 am Central – 4:00 pm. Class starts at 9:00 am. Maximum class size is 15. Shared with Broward, Palm Beach and Indian River. Reports training includes reporting functions, including Create Lists, Sierra statistics, and Web Management Reports.
  1. Jan Rothhaar - acquisitions and serials reports
  2. Silviana Perez Barazza - cataloging reports, ERM reports
  3. Suzette Spencer - circulation reports
  • Electronic Resources Management
    Friday, May 5, 8:30 am Central – 4:00 pm. Class starts at 9:00 am. Shared with  Broward, Palm Beach and Indian River.
  1. Rich Ackerman
  2. Silviana Perez Barraza
  3. Jan Rothhaar

Local Training Schedule

  • Circulation In-House Training

Facilitator - Nancy

  • Central Campus: (postponed)
  • North Campus: (postponed)
  • South Campus: (postponed)

Check in / check out
Patron records
Reserves
Patron reports / reports in general
Other content tbd

Front-end Training Session for Librarians (postponed)

Facilitator - Dan Tan

Room 104 (tentative)

Overview
Encore Duet Advanced Searching
EBSCO Research Starters
Publication Finder / Full Text Finder
Relevance ranking
UI suggestions
Q&A

  • Report Writing In-House Training (postponed)

Facilitator - Jan Rothhaar

Room 104

Content - create list, statistics, web reports

Encore Duet Training - DONE

FALSC is presenting the following webinars:

  • Serials Claiming and Binding and Q & A
  • Encore Overview and Q & A
  • Sierra Options and Settings
  • Print Templates configuration: Spine Labels
  • Print Templates configuration: Circulation Notices and print outputs
  • Print Templates configuration: Acquisitions / Serials
  • Cataloging: Authority Control
  • EDS / Encore Duet: EBSCOadmin
  • EDS / Encore Duet: Full Text Finder
  • EDS / Encore Duet: Linking to Full Text
  • EDS / Encore Duet: Usage Statistics

Registration is through FLVCLearn.

Working Group Training - DONE

Working Groups Virtual Training

September 20 DONE

  • All Working Groups: all-day profile evaluation training

October 25-27 DONE

  • Acq Params overview;
  • Acq1 
  • Acq2  
  • Ser —Working Groups (on Test Server)

November 8-10 DONE

  • Cat1
  • Cat2
  • Circ params overview
  • Circ1—Working Groups (training switches to Production Server)

November 29- Dec. 1 DONE

  • Circ2 + textbook and course reserves
  • ERM 1-2—Working Groups

December 13-14 DONE

  • Sys Admin + Encore admin;
  • Bookings, Q&A—Working Groups

January 

  • Training Prep for library staff – training materials and agendas (Training WG deadline) DONE