Evergreen Training
SELCO staff met with Equinox (Evergreen) to schedule training. Equinox recommends attending the live webinars if possible.
Equinox's SELCO Migration Training Portal contains handouts, recordings, and materials from previous training sessions. You can also find additional information about Evergreen basics, circulation, cataloging, and more.
More information on March/April live training will be available soon.
Upcoming Training
Aspen Admin: Customization & Configuration - 1.5 hours live online
Audience: Libraries who want custom branding before go-live
Branding your library and creating browse categories
Tuesday, March 25, 2025: 12:00 pm - 1:30 pm
Evergreen Local Admin - 3 hours live online
Local administration topics such as managing print templates and using the closed dates editor.
Audience: Directors or ILS admin staff
Required: At least one person per library
Tuesday, April 1, 2025 1:00 pm - 4:00 pm
Aspen Admin: Catalog Enrichment & Tools - 2 hours live online
Audience: Libraries who want custom enrichment before go-live
Enhancing your library catalog through free content, sideloads, web builder, and more.
Wednesday, April 2, 2025: 1:00 pm - 3:00 pm
Evergreen Simple Reports - 3 hours live online
Learn the Simple Reports module. This tool is for users that wish to prioritize ease of use over reporting power.
Audience: Directors or ILS admin staff
Required: At least one person per library
Thursday, April 10, 2025 1:00 pm - 4:00 pm
Evergreen Advanced Reports - 4 hours live online
Learn the Advanced Reports module. This is the tool typically used for a library's monthly and annual reporting needs.
Audience: Directors or ILS admin staff
Required: At least one person per library
Friday, April 18, 2025 12:00 pm - 4:00 pm
Past Training and Resources
How to View Live Recordings:
Go to the Equinox SELCO Migration Training Portal
Select the arrow next to "Evergreen Training Sessions" to expand the menu
Select the session you wish to view.
Intro to Evergreen - On-demand video
Introduction to Evergreen - Circulation (30 minutes) **REQUIRED INTRO WEBINAR**
Introduction to Evergreen - Cataloging, Admin, and Optional Features (20 Minutes)
Orientation: Library Leaders - 60 minute live online
Orientation to migration process, key dates, and training schedule
Session Recording 1 - January 14, 10:00 am - 11:30 am
Session Recording 2 - January 16, 2:00 pm - 3:30 pm
Library Leaders Discussion Outline
Evergreen Basics - 60 minute live online
Basic navigation and searching.
Evergreen Basics Training Outline
Evergreen Introduction Resources - Equinox SELCO Migration Training
Circulation, Part 1 - 4.5 hours live online
Videos and resources on the SELCO Migration Training Portal
Evergreen Circulation Resources - Equinox SELCO Migration Training
Circulation, Part 2 - 4.5 hours live online
Will consist of hands on exercises; requires individual computer access without interruptions
Evergreen Circulation Resources - Equinox SELCO Migration Training
Cataloging, Part 1 - 4 hours live online
Adding item records to existing titles, minor changes to items, batch editing items
Evergreen Cataloging Resources - Equinox SELCO Migration Training
Cataloging, Part 2 - 4 hours live online
Bibliographic record creation and maintenance, copy cataloging, and batch bib record actions
Evergreen Cataloging Resources - Equinox SELCO Migration Training
Aspen Discovery Catalog Overview - 2 hours live online
Aspen Discovery navigation & searching