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

Registration link

Audience: Libraries who want custom branding before go-live

Branding your library and creating browse categories


Evergreen Local Admin - 3 hours live online

Registration link

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


Aspen Admin: Catalog Enrichment & Tools - 2 hours live online

Registration link

Audience: Libraries who want custom enrichment before go-live

Enhancing your library catalog through free content, sideloads, web builder, and more.


Evergreen Simple Reports - 3 hours live online

Registration link

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


Evergreen Advanced Reports - 4 hours live online

Registration link

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

Past Training and Resources

How to View Live Recordings:


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

Library Leaders Slides

Library Leaders FAQs


Evergreen Basics - 60 minute live online

Basic navigation and searching.

Evergreen Basics Training Outline

Slides

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

Aspen Discovery Resources