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Technology Training and Competencies for Libraries

  • Sarah Houghton-Jan, MA, MSLIS
  • Digital Futures Manager, San José Public Library
  • author of LibrarianInBlack.net
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Why Invest in Staff Tech Training?
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What Does It Take?
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Starting with Competencies
  • What does your staff need to know how to do with technology in order to do their jobs?
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Benefits of Competencies
  • Equitable expectations for all staff
  • Reveals training needs
  • Accurate job descriptions
  • Helps with performance evaluations
  • Consistent customer service
  • Helps staff adjust and handle change
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Competencies Cycle
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Planning and Brainstorming
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Ten Planning Questions
  • 1) What is your purpose?
  • 2) Who manages the project?
  • 3) Who identifies the competencies?
  • 4) Tech competencies or all competencies?
  • 5) Do you want a core or extensive list?
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Ten Planning Questions


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Getting staff buy in – what are the challenges?
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Getting Staff Buy In
  • Ask staff for their input and use it.
  • Keep everyone informed at all stages.
  • Reassure staff that they don’t have to have all competencies now.
  • Managers must follow project plan.
  • Hold a brainstorming session/party.
  • Fun.  Rewards.  Food.
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 Staff Brainstorming
  • Initial literature search
  • Position descriptions
  • Library’s strategic goals
  • Professional associations’ requirements
  • What do your customers need to know?
  • Inventory equipment and software
  • Have basic and advanced competencies?
  • Continue the discussion via blog or wiki
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Creation
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Competencies Taskforce
  • Representatives from units and branches
  • Representatives from different position classifications
  • Monthly meetings
  • Online discussion
  • Focus on staff input
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Coming up with Categories
  • Terminology
  • Hardware
  • Software
  • Security
  • Troubleshooting
  • Library Resources
  • Search & Web Skills
  • Public Computers
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Include Inspirational Competencies
  • Ongoing learning:
    • “Continually develops skills in using technological tools” (King County Library)‏
  • Critical thinking:
    • “Demonstrating an understanding of the library’s role and responsibility for introducing applications of technology to the public.”
    • “Demonstrating willingness to step outside of the box to achieve and maintain  smooth library operations.”  (U Alabama U Libraries)‏
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Competencies Formats
  • Document (online and/or in print)‏
  • Blog with entries for each competency (tagged)‏
  • Wiki
  • Simple HTML page


  • Web options would allow hyperlinks from each competency to a brief “how-to”
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Competencies Tips
  • Provide a technology terms glossary
  • If using self-assessments, have three choices: yes, no, or maybe
  • Beware descriptive competencies  - make things task-based
  • Beware subjective words like “very” or “enough”
  • Beware of over-doing it (putting too much in)‏
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Assessment
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Competencies: Grid
  • Combine the list with the assessment tool


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Competencies: Outline
  • Combine the list with the assessment tool
  • Library Resources
  • Be familiar with and able to locate the library’s technology-related policies & procedures
  • Be familiar with the library’s intranet
  • Be familiar with the library’s e-resources
    • Know the webpage address for your library
    • Know what resources can be found on the website
    • Know the webpage address for the library’s catalog
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Types of Assessments
  • “Objective” assessment
    • Automated online test
    • Manually by/with supervisor
  • “Subjective” assessment
    • Self assessing from a checklist
  • Electronic or Paper
    • SurveyMonkey etc. or web form
    • Multiple choice, T/F, checklist
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Assessment Implementation
  • 1) Distribute assessment tool with a deadline
  • 2) Review individual and group results
  • 3) Work with supervisors to create individualized training needs list for each employee
  • 4) Job descriptions should be reviewed
  • 5) Add assessment to new-hires checklist
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Training
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"“Training should be viewed..."
  • “Training should be viewed as a necessity, not a luxury; as mandatory, not voluntary; and as comprehensive, not superficial…. The consequence of poor training will be that our users will lose confidence in librarians…”
  • -- A. Krissoff and L. Konrad.  “Computer Training for Staff and Patrons.”  Computers in Libraries, January 1998, Vol. 18  Issue 1.
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Creating a Training Program
  • Decide on types and numbers of trainings
  • Start with the basic topics
  • Open trainings to all staff…period
  • Mandatory of voluntary attendance?
  • Training budget based on staff needs
  • Set goals and rewards
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Basic Sample Training Program
  • Phase One (June-July)‏
    • General Computer skills (4 classroom sessions)‏
    • Using files & folders (2 classroom sessions)‏
    • Basic troubleshooting (4 classroom sessions)‏
    • E-mail (online self-paced tutorial)‏
    • Library eResources (several online tutorials)‏
  • Phase Two (August-October)‏
    • Library 2.0 and Web 2.0 (self-training series)‏
    • Advanced Web Services (self-training series)‏
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What are the different ways staff learn new skills?
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Scheduled Learning
  • Peer training (train the trainer)‏
  • Classroom training (small or large groups)‏
  • Daily or weekly learn-by-email tutorials
  • Webcasts and teleconferences
  • Conferences and outside seminars
  • Use in-house talent!
  • Bring consultants in for large group training
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Unscheduled Learning
  • Read a book, article, listserv or blog post
  • Review online tutorials
  • See what other nearby libraries are doing
  • View recorded webcasts, podcasts, screencasts, or videocasts
  • Asynchronous online courses
  • On the spot oh-gosh-I-gotta-know-this-now peer training
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eLearning Options
  • Online Programming for All Libraries
  • SirsiDynix Institute
  • WebJunction Learning Webinars
  • Infopeople Webcasts
  • 5 Weeks to a Social Library
  • ALA & State Organization eLearning Options
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Ongoing Learning
  • Give staff 15 minutes a day to study/learn.
  • Schedule 1 off-desk hour for self-study.
  • Encourage conference/lecture attendance.
  • Share online tutorials, printed materials, demos.
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Learning 2.0
  • 23 Things, blog-based, MP3 players and raffles
  • Three main initiatives of the program
    • Encourage exploration of Web 2.0 and new technologies
    • Provide staff with new free tools to better support the library’s mission
    • Reward staff for completing the exercises
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Learning 2.0's Outcomes
  • Success at most libraries that tried it (but not all)‏


  • At PLCMC
    • 67% of all staff, including full and part time staff in all positions, participated in the program
    • 41% of all staff (61% of participants) finished the program
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Training Tips
  • Magic Number 2: <2 hours and >2 sessions
  • Use real world examples
  • Make the class fun – discussions, exercises
  • Highlight tips and tricks
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Training Tips
  • Always have handouts and online materials
  • Encourage student independence
  • Ask students to dream (a to-do list) at the end
  • Create a forum for further collaboration
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"new technologies"
  • new technologies
  • =
  • new competencies
  • =
  • new training
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Reassessment
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Ongoing Reassessment
  • Annual or biannual reviews
  • Goal-setting for individuals and the library
  • Rewards for success
  • Consequences for failure
    • Transfer
    • Pay step decrease
    • Demotion
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Staff Who Don't Meet Expectations
  • Are people “untrainable”?
  • If staff don’t meet the bare minimum required to do the job, who suffers?
    • Other staff
    • The image of the library
    • The customers

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Problem Areas to Watch For
  • Equal application of expectations across the organization
  • Supervisors supporting staff learning
  • Giving staff enough time to be trained
  • Follow up and enthusiasm from management
  • Acknowledgement of success
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Measuring Success
  • Assessment and reassessment comparison
  • Staff reporting of confidence in their abilities
  • Anecdotal evidence from staff
  • Training evaluations
  • Successful technology launches
  • Better customer service experiences
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Celebrate Success
  • Have contests between units/locations
  • Any group that improves 20% on the whole gets a catered lunch
  • Individual rewards are crucial
  • Awards for most-improved individual and group
  • Entire library celebrates
  • Do something out of the ordinary
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Additional Resources
  • Technology Competencies and Training for Libraries Library Technology Report by Sarah Houghton-Jan
  • “Skills for the 21st Century Librarian” by Meredith Farkas
  • “20 Technology Skills Every Educator Should Have” by Laura Turner
  • “Learning 2.0: Lessons Learned from Play” by Helene Blowers
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Questions?
  • Sarah Houghton-Jan
  • Email: LibrarianInBlack@gmail.com
  • IM: LibrarianInBlack
  • Web: LibrarianInBlack.net