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How are you training your new staff to use KLAS—and how can we help?

We will continue to post Key Note blog posts and weekly tips, tricks, and questions on the discussion forum, and we hope these posts will be both a resource for you and a jumping-off point for you to share and collaborate on resources and methods with each other. But there’s more coming!

I have a lot of ideas about different materials and resources that I could create, but I want to make sure that I’m putting my time into the projects that will benefit you. A few of the possibilities are listed below, but I’m very interested to hear your ides as well! Have a look through the list, then please chime in on the forums.

How do you train your staff? What materials do you already use or what materials would you like to have? What are your needs or wants in terms of evaluation, continuing education, certification?


Idea 1: Video Series relaunch

KLAS staff have created instructional videos before, but there are a lot of challenges for this kind of project. It takes a lot of time and work to create even a short instructional video, and they aren’t easily customizable for different libraries the way a text How-to document is. Every library and other institution that uses KLAS is unique, and has unique settings, workflows, and standards—this is a strength of the software, but it makes it hard to provide generalized instruction.

Because of these challenges, a renewed effort to provide an instructional video series would probably keep a high-level view (i.e. “What is in this module” and “How to use the screen” but not step-by-step instructions for specific tasks or processes such as “How to check out a book”) meant to introduce staff to the different parts of KLAS and how to use basic controls standard throughout the system.

Idea 2: Assemble-your-own KLAS Scavenger Hunts

The KLAS Scavenger Hunt is a skill evaluation method we have used in the past. As context, the 2014 Scavenger Hunt and answers are available for download at the end of this post.

Because these are text documents, I could create various sections addressing different common set-ups and procedures. Then, from the “Master Test,” individual libraries could pick and choose the questions that apply to their situation. This would help to share the work of customization and would hopefully be flexible enough to meet many needs and remain sustainable through upgrades.

Idea 3: Online Evaluations

These would face many of the same challenges as the Video Series. Depending on what platform I find to help me create them, some customization would hopefully be possible, but a significant re-do for each interested library and IRC would be unlikely except as part of the subscription below.

These would essentially be an augmented, self-contained version of the Scavenger Hunt, though they would need to remain at least a little more general. They would facilitate evaluation of staff skills, and potentially even a certification if such a thing is of use, without needing a supervisor to grade the test temselves.

Idea 4: Training Subscription

Finally, this is an idea that Drea has been mulling over. A training subscription would be a paid, annual service which would allow us to provide customized training targeted directly to your needs. The subscription could potentially include a series of webinars (either quarterly or scheduled as needed), which would be recorded and available to your staff from then on, as well as one or more custom Online Evaluations.

Our current price list for our current training services is attached below; several of you have been taking advantage of these options, and they are still available. However, we recognize that training is often an ongoing need, rather than a one-time event. Our thinking is that an annual subscription could help you build training into your annual budget, while also helping us to plan out what we will need to provide through the year.



Remembering that these are ideas for brainstorming and not formal offerings: which would you most like to see? Do you have your own ideas? Would you be interested in a paid training subscription, and if so, what would you like to be included?

We also want to hear what you are doing for training now—and we know your peers will be interested as well! So whatever your situation, drop on by the forum and join the conversation.


Please Note: You must be logged in to download these documents. The scavenger hunt questions and answers are included for context purposes, and are not considered "ready to use" at this time.