Training Materials

YRL is committed to providing the highest quality service to its members -- for Client Services, its primary focus is training. In addition to providing training sessions upon request, we take a proactive approach by constantly assessing needs and developing content that is accessible and relevant. If you have any request for training materials or sessions, contact a Client Services Librarian.
 

Courses

We know that finding time is the biggest barrier for staff learning. That's why Client Services Librarians develop in-depth training courses so you can learn at your own pace when you have time.

Niche Academy for Staff
Watch general interest training for staff or take one of the custom YRL-built training courses:

  • Item Record Training 1: Adding or Modifying Item Records

  • Item Record Training 2: Volume Control

  • Patron Registration

Successful completion of the Item Record Training courses is required in order to receive permissions to add item records in Polaris -- and, yes, there is a test!
 

Niche Academy for Patrons
Online tutorials to introduce patrons to many of YRL's popular eResources, including cloudLibrary, OverDrive, Lynda.com and PressReader.

 

Documentation

When you need to brush up on the basics or want to print off instructions to have at hand, our documentation provides you with the steps you need.

Polaris Guides

  • Cataloguing: Instructions on creating an item record, a record set and performing bulk changes.

  • Circulation: Instructions on check out, check in, ILLS and uncatalogued items, and processing holds requests.

  • Patron Services: Instructions on creating a patron record and explanation of all the information in the patron record.

  • SimplyReports depository: Instructions for running more than 30 different types in this online reporting tool.

  • Useful Polaris reports: Include the breakdown of which reports you should be running daily, weekly, monthly and yearly.

Troubleshooting guide for mobile devices
There are so many devices out there! You don't need to know everything about each one, just the common steps for troubleshooting.

 

Videos

Subscribe to our YouTube channel to access recorded webinars, training videos and playlists:

SimplyReports series
Get familiar with this powerful reporting tool, go through the useful reports to run at your library and watch a tutorial on how to use pivot tables in Excel to manipulate the data.

Polaris series: Notifications
Learn the basics about Polaris notications and troubleshooting, then stick around for a deep dive about the settings in the background that make it all work.

Getting Started with Polaris Leap
Unchain yourself from the desk using Leap.

eResources
Watch recorded webinars for YRL eResources and access videos created by vendors, such as EBSCO.

Services for patrons with print disabilities
Introductory videos for CELA and NNELS.

The Alberta Library
Learn about TAL, TALOnline and VDX.

New Library Website! An Introduction