Carroll County Public Library Technology Competencies

Carroll County Public Library Technology Competencies

The vision of the Carroll County Public Library is to inspire, educate, and empower our community. Technology has changed the expectations of library customers, thus we will continue to incorporate technology to improve public service. From showcasing our digital collections to promoting emerging technologies, we lead innovation in our community.

The following competency lists will reveal areas of potential growth for staff and will help to support them by providing guidance in the realm of technological comprehension. The technology competency lists are not exhaustive and are not designed to replace existing departmental trainings but rather complement them. They describe an appropriate level of technical expertise and the ability to adapt and apply new technologies to improve CCPL services and products. Ultimately, they should help streamline workflow, facilitate opportunities to meet our service goals, improve customer experiences, and encourage continued technology education.

Carroll County Public Library Technology Competencies are organized in four checklists. Not all checklists are applicable to each position. Ctrl + Click to follow link to each checklist:

Technology Checklist for CCPL Staff ………………………………………….……………pp. 2-6For All StaffThis checklist is the foundation for all other competencies. Every position in our organization requires some level of comfort with technology. This section defines core technology competencies that all staff members need in order to contribute to the overall effectiveness of the organization.

Technology Checklist by Department…………………………………………….………..pp. 7-26For All StaffThis section lists specialized technology required by each department. In addition to detailing specific software used by various departments at Headquarters, it also includes "back of house" technologies used by the Information and Circulation staff at the branches and those staff members in Outreach.

Technology Checklist for Public Services Staff……………………………….pp. 27-32

For Information and Circulation Staff including Desk-Trained PagesThis checklist describes technologies utilized when working directly with the public that may require demonstration to customers.

Technology Instruction Skills Checklist ……………………………………..………p. 33For Information Staff This section covers expected technology instruction areas for staff in the Information department.

Training Support:

Technology Development Resources ……………………………...…..………pp. 34-35This document is a compilation of online resources for technology development for computer and web skills, MS Office, CCPL specific technologies and digital collections.

Carroll County Public Library – Technology Competencies 1 Last Update: 8/15

Technology Checklist for CCPL Staff

Name:_________________________This checklist is the foundation for all other competencies. Every position in our library system requires some level of comfort with technology. This section defines core technology competencies that all staff members need in order to contribute to the overall effectiveness of the organization.

Basic Computer Skills Y N N/A

Power on/off/restart computers and laptops ☐ ☐ ☐

Turn the monitor on and off ☐ ☐ ☐Identify basic components of a computer: monitor, CPU, mouse, keyboard, drives, printer ☐ ☐ ☐

Locate ports: USB, headphones, microphone, video ☐ ☐ ☐

Use the mouse: left & right click, scroll, drag and drop ☐ ☐ ☐

Use the keyboard ☐ ☐ ☐

Enter = submit ☐ ☐ ☐

Windows Basics Y N N/A

Login to computers and laptops ☐ ☐ ☐

Find and open a program or file from the Start menu ☐ ☐ ☐

Open programs ☐ ☐ ☐

Exit a program ☐ ☐ ☐

Minimize and maximize a window ☐ ☐ ☐

Scroll within program ☐ ☐ ☐

Manage multiple windows on the screen using the taskbar ☐ ☐ ☐

Use menus and toolbars ☐ ☐ ☐

Use the Help feature in programs ☐ ☐ ☐

Find and open files by browsing from within a program ☐ ☐ ☐

Respond to pop-up prompts ☐ ☐ ☐


Adjust audio controls (e.g. volume and mute) ☐ ☐ ☐

Adjust screen rotation (Ctrl + Alt + Up/Down/Right/Left Arrow) ☐ ☐ ☐

File Management Y N N/A

Understand the difference between files and folders ☐ ☐ ☐

Know file extensions (e.g. .docx, .xlsx., .pptx) and corresponding programs ☐ ☐ ☐

Create files and folders ☐ ☐ ☐

Open and save a file ☐ ☐ ☐

Save files to external storage ☐ ☐ ☐

Change file name or location using Save As ☐ ☐ ☐

Drag files to a new location ☐ ☐ ☐

Delete files or folders ☐ ☐ ☐

Empty and recover files from recycle bin ☐ ☐ ☐

Troubleshooting Y N N/A

Use Ctrl-Alt-Delete and Task Manager to end non-responsive programs ☐ ☐ ☐

Reboot computer ☐ ☐ ☐

Check connections ☐ ☐ ☐

Identify the Branch Troubleshooters and Branch IT Tech ☐ ☐ ☐Locate the Polaris, Internet & Phone Service After Hours Contact List on Intranet ☐ ☐ ☐

Printing and EquipmentPrinter, Copier, & Scanner Y N N/A

Power on/off equipment ☐ ☐ ☐

Load paper ☐ ☐ ☐

Clear a paper jam ☐ ☐ ☐

Use print preview ☐ ☐ ☐

Manage basic settings (e.g. paper size, color/B&W, portrait and landscape) ☐ ☐ ☐Carroll County Public Library – Technology Competencies 3 Last Update: 8/15

Print specific pages, selections, and on both sides of the paper ☐ ☐ ☐

Print multiple copies ☐ ☐ ☐

Select printer, understand default printers and how to change default printers ☐ ☐ ☐

Delete print jobs ☐ ☐ ☐

Scan to email ☐ ☐ ☐Phones Y N N/A

Call internal and external lines ☐ ☐ ☐

Use the paging feature ☐ ☐ ☐

Use park, transfer, and conference features ☐ ☐ ☐

Retrieve and delete messages ☐ ☐ ☐Large Monitor Y N N/A

Power on/off ☐ ☐ ☐

Use wireless keyboard, wireless mouse, and audio controls ☐ ☐ ☐Fax Y N N/A

Send fax ☐ ☐ ☐

Load paper ☐ ☐ ☐Display Board Y N N/A


MS Office BasicsWord Y N N/A

Open or create document ☐ ☐ ☐

Save and print document ☐ ☐ ☐

Insert and edit text ☐ ☐ ☐Make basic formatting changes (e.g. font and font size, text alignment, and bold, italic, underlined text) ☐ ☐ ☐

Use cut, copy, and paste ☐ ☐ ☐

Use spell check ☐ ☐ ☐

Use Print Preview & print selection ☐ ☐ ☐

Use Help ☐ ☐ ☐Excel Y N N/A


Open file ☐ ☐ ☐

Navigate between tabs ☐ ☐ ☐

Use Help ☐ ☐ ☐

Internet and Web Browsers Y N N/A

Know what a web browser does (e.g. Chrome, Firefox) ☐ ☐ ☐

Know what a URL or web address is ☐ ☐ ☐

Understand the difference between a search box and the address bar ☐ ☐ ☐

Find and open web browsers ☐ ☐ ☐

Type in a web address ☐ ☐ ☐

Navigate using links ☐ ☐ ☐

Use Back, Forward, Home, and Refresh buttons ☐ ☐ ☐

Fill out an online form ☐ ☐ ☐

Use a search engine (e.g. Google, Bing) ☐ ☐ ☐

Print all or part of a web page ☐ ☐ ☐

Use the Find command (Ctrl + f) ☐ ☐ ☐

Change browser magnification (Ctrl + + or Ctrl + -) ☐ ☐ ☐

Download a file from the Internet ☐ ☐ ☐

Connect/disconnect to Wi-Fi ☐ ☐ ☐

CCPL Internet Y N N/A

Identify and use library home page, catalog, and intranet URLs ☐ ☐ ☐

Locate and read Internet Use Policy ☐ ☐ ☐

Participate in online training (e.g. Orientation Gameboard, Skillsoft) ☐ ☐ ☐Employee Self Service (internal only) Y N N/A

Log in ☐ ☐ ☐

Change emergency contact info ☐ ☐ ☐

Access pay stubs, pay history, job history, and time off ☐ ☐ ☐Carroll County Public Library – Technology Competencies 5 Last Update: 8/15

Timesheet Application Y N N/A

Access internally and remotely ☐ ☐ ☐

Enter time, add notes, and submit timecard ☐ ☐ ☐

Correct and resubmit rejected timesheet ☐ ☐ ☐Employee Recruitment Web Application Y N N/A

Navigate to location on website ☐ ☐ ☐

Log in ☐ ☐ ☐

Email Y N N/A

Log into account ☐ ☐ ☐

Change password ☐ ☐ ☐

Read and delete messages ☐ ☐ ☐

Send messages to one recipient or to multiple recipients ☐ ☐ ☐

Reply to and forward messages ☐ ☐ ☐

State and demonstrate difference between “Reply” and “Reply All” ☐ ☐ ☐

Print messages ☐ ☐ ☐

Open and download attachments ☐ ☐ ☐

Send attachments ☐ ☐ ☐Recognize and avoid potential security risks transmitted through links and attachments ☐ ☐ ☐

Whitelist, delete, and deliver messages using Barracuda Spam Filter ☐ ☐ ☐

Access Barracuda Spam Filter via Intranet ☐ ☐ ☐

Note: Spam quarantine summary is delivered at 2:00 PM daily

1

Technology Checklist by Department

This section lists specialized technology required by each department and is designed to work in conjunction with existing departmental training. Specific capabilities from each technology listed are not included within this document; instead competencies 1Back to Top


required within these technologies are determined by the department head. Exceptions to this are the “back of house” technologies used in the Information and Circulation departments and are presented here with detailed actions.

Locate your department below, then Ctrl + Click to follow link to the appropriate checklist.2

Library Director Operations

Admin Support IT

Communications ILL

Finance Tech Services

Human Resources Materials

Outreach Facilities

Information Department Circulation Department

2Back to Top Carroll County Public Library – Technology Competencies 7 Last Update: 8/15


Name:_________________________This section lists specialized technology required by each department and is designed to work in conjunction with existing departmental training. Specific capabilities from each technology listed are not included within this document. Competencies required within these technologies are determined by department head.

Library DirectorAble to use the following as relevant to position: Y N N/A

Databases ☐ ☐ ☐

Digital Collections ☐ ☐ ☐

PowerPoint ☐ ☐ ☐

See also: Technology Checklist for CCPL Staff ☐ ☐ ☐

3




Admin SupportAble to use the following as relevant to position: Y N N/A

Digital Document Storage (e.g. Fortis) ☐ ☐ ☐

Document Scanner ☐ ☐ ☐

ILS – Patron, Circulation, and Cataloging Modules ☐ ☐ ☐

Mail Machine ☐ ☐ ☐

Meeting Room and Events Calendar Application (e.g. Evanced) ☐ ☐ ☐


Projector ☐ ☐ ☐


4




CommunicationsAble to use the following as relevant to position: Y N N/A

Adobe Creative Suite Design Standard ☐ ☐ ☐

Audio Recording Software (e.g. Audacity) ☐ ☐ ☐

Digital Content Management ☐ ☐ ☐

Donation and Friends Management Application Admin (e.g. Neon) ☐ ☐ ☐

Electronic Board Management (e.g. Signage Studio) ☐ ☐ ☐

Email Alert System ☐ ☐ ☐

Email Newsletter Service ☐ ☐ ☐

FTP Program (e.g. FileZilla) ☐ ☐ ☐

Publisher & PowerPoint ☐ ☐ ☐

Social Media Admin ☐ ☐ ☐

Vinyl Plotter Program (e.g. SignMate Elite) ☐ ☐ ☐

Wide-Format Printer ☐ ☐ ☐


5




FinanceAble to use the following as relevant to position: Y N N/A

Accounting Software (e.g. Financial Edge by Blackbaud) ☐ ☐ ☐

Credit Card Machine ☐ ☐ ☐

Crystal Reports ☐ ☐ ☐



Donation and Friends Management Application Admin (e.g. Neon) ☐ ☐ ☐

HRIS (e.g. Abra) ☐ ☐ ☐

POS Software Admin ☐ ☐ ☐


Timesheets Admin ☐ ☐ ☐


6




Human ResourcesAble to use the following as relevant to position: Y N N/A

BNA ☐ ☐ ☐

Crystal Reports ☐ ☐ ☐

Cyber Recruiter Admin ☐ ☐ ☐



HRIS (e.g. Abra) ☐ ☐ ☐

Name Badge Software ☐ ☐ ☐

Online Training Admin ☐ ☐ ☐

Photo Story ☐ ☐ ☐


Screenshot Application ☐ ☐ ☐

Timesheet Admin ☐ ☐ ☐


7




OutreachAble to use the following as relevant to position: Y N N/A

ILS - Cataloging, Patron Services, and Circulation modules ☐ ☐ ☐Mi-Fi ☐ ☐ ☐Polaris Leap ☐ ☐ ☐Simply Reports ☐ ☐ ☐See also: Technology Checklist for CCPL Staff ☐ ☐ ☐See also: Technology Checklist for Public Services Staff ☐ ☐ ☐See also: Technology Instruction Skills Checklist ☐ ☐ ☐

8



Name:_________________________This section lists specialized technology required by each department and is designed to work in conjunction with existing departmental training. This checklist contains “back of house” technologies employed that do not require instruction to customers.

Information DepartmentAble to use the following as relevant to position: Y N N/A


See also: Technology Checklist for Public Services Staff ☐ ☐ ☐

See also: Technology Instruction Skills Checklist ☐ ☐ ☐ Photo Management Y N N/A


Take photos ☐ ☐ ☐

Charge or change batteries ☐ ☐ ☐

Connect to computer and transfer photos ☐ ☐ ☐

Upload photos to CCPL Photo Archive Camera ☐ ☐ ☐TV Y N N/A


Change channel and volume ☐ ☐ ☐Point of Sale Y N N/A

Log in/out ☐ ☐ ☐

Use lookup key ☐ ☐ ☐

Ring up sales, fines, and No Sale ☐ ☐ ☐

Complete transactions using all forms of payment ☐ ☐ ☐Alert Systems (e.g. iBeacon) Y N N/A

Advanced troubleshooting (e.g change batteries) ☐ ☐ ☐WorldCat Y N N/A

Conduct search to obtain OCLC number ☐ ☐ ☐

Windows Accessories (e.g. Paint, NotePad, Snipping Tool) Y N N/A

Find and open programs ☐ ☐ ☐Carroll County Public Library – Technology Competencies 14 Last Update: 8/15

Navigate and search Help menu ☐ ☐ ☐

Integrated Library System (e.g. Polaris) Y N N/A

Use ILS for circulation functions (e.g. material check in/out) ☐ ☐ ☐

Create new patron accounts ☐ ☐ ☐

Manage and collect fines ☐ ☐ ☐

Use ILS for collection management (e.g. add/withdraw items) ☐ ☐ ☐

Use ILS to perform a variety of advanced searches ☐ ☐ ☐Use ILS - Cataloging, Patron Services, and Circulation modules as relevant to position (see position specific training manuals) ☐ ☐ ☐

Know IT contact for advanced ILS troubleshooting ☐ ☐ ☐

Simply Reports Y N N/A

Log in ☐ ☐ ☐

Create report ☐ ☐ ☐

Export report ☐ ☐ ☐

Print ☐ ☐ ☐

Save as record set ☐ ☐ ☐

9



Name:_________________________This section lists specialized technology required by each department and is designed to work in conjunction with existing departmental training. This checklist contains “back of house” technologies employed that do not require customer instruction.

CirculationAble to use the following as relevant to position: Y N N/A

See also: Technology Checklist for CCPL Staff ☐ ☐ ☐See also: Technology Checklist for Public Services Staff ☐ ☐ ☐

Photo Management Y N N/A


Take photos ☐ ☐ ☐

Charge or change batteries ☐ ☐ ☐

Connect to computer and transfer photos ☐ ☐ ☐

Upload photos to CCPL Photo Archive Camera ☐ ☐ ☐TV Y N N/A


Change channel and volume ☐ ☐ ☐Point of Sale Y N N/A

Log in/out ☐ ☐ ☐

Use lookup key ☐ ☐ ☐

Ring up sales, fines, and No Sale ☐ ☐ ☐

Complete transactions using all forms of payment ☐ ☐ ☐Advanced troubleshooting (e.g. rebooting when dealing with connection error, reprinting receipts, refunding money) ☐ ☐ ☐

Windows Accessories (e.g. Paint, NotePad, Snipping Tool) Y N N/A

Find and open programs ☐ ☐ ☐


Integrated Library System (e.g. Polaris) Y N N/A


Use ILS for advanced circulation functions ☐ ☐ ☐

Create new patron accounts including campaign cards and Educator Cards ☐ ☐ ☐

Manage and collect fines ☐ ☐ ☐

Use ILS for collection management (e.g. add/withdraw items) ☐ ☐ ☐

Use ILS to perform a variety of basic searches ☐ ☐ ☐Use ILS Cataloging, Patron Services, and Circulation modules as relevant to position (see position specific training manuals) ☐ ☐ ☐

Know IT contact for advanced ILS troubleshooting ☐ ☐ ☐

10




OperationsAble to use the following as relevant to position: Y N N/A

Databases ☐ ☐ ☐

Digital Collections ☐ ☐ ☐

ILS ☐ ☐ ☐

Maintenance Ticket Application ☐ ☐ ☐


A/V equipment (e.g. projectors, splitters, speakers, and sound systems) ☐ ☐ ☐

See also: Technology Checklist for CCPL Staff ☐ ☐ ☐11




Information TechnologyAble to use the following as relevant to position: Y N N/A

Account Set-Up ☐ ☐ ☐

Active Directory ☐ ☐ ☐

ADA standards ☐ ☐ ☐

Adobe Creative Suite ☐ ☐ ☐

Adobe Premiere ☐ ☐ ☐

Anti-virus ☐ ☐ ☐

AskUsNow! ☐ ☐ ☐

Backup server hardware and software ☐ ☐ ☐

Barcode scanner and software ☐ ☐ ☐

Blog Admin ☐ ☐ ☐

Building alarm systems ☐ ☐ ☐

Building emergency systems ☐ ☐ ☐

Cassie ☐ ☐ ☐

Cell phone hardware, software, and maintenance ☐ ☐ ☐

Conference bridge ☐ ☐ ☐

Copiers ☐ ☐ ☐

Data Center Fire suppression system ☐ ☐ ☐

Data Center HVAC system ☐ ☐ ☐

Data Center Monitoring software ☐ ☐ ☐

Data Center Power system ☐ ☐ ☐Carroll County Public Library – Technology Competencies 19 Last Update: 8/15

Deep Freeze ☐ ☐ ☐

DHCP ☐ ☐ ☐

Digital Content ☐ ☐ ☐

DNS ☐ ☐ ☐

DX ☐ ☐ ☐

Email Spam filter hardware and software ☐ ☐ ☐

Email standards ☐ ☐ ☐

Email systems ☐ ☐ ☐

Evanced software ☐ ☐ ☐

Firewall hardware and software ☐ ☐ ☐

Flatbed scanner and software ☐ ☐ ☐

FTP ☐ ☐ ☐

Full MS Office ☐ ☐ ☐

Generator monitoring and maintenance ☐ ☐ ☐

Google Analytics ☐ ☐ ☐

ISP Service ☐ ☐ ☐

KVM hardware ☐ ☐ ☐

LibAnswers ☐ ☐ ☐

Listserv software ☐ ☐ ☐

Macintosh hardware and software ☐ ☐ ☐

Mobile data hardware and software ☐ ☐ ☐

Mobile phone repeater hardware ☐ ☐ ☐

Network and phone cabling ☐ ☐ ☐

Network scanning hardware and software ☐ ☐ ☐

Network software ☐ ☐ ☐

Network standards ☐ ☐ ☐

People counter hardware and software ☐ ☐ ☐

Phone system ☐ ☐ ☐


Polaris ☐ ☐ ☐

Polaris Telephony hardware and software ☐ ☐ ☐

Projector hardware and software ☐ ☐ ☐

Remote Desktop ☐ ☐ ☐

SCCM ☐ ☐ ☐

Search engine hardware and software ☐ ☐ ☐

Security Cameras hardware and software ☐ ☐ ☐

Security standards ☐ ☐ ☐

Server hardware ☐ ☐ ☐

Simply Reports ☐ ☐ ☐

Social Media Admin ☐ ☐ ☐

Solarwinds network and server monitoring software ☐ ☐ ☐

Sound systems ☐ ☐ ☐

Spot ☐ ☐ ☐

SQL ☐ ☐ ☐

Syndetics ☐ ☐ ☐

Telnet ☐ ☐ ☐

Terminal Server ☐ ☐ ☐

Texting ☐ ☐ ☐

Troubleshooting Tickets ☐ ☐ ☐

VMWare software ☐ ☐ ☐

VPN hardware and software ☐ ☐ ☐

Web cam hardware and software ☐ ☐ ☐

Web Filter ☐ ☐ ☐

Web Software ☐ ☐ ☐

Web standards ☐ ☐ ☐

WebEx ☐ ☐ ☐Website Coding (HTML, ASP, ASP.NET, JavaScript, Flash, SQL, VBScript, CSS) ☐ ☐ ☐


Wi-Fi hardware and software ☐ ☐ ☐

Wiki software ☐ ☐ ☐

Windows OS/Windows Server OS ☐ ☐ ☐

WSUS ☐ ☐ ☐

See also: Technology Checklist for CCPL Staff ☐ ☐ ☐See also: Technology Checklist for Public Services Staff ☐ ☐ ☐See also: Technology Instruction Skills Checklist ☐ ☐ ☐

12




ILLAble to use the following as relevant to position: Y N N/A

Digital camera ☐ ☐ ☐

Meeting Rooms Admin (e.g. Evanced) ☐ ☐ ☐

ILS – Cataloging, Patron Services, & Circulation Modules ☐ ☐ ☐

Marina advanced troubleshooting ☐ ☐ ☐

Marina Patron Portal ☐ ☐ ☐

Marina Staff Client ☐ ☐ ☐

Marina Windows Portal ☐ ☐ ☐

OCLC Article Exchange ☐ ☐ ☐

OCLC Policies Directory ☐ ☐ ☐

OCLC Service Configuration ☐ ☐ ☐

OCLC Usage Statistics ☐ ☐ ☐

OCLC WorldShare ☐ ☐ ☐


Screenshot Application ☐ ☐ ☐


13




Tech ServicesAble to use the following as relevant to position: Y N N/A

Bibliographic vendor (e.g. SkyRiver) ☐ ☐ ☐

Digital collections ☐ ☐ ☐ILS - Acquisitions, Serials, Cataloging, Patron Services, Circulation, Utilities Modules ☐ ☐ ☐

Label Printers ☐ ☐ ☐

Photo story ☐ ☐ ☐

Typewriter ☐ ☐ ☐

WorldCat ☐ ☐ ☐


14




MaterialsAble to use the following as relevant to position: Y N N/A

Databases Admin ☐ ☐ ☐

Digital Collections Admin ☐ ☐ ☐ILS - Acquisitions, Serials, Cataloging, Patron Services, Circulation, and Utilities Modules ☐ ☐ ☐

Marina Patron Portal ☐ ☐ ☐


Simply Reports ☐ ☐ ☐

Vendor sites ☐ ☐ ☐


15




FacilitiesAble to use the following as relevant to position: Y N N/A

Maintenance Ticketing Application ☐ ☐ ☐

Online Ordering ☐ ☐ ☐


16


Technology Checklist for Public Services Staff

Name:_________________________This checklist describes technologies utilized when working directly with the public that may require demonstration to customers.

Demonstrate applicable technology competencies to customers See Technology Checklist for CCPL Staff for details Y N N/A

Basic Computer Skills ☐ ☐ ☐

Windows Basics ☐ ☐ ☐

File Management ☐ ☐ ☐

Troubleshooting ☐ ☐ ☐

MS Office Basics ☐ ☐ ☐

Internet and Web Browsers ☐ ☐ ☐

Printing and EquipmentPrinter, Copier, & Scanner Y N N/A

Able to demonstrate applicable equipment use to customers ☐ ☐ ☐

Replace toner ☐ ☐ ☐

Basic troubleshooting (e.g. identify and respond to alerts) ☐ ☐ ☐

Advanced troubleshooting (e.g. call for maintenance) – Circulation Staff ☐ ☐ ☐Large Monitor Y N N/A

Use touch screen capabilities ☐ ☐ ☐

Connect and use DVD player ☐ ☐ ☐

Adjust audio levels ☐ ☐ ☐

Connect A/V cables ☐ ☐ ☐

Use webcam ☐ ☐ ☐

Describe and use Airplay/AirServer ☐ ☐ ☐

Use USB port ☐ ☐ ☐


Connect a laptop ☐ ☐ ☐

Demonstrate the above to customers ☐ ☐ ☐Advanced troubleshooting (e.g. check connections, basic computer troubleshooting) - Information Staff ☐ ☐ ☐

Laptop & Projector Y N N/A

Use external speakers ☐ ☐ ☐

Attach and navigate to external memory/USB ☐ ☐ ☐

Connect cables and use ports ☐ ☐ ☐

Use focus and keystone correction features ☐ ☐ ☐

Demonstrate the above to customers ☐ ☐ ☐DiscXpress Y N N/A

Demonstrate use to customers ☐ ☐ ☐

Power On/Off ☐ ☐ ☐

Open DX software ☐ ☐ ☐

Manually dispense and search for discs ☐ ☐ ☐

Load – Circulation Staff ☐ ☐ ☐Advanced troubleshooting (e.g. disc jamming, resetting towers, and unplugging) – Circulation Staff ☐ ☐ ☐

Self-Checks Y N N/A

Power on/off/restart ☐ ☐ ☐

Use keyboard, mouse, touch screen, and scanner ☐ ☐ ☐

Demonstrate use to customers ☐ ☐ ☐Advanced troubleshooting (e.g. rebooting when dealing with connection error) – Circulation Staff ☐ ☐ ☐

Game Computers Y N N/A

Navigate to and launch games ☐ ☐ ☐

Demonstrate the above to customers ☐ ☐ ☐Advanced troubleshooting (e.g. resolve video/audio issues, change browsers) – Information Staff ☐ ☐ ☐

Circulating Devices & Materials (e.g. Playaways) Y N N/AUse and demonstrate to customers: Power on/off, use of controls, port options, batteries/charging ☐ ☐ ☐

Coin Ops Y N N/A

Use bypass key (copier only) ☐ ☐ ☐

Advanced troubleshooting (e.g. clear coin jams) – Circulation Staff ☐ ☐ ☐


MS Office Y N N/A

Demonstrate how to find, open, and create new files for all programs ☐ ☐ ☐Demonstrate basic software use to customers (see Technology Checklist for CCPL Staff for details) ☐ ☐ ☐


Advanced troubleshooting (e.g. show/hide ribbon) – Information Staff ☐ ☐ ☐

Internet Y N N/A

Delete history, cache, and cookies ☐ ☐ ☐Demonstrate basic applicable Internet skills to customers (see Technology Checklist for CCPL Staff for details) ☐ ☐ ☐

Cassie Y N N/ADemonstrate to customers: Sign up for wait list, manage coasters, add money to account, and print ☐ ☐ ☐Perform the following in the client: stop/start, extend time, add money, refund and reimburse, view screen, send messages ☐ ☐ ☐

Web Filter Y N N/A

Override inaccurate website block ☐ ☐ ☐SPOT Y N N/A

Demonstrate use to customers ☐ ☐ ☐Advanced troubleshooting (e.g. launch web browser to trigger SPOT login, restart SPOT computer) – Information Staff ☐ ☐ ☐

Marina Y N N/AUse and demonstrate to customers: Log in, search, place requests, and view account ☐ ☐ ☐Advanced troubleshooting (e.g. resolve multi-format bib issue by using advanced search by ISBN) – Information Staff ☐ ☐ ☐

Know contact for Marina troubleshooting ☐ ☐ ☐Evanced – Meeting Rooms Y N N/A

Access customer and client side ☐ ☐ ☐Use and demonstrate to customers: Check room availability and book a meeting room ☐ ☐ ☐

Archive meeting and check equipment needs (client side) ☐ ☐ ☐

Collect payment and mark as paid (client side) – Circulation Staff ☐ ☐ ☐Evanced - Summer Reading Y N N/A

Sign up participant and enter measurement of reading (e.g. book title) on both customer & client side ☐ ☐ ☐

Demonstrate applicable from above to customers ☐ ☐ ☐

Search for participant, award prize, and change password on client side ☐ ☐ ☐


Advanced troubleshooting (e.g. transfer participant to different program, delete participant) – Information Staff ☐ ☐ ☐

Program Calendar & Event Registration Y N N/A

Demonstrate program registration to customers ☐ ☐ ☐

Manage registration and delete participants ☐ ☐ ☐

Enter and delete programs in database – Information Staff ☐ ☐ ☐Employee Recruitment Web Application Y N N/A

Demonstrate to customers – Information Staff ☐ ☐ ☐

CCPL Catalog Y N N/A

Basic and advanced search ☐ ☐ ☐

Check availability and location of materials ☐ ☐ ☐

Place request ☐ ☐ ☐

Create list ☐ ☐ ☐

Demonstrate the above to customers ☐ ☐ ☐

CCPL Online Account Y N N/A

Login ☐ ☐ ☐

Change login and contact information ☐ ☐ ☐

Renew/Renew All items out ☐ ☐ ☐

Maintain reading list option ☐ ☐ ☐

Manage requests via Suspend/Reactivate requests ☐ ☐ ☐

Demonstrate the above to customers ☐ ☐ ☐

Mobile Devices/eReaders (common, popular) Y N N/A


Home key ☐ ☐ ☐

Navigate to app store ☐ ☐ ☐

Adjust audio settings ☐ ☐ ☐

Navigate to menu and settings ☐ ☐ ☐


Connect to Wi-Fi/Spot ☐ ☐ ☐

Identify and describe compatible library digital content and apps ☐ ☐ ☐

Use Help ☐ ☐ ☐Advanced troubleshooting (e.g. navigate and download apps via browser) – Information Staff ☐ ☐ ☐

Library Online OfferingsIdentify, navigate to, and describe the following: Y N N/A

Digital collections and associated apps ☐ ☐ ☐

Research databases ☐ ☐ ☐

CCPL social media accounts ☐ ☐ ☐

Community Directory ☐ ☐ ☐

Carroll County Times Archives ☐ ☐ ☐

Maryland Ask-Us-Now ☐ ☐ ☐

Ask Us A Question - answers.carr.org ☐ ☐ ☐

Libraryelf.org ☐ ☐ ☐

Demonstrate use of above – Information Staff ☐ ☐ ☐

Advanced troubleshooting (e.g. update passwords) – Information Staff ☐ ☐ ☐

Library Apps Y N N/A

Create account and login ☐ ☐ ☐

Use menu and change settings ☐ ☐ ☐

Demonstrate use of above – Information Staff ☐ ☐ ☐Advanced troubleshooting (e.g. force quit/ update/ uninstall/ reinstall apps) – Information Staff ☐ ☐ ☐

Online Assistance Y N N/ADemonstrate creating online accounts (e.g. email, social media, job websites) – Information Staff 17 ☐ ☐ ☐


Technology Instruction Skills Checklist

Name:_________________________This section covers expected technology instruction areas for staff in the Information department. Device and digital content questions should be treated the same as other information inquiries. Staff members are expected to help locate and navigate appropriate resources that assist with customers’ questions.

Mobile Devices, eReaders, and Library Digital Collections Y N N/AIdentify, navigate to, and describe all library digital collections and necessary apps and software (e.g. Hoopla, Overdrive, Zinio) ☐ ☐ ☐Identify, navigate to, and describe all library online research offerings and necessary apps and software (e.g. Mango, subscription databases) ☐ ☐ ☐

Download apps that support CCPL content from device’s app store ☐ ☐ ☐

Navigate to CCPL services through device web browser ☐ ☐ ☐

Create account (if applicable) and log in to all library digital collections ☐ ☐ ☐

Search, checkout, download, and use content from library digital collections ☐ ☐ ☐

Describe and manage account settings within library digital collections ☐ ☐ ☐Find and use a variety of help resources (e.g. books in our collection, websites, online video tutorials, help sections, manufacturers guides) ☐ ☐ ☐Navigate to contact vendor technical support (used for instances of error messages and other content glitches) ☐ ☐ ☐

One-on-One Tech Instruction Y N N/A

Basic computer skills (e.g mouse, computer terminology, operating systems) ☐ ☐ ☐

Basic Internet searching (e.g. search engines, library databases) ☐ ☐ ☐

Basic Word ☐ ☐ ☐

Create online accounts (e.g. email, social media, and job websites) ☐ ☐ ☐

Online forms/applications ☐ ☐ ☐

Library digital collections 18 ☐ ☐ ☐


Technology Development Resources

This document is a compilation of online resources for technology development in computer and web skills, MS Office, CCPL specific technology, and digital collections.

Computer, Web, MS Office

Alison

Free online courses including but not limited to: computer and internet basics, Microsoft Office, and typing.

Direct link: http://alison.com/

Goodwill Community Foundation LearnFree

GCFLearnFree.org offers tutorials that cover basics of many categories including but not limited to: computers, email, internet, Windows, Microsoft Office, popular devices, and social media.

Direct link: http://www.gcflearnfree.org/

Microsoft Office Training and Tutorials

Created by Microsoft, this resource includes trainings for current as well as older versions of MS Office programs.

Direct link: https://support.office.com/en-us/article/Office-training-and-tutorials-b8f02f81-ec85-4493-a39b-4c48e6bc4bfb?ui=en-US&rs=en-US&ad=US

Skillsoft

Learning resources for many areas of professional development, including IT and technology.

Direct link: http://marylandlibraries.skillport.com/skillportfe/login.action;jsessionid=48E9F385F716D322F0FF8D6DFE99D5C0

Advanced Options:

edX

EdX offers interactive online classes and MOOCs from the world’s best universities, colleges and organizations.

Direct link: https://www.edx.org/

Coursera

Coursera is an education platform that partners with top universities and organizations worldwide, to offer courses online for anyone to take, for free.

Direct link: https://www.coursera.org/Carroll County Public Library – Technology Competencies 33 Last Update: 8/15

https://www.coursera.org/

https://www.coursera.org/

https://www.edx.org/

https://www.edx.org/

http://marylandlibraries.skillport.com/skillportfe/login.action;jsessionid=48E9F385F716D322F0FF8D6DFE99D5C0



https://support.office.com/en-us/article/Office-training-and-tutorials-b8f02f81-ec85-4493-a39b-4c48e6bc4bfb?ui=en-US&rs=en-US&ad=US



http://www.gcflearnfree.org/

http://www.gcflearnfree.org/

http://alison.com/

http://alison.com/

Technology Development Resources

CCPL Specific Technology

Training documents for CCPL specific technology such as Polaris, large monitor, phones, Dell projectors, AirPlay/AirServer, etc. can be found on the Technology Manuals page of the Intranet.

Digital Collections

OverDrive

Upcoming Live Webinars: http://partners.overdrive.com/learning-center/live-webinars/OverDrive Learning Center (Pre-recorded trainings and archived webinars): http://partners.overdrive.com/learning-center/OverDrive help (including videos): http://help.overdrive.com/?Sup=http://maryland.lib.overdrive.com/Support.htm

Hoopla

Live Training for Library Staff Members: https://attendee.gotowebinar.com/rt/1067789973571311873Overview video of hoopla: http://vimeo.com/88663549 hoopla help and FAQs: https://www.hoopladigital.com/support

Tumblebooks

Tumblebooks help: http://www.tumblebooklibrary.com/Help.aspx

Zinio

Zinio for Libraries Tutorial – Desktop Experience: https://vimeo.com/118833746Zinio for Libraries Tutorial – iPad Experience: https://vimeo.com/118951854Zinio help, including user guides, and FAQs: https://www.rbdigital.com/carrollcomd/help

19


https://www.rbdigital.com/carrollcomd/help

https://vimeo.com/118951854

https://vimeo.com/118833746

http://www.tumblebooklibrary.com/Help.aspx

https://www.hoopladigital.com/support

http://vimeo.com/88663549

https://attendee.gotowebinar.com/rt/1067789973571311873

http://help.overdrive.com/?Sup=http://maryland.lib.overdrive.com/Support.htm

http://partners.overdrive.com/learning-center/

http://partners.overdrive.com/learning-center/live-webinars/