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LeadershipProject 3Text Messaging to PatronsTraining Group  
Training Group  Becca Steiner Cari Albarelli Katerina Johnson Kinsley Krupich Marty Johannes Matt Hammes Roxanne Belcher Stephanie Iser
Who will require training?     IS/YS and Circulation Staff  (whoever registers patrons)   Patrons
Howto train staff Tiered Training Level 1: Vendor provides training to Pat Beers, LIT,  and Designated Trainer(s) on the general features of the text notices software. Level 2: Designated Trainer(s) provides training to Tech Squad members and Designated Others on the JCL-customized features of the software. Level 3: Tech Squad members and Designated Others provide training on the branch/departmental level.
How to train staff Other ways to disseminate text notice training: System-wide CS, IS, and YS meetings (for refreshers and new staff) Hand-outs E-mails Intranet SDO Training classes
Howto train patrons Handouts Tile on homepage  E-mail notices Staff having short, informal talks with patrons at service points  Link from Account Information on website  	Example:  D.C. Public Library Revised library card application which includes text option  
Whatto cover in training How text notices work.  What the text messages will look like, what info they’ll contain.  What time of day they’ll be sent.  If the patron will also receive an e-mail notice.  If there will be a call-back number option in the text.   How patrons can opt in for text notices.  New patrons will select texting on the new card application.  Existing patrons will be offered the option when they interact with IS/YS and clerks.
Whatto cover in training Who to report problems that the patron experiences to –Scott Sime?  Text Notices Task Force ? What the limits are on troubleshooting problems with  cell phones, service providers What charges may apply.   Are kids allowed to receive text notices or are notices sent to parent/guardian?
Input from Leadership

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Text Training

  • 1. LeadershipProject 3Text Messaging to PatronsTraining Group  
  • 2. Training Group Becca Steiner Cari Albarelli Katerina Johnson Kinsley Krupich Marty Johannes Matt Hammes Roxanne Belcher Stephanie Iser
  • 3. Who will require training?   IS/YS and Circulation Staff (whoever registers patrons)   Patrons
  • 4. Howto train staff Tiered Training Level 1: Vendor provides training to Pat Beers, LIT, and Designated Trainer(s) on the general features of the text notices software. Level 2: Designated Trainer(s) provides training to Tech Squad members and Designated Others on the JCL-customized features of the software. Level 3: Tech Squad members and Designated Others provide training on the branch/departmental level.
  • 5. How to train staff Other ways to disseminate text notice training: System-wide CS, IS, and YS meetings (for refreshers and new staff) Hand-outs E-mails Intranet SDO Training classes
  • 6. Howto train patrons Handouts Tile on homepage E-mail notices Staff having short, informal talks with patrons at service points Link from Account Information on website Example: D.C. Public Library Revised library card application which includes text option  
  • 7. Whatto cover in training How text notices work. What the text messages will look like, what info they’ll contain. What time of day they’ll be sent. If the patron will also receive an e-mail notice. If there will be a call-back number option in the text. How patrons can opt in for text notices. New patrons will select texting on the new card application. Existing patrons will be offered the option when they interact with IS/YS and clerks.
  • 8. Whatto cover in training Who to report problems that the patron experiences to –Scott Sime? Text Notices Task Force ? What the limits are on troubleshooting problems with cell phones, service providers What charges may apply. Are kids allowed to receive text notices or are notices sent to parent/guardian?

Editor's Notes

  1. The task of the training group was to brainstorm on the various aspects of training.
  2. Our group consisted of these participants.
  3. The group used the Who, How, What approach. First we identified who would require training:IS/YS and Circulation Staff (whoever registers patrons) - on the ins and outs of text notices Patrons – on how text notices work, how they can opt in and out
  4. We suggest Tiered Training for training the staff. Level 1: Vendor provides training to Pat Beers, LIT, and Designated Trainer(s) (Scott Sime?) on the general features of the text notices software.Level 2: Designated Trainer(s) will provide training to Tech Squad members and Designated Others on the JCL-customized features.Level 3: Tech Squad members and Designated Others will provide training on the branch/department level.
  5. The methods used to educate patrons about and train patrons on text notices would consists of: Handouts, Tile on homepage, E-mail notices, and staff at service points announcing the new service and explaining how to sign up for it. Another method that would allow patrons to learn more about it and opt in/out would be a link from the website. Example: D.C. Public LibraryFor new users, a revised library card application would include the text option  announcing the new service, explaining how to opt in