Consortial Training Reports
The Alliance evaluates and assesses our consortial training through reports and assessments.
Alliance Training Project Group
The Alliance Training Project Group will develop curated lists of Alliance training resources to support the learning needs of library workers who are new to Alliance work and activities. (This group will be active in February-December 2025.)
Search Alliance Training and Documentation
Training & Documentation Results
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EAD Encoding Template
XML template for encoding in EAD2002 according to the most current version of the Alliance’s EAD Best Practices
Using OpenRefine for Cleanup
This documentation assists institutions in doing metadata cleanup as part of their transition to ArchivesSpace.
Archivist’s Toolkit Cleanup and Migration Preparation
This document provides an overview of goals, roles and responsibilities, and methods of preparing data for migration to ArchivesSpace from Archivist’s Toolkit (AT).
Importing EAD to ArchivesSpace
Instructions for importing EAD into ArchivesSpace to create Resource Records and support records.
ArchivesSpace Documentation
List of ArchivesSpace documentation and trainings created by the Orbis Cascade Alliance.
ArchivesSpace User Records & Permissions Settings
Instructions for setting up users and making decisions about permissions settings
ArchivesSpace Resource Records
Instructions for creating single- and multiple-level Resource Records in ArchivesSpace that are compliant with DACS.
ArchivesSpace Preferences, Controlled Value Lists, & Default Values
Specifies the preferences, controlled value lists, and default values that the Alliance sets on hosted instances, where institutions may want to change or augment, and where doing so will create non-compliant data and outputs.
ArchivesSpace Exports
Instructions for exporting EAD, PDFs, MARCXML, digital object metadata, and folder labels from ArchivesSpace.
ArchivesSpace Events
ArchivesSpace uses the Events module to associate specific collection management activities with records.
- Documentation
- Documentation is primarily text based, but it can incorporate screen captures and other images.
- Training
- Training includes video, audio, recorded sessions, and other resources that demonstrate a principle or process.
The option "Documentation & Training" will return webpages in either category.
Outside the Alliance
Below are external training opportunities and resources that may be of interest to Alliance members.
Ex Libris Knowledge Center
- One stop shopping for documentation, training, articles, and links to other Ex Libris pages (such as Salesforce)
- Alma Training
- Primo Training
OCLC
OCLC’s Web Junction offers courses, webinars, and other training resources.