JSTOR Digital Stewardship Services: Onboarding training [Tiers 2-3]

All new JSTOR Digital Stewardship Services Tier 2 and Tier 3 participants receive personalized training during their onboarding period. In your kick-off meeting, we'll go over your training options and work together to develop a training plan to help you get started with JSTOR Stewardship.

* This is a suggested timeline. Your trainer will work with you to adapt the timeline to your institution's needs.

Sample agendas for your first training session

Tier 2

Session 1: Introduction to the Tier 2 Digital Asset Management tool

• Orientation to the JSTOR Stewardship interface
• Admin functionality
• Cataloging functionality
  • Field types
  • Multimedia files
• Publishing
  • Accessing your collections on JSTOR
  • Collections usage dashboard
  • Preservation

Tier 3

Depending on the participant’s preference, JSTOR Seeklight training can be integrated throughout the sessions, or treated as a stand-alone training. The sample agendas here reflect a Seeklight-focused option for institutions who intend to use Seeklight, and a DAM-focused option for institutions who may not use Seeklight or who want to prioritize non-Seeklight-assisted collections.

Session 1: Seeklight-focused

• Overview of the JSTOR Stewardship interface
  • Projects and user management
• Using JSTOR Seeklight
  • Generating descriptive metadata
  • Generating transcripts
  • Generating project summaries
• Reviewing and editing metadata
  • Confidence scores and item tags
  • Editing and reviewing metadata
  • Organizing with sets and filters

Session 1: DAM-focused

• Overview of the JSTOR Stewardship interface
  • Projects and user management
• Creating a new project
  • Metadata schemas
  • Project settings overview
• Cataloging in your project
  •  Editing item records
  •  Organizing with sets and filters

Recommendations to make the most of your onboarding training

Our onboarding training program is designed to help you get started with JSTOR Stewardship and to support you in achieving your institutional goals.

These recommendations are based on what we’ve learned working with our participants. They are not hard-and-fast rules, but should hopefully help you think about what would be the most impactful use of your training time.

Establish goals for training

Starting with one or two goals, such as uploading a particular collection or covering a specific process, gives us something to anchor your trainings around. It can also give you a head start on work that you want to do.

For example, if you have a collection you know you want in JSTOR Stewardship, we can create a project and upload part of, or even the entire collection together during your training. Then you can continue to work with that project after your training.

Identify key workflows

Do you have collections you’d like to publish to JSTOR or Omeka? Will you be using JSTOR Stewardship along with another service like ArchivesSpace? Do you prefer to edit in the system or use spreadsheets to manage your metadata?

Whether you have materials ready to be uploaded or not, consider which workflows will be important for you to meet your goals. For example:

•  If you plan to publish to JSTOR or preserve in Portico, we can prioritize setting up those workflows for when you're ready to upload.
• If you plan to export your metadata to use in a different system, we can cover editing and exporting options.

If you’re not sure yet what you’ll need, tell us what you’d like to be able to accomplish, and we can help you identify the best workflows to support that work.

Discuss internally before you begin – especially if you have a large team or multiple teams sharing Stewardship

We know that in some cases, an institution has multiple stakeholders or different teams working with JSTOR Stewardship in different capacities.

Prior to your first training, we recommend discussing your goals and key workflows internally. We can tailor one or more training sessions to different groups. For example, if you have student workers, you can designate one training specific for their needs.

Consider:

• What are your highest priorities for training?
• Who needs to attend onboarding training? Do they need to be present in every session?
• Do different groups need trainings tailored to their work?

Tell us what you’re trying to accomplish

Prior to your training session, we'll share an agenda with you. We encourage you to review the agenda and let us know if you’d like to add or change anything, so we can be sure your training meets your needs.

If you aren’t sure what you need to know or where to start, that's also okay. Tell us what you want to accomplish with JSTOR Stewardship, and we can show you how to best accomplish that outcome.

Ask us questions

During sessions, don’t hesitate to speak up if you have questions, need more clarity on something, or think of something you’d like to go over instead.

Also, you don't have to wait until the training to ask questions. You can reach out at any time – we’re here to support you.

Take advantage of all of our resources

We have a wide library of on-demand resources available to you. In addition to our support site documentation, we have recorded webinars and video tutorials available.

We offer two ongoing webinar series:

• A monthly training series for the JSTOR Stewardship DAM that cycles through three topics: Advanced Features, Project Administration, and Project Cataloging.
• A quarterly training series for JSTOR Seeklight that covers an introduction to the tool and advanced applications.

You can view and register upcoming sessions on our Webinar Schedule.