Jennifer Weston
- Product and Education Manager
- jennifer.weston@equinoxoli.org
- 770
Lena Hernandez
- Product and Education Specialist
- lena.hernandez@equinoxoli.org
- 770
Please send any questions or inquiries to:
training-events@equinoxOLI.org
training-events@equinoxOLI.org
Welcome! This page provides you with links to training materials available for your Aspen Discovery training. Handouts may be located under multiple categories on this guide in order to increase discoverability of the resources.
Handouts are in PDF format. You will need a PDF viewer in order to open these documents. You are welcome to print the handouts and share the link to this site with staff within your library or library system; however, these handouts should not be shared outside your organization or placed on any public website.
Video links will take you out to Equinox's video library on Vimeo.
Handouts are in PDF format. You will need a PDF viewer in order to open these documents. You are welcome to print the handouts and share the link to this site with staff within your library or library system; however, these handouts should not be shared outside your organization or placed on any public website.
Video links will take you out to Equinox's video library on Vimeo.
- Basic Navigation and Use Introduction
A quick guide to get started with searching and using patron accounts in Aspen. - Introduction to Aspen Terminology
A list of key Aspen terms and their definitions. - Creating Lists
Step by step instructions on creating new lists. - Browsing in the Public Catalog
A video demonstrating how to explore the Aspen catalog - eResource Discoverability
A brief video detailing how eResources are integrated into the Aspen catalog. - Placing Holds in the Public Catalog
A video demonstrating how a patron can place holds within the Aspen catalog. - Renewing Items Through the Patron Account
A video demonstrating how patrons can renew items within the Aspen catalog. - Using Saved Lists in the Public Catalog
A brief video covering how Saved Lists in the Aspen catalog are used. - Using the Public Catalog from Mobile and Desktop Browsers
A brief video demonstrating how the interface adapts between mobile and desktop web browser sizes. - Spotlight on Aspen Discovery
An EquinoxEDU Spotlight generally covering Aspen as a whole.
Welcome
Aspen BasicsCustomization and Configuration
Describing and Branding Your Library Grouped Works and Catalog Display Local Catalog EnrichmentsCatalog Enrichment and Tools
Free and Local Enrichments Connecting Paid Enrichments Using Web Builder Functions Material Requests ModuleAdmin and Maintenance
Every Day Admin Catalog Maintenance
Aspen Discovery GitHub
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery Bug Tracker
View known bugs and development wishlist items submitted to the community.
Aspen Discovery Help Center
Community documentation for using Aspen. The Help Center is currently being migrated to a new wiki tool; for a time you may need to check both locations for relevant information. Aspen Discovery Community
A hub linking to community resources such as interest group schedules, upcoming conference details and more.
Aspen Discovery Release Notes From Equinox
A summary of big changes to Aspen for each point release. This page also has links to the full community release notes.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
Visit the GitHub page for Aspen Discovery to find the code, full release notes, and other community resources.
Aspen Discovery Bug Tracker
View known bugs and development wishlist items submitted to the community.
Aspen Discovery Help Center
Community documentation for using Aspen. The Help Center is currently being migrated to a new wiki tool; for a time you may need to check both locations for relevant information. Aspen Discovery Community
A hub linking to community resources such as interest group schedules, upcoming conference details and more.
Aspen Discovery Release Notes From Equinox
A summary of big changes to Aspen for each point release. This page also has links to the full community release notes.
Aspen Discovery with Equinox
Learn more about how Equinox can support your move to Aspen Discovery.
- Adding or Editing Closed Dates
A step by step guide to adding closed holidays and recurring closed days, as well as system messages for delayed opening. - Aspen Discovery: Library Closed Dates and Holidays
This video covers adding library closed dates and where patrons see library closed dates. - Aspen Discovery: Library Hours
This video covers adding and updating library hours, managing seasonal hour variations, and where patrons see library hours. - Aspen Discovery: Menu Links
This video covers creating menu links, customizing link behavior, and copying links between Library Systems. - Aspen Discovery: System Messages
This video covers creating a system message and saving system messages for reuse. - Aspen Discovery: Theme and Layout
This video covers an introduction to accessibility, theme overview, and layout settings.
- Creating Accessible Themes
This video details how to create accessible themes in Aspen for your patrons - Creating New Menu Links
A step by step guide to creating new menu links in the top menu bar or the hamburger menu. - Default Book Covers
This handout contains a set of guides walking through how to view/change the colors for Aspen's Default Book Covers, and also how to set the default cover to an image. - Library Hours
A step by step guide to adding or updating library hours. - System Messages
A step by step guide to creating system messages through both Library Settings and Local Catalog Enrichment. - Themes
A simple handout demonstrating some of the customization options available under the Themes submenu.
- Aspen Discovery: Grouped Works Display
This video covers grouped works and search overview, format sorting and facets, and setting types. - Aspen Discovery: Manual Adjustments to Grouped Works
This video covers troubleshooting grouped works, manually grouping title/author variants, records to not group, record grouping overrides, custom grouped works, and author authorities. - Aspen Discovery: Side Load Maintenance
This video covers adding new titles to an existing side load, replacing the MARC file, and removing specific titles from a side load. - Catalog/Grouped Works: Author Authorities
This handout covers the creation of new author authorities to aid with the creation of grouped works. - Catalog/Grouped Works: Grouped Work Display
Grouped Work Display settings can be used to adjust the way that grouped works and search results display. This handout arranges those settings in easier to use ways to help help increase the discoverability of the settings you need. - Default Book Covers
This handout contains a set of guides walking through how to view/change the colors for Aspen's Default Book Covers, and also how to set the default cover to an image. - Grouping and Ungrouping Titles in Aspen
An introduction to Aspen's Grouped Works and step by step instructions on how to group and ungroup titles. - Side Loading Basics
Sideloading, or adding MARC records directly into Aspen can be used to increase the discoverability of your digital content subscriptions and other extra resources. This handout covers the basics of creatings and managing Aspen side loads. - Suggested Resource Connection Methods for Aspen
Aspen Discovery allows libraries to connect many catalog enrichments and other integrations. The list of options in this handout covers many of the common options and methods of connections. If you do not see one of the services that you use, let us know! We will collaborate with you to find the best way to connect it. - Web Builder Web Resources
Web Resources is a preformated type designed to make resources such as databases searchable in your catalog with links directly to those resources. - Wikipedia Catalog Enrichment
A step by step guide to turning on the Wikipedia author enrichment in the catalog as well as editing or turning off the linking to Wikipedia for select authors.
- Aspen Discovery: Browse Categories
This video covers browse categories from search, browse categories from lists, modifying existing browse categories, creating sub-categories, browse category groups, and browse category customization. - Aspen Discovery: Collection Spotlights
This video covers creating Collection Spotlights, modifying Spotlights, and locating the Spotlight Code to embed it in an external site. - Aspen Discovery: Placards
This video coveres accessibility, creating Placards, Placards linked to Web Resources, and customizations. - Aspen Discovery: Staff Lists
This video covers creating staff lists, customizing lists, and selecting list types searchable by patrons. - Browse Categories From Lists
A step by step guide to creating browse categories from lists, including NYT book lists. The guide also includes a description of the autogenerated personalized lists and how to recreate them. - Browse Categories From Search
Browse categories are a terrific way to help your patrons discover the titles in your catalog. There are two basic ways to create Browse Categories; from searches or from lists. The focus of this handout creating browse categories from searches. - Browse Category Customization
Examples of using Themes and Browse Category Groups to customize the display of your Browse Categories. - Browse Category Groups
Browse Category Groups are settings that allow libraries to determine which browse categories will display on the main page for your patrons and some basic default settings for how those browse categories will display. - Creating Collection Spotlights
A guide on how to create, modify, and locate iFrame code in Collection Spotlights. - Creating Lists
Step by step instructions on creating new lists. - Working with Placards
A step by step guide to creating adjusting the look and layout of placards.
- Aspen Discovery: Aspen Events Configuration
This video covers patron experience, events configuration, and additional events options. - Aspen Discovery: Aspen Events Management
This video covers patron experience, creating a new event, editing a recurring event, copying an existing event, and highlighting events with other Aspen tools. - Aspen Discovery: Browse Categories
This video covers browse categories from search, browse categories from lists, modifying existing browse categories, creating sub-categories, browse category groups, and browse category customization. - Aspen Discovery: Collection Spotlights
This video covers creating Collection Spotlights, modifying Spotlights, and locating the Spotlight Code to embed it in an external site. - Aspen Discovery: Community Engagement Configuration
This video covers getting started with Community Engagement, library system settings, campaign configuration, creating campaign milestone criteria, creating campaign extra credit, creating campaign rewards, and updating campaign emails. - Aspen Discovery: Community Engagement Creating Campaigns
This video covers creating community engagement campaigns, publicizing your campaign, customizing campaign display, and using Web Builder to highlight campaigns. - Aspen Discovery: Community Engagement Managing Campaigns
This video covers campaign progress and admin view, the community engagement dashboard, and the patron experience. - Aspen Discovery: Placards
This video coveres accessibility, creating Placards, Placards linked to Web Resources, and customizations. - Aspen Discovery: Staff Lists
This video covers creating staff lists, customizing lists, and selecting list types searchable by patrons. - Browse Categories From Lists
A step by step guide to creating browse categories from lists, including NYT book lists. The guide also includes a description of the autogenerated personalized lists and how to recreate them. - Browse Categories From Search
Browse categories are a terrific way to help your patrons discover the titles in your catalog. There are two basic ways to create Browse Categories; from searches or from lists. The focus of this handout creating browse categories from searches. - Browse Category Customization
Examples of using Themes and Browse Category Groups to customize the display of your Browse Categories. - Browse Category Groups
Browse Category Groups are settings that allow libraries to determine which browse categories will display on the main page for your patrons and some basic default settings for how those browse categories will display. - Creating Collection Spotlights
A guide on how to create, modify, and locate iFrame code in Collection Spotlights. - Creating Lists
Step by step instructions on creating new lists. - Suggested Resource Connection Methods for Aspen
Aspen Discovery allows libraries to connect many catalog enrichments and other integrations. The list of options in this handout covers many of the common options and methods of connections. If you do not see one of the services that you use, let us know! We will collaborate with you to find the best way to connect it. - Web Builder Web Resources
Web Resources is a preformated type designed to make resources such as databases searchable in your catalog with links directly to those resources. - Wikipedia Catalog Enrichment
A step by step guide to turning on the Wikipedia author enrichment in the catalog as well as editing or turning off the linking to Wikipedia for select authors. - Working with Placards
A step by step guide to creating adjusting the look and layout of placards.
- Aspen Discovery: Side Load Maintenance
This video covers adding new titles to an existing side load, replacing the MARC file, and removing specific titles from a side load. - Aspen Discovery: Third-Party Event Integrations
This video covers supported events tools, event integration settings, and embedding a Google Calendar. - Aspen Discovery: Web Builder Web Resources
This video covers the patron experience, creating Web Resources, Web Resource settings, and custom Web Resource pages. - Side Loading Basics
Sideloading, or adding MARC records directly into Aspen can be used to increase the discoverability of your digital content subscriptions and other extra resources. This handout covers the basics of creatings and managing Aspen side loads. - Side Loading Troubleshooting
This handout covers troubleshooting some of the common errors and issues one might occur when creating a new side load setting in Aspen. - Suggested Resource Connection Methods for Aspen
Aspen Discovery allows libraries to connect many catalog enrichments and other integrations. The list of options in this handout covers many of the common options and methods of connections. If you do not see one of the services that you use, let us know! We will collaborate with you to find the best way to connect it.
- Aspen Discovery: Web Builder Basic Pages
This video covers creating basic pages and the patron experience. - Aspen Discovery: Web Builder Custom Forms
This video covers the patron experience, creating forms, and managing form submissions. - Aspen Discovery: Web Builder Custom Pages
This video covers patron experience; creating a custom page; layout, design, and access settings; and duplicating custom pages. - Aspen Discovery: Web Builder Overview
This video covers Aspen Web Builder introduction, staff member pages, loading and using images and PDFs, and adding audience and category tags. - Aspen Discovery: Web Builder Quick Polls
This video covers the patron experience, creating polls, and viewing poll submissions. - Aspen Discovery: Web Builder Web Resources
This video covers the patron experience, creating Web Resources, Web Resource settings, and custom Web Resource pages. - Demo Form
A screenshot of a form demonstrating the different types of fields and help. - Spotlight on Aspen Discovery Web Builder
A video detailing the features of Aspen Discovery's Web Builder. - Suggested Resource Connection Methods for Aspen
Aspen Discovery allows libraries to connect many catalog enrichments and other integrations. The list of options in this handout covers many of the common options and methods of connections. If you do not see one of the services that you use, let us know! We will collaborate with you to find the best way to connect it. - Using Web Builder for Your Library's Website
A video detailing the features and how to take advantage of Web Builder to create your library's website. - Web Builder Web Resources
Web Resources is a preformated type designed to make resources such as databases searchable in your catalog with links directly to those resources.
- Linking Aspen to an External Material/Purchase Request System
This handout covers the configurations for external systems. See the other Materials Requests handouts to learn more about using Aspen with Koha’s purchase request system or with the Aspen native system. - Material/Purchase Request Configuration
This handout covers the configurations for the Aspen native system. See our other handouts to learn more about using Aspen with Koha’s purchase request system or with other preferred systems. - Materials Request Workflow and Tools
Material, or purchase, requests allow your patrons to request that you purchase additional items for your collection. This handout focuses on the workflow used in the Aspen native system.
- Adding or Editing Closed Dates
A step by step guide to adding closed holidays and recurring closed days, as well as system messages for delayed opening. - Aspen Discovery: Library Closed Dates and Holidays
This video covers adding library closed dates and where patrons see library closed dates. - Aspen Discovery: Library Hours
This video covers adding and updating library hours, managing seasonal hour variations, and where patrons see library hours. - Aspen Discovery: System Messages
This video covers creating a system message and saving system messages for reuse. - Assigning Administrator Permissions to Staff
Step by step instructions for creating new Aspen Admin accounts. - Creating New Menu Links
A step by step guide to creating new menu links in the top menu bar or the hamburger menu. - Library Hours
A step by step guide to adding or updating library hours. - System Messages
A step by step guide to creating system messages through both Library Settings and Local Catalog Enrichment.
- Aspen Discovery: Manual Adjustments to Grouped Works
This video covers troubleshooting grouped works, manually grouping title/author variants, records to not group, record grouping overrides, custom grouped works, and author authorities. - Aspen Discovery: Side Load Maintenance
This video covers adding new titles to an existing side load, replacing the MARC file, and removing specific titles from a side load. - Catalog/Grouped Works: Author Authorities
This handout covers the creation of new author authorities to aid with the creation of grouped works. - Catalog/Grouped Works: Grouped Work Display
Grouped Work Display settings can be used to adjust the way that grouped works and search results display. This handout arranges those settings in easier to use ways to help help increase the discoverability of the settings you need. - Default Book Covers
This handout contains a set of guides walking through how to view/change the colors for Aspen's Default Book Covers, and also how to set the default cover to an image. - Grouping and Ungrouping Titles in Aspen
An introduction to Aspen's Grouped Works and step by step instructions on how to group and ungroup titles. - Side Loading Basics
Sideloading, or adding MARC records directly into Aspen can be used to increase the discoverability of your digital content subscriptions and other extra resources. This handout covers the basics of creatings and managing Aspen side loads. - Side Loading Troubleshooting
This handout covers troubleshooting some of the common errors and issues one might occur when creating a new side load setting in Aspen.