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SDC Training

Instructional Videos

How to Get Started for New or Interim SDCs

This video provides a basic overview of how to begin the data submission process and includes a brief tour of the PLS Web Portal. Watch the video

How to Import Data Files

This video shows State Data Coordinators how to import data into the PLS web portal. Watch the video.

An Overview of Status Structure Changes

This video describes the status structure codes and demonstrates how SDCs can execute the two most common structure changes (“birth” and “death”) in the PLS Web Portal. Watch the video.

An Overview of the Match Report

This video describes the contents of the match report, reviews several common match issues, and demonstrates how SDCs can resolve match issues in the PLS Web Portal. Watch the video.

An Overview of the Edit Report and Annotation Process

This video describes the contents of the edit report and the annotation file, reviews several common edit checks (both critical and non-critical), and demonstrates how SDCs can resolve critical edit checks in the AE and Outlet data files. Watch the video.

Recorded Webinars

Course 1: Introduction to the IMLS PLS for New SDCs

Description: This 30-minute overview introduced new State Data Coordinators (SDCs) to the Public Libraries Survey (PLS).

After watching this session, new SDCs will be able to:

  • Understand the background and history of the PLS
  • Demonstrate the value of the survey for libraries and other groups
  • Define and discuss how the survey results are used and by whom
  • Utilize available resources for assistance in completing the survey

Watch the recorded webinar from February 25, 2016.

Course 2: Understanding the IMLS PLS Web Portal and Data Entry Workflows: Arrangement, Question Types, Changes and Challenges

Description: During this one-hour webinar, SDCs reviewed the PLS Web Portal interface, question types, and arrangement. Changes in the questions and definitions made since the FY 2014 data collection were discussed. The session concluded with a review of questions that might prove challenging to survey participants in the field, and how SDCs can assist.

After watching this session, SDCs will be able to:

  • Understand how the survey is organized and arranged
  • Know the types of questions asked in the survey
  • Identify changes to questions since the last survey
  • Define changes to terminology since the last survey
  • Respond to challenging questions and assist library staff with completing those items
  • Utilize available resources for assistance in completing the survey

Download the recording and course materials from February 11, 2016.

Course 3: Using the IMLS PLS Web Portal: Overview and Data Entry Examples

Description: This one-hour online course provided an in depth overview of the PLS Web Portal. The session included an overview of the Web Portal interface and examples of basic data entry and editing for each portion of the survey. This session ran the participants through both the importing a data file and inputting the data manually.

During this session, SDCs were presented with a review and demonstration of:

  • Entering state data characteristics
  • Administrative entity data
  • Outlet data
  • Match Reports
  • Edit Reports
  • Locking data
  • Sign off procedures for State Library Agency Chief Officers

Watch the recorded webinar from March 1, 2016.

Course 4: Using the PLS Web Portal: Problem Solving--Match & Edit Reports

Description: Every SDC is presented with the challenge of Match and Edit Report errors, and it can be one of the most frustrating parts of completing the PLS. This session, which will use dynamic examples in the PLS Web Portal, was designed to help SDCs avoid common problems with Match and Edit Reports, and when they do happen, SDCs will leave this session better equipped to solve Match and Edit Report problems.

During this session, SDCs reviewed and discussed:

  • Match reports
  • Preventing Match Report errors
  • Resolving Match Report errors
  • Edit reports
  • Preventing Edit Report errors
  • Resolving Edit Report errors

Watch the recorded webinar from March 18, 2016.

Content last reviewed on
May 22, 2017