Excel for Librarians

$175.00

Dates: May 3 - May 30

Credits: 1.5 CEUs or 15 PDHs

This class will teach the basics of working in Excel, including entering, structuring, manipulating, importing and exporting data. It will also cover some Excel functions and tools for basic data analysis. The class assignments will incorporate practical data tasks that you would encounter in a library or information management setting.

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Course Information

Session

Credits

1.5 CEUs or 15 PDHs

Registration dates

We accept registrations through the first week of classes, unless enrollment is full, and unless the class was canceled before it started due to low enrollment.

Course Description

At some point in your library career you will interact with a spreadsheet, be it one that contains data you have entered, someone else has entered, or data you have exported from a system. With Excel, you can easily manage and wrangle structured data, even if it is not in an Excel format. This class will teach the basics of working in Excel, including entering, structuring, manipulating, importing and exporting data. It will also cover some Excel functions and tools for basic data analysis. The class assignments will incorporate practical data tasks that you would encounter in a library or information management setting.

By the end of the class, students will:

  • Learn good practices for data entry, spreadsheet structure, and data organization
  • Understand data formats and how to troubleshoot common formatting errors (such as dates)
  • Be able to sort and filter data and write basic Excel functions
  • Learn how to perform cleanup, quality control, and data validation using Excel’s data tools
  • Learn to import and export data to CSV and tab separated files

This course can be taken as one of eight courses needed to earn our Certificate in Cataloging and Technical Services, but can be taken as a stand-alone course as well.

Greer Martin

Greer MartinGreer Martin is the Metadata Technologies Librarian at Loyola University Chicago, where she coordinates metadata interoperability across library platforms. She has written and presented on using OpenRefine for metadata cleanup and authority reconciliation, and has managed metadata migration projects. Greer previously held metadata librarian positions at the Illinois Institute of Technology and the University of Georgia where she created and enhanced metadata for aggregation by Digital Public Library of America. She received an MLIS from the University of Illinois at Urbana-Champaign.

How to Register

To enroll yourself or other participants in a class, use the “Register” button that follows the description of each course. If the “Register” button does not show up, try loading the page in a different web browser. Contact us if you have technical difficulties using our shopping cart system or would like to pay for an enrollment using another method. On the payment page in the shopping cart system, there is a place to add notes, such as the names and email addresses of participants you wish to enroll. We will contact you to request this information in response to your processed payment if you do not include it in the “notes” field. Prior to the start of the workshop, we will send participants their login instructions.

Payment Info

Our shopping cart system allows you to pay with a credit card, with PayPal, or to indicate that you'll be sending a check.

Alternatively, if it is an institutional payment, we can arrange to invoice you. Contact us by email, and we can make arrangements to suit your institution's business processes.

Special Session

Please contact us to arrange a special session of this class for a group of seven or more, with a negotiable discount, or to be notified when it is next scheduled.

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