ntlstraining
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+ | ===== NTLS Training Outline and Schedule ===== | ||
+ | |||
+ | Materials for the July, 2009 training in Fort Worth. | ||
+ | |||
+ | ==== Training Schedule ==== | ||
+ | |||
+ | |||
+ | * July 23rd AM 9:00-9:30 (Setup and configuration) | ||
+ | * July 23rd AM 9:30-12:30 (Circulation) | ||
+ | * July 23rd PM 1: | ||
+ | * July 23rd PM 4:30-5:00 (Questions/ | ||
+ | |||
+ | * July 24th AM 9:00-12:30 (Basic Admin & Reports) | ||
+ | * July 24th PM 1: | ||
+ | |||
+ | |||
+ | ====== | ||
+ | |||
+ | ==== Training Outline ==== | ||
+ | |||
+ | Also see [[community_tutorials|this collection of community tutorials]], | ||
+ | |||
+ | === Setup and configuration === | ||
+ | |||
+ | * Logging in **(exercise)** | ||
+ | * Workstation versus user logins | ||
+ | * Updating the staff client | ||
+ | |||
+ | |||
+ | ===Circulation I: OPAC Searching and My Account Functions=== | ||
+ | |||
+ | * Searching the Catalog | ||
+ | * Basic search **(exercise)** | ||
+ | * Advanced search | ||
+ | * Search tips | ||
+ | * Search methodology | ||
+ | * Search results | ||
+ | |||
+ | * My Account | ||
+ | * Logging into your account | ||
+ | * Account summary | ||
+ | * Items checked out | ||
+ | * Items on hold | ||
+ | * Fines | ||
+ | * Account preferences | ||
+ | * Bookbags (public buckets) | ||
+ | |||
+ | |||
+ | ===Circulation II: Patron Services=== | ||
+ | |||
+ | * Typical desk functions **(exercises for all tasks)** | ||
+ | * Registering patrons | ||
+ | * Issuing patron replacement cards | ||
+ | * Checkout | ||
+ | * Pre-cataloged checkout/ | ||
+ | * Check-in | ||
+ | * Paying bills | ||
+ | * Billing patrons | ||
+ | * Viewing recent circulations by item | ||
+ | |||
+ | * Holds | ||
+ | * Placing holds: an overview | ||
+ | * Holdable settings | ||
+ | * Holds priority and targeting | ||
+ | * Holds pull lists | ||
+ | * Capturing holds | ||
+ | * Patron hold notification | ||
+ | * Holds shelf maintenance | ||
+ | * Viewing the holds queue | ||
+ | |||
+ | |||
+ | ===Circulation III: Standalone and Other Functions=== | ||
+ | |||
+ | * Standalone mode | ||
+ | |||
+ | * Other circ functions | ||
+ | * Cash reports | ||
+ | * Transit list | ||
+ | |||
+ | |||
+ | ===Cataloging=== | ||
+ | |||
+ | * Searching the catalog | ||
+ | * Staff-friendly searching | ||
+ | * Full record display, available actions | ||
+ | |||
+ | * MARC Editor | ||
+ | * Create original MARC record **(exercise)** | ||
+ | * Editing MARC records **(exercise)** | ||
+ | * Validating records against authorities | ||
+ | |||
+ | * Holdings maintenance | ||
+ | * Adding volumes and copies **(exercise)** | ||
+ | * Copy editor (item attributes editor) | ||
+ | * Copy notes and alerts | ||
+ | * Editing volumes and copies **(exercise)** | ||
+ | * Spine labels | ||
+ | |||
+ | * Record Buckets | ||
+ | * What is a bucket? **(exercise)** | ||
+ | * Merging bibliographic records **(exercise)** | ||
+ | * Deleting bibliographic records | ||
+ | |||
+ | * Copy (item) Buckets | ||
+ | * Transferring items **(exercise)** | ||
+ | * Deleting items | ||
+ | * Editing items in batch **(exercise)** | ||
+ | |||
+ | * Importing Records | ||
+ | * Z39.50 client (single-record import) **(exercise)** | ||
+ | * Intro to the batch importer/ | ||
+ | * Batch importer/ | ||
+ | |||
+ | * Other functions and tasks | ||
+ | * Item Status | ||
+ | * Replace Item Barcode **(exercise)** | ||
+ | |||
+ | === Basic Admin and Reports === | ||
+ | |||
+ | * Local System Administration | ||
+ | * Global Font and Sound Settings | ||
+ | * Printer Settings Editor | ||
+ | * Closed Dates Editor | ||
+ | * Copy Locations Editor | ||
+ | * Library Settings Editor | ||
+ | * Non-cataloged-types Editor | ||
+ | * Statistical Category Editor | ||
+ | * Surveys | ||
+ | |||
+ | === Advanced Admin and Reports === | ||
+ | |||
+ | * Evergreen Reports | ||
+ | * Folders Management | ||
+ | * Running a preconfigured report **(exercise)** | ||
+ | * Creating a Template & Using Base Filters **(exercise)** | ||
+ | * Viewing Report Outputs **(exercise)** | ||
+ | * Running Recurring Reports | ||
+ | * Using Shared Templates to Run Reports | ||
ntlstraining.txt · Last modified: 2022/02/10 13:34 by 127.0.0.1