===== NTLS Training Outline and Schedule =====
==== This Page May Need Updating or Revising ====

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 1:30-4:30  (Cataloging)
  * July 23rd PM 4:30-5:00 (Questions/Issues/1.6 Sneak Peek)

  * July 24th AM 9:00-12:30 (Basic Admin & Reports)
  * July 24th PM 1:30-4:30  (Advanced Admin & Reports)


====== 

==== Training Outline ====

Also see [[community_tutorials|this collection of community tutorials]], from which many of these examples were derived.

=== 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/checkin
    * 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/exporter **(exercise)**
    * Batch importer/exporter queues **(exercise)** 

  * 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