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)
Training Outline
Setup and configuration
Circulation I: OPAC Searching and My Account Functions
Searching the Catalog
Basic search (exercise)
Advanced search
Search tips
Search methodology
Search results
Circulation II: Patron Services
Circulation III: Standalone and Other Functions
Other circ functions
Cash reports
Transit list
Cataloging
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
Importing Records
Z39.50 client (single-record import) (exercise)
Intro to the batch importer/exporter (exercise)
Batch importer/exporter queues (exercise)
Basic Admin and Reports
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