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ntlstraining [2009/07/16 15:52] kgsntlstraining [2009/07/17 07:41] kgs
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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 1:30-4:30  (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 
  
ntlstraining.txt · Last modified: 2022/02/10 13:34 by 127.0.0.1

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