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--- ntlstraining [2009/07/16 11:51] – created kgs
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+===== 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