ntlstraining
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Table of Contents
NTLS Training Outline and Schedule
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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 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.1381424276.txt.gz · Last modified: 2022/02/10 13:34 (external edit)