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Day 2: Wednesday, March 1, 2023

Session 5: Acquisitions – Receiving and Activating (Acquisitions and Technical Services Staff), 9:30am – 10:30am

Agenda

Receiving and Activating

  • Receiving one-time orders

  • Receiving subscriptions (with & without prediction)

  • Activating electronic resources

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Session 6: Acquisitions – Invoicing (Acquisitions and Technical Services Staff), 10:45am - 11:45am

Agenda

Invoicing

  • Invoicing lifecycle & integration options

  • Creating and editing invoices

  • Taxes (if applicable)

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Session 7: Cataloging (Catalogers), 12:45pm – 2:45pm

Agenda

Manual cataloging and record management

  • Metadata Editor: templates, locked records, copy cataloging, form editor, headings, etc.

  • Authority control

  • Item editor

  • Post-receiving processing & work orders

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Session 8: Cataloging – (Catalogers, Acquisitions and Technical Services), 3:00pm – 4:30pm

Agenda

Bulk catalog, inventory, and delivery maintenance

  • Import profiles

  • PDA/DDA (if applicable)

  • Bulk processing – records, inventory, order lines, users

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Introduction – Fulfillment and Patron Services

  • Inventory model, searching

  • User roles and tasks

  • Infrastructure: libraries, locations, circulation desks

  • 10 minute break

  • Fulfillment policies

  • Lost item profiles and notifications

  • Blocks and overrides

  • Patron limits; loan limits

Agenda

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Day 3: Thursday, March 2, 2023

Session 9: Fulfillment Overview (Circulation Staff), 9:30am – 11:30am

Agenda

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Session 10:

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Session 11:

Agenda

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Session 10: Patron Services – User Management (User Administrators), 12:45pm – 2:45pm

Agenda

User management and notices

  • User records: structure, ownership, synchronization

  • SIS integration

  • 10 minute break

  • Registering new users

  • Customizing and testing notices

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Session 11: Patron Services (Circulation Staff), 3:00pm – 3:45pm

Agenda

Patron services

  • Loans and returns

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Day 4: Friday, March 3, 2023

Session 12:

Agenda

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Session 13:

Agenda

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Session 14:

Agenda

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