Workflows GL 3.1: Training Handouts

Return to: WorkFlows GL 3.1 Implementation

General Training Handouts

• Help
• Printing
• Properties
• Searching and Controlling Display of Results
• Setting Themes and Fonts
• Toolbars and Function Keys

Cross-Training Handouts

• Display User
• Display Course
• Display Reserve
• Session Settings for Order Display
• How to Check the Status of an Order
• How to Check a Fund Subject
• How to Check the Status of a Periodical/Serial

Acquisitions Handouts

• Receive Orders
• Modify Order
• Adding Orders
• Create Invoice
• Modify Invoice
• Display Vendor

Authorities Handouts

• Authorities
• Using the Authorities Helper
• Smartporting Authorities

Cataloging Handouts

• Modify Title
• Call Number and Item Maintenance for Cataloging
• Add Title
• Duplicate Title
• Delete Titles, Calls, or Items
• SmartPort
• Diacritics
• Transfer Item
• BoundWith
• Global Item Modification

Circulation Handouts

• Basic Circulation (Checkout/Discharge, Transit/Untransit, Users, Holds, Bills) - revised 9/18/2006
  • Basic Circulation Handout without screenshots - revised 9/18/2006
• Call Number and Item Maintenance for Circulation
• Reports Access for Circulation

Collection Development Handouts

• Basic Collection Development - Saving Funds to a file and Displaying Funds, Orders, Invoices, Vendors
• Advanced Collection Development - Fund Managers
• Global Fund Adjustments

Reserves Handouts

• Reserves

Serials Handouts

• Display Serial Control Records for Receivers
• Serials Checkin
• Creating a Serial Control Record
• Modifying a Serial Control Record