Workflows Java Client Training Schedule

Return to: WorkFlows GL 3.1 Implementation

Training Outlines for Each Session

All staff are encouraged to attend a general session and if needed, a cross training session. Attend other sessions based on your specific job needs. If you are unsure if you should attend, please talk to your supervisor or contact a trainer for more information about the session. Please RSVP to Machelle Keen (angela.m.keen@vanderbilt.edu) for each session you plan to attend.

Training Schedule

Cross - Training - Trainers: Mary Ellen Wilson, Angel Craddock, Jo Bilyeu

• How to check the status of a periodical/serial
• How to check the status of an order
• Display Fund to check subject assignment
• Where to set Session Settings
• Check Item Status
• Display User
• Display Reserve
• Display Course

General Training - Trainer: Julie Loder

• Changing Themes or to Classic display
• Navigating the Item Search and Display wizard interface
• Setting Advanced Search features (and toggling between advanced and basic)
• Accessing Help files
• Toolbar Management
• Function Keys
• Properties (how to change)
• Printing

Basic Acquisitions - Trainers: Chris Waldrop

• Display Order (brief introduction)
• How to Modify an Order
  
• How to Receive an Order
• Add Invoice (helper)
• Add Invoice Lines (helper)
  
• How to pay an invoice for an item that has already been received
  • Add Invoice (wizard)
  • Add Invoice Lines (wizard)
  
  
• How to load an order using the Add Ordered Items to Catalog wizard
  • Using the Modify Title helper
  
  
• How to create claim and cancellation segments
• How to delete an invoice

Advanced Acquisitions - Trainer: Chris Waldrop

• How to use Display Fund (Specific Cycle) and Display Fund (All Cycles) for Acquisitions
• How to display a vendor
• How to create a basic order
• How to create a recurring order

Authorities - Trainer: Mary Charles Lasater

• Display Authority
• Modify Authority
• Add Authority
• Remove Authority
• Validate Headings

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Basic Cataloging - Trainers: Eileen Crawford, Molly Dahl, Catherine Gick

• Call Number and Item Maintenance
• Modify Title
• Item Search and Display for Cataloging
• Add Title
• Duplicate Title
• Remove Item

Advanced Cataloging - Trainers: Linda Tesar, Catherine Gick

• SmartPort
• Diacritics
• Transfer Item
• BoundWith
• Global Item Modification

Basic Circulation - Trainers: Sara Beutter

• How to Checkout or Discharge an item
• How to Transit or Untransit an item
• User Records
• Holds Management
• Bills

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Advanced Circulation - Trainers: Janet Thomason, Scott McDermott

• Item Maintenance for Circulation
• Accessing daily Circulation Reports

Basic Collection Development - Trainers: John Haar, Bill Hook, Bryan Kurowski

• How much money is left in my fund? [includes reviewing, display and interpreting fund records]
• How to Print from fund records to a file
• How to Display Vendors
• How to Display Invoices

Advanced Collection Development - Trainers: Mary Beth Blalock, Lee Ann Lannom

• How to Create, Add, Delete, Modify, and Duplicate Funds
• How to Modify Fund Budget

Reserves - Trainer: Sara Beutter

• All reserve functions will be covered in this session

Serials - Trainer: Chris Waldrop

• How to create a serial control record
• How to Modify a Serial Control Record
• How to check in an issue using the Check In wizard
• How to barcode a received issue using the Call Number and Item Maintenance wizard