Vanguard October Workshop Schedule

Owned by Turnbow
Last updated: Sept 15, 2020
1 min read

Please contact your local Internal Training representative for the appointment which includes the link to the training.

Friday, October 2

Session

When

What

Who

Session

When

What

Who

Introduction

9:30 am-10:30 am

  • Workshop Overview

  • Inventory model, searching

  • User roles and tasks

All October Workshop Participants

Technical Services Overview

11 am-12 pm

  • Fund Structures

  • Vendors, accounts, interfaces, EDI

Technical Services

Monday, October 5

Session

When

What

Who

Session

When

What

Who

Ordering

9 am-10:30 am

  • Order line types

  • Ordering lifecycle

  • Ordering physical one-time; physical subscriptions, electronic subscriptions

Technical Services

Receiving, Activating

11 am-12 pm

  • Receiving one-time

  • Receiving subscriptions (with or without prediction)

  • Activating e-resources

Technical Services

Invoicing

1 pm-2 pm

  • Invoicing lifecycle and integration options

  • Creating and editing invoices

  • Taxes

Technical Services

Tuesday, October 6

Session

When

What

Who

Session

When

What

Who

Manual Cataloging and Record Management

9 am-10:30 am

  • Post-receiving processing and work orders

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

  • Authority Control

  • Item editor

Technical Services

Bulk catalog, inventory, and delivery maintenance

11 am-12:30 pm

  • Import profiles

  • PDA/DDA

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

Technical Services

Wednesday, October 7

Session

When

What

Who

Session

When

What

Who

Technical Services Q&A

9 am-10:30 am

 

Technical Services

Fulfillment

11 am-12 pm

  • Fulfillment policies and infrastructure

  • Lost item profiles and notifications

  • Blocks and overrides

  • Patron limits; loan limits

Patron Services

User Management & Notices

1 pm-2 pm

  • User records: structure, ownership, synchronization

  • Registering new users

  • Customizing and testing notices

Patron Services

Thursday, October 8

Session

When

What

Who

Session

When

What

Who

Patron Services

9 am-10:30 am

  • Loan, return

  • Fines and fees

  • Overriding blocks

Patron Services

Requests and Resources Sharing

11 am-12 pm

  • Placing and managing requests

  • Monitoring requests and work orders

  • Hold shelf maintenance

  • Other request types: digitization, resource sharing

Patron Services

Friday, October 9

Session

When

What

Who

Session

When

What

Who

Course Reserves

9 am-10 am

  • Course reserves reading list

  • Scan-in reserve management

Patron Services

Fulfillment Q&A

10:30 am-12 pm

 

Patron Services

 

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