Vanguard October Workshop Schedule

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

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

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

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

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

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