Vanguard October Workshop Schedule

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

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

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

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