Managing and Troubleshooting Serials

The workshop runs from 10am to 3.30pm with registration from 9.30am. It includes coffee or tea and biscuits and a buffet lunch.

Introduction

The session focuses on several modules of Heritage.

All sessions include a tutorial with hands-on practical exercises. Where possible, these are based on the data in the Demonstration Dataset which is available in your copy of Heritage. The workbooks can be used again at your site by other Library staff if required.

The Workshop includes practical exercises throughout the day to consolidate what you have learnt.

Who should attend?

This Course has been designed and written for experienced Heritage users who are comfortable with cataloguing but have perhaps just purchased or just started using Serials Module. It is also useful as a refresher course for anyone who is familiar with the Serials Management Module. The aim of this workshop is to explain the process involved in successfully using the Heritage Serials Management Module to generate future serial issues for receipt. It will also teach you how best to generate future issues, receive them and how to manage change using the Serials Management Module. A full understanding of the module is essential before you attempt to create real library records. This workshop will give you the solid grounding you need for successful management of your serials stock and also the ability troubleshoot potential problems with your serials data.

Some of the topics this Workshop will cover are as follows:

 

• Generating Future Issues Using:

1. Serial Title
2. Serial Issue
3. Serial Copy

• The Vital Data Entry Fields

• Receiving Serials:

1. Receive Function
2. Modifying Serials on Receipt
3. Receiving Multiple Copies

• Routing Lists:

1. Using Circulation Lists

• Troubleshooting & Management
• Using Serial Receipts as a Tool - Have I got it right?
• Coping with Change
• Claims
• How 'Due Date Offset' Works
• Exercises