Refresher Workshop (110210H)

Refresher workbook cover

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.

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 those who have been using basic Heritage functions and would like to expand their knowledge. It is also useful for those who would like a refresher to consolidate and Library handover training or Heritage beginner training they have had in the past.

The course includes:

  • Cataloguing
  • Enquiry
  • Circulation
  • Accession Management

There is also a section that will discuss some Heritage hints and tips. Some of these hints and tips will involve accessing the Management Menu. The tips themselves have been selected from our most common requests Heritage Support receive.

Course Content:


Introduction & The Cataloguing Form

  • Amending Field Lists
  • Adding to Field Lists
  • Managing Your Keywords - Editing Authority Files
  • Creating Reading Lists (Catalogue Groups)
  • Adding Websites & Images to a Catalogue Record


Enquiry

  • Searching Tips
  • Enquiry Index Set-up (Managing Your Searchable Fields)
  • Enquiry Index Rebuild and some Advanced Rebuild Solutions


Circulation

  • Circulation Set-up - How Does it All Work?
  • Issues Screen Tips
  • Overdues
  • SDI (Selective Dissemination of Information)


Accession Management

  • Accession Status and Accession Events
  • Creating a New Accession Status
  • Coping with Missing Copies
  • Deleting / Withdrawing Copies
  • The OPAC - What to do with 'None Available' Search Results


Hints and Tips

  • Amending Fields to Mandatory
  • Editing the Display on Issue, Return and Renew Screens
  • Amending Your Pop Up Messages
  • Re-Printing Your Overdues

Workshop timing

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