Exploring the Management Menu (031209H)

Management menu workbook

The session focuses on several Modules in 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 session is aimed specifically for the librarians who will be maintaining the management system of Heritage, including housekeeping tasks and indexes.

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

  • Editing Authority Files (tidying up Keywords and Subjects)
  • Editing Messages
  • Enquiry Index Set-up (managing your searchable fields)
  • Enquiry Index Rebuild with Advanced Rebuild Solutions
  • Altering Fields to Mandatory
  • Customising the Issue, Return and Renew Screen Display
  • Amending Pop Up Messages
  • Editing Look-ups
  • Using Functions to Build Specific Log on Levels
  • The Event Scheduler

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.