Heritage Support Services
Recent Additions to this Site

03/07/07 Quick Tip help documents on Making Fields Mandatory, Changing Menu Backgrounds, Adding Buttons to the Reports Menu, Adding Photos to Reader Records and Removing the Reserve button from Enquiry Results.

23/05/07 Helpsheet HC36 Recording Reader Ethnic Group and HT26 Hierarchical Subjects.

08/05/07 Helpsheet HR14 on emailing letters and HT27 on adding book reviews.

23/04/07 Helpsheet HT25 on importing Weblinks in to Heritage.

18/04/07 Two new helpsheets Heritage Online 3.0 structure and settings.

17/04/07 Heritage 4.2.6b patch and helpsheets added

18/01/07 Training workshops for the first half of 2007

18/01/07 Several new helpsheets have been added relating to Heritage 4.2.6. See the New Helpsheets page for details

18/01/07 Heritage upgrade from version 4.2.5 to 4.2.6

18/01/07 Heritage Online version 3.0

Heritage upgrade from 4.2.3 to 4.2.5 and the upgrade for 4.2.4 to 4.2.5

If you are still running version 4.2.4 then you may be interested in the patch to 4.2.4a.

For users of 4.1.32, you can now make the direct upgrade to 4.2.3 of Heritage from 4.1.32.

List of earlier updates...


The Benefits of Training

It makes sense to have good quality training to get the best from your investment in Heritage.

Our Training Officers are librarians or have long experience in working with libraries. This which means that they understand how libraries work and how best to communicate the principles of IT. All training provided by IS Oxford is provided by qualified training staff.

"[I] have not had an opportunity to get in touch and compliment IS Oxford on the high level training session I attended at your magnificent premises in Oxford [...] is an excellent trainer, delivering highly relevant information at a pace and level which was comfortable [...] was very flexibile and demonstrated many advanced techniques which I am already starting to build into a comprehensive plan for the extension of the Heritage system across UHL. It was great to meet people and finally put faces to names and voices and I thoroughly enjoyed the day. I am not usually one to comment upon such things, but the session proved to be of such value that I would strongly recommend other library professionals to take advantage of this service."

Nigel Brook
University Hospitals Leicester

Your Training Options:

Training at Your Site

Available for users with their own training facilities who are keen to learn in their own environment.

Training in Oxford

At our purpose-built training suites.

'Web Trainer'

Web based telephone training for those with an immediate training requirement in a specific area of the system.

Training to Meet Your Needs

Our Training Manager is on hand to offer helpful guidance and advice on the best training solutions for your organisation. We help you to identify what sort of training will be required by each of your staff and how much. We take into consideration the different ability and knowledge levels and advise accordingly.

Contact Charlotte Knight-Benjafield on 01865 481041 or email: training@isoxford.com.

Training Day Structure

Training in OxfordA typical training program runs from 10am until 4pm, including breaks for lunch and coffee. Lunch is included in the cost of your Oxford training package. It is held at a nearby restaurant with a choice of hot and cold menus.

Course outlines are available in advance of all structured training sessions. Help sheets are also provided in a training pack for you to take away for future reference. We also provide on request a Certificate of Attendance to show who was involved in the program and the main areas covered.

We endeavour to make your training a memorable and fulfilling experience. Indeed, in our experience groups often go away from a session working more effectively as a team, as well as having improved their individual knowledge of Heritage.

A training program may consist of some of the following elements:-

Introduction to Heritage Serials Cataloguing
Catalogue Set-up Serials Management
Cataloguing Process Enquiry Set-up and Process
Create Reader Records Acquisitions Set-up
Circulation Set-up Acquisitions Process
Circulation Process Stocktaking
Overdues Process/Letters and Fines Producing Statistics/Reports
Customising the Software System Management

Training in Oxford

There are many advantages to coming to Oxford for training:-

  • Fully equipped training suites to provide hands-on access for all those involved in the day.
  • Training in Oxford 2 Your designated trainer co-ordinates the hardware and software configuration in advance, allowing you and your staff to focus on learning.
  • You can use your own library data (if you have some).
  • Escape the demands and interruptions of your busy library.
  • Access to the wider IS Oxford team such as data conversion officers, technical support team etc.

Heritage users of all abilities are welcome to our Oxford training programs. We limit all session to a maximum of four people. Experience has shown that this is the optimum number if your team are to get the very best from the day.

Training at Your Site

On-site training is perfect for those who prefer to learn in their own environment or for those who will be unable to get staff cover to come to Oxford. All on-site training sessions are structured and can be tailored to your requirements.

Penwith College Training

Training in full flow at Penwith College

To get the best out of your on-site training program it is necessary for you to provide the following:-

  • One PC for every person involved in training because hands-on experience is necessary to learn effectively.
  • Each PC should have access to a working copy of Heritage.
  • A quiet environment for you and your staff to focus on learning.
  • A whiteboard or flip chart available so that principles can be explained with diagrams or examples.

 

"Just wanted to say thanks for the training day last Thursday. We all had a really great time!"

Alex Maisey
Southgate College

"I wanted to thank you for giving us such a good day of training on Tuesday. Our library staff were very nervous before the day, but felt so much better by the end of the day!"

Kathy Christie
Borders College

Web Trainer

Web Trainer is a service available to all Heritage users where you can talk to a personal tutor on the telephone. It uses the latest technology to enable your tutor to see what you are doing on our PC screen while training you on the telephone.

Web trainerIn order to use Web Trainer all you need is a connection to the internet and a telephone (preferably with a speaker or a headset). It can be booked at short notice and at low cost.

This training service is offered in appropriate time slots, and is useful for those who need training on specific areas of the system, or need help completing a specific task or process.

The Web Trainer is easy to use and presents no security risk to your network or Heritage installation. Technical details are available for your IT colleagues if required.

Heritage Workshops

Heritage regional workshops are an ideal training solution for users who do not have an extensive training budget. There are typically ten regional workshop sessions per year. Venues include Manchester Metropolitan University and Reading Business School.

Workshop sessions are available for groups of approximately fifteen librarians from a variety of organisations. The sessions are structured with time set aside for all attendees to work through exercises to test their knowledge. Each attendee receives a Workbook outlining the content and structure of the course with accompanying exercises to take away.

This is an excellent forum to meet other librarians in your area using Heritage as well as broadening your knowledge of Heritage.

Latest details about forthcoming workshops in your local area are on the News page. If you would like more information, to make a provisional workshop booking or have suggestions about the workshop topics or venues please use the training contact form to let us know.

"I have to say that [the Ad Hoc Reports Day] was one of the best workshops I have ever attended. I found the subject quite fascinating - must get a life!! Sue and Peter were a good double act. It was entertaining, enlightening and the pace was just right. I was a little worried that it would be above my level but it was not so I now need to attend the advanced course some day."

Carole Graham
Isle of Man College

"Good idea to include a Technician in the Training Team. Enthusiastic and helpful Trainer!"

Val Bigford
City of Wolverhampton College

"Thanks for a great training day - well worth giving up one day of half term for!"

Pat Lowe
Oldbury Wells School

"I would like to say that our trainer was very patient with the group, explaining everything clearly and logically. A friendly course. I am no longer extremely frightened by the idea of stocktaking, just slightly concerned at my ability! His delivery of the course was perfectly balanced. Spending the lunch break with us, discussing other problems and concerns regarding Heritage, was extremely useful. Beyond the call of duty! He must have needed a break. I would recommend this course highly. "

Darryl Lowe
Bemrose Community School

Training Workshops

Training workshops are held at various locations around the UK during the year. All workshops are for Heritage version 4.2 and will generally be based on the latest release. The following is a list of forthcoming workshops but do keep checking back here as we will be introducing new workshops, including "Tools for Schools" during the year.

The forthcoming sessions are:


2007 Training Workshops

IS Oxford (The Chapel), Oxford

November 2nd 2007 Heritage Version 4.2+ Managing and Troubleshooting Serials - [Workshop Details] Passed

IS Oxford (The Chapel), Oxford

November 6th 2007 Heritage Version 4.2+ An Introduction to Reports -[Workshop Details] Passed

Central School of Speech and Drama, London

December 17th 2007 Heritage Version 4.2+ Tidy up your Heritage Data - [Workshop Details] Passed

IS Oxford (The Chapel), Oxford

January 31st 2008 An Introduction to Reports [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

February 7th 2008 Making the most of Advanced Reports [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

February 28th 2008 Heritage refresher day (refresher course) [Workshop Details] Book Now £225 + VAT Per Head

Isle of Man Business School

March 5th 2008 Understanding Stocktaking and Accession Management [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

March 7th 2008 Heritage for Technical Users [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

March 12th 2008 Understanding the Management Menu [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

March 13th 2008 Tools for Schools - [Workshop Details] Book Now £225 + VAT Per Head

Thomas Danby College, Leeds

April 3rd 2008 Understanding the Management Menu [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

April 8th 2008 Managing and Troubleshooting Serials [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

April 17th 2008 Heritage for Technical Users [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

May 1st 2008 An Introduction to Reports [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

May 14th 2008 Tidy up your Heritage data and version 4.2.7 presentation[Workshop Details] Book Now £175 + VAT Per Head

IS Oxford (The Chapel), Oxford

May 20th 2008 Making the most of Advanced Reports - [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

June 10th 2008 Tools for Schools - [Workshop Details] Book Now £225 + VAT Per Head

Trinity Capital Hotel, Dublin

11th June 2008 Heritage Data Management and V4.2.7 Presentation[Workshop Details] Book Now 250 Euro + VAT Per Head

IS Oxford (The Chapel), Oxford

June 17th 2008 Successful Stocktaking and Global Change [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

June 19th 2008 Managing and Troubleshooting Serials [Workshop Details] Book Now £225 + VAT Per Head

IS Oxford (The Chapel), Oxford

2nd July 2008 An Introduction to Reports [Workshop Details] Book Now £225 + VAT Per Head

Elmwood College, Fife

2nd July 2008 Successful Stocktaking and Global Change [Workshop Details] Book Now £225 + VAT Per Head

Elmwood College, Fife

July 3rd 2008 Heritage for Technical Users [Workshop Details] Book Now £225 + VAT Per Head

 

"It was an excellent day - there was loads to learn, but you made it all so straightforward we all enjoyed it."

Alison Farrar
Broadmoor Hospital

"Invaluable course - a must for all librarians. Lunch was good and we had time to discuss with other Heritage users."

Diane Nunnerley
Sir John Talbot's Technology College

Find Out More?

If you would like to find out more about the Heritage training we offer please contact our Support and Services Training Manager, Charlotte Knight-Benjafield on 01865 481041 or by email at training@isoxford.com. Alternatively you could complete the information request form to receive our latest training brochure and prices.