Heritage Presentation Workshop Contents
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...


Heritage Data Management and V4.2.7 Presentation

The presentation-style workshop runs from 10am to 3.30pm with registration from 9.30am including coffee or tea and biscuits and a buffet lunch. The session focuses on a several modules of Heritage.

This course is designed to give you the tools to identify and problems with your Heritage data; address those changes using tools available in Heritage; and to test your changes have been implemented successfully. The course includes a comprehensive workbook including useful tips and examples. There will be relevant exercises demonstrated throughout the course to help you consolidate what you have learned and an opportunity to ask questions at the end of the day.

Presentation contents

  • 4.2.7 New features
    • A brief introduction to the new displays and features
    • How to Upgrade hints and tips for a successful Upgrade
  • Using the NEW Heritage Reports Wizard
    • To review your Heritage data
  • Heritage Data Management
    • Dealing with data in the wrong case.
    • Identifying Readers whose membership has expired
    • How to tidy up your Catalogue and OPAC
    • Global change and Global delete
    • Accession management.
  • Q and A open forum