Making the Most of Heritage (Refresher Course)
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 any 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. A supplement outlining what is new in Heritage V4.2.6 and Using Heritage Support will be included for further assistance and reference.
Presentation contents
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 Setup (managing your searchable fields)
Enquiry Index Rebuild and some advanced Rebuild solutions
Circulation
Circulation Set up – How does it all work?
Issue 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
Altering fields to mandatory
Altering the display on Issue, Return and Renew screens
Amending your pop up messages
Re-printing your Overdues
