Understanding the Management Menu
The workshop runs from 10am to 3.30pm with registration from 9.30am including coffee or tea and biscuits and a buffet lunch.
All sessions include a tutorial followed by a Q&A session at the end of each section. Where possible, all exercises in the workbook 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 if required.
This workshop is aimed specifically for the librarians who will be maintaining the management system of Heritage including housekeeping tasks and indexes.
Presentation contents
- 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.
