--- /dev/null
+Conifer in one day
+==================
+:author: Dan Scott
+:copyright: 2012 Laurentian University
+:backend: slidy
+:toc:
+:numbered:
+
+Catalogue - Introduction
+------------------------
+The Child Care Resources catalogue is publicly visible on the Web at
+http://childcare.concat.ca
+
+* Currently it is using the out-of-the-box "skin" - generic links,
+ generic colours, generic logos.
+ ** I can change this relatively quickly!
+* All links are bookmarkable and should work for the foreseeable future
+* Language support for English and French
+ ** Currently defaults to English, but easy to switch on the fly to French
+ or create links directly to French
+
+Catalogue - Resetting passwords
+-------------------------------
+There are two options for resetting your password:
+
+. Have another staff member with appropriate privileges reset it for you
+. Confess to the system that you forgot your password and have it send you
+ an email
+ .. In the *Catalogue*, click *My Account* or *Log in*. The *Evergreen - My
+ Account* page opens.
+ .. On the login screen, click *Forgot your password?*. The *Request password
+ reset* dialogue opens.
+ .. Enter your user name (in the case of _Child Care Resources_, your username
+ is your email address) and click *Submit*.
+ .. Wait approximately 10 minutes and you should receive an email at your
+ email account. Password reset emails are sent every five minutes, and it
+ may take another five minutes to arrive in your inbox.
+
+Catalogue - Searching basics
+----------------------------
+* As Conifer is a consortial system, you have the ability to change your search
+ scope to search an individual library or search the entire consortium.
+ ** Default search scope for http://childcare.concat.ca is "All Child Care
+ Resources" locations
+* Search terms are automatically *AND*ed together
+* There are no stopwords; you can search for `To be or not to be`
+* Very broad searches (`canada` or `the`) may take a long time to return or
+ simply time out after 60 seconds
+* Once you have launched a search, you can use the *Advanced* button to
+ edit your existing search or create a new search in the *Classed Searches*
+ dialogue.
+ ** The *Classed Searches* dialogue exposes all of the granular indexes;
+ you can enter these directly to create your own searches
+
+Catalogue - Low bandwidth option
+--------------------------------
+* Remote users with dial-up, satellite, or similar connectivity issues
+ may prefer to use the _Basic catalogue_ (link at the bottom of the catalogue
+ page)
+ ** *Currently*: leads to an _extremely_ basic catalogue called the
+ http://childcare.concat.ca/opac/en-CA/extras/slimpac/start.html[SlimPAC]
+ ** *May 2012*: will lead to the TPAC - a full-featured catalogue (see
+ http://childcare-test.concat.ca/eg/opac/home?locg=174)
+* The TPAC will evolve to replace the current catalogue
+
+Catalogue - My Account
+----------------------
+Once you can log into your account in the catalogue:
+
+* You can change:
+ ** Your username (but please don't!)
+ ** Your email address (but please don't!)
+ ** Your password
+* You can view:
+ ** Items you have checked out
+ ** Items you have placed holds on
+ ** Any outstanding fines
+* You can modify your catalogue preferences:
+ ** Number of search results to show per page
+ ** Default search location
+ ** Default search range
+
+Staff client - Installing
+-------------------------
+Download the client from http://clients.concat.ca and install it; the default
+values should just work.
+
+Once the staff client is installed, any required updates will automatically
+be installed the next time you log in.
+
+Staff client - registering
+--------------------------
+The first time you launch the staff client, you will have to fill in several
+values:
+
+* *Server Hostname*: `childcare.concat.ca`
+* *Username*: _your email address_
+* *Password*: _your password_ (now that you've changed it)
+
+The first time you log in successfully to a new host name, you will have to
+supply a unique *Workstation* name. If this is your personal workstation, your
+username should be fine.
+
+Staff client - basics
+---------------------
+* Selecting an option from the menus generally replaces whatever is in the
+ current tab in your current window
+ ** You can open multiple tabs in a single window (*File* -> *New tab* or
+ *CTRL-T*); close the current tab with the red *X* or *CTRL-W*
+ ** You can also open multiple windows (*File* -> *New window* or *CTRL-N*)
+* *Copy / paste*: When text is displayed as [blue underline]#blue underlined
+ text#, you can usually click on it to copy it to your clipboard
+ ** Use *CTRL-V* to paste into fields; right-clicking may also let
+ you select *Paste* from the context menu.
+* *Switching accounts*: You can temporarily switch to another account using
+ the *Admin* -> *Operator Change: New* menu entry
+ ** Switch back to the previous user using the *Admin* -> *Change Operator*
+ menu entry.
+
+Cataloguing
+-----------
+* Basic structure: record -> call number -> copy
+* Import via Z39.50
+ ** Searching existing records
+* Holdings Maintenance
+ ** Call numbers - prefixes / suffixes
+ ** Item attributes
+ ** Copy templates
+ ** Printing spine and pocket labels
+* Fast Add
+* Electronic resources - located URIs
+
+Circulation
+-----------
+* Retrieving patrons
+ ** Note _opt-in_ privacy protection
+* Registering patrons
+* Checking out items
+* Returning items
+* Determining the status of items
+* Checking circulation history
+* "In-Transit" items
+
+Notifications
+-------------
+* Reminder notices and overdue notices
+* Password reset notices
+
+Reporting
+---------
+* Scheduling and running reports
+ ** Output formats
+ ** Multiple email addresses
+ ** Recurring reports
+* Creating a new report
+ ** Sharing reports
+ ** Cloning reports
+
+Support
+-------
+* Evergreen official documentation
+* Evergreen mailing lists
+* Conifer discussion group
+* Ticket system
+
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