From 488aae00f606785860606b3cbfd430e4410b1079 Mon Sep 17 00:00:00 2001 From: Dan Scott Date: Mon, 23 Apr 2012 00:36:17 -0400 Subject: [PATCH] Training materials for Child Care Resources Signed-off-by: Dan Scott --- training_in_one_day.txt | 165 ++++++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 165 insertions(+) create mode 100644 training_in_one_day.txt diff --git a/training_in_one_day.txt b/training_in_one_day.txt new file mode 100644 index 000000000..b71326377 --- /dev/null +++ b/training_in_one_day.txt @@ -0,0 +1,165 @@ +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 + -- 2.11.0