All sessions will be held at the Zoom link below.
https://us02web.zoom.us/j/2623948971?pwd=QUF2b2hYeVRQMTFYdFpuTENEUE5Gdz09
10:00-10:15 Welcome and introductions
10:15-10:45 Introduction to HELM policy creation, governance and committees [HELM internal overview]
10:45-10:55 Break
10:55-11:15 Introduction to the staff client
Explanation of modules
Set library
Basic search (top bar)
Advanced Search
Item Search
11:15-12 Patrons
Patron Groups - overview
Default options
Patron record
Username, barcode and password
HELM staff patrons
Patron overlay
Searching
Creating
Merging
Patron record practice
12-1 Lunch
1-2:15 Circulation
HELM Policy
Introduction to Circulation and Fine Rules
Charging and checkin
Renew items
Claims returned
Overdue and lost handling
Review Overdue reports
Fast add catalog records
2:15-2:25 Break
2:25-2:55 Fines
Overview of HELM fine policies
Lost items policy and procedures
Charge fines
Collect fines
Accounts
Manual invoices
Fines practice
2:55-3:10 Break
3:10-3:25 Holds
Placing holds for patrons
Holds queue management
3:25-3:45 Course reserves
Review course reserves page and link options
Searching and filtering
Departments, course, instructors, items
Online resources
Fast add
Build course reserves
3:45-4:00 Q&A
OPAC
10-11 Cataloging
HELM Policy
Introduction to Item Types, shelving locations and collections
Cataloging options
Cataloging practice
Original
Copy cataloging using z39.50 connection
Tools
Batch item modification
Stage and import records
Staging and batch practice
11-11:10 Break
11:10-11:35 Reports and statistics
Overview
Searching and filtering
Running reports and statistics
Creating reports
HELM policy
11:35-12:15 Tools
Label creator
Batch processes (patron mod, item mod)
Stage MARC for import
MARC modification templates
Calendar
12:15 - 1:15 Lunch
1:15-2 Serials
HELM Policy
Create serials record
Set prediction pattern
Receive serial
2-2:15 Break
2:15-3 Acquisitions
Funds, budgets
Orders
Receiving
3-3:10 Break
3:10-3:30 Review of next steps and timeline
3:30-4 Q&A