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HELM Migration

Zoom Link

All sessions will be held at the Zoom link below.

https://us02web.zoom.us/j/2623948971?pwd=QUF2b2hYeVRQMTFYdFpuTENEUE5Gdz09

Live Training Agenda

HELM Migration 2021 Training - Day 1 (April 13)

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


HELM Migration 2021 Training - Day 2 (April 14)

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