Day 1 | | Video Links |
Ordering and Receiving Introduction, lifecycles and policies Ordering physical single title and standing orders Receiving one-time orders Temporary new books location
| Technical services & Acquisitions staff | |
Institutional e-acquisitions workflows Activating collections from the CZ Ebooks: activating and (optionally) loading records E-resource task list and management
| Technical services & Acquisitions staff | |
Centralized e-acquisitions workflows Chancellor’s Office introduction Concepts and shared data (vendors, licenses) Individual institutional purchase workflows based on shared records
| Technical services & Acquisitions staff | |
Day 2 |
Invoicing and tax Billing, payment, and synchronization Tax and use tax
| Technical services & Acquisitions staff | Part 1 Part 2 Part 3 |
NZ concepts and cataloging policies Chancellor’s Office introduction Overall scope of policies Administration and communication
Policies and Principles
| Technical services & Acquisitions staff | Part 1 Part 2 Part 3 |
Manual cataloging workflows Cataloging within the acquisitions framework Working from Connexion
| Technical services & Acquisitions staff |
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Import profiles Importing to NZ Match/Merge Choices Multi-match handling options Unlinking bibs from CZ EOD and inventory creation Gov docs and local portfolios deduped against NZ
| Technical services & Acquisitions staff |
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Bulk data updates Inventory / user / other update jobs, withdrawals Normalization rules syntax and usage Shared configuration (import profiles, norm rules, bulk NZ update responsibility)
| Technical services & Acquisitions staff |
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Day 3 |
Resource Sharing Resource sharing task force introduction Concepts (configuration, rotas, workflows) Request lifecycles Miscellaneous resource sharing topics
| Fulfillment staff | |
Walk-in borrowing Loan and return to remote patron Return in the wrong library
| Fulfillment staff | |
Miscellaneous circulation topics Lost and missing workflows Fine and fee management Wrap-up; Q&A; next steps
| Fulfillment staff | |