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 | Part 1 Part 2 Part 3 |
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 | Part 1 Part 2 |
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 | Part 1 Part 2 |
Day 2 |
Invoicing and tax | Technical services & Acquisitions staff | Part 1 Part 2 Part 3 |
NZ concepts and cataloging policies Technical services & Acquisitions staff | Part 1 Part 2 Part 3 | | Technical services & Acquisitions staff | Part 1 Part 2 Part 3 |
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 | Part 1 Part 2 |
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 | Part 1 Part 2 |
Day 3 |
Resource Sharing Resource sharing task force introduction Concepts (configuration, rotas, workflows) Request lifecycles Miscellaneous resource sharing topics
| Fulfillment staff | Part 1 Part 2 Part 3 Part 4 |
Walk-in borrowing | Fulfillment staff | Part 1 Part 2 |
Miscellaneous circulation topics | Fulfillment staff | Video |