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2019 ILS Training: Agenda & Timeline

Objectives

  • Strengthen our ILS knowledge and optimize our efficiencies.
  • Understand and assess our knowledge assets to maximize performance.
  • Share experiences and lessons learned with colleagues, get questions answered and standardize processes. 

Agenda

 January 15-17, 2019 ILS Training Agenda
Date Topic
Tuesday, Jan. 15 (0800-0930) Agenda & Q&As
Tuesday, Jan. 15 (0945-1130) USMC ILS Architecture & SirsiDynix Product Roadmap
Tuesday, Jan. 15 (1230-1330) Symphony 3.5.3 Key ILS Enhancement Features
Tuesday, Jan. 15 (1345-1630) Analytics
Wednesday, Jan. 16 (0800-0945) LibGuides & Enterprise: How to Manage Your Public Resources
Wednesday, Jan. 16 (1000-1130) Additive Manufacturing
Wednesday, Jan. 16 (1230-1630) Offline Mode & Simple Inventory Management
Wednesday, Jan. 16 (1500-1630) Cataloging
Thursday, Jan. 17 (0800-1000) Resource Sharing
Thursday, Jan. 17 (1010-1200) Requests Module
Thursday, Jan. 17 (1300-1400) Symphony Reports
Thursday, Jan. 17 (1410-1545) Holds & Symphony System Policies
Thursday, Jan. 17 (1600-1630) Finale: Questions, Answers & Takeaways

Timeline

Training Timeline

  • An overview of the USMC ILS hardware and software architecture and a description of how these components operate as a cohesive system.


  • A review of SirsiDynix's future product releases, services and strategic plans. We will discuss the timeline of planned features and functionalities for products used by the USMC MCCS Libraries.


  • A review of significant new enhancements implemented in Symphony since the latest ILS upgrade from version 3.5.0 to 3.5.3.


  • We will explore analytics as a tool to track internal assets, measure and analyze common trends, usage and behavior.  The focus will be on key metrics to measure performance and benchmark desired results.  Both historical and current data will be sliced and diced to uncover hidden insights. 

  • LibGuides & Enterprise: How to Manage Your Public Resources


    A practical primer on how to take apart LibGuides and Enterprise to design and develop online resources for your library users.


  • We will explore the nuts and bolts of additive manufacturing and cover key components, materials and processes involved in 3D technology.

  • Offline Mode & Inventory Management 


    How to manage circulation activities when the system is down and perform an easy inventory of your collection while keeping your library doors open.  Tools and techniques will be explored.


  • In this session, you will learn how to use the core features of SmartPort, SkyRiver, BLUEcloud Cataloging and alternative ways to acquire bibliographic MARC records.


  • An introduction to Symphony Request module with an overview of navigating this module in the WorkFlows client such as adding, modifying, and deleting requests and related reports.  Internal library loan policies and procedures will be reviewed.


  • In this session, you will learn how to run, schedule and access Symphony reports. You will be introduced templates, as well as useful reports such as lists, statistical counts, historical transactions, exporting bibliographic records, and patron notices.  Exporting data in Microsoft Excel format will also be covered.


  • Multi-library Hold policies in Symphony will be discussed and defined in order to improve the holds workflow currently adopted by the USMC libraries. Hold operations will be explained. Hold management reports, features and best practices will be discussed.

  • Finale


    A recap of topics covered during our training.  Questions, answers and takeaways. Anything learned or adopted you would like to share with everyone (e.g. success stories, what works, what does not, requesting new features, etc.)