We have implemented on-line training for ResourceMate®! We’ve had a lot of interest in it, but are looking for more feedback. Please take a look at the following outline and send any comments you may have to sales@resourcemate.com.
Training workshops will be one hour long (3:30 pm Eastern) and consist of a tutorial section and in most cases a small question and answer period. Attendees will log into the training site where they can listen and view the live workshop with some ability to participate. There will be 16 different workshops and users can go to as few or as many they would like. The workshops will be:
- Cataloging Basics
Navigating the ResourceMate 3.0 Item screen
Entering new items using the following methods (ISBN retrieval, Library Search, Manual data entry)
Customizing the list of libraries for searching
Setting default values for print cards and labels data entry fields
Accessing on-line Help
Upcoming Dates: Feb. 2, 2010, March 2, 2010, June 8, 21010, Sept. 7, 2010, Oct. 5, 2010, Nov. 2, 2010
- Printing Labels and Cards
Data printed on labels and cards
Setting print switches
Generating labels & cards
Print labels/cards
Clear print switches
Upcoming Dates: Feb. 9, 2010, June 15, 2010, Oct. 12, 2010
- Advanced Cataloging
Entering Multiple copies
Copy from existing items
Add and edit Resource Types
Correct mistakes by making global changes
Use advanced searching techniques
Create user defined fields
Upcoming Dates: June 22, 2010, Sept. 21, 2010
- Bar Coding
Barcode types
Assigning and applying (Items and/or Patrons)
Circulation Using Barcodes
Searching by Barcode
Year End Inventory
Upcoming Dates: April 13, 2010, May 25, 2010, Oct. 19, 2010
- Circulation
Entering Patron Records
Setting the Check Out Period
Checking Out and Checking In
Renew an Item
Waiting/Reserve Lists
Checked Out Items Reports & Mail Out Reminder
Upcoming Dates: March 9, 2010, May 4, 2010, Nov. 9, 2010
- Year End Inventory
Year End Inventory Overview
Some Things to Consider Before You Start Your Inventory
Creating the Inventory File
Loading the Inventory File into ResourceMate
Generate and Print Year End Inventory Reports
Upcoming Dates: June 1, 2010, Dec. 7, 2010
- Automating your library from scratch - better get started now
Culling
How are you going to enter your items into the database?
Thoughts About Barcoding Your Library
Entering Patrons
Upcoming Dates: June 29, 2010, Dec. 21, 2010
- Volunteers
Setting up a Volunteer Installation
On the Main Computer - Setup and Export to Volunteer
On the Volunteer Computer - Install and Update System from Main Computer
Volunteer Entry
On the Volunteer - Enter Items & Patrons and Export to Main Computer
On the Main Computer - Import the Volunteer file and Create Confirmation
On the Volunteer - Process the Confirmation file
Other Considerations - accession numbers, barcode numbers, multiple copies
Upcoming Dates: March 23, 2010, Sept. 14, 2010
- Report Basics
Generate and print basic reports
Use Advanced Searching Techniques with reports
Customize reports (add a comment, select title/header/footer, sort order)
Edit Report Preferences
Change the logo on reports
Save reports in different file formats
Upcoming Dates: May 11, 2010, Nov. 16, 2010
- Modifying Reports
Change Font - Size, Attributes, Colors
Change Fields Printed
Adding a Column
Modify Title/Header/Footer
Explain bands in a report with a field triggered header and footer such as group by resource type
Modifying Text Message on Mail Out Reminders
Upcoming Dates: April 27, 2010, Sept. 28, 2010, Dec. 14, 2010
- The Grid
Grid Options
Field Selection
Re-Order Columns
Sorting - Power Grid and Simple Grid
Searching
Save and Retrieve Layout
Export (Plus)
Print (Plus)
Upcoming Dates: April 20, 2010, Oct. 26, 2010
- Add-On Modules
Upcoming Dates: Feb. 16, 2010, Nov. 23, 2010
- Maintaining Your Library
Backup and Restore
Sending Backup for Off-site Storage
Change Utility
Authority Lists
Lost Item Processing
Status - Lost, Missing, Withdrawn
Re-Index
Culling Items
Reports - Statistics, Replacement Value, Circulation History (Plus)
Inventory
Patrons - Graduating Students
Upcoming Dates: Nov. 30, 2010
- ResourceMate® on Your Network
Installation Options
Benefits of Data on the Network
Benefits of Everything on the Network
Mutli user Licenses
Patron Search Licenses
Anti-Virus Configuration
Firewall Settings
Desktop Shortcuts - when the UNC is needed instead of mapped drive
Upcoming Dates: May 18, 2010
- Installation and Set Up
Installation Options
Vista from an Older Installation CD
Benefits of Data on the Network
Benefits of Everything on the Network
Anti-Virus Configuration
Firewall Settings
Upcoming Dates: March 30, 2010, Aug. 31, 2010
All online workshops will provide video through your computer's web browser (requiring internet connection) where you can see actual procedures done on a ResourceMate® program (not just a slide show). Audio will accompany through your phone line. To access the audio portion of the presentation, you will call a toll free 800 number.
Each workshop will cost $35 dollars, while picking any two or more gets you a $5 discount per workshop attended. They will be offered at various times throughout the year to make them more accessible to our users. Keep checking this web page for more news on training!
Due to a limited number of spots, call 800-815-8370 to Register.
