SWKLS UP!: Auto-Graphics New Director Training

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Auto-Graphics Training for New Directors, Session #1: January 20, 2021

Session #1 Video: Click Here

Topics Discussed

VERSO: Circ Admin Tab

  • Setting your circ policies for material types and patron categories
  • How to modify loan periods
  • How to add new material types
  • How to hide and suppress collections
  • Customizing notices to patrons
  • Writing "overdue" reports

Auto-Graphics Training for New Directors, Session #2: January 26, 2021

Session #2 Video: Click Here

Topics Discussed

VERSO: Support Tab

  • Can be used by any library staff member.
  • User and training guides are available for each tab on the staff dashboard.
  • Many videos are available, too, especially for UX Admin (splash page) = CE hours!
  • Release notes and utility downloads are located here.

VERSO: Circ Reports - Run Reports

  • Which reports to run regularly.

VERSO: Miscellaneous

  • How to set up patron text messages
  • What is the difference between "fine free" and "fine suspension"?
  • A note about brief bibs
  • Searching - scoping levels (PAC Admin)
  • Searching - filters versus facets

Auto-Graphics Training for New Directors, Session #3: January 28, 2021

Session #3 Video: Click Here

Topics Discussed

SHAREit: ILL Admin

  • Request manager and statuses
  • Global request search
  • Title browse
  • Search results
  • Multi-copy requests (e.g. for book clubs)

PAC Admin

  • Public search resources ("Z targets")

Blank ILL Requests

ILL Statistics for the State Report with Rhonda Machlan