SWKLS UP!: Auto-Graphics New Director Training

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