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Functional Training
Functional training provides the basic training that is needed
in order to use Voyager for searching and navigating the system
and for learning the basic functionality of the core Voyager
modules (Acquisitions/Serials, Cataloging, Circulation, and
WebVoyáge).
Functional Training is designed to provide a solid understanding
of how Voyager works as an integrated system. Library trainers,
library decision makers, technology leaders, and individuals
at smaller libraries who may be fulfilling multiple responsibilities
or roles are strongly encouraged to attend the entire four-day
Functional Training session.
Understanding the relationship between modules and data in
the integrated Voyager library system is crucial during the
conversion period, and Functional Training provides this foundation.
While not all participants will be experts on every library
function touched on in the class, the class encourages better
decision making by expanding staff understanding about Voyager’s
integrated nature and its effect on library workflow, library
policies and practice, reference work, bibliographic instruction,
etc.
This is a necessary class for library staff who will be involved
in data review and systems administration. It is also the
introductory Voyager class for library staff who may serve
as trainers for the institution. We find that this class is
also helpful to library managers and technology leaders who
might be called upon to develop, review, or approve changes
to library policy and practice as a result of the Voyager implementation.
Participants will come away from the functional training with
a solid overview of the core Voyager modules and will be prepared
for the more advanced classes.
Audience: Participants in data review; library managers responsible
for configuration decisions at each library; library trainers;
library technology leaders; operational staff working in more
than one library functional area.
Class Length: 4 days duration
Prerequisites: Basic Windows skills
Class Size: Limited to 10 individuals (repeats available)
Room Requirements:: Teaching workstation with projection capability;
one hands-on workstation for each trainee
Voyager Overview Demonstration
This is a half-day demonstration of the Voyager system for
large groups of library staff. The purpose is to introduce
library staff to the new system, particularly WebVoyáge. In
addition, each core module is briefly covered. The demonstration
is process-driven in that attendees can watch a book’s evolution
in the system from the point of order, to receiving and payment,
to cataloging, to shelving, to circulation. The same approach
is used to demonstrate serials holdings control and circulation
desk activities. Members of the library staff come away from
the demonstrations with a sense of the look and feel of Voyager,
its terminology and record structure, and some understanding
about the integrated design of Voyager.
These sessions are a great way to launch a Voyager all-staff
training program. They also serve as a useful introduction/overview
of the system for library staff attending modular classes but
not the four-day functional training, or for computer services
staff who need a basic overview of a system for which they
have a critical support role.
Audience: Any member of the library staff. Computer services
staff can also benefit.
Class Length: ½ day duration
Prerequisites: None.
Class Size: Up to 50 individuals maximum (repeats available)
Room Requirements: Large, lecture room. Teaching workstation
with projection capability.
Level One Cataloging Modular Training
The Level One Cataloging Modular class provides training in
the use of the online cataloging module. The class will take
an in-depth look at searching and display of the authority,
bibliographic, and holdings records in Voyager. MARC record
editing and data validation is taught using a combination of
demonstration and hands-on exercises. Other topics include
client preferences, templates, holdings statements, record
import possibilities, duplicate detection, cataloging systems
administration, and more.
Audience: Participants in
data review; library trainers; cataloging staff at large; cataloging
managers.
Class Length: 2 days
Prerequisites: Basic Windows skills;
familiar with the MARC format; Functional training and/or overview
demonstrations.
Class Size: Limited to 10 individuals
(repeats available)
Room Requirements: Teaching workstation with
projection capability;
One hands-on workstation for each trainee.
Level Two Cataloging Modular Training
Reviewing and building on the topics covered in the Level
One Cataloging class, this class moves on to advanced cataloging
topics. This agenda is reviewed in advance with the customer
and modifications can be made.
A typical agenda includes:
- High-level review of the cataloging client and functions
taught in Level One
- Global headings change routines (authority control utility)
- Bulk record import, export, and delete
- Duplicate Detection
- Bibliographic record linking
- Creating and managing analytics
- Creating and managing Bound Withs
- Pick and Scan (editing utility used for mass edits to items
and associated holdings)
- Cataloging systems administration
- Maintaining your MARC tables
Audience: Participants in data review; library trainers;
cataloging staff at large; cataloging managers.
Class Length: 1 day
Prerequisite: Level One Cataloging Modular Training
Class Size: Limited to 10 individuals (repeats available)
Room Requirements: Teaching workstation with projection capability;
One hands-on workstation for each trainee.
Level One Acquisitions/Serials Modular Training
The Level One Acquisitions/Serials Modular class will provide
training in the use of the acquisitions/serials module. The
major areas covered are ledgers and funds, creating purchase
orders and line items, receiving, invoicing, serials prediction,
claiming, MFHD record, and bindery maintenance.
Audience: Participants in data review; library trainers;
acquisitions/serials staff at large; acquisitions/serials department
managers; fund managers.
Class Length: 2-3 days duration (depending upon customer
needs)
Prerequisite: Basic Windows skills; Functional training and/or
Overview demonstrations.
Class Size: Limited to 10 individuals (repeats available)
Room Requirements: Teaching workstation with projection capability;
one hands-on workstation for each trainee.
Level Two Acquisitions/Serials Modular Training
Reviewing and building on the topics covered in the Level
One Acquisitions/Serials class, this class moves on to advanced
topics appropriate for your high-level acquisitions/serials
staff. This agenda is reviewed in advance with the customer
and modifications can be made.
A typical agenda includes:
- High-level review of the acquisitions client and functions
taught in Level One
- Gathering data from your ledgers and funds
- Making changes to your ledger/fund structure
- Advance purchase order topics such as extended fund allocations
- Managing standing orders
- Managing orders for monographic sets and series
- Managing memberships
- Publication pattern maintenance
- Electronic data exchange
- Embedded order data
- Fiscal period close and rollover.
Audience: Participants in data review; library trainers;
acquisitions/serials staff at large; acq/serials department
managers, fund managers.
Class Length: 2 days
Prerequisite: Level One Acquisitions/Serials Modular Training
Class Size: Limited to 10 individuals (repeats available)
Room Requirements: Teaching workstation with projection capability;
one hands-on workstation for each trainee.
Level One Circulation Modular Training
The Level One Circulation Modular class will provide training
in the use of the circulation module, particularly as it relates
to front desk routines. This class will provide a solid introduction
to WebVoyáge searching, working with search results, printing/emailing/saving
records, MyOPAC, and patron information. Getting comfortable
with the circulation client, library staff will learn to retrieve
and display patron records, item records, and MARC records,
and will learn about these record relationships.
The following circulation functions are covered in some detail:
charge, renew, discharge, backdating discharges, fines and
fees, holds and recalls, and course reserves. Cataloging
is discussed as it pertains to circulation activities. The
class concludes with a demonstration of the Reporter client
and the pre-packaged circulation reports.
Audience: Participants in data review; library trainers;
circulation staff at large; circulation managers.
Class Length: 2 days
Prerequisites: Basic Windows skills; Functional training
and/or Overview Demonstrations.
Class Size: Limited to 10 individuals (repeats available)
Room Requirements: Teaching workstation with projection capability;
one hands-on workstation for each trainee.
Level Two Circulation Modular Training
Reviewing and building on the topics covered in the Level
One Circulation class, this class moves on to advanced topics
that are more relevant to back office activities. This agenda
is reviewed in advance with the customer and modifications
can be made.
A typical agenda includes:
- High-level review of the circulation client and functions
taught in Level One.
- Systems administration (operator security, calendars, patron
groups, and loan matrices)
- Pick and scan ( an editing utility available for mass editing
of item records)
- Handling stack searches
- Processing missing and lost books
- Pseudo-patron records
- Creating customized reports.
Audience: Participants in data review; library trainers;
circulation staff at large; circulation managers.
Class Length: 1 day
Prerequisite: Level One Circulation Modular Training
Class Size: Limited to 10 individuals (repeats available)
Room Requirements: Teaching workstation with projection
capability; one hands-on workstation for each trainee.
Voyager Systems Administration
The EISI Project Manager provides most of the instruction
in the Voyager Systems Administration utility as part of the
implementation process. In addition, the Systems Administration
tool is demonstrated to some extent in the modular classes
so that participants understand the “cause and effect” of decisions
made as part of the implementation process.
This class will provide an in-depth review covering such topics
as cataloging policy definitions, locations, call number hierarchies,
etc. It is designed for those individuals directly responsible
for Voyager Systems Administration, as a review session.
Audience: Library staff members responsible for Voyager Systems
Administration
Class Length: 2 days in length
Prerequisite: Functional Training
Class Size: Limited to 10 individuals (repeats available)
Room Requirements: Teaching workstation with projection
capability; one hands-on workstation for each trainee
WebVoyáge Customization
This class provides training on those features of WebVoyáge
that can be customized to meet the needs of library patrons.
Topics covered depend to some extent on the skills set of the
staff attending the course and the level of local customization
planned by the institution. This agenda is reviewed in advance
with the customer so that modifications can be made.
A typical agenda includes:
- WebVoyáge (current status of installation; desired outcomes)
- Terminology and concepts
- Voyager Systems Administration as it relates to WebVoyage
and Indexing
- Global WebVoyáge page appearance configuration
- Customizing individual WebVoyáge pages
- Questions and Answers
Audience:
Library staff members responsible for the configuration of
WebVoyáge
Class Length:
2 days
Prerequisite:
Basic knowledge of Unix Commands and Navigation; familiarity
with the Voyager System Administration Module; knowledge of
MARC record formats and fields.
Class Size:
Limited to 10 individuals
Room Requirements:
Teaching workstation with projection capability; one hands-on
workstation for each trainee
Voyager Reports: Pre-packaged and Library Customizations
The Voyager system comes with a number of pre-packaged cataloging
reports that are created using the Reporter Client. In addition,
dozens of customized reports can be generated using MS Access
to send queries to the Voyager database.
At some libraries, library staff request basic help on configuring
and using both the Reporter client and MS Access. If desired,
this basic training can be delivered in a single day. Topics
include an overview of Voyager reporting capabilities, customizing
the pre-packaged forms to display or print the Library’s logo
and/or header, loading and configuring the ODBC drivers, getting
comfortable with the printed reporting tools (database dictionary
and entity-relationship diagrams), and using the pre-packaged
report queries.
Many libraries request training on using MS Access to develop
sophisticated queries against the Voyager database and then
massaging the results within MS Access. This training can
be delivered in two days. Tools, concepts, and processes are
covered in the course of class, utilizing considerable hands-on
experience to drive home the techniques and concepts. In the
first day, hands-on exercises lead participants through the
essential concepts. By the second day, participants are increasingly
able to develop sophisticated queries on their own.
Audience:
Library trainers; System Administrators;
Department heads, library staff responsible for reports and
forms.
Class Length:
1-3 days duration (class length will be determined specifically
for a customer)
Prerequisite:
Basic familiarity with MS Access; Voyager functional training
or one modular class.
Class Size:
Limited to 8 individuals (repeats available)
Room Requirements:
Teaching workstation with projection capability; one hands-on
workstation for each trainee.
Universal Borrowing (extension product)
The Universal Borrowing class typically takes two days. At
the end of the class, participants have a solid understanding
about the way the Universal Borrowing product works and have
had some practice using it.
A typical agenda includes:
- Define Universal Borrowing, in general
- Discuss communication among participating libraries
- Call Slips
- Examine Systems Administration configuration choices
- Universal Borrowing Request Promotion
- Walk through multiple patron scenarios
- Make patron-initiated requests
- Check material in and out using UB
Audience: UB project
manager, staff responsible for System Administration & WebVoyáge,
and Circulation trainers, manager, and staff
Class Length: 2 days
Prerequisite: Functional
Training and/or Circulation Modular
Class Size: Limited
to 8 individuals (repeats available)
Room Requirements: Teaching workstation
with projection capability; one hands-on workstation for each
trainee.
Interlibrary Loan Module (extension product)
The Interlibrary Loan class typically takes two days. At
the end of the class, participants have a solid understanding
about the way the Interlibrary Loan extension product works
and have had some practice using it.
A typical agenda includes:
- Review the ILL module architecture and technical requirements
- Discuss ILL in the context of the Voyager modules and WebVoyáge
- Creating ILL Request forms
- Configuring ILL Request and ILL Management for local practices
- Retrieving and sending requests from ILL Request
- Discuss and demonstrate workflow related to ILL (e.g. using
OCLC ILL subsystem)
- Circulating ILL receipts in Voyager
- Reviewing ILL real-time request information in WebVoyáge
- Billing
- Reports and Statistics
Audience: ILL
project manager, staff responsible for System Administration & WebVoyáge,
ILL and Circulation staff, Cataloging staff.
Class Length: 2 days
Prerequisites: Circulation
Module training and/or Overview Demonstrations
Class Size: Limited
to 8 individuals (repeats available)
Room Requirements: Teaching workstation
with projection capability; one hands-on workstation for each
trainee.
Media Scheduler (extension product)
The two-day Media Scheduler class provides training in media-related
activities, including media use by patrons as well as scheduling
rooms. Topics include: System Administration Set-Up (e.g.
media policy groups), Media Scheduling Modes, Inventory Management,
Booking, Schedule Monitor, Delivery & Clean Up Notification,
Pick-Up slips, Scheduling Rooms, Media Function in the Voyager
Circulation Module, and Reports and Notices.
Audience:
Library’s Media Scheduler Project Manager, Media Center Manager,
and Media Center staff, Circulation staff.
Class Length:
2 days
Prerequisites:
Basic Windows skills; Voyager Overview demonstrations
Class Size:
Limited to 8 individuals (repeats available)
Room Requirements:
Teaching workstation with projection capability; one hands-on
workstation for each trainee.
Consulting Services and/or Follow-Up Voyager Training
Many customers find it useful to contract for a certain number
of consulting hours or days. The Manager of Curriculum Development
works with the customer contact to create a customized consulting
agenda or follow-up Voyager training for a specified number
of staff members.
Here are some sample consulting topics:
- OPAC Indexing -- Review and discuss index search options
in WebVoyáge.
- WebVoyáge Screen Design Process – Review screen design
options, how to collect and apply usability information,
managing changes to your Web design, etc.
- Training all library staff -- Help in developing training
plans for the staff at large. Support for executing a staff-wide
training program (both one-time and ongoing).
- Technical Services Work Flow Optimization
- Electronic Resources Management in the context of Voyager
- Q&A - Information question and answer sessions to review
and discuss existing features of the software.
The audience, class length and size, and prerequisites are
worked out in advance along with the specific agenda.
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