Acquisitions Training Module
- Sandhya Panicker (Unlicensed)
- Paul Diskin
Training Topic | Pre-Training (Y/N) | Training Goal | Learning Objective | Mode of Training (Self-guided, peer, or group) | Activity Duration (hours) | Total Duration (hours) |
Module 1 6/22-7/16 Self-paced | Yes | Introduction to the systems | Acclimating to the new ILS | Videos (ExLibris), open houses, Documentation review | 5 hours |
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Module 2 Training Session July 2nd 11-12pm Focus on Topic Last two weeks of July | No | Zoom Link: https://princeton.zoom.us/j/93458756726 Pre Order searching/Bib Record import and POL creation and packaging | Start the process of ordering | Exlibris video, Small group, Princeton video, Activities | 1 hour |
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Module 3 Training Session July 2nd 11-12pm Focus on Topic Last two weeks of July | No | Zoom Link: https://princeton.zoom.us/j/93458756726 Firm Order and Approval receiving | Check in books from firm orders and Approval shipments. Using the Work order procedure. | Exlibris video, Small group, Princeton video, Activities | 1 hour |
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Module 4 July 7th 3:00pm and September | No | Zoom Link: https://princeton.zoom.us/j/94041820468 Creating/Ordering from a Template | Creating POL from scratch with no loaded records. Used for certain approval where the material comes in first and then we make the order. | Video | 1 hour |
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Module 5 7/2/21 10am | No | E-Book processing, Firm order and Approval | To do the necessary steps needed for Ebooks including ordering. | Small group, Joe Marciniak, Carlos, Debby, Lena, Debbie S, Chiu Hui, Heidi | 1 hour |
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Module 6 August | No | Serial Check-In | Process incoming issues, adding volumes on receipt for print serials and sets. | Small group, one on one | 1 hour |
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Module 7 August | no | Print Periodical Volumes adding | Dealing with work orders from branch libraries to binding preparation. | Small group, one on one | 1 hour |
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Module 8 September | No | Order Maintenance ie. claiming and cancelling | Claiming and cancelling of monographs, standing orders, subscriptions. | Small group, one on one | 1 hour |
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Review Exercise |
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Module 9 Finance Session |
| Invoice prep | To do the necessary setup of an order to be paid | Small group, one on one, Video | 1 hour |
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Module 10 7/27-8/3 |
| Selector Training General Overview Session | (Combine with Cataloging?) Approval review. View only profile. Pre order Searching | Large Group session, Team up with Rex | 1 hour |
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Module 11 |
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Evaluation |
| New work will be reviewed by the supervisor and feedback given there. |
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Estimated Total Hours | 13 |
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