Orbis2 Training Notes

December 11th, 2002


Those of you who made today's meeting about training, thank you.  Those of  you who didn't find below notes from the meeting.  Give me a call or send  email if you have any questions.


 At your earliest convenience please setup a meeting with the Chair of your

 Imp Group.  Chairs are:

 Cindy Crooker - Acq

 Shawn Steidinger - Circ

 Patricia Thurston - Cat

 Ellen Cordes - OPAC


You can find additional documentation, a KnowledgeBase, and instructions for signing on the Voyager-L at:  support.endinfosys.com.


 Contact your group's chair for logon instructions.






 In general, you will be working with NELINET to design the Orbis2 training. 

They will conduct the classes and prepare most of the documentation, but you will be preparing Yale-specific documentation for them.


 General Information:

 Right now the training plan calls for 3 kinds of classes:

 1) A general, lecture-style class in staff-use of the online catalog

 2) Hands-on, small group class in each module for those people who use the module, i.e., Acq for Acq people, Circ for Circ  staff, Cat for cat staff.

 3) Hands-on, small group class in how to search and interpret modules for staff who do not specialize in the module, i.e., Circ for non-circ staff, Cat for non-cat staff, etc.


 I am aware that we will also need to create training classes for new staff, i.e., staff who do not know anything about NOTIS.  Also need to create training for depts who will be using a module for the first time, e.g., departments that currently do not circ on NOTIS but want to circ on Voyager.

 Both of these training classes will be designed AFTER the general Orbis2 training is in place, i.e., you don't have to worry about them.


Prior to the Orbis2 training, expert users will evaluate basic windows skills of staff and will coach staff who need to improve their skills. 

Staff who are still having trouble with windows skills once Orbis2 training starts will be registered for a separate class in which we ensure there are lots of support trainers circulating to help people.


 The order in which the Orbis2 training will be conducted is very specific:

 - It will be conducted in the order in which the modules will go live: Cat, Acq and Circ last

 - Managers and front-line supervisors will be trained first so that they will be ready to coach their staff.

 - As much as is possible we will train whole departments at once so that everyone will start practicing together.


Training will be conducted in the test YALE database that will be created in Feb.  It will include conversions of ALL Yale records from ALL Yale files. 


 Right now we anticipate that ALL training will take place at the Mudd SCML.


 The library is hiring a Trainer for a 1-2 yr. term position to work on supporting Orbis2 training. 


 Stuff you have to do:

 1) Determine what we should offer in a training program and what we should not. Examples:

 - Only the Business Office creates ledgers and funds.  We need to train Acq staff and those who use Acq in how to search and interpret ledgers and funds, but we do not need to include creating and updaing ledgers and funds in a general training package.

 - Only fiscal support updates the currency tables.  We do not need to include this function in the general classes.

 - Only Privileges sets up Proxy patrons.  We do not need to include setting up proxy patrons in training.  (Using them we have to include).

 - Only 3 units create patron records.  Let's plan on a small patron record creation training that Yale staff will conduct. No general training on patron record creation.  Do need training in record updating.

 - Notice and forms printing will probably be limited to a few people. 

 Again, Yale staff will take care of this training.

 - Course reserves.  We are expecting lots of new features in course reserves and they won't be here until July 2002.  Right now I think we should not try to design a course reserve training class for the Spring using the old module.  We should do a crash course in course reserves in July and Aug for those people who need it.


 You will come up with more examples are you review the Endeavor training and work with the documentation and module.


 2) Coordinate with rest of the Implementation groups to establish YALE workflows.  This step is very important.  We need to start finding the most efficient way to do our work, document these steps, and incorporate them into training. Document Yale workflow for incorporation into the training.


 3) Coordinate with rest of Implementation groups to establish Yale SysAdmin values.  Document for incorporation into the training.


 4) Document preferences (client settings). 


 5) Determine if you need and how you will use the other modules.  For example, if you work in circ do you need the Acq and Cat clients and if so, for what?


 6) Determine training content, review and revise training classes.


 7) Determine content, review and edit the documentation created by NELINET


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