Best Practices Institute Workbook Project Workflow...آ  Collaborate: Jing’s older siblings – Snagit

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  • Workflow Toolkit

    Made possible by our Strategic Partners

    2013

  • Workflow Toolkit Table of Contents

    Worksheets

    Quick Reference

    Collaborative Technologies

    Notes from you library visit

    Borrowing

    Alias & Unmediated Article Processing

    Buy vs Borrow

    Copyright

    Custom Holdings

    Direct Request

    Email Notifications

    Lender Address Maintenance

    Odyssey Trusted Sender

    Patron Authentication

    Web Circulation

    Document Delivery

    Delivering Items in Your Physical Collection

    Delivering Locally Held E-Journal Articles

    Lending

    Article Exchange

    Effective Billing: IFM & Billing Manager

    Lending E-Journal Articles

    Universal

    Adding a New IDS Project Member

    Addons

    Custom Queues

    Customizing Layouts

    Email Routing

    Network Scanning

    Odyssey Helper

    Print Templates

    Shared Servers and NVTGC

    Stale Request Processing

    System Alerts

    Working with Library Groups

  • Quick Reference

    My ILLiad (OCLC Hosted)

    My ILLiad URL: http://

    _______________________________________________ .illiad.oclc.org

    My campus IP ranges: _____ . _____ . _____ . _____ to _____ . _____ . _____ . _____

    SQL server name: ________________________________ Database: ___________________

    My ILLiad (Locally Hosted) If your installation is NOT OCLC hosted, write in your support person:

    Name:

    ________________________________________________________________________

    Email:

    ________________________________________________________________________

    Phone:

    _______________________________________________________________________

    My ILS (Catalog)

    ILS vendor & product name:

    __________________________________________________________

    Server address: ________________________________________Port: ___________

    Z39.50 username:

    ______________________________________________________________

    Z39.50 password:

    ______________________________________________________________

    Quick Reference - 1

  • Need Help? ILLiad documentation: http://prometheus.atlas-sys.com Atlas Systems Training: http://www.atlas-sys.com/staff-training/ OCLC licensees: 1-800-848-5800 or support@oclc.org Original Atlas licensees: 1-800-567-7401 x1 or service@atlas-sys.com Workflow Toolkit listserv: http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l ILL-L listserv: http://listserv.oclc.org/archives/ill-l.html

    Quick Reference - 2

    http://prometheus.atlas-sys.com http://prometheus.atlas-sys.com http://prometheus.atlas-sys.com http://prometheus.atlas-sys.com http://prometheus.atlas-sys.com http://prometheus.atlas-sys.com http://prometheus.atlas-sys.com http://prometheus.atlas-sys.com http://prometheus.atlas-sys.com http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ http://www.atlas-sys.com/staff-training/ mailto:support@oclc.org mailto:support@oclc.org mailto:support@oclc.org mailto:support@oclc.org mailto:support@oclc.org mailto:service@atlas-sys.com mailto:service@atlas-sys.com mailto:service@atlas-sys.com mailto:service@atlas-sys.com mailto:service@atlas-sys.com mailto:service@atlas-sys.com mailto:service@atlas-sys.com http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://mail.geneseo.edu/mailman/listinfo/workflowtoolkit-l http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html http://listserv.oclc.org/archives/ill-l.html

  • Collaborative Technologies There are many ways to stay in touch with your fellow IDS Project members between Users Group meetings. If you can’t make it out for lunch or a visit, try one of these easy (and free!) collaborative technologies to stay in touch.

    Google+ Hangouts ● Required: Google+ account for everyone, Google Voice and Video Plugin, Windows

    XP+, Mac OS X 10.5+, or Linux ● Allows voice, video and screen sharing

    Skype ● Required: Skype account. Skype program (requires admin. privileges) ● Screen sharing allowed 1-on-1 for free

    join.me ● Screen-sharing only ● FREE. Easy to install (no administrative privileges required). ● When you run the program you’ll be given a 9 digit code (e.g. 783-273-162) ● To share your screen, give the code to the other person and have them enter it at http://

    join.me

    ooVoo ● Group video calls with up to 12 people ● Record and send video messages ● Record and upload calls to YouTube ● Send instant messages to your contacts on ooVoo ● Set up a web chat room for free

    Jing

    ● Take Screenshots: Capture an image of what you see on your computer screen ● Record Screencasts: Record up to 5 minutes of onscreen video ● Collaborate: Jing’s older siblings – Snagit and Camtasia - are great for editing and

    enhanced sharing

    Collaborative Technologies - 1

    http://support.google.com/plus/bin/answer.py?hl=en&answer=1660627 http://support.google.com/plus/bin/answer.py?hl=en&answer=1660627 http://support.google.com/plus/bin/answer.py?hl=en&answer=1660627 http://www.oovoo.com/HowToooVooItem.aspx?pname=HowToooVooVideoCalling http://www.oovoo.com/HowToooVooItem.aspx?pname=HowToooVooVideoCalling http://www.oovoo.com/HowToooVooItem.aspx?pname=HowToooVooVideoCalling http://www.oovoo.com/HowToooVooItem.aspx?pname=HowToooVooVideoCalling http://www.oovoo.com/HowToooVooItem.aspx?pname=HowToooVooVideoMessages http://www.oovoo.com/HowToooVooItem.aspx?pname=HowToooVooVideoMessages http://www.oovoo.com/HowToooVooItem.aspx?pname=HowToooVooVideoMessages http://www.oovoo.com/HowToooVooItem.aspx?pname=HowToooVooVideoMessages http://www.techsmith.com/jing-snagit.html http://www.techsmith.com/jing-snagit.html http://www.techsmith.com/jing-camtasia-studio.html http://www.techsmith.com/jing-camtasia-studio.html

  • Notes from your library visit Directions: Photocopy this worksheet every time you visit a library and another library visits yours. Take a few minutes at the conclusion of each visit to reflect upon what your learned.

    When I visited ____________________________________________

    3 things I learned were: __________________________________________________________________________

    __________________________________________________________________________

    __________________________________________________________________________

    2 discussion ideas for the next user group meeting are: __________________________________________________________________________

    __________________________________________________________________________

    1 thing that I will definitely take back to my library is: __________________________________________________________________________

    When _________________________________________ visited me:

    3 things I learned were: __________________________________________________________________________

    __________________________________________________________________________

    __________________________________________________________________________

    2 discussion ideas for the next user group meeting are: __________________________________________________________________________

    __________________________________________________________________________

    1 thing that I will definitely take back to my library is: __________________________________________________________________________

    Notes from your library visit - 1

  • Workflow Toolkit

    Borrowing

     Alias & Unmediated Article Processing

     Buy vs Borrow

     Copyright

     Custom Holdings

     Direct Request

     Email Notificati