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OCLC and Sabinet Seminar 2023

Gauteng Session

AGENDA: 7 March 2023

09:30 – 10:00 Registration
10:00 – 10:20 Welcome and Introduction
10:20 – 11:20 The Searching and Library Experience

The Searching experience – WorldCat Discovery 

  • Searching and filtering (using live examples)
    • Simple searching
    • Filters
    • E-resources integration
    • Advanced searching
  • Discovery including
    • Edition clustering
    • Availability and metadata
    • Best Access signposting
  • User portal features including:
    • Saved searches
    • Personal lists
    • Citations and exporting to reference management software
    • Request – ILL and document delivery
  • Mobile – Capira

 

The Library experience – WMS workflows 

 

  • ILL – staff workflow
  • Circulation
    • Member records and HR system integration
    • Creating new users
    • Transaction history (patrons and items)
    • Pull List
    • Digby app
  • Record Manager
    • Copy cataloguing (Sabicat)
    • Record creation and editing
    • Bulk updates and templates
11:20 – 11:30 Break
11:30 – 12:30 The Library Experience continued

The Library experience – WMS workflows

 

  • Acquisitions and ERM – Collection Manager:
    • Fund management
    • One-click activation of e-resources
    • Ordering and Invoicing
    • License management
    • Usage statistics
  • Analytics including:
    • Permissions/ roles
    • Standard report suite and dashboards
    • Report designer 
  • Upgrades and Enhancements:
    • Community Centre
12:30 – Lunch