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Exercises

How to use these exercises

OCLC's hands-on training exercises are designed to give you an opportunity to practice building your skills while working in a safe environment.

These interactive exercises can help you learn a new service, teach a new staff member how to use a service, and can also prepare you with basic knowledge about a service prior to taking one of our instructor-led courses.

Discover eresources

Learn to search the WorldCat knowledge base by provider, collection and title. This interactive tutorial has hands-on exercises that simulate the experience of searching Acquisitions Discover eResources. (16 minutes)  

 Discover eresources

After completing the exercise, please take a few moments to complete this brief survey.

 

Manage budgets

This 3-part, interactive, self-paced tutorial walks you through the steps of creating your first budget, editing a budget, and performing end-of-the-year fiscal activities, such as creating a new budget and closing out the old one. (15 minutes)

 Manage budgets

After completing the exercise, please take a few moments to complete this brief survey.

 

Order monographs

Learn to create a purchase order, add single or multi-part monographs to an order, and then place the order.

You will be able to view a video of the complete workflow for ordering monographs and select to do a hands-on simulation.

 Ordering monographs

After completing the exercise, please take a few moments to complete this brief survey.

 

Navigate the Fund Balance report

The Fund Balance report displays the summary of fund balance activity by budget status. Using the Fund Balance report, this tutorial reviews creating a PDF of the report, filtering by over committed funds, and filtering by top level and child funds.

 Fund Balance Report

After completing the exercise, please take a few moments to complete this brief survey.

 
System requirements for Flash-based tutorials
  • Adobe Flash Player (latest version)
  • Best viewed in 1024x768 screen resolution or higher.
  • Internet Explorer 8.0 or later for for Microsoft® Windows® XP (32 bit), Windows Server 2008 (32 bit), Windows Vista® (32 bit), Windows 7 (32 bit and 64 bit), Windows 8 (32 bit and 64 bit), or Windows Server 2012 (64 bit)
  • IE10 for the Desktop for Windows 8; not supported on Windows 8 Metro version
  • Firefox (latest version)
  • Google Chrome (latest version)
  • Opera (latest version)
  • Safari (latest version)
  • For other browsers and operating systems, check the list of system requirements on the Adobe site.

Having trouble accessing a specific hands-on training module or simulation?
 Please contact us at training@oclc.org or call 1-800-848-5800.
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