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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.

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.

 

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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