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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.

Check out and check in

This interactive, self-paced tutorial simulates the actions of a checking in and checking out library items. You will learn how to perform these tasks by entering text and clicking objects on the slides. Instructions are included within the simulation. (5 minutes)

 Check out and check in

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

 

Exceptions

 Exception: patron forgot card

This interactive, self-paced tutorial simulates the actions of a checking out library items to a patron who forgot to bring her library card. You will learn how to perform this  task by entering text and clicking objects on the slides. Instructions are included within the simulation. (3 minutes)

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

 

 Exception: patron has no card

This interactive, self-paced tutorial simulates the actions of a checking out library items to a patron who forgot to bring her library card. You will learn how to perform this  task by entering text and clicking objects on the slides. Instructions are included within the simulation. (3 minutes)

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

 

 Exception: check out item to blocked patron

This interactive, self-paced tutorial simulates the actions of checking out an item to a patron whose account has been blocked. You will learn how to override the block by entering text and clicking objects on the slides. Instructions are included within the simulation. (3 minutes)

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

 

 Exception: discover item and edit item details

This interactive, self-paced tutorial simulates the actions of changing location status to reserves. You will learn how to perform these tasks by entering text and clicking objects on the slides. Instructions are included within the simulation. (5 minutes)

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

 

Holds

 Create a hold from the patron record

This interactive, self-paced tutorial simulates the actions of a creating a hold from the patron record view. You will learn how to perform these tasks by entering text and clicking objects on the slides. Instructions are included within the simulation.  (5 minutes)

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

 

 Create a hold from the item record

This interactive, self-paced tutorial simulates the actions of a creating a hold from the item record view. You will learn how to perform these tasks by entering text and clicking objects on the slides. Instructions are included within the simulation.  (5 minutes)

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

 

Circulation configuration

 Circulation configuration overview

This tutorial reviews key concepts of Circulation Configuration.

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

 

Course reserves

 Managing course reserves in Circulation

This interactive, self-paced tutorial simulates the actions of moving an item to a reserve shelf location and adding a temporary item to reserve shelf location.  You will learn how to perform these tasks by entering text and clicking objects on the slides.  Instructions are included within the simulation. (5 minutes)

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

 

Monthly Circulation statistics

 Monthly Circulation statistics

The Monthly Circulation Statistics report displays circulation statistics by event branch, patron category, permanent shelving location, temporary shelving location or material format within a specified date range.  It provides details at the month and year level.  You can use this report to perform a quick count of items checked in, checked out and renewed.  This tutorial reviews creating a PDF of summary statistics, filtering by main branch and material format, and further filtering by a temporary shelving location.

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.