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SKILLS: Director's Station Skills Checklist

August 2013

cataloging technotes | general skills | email/list info | database guidelines


Minimum Requirements

  1. Know the General Skills and be signed up for the appropriate distribution list (http://will.state.wy.us/wyld/email.lists.cfm).
  2. Log in procedures for Directors Station (username/password) (http://ds.lib.wy.us/)
  3. Navigate the Dashboard
  4. Navigate with the Fly-Out/Popout Menu Bar
  5. Use SwiftHelp Tutorials and the Multimedia Training Films
  6. Know how to create a report
  7. Know how to use dimensions to limit your report
  8. Know how to save your report
  9. Know how to access context sensitive online helps.
  10. Know when to contact the WYLD Office when other helps don't help.


Intermediate Requirements

  1. Know how to create a chart
  2. Know how to export a report into Microsoft Excel
  3. Know how to use the Calculator
  4. Know how to sort column by ascending or descending values
  5. Know how to utilize SwiftView to share your report or chart
  6. Know how to create automatic alerts


Expert Requirements

  1. Know how to use the SirsiDynix customer resources via the SD Support Center. Email Brian Greene, WYLD Program Manager at brian.greene@wyo.gov for access.
  2. Understand and manage reports using Reports Skills Checklist (http://will.state.wy.us/wyld/network/committees/training/reports.html).


Recommended Director's Station Reports

  1. Item Counts by Location
  2. Item Counts Added Monthly by Location
  3. Daily Circulation Statistics
  4. Circulation limited by Hour and Day
  5. Patron Counts (Current and Inactive)
  6. Hold Counts (Current and Ancient)
  7. Bill Counts (Current and Ancient)
  8. Monthly Circulation Statistics (including Monthly added Items and Patrons)
  9. Yearly Circulation Statistics
  10. Dusty Book Counts
  11. Prediction As Late (Issuelate) Report
  12. Serial Claim Notices (Serclaimntc) Report
  13. List of Your Library's Serial Control Records (Serctlist) Report



All Checklists
acquisitions | cataloging | circulation | Director's Station | Enterprise Catalog | interlibrary loans | online resources (databases)
reports | reserves | searching Workflows (Technote 17) | serials


Training Committee Page

Comments? Questions? Click here to contact the Training Committee. Click here for the WYLD online comments form.