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SKILLS: General Skills Checklist

March 2013

technote 17 | database guidelines | circulation map

 

Minimum Requirements

  1. Subscribe to the appropriate WYLD email distribution lists (http://will.state.wy.us/wyld/email/lists.cfm).
  2. Know the basic operating system used at your library, especially on staff computers.
  3. Know log-in procedures for WYLDCAT and WorkFlows.
  4. Be able to move between toolbars in WorkFlows.
  5. Use Help features in WYLDCAT and WorkFlows.
  6. Search and display patron data in WorkFlows.
  7. Search and display basic item data in WYLDCAT (http://will.state.wy.us/sis/searchtips.html) and checklist WYLDCat (e-Library).
  8. Navigate through various tabs, screens, or to next set of records in WYLDCAT and WorkFlows. (http://will.state.wy.us/wyld/technotes/note017.html)
  9. Be able to place holds in WYLDCAT and WorkFlows.
  10. Know when to place a hold and when to use VDX.
  11. Know when to contact WYLD Support Team Office when other helps don't help.
  12. Recognize and access glossaries in WorkFlows.
  13. Be able to translate Roman numerals into Arabic numbers.
  14. Recognize temporary (on-the-fly) records, and understand their uses, such as on-order records for acquisitions and temporary records created to circulate items that are not linked in the catalog.
  15. Know how to access context sensitive online helps.

 

Intermediate Requirements

  1. Be proficient in advanced item searching strategies using all available wizards, helpers, qualifiers, sorts, etc. in WorkFlows and WYLDCAT.
  2. Be able to modify wizard properties in WorkFlows.
  3. Access the WYLD Network Members web site to answer questions and find procedures (http://will.state.wy.us/wyld/wyldco.html).
  4. Know and follow the WYLD Database Guidelines (http://will.state.wy.us/wyld/guidelines/guidelines.pdf).
  5. Use WYLD Technotes pertinent to your area of responsibility (http://will.state.wy.us/wyld/technotes/index.html).
  6. Use the appropriate web form used to request circulation policy file changes for your library (http://will.state.wy.us/map/circmap_start.cfm).
  7. Refer to the WYLD Consortium Calendar (http://will.state.wy.us/ldo/planningcalendar.html).

 

Expert Requirements

  1. Be able to modify WorkFlows client configuration settings using WorkFlows Preference menu (IP address, barcode scanner, receipt printer).
  2. Use FTP or download WorkFlows software from the State Library.
  3. Understand how circulation policies in WorkFlows govern system operations (http://will.state.wy.us/wyld/map/circmap_start.cfm).
  4. Use the SirsiDynix web site (http://www.sirsidynix.com).
  5. Be able to create custom tool bars in WorkFlows.
  6. 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.
  7. Understand and manage reports using Reports Skills Checklist (http://will.state.wy.us/wyld/network/committees/training/reports.html).
  8. Understand and manage reports using Director's Station Skills Checklist (http://will.state.wy.us/wyld/network/committees/training/dstation.html).

 

 

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

 

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