Te Puna Replacement Training Roadshow Overview Welcome Participants

Te Puna Replacement Training Roadshow Overview

Welcome! Participants can attend the whole day or either the morning or afternoon session Time Content MORNING SESSION 9: 30 am Welcome, introductions, and overview of session Overview of Te Puna Services & new services 9: 45 am Overview of Te Puna Services, including the World. Share instances and new products available to members 10: 30 am Morning tea Discovery 10: 45 am Overview of World. Cat Discovery Te Puna Interloan 11: 30 am Changes to Interloan Reporting 12: 00 pm Analytics and Reporting 12: 30 pm End of morning session/lunch AFTERNOON SESSION Data Exchange and World. Cat 1: 30 pm Getting records in and out of World. Cataloguing – record by record 2: 00 pm How to get, edit and add records to World. Cat through the Record Manager tool 3: 00 pm Afternoon tea 3: 15 pm Cataloguing continued Cataloguing - batchloading 3: 45 pm How to batchload to World. Cat using the Collection Manager tool 4: 15 pm Open Q&A session 4: 30 pm Goodbyes, safe journey home

Te Puna Services

Te Puna Services

Te Puna value We consider Te Puna Services essential Gail Clark, Upper Hutt City Library

Benefits of Te Puna • National agreement with OCLC • Access to the combined catalogue of New Zealand libraries • Easy ability to share resources nationally and with Australia • Access to Publications New Zealand records

Replacement project - background • Currently supported by Voyager • Implemented in 1999 – older platform • Te Puna replacement project implemented to provide up to date, fit for purpose services supporting current library workflows New service allows us to: • Offer modern services, particularly in relation to eresources • Move to a ‘release’ environment, where upgrades are seamless and part of the service – no additional time or cost

What this means for you National Union Catalogue

Te Puna Search

Cataloguing tools × Voyager Cataloguing Client × Web. Cat • Replaced by Record Manager • Connexion client remains

Batchloading × Monthly files of records sent to the Te Puna team × One off refreshes managed by Te Puna Support × OSMOSIS additional service • Replaced by Data Sync Collection process in Collection Manager

New products

World. Share Instance https: //yourlibrary. share. worldcat. org/wms

Signing in

Logging in for the first time

Logging in for the first time

Tabs

Help

General help

Record Manager help

Community Centre

Discovery Community

Release Notes

Support