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SKILLS: General Skills Checklist

May 2015

Workflows search tips | database guidelines | circulation map


Minimum Requirements

  1. Subscribe to the appropriate WYLD email distribution lists.
  2. Know the basic operating system used at your library, especially on staff computers.
  3. Know how to access e-Library and/or Enterprise, (both henceforth known in this document as WYLDCat), and WorkFlows
  4. Be able to move between toolbars in WorkFlows.
  5. Use Help features, including context sensitive, in WYLDCat and WorkFlows.
  6. Search and display patron data in WorkFlows.
  7. Search and display basic item data in WYLDCat.
  8. Navigate through various tabs, screens, or to next set of records in WYLDCat and WorkFlows.
  9. Use the WYLD Searching Tips Technote
  10. Know when to place a hold in WorkFlows.
  11. Be able to place holds in WYLDCat and WorkFlows.
  12. Know when to contact WYLD Support Team Office when other helps don't help.
  13. Recognize and access glossaries in WorkFlows.
  14. Be able to translate Roman numerals into Arabic numbers.
  15. 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.


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.
  4. Know and follow the WYLD Database Guidelines.
  5. Use WYLD Technotes pertinent to your area of responsibility.
  6. Refer to the Wyoming State Library Training Calendar .
  7. Be able to create temporary (on-the-fly) records to circulate items that are not linked in the catalog.See WYLD Technotes: JavaClient/Cataloging/2009.


Expert Requirements

  1. Be able to modify WorkFlows client configuration settings using WorkFlows Preference menu (IP address, barcode scanner, receipt printer).
  2. Be able to download WorkFlows software from the State Library.
  3. Understand how circulation policies in WorkFlows govern system operations. See Technote - Circulation Map.
  4. Use the appropriate spreadsheet template to request Circulation Map policy file changes for your library.
  5. Be able to create custom toolbars in WorkFlows.
  6. Be able to use the SirsiDynix web site.
  7. Know how to get SirsiDynix Manuals. Ask your director or the WYLD Office for the password.
  8. Know how to use the SirsiDynix customer resources via the SD Support Center. Contact the WYLD Office by email or phone for access information.
  9. Understand and manage reports using Reports Skills Checklist.
  10. Understand and manage reports using Director's Station Skills Checklist.



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.