Areas to be covered in Java client training

General (All staff)

Classic

Themes

Toolbars

• Delivered toolbars
• Creating your own toolbar
• Function keys

Fonts

Searching (Item Search & Display)

Printing

Acquisitions/Collection Development

Funds

• Review all funds
• Review available funds
• Display fund (All cycles)
• Display fund (Specific cycle)
• Add fund
• Duplicate fund
• Modify fund
• Add fund cycle
• Modify fund budget
• Rollover fund
• Delete fund
• Printing from fund wizards to a file

Vendors

• Review all vendors
• Printing from this wizard to a file
• Display vendor (all cycles)
• Display vendor (specific cycle)
• Add vendor
• Duplicate vendor
• Modify vendor
• Add vendor cycle
• Delete vendor

Orders

• Display order
• Add Basic order
• Add Dated order
• Add Recurring order
• Duplicate order
• Modify order
• Delete order
• Receive orders
• Add ordered items to catalog

Invoices

• Display invoice
• Add invoice
• Add invoice lines
• Modify invoice
• Delete invoice
• Pay invoice
• Reverse payment of invoice

Cataloging

• Adding items

Title maintenance

• Add title
• Modify title
• Duplicate title
• Delete title, call numbers, or items
• Call number and item maintenance

Authorities

• Display authority
• Add authority
• Duplicate authority
• Modify authority
• Delete authority

Transferring titles

Circulation

• Checkout/Discharge
• Users
• Holds
• Bills
• Requests
• Reserves

Reports

• Acquisitions
• Serials
• Custom

Serials

Serial control records

• Display serial control record
• Create serial control record
• Modify serial control record
• Remove serial control record
• Check in issues of a serial