WYLD Technotes

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• Information about Central Acquisitions Program
• 9xx Ordering
• Add Basic Order Wizard
• Add Fund Wizard
• Add Ordered Items to Catalog Wizard
• Add Orderlines Wizard
• Add Vendor Wizard
• Display Fund (Specific Cycle) Wizard
• Display Order Wizard
• Display Vendor (Specific Cycle) Wizard
• Modify Order Wizard
• Receive Multiple Orders Wizard
• Receive Orders Wizard
• Session Settings Wizard

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• Analytics Skills Checklist
• How to Find the Report You Need in Analytics
• Options for Subscribing to a Report in Excel Format
• Adding a View Filter to a Report
• Quickstart Guide to Analytics
• Renaming Report Objects
• Using Prompts in Analytics
• Using Analytics for Library Surveys
• Creating Derived Elements
• Drilling in Analytics(password protected)
• Training Guide for WYLD Libraries (password protected)

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• Getting Started Guide
• Customizing WYLDcat Mobile Guide (requires username and password, same as for Sirsi Documents)

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General

• Cataloging Standards
• Cataloging Properties
• Creating Holdable Book Club Kit Records
• Lexile AR and Guided Reading
• Item Types Policies in WYLD
• Policies
• Add a Brief Title in Circulation
• Cataloging Hot Keys in Workflows
• CIP Record Enhancement
• Indexed and Searched MARC Fields for Keyword Searches
• Workflows Searching Tips

Authority Control

• 2019 Authority Processing Corrections
• Viewing Authority Records
• Authority Records: Validating Headings in Bibliographic Records

Call Numbers

• Abbreviations for Call Number Information
• Subfield Z in Call Numbers
• Property Settings for Call Number & Item Maintenance Wizard

GMDs and Library Responsibilities

• Removing GMDs from Bibliographic Records
• Workflows hit list displays without GMDs & RDA tags that create material type column

Importing/Linking

• SmartPort Settings
• SmartPort Searching
• SmartPort – 1st Record is not always the best
• Overlaying Using SmartPort
• Duplicating Bibliographic Records
• Serials Records Not Appropriate for Linking

Labels

• Creating Labels Using the Label Designer
• Printing Individual Labels Using the Label Designer Wizard

MARC Holdings

• Creating a MARC Holdings Record for Serials Summary Holdings Statements
• Removing MARC Holdings Records

On Order Records

• Identifying Baker and Taylor Order Records
• Identifying Ingram Order Records
• Identifying Midwest Tape AV Order Records

RDA

• RDA Information
• RDA Tags and RDA Rules for copy cataloging a simple book
• Elements for RDA tags 336 (Content Type), 337 (Media Type), & 338 (Carrier Type)
• Workflows hit list displays without GMDs & RDA tags that create material type column

Transferring/Merging

• Transfer Call Number from One Bibliographic Record to Another
• Transfer Barcodes from One Call Number to Another on the Same Record
• Transfer all Holdings from One Bibliographic Record to Another
• Identifying Duplicate Bibliographic Records

• WorkFlows: Circulation Basics
• Auto Renewal Report (FAQ)
• Circulation Properties
• Maintaining your Library’s Calendar
• Editing Due Dates (FAQ)
• Email Checkout Receipts
• Add a Brief Title in Circulation
• Notice Text Configuration for Wizards
• Circulation Map
• Conducting Inventory
• Holds in Symphony – basic information
• Item Types in WYLD
• Using the Assumed Lost Report to Generate a Final Notice
• Modifying, Scheduling and Retrieving Notice Reports
• Life Cycle of an Item Reports to manage item data
• Updating Library Ownership (Overlaying) of Patron Records
• Mark Item Lost Wizard, Assumed Lost Report, and Long Overdue Report
• How to Request Patron or Item Barcodes (FAQ)
• Removing Patrons with a Charge History
• Ephemeral Wizard
• Removing the Claims Returned Alert on a Patron Account

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• Enterprise: Creating and Managing “My Lists”
• Enterprise: General Information
• Enterprise: Creating Links and Forms
• Enterprise: eResource Central
• Patron Charge History (Enterprise & Symphony Workflows)
• WYLD z39.50 Settings

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• Creating ONTHEFLY Report
• Ephemeral Wizard
• Producing BFR (Final Notice) with the Assumed Lost Report
• Modifying, Scheduling, and Retrieving Notice Reports
• Life Cycle of an Item Reports (to manage item data)
• Export WorkFlows Report into Excel as an XML table

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Cataloging & Serials

• Serials Properties
• Subfield z in Call Numbers
• Abbreviations for Call Number Information
• Serials Records not Appropriate for Linking
• Create a Serials Control Record
• Ongoing Serials Maintenance
• Serials Issue Maintenance

MARC Holdings

• Creating a MARC Holdings Record for Serials Summary Holdings Statements
• Removing MARC Holdings records

WorkFlows Serials Guides

• Serials Properties
• Instructions for Check-in
• Pattern Definitions for Serials Control Records

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• Downloading and Installing Symphony Workflows (requires username and password, same as for Sirsi Documents)
• Patron Charge History settings (Enterprise & Symphony Workflows)
• Workflows Searching Tips
• Standalone/Offline Circulation
• Create a Customized Toolbar
• Maintaining your Library’s Calendar
• Standalone/Offline Circ
• Export WorkFlows Report into Excel as an XML table
• WorkFlows: Circulation Basics
• Mark Item Lost Wizard, Assumed Lost Report, and Long Overdue Report
• Removing the Claims Returned Alert on a Patron Account