Aleph Staff Training

The Aleph staff training program offers monthly introductory classes that cover major functional areas of the Aleph Integrated Library System. All full and part time Harvard staff members are eligible to attend. Classes are free but pre-registration is required.

If you have a question or need help with class registration, contact the OIS Training Registrar

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Class registration is a 2-step process:

  1. Select desired class sections, then scroll to the bottom and click "Start Registration".
  2. Supply your contact information when prompted, then click "Submit Registration".

 

List of Classes

Click a class to jump to the list of sessions in that class area.

STFS: Introduction to Aleph and Staff Search Options
CATA: Cataloging: Creating and Editing Bibliographic Records
CATB: Cataloging: Holdings, Items and Bibliographic Record Maintenance
ACQO: Acquisitions: Ordering Monographs, Standing Orders and Serials
ACQR: Acquisitions: Monographs and Standing Order Receipts
ACQP: Invoices Budgets and Vendors
SERM: Serials: Introduction to the Serials Tab and Check-in without Prediction
SERP: Serials: Setting Up and Checking-in Serials Using Aleph Prediction
CRCA: Circulation Transactions and Item Records
CRCB: Circulation Patrons and Billing
MARC21: MARC21 Holding Format Workshop

STFS: Introduction to Aleph and Staff Search Options
Login/out of Aleph staff client; database structure; overview of individual modules; basic search and retrieval using staff search module, indexes.
Prerequisites: None  Instructor: Beth Raymond  Handout: STFS Learner Guide: Word | PDF
  Session Date Time Location
FULL Tue Aug 11, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
820 Tue Sep 01, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
829 Thu Oct 01, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
839 Wed Nov 04, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
845 Tue Dec 01, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
CATA: Cataloging: Creating and Editing Bibliographic Records
Add and update bibliographic records, resource files, search/verify headings on file.
Prerequisites: STFS  Instructor: Beth Raymond  Handout: CATA Learner Guide Word | PDF
  Session Date Time Location
FULL Thu Aug 13, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
821 Thu Sep 03, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
830 Tue Oct 06, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
840 Tue Nov 10, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
846 Thu Dec 03, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
CATB: Cataloging: Holdings, Items and Bibliographic Record Maintenance
Add and update library holdings, add and update item records; create local templates, and bibliographic record maintenance.
Prerequisites: STFS, CATA  Instructor: Beth Raymond  Handout: CATB Learner Guide Word | PDF
  Session Date Time Location
816 Tue Aug 18, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
FULL Wed Sep 09, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
831 Thu Oct 08, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
841 Wed Nov 18, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
847 Mon Dec 07, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
ACQO: Acquisitions: Ordering Monographs, Standing Orders and Serials
Create/update order records, select vendor and fund, generate purchase orders, set up initial batch claims for all types of materials,recording claims for invoices; recording cancellations, returns.
Prerequisites: STFS, CATA, CATB  Instructor: Beth Raymond  Handout: ACQO Learner Guide Word | PDF
  Session Date Time Location
817 Wed Aug 19, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
855 Thu Sep 10, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
832 Tue Oct 13, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
842 Wed Nov 18, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
848 Tue Dec 08, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
ACQR: Acquisitions: Monographs and Standing Order Receipts
Record receipt of monographic and standing order materials, including item creation at receipt, recording invoice payment at time of receipt, and updating of holdings records for new standing order receipts.
Prerequisites: STFS, CATA, CATB, ACQO  Instructor: Beth Raymond  Handout: ACQR Learner Guide Word | PDF
  Session Date Time Location
818 Tue Aug 25, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
824 Wed Sep 16, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
833 Wed Oct 14, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
852 Tue Dec 15, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
ACQP: Invoices, Budgets and Vendors
Paying vendor invoices, interpret budget (fund) records, interpreting vendor records, creating a local vendor record, invoice approval.
Prerequisites: STFS, CATA, CATB, ACQO  Instructor: Beth Raymond  Handout: ACQP Learner's Guide Word | PDF
  Session Date Time Location
819 Thu Aug 27, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
827 Wed Sep 23, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
836 Thu Oct 22, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
844 Thu Nov 19, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
854 Thu Dec 17, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
SERM: Serials: Introduction to the Serials Tab and Check-In Without Prediction
Interpret bibliographic and subscription records, set up and perform manual check-in of periodicals, create and edit item records, routing.
Prerequisites: STFS, CATA, CATB, ACQO, ACQR  Instructor: Beth Raymond  Handout: SERM Learner Guide Word | PDF
  Session Date Time Location
825 Thu Sep 17, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
834 Tue Oct 20, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
850 Thu Dec 10, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
SERP: Serials: Setting Up and Checking-in Serials Using Aleph Prediction
Setting up predictive check-in, review of publication pattern subfields, editing items, merging items.
Prerequisites: STFS, CATA, CATB, ACQO, ACQR, SERM  Instructor: Beth Raymond  Handout: SERP Learner Guide Word | PDF
  Session Date Time Location
828 Wed Sep 30, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
837 Tue Oct 27, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
853 Wed Dec 16, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
CRCA: Circulation Transactions and Item Records
Charge, renew, discharge materials, collecting fines, overriding system blocks; placing recalls and HD requests. Working with item records in the circulation module; perform "on the fly" barcoding for circulation; recording lost and missing materials.
Prerequisites: STFS  Instructor: Beth Raymond  Handout: CRCA Learner Guide Word | PDF
  Session Date Time Location
FULL Tue Sep 15, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
835 Wed Oct 21, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
849 Wed Dec 09, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
CRCB: Circulation Patrons and Billing
Interpret and update patron information; view lists of loans, recalls, fines/bills; create records for special borrowers and proxies. Recording adjustments (payments, waivers) to bills, producing payment reports.
Prerequisites: STFS, CRCA  Instructor: Beth Raymond   Handout: CRCB Learner Guide Word | PDF
  Session Date Time Location
826 Thu Sep 24, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
838 Wed Oct 28, 2009 1:00 - 3:00 90 Mount Auburn St, Rm 020
851 Mon Dec 14, 2009 10:00 - 12:00 90 Mount Auburn St, Rm 020
MARC21: MARC 21 Holding Format Workshop
This workshop reviews the MARC 21 Format for Holdings Data and relates it to the Aleph environment. Topics include: public display of holdings using the ANSI/NISO Z39.71 standard, review of the fixed fields, the 852 field, and applying the paired fields (853/863,854/864,855/865) to a serial and a multipart monograph example.
Prerequisites: None.
Note: This workshop is not a hands-on class. Maximum number of attendees for each workshop is 20.
Instructor: Beth Raymond. Handout: Marc21 Holdings Records
  Session Date Time Location
    There are currently no scheduled MARC 21 classes  

Class Locations

All classes are held at the Harvard University Library Building located at 90 Mt. Auburn Street, Cambridge, MA, Room 020. See directions to 90 Mt. Auburn Street.

Access to 90 Mt. Auburn

Students will need to dial "# 0 0 1" at the entrance of 90 Mt. Auburn to gain access to the building.

Upon entering, take the second right, which will open to a stairwell. Proceed downstairs and through the door to the Lower Level. Take a right, and Room 020 will be at the end of the hall.

For those requiring elevator access: There is an elevator located on the main floor. Take this to the B level. When you get off the elevator, take a right, then another right. Room 020 will be at the end of the hall.