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
ITEM: Item Processing in Aleph
CRCA: Circulation Transactions and Item Records
CRCB: Circulation Patrons and Billing
CRES: Aleph Course Reserves Processing
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 Wednesday, Sept 3, 2008 9:30am-12:00pm 90 Mt Auburn St, Rm 020
729 Thursday, Oct 2, 2008 1:30pm-4:00pm 90 Mt Auburn St, Rm 020
738 Monday, Nov 3, 2008 9:30am-12:00pm 90 Mt Auburn St, Rm 020
747 Wednesday, Dec 3, 2008 1:30pm-4:00pm 90 Mt 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 717 Thursday, Sept 4, 2008 1:30pm- 4:00pm 90 Mt Auburn St, Rm 020
730 Tuesday, Oct 7, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
739 Wednesday, Nov 5, 2008 1:30pm- 4:00pm 90 Mt Auburn St, Rm 020
748 Thursday, Dec 4, 2008 9:30am- 12:00pm 90 Mt 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
FULL 718 Monday, Sept 8, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
732 Thursday, Oct 9, 2008 1:30pm- 4:00pm 90 Mt Auburn St, Rm 020
740 Thursday, Nov 6, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
750 Monday, Dec 8, 2008 1:30pm- 4:00pm 90 Mt 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
719 Tuesday, Sept 9, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
734 Monday, Oct 20, 2008 1:30pm- 4:00pm 90 Mt Auburn St, Rm 020
741 Wednesday, Nov 12, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
752 Wednesday, Dec 10, 2008 1:30pm- 4:00pm 90 Mt 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
721 Monday, Sept 15, 2008 9:30am - 12:00pm 90 Mt Auburn St, Rm 020
735 Wednesday, Oct 22, 2008 9:30am - 12:00pm 90 Mt Auburn St, Rm 020
744 Thursday, Nov 20, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
753 Thursday, Dec 11, 2008 1:30pm- 4:00 pm 90 Mt 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
724 Monday, Sept 22, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
737 Monday, Oct 27, 2008 1:30pm- 4:00pm 90 Mt Auburn St, Rm 020
756 Monday, Dec 22, 2008 9:30am- 12:00pm 90 Mt 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
726 Thursday, Sept 25, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
736 Thursday, Oct 23, 2008 1:30pm- 4:00pm 90 Mt Auburn St, Rm 020
754 Monday, Dec 15, 2008 9:30am-12:00pm 90 Mt 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
727 Monday, Sept 29, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
755 Thursday, Dec 18, 2008 1:30pm- 4:00pm 90 Mt Auburn St, Rm 020
ITEM: Item Processing in Aleph
Adding physical barcodes to items, transferring items to the Harvard Depository, creating, merging and editing items, charging to pseudopatrons.
Prerequisites: STFS  Instructor: Beth Raymond  Handout: ITEM Learner Guide Word | PDF
  Session Date Time Location
720 Thursday, Sept 11, 2008 1:30pm- 4:00 pm 90 Mt Auburn St, Rm 020
733 Tuesday, Oct 14, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
751 Tuesday, Dec 9, 2008 9:30am- 12:00pm 90 Mt 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
722 Thursday, Sept 18, 2008 1:30pm- 4:00pm 90 Mt Auburn St, Rm 020
742 Thursday, Nov 13, 2008 9:30 am-12:00 pm 90 Mt 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
725 Tuesday, Sept 23, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
745 Monday, Nov 24, 2008 1:30pm-4:00pm 90 Mt Auburn St, Rm 020
CRES: Aleph Course Reserves Processing
Introduction to reserves processing using the Aleph Course Reserves Module. Browse and interpret lists of courses and readings; processing cataloged and uncataloged materials for reserve; process citations to electronic journal resources and search and display course reading information in the Aleph OPAC.
Prerequisites: STFS, CATA, CATB Instructor: Beth Raymond. Handout: CRES Learner Guide Word | PDF
  Session Date Time Location
728 Tuesday, Sept 30, 2008 9:30am- 12:00pm 90 Mt Auburn St, Rm 020
746 Tuesday, Nov 25, 2008 9:30am- 12:00pm 90 Mt 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.
  Session Date Time Location
757 Wednesday, October 29, 2008 9:30am-12:00pm 90 Mt Auburn St, Rm 021

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.