talis aspire - tasks you need to schedule as you prepare for year two (zena amos, alison kershaw,...
DESCRIPTION
Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis) This session will cover Rollover, Hierarchy change management and setting up Library Review setup. This slot will be broken down into 20 min presentation, 10 min Q&A.TRANSCRIPT
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#talisaspire
2013
Support Consultant
Zena Amos
Working to make you successful...
Talis Aspire
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Customer ServiceOverview of where we are today and where
we are heading
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Implementation
Talis Aspire Community
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Support• Support is growing, with Talis investing in
this key part of the business• Supporting not just the actual system setup
but advice, if you are unsure how something should or is working, just ask
• There are no silly questions
Working to make you successful
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Support
• 1st Line (Support)• 2nd Line (Triage)• 3rd Line (Development)
• CST (Customer Service Team Requests)
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Support• What were you trying to do?• What browser were you using?• What were you bookmarking (URL)?• What list were you working on (URL)?• Can you screenshot or screencast the issue?
Service Login (copy and paste the following)• What is your My Profile address (URL)?• http://<yourtenancy>/saml/attributes
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Consultancy• There are tasks which are widely
documented on Knowledge Base that you can do yourselves
• If you don’t have the time, knowledge or resource you can enquire about us working with you on a consultancy basis to carry out these tasks
• You may want us to deliver training or provide hands on support by coming to see you
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Making going into Year 2 a success
Many of you will be wondering where the last 12 months has gone
So a year in what are tasks ahead?• Rollover• Hierarchy changes• Staff changes
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Rollover• What is rollover?• Planning a Rollover
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Hierarchy Changes• Pull the latest Hierarchy data from your
Source • Extra help on the file details can be found on
the knowledge base Hierarchy Update Data Format Specification
• Updates can be done as often as you like, but we suggest it is reviewed fully at least twice a year
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Staff ChangesSome leave, some join, it’s that time of year• Plan in some time to train new library staff
and academics on using Talis Aspire• Even plan time to provide refreshers for
academics who may have set up a reading list, or had one created for them now it’s time to review
• If staff leave you can revoke invitations and assign new list owners
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Questions?