Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)
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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.
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Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)
- 1. #talisaspire 2013 Support Consultant Zena Amos Working to make you successful... Talis Aspire
- 2. Customer Service Overview of where we are today and where we are heading
- 4. 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
- 5. Support • 1st Line (Support) • 2nd Line (Triage) • 3rd Line (Development) • CST (Customer Service Team Requests)
- 6. 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
- 7. 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
- 8. 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
- 9. Rollover •What is rollover? •Planning a Rollover
- 10. 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
- 11. Staff Changes Some 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
- 12. Questions?