Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw,...

12
#talisaspire 2013 Support Consultant Zena Amos Working to make you successful... Talis Aspire

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 of Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw,...

Page 1: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

#talisaspire

2013

Support Consultant

Zena Amos

Working to make you successful...

Talis Aspire

Page 2: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

Customer ServiceOverview of where we are today and where

we are heading

Page 3: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

Implementation

Talis Aspire Community

Page 4: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

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

Page 5: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

Support

• 1st Line (Support)• 2nd Line (Triage)• 3rd Line (Development)

• CST (Customer Service Team Requests)

Page 6: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

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

Page 7: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

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

Page 8: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

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

Page 10: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

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

Page 11: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

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

Page 12: Talis Aspire - tasks you need to schedule as you prepare for year two (Zena Amos, Alison Kershaw, Talis)

Questions?