Pre-Conference Workshops

In the two days leading up to CI, attendees may enroll in several intensive courses offered exclusively for conference participants. This cost-effective training is the perfect way to fine-tune your TMS abilities and learn new skills. Boost your TMS know-how with our exclusive curriculum of hands-on workshops on December 4 & 5th, 2017.

Laptops are required in order to participate in CI Workshops.

You may use your own laptop, provided:

  • You have local administrators’ rights on your laptop;
  • Your laptop is equipped with an up-to-date web browser (IE9+, Chrome, Firefox, Safari, Opera etc.)

Or, you may request a laptop rental when registering.

All workshops will take place at the Omni Hotel. 

Laptop

Workshop Pricing

Workshops Admission Details
Half-day Workshops $300 Half-day workshops are available on December 4th and 5th in the morning or afternoon
All-day Workshops $600 All-day workshops are available on December 4th

Monday, December 4, 2017

Full Day

Register

Crystal Reports Bootcamp

Course Fee: $600
Full Day: 9:30 AM to 4:30 PM
Speaker: Dimitry Vesensky, Support Specialist

Learn the basic functionality of Crystal Reports in this intensive, one day course. No experience necessary.

After this course, you will be able to:

  • Create a custom Crystal Report and link it to TMS
  • Understand important relational database concepts
  • Understand the Crystal Reports design environment and available options
  • Filter, sort, and group records on a report
  • Modify existing Crystal Reports

This course assumes that you have basic familiarity with TMS, and want to either create your own Crystal Reports or modify existing standard reports.

Register

Morning

Afternoon

Register

eMuseum Configuration and Customization

Course Fee: $300
Half Day: 9:30 AM to 12:30 PM
Speaker: Alex Hoffman, eMuseum Product Manager and Oliver Hanraths, Project Manager

This course covers eMuseum configuration, basic template structure and styling, default fields and how to configure them, and how to add new fields. We’ll also cover some of the ways eMuseum exposes APIs, handles Search Engine Optimization (SEO), manages Linked Open Data, and filtering results.

After this course, you will be able to:

  • Understand how to configure eMuseum’s default settings
  • Understand eMuseum’s template structure and how to style it for a custom look and feel
  • Understanding the eMuseum API
Register
Register

TMS Dataviews 101

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Speaker: Alex Hoffman, eMuseum Product Manager and Oliver Hanraths, Project Manager

Dataviews enable you to customize the display of your collection’s data. In this class you’ll learn quick, straightforward ways to create and customize dataviews. You’ll learn how to write simple and clean XSLT code to format and display your dataviews, use templates and existing tools to do more with fewer lines of code, style your dataviews with CSS (Cascading Style Sheets), and to import, export and preview your dataviews using TMS Dataview Designer. Attendees should have a basic familiarity with XML and SQL.

After this course, you will be able to:

  • Create dataviews from scratch
  • Understand the functionality of the TMS Dataview Designer
  • Modify an existing dataview
  • Insert images into a dataview
Register
Register

Personalized TMS: Mastering Flex Fields and User-defined Forms

Course Fee: $300
Half Day: 9:30 AM to 12:30 PM
Speaker: Allison Galland, Data Conversion and Training Specialist

Unlock the power of TMS’ Flex Fields and User Defined Forms to help create tailor made data view and entry screens that match your collection activities. This course will offer tips and techniques on how to use these tools to enhance your daily workflows in TMS, and make your data projects even more efficient.

Following this course, you’ll be able to:

  • Create and utilize User Defined Forms for specific projects or specific TMS departments
  • Create Flex Fields and manage Flex Field security
  • Use Flex Fields as a workflow tool
Register
Register

TMS Data Scrubbing and Standardization

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Speaker: Allison Galland, Data Conversion and Training Specialist

Loose data entry standards and old, legacy data can leave your collection information with inconsistencies that make querying and utilizing the information more difficult. This half-day course will demonstrate how you can use standard TMS tools, and even some simple SQL, to easily identify high-need areas of improvement in your database, and to standardize the quality of your TMS data. Some SQL knowledge is helpful.

Following this course, you’ll be able to:

  • Use TMS standard functionality and plugins to identify data in need of scrubbing
  • Use Search and Replace to clean inconsistent data
  • Use the Thesaurus to standardize data and improve data entry
  • Create simple SQL statements to help correct common data errors quickly
Register

Tuesday, December 5, 2017

Morning

Afternoon

Register

TMS Configuration

Course Fee: $300
Half Day: 9:30 AM to 12:30 PM
Speaker: Allison Galland, Data Conversion and Training Specialist

There are more standard TMS configuration features than many users are aware of. Learn how to use them to “customize” TMS in this hands-on workshop. Topics will include configuring search fields, editing field labels and field-specific Help, changing query groups, and more.

This course is recommended for TMS database administrators or other staff responsible for configuration.

Following this course, you will be able to:

  • Effectively apply TMS Configuration options
  • Understand how to set basic configurations in TMS Configuration to match your institution’s workflow and requirements
  • Customize the fields available in the Query Assistant
  • Manage and apply listview and dataview settings
Register
Register

TMS Security

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Speaker: Allison Galland, Data Conversion and Training Specialist

TMS Security controls user access to modules, tables, fields, and functions. TMS Department-level user security has been expanded to modules beyond Objects and Exhibitions in recent versions, now providing control for access to Loans, Media, Events, and Sites. This course will cover the steps of configuring security groups and setting Overall and Department-level security to user accounts. In addition to covering the mechanics of Security Configuration, this workshop will give pointers for developing an overall plan for the security levels required for your institution’s TMS implementation.

This hands-on workshop is recommended for Curators, Registrars, TMS database managers, and TMS administrators.

Following this course, you will be able to:

  • Modify Security Groups and create new Security groups
  • Modify Functional Security Settings
  • Assign Users to Security Groups
  • Assign Security to Reports, Flex Fields, Listviews, and Dataviews
Register
Register

Advanced Crystal Reports: Tips and Tricks

Course Fee: $300
Half Day: 9:30 AM to 12:30 PM
Speaker: Dimitry Vesensky, Support Specialist

This half-day course is designed for the experienced Crystal Reports user who wants to learn new techniques for designing sophisticated reports.

After this course, you will know how to:

  • Use sub-reports
  • Exchange shared values between main reports and sub-reports
  • Create command reports with embedded SQL queries

This course will include time to address your specific questions about Crystal Reports, so be sure to bring a list of issues you’d like to discuss.

Register
Register

SQL Server Reporting Services (SSRS) Fundamentals

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Speaker: Dimitry Vesensky, Support Specialist

TMS now includes a new reporting option: SQL Server Reporting Services (SSRS). Learn the fundamentals of using SSRS with TMS in this course.
This course is recommended for TMS administrators and others with a general understanding of TMS and the underlying data structure.

After this course, you will know how to:

  • Use Report Builder for SSRS report creation
  • Create tabular and list reports
  • Add images to reports
  • Use sorting, grouping and filtering
  • Create and use parameters
Register
Register

SQL Cheat Sheet: Simple SQL for TMS Users

Course Fee: $300
Half Day: 9:30 AM to 12:30 PM
Speaker: Brian Jennings, Support Specialist

This course takes you from SQL newbie to SQL “do”-bie in one half-day session. Learn the basic SQL functions that will help speed up your TMS work.

Structured Query Language (SQL) is the query workhorse behind every TMS search, and can be used to manage data at the database level. This course is for those with little to no SQL experience.

Note that this course focuses on Microsoft SQL Server. Oracle databases may differ.

Register
Register

The Web Studios: A Foundation Course for TMS Power Users

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Speaker: Karen Waldemar, Project Specialist

A deep dive into the TMS Web Studio applications: Conservation Studio, Media Studio, and more. After an initial introduction, the focus is on the robust customization tools that drive the TMS web application suite. We will explore how TMS configuration tools like Database Configuration and Listview/Dataview Designer affect the web apps, and use the browser-based Composer to design custom data entry screens. The goal is to provide an understanding of how you can shape these next-generation web products to match the workflow of your users.

Register
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Widen your network within the global collection community.

Register for Collective Imagination 2017 and purchase tickets on our Eventbrite site.
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