CI 2020
WORKSHOPS

2020 Workshops

Pre-Conference Workshops

Attendees may enroll in several intensive courses offered exclusively for conference participants. This cost-effective training is the perfect way to take your collections management abilities to the next level. Boost your skills with our exclusive curriculum of hands-on workshops.

You will:

  • Connect with museum experts in intimate, hands-on sessions
  • Learn a variety of actionable strategies and tactics
  • Get tools you can take back to work to help you execute your strategy

Workshop Details

  • Dates: November 16th & 17th, 2020
  • Fee: $300 per half day; attendees may take up to 4 workshops
  • Location: Kimpton Hotel Palomar
  • Workshops are offered for TMS, TMS Collections and EmbARK users
  • Attendees must bring their own laptops in order to participate in CI Workshops
    • You will remote into Gallery Systems training database
    • You will need local administrators’ rights on your laptop
    • Your laptop will need to be equipped with an up-to-date web browser (Chrome, Firefox, Safari, etc.)

Monday, November 16, 2020

Morning

Crystal Reports Bootcamp, Part 1

Course Fee: $300
Half Day: 9:00 AM to 12:00 PM
Instructor: Dimitry Vesensky, Gallery Systems

Learn the basic functionality of Crystal Reports in Part 1 of this intensive two part course.

Following the course, you will be able to:

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

Prerequisites: Basic familiarity with TMS. No previous experience with Crystal Reports is necessary.

NOTE: Crystal Reports Bootcamp attendees should register for both morning and afternoon sessions.

SQL for TMS

Course Fee: $300
Half Day: 9:00 AM to 12:00 PM
Instructor: Brian Jennings, Gallery Systems

Structured Query Language (SQL) is the query workhorse behind every TMS search, and can be used to manage data at the database level. In this half-day session specifically designed for SQL beginners, you will learn how to apply basic SQL concepts and syntax to help speed your TMS work.

Following the course, you will be able to:

  • Understand the parts of a SQL statement
  • Understand how to design a SQL query to ask the database engine what you intend
  • Know how to convert a SQL statement into a Database View (foundation of Crystal Reports, SSRS Reports, List Views and Data Views)

Prerequisites: Basic familiarity with TMS. This course is for those with little to no SQL experience.

NOTE: This course focuses on Microsoft SQL Server. Oracle databases may differ.

Hands-on TMS Collections

Course Fee: $300
Half Day: 9:00 PM to 12:00 PM
Instructor: Allison Galland, Gallery Systems

This workshop will provide a hands-on exploration of the next generation of TMS: TMS Collections, with focus on tasks that users typically perform. Tasks will be viewed through the lens of differing users such as Registrars, Curators, and Collections Managers.

Following this course, you will be able to:

  • Catalog objects in TMS Collections
  • Track Exhibition and Loan activities
  • Create simple and advanced queries to search the database
  • Report on and export data
  • And much more

Prerequisites: None. This course is targeted to users with no TMS Collections experience.

Afternoon

Crystal Reports Bootcamp, Part 2

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Instructor: Dimitry Vesensky, Gallery Systems

Further your knowledge of Crystal Reports in Part 2 of this intensive two part course.

Following the course, you will be able to:

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

Prerequisites: Having attended CI 2020’s Crystal Reports Bootcamp, Part 1 workshop.

NOTE: Crystal Reports Bootcamp attendees should register for both morning and afternoon sessions.

Introduction to Designing List Views

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Instructor: Brian Jennings, Gallery Systems

List Views are displays of tabular information used throughout TMS and the web applications. They are very handy for exporting lists, making digital checklists, and so on. We will explore best practices for designing List Views.

Following the course, you will be able to:

  • Modify the layout of existing List Views
  • Follow best practices in designing new List Views

Prerequisites: Attendees should have taken the ‘SQL for TMS’ workshop or already have basic understanding of XML, HTML, and SQL. This course is technical and recommended for TMS administrators.

Configuring TMS and TMS Collections

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Instructor: Allison Galland, Gallery Systems

In this course we will focus on the robust customization tools that drive TMS and TMS Collections. We will explore how configuration tools like Database Configuration and List View/Data View Designer work with TMS and TMS Collections, and use the browser-based Composer to design data entry screens in TMS Collections. We will also look at how features such as FlexFields and the Dashboard in TMS Collections can be used together to support collaborative workflows.

Following the course, you will be able to:

  • Effectively apply Configuration options to match your institution’s workflows and requirements
  • Customize the fields available in the Query Assistant
  • Manage and apply List View and Data View settings
  • Understand how to shape TMS and TMS Collections for your specific needs

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

Transitioning to TMS Collections and Other Web Applications

Course Fee: $300
Half Day: 1:30 PM to 4:00 PM
Instructor: Karen Waldemar, Gallery Systems

Learn what is required to transition from TMS to TMS Collections and other web applications such as Media Studio and Conservation Studio. Understand what needs to be in your plan, discuss user adoption, change management, technical requirements, and other considerations.

Following the course, you will be able to:

  • Understand the steps you need to take to prepare your organization to transition to the web
  • Explain to users what will change and what will be the same
  • Understand new features in TMS Collections and how they will enhance your current workflows

Prerequisites: Basic familiarity with TMS. No previous experience with TMS Collections or web applications is necessary.

Tuesday, November 17, 2020

Morning

SQL Server Reporting Services (SSRS) Fundamentals

Course Fee: $300
Half Day: 9:00 AM to 12:00 PM
Instructor: Dimitry Vesensky, Gallery Systems

TMS includes an integrated reporting option for SQL Server Reporting Services (SSRS), a powerful alternative to Crystal Reports. Learn the fundamentals of using SSRS with TMS in this course.

Following the course, you will be able to:

  • Use Report Builder for SSRS report creation
  • Create basic reports
  • Add images to reports

Prerequisites: Attendees should have taken the ‘SQL for TMS’ course or already have basic understanding of SQL. This course is recommended for TMS administrators or those with some understanding of TMS and the underlying data structure.

Introduction to Designing Data Views

Course Fee: $300
Half Day: 9:00 AM to 12:00 PM
Instructor: Brian Jennings, Gallery Systems

Data Views enable you to customize the display of your collection data. In this class you’ll learn quick, straightforward ways to create and customize Data Views. You’ll learn how to write simple and clean XSLT code to format and display your Data Views, use templates and existing tools to do more with fewer lines of code, format your Data Views, import, export and preview your Data Views using TMS List View Designer.

Following the course, you will be able to:

  • Create new Data Views from scratch or by copying an existing Data View
  • Add data to Data Views through SQL views
  • Structure and style your Data View

Prerequisites: Attendees should have taken the ‘SQL for TMS’ course or already have basic understanding of XML, HTML, and SQL. This course is technical and recommended for TMS administrators.

Best Practices and Workflows for Exhibitions and Loans Management

Course Fee: $300
Half Day: 9:00 AM to 12:00 PM
Instructor: Allison Galland, Gallery Systems

You have used TMS to catalog your collection, and you may already be using the Exhibitions and Loans Modules to enter basic information. This workshop will tackle the deeper features and functionality that these modules offer. Explore how to effectively use venues, how an Installation Checklist can be created, how Object data entry can be edited and refreshed to help you create wall labels, and the ways Flex Fields and Statuses can be used to customize your data entry to match your institution’s workflows.

Following the course, you will be able to:

  • Use the features and functions of the Exhibitions and Loans modules
  • Understand how to create and use Statuses and Flex Fields to support Exhibitions and Loans workflows
  • Update Object records and refresh data back into the Exhibitions module

Prerequisites: Basic familiarity with TMS.

Configuring eMuseum and Managing Data for the Web

Course Fee: $300
Half Day: 9:00 AM to 12:00 PM
Instructor: Alex Hoffman and Kevin Arista, Gallery Systems

In this workshop, you will learn how to manage eMuseum configuration options to control the appearance and behavior of your online collection. We will cover how eMuseum exposes APIs, handles Search Engine Optimization (SEO), and manages Linked Open Data. You will also learn the basics of preparing your collection data for online publication to eMuseum.

Following the course, you will be able to:

  • Modify basic layout and styling
  • Configure published and searchable collection metadata
  • Understand use cases for the eMuseum API and Linked Open Data
  • Tailor your data and media to specific user roles
  • Design simple PDF reports
  • Understand the steps required to prepare your data for publication to the web

Prerequisites: Basic familiarity with TMS. No previous experience with eMuseum is necessary.

Afternoon

Crystal Reports Tips and Tricks

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Instructor: Dimitry Vesensky, Gallery Systems

If you already know Crystal Reports and are looking to take your skills to the next level, this workshop is for you.

Following the course, you will be able to:

  • Understand and apply advanced formulas and parameters
  • Manage image linking in Crystal Reports
  • Create effective Subreports
  • Understand when and how to create Command reports

Other topics can be discussed. The session will be an open forum for questions and answers.

Prerequisites: This course assumes you are comfortable with Crystal Reports and have a good understanding of TMS and the underlying data structure.

TMS Tips and Tricks

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Instructor: Brian Jennings, Gallery Systems

Are you familiar with all the plugins, tools and shortcuts that can make your daily TMS experience more efficient and rewarding? If you are looking to further enhance your TMS skills, this course is for you.

Following the course, you will be able to:

  • Apply tips and tricks available throughout TMS
  • Customize search options and use the Query Assistant & Advanced Query, complete complex searches such as looking for Flex Fields, Thesaurus terms or which records a staff member has modified in TMS
  • Understand how to effectively manage Flex Fields, Packages, and Package Folders
  • Understand how to activate and use the translations tab
  • Understand how to efficiently manage plugins available in TMS, such as TMS Importer, Media Loader, and Thumbnailer

Prerequisites: Solid familiarity with TMS, looking to ‘level up’ to be a Power User.

Beyond the AAT and TGN: Using Custom Thesauri for Better Documentation

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Instructor: Allison Galland, Gallery Systems

This introduction to Thesauri and TMS Thesaurus Manager will teach you how to build your own keyword structures, tap into the vast network of controlled vocabularies and thesauri from around the world, and discover how these tools can significantly improve your documentation.

This workshop will provide a thorough overview of the Thesaurus Manager, and then will focus on researching and building your own Thesauri.

Following this course, you will be able to:

  • Understand what a polyhierarchical thesaurus is
  • Learn how to build your own specialized vocabularies
  • Find existing thesauri and vocabularies
  • Use the Taxonomy Control and Form Designer to make an Archives or Natural Science Taxonomy display
  • Update your existing AAT thesaurus with the latest version and manage existing AAT term links

Prerequisites: Basic familiarity with TMS.

IIIF, Video Streaming, Audio Recordings, Embedded Viewers, and More Ways to Leverage Your Collection Media with eMuseum

Course Fee: $300
Half Day: 9:00 AM to 12:00 PM
Instructor: Alex Hoffman and Kevin Arista, Gallery Systems

Learn how various media are published and used within eMuseum.

Following the course, you will be able to:

  • Prepare and publish images, video and audio
  • Manage access to media for specific audiences using role-based security
  • Understand how IIIF is used within eMuseum and how it can be leveraged to display images and data
  • Publish audio and video transcript data from TMS to eMuseum
  • Establish and display time markers for audio and video recordings

Prerequisites: This course assumes that you have basic familiarity with eMuseum and media in TMS.

EmbARK Workshops: Monday, November 16, 2020

Morning

Hands-on EmbARK 10.5

Course Fee: $300
Half Day: 9:00 AM to 12:00 PM
Instructor: Heather Lake and Robb Detlefs, Gallery Systems

This workshop for EmbARK users will provide a hands-on exploration of the new features included in EmbARK 10.5.

  • Imaging: new views and functionality
  • New Search features and List features
  • Administration: Utilizing EmbARK Server access from your client via Set Up, implementing LDAP to manage your user accounts and passwords
  • Utilizing Unicode and implementing or integrating the new AAT

Prerequisites: Basic familiarity with EmbARK.

Afternoon

Beginning Reports

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Instructor: Heather Lake and Robb Detlefs, Gallery Systems

This workshop for EmbARK users will show you the best techniques for outputting content from your EmbARK database.

Following this course, you will be able to:

  • Identify and manipulate report sections, like sub-headers and sub-footers
  • Understand scripting: concatenating fields and using queries to filter content
  • Export content from different EmbARK tables via report and share in Excel

Prerequisites: Basic familiarity with EmbARK.

EmbARK Workshops: Tuesday, November 17, 2020

Morning

Introduction to Web Kiosk

Course Fee: $300
Half Day: 9:00 AM to 12:00 PM
Instructor: Heather Lake and Robb Detlefs, Gallery Systems

This workshop for EmbARK users will cover the basics for implementing EmbARK Web Kiosk and what’s new in Web Kiosk 10.5.

  • Reviewing and enabling related tables like Exhibition and Publication for publishing
  • Customizing your Web Kiosk 10 default templates
  • Spotlight on searching – learn the various search methods Kiosk 10 employs
  • ADA – universal accessibility

Prerequisites: Basic familiarity with EmbARK.

Afternoon

EmbARK Tips and Tricks

Course Fee: $300
Half Day: 1:30 PM to 4:30 PM
Instructor: Heather Lake and Robb Detlefs, Gallery Systems

Are you familiar with all the tools and shortcuts that can make your daily EmbARK experience more efficient and rewarding? If you are looking to boost your EmbARK skills, this workshop is for you.

  • Lightning round: we’ll warm you up with small tweaks you can make to improve your EmbARK efficiency
  • Perfect your form: we’ll explore configuration changes in Set Up
  • Data cardio: we’ll look at making global changes via DB tools or export/import
  • Stump the experts: have a question you’ve been dying to ask? Now’s your chance.

Prerequisites: Basic familiarity with EmbARK.

Register to CI 2020

Interested in One or Several CI 2020 Workshops?

Please note workshop seating is limited.