CI 2021
WORKSHOPS

Select Your CI 2021 Workshops

Pre-Conference Workshops

Attendees may enroll in several intensive courses offered exclusively to 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.

Sign up for our workshops to:

  • Connect with museum experts in intimate and intensive 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

See available workshops:

Workshop Details

The workshops will take place from November 15 to 16, 2021. Each attendee may register for up to four (4) workshops.

Recommended setup for online workshops:

  • A strong internet connection
  • 1 monitor for viewing the training [computer or large tablet]
  • 1 computer monitor for working in your CMS database
  • A headset or a hands-free phone

You will also need:

  • The login info we will send you to access Gallery Systems’ training database remotely
  • Local administrator rights on your laptop
  • An up-to-date web browser [Chrome, Firefox, Safari, etc.]

Monday, November 15, 2021

Morning

Crystal Reports Bootcamp, Part 1

Course Fee: USD 300
Half Day: 9:00 AM to 12:00 PM EST
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 or TMS Collections
  • Grasp 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 or TMS Collections. 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: USD 300
Half Day: 9:00 AM to 12:00 PM EST
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.

Configuring TMS and TMS Collections

Course Fee: USD 300
Half Day: 9:00 AM to 12:00 PM EST
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 the Database Configuration Utility works with TMS and TMS Collections to configure default settings and customize fields available in query groups.

We will also look at how specialized fields such as Text Entries and Flex Fields in TMS and 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
  • Create and effectively utilize Text Entries and Flex Fields
  • Understand how to shape TMS and TMS Collections for your specific needs

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

Hands-on TMS Collections

Course Fee: USD 300
Half Day: 9:00 AM to 12:00 PM EST
Instructor: Liz Eckman, 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:

  • Catalogue 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: USD 300
Half Day: 1:30 PM to 4:30 PM EST
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 or TMS Collections
  • 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 2021’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: USD 300
Half Day: 1:30 PM to 4:30 PM EST
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.

Transitioning to TMS Collections and Other Web Applications

Course Fee: USD 300
Half Day: 1:30 PM to 4:30 PM EST
Instructor: Allison Galland, 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 16, 2021

Morning

SQL Server Reporting Services (SSRS) Fundamentals

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

Data Views enable you to customize the display of your collection data. In this class, you will learn quick, straightforward ways to create and customize Data Views.

You’ll also 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: USD 300
Half Day: 9:00 AM to 12:00 PM EST
Instructor: Allison Galland, Gallery Systems

You have used TMS or TMS Collections 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 or TMS Collections.

Configuring eMuseum and Managing Data for the Web

Course Fee: USD 300
Half Day: 9:00 AM to 12:00 PM EST
Instructors: 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 Collections or TMS. No previous experience with eMuseum is necessary.

Afternoon

Crystal Reports Tips and Tricks

Course Fee: USD 300
Half Day: 1:30 PM to 4:30 PM EST
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: USD 300
Half Day: 1:30 PM to 4:30 PM EST
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: USD 300
Half Day: 1:30 PM to 4:30 PM EST
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 a Natural Science Taxonomy display
  • Update your existing AAT thesaurus with the latest version and manage existing AAT term links

Prerequisites: Basic familiarity with TMS or TMS Collections.

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Interested in CI Workshops?

Register now and reserve your training sessions before they fill up.

Please note conference and workshop seating is limited.

Can’t attend? Register anyway and let us know; we’ll send you
a link to the recordings of your peers’ sessions.