BiblioU Training - Groups in Biblio

We look forward to welcoming you to our Groups in Biblio Training, split over two days, where James Arcos, Projects Manager and Groups specialist, will provide an overview of the Groups module as well as cover a range of useful workflow examples.

Join us on Thursday, 15 July and Thursday, 22 July from 10am - 12pm EST (3pm - 5pm BST).

“This session exceeded my expectations!” - Eileen, Princeton University Press

Priced at $700/£500 per publisher, the session is designed to allow as many people as possible from each publisher to attend. Included in the flat rate, you can send as many members of staff to the training as you like and we will also be making the training available on demand to review again. This on demand training will only be available to those publishers who have registered. 

To register your interest, please email kate@virtusales.com or have your authorized internal representative contact us via Tracker, quoting "Groups Training". Once the spec is created and approved, we will share a registration link that you can share with your team, whereby each member of staff can register for the session individually, receiving their own unique access code for both sessions. Throughout the training there will be opportunities to ask questions and we encourage attendees to follow along in their own system.

Agenda Day 1, Thursday 15 July, 10am to 12pm EST (3pm to 5pm BST) 

The first day of the training session will be more functionality-focused, as we look to ensure there is a good understanding of some of the ‘building blocks’ of the Groups module.

We will first provide a brief introduction to new Biblio using the new Biblio User Interface along with an overview of the new UI to orient attendees for the training.

Following this, we will cover topics including:

What is a Group?  

• An Overview of what a Biblio Group is
• What are Group Types?
• For what purposes are Groups used in Biblio?
• Review of different methods of Group creation

Navigation using Groups

• How to cycle through Editions using Groups for example during acquisition meetings
• New Biblio Global Search

Group Batch Updates

• How to use Groups to Batch update metadata across a list of titles and examples of when this can be used
• How to Batch Update Edition Status

Group Dashboards     

• How to configure a group dashboard
• Group Attributes, and how they can be used
• Series Level Roles
• Group-level Copy
• Group Sync

Cost Groups

• Create a cost group for all the titles in the group
• Can be used to see the cost comparison of a specific editors titles or for subject categories

Agenda Day 2, Thursday 22 July, 10am to 12pm EST (3pm to 5pm BST) 

The second day of the training session will be more workflow-based, using examples from publisher workflows to illustrate the below functions within Biblio:

Group Mapping   

• How to automate the addition of subject codes to your product, based on applying one ‘parent’ code, for example, applying your BISAC codes based on the selection of a matching THEMA code

 Group Comparisons  

• Ability to compare Books shown at different Conferences, to get a full picture of what has been shown/discussed where. Additionally, we’ll show how you could use Groups to help cut down data entry of Submissions of interest following that Conference.
• Compare ONIX feeds to analyse which recipients have received which books
• Subject comparisons, for example, do all of the Editions in the BISAC code of ‘Science Fiction’ also exist in the THEMA code ‘Science Fiction’

 Scheduled Automatic Price Changes  

• How to apply Price changes for Promotions
• Setting up start and end dates for that Promotion
• Apply percentage changes to prices

 Bulk Copy    

• Using Bulk Copy to completely recreate all Titles within a Group. This could be used, for example, when creating a new Series where the Structure is similar to an existing Series

 Using Biblio groups for meetings   

• Integrating titles in groups for meetings and using commenting functionality

 Reporting and Outputs 

• Using Group reports to review all Titles in a Group
• Batch Download images from Editions in your Group and option to grab a set of assets.
• Word Document Generation including creating Contract memos for all titles in a group and creating Bibliographic review sheets