Collective Imagination 2017 Workshops

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Omni Los Angeles Hotel at California Plaza

251 South Olive Street

Los Angeles, CA 90012

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***NOTE: You Must Also Register for CI 2017 General Sessions to Attend CI Workshops***

A laptop is required for these courses. You may use your own laptop, provided:

  • TMS is installed on your machine.

  • 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.


MONDAY, DECEMBER 4, 2017



Crystal Reports Bootcamp

Course Fee: $600

9:30 AM to 4:30 PM (full-day)
Instructor: 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.



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eMuseum Configuration and Customization

Course Fee: $300

9:30 AM to 12:30 PM (half-day)

Instructors: 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

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Personalized TMS: Mastering Flex Fields and User-defined Forms

Course Fee: $300

9:30 AM to 12:30 PM (half-day)
Instructor: 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

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TMS Dataviews 101

Course Fee: $300

1:30 PM to 4:30 PM (half-day)
Instructors: 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

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TMS Data Scrubbing and Standardization

Course Fee: $300

1:30 PM to 4:30 PM (half-day)
Instructor: 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

TUESDAY, DECEMBER 5, 2017


TMS Configuration


Course Fee: $300

9:30 AM to 12:30 PM (half-day)

Instructor: 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


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Advanced Crystal Reports: Tips and Tricks

Course Fee: $300

9:30 AM to 12:30 PM (half-day)

Instructor: 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.


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SQL Cheat Sheet: Simple SQL for TMS Users

Course Fee: $300

9:30 AM to 12:30 PM (half-day)

Instructor: 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.



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TMS Security

Course Fee: $300

1:30 PM to 4:30 PM (half-day)
Instructor: 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


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SQL Server Reporting Services (SSRS) Fundamentals

Course Fee: $300

1:30 PM to 4:30 PM (half-day)

Instructor: 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


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The Web Studios: A Foundation Course for TMS Power Users

Course Fee: $300 | 1:30 PM to 4:30 PM (half-day)
Instructor: 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.

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Omni Los Angeles Hotel at California Plaza

251 South Olive Street

Los Angeles, CA 90012

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