Training

Training is a simple and effective way to guarantee the success of your digital media library project.

Martin Cox, Third Light Training Manager

Receiving formal training for your Third Light software ensures your team has a full understanding of its capabilities, and the knowledge necessary to maintain the system. This page refers to training for Chorus. If you are looking for training on IMS v6, details of courses for that product are available here.

Core Chorus offers the essential training that new Chorus customers will need to confidently deploy and succeed with a new Third Light service. This training course covers defining Spaces, Folder and metadata structure; uploading, downloading and reformatting files; sharing files with others, and managing user permissions.

This training session also aims to help new site Administrators to think about the optimal structure and options for other people using Chorus in their organization.

Duration and Location

  • 3 x 60 to 90-minute sessions, typically over 3 weeks
  • Three training sessions, delivered remotely using the internet
  • A fourth, consultative session to review progress and offer feedback after 1-month production use.

Equipment

Each attendee will need a PC or Mac (this can be attendee’s usual machine), a web connection, headphones and microphone. It is advisable to close down normal business tools such as email during the session. If headphones and microphone are not available, a phone number will also be provided which can be dialled in to for the session.

Software prerequisites

We will send each attendee an invitation to the training session by email. Recipients click a link in the email, and a small program called GoToMeeting launches an online web session which allows participants to see the trainer’s screen. We recommend that trainees do this 10-minutes before the session is due to start, to allow time for any software required to be installed. For further details on GoToMeeting and its technical prerequisites (including options to install the software in advance), please see the the GoToMeeting website.


Core Chorus: Session 1

Tour of Chorus

  • Customisation overview
  • View options
  • Your Home Space

Every Chorus user has a home Space:

  • The Home Space gives users two things: A gateway to the rest of the site, and an area for their personal storage.
  • Home spaces inherit their metadata and download settings from the primary Space to which a user belongs.

Folders

  • Folder types:
    • Folders
    • Collections
    • Smart Collections
  • Creating new Folders
  • Folder options

Metadata

  • Metadata structure as an aid to search
  • Keywords
  • Controlled Keywords (Vocabularies)
  • Drop-downs
  • Trees
  • Adding metadata to single files and batch-editing multiple files
  • Folder-level metadata and cascading metadata from Spaces

Searching

  • General search
  • Advanced search
  • Facets
  • Smart Collections
  • Search options


Core Chorus: Session 2 - Spaces and Uploading

Spaces and Uploading

Spaces are a powerful concept which offer many possibilities. In this session, there will be a full description of the different types of Spaces with examples, and trainees will gain an understanding of their primary Space.

  • Tips on best practice and help setting up Chorus as an Administrator
  • Guidance on how an Administrator sets up Spaces and adds Space managers who administer their own Spaces
  • Setting up the managers of new Spaces, and the benefits of using roles for permissions
  • Space managers - Creates roles, users and Space structures

The site Space

The site Space encompasses the whole of your Chorus site:

  • The site Space (site) encompasses all spaces and all folders and files. Everything!
  • Site settings and catalogs are administered by Administrators.
  • Site metadata and download settings will cascade down and apply to all Spaces, folders, and files within it.

Top-level Spaces

These are Spaces anchored at the top of the site hierarchy.

  • Only an Administrator can create top-level spaces or elevate existing spaces to the site-level.
  • Metadata added to a top-level space will cascade down and apply to all files, folders, and sub-Spaces that are nested within it.
  • When a user is assigned to their primary Space, it is likely to be a top-level space.

Uploading files

  • Drag-and-drop
  • Using the web user interface
  • Desktop Upload tool
  • FTP uploads


Core Chorus: Session 3 - Downloading and Sharing

Once you have your files in your Chorus library, you will be able to send or share these with internal and external users (for example, colleagues or external partner organisations) quickly and efficiently. Building on the permissions and structure created in the previous sessions, the full potential of Chorus is its ability to do this in a controlled, but still convenient way that saves time and money.

This module describes the tools in Chorus that enable you to modify your files without having to rely on third-parties or additional desktop software. It also includes guidance on sharing your Chorus files and folders quickly and easily, without having to deal with mailbox limits, public cloud services or FTP services and associated permissions to access your systems.

  • Downloading
    • Download presets and permissions
    • Space-level download categories
    • Reformatting and cropping at download
  • Sharing
  • Sharing with users
  • Sharing with Spaces
  • Sharing as a URL
  • Using publishing and themes


Core Chorus: Session 4 - Consultation

After the initial three sessions, your trainer will provide a consultative 60 to 90-minute session discussing specific Chorus functionality that you have learned and deployed to your production system.

In this session, your trainer will review your Chorus deployment, and offer practical help to Administrators, answer questions that have arisen and offer tips on best practice. Your trainer will review how your site is being used, the layout and configuration you have chosen and how your users are making use of your site, particularly Spaces. To do this, your trainer will ask for your consent to access your site as an administrator, or, if this is not practical, to share your screen, mouse and keyboard during the session.

This final consultative session is scheduled following a period of at least one month’s production use of Chorus, but ideally not more than 3 months’ after the first three training sessions. Clients tell us that this session is the most valuable part of the training, helping them to consolidate their understanding of Chorus as well as make actionable, practical changes.


Enquire about training

Each of the four Third Light Training Modules take between 60-90 minutes and are for up to four people who will be administering your Third Light library. If you would like any further information about training for yourself or your colleagues, please contact our dedicated Training Manager, Martin Cox.

Request Training