New Customer Training

Introduction to GalleryPro for Collections

(new license purchases only — others see Basic Training and Best Practice Mini-Courses)

1. Overview of GalleryPro Software
   • What are the Modules
   • What information is saved in each Module?
   • How are they organized?
   • How do I navigate?

2. Methods of Adding Works
   • Overview of Single entry on Works Form
   • Work Receipt/Data kit from Source Gallery, Collector, or Artist
   • What is included in the DataKit?
   • Overview of Editions

3. The Works Module
   • Overview of the different views: Form, Spreadsheet, and Document
   • Using Types and Categories in Works
   • Color Codes in GalleryPro
   • Significance of blue text fields
   • Setting Order for records
   • Searching for records
   • Creating View Sets
   • Using dropdown lists and how to add or change information in the lists
   • Marking records to create lists and worksheets
   • Overview of the Provenance Tab
   • Overview of the Catalogue Module and Catalogue Tab
   • How Provenance and Catalogue Tabs work with Infosheets
   • The Infosheet
   • Running a Catalogue report
   • Other Works Reports
   • Creating Custom Reports from Spreadsheet Layouts

4. Image Management and Datakits
   • Administrative Options pertaining to the DataKit
   • Overview of how to export a DataKit / DataKit file format
   • Attaching Primary Images to Work records
   • Attaching Multiple Images to Work records
   • Using the Lightbox feature

5. The Contacts Module
   • Overview of Contacts Form
   • Adding Contacts and additional addresses
   • Artist's Biographies
   • Using Types and Categories in Contacts
   • Overview of Contacts features: Email option, creating letters and faxes

6. Transactions
   • Receive Work (DataKit)
   • Consignment/Loan
   • Invoice and printing the document
   • Converting Transactions to Sales/Returns
   • Exhibition
   • Shipment

7. Editions Module
   • How the Editions and Works Modules interact
   • Using Editions in a dorporate collection environment

8. Reports
   • Works
   • Standard and Spreadsheet
   • Contacts
   • Transactions
   • Catalogue

9. Managing more than one Database
• Creating New Database
• Creating New Data folder and what it must include
10. Review and Answering Questions

11. Bonus: Putting a collection online with Web Manager

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