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Next Gen ILS Implementation

This is for FALSC's Alma/Primo VE Implementation Project.

Systems/Reports Working Group

Systems/Reports Working Group and Discussion Group

Proposed Charge

  • To oversee the overall development and delivery of reports, user access and permissions, printing, batch loading, data conversion, and interoperability with enterprise systems (e.g., Banner, PeopleSoft).

Working Group Members


Name Title Institution Email Address
George Fray Head, Library Systems Florida International University

Angel Hernandez

Liaison to Cataloging/Authorities

Learning Resources Professional Miami Dade College

Jessi Hurd

Liaison to Training

Manager Quality Control University of South Florida

Nancy Kellett (Chair)

Liaison to Circulation/Resource Sharing

Systems Librarian Florida State University
Joel Lavoie IT Manager, University Libraries University of Central Florida
Chris Nicolich IT Expert (Programmer) University of Florida

Danielle Rosenthal

Liaison to Discovery

Head of Library Technology & UX Florida Gulf Coast University
Janice Scott Executive Director of MIS Pasco-Hernando State College

Trenita White

Liaison to Acquisitions/Serials

Associate Professor/Librarian Santa Fe College
Cindy Fox Systems Applications Consultant FALSC (Liaison)
Gary Phillips Systems Reports Specialist FALSC (Co-liaison)


Liaisons from other working groups


Name Title Institution Email Address
Brittnee Fisher (Training) Public Services Librarian St. Johns River State College
Peggy Glatthaar (Circulation/Resource Sharing) Head of Customer Services Florida Gulf Coast University
Annie Glerum (Cataloging/Authorities) Head of Complex Cataloging Florida State University
Janice Henderson (Joint Use) Director, Learning Resources Northwest Florida State College


Meeting Agendas, Minutes, and Recordings

Date Agenda Minutes Recording
8/17/2021 2:15-3:15 ET 8/17/2021 Agenda   8/17/2021 Recording
8/3/2021 2:15-3:15 p.m. ET 8/3/2021 Agenda 8/3/2021 Minutes 8/3/2021 Recording
7/20/2021 2:15-3:15 p.m. ET 7/20/2021 Agenda 7/20/2021 Minutes 7/20/2021 Recording
7/6/2021 2:15-3:15 p.m. ET 7/6/2021 Agenda 7/6/2021 Minutes 7/6/2021 Recording
6/8/2021 2:15-3:15 p.m. ET 6/8/2021 Agenda 6/8/2021 Minutes 6/8/2021 Recording
5/25/2021 2:15-3:15 p.m. ET 5/25/2021 Agenda 5/25/2021 Minutes 5/25/2021 Recording
5/11/2021 2:15-3:15 p.m. ET 5/11/2021 Agenda 5/11/2021 Minutes 5/11/2021 Recording
4/27/2021 2:15-3:15 p.m. ET 4/27/2021 Agenda 4/27/2021 Minutes 4/27/2021 Recording
4/13/2021 2:15-3:15 p.m. ET 4/13/2021 Agenda 4/13/2021 Minutes 4/13/2021 Recording
3/30/2021 2:15-3:15 p.m. ET 3/30/2021 Agenda 3/30/2021 Minutes 3/30/2021 Recording
3/16/2021 2:15-3:15 p.m. ET 3/16/2021 Agenda 3/16/2021 Minutes 3/16/2021 Recording
2/16/2021 2:15-3:15 p.m. ET 2/16/2021 Agenda 2/16/2021 Minutes 2/16/2021 Recording
2/2/2021 2:15-3:15 p.m. ET 2/2/2021 Agenda 2/2/2021 Minutes 2/2/2021 Recording
12/8/2020 2:15-3:15 p.m. ET 12/8/2020 Agenda 12/8/2020 Minutes 12/08/2020 Recording
11/10/2020 2:15-3:15 p.m. ET 11/10/2020 Agenda 11/10/2020 Minutes 11/10/2020 Recording
10/27/2020 2:00-3:00 p.m. ET 10/27/2020 Agenda   10/27/2020 Recording
10/13/2020 2:00-3:00 p.m. ET 10/13/2020 Agenda N/A (Ex Libris training) 10/13/2020 Recording
9/29/2020 2:00-3:00 p.m. ET 9/29/2020 Agenda   9/29/2020 Recording
9/15/2020 2:00-3:00 p.m. ET 9/15/2020 Agenda 9/15/2020 Minutes 9/15/2020 Recording
9/1/2020 2:00-3:00 p.m. ET 9/1/2020 Agenda 9/1/2020 Minutes 9/1/2020 Recording
8/18/2020 2:00-3:00 p.m. ET 8/18/2020 Agenda 8/18/2020 Minutes 8/18/2020 Recording
8/4/2020 2:00-3:00 p.m. ET 8/4/2020 Agenda 8/4/2020 Minutes 8/4/2020 Recording
7/21/2020 2:00-3:00 p.m. ET 7/21/2020 Agenda 7/21/2020 Minutes 7/21/2020 Recording
7/7/2020 2:00-3:00 p.m. ET 7/7/2020 Agenda 7/7/2020 Minutes 7/7/2020 Recording
6/23/2020 2:00-3:00 pm ET 6/23/2020 Agenda  6/23/2020 Minutes 6/23/2020 Recording


Working Documents for the Working Group


Resources and Relevant Websites

Getting to Know Alma - If you're just getting started with Alma, watch this series to get the basics in Alma.

Alma Essentials - The Alma Essentials training is the primary way to learn how to work with Alma.

Migration Guides and Tutorials - Basic training sessions regarding migration to Alma and Alma configuration.

Analytics - Learn how to access and navigate Alma Analytics, create and run reports, and configure your Dashboard.

Alma Analytics Product Documentation -  Analytics product documentation

Alma FAQ - User Records

Analytics Classes - Series of ongoing classes and their recordings

Day One Reports List of 'Day One' reports from the Sierra implementation repurposed

List of Aleph Services (view only) List of Aleph services (reports) available from the client

List of Out of the Box Alma Analytics reports List of reports available in AA

Presentations and Documents - Analytics: List of how-to's and other helpful materials

Systems/Reports Discussion Group

The Systems/Reports Discussion Group is open to all library staff interested in the assisting in the development of reports, staff permissions,  data conversion, and interoperability with other systems for the Alma/Primo VE Implementation. A discussion list has been set up to allow the Systems/Reports Working Group to share their work on these issues and allow open discussion.

To join the Systems/Reports Discussion List,

  1. Go to A form should appear.
  2. Enter your name and email address into the form.
  3. Click on Subscribe.
  4. You should receive an email message welcoming you to the list. Within that email, there should be a confirmation link. Click on the link to complete the process.

If you have problems subscribing to the list, please contact the FLVC Helpdesk at

To email the discussion group, send email to: :ILS-SYS-REP-DISCUSSION@LISTSERV.FLVC.ORG