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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 george@fiu.edu

Angel Hernandez

Liaison to Cataloging/Authorities

Learning Resources Professional Miami Dade College aherna19@mdc.edu

Jessi Hurd

Liaison to Training

Manager Quality Control University of South Florida jhurd2@usf.edu

Nancy Kellett (Chair)

Liaison to Circulation/Resource Sharing

Systems Librarian Florida State University nkellett@fsu.edu
Joel Lavoie IT Manager, University Libraries University of Central Florida joel.lavoie@ucf.edu
Chris Nicolich IT Expert (Programmer) University of Florida

cjnn1213@ufl.edu

Danielle Rosenthal

Liaison to Discovery

Head of Library Technology & UX Florida Gulf Coast University drosenth@fgcu.edu
Janice Scott Executive Director of MIS Pasco-Hernando State College scottj@phsc.edu

Trenita White

Liaison to Acquisitions/Serials

Associate Professor/Librarian Santa Fe College trenita.white@sfcollege.edu
Cindy Fox Systems Applications Consultant FALSC (Liaison) cfox@flvc.org
Gary Phillips Systems Reports Specialist FALSC (Co-liaison) gphillips@flvc.org

 

Liaisons from other working groups

 

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

 

Meeting Agendas, Minutes, and Recordings

Date Agenda Minutes Recordings
3/30/2021 2:15-3:15 p.m. ET 3/30/2021 Agenda   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

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 https://listserv.flvc.org/scripts/wa.exe?SUBED1=ILS-SYS-REP-DISCUSSION&A=1. 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 help@flvc.org.

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