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Next Gen ILS Implementation

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

Fall Workshop Recordings and Presentation Slides

Fall Workshop Recordings and Presentation Slides

FLVC have made the recordings of each session of the workshops available for staff to watch. All of the sessions are led by an Ex Libris Trainer with assistance from various FLVC staff members. The sessions focus on certain parts of the system that library staff had questions on.

The areas covered in the Fall workshops are: Managing E-Resources, Using Primo VE, Managing Physical Resources, Cataloging, and Alma Analytics

Recordings and Presentation Slides for each workshop will be made available at the end of the week.

Managing Electronic Resources

Trainer: Sharai Perkes, Ex Libris

Workshop 1 ( 3 Sessions)

Sessions Topics Covered Recordings Slides
Alma Overview
  Tuesday, September 7
  9:30am - 11:30am ET
  • User Roles and Menus
  • IZ / NZ / CZ Overview
  • Data Structures (Physical vs. Electronic
  • Advanced Searching
  • Q&A

Morning Session 1 Part 1

Morning Session 1 Part 2

 

Alma Workshop - Overview 
Session 2
Acquiring and Activating E-Resources
  Tuesday, September 7
  1:30pm - 4:00pm ET
 
  • Activating with Ordering
  • Activating without Ordering
  • Activation Options
  • How to Select the Right Collection, etc.
  • Q&A

Afternoon Session 2 Part 1

Afternoon Session 2 Part 2

Alma Workshop - Acquiring and Activating E- Resources
Session 3
Maintaining Electronic Collections & Portfolios
  Wednesday, September 8
  9:30am - Noon ET
  • Automation Options
  • Activating Selected Portfolios in CZ
  • Creating a Local Collection and Adding Portfolios
  • Portfolio Loader to Manage Updates/Deletes
  • Import Profiles
  • Q&A

Morning Session 3 Part 1

Morning Session 3 Part 2

Alma Workshop - Maintaining Electronic Collections and Portfolios

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Sessions Topics Covered Recordings
Session 1
Alma Overview
  Thursday, September 9
  9:30am - 11:30am ET
  • User Roles and Menus
  • IZ / NZ / CZ Overview
  • Data Structures (Physical vs. Electronic
  • Advanced Searching
  • Q&A

Morning Session 1 Part 1

Morning Session 1 Part 2

Session 2
Acquiring and Activating E-Resources
  Thursday, September 9
  1:30pm - 4:00pm ET
  • Activating with Ordering
  • Activating without Ordering
  • Activation Options
  • How to Select the Right Collection, etc.
  • Q&A

Afternoon Session 2 Part 1

Afternoon Session 2 Part 2

Session 3
Maintaining Electronic Collections & Portfolios
  Friday, September 10
  9:30am - Noon ET
 
 
  • Automation Options
  • Activating Selected Portfolios in CZ
  • Creating a Local Collection and Adding Portfolios
  • Portfolio Loader to Manage Updates/Deletes
  • Import Profiles
  • Q&A

Morning Session 3 Part 1

Morning Session 3 Part 2

Using Primo VE

Trainer: Russell Thompson, Ex Libris

Workshop 1 (3 Sessions)

Sessions Topics Covered Recordings Slides
Session 1
Introduction to Discovery
  Tuesday, September 14
  9:30am - 11:30am ET
  • Workshop Overview
  • Introduction to Discovery
  • Q&A

Morning Session 1

 

Introduction to Discovery 
Session 2
Primo Searching and Features

  Tuesday, September 14
  1:30pm - 4:00pm ET

Searching and Understanding Primo Basics

  • Local and Remote Resources
  • Search and Ranking
  • Enhancing User Experience
  • Cool Features of Primo
  • bX
  • Journal searching and Categories
  • Virtual Browse
  • Q&A

Afternoon Session 2 Part 1

Afternoon Session 2 Part 2

Primo Searching and Features
Session 3
Primo Advanced Concepts

  Wednesday, September 15
  9:30am - Noon ET

Central Discovery Index

  • Article searching, Link in Record, Link Resolver Citations
  • CDI Activation
  • Filtered vs non-Filtered CDI Search Results
  • Making Primo Your Own
  • General Electronic Services (GES)
  • Display Logic Rules
  • Labels
  • Resource Recommender
  • Deduplication and FRBR
  • Q&A

Morning Session 3 Part 1

Morning Session 3 Part 2

Primo Advanced Concepts: Part 1

Primo Advanced Concepts: Part 2

Primo Advanced Concepts:

Part 3

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Sessions Topics Covered Recordings

Session 1

Introduction to Discovery
  Thursday, September 16
  9:30am - 11:30am ET

  • Workshop Overview
  • Introduction to Discovery
  • Q&A

Morning Session 1

 

Session 2

Primo Searching and Features
  Thursday, September 16
  1:30pm - 4:00pm ET

 

Searching and Understanding Primo Basics

  • Local and Remote Resources
  • Search and Ranking
  • Enhancing User Experience
  • Cool Features of Primo
  • bX
  • Journal searching and Categories
  • Virtual Browse
  • Q&A

Afternoon Session 2 Part 1

Afternoon Session 2 Part 2

Session 3

Primo Advanced Concepts
  Friday, September 17
  9:30am - Noon ET

 Central Discovery Index

  • Article searching, Link in Record, Link Resolver Citations
  • CDI Activation
  • Filtered vs non-Filtered CDI Search Results
  • Making Primo Your Own
  • General Electronic Services (GES)
  • Display Logic Rules
  • Labels
  • Resource Recommender
  • Deduplication and FRBR
  • Q&A

Morning Session 3 Part 1

Morning Session 3 Part 2

Managing Physical Resources

Trainer: Jessica Alverson, Ex Libris

Workshop 1 (3 Sessions)

Sessions Topics Covered Recordings Slides
Session 1
Alma Overview

  Tuesday, September 21
  9:30am - 11:00am ET
  • User Roles and Menus
  • IZ / NZ / CZ Overview
  • Data Structures (Physical vs Electronic)
  • Advanced Searching
  • Q&A
Morning Session 1 Workshop Presentation
Session 2
Ordering and Receiving Physical Resources

  Tuesday, September 21
  1:30pm - 4:30pm ET
Ordering
  • Order Line Types
  • Ordering Lifecycle
  • Ordering Physical one-time; Physical subscriptions

  Receiving and Invoicing

  • Receiving One-time
  • Receiving Subscriptions
  • Invoicing Lite
  • Q&A

Afternoon Session 2 Part 1

Afternoon Session 2 Part 2

 
Session 3
Move Requests and Work Orders and Workflows

  Wednesday, September 22
  9:30am - 12:30pm ET
 
 Post-Receiving Processing
  • What Are Your Post-Receiving Processes?
  • Customizing Your Statuses
  • Managing Your Workflow
  Moving Request and Other Work Orders
  • Moving Items Between Locations
  • Work Order Types and Departments
  • Q&A

Morning Session 3 Part 1

Morning Session 3 Part 2

 

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Sessions Topics Covered Recordings Slides
Session 1
Alma Overview

  Thursday, September 23
  9:30am - 11:00am ET
  • User Roles and Menus
  • IZ / NZ / CZ Overview
  • Data Structures (Physical vs Electronic)
  • Advanced Searching
  • Q&A
Morning Session 1 Workshop Presentation
Session 2
Ordering and Receiving Physical Resources

  Thursday, September 23
  1:30pm - 4:30pm ET
 Ordering
  • Order Line Types
  • Ordering Lifecycle
  • Ordering Physical one-time; Physical subscriptions
  Receiving and Invoicing
  • Receiving One-time
  • Receiving Subscriptions
  • Invoicing Lite
  • Q&A

Afternoon Session 2 Part 1

Afternoon Session 2 Part 2

 
Session 3
Move Requests and Work Orders and Workflows

  Friday, September 22
  9:30am - 12:30pm ET

 
  Post-Receiving Processing
  • What Are Your Post-Receiving Processes?
  • Customizing Your Statuses
  • Managing Your Workflow
  Moving Request and Other Work Orders
  • Moving Items Between Locations
  • Work Order Types and Departments
  • Q&A

Morning Session 3 Part 1

Morning Session 3 Part 2

 

Cataloging

Trainer: Jessica Alverson, Ex Libris

Workshop 1 (3 Sessions)

Sessions Topics Covered Recordings Slides
Session 1
Alma Overview

  Tuesday, September 28
  9:30am - 11:00am ET
  • User Roles and Menus
  • IZ / NZ / CZ Overview
  • Data Structures (Physical vs Electronic)
  • Advanced Searching
  • Q&A

Morning Session 1 * Please be advised of the recording disruption

Workshop Presentation
Session 2
Manual Cataloging

  Tuesday, September 28
  1:30pm - 4:00pm ET
Post-Receiving Workbench
  Metadata Editor Navigation
  • Form Editor
  • Locked Records
  • Headings
  Authority Control
  • Item Editor
  • IZ vs NZ (Overlay, Merge)
  • Copy Cataloging / Merge Preview
  • Q&A

Afternoon Session 2 Part 1

Afternoon Session 2 Part 2

 
Session 3
Bulk Processes

  Wednesday, September 29
  9:30am - 12:30pm ET
Bulk Loading Records
  • Creating Import Profiles
  • Using Import Profiles
 Sets and Jobs
  • Logical vs Itemized Sets
  • Running Jobs on Sets
  • Q&A

Morning Session 3 Part 1

Morning Session 3 Part 2

 

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Sessions Topics Covered Recordings Slides
Session 1
Alma Overview

  Thursday, September 30
  9:30am - 11:00am ET
  • User Roles and Menus
  • IZ / NZ / CZ Overview
  • Data Structures (Physical vs Electronic)
  • Advanced Searching
  • Q&A
Morning Session 1 Workshop Presentation
Session 2
Manual Cataloging

  Thursday, September 30
  1:30pm - 4:00pm ET
 Post-Receiving Workbench
  Metadata Editor Navigation
  • Form Editor
  • Locked Records
  • Headings
  Authority Control
  • Item Editor
  • IZ vs NZ (Overlay, Merge)
  • Copy Cataloging / Merge Preview
  • Q&A

Afternoon Session 2 Part 1

Afternoon Session 2 Part 2

 
Session 3
Bulk Processes

  Friday, October 1
  9:30am - 12:30pm ET
 
  Bulk Loading Records
  • Creating Import Profiles
  • Using Import Profiles
  Sets and Jobs
  • Logical vs Itemized Sets
  • Running Jobs on Sets
  • Q&A

Morning Session 3 Part 1

Morning Session 3 Part 2

 

Alma Analytics

Trainer: Sharai Perkes, Ex Libris

Workshop 1 (1 Session)

Sessions Topics Covered Recordings Slides
Session 1
Alma Analytics

  Tuesday, October 5
  9:30am - 12:30pm ET
 Alma Analytics
  • Out of the Box Reports
  • Basics of Creating Your Own Reports
  • Reports Created by FLVC
Working with Analytics in Alma
  • Creating Sets from Analytics
  • Creating Analytic Objects
  • Q&A

Workshop 1 Part 1

Workshop 1 Part 2

Workshop Presentation

Workshop 2 (Repeat of Workshop 1 - 1 Session)

Sessions Topics Covered Recordings Slides
Session 1
Alma Analytics

  Thursday, October 7
  9:30am - 12:30pm ET
Alma Analytics
  • Out of the Box Reports
  • Basics of Creating Your Own Reports
  • Reports Created by FLVC
Working with Analytics in Alma
  • Creating Sets from Analytics
  • Creating Analytic Objects
  • Q&A

Workshop 2 Part 1

Workshop 2 Part 2

Workshop Presentation