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Next Gen ILS Implementation

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

Fall Workshops

Fall Workshops for Alma/Primo VE

Now that we've implemented Alma and Primo VE for all 40 institutions, library staff still have questions about certain aspects of our new system. After surveying the Working Groups and reviewing the kinds of questions that have been submitted to the FLVC Help Desk, FLVC will host five additional Ex Libris online workshops for Fall 2021. These sessions will focus on certain parts of the system that staff have questions with rather than a broad overview of all aspects of Alma/Primo VE. The areas covered in the new workshops are: Managing E-Resources, Primo VE, Managing Physical Resources, Cataloging, and Alma Analytics.

All sessions will be led by an Ex Libris Trainer with various FLVC staff members available to assist. The trainer will demonstrate and explain how to perform certain functionality, and there will be plenty of opportunity to ask questions during each session.

The structure of the fall workshops will be different than the spring. Instead repeating the same workshop over five times, we've decided to dedicate a week to each particular area and just repeat the workshop once. This way, staff can choose to attend early or late in the week. Of course, a recording for each workshop will be made available on our Libguide once it is available. To register, please see the listing below along with a link to the registration form for each session. You can also click on the tabs at the top of the page for a description of what will be covered in each workshop. If you have questions, please feel free to contact the FLVC Help Desk at help@flvc.org.

Topic Date and Times (ET) Register
Managing E-Resources
(Workshop 1)

Tuesday, Sept. 7
  (9:30-11:30am; 1:30-4pm)
Wednesday, Sept. 8
  (9:30-Noon)

 
Managing E-Resources
(Workshop 2, repeat of Workshop 1)
Thursday, Sept. 9
  (9:30-11:30am; 1:30-4pm)
Friday, Sept. 10
  (9:30-Noon)
 
Using Primo VE
(Workshop 1)
Tuesday, Sept. 14
  (9:30-11:30am; 1:30-4pm)
Wednesday, Sept. 15
  (9:30-noon)
 
Using Primo VE
(Workshop 2
, repeat of Workshop 1)
Thursday, Sept. 16
  (9:30-11:30am; 1:30-4pm)
Friday, Sept. 17
  (9:30-noon)
 
Managing Physical Resources
(Workshop 1)
Tuesday, Sept. 21
  (9:30-11:00am; 1:30-4:30pm)
Wednesday, Sept. 22
  (9:30am-12:30pm)
 
Managing Physical Resources
(Workshop 2
, repeat of Workshop 1)
Thursday, Sept. 23
  (9:30-11:00am; 1:30-4:30pm)
Friday, Sept. 24
  (9:30am-12:30pm)
 
Cataloging
(Workshop 1)
Tuesday, Sept. 28
  (9:30-11am; 1:30-4pm)
Wednesday, Sept. 29
  (9:30am-12:30pm)
 
Cataloging
(Workshop 2
, repeat of Workshop 1)
Thursday, Sept. 30
  (9:30-11am; 1:30-4pm)
Friday, Oct. 1
  (9:30am-12:30pm)
 
Using Alma Analytics
(Workshop 1)

Tuesday, Oct. 5
  (9:30am-12:30pm)

 

 
Using Alma Analytics
(Workshop 3
, repeat of Workshop 1)

Wednesday, Oct. 6
  (1:30pm - 4:30pm)

 


Click To Register
Using Alma Analytics
(Workshop 2
, repeat of Workshop 1)
Thursday, Oct. 7
  (9:30am-12:30pm)


 

Click To Register

Electronic Resources

Trainer: Sharai Perkes, Ex Libris

 

Workshop 1 (3 Sessions)

Click To Register

Session 1
Alma Overview
  Tuesday, September 7
  9:30am - 11:30am ET
Topics:
  User Roles and Menus
  IZ / NZ / CZ Overview
  Data Structures (Physical vs. Electronic
  Advanced Searching
  Q&A

Session 2
Acquiring and Activating E-Resources
  Tuesday, September 7
  1:30pm - 4:00pm ET

Topics:
  Activating with Ordering
  Activating without Ordering
  Activation Options
  How to Select the Right Collection, etc.
  Q&A

Session 3
Maintaining Electronic Collections & Portfolios
  Wednesday, September 8
  9:30am - Noon ET


 

Topics:
  Automation Options
  Activating Selected Portfolios in CZ
  Creating a Local Collection and Adding Portfolios
  Portfolio Loader to Manage Updates/Deletes
  Import Profiles
  Q&A

 

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Click To Register

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

Session 2
Acquiring and Activating E-Resources
  Thursday, September 9
  1:30pm - 4:00pm ET

Topics:
  Activating with Ordering
  Activating without Ordering
  Activation Options
  How to Select the Right Collection, etc.
  Q&A

Session 3
Maintaining Electronic Collections & Portfolios
  Friday, September 10
  9:30am - Noon ET

 

Topics:
  Automation Options
  Activating Selected Portfolios in CZ
  Creating a Local Collection and Adding Portfolios
  Portfolio Loader to Manage Updates/Deletes
  Import Profiles
  Q&A

Using Primo VE

Trainer: Russell Thompson, Ex Libris

 

Workshop 1 (3 Sessions)

Click To Register

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

Session 2
Primo Searching and Features

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

Topics:
  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

Session 3
Primo Advanced Concepts

  Wednesday, September 15
  9:30am - Noon ET


 

Topics:
  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

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Click To Register

Session 1
Introduction to Discovery

  Thursday, September 16
  9:30am - 11:30am ET
Topics:
  Workshop Overview
  Introduction to Discovery
  Q&A

Session 2
Primo Searching and Features

  Thursday, September 16
  1:30pm - 4:00pm ET

Topics:
  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

Session 3
Primo Advanced Concepts

  Friday, September 17
  9:30am - Noon ET


 

Topics:
  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

Managing Physical Resources

Trainer: Jessica Alverson, Ex Libris

 

Workshop 1 (3 Sessions)

 Click To Register

Session 1
Alma Overview

  Tuesday, September 21
  9:30am - 11:00am ET
Topics:
  User Roles and Menus
  IZ / NZ ? CZ Overview
  Data Structures (Physical vs Electronic)
  Advanced Searching
  Q&A

Session 2
Ordering and Receiving Physical Resources

  Tuesday, September 21
  1:30pm - 4:30pm ET

Topics:
  Ordering
  --Order Line Types
  --Ordering Lifecycle
  --Ordering Physical one-time; Physical subscriptions
  Receiving and Invoicing
  --Receiving One-time
  --Receiving Subscriptions
  --Invoicing Lite
  Q&A

Session 3
Move Requests and Work Orders and Workflows

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


 

Topics:
  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

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Click To Register

Session 1
Alma Overview

  Thursday, September 23
  9:30am - 11:00am ET
Topics:
  User Roles and Menus
  IZ / NZ ? CZ Overview
  Data Structures (Physical vs Electronic)
  Advanced Searching
  Q&A

Session 2
Ordering and Receiving Physical Resources

  Thursday, September 23
  1:30pm - 4:30pm ET

Topics:
  Ordering
  --Order Line Types
  --Ordering Lifecycle
  --Ordering Physical one-time; Physical subscriptions
  Receiving and Invoicing
  --Receiving One-time
  --Receiving Subscriptions
  --Invoicing Lite
  Q&A

Session 3
Move Requests and Work Orders and Workflows

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


 

Topics:
  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

Cataloging

Trainer: Jessica Alverson, Ex Libris

[Note: Session 1 of this workshop is identical to Session 1 of the Managing Physical Resources Workshop which is held on Sept. 21 and 23. If you attend both workshops, you do not need to attend this session again.]

 

Workshop 1 (3 Sessions)

Click To Register

Session 1
Alma Overview

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

Session 2
Manual Cataloging

  Tuesday, September 28
  1:30pm - 4:00pm ET

Topics:
  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

Session 3
Bulk Processes

  Wednesday, September 29
  9:30am - 12:30pm ET


 

Topics:
  Bulk Loading Records
  --Creating Import Profiles
  --Using Import Profiles
  Sets and Jobs
  --Logical vs Itemized Sets
  --Running Jobs on Sets
  Q&A

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

 Click To Register

Session 1
Alma Overview

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

Session 2
Manual Cataloging

  Thursday, September 30
  1:30pm - 4:00pm ET

Topics:
  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

Session 3
Bulk Processes

  Friday, October 1
  9:30am - 12:30pm ET


 

Topics:
  Bulk Loading Records
  --Creating Import Profiles
  --Using Import Profiles
  Sets and Jobs
  --Logical vs Itemized Sets
  --Running Jobs on Sets
  Q&A

Alma Analytics

Trainer: Sharai Perkes, Ex Libris

 

Workshop 1 (1 Session)

Click To Register

Session 1
Alma Analytics

  Tuesday, October 5
  9:30am - 12:30pm ET
Topics:
  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 3 (Repeat of Workshop 1 - 1 Session)(Added Session)

 Click To Register

Session 1
Alma Analytics

  Wednesday, October 6
  1:30pm - 4:30pm ET
Topics:
  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 (Repeat of Workshop 1 - 1 Session)

 Click To Register

Session 1
Alma Analytics

  Thursday, October 7
  9:30am - 12:30pm ET
Topics:
  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