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Next Gen ILS Implementation

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

Recordings

Spring Workshop Recordings

FALSC have made the recordings of each session of the workshops available for staff to watch. The recordings listed below are from the Week 2 workshop held on March 8-11, 2021 and from the Week 6 workshop held on April 5-8, 2021. The presenter for Week 2 was Pam Tejes from Ex Libris, and she used Miami Dade College's Alma interface for all sessions. The presenter for Week 6 was Jenny Draeger from Ex Libris, and she used Florida State University's Alma interface for all sessions.

Please use these recordings as a refresher or to catch up on a session that you could not attend. However, they are not a substitute for the for the live, interactive sessions that are currently being offered each week until May 6th. 

Also, it is imperative that if you cannot attend the Introductory session offered each Monday morning from 9:30-10:30am, but you are attending other sessions later in the week, that you watch the recording of the Introductory session. For instance, if you registered to attend one or more sessions on Fulfillment (Circulation) which are offered on Wednesday and Thursday, you should either attend the Monday morning session or watch the recording listed on this page. Information given in the Introduction session will not be repeated explicitly in other sessions.

The PowerPoint Slides for all of the sessions are now available. All of the sessions used the slides a starting point, but most of the presentation was done within the Alma interface.

[Note: There were some technical issues during a few of the sessions that temporarily halted the session and stopped the recording. So for some of these sessions, there will be multiple recordings.]

Session Topics Covered Week 2: 3/8-3/11
Trainer: Pam Tejes
Week 6: 4/5-4/8
Trainer: Jenny Draeger
Introduction Introduction
Workshop Overview
Inventory Model, Searching
User Roles and Tasks
Video Recording
(1hr 5min)

Video Recording
(1hr 1min)

Session 1

Technical Services Overview
Fund Structures
Vendors, Accounts, Interfaces, EDI

Video Recording
(1hr 7min)
Video Recording
(50min)
 
Session 2
Part 1

Ordering
Order Line Types
Ordering Lifecycle
Ordering Physical One-time: Physical & Electronic Subscriptions

Video Recording
(1hr 35min)

Video Recording
(51min)
 

Session 2
Part 2
Receiving, Activating
Receiving One-time
Receiving Subscriptions (with/without predictions)
Activating E-Resources
Video Recording
(1:13 min)
Video Recording
(53min)
Session 3
Part 1

Invoicing
Invoicing Lifecycle & Integration Options
Creating and Editing Invoices
Taxes

Video Recording
(45min)
Video Recording
(18min)
Video Recording
(33min)
Session 3
Part 2
Manual Cataloging and Record Management
Post-Receiving Processing & Work Orders
Metadata Editor: Templates, Locked Records, Copy Cataloging
Authority Control
Item Editor
Video Recording
(1hr, 30min)
Video Recording
(39min)
Video Recording
(47min)
Session 4 Bulk Catalog, Inventory, and Delivery Maintenance
Import Profiles
PDA/DDA
Bulk Processing: Records, Inventory, Order Lines, Users
Video Recording
(1hr 38min)
Video Recording
(59min)
Video Recording
(27min)
Session 5

Technical Services Q & A

Video Recording
(1hr 35min)
Video Recording
(41min)
Session 6
Part 1

Fulfillment Overview
Fulfillment Policies and Infrastructure
Lost Item Profiles and Notifications
Blocks and Overrides
Patron Limits; Loan Limits

Video Recording
(1hr 7min)

Video Recording
(1hr 1min)
 

Session 6
Part 2
User Management and Notices
User Records: Structure, Ownership, Synchronization
Registering New Users
Customizing and Test Notices
Video Recording
(1hr 22min)
Video Recording
(35min)
Session 7 Patron Services
Loan, Return
Fines and Fees
Overriding Blocks
Video Recording
(1hr 30min)
Video Recording
(1hr 6min)
Video Recording
(6min)
Session 8
Part 1

Requests & Resource Sharing
Placing and Managing Requests
Monitoring Requests and Work Orders
Hold Shelf Maintenance
Other Request Types: Digitization, Res. Sharing

Video Recording
(1hr 11min)
Video Recording
(46min)
Session 8
Part 2
Course Reserves
Courses and Reading Lists
Scan-in Reserve Management
Video Recording
(11min)
Video Recording
(1hr 2min)
Video Recording
(34min)
Session 9

Fulfillment Q & A

Video Recording
(1hr 47min)
Video Recording
(37min)