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Summer 2016 Alma Functional Calls
| Date | Video recording | Time | Ex Libris Notes |
|---|
| May 19, 2016 | Searching and users | 56:30 | Answers |
| May 26, 2016 | Resource management | 1:26:42 | Answers |
| Jun 16, 2016 | Fulfillment | 28:42 | Answers |
| Jun 23, 2016 | Work orders and Batch | 1:05:13 | Answers |
| Jun 27, 2016 | Operational Reports | 1:53:39 | Handout |
| Jun 30, 2016 | E-resources | 1:27:48 | Answers |
| Jul 6, 2016 | Analytics | 1:41:45 | Handout |
| Jul 7, 2016 | Purchase Orders | 1:01:16 | Answers |
| Jul 14, 2016 | Course Reserves & Bookings | 47:25 | Answers |
| Jul 15, 2016 | Primo First Look/Configurations | 1:11:40 | Slides |
| Jul 21, 2016 | Admin Fundamentals: User Mgmt & Fulfillment | 48:38 | Answers |
| Jul 28, 2016 | Resource Management Admin | 1:27:27 | Answers |
| Aug 4, 2016 | Acquisitions Admin | 34:52 | Answers |
| Aug 18, 2016 | Workshop follow-up | 1:22:38 |
Answers
Fall 2016 Alma Functional Calls
| Date | Video recording | Time | Ex Libris Notes |
|---|
| Sep 15, 2016 | Effective Searching Methods | 1:15:10 | Notes 09Alma Q&A and Chat Transcript 9/15/16 |
| Sep 22, 2016 | Detailed Metadata editor functionality and cataloging | 55:43 | Notes 09Alma Q&A and Chat Trascript 9/22/16 |
| Sep 29, 2016 | Creating and editing NZ bib records for ordering purposes | 1:00:01 | Notes 09Alma Q&A 9/29/16 |
| Oct 6, 2016 | Batch changes of bibs (Norm Rules) | 1:09:10 | Notes Alma Q&A and Chat Transcript 10/06/16 |
| Oct 13, 2016 | Merge rules and their relationships to preferred records in both import profiles and external resources searching | 43:38 | Notes Alma Q&A and Chat Transcript 10/13/16 |
| Oct 20, 2016 | Setting up and using import profiles | 58:28 | Notes Alma Q&A and Chat Transcript 10/20/16 |
| Oct 27, 2016 | PDA/DDA | 59:22 | ZIP |
| Nov 3, 2016 | E-resources activation, video streaming for systemwide purchases | 1:20:56 | ZIP |
| Nov 10, 2016 | Shared e-resource activation | 1:32:02 | Notes Alma Q&A 11/10/16 |
| Nov 15, 2016 | Patron Driven Acquisition (note: this is an MP4) | 1:00:24 | Notes 11/15/16 |
| Nov 17, 2016 | Advanced Terms of Use troubleshooting | 1:11:17 | Notes Alma Q&A and Chat Transcript 11/17/16 |
| Dec 1, 2016 | Additional questions around workflows incorporating the Network Zone | 46:34 | ZIP |
| Dec 8, 2016 | NZ admin and shared acquisitions | 1:07:42 | Notes Alma Q&A and Chat Transcript 12/8/16 |
| Dec 15, 2016 | Batch change of inventory and other data (jobs) | 1:08:42 | Notes Alma Q&A and Chat Transcript 12/15/16 |
| Jan 5, 2017 | More training in Analytics (part 1, part 2) |
| Notes Alma Chat Transcript 1/5/17 |
Spring 2017 Alma Functional Calls
Notes claiming GetItNow | Mar 9, 2017 | ILL integrations: ILLiad; RapidILL | GetItNow | 59:00 | Gobi Ordering with YBP.pptx ExL files |
| Mar 16, 2017 | Course Reserves | 1:26:00 |
|
| Mar 23, 2017 | Authority Control: Global CZ Management |
| 032317 Authorities.pptx Chat |
| Mar 30, 2017 | Bookings | 40:56 | ZIP files |
Apr 6, 2017 | ERM topics (part 1: Display Logic Rules, GES, openURL best practices, troubleshooting issues) (Megan) | 1:05:00 | Alma Chat Transcript 4/6/17 |
| Apr 13, 2017 | ERM topics (part 2: Maintaining and updating e-resources and portfolios that are already activated in Alma (Megan) |
| Notes & Chat |
| Apr 20, 2017 | Cutover prep (Dolph & team) | 1:29:00 | ZIP files |
| Apr 27, 2017 | Office Hours on Forms | 59:00 | Alma Chat Transcript 4/27/17 |
| May 4, 2017 | Marcive | 28:13 | |
| May 11, 2017 | Alma checklist followup - Scheduling and Subscribing to Analytics Reports / Scheduled Jobs / Q&A | 1:04:00 | Notes |
Fall 2016 Primo Functional Calls
(See also the Discovery recordings.)
Spring 2017 Primo Functional Calls
(See also the Discovery recordings.)