Table of Contents

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Date	Video recording	Time	Ex Libris Notes
Sep 15, 2016	Effective Searching Methods	1:15:10	Alma Q&A and Chat Transcript 9/15/16
Sep 22, 2016	Detailed Metadata editor functionality and cataloging	55:43	Alma Q&A and Chat Trascript 9/22/16
Sep 29, 2016	Creating and editing NZ bib records for ordering purposes	1:00:01	Alma Q&A 9/29/16
Oct 6, 2016	Batch changes of bibs (Norm Rules)	1:09:10	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	Alma Q&A and Chat Transcript 10/13/16
Oct 20, 2016	Setting up and using import profiles	58:28	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	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)		Alma Chat Transcript 1/5/17

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Date	Video recording	Time	Ex Libris Notes
Feb 2, 2017	Letters and notices	1:08:33	Alma Q&A and Chat Transcript 2/2/17
Feb 9, 2017	Fulfillment: handling fines/fees; tracking lost / claimed returned / missing items (patron services, shelf report, work order, analytics)	52:34	Alma Chat Transcript 2/9/17 020717 Fines fees lost.docx
Feb 16, 2017	Serials part 1: receiving workflows	1:14:00	Alma Chat Transcript 2/16/17
Feb 23, 2017	Serials part 2: prediction and claiming	1:20:00	ZIP File
Mar 2, 2017	ILL integrations: ILLiad	1:01:00	ZIP File
Mar 9, 2017	Tech services integrations: YBP; CCC 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	Notes
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

Date	Video recording	Time	Ex Libris Notes
Oct 6, 2016	Introduction to Primo	43:15	Primo Notes Chat 10/06/16
Oct 13, 2016	Publishing platform, pipes, PNX	50:04	Primo Notes Chat 10/13/16
Oct 20, 2016	Normalization Rules	58:06	Chat
Oct 27, 2016	Scopes, views, labels	43:27	Chat

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Spring 2017 Primo Functional Calls

Date	Video recording	Time	Ex Libris Notes
Feb 2, 2017	C onfiguring Views	58:04	Primo Chat 2/2/17
Feb 9, 2017	Using the sandboxes and setting up/scheduling pipes	48:58	Primo Chat 2/9/17 01CALS Primo Sandbox.pdf
Feb 16, 2017	Primo Analytics	38:00	Primo Chat 2/16/17
Feb 23, 2017	Boosting	1:04:00	N/A
March 3, 2017	Setting up and scheduling pipes	53:00	N/A
March 16, 2017	FRBR and Dedup	55:00	FRBR-DEDUP_CalState.pptx

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