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Day 2: August 14


Fulfillment

Resource Sharing

Resource Mgmt

Acq/ERM

Discovery

8:30-9:00

Refreshments: Light breakfast

9:00–9:15

Welcome and acknowledgement of functional groups

·       Overview and agenda review

·       Logistics

9:15–10:30

Fulfillment Group Meeting

Zoom recording

Transcript

CSU+ Best Practices (CSU - Res Sharing Comm)      

Zoom recording

Presentation materials

Workflows from end-to-end (CSU - Marcus Jun)

Zoom recording

youtube

Presentation materials


Invoicing & Taxes (ExL - Megan Drake)      

Zoom recording

Alma Tax Handling Workflows.docx

Piping in Outside Sources (CSU - David Walker, David Palmquist, Nikki Demoville, Christian Ward)

Zoom recording 

10:30-10:45

Break

10:45–12:00

TOUs (CSU - Christine Evans, Cathe Olson, Matthew Prutsman)       

Zoom recording

Transcript

Resource Sharing Group Meeting

Zoom recording

Presentation materials

Identification of Source of Records and Troubleshooting using Alma/Primo (CSU - Res Mgmt Comm)

Zoom recording

youtube

Presentation materials

ISSN Link Resolution (CSU - Chris Bulock)

Zoom recording

Presentation materials

Basic and Advanced Back Office Topics (ExL - Megan Drake)

Zoom recording

GetIt ViewIt.pptx

12:00-1:00

Lunch provided

1:00–2:15

Lost Loan Profile & Fulfillment House Cleaning (ExL - Megan Drake)

Zoom recording

Transcript

Visiting Patron and CSU+ (CSU - Joe Adkins, Jesi Brubaker-Vaughn)

Zoom recording

Presentation materials

Resource Management Group Meeting

Zoom recording

youtube

Presentation materials

Tips and Tricks (CSU - Kirstie Genzel, Christine Holmes)

Zoom recording

Presentation materials

ACQ/ERM How-to Articles


Primo Customization Ideas and Best Practices (CSU - Mike DeMars)

Zoom recording

2:15-2:30

Break

2:30–3:45

Best practices for lost, missing and searching items (CSU - Jamie Lamberti, Kevin Phillips)

Zoom recording

Transcript

Troubleshooting errors (ExL - Megan Drake)

Zoom recording (must authenticate to view)

Presentation materials

Normalization rules (basic and intermediate)  & Configuring Normalization Processes (CSU - Israel Yanez)

Zoom recording

youtube

Presentation materials

Acquisitions & ERM Group Meeting

Zoom recording

Presentations materials

Discovery Group Meeting

Zoom recording

3:45-4:00

Wrap-up

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