Page Comparison

Administration

9/14/16

1-2pm

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Link to video recording

Chat Transcript

Powerpoint (to see the notes section of the ppt, download the file)

Scenarios covered:

• I hired a new cataloger. What do I need to do in Alma to get them up and running? (etting up new users and assigning roles)
• We are moving a range of books temporarily from the 7th floor to the 8th floor. How can I batch change the location of these items? (creating sets and running jobs)

Follow up on Kevin's question regarding Shibboleth Integration and user logins: The Shibboleth integration should take care of authenticating users for both Alma and Primo. Any additional Identifiers added to the user account would be for internal use only, not for authentication.

The Roles and Registration Configuration page has sample Roles and Privileges reports at the end of the page.

The Managing User Roles page has a table with descriptions of Alma user roles.

9/23/16

10-11am

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Link to video recording

Chat transcript

Topics covered:

• Sarina demonstrated the original "create a list for a librarian analyzing the nursing collection with use stats" scenario.
• Error messages when running a set - some job reports have detail, others don't.
• Is Spine-o-matic compatibile with Mill/Sierra? (The answer is no) Can we test using Spine-o-matic during the test load?
• Can we test APIs during the test load?

Here's a link to more information about printing in Alma, presented at the Fresno meeting in March: Printing in Alma

9/28/16

2:30-3:30pm

Christine Ashley, CSU San Marcos

Liz Rallos, CSU San Marcos

Scenario covered:

• Globally adding $9LOCAL to a subset of records in order to ensure local notes are retained in records connected to the NZ. (Indication Rules, Normalization Rules)

10/5/16

10-11am

Marcus Jun, CSU Northridge

Luiz Mendes, CSU Northridge

Scenario covered:

• Copy cataloging using OCLC Connexion. Starting with a brief record with and without an OCLC number.

10/7/16

1-2pm

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Link to video recording

Chat Transcript

Office Hours Notes

10/11/16

10-11am

Richard Cotenas, Sacramento State

Stacie Jensen, Sacramento State

Nancy Opshal, Sacramento State

10/21/16

1-2pm

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

Link to video recording

Chat transcript

Link to workflow used as a "script"

Topic covered:

• Ordering a resource
• Creating, reviewing and packaging POLs
• Creating and reviewing invoices

Links from the session:

• Good overview presentation (~30 mins) on creating and reviewing POLs
• Ex Libris description of various Acquisition Methods, chosen during POL creation
• Ex Libris documentation: packaging POLs into a PO
• Ex Libris documentation: Configuring invoice lines that automatically appear when creating an invoice

10/28/16

1-2pm

Natasha Allen, San Jose State

Rachael-Joy Davis, Sacramento State

Kevin Phillips, Cal State Fullerton

Scenarios covered:

• Set up a new course in Course Reserves, add reading lists containing personal copies and library copies of materials.
• A damaged book is returned by a patron. Assess and collect fines and determine next steps for the damaged item. (Fines/fees, work orders)

11/4/16

1-2pm

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

11/8/16

11am-12pm

Jennifer Rogers, San Diego State

Tyler Rogers, San Diego State

Link to session: https://calstate.zoom.us/j/429674705

Scenario covered:

• Creating a local collection from vendor data. The collection does not currently exist in the Community Zone or does not contain adequate bibliographic metadata in the Community Zone. (Adding, updating or removing Portfolio information in bulk from a vendor file)
  

Monthly Meeting

11/8/16

11/18/16

10-11am

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

David Walker, Chancellor's Office

Brandon Dudley, Chancellor's Office

Note: today's office hours are combined with ULMS project office hours

Link to session: https://calstate.zoom.us/my/bdudley

11/29/16

10-11am

Nikki DeMoville, Cal Poly San Luis Obispo

Karen Schlesser, San Jose State

Link to session: https://calstate.zoom.us/j/606223231

Scenario covered:

• ACRL/IPEDS covers 3 areas where Analytics will be needed: materials expenditures, collection size, and circulation/usage. We will present an example analytics report for each and demonstrate how to edit them to fill other analytics needs.

ERM Task Force

Monthly Meeting

12/6/16

11am-12pm

12/9/16

10-11am

Sarina Sinick, Chancellor's Office

Mallory DeBartolo, Chancellor's Office

David Walker, Chancellor's Office

Brandon Dudley, Chancellor's Office

Note: today's office hours are combined with ULMS project office hours

Link to session: https://calstate.zoom.us/my/bdudley