- Pre-conference webinar: Alma topology and CSU tech services and resource sharing policies
- Day 1 Powerpoints: Acquisitions / IZ eResource Workflows / Shared eResource Workflows
- Day 2 Powerpoints: Invoicing Tax and Cataloging
- Day 3 Powerpoints: RS and Walk In
- Video recordings
Alma Workshop Agenda
Day 1
Workshop overview & Agenda Review
All project members
Video Links Introduction & Concepts
Chancellor’s Office introduction
Topology
Technical services & Acquisitions staff
Ordering and Receiving
Introduction, lifecycles and policies
Ordering physical single title and standing orders
Receiving one-time orders
Temporary new books location
Technical services & Acquisitions staff
Institutional e-acquisitions workflows
Activating collections from the CZ
Ebooks: activating and (optionally) loading records
E-resource task list and management
Technical services & Acquisitions staff
Centralized e-acquisitions workflows
Chancellor’s Office introduction
Concepts and shared data (vendors, licenses)
Individual institutional purchase workflows based on shared records
Technical services & Acquisitions staff
Day 2
Invoicing and tax
Billing, payment, and synchronization
Tax and use tax
Technical services & Acquisitions staff
Part 1 Part 2 Part 3 NZ concepts and cataloging policies
Chancellor’s Office introduction
Overall scope of policies
Administration and communication
Policies and Principles
Technical services & Acquisitions staff
Part 1 Part 2 Part 3 Manual cataloging workflows
Cataloging within the acquisitions framework
Working from Connexion
Technical services & Acquisitions staff
Import profiles
Importing to NZ
Match/Merge Choices
Multi-match handling options
Unlinking bibs from CZ
EOD and inventory creation
Gov docs and local portfolios deduped against NZ
Technical services & Acquisitions staff
Bulk data updates
Inventory / user / other update jobs, withdrawals
Normalization rules syntax and usage
Shared configuration (import profiles, norm rules, bulk NZ update responsibility)
Technical services & Acquisitions staff
Day 3
Resource Sharing
Resource sharing task force introduction
Concepts (configuration, rotas, workflows)
Request lifecycles
Miscellaneous resource sharing topics
Fulfillment staff
Walk-in borrowing
Loan and return to remote patron
Return in the wrong library
Fulfillment staff
Miscellaneous circulation topics
Lost and missing workflows
Fine and fee management
Fulfillment staff
Wrap-up; Q&A; next steps
All project members
Page Comparison
Manage space
Manage content
Integrations