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  • Pre-conference webinar: Alma topology and CSU tech services and resource sharing policies
    • Slides used by Luiz here
    • Slides used by John here
  • 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

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