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Summer 2016 Alma Functional Calls
Date | Video recording | Time | Ex Libris Notes |
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May 19, 2016 | Searching and users | 56:30 | Answers |
May 26, 2016 | Resource management | 1:26:42 | Answers |
Jun 16, 2016 | Fulfillment | 28:42 | Answers |
Jun 23, 2016 | Work orders and Batch | 1:05:13 | Answers |
Jun 27, 2016 | Operational Reports | 1:53:39 | Handout |
Jun 30, 2016 | E-resources | 1:27:48 | Answers |
Jul 6, 2016 | Analytics | 1:41:45 | Handout |
Jul 7, 2016 | Purchase Orders | 1:01:16 | Answers |
Jul 14, 2016 | Course Reserves & Bookings | 47:25 | Answers |
Jul 15, 2016 | Primo First Look/Configurations | 1:11:40 | Slides |
Jul 21, 2016 | Admin Fundamentals: User Mgmt & Fulfillment | 48:38 | Answers |
Jul 28, 2016 | Resource Management Admin | 1:27:27 | Answers |
Aug 4, 2016 | Acquisitions Admin | 34:52 | Answers |
Aug 18, 2016 | Workshop follow-up | 1:22:38 | Answers |
Fall 2016 Alma Functional Calls
Date | Video recording | Time | Ex Libris Notes |
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Sep 15, 2016 | Effective Searching Methods | 1:15:10 | Notes 09/15/16 |
Sep 22, 2016 | Detailed Metadata editor functionality and cataloging | 55:43 | Notes 09/22/16 |
Sep 29, 2016 | Creating and editing NZ bib records for ordering purposes | 1:00:01 | Notes 09/29/16 |
Oct 6, 2016 | Batch changes of bibs (Norm Rules) | 1:09:10 | Notes 10/06/16 |
Oct 13, 2016 | Merge rules and their relationships to preferred records in both import profiles and external resources searching | 43:38 | Notes 10/13/16 |
Oct 20, 2016 | Setting up and using import profiles | 58:28 | Notes 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 | Notes 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 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 12/8/16 |
Dec 15, 2016 | Batch change of inventory and other data (jobs) | 1:08:42 | Notes 12/15/16 |
Jan 5, 2017 | More training in Analytics (part 1, part 2) |
| Notes 1/5/17 |
Spring 2017 Alma Functional Calls
Date | Video recording | Time | Ex Libris Notes |
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Feb 2, 2017 | Letters and notices | 1:08:33 | Notes |
Feb 9, 2017 | Fulfillment: handling fines/fees; tracking lost / claimed returned / missing items (patron services, shelf report, work order, analytics) | 52:34 | Alma Notes 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
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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 |
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Mar 16, 2017 | Course Reserves |
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Mar 23, 2017 | Authority Control: Global CZ Management |
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Mar 30, 2017 | Bookings |
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Fall 2016 Primo Functional Calls
(See also the Discovery recordings.)
Spring 2017 Primo Functional Calls
(See also the Discovery recordings.)