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Summer 2016 Alma Functional Calls

DateVideo recordingTimeEx Libris Notes
May 19, 2016Searching and users 56:30Answers
May 26, 2016Resource management1:26:42Answers
Jun 16, 2016Fulfillment28:42Answers
Jun 23, 2016Work orders and Batch1:05:13Answers
Jun 27, 2016Operational Reports1:53:39Handout
Jun 30, 2016E-resources1:27:48Answers
Jul 6, 2016Analytics1:41:45Handout
Jul 7, 2016Purchase Orders1:01:16Answers
Jul 14, 2016Course Reserves & Bookings47:25Answers
Jul 15, 2016Primo First Look/Configurations1:11:40Slides
Jul 21, 2016Admin Fundamentals: User Mgmt & Fulfillment48:38Answers
Jul 28, 2016Resource Management Admin1:27:27Answers
Aug 4, 2016Acquisitions Admin34:52Answers
Aug 18, 2016Workshop follow-up1:22:38Answers


Fall 2016 Alma Functional Calls


Spring 2017 Alma Functional Calls

DateVideo recordingTimeEx Libris Notes
Feb 2, 2017Letters and notices1:08:33Notes
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


Feb 23, 2017Serials part 2: prediction and claiming 1:20:00ZIP File
Mar 2, 2017

ILL integrations: ILLiad

1:01:00ZIP File
Mar 9, 2017Tech services integrations: YBP; CCC GetItNow 59:00

Gobi Ordering with YBP.pptx

ExL files

Mar 16, 2017Course Reserves1:26:00
Mar 23, 2017Authority Control: Global CZ Management

032317 Authorities.pptx

Chat

Mar 30, 2017Bookings40:56ZIP files

Apr 6, 2017

ERM topics (part 1: Display Logic Rules, GES, openURL best practices, troubleshooting issues) (Megan)

1:05:00Chat Transcript
Apr 13, 2017

ERM topics (part 2: Maintaining and updating e-resources and portfolios that are already activated in Alma (Megan)



Apr 20, 2017Cutover prep (Dolph & team)

Fall 2016 Primo Functional Calls


(See also the Discovery recordings.)


DateVideo recordingTimeEx Libris Notes
Oct 6, 2016Introduction to Primo43:15Primo Notes 10/06/16
Oct 13, 2016

Publishing platform, pipes, PNX

50:04Primo Notes 10/13/16
Oct 20, 2016

Normalization Rules

58:06
Oct 27, 2016Scopes, views, labels43:27

Spring 2017 Primo Functional Calls


(See also the Discovery recordings.)


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