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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-up1:22:38Alma Q&A 8/18/16


Fall 2016 Alma Functional Calls

DateVideo recordingTimeEx Libris Notes
Sep 15, 2016Effective Searching Methods1:15:10Alma Q&A and Chat Transcript 9/15/16
Sep 22, 2016

Detailed Metadata editor functionality and cataloging

55:43Alma Q&A and Chat Trascript 9/22/16
Sep 29, 2016

Creating and editing NZ bib records for ordering purposes

1:00:01Alma Q&A 9/29/16
Oct 6, 2016Batch changes of bibs (Norm Rules)1:09:10Alma Q&A and Chat Transcript 10/06/16
Oct 13, 2016

Merge rules and their relationships to preferred records in both import profiles and external resources searching

43:38Alma Q&A and Chat Transcript 10/13/16
Oct 20, 2016

Setting up and using import profiles

58:28Alma Q&A and Chat Transcript 10/20/16
Oct 27, 2016

PDA/DDA

59:22ZIP
Nov 3, 2016

E-resources activation, video streaming for systemwide purchases

1:20:56ZIP
Nov 10, 2016Shared e-resource activation1:32:02Alma Q&A 11/10/16
Nov 15, 2016Patron Driven Acquisition (note: this is an MP4)1:00:24Notes 11/15/16
Nov 17, 2016

Advanced Terms of Use troubleshooting

1:11:17Alma Q&A and Chat Transcript 11/17/16
Dec 1, 2016Additional questions around workflows incorporating the Network Zone46:34ZIP
Dec 8, 2016

NZ admin and shared acquisitions

1:07:42Alma Q&A and Chat Transcript 12/8/16
Dec 15, 2016

Batch change of inventory and other data (jobs)

1:08:42Alma Q&A and Chat Transcript 12/15/16
Jan 5, 2017More training in Analytics (part 1, part 2)
Alma Chat Transcript 1/5/17


Spring 2017 Alma Functional Calls

DateVideo recordingTimeEx Libris Notes
Feb 2, 2017Letters and notices1:08:33Alma Q&A and Chat Transcript 2/2/17
Feb 9, 2017

Fulfillment: handling fines/fees; tracking lost / claimed returned / missing items (patron services, shelf report, work order, analytics)

52:34

Alma Chat Transcript 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)

1:05:00Alma Chat Transcript 4/6/17
Apr 13, 2017

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


Notes & Chat
Apr 20, 2017Cutover prep (Dolph & team)1:29:00ZIP files
Apr 27, 2017Office Hours on Forms59:00Alma Chat Transcript 4/27/17
May 4, 2017Marcive28:13
May 11, 2017Alma checklist followup - Scheduling and Subscribing to Analytics Reports / Scheduled Jobs / Q&A 1:04:00Notes

Fall 2016 Primo Functional Calls


(See also the Discovery recordings.)


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

Publishing platform, pipes, PNX

50:04Primo Chat 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.)


DateVideo recordingTimeEx Libris Notes
Feb 2, 2017Configuring Views58:04Primo Chat 2/2/17
Feb 9, 2017

Using the sandboxes and setting up/scheduling pipes 

48:58

Primo Chat 2/9/17

01CALS Primo Sandbox.pdf

Feb 16, 2017

Primo Analytics 

38:00
Feb 23, 2017Boosting1:04:00

N/A

March 3, 2017Setting up and scheduling pipes53:00N/A
March 16, 2017FRBR and Dedup55:00FRBR-DEDUP_CalState.pptx