Related product I-Share

Office Hours Recordings of CARLI Alma & Primo VE Office Hours

These webinars focus on a variety of Alma and Primo VE topics.

Office Hours Recordings by Calendar Year



Additional CARLI Webinar Series on Alma and Primo VE

CARLI Technical Services Q&A Series
Let's Talk About Fulfillment Series
CARLI Primo VE Webinars
Ex Libris Knowledge Days 2021 and CARLI Post-Session Discussions
Ex Libris Implementing Acquisitions Series 2021 CARLI Post-Session Discussions

Office Hours: 2024

January 26, 2024
I-Share Annual Statistical Package: Find the Right Report

Slide deck (PDF)
Slide deck (PPT)
I-Share Annual Statistical Package: Tips on using these reports to fill out surveys from external agencies
20240126 Office Hours Transcript

February 8, 2024
Alma/Primo VE February Release Review

Slides (PDF format)
Slides (Powerpoint format)
20240208 Office Hours Transcript

March 14, 2024
Back 2 P2E

Slides with script/notes (PowerPoint format)
Slides (PDF format)
20240314 Office Hours Transcript

May 9, 2024
Alma/Primo VE May Release Review

Slide deck (PDF)
Slide deck (PPT)
202400509 Office Hours Transcript




Office Hours: 2023

January 12, 2023
I-Share Annual Statistical Package: Find the Right Report

I-Share Annual Statistical Package: Tips on using these reports to fill out surveys from external agencies

February 9, 2023
Alma/Primo VE February Release Review


April 13, 2023
E-Resources Linking Troubleshooting  Part II:
OpenURL and CTO

Slides as PDF

Slides as PPT with script/notes

May 11, 2023
New Feature Release


June 8, 2023
Alma Cloud Apps and Newsbank Article-Level Linking

Cloud Apps in Alma

July 13, 2023
Named Users in Alma

Named User Document Guide
CARLI’s Named User FAQ

August 10, 2023
August 2023 Feature Release

New PO Line Task List
Opting In or Out of a New Feature
Manage sets video
Analytics webinar
Search for Physical Titles in the Library Scope
Improved Menu Search
New User Interface for Customizing Letters in Alma
Automatic Upload of Electronic Holdings
Control Ability to Ignore Title Based Link Resolving
CDI Document Attributes
Display CDI document attributes
Customizing Primo VE Labels
Configuring the Resource Type Filter Bar
Resource Recommender for Primo VE
Managing Collections
Configuring Collection Discovery for Primo VE
Enabling Pre-Filters for Basic Searches

September 14, 2023
E-Resources in Alma and CARLI Selection System


October 12, 2023
Springshare A-Z List Primo VE integration and Decluttering Primo VE View Online


See the CARLI Shared Documentation Depository page for step-by-step directions.

November 9, 2023
November 2023 Feature Release

Release and Maintenance Schedule
Alma Release Notes
Primo VE Release Notes

December 14, 2023
Lab Reports

Managing an Exam Database Using Alma/Primo VE
Reserve Usage Statistics
Combining Shelf Reporter Tools

Office Hours: 2022


January 13, 2022
EBSCOHost Parser Change/Duplicate Record Cleanup Basics

February 10, 2022
Community Zone Updates Task List (CZUTL)

March 10, 2022
Open Q & A


April 14, 2022
Setting Up and Using SUSHI in Alma


Setting up SUSHI Harvesting in Alma

May 12, 2022
Lab Reports on Primo VE

Creating a New Titles Collection in Primo
Citation Styles in Primo VE
Resource Recommender

June 9, 2022
Workflows/Updates for User Record Purge and Transaction Anonymization

Alma User Record Purge

July 14, 2022
User Management: Creating & Updating User Data


September 8, 2022
Primo VE Potpourri


October 13, 2022
Title Reduction Project Update


November 10, 2022
Lab Reports

Using Purchase Requests to Increase Book Requesting
Display Preparation with Circulation Work Orders
Making lemonade out of lemons Alma's Electronic Resource Activation Task List
Real Time Scanning and Shelf Reporter

December 8, 2022
E-Resources Changes and Troubleshooting Links


Office Hours: 2021


January 14, 2021
Discussion of Future Office Hours Topics; Reminders and Announcements; Participant Q & A

Submit a topic for Office Hours
January 28, 2021
Student Information Systems (SIS) Synchronization

Slides with speaker notes
I-Share Mandatory Fields for Public User Records
Student Information System Integration Setup
February 11, 2021
Process for updating Community Zone (CZ) and Network Zone (NZ) records

Ex Libris' Alma CRM Documentation
Ex Libris' Documentation on Managing Electronic Resources: See section on "Editing a Portfolio Using the Electronic Portfolio Editor" subsection "Coverage"
February 25, 2021
Participant Q & A


March 11, 2021
Work Orders


March 25, 2021
End of Term User Management Activities

Slides with Chat

April 8, 2021
Alma Course Reserves: Semester Transition

April 22, 2021
Participant Q & A

May 13, 2021
Lab Reports: Informal Lightning Rounds

Creason_LEW Adding a Google Scholar GES to Primo
Stern_SXU Local extension subject headings
May 13 Office Hours Follow Up: Resources on Collections and Local Fields and Local Collections
May 27, 2021
No Session due to ELUNA Closing Session at same time.
June 10, 2021

June 24, 2021
Primo VE and CDI: Improve Discoverability and Promote Efficient and Effective Searching

Slides  CDI Changes Checklist
July 22, 2021
I-Share Union View / Annual Stats Package

August 12, 2021
Participant Q & A

August 26, 2021
Managing Named Users in Alma

Note that the video from 25:22 to 32:45 was rerecorded (the next video on this page)
August 26, 2021
Rerecorded video presentation
September 9, 2021
Alma Bibliographic Title Count Overage

October 14, 2021
Named User and Title Reduction Count Update

November 18, 2021
Related Records in Alma


December 16, 2021
Lab Reports

Adding a Report Button to Primo
Adding a New Library in Alma


Office Hours: 2020

January 9, 2020
Resource Management in the consortial environment; adding inventory without ordering

January 16, 2020
Patron record clean up for Alma Migration: Recommended and Required

Slides | Slides with speaker notes
January 23, 2020
Automated Fulfillment Network (AFN) similarities/differences to Voyager; call to begin testing

Registration open for Alma Automated Fulfillment Network (AFN) testings sessions
January 30, 2020
Developer's Network, Spine-o-Matic, overview of authentication

February 6, 2020
Alma Work Orders, using the bindery workflow as example

Combined Slides and Handouts
February 13, 2020
Reviewing P2E and Link Resolver Data

February 20, 2020
Fiscal Period Close

February 27, 2020
Introduction to the new Ex Libris Central Discovery Index (CDI)

Recommended prerequisite video
Slides (note updated from 2/27.)
March 4, 2020
I-Share Network Zone Cataloging Recommendations

March 5, 2020
Big Picture of Spring Calendar: Migration deadlines, freeze dates, and expectations

March 12, 2020
Student Information System (SIS) Integration- Updates

I-Share Mandatory User Record Fields
Student Information Systems (SIS) Specific Patron Extract Resources
Alma Student Information System (SIS) Integration Setup
March 19, 2020
Migration Form Updates, due April 1

Updating the Migration Form
March 26, 2020
Update: Letters, AFN testing, and participant Q & A

Configuring Outgoing Email Address
List of Alma Letters, note the "Patron Facing" column
March 27, 2020
OCLC Connexion Gateway Export

Overview (0:00 - 5:14)
Integration Profile (5:15 - 9:24)
Connexion Client Gateway Export (9:25 - 18:32)
Connexion Web Browser Gateway Export (18:33 - 24:57)
April 2, 2020
Getting Ready for Primo VE

The CARLI Instruction Committee and Public Services Committee together planned a daylong program for library staff exploring and discussing Primo VE.

April 9, 2020
Project Timeline Updates with Participant Q & A

April 16, 2020
Alma Calendars, Authentication Testing, and Updating Proxy Links
Slides- Calendars
Slides- Authentication Testing and Changing Proxy
April 23, 2020
Review of P2E Process with Participant Q & A


April 27, 2020
Keeping WorldCat Holdings in Sync; Utilizing Our Continuing Data Sync Collections with Alma Publishing

Slides with 5/11 addition:
Slide 4 suppress options also need "Don't publish" set to trigger a delete. 

Sample Testing Chart

April 30, 2020
Voyager Tech Freeze, Alma Config Freeze, Participant Q & A

May 7, 2020
Brief Review of Deadlines with Participant Q & A

May 14, 2020
Importing Local Files from OCLC Connexion to Alma

May 21, 2020
Refresher on Using Alma Sandboxes and Data Review at Go-Live

May 28, 2020
Brief Review of Deadlines with Participant Q & A
June 4, 2020
Reviewing your library's bibliographic data, Network Zone (NZ) refresher for data review, and Participant Q & A


June 11, 2020
The Home Stretch to Go-Live


June 18, 2020
Participant Q & A
June 25, 2020
Day 2 on Alma! Participant Q & A

Library Tasks "Day One" and Beyond in Alma / Primo VE
Areas of future work in Alma and Primo VE
July 2, 2020
Overview on Alma Monthly Alma Updates, options for materials quarantine, Participant Q & A

Ex Libris Covid19 Alma Best Practices
Alma Configuration: Add a new Library
Alma Configuration: Add a new Location (TBD)
July 9, 2020
Monthly Release Review, AFN Enable Steps, Electronic Collections Checking, and OCLC Collection Manager/ Data Sync Publishing

July 16, 2020
Automated Fulfillment Network Review

How To: Staff workflows for Alma Requests- Local and AFN
July 23, 2020
Participant Q & A

July 30, 2020
Participant Q & A

Switch begins to Office Hours held the 2nd and 4th Thursday each month. August 13, 2020
I-Share Alma and Primo VE Sandboxes, Alma/Primo VE website reorganization, Participant Q & A

Session Chat
August 27, 2020
Updates, reminders, and announcements including PO Line Types, On Hold Shelf Letter Customizationn, Printing Options in Alma

September Release Notes
Purchase Order Line Type Recommendations
Overview: Printing (and emailing) Options in Alma
Availability Status in Primo VE
September 2, 2020
Cataloging Q&A

Session Chat
September 9, 2020
Cataloging Government Documents in I-Share Brainstorming Session

Slides and Session Chat
September 10, 2020
Ex Libris training opportunities, best practices for troubleshooting and reporting issues

ELUNA Alma email list
ELUNA Primo email list
Ex Libris System Status
September 24, 2020
OCLC Data Sync publishing updates; recent CARLI Board of Directors actions; Known Issues webpage; Fulfillment/AFN known issues workarounds

Ex Libris Alma 2020 What’s New Videos
Alma and Primo VE: Known Issues
Ex Libris Idea Exchange
October 8, 2020
Improve the Alma/Primo VE linking to full text articles and eBooks, followed by participant Q & A

Google Scholar
Electronic Resource Management - Cataloging and Acquisitions
October 22, 2020
Voyager and SFX ending 10/30, Files Server Update, November Release, followed by Participant Q & A

November 12, 2020
Upcoming Events, Local and I-Share/AFN requesting during winter break, Participant Q & A

Links shared during presentation and Q&A

December 2, 2020
Technical Services Q & A: Serials Receiving

Serials session chat

December 7, 2020
Technical Services Q & A: Deleting and Withdrawing

Deleting and Withdrawing Session Chat
Deleting and Withdrawing Draft Instructions

December 10, 2020
Augmenting link resolving and deactivating e-collections in Alma, Participant Q & A

December 15, 2020
Technical Services Q & A: Cataloging Ebooks

Ebooks Session Slides and Chat


Office Hours: 2019

May 24, 2019
I-Share Alma and Primo VE
Test Migration Project Launch

June 10, 2019
Explanation of the Alma Test Load Location Spreadsheet, due July 23
June 17, 2019
CARLI Alma Primo VE
Migration Form, due July 23

June 24, 2019
Discussion of the P2E File, due July 9

July 11,2019
I-Share Alma Primo VE Kickoff

July 18,2019
Q and A, Review of Library
Tasks due 7/23/2019

July 25, 2019
Overviews of the I-Share Library Alma/Primo VE sandbox environments and the training documentation on the Ex Libris website

August 1, 2019
Introduction to Alma Data
Review Procedures

Alma Data Review Test Procedures
August 8, 2019
Introduction to the Alma Network Zone

August 15, 2019
Introduction to Fulfillment (Circulation) settings for test load configuration

August 22, 2019
Introduction to the Alma
Community Zone

August 29, 2019
Introduction to the Alma
Configuration Form

Alma Configration Form Directions
September 5, 2019
CARLI's Annotated Configuration
Form Directions, Printers

Sample configuration form
Alma Configration Form Directions
September 11, 2019
Participant Q and A on the Configuration Form due 9/18/2019

September 12, 2019
Participant Q and A on the Configuration Form due 9/18/2019

The first few moments of the recording are cut off; Jen Masciadrelli was discussing the Alma Configuration Form Guide change log.
Websites referenced:
Alma Configuration Form Guide change log
Primo VE Depository Tab for CARLI Digital Collections Users
EBSCO Admin Site for EBSCO credentials
September 19, 2019
Data Review: Explanation
of Phases and Preparation

Alma Data Review Test Procedures
September 26, 2019
Alma search options for
Voyager record examples

Alma Data Review Test Procedures
October 3, 2019
Reviewing P2E and Link Resolver Data

No Office Hours held
October 10, 2019
October 17, 2019

October 24, 2019
Test Environments are Ready!
Data Review Next Steps

Slides with notes
October 31, 2019
User Role Management

Slides with notes
Outstanding Q&A on tracking changes
November 7, 2019
Fulfillment Configuration Utility

November 13, 2019
Local Data in Alma

November 14, 2019
First Look at Primo VE

November 18, 2019
Local Data in Alma

November 21, 2019
Student Information System (SIS) Integration

Slides, Part 1
Slides, Part 2
I-Share Mandatory Fields
Q & A during presentation
November 28, 2019
No Office Hours Held; Thanksgiving
December 5, 2019
Introduction to Printing and Alma Letters
Part 1, Printing- Recording:

Slides, Part 1
Slides, Part 1, Slide 21/22 (enlarged)
Part 2, Letters- Recording coming soon
Slides, Part 2
December 12, 2019
Participant Q & A
December 19, 2019
Participant Q & A