Related product I-Share

Recordings of CARLI Alma & Primo VE Office Hours

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

Recordings by Calendar Year

2021
2020
2019

Office Hours: 2021

January 14, 2021
Forthcoming
January 28, 2021
Forthcoming
February 11, 2021
Forthcoming
February 25, 2021
Forthcoming
March 11, 2021
Forthcoming
March 25, 2021
Forthcoming
April 8, 2021
Forthcoming
April 22, 2021
Forthcoming
May 6, 2021
Forthcoming

Office Hours: 2020

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

Slides
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

Slides
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

Slides
February 20, 2020
Fiscal Period Close

Slides
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

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

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

Slides
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

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

Slides
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)
Documentation
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

Slides
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

Slides

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

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

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

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

Slides
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

Slides

June 11, 2020
The Home Stretch to Go-Live

Slides

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

Slides
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

Slides
 
July 16, 2020
Automated Fulfillment Network Review

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

Slides
July 30, 2020
Participant Q & A

Slides
 
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

Slides
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

Slides
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

Slides
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

Slides
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

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

Slides
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 Slides and Session Chat

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

Slides
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


Slides
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


Slides
July 11,2019
I-Share Alma Primo VE Kickoff


Slides
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


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


Slides
August 22, 2019
Introduction to the Alma
Community Zone


Slides
August 29, 2019
Introduction to the Alma
Configuration Form


Slides
Notes
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


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

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


Slides
Slides with notes
October 31, 2019
User Role Management

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


Slides
November 13, 2019
Local Data in Alma


Slides
November 14, 2019
First Look at Primo VE

Slides
November 18, 2019
Local Data in Alma

Slides
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