Related product I-Share

Recordings of CARLI Alma & Primo VE "Office Hours"

Last update: May 6, 2026

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

Recordings by Calendar Year

2024
2023
2022
2021
2020

Additional CARLI Webinar Series on Alma and Primo VE

Quarterly Alma/Primo VE Release Reviews

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 video

Slide deck (PPT)

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

20240126 Office Hours Transcript

March 14, 2024

Back 2 P2E video 

Slides with script/notes (PowerPoint format)

20240314 Office Hours Transcript

Office Hours: 2023

January 12, 2023

I-Share Annual Statistical Package: Find the Right Report

Slides

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

April 13, 2023

E-Resources Linking Troubleshooting  Part II: OpenURL and CTO

Slides as PPT with script/notes

June 8, 2023

Alma Cloud Apps and Newsbank Article-Level Linking

Slides

Cloud Apps in Alma

Newsbank-Article-Level-Linking

July 13, 2023

Named Users in Alma

Slides

Named User Document Guide

CARLI’s Named User FAQ

September 14, 2023

E-Resources in Alma and CARLI Selection System

Slides

October 12, 2023

Springshare A-Z List Primo VE integration and Decluttering Primo VE View Online

Slides

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

December 14, 2023

Lab Reports

Slides

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

Slides

February 10, 2022

Community Zone Updates Task List (CZUTL)

Slides

March 10, 2022

Open Q & A

Slides

April 14, 2022

Setting Up and Using SUSHI in Alma

Slides

Setting up SUSHI Harvesting in Alma

May 12, 2022

Lab Reports on Primo VE

Slides

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

Slides

Alma User Record Purge

July 14, 2022

User Management: Creating & Updating User Data

Slides

September 8, 2022

Primo VE Potpourri

Slides

October 13, 2022

Title Reduction Project Update

Slides

November 10, 2022

Lab Reports

Slides

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

Slides

Office Hours: 2021

January 14, 2021

Discussion of Future Office Hours Topics; Reminders and Announcements; Participant Q & A

Slides

Submit a topic for Office Hours

January 28, 2021

Student Information Systems (SIS) Synchronization

Slides

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

Slides

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

Slides

March 11, 2021

Work Orders

Slides

March 25, 2021

End of Term User Management Activities

Slides with Chat

April 8, 2021

Alma Course Reserves: Semester Transition

Slides

April 22, 2021

Participant Q & A

Slides

May 13, 2021

Lab Reports: Informal Lightning Rounds

Slides

Imre_SIC ADDING A TOP WARNING BAR TO PRIMO VE

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

June 10, 2021

Digitization

Slides

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

Slides

August 12, 2021

Participant Q & A

Slides

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)

Slides

Rerecorded video presentation

September 9, 2021

Alma Bibliographic Title Count Overage

Slides

October 14, 2021

Named User and Title Reduction Count Update

Slides

November 18, 2021

Related Records in Alma

Slides

December 16, 2021

Lab Reports

Slides

Adding a Report Button to Primo

Adding a New Library in Alma

Office Hours: 2020

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

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 Customization, 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 Session Chat

Deleting and Withdrawing Draft Instructions

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