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


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

Q & A During Presentation
February 6, 2020
Alma Work Orders, using the bindery workflow as example

Handouts Forthcoming
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 9, 2020
April 16, 2020
April 23, 2020
April 30, 2020
May 7, 2020
May 14, 2020
May 21, 2020

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