I-ShareThese webinars focus on a variety of Alma and Primo VE topics.
Recordings by Calendar Year
2026
2025
2024
2023
2022
2021
2020
2019
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
Quarterly Release Reviews: 2026
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January 26, 2026
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Quarterly Release Reviews: 2025
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February 6, 2025
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May 2, 2025
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November 3, 2025
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Office Hours: 2024
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January 26, 2024 |
February 8, 2024 Alma/Primo VE February Release Review  Slides (PDF format) Slides (Powerpoint format) 20240208 Office Hours Transcript |
March 14, 2024 |
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May 9, 2024 Slide deck (PDF)
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August 1, 2024 Alma/Primo VE August Release Review 
Slide deck (PDF)
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November 7, 2024
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Office Hours: 2023
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 |
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April 14, 2022 |
May 12, 2022 |
June 9, 2022 |
| July 14, 2022 User Management: Creating & Updating User Data  Slides |
September 8, 2022 |
October 13, 2022 Title Reduction Project Update  Slides |
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November 10, 2022 |
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 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  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 |
March 25, 2021 |
| 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 |
| May 27, 2021 No Session due to ELUNA Closing Session at same time. |
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 |
| August 26, 2021 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 |
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 |
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April 27, 2020 |
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 |
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 |
December 7, 2020 Deleting and Withdrawing 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 
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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  |
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