I-ShareRecordings of CARLI Alma & Primo VE "Office Hours" and "Quarterly Release Reviews"
These webinars focus on a variety of Alma and Primo VE topics.
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
Quarterly Release Reviews: 2025
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February 6, 2025
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May 2, 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 7, 2020 Deleting and Withdrawing Session Chat |
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| 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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