Versions Compared

Old Version 1

changes.mady.by.user Aura Hill

Saved on

compared with

New Version 2

changes.mady.by.user Aura Hill

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

📋 Event

...

Overview

Date

to

Time

Sessions to be announcedSee Event Schedule below

Contact

Liana Giovando Aura Hill

Goals

  • Revise and expand staff understanding of Alma functionality

  • Prepare to define and train on local workflows using Alma

  • Identify areas for tuning configuration

  • Identify areas for more detailed later discussion

🗓 Event schedule

Info

More information coming soon

🚩 Pre-Event Tasks

These tasks will need to be completed before attending the event.

  •  Alma initial training completed
  •  Access to Test Environment

What is the Alma Workshop about?

The Alma Workshop is a virtual workshop running from February 28 - March 3 with 3-4 daily online sessions on different Alma topics.

The purpose of the workshop is to provide insight into how you may want to use the Alma system through demonstration-led discussion sessions. The workshop is intended to be a starting point for these discussions and it is expected that some discussions will continue in the weekly project meetings after the workshop.

What are the sessions about?

There are 5 main topics: Acquisitions, Cataloguing, Patron Services, Fulfillment, and Analytics.

The sessions will mainly be demonstrations with time for Q&A. More details about each session can be found in the Event Schedule below.

How do I register for the sessions?

All attendees will be automatically registered for Session 1: Overview and Session 16: Alma Analytics as those sessions are for a general audience.

For the remaining sessions, please complete the Registration Form as soon as possible. Then you will be sent email invitations for the sessions you selected on the form. If you have any issues, please contact Aura at ahill@ocls.ca.

What do I need to do before the Alma Workshop?

  • Complete your Alma training as outlined on Basecamp. Aside from completing the Alma training, there is no pre-work required for the sessions. Attendees are expected to be very familiar with Alma functionality.

  • Register for the sessions you want to attend and we’ll see you on Feb. 28!

🗓 Event schedule

The following table lists the dates and times of all the individual sessions. You may register for any session regardless of your role as library staff.

Day 1: Overview + Acquisitions Part I | Monday, February 28

Session 1: Alma Overview
(Audience: ALL)

10:30 am-12:00 pm

Introduction

  • Workshop overview

  • Inventory model, searching

  • User roles and tasks

  • Q & A

Session 2: Acquisitions Overview
(Audience: Acquisitions / Technical Services)

1:00 - 2:45 pm

Acquisitions overview

  • Fund structures

  • Vendors, accounts, interfaces, EDI

  • Licenses

  • Q & A

Session 3: Acquisitions – Ordering Physical
(Audience: Acquisitions/Technical Services)

3:00 - 4:45 pm

Ordering - Physical

  • End-to-end ordering to availability

  • Order line types

  • Ordering lifecycle

  • Ordering physical one-time; physical subscriptions

  • Q & A

DAY 2: Acquisitions Part II | Tuesday, March 1

Session 4: Acquisitions – Ordering Electronic
(Audience: Acquisitions/Technical Services/Electronic Resources)

1 hour 15 minutes

Ordering Electronic

  • electronic one-time

  • electronic subscriptions

  • Q&A

Session 5: Acquisitions – Receiving and Activating
(Audience: Acquisitions/Technical Services/ Electronic Resources)

1 hour 45 minutes

Receiving and Activating

  • Receiving one-time orders

  • Receiving subscriptions (with & without prediction)

  • Activating electronic resources

  • Q & A

Session 6: Acquisitions – Invoicing
(Audience: Acquisitions /Technical Services)

1 hour 15 minutes

 

 

Invoicing

  • Invoicing lifecycle & integration options

  • Creating and editing invoices

  • Taxes (if applicable)

  • Q & A

DAY 3: Cataloging + Technical Services Q & A  | Wednesday, March 2      

Session 7: Cataloging
(Audience: Catalogers)

2 hours 30 minutes

 

Manual cataloging and record management

  • Metadata Editor: templates, locked records, copy cataloging, form editor, headings, etc.

  • Authority control

  • 15 MINUTE BREAK

  • Item editor

  • Post-receiving processing & work orders

  • Q & A

Session 8: Cataloging – Import Profiles / Bulk Processing 
(Audience: Catalogers / Potentially Acquisitions)

2 hours 45 minutes

Bulk catalog, inventory, and delivery maintenance

  • Import profiles

  • 15 MINUTE BREAK

  • PDA/DDA (if applicable)

  • Bulk processing – records, inventory, order lines, users

  • Q & A

Session 9: Technical Services Wrap-up/Q&A
(Audience: Catalogers/Acquisitions/Technical Services)

1 hour

Technical Services Wrap-up / Q & A

DAY 4: Patron Services Part I | Thursday, March 3  

Session 10: Fulfillment Overview
(Audience: Circulation Staff)

2 hours 30 minutes

Fulfillment overview

  • Infrastructure: libraries, locations, circulation desks

  • Fulfillment policies

  • Lost item profiles and notifications

  • 15 MINUTE BREAK

  • Blocks and overrides

  • Patron limits; loan limits

  • Q & A

Session 11: Patron Services - User Management
(Audience: Circulation Staff/ Alma User Administrators)

1 hour 15 minutes

User management and notices

  • User records: structure, ownership, synchronization

  • SIS integration

  • Registering new users

  • Customizing and testing notices

  • Q & A

Session 12: Patron Services  
(Audience: Circulation Staff )

1 hour

45 minutes

Patron services

  • Loans, returns

  • Fines and fees

  • Overriding blocks

  • Q & A

DAY 5: Patron Services Part II + Fulfillment Wrap-up/Q&A + Analytics | Friday, March 4  

Session 13: Patron Services - Requests and Resource Sharing 
(Audience: Circulation Staff )

1 hour 15 minutes

Requests and resource sharing

  • Placing and managing requests

  • Monitoring requests and work orders; hold shelf maintenance

  • Other request types: digitization, resource sharing

  • Q & A

Session 14: Patron Services – Course Reserves
(Audience: Circulation Staff / Course Reserves Staff)

1 hour

Course reserves

  • Courses and reading list

  • can-in reserve management

  • Q & A

Session 15: Fulfillment Wrap-up/Q&A  
(Audience: Circulation Staff / Course Reserves Staff)

1 hour

Fulfillment Wrap-up/Q & A

 Session 16: Alma Analytics
(Audience: ALL)

1 hour 30 minutes

Alma Analytics

  • Widgets & Dashboards

  • Folders

  • Existing reports

  • New analysis

  • Benchmark Analytics

  • Subscribing to Analytics

  • Q & A

Info

More information coming soon