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You do not need to register for these sessions. You can join these sessions one of three ways.

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titleHow Three options to join the sessions:
  1. Use the links below to access the meeting on the date and time of the scheduled meeting.

  2. Download and save each iCal file (.ics) below to your calendar and use the invitation in your calendar to access the meeting on the date and time of the scheduled meeting.

  3. Ask one of your colleagues to forward these meeting invitations to your email address.

Please contact Lauren Rupert (lrupert@ocls.ca) for assistance.

...

Meeting Access

Download and save the iCal file (.ics) below to your calendar and use the invitation in your calendar

Day 1: Tuesday, February 28, 2023

Session 1: Alma Overview (ALL Staff), 9:30 - 10:30am

Agenda

Introduction – Tech Services

  • Workshop overview

  • Inventory model, searching

  • User roles and tasks

Meeting Access

Download and save the iCal file (.ics) below to your calendar.

Alma Workshop Session 1_ Alma Overview (ALL Staff)

.

ics

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“Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

Click the blue download button.

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titleiCal file

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name

OR

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titleJoin on your computer, mobile app or room device

Join on your computer, mobile app or room device

Click here to join the meeting

Meeting ID: 256 166 272 786
Passcode: f43YUn

Download Teams | Join on the web

Or call in (audio only)

+1 226-780-2416,,888292085#   Canada, Guelph

(844) 310-2650,,888292085#   Canada (Toll-free)

Phone Conference ID: 888 292 085#

Find a local number | Reset PIN

Session 2: Acquisitions Overview (Acquisitions and Technical Services Staff), 10:45am – 12:00pm

Agenda

Technical services overview

  • Fund structures

  • Vendors, accounts, interfaces, EDI

  • Licenses

Meeting Access

Download and save the iCal file (.ics) below to your calendar.

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titleiCal file

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View file
nameAlma Workshop Session 2_ Acquisitions Overview (Acquisitions and Technical Services Staff).ics

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“Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

Click the blue download button.

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OR

Use the links below to access the meeting on the date and time of the scheduled meeting.

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titleJoin on your computer, mobile app or room device

Microsoft Teams meeting

Join on your computer, mobile app or room device

Click here to join the meeting

Meeting ID: 288 968 676 948
Passcode: sijtka

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Or call in (audio only)

+1 226-780-2416,,607001146#   Canada, Guelph

(844) 310-2650,,607001146#   Canada (Toll-free)

Phone Conference ID: 607 001 146#

Find a local number | Reset PIN

Session 3: Acquisitions - Ordering Physical Session 2: Acquisitions Overview (Acquisitions and Technical Services Staff), 10:45am – 12:00pm

Agenda

Technical services overview

  • Fund structures

  • Vendors, accounts, interfaces, EDI

  • Licenses

Meeting Access

Download and save the iCal file (.ics) below to your calendar.

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titleiCal file

Tap to download file.

Note, you will see an error message,

“Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

Click the blue download button.

Image Added

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titleJoin on your computer, mobile app or room device

Session 3: Acquisitions - Ordering Physical (Acquisitions and Technical Services Staff), 1:00-3:00pm

Agenda

Ordering Physical

  • End-to-end ordering to availability

  • Order line types

  • Ordering lifecycle

  • Ordering physical one-time; physical subscriptions

Meeting Access

Download and save the iCal file (.ics) below to your calendar.

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titleiCal file

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Note, you will see an error message,

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titleJoin on your computer, mobile app or room device

Session 4: Acquisitions - Ordering Electronic (Acquisitions and Technical Services Staff), 13:0015-34:00pm15pm

Agenda

Ordering Physical

  • End-to-end ordering to availability

  • Order line types

  • Ordering lifecycle

  • Ordering physical

    Electronic

    • electronic one-time; physical subscriptions

    • electronic subscriptions 

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar and use the invitation in your calendar to access the meeting on the date and time of the scheduled meeting.

    Expand
    titleiCal file

    Tap to download file.

    View file
    nameAlma Workshop Session 3_ Acquisitions - Ordering Physical (Acquisitions and Technical Services Staff).ics

    Note, you will see Note, you will see an error message,

    “Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

    Click the blue download button.

    OR

    Use the links below to access the meeting on the date and time of the scheduled meeting.

    Expand
    titleJoin on your computer, mobile app or room device

    Microsoft Teams meeting

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    Meeting ID: 247 748 391 040
    Passcode: ztgjwb

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    Or call in (audio only)

    +1 226-780-2416,,825072530#   Canada, Guelph

    (844) 310-2650,,825072530#   Canada (Toll-free)

    Phone Conference ID: 825 072 530#

    Find a local number | Reset PIN

    Session 4: Acquisitions - Ordering Electronic (Acquisitions and Technical Services Staff), 3:15-4:15pm

    Agenda

    Ordering Electronic

    • electronic one-time

    • electronic subscriptions 

    Day 2: Wednesday, March 1, 2023

    Session 5: Acquisitions – Receiving and Activating (Acquisitions and Technical Services Staff), 9:30am – 10:30am

    Agenda

    Receiving and Activating

    • Receiving one-time orders

    • Receiving subscriptions (with & without prediction)

    • Activating electronic resources

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

    Tap to download file.

    Note, you will see an error message,

    “Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

    Click the blue download button.

    Image Added

    OR

    Use the links below to access the meeting on the date and time of the scheduled meeting.

    Expand
    title
    iCal file

    Tap to download file.

    View filenameAlma Workshop Session 4_ Acquisitions - Ordering Electronic
    Join on your computer, mobile app or room device

    Session 6: Acquisitions – Invoicing (Acquisitions and Technical Services Staff)

    .ics

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    , 10:45am - 11:45am

    Agenda

    Invoicing

    • Invoicing lifecycle & integration options

    • Creating and editing invoices

    • Taxes (if applicable)

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

    Tap to download file.

    Note, you will see an error message,

    “Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

    Click the blue download button.

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    OR

    Use the links below to access the meeting on the date and time of the scheduled meeting.

    Expand
    titleJoin on your computer, mobile app or room device

    Microsoft Teams meeting

    Join on your computer, mobile app or room device

    Click here to join the meeting

    Meeting ID: 292 024 188 671
    Passcode: SQ7XZp

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    Or call in (audio only)

    +1 226-780-2416,,138607210#   Canada, Guelph

    (844) 310-2650,,138607210#   Canada (Toll-free)

    Phone Conference ID: 138 607 210#

    Find a local number | Reset PIN

    Agenda

    Receiving and Activating

    • Receiving one-time orders

    • Receiving subscriptions (with & without prediction)

    • Activating electronic resources

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Tap to download file.

    Day 2: Wednesday, March 1, 2023

    Session 5: Acquisitions – Receiving and Activating (Acquisitions and Technical Services Staff), 9:30am – 10:30am

    Expand
    titleiCal file
    View file
    nameAlma Workshop Session 5_ Acquisitions – Receiving and Activating (Acquisitions and Technical Services Staff).ics

    Note, you will see an error message,

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    Session 7: Cataloging (Catalogers), 12:45pm – 2:45pm

    Agenda

    Manual cataloging and record management

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

    • Authority control

    • Item editor

    • Post-receiving processing & work orders

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

    Tap to download file.

    Note, you will see an error message,

    “Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

    Click the blue download button.

    OR

    Use the links below to access the meeting on the date and time of the scheduled meeting.

    Expand
    titleJoin on your computer, mobile app or room device

    Microsoft Teams meeting

    Join on your computer, mobile app or room device

    Click here to join the meeting

    Meeting ID: 278 911 174 917
    Passcode: cK9jJg

    Download Teams | Join on the web

    Or call in (audio only)

    +1 226-780-2416,,422802200#   Canada, Guelph

    (844) 310-2650,,422802200#   Canada (Toll-free)

    Phone Conference ID: 422 802 200#

    Find a local number | Reset PIN

    Session 6: Acquisitions – Invoicing (Acquisitions and Technical Services Staff), 10:45am - 11:45am

    Agenda

    Invoicing

    • Invoicing lifecycle & integration options

    • Creating and editing invoices

    • Taxes (if applicable)

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

    Tap to download file.

    View file
    nameAlma Workshop Session 6_ Acquisitions – Invoicing (Acquisitions and Technical Services Staff)_.ics

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    “Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

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    Expand
    titleJoin on your computer, mobile app or room device

    Microsoft Teams meeting

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    Click here to join the meeting

    Meeting ID: 275 633 615 619
    Passcode: CiDp5x

    Download Teams | Join on the web

    Or call in (audio only)

    +1 226-780-2416,,274052367#   Canada, Guelph

    (844) 310-2650,,274052367#   Canada (Toll-free)

    Phone Conference ID: 274 052 367#

    Find a local number | Reset PIN

    Session 7: Cataloging (Catalogers), 12:45pm – 2:45pm

    Agenda

    Manual cataloging and record management

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

    • Authority control

    • Item editor

    • Post-receiving processing & work orders

    Meeting Access

    Download and save

    Session 8: Cataloging – (Catalogers, Acquisitions and Technical Services), 3:00pm – 4:30pm

    Agenda

    Bulk catalog, inventory, and delivery maintenance

    • Import profiles

    • PDA/DDA (if applicable)

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

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

    Tap to download file.

    Note, you will see an error message,

    “Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

    Click the blue download button.

    Image Added

    OR

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    Expand
    titleJoin on your computer, mobile app or room device

    Day 3: Thursday, March 2, 2023

    Session 9: Fulfillment Overview (Circulation Staff), 9:30am – 11:30am

    Agenda

    Introduction – Fulfillment and Patron Services

    • Inventory model, searching

    • User roles and tasks

    • Infrastructure: libraries, locations, circulation desks

    • 10 minute break

    • Fulfillment policies

    • Lost item profiles and notifications

    • Blocks and overrides

    • Patron limits; loan limits

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

    Tap to download file.

    Note, you will see an error message,

    “Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

    Click the blue download button.

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    titleJoin on your computer, mobile app or room device

    Session 10: Patron Services – User Management (User Administrators), 12:45pm – 2:45pm

    Agenda

    User management and notices

    • User records: structure, ownership, synchronization

    • SIS integration

    • 10 minute break

    • Registering new users

    • Customizing and testing notices

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

    Tap to download file.

    View file
    nameAlma Workshop Session 7_ Cataloging (Catalogers).ics

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    “Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

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    OR

    Use the links below to access the meeting on the date and time of the scheduled meeting.

    Expand
    titleJoin on your computer, mobile app or room device

    Microsoft Teams meeting

    Join on your computer, mobile app or room device

    Click here to join the meeting

    Meeting ID: 217 758 383 617
    Passcode: hTZXco

    Download Teams | Join on the web

    Or call in (audio only)

    +1 226-780-2416,,943043376#   Canada, Guelph

    (844) 310-2650,,943043376#   Canada (Toll-free)

    Phone Conference ID: 943 043 376#

    Find a local number | Reset PIN

    Session 8: Cataloging – (Catalogers, Acquisitions and Technical Services), 3:00pm – 4:30pm

    Agenda

    Bulk catalog, inventory, and delivery maintenance

    • Import profiles

    • PDA/DDA (if applicable)

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

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

    Tap to download file.

    View file
    nameAlma Workshop Session 8_ Cataloging – (Catalogers_ Acquisitions and Technical Services).ics

    Note, you will see an error message,

    “Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

    Click the blue download button.

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    OR

    Use the links below to access the meeting on the date and time of the scheduled meeting.

    Expand
    titleJoin on your computer, mobile app or room device

    Microsoft Teams meeting

    Join on your computer, mobile app or room device

    Click here to join the meeting

    Meeting ID: 282 023 056 686
    Passcode: NsbvxK

    Download Teams | Join on the web

    Or call in (audio only)

    +1 226-780-2416,,856535967#   Canada, Guelph

    (844) 310-2650,,856535967#   Canada (Toll-free)

    Phone Conference ID: 856 535 967#

    Find a local number | Reset PIN

    Agenda

    Introduction – Fulfillment and Patron Services

    • Inventory model, searching

    • User roles and tasks

    • Infrastructure: libraries, locations, circulation desks

    • 10 minute break

    • Fulfillment policies

    • Lost item profiles and notifications

    • Blocks and overrides

    • Patron limits; loan limits

    Agenda

    User management and notices

    • User records: structure, ownership, synchronization

    • SIS integration

    • 10 minute break

    • Registering new users

    • Customizing and testing notices

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Day 3: Thursday, March 2, 2023

    Session 9: Fulfillment Overview (Circulation Staff), 9:30am – 11:30am

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

    Tap to download file.

    View file
    nameAlma Workshop Session 9_ Fulfillment Overview (Circulation Staff).ics

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    Expand
    titleJoin on your computer, mobile app or room device

    Microsoft Teams meeting

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    Click here to join the meeting

    Meeting ID: 257 498 218 188
    Passcode: SaX4Pu

    Download Teams | Join on the web

    Or call in (audio only)

    +1 226-780-2416,,614793484#   Canada, Guelph

    (844) 310-2650,,614793484#   Canada (Toll-free)

    Phone Conference ID: 614 793 484#

    Find a local number | Reset PIN

    Session 10: Patron Services – User Management (User Administrators), 12:45pm – 2:45pm

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

    Tap to download file.

    View file
    nameAlma Workshop Session 10_ Patron Services – User Management (User Administrators).ics

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    Use the links below to access the meeting on the date and time of the scheduled meeting.

    Expand
    titleJoin on your computer, mobile app or room device

    Microsoft Teams meeting

    Join on your computer, mobile app or room device

    Click here to join the meeting

    Meeting ID: 294 162 637 095
    Passcode: obhWij

    Download Teams | Join on the web

    Or call in (audio only)

    +1 226-780-2416,,155693517#   Canada, Guelph

    (844) 310-2650,,155693517#   Canada (Toll-free)

    Phone Conference ID: 155 693 517#

    Find a local number | Reset PIN

    Session 11: Patron Services (Circulation Staff), 3:00pm – 3:45pm

    Agenda

    Patron services

    • Loans and returns

    Expand
    titleiCal file

    Tap to download file.

    View file
    nameAlma Workshop Session 11_ Patron Services (Circulation Staff).ics

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    Use the links below to access the meeting on the date and time of the scheduled meeting.

    Expand
    titleJoin on your computer, mobile app or room device

    Microsoft Teams meeting

    Join on your computer, mobile app or room device

    Click here to join the meeting

    Meeting ID: 229 275 247 611
    Passcode: f2wNqG

    Download Teams | Join on the web

    Or call in (audio only)

    +1 226-780-2416,,638510480#   Canada, Guelph

    (844) 310-2650,,638510480#   Canada (Toll-free)

    Phone Conference ID: 638 510 480#

    Find a local number | Reset PIN

    Session 11: Patron Services (Circulation Staff), 3:00pm – 3:45pm

    Agenda

    Patron services

    • Loans and returns

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar.

    Expand
    titleiCal file

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    Note, you will see an error message,

    “Something went wrong.We couldn't generate a preview for this file. Try downloading the file to view it.”

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    titleJoin on your computer, mobile app or room device

    Day 4: Friday, March 3, 2023

    Session 12:

    Agenda

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar and use the invitation in your calendar to access the meeting on the date and time of the scheduled meeting.

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    titleiCal file

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    titleJoin on your computer, mobile app or room device

    Session 13:

    Agenda

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar and use the invitation in your calendar to access the meeting on the date and time of the scheduled meeting.

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    titleiCal file

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    titleJoin on your computer, mobile app or room device

    Session 14:

    Agenda

    Meeting Access

    Download and save the iCal file (.ics) below to your calendar and use the invitation in your calendar to access the meeting on the date and time of the scheduled meeting.

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    ...