Versions Compared

Key

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

...

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.

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

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

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: 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 the iCal file (.ics) below to your calendar.

Expand
titleiCal file

Tap to download file.

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

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.

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

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

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.

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

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

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

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 Removed

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

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

Agenda

Patron services

Loans and returns

Microsoft Teams meeting

Join on your computer, mobile app or room device

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

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 10_ Patron Services – User Management (User Administrators).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.

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: 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

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 11_ Patron Services (Circulation Staff).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.

Image Added

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: 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

Day 4: Friday, March 3, 2023

Session 12: Patron Services Continued (Circulation Staff), 9:30am – 11:30am

Agenda

Patron services Continued

  • Fines and fees

  • Overriding blocks

  • Placing and Managing Requests

  • Placing and managing requests

  • Monitoring requests and work orders; hold shelf maintenance

  • Other request types: resource sharing

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.

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

Session 13: Course Reserves & Bookings (Circulation and Course Reserves Staff), 12:45pm – 1:45pm

Agenda

Course reserves

  • Courses and reading list

  • Scan-in reserve management

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. 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

Session 14: Analytics – 1.5 hours, 2:00pm – 3:30pm

Agenda

Alma Analytics

  • Widgets & Dashboards

  • Folders

  • Existing reports

  • New analysis

  • Benchmark Analytics

  • Subscribing to Analytics

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. 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

...