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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

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Meeting ID: 256 166 272 786
Passcode: f43YUn

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

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

Phone Conference ID: 888 292 085#

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

Agenda

Technical services overview

  • Fund structures

  • Vendors, accounts, interfaces, EDI

  • Licenses

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Meeting ID: 288 968 676 948
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+1 226-780-2416,,607001146#   Canada, Guelph

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

Phone Conference ID: 607 001 146#

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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

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Meeting ID: 247 748 391 040
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+1 226-780-2416,,825072530#   Canada, Guelph

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Phone Conference ID: 825 072 530#

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

Agenda

Ordering Electronic

  • electronic one-time

  • electronic subscriptions 

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Meeting ID: 292 024 188 671
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Phone Conference ID: 138 607 210#

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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

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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)

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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

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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

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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

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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

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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

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