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Day 1: Tuesday, February 28, 2023 | |||||||||||||||
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Session 1: Alma Overview (ALL Staff), 9:30 - 10:30am | |||||||||||||||
Agenda Introduction – Tech Services
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Session 2: Acquisitions Overview (Acquisitions and Technical Services Staff), 10:45am – 12:00pm | |||||||||||||||
Agenda Technical services overview
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Session 3: Acquisitions - Ordering Physical (Acquisitions and Technical Services Staff), 1:00-3:00pm | |||||||||||||||
Agenda Ordering Physical
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Session 4: Acquisitions - Ordering Electronic (Acquisitions and Technical Services Staff), 3:15-4:15pm | |||||||||||||||
Agenda Ordering Electronic
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Day 2: Wednesday, March 1, 2023 | |||||||||||||||
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Session 5: Acquisitions – Receiving and Activating (Acquisitions and Technical Services Staff), 9:30am – 10:30am | |||||||||||||||
Agenda Receiving and Activating
| Meeting Access Download and save the iCal file (.ics) below to your calendar.
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Session 6: Acquisitions – Invoicing (Acquisitions and Technical Services Staff), 10:45am - 11:45am | |||||||||||||||
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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.
| title | Join on your computer, mobile app or room device |
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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 | ||
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Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 278 911 174 917 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# |
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 | ||||
|---|---|---|---|---|
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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 | ||
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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
Meeting Access
Download and save the iCal file (.ics) below to your calendar.
| Expand | ||
|---|---|---|
| ||
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 | |
|---|---|
| title | Join on your computer, mobile app or room deviceMicrosoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 275 633 615 619 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# |
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 | ||||
|---|---|---|---|---|
| ||||
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 | ||
|---|---|---|
| ||
Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 217 758 383 617 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# |
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 | ||||
|---|---|---|---|---|
| ||||
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 | ||
|---|---|---|
| ||
Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 282 023 056 686 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# |
Day 3: Thursday, March 2, 2023 | |||||||||||
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Session 9: Fulfillment Overview (Circulation Staff), 9:30am – 11:30am | |||||||||||
Agenda Introduction – Fulfillment and Patron Services
| Meeting Access Download and save the iCal file (.ics) below to your calendar.
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Session 10: Patron Services – User Management (User Administrators), 12:45pm – 2:45pm | |||||||||||
Agenda User management and notices
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Session 11: Patron Services (Circulation Staff), 3:00pm – 3:45pm | |||||||||||
Agenda Patron services
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