Page Comparison

28 Feb 2022 to 04 Mar 2022

See Event Schedule below

Liana Giovando Aura Hill

• 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

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)

10:30 – 11:45 am

Ordering Electronic

• electronic one-time

• electronic subscriptions

• Q&A

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

1:00 – 2:45 pm

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)

3:00 – 4:15 pm

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)

9:30 am – 12:00 pm

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)

1:00 – 3:45 pm

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)

4:00 – 5:00 pm

Technical Services Wrap-up / Q & A

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

Session 10: Fulfillment Overview
(Audience: Circulation Staff)

9:30 am – 12:00 pm

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)

1:00 – 2:15 pm

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 )

2:30 – 4:15 pm

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 )

9:30 am – 10:45 am

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 & Bookings
(Audience: Circulation Staff / Course Reserves Staff)

11:00 am – 12:00 pm

Course reserves

• Courses and reading list

• Can-in reserve management

• Bookings

• Q & A

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

1:00 – 2:00 pm

Fulfillment Wrap-up/Q & A

 Session 16: Alma Analytics
(Audience: ALL)

2:15 – 3:45 pm

Alma Analytics

• Widgets & Dashboards

• Folders

• Existing reports

• New analysis

• Benchmark Analytics

• Subscribing to Analytics

• Q & A