This page provides the details and access information for The Alma Workshop for the Mohawk and Niagara Implementation Alma Workshop sessions scheduled from implementation was held February 28th to March 3rd.
You do not need to register for these sessions. You can join these sessions one of three ways.
| Expand | ||
|---|---|---|
| ||
Please contact Lauren Rupert (lrupert@ocls.ca) for assistance. |
Event Schedule
Table of Contents
...
,
...
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.
| 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.
...
| title | Join on your computer, mobile app or room device |
|---|
...
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.
| 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.
...
| title | Join 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.
| 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.
...
| title | Join on your computer, mobile app or room device |
|---|
...
Session 4: Acquisitions - Ordering Electronic (Acquisitions and Technical Services Staff), 3:15-4:15pm
...
Agenda
Ordering Electronic
electronic one-time
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.
...
| title | iCal 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.
...
| title | Join on your computer, mobile app or room device |
|---|
...
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 | ||
|---|---|---|
| ||
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 |
|---|
...
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 | ||
|---|---|---|
| ||
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 |
|---|
...
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.
...
| title | Join on your computer, mobile app or room device |
|---|
...
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.
...
| title | Join 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 | ||
|---|---|---|
| ||
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 |
|---|
...
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 | ||
|---|---|---|
| ||
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 |
|---|
...
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 | ||
|---|---|---|
| ||
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 |
|---|
...
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.
| 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.
...
| title | Join 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.
| 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.
...
| title | Join 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.
| 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.
...
| title | Join on your computer, mobile app or room device |
|---|
Workshop FAQ & Registration Info
| Expand | ||
|---|---|---|
| ||
The Alma Workshop is a 4-day virtual workshop from February 28 - March 3 with 3-4 daily online sessions on different Alma topics. The purpose of the workshop is to provide insight into how you may want to use the Alma system through demonstration-led discussion sessions. The workshop is intended to be a starting point for these discussions and it is expected that some discussions will continue in the weekly project meetings after the workshop. |
| Expand | ||
|---|---|---|
| ||
There are 5 main topics: Acquisitions, Cataloguing, Patron Services, Fulfillment, and Analytics. The sessions will mainly be demonstrations with time for Q&As. More details about each session can be found in the Event Schedule below. |
| Expand | ||
|---|---|---|
| ||
In the Event Schedule, the recommended audience for each session is listed. However, as long as the person has completed the Alma training from the weekly project meetings and are familiar with Alma, they can attend any or all sessions. After the workshop, we will take a train-the-trainer approach for other library staff and more information will be provided soon. |
| Expand | ||
|---|---|---|
| ||
You do not need to register for these sessions. You can join these sessions one of three ways.
|
...
| title | What do I need to do before the Alma Workshop? |
|---|
...
. Please see the session recording pages below for agenda details, documentation, transcripts and meeting recordings.
Session Recordings
| Page Tree | ||||
|---|---|---|---|---|
|