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.
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Please contact Lauren Rupert (lrupert@ocls.ca) for assistance. |
Event Schedule
Table of Contents
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2023
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Day 2: Wednesday, March 1, 2023
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Day 1: Tuesday, February 28, 2023
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Session 1: Alma Overview (ALL Staff), 9:30 - 10:30am
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Agenda
Introduction – Tech Services
Workshop overview
Inventory model, searching
User roles and tasks
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Meeting Access
Download and save the iCal file (.ics) below to your calendar.
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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.
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Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 256 166 272 786 Download Teams | Join on the web Or call in (audio only) +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
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Agenda
Technical services overview
Fund structures
Vendors, accounts, interfaces, EDI
Licenses
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Meeting Access
Download and save the iCal file (.ics) below to your calendar.
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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.
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Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 288 968 676 948 Download Teams | Join on the web Or call in (audio only) +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
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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 Access
Download and save the iCal file (.ics) below to your calendar.
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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.
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Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 247 748 391 040 Download Teams | Join on the web Or call in (audio only) +1 226-780-2416,,825072530# Canada, Guelph (844) 310-2650,,825072530# Canada (Toll-free) Phone Conference ID: 825 072 530# |
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Session 4: Acquisitions - Ordering Electronic (Acquisitions and Technical Services Staff), 3:15-4:15pm
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Agenda
Ordering Electronic
electronic one-time
electronic subscriptions
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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.
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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.
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|---|---|---|
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Microsoft Teams meeting Join on your computer, mobile app or room device Click here to join the meeting Meeting ID: 292 024 188 671 Download Teams | Join on the web Or call in (audio only) +1 226-780-2416,,138607210# Canada, Guelph (844) 310-2650,,138607210# Canada (Toll-free) Phone Conference ID: 138 607 210# |
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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
Receiving one-time orders
Receiving subscriptions (with & without prediction)
Activating electronic resources
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Meeting Access
Download and save the iCal file (.ics) below to your calendar.
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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.
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|---|---|---|
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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# |
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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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Meeting Access
Download and save the iCal file (.ics) below to your calendar.
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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 | ||
|---|---|---|
| ||
Microsoft 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# |
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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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Meeting Access
Download and save the iCal file (.ics) below to your calendar.
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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 | ||
|---|---|---|
| ||
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# |
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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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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# |
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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
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
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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: 257 498 218 188 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# |
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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
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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: 294 162 637 095 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# |
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Session 11: Patron Services (Circulation Staff), 3:00pm – 3:45pm
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Agenda
Patron services
Loans and returns
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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: 229 275 247 611 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# |
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Day 4: Friday, March 3, 2023
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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 | ||
|---|---|---|
| ||
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.
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| title | Join on your computer, mobile app or room device |
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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
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.
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| title | Join on your computer, mobile app or room device |
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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
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 |
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Workshop FAQ & Registration Info
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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. |
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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. |
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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. |
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You do not need to register for these sessions. You can join these sessions one of three ways.
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| title | What do I need to do before the Alma Workshop? |
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. Please see the session recording pages below for agenda details, documentation, transcripts and meeting recordings.
Session Recordings
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