This page provides the details and access information for Mohawk and Niagara Implementation Alma Workshop sessions scheduled from February 28th to March 3rd.

You do not need to register for these sessions. You can join these sessions one of three ways.

Three options to join the sessions:

Use the links below to access the meeting on the date and time of the scheduled meeting.
Download and save each 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.
Ask one of your colleagues to forward these meeting invitations to your email address.

Please contact Lauren Rupert (lrupert@ocls.ca) for assistance.

Event Schedule

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

Meeting Access

Download and save the iCal file (.ics) below to your calendar.

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.

Join on your computer, mobile app or room device

Microsoft Teams meeting

Join on your computer, mobile app or room device

Click here to join the meeting

Meeting ID: 256 166 272 786
Passcode: f43YUn

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#

Find a local number | Reset PIN

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.

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.

Join on your computer, mobile app or room device

Microsoft Teams meeting

Join on your computer, mobile app or room device

Click here to join the meeting

Meeting ID: 288 968 676 948
Passcode: sijtka

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#

Find a local number | Reset PIN

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.

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.

Join on your computer, mobile app or room device

Microsoft Teams meeting

Join on your computer, mobile app or room device

Click here to join the meeting

Meeting ID: 247 748 391 040
Passcode: ztgjwb

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#

Find a local number | Reset PIN

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.

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.

Join on your computer, mobile app or room device

Microsoft Teams meeting

Join on your computer, mobile app or room device

Click here to join the meeting

Meeting ID: 292 024 188 671
Passcode: SQ7XZp

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#

Find a local number | Reset PIN

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Join on your computer, mobile app or room device

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

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.

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.

Join on your computer, mobile app or room device

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.

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.

Join on your computer, mobile app or room device

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.

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.

Join on your computer, mobile app or room device

Workshop FAQ & Registration Info

What is the Alma Workshop?

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.

What are the sessions about?

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.

Who should attend which sessions?

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.

How do I register for the sessions?

You do not need to register for these sessions. You can join these sessions one of three ways.

Use the links below to access the meeting on the date and time of the scheduled meeting.
Download and save each iCal file () below to your calendar and use the invitation in your calendar to access the meeting on the date and time of the scheduled meeting.
Ask Lauren Rupert (lrupert@ocls.ca) or one of your colleagues to forward these meeting invitations to your email address.

What do I need to do before the Alma Workshop?

Complete your Alma training as outlined on Basecamp. Aside from completing the Alma training, there is no pre-work required for the sessions. Attendees are expected to be familiar with Alma functionality.

Alma Workshop (Feb 28th - Mar 3rd)

Event Schedule

Table of Contents

Day 1: Tuesday, February 28, 2023

Day 2: Wednesday, March 1, 2023

Day 3: Thursday, March 2, 2023

Day 4: Friday, March 3, 2023

Workshop FAQ & Registration Info