Session 1: Alma Overview (ALL Staff), 9:30 - 10:30am

Agenda

Introduction – Tech Services

• Workshop overview

• Inventory model, searching

• User roles and tasks

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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

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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

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Session 4: Acquisitions - Ordering Electronic (Acquisitions and Technical Services Staff), 3:15-4:15pm

Agenda

Ordering Electronic

• electronic one-time

• electronic subscriptions 

Meeting Access

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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

Meeting Access

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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)

Meeting Access

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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

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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

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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

Meeting Access

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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

Meeting Access

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Session 11: Patron Services (Circulation Staff), 3:00pm – 3:45pm

Agenda

Patron services

• Loans and returns

Meeting Access

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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

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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

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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

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