Alma virtual workshop ran from March 8th 2021 to March 11th 2021.

Link to the Alma workshop schedule on Google Drive (with Zoom links)

Please contact Sandhya Panicker <panicker@princeton.edu> or Mark C. Zelesky <mzelesky@princeton.edu> for information on the workshop.

Alma workshop schedule

Date/Session #	Duration	Time	Agenda	Topics	Functional Groups
March 8th AM Session 1	1 hour	9:30-10:30	Introduction – all staff	Introduction • Workshop overview & agenda • Inventory model, searching • User roles and tasks	Cataloging, Circulation, DRDS, Finance, Reserve & Resource Sharing, Acquisitions, ERM
	30 minutes	10:30- 11:00	Break
	1 hour	11:00-12:00	Technical services overview	Technical services overview • Fund structures • Vendors, accounts, interfaces, EDI • Licenses	Finance, Acquisitions, ERM
	1 hour	12:00-1:00	Lunch
March 8th PM Session 2	1 hour 30 minutes	1:00-1:30	Ordering	Ordering • Order line types • Ordering lifecycle • Ordering physical one-time; physical subscriptions, electronic subscriptions	DRDS, Acquisitions, Finance, ERM
	1 hour 30 minutes	1:30-2:30	Deep dive	• PO line approval workflow (auto vs. manual; approval thresholds) • Fund code rules	DRDS, Finance, Acquisitions, ERM, Marie Wange-Connelly
	30 minutes	2:30-3:00	Break
	1 hour 30 minutes	3:00-3:30	Receiving, activating	Receiving, activating • Receiving one-time • Receiving subscriptions (with/without prediction) • Activating e-resources	Cataloging, Finance, Acquisitions, ERM
	1 hour 30 minutes	3:30-4:30	Deep dive	• Demonstration of Portfolio Loader for selective e-resource activations or updates • Vendor Import profiles, automating and manual loading of files	Finance, Acquisitions, ERM

March 9th AM Session 3	1 hour	9:00-9:20	Invoicing	Invoicing • Invoicing lifecycle & integration options • Creating and editing invoices • Taxes	Finance, Acquisitions, ERM
	1 hour	9:20-10:00	Deep dive	• workflow interdependencies • approval thresholds • linkage with PO’s • Searching for titles to link invoices to PO’s if missing	Finance, Acquisitions, ERM
	30 minutes	10:00-10:30	Break
	1 hour 30 minutes	10:30-11:00	Manual cataloging and record management	Manual cataloging and record management • Post-receiving processing & work orders • Metadata Editor: templates, locked records, copy cataloging, form editor, headings, etc. • Authority control • Item editor	Cataloging, DRDS, Acquisitions, ERM
	1 hour 30 minutes	11:00-12:00	Deep dive	• Metadata Editor: What would the process of copy/original cataloging a title look like from beginning to end? • Using normalization rules to complete cataloging. • Assigning tasks	Cataloging, Acquisitions, ERM
	1 hour	12:00-1:00	Lunch
March 9th PM Session 4	1 hour 30 minutes	1:00-1:30	Bulk Catalog	Bulk catalog, inventory, and delivery maintenance • Import profiles • PDA/DDA • Bulk processing – records, inventory, order lines, users	Cataloging, DRDS, Acquisitions, ERM
March 9th PM Session 4	1 hour 30 minutes	1:30-2:30	Deep dive	• How do we attach/add incoming batch records to an existing electronic collection’s portfolio if these are coming from outside Alma (i.e., not from CZ)? • How do we import individual ebook records (2 examples: 1. From MarcEdit, & 2. a single record using an Import Profile) & ensure that they import with Electronic Holdings? • Are batch loads of records automatically activated upon import? • How do you attach batch loads of records to existing POs?	Acquisitions, Cataloging, ERM
	30 minutes	2:30-3:00	Break
March 9th PM Session 5	1 hour 30 minutes	3:00-4:30	Q & A	Q & A	Acquisitions, Cataloging, ERM

March 10th AM Session 6	1 hour 30 minutes	9:00-9:30	Fulfillment overview	Fulfillment overview • Infrastructure: libraries, locations, circulation desks • Fulfillment policies • Blocks and overrides • Patron limits; loan limits	Circulation, Reserves, Resource Sharing, DRDS, Acquisitions
	1 hour 30 minutes	9:30-10:30	Deep Dive	Circulation desks Pieces counts in item record vs fulfillment notes. (fulfillment notes)	Circulation, Reserves, Resource Sharing, DRDS, Acquisitions
	30 minutes	10:30-11:00	Break
	1 hour 30 minutes	11:00-11:30	User management and notices	User management and notices • User records: structure, ownership, synchronization • Registering new users • Customizing and testing notices	Circulation, Reserves, Resource Sharing
	1 hour 30 minutes	11:30-12:30	Deep dive	• Creating patron records for guest borrowers and family members. • Notices	Circulation, Reserves, Resource Sharing
	1 hour	12:30-1:30	Lunch
March 10th PM Session 7	1 hour 30 minutes	1:30-2:00	Patron services	Patron services • Loan, return • Fines and fees • Overriding blocks	Circulation, Reserves, Resource Sharing, DRDS
March 10th PM Session 7	1 hour 30 minutes	2:00-3:00	Deep Dive	• Fines and fees • Bursar transfers • Billing • Troubleshooting (where/when discharged)	Circulation, Reserves, Resource Sharing

March 11th AM Session 8	1 hour	9:30-9:50	Requests and resource sharing	Requests and resource sharing • Placing and managing requests • Monitoring requests and work orders; hold shelf maintenance • Other request types: digitization, resource sharing	Circulation, Reserves, Resource Sharing, DRDS, Acquisitions
	1 hour	9:50-10:30	Deep dive	• Hold shelf • work orders	Circulation, DRDS
	30 minutes	10:30-11:00	Break
	1 hour	11:00-11:20	Course reserves	Course reserves • Courses and reading list • Scan-in reserve management	Reserves, Resource Sharing, DRDS
	1 hour	11:20-12:00	Deep dive		Reserves, Resource Sharing, DRDS
	1 hour	12:00-1:00	Lunch
March 11th PM Session 9	1 hour and 30 minutes	1:00-2:30	Q&A	Fulfillment Q & A	Circulation Reserves, Resource Sharing, DRDS
	30 minutes	2:30-3:00	Break
	1 hour and 30 minutes	3:00-3:30	Alma Analytics	Alma Analytics • Widgets & Dashboards • Folders • Existing reports • New analysis • Benchmark Analytics • Subscribing to Analytics	Cataloging, Circulation, Reserves, Resource Sharing, DRDS, Finance, Acquisitions, ERM
	1 hour and 30 minutes	3:30-4:30	Deep dive	• Cataloger statistics (numbers and types of records cataloged within given date range) • what information is included in Cataloger Activity report? • is this the only report? • can it be customized? • What are practical size limits on query results exported as XML? • Compare with exporting sets as XML for easy access to all BIB subfields. • Pending invoices • Pending/open PO’s	Cataloging, Circulation, Reserves, Resource Sharing, DRDS, Finance, Acquisitions, ERM

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