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ExLibris

 

Ex Libris Knowledge Center

Implementation Webinars

This is a series of recorded webinars intended for new customers going through implementation, presented to help you better understand the choices you will need to make for your institution as you migrate to Alma. 

View the prerequisite training before you watch each webinar - they have been structured to build your knowledge for that specific webinar's topic. Refer to the Alma Glossary if you need help with the vocabulary used in Alma. 

 

Alma Inventory Model and Searching

Description:

Introduces the inventory model upon which Alma is based. The inventory model will be demonstrated with numerous examples of searching in the repository.

Prerequisites:

Searching in Alma (EN), (ES), (FR), (IT), (ZH) - 7 minutes

Recording

PPT Slides

Hands-On Exercises

 

Acquisitions Infrastructure

Description:

Focuses on the infrastructure that needs to be in place to perform Acquisitions activities. Includes an overview of Ledgers and Funds, Vendors and roles.

Prerequisites:

Acquisitions Conceptual Background (EN), (ES), (FR), (IT), (ZH) - 11 minutes

Recording

PPT Slides

 

Electronic Resources Infrastructure

Description:

Examines the infrastructure and overall management of electronic resources in Alma. Includes an introduction to working with the Community Zone Updates Task List.

Prerequisites:

Electronic Resources Conceptual Background  (EN), (ES), (FR), (IT), (ZH) - 15 minutes

Alma Community Zone Intro and Task List (EN) - 14 minutes

Recording

PPT Slides

 

Fulfillment Infrastructure

Description:

Looks at the infrastructure that ultimately controls Fulfillment activities in Alma: Fulfillment Units and Terms of Use, Block Preferences, Patron and Loan Limits, as well as the Fulfillment Configuration Utility among other things.

Prerequisites:

Organizational Structure (EN), (ES), (FR), (IT), (ZH) - 9 min

Fulfillment Units (EN), (ES), (FR), (IT), (ZH) - 8 min

Additional Fulfillment Configurations (EN), (ES), (FR), (IT), (ZH) - 8 min

Recording

PPT Slides

 

Resource Sharing Models

Description:

Introduces Resource Sharing in Alma and options for integration with external interlibrary loan systems.

Prerequisites:

Resource Sharing Models (EN) - 4 minutes

Recording

PPT Slides

 

Purchasing Workflows for Physical Resources

Description:

Concentrates on the workflow for ordering, receiving, and invoicing of physical materials.

Prerequisites:

Purchasing Workflows (EN), (ES), (FR), (IT), (ZH) - 26 minutes

Receiving Workflows (EN), (ES), (FR), (IT), (ZH) - 17 minutes

Creating Invoices Manually (EN), (ES), (FR), (IT), (ZH) - 12 minutes

Recording

PPT Slides

Hands-On Exercises 1

Hands-On Exercises 2

 

Purchasing Workflows for Electronic Resources

Description:

Goes through the workflow for ordering, activating, and invoicing of electronic resources.

Prerequisites:

Purchasing Workflows (EN), (ES), (FR), (IT), (ZH) - 26 minutes

Activation Workflows (EN), (ES), (FR), (IT), (ZH) - 13 minutes

Creating Invoices Manually (EN), (ES), (FR), (IT), (ZH) - 12 minutes

Recording

PPT Slides

Hands-On Exercises

 

Cataloging and Working with Physical Inventory

Description:

Focuses on working in the Metadata Editor and creating physical inventory for existing as well as managing newly acquired items.

Prerequisites:

Metadata Editor and Cataloging Templates (EN), (ES), (FR), (IT), (ZH) - 19 minutes

Recording

PPT Slides

Hands-On Exercises 1

Hands-On Exercises 2

 

Day-to-Day Patron Services

Description:

Goes through day-to-day patron services at a Circulation desk. Includes loans, renewals, returns, as well as patron requests.

Prerequisites:

Working at the Circulation Desk (EN), (ES), (FR), (IT), (ZH) - 13 minutes

Physical Item and Move Requests (EN), (ES), (FR), (IT), (ZH) - 12 minutes

Recording

PPT Slides

Hands-On Exercises

 

Import Profiles

Description:

Examines options for creating import profiles that may be used to add files of Bibliographic records to Alma along with creating inventory (physical and electronic) and/or purchase order lines (POLs).

Prerequisites:

Importing Bibliographic, Inventory, and Order Records in Batch (EN), (ES), (FR), (IT), (ZH) - 9 minutes

Recording

PPT Slides

 

Course Reserves

Description:

Begins with a review of infrastructure needed for Course Reserves and continues with the mechanics of creating courses and reading lists.

Prerequisites:

Course Reserves (EN), (ES), (FR), (IT), (ZH) - 13 minutes

Recording

PPT Slides

 

Introduction to Analytics

Description:

Introduces Alma Analytics as a reporting tool. Includes details on the infrastructure, running and modifying out-of-the-box analyses as well as creating new analyses.

Prerequisites:

Introduction to Analytics (EN), (ES), (FR), (IT), (ZH) - 18 minutes

Recording

Hands-On Exercises

 

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