Yale University Training November 2025 - March 2026
Note: The schedule on this page is subject to change depending on
A. Participant feedback
B. Progress and comments during the sessions.
B. Progress and comments during the sessions.
Based on experience it is likely that additional topics will be raised during the sessions below, and we have designed the schedule so that those additional topics can be added as additional sessions as needed.
The links to presentations which appear below are for users to view "on their own".
All sessions will be delivered live in Alma and Primo with minimal use of PowerPoints and other external material.
All sessions will be delivered live in Alma and Primo with minimal use of PowerPoints and other external material.
Send Requests or Comments Regarding the Schedule
2025-11-11 "Letters" (Nov. session 1)
- Letter Configuration in Alma.pptx
- Developer Network Blogs about specific functions of letters configuration using the if condition
- Developer Network Blogs about specific functions of letters configuration
- General page with how to documents for letters configuration
- Fulfillment letters: Loan Receipt Letter, Return Receipt Letter, Short Loan Letter, Patron Circulation Summary (manually and via job), Hold Shelf Request Slip
- Acquisitions letters: Order List Report (manually and via job)
2025-11-12 "Fulfillment Infrastructure and Configuration" (Nov. session 2)
2025-11-18 "The Printout Queue, Quick Printing and Managing Sets and Jobs" (Nov. session 3)
2025-11-25 "Managing Requests in Alma" (Nov. session 4)
- Physical Fulfillment Fundamentals for Loans and Requests.pptx
- How to temporarily change all items of a library or institution to be not for loan and not requestable.pptx
- Configuring and Using Loan Recall Requests.pptx
- How to allow physical item requests only for items on shelf.pptx
- How to delete physical item requests in batch.pptx
- Restrict requests by Patron campus.pptx
- Resource Requests Workflow (online help)
2025-11-26 "Alma Normalization Rules" and "Global update to bibliographic records" (Nov. session 5)
2025-12-02 "Acquisitions Infrastructure" (Dec. session 1)
2025-12-03 "Ordering Workflow for Physical Resources" (Dec. session 2)
- How to order and receive and invoice a physical item from copy cataloging.pptx
- How to use acquisitions units to acquire for and receive for specific libraries.pptx
- How to create an invoice to enter a credit or an additional charge for a closed or open order.pptx
- How to unreceive an item received from a POL.pptx
- How to receive multiple PO Lines in batch.pptx
- How to use an acquisitions work order when receiving an ordered item.pptx
- How to resend an order to the vendor.pptx
2025-12-09 "Ordering Workflow for Electronic Resources" (Dec. session 3)
2025-12-10 "Import Profiles" and "Serials" (Dec. session 4)
2026-MM-DD "Primo"
- Discovery Interface Display Log Developer Network Blogs
- How to create a search profile slot in Primo VE.pptx
- How to create a search profile slot in Primo VE for only electronic resources.docx
- Understanding the Dedup and FRBR Processes (Primo VE)
- Become an Expert: Primo VE - Deduplication and FRBR (YouTube)
Below we are including "Primo VE NDE" in case users want to see it. We will focus however on the current Primo being used by Yale (not NDE)
2026-MM-DD "Library Open Workflows" (with guest lecturer Martin Vega)
- Getting Started with Library Open Workflows from the Developers Network
- Library Open Workflows from the Developers Network
- Tutorials for Library Open Workflows
- The Library Open Workflows Kit Introduction (5 min. video)
- The Library Open Workflows Kit Create a Workflow (5 min. video)
- The Library Open Workflows Documentation (4 min. video)
2026-MM-DD and "COUNTER and SUSHI"
2026-MM-DD "Introduction to Analytics"
2026-MM-DD "Analytics Dashboards"
- How to create a new Analytics Dashboard
- How to create Dashboard Prompt
- How to change the list of possible values in a dashboard prompt.docx
- How to prevent a dashboard page from automatically running before the user enters a value in the prompt.docx
- How to edit and change a default Alma Analytics dashboard using the copy folder method.pptx
2026-MM-DD "Data Visualization"
2026-MM-DD "Performing Overlap Analysis using Alma Analytics"
- Overlap analysis and physical item usage for weeding (deselection) in Alma Analytics
- "P and E": Overlap of identical works (different MMSIDs) in which one or more has physical inventory and one or more has electronic inventory
- "P and P": Overlap of identical works (different MMSIDs) in which two or more have physical inventory (in the same or different physical locations)
- "E and E": Overlap of identical works (different MMSIDs) in which two or more have electronic inventory
2026-MM-DD "Performing Electronic Resource Overlap and Collection Analysis"
- Electronic Resource Overlap and Collection Analysis.pptx
- Overlap of identical works in electronic portfolios in the repository which exists in multiple electronic collections and are held by the institution
- Overlap of identical works in electronic portfolios in the repository and in the CZ which exists in multiple electronic collections and are being evaluated to be held by the institution
- Overlap of identical works in electronic portfolios which are in an input file and in the repository