Knowledge Acceleration Program
We are excited to invite you to join the Knowledge Acceleration Program, a webinar series created specifically for libraries that have gone live with Alma in the last six months. These live sessions will focus on various topics that libraries often look to optimize in their first year of production. Each session includes 60 minutes of instruction delivered by Ex Libris' trainers. Your project manager will provide you with registration information during your implementation.
Session Name | Description | Who Should Attend? | Supplemental Training |
Fulfillment Configuration Part I | This session is a review of configuration options related to fulfillment activities. Areas to be covered include Circulation Desks, Blocks, Overdue Loan Profiles and Processes including Notifications, and Fulfillment Jobs Configuration and Scheduling. | Staff operators with responsibility for Fulfillment configuration as well as Circulation Desk Managers/Operators who want to understand the underlying configuration and how it affects day-to-day activities. |
Configuring Fulfillment Activities – Overview Configuring Physical Locations Configuring Overdue and Lost Loan Profiles |
Fulfillment Configuration Part II | This session covers how Policies, Terms of Use, and Fulfillment Units govern fulfillment activities and how to check configuration using the Fulfillment Configuration Utility. Additional topics include Managing Calendars and the Resource Sharing Directory. | Staff operators with responsibility for Fulfillment configuration as well as Circulation Desk Managers/Operators who want to understand the underlying configuration and how it affects day-to-day activities. | |
Acquisitions: Ordering and Activating Resources | This session examines the workflow for ordering, activating, and invoicing electronic resources from the Community Zone. Examples include a single title and an electronic subscription collection. | Staff operators with responsibility for acquiring, activating, and/or invoicing electronic resources, as well as staff who want to understand the overall workflow. |
Electronic Resources Management Workflows(recorded training series) Acquisitions Workflows and Management in the Network Zone(recorded training in Alma Collaborative Networks) |
E-Resource Management | This session reviews how to create and manage local e-resources, and maintain your libraries' e-resources. The My Electronic Collections by Provider tool will be demonstrated, which helps you ensure that the electronic collections to which you subscribe from specific vendors are accurately configured in Alma. Finally, common post-migration clean-up tasks are examined. |
Staff operators with responsibility for Electronic Resource configuration as well as staff who want to understand the underlying configuration and how it affects day-to-day activities. |
Activation and Maintenance Community Zone Contribution Guidelines Local Resources Post-Migration Post-migration Cleanup of E-Resources My Electronic Collection Provider Tool |
Central Discovery Index (CDI) and Discovery |
This session explains how the Central Discovery Index (CDI) is populated and how results from the CDI appear in your institution’s discovery search results. Other topics include configuration options that determine the availability flag in discovery, what the EasyActive setting does, and look at troubleshooting common search scenarios. |
Library staff that works with electronic resources and reference staff who are interested in knowing how the CDI affects discovery results. |
Central Discovery Index(documentation and training) |
Introduction to Analytics | This session is an introduction to working in Alma Analytics. First up is a review of the Oracle Analytic Server (OAS)environment and organization. How to review and modify out-of-the-box analyses, create a new analysis from scratch, and share results will be demonstrated. |
Staff operators who are just beginning to get into reporting via Analytics and want to understand the basics. Those with more experience using Analytics may also find the session useful. |