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    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 reviews 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 responsible 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

    Configuring User Block Descriptions and Definitions

    Configuring Fulfillment Jobs

    Configuring Alma Letters

    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 responsible for Fulfillment configuration and Circulation Desk Managers/Operators who want to understand the underlying configuration and how it affects day-to-day activities.

    Resource Sharing Directory

    Physical Fulfillment

    Viewing Fulfillment Configuration Information

    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 responsible for acquiring, activating, and/or invoicing electronic resources, as well as staff who want to understand the overall workflow.

    Acquisitions documentation

    Electronic Resources Management Workflows(recorded training series)

    Acquisitions Workflows and Management in the Network Zone(recorded training in Alma Collaborative Networks)

    Alma Acquisitions LibGuide

    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 and staff who want to understand the underlying configuration and how it affects day-to-day activities.

    Activation and Maintenance

    Managing Electronic Resources

    Community Zone Contribution Guidelines

    Local Resources

    Managing Local Portfolios

    Managing Local Collections

    Post-Migration

    Electronic Resource Migration

    Post-migration Cleanup of E-Resources

    My Electronic Collection Provider Tool

    My Electronic Resources by Provider

    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 working with electronic resources and reference staff interested in knowing how the CDI affects discovery results.

    Primo VE Training

    Central Discovery Index(documentation and training)

    Primo VE Documentation

    Summon 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.

    Analytics Documentation

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