Alma Insights
Upcoming Sessions
| Session Name | Description | Date | Recording |
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Fiscal Period Closure |
This critical session will be delivered three times to accommodate all customer time zones Since fiscal period close is something that is typically done once a year, a number of libraries find a refresher helpful. This session will review the three-step fiscal period rollover process in Alma including ledger rollover, PO line rollover, and resource sharing requests rollover. Will your ledger structure need an update? The draft option can help with that. Alma has tools that help you roll over subscription orders, standing orders, and firm orders that are not yet complete into the new fiscal year so you can continue your work and maintain accurate encumbrances. Finally, active resource sharing requests that sill have an encumbrance need to be rolled over so that they can be processed when the materials are received. After this session you will be prepared to confidently run your fiscal period close. |
Tuesday, June 13 - EMEA-friendly 12:00 PM London 1:00 PM Cape Town 3:00 PM Dubai Registration link EMEA-friendly time ------------------------------------- Wednesday, June 13/Thursday, June 14 - APAC-friendly 3:00 PM Honolulu (June 13) 9:00 AM Perth (June 14) 1:00 PM Auckland (June 14) Registration link APAC-friendly time ------------------------------------ Thursday, June 14 AMERICAS-friendly 10:00 AM Los Angeles 11:00 AM Mexico City 1:00 PM Toronto |
Recordings of Previous Sessions
| Session Name | Description | Date | Recordings |
| Community Zone and Central Discovery Index: Two Systems with One Goal | The Community Zone (CZ) and the Central Discovery Index (CDI) store different types of information. Alma libraries rely on the CZ to develop workflows and populate the Institution Zone. Discovery services display results from the CDI and are instrumental in delivery of electronic resources to patrons. This session will explain the different types of content in the CZ and the CDI, how the content is related, and how library staff and patrons interact with that information on a daily basis. |
Wednesday, December 14 |
Recording |
| Using and Configuring the Alma General Publishing Profile |
The Alma General Publishing Profile allows the institution to export data to an external system. The exported data can undergo many enrichment processes during the export. For example, normalization processes and indication rules can be used on the data. Additionally, the data can be enriched with Linked Data. Further, administrative data as well as inventory data can be added to the bibliographic records, which can be exported in a variety of formats. During this session we will investigate these various options and publish the data "live". |
April 12, 2022
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| The New and Improved Alma Overlap Analysis Tool | Come join us in this webinar to learn how your institution can achieve better electronic collection development analysis using the New & improved Overlap Analysis Tool. This webinar will include a live demo of the new interface and functionality supporting use cases such as: Institution wants to acquire a new collection, but before doing so will like to check the overlap between the collection and the existing content in the library. Institution is considering cancelling a collection, before doing so will like to check the overlap between the collection and the existing content in the library. | March 29, 2022 | Recording |
| Patron Blocks - Library Assigned and System Assigned |
There are two types of "blocks" which may exist when a patron tries to loan, renew or make a hold request: "Librarian-assigned" and "System-assigned". During this session we will see how to configure these blocks to be either automatically or manually created, and what kind of influence they have ion the patron activities. |
March 8, 2022 |
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| Alma Normalization Rules and Processes |
This webinar will be moderated by Yoel Kortick of Ex Libris and delivered by Hanoch Roniger of the Hebrew University of Jerusalem. Hanoch is an East Asian Studies librarian with extensive experience in designing and using normalization rules and processes. Participants may submit questions in advance.
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February 23, 2022 |
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| Reading Room Functionality |
Reading Rooms allow users to use items in a specified area (room) of the library, either once or several times for an extended period. During this session we will look at configuration options for the reading room, and demonstrate a full workflow of how the library can take advantage of this powerful functionality. |
February 8, 2022
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| Using the Ex Libris Secure FTP service |
Many Ex Libris integrations, for example those of type “Finance” and “Users” as well as publishing profiles, use an FTP server. In order to allow institutions to use these integrations without locally owning and maintaining an FTP server, Ex Libris provides a “built in” secure FTP service. During this session we will show how to access and use the Ex Libris Secure FTP service, focusing on three areas: |
January 11, 2022
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| Letter Configuration in Alma |
During this session we will provide a step by step live explanation of how letters are configured in Alma. We will include labels, templates, and letter examples.
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December 14, 2021 |
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| Models for Setting up Circulation Desks |
During this session we will describe and show how to set up various models of circulation desks. The models will include, among others:
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November 9, 2021 |
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| Inventory Transfer Between Member Institutions of a Network Zone Consortia |
This session is relevant for network zone consortia, both for the member institutions as well as the network zone administrators. This session is not relevant for standalone institutions.
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October 20, 2021 |
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| Using Remote Storage in Alma |
Libraries may have remote storage facilities where some of their resources are stored. Patrons do not have direct physical access to these remote storage locations. Instead, a patron must place a request for an item that is in a remote storage facility. The requested item is then delivered to a location from which it can be picked up by the patron. During this session we will discuss and show different methods for setting up such a remote storage facility. |
September 14, 2021 |
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Analytics Data Visualization in Alma and Primo
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Data Visualization (DV) is available to all Alma institutions, and allows the instructions to create reports (called "Projects" in DV) using advanced visualization features. We will take a look at many of these features and show how insightful projects can be created. |
August 10, 2021 |