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    Alma Insights

    Upcoming Sessions

    Session Name Description Date Recording

    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

    Time zone list for session

    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)

    Time zone list for session

    Registration link APAC-friendly time


    Thursday, June 14 AMERICAS-friendly

    10:00 AM Los Angeles

    11:00 AM Mexico City

    1:00 PM Toronto

    Time zone list for session

    Registration link AMERICAS-friendly time


    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


    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



    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


    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


    February 23, 2022


    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





    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:

    1.Setting up the connection to the Ex Libris Secure FTP Service
    2.Connecting to the Ex Libris Secure FTP Service from your PC
    3.Using the Ex Libris Secure FTP Service with Alma Integration Profiles

    January 11, 2022



    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.

    After editing letters we will show how the configuration results can be viewed without needing to actually send the letter. This will be shown via the WYSIWYG (What You See Is What You Get) functionality which is built into Alma.


    December 14, 2021


    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:

    • A circulation desk that can only do circulation activities.

    • A circulation desk that can do circulation activities and also "Receive" items ordered via acquisitions.

    • A circulation desk that can do circulation activities and also act as a digitization dept.

    • A circulation desk that can register new users.

    • A circulation desk that can accept payments for fines and fees.

    November 9, 2021


    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.


    October 20, 2021


    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



    Analytics Data Visualization in Alma and Primo


    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


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