2021 Knowledge Days
ABOUT EX LIBRIS KNOWLEDGE DAYS
Ex Libris Knowledge Days is an opportunity to take your understanding of the Ex Libris suite of products to the next level. You've gone through implementation, you've been using the product, now it's time to really fine-tune your workflows or explore ways to maximize your use of Ex Libris products at your library. Register for these free webinars, or watch the recordings when it's convenient for you!
OPTIMIZE YOUR EXPERIENCE
Ex Libris products provide an amazing array of configuration options, and at Knowledge Days you'll learn how to utilize those features at your institution. We want you to come away with a concrete understanding of how to implement or optimize your workflows, be able to run reports that enable you to mine valuable intelligence from your library systems, and gain greater understanding of system configurations that enable you to support your institution's goals.
LEARN FROM EXPERTS
Our instructors are all Ex Libris employees who are experts in their area of work. You'll get the content you want, delivered from the people who know this software inside and out: our trainers, implementers, and support staff.
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Date |
Session Name |
Description |
Intended Audience |
Session Handouts
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EMEA/NA |
APAC |
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June 1 |
Handling Related Records |
During this session we will look at how Alma handles the following relations between bibliographic records: · Bound together titles · A journal which has changed names · A resource available as both a physical format as well as electronic format · A link to one specific article in a journal or collection of essays. For the above cases we will see how the configuration is done in Alma and what the ramifications in Primo are. |
• Catalogers |
PPT:
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June 3 |
Alma Analytics for Beginners |
New to Analytics? Just getting started? Become more familiar with Analytics by learning about the infrastructure, running several of the out-of-the-box analyses and editing the requested output to make the results more useful. In addition to reviewing the basic mechanics of editing these reports, we’ll build several simple analyses. This session is also beneficial for Leganto users who are starting to report on usage. |
• New Alma Users
• Anyone interested in learning about reporting in Alma |
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June 8 |
Managing E-Resources: The Basics |
This session will expose attendees to management of electronic resources and best practices in general. Topics covered include: · Acquiring electronic resources · Activating electronic collections and portfolios · Testing and confirming access to e-resources |
• New Alma Users
• Electronic Services Librarians
• Acquisition Staff |
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June 10 |
Central Discovery Index |
Learn about the Central Discovery Index, Ex Libris’ new index containing almost 4 billion resources. In this session you’ll learn more about the content in the database, as well as how resources are activated. |
• Discovery Admins |
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June 15 |
Managing COUNTER-Compliant Usage Data |
COUNTER usage statistics from vendors can be loaded to Alma either manually or via automated SUSHI harvesting. After the usage statistics are loaded in Alma it is possible to report on the usage and cost per use via Alma Analytics. During this session we will see how COUNTER reports can be loaded to Alma and then how to use 'out of the box' ready-to-use Analytics reports, or create customized analytics reports. The majority of the session will focus on the analytics side. |
• Acquisitions and Electronic Resources Management Staff |
PPT: |
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June 17 |
Optimize and Streamline Alma Workflows |
Have you been live on Alma for a while? Wondering what you can easily do to optimize your use of Alma? In this session, we will highlight configuration tweaks and Analytics reports across Acquisitions, Resource Management, and Fulfillment that you can use to begin to streamline your configurations and workflows. |
• Systems Librarians
• Acquisitions, Fulfillment, and Resource Management Administrators and Staff |
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June 22 |
Overlap Analysis and Deselection Tools with Alma Analytics |
More and more institutions are looking for extra physical space in the library for additional activities. Alma Analytics can help the institution to identify which physical items are candidates for deselection. During this session we will learn how to run extensive and powerful default ready-to-use report and dashboards to find titles which are candidates for deselection because they are either: · Available in both physical and electronic formats · Available in only physical format but have a very low or non-existent usage (no loans). |
• Acquisitions and Electronic Resources Management Staff
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Articles Referenced in Presentation: Weeding with Wisdom: Tuning Deselection of Print Monographs in Book-Reliant Disciplines Journal Collection Management Volume 42, 2017 - Issue 2 Alex D. McAllister & Allan Scherlen Citations and Circulation Counts: Data Sources for Monograph Deselection in Research Library Collections College & Research Libraries 78.1 (2017) Bruce White Qualitative and Quantitative Efficacy Measurement of TERI Library and Information Centre Resources Library Management 40.3/4 (2019) N, Deepa, P.K Bhattacharya, Shantanu Ganguly, and Anandajit Goswami |
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June 24 |
Designing and Using Normalization Rules |
Normalization rules can be used to edit bibliographic records automatically at various stages, including when importing, exporting, saving in the metadata editor, and on existing record already in the database. During this session we will look at the rule syntax, record elements and various conditions. Actual institution use cases will be investigated and the normalization rules will be run on records as they move through various stages of Alma. |
• Catalogers |
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June 29 |
Managing E-Resources: Advanced |
If you are experienced in managing e-resources in Alma, and want to learn more ways to leverage Alma's workflows and options, this session is for you. Topics covered include: · Leveraging Alma's evaluation workflows by managing trials ·Creating electronic inventory by using import profiles · De-activating and deleting e-resources · Configuring and maintaining e-resources |
• Electronic Services Librarians
• Acquisitions Staff
• Trial Operators/ Managers |
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July 1 |
Fundamentals of Sets and Jobs |
Information can be defined as a Set from the Repository Search, Analytics, Job Reports, and more. Sets can be used by Alma Jobs for multiple purposes such as post-migration cleanup, data correction or enrichment, export to third party, email notifications to targeted groups, and more. |
• Any operator interested in using Sets and Jobs |