2023 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.
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 a 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.
DETAILS
MAY 8-9, 2023
Westin Bonaventure Hotel, Los Angeles, CA
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Track |
Slot | Session Title and Description |
Presenter and Moderator |
Resources |
|
|
1 |
Cloud Apps This session will show how Cloud Apps can add new features beyond core Ex Libris functionality, integrate with other systems, and provide shortcuts and efficiencies for institution-specific workflows. In a live demo, we will look at both recently created Cloud Apps as well as Cloud Apps that have existed for several years. |
Yoel Kortick |
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| 2 |
Linked Data Functionality in Alma This session will present how Linked Data can:
This session will also demonstrate existing functionality regarding Linked Data in Alma, including:
Finally, we will also look at examples of Linked Data in Primo discovery interface with examples from Alma institutions. |
Yoel Kortick |
||
| 3 |
Bulk Electronic Portfolio Management In this session, you will learn techniques for maintaining your electronic resources, including making the same change to many different portfolios. We’ll also demonstrate how to use the portfolio loader to update your electronic collections. And you’ll see how to use the new feature supporting split coverage in the portfolio loader and portfolio export. This will be a hands-on session, and there will be time to try out these techniques in your Alma sandbox. |
Kevin Lane-Cummings and Beth Campbell |
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| 4 |
Community Zone and Central Discovery Index: Two Systems with One Goal Because the CZ and CDI contain related and complementary content but are used in different ways, this session will explore 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 daily. |
Jenny Draeger and Katie Cheever
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Alma II(Day 1) |
1 |
New and Improved Alma Overlap Analysis Tool This session will cover how to use Alma’s Overlap Analysis Tool to easily compare electronic collections. Those analyses can then be used to find savings through de-duplication, and assist purchasing new collections without duplicating current titles. We'll also demonstrate the new features that allow you to compare electronic resources with physical resources. |
Kevin Lane-Cummings and Beth Campbell | |
| 2 |
Creating and Managing Analytics Objects in the New Alma User Interface This session will present the major upgrade to how analytics reports are made available within Alma. We will include hands-on training in creating analytics objects for report “consumers” beyond the library as well as for those who use Alma. |
Kevin Lane-Cummings and Kelsey Shaw | ||
| 3 |
Creating and Managing Purchase Requests We will learn how to manage purchase requests, whether they are submitted by patrons or staff, including how purchasing staff members can assess these requests and create Purchase Order Lines for approved resources. |
Rachel Bellavia and Katie Cheever | ||
| 4 |
Alma Import Profiles This session will demonstrate how import profiles in Alma can be easily incorporated into your library’s workflows:
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Rachel Bellavia and Holly Pletka | ||
Primo VE(Day 1) |
1 |
Introduction to Primo VE administration This session will acquaint attendees with changes that can be made to search profiles and display configurations that will enhance the patron experience. |
Jenny Draeger and Chris Dixon | |
| 2 |
A Spotlight on Functionalities You Can Enable to Maximize Your Primo VE Experience This session will cover how to enable the new and exciting features that have been added to Primo VE in recent quarterly releases. |
Jenny Draeger and Chris Dixon | ||
| 3 |
Using Primo Studio to customize Primo VE During this session, you will learn how to use Primo Studio to customize and test aspects of your Primo VE views. Primo Studio can be used to change a view’s colors and images as well as to apply an Addon. We'll also review how to use the Customization Package Manager. |
Natalia Entin and Troy Gnat | ||
| 4 |
Central Discovery Index and Primo This session will focus on how Alma, Primo, and CDI operate with each other, how availability is determined, and what you can do to control availability. We will also demonstrate the CDI Analysis Tool, and we will review some common issues and how to troubleshoot them. |
Aqila Hussain and Gabriela Osuna | ||
Analytics + Data Visualization |
1 |
Introduction to Alma Analytics New to Alma 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, you’ll have a chance to build simple analyses. |
Rachel Bellavia and Katie Cheever | |
| 2 |
Introduction to Primo VE Analytics Find out how patrons interact with your Primo VE by using out-of-the-box reports and dashboards. Learn how to customize existing reports and write your own analysis, and how to add a report to a dashboard. |
Chris Dixon and Troy Gnat | ||
| 3 |
Introduction to Alma Data Visualization Data visualization is the representation of data through use of common graphics, such as bar graphs, pie charts, maps, donuts, and tables. These visual displays of information offer the option to communicate data-driven insights in a clear and concise manner. In this presentation we will show a general introduction to OAS (Oracle Analytics Server) Data Visualization, specifically how it is used with Alma. We will show several examples of creating worksheets in Data Visualization and show how they can be accessed by Alma users from within Alma. |
Yoel Kortick | ||
| 4 |
Introduction to Primo VE Data Visualization Data visualization is the representation of data through use of common graphics, such as bar graphs, pie charts, maps, donuts, and tables. These visual displays of information offer the option to communicate data-driven insights in a clear and concise manner. In this presentation we will show a general introduction to OAS (Oracle Analytics Server) Data Visualization, specifically how it is used with Primo VE. We will show several examples of creating worksheets in Data Visualization and show how they can be accessed by Alma users from within Alma. |
Yoel Kortick | ||
Alma I(Day 2) |
1 |
Digital Fulfillment This session will cover how Digital Fulfillment in Alma (also known as "Patron Waitlist for Digital Resources") allows the institution to:
This session will demonstrate the configuration of Digital Fulfillment and show live workflows of its use. |
Yoel Kortick | |
| 2 |
Document Delivery: Patron Digitization Requests Setup and Workflow Does your library want to offer a service where patrons request a digital copy of all or part of a physical item or electronic resource? This session will cover the configuration of Patron Digitization Requests and show live workflows of its use. |
Yoel Kortick | ||
| 3 |
Defining and Managing Work Orders This session will demonstrate how work orders are integral to managing internal requests for physical materials. Work Order Departments and statuses can be configured to follow a library’s prescribed workflow and track where materials are in the process. |
Yaala Ariel-Joel and Holly Pletka | ||
| 4 |
Resource Sharing Directory Learn about the Resource Sharing Directory, a community of peer-to-peer partners around the world. In this session, we'll cover how your institution can join the Resource Sharing Directory, connect with new partners, and begin sending requests. |
Rachel Bellavia and Steven Burke | ||
Alma II(Day 2) |
1&2 |
Network Zone Management--Double session This double session will provide an in-depth overview of managing and configuring Alma in a Network Zone topology. Topics will include:
|
Rachel Bellavia and Steven Burke | |
| 3&4 |
Digital features in Alma--Double session This session will cover several recently added as well as existing features related to the management of digital resources in Alma, including but not limited to the following:
|
Yoel Kortick | ||
Primo VE(Day 2) |
1 |
Discovery interface display logic rules This session will show how Discovery Interface Display Logic options allow you to configure the discovery options for Primo VE including:
|
Gabriela Osuna and Aqila Hussain | |
| 2 |
Creating custom search scopes and making them available in Primo VE This session will cover how search scopes allow for grouping of records that meet specific conditions. We will create custom search scopes, assign them to institutional search profiles, and add them to a view’s search profile slot to be presented in Primo VE. |
Jenny Draeger and Chris Dixon | ||
| 3 |
Primo VE normalization rules for display and local fields This session will focus on managing display and local fields, building normalization rules for fields used in the display, search and facets areas, and configuring local resource types. |
Jenny Draeger and Natalia Entin | ||
| 4 |
Deduplication and FRBR functionality and customization in Primo VE This session will examine the concepts and fundamentals of the Deduplication and FRBR processes in Primo. The Dedup and FRBR Analysis Tool will be shown. |
Jenny Draeger and Natalia Entin | ||
Leganto |
1 |
Streamlining Your Library Workflows How much processing work should the library do in supporting access to course materials? The answer to this question varies from one library to another. This session will cover configuration options and bulk jobs that can help streamline the processing of course materials for Leganto reading lists. There will also be a few recommendations for specific tasks you may choose to automate. |
Jessie Ransom and Kevin Lane-Cummings | |
| 2 |
Citation Metadata: From Library Data to Student View Learn how to customize and leverage Leganto’s Resource Locate process, as well as other tips and tricks to help you control how Leganto citations link to and leverage your existing library data. |
Jessie Ransom and Kevin Lane-Cummings | ||
| 3 |
Leveraging Leganto to Support Affordable Learning This session will offer tips and tricks to help you leverage Leganto as a learning-affordability tool, covering relevant functionality and promotion tips for working with Open Educational Resources (OER), leveraging library resources, and reporting on student savings. |
Jessie Ransom and Kevin Lane-Cummings | ||
| 4 |
Getting the Most out of Leganto Analytics Learn the ins and outs of working with Leganto analytics data and get some tips for leveraging Leganto data to support your strategic plans. Includes analytics data available to instructors and to the library. |
Jessie Ransom and Kevin Lane-Cummings |