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    Consulting Services

    We offer standard or custom training packages to suit every need, as well as provide workflow consulting and optimization services that enable you to apply best practices, realize workflow efficiencies, and accelerate your time to value.


    The Educate service provides training sessions that are customized to your library to help you strengthen your knowledge of Ex Libris product functionality. You may create a customized suite of training sessions by choosing from menus of available topics on Alma, Primo VE, and Analytics, with a minimum commitment of at least four sessions. If your desired focus areas are not yet available in our menus, an Ex Libris consultant will work with you to identify the functional areas requiring training and design training sessions targeted to your specific requirements. Depending on your training needs, all sessions can be delivered remotely, onsite, or through a combination of the two options.

    A typical service consists of:

    • Planning and scoping with project manager

      • Subject areas and specific questions to answer

      • Content and target audience

    • Training delivery

      • Demonstrations and training on workflows and configuration

    • Engagement summary, if applicable


    Our Optimize service identifies new ways to streamline your use of Ex Libris Alma systems. A consultant will analyze processes, build a recommendation, and deliver configuration and training so that you can be confident you’re getting the most out of your investment.

    To ensure that recommendations align with your needs, all optimize services begin with an analysis phase. Your consultant will identify the key challenges and opportunities, then build an agenda for the service. Once the agenda is approved, the consultant will meet with your library to discuss current workflows and make recommendations for how to improve those workflows. An engagement summary is provided after the session is complete with instructions on how to implement the recommendations, focusing on configuring the system and preparing staff to manage and improve their work going forward.

    A typical service consists of three phases:

    • Review

      • Understand current workflows, processes, and assets

      • Manage staff expectations

      • Set agenda for the service

    • Optimize

      • Discussions of workflows and best practices

      • Demonstrations and trainings on workflows and configuration

    • Engagement summary

      • Activities and training performed

      • Configurations performed and recommended


    An Extend engagement delivers a combination of configuration and training. To prepare for this service, an Ex Libris consultant will work with your Project Manager to clearly define the need and the appropriate scope of the service. The consultant will verify and tune the requirements with the appropriate staff before working with them to configure the system and train on new features, workflows and ongoing administration.

    A typical service to implement new functionality could consist of:

    • Planning

      • Clarify intended outcomes

      • Review requirements and current workflows

    • Consultation and configuration

      • System configuration

      • Training on workflows and administration of the new function

    • Engagement summary

      • Activities and new features implemented

      • Configurations made during the project

    If you would like to know more, please contact for more information on this offering.

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