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Premium Workshops

See a list of upcoming workshops

Global Professional Services is pleased to announce a new virtual, instructor-led training offering, Premium Workshops. These interactive, small-group workshops are designed to provide a personalized experience with a significant practical hands-on component. Each 2-hour workshop will cover a specific topic and will constitute a combination of lecture and hands-on practical exercises. Participants are encouraged to ask questions and sBadge_Premium Workshops.pnghare their screens. Class sizes are limited to a maximum of 12 attendees to enable active participation.

We are also happy to work with you if you would like to schedule training for a group at your organization, don’t see the topic you would like to cover, or would like to request a workshop be delivered in another language. Our standard training offerings can be found on our Consulting Services page, and you may contact premium.services@clarivate.com with questions or for a custom training quote.

Have questions about our workshops? Check out our FAQ, or contact us at training.services@clarivate.com.

Refund policy: If you cannot attend a workshop, please let us know at least 10 business days in advance. We cannot give refunds, but we will help you find another session that fits your schedule.

UPCOMING WORKSHOPS

Configure SUSHI Harvesting and Loading COUNTER Data Workshop
Instructor: Rachel Bellavia

Does your library want to automate its electronic resource usage statistics tracking? Alma can ingest and report on the statistics information supplied by content providers in COUNTER format. Participants will leave the session with a configured SUSHI account and an understanding of working with COUNTER files.​​​​​​

We Will Cover:
  • COUNTER data and SUSHI harvesting overview
  • File loading and SUSHI accounts configuration demos
  • Common issues and data loading troubleshooting tips
  • Hands-on COUNTER file loading and SUSHI account configuration for your institution
Learning Outcomes:
  • Set up and begin harvesting usage data
  • Understand common errors in COUNTER report files
  • Troubleshoot SUSHI account connection errors
Workshop Prerequisites:

(a) Alma User Roles: Vendor Manager

(b) Access to vendor COUNTER reports and SUSHI credentials
  • If you are not an Acquisitions Administrator, ensure an administrator has defined a COUNTER Subscriber in your environment.
  • Bring credentials for COUNTER 5 SUSHI harvesting from at least one provider.
  • Optional: bring at least one COUNTER report to upload manually.

Time slot 1:

EMEA and AMERICAS-friendly times

Wednesday, May 29

8 AM - 10 AM Chicago
2 PM - 4 PM London

Other time zones

Price per seat: $300 USD

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Time slot 2:

APAC-friendly times

Thursday, May 30

10 AM - 12 PM Sydney
12 PM - 2 PM Auckland

Other time zones

Price per seat: $300 USD

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Foundations: Alma Fulfillment and User Management Workshop
Instructor: Jenny Draeger

This session will provide an overview of two Alma subject areas: Fulfillment Configuration and User Management.

We Will Cover:

  • Creating and using Fulfillment Units and Terms of Use
  • Troubleshooting techniques using the Fulfillment Configuration Utility
  • Creating various types of users
  • Editing and updating a user's identifying information and roles
  • Creating patron limits and blocks
  • Customizing the user's experience in your Discovery system

Time slot 1:

APAC-friendly times

Wednesday, September 11

Price per seat: $300 USD

Registration opens May 31

Time slot 2:

EMEA and AMERICAS-friendly times

Wednesday, September 11

Price per seat: $300 USD

Registration opens May 31

Alma Analytics: Basics Workshop
Instructor: Yoel Kortick

This workshop will provide an introduction to working with Alma Analytics

Time slot 1:

APAC-friendly times

Wednesday, September 18

Price per seat: $300 USD

Registration opens May 31

Time slot 2:

EMEA and AMERICAS-friendly times

Wednesday, September 18

Price per seat: $300 USD

Registration opens May 31

Alma Analytics: Advanced Workshop
Instructor: Rachel Bellavia

Explore advanced functions and their applications for reporting on your institution's data in Alma Analytics.

We Will Cover:

  • CASE WHEN statements
  • COUNT BY
  • Regular expressions
  • Prompt and filter configurations
  • Presentation variables and SQL filters

Time slot 1:

APAC-friendly times

Wednesday, September 25

Price per seat: $300 USD

Registration opens May 31

Time slot 2:

EMEA and AMERICAS-friendly times

Wednesday, September 25

Price per seat: $300 USD

Registration opens May 31

Foundations: Alma Acquisitions Workshop
Instructor: Jenny Draeger

This session will address the foundations of Alma Acquisitions.

We Will Cover:

  • Acquisitions infrastructure
  • Acquisitions configuration options
  • Ordering, receiving, invoicing

Time slot 1:

APAC-friendly times

Wednesday, October 31


Price per seat: $300 USD

Registration opens May 31

Time slot 2:

EMEA and AMERICAS-friendly times

Wednesday, October 31

Price per seat: $300 USD

Registration opens May 31

Foundations: Alma Resource Management – Physical Workshop
Instructor: Rachel Bellavia

This session will provide an overview of managing physical resources in Alma.

We Will Cover:

  • Metadata Editor features and functionality
  • Bibliographic record management
  • Adding physical inventory
  • Authority record management
  • Templates

Time slot 1:

APAC-friendly times

Wednesday, November 14

Price per seat: $300 USD

Registration opens May 31

Time slot 2:

EMEA and AMERICAS-friendly times

Wednesday, November 14

Price per seat: $300 USD

Registration opens May 31

Foundations: Alma Resource Management – Electronic Workshop
Instructor: Kevin Lane-Cummings

This session will cover the fundamental principles of how to manage electronic resources in Alma.

We Will Cover:

  • Alma's eResource data model
  • Community Zone records and usage
  • Searching for eResources
  • Activating eResources
  • Configuring electronic service settings

Time slot 1:

APAC-friendly times

Wednesday, November 21

Price per seat: $300 USD

Registration opens May 31

Time slot 2:

EMEA and AMERICAS-friendly times

Wednesday,November 21

Price per seat: $300 USD

Registration opens May 31

Troubleshoot Discovery Linking Issues Workshop
Instructor: Kevin Lane-Cummings

This workshop includes hands-on, individualized troubleshooting with a product expert to help participants identify the causes of full-text linking problems in their discovery services and fix them so patrons can access the content they need. Each participant will leave the session with a troubleshooting toolkit tailored to their own institution.

  • Link management
  • Local inventory linking
  • ​​​​​​Proxy problems

Time slot 1:

APAC-friendly times

Wednesday, December 5

Price per seat: $300 USD

Registration opens May 31

Time slot 2:

EMEA and AMERICAS-friendly times

Wednesday, December 5


Price per seat: $300 USD

Registration opens May 31

Configure Resource Types in Primo VE Workshop
Instructor: Jenny Draeger

Are parts of your collection hard to discover? As a Primo VE Administrator, Reference Librarian, or Cataloger, what can you do to improve user access to the resources you have in your collections? Participants will leave with the knowledge to apply changes to live views in their production environment.​​​​​​

We Will Cover:
  • Primo VE resource types and how to configure them to improve search
  • Applying resource types in Primo VE
  • Network Zone applications
Learning Outcomes:
  • Raise awareness of the resource types that are available and configurable in Primo VE
  • Learn about the situations where different resource types are useful to Primo VE searchers
  • Understand how to configure, apply, and display resource types in Primo VE
  • Ensure NZ customers know how to add resource types to their environments
Workshop Prerequisites:

(a) Alma User Roles: Discovery - Administrator

(b) Working in your library's live environment is recommended. A sandbox environment will also be available for participants.

Time slot 1:

APAC-friendly times

Thursday, December 12

10 AM - 12 PM Sydney
12 PM - 2 PM Auckland

Other time zones

Price per seat: $300 USD

Registration opens May 31

Time slot 2:

EMEA and AMERICAS-friendly times

Wednesday, December 11

8 AM - 10 AM Chicago
2 PM - 4 PM London

Other time zones

Price per seat: $300 USD

Registration opens May 31

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