Skip to main content
ExLibris
Ex Libris Knowledge Center

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

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

This workshop 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

Learning Outcomes:

  • Understand configuration options and tools relating to circulation activities
  • Be able to create and edit patron records

Workshop Prerequisites:

(a) Alma User Roles: Fulfillment Administrator, Circulation Desk Manager, Circulation Desk Operator
(b) Access to your sandbox and production Alma installations

Time slot 1:

APAC-friendly times

Wednesday, September 11

8 AM - 10 AM Sydney
10 AM - 12 PM Auckland

Other time zones

Price per seat: $300 USD

BUY NOW.png

Time slot 2:

EMEA and Americas-friendly times

Wednesday, September 11

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

Other time zones

Price per seat: $300 USD

BUY NOW.png

Alma Analytics: Basics Workshop
Instructor: Yoel Kortick

This workshop will provide an overview of understanding and using Alma Analytics for beginners.  We will provide a full review of the features and functionality of Alma Analytics.  

We will start with an overview of what Alma Analytics is, what data it contains, how “out of the box” reports can be used, and how to create customized reports. 

Reports and analytics objects will be made on the live environment (the sandbox does not contain Alma Analytics, and in any case, Analytics is a “read only” function and thus does not change any existing data). 

We Will Cover:

  • Accessing Alma Analytics as a designer (staff user who can create and edit reports)
  • Making reports available for the consumer (staff user who can only view reports)
  • The directory structure of the Alma Analytics folders
  • Creating basic reports

Learning Outcomes:

  • Be able to create a variety of reports with different visualizations to inform library staff about library data and activities
  • Understand the relationship between the analytics designer and the analytics consumer to provide data to the library staff users

Workshop Prerequisites:

(a) Alma User Roles: Analytics Administrator, Design Analytics

Time slot 1:

APAC-friendly times

Wednesday, September 18

9 AM - 11 AM Dubai
1 PM - 3 PM Perth

Other time zones

Price per seat: $300 USD

BUY NOW.png

Time slot 2:

EMEA and Americas-friendly times

Wednesday, September 18

9 AM - 11 AM Chicago
3 PM - 5 PM London

Other time zones

Price per seat: $300 USD

BUY NOW.png

Alma Analytics: Advanced Workshop
Instructor: Rachel Bellavia

Explore advanced functions and their applications for reporting on your institution's data in Alma Analytics. For this advanced analytics workshop, attendees should be comfortable with creating analyses and using simple functions.

We Will Cover:

  • CASE WHEN statements
  • COUNT BY
  • Regular expressions

Learning Outcomes:

Workshop Prerequisites:

Coming Soon

Time slot 1:

APAC-friendly times

Thursday, September 26

8 AM - 10 AM Sydney
10 AM - 12 PM Auckland

Other time zones

Price per seat: $300 USD

BUY NOW.png

Time slot 2:

EMEA and Americas-friendly times

Thursday, September 26

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

Other time zones


Price per seat: $300 USD

BUY NOW.png

Foundations: Alma Acquisitions Workshop
Instructor: Jenny Draeger

Are you a new library employee who needs a crash course in Alma Acquisitions? Perhaps it has been a while, and you need a refresher on acquisitions workflows. In this premium workshop, you will learn the essentials…the foundations of Acquisitions.

We Will Cover:

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

Learning Outcomes:

  • Understand the acquisitions workflow process in Alma
  • Be able to review acquisitions infrastructure elements and configuration settings

Workshop Prerequisites:

(a) Alma User Roles: Acquisitions Administrator, Ledger Manager, Fund Manager, Purchasing Manager, Invoice Manager, and Receiving Operator.

(b) Access to your sandbox and production Alma environments

Time slot 1:

APAC-friendly times

Wednesday, October 31

9 AM - 11 AM Sydney
11 AM - 1 PM Auckland

Other time zones


Price per seat: $300 USD

BUY NOW.png

Time slot 2:

EMEA and Americas-friendly times

Wednesday, October 31

8 AM - 10 AM Chicago
1 PM - 3 PM London

Other time zones

Price per seat: $300 USD

BUY NOW.png

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:

Americas-friendly times

Wednesday, November 6

10 AM - 12 PM Los Angeles
12 PM - 2 PM Chicago

Other time zones


Price per seat: $300 USD

BUY NOW.png

Time slot 2:

EMEA and Eastern Americas-friendly times

Thursday, November 7

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

Other time zones

Price per seat: $300 USD

BUY NOW.png

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

This workshop will provide an overview of managing physical resources in Alma. We will start with a full review of the features and functionality of the Metadata Editor. Other topics include bibliographic record management, adding physical inventory, authority record management, and templates.

We Will Cover:

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

Learning Outcomes:

Workshop Prerequisites:

Coming Soon

Time slot 1:

APAC-friendly times

Wednesday, November 14

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

Other time zones

Price per seat: $300 USD

BUY NOW.png

Time slot 2:

EMEA and Americas-friendly times

Wednesday, November 14

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

Other time zones

Price per seat: $300 USD

BUY NOW.png

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

Was Alma implemented in your library before you joined the staff, or are you new to electronic resources? This Foundations Workshop will cover the fundamental principles of how to manage electronic resources in Alma. Bring a list of resources at your institution that need to be activated, and we’ll help you get it done!

We Will Cover:

  • Alma's e-resource data model
  • Community Zone records and usage
  • Searching for e-resources
  • Activating e-resources
  • Configuring electronic service settings

Learning Outcomes:

  • Understand the relationship between collections, portfolios, and titles in Alma
  • Be able to find, activate and configure e-resources in your Institution Zone so that patrons can access your institution’s e-resource subscriptions

Workshop Prerequisites:

(a) Alma User Roles: Repository Manager or Electronic Inventory Operator (Limited, regular, or Extended)

(b) Bring a list of e-resources to which your institution subscribes but that have not yet been activated in your Alma environment

Time slot 1:

APAC-friendly times

Wednesday, November 21

12 PM - 2 PM Sydney
2 PM - 4 PM Auckland

Other time zones

Price per seat: $300 USD

BUY NOW.png

Time slot 2:

EMEA and Americas-friendly times

Wednesday, November 21

8 AM - 10 AM Los Angeles
10 AM - 12 PM Chicago

Other time zones

Price per seat: $300 USD

BUY NOW.png

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.

We Will Cover:

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

Workshop Pre-requisites:

(a) Alma User Roles: Repository Manager or Electronic Inventory Operator Extended

(b) Bring examples of linking issues from your discovery service; that is, discovery search results that involve some or all of these issues:
  • Patrons need help finding the e-resource in your discovery service even though you subscribe to or own it
  • Patrons cannot access the full text of the resource from the vendor
  • Patrons cannot access an e-resource when not on your institution's internal network

Time slot 1:

APAC-friendly times

Wednesday, December 5

12 PM - 2 PM Sydney
2 PM - 4 PM Auckland

Other time zones

Price per seat: $300 USD

BUY NOW.png

Time slot 2:

EMEA and Americas-friendly times

Wednesday, December 5

8 AM - 10 AM Los Angeles

10 AM - 12 PM Chicago

Other time zones


Price per seat: $300 USD

BUY NOW.png

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

BUY NOW.png

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

BUY NOW.png

  • Was this article helpful?