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Premium Workshops

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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.

PREMIUM WORKSHOPS

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, March 5

4 PM - 6 PM Sydney
2 PM - 4 PM Seoul

Other time zones

Price per seat: $300 USD

**Registration closed**

Time slot 2:

EMEA and Americas-friendly times

Wednesday, March 5

9 AM - 11 AM Boston
2 PM - 4 PM London

Other time zones

Price per seat: $300 USD

**Registration closed**

Use Discovery Interface Display Logic to Improve the User Discovery Experience Workshop
Instructor: Yoel Kortick

During this workshop, we will look at various Discovery Interface Display Logic options that can be used to improve the user discovery and delivery experience.

We Will Cover:
  • Configuration options related to the display of license information in discovery .
  • How to control the order of services in Primo after clicking "Available at".
  • The option to use Direct Linking to skip the services page (the page where a user needs to click to access full text).
  • Conditionally removing the request link for physical inventory in Primo.
  • How to determine which interfaces do and do not appear from the user in Primo.
  • The use and configuration of general electronic services to enable the user to search by specific bibliographic fields in another catalog or database
Learning Outcomes:
  • Better understanding of the different configuration options for Primo
  • Proficiency in customizing the user experience in Primo
Workshop Prerequisites:

(a) Environment: Access to a sandbox environment (Alma and Primo). Note that if desired, configurations can instead be made on the live environment and deactivated after the workshop.

(b) Alma User with the Following Roles:
  • View Management
  • Discovery Administrator
  • Repository Manager
  • Repository Administrator
  • Electronic Inventory Operator

Time slot 1:

APAC-friendly times

Wednesday, March 19

4 PM - 6 PM Sydney
2 PM - 4 PM Seoul

Other time zones

**Registration closed**

 

Time slot 2:

EMEA and Americas-friendly times

Wednesday, March 19

10 AM - 12 PM Boston
2 PM - 4 PM London

Other time zones

**Registration closed**

 

Overlap and Electronic Collection Analysis Workshop
Instructor: Yoel Kortick

This workshop will provide the tools to analyze the contents of electronic collections, specifically which electronic collections are providing access to unique resources and which electronic collections have content which already exists in one or more other electronic collections.

Among the main use cases in which we will cover:

  • When considering ordering a new electronic collection, which part of this collection is already covered in other electronic collections and what would be new.
  • When considering canceling an existing electronic collection, which part of this collection will the institution be losing (not present in another electronic collection) and which part of this collection does the institution in any case already have access to.
  • When receiving a list of resources from a vendor for potential purchasing, which of these resources do we already have access to and which would be new?

We Will Cover:
  • Running the Overlap and Collection Analysis with multiple scenarios and analyzing the results.
Learning Outcomes:
  • How to analyze the contents of the electronic resources in the institution and make evidence-based decisions on future collection development.
Workshop Prerequisites:

To work with overlap analysis, the staff user must have one of the following roles:
  • Purchasing Operator
  • Purchasing Manager
  • Repository Manager
  • Electronic Inventory Manager

Time slot 1:

APAC-friendly times

Wednesday, April 9

2 PM - 4 PM Sydney
1 PM - 3 PM Seoul

Other time zones

Price per seat: $300 USD

**Registration closed**

Time slot 2:

EMEA and Americas-friendly times

Wednesday, April 9

9 AM - 11 AM Boston
2 PM - 4 PM London

Other time zones

Price per seat: $300 USD

**Registration closed**

Alma Analytics: Advanced Functions 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:
  • Understand use cases for applying advanced formulas in analyses
  • Be able to create columns with custom advanced formulas
Workshop Prerequisites:


(a) Alma User Roles: Design Analytics
(b) Be comfortable with creating analyses and using simple functions.

Time slot 1:

Americas-friendly times

Wednesday, April 23

2 PM - 4 PM Chicago
12 PM - 2 PM Los Angeles

Other time zones

Price per seat: $300 USD

**Registration closed**

 

Time slot 2:

EMEA and Americas-friendly times

Thursday, April 24

9 AM - 11 AM Boston
2 PM - 4 PM London

Other time zones

Price per seat: $300 USD

**Registration closed**
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