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    2020 Knowledge Days

    In light of the cancelation of the Knowledge Days conference, Ex Libris is providing the complimentary “Best of Ex Libris Knowledge Days” webinar series, where we take our most popular sessions and present them as live, virtual classes throughout the months of May and August 2020.

    You'll find links to recordings and handouts from sessions here as the series continues. You can also watch the videos with closed captions on YouTube - Best of Ex Libris Knowledge Days 2020 playlist

    Primo VE Display Configuration

    Description:

    An introduction to using Primo VE display configuration, including Views, advanced search, brief and full display and other display options.

    Recording

    Presentation

    (Presentation includes answers to questions submitted during this webinar)

    2 part series on Normalization Rules in Alma and Primo VE - 

    1. Alma Normalization Rules

    Description:

    You will learn about normalization rules in Alma and how they can be implemented into processes to update data both in the repository and during export

    Recording

    Presentations

     

    2. Primo VE Normalization Rules for Search and Display

    Description:

    In this session you can learn the basics of using Primo VE Normalization rules , tips and tricks of how to change normalization rules for search and display.

    Recording

    Presentation

     

    Leganto-Alma Copyright Management

    August 10

    Description:

    How to benefit from the Leganto and Alma copyright module to streamline your course-related copyright tasks. In this session we will demonstrate the internal digitization & copyright flows.

    Register - APAC  EMEA/Americas

    Recording

    Presentation

     

    Getting started with Leganto Analytics

    August 12

    Description:

    Learn how you can use Leganto analytics to improve your library, support the data needs of teaching and learning, and highlight the value of your library.

    Register - APAC  EMEA/Americas

    Recording

    Presentation

     

    Preparing for Leganto

    August 19

    Description:

    This session covers best practices to engage with Leganto’s various stakeholders throughout your organization to lay the groundwork for a successful Leganto roll out.

    Register - APAC  EMEA/Americas

    Recording

    Presentation

     

    Using Alma Analytics to Perform Overlap Analysis & Deselection

    Description:

    More and more institutions are looking for extra space in their libraries for additional activities. Alma Analytics can help you with deselection (weeding). Learn how to run reports to find titles that are available in both physical and electronic formats, and how to see which physical items have multiple copies with low or no loan history.

    Recording

    Presentation

     

    Reveal Alma Analytics for Resource Management

    Description:

    During this advanced session, the focus will be on all things Resource Management. We’ll create several analyses such as:

    - Electronic collections content

    - Identifying Bib records by OCLC number as part of update or change process

    Recording

    Presentation

     

    Investigate Alma Analytics for Acquisitions

    Description:

    During this advanced session, the focus will be on all things Acquisitions. We’ll create several analyses such as:

    - A budget summary

    - Cost changes of subscriptions

    Recording

    Presentation

    Questions & Answers

     

    Managing Electronic Resources: Advanced Topics

    Description:

    If you are experienced in managing e-resources in Alma, and want to learn more ways to leverage Alma's workflows and options, this session is for you. Topics covered include:

    - Leveraging Alma's evaluation workflows by managing trials

    - Creating electronic inventory by using import profiles

    - De-activating and deleting e-resources

    - Configuring and maintaining e-resources

    Recording

    Presentation

     

    Letter Configuration and XSL Customization

    Description:

    Letters sent via Alma may be configured in multiple ways. In this session we will show how to add fields to the letters which are not in the default versions. We will also use advanced XSL features to add fields on condition, change the formatting of the text, concatenate fields, and add conditions in the XSL whether or not to print the letter. All examples will be done live and we will see the configuration and results together. While making these changes we will see how to preview configuration changes to the XSL before actually sending the letter.

    Recording

    Presentation

     

    Intro to Primo Analytics

    Description:

    Learn how to use Primo Analytics to analyze patron usage and run reports on Primo activities. See how this new feature can provide information on how to improve discovery and delivery in Primo.

    Recording

    Presentation

    Exercises

     

    Explore Alma Analytics for Fulfillment

    Description:

    During this advanced session, the focus will be on all things Fulfillment. We’ll create several analyses such as:

    - Users by region of the world

    - Overdues aging report

    Recording

    Presentation

     

    APIs and Integrations for the Non-Technological

    Description:

    Do you find yourself shying away from talk of APIs or integrations in Alma, for lack of technical expertise? Do you ever wonder if you can really set up that integration without a dedicated IT staff person? In this session, we’ll discuss the basics of how APIs work and show you a few integrations that you can set up with minimal technical knowledge.

    Recording

    Presentation

     

    Optimize and Streamline Alma Workflows

    Description:

    Have you been live on Alma for a while? Wondering what you can easily do to optimize your use of Alma? In this session, we will highlight configuration tweaks and Analytics reports across Acquisitions, Cataloging, ERM, and Fulfillment that you can use to begin to streamline your configurations and workflows.

    Recording

    Presentation

     

     

    Effective Usage of Primo Analytics Reports and Dashboards

    Description:

    Looking for more information about how to use reports in Primo Analytics? During this session we will review several topics and display tricks in building effective reports, including:

    - Common Primo Analytics procedures

    - Creating, scheduling, and displaying reports and dashboards

    - Subject areas and action types included in Analytics for reporting

    - How to configure graphs and tables, and concatenate fields for displaying reports

    - How to use prompts and filters to enhance reports

    - How to use regular expressions and perform mathematical operations on data within reports

    Recording

    Presentation

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