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**Alma/Primo VE Main Resource Guide

This guide is one-stop site for everything related to FLVC's integrated library system (Alma) and discovery tool (Primo VE). Included are sections on training courses, basic functions of Alma, access to test environments, managing staff accounts, and more

Link to all Open Office Hours

Link to Analytics Open Office Hours page for meeting link, date & time.

Fulfillment & Resource Sharing Open Office Hour

This virtual open office hour is designed to allow library staff from any FLVC institution to “drop in” and ask questions regarding Fulfillment (Circulation) and Resource Sharing (ILL) in Alma. FLVC staff members familiar with the functionalities of Alma will offer training and advice. Staff from other institutions are encouraged to comment and offer guidance on any issues that are discussed as well.  

The open office will be held on the 3rd Wednesday of each month, from 2:00-3:00 PM ET.

See the Teams link below for access. 

Click here to join the meeting

Meeting ID: 298 029 355 249
Passcode: XXfAwb

Download Teams | Join on the web

Or call in (audio only)

+1 850-792-8632,,854258136#   United States, Tallahassee

Phone Conference ID: 854 258 136#

Find a local number | Reset PIN

Learn More | Meeting options

 

Office Hours Recordings

Recording Link
and Date
Subjects Covered
February 23, 2022 Move from UPS to FedEx
July 20, 2022 UBorrow Statisticss Discussion
January 18, 2023 Lending and Borrowing Workflow
Primo Down
February 15, 2023 Lending and Borrowing Full Workflow
March 22, 2023 Lending and Borrowing Statuses
April 19, 2023 User Records
Note: This recordings requires a password. Please contact help@flvc.org
June 21, 2023 Creating Sets
July 19, 2023 Managing Letters
September 20, 2023 New Loan Period Discussion; Electronic Article Sharing Survey Announcement, Outside Consortia Lending/Borrowing Partners
October 10, 2023 Out of State Resource Sharing
November 15, 2023 Borrowing Tips and Tricks with Peggy from FGCU
Note: This recordings requires a password. Please contact help@flvc.org
January 24, 2024 WorldShare Integration and RapidILL Chat
February 21, 2024 Out of State P2P Resource Sharing and Manual User Blocks
April 17, 2024 Managing a Multi-campus ILL Department - Josh Brown (SPC)
July 17, 2024 RapidILL Discussion
August 21, 2024 Annual Reports: What Do Yours Look Like? - Kristine Shrauger (UCF)
September 18, 2024 UBorrow Dashboard Updates - Jay Wiese (FLVC)
October 16, 2024 Discovering ILL options from the patron's point of view - Britt McGowan (UWF)
November 20, 2024 ADA Title II New Regulations and Interlibrary Loan - Amber Arroyo (FSCJ)

Link to Primo Open Hours with meeting link, date and time.

FLVC Technical Services, Primo VE, E-Resources & Acquisitions Monthly Open Office Hour

This virtual open office hour is designed to allow library staff from any FLVC institution to “drop in” and ask questions regarding acquisitions & serials, cataloging, and managing electronic resources in Alma. FLVC staff members familiar with the functionalities of Alma will offer training and advice. Staff from other institutions are encouraged to comment and offer guidance on any issues that are discussed as well.  

The open office will be held on the 1st Tuesday of each month, from 2:00-3:00 PM ET.

See the Teams link below for access. 

 

Microsoft Teams meeting

Join on your computer, mobile app or room device

Click here to join the meeting

Meeting ID: 222 706 510 218
Passcode: nFv6Uj

Download Teams | Join on the web

Or call in (audio only)

+1 850-792-8632,,489354884#   United States, Tallahassee

Phone Conference ID: 489 354 884#

Find a local number | Reset PIN

Learn More | Meeting options

 

Office Hours Recordings

Recording Link and Date Subjects Covered
July 12, 2023 May 2023 Alma Releases
August 9, 2023 Collection-Level CDI settings in PrimoLoading KBART files into local electronic collectionPrimo Resource Types
September 13, 2023 Creating, testing, and applying a norm rule on batch and single record. Configuring local search field as facet option in Alma Advanced Search
October 11, 2023 Auto-packaging Continuous Order Lines, Releasing catalog records in the Metadata Editor, Creating access fee and processing charge PO line types (Order without Inventory), How to manage PO lines for orders with print & electronic inventory. 
November 15, 2023 Questions regarding uploading .csv or PDF source MARC records to Alma, Journal level collections in the CZ, and ordering glitches in Rialto. Discussion on CDI activation for different types of collections. New PO line task list is now default, but users can opt out until February 2024. 
December 13, 2023 Installing cloud apps to Alma and basic description of functionality for "Item Updater by Excel" Cloud App. Questions about PO lines in claim in Alma (continuous PO lines, and items not received by expected receipt date). Unpaywall set up, Wiley and Springer Autoholding errors in Alma. 
January 17, 2024 Introducing Padlet, showing how to set up the Primo VE Feedback Tool, a licensing bug that will be fixed with the February 2024 feature release, cleaning up records with notes about an item processing status code
February 14, 2024 E-resources enhancements from the February feature release, questions about the benefits and logistics of Rialto implementation and issues some schools are experiencing, and troubleshooting a POL issue
March 13, 2024

Questions about restricted availability statuses for external records, adding custom e-resource coverage dates in batch via the Portfolio Loader or Autoholdings, and bringing records for print books into an Institution Zone from the Network Zone, as well as some e-resources issues related to Springer autoholdings (now resolved), Unpaywall linking (top priority, being worked on by Ex Libris), and citation linker functionality (now resolved)

April 10, 2024 Finding and activating electronic collections and portfolios in the CZ, deleting e-resources from the IZ. Ghost records in Primo VE (while Primo is re-indexing, records may linger but eventually will be removed from Primo). Discussing the cons of the "Change Physical Items Information" job when changing all items of print periodical's holdings- instead want to use "Change holdings information" job. 
May 8, 2024 Overview of Alma's new (May 2024 release) Order It! Amazon quick ordering tool, Primo VE Collections Discovery configuration and management, Connexion web browser discontinued April 2024, can use Worldshare Record Manager or Connexion desktop client- email help@flvc.org for assistance with transition. Alma May 2024 releases FLVC webinar will be held June 11, 2024 at 10-11:30am.
June 11, 2024 Autoholdings and RapidILL
July 10, 2024 OCLC Datasync process, process of correcting duplicate records in NZ, correcting CDI records, Report of ELUNA 2024 sessions.
August 14, 2024 PHSC Banner user migration in Alma, ADA New Title II Regulations for Websites and Mobile Apps- Library Accessibility Alliance resources provided by the FLVC LAA Standing Committee, Associating a PO line to a serial holding to receive, PO line template management, Local Equipment Thumbnail templates for lendable equipment (linking template and parameters for images stored in the Alma Customization Package).
September 11, 2024 Serial prediction pattern, combined issues demo. Discussion regarding Level 3 and 4 holdings for 863 and 866 fields. EBSCOhost new interface, and request of new profile for PICO searching for CIHNAL Ultimate collection (must request additional view from EBSCO). Starting October 2024, new time of office hours (First Tuesday of the month from 2-3pm ET).
October 1, 2024 PHSC discusses experience with recent patron load system change to Banner, including migration process and troubleshooting aspects. UNF migrating from Banner to Workday, slowly moving over patron data and will consult with FLVC. SUSHI harvesting for Brill now requires entry in Platform field of Account Details for successful harvest. 
November 5, 2024 Demonstration of setting up controlled vocabulary for local extensions in the metadata editor, FLVC sought feedback for the Primo VE Research Assistant for schools that have implemented. Announcement of Alma new features webinar on November 19, at 10am ET.