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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.

Link to RSSC Open Office Hours page with meeting link, date and time.

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

FLVC Technical Services, 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 2nd Wednesday of each month, from 1:30-2:30pm 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.