LibGuides: Next Gen ILS Implementation: Fall Workshop Recordings and Presentation Slides

Fall Workshop Recordings and Presentation Slides

FLVC have made the recordings of each session of the workshops available for staff to watch. All of the sessions are led by an Ex Libris Trainer with assistance from various FLVC staff members. The sessions focus on certain parts of the system that library staff had questions on.

The areas covered in the Fall workshops are: Managing E-Resources, Using Primo VE, Managing Physical Resources, Cataloging, and Alma Analytics.

Recordings and Presentation Slides for each workshop will be made available at the end of the week.

Managing Electronic Resources

Trainer: Sharai Perkes, Ex Libris

Workshop 1 ( 3 Sessions)

Sessions	Topics Covered	Recordings	Slides
Alma Overview Tuesday, September 7 9:30am - 11:30am ET	User Roles and Menus IZ / NZ / CZ Overview Data Structures (Physical vs. Electronic Advanced Searching Q&A	Morning Session 1 Part 1 Morning Session 1 Part 2	Alma Workshop - Overview
Session 2 Acquiring and Activating E-Resources Tuesday, September 7 1:30pm - 4:00pm ET	Activating with Ordering Activating without Ordering Activation Options How to Select the Right Collection, etc. Q&A	Afternoon Session 2 Part 1 Afternoon Session 2 Part 2	Alma Workshop - Acquiring and Activating E- Resources
Session 3 Maintaining Electronic Collections & Portfolios Wednesday, September 8 9:30am - Noon ET	Automation Options Activating Selected Portfolios in CZ Creating a Local Collection and Adding Portfolios Portfolio Loader to Manage Updates/Deletes Import Profiles Q&A	Morning Session 3 Part 1 Morning Session 3 Part 2	Alma Workshop - Maintaining Electronic Collections and Portfolios

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Sessions	Topics Covered	Recordings
Session 1 Alma Overview Thursday, September 9 9:30am - 11:30am ET	User Roles and Menus IZ / NZ / CZ Overview Data Structures (Physical vs. Electronic Advanced Searching Q&A	Morning Session 1 Part 1 Morning Session 1 Part 2
Session 2 Acquiring and Activating E-Resources Thursday, September 9 1:30pm - 4:00pm ET	Activating with Ordering Activating without Ordering Activation Options How to Select the Right Collection, etc. Q&A	Afternoon Session 2 Part 1 Afternoon Session 2 Part 2
Session 3 Maintaining Electronic Collections & Portfolios Friday, September 10 9:30am - Noon ET	Automation Options Activating Selected Portfolios in CZ Creating a Local Collection and Adding Portfolios Portfolio Loader to Manage Updates/Deletes Import Profiles Q&A	Morning Session 3 Part 1 Morning Session 3 Part 2

Using Primo VE

Trainer: Russell Thompson, Ex Libris

Workshop 1 (3 Sessions)

Sessions	Topics Covered	Recordings	Slides
Session 1 Introduction to Discovery Tuesday, September 14 9:30am - 11:30am ET	Workshop Overview Introduction to Discovery Q&A	Morning Session 1	Introduction to Discovery
Session 2 Primo Searching and Features Tuesday, September 14 1:30pm - 4:00pm ET	Searching and Understanding Primo Basics Local and Remote Resources Search and Ranking Enhancing User Experience Cool Features of Primo bX Journal searching and Categories Virtual Browse Q&A	Afternoon Session 2 Part 1 Afternoon Session 2 Part 2	Primo Searching and Features
Session 3 Primo Advanced Concepts Wednesday, September 15 9:30am - Noon ET	Central Discovery Index Article searching, Link in Record, Link Resolver Citations CDI Activation Filtered vs non-Filtered CDI Search Results Making Primo Your Own General Electronic Services (GES) Display Logic Rules Labels Resource Recommender Deduplication and FRBR Q&A	Morning Session 3 Part 1 Morning Session 3 Part 2	Primo Advanced Concepts: Part 1 Primo Advanced Concepts: Part 2 Primo Advanced Concepts: Part 3

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Sessions	Topics Covered	Recordings
Session 1 Introduction to Discovery Thursday, September 16 9:30am - 11:30am ET	Workshop Overview Introduction to Discovery Q&A	Morning Session 1
Session 2 Primo Searching and Features Thursday, September 16 1:30pm - 4:00pm ET	Searching and Understanding Primo Basics Local and Remote Resources Search and Ranking Enhancing User Experience Cool Features of Primo bX Journal searching and Categories Virtual Browse Q&A	Afternoon Session 2 Part 1 Afternoon Session 2 Part 2
Session 3 Primo Advanced Concepts Friday, September 17 9:30am - Noon ET	Central Discovery Index Article searching, Link in Record, Link Resolver Citations CDI Activation Filtered vs non-Filtered CDI Search Results Making Primo Your Own General Electronic Services (GES) Display Logic Rules Labels Resource Recommender Deduplication and FRBR Q&A	Morning Session 3 Part 1 Morning Session 3 Part 2

Managing Physical Resources

Trainer: Jessica Alverson, Ex Libris

Workshop 1 (3 Sessions)

Sessions	Topics Covered	Recordings	Slides
Session 1 Alma Overview Tuesday, September 21 9:30am - 11:00am ET	User Roles and Menus IZ / NZ / CZ Overview Data Structures (Physical vs Electronic) Advanced Searching Q&A	Morning Session 1	Workshop Presentation
Session 2 Ordering and Receiving Physical Resources Tuesday, September 21 1:30pm - 4:30pm ET	Ordering Order Line Types Ordering Lifecycle Ordering Physical one-time; Physical subscriptions Receiving and Invoicing Receiving One-time Receiving Subscriptions Invoicing Lite Q&A	Afternoon Session 2 Part 1 Afternoon Session 2 Part 2
Session 3 Move Requests and Work Orders and Workflows Wednesday, September 22 9:30am - 12:30pm ET	Post-Receiving Processing What Are Your Post-Receiving Processes? Customizing Your Statuses Managing Your Workflow Moving Request and Other Work Orders Moving Items Between Locations Work Order Types and Departments Q&A	Morning Session 3 Part 1 Morning Session 3 Part 2

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Sessions	Topics Covered	Recordings	Slides
Session 1 Alma Overview Thursday, September 23 9:30am - 11:00am ET	User Roles and Menus IZ / NZ / CZ Overview Data Structures (Physical vs Electronic) Advanced Searching Q&A	Morning Session 1	Workshop Presentation
Session 2 Ordering and Receiving Physical Resources Thursday, September 23 1:30pm - 4:30pm ET	Ordering Order Line Types Ordering Lifecycle Ordering Physical one-time; Physical subscriptions Receiving and Invoicing Receiving One-time Receiving Subscriptions Invoicing Lite Q&A	Afternoon Session 2 Part 1 Afternoon Session 2 Part 2
Session 3 Move Requests and Work Orders and Workflows Friday, September 22 9:30am - 12:30pm ET	Post-Receiving Processing What Are Your Post-Receiving Processes? Customizing Your Statuses Managing Your Workflow Moving Request and Other Work Orders Moving Items Between Locations Work Order Types and Departments Q&A	Morning Session 3 Part 1 Morning Session 3 Part 2

Cataloging

Trainer: Jessica Alverson, Ex Libris

Workshop 1 (3 Sessions)

Sessions	Topics Covered	Recordings	Slides
Session 1 Alma Overview Tuesday, September 28 9:30am - 11:00am ET	User Roles and Menus IZ / NZ / CZ Overview Data Structures (Physical vs Electronic) Advanced Searching Q&A	Morning Session 1 * Please be advised of the recording disruption.	Workshop Presentation
Session 2 Manual Cataloging Tuesday, September 28 1:30pm - 4:00pm ET	Post-Receiving Workbench Metadata Editor Navigation Form Editor Locked Records Headings Authority Control Item Editor IZ vs NZ (Overlay, Merge) Copy Cataloging / Merge Preview Q&A	Afternoon Session 2 Part 1 Afternoon Session 2 Part 2
Session 3 Bulk Processes Wednesday, September 29 9:30am - 12:30pm ET	Bulk Loading Records Creating Import Profiles Using Import Profiles Sets and Jobs Logical vs Itemized Sets Running Jobs on Sets Q&A	Morning Session 3 Part 1 Morning Session 3 Part 2

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Sessions	Topics Covered	Recordings	Slides
Session 1 Alma Overview Thursday, September 30 9:30am - 11:00am ET	User Roles and Menus IZ / NZ / CZ Overview Data Structures (Physical vs Electronic) Advanced Searching Q&A	Morning Session 1	Workshop Presentation
Session 2 Manual Cataloging Thursday, September 30 1:30pm - 4:00pm ET	Post-Receiving Workbench Metadata Editor Navigation Form Editor Locked Records Headings Authority Control Item Editor IZ vs NZ (Overlay, Merge) Copy Cataloging / Merge Preview Q&A	Afternoon Session 2 Part 1 Afternoon Session 2 Part 2
Session 3 Bulk Processes Friday, October 1 9:30am - 12:30pm ET	Bulk Loading Records Creating Import Profiles Using Import Profiles Sets and Jobs Logical vs Itemized Sets Running Jobs on Sets Q&A	Morning Session 3 Part 1 Morning Session 3 Part 2

Alma Analytics

Trainer: Sharai Perkes, Ex Libris

Workshop 1 (1 Session)

Sessions	Topics Covered	Recordings	Slides
Session 1 Alma Analytics Tuesday, October 5 9:30am - 12:30pm ET	Alma Analytics Out of the Box Reports Basics of Creating Your Own Reports Reports Created by FLVC Working with Analytics in Alma Creating Sets from Analytics Creating Analytic Objects Q&A	Workshop 1 Part 1 Workshop 1 Part 2	Workshop Presentation

Workshop 2 (Repeat of Workshop 1 - 1 Session)

Sessions	Topics Covered	Recordings	Slides
Session 1 Alma Analytics Thursday, October 7 9:30am - 12:30pm ET	Alma Analytics Out of the Box Reports Basics of Creating Your Own Reports Reports Created by FLVC Working with Analytics in Alma Creating Sets from Analytics Creating Analytic Objects Q&A	Workshop 2 Part 1 Workshop 2 Part 2	Workshop Presentation