LibGuides: Next Gen ILS Implementation: Fall Workshops

Fall Workshops

Fall Workshops for Alma/Primo VE

Now that we've implemented Alma and Primo VE for all 40 institutions, library staff still have questions about certain aspects of our new system. After surveying the Working Groups and reviewing the kinds of questions that have been submitted to the FLVC Help Desk, FLVC will host five additional Ex Libris online workshops for Fall 2021. These sessions will focus on certain parts of the system that staff have questions with rather than a broad overview of all aspects of Alma/Primo VE. The areas covered in the new workshops are: Managing E-Resources, Primo VE, Managing Physical Resources, Cataloging, and Alma Analytics.

All sessions will be led by an Ex Libris Trainer with various FLVC staff members available to assist. The trainer will demonstrate and explain how to perform certain functionality, and there will be plenty of opportunity to ask questions during each session.

The structure of the fall workshops will be different than the spring. Instead repeating the same workshop over five times, we've decided to dedicate a week to each particular area and just repeat the workshop once. This way, staff can choose to attend early or late in the week. Of course, a recording for each workshop will be made available on our Libguide once it is available. To register, please see the listing below along with a link to the registration form for each session. You can also click on the tabs at the top of the page for a description of what will be covered in each workshop. If you have questions, please feel free to contact the FLVC Help Desk at help@flvc.org.

Topic	Date and Times (ET)
Managing E-Resources (Workshop 1)	Tuesday, Sept. 7 (9:30-11:30am; 1:30-4pm) Wednesday, Sept. 8 (9:30-Noon)
Managing E-Resources (Workshop 2, repeat of Workshop 1)	Thursday, Sept. 9 (9:30-11:30am; 1:30-4pm) Friday, Sept. 10 (9:30-Noon)
Using Primo VE (Workshop 1)	Tuesday, Sept. 14 (9:30-11:30am; 1:30-4pm) Wednesday, Sept. 15 (9:30-noon)
Using Primo VE (Workshop 2, repeat of Workshop 1)	Thursday, Sept. 16 (9:30-11:30am; 1:30-4pm) Friday, Sept. 17 (9:30-noon)
Managing Physical Resources (Workshop 1)	Tuesday, Sept. 21 (9:30-11:00am; 1:30-4:30pm) Wednesday, Sept. 22 (9:30am-12:30pm)
Managing Physical Resources (Workshop 2, repeat of Workshop 1)	Thursday, Sept. 23 (9:30-11:00am; 1:30-4:30pm) Friday, Sept. 24 (9:30am-12:30pm)
Cataloging (Workshop 1)	Tuesday, Sept. 28 (9:30-11am; 1:30-4pm) Wednesday, Sept. 29 (9:30am-12:30pm)
Cataloging (Workshop 2, repeat of Workshop 1)	Thursday, Sept. 30 (9:30-11am; 1:30-4pm) Friday, Oct. 1 (9:30am-12:30pm)
Using Alma Analytics (Workshop 1)	Tuesday, Oct. 5 (9:30am-12:30pm)
Using Alma Analytics (Workshop 3, repeat of Workshop 1)	Wednesday, Oct. 6 (1:30pm - 4:30pm)
Using Alma Analytics (Workshop 2, repeat of Workshop 1)	Thursday, Oct. 7 (9:30am-12:30pm)

Electronic Resources

Trainer: Sharai Perkes, Ex Libris

Workshop 1 (3 Sessions)

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

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

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

Using Primo VE

Trainer: Russell Thompson, Ex Libris

Workshop 1 (3 Sessions)

Session 1 Introduction to Discovery Tuesday, September 14 9:30am - 11:30am ET	Topics: Workshop Overview Introduction to Discovery Q&A
Session 2 Primo Searching and Features Tuesday, September 14 1:30pm - 4:00pm ET	Topics: 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
Session 3 Primo Advanced Concepts Wednesday, September 15 9:30am - Noon ET	Topics: 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

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Session 1 Introduction to Discovery Thursday, September 16 9:30am - 11:30am ET	Topics: Workshop Overview Introduction to Discovery Q&A
Session 2 Primo Searching and Features Thursday, September 16 1:30pm - 4:00pm ET	Topics: 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
Session 3 Primo Advanced Concepts Friday, September 17 9:30am - Noon ET	Topics: 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

Managing Physical Resources

Trainer: Jessica Alverson, Ex Libris

Workshop 1 (3 Sessions)

Session 1 Alma Overview Tuesday, September 21 9:30am - 11:00am ET	Topics: User Roles and Menus IZ / NZ ? CZ Overview Data Structures (Physical vs Electronic) Advanced Searching Q&A
Session 2 Ordering and Receiving Physical Resources Tuesday, September 21 1:30pm - 4:30pm ET	Topics: Ordering --Order Line Types --Ordering Lifecycle --Ordering Physical one-time; Physical subscriptions Receiving and Invoicing --Receiving One-time --Receiving Subscriptions --Invoicing Lite Q&A
Session 3 Move Requests and Work Orders and Workflows Wednesday, September 22 9:30am - 12:30pm ET	Topics: 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

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Session 1 Alma Overview Thursday, September 23 9:30am - 11:00am ET	Topics: User Roles and Menus IZ / NZ ? CZ Overview Data Structures (Physical vs Electronic) Advanced Searching Q&A
Session 2 Ordering and Receiving Physical Resources Thursday, September 23 1:30pm - 4:30pm ET	Topics: Ordering --Order Line Types --Ordering Lifecycle --Ordering Physical one-time; Physical subscriptions Receiving and Invoicing --Receiving One-time --Receiving Subscriptions --Invoicing Lite Q&A
Session 3 Move Requests and Work Orders and Workflows Friday, September 22 9:30am - 12:30pm ET	Topics: 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

Cataloging

Trainer: Jessica Alverson, Ex Libris

[Note: Session 1 of this workshop is identical to Session 1 of the Managing Physical Resources Workshop which is held on Sept. 21 and 23. If you attend both workshops, you do not need to attend this session again.]

Workshop 1 (3 Sessions)

Session 1 Alma Overview Tuesday, September 28 9:30am - 11:00am ET	Topics: User Roles and Menus IZ / NZ / CZ Overview Data Structures (Physical vs Electronic) Advanced Searching Q&A
Session 2 Manual Cataloging Tuesday, September 28 1:30pm - 4:00pm ET	Topics: 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
Session 3 Bulk Processes Wednesday, September 29 9:30am - 12:30pm ET	Topics: Bulk Loading Records --Creating Import Profiles --Using Import Profiles Sets and Jobs --Logical vs Itemized Sets --Running Jobs on Sets Q&A

Workshop 2 (Repeat of Workshop 1 - 3 Sessions)

Session 1 Alma Overview Thursday, September 30 9:30am - 11:00am ET	Topics: User Roles and Menus IZ / NZ ? CZ Overview Data Structures (Physical vs Electronic) Advanced Searching Q&A
Session 2 Manual Cataloging Thursday, September 30 1:30pm - 4:00pm ET	Topics: 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
Session 3 Bulk Processes Friday, October 1 9:30am - 12:30pm ET	Topics: Bulk Loading Records --Creating Import Profiles --Using Import Profiles Sets and Jobs --Logical vs Itemized Sets --Running Jobs on Sets Q&A

Alma Analytics

Trainer: Sharai Perkes, Ex Libris

Workshop 1 (1 Session)

Session 1 Alma Analytics Tuesday, October 5 9:30am - 12:30pm ET	Topics: 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 3 (Repeat of Workshop 1 - 1 Session)(Added Session)

Session 1 Alma Analytics Wednesday, October 6 1:30pm - 4:30pm ET	Topics: 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 (Repeat of Workshop 1 - 1 Session)

Session 1 Alma Analytics Thursday, October 7 9:30am - 12:30pm ET	Topics: 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