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CircSILS: Webinars

Access Services Training for the new ILS

ExLibris Webinars Chart

Webinar links from Wade's Libguide

READ THESE BULLETS FIRST:

  • You must install the webex recording viewer before attempting to view these videos.
  • The webex recording viewer can be installed from: https://welcome.webex.com/client/wbxclient/nbr2player.msi
  • Each link below will take you to a directory containing the training materials for each respective session.
  • The video file has a file extension of .arf.
  • When you click the link for the .arf file, the file will download to your local computer, after which you can click on it to start viewing.
  • Note that each video file is several megabytes in size, and download times will vary with the speed of your connection.
  • If prompted for a password, the password is Alma2014
  • *Recommended webinars for all library staff have an asterisk (*)
Area Title Length (minutes) Description Cassandra 
 Chris Debbie Rebecca Marlene Jada Stephen
General

Introduction to Alma training 

 12 Introduces the Alma training program; describes how and when training occurs during different phases in implementation Viewed+ Viewed+ Viewed Viewed Viewed Viewed
General Introduction to Alma* 18 A high-level overview of Alma to answer the question, "What is Alma?" Viewed Viewed Viewed Viewed Viewed Viewed
General Alma concepts* 50 Provides an introduction to the concepts and structure of Alma Viewed+ Viewed+ Viewed Viewed Viewed Viewed
General What is Alma configuration?* 13 Discusses concepts that inform the configuration of Alma Viewed+ Viewed Viewed Viewed Viewed Viewed
General Looking at the Alma configuration form 36 Examines the configuration form with a focus on  outlining implications of configuration decisions  Viewed+
General Navigating in the Alma interface* 10 Introduces the Alma environment showing what operators with different roles see and how they navigate in the system Viewed Viewed Viewed Viewed Viewed Viewed
General Searching effectively in Alma* 44 Shows various ways of searching in Alma to demonstrate simple and advanced search options with a focus on different inventory types as well as locating users, vendors, PO lines and more Viewed Viewed Viewed Viewed Viewed Viewed
User Mgmt User roles and business workflows* 21 Focuses on the concepts behind the business workflows in Alma and how they relate to user roles Viewed Viewed Viewed Viewed Viewed Viewed
User Mgmt User management fundamentals 15 Looks at different user and account types, explains concepts of internal and external users, introduces the basics of integration with institution's user management system as well as creating role templates Viewed Viewed Viewed Viewed Viewed Viewed
User Mgmt Day-to-day user management 45 Relates to finding users, creating and editing user accounts, assigning roles and/or role templates Viewed Viewed Viewed Viewed
Fulfillment Fulfillment fundamentals 27 Discusses the building blocks providing the infrastructure for fulfillment including details on what is configured at the institution and library levels, explaining concepts of locations and Circulation Desks, what it means to create policies and ToU Viewed+ Viewed Viewed Viewed Viewed
Fulfillment Day-to-day operations in fulfillment 27 Explores daily fulfillment activities including managing patrons, searching for, loaning, returning and renewing items, workflows related to requests, managing fines and fees, introduces course reserves Viewed Viewed Viewed Viewed Viewed
Fulfillment Request workflows 40 Focuses on the workflows related to creating and managing requests, including patron requests for physical items, digitization requests, and move requests Viewed Viewed
Fulfillment Fulfillment Course Reserves 40 Focuses on the workflows related to creating and managing requests, including patron requests for physical items, digitization requests, and move requests Viewed Viewed Viewed
Fulfillment       Booking Request Fundamentals 23 Booking Requests Fundamentals Viewed++ Viewed Viewed
Fulfillment       Booking Requests Workflow 18 Booking Requests Workflow Viewed+ Viewed Viewed
Resource Mgmt Resource management fundamentals* 31 Discusses the repository's data structure, introduces normalization rules Viewed Viewed Viewed
Resource Mgmt Importing bibliographic records and creating inventory 38 Looks at creating import profiles, running and monitoring imports for adding new physical items and/or electronic materials to the repository Viewed Viewed
Resource Mgmt Metadata editor and templates 20 Introduces working in the Metadata editor, creating and editing bibliographic records, adding holdings and inventory, using look-up the for authorities headings and creating templates Viewed Viewed
Resource Mgmt Copy cataloging and inventory management 32 Shows how to search external resources in preparation for copy-cataloging activities, editing records, applying normalization rules, adding local print inventory or electronic packages and portfolios as well as processing inventory
Acquisitions Acquisitions fundamentals 27 Discusses the prerequisites that must be in place before Acquisitions tasks may be undertaken; includes creating and managing ledgers, adding vendors, and determining operator roles as well as details on the infrastructure for managing electronic resources
Acquisitions Importing bibliographic records with embedded order data not yet available Looks at creating import profiles, running and monitoring imports for adding bibliographic records that include embedded order data; will discuss import profiles both for new orders and for updating orders Viewed
Acquisitions Ordering print materials 33 Shows the workflow for ordering a one-time print book or print subscription Viewed
Acquisitions Receiving print materials 21 These workflows demonstrate how to receive a one-time print items as well as print serials Viewed
Acquisitions Ordering and activating an electronic subscription 28 Shows the workflow for ordering and activating an electronic subscription Viewed
Acquisitions Fund management 26 Reviews day-to-day activities related to managing funds in Alma
Acquisitions Invoicing workflows With and without Tax ( minutes) 41 Shows different workflow-options that are available for invoicing and payment as well as options for applying taxes within these workflows
Acquisitions Invoicing and Tax 13 Tax options available in invoices
Acquisitions Synchronizing with ERP systems 11 Focuses on profiles and processes for exporting invoices from Alma to an ERP system along with importing payment information from the ERP system
Acquisitions A little about Fiscal Period Close 22 Introduces Fiscal Period Close
Acquisitions Import profiles and patron driven acquisitions 14 Discusses import profiles as it relates to patron-driven acquisitions, how titles in this repository file are published to the discovery layer to be accessed by patrons, how access is monitored by the vendor and what happens when thresholds are exceeded
Acquisitions Work orders 24 Focuses on creating work-order types that libraries may want to use to track activities related to resource management
Resource Mgmt / Acquisitions Creating sets, running and monitoring processes 30 Learn about creating sets against which processes may be run to perform global tasks such as moving from one location to another, withdrawal, suppressing from discovery and more Viewed
Resource Mgmt / Acquisitions End-to-end workflows for acquiring print materials 41 Explores different workflows for acquiring and managing various types of print materials
Resource Mgmt / Acquisitions Alma Work Orders 24 Alma work orders  
Resource Mgmt / Acquisitions Alma Sets and Processes *      30 Creating Alma sets and running processes
Serials Electronic resources fundamentals not yet available Discusses concepts related to how electronic resources are managed in Alma Viewed
Serials Alma UResolver 18 Focuses on the context-sensitive services for Primo and any other OpenURL compliant sources Viewed Viewed
Serials End-to-end workflows for acquiring electronic resources 41 Focuses on different workflows for acquiring and managing different types of e-resources Viewed
Serials Managing trials for electronic resources 18 Demonstrates how trials for electronic resources may be managed in Alma
Primo End-to-end discovery* 27 Shows the relationship between Alma and Primo demonstrating what patrons see and may do, how that is reflected in Alma Viewed Viewed Viewed Viewed Viewed
Primo Primo Intro for Reference Librarians 61 Introduction to Primo for Reference Librarians