Technical Seminars
Ex Libris Alma Technical Seminar
Date: 5-6 February 2014
Venue: Swanston Library, Level 5, Building 8 (RMIT )
| Wednesday 5 February 2014 | |
| 9:00 – 10:30 | Writing normalisation rules Normalization processes may be used to change the behavior of how metadata records are corrected or updated in Alma. Normalization rules are created in the Metadata editor and applied when importing records to the repository. Join this session to gain hands-on experience with writing normalization rules and testing that rules are performing correctly. |
| 10:30 -11:00 | Break |
| 11:00 – 12:30 | Match profiles and merge routines When a record is imported, Alma attempts to find a matching record based on import profile preferences. Import profiles may be created to include match profiles which may be applied to both serials and non-serials inventory. Join this hands-on session to learn to create and/or edit match and merge profiles to maximize matching and deduplication processes in your environment. |
| 12:30 – 1:30 | Lunch |
| 1:30 – 3:00 | Creating sets and managing processes Different types of sets help you to manage your data on a day to day basis. We’ll discuss the different types of sets that are available in Alma and how to determine the best one to use for a particular purpose. Among the best things that can be done in Alma with a set is to run a processes to perform global data change tasks, so we’ll run and monitor processes using various saved sets. |
| 3:00 – 3:30 | Break |
| 3:30 – 5:00 | Import profiles As part of day-to-day operations, a lot of data can be imported. We’ll review the metadata import workflow, examine the different import profile types, configure an import, run and monitor an import as well as handling any issues with loading and matching. |
| Thursday 6 February 2014 | |
| 9:00 – 10:30 | Introduction to analytics Dig in to Alma Analytics! We’ll begin by examining the Canned Reports and viewing the data that is retrieved in your production environment. In addition to reviewing the basic mechanics of editing these reports, we’ll build several simple analyses and expose the results to others. |
| 10:30 – 11:00 | Break |
| 11:00 – 12:30 | Advanced analytics Dig even further into Alma Analytics! Starting with scenarios describing reports that are needed, we’ll build complex reports including formatting and customizing them to meet your needs. Scenarios will be provided. |
| 12:30 – 1:30 | Lunch |
| 1:30 – 3:00 | Basics of customizing XML letters Ensuring that letters and notifications meet institutional preferences and specifications is an important thing. Join this hands-on session to learn the basics of customizing XML letters. Scenarios identified by and in use at several Alma libraries will be explored. |
| 3:00 – 3:30 | Break |
| 3:30 – 5:00 | Impact of configuration choices |
Ex Libris Primo Technical Seminar
Date: 6 February 2014
Venue: Seminar Room One, State Library of Victoria – Map – Seminar Room One
| Thursday 6 February 2014 | |
| Changing facets | |
| Changing scopes | |
| Customising “find databases” box | |
| Changing relevancy weightings | |
| RDA normalisation rules | |
| PNX structure | |
