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 – MapSeminar Room One

Thursday 6 February 2014
  Changing facets
  Changing scopes
  Customising “find databases” box
  Changing relevancy weightings
  RDA normalisation rules
  PNX structure

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