Technical Seminars

Alma Technical Seminar – Stream 1

Date: Tuesday 3 February – Wednesday 4 February 2015
Venue: Computer lab TETB LG34, Tyree Building, UNSW, ANZAC Parade, Sydney — Map
Cost: AUD$250.00

3 February 2015 DAY ONE
9:00am – 10:30am Creating sets and managing jobs
Connie Braun

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. We’ll run and monitor processes using various saved sets to perform global data change activities.

10:30am – 11:00am Break
11:00am – 12:30pm Introduction to Alma analytics
Connie Braun

Let’s get started with 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.

12:30pm – 1:30pm Lunch
1:30pm – 3:00pm Designing and using normalisation rules
Connie Braun

Normalization rules and 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.

3:00pm – 3:30pm Break
3:30pm – 5:00pm Designing and using normalisation rules (continued)
Connie Braun

Normalization rules and 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.

5:00PM END OF DAY ONE
   
4 February 2015 DAY TWO
9:00am – 10:30am You’ve Got Serials Prediction Patterns!
Connie Braun

As of the January release, Alma supports the use of serial prediction patterns and opening expected issues. This presentation will focus on the workflow for setting up prediction patterns noting the prerequisites and demonstrating through a number of different examples. You’ll have the opportunity to follow along for a hands-on experience.

10:30am – 11:00am Break
11:00am – 12:30pm Best practices for workflows in Alma
Connie Braun

There are many different kinds of workflows in Alma Acquisitions, Fulfillment, and Resource Management functional areas. Join this session as we cover selected workflows in each functional area, and their best practices. You will have the opportunity to practice these workflows in this hands-on session.

12:30pm – 1:30pm Lunch
1:30pm – 3:00pm Advanced analytics topics
Connie Braun

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.

3:00pm – 3:30pm Break
3:30pm – 5:00pm Advanced analytics topics (continued)
Connie Braun

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.

5:00pm FINISH

Alma Technical Seminar – Stream 2

Date: Tuesday 3 February – Wednesday 4 February 2015
Venue: Computer lab TETB LG36, Tyree Building, UNSW, ANZAC Parade, Sydney — Map
Cost: AUD$250.00

3 February 2015 DAY ONE
9:00am – 10:30am Resource sharing: configuration, workflows and Primo displays
Liz Best

This session will provide an overview of the configuration options and workflows in Alma resource sharing with particular attention to how these options display in Primo.

10:30am – 11:00am Break
11:00am – 12:30pm Acquisitions troubleshooting activities in Alma
Liz Best

How can I assign and manage multiple funds to pay for an expensive item? What if I order multiple copies of an item, but only one copy arrives with the invoice? What if I need to change the fund associated an ordered title? Join this hands-on session to learn about advanced functionality in Alma Acquisitions through use various case scenarios.

12:30pm – 1:30pm Lunch
1:30pm – 3:00pm Introduction to the Ex Libris Developer Network
Liz Best

Welcome to the new Ex Libris Developers Portal! This demo will introduce the portal, which includes detailed product API and integration documentation as well as the API dashboard for Ex Libris SaaS applications. Learn how to use the portal’s blog and forum, and discover how to contribute code and apps. The next generation EL Commons is upon us- come learn how it benefits you!

3:00pm – 3:30pm Break
3:30pm – 5:00pm Introduction to the Ex Libris Developer Network (continued)
Liz Best

Welcome to the new Ex Libris Developers Portal! This demo will introduce the portal, which includes detailed product API and integration documentation as well as the API dashboard for Ex Libris SaaS applications. Learn how to use the portal’s blog and forum, and discover how to contribute code and apps. The next generation EL Commons is upon us- come learn how it benefits you!

5:00PM END OF DAY ONE
   
4 February 2015 DAY TWO
9:00am – 10:30am Using the Alma APIs
Liz Best

Alma APIs have been upgraded. We’ll walk through using the Developer Portal to register for an account, explore the REST-based APIs, use the interactive API console to get started, and use the detailed documentation for the nitty-gritty. By the time we’re done, we’ll have a basic working student portal. Along the way, we’ll review best practices and discover some tips and tricks to using the new APIs.

10:30am – 11:00am Break
11:00am – 12:30pm Using the Alma APIs (continued)
Liz Best

Alma APIs have been upgraded. We’ll walk through using the Developer Portal to register for an account, explore the REST-based APIs, use the interactive API console to get started, and use the detailed documentation for the nitty-gritty. By the time we’re done, we’ll have a basic working student portal. Along the way, we’ll review best practices and discover some tips and tricks to using the new APIs.

12:30pm – 1:30pm Lunch
1:30pm -3:00pm Ins and Outs of Work Orders
Liz Best

Work orders in Alma are staff-driven requests for items that need internal processing – and they are flexible depending on your library’s processes. In this hands-on session you will learn how to configure work orders and best practices. We’ll also cover some examples of how work orders can be used to help you think about how you might employ work orders at your library.

3:00pm – 3:30pm Break
3:30pm – 5:00pm Troubleshooting electronic collections in Alma and Primo
Liz Best

This session will review common issues in electronic collection management and demonstrate troubleshooting tips and tools for each of these issues.

5:00pm FINISH

Primo Technical Seminar

Date: Thursday 5 February 2015
Venue: Computer lab, Tyree Building, UNSW, ANZAC Parade, Sydney — Map
Cost: AUD$125.00

  Registration
9:00am Primo ranking
10:15am Community zone – PCI – Primo
11:30am Primo delivery – getit1, getit2
12:30pm Lunch
1:30pm Primo Alma – css skin
2:15pm Alma integrations
3:45pm Reporting in Primo
5:00pm Finish

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