Important Announcement (Updated 11/02/2021)

The wiki version upgrade is postponed to Monday, November 8, from 5:30 AM to 8:00 AM PST - More information can be found in our Confluence 7.4.13 upgrade documentation.
Please plan accordingly.

UCSF Library documentation for Alma, Primo VE, and the SILS project. This is a public wiki space. Contact the SILS Leads with any questions.

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Ex Libris' Alma workshops for UCSF will be held during the week of March 15 - 19, 2021. These workshops are designed to expand our understanding of Alma functionality and prepare us to use Alma in our local workflows. Unlike the UC-wide Vanguard Alma Workshops, these sessions are for UCSF only.

  • Recordings of each session will be linked from the table below as soon as they are available
  • All sessions will use the same Zoom link
  • Each session will have a UCSF host who will record the session for later viewing and keep track of questions and items for follow up
  • In advance of each session, attendees must view the Alma Essentials trainings related to the topic (see the 'Preparation' column below)
  • For each session, attendees should bring questions about workflows, processes, and local considerations (enter questions in advance in the 'Questions for Ex Libris' column below)

UCSF Workshop Questions and Notes

TopicDate/TimeContentPreparationParticipantsQuestions for Ex Libris

Introduction

→ View recording

Monday, March 15

9:30-10:30

  • Workshop Overview
  • Inventory model, searching
  • User roles and tasks

Cat, Erin, Andy, Iesha, Katie, Susan, Polina, Edith, Kate, Micquel, Eric, Ryan, Aira, Don, Tyrone, Ned, Bazil, Bertha, and Joanna

Host: Micquel


Technical Services Overview

→ View recording

Monday, March 15

11-12

  • Fund Structures
  • Vendors, accounts, interfaces, EDI

Andy, Katie, Susan

Host: Susan


Ordering

→ View recording

Monday, March 15

2-3:30

  • Order line types
  • Ordering lifecycle
  • Ordering physical one-time; physical subscriptions, electronic subscriptions

Andy, Iesha, Katie, Susan

Host: Susan


Receiving, Activating

→ View recording

Tuesday, March 16

9:30-10:30

  • Receiving one-time
  • Receiving subscriptions (with or without prediction)
  • Activating e-resources

Andy, Iesha, Katie, Susan

Host: Susan


Invoicing

→ View recording

Tuesday, March 16

11-12

  • Invoicing lifecycle and integration options
  • Creating and editing invoices
  • Taxes
 View all

Andy, Iesha, Katie, Susan

Host: Susan


Manual Cataloging and Record Management

→ View recording

Tuesday, March 16

1-2:30

  • Post-receiving processing and work orders
  • Metadata editor: templates, locked records, copy cataloging, form editor, headings, etc.
  • Authority Control
  • Item editor

Cat, Erin, Andy, Iesha, Katie, Polina, Edith, Kate,  Susan

Host: Susan

  • What does "Export to WorldCat > Publish" do? Does it add holdings or overwrite an OCLC bib?
  • What are the different ways to add/remove OCLC holdings in Alma?

Bulk Catalog, Inventory, and Delivery Maintenance

→ View recording

Wednesday, March 17

9:30-11

  • Import profiles
  • PDA/DDA
  • Bulk processing: records, inventory, order lines, users

Cat, Katie, Polina, Erin, Edith, Kate, Susan

Host: Susan


Technical Services Q&A

→ View recording

Wednesday, March 17

1-2:30


Cat, Erin, Andy, Iesha, Katie, Polina, Edith, Kate, Susan

Host: Susan


Fulfillment

→ View recording

Thursday, March 18

9-10

  • Fulfillment policies and infrastructure
  • Lost item profiles and notifications
  • Blocks and overrides
  • Patron limits; loan limits

Micquel, Eric, Ryan, Aira, Don, Tyrone, Ned, Bazil, and Bertha

Host: Micquel

  • What are the workflow differences in using Return Item vs Scan In Items for all returns/check-ins?

User Management & Notices

→ View recording

Thursday, March 18

1-2

  • User records: structure, ownership, synchronization
  • Registering new users
  • Customizing and testing notices

Micquel and Eric

Host: Micquel

  • What is the best way to add a new patron given external connection? Admin -->Manage Users--> Add User doesn't have the Institutional Record option the Register New User form does from the Manage Patron Services function.
  • Overview of user roles and tasks (ran out of time during Intro/Overview on Monday)

Patron Services

POSTPONED

Thursday, March 18

2:30-4

  • Loan, return
  • Fines and fees
  • Overriding blocks

Micquel, Eric, Ryan, Aira, Don, Tyrone, Ned, Bazil, and Bertha

Host: Micquel


Requests and Resources Sharing

→ View recording

Friday, March 19

9:30-10:30

  • Placing and managing requests
  • Monitoring requests and work orders
  • Hold shelf maintenance
  • Other request types: digitization, resource sharing

Micquel, Eric, Ryan, Aira, Don, Tyrone, Ned, Bazil, Bertha, and Andy

Host: Micquel


Course Reserves

→ View recording

Friday, March 19

11-12

  • Course reserves reading list
  • Scan-in reserve management

Micquel and Eric

Host: Micquel


Fulfillment Q&A

→ View recording

Friday, March 19

1-2:30


Micquel, Eric, Ryan, Aira, Don, Tyrone, Ned, Bazil, and Bertha

Host: Micquel