Guides: LSP (Alma) Migration Archive: 4 Day In Person Training

Recordings of Sessions at 4 Day Training December 2018

SUNY Metadata Standards & Policies: Alma Workshop: 12112018
Project managers discussion on resource management policies and best practices.
Acquisitions Policies and Best Practices: Alma Workshop - 12112018
Project managers discuss acquisitions policies and best practices as they relate to SUNY.
Introduction and Tech Services Overview: Alma Workshop - 12112018
Conceptual overview, organization and terminology; inventory model and user roles
Technical Services Overview: Alma Workshop - 12112018
Fund structures, vendors, accounts, interfaces
Ordering: Alma Workshop - 12112018
Physical one time, physical subscriptions, electronic subscriptions, other materials and order arrangements
Receiving: Alma Workshop - 12112018
Receiving for one-time purchases and for serials.
Day 1 - Q&A: Alma Workshop - 12112018
Wrap-up Q&A on day 1 that mostly covered technical services, acquisitions, conceptual overview.

SUNY IZ NZ Discussion: Alma Workshop - 12122018
A discussion of e-resources and physical resources in the institution zone and network zone.
Post-Receiving Processing: Alma Workshop - 12122018
Managing items in departments, work order, item editor
Electronic Resource Activation: Alma Workshop - 12122018
Electronic Resource Trials: Alma Workshop - 12122018
Day 2 - Post Lunch Q&A: Alma Workshop - 12122018
Importing A Bib Record: Alma Workshop - 12122018
Import processing and bulk processing (normalization rules)
Manual Cataloging / Metadata Management: Alma Workshop - 12122018
Metadata Editor: temporary records, locked records, copy cataloging, form editor, headings, etc.; bulk changes to holdings and item records
Working with Items in Batch: Alma Workshop - 12122018
Creating sets, running jobs, applying changes repetitively by scanning barcodes
Licenses: Alma Workshop - 12122018
Day 2 - Q&A: Alma Workshop - 12122018
End of day 2 Q&A session covering mostly resource management and acquisitions.
Day 2 - Invoicing - Alma Workshop - 12122018
Invoicing life cycle and integration options

Access Services & Resource Sharing Workgroup: Alma Workshop - 12132018
Project managers discuss policies and best practices related to fulfillment.
Introduction and Patron Services Overview: Alma Workshop - 12132018
Workshop overview, goals, expectations; inventory model for fulfillment
Fulfillment Overview: Alma Workshop - 12132018
Fulfillment policies and infrastructure, lost item profiles and notifications, blocks and overrides, patron limits, loan limits
User Management and Notices: Alma Workshop - 12132018
User records: structure, ownership, synchronization, registering new users ,customizing and testing notices
Day 3 - Post Lunch Q&A: Alma Workshop - 12132018
Patron Services and Follow Up Q&A: Alma Workshop - 12132018
Loan, return, fines & fees, overriding blocks
Course Reserves: Alma Workshop - 12132018
Courses and reading lists, scan-in reserves management
Day 3 - Q&A: Alma Workshop - 12132018
Wrap-up Q&A session on day 3 that mostly focused on fulfillment related questions.

Day 4 - Morning Q&A: Alma Workshop - 12142018
The floor was open to all questions. They mostly related to fulfillment topics covered on day 3.
Day 4 - Requests - Alma Workshop - 12142018
Placing and managing requests/holds, monitoring requests and work orders, hold shelf maintenance
Day 4 - Resource Sharing: Alma Workshop 12142018
Concepts (rotas, configuration), request lifecycles, End-to-end workflows
Walk-In Borrowing: Alma Workshop - 12142018
Loan and return to remote patron, return in the wrong library
Day 4 - SUNY Support Models - Alma Workshop - 12142018
Analytics Overview: Alma Workshop - 12142018
Day 4 - Q&A: Alma Workshop - 12142018
Final Q&A session from the 4 day workshop. It mostly covers fulfillment activities, however, all topics were encouraged.