LSP (Alma) Migration Archive

LibKey Link and LibKey.io, by Yvonne Kester, 01/21/2021

This sessions covers how to rollover the fiscal year in Alma. It covers step by step instructions on how to rollover ledgers and rollover PO Lines, led by Maggie McGee

Adding e-resource usage data to Alma, setting up SUSHI, and dealing with licenses. Presented by Michelle Eichelberger (2020/03/25)

ILLiad Document Delivery, by Timothy Jackson (2020/03/20)

COVID-19 Preparation Webinar Two, by Shannon Pritting, Michelle Eichelberger, Gail Pawlowski, and Timothy Jackson (2020/03/19)

Discussion of SUNY Library Response to COVID 19 pandemic with Mark McBride, Carey Hatch, Shannon Pritting, and Jennifer Smathers.

Emergency Closing Procedures related to COVID-19. Presented by Shannon Pritting, Timothy Jackson, and Gail Pawlowski. (2020/03/16)

Processing lending locate failures, by Timothy Jackson (2020/03/13)

Processing lending locate failures, by Timothy Jackson (2020/03/06)

Review of how Primo searching works and doesn't work. Presented by Michelle Eichelberger (2020/03/04)

Q&A follow-up for previous week's CDI Overview Part 2. Presented by CDI Task Force (2020/02/28)

Learn how to use analytics for Resource Management, led by Maggie McGee. (2020/02/27)

Reviewed how to configure discovery import profiles for commonly used external resources like LibGuides and DSpace, and looked at results from data harvested by the profile. Presented by Michelle Eichelberger (2020/02/26)

Configuring and Using Reading Rooms, by Timothy Jackson (2020/02/25)

Reviewed how the Central Discovery Index (CDI) will work in your environment, what to look for in the Migration Report, best practices for e-resources management and testing, and known issues. Presented by the CDI Task Force members (2020/02/21)

How the Claim processing function works in Alma acquisitions, by Susan Perry (2/20/2020)

Review of authentication in Primo VE and what patrons gain by logging in, how to configure advanced authentication and what is displayed in My Account. Presented by Michelle Eichelberger (2020/02/19)

Managing column style and format in Column Properties (Criteria tab) and the final look and feel of your report (Results tab), including how to change the number of decimal places in a field, repeating or not repeating data in rows, and adding Views to your reports (such as graphs). Presented by Wendi Ackerman (2020/02/18)

Review of the tools, platforms, and resources available to campuses to train staff on Alma/Primo VE, whether it's new staff, staff in new roles, or refreshers.

Discussed both the basic and advanced functions within Alma, for renewing electronic resources. Topics included acquisitions, evaluation, and license management. Presented by Susan Perry (2020/02/14)

Learn how to relink closed POLs to new bib records and troubleshoot them, led by Maggie McGee (2020/02/13).

Coverd how to search for specific types of e-resources in Alma using a repository search, the different terminology of search indexes related to e-resources and how to find packages shared by SUNY campuses. Presented by Alana Nuth (2020/02/12)

Overdue and Lost Loan profiles, by Timothy Jackson (2020/02/11)

This session builds off of "Understanding the Basics of Indication Rules". Learn how to write more advanced indication rules, led by Maggie McGee. (2020/02/06)

Review of the structure of Primo VE and the data sources used to deliver search results. Presented by Michelle Eichelberger (2020/02/05)

Fulfillment Analytics, by Timothy Jackson (2020/02/04)

Demonstration of SUNY Unpaywall Journals platform where campuses can see scenarios to help make decisions about access if journal subscriptions are not continued. (2020/01/28)

Review of how to pull eResources data from Alma Analytics, including lifecycle information for eResources. Presented by Alana Nuth (2020/01/30)

This session covered best practices for troubleshooting linking issues in Primo. Topics covered included how to find root causes that lead to linking problems, strategies to fix linking parameters to improve linking, and learn how proxy systems interact with Primo links. Presented by Michelle Eichelberger (2020/01/29)

Managing the Active and Expired Hold Shelves, by Timothy Jackson (2020/01/28)

Analytics for Primo VE, including search trends and usage statistics. Presented by Esta Tovstiadi (2020/01/27)

In this session learn what indication rules are, why indication rules are used, how to write basics indication rule, and how to filter a set using a basic indication rule, led by Maggie McGee. (2020/01/24)

Top Ten things that you can do to tune up your Primo VE instance. Presented by Michelle Eichelberger (2020/01/22)

Resource Sharing Analytics, by Timothy Jackson (2020/01/21)

Demonstration of SUNY Unpaywall Journals platform where campuses can see scenarios to help make decisions about access if journal subscriptions are not continued. (2020/01/21)

The session covers the basics of merging bib records in Alma and how to use the "Merge Records & Combine Inventory" workflow to successfully merge matching bib records, by Maggie McGee. (2020/01/17)

Review of how to test e-resource access in Alma and Primo VE. Presented by Alana Nuth (2020/01/15)

How to Place Items on Course Reserves in Alma, by Timothy Jackson (2020/01/14)

Review of how to best manage your Open Access content in Primo. Presented by Esta Tovstiadi (2020/01/13)

Setting up Local Holdings Records (LHR) Publishing Profiles in Alma by Maggie McGee (2020/01/09)
Note: since the recording OCLC clarified a setting in the LHR datasync collection. Slides 3,4, 22, & 54 have been updated to reflect the changes.

This session will go over how to update a NZ brief bib and how to merge the NZ brief bib with an existing NZ master record, by Maggie McGee (2019/12/19)

Review of how to set up Reprints Desk to work as a link resolver, includes discussion of using Reprints Desk with Article Gateway in ILLiad. Presented by Shannon Pritting, Tim Jackson, and Michelle Eichelberger (2019/12/18)

Learn how to share reports with others through on-demand reports, scheduled reports, dashboards, and Alma homepage widgets. Presented by Kristy Lee (2019/12/18)

This training demonstrated workflows to update local collections as new content is added and removed from the vendor. Presented by Alana Nuth (2019/12/18)

This session will introduce the Alma/Primo Analytics interface and allow you to find and edit shared reports for your own use. Presented by Kristy Lee (2019/12/16)

Learn how to increase discoverability of Open Educational Resources by utilizing functionalities of Alma and Primo VE. Presented by Esta Tovstiadi (2019/12/16)

Alternative Access presentation by Shannon Pritting, Tim Jackson, and Michelle Eichelberger. (2019/12/13)

Advanced Resource Sharing Borrowing Workflows, by Timothy Jackson (2019/12/13)

Resource Sharing Requesting from Primo's Link Resolver Record, by Michelle Eichelberger and Timothy Jackson (2019/12/11)

Learn to use the "Share with Network" functionality in the MD Editor to link IZ bib records to the NZ by Maggie McGee (12/12/2019)

Ordering eBooks in the IZ walks you through the workflow for how to handle eBooks that are not in the CZ, not in the correct electronic collection, or have very brief bibliographic information by Maggie McGee (2019/12/10)

Advanced Resource Sharing Lending Workflows, by Timothy Jackson (2019/12/06)

A review of Advanced Search in Alma to help choose between Alma or Alma Analytics for data retrieval. Includes moving from search results to acting on records, exporting the results of a search or list to Excel and saving queries to re-run as needed. (by Jennifer Koerber, 2019/12/05)

Learn different workflows to activate single title ebooks in Alma by creating local portfolios. Addresses cases in which a portfolio for an ebook is not available in the CZ, or not available from the desired vendor and interface. Presented by Alana Nuth (2019/12/04)

How to use Alma's new letter editing functions, by Timothy Jackson (2019/11/20)

Open Q & A about the CDI test period. Presented by members of the CDI Task Force (2019/11/18).

How to set up the new Unpaywall linking in Alma and how to monitor your CZ Updates Task List. Presented by Michelle Eichelberger (2019/11/15)

Information about the Central Discovery Index and how it will affect SUNY campuses. Recorded by Michelle Eichelberger (2019/11/14)

How to configure and use Alma;s new method for exporting unfilled resource sharing requests to ILLiad, by Timothy Jackson (2019/11/5)

Discusses how to load and troubleshoot SIS files. Gail Pawlowski and Shannon Pritting (2019/10/11)

An introduction to creating sets of records in Alma and using them to run jobs, or batch updates of information. Presented by Jennifer Koerber (2019/10/10).

Tips for writing a detailed support ticket to Ex Libris (through Salesforce) or to SUNY Support. Presented by Jennifer Koerber (2019/10/9).

Michelle Eichelberger explains why Primo VE behaves the way it does, provides troubleshooting advice, and possible fixes. (2019/10/02)

Working With ExLibris Support and Switch to Support Meeting (9/25/2019) presented by Brian Noone

How to Link IZ Bib Records to the NZ by Maggie McGee (2019/09/24)

Expected behavior and known issues with the Alma/Primo Link Resolver, by Michelle Eichelberger. (2019/09/12)

Tim Jackson demonstrates the print queue and quick printing features in Alma, for use with letters, notices, and pick lists. (2019/09/03)

Receiving Serials in Alma for campuses that didn't use Acquisitions before migration, by Maggie Magee. (2019/09/03)

Updates, demonstrations, and Q&A on the Network Zone Resource Sharing post-migration, by Timothy Jackson. (2019/08/22)

How to relink bib records to a new PO Line, by Maggie McGee (2019/07/30)

Post-go-live e-resource to-dos by Michelle Eichelberger (2019/07/23)

Using sets and jobs to bulk-change bibs to "Don't Publish" to OCLC, by Maggie McGee. (2019/07/19)

Next steps (post-migration) and updates for publishing profiles to OCLC, by Maggie Mc Gee. (2019/07/16)

Webinar recording on deleting IZ records and unlinking bib records from the NZ by Maggie McGee (2019/07/03)

6-17 Content Operations and Community Zone Presentation Ex Libris presentation (2019/06/17)

NZ import profiles and policies presented by Maggie McGee (2019/06/07)

Configuring walk-in borrowing by Heidi Webb and Timothy Jackson. (2019/05/08)

Introduction to publishing profiles, used to publish bib records from Alma to OCLC, by Maggie McGee. (2019/05/06)

Ex Libris presentation on SIS integration (2019/05/08)

Resource Sharing and Institutional Fulfillment Units; How Do They Interact? by Shannon Pritting (2019/04/25)

Alma/Primo overview functions, by Shannon Pritting (2019/04/24)

Short presentation on Google Scholar in Alma/Primo, then a longer presentation on customizing display in Primo. (2019/04/11)

ILLiad-Alma Integration Working Session 3, including Q & A, by Tim Jackson (2019/04/01)

ILLiad-Alma Integration Working Session 2, including Q & A, by Tim Jackson (2019/03/14)

ILLiad-Alma Integration Working Session 1, by Tim Jackson (2019/03/04)

Overview of how to configure Illiad/Alma integration, including NCIP and configuration files. (2019/02/19)

An overview of electronic resource management presented by Janetta Waterhouse and Rebecca Nous, University at Albany. (2019/03/07)

Using Thunderbird for Alma printing, by Marc Bayer (2019/02/08)

Introduction to printing from Alma using Namtuk (an automatic email management system) by Juan Denzer & Matt Brooks. (2019/01/22)