2024 Ex Libris Alliance Training Series

The following training opportunities are presented by Ex Libris specifically for Alliance members. This series is part of the 2024 Optimization Report Service provided by Ex Libris as part of the Alliance’s 2023-2028 contract. The goal of these trainings is to help Alliance members become familiar with features and workflows in Alma/Primo that help streamline local processes and reduce staff workload.

Date/TimeTitle, DescriptionResourcesLinks
July 2nd, 9:00am PDTDARA – Data Analysis Recommendation
This session introduces members to the DARA recommendations available in Alma, and how to use them to assist with routine maintenance
Slides
Questions
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July 23rd, 9:00am PDTAutomatic Upload of Electronic Holdings
This session focuses on the use of Alma’s AutoHoldings feature to automate e-resource management
Slides
Questions
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August 20th, 9:00am PDTAlma Analytics Overlap Analysis of Physical and Electronic Holdings
This session covers the use of Analytics to conduct overlap analysis on print and electronic resources
Slides
Questions
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Sept. 3rd, 9:00am PDTCOUNTER Usage in Alma Analytics – Default and Custom Dashboards
This session introduces users to the Analytics COUNTER Usage dashboards
Slides
Questions
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Sept. 24th, 8:30am PDT
(90 minutes)
Discovery Interface Display Logic Rules
This in-depth session shows users how to adjust Discovery Logic settings in Alma to customize resource options for users in Primo
Slides
Questions
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Oct. 15th, 8:30am PDT
(90 minutes)
Non-Financial Integration Profiles
This in-depth session shows users how to use non-financial integration profiles to get Alma data synchronized with external systems. Integrations include SRU, publishing to external partners/servers, and Bursar integrations
Slides
Questions
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Nov. 5th, 8:30am PST
(90 minutes)
Financial Integration Profiles
This in-depth session focuses on financial integrations with external systems to keep Alma and external financial records in sync automatedly
Slides
Questions
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Nov. 26th, 8:30am PST
(90 minutes)
Managing E-Resources: CZ and CDI; CZ/IZ/NZ Topology
This in-depth session focuses on the relationships and differences between records in the CZ and CDI. It also covers the relationships between and implications of using the IZ, CZ, and NZ when managing resources
Slides
Questions
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