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/Time | Title, Description | Resources | Links |
| July 2nd, 9:00am PDT | DARA – 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 Documentation | Recording |
| July 23rd, 9:00am PDT | Automatic Upload of Electronic Holdings This session focuses on the use of Alma’s AutoHoldings feature to automate e-resource management | Slide decks Questions Documentation | Recording |
| August 20th, 9:00am PDT | Alma Analytics Overlap Analysis of Physical and Electronic Holdings This session covers the use of Analytics to conduct overlap analysis on print and electronic resources | Slide decks Questions Documentation | Recording |
| Sept. 3rd, 9:00am PDT | COUNTER Usage in Alma Analytics – Default and Custom Dashboards This session introduces users to the Analytics COUNTER Usage dashboards | Slides Questions Documentation | Recording |
| 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 | Questions Documentation | Recording |
| 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, OCLC, and publishing to external partners/servers. | User Integration slides OCLC Integration slides API Restrictions Integration slides SRU Integration blog post Questions | Recording |
| 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 *Please see the questions document for a note on the re-import problem encountered late in the recording. | Financial Systems Integration Presentations Priority Financial Module Integration (Tech blog) Questions | Recording |
| 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 *Please see the questions document for notes on inaccuracies in the recording. | Slides on the CDI Questions | Recording |