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Summer 2016 Alma Functional Calls
| Date | Video recording | Time | Ex Libris Notes |
|---|---|---|---|
| May 19, 2016 | Searching and users | 56:30 | Answers |
| May 26, 2016 | Resource management | 1:26:42 | Answers |
| Jun 16, 2016 | Fulfillment | 28:42 | Answers |
| Jun 23, 2016 | Work orders and Batch | 1:05:13 | Answers |
| Jun 27, 2016 | Operational Reports | 1:53:39 | Handout |
| Jun 30, 2016 | E-resources | 1:27:48 | Answers |
| Jul 6, 2016 | Analytics | 1:41:45 | Handout |
| Jul 7, 2016 | Purchase Orders | 1:01:16 | Answers |
| Jul 14, 2016 | Course Reserves & Bookings | 47:25 | Answers |
| Jul 15, 2016 | Primo First Look/Configurations | 1:11:40 | Slides |
| Jul 21, 2016 | Admin Fundamentals: User Mgmt & Fulfillment | 48:38 | Answers |
| Jul 28, 2016 | Resource Management Admin | 1:27:27 | Answers |
| Aug 4, 2016 | Acquisitions Admin | 34:52 | Answers |
| Aug 18, 2016 | Workshop follow-up | 1:22:38 | Alma Q&A 8/18/16 |
Fall 2016 Alma Functional Calls
| Date | Video recording | Time | Ex Libris Notes |
|---|---|---|---|
| Sep 15, 2016 | Effective Searching Methods | 1:15:10 | Alma Q&A and Chat Transcript 9/15/16 |
| Sep 22, 2016 | 55:43 | Alma Q&A and Chat Trascript 9/22/16 | |
| Sep 29, 2016 | 1:00:01 | Alma Q&A 9/29/16 | |
| Oct 6, 2016 | Batch changes of bibs (Norm Rules) | 1:09:10 | Alma Q&A and Chat Transcript 10/06/16 |
| Oct 13, 2016 | 43:38 | Alma Q&A and Chat Transcript 10/13/16 | |
| Oct 20, 2016 | 58:28 | Alma Q&A and Chat Transcript 10/20/16 | |
| Oct 27, 2016 | 59:22 | ZIP | |
| Nov 3, 2016 | E-resources activation, video streaming for systemwide purchases | 1:20:56 | ZIP |
| Nov 10, 2016 | Shared e-resource activation | 1:32:02 | Alma Q&A 11/10/16 |
| Nov 15, 2016 | Patron Driven Acquisition (note: this is an MP4) | 1:00:24 | Notes 11/15/16 |
| Nov 17, 2016 | 1:11:17 | Alma Q&A and Chat Transcript 11/17/16 | |
| Dec 1, 2016 | Additional questions around workflows incorporating the Network Zone | 46:34 | ZIP |
| Dec 8, 2016 | 1:07:42 | Alma Q&A and Chat Transcript 12/8/16 | |
| Dec 15, 2016 | 1:08:42 | Alma Q&A and Chat Transcript 12/15/16 | |
| Jan 5, 2017 | More training in Analytics (part 1, part 2) | Alma Chat Transcript 1/5/17 |
Spring 2017 Alma Functional Calls
| Date | Video recording | Time | Ex Libris Notes |
|---|---|---|---|
| Feb 2, 2017 | Letters and notices | 1:08:33 | Alma Q&A and Chat Transcript 2/2/17 |
| Feb 9, 2017 | 52:34 | ||
| Feb 16, 2017 | 1:14:00 | ||
| Feb 23, 2017 | Serials part 2: prediction and claiming | 1:20:00 | ZIP File |
| Mar 2, 2017 | 1:01:00 | ZIP File | |
| Mar 9, 2017 | Tech services integrations: YBP; CCC GetItNow | 59:00 | |
| Mar 16, 2017 | Course Reserves | 1:26:00 | |
| Mar 23, 2017 | Authority Control: Global CZ Management | ||
| Mar 30, 2017 | Bookings | 40:56 | ZIP files |
Apr 6, 2017 | 1:05:00 | Alma Chat Transcript 4/6/17 | |
| Apr 13, 2017 | Notes & Chat | ||
| Apr 20, 2017 | Cutover prep (Dolph & team) | 1:29:00 | ZIP files |
| Apr 27, 2017 | Office Hours on Forms | 59:00 | Alma Chat Transcript 4/27/17 |
| May 4, 2017 | Marcive | 28:13 | |
| May 11, 2017 | Alma checklist followup - Scheduling and Subscribing to Analytics Reports / Scheduled Jobs / Q&A | 1:04:00 | Notes |
Fall 2016 Primo Functional Calls
(See also the Discovery recordings.)
| Date | Video recording | Time | Ex Libris Notes |
|---|---|---|---|
| Oct 6, 2016 | Introduction to Primo | 43:15 | Primo Chat 10/06/16 |
| Oct 13, 2016 | 50:04 | Primo Chat 10/13/16 | |
| Oct 20, 2016 | 58:06 | ||
| Oct 27, 2016 | Scopes, views, labels | 43:27 |
Spring 2017 Primo Functional Calls
(See also the Discovery recordings.)
| Date | Video recording | Time | Ex Libris Notes |
|---|---|---|---|
| Feb 2, 2017 | Configuring Views | 58:04 | Primo Chat 2/2/17 |
| Feb 9, 2017 | 48:58 | ||
| Feb 16, 2017 | 38:00 | ||
| Feb 23, 2017 | Boosting | 1:04:00 | N/A |
| March 3, 2017 | Setting up and scheduling pipes | 53:00 | N/A |
| March 16, 2017 | FRBR and Dedup | 55:00 | FRBR-DEDUP_CalState.pptx |
Attachments:
Functional Call - 260516-answers (1).docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Functional call - June 23 - questions.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Alma_Operational_Reports_HO.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Functional call - June 16-2016.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Functional call - June 30-2016.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Alma_Intro_Analytics_HO.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Functional Call-questions-July-07-2016.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
01CALS Primo Configuration.pdf (application/pdf)
FunctionalCall-questions-July-14-2016.pdf (application/pdf)
Functional Call - questions - July-14-2016.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Functional 072016.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Functional Call - questions - July-28-2016.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
20160804 01CALS Admin Fundamentals ACQ Functional Call.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
GMT20161020-200203_David-Walk.txt (text/plain)
GMT20161027-200120_David-Walk.txt (text/plain)
PDA Resources for Cal State call.zip (application/zip)
Basecamp_eResourcesWorkflows_20161103.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
120116.zip (application/zip)
020717 Fines fees lost.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
01CALS Primo Sandbox.pdf (application/pdf)
AlmaFuncCall022317.zip (application/zip)
Basecamp Download.zip (application/zip)
Gobi Ordering with YBP.pptx (application/vnd.openxmlformats-officedocument.presentationml.presentation)
Basecamp Download (1).zip (application/zip)
FRBR-DEDUP_CalState.pptx (application/vnd.openxmlformats-officedocument.presentationml.presentation)
Basecamp Download (2).zip (application/zip)
032317 Authorities.pptx (application/vnd.openxmlformats-officedocument.presentationml.presentation)
20170323 Alma functional call chat transcript.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Basecamp Download (3).zip (application/zip)
20170504 Alma functional call chat transcript.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
20170511 Alma functional call chat transcript.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)