This guide is meant to be a one stop easy to find site for everything related to our next gen ILS implementation of Alma and Primo VE. For info that's soooooo pre-go-live, check out the Home Tab & the 2020 Alma Primo Archive Tab above. The other Alma Libguide for TLCC, staff & faculty: https://libguides.polk.edu/NextGen_ILS/Welcome |
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Got training?
Oh yeah we do!
Alma Glossary - Translates Aleph lingo into Alma lingo
Alma Role Profiles - Staff User Roles
Welcome to your one stop shop for our Alma and Primo VE implementation.
Earth shattering revelations and important to-do's will live on this tab. For a more thorough update see the Good to Know box below this one.
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The Latest & the Greatest:
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Fall Workshop Recordings (September 2021):
All of the FLVC / Ex Libris Fall Workshop recordings will be available here: https://falsc.libguides.com/ILS-Implementation/fallworkshoprecordings
FLVC is posting the recordings the Monday following the live workshops.
Only the recordings from week 2 will live here. Additional recordings posted by FLVC live here: https://falsc.libguides.com/ILS-Implementation/spring_ws_recordings
Spring Workshop Recordings
FALSC have made the recordings of each session of the workshops available for staff to watch. The recordings listed below are from the Week 2 workshop held March 8-11, 2021. The presenter for all sessions was Pam Tejes from Ex Libris.
Please use these recordings as a refresher or to catch up on a session that you could not attend. However, they are not a substitute for the for the live, interactive sessions that are currently being offered each week until May 6th.
Also, it is imperative that if you cannot attend the Introductory session offered each Monday morning from 9:30-10:30am, but you are attending other sessions later in the week, that you watch the recording of the Introductory session. For instance, if you registered to attend one or more sessions on Fulfillment (Circulation) which are offered on Wednesday and Thursday, you should either attend the Monday morning session or watch the recording listed on this page. Information given in the Introduction session will not be repeated explicitly in other sessions.
[Note: There were two technical issues during the workshop that temporarily halted the session and stopped the recording. Because of this, the first part of session 3 and the second part of session 8 have multiple recordings.]
Session | Date Recorded | Topics Covered | Link |
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Introduction | March 08, 2021 Morning |
Introduction Workshop Overview Inventory Model, Searching User Roles and Tasks |
Video Recording (1hr 5min) |
Session 1 | March 08, 2021 Morning |
Technical Services Overview |
Video Recording (1hr 7min) |
Session 2 Part 1 |
March 08, 2021 Afternoon |
Ordering |
Video Recording |
Session 2 Part 2 |
March 08, 2021 Afternoon |
Receiving, Activating Receiving One-time Receiving Subscriptions (with/without predictions) Activating E-Resources |
Video Recording (1:13 min) |
Session 3 Part 1 |
March 09, 2021 Morning |
Invoicing |
Video Recording |
Session 3 Part 2 |
March 09, 2021 Morning |
Manual Cataloging and Record Management Post-Receiving Processing & Work Orders Metadata Editor: Templates, Locked Records, Copy Cataloging Authority Control Item Editor |
Video Recording (1hr, 30min) |
Session 4 | March 09, 2021 Afternoon |
Bulk Catalog, Inventory, and Delivery Maintenance Import Profiles PDA/DDA Bulk Processing: Records, Inventory, Order Lines, Users |
Video Recording (1hr 38min) |
Session 5 | March 09, 2021 Afternoon |
Technical Services Q & A |
Video Recording (1hr 35min) |
Session 6 Part 1 |
March 10, 2021 Morning |
Fulfillment Overview |
Video Recording |
Session 6 Part 2 |
March 10, 2021 Morning |
User Management and Notices User Records: Structure, Ownership, Synchronization Registering New Users Customizing and Test Notices |
Video Recording |
Session 7 | March 10, 2021 Afternoon |
Patron Services Loan, Return Fines and Fees Overriding Blocks |
Video Recording |
Session 8 Part 1 |
March 11, 2021 Morning |
Requests & Resource Sharing |
Video Recording (1hr 11min) |
Session 8 Part 2 |
March 11, 2021 Morning |
Course Reserves Courses and Reading Lists Scan-in Reserve Management |
Video Recording |
Session 9 | March 11, 2021 Afternoon |
Fulfillment Q & A |
Video Recording |
Below is a list of recordings for all major meetings and/or presentations related to the ILS Implementation Project. Many of these sessions were open and available to all library staff and cover topics that touch on all aspects of the project. Click on the corresponding link to view the presentation. Slides and other information may also be available.
Event | Presenter | Date | Link | Related Info. | ||
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Vanguard Kickoff Meeting | Ex Libris | July 9, 2020 | Recording | |||
Vanguard Primo VE First Look | Ex Libris | September 18, 2020 | Recording | Slides | ||
Full Forty Kickoff Meeting | Ex Libris | November, 10, 2020 | Recording | Slides | ||
Primo VE Configuration Form Review | Ex Libris | December 1, 2020 | Recording (no longer available) |
Slides | ||
eResources in Alma/Primo VE | FALSC Staff | December 9, 2020 | Recording | Slides | ||
Leganto Demonstration | Ex Libris | February 2, 2021 | Recording | |||
Alma Spring Workshops Informational Webinar | Training Working Group | February 4, 2021 | Recording | Slides | ||
E-Resources Clean Up 856 Fields | Cat/Authorities WG | February 4, 2021 | Recording | Slides | ||
Alma Full Forty Testload Release | Ex Libris | February 9, 2021 | Recording | Slides | ||
Alma Data Review Workshop | FALSC Staff | February 12, 2021 | Recording | Slides | ||
Full Forty Primo VE First Look | Ex Libris | February 16, 2021 | Recording | Slides | ||
eResources in Alma (Statewide eresources in the NZ, Linking parameters) | FALSC Staff | February 19, 2021 | Recording | Slides | ||
eResources in Alma (Finding "e" content, Display Logic rules, Autoholdings) | FALSC Staff | February 26, 2021 | Recording | Slides | ||
Primo VE - Overview of Features (General and Links Menu) | FALSC Staff | March 5, 2021 | Recording | Slides | ||
Primo VE - Overview of Features (Discovery Admin Session) | FALSC Staff | March 5, 2021 | Recording | Slides | ||
Alma Analytics Workshop | Ex Libris | March 9, 2021 | Recording | Slides | ||
Primo VE - Overview of Features 2 (Releases, Brief Results, & Facets) | FALSC Staff | March 12, 2021 | Recording | Slides | ||
eResources (FLVC Optimizing Alma Activations for the Central Discover Index (CDI) | Ex Libris | March 16, 2021 | N/A | Slides | ||
eResources Office Hours (PubMed, Google Scholar, Database types of records) | FALSC Staff | March 19, 2021 | Recording | Slides | ||
Primo VE - Overview of Features 3 (Record Actions, Dedup/FRBR, PubMed, & Google Scholar) | FALSC Staff | March 19, 2021 | Recording | Slides | ||
Primo VE - Overview of Features 4 (Permalinks, Mango redirect, EDS/Full Text Finder, adding fields to display) | FALSC Staff | March 26, 2021 | Recording | Slides | ||
eResources Permalinks, Mango redirect, EDS/Full Text Finder, eResources Activation spreadsheet for cutover | FALSC Staff | March 26, 2021 | Recording | Slides | ||
eResources - Two Primo views, eResources activation form, planning for go live, adding institution specific linking parameters | FALSC Staff | April 2, 2021 | Recording | Slides | ||
Primo VE - Record display fields, local fields, two Primo views | FALSC Staff | April 2, 2021 | Recording | Slides | ||
Resource Sharing in Alma - how UBorrow functionality will be configured in Alma and Primo VE | Ex Libris | April 2, 2021 | Recording | No Slides | ||
Primo VE - Local (custom) fields, Hathi Trust, Donor field, Labels, slow response, location maps (if in Mango already), AAL widget | FALSC Staff | April 9, 2021 | Recording1 Recording2 |
Slides | ||
eResources - Links from portfolios, IZbibs, Athenized URLs that don't work (working with Ex Libris for fix with Alma replacing %26 with &) | FALSC Staff | April 9, 2021 | Recording | Slides | ||
Aleph Freeze and Alma Go-Live | FALSC Staff | April 16, 2021 | Recording | |||
Primo VE - My Account, Search profiles/scopes, Deep linking, creating a search box to embed on a web page, Display of holdings information | FALSC Staff | April 16, 2021 | Recording | Slides | ||
eResources - ProQuest ebook central, Suppressed records, Why certain records appear in Primo and where they come from | FALSC Staff | April 16, 2021 | Recording | Slides | ||
Primo VE - A Second Look | Ex Libris | May 7, 2021 | Recording | |||
Alma Analytics and Reports Delivery | FALSC Staff | May 28, 2021 | Recording | Slides | ||
Resource Sharing - UBorrow in Alma and Primo VE | FALSC Staff | June 2, 2021 | Recording | Slides | ||
Work Orders & Related Records ("bound with") | FALSC Staff | June 8, 2021 | Recording | |||
Open Office Hours in UBorrow | FALSC Staff | June 9, 2021 | N/A? | |||
Alma Analytics: Basics of Finding and Modifying Reports |
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June 11, 2021 | Recording | Slides | ||
Primo Office Hours | FALSC Staff | June 14, 2021 | Recording | Slides | ||
Open Office Hours in UBorrow | FALSC Staff | June 14, 2021 | N/A? | |||
Library Hours Webinar - Changing Library Hours in Alma | FLVC Staff | Aug 18, 2021 | Recording | Slides | ||
Fall Workshops - Multiple Workshops: eResources, Primo VE, Physical Resources (Acquisitions), Cataloging, & Alma Analytics | Ex Libris Staff | Sept 2021 | Link to Recordings |
Last updated Aug 18, 2021 - Table mostly taken from FALSC Next Gen ILS Implementation LibGuide
All institutions will go live on Alma/Primo VE on Tuesday, July 13, 2021.
In order to successfully transition all data from Aleph to Alma, it will be necessary to pause various system processes and services currently available to library staff and patrons. Below is a timeline that details when these processes and services will be affected. Please be assured that the dates listed were not made arbitrarily, but rather after numerous discussions between FALSC and Ex Libris; both keeping in mind the amount of time needed to successfully convert the data and the desire to allow the least amount of disruption to library services as possible.
March 1, 2021 - May 7, 2021 - Ex Libris Spring Workshops
March 10, 2021 - Functionality Testing Officially Begins
FALSC New ILS Implementation Timeline (All Phases): https://falsc.libguides.com/ILS-Implementation/timeline
All times are EST. email Shannon for current meeting links
Weekly:
Monthly:
11/9/22 - Alma & Primo VE Fall Virtual Conference -
RIP Aleph - 7/14/22: FLVC has created a dashboard of some Archived Aleph Reports. Others are available by contacting FLVC.
RIP Mango - 10/1/21
ILS Implementation Project Update:
The 8 Working Groups, the Implementation Team, and the Steering Committee have been disbanded.
Alma Staff Accounts - Expiration: