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Alma in-person workshop

May 14 - May 17

Location TBD

The primary presenter will be Megan Drake, an Ex Libris Implementation Consultant. Megan brings Alma and consortium expertise to the project. About Megan: Megan Drake is an experienced Alma & Primo implementer from all sides of the process.  As Systems and Applications Librarian for Pacific University, she was a key participant in the Orbis Cascade Alliance implementation of Alma and Primo, chairing their Discovery Working Group.  Megan joined Ex Libris in 2015 as Implementation Consultant, bringing her wealth of experience to projects including major consortia (University System of Georgia and the California State University System).  She is a dynamic and approachable presenter with extensive product knowledge, and the workshop will make the process of adapting to Alma more practical and easier to grasp.”

Consortium of MnPALS Libraries Alma Workshop

May 14 – 17, 2018

Draft Agenda



Goals ·     Revise and expand staff understanding of Alma functionality

·     Prepare to define and train on local workflows using Alma

·     Identify areas for tuning configuration

·     Identify areas for more detailed later discussion

Prerequisites ·     Alma initial training completed

·     Alma production environment delivered

Format ·     Demonstration-led discussion

Note: hands-on exercises are not included and participant terminals are purely optional

Expectations ·     Subject matter experts on the project team will be available for relevant discussions

·     Attendees will be prepared to actively discuss their needs, the work they perform, and their understanding of Alma

·     The project manager or designated library project member will record action items for later follow-up

·     A room sized for the number of attendees, and including a podium, projector, and internet access for the presenter

Outcomes ·     Revised or expanded understanding of workflows

·     List of action items for follow-up after the workshop

Introductions and project role discussions

  • PALS team
  • Vanguard libraries
  • Work Group representatives
  • Ex Libris team

Training plan for 2018

  • Recorded ExL training (Q1-Q2 2018)
  • Alma Certification (self-directed Q3 2018)
  • PALS-directed training (Q3-Q4 2018)

Tech Services

Introduction & tech services overview

  • Workshop overview
  • Inventory model & user roles
  • Funds & vendors


  • Order line types & lifecycle
  • Ordering: physical/electronic, subscriptions/one-time


  • Lifecycle, billing payment
  • Payment methods, addition charges, EDI, taxes

Receiving, activating, and record management

  • Receiving & post-receiving handling
  • Activating
  • Import profiles & bulk processing

Patron Services

Fulfillment overview & patron services

  • Libraries, circulation desks, policies
  • Limits & blocks
  • Lost and overdue profiles
  • Loan & return
  • Fines & fees

Requests (single institution)

  • Placing and monitoring holds; hold shelf maintenance
  • Other types: digitization, booking, resource sharing

Resource sharing policy and workflow options

  • Options to streamline vs. granularize workflow
  • Options to centralize at circ desk vs. separate RS desks
  • Consortial decisions vs. local decisions
  • Customizing request slips

User management and notices

  • User records: structure, ownership, synchronization
  • Registering new users
  • Customizing and testing notices


  • Q&A & next steps


May 14
May 17
Event Category:




Saint Paul College
235 Marshall Avenue
Saint Paul, Minnesota 55102
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