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PALS

507-389-2000|https://www.mnpals.org/

November 2018

Webinar: Fulfillment 1

November 13 @ 10:00 am - 11:30 am
MN United States + Google Map

Intended Audience: All Fulfillment Staff Presenter: Carrie Curie and Etta Thornburg Agenda: Infrastructure  User Groups  Item Policies & Locations  Circulation Desks   Blocks  Fulfillment/TOU  User Management  Roles  Blocks  Sets/Jobs  Q & A over Forum to collect questions for Fulfillment 2 (priority to questions posted by 3pm on Wed)    Link: https://webmeeting.minnstate.edu/pals_carriecurie Note: repeat of 11/6 session

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Webinar: Resource Sharing – Copies

November 13 @ 2:00 pm - 3:30 pm
MN United States + Google Map

Intended Audience: Resource Sharing Staff Presenter: Sonja Eilertson Link: https://webmeeting.minnstate.edu/almaresourcesharing

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Webinar: ERM

November 13 @ 2:00 pm - 3:30 pm
MN United States + Google Map

Intended Audience: ERM Staff Presenter: Carrie Curie Link: https://webmeeting.minnstate.edu/pals_carriecurie

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Migration form review during project status call

November 14 @ 1:30 pm - 2:30 pm
MN United States + Google Map
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Webinar: Resource Sharing – Copies

November 15 @ 10:00 am - 11:30 am
MN United States + Google Map

Intended Audience: Resource Sharing Staff Presenter: Sonja Eilertson Link: https://webmeeting.minnstate.edu/almaresourcesharing Note: repeat of 11/13 session

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Webinar: Fulfillment 2

November 15 @ 2:00 pm - 3:30 pm
MN United States + Google Map

Intended Audience: All Fulfillment Staff Presenter: Carrie Curie and Etta Thornburg Agenda: User Management Cont. Q & A / Recap Fulfillment Configuration Tool Loan Demo Loans -> Returns -> Overdues & Lost Notices -> General Fines/Fees -> Waive & Pay Demo – Problem Loans Blocks Locations/Circ desk Fulfillment TOU/Rules Item policies User groups Link: https://webmeeting.minnstate.edu/pals_carriecurie Note: repeat of 11/8 session

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Webinar: Resource Sharing – Additional updating and review

November 16 @ 9:00 am - 10:30 am
MN United States + Google Map

Intended Audience: Resource Sharing Staff Presenter: Sonja Eilertson Link: https://webmeeting.minnstate.edu/almaresourcesharing

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Webinar: ERM

November 16 @ 9:00 am - 10:30 am
MN United States + Google Map

Intended Audience: ERM Staff Presenter: Carrie Curie Link: https://webmeeting.minnstate.edu/pals_carriecurie Note: repeat of 11/13 session

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Webinar: Fulfillment 3

November 16 @ 11:00 am - 12:30 pm
MN United States + Google Map

Intended Audience: All Fulfillment Staff Presenters: Carrie Curie and Etta Thornburg Agenda: Fulfillment Network Booking (Brief intro) Holds Jobs Printing Link: https://webmeeting.minnstate.edu/pals_carriecurie Note: repeat of 11/9 session

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December Alma and Primo VE release on sandboxes

November 18
MN United States + Google Map
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P2E file due

November 19
MN United States + Google Map
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Webinar: Purchasing Review and Invoicing Review/Approval Rules

November 19 @ 2:00 pm - 3:00 pm
MN United States + Google Map

Intended Audience: Acquisitions Staff Presenter: Carrie Curie Link: https://webmeeting.minnstate.edu/pals_carriecurie

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Migration Form Q&A

November 19 @ 3:00 pm - 4:00 pm
MN United States + Google Map

Topic: Migration Form Q&A  Prerequisite: Migration form reviewed; there is no presentation - you must bring your questions  Presenter: Carrie Curie  Link: https://webmeeting.minnstate.edu/pals_carriecurie

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Webinar: Vendors, SUSHI, and Harvesting COUNTER Stats

November 20 @ 10:00 am - 11:30 am
MN United States + Google Map

Intended Audience: ERM Admin/Staff Presenter: Carrie Curie Link: https://webmeeting.minnstate.edu/pals_carriecurie

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Migration Form Draft Due

November 21
MN United States + Google Map
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Migration Form Q&A

November 21 @ 10:00 am
MN United States + Google Map

Topic: Migration Form Q&A  Prerequisite: Migration form reviewed; there is no presentation - you must bring your questions  Presenter: Carrie Curie  Link: https://webmeeting.minnstate.edu/pals_carriecurie

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Thanksgiving

November 22
MN United States + Google Map
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Webinar: NZ Vendor Record Editing

November 26 @ 10:00 am - 11:00 am
MN United States + Google Map

Intended Audience: Acquisitions Staff Presenter: Carrie Curie Link: https://webmeeting.minnstate.edu/pals_carriecurie

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Webinar: Claiming

November 26 @ 2:00 pm - 3:30 pm
MN United States + Google Map

Intended Audience: Acquisitions Staff Presenter: Carrie Curie Link: https://webmeeting.minnstate.edu/pals_carriecurie

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Webinar: Course Reserves

November 27 @ 10:00 am - 11:00 am
MN United States + Google Map

Intended Audience: Fulfillment Staff who work with Course Reserves setup Presenter: Carrie Curie and Etta Thornburg Link: https://webmeeting.minnstate.edu/pals_carriecurie

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Webinar: Booking

November 27 @ 2:00 pm - 3:00 pm
MN United States + Google Map

Intended Audience: Fulfillment Staff who work with Booking Presenter: Sonja Eilertson Link: https://webmeeting.minnstate.edu/almaresourcesharing

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Go Live Readiness Checklist – second due date

November 28
MN United States + Google Map

Fulfillment, User Management, and General sections - first iteration due; update other sections as needed 

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Webinar: Trials & Overlap Analysis

November 29 @ 10:00 am - 11:30 am
MN United States + Google Map

Intended Audience: ERM Staff Presenter: Carrie Curie Link: https://webmeeting.minnstate.edu/pals_carriecurie

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Webinar: Primo Q & A

November 29 @ 2:00 pm - 3:30 pm
MN United States + Google Map

Topic: Primo Q & A; open session – bring your questions Intended Audience: Anyone interested Presenter: Perry Madden Link: https://webmeeting.minnstate.edu/palsalma

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Final Migration Form due

November 30
MN United States + Google Map
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Webinar: Course Reserves

November 30 @ 11:00 am - 12:00 pm
MN United States + Google Map

Presenter: Carrie Curie and Etta Thornburg Link: https://webmeeting.minnstate.edu/pals_carriecurie Note: repeat of 11/27 session

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December 2018

Last day to make global changes in Aleph

December 1
MN United States + Google Map

Last day for global changes to bibliographic records in Aleph.

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December Alma and Primo VE release on production

December 2
MN United States + Google Map
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Webinar: Acquisitions – Order Import Profiles

December 4 @ 10:00 am - 11:00 am
MN United States + Google Map

Topic: Acquisitions - New Order Import Profiles and Using Them to Import Acquisitions Orders/Bibs Intended Audience: Acq Staff that perform the workflow. If you only have one or two vendors PALS is planning on setting those up for you. Presenter: Carrie Curie Link: https://webmeeting.minnstate.edu/pals_carriecurie

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Webinar: Vendors, SUSHI, and Harvesting COUNTER Stats

December 6 @ 2:00 pm - 3:30 pm
MN United States + Google Map

Intended Audience: ERM Admin/Staff Presenter: Carrie Curie Link: https://webmeeting.minnstate.edu/pals_carriecurie Note: repeat of 11/20 session

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Last day to add STA fields

December 7
MN United States + Google Map

Last day to add STA fields to bibliographic records in Aleph.

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Due date for updating Alma vendors, libraries, and locations

December 7
MN United States + Google Map

Due date for updating Alma vendors, libraries, and locations if they were changed in Aleph after the data extract for the Test data load began on March 1.

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Due date for configuring and testing Alma printing

December 10
MN United States + Google Map
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Due date for testing the Alma Offline Circulation Client

December 10
MN United States + Google Map

Due date for installing and testing the Alma Offline Circulation Client if your library is planning to use it during the down time in January.

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Go Live Readiness Checklist – third due date

December 12
MN United States + Google Map

Update all sections as needed

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Aleph Technical Services freeze

December 14
MN United States + Google Map

Last day to use Technical Services on Aleph. This includes all functions except Circulation and ILL. MnPALS Plus will still be available. Aleph Technical Services will be shut down when the last consortium library closes for the day.

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Freeze configuration changes on Alma and Primo

December 14
MN United States + Google Map

As of the end of your work day, no more configuration changes can be made on Alma. This includes Primo configurations. Any changes made will be lost.

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Due date for completing Alma and Primo certification

December 21
MN United States + Google Map
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January 2019

Freeze all Aleph services

January 24, 2019
MN United States + Google Map

The Aleph server will be shut down when the last consortium library closes for the day.

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Begin using Alma Offline Circulation Client or other backup method

January 25, 2019
MN United States + Google Map
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Go live on Alma and Primo

January 29, 2019
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February 2019

User Council and Executive Committee Meeting

February 14, 2019 @ 8:30 am - 12:00 pm

Online Meeting Link - https://webmeeting.minnstate.edu/pals_consortium_meeting

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