Introduction

Weekly Alma/Primo Training UpdateNovember 12, 2018

Weekly Alma/Primo Training Update November 12, 2018

Looking for the full training plan in document form? Find the details here. 

This week we will continue to focus on the user services functions in Alma, namely Fulfillment (Circulation) and Resource Sharing (ILL), but there are two ERM sessions as well. It is very important that you set aside time to practice the functions that you will need to be able to perform at go-live. To make sure you set aside the time, you might want to invite yourself to a meeting! If you would like to review the recording of a session, you can find the links on the calendar.

If you run into a problem or have a question, please submit a PALS Support Center ticket.

This week’s training sessions:

Monday, November 12, 10:00 – 11:00

  • Topic: Fulfillment Configuration Changes related to Loans

Agenda:

  • Using the Fulfillment Configuration Tool
  • Creating new Item Policies
  • Creating new Physical Locations
  • Editing item records
  • Editing the input parameters for a Fulfillment Unit Rule.
  • Intended Audience: Alma Certified Administrators and Fulfillment Leads at libraries that will be adjusting their own policies
  • Presenters: Carrie Curie and Etta Thornburg
  • Link: https://webmeeting.minnstate.edu/pals_carriecurie
  • Note: repeat of 10/12 session

Tuesday, November 13, 10:00 – 11:30

  • Topic: Fulfillment 1
  • Intended Audience: All Fulfillment Staff
  • Audience: Fulfillment Staff & Admin

Agenda:

  1. Infrastructure
    1. User Groups
    2. Item Policies & Locations
      1. Circulation Desks
      2. Blocks
    3. Fulfillment/TOU
  2. User Management
    1. Roles
    2. Blocks
  3. Sets/Jobs
  4. Q & A over Forum to collect questions for Fulfillment 2 (priority to questions posted by 3:00 pm on Wednesday)

Tuesday, November 13, 2:00 – 3:30

Tuesday, November 13, 2:00 – 3:30

Thursday, November 15, 10:00 – 11:30

Thursday, November 15, 2:00 – 3:30

  • Topic: Fulfillment 2

Agenda:

  1. User Management Cont.
  2. Q & A / Recap
  3. Fulfillment Configuration Tool
  4. Loan Demo
  5. Loans -> Returns -> Overdues & Lost Notices -> General Fines/Fees -> Waive & Pay
  6. Demo – Problem Loans
    1. Blocks
    2. Locations/Circ desk
    3. Fulfillment TOU/Rules
    4. Item policies
    5. User groups

Friday, November 16, 9:00 – 10:30

Friday, November 16, 9:00 – 10:30

Friday, November 16, 11:00 – 12:30

  • Topic: Fulfillment 3 – Advanced and Optional Fulfillment

Agenda:

  1. Fulfillment Network
  2. Booking (Brief intro)
  3. Holds
  4. Jobs
  5. Printing

Note: repeat of 11/9 session

Click here for the complete schedule.