Alma Onsite Workshop, Feb 28-March 2

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Online registration is now available for the three-day Alma Workshop at the University of St. Thomas, February 28, March 1, and March 2. Please indicate on the registration form which sessions/lunches you are planning to attend each day. See below for Workshop locations, agenda, goals, prerequisites, format, expectations, and outcomes.

PRE-REGISTRATION IS REQUIRED. All Implementation Team members and staff taking the Alma certification training in April should register for the full three days. Other CLIC member library staff may attend sessions as needed. Please check with your library director or your Implementation Team representative if you are unsure whether you need to attend or if you need to know which sessions to attend.

 

Alma Three-Day Workshop

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. [Note: this was delivered February 8.]

Format

Demonstration-led discussion. [Note: hands-on exercises are NOT included, and participant laptops are purely optional.]

Expectations

Subject matter experts on the project team will be available for relevant discussions.
Attendees will be prepared to 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.
Room requirements: sized for number of attendee, and podium, projector, and internet access for the presenters. [Note: see Agenda below for room locations.]

Outcomes

Revised or expanded understanding of workflows.
List of action items for follow-up after the workshop.

Agenda

Tuesday, February 28, 2017
Location: University of St. Thomas, Anderson Student Center, Room: South Woulfe
9:00am-12:30pm
Introduction (I-Team plus)
Technical services overview (Technical services staff)

12:30pm-1:30pm
Lunch

1:30pm-4:00pm
Ordering (Technical services staff)
Receiving, activating (Technical services staff)

Wednesday, March 1, 2017
Location: University of St. Thomas, McNeely Hall, Room 100
9:00am-12:30pm
Invoicing (Technical services staff)
Bulk catalog, inventory, and delivery maintenance (Technical services staff)
Manual cataloging and record management (Technical services staff)

12:30pm-1:30pm
Lunch

1:30pm-4:00pm
Fulfillment overview (Fulfillment staff)
User management and notices (Fulfillment staff)

Thursday, March 2, 2017
Location: University of St. Thomas, McNeely Hall, Room 100
9:00am-12:30pm
Patron services (Fulfillment staff)
Requests and resource sharing (Fulfillment staff)

12:30pm-1:30pm
Lunch

1:30pm – 4:00pm
Course reserves (Fulfillment staff)
Wrap-up, Q&A, next steps (I-Team plus)

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