Alright, looks like it's a it's noon. So I'm going to go ahead and get started. I am recording and I'll post the recording later. So just wanted to do another
Discussion of the purpose of today's discussion. And since there's a looks like a pretty small group of people, feel free to ask questions.
And you know, we can talk about specific issues or questions that you have. But after the public services town hall. There were multiple requests for
Just kind of an overview of Alma and, you know, just kind of at a high level, not really getting into much of the details. So this is exactly what I'm going to focus on not really going to get into details much
Mostly just kind of a, a
Introduction, as if you've not use Alma before or you've maybe only logged into it a couple of times.
All right.
So the first thing I wanted to just talk about is that the terminology of Alma and just generally X leavers terminology related to omen, you know,
It takes a fair amount of getting used to, and many, many people have said, you really need to create a glossary. We started to create a glossary. But, you know, a glossary gets just as overwhelming.
As learning the terms through your own functional exposure to online primo but the one set of terminology that I think is just so pervasive in Alma and not necessarily primo but in Alma
Is just how Alma focuses on
electronic resources. So I've had many, many conversations about what does a database and he in online. So, you know,
My, my response is, Well, the databases in a database, not a database as most of us think of the database so
In general, the basic terminology that is running throughout all of the most that is confusing is the database.
It's something that isn't going to contain full text titles. It's not going to provide access for the most part, these are what are called abstracting and indexing databases or databases that don't have full text.
So it doesn't need to have full text because it's not going to provide links to articles or figure out what you own content for
The two things that do that activity, our collections. So collections can
Contain ebooks. He journals journal packages, things like that. So things that all actually have full text or provide access to, you know, titles within her
And then portfolios, those are
Either a journal title or an E book and then the connected holdings and services. So the full text.
You know how that's going to be displayed to the user. So those are the three terms that you'll hear over and over again that are by far the most confusing. There's a lot of other terms that are
You know, I would say confusing because there's often redundancy of content with just one different words. So in primo there's a search profile and a search profile slot.
And those are very easy to get mixed up. So just know that terminology is something that you're going to have to engage with as you get into
Alma, there's a completely different set of terms, just as you probably had that to work with when you were migrating to other technology and whatever other areas are working in
So,
The second thing that I think is the most elemental and is is something that I've spent days and days on at this point is just figuring out what the best rules are so
Everything that you are going to do in Alma, your ability to do that is set through roles. So there are I think almost 100 roles that you can assign to someone and then there are many, many other iterations of those roles that you can
That you can create based on different pieces of almost such as a role can be relevant in one library, but not in another library.
Lots of, you know, ways that you can provide access to Alma
And the key is that things will not show up unless you have the right roles. It's not like Alma is going to say,
Oh, you tried to set this configuration up but you don't have the right role. It's just not going to even show you the configuration. And that is an adjustment that I think all of us have had to
You know, kind of work on getting, you know, comfortable with.
The good thing is, once you figure out all the roles that you need someone to have to do a you know a job as a circulation supervisor or
Someone working in discovery that can be set up through profiles and profiles are ways to group together roles and apply them to people without setting up you know 15 roles.
100 times. So you really want to use profiles, as much as you possibly can because setting up and testing the right roles and making sure that they're appropriately.
scoped which means that you say to Alma this person should have this role in this context that can be very, very time consuming. Any questions on on that or any questions in general so far.
You can very easily see where user roles are in the user details. So this is just a screenshot of one of the users, I have set up in
College.
It's not toggled on to active, it will not apply the role in many of the user roles will not toggle to active
Until you scope it appropriately or you give it specific parameters. So that's an additional thing to think about as well. And I'll get into Omar talk about roles and profiles. Now, anybody have any questions about that.
All right. Can everyone see my
All right. Good, good, good, thanks. So, um, I'll talk a little bit about searching and Alma, but just know that if you wanted to find
A specific user, you could
Go into users and then you can search by first name or last name, but you can also search by a variety of other
Indexes if you want to. I'm just going to search by myself to show you what this looks like.
And then you'll get all of the results for what you searched for
Not common last name. So it's only showing me and I put Smith or Jones in I would get done, I'll
Show you here.
So this is where you would, you know, this is the user. The user details interface. This is where you would put in a variety of different information.
Many of many of these fields will likely be
Covered by your student information system integration, but you know, you can also do some edits here as well. I'm not going to go too much into all of the different pieces of the
User identifiers, or, you know, the pieces of the user details. I'm just going to talk a little bit about roles. So you can see that I have 18 roles assigned to me right now as far as my login
And
Some of them are scope to different parameters.
And, you know, this would give me for the most part, the ability to do circulation type activities, maybe a little bit of higher level things with
You know circulation activities and some key resources thing as well things as well. All of your all of your users should have a patron.
Role as well. And if you want to have someone to be able to log into Alma as far as the OMA interface. They have to have at least one role beyond the patron role. So if you're trying to have somebody login to
To Alma or testing authentication or something like that and gives you everything else looks good but it says, you know, this user is not authorized often
Means that you need at least one role beyond patron. And so you can see here, this is how you would add it from profile or you can add it add additional activities or privileges through a role.
So,
Here I'm going to
Give myself that you try to give myself the user administrator role, then just select Add role.
And then there are some statuses that
Are some other things that you can put here, you can have a role expire. If you could say.
You know, I'm only filling in for this person for six months, or if you wanted to give a student worker, a role that expired at the end of the semester or end of the year, you could do that as well. Um,
You could also, you know, some of them have very, very different role parameters. I'm just going to save this role.
Then it will apply that user administrator rule down here as the 19th roll. And the thing that I learned
From hard lessons and this is pretty much universal too many things and Alma
Is you can make changes, assuming that the user administrator would be just, you know, added there. But if you don't save the changes you made to the user.
And this is all over the place and Alma, you have to make a bunch of changes. And then remember up at the upper right, it's save our customize and then you save it will update my user record.
And
Then next time I go in the user administrator is is applied.
So to add a profile. I'm going to all my configuration. And then I'm going to demo configuration and a little bit
But I'll talk to you briefly about it. I like to search, but you can go through the different functional areas. Again, if you don't have the right roles, you might not be able to configure fulfillment. You don't have the right
You know role to allow you that configuration. So you might not see all of these things that I have
But if you have a lot of different administrator roles, you'll get all of these here, I'm just going to type in profile.
And the nice thing is that it will give you the results in all the different functional areas. I'm going to go to the user management because this is where the profiles screen is
This is where you can see there's a lot of profiles that are created by default you they're probably not going to work for you unless you have, you know, generic
You know way of approaching a lot of different you know things like acquisitions. So I'm just going to show you how to walk through adding a profile.
And I'll call it S.
And then you can start to add roles.
Willing to do this for you. So I'll do acquisitions administrator and then I will do Circulation Desk operator and then
Add those roles. So you can see that one comes over as toggled to active the other to do not. And typically, wherever you're interacting with this.
With the user roles. If you try to set it and it doesn't activate it means that you need to add parameters so often called scoping so I'm going to edit these
And then I'm going to give it a scope. So if you have multiple libraries, you would see different scopes here and then often you have to attach different desks or other service units.
I'm going to give it the default desk, because most campuses have one or very few default desks. Then you save the role
And then I forgot to activate it. Now I actually can activate it.
And then the request operator, I will
Scope it again to circulation to the Library Circulation Desk.
This time I'm going to remember to make it active.
And remember to give it a circulation.
Lots of clicking Save the role
And then I'm done. So you could make 50 in the, you know, you could make
Put 50 different roles into one profile. And the nice thing is that in this test every time I go and add a profile, add a profile to a new user
All of that scoping and adding the parameters will be done for me. Otherwise you're going to have to go through and do that work every single time you add a new a new user role so
Doing profiles, thinking about profiles is something you should probably start doing right now and then you will be able to see once I go back into Alma and
Search for myself again.
I can add from profiles.
And you'll see this test that I just added as these three roles wide and all I have to do is select them.
And I did this on purpose, and that I knew I had these roles already in my user in my user for this for this one.
Is that it shows you that it's not a problem to add profiles. If you think you might be duplicating user roles, it will it will just tell you we couldn't create this because it already exists for that scope.
Um, yeah, so can so Alfred asked me, can you show us some very basic features of almost such as checking out a book. I'm sure
That's unlike what everyone else wants to talk about
So again, I wanted to talk to you about the roles first because I'm this part here. So I was going to talk through this, but you will see
All of the different pieces of the functional areas of Alma up on the upper left. But if you don't have the right roles and if you don't have the right scoped
The right scopes, then something like as basic as managed patron services, it's not going to show up for you so you need a circulation desk operator, at a minimum, or something else that will allow you to manage patron services to do something like check out a book.
So a lot of the things that may seem basic unless you are correct with the with the roles, you're just going to say where, where is
So I'm assuming that you have given yourself the right roles or added it as a profile, you could do manage patron services. So I'm going to let me just find a book first
Want to show you how to do it using a bar.
Get to the items or
The items I will use this market.
So fulfillment managed patron services. This is what your students will be, you know, this is the interface, they're going to look like we do.
So if you've set up walking borrowing, you could find in find you know From another city. And then you could look them up their institution.
Otherwise you can scan their ID. If you have barcodes. And as an identifier. You could scan the barcode or you look them up. But you go in. I'm going to go
Then I'm going to lend myself this
There you go. So
That's pretty much how you check out a book. It's due on the 14th of August, done, then what I wanted to turn. I mean, there's a couple ways that you can do it if you wanted to.
Return it
From the patron interface. You could return it this way and it will
Check it in and say, this should be, Rochelle. Rochelle thing is, you know, usually the
Status. It's a terminal as far as like getting it to the
Show.
So other ways you could do the check in, but for the most part. That's how you
Any questions on that.
Anything else wanted to show on that.
Alright, so I'll hop back into this
So to understand Alma regarding resource management. So things like cataloguing he resources, pretty much anything where you're
Managing the inventory of
The thing that is different. And I guess the same is that
All my manages both your institution zone. So things that only exist in your institution. And it also links your institution zone or your inventory to the communities own which is the alma knowledge base of electronic resources. So I'm ebooks.
Journals journals other streaming content that's going to be quite often, or most of the time you're going to be linking to the communities down
If it's physical inventory. So a book DVD, Blu ray, something like that, you would
Have your holdings in the network zone or you would have your record in the network zone and you would only just attach your holdings in the institutions.
And so really the institution zone for, you know, I think most campuses 99% or perhaps you know something something in the high 90s, your institution zone is just going to link out to other zones. So either the community zone for a resources or for physical resources, the network zone.
And that makes it easier to
Do management of the records. So, you know, the networks own most of the bit record is going to come straight from OCLC and be updated via OCLC and pretty much all you need to do is just say yes we own this now, or we ordered this and just link your whole
Any questions on that.
I'll talk to you a little bit about the different zones, and then we'll, you know, this will be something we talked about through the rest of the discussion.
So the community zone is just a massive collection of a resource bibliographic records metadata about about the holdings.
And you can search the communities own for both collections. So going back to the you know the terminology that I talked about a few minutes ago, the collections, which would have full text or you in the community down there would be databases that don't have full text.
You can also search for individual titles or portfolios, like an E book or a specific journal in the community zone as well.
So that's where you will see kind of a, you know, two people together as far as that's where the community comes in.
The network's own. This is the
Central console radial infrastructure for physical resources.
So this is as far as the content that we have there. It's our bibliographic database.
books, CDs physical materials like print journals.
All those all the physical things
And then we also have other configuration in the network zone.
I'm not going to talk too much about that because that's kind of getting a little bit more depth, but the network zone also houses a lot of other things. But for the most part for resource management. That's where your physical resources are going to
The institution zone. So this is where you will do a lot of configuration you will
Do resource management as far as putting you know linking your content to or linking your holdings to the CZ and the NZ
But it's certainly not like our current environment where your skull holdings, you know you had all these specific packages that you were that you were managing or Allah, if you had, you know, a very separate database. This is, you know, linking to other things like the networks and communities.
Any question on that.
And then from the alma perspective. Once you get into the institutions own you will have multiple levels in your institution. So every single SUNY has has at least one institution and at least one library.
So many of you. And here's two examples, whether Sullivan Community College their institution is called solid income college Herman Memorial library. The library where Erie Community College has for libraries and one institution.
So that's where that scoping comes into play, is that you have many some of the campuses will have multiple, multiple libraries and you would want
A Circulation Desk student to own, you know, who only works at the city library. The only be able to check out books from the city library so that he or she doesn't make mistakes.
So just know that, especially this comes into the most play as far as scoping users and also configuration for the most part.
The majority of configuration we did for a you know circulation or fulfillment. So the only term for circulation is called fulfillment is done at the institution level. So if you're looking for where your circulation settings are I would look in the institution.
Unless you've done something different.
Any questions about kind of the hierarchy, the zones.
Alright.
Feel free to type in the chat or unmute yourself if you if you would like
Getting a little bit more into you know the the library.
You may see multiple
And I would say if you if you don't see a library that you know that you might want to to create
Think about it, it before creating a new library because that's additional configuration that you need to manage and see if you could do, you know, do what you're trying to do in a different way. So,
Since Alma is designed to work for an extremely complex library like Harvard and also for a small one building library.
It does have a multi level structure just out of the box, and for the most part the libraries are based on you know one physical location as far as the building and then all of the policies and everything that goes into that what that that library as well.
So just talking a little bit more about
You know, the how the Sunni
Infrastructure and
Architecture.
Play plays out wanted to talk a little bit about the network zone and how we're going to, or how we built and how we're going to maintain this
So, how we built the network zone is that we did in OCLC query and pulled out only the physical resources excluded. He resources.
Because our resources are going to be linked from the community zone. So we don't want to do additional work to maintain those at the network level.
And then that resulted in almost 6 million bibliographic records that are in the network zone, and for the most part, usually in the 90% low 90s mid 90s.
Your Allah of data matched.
Your network soon. So most of your institutions own records are your most of your, your, your books etc are now linked to the network zone and they will be when we do the final migration.
And then what is retained only an institution zone that you can edit, etc. Our local fields and I don't want to get too much into that because that's certainly
Its own training and discussion. So moving forward, all you have to do to catalog, a book and add it to the network soon is just add your holdings and then
Whenever there's any sort of an update to the OCLC master record.
We will be updating the network zone so that you will have the most up to date. Good. The graphic record and your holdings attached to it. So,
This puts us into, you know, kind of a more robust bibliographic environment than we're currently in, because everyone was maintaining their own Allah database and most campuses, or almost all campuses.
Weren't regularly updating their OCLC records. I know certainly University Centers and a few other campuses were but by far most were just copy cataloguing dumping the file down into Alice and then that was, that was it. They weren't doing additional things
So,
Or at least the near future. The network's own will be mostly books and journals other physical materials.
And then the communities own will be what
Your own if you have to load Mark records will be where your resources.
Are
There certainly the potential to manage more he resources in the network zone. But that requires a further organizational discussion before we move forward on that.
Alright, so any questions about about
Anything in Alma before I start kind of working into Alma and finding your way around. It's
There's a lot of different pathways to get to the workflows that you want to do so, you know, I would say first try to find the one that you can make minimally work and then see what other paths. You can find
Most of them will be listed in the functional area on the top bar of Alma, which you can search with the find a menu.
Link for the search. You can also use the star to add favorites. If you wanted to be able to get back to the screens that you work in a lot in all month, you can do that as well.
But it's mostly functional areas and then drop downs from the functional areas with get rough
And then there's also additional things in the OMA taskbar which will work through it.
That show you where you're at. So it will look often like a like a GPS pin and in this case, this is from Brockport it shows me
I'm currently at the Drake Memorial Library Circulation Desk. So that's a good way to know like is your location, causing the problem and then the
The. It looks like a kind of a note board or a notepad of some sort. That's where your tasks will show up as well. And then you can also go into configuration using the gear. So that's pretty much how you find your way around. Hold on.
I'll just kind of show you that briefly in Alma before we, before
Any questions, anything you want me to show or discuss
Alright, so, um, and, you know, if you're in fulfillment and you only have the user roles for fulfillment, you won't see
Anything in this taskbar that's analytics admin discovery, you would only see fulfillment. So you you're all on may look very, very different.
And depending on what roles you have, you might not see all the different tabs. So if your
user administrator hasn't given you resource sharing and requesting request operator privileges. These won't show up, but
You know if this is something you do often and you want to you know make it easy for you to get back to you can, you know, put the favorites right here, then you'll be able to kind of find them in this
Large group of
Links when you when you come back and you can always
You know, put in quick links that way as well. That's where that favorite does. So if you always go back to the same place. That's very easy to do. You can also search by going here to go through that too quickly or
So by, you know, someone says, Go to the lending requests, you can just get
Less
And
Then search here and it will
Show you the links and they'll say,
Questions about that.
And then this is the location. If you haven't chosen a location and many libraries have chosen to have a force prompt when you log into Alma to say please tell me where you're at, where you want to be so that if you work mostly
Desk.
So in this case, there's not much. I'm going to just select this default circulation desk.
And then that changes my location.
And then tasks were requiring your attention.
These are all of the tasks that will show up either as a sign or on assign based on your functional
Privileges or your user roles.
Many of you will decide not to use assigning tasks. Some of you will use it for your workflows. This is just a good way to kind of keep track of it. And then if you ever want to just go quickly into your user details you would
Be able to just select your you know your your user here and get into the user details or password, whatever you wanted to do here.
Any questions on that.
All right, get back this
So searching beyond you know after user roles and after
Terminology I think searching is the thing that takes the most time to just get up to speed with quickly or
Just get started with because there's so much that you can search. And once you do an advanced search the indexes that are available are overwhelming.
And you know I was seeing how many I could have come out in just a search on, you know, an electronic collection. And you could you could put
50 or 60 different lines for the most part, you're probably going to be doing an advanced search that might use four or five different search parameters. If you're getting into things that are
That are more complex where you need to search for a lot of different pieces of data or metadata, you'd probably want to use Analytics, which I'm not going to talk about today, because that's
You know another thing that's really complex. So just know that that searching and Alma is something that
It's probably not going to be right off the bat that you're going to be comfortable with it and just try to ask the questions and try to look at the different indexes and say, which one of these might be the best fit for me and I'll talk through some of them.
And know that after you've set your initial search, search index. So whether you're going to use the search index of like users or purchase orders or
All titles or physical titles all the other indexes will be context sensitive to it so it's
Similar and quite different in the elephant that way that Allah was more focused on, you know, the indexes on the modules, where this is really an even more specific on the on the contracts are searching
The most part basic searching, you're likely going to be using titles or if you want to get into item searching. You can use items if you're going to use collections, you could do do that and I'll show you how to kind of go through some of those
And then you can also add in another parameter, such as he words or do you want to use like an exact title search of a lot of ways that you can
You know, navigate around the search interface. And you can also scope your search or or refine your search by searching only in the institution, only the institutions on networks owner communities own
You can also do that after the search, but it's often easiest if you want to get, you know, used to doing specific types of searches to remember to be aware of which which zone years
All right. Um,
Let me
Just search
Anybody have a search that you'd like me to do.
Let's do one for electronic collection. And I'll just show you
A month do electronic collection. So this is something that is intended for searching for a collection that would be, you know, full text so
If I wanted to do a title search for electronic collection. I'll just say it contains Jay store. And again, I could do the institutions own
The Community zone or the network zones. So I'm going to do the institutions on because I want to see what I have activated and I have a variety of things that have J store somewhere in the title.
As far as the keyword
Search.
J store. There's only four of them that have that somewhere in in the collection name.
If I scoped out to the community, you would see that
And you should also be prepared that that lab that you just saw, that's not because of my connection or using a web interface.
You'll have to get used to a web based system where doing a pretty broad search like I just did in the community zone. It's going to take
You know, it's not going to be instant or super fast. So, um, this is where you would see all of the different electronic collections with a title that contains a store.
If you wanted to do, say, a search for a book.
You would assume that you would want to use physical files, but the
Thing that you know takes the most getting used to, is that if you're going to search for a book you would want to do it all title search
And then you'd want to do it in the network zone and the reason you have to do an all title search is that the network zone doesn't actually have inventory attached to it. So it's just searching the graphic records, who want to do
So I'm going to do.
Jimmy Carter as a keyword search for all titles in the
Again, you know, kind of an approach to searching and Alma is I showed this the screen where there was lots and lots of different
Additional interfaces to add if you do an advanced search, you could just add and add and add
So if I wanted to say I only want to see physical books or I only want to see things published after 2000 whatever you could do that here.
But you probably want to just do some basic searching and then see what facets are available to you because
You know, I think it's created to be a lot like a user interface and less like a staff interface. So you might be able to just use these facets. And if I click on the facet of material type book.
And then
Resource type book physical
And then
Publication de
Obviously, you know, for the most part, if you're searching for a book, you probably have more information than I do.
But there you go. And that's kind of a way to go from a more general search using the facets, or you could do facets straight through search box.
Any searching you'd like me to demo really quickly or any questions or you know looks like there's quite a few people who I know have some experience in omagh if you want to share what you found to be helpful as far as a strategy.
Feel free to post it in the chat or unmute yourself.
Alright, so get back to myself back on track here.
Not gonna get into this too much because it's taking me a little more time, but pretty much everything you do in Alma requires that a job.
Like you can usually just do an action.
There's usually a job that has to run after. So if you're working and resource management and circulation in pretty much any area where you're interacting with Alma, be aware of what
What
Item what job needs to be triggered, or if its job that needs to be run or bass job you could you could certainly take a look for that, or just monitor the job. I'm not going to go into
Yes, it looks like there's a question from Carolyn, can you demo finding a book that we could then go through the process of submitting an aisle over
Germany show you that from primo or from Alma
Happy to do either or both.
I'll do
Okay, so where the students are
Alright, so I'll just go right into primo. So the first thing is, unless you configure and I'm just at
The Polly's primo on
So there's different scopes in Alma
That then are bundled together to create
Search profiles, which are where what you're seeing here search profile slots for the most part. Many of you will have sued the Sunni catalog or you might call it Sunni, etc. I'm going to just go into the Sunni catalog and in order to get most of the requesting privileges unless you've
done something differently, your users would want to be signed in. So I'm going to sign in here. I'm going to sign in with alternate credentials for the most part, your
Know, many of you will have your students signing in with
Your campus credentials. But let's do this.
Alright, so then I'm going to do a search in the SUNY catalog and let's do Jimmy Carter.
Again, I could have just selected here by one
So if your library owns it, it will show that your library owns it. You can turn on and off requesting privileges here. I'm going to say, I only want to see books.
Are you some fascinating and Alma or an Evo. Sorry. Um, so I've got a book that I really want to read the Lewis Shipley lovesick Jimmy Carter book, so I would then say, What are my available services.
And
Then it will say resource sharing
And then this comes up and going to say yes, I want this send the request.
And then after some time, it will say we are your request with successfully placed and you know if you're searching and you're seeing sluggishness and primo we're working with actually risk to try to improve that.
Performance
But so, then where it's going to go and Alma is, you know, if you have the right roles, you would see it as a borrowing request.
And shouldn't see one.
This is the
This is the request. And it was just sent to SUNY Oswego
Using a custom a custom holdings path, what's called a Rota
There and then
That's how much
Research
Did you want me to show you in Alma how you do this. Like if a patient said give me this book and you didn't want to show them how to do it and primo her
That to
Do Jimmy Carter.
Yeah, I'm doing all titles, because I'm going to search the network phone
Networks.
And then, as long as you have the right privileges. So the right user roles. It should give you the option and ever, if you're looking for something and you don't see the option the ellipse use often hides things. So I could say I want to
You know, I really want to now watch a film of Jimmy Carter.
Do a resource sharing request.
And this is a little bit more complicated because you know primo it knows who you are.
And
Last name correctly.
Oh,
And I mean this is a nice thing too, if you wanted to. If you wanted to test with someone else you could
You know, you can just save it from this point and it will send it out. But if you wanted to add a partner and send it only to one specific library. I can't remember who sent it.
also liked elford state and
Then you can do save
And the borrowing request was created and then I could go into fulfillment borrowing requests.
And
Jimmy Carter, because that title filter that I had there as again. So it has been sent. And even though
I tried to send it, send it to Alfred State offered state didn't own it. So it, send it to North Country Community College instead because they own this so
You know, that's just how the road is worth
Anything else you want me to show you on that or questions on that and then having to make this whatever you want it to be.
About eight minutes left.
Um,
Yeah, so if we are not going to start up with borrowing yet for I'll do we train the students to start and world camp, um,
That is a completely a local decision, I would say.
If you don't want to start with borrowing in Alma, and then I would just change your request options to your Interlibrary Loan link rather than teaching two different tools, unless you really prefer World Cat. And I'm not saying that not questioning your decision.
But
One positive of Alma and primo is that you can have external scope. So this one right here is actually searching world path. And it's also searching Sunni. So then I do Jimmy Carter using the world cats go world cats are profile. Sorry, I'm
Then you would see different requesting privileges, so
Depending on if it's available or not. And I'm going to just try to do a book.
See check for available services. This one is owned by Sunni so resource sharing going to show up. If there's one that's not owned by Sunni not
Sure.
Then you're Interlibrary Loan link would show up if you configure it. So it's really your preference if you don't want to use all my for borrowing or don't want to use primo for borrowing interlibrary loan.
Yeah, you could then you have to continue to do all your work in Elliot, which might be fine for you might not be
So it's all that's all about how you want to roll it out, but you could choose to kind of think about it as teaching one interface and loop in the World Cat search profile and then show students how to, you know, just use pretty much
Okay.
Yeah. So gentlemen asked last time Hall. You did a good look where you started with cataloging a book and took us through the process. Do you have time to repeat that. Yeah, yeah, sure. Um,
So that's probably the last thing I'll have, I'll have the time to do so. This was actually one of my slides, which was talking about.
Changes in Alma and you know I'm I'm I'm aware that some campuses might not want to do it this way. But I think you really have to
You really have to deliberately do something to your workflow and spend time configuring it if you're going to, you know, if you're going to catalog differently, but pretty much all
Revolves around orders and in acquisitions process. There's a lot of different iterations of an acquisitions process that you can create but if you don't start with an order.
Then he you know your workflow gets pretty complicated. So I'm going to just do Jimmy Carter, again, I'm going to search the networks own because most of the time you're ordering from the network so
Unless it's something that isn't in the network zone and then you would
Export from connection into that network so I'm
Going to do only a book physical book. And let's say I'm going to order this right. So this is what I want to buy, obviously, yes, we're not going to buy 1979 book.
If you have the right user roles you would be able to order it.
And then pretty much all orders.
Do a lot of things after the fact to create inventory. So they make the cataloging pretty streamlined so
It says what what type of order, would you like to create this one is a print book. I'm only going to buy it. Once it's not a standing order.
You go here and then I'm going to say this is the library that owns it, you can create templates and make it faster. I'm just going to create one now.
So, you know, if you wanted to really
You know, move into acquisitions. I know. Only about 15 campuses are using acquisitions now.
You can certainly do all of these things.
Add a fun do all of the things that acquisitions, you know, should be doing if you don't want to do that, then all you have to do is select a vendor, and I would say this is going to come out of live up
Right, you could give it a price if you wanted to. This is not require when I change something here. Um, so if you say that it's an acquisition method.
Technical that makes all of the things about putting a price, etc.
It may say, you don't have to do invoicing. You don't have to do pretty much
And all you do then is you do order now.
And I've already ordered this, that's fine. I'm going to confirm it. And then your cataloging process would then be in acquisitions, you would go in and receive it.
And here I've got this Jimmy Carter book.
I'm going to
I'm going to do a few things to it before I receive it. But let me manage my items.
I could get even deeper edited or I can just throw a barcode on it, but
Hopefully I haven't
Things. Here you can put a temp location or not. And then you would save it.
And then I've got a barcode save and receive
Remember to check the box and save it.
And then you're done.
You know there are some things that you would need to configure to do this but
I would guess for the majority of campuses. This is going to be your new cataloging workflow. If you don't want to go in and touch records. You don't want to do custom work. This is going to be how you, how you
Know how you order things and receive
Alright so I'm at an hour. I didn't get through a lot of the things I was going to talk about that. That's perfectly fine. I'll leave it up into questions. Anybody have questions.
Take maybe just another minute or two before. Before we end it. If there's a desire to have another overview session, I can do that as well.
Any questions.
Or anything and all of its or primo that's still less than clear
Alright so doesn't look like there's any questions, you know, feel free to continue to ask questions on base camp, if you if you would like or
You know the
Talk to the people on your campus who have been working with Alma and ask them questions about, you know,
You show me what my you know what my new workflow might look like and start to actually do the work. And all because that gets a lot easier once you understand
You know the interface, a bit more. Once you get your user role issues worked out work enough user roles. Once you get searching worked out, etc.
Alright, I guess I will stop the recording. Then, and since we're already passed on.
Thank you, everybody.
hang around for another minute.