Alma / Primo Weekly Calls

Winter 2021 Calls

April 20, 2021 - Alma / Primo VE May 2021 Release Notes

April 13, 2021 - Gale in Context: College and CKB / CDI release notes, Okta and Azure AD authentication, DG4 statuses

March 30, 2021 - IPEDS 2018-2019 or WACTC schools, ExLibris Webinars, New Authentication implementations (Azure AD, Okta), status of ctcLink user record integration for DG4, Alma April 2021 release, Home Page Notifications widget in Alma, SBCTC enrollment reports

Mar 23, 2021 - Self-check experiences discussion, new patron welcome letter in Alma, ctcLink requisitions and requester roles discussion

Mar 16, 2021 - Enabling 'Chat with Support' in Alma, Changes to the DOAJ collection and adjustments needed in CDI configuration, Enabling 'Report to ExLibris' ticketing tool for electronic content within Alma, Undeleting Alma Repository Records

Mar 9, 2021 - Alma / Primo Monitoring - Real-world successes, Alma UI Tips and Tricks, Link Resolver Debugging

Mar 2, 2021 - Recent topics of note, Alma / Primo March releases, CDI settings for Alma collections, reviewing legacy 'alternative coverage' activations from the PCI

Feb 23, 2021 - Schedule meetings with Wade, WACTCLC.org web site re-org, WACTCLC Acquisitions Refresher and Training Bootcamp scheduled for next 4 or 5 of our regular Thursday, 10am calls.

Feb 16, 2021 - IPEDS Dashboard, and configuring link inside of Alma; Handling taxes on Alma invoices

Feb 9, 2021 - ctcLink DG4 update, and plans for future DG's, ctcLink Finance Pillar content, ctcLink Purchasing Workflow "meta documentation" and discussion, WACTCLC.org updates coming, ExLibris Product Accessibility Statements and VPATs

February 2, 2021 - Alma Feb 2021 Release, Primo VE Feb 2021 Release, Alma / Primo official support for Internet Explorer being dropped, Creating PO Lines for existing ebook titles or ebook titles to be imported, in-product SFTP service for Alma

January 26, 2021 - SalesForce discussion, Alma browser support for IE being dropped, February Webinar Series - Implementing Acquisitions in Alma, OER librarian positions discussion

January 19, 2021 - Upcoming Webinars, CDI Publishing Profile Report, Refactoring budget lines from FMS to ctcLink (ongoing discussion), New SFTP service available within Alma

January 12, 2021 - ctcLink Integration for DG4 institutions and links to ctcLink documentation, QR Codes in Primo VE

January 5, 2021 - Alma Jan 2021 Release Notes, CKB Notes, January ExL Webinars, Import Profiles for deleting titles and inventory, Uncorrupting MARC files with MARCEdit, New Alma Essentials series available, Alma LibGuides Documentation Landing Page

Fall 2020 Calls

Dec 15, 2020 - Films on Demand Import Profiles discussion

Dec 8, 2020 - CDI Troubleshooting, Primo VE customizations for menu text size and removing scope pulldown, accessibility updates to Primo VE

Dec 1, 2020 - LibGuides discovery in Primo VE, Alma / Primo December 2020 release, CKB updates, Purdue Inventory API tool

Nov 24, 2020 - Troubleshooting CDI webinar, Questions from the listserv ('availability' labels in Primo VE, locations and Fulfillment Units, Loan Status notice)

Nov 17, 2020 - Upcoming Webinars, Primo VE Analytics, multi-lingual support in Alma notices

Nov 10, 2020 - Upcoming Primo VE webinars, Okta, Yakima CDI Search issue de-brief, thumbnails and import profiles for Films on Demand

Nov 3, 2020 - Alma Nov 2020 release, Deactivating CDI for Ebsco Ebooks, New MD Editor UI, Unlinking records from CZ

Oct 27, 2020 - Alma Refresher Links, Alma Refresher De-brief, Alma Nov 2020 release

Oct 13, 2020

October 6, 2020 - Alma New UI, New MD Editor, options for obtaining ebook records (Vendor/Worldshare vs CZ)

September 29, 2020 - Open discussion and Q & A

September 22, 2020 - Enrollment vs Collection size data, Alma Staff FTE count survey, New order creation from Excel import, Fulfillment transaction aging report, IGeLU 2020 presentations, WiFi access maps, Tracking Changes in Alma, Upcoming ExLibris webinars

September 15, 2020 - Alma Refresher Training Schedule, Request coming for Alma Staff FTE counts, Reminder to update employee and student extract scripts, PO Line creation from MARC record import via Excel data source, Analytics report to count open loan and lost transactions by age

Summer 2020 Calls

September 1, 2020 - SILLVR - ILL for Streaming Services, Pivot Tables in Excel (or Alma), Upcoming Charleston Conference Sessions

August 25, 2020 - Alma Sept 2020 release, Primo VE Sept 2020 release, Refresher Training Scheduling, withdrawing items in batch, SBCTC Enrollment Dashboard

August 18, 2020 - New ExL Salesforce login, change in Alma New UI schedule, Handling LOST items, Suppressing items with process type LOST, Sending targeted letter to specific subset of users, presentation of scopes in Primo VE, Newsbank Search Webhook in Primo VE

August 11, 2020 - Alma Refresher Training, CDI, Quarantining workflows, Course Reserves Integration, ELUNA Learns

July 28, 2020 - Alma Refresher Training survey, Changes to Salesforce, Alma / Primo Updates, CDI recommendations

July 21, 2020 - Scheduling survey for Alma Refresher Training, Alma and Primo August 2020 updates, new Alma layout, new Metadata Editor layout, activating portfolios in Alexander Street Press collections

Spring 2020 Calls

June 30, 2020 - Fiscal year rollover, Update Alma calendars, Update PPMS / SMS parameters, Alma July 2020 release

June 23, 2020 - Wade out-of-office July 6 to 17, CDI Updates, discussion about timing of Ex Libris Refresher Alma training

June 16, 2020 - Course Reserves workflows, Update/Notify Users job, search.proquest.com, PubMed LinkOut applications approved, Withdrawn items report, HB2513

June 9, 2020 - Back-of-Office Dashboard, search.proquest.com, Google Scholar CASA, Librarian concerns about Primo, Upcoming Webinars, CDI

June 2, 2020 - Chat Widgets for new AskWA platform, Configuring pre-populated ILL form to support PubMed LinkOut, adding non-repository citations to reading lists, .CSS style for enlarging citation title text

May 26, 2020 - CKB updates, PubMed LinkOut, Alma Best Practices (draft)

May 19, 2020 -Knowledge Days webinars, WSL-sponsored AVON free trial, chat widgets and links in Primo VE

May 12, 2020 - Alma CKB updates, Cohort 3 Implementation Training Recordings, CDI Task Force Updates

May 5, 2020 - Alma May 2020 release discussion

April 28, 2020 - CDI discussion, general topics

April 21, 2020 - CDI discussion, electronic resource discussion, general COVID19 considerations discussion

April 14, 2020 - CDI Updates (CDI will be enabled for review in our environments April 19), Communicating library closures and other info via Primo VE, CKB Updates - week 15

April 7, 2020 - CDI updates, Alma User Interface Updates overview, Updates to CKB and PCI relating to temporarily expanded availability of electronic resources from some vendors in response to COVID19, CKB Updates for Week 14, Checking for current parser overrides using analytics

Winter 2020 Calls

March 31, 2020 - ctcLink patron loading update, turning off notices during emergency closures, research assistance resources for additional support during COVID-19 event (ExLibris publication), Open Access Resources in CZ and PCI

March 24, 2020 - Library closure news and updates, Sage CZ activations, Alma / Primo Best Practices for unexpected closures, update on ctcLink integration for DG3 institutions, duplicate portfolios in Ebsco Business Source Complete

March 17, 2020 - Alma Primo Emergency Closure Considerations, shared document listing self-reported, planned WACTCLC library closures

March 10, 2020- Seattle Colleges Report on EResource Usage, WACTCLC IPEDS Dashboard mapping to IPEDS library submission form

March 3, 2020 - ELUNA 2020, Alma March 2020 Update, Analytics for Collection Development, ExLibris new LibGuides site, previewing Alma letter customization changes

February 25, 2020 - COUNTER and SUSHI in Alma, Alma CKB Week 08 Updates, Misc news and updates

February 18, 2020 - CDI Schedule, Alma Analytics Version Refresh schedule, Previewing Alma letter changes

February 11, 2020 - Local and special collections in Alma and Primo VE (presented by Dan Moore, EDCC)

February 4, 2020 - CDI Webinar notes and discussion, Suggested approaches to writing a Salesforce case

January 28, 2020 - WSL Prof Dev Grant, Primo Quarterly Update, Alma / Primo Feb 2020 update, request parameters in VE, Item sorting in Alma / Primo, Alexander Street Press changes, Full spectrum lighting

January 21, 2020 - Ex Libris info-oriented email lists, Alma and Primo February 2020 release, Credo Reference article links, ProQuest activation review with ProQuest, Legacy Primo invoices

January 14, 2020 - SNOWMAGEDDON Edition! - NYPL Top 10 circulating titles for past several decades, The Chronicle Review on the state of Literature Studies, Kanopy update, CDI and Ebsco Alternative Coverage, Primo VE Custom Scopes, Activating CZ collections via spreadsheet of record identifiers (ISBN, ISSN, etc)

January 7, 2020 - ELUNA 2020, WSL Professional Development Grant, CKB Updates, Alexander Street Updates, Troubleshooting Electronic Collection issues (using a case study from Yakima Valley)

Fall 2019 Calls

  • Dec 17, 2019 - CDI schedule, Alma January 2020 release, Exlibris "Age of Automation" webinar discussion

  • Dec 10, 2019 - Holiday Schedule, Workshop De-brief, Gale troubleshooting, ExL metadata automation webinar, circ desk as acq dept.

  • November 26, 2019 - Review of Dec 3 workshop agenda, Electronic Collection troubleshooting (parsers / links / ezproxy)

  • November 19, 2019 - Dec 3 in-person planning, Alma / PVE Dec 2019 release

  • November 12, 2019 - Library IT Staffing, Institutional projects round-robin, Alma / Primo Meet-up, Electronic Resources and SalesForce, Unpaywall and Google Scholar

  • November 5, 2019 - Storing e-resource vendor details in Alma, Determining Link Labels for Primo VE UResolver links, New Books Discovery in Primo VE, Alma 2019 Release

  • Oct 29, 2019 - Peninsula College staffing update, more on Alma Nov 2019 release, Unpaywall as content source in Primo, Reviewing Electronic Collections

  • Oct 22, 2019 - Alma November 2019 release, Loan receipt customization to suppress receipts for specific locations, Overlap analysis workflow in Alma

  • Oct 15, 2019 - Short term loan notice configuration, Primo VE - OpenURL vs Citation links, Letter Retention Schedules, Local Electronic Collection creation and maintenance, 2019 Week 41 CKB updates

  • Oct 8, 2019 - "Patron Role Expiry Date", "Patron has Institutional Record", Films on Demand MARC record issues

  • Oct 1, 2019 - Useful Alma Tools for Management of Electronic Resources

  • Sept 24, 2019 - In person meeting, Oct 10, Seattle Central College, Alma Oct 2019 Release, Changes in ProQuest Research Library and in CKB in general

  • Sept 17, 2019 - More on the CDI, "Upload Electronic Holdings" integration, new staff at BBCC and elsewhere

  • Sept 10, 2019 -Central Discovery Index, replacement for PCI; new hires and new openings; Splitting MARC files, using MarcEdit; New Content in development for CZ and PCI

Summer 2019 Calls

  • August 27, 2019 (Wade out next week, reminder: update extract scripts for fall, creating HAR files, OER in Alma / Primo)

  • August 20, 2019 (Alma Sept 2019 Release, Automated Acquisitions Worfklows, Excel-to-MARC-to-Alma Import Profile Workflow)

  • August 13, 2019 (Patron Merge Functionality delayed, Alma sandboxes, LLC Quarterly meeting debrief, bulk update of holdings records)

  • August 6, 2019

  • July 30, 2019

  • July 23, 2019 (Local Electronic Collections, Alma August 2019 release, full text searching capabilities in local digital collections)

  • July 9, 2019 (Fiscal Year Rollover, RSS feeds from Alma, Alma / Primo VE July 2019 release)

  • June 25, 2019 (ELUNA 2019 Presentations, Acquisitions, Primo VE customizations)

Spring 2019 Calls

  • June 18, 2019 (Primo VE, relevance ranking, search within journal, recent meetings)

  • June 11, 2019 (Summer projects, purging patrons, managing collections , resource recommender)

  • May 28, 2019 (End of Quarter, End of FY tasks, ExL training and webinars, institutional updates, link resolver augmentation, PubMed updates)

  • May 21, 2019 (ELUNA 2019 follow-up, consortial collaboration, loan receipt printing, Primo VE)

  • May 7, 2019 (Open Access Collections in the PCI, ELUNA 2019 news and notes, scoping and tabbing in Primo VE widgets)

  • April 30, 2019 (GVRL linking updates, LinktoSrc explanation)

  • April 23, 2019 (ICOLC 2019 notes, Alma / Primo VE April 2019, Listserv questions, Institutional round-robin)

  • April 2, 2019 (Primo VE Summit report, Job listing suggestions, IPEDS, upcoming conferences, Institutional Q & A)

Winter 2019 Calls

  • March 19, 2019 (Special guest appearance by Nate Turajski, ExLibris account manager)

  • March 12, 2019 (DOAJ and GVRL - PCI and CZ activation scenarios, EBSCO ebook collection updates, setting up login help links in Primo VE)

  • March 5, 2019 (Alma and Primo VE March 2019 Updates)

  • February 26, 2019 (Winter LLC meeting, circulating over breaks, ELUNA

  • February 19, 2019 (ELUNA 2019, Institutional Round-robin, counting unique e-titles, manually adding sales tax to invoices)

  • February 5, 2019 (Primo VE - current status within WACTCLC and known issues)

  • January 29, 2019 (Primo 2019 roadmap, updated PCI activation interface, new analyses by call no. and publication date)

  • January 22, 2019 (Primo Quarterly Update / Roadmap links, Analytics by Call Number, CTCLink rollout schedule)

  • January 15, 2019 (OpenURL Link configuration for ProQuest and Ebsco)

  • January 8, 2019 (Primo VE discussions, ALA mid-winter discussion)

Fall 2018 Calls

Summer 2018 Calls

Fulfillment / Primo Calls

Technical Services Calls

Alma / Primo Leads+ Calls