Atlanta, GA – May 1-3, 2019

Photo from Zoo Atlanta, 5-5-19

Knowledge Days April 29-30, 2019

• Link to all presentations from the Ex LibrisKnowledge Days (formerly Technical Seminar):

• https://knowledge.exlibrisgroup.com/Cross_Product/Conferences_and_Seminars/Knowledge_Days/2019_Knowledge_Days

Here is a list

• 1076 Attendees

• 296 Speakers

• 199 Sessions

• 110 Ex Libris Employees

• Theme: Data All Around Us

ELUNA

Photo from Zoo Atlanta, 5-5-19

Company Updates

• New Product: Rialto• “Content neutral comprehensive marketplace”• One environment for all acquisitions work• December 2020• https://go.proquest.com/pqrialto?_ga=2.4767155.185724086

5.1541489562-1702883955.1501653203

• Ex Libris App Center• https://developers.exlibrisgroup.com/appcenter/

• Focus on post go-live customer success• Global Knowledge Delivery team• Customer Success team

• Alma Roadmap• Highlights

• Primo Roadmap• Highlights

(photo from twitter @maryorem)

Company Updates

• This should make the MeLCat process easier

“Know your Options: Ex Libris Post-Implementation Resources & Services”• Ex Libris has added captions to most training videos and has worked on connecting articles and videos

• Use Feedback Button on Knowledge Center articles

• Alma “What’s New” Videos on YouTube – can subscribe

• https://www.youtube.com/playlist?list=PLLHMGFok32k8-K5yoy8UC9_dwZWAwWgtR

• “Ask the Alma Expert” – can suggest new topics

• https://knowledge.exlibrisgroup.com/Alma/Training/Ask_the_Alma_Expert

• Community Knowledge – materials submitted by customers

• https://knowledge.exlibrisgroup.com/Alma/Community_Knowledge

• https://knowledge.exlibrisgroup.com/Primo/Community_Knowledge

• Release Notes – can search by year or search all release notes for functionality area

• https://knowledge.exlibrisgroup.com/Alma/Release_Notes

• https://knowledge.exlibrisgroup.com/Primo/Release_Notes

• Extended Training - https://knowledge.exlibrisgroup.com/Alma/Training/Extended_Training/Presentations_and_Documents

• Expert Services (for a fee) – have a 3-day onsite visit where they help customer to optimize workflows

• Coming soon: Post-implementation kits and LibGuides (Example: https://exlibris.libguides.com/alma)

Alma Sessions Attended

(Photo from Twitter: @elunaorg)

• Best Practices for Success with Alma

• Harnessing the Power of Collections

• Inventory Using Alma’s Shelf Report Tool at 2 Libraries

• Managing Demand Driven Acquisitions EbookRecords in Alma

• Straightening Out Bound Journal Summary of Holdings Statements

• What is an Exception? Configuring Exceptions to Institution/Library Open Hours

• (No) Letters to My Future Self: Manage and Customize Alma Letters

More Alma Sessions Attended

Photo from Zoo Atlanta, 5-5-19

• Demystifying End-to-End Invoicing: How to Integrate Alma with a Financial System

• Alma E-Resource Activation: Everything You’ve Always Wanted to Know but Were Afraid to Ask

• Alma: Tips & Tricks for Using Sets

• Alma Normalization Rules: The Basics and Beyond

• (En)COUNTERing SUSHI: How Fishy are Our Stats?

• Alma Product Update

• Off-the-Grid Reporting: A Few Handy Reports in Alma Analytics

• Reclaiming Your WorldCat Holdings Without Losing Your Mind

Photo from Atlanta Botanical Garden, 5-2-19

Tips for Sets and Search Queries in AlmaMARC 21 Search Indexes • Important to View to Understand Mapping

https://knowledge.exlibrisgroup.com/@api/deki/pages/63182/pdf/MARC%2b21%2bSearch%2bIndexes.pdf?stylesheet=default

May change a logical set to an itemized set• Itemized = Static• Logical = Dynamic

Catalog set - will transfer 200 records or less to the MD Editor, but you can only work on one record at a time--cannot do in bulk

DARA – Data Analysis Recommendation Assistant DARA suggests features and validates custom configurations. Presently only available to assist with SUSHI

vendors, but Ex Libris is looking at adding it to the below areas.

Introducing DARA: https://www.youtube.com/watch?v=b3lOaRQA4BA

From Shay Beezley, ELUNA Presentation, 5-3-19

Reclaiming Your WorldCat Holdings Without Losing Your Mind

University of Central Oklahoma, Shay Beezley, Manager of Metadata & Cataloging• Only addressed their print holdings• Since 2017 this process is no longer free• Selected records by Alma location and ran

logical sets in Alma• Keep the sets in Alma for post-reclamation• Don’t send all of your records• Confusion because each company

references things a different way (i.e. “publish” in Alma means something different than “publish” in OCLC)

Harnessing the Power of Collections: Building and Highlighting Special Collections Using Alma & Primo – S. Cottrell & J. Spears, Southern Adventist University

• Needed a way to highlight new books, special collections, and faculty publications

• Setting up in Alma – 1. Create Set. 2. Create Collection. 3. Populate Collection (the downside is that the list is static, so all titles must be deleted & repopulated when collections change). https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/050Inventory/050Managing_Collections

• Setting up in Primo – 1. PBO Norm Rules. 2. Add to Main Menu. 3. Customize Search Scope. https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/060Back_Office_Guide/060Configuring_Primo%E2%80%99s_Front_End/050Collection_Discovery

https://southern-primo.hosted.exlibrisgroup.com/primo-explore/collectionDiscovery?vid=01SAU&inst=01SAU_INST&collectionId=8150987360003146

Primo Sessions Attended

• Now I Get It! Customizing and Simplifying the Get It Menu in Alma/Primo

• Integrating EBSCO’s OpenAthens with Alma and Primo

• PCI’s (Primo Central Index) Open Access Collections for Community and Technical Colleges

• Identifying the Source of Records in Discovery and Troubleshooting Using Alma and Primo

Photo from Zoo Atlanta, 5-5-19

Identifying the Source of Records in Discovery and Troubleshooting Using

Alma and Primo

• 035 (CKB) Community Zone Base• 001 MARC Field = MMS ID• Last four digits of MMS ID tell you where the record

is coming from• Hard to troubleshoot PCI records – must rely on

Salesforce

Link to her presentation is not behind ELUNA’s password protected

site: https://tinyurl.com/yZab3v7h

PNX view of Primo Title

Great Lakes User GroupMeeting

• To join listserv: https://exlibrisusers.org/listinfo/elglug• Website: https://elglug.wordpress.com• Chair – Alice Tippit, Northwestern University• Conference planned for October 17-18, 2019 at Loyola

Chicago & Northwestern• A lot more representation from Michigan this year –

DALNET, Kalamazoo College, WMU, CMU, EMU, Hope College, Western Theological Seminary, Ferris State University

ELUNA 2020 is in Los Angeles

May 6-8, 2020

Thanks for sharing our Adventure!

The First Thursday in August will cover our ELUNA presentation

The Next First Thursday is June 6 –OCC’s Inventory Methods in Alma