Social and Behavioral Sciences Commons^™

Refining Your Results With Alma Analytics, Julene L. Jones, Mary Ellen Willemsen

Library Presentations

Analyzing your data is important for all aspects of efficient library operations. We will be sharing some ideas to help you effectively gather and analyze your data using Alma Analytics. After our presentation, you will know how and why to create bins, and how to save a filter for reuse in another analysis. We will also be sharing a couple of useful yet complicated formulas that are not included in Alma documentation.

Alma Analytics, For Fulfillment, Julene L. Jones

Library Presentations

This presentation covers the following topics:

• Analytics information in Alma
• How to get there, Structure of Analytics
• Create a new analysis
• Tips and best practices
• Edit an existing analysis
• Example analyses
• Links to Ex Libris information

Alma Normalization Rules: The Basics And Beyond, Julene L. Jones, Susan Wynne

Library Presentations

Alma normalization rules are a powerful tool for editing and enhancing bibliographic and holding records, in batch or individually. This presentation will describe how to read and write normalization rules for beginner and intermediate users. We will cover the syntax and logic of normalization rules, how and why to add a rule as a process, common use cases and real-world examples, and best practices and tricks we’ve learned along the way. No programming experience is necessary for this session. At the end of the session, attendees will understand the basic syntax of normalization rules, how to interpret a normalization rule, …

Carpe Data With Alma Analytics, Mary Ellen Willemsen, Julene L. Jones

Library Presentations

Capturing your data is vital to the smooth functioning of any library. We will be providing some tips and tricks to help you gather and analyze your data using Alma Analytics. After the presentation you will know how to gather data within a date period (i.e., all items that circulated in the last 30 days or between a date period), filter your data, count data, subtract one set of numbers from another, and import your results into a set in Alma to further analyze or manipulate your data. We will also include any formulas that we have found to be …

With Careful Consideration And Managed Expectations: Migration From Ex Libris' Voyager To Ex Libris' Alma/Primo, Julene L. Jones

Library Presentations

The University of Kentucky migrated from their long-standing ILS, Ex Libris Voyager with SFX, to Ex Libris Alma (and Primo) in six short months! As the person who runs reports and performs authority control and batch changes to UK’s MARC metadata for print resources, Julene was responsible for migrating that metadata so that it displayed well in Alma / Primo with minimal data loss, for training all library faculty and staff on the use of Resource Management and Analytics, and for coordinating the multitude of migration events with the Systems, Acquisitions, Circulation, Electronic Resources, and ILL librarians. She will describe …

Alma/Primo Management In A Post-Migration World, Kate Seago, Julene L. Jones

Library Presentations

While on Voyager, the University of Kentucky had a committee dedicated to handling releases and policies for the system. During our migration to Alma and Primo we moved to taskforces to manage the migration, putting that committee on hold. Post-migration, we revived the ILS Committee and updated the charge to handle Alma/Primo releases and policies. This presentation will briefly discuss the procedures we’re using to manage Alma and Primo releases, training, set policies, and communicate with library staff post-migration. We’d like to leave time for audience participation to find out how others are managing these processes at their institutions.

Monograph Ordering In Alma, Kate Seago

Library Presentations

Alma offers many potential workflows, incorporating local and third-party tools and data. This presentation will look at how one library streamlined their workflows with GOBI technical services in Alma.

Functionality And Flair: Using Apis For Alma, Kathryn Lybarger

Library Presentations

Alma as a web site lets us view, search, and edit our data in a variety of ways, but what if you want to do something slightly different? Fortunately, Ex Libris provides API access that allows you to add specialized functionality to your Alma workflows, or even access Alma's data through other web sites. In this presentation I will go over the basics of APIs, demonstrate how you can learn about and test them using the Ex Libris Developer Network, and show some examples of how they can be used to extend Alma's functionality.

Calendars In Alma--Seriously???, Tari Keller

Library Presentations

Coming from Voyager, after over 16 years of setting up and updating calendars for a multi-library university, configuring the calendars in Alma was confusing. The calendars in Alma use the standard hours for major terms as a starting point. Exceptions are defined by “Closing” the library to shorten the hours and “Opening” the library to extend the hours, instead of giving the hours of operation on the days when exceptions occur. The University of Kentucky has everything from a 24 x 5+ main library to a 40 hour a week storage facility. Library hours change between semesters and do different …

Flattening Funds: Using Alma Fund Structure & Reporting Codes, Kate Seago

Library Presentations

The University of Kentucky had been on Voyager since 2001. We had built a complex fund structure using reporting funds to map funds accurately over to the University’s SAP system and provide break downs by subject and format. In addition, the Acquisitions Department Head had been relying on an access report and a code in the invoice note field to provide accurate ARL statistics. When the Libraries migrated to Alma in January 2016, it quickly became apparent that the fund structure would need substantial reworking to be functional in Alma. Starting in July 2017, a new fund structure was implemented …

Counting, Then Re-Counting: National Statistical Reporting From Within Alma And From Alma Analytics, Julene L. Jones

Library Presentations

National statistics are collected and reported by libraries for a variety of reasons. The presenter was recently asked to report statistics about her library's collections for ARL, AAHSL, ABET, CEAL and IPEDS, each of whom ask a variety of questions about disparate data points. Her institution recently migrated from Voyager to Alma, and she found that the data is not comparable between the prior and subsequent years to this migration. The differing statistical collection methods between Voyager and Alma / Analytics will be discussed, and if time allows, the presenter would appreciate any tips for collecting collection-based data and its …

Alma Analytics, For Academic Liaisons, Julene L. Jones

Library Presentations

An overview of Alma Analytics, designed for collection development purposes.

Starting Over: Coding To Work With Alma After Voyager, Kathryn Lybarger

Library Presentations

When the University of Kentucky was a Voyager library, I wrote a variety of tools to support our processes, ranging from tiny one-line macros to larger software packages. Now that we've migrated to Alma/Primo, everything has changed! Many of the ways I extended Voyager are part of Alma by default, and Alma's community (and available APIs) encourage even further development. In this presentation, I will describe some differences between the two systems, how they affected the types of support tools I wanted, and the ways I was able to create them.

Acquisitions In Alma: Transitioning From Voyager To Alma, Kate Seago

Library Presentations

Alma offers some advantages to Acquisitions particularly for managing electronic workflows and communicating with vendors. However, transitioning from Voyager to Alma and learning Alma’s nuances was challenging as we reworked workflows.