exlibris-alma.md

ExLibris Alma & Primo Demonstration

October 2, 2019

• Doug Gaudieri, Senior Account Manager
• Jamie Kutzuba, Solutions Architect
• Laura Nederhoff, Solutions Architect

Introductions & Alma Overview – Alma concepts and interface (1:00 – 1:25)

Alma Overview

• came out in 2012
• platform rather than ILS
• infrastructure for Leganto (reading lists) and on top of that Esploro (research services)
• deployed mostly in N.A. and western Europe (1600 libraries)
  • 60+ consortial, 47 ARL members
  • mostly smaller libraries (15-50 staff)
    • Canisius
    • Sienna
• good showing in https://librarytechnology.org/perceptions/2017/
• integrates link resolver, MARC & knowledgebase, e-resource mgmt, digital mgmt
• interface entirely web-based
  • all clients on same (latest) version
  • monthly enhancements (500+ per year)
• role-based management
  • everyone is user
  • access to permitted areas only
  • create role templates for various positions
  • different levels of access to areas of functionality
  • exception-based workflows
• integrated analytics
  • dashboards: e.g.,
    • fund burn down
    • top 10 e-journals
    • journals w/ lowest cost
    • digital file downloads
    • tasks
    • etc.
  • actionable analytics
• ExLibris Idea Exchange - track enhancement proposals and progress
• User Group meetings
• Documentation is public
• Developers network
  • APIs

Public Services - Circulation, requesting, resource sharing (1:25 – 2:05)

Demo of Alma

• checklist of tasks in system
  • items can be assigned
• contextual help (for screen you're on)
• release schedule menu
• persistant search bar

Fullment menu

• user services - see circulation, overdue, fines, user notes
  • contextual menu for charged items
    • loan policy overview
    • loan rules based on location and loan rule group
  • can add roles to users - e.g., work in library at different branches
  • attachments - e.g., copy of email notices sent to user
    • contextual menu - e.g., view, edit, delete, resend
    • can set retention limits
• can bookmark common actions for easier access in menu
• pick-up requests - get a list of user requests
  • can print slip, cancel, mark as missing,
• course reserves - incl.
  • courses
    • search by subject, etc.
  • reading lists
    • items assoc. w/ given course
    • can update status - being prep, in process, complete, etc.
    • can batch process items - assign location, due date, etc.
      • will go to pick-up request queue
  • citations
• NCIP integration w/ Tipasa for physical items
  • create temp record for circulation
• NCIP for ConnectNY integration
  • didn't have an example we could talk to :-(
    • Canisius
    • Sienna

Primo VE – Discovery services overview (2:05 – 2:30)

Primo demo

• patron can view their record

• search box

  • on-the-fly search limits
  • suggested librarian
  • sidebar facets
    • sort by
    • availability
    • resource type
    • subject
    • author/creator
    • creation date
    • library
    • location
    • institution

• journal results from databases

  • can add links - s.a. purchase, ILL

• Hamilton Library catalog

  • https://hamilton.primo.exlibrisgroup.com
  • nice how do I? w/ links to libguides
  • records can have link to floor plan or call # schema page
    • https://www.hamilton.edu/offices/lits/rc/call-number-locator
  • may be integrations w/ WorldCat to find books not in local collection (presenter left that a bit vague)

• Journal finder

  • entries have "peer reviewed label"

Primo Studio

• customize Primo's theme
  • color
    • background, primary, secondary, links
  • images
    • logo, favicon, svg icons
  • icons
  • addons
    • plugins in github repo to add functionality
  • editor
    • can do some customizations to banner
    • may not be as far as we'd like
    • take a look at the documentation
  • download - download current Primo package (zip file)
  • upload package - get package to upload back to live Primo

Technical Services: Acquisitions, ERM, and cataloging (2:30 – 3:15)

Alma demo

• ordering

  • integration w/ Oasis (oasis.proquest.com)
  • searching on "community" for electronic package
    • can view "portfolio" of included titles
      • can localize package (cherry-pick holdings)
    • license term info
      • reserves, digital copy, scholarly sharing, walk-in use
    • renewal
      • manual renewal
      • input renewal dates, reminders,
  • e-resource activation for package (above) will be in checklist queue

• cataloging

  • "MD Editor"
    • search db
    • edit MARC
  • nice search function: ex. books w/o barcodes
    • can save query once run it
      • can rerun, merge w/ another results set
  • can save jobs: e.g., change 440 to 840; withdraw items; etc.
    • run job against saved query

Analytics – Point-of-need, scheduling and creating reports (3:15 – 3:30)

• canned reports

  • ARL Report dashboard
    • e.g., items added, w/d
  • physical item usage for weeding
    • limits for location, call #, etc.

• Design Analytics

  • underlying Oracle BI interface
  • folders with out of box reports - e.g.,
    • overlap print w/ electronic

• COUNTER

  • works w/ SUSHI
  • will support ver 5 soon

• community reports folder for report sharing