Recent Submissions

  • Introducing Primo VE: streamline back-end administration

    Guy, Laura; Ransom, Jessie
    You’ve already seen the new Primo user interface, but have you considered the benefits of combining Primo VE, a brand-new deployment model for Primo, with the new Primo UI? Primo VE provides unified back office management of Primo and Alma, resulting in a reduction of duplicated administrative processes and providing seamless publishing processes, real-time discovery of records created in Alma, and the task-oriented configuration and setup that many libraries already enjoy for other library workflows in Alma. Primo VE provides an enhanced user experience for both patrons and staff. In this session, we will also discuss customizing the new Primo UI in Primo VE, accessing Analytics, and working with the Central index.
  • Introducing Primo VE: streamline back-end administration

    Guy, Laura
    You’ve already seen the new Primo user interface, but have you considered the benefits of combining Primo VE, a brand-new deployment model for Primo, with the new Primo UI? Primo VE provides unified back office management of Primo and Alma, resulting in a reduction of duplicated administrative processes and providing seamless publishing processes, real-time discovery of records created in Alma, and the task-oriented configuration and setup that many libraries already enjoy for other library workflows in Alma. Primo VE provides an enhanced user experience for both patrons and staff. In this session, we will also discuss customizing the new Primo UI in Primo VE, accessing Analytics, supporting consortia, and working with the Central index.
  • Discovery systems and usage of material

    Guy, Laura
    There is evidence of rising usage of library discovery systems by patrons, both in absolute numbers, as well as in comparison to other research tools such as Google Scholar. But what is the impact for libraries, publishers, and users? In this session, an academic librarian and an information provider discuss whether the increased usage of library discovery systems has had an impact on the usage of their material. What drives usage, how can we measure it, and what have we learned? The Colorado School of Mines will present results from the library perspective and draw conclusions about the impact of the increased usage of discovery systems on the role libraries play in supporting teaching, learning, and research. Alexander Street Press will discuss how collaboration with discovery vendors impacts the usage on their platform, obstacles they have encountered on the way, and lessons they have learned for the future.
  • Cool beans discovery - Primo VE

    Guy, Laura; Nickum, Lisa
    Presentation to Library staff on Primo VE.
  • COUNTER reports: from UStat to Alma

    Guy, Laura
    COUNTER data help libraries count usage of their electronic resources. For years we have used UStat to manage these data and report on user activity. But in 2017 that all changed when this function was greatly expanded and enhanced and integrated into Alma. The presenter was a development partner for this transformation. Come learn how you can start taking advantage of this fantastic new capability. We’ll have a quick intro to COUNTER, a discussion of new Alma roles, we’ll learn about the Data Usage Loader and loading data both manually or via SUSHI, and we’ll look at the amazing new Analytics reports available to help you do collection development and more. There will be plenty of time for questions. Even if you haven’t used UStat, it’s time to get into COUNTER!
  • Alma "New Books" list from Analytics reports to static HTML for web site inclusion

    Guy, Laura
    This zip file contains the basic instructions (a word document), the Alma Oracle B.I. Analytics query screenshots, and example files (initial Excel and the final txt). In brief the included files provide the workflow to generate the necessary Analytics reports, then use Excel and UltraEdit (or text editor of your choice) to make changes to the files so they can be put in static web pages. The readme file includes a URL to the final product - a web page containing new titles lists. Assistance from University of Minnesota - Duluth was integral to the success of this project and is hereby gratefully acknowledged. Note that the examples use "New Primo UI" (as of 1/2017) Permalinks. If you are on the "classic" Primo UI as of this date, you will need to modify the Permanent URL.
  • Making the most out of Primo

    Guy, Laura
    Over the past year, ProQuest and Ex Libris have come together to accelerate the innovation of advanced discovery services through Summon and Primo. The enrichment of these discovery services represents how a new, united approach can deliver more value to libraries and their users. Attend this session to understand how we are leveraging data and technology to create new avenues of resource discovery, and how one library has worked with the limited resources available to them to take advantage of these developments and make the most out of their discovery system. This session will review how we have seized the opportunity to combine product strengths, resources, and visions to improve discovery and what that means for the future of libraries.
  • Implementing Alma

    Guy, Laura
    A presentation for the Washington Research Library Consortium Alma Implementation Team.
  • Alma post-implementation at the Colorado School of Mines

    Guy, Laura
    Implementing a library services platform such as Alma with Primo can be a major undertaking. Replacing an ILS, link resolver, ERM, and possibly other systems with a unified platform calls for rethinking workflows, retraining staff, cleaning up and migrating data, and an array of other potential areas of analysis. These can range from rethinking what patron services are offered to reviewing collaboration opportunities between or within libraries. Planning to make all of these changes within the duration of the implementation project is a challenge--both because of the scope of the changes, and because improvements in library services should continue on the new library platform. Instead, implementation can be viewed as one activity in the evolution of library services, with continuous advances before and after the implementation project. This eases the transition and allows the library to plan future improvements based on opportunities afforded by the new systems. In this session, two libraries that implemented Alma and Primo will share their perspectives on the lifecycle of system implementation. From planning, preparing, and implementing the platform to post-implementation analysis of workflows, come hear how an implementation project fits into the broader process of improving library services.
  • Making Alma work for you: optimize service at the Colorado School of Mines

    Guy, Laura; Larson, John
    Having successfully migrated to Alma last year, the Colorado School of Mines wanted to get the most out of their shiny new Library Management System, and so six months after going live decided to take advantage of the new Optimization Service offered by Ex Libris. Come learn about this exciting and important new Service, why the Library decided to embark upon such an adventure, the ways staff prepared for traveling this route, and how Mines planned significant improvements to workflows, services and configurations as a result of the Service's recommendations. Was the journey a success? All will be revealed!
  • Alma up! The keys to a successful Alma migration in a not so huge library

    Guy, Laura; Kroll, Anna Lois (Colorado School of Mines. Arthur Lakes Library, 2016-05)
    Both the Master's Seminary Library and the Colorado School of Mines Library went live with Alma in summer of 2015. Join us as we share our migration experiences, including the many lessons learned during our Alma implementations. We will discuss timelines, project management, choosing a migration team, data preparation and cleanup, communication and training, workflows, certification, configuration, and more. We will also describe surprises we encountered, what went right during our migrations, and what we wish we could do-over. We’ll leave plenty of time for questions and maybe even some answers.
  • Voyager to Alma migration: stories from the field

    Guy, Laura (Colorado School of Mines. Arthur Lakes Library, 2016-03-31)
    Web presentation session on implementation of the Alma system. The presenter will describe her library’s experience with the migration from Voyager in early 2015—what went wrong, what went well—and offer advice on what to prepare for, what to watch out for, what not to do, questions to ask, etc. as well as describe differences between Voyager and Alma in Circulation, Acquisitions, Cataloging, and Administration modules (formerly SysAdmin in Voyager) that will affect/drive data cleanup (e.g., the conversion of ILS-managed electronic resources, Circulation simplification, Duplicate bib and other catalog cleanup). The focus of this presentation will be how to maximize your migration success during pre-implementation and implementation.
  • Supporting your Voyager server

    Guy, Laura
    Presentation delivered in February and March 2012.
  • What is this thing called UNIX?

    Guy, Laura
    Presentation delivered in February 2012.
  • Before you contact support: troubleshooting

    Guy, Laura
    Presentation delivered in March and April 2012.
  • Upgrading: surviving a Voyager 7 upgrade

    Guy, Laura
    Presentation delivered at the February, 2011 Ex Libris Southwest User Group meeting.

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