Course Details

Navigating the Cloud: Ex Libris Alma & Primo VE Training Course

INTRODUCTION

"Maximize the efficiency and impact of your academic library with our Ex Libris Alma & Primo VE Training Course. Master the intricacies of these cloud-based library service platforms, designed to streamline workflows and enhance user discovery. This Ex Libris Alma & Primo VE Training Course provides comprehensive training on managing electronic resources, optimizing cataloging, and leveraging the power of Primo VE's discovery interface. Equip your library staff with the skills to navigate and customize these powerful systems, ensuring seamless access to resources and driving academic success."

DURATION

10 days

TARGET AUDIENCE

This course is meticulously designed for:

• Academic Librarians: Responsible for managing electronic and print resources.
• Systems Librarians: To administer and customize Alma and Primo VE.
• Cataloging and Metadata Librarians: To optimize metadata and resource discovery.
• Electronic Resources Librarians: To manage and troubleshoot electronic resources.
• Reference and User Services Librarians: To enhance user experience with Primo VE.
• Library Administrators and Managers: To understand the strategic benefits of Alma and Primo VE.
• Information Science Students and Professionals: To gain expertise in cloud-based library systems.

COURSE OBJECTIVES

Upon completion of this course, participants will be able to:

• Understand the architecture and functionalities of Ex Libris Alma and Primo VE.
• Manage electronic resources effectively in Alma.
• Optimize cataloging workflows and metadata in Alma.
• Customize Primo VE's discovery interface for enhanced user experience.
• Troubleshoot common issues in Alma and Primo VE.
• Generate reports and analyze library data using Alma Analytics.
• Implement best practices for managing cloud-based library systems.
• Understand the integration between Alma and Primo VE.
• Manage user accounts and permissions within Alma.
• Understand the importance of community collaboration within the Ex Libris ecosystem.

COURSE MODULES

Module 1: Introduction to Ex Libris Alma and Primo VE:

• Overview of Alma and Primo VE architecture and functionalities.
• Understanding the benefits of cloud-based library systems.
• Navigating the Alma and Primo VE interfaces.
• Understanding the Ex Libris ecosystem and community.

Module 2: Electronic Resource Management in Alma:

• Managing electronic resource portfolios and collections.
• Activating and deactivating electronic resources.
• Troubleshooting access issues and linking problems.
• Managing licenses and usage statistics.

Module 3: Cataloging and Metadata Management in Alma:

• Creating and editing bibliographic records in Alma.
• Managing authority control and data normalization.
• Importing and exporting bibliographic data.
• Configuring cataloging profiles and workflows.

Module 4: Primo VE Discovery Interface Customization:

• Customizing search scopes and facets in Primo VE.
• Configuring display settings and user interface elements.
• Implementing branding and personalization.
• Managing discovery profiles and normalization rules.

Module 5: Troubleshooting and Support:

• Identifying and resolving common issues in Alma and Primo VE.
• Utilizing Ex Libris support resources and documentation.
• Managing system logs and error messages.
• Implementing troubleshooting best practices.

Module 6: Alma Analytics and Reporting:

• Generating reports and analyzing library data.
• Creating custom reports and dashboards.
• Utilizing Alma Analytics for data-driven decision-making.
• Understanding key performance indicators (KPIs).

Module 7: System Administration and Configuration:

• Managing user accounts and permissions.
• Configuring system settings and parameters.
• Implementing security best practices.
• Managing system updates and maintenance.

Module 8: Integration and Interoperability:

• Understanding the integration between Alma and Primo VE.
• Integrating Alma and Primo VE with other library systems.
• Utilizing APIs and web services for data exchange.
• Managing interoperability standards and protocols.

Module 9: User Management and Permissions:

• Managing patron accounts and roles.
• Configuring user permissions and access control.
• Implementing authentication and authorization.
• Managing patron notifications and communications.

Module 10: Best Practices and Community Collaboration:

• Implementing best practices for managing cloud-based library systems.
• Participating in Ex Libris user groups and forums.
• Staying up-to-date with Ex Libris updates and releases.
• Contributing to the Ex Libris community through knowledge sharing.

 CERTIFICATION

• Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

• Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

• Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

• Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com