The recording of the latest session in the Alma acquisitions experience exchange is now available. This session was the first joint call focusing on acquisitions and e-resources issues, recognising the large amount of crossover between the two areas in Alma.
This session, and all other recorded sessions in this series, are available via a YouTube playlist.
The recording of the latest Alma acquisitions exchange of experience for EPUG members is now available:
Adam Robinson, who is the head of Academic Services, and Heather Cripps, who is the Content Delivery Officer at Derby, talked to EPUG-UKI about the successful integration between Alma and Oracle.
The Content and Digital Services team within the Library at the University of Derby are one of the first teams within the UK HE sector to implement an integration between the Library Management System (Alma) and the University finance system (Oracle). This innovative piece of work has enabled the team to save valuable staff time on double entry in both systems, minimise reconciliation activity between systems, and enhance accuracy within expenditure tracking and streamline the budgeting reporting process. The Alma-Oracle project involved collaboration across departments at the University, including Finance and I.T teams, and was spearheaded by the Library. This work was challenging and took considerable time and effort to come to fruition. Significant time was spent analysing return on investment, communicating and explaining complex acquisition workflows and financial procedures.
The Library team at Derby have confidence that the financial information within Alma is reflective of the information contained within the University Finance system, and staff are able to focus their efforts in other priority activities.
With thanks to Kevin O’Donovan from LSE for organising the topic and speaker.
Registration is now open for this year’s Autumn conference event. This year the event will be split across 2 days, Monday 6th October (1.30-4.30pm) & Tuesday 7th October (9.30am-12.30pm), and will take place remotely via Zoom.
See the event programme below (subject to change):
There is an opportunity to submit questions for Ex Libris & Clarivate colleagues. Please do this by Tuesday 30th September either as part of your registration or by emailing epuguki.secretary@gmail.com.
We are again planning to offer an informal networking session at the end of the conference on Tuesday 7th October. Please let us know in your registration if you’d be interested in joining this.
This is an online event, via a Zoom webinar, and joining details will be mailed out after registering. Feel free to share details of this event within your service/institution – being an online event means colleagues can dip in and out of sessions that are of interest to them. The event will also be recorded and made available shortly afterwards.
Amanda Swann EPUG-UKI Secretary, on behalf of the Committee
We’re pleased to announce the dates for this year’s Autumn conference, which will again take place virtually via Zoom spread over 2 half days:
Monday 6th October PM (likely 1-4pm)
Tuesday 7th October AM (likely 9.30am-12.30pm)
We’re also looking for potential speakers, so do get in touch if there’s anything you’d like to present on. This can be on anything related to any of the Ex Libris platforms (Alma, Primo, Leganto, RapidILL/Rapido, Rialto). Have you recently implemented a new feature, undertaken a review of a particular system or workflow, or even just figured out how to make a small system change that has had a big impact or you think others might also be struggling with? We’d love to hear about it!
Some suggested areas/topics we’re keen to include sessions on:
Primo NDE – experiences of any early access institutions so far with testing etc
Alma APIs and data extraction, either to support workflows or reporting
The recording of July’s exchange of experience on Alma acquisitions for EPUG members is now available via YouTube
This session focused on fiscal year rollover, troubleshooting issues in preparation for 2025-2026, and sharing rollover knowledge. There was also some discussion about what everyone is doing in Alma to prepare for potential walkaways from Big 5 deals.
The next session will take place on 11th September at 11am – please contact Leah Emary (Leah.Emary@sunderland.ac.uk) if you’d like the Teams invite to attend. More details on the Acquisitions call are available on the EPUG website and recordings of all past sessions are available on a YouTube playlist
The recording of yesterday’s CERV voting discussion meeting for EPUG members is now available to watch.
The following enhancements were flagged up during the call as being of most interest to attendees:
AENH-I-36426 – Display user blocks on request screen (mentioned by Duncan Jones (University of Oxford))
AENH-I-36487 – Record all changes to an Electronic Collection in the History tab with meaningful Old Value and New Value information (mentioned by Lee Houghton (Nottingham Trent University))
AENH-I-36485 – Improve Alma records with accurate information on staff activity (mentioned by Lee Houghton)
AENH-I-36414 – Ability to designate items as “Unavailable” (mentioned by Duncan Jones: was decided against at Institution (currently using Work Order workaround))
AENH-I-36405 – Update Due Date When a User Account Expires (mentioned by Melanie Peters-Turner (University of Law))
AENH-I-36357 – Improve Alma Job Reports for Failed Records (mentioned by Melanie Peters-Turner, Lee Houghton, Duncan Jones (Institution chose not to vote))
AENH-I-36332 – Catalog search – “Did you mean?” to manage situations like “&” vs “and” (mentioned by Melanie Peters-Turner)
AENH-I-36297 – Support full SIP2 protocol (mentioned by Lee Houghton)
AENH-I-36286 – Ability to Delete Patron/User Account Notes in Batch by Set (mentioned by Lee Houghton)
EPUG UK&I will be hosting an in-person day focused on E-Resources & Content, hosted by the University of Salford on Tuesday 20th May, 10am-4pm.
Tamar Ganor (Content Product Manager, Clarivate) will be joining us for the day and there will be an opportunity to ask questions and for discussion directly with Tamar. The day is intended to follow up on some of the themes and issues raised during the E-Resources Day held in Leicester in September 2024.
Programme for the day (registration has now closed)