IGeLU 2025

Clarivate Knowledge Day

This session will cover how to enable the new and exciting features that have been added to Primo VE in recent quarterly releases

Physical session only (no live streaming)

Practical Applications
User Experience / Discovery

Primo / Primo VE

Clarivate Knowledge Day

The goals of Community Zone contribution are:

• To have high quality descriptive records in the Community Zone Catalog
• To have both individual portfolios as well as entire collections which
• Meet the needs of the community
• Are added to the Community Zone at a speedy pace

Therefore, Alma includes options to allow the library staff to play an active role and collaborate in the Community Zone. During this session we will cover the following topics:

• Editing CZ Bibliographic records
• Contributing Portfolios to the CZ
• Contributing Local Electronic Collections to the CZ
• The Community Zone Management Group

Physical session only (no live streaming)

Practical Applications

Alma

Clarivate Knowledge Day

This session will present how Linked Data can:

• Enhance search results and make resources easier to find
• Be incorporated into online content relatively easily using well-known vocabularies
• Provide an open interactive system, with external links and the ability to make information easily accessible, re-usable and with the possibility of serendipitous discovery of other resources.

This session will also demonstrate existing functionality regarding Linked Data in Alma, including:

• Viewing the Linked Data in Alma and Primo VE
• Extracting Linked Data from Alma via general publishing profile
• Extracting Linked Data from Alma via APIs

Finally, we will also look at examples of Linked Data in Primo discovery interface with examples from Alma institutions.

Physical session only (no live streaming)

Practical Applications
User Experience / Discovery

Alma
Primo / Primo VE

Developers Day

Developers Day

General / Other

Clarivate Knowledge Day

During this session we will cover various aspects of the letters configuration including but not limited to the following areas:

• An overview of the "Letters Configuration" page
• Customizing the appearance of the letters by modifying the XSL and customizing the labels
• Previewing the letters with different data examples in sample XML files (without needing to send the letter to a recipient)
• Saving the letter configuration in draft format before saving the final version
• Adding conditional formatting to the letter, such as according to the library or an ordered item or the user group of a patron.

Physical session only (no live streaming)

Practical Applications

Alma

Clarivate Knowledge Day

During this session we will learn how normalization rules can be used to efficiently update bibliographic records as part of Alma workflows. We will cover:

• Normalization rule syntax
• Example use cases
• Demonstrations of processes

We will also look at the various places where the normalization rules can be applies such as

• When saving a record in the Metadata Editor
• When importing a record
• When publishing (exporting) a record
• On a set of records directly in the repository.

Physical session only (no live streaming)

Practical Applications

Alma

Clarivate Knowledge Day

While Alma includes (at the current time) 58 different authority vocabularies in the Community Zone, it is also possible to use local authorities which have a functional preference over the global authorities.

During this session we will investigate how both the Global Authorities from the Community Zone as well as local authorities can be used. Topics we will cover include:

• Why do we use authorities?
• Global authorities in Alma
• Local authorities in Alma
• How does Alma know which vocabulary to use for subjects?
• How does Alma know which vocabulary to use for names?
• The difference between F3 and saving a record with linked bibliographic heading
• The job “Preferred Term Correction”
• The Authority Control Task List

Physical session only (no live streaming)

Practical Applications

Alma

Developers Day

Join us as we build a Library Open Workflow together. We’ll start with signing into Library Open Workflows and then I'll guide you through building a workflow. You don’t need any prior experience. And you don’t need to know how to code! You just need your laptop. We’ll start right from the beginning. By the end you’ll know how Library Open Workflows can help you, have practiced some techniques for building workflows, have gotten yourself out of trouble, and appreciate how to manage workflows in production.

Practical Applications

General / Other

Clarivate Knowledge Day

Developers Day

Clarivate Knowledge Day

This session introduces agentic AI, explains how Clarivate integrates this emerging capability into its Academic AI platform and Ex Libris products like Alma and Primo, and highlights the opportunities for libraries to benefit from smarter, more adaptable automation and discovery tools. We'll begin with an introduction to the basics of agentic AI—what it is, how it differs from traditional automation, and why it matters for libraries. We'll look at how agents are built and at their components.

This session is designed for library staff and technologists who are curious about the practical potential of AI—not just as a tool, but as a collaborative agent.

Physical session only (no live streaming)

Practical Applications

General / Other

Clarivate Knowledge Day

Learn how you can use Leganto analytics, including Data Visualization Dashboards, to understand how students are engaging with course materials. This session will highlight specific reports that will help your library measure student engagement and demonstrate the impact your library has on the student experience.

Physical session only (no live streaming)

Practical Applications

Analytics / Mixpanel
Leganto

Clarivate Knowledge Day

The AI Metadata Assistant uses a Large Language Model generative AI to process information about a library resource, and suggest relevant metadata to the cataloger to help make the cataloging process quicker and more efficient. The cataloger can then review the suggested data and accept, correct or dismiss it, as well as add more complex, expert metadata and library-specific metadata.

During this session we will do real live examples of both creating and enriching records using the AI Metadata assistant. We will also see how the AI Metadata assistant can be used in conjunction with cataloging templates and normalization processes.

Physical session only (no live streaming)

Practical Applications

Alma

Developers Day

[Part 2]

Join us as we build a Library Open Workflow together. We’ll start with signing into Library Open Workflows and then I'll guide you through building a workflow. You don’t need any prior experience. And you don’t need to know how to code! You just need your laptop. We’ll start right from the beginning. By the end you’ll know how Library Open Workflows can help you, have practiced some techniques for building workflows, have gotten yourself out of trouble, and appreciate how to manage workflows in production.

Practical Applications

General / Other

Clarivate Knowledge Day

Developers Day

Developers Day

User Experience / Discovery

Primo / Primo VE

Clarivate Knowledge Day

Join us for an essential practical session to guide you through the seamless transition from the current Primo UI to the cutting-edge Next Discovery Experience (NDE) UI. Discover how this powerful new interface can revolutionize the way your users interact with your library's resources.

In this practical session, you'll learn:

• The new features and enhancements of Primo NDE that will delight your users
• Step-by-step strategies for testing and implementing the new interface
• Best practices for a smooth migration that minimizes disruption to your library services
• Tips and tricks for customizing the NDE to match your institution's unique needs
• Whether you're planning an immediate switch or preparing for the future, this session will equip you with the knowledge and confidence to successfully navigate this important transition.

Don't miss this opportunity to stay ahead of the curve and ensure your library continues to deliver an outstanding user experience.

Physical session only (no live streaming)

Migration / Implementation
Practical Applications
User Experience / Discovery

Primo / Primo VE

Clarivate Knowledge Day

Mixpanel is a new Analytics platform for understanding how users behave within the Primo VE user interface and will be released as part of the "Next Discovery Experience" (NDE). We've worked on Mixpanel together with customers focus group and early adopters throughout 2024, and there is a planned general availability release for 2025.

During this session we will look at Mixpanel flows, Mixpanel insights reports, and using Mixpanel boards. We will also look at advanced functionality such as using regular expressions when filtering, and renaming and merging values in an Insights Report.

Physical session only (no live streaming)

Practical Applications

Analytics / Mixpanel
Primo / Primo VE

Clarivate Knowledge Day

During this advanced workshop we’ll demonstrate the use of simple transformation commands and regex manipulation as well as tips and suggested approaches when addressing an NR challenge will be offered. There will be a sub-session of hands-on. A variety of challenges will be provided for participants to choose from. Solutions to all challenges will be handed out after the session. Target audience: Primo VE administrators with access to Alma with the Discovery Admin role.

Physical session only (no live streaming)

Practical Applications

Primo / Primo VE

Developers Day

The presentation outlines the migration of the Bavarian State Library's image catalogs to Alma Digital and the mapping of the required functionalities in Alma and Primo.

The collections cataloged between 1840 and 1952 were recorded in the Quarto Catalog (digitized in 2003); this is followed by the IFK Catalog, which covers the period up to 1981 (digitized in 1997). The data contained there was captured by external companies and transferred to the electronic catalog. The two image catalogs were loaded into a SISIS database and made accessible.

After the migration of the ILS from SISIS SunRise to Alma, the task of migrating the image catalogs remained. The aim was to enable browsing in the old catalogs, jumping to sections and viewing the individual card images. The image IDs of the old catalog version contained in the bib records had to be replaced by the corresponding image IDs of Alma Digital in order to enable a direct jump from a bib record to the relevant image(s) of the old catalog.

Migration / Implementation

Alma
Alma Digital
Primo / Primo VE

Clarivate Knowledge Day

To achieve collection development analysis of libraries' electronic holdings, the Overlap Analysis Tool can be used to support multiple use cases.

Some of the main use cases which we will look at in a live session are as follows:

• When considering to order an electronic collection, which part of this electronic collection is already covered in other existing electronic collections. This can be used to avoid content overlap and purchasing of duplicate resources.
• When considering to cancel electronic collections, what full text access would be lost if a resource were cancelled.
• When the institution receives a file with a list of resources from a vendor which resources are and are not already in Alma.

Physical session only (no live streaming)

Practical Applications

Alma

Clarivate Knowledge Day

During this session we'll understand the processes and learn how to configure keys, troubleshoot and test tool.

Physical session only (no live streaming)

Practical Applications
User Experience / Discovery

Alma
Primo / Primo VE

Developers Day

Renouvaud is a network of 150 academic, research, school, and public libraries in Western Switzerland. In 2024, it integrated data from the French-language social book recommendation service Babelio. As there are very few public libraries using Primo, particularly in a French-language context, this was the first instance of Babelio being deployed on Primo. Existing ways to integrate the service to library catalogues were not compatible with Primo. I was engaged as a developer to build this integration using the Primo development environment. This required collaborating with the vendor on the development of an API for integrating their data and with the Renouvaud member libraries, balancing the needs of diverse institutions within the network while keeping ease of use and end-user engagement at the forefront.

Development / Initiative
Practical Applications
User Experience / Discovery

Consortia
Primo / Primo VE

Developers Day

From the earliest days of our Alma migration, staff permission management was a significant challenge at the University of Oxford. The role profiles system is ill-equipped to handle a federated model comprising nearly 100 libraries with varying permission requirements, and manually adding roles one at a time was an unthinkable chore.

This presentation showcases the custom permissions management application we built to ease the burden: the process, the payoff, and our plans for what's next.

Practical Applications

Alma

Developers Day

Developers Day

Third Iron’s original Primo integration was a single, long JavaScript file that got the job done, but became hard to maintain as we added many new features over the years. With the changes to customization introduced in Primo’s New Discovery Experience (NDE), we decided to rebuild our integration as a modular Angular application that is dynamically loaded as an “add-on” in the NDE UI.

This talk covers how we restructured our codebase for organization and maintainability, and how we adapted to NDE’s updated Angular architecture. Whether you're building your own add-on or maintaining an older customization, you’ll walk away with practical ideas and lessons to apply in your own Primo NDE environment.

Development / Initiative
User Experience / Discovery

Primo / Primo VE

Developers Day

Yale University Library recently migrated from Voyager to Alma. This was a massive task for Library IT, which maintains many applications and services that the library, patrons, and other organizations at Yale rely on.

One of the biggest challenges is the change in our ability to access our bibliographic metadata and material status. To mitigate those differences, we have developed a system to extract and maintain a copy of all metadata and loan/process information for our collection of over 16 million bibliographic records.

The Data Synchronizer system uses Alma publishing profiles, webhooks, and the API to maintain our database. Our systems use the database to access our data quickly, as they had before our migration.

This presentation will explain what our goals were and how we implemented our synchronization system. Two months post migrations, we will provide an update on what went well, what was most challenging, and what still needs to be resolved.

Development / Initiative
Migration / Implementation
Practical Applications

Alma

Developers Day

Until the May 2025 release, Drools was the only way to manipulate MARC data in crucial places in Alma, such as normalizing on save when editing a record in the Metadata Editor. The Austrian Library Network has used Drools extensively despite all it's flaws. Since we now have the option to use XSLT for this tasks, we are committed on doing so. As we have demanded XSLT loudly and Ex Libris has delivered upon it, we have to show that it fulfills all the hopes we have projected at this beautiful programming language. This talk will share our strategy for how to go about this change and the experiences we made in this transition. We will talk about how we set up our development processes and our testing framework. We plan to generate documentation from source and will share how we do it. We will look into our strategies to deliver our code to Alma. Lastly, we will share our learnings. What to do, what to avoid.

Zoom presenter session (available to physical and virtual attendees)

Practical Applications

Alma

Developers Day