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Frequently Asked Questions (FAQ)

Frequently Asked Questions (FAQ) for Library Consortium, LSP, Work Groups, Task Forces, Governance Committee, Support Help, and Policies.

Request Support from ExLibris Specialists

A new ProQuest | Ex Libris Support Center 

On November 8, 2021, the ProQuest and Ex Libris Support Centers united to form a single and upgraded customer portal to address products and service needs.

  • For more information on the new ProQuest | Support Portal, please visit the ExLibris Knowledge Center to read an FAQ, review presentation slides, and watch recordings demonstrating the new support portal features.
    • Click here to view the ExLibris webinar presentation to the CCC demonstrating the new support center. Recorded on November 3, 2021.

ExLibris Online Chat Support: ALMA and Primo VE

ExLibris Chat Support Availability

Chat Support Availability

ALMA

Sunday

8:00 - 16:00 CET (Amsterdam)

Monday - Friday

8:00 - 16:00 CET (Amsterdam)

09:00 - 17:00 CST (Chicago)

PRIMO VE

Sunday

8:00 - 16:00 CET (Amsterdam)

Monday - Friday

8:00 - 16:00 CET (Amsterdam)

09:00 - 17:00 CST (Chicago)

*Availability hours may change without notice due to national holidays and staff availability. For updated chat support availability, please check the ExLibris Chat Support Availability webpage.

What kinds of questions should we ask in the ExLibris Chat platform?

Use chat to ask how-to questions, simple configuration questions, behavior questions, and other simple questions

Can I initiate an online chat with ExLibris Support instead of opening a case directly in the Support Portal?

Yes. We encourage you to use the Support Portal for issues which probably require in-depth analysis or a lengthy reproduction effort.

What happens if the issue I report cannot be solved in online chat or needs to be transferred to another team?

Issues or questions which cannot be solved during an online chat session will be handled offline in a regular case.

Who is answering the ExLibris chat?

Online chat is supported by Technical Support Analysts who have the expertise to support the relevant product.

Can anyone use the ExLibris online chat? Does it require registration to the Support Portal?

A dedicated ‘Chat with Support’ role is required to initiate an online chat. Institutional admins will need to define and add this role to the relevant users. User access to the Support Portal isn’t required though. If a non-Support Portal user initiates a chat that results in an offline case, we will create a Support Portal user account for them if needed.

How does online chat support work if we use a shared Support Portal user account?

Online chat support is enabled per user in the platform. Each relevant staff member will need the chat role enabled and the cases created by the chat session will be have their personal user as a contact.

You can ask the Technical Support Analyst to change the contact of the case to the shared user for you.  You can also do it yourself by editing the case in the Support Portal and changing the contact.

Where can I view and refer to the chat session and the case created by it?

Each chat session creates a case and is stored in Salesforce. The case is available in the Support Portal as any other case, but by default does not include the transcript.

The transcript is stored in Salesforce and available to Ex Libris Support, you can ask the analyst to attach it to the case if you would like to view it in the Support Portal.

You can also download the chat transcript during the session by clicking the actions menu to the left of the message box > Save Transcript:

save_transcript.png

Can we report Content-related issues (Community Zone, CDI) using chat?

Yes, you can report content-related issues using chat.

Will online chat be available to Primo end-users or Leganto instructors?

No. The online chat entry point for library staff is Alma and requires a specific user role.