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Look at this two page diagram of Alma and Primo for a high-level overview of what information is in each zone and what shows up in Primo search results.
Have a specific Alma question?
Online Help articles are good places to find detailed, specific information pertaining to particular Alma functions and tasks.
| Table of Contents | ||
|---|---|---|
|
Project Managers
| READ | WATCH | ||
|---|---|---|---|
| Millennium and Sierra (III) to Alma Migration Guide (III libraries) | 47 pp. | Alma Migration Form Instructions - Non-Ex Libris (III libraries) | 1 hour |
| Voyager to Alma Migration Guide (Voyager libraries) | 72 pp. | Alma Migration Form Instructions - Voyager (Voyager libraries) | 43 min |
| Getting Ready for Alma and Primo Implementation (optional - some general info) | 27 pp. | From SFX To Alma | 8 min |
| Electronic Resource Handling in Alma Migration (All libraries) | 14 pp. | The Physical to Electronic (P2E) Conversion Process | 30 min |
| Alma Migration Considerations for Consortia (All libraries, about records in the NZ) | 15 pp. | ||
Individuals performing data extraction should read the following:
- Extracting Records from Millennium and Sierra (III) for Migration to Alma, 19 pp.
- Millennium and Sierra (III) to Alma Data Delivery Specification, 32 pp.
- Voyager to Alma AutoExtract Migration (Voyager libraries), 14 pp.
- Sarina's Data extraction document
Administration and misc Alma functions
| Functional Calls with Ex Libris | ||
|---|---|---|
40 mins | ||
1hr 11 mins | ||
48 mins | ||
1 hr 27 mins | ||
34 mins | ||
48 mins | ||
1 hr 53 mins | ||
1 hr 5 mins | ||
56 mins |
Access Services|Fulfillment
| READ | WATCH | ||||||
|---|---|---|---|---|---|---|---|
| 12 pp. | 01 Working at the Circulation Desk | 13 min | |||||
| 56 pp. | 02 Physical Item and Move Requests | 12 min | |||||
| 17 pp. | 03 Course Reserves | 12 min | |||||
| 04 Booking Requests | 7 min | ||||||
| Online Help - Fulfillment | 62 min | ||||||
| 57 min | ||||||
| 47 min | |||||||
Administration - Fulfillment 04
| 36 min | ||||||
Administration - Fulfillment 05 Blocks, Renewals, Lost Loans, Requests, Limits
| 48 min | ||||||
Administration - Fulfillment 06
| 33 min | ||||||
| 60 min | |||||||
| 17 min | ||||||
Administration - Fulfillment 09
| 77 min | ||||||
Administration - Fulfillment 10
| 39 min | ||||||
Administration - User Management 02
| 49 min | 49 min | |||||
| Fulfillment Functional Calls with Ex Libris | ||
|---|---|---|
1 hr 8 mins | ||
52 mins | ||
1 hr | ||
1 hr 11 mins | ||
1 hr 15 mins | ||
48 mins | ||
47 mins | ||
28 mins | ||
1 hr 26 mins |
|
Analytics
| Analytics Functional Calls and training sessions with Ex Libris | ||
|---|---|---|
52:34 | ||
| ||
1:41:45 |
Discovery
| READ | WATCH | ||
|---|---|---|---|
| 20 pp. | Alma and Primo Interoperability Part I | 18 min | |
| Alma and Primo Interoperability Part II | 11 min | ||
| Online Help - Alma-Primo Integration | 01 Introduction to Primo | 10 min | |
| Primo Product Documentation | 02 What is Discovery and Delivery | 7 min | |
| 03 Primo Central Index | 11 min | ||
| 04 Branding Primo | 12 min | ||
| 05 Introduction to Primo PNX and Publishing | 11 min | ||
| Primo PDS Configuration | 24 min | ||
| Primo Ranking Customization | 22 min | ||
| Back office | |||
| 01 Primo Back Office Overview | 17 min | ||
| 02 Primo Administrative Structure | 7 min | ||
| 03 Primo Publishing Platform | 15 min | ||
| 04 Publishing Platform: Pipes Configuration | 12 min | ||
| 05 PNX, | 13 min | ||
| 06 Normalization Rules Overview | 13 min | ||
| 07 Normalization Rules Configuration | 12 min | ||
| 08 Normalization and Delivery Template Mapping Tables | 11 min | ||
| 09 Local Search Scopes | 14 min | ||
| 10 Primo Views | 18 min | ||
| 11 Updating Display Labels | 7 min | ||
| Primo Functional Calls with Ex Libris and the CSU | ||
|---|---|---|
43 mins | ||
50 mins | ||
1 hr | ||
43 mins | ||
1 hr | ||
48 mins | ||
38 mins | ||
1 hr | N/A | |
53 mins | N/A | |
55 mins | ||
1 hr 11 mins |
Systems
| READ | WATCH | |||
|---|---|---|---|---|
| 10 pp. | 3rd Party Integration | |||
| 10 pp. | EOD Import | 4 min | ||
| 8 pp. | External Resources Search | 4 min | ||
| 15 pp. | Resolver Proxy | 3 min | ||
| Self-Check Machines | 5 min | |||
| Student Information System | 3 min | |||
| How to Fill Out the Integration Form | 3 min | |||
| LDAP Authentication | 3 min | |||
| Repository Import | 2 min | |||
| EDI (Electronic Data Interchange) | 2 min | |||
| SAML-Based User Authentication | 3 min | |||
| Finance | 3 min | |||
Administration - User Management 03
| 45 min | |||
Tech Services
| READ | WATCH | ||
|---|---|---|---|
| 53 pp. |
| 23 min | |
| 25 pp. |
| 25 min | |
| 28 pp. |
| 55 min | |
| 22 pp. |
| 21 min | |
| 13 pp. |
| 51 min | |
| 47 pp. |
| 29 min | |
| Migration to Alma Serial Prediction (III Serials staff & faculty) | 5 pp. |
| Resource Management Functional Calls with Ex Libris | Files | |
|---|---|---|
| Serials part 1: receiving workflows | 1 hr 14 mins | |
| 1 hr 20 mins | ZIP File | |
| Batch change of inventory and other data (jobs) | 1 hr 8 mins | Notes 12/15/16 |
| Additional questions around workflows incorporating the Network Zone | 46 mins | ZIP |
Authority Control: Global CZ Management | 032317 Authorities.pptx Chat | |
Patron Driven Acquisition (note: this is an MP4) (11/15/16 session) PDA/DDA (10/27/16 session) | 1 hr 1 hr | ZIP 10/27/16 |
| Detailed Metadata editor functionality and cataloging | 55 mins | Notes 09/22/16 |
| Creating and editing NZ bib records for ordering purposes | 1 hr | Notes 09/29/16 |
| Batch changes of bibs (Norm Rules) | 1 hr 9 mins | Notes 10/06/16 |
| Merge rules and their relationships to preferred records in both import profiles and external resources searching | 43 mins | Notes 10/13/16 |
| Setting up and using import profiles | 58 mins | |
| Effective Searching Methods | 1 hr 15 mins | |
| Resource Management Admin | 1 hr 27 mins | |
| 1 hr 5 mins | ||
1 hr 26 mins |
| E-Resource Management Functional Calls with Ex Libris | ||
|---|---|---|
1 hr 5 mins | ||
1 hr 32 mins | ||
E-resources activation, video streaming for systemwide purchases | 1 hr 20 mins | |
1 hr 15 mins | ||
1 hr 27 mins |
Acquisitions
| WATCH | |||
|---|---|---|---|
| 01 Acquisitions Conceptual Background | 11 min | ||
| 02 Purchasing Workflows | 30 min | ||
| 03 Receiving and Activation Workflows | 26 min | ||
| 04 Invoicing Workflows | 28 min | ||
| Advanced | |||
| MF-02 Invoicing Workflows | 41 min | ||
| MF-03 Invoicing and Tax | 36 min | ||
| MF-05 A Little about Fiscal Period Close | 26 min | ||
| 38 min | |||
| 29 min | |||
| 28 min | |||
| Acquisitions Functional Calls with Ex Libris | ||
|---|---|---|
1 hr | ||
1 hr 7 mins | ||
Patron Driven Acquisition (note: this is an MP4) | 1 hr | |
1 hr | ||
1 hr | ||
1 hr 15 mins | ||
35 mins | ||
1 hr |