| Table of Contents |
|---|
Project Managers
To Read:
- Millennium and Sierra (III) to Alma Migration Guide (III libraries), 47 pp.
Voyager to Alma Migration Guide (Voyager libraries), 72 pp.
- Getting Ready for Alma and Primo Implementation (optional - some general info), 27 pp.
The 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.
To View:
- Alma Migration Form Instructions - Non-Ex Libris (III libraries), 1 hour
- Alma Migration Form Instructions - Voyager (Voyager libraries), 43 min.
- From SFX To Alma, 8 min.
- The Physical to Electronic (P2E) Conversion Process, 30 min.
Access Services
To Read:
Alma Online Help:
...
To View:
- 01 Working at the Circulation Desk, 13 min.
- 02 Physical Item and Move Requests, 12 min
- 03 Course Reserves, 12 min.
- 04 Booking Requests, 7 min.
- 05 Digitization Requests, 7 min.
Analytics
To Read:
Alma Online Help:
To View:
- 101 Connecting and Navigating around Alma Analytics, 18 min.
- 201 Modify Canned Report: Electronic inventory, 17 min.
- 202 Modify Canned Report: Physical inventory, 25 min.
- 203 Modify Canned Report: Fulfillment, 29 min.
- 204 Modify Canned Report: Acquisitions, 28 min.
- 301 Create Report: Duplicate Physical Holdings, 9 min.
- 302 Create Report: Physical Items that Will be Declared Lost Tomorrow, 12 min.
- 303 Create Report: Count Users by Group and Users Group Null, 8 min.
- 401 Making New Reports Available to Staff Users in Alma, 8 min.
- 501 Ustat - Usage Statistics Service, 14 min.
Discovery
To Read:
Alma Online Help:
Primo Product Documentation
To View:
- 01 Introduction to Primo, 10 min.
- 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.
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 PDS Configuration, 24 min.
- Primo Ranking Customization, 22 min.
Systems
To Read:
To View:
3rd party integration
- EOD Import, 4 min.
- External Resources Search, 4 min.
- 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
- 01 Introduction, 4 min.
- ACQ-01 - Import Profiles, 8 min.
- ACQ-02 - Acquisition Workflow Rules, 9 min.
- ACQ-03 - Finance Integration, 7 min.
- FL-01 - Organizational Structure, 9 min.
- FL-02 - Circulation Desks, 9 min.
- FL-03 - Fulfillment Units, 5 min.
- FL-04 - Additional Fulfillment Configuration, 6 min.
- RM-01 - Work Orders, 7 min.
- RM-02 - Local Search Indexes and External Search Resources, 5 min.
- RM-03 - Normalization Rules, Merge Methods and Match Methods, 13 min.
- RM-04 - Import Profiles, 8 min.
- RM-05 - Authorities, 9 min.
- UM-01 - User Management Basics, 11 min.
- UM-02 - Creating and Updating User Records, 12 min.
- UM-03 - Exporting Blocks, Fines and Fees, 11 min.
- User Management, 14 min.
Tech Services
To Read:
- Migration to Alma Serial Prediction (III Serials staff & faculty), 5 pp.
To View:
Acquisitions
- 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.
Cataloging
...
Looking for an overview?
Start by looking through the “All You Wanted to Know” documents and view videos in your functional area.
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 | |||
| 36 min | |||
| 48 min | |||
| 33 min | |||
| 60 min | |||
| 17 min | |||
| 77 min | |||
| 39 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 | ||
| 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. | Electronic Resources Conceptual Background (video) | 12 min |
| SFX to Alma Migration Guide | 14 pp. | Ask the Alma Expert : E-Resources Architecture and Concepts, part 1 | |
| Managing Electronic Collections | Ask the Alma Expert: E-Resources Architecture and Concepts, part 2 (video) | 1 hr | |
| Repository Search in a Collaborative Network |
| 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 |