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Project Managers
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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 | ||
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Project Managers
| READ | WATCH | ||
|---|---|---|---|
| Millennium and Sierra (III) to Alma Migration Guide (III libraries) | |||
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| 47 pp. | Alma Migration Form Instructions - Non-Ex Libris (III libraries) | 1 hour | |
| Voyager to Alma Migration Guide (Voyager libraries) |
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| 72 pp. | Alma Migration Form Instructions - Voyager (Voyager libraries) | 43 min | |
| Getting Ready for Alma and Primo Implementation (optional - some general info) |
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| 27 pp. | From SFX To Alma |
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| 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
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- 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
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 | ||
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| 12 min |
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Analytics
To Read
Alma Online Help
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| 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 | ||
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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 |
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Analytics
| READ | WATCH | ||
|---|---|---|---|
| 33 pp. | 101 Connecting and Navigating around Alma Analytics | ||
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| 18 min |
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| 17 min |
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| 28 min |
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| 9 min |
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| 12 min |
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| 8 min |
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| 8 min |
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Discovery
To Read
Alma Online Help
Primo Product Documentation
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| 14 min |
| Analytics Functional Calls and training sessions with Ex Libris | ||
|---|---|---|
52:34 | ||
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1:41:45 |
Discovery
| READ | WATCH | ||
|---|---|---|---|
| 20 pp. | Alma and Primo Interoperability Part I | ||
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| 18 min |
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| 11 min |
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| 10 min |
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| 7 min |
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| 11 min |
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| 12 min |
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| 11 min | |||
| Primo PDS Configuration | 24 min | ||
| Primo Ranking Customization | 22 min | ||
| Back office | |||
| 01 Primo Back Office Overview | |||
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| 17 min |
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| 7 min |
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| 15 min |
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| 12 min |
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| 05 PNX, | 13 min |
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| 13 min |
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| 12 min |
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| 11 min |
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| 14 min |
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| 18 min |
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Systems
To View
3rd party integration
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| 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 | |||
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| WATCH | |
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| Administration | |
| 01 Introduction | |
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| 4 min |
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| 8 min |
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| 9 min |
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| 7 min |
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| 13 min |
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| 11 min |
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| 12 min |
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| 11 min |
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| 14 min |
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Tech Services
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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) |
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To View
Acquisitions
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| 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 | |||
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| 41 min |
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| 36 min |
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| 26 min |
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Cataloging
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| 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 |