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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.
Have a specific Alma question?
Online Help articles are good places to find detailed, specific information pertaining to particular Alma functions and tasks.
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Project Managers
| READ | WATCH | ||
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| 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. |
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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
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
Access Services
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| All You Wanted To Know About Course Reserves in Alma | 12 pp. | 01 Working at the Circulation Desk |
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Analytics
To Read
Alma Online Help
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| READ | WATCH | ||
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| All You Wanted To Know About Reports, Statistics and Analytics in Alma, | 33 pp. | 101 Connecting and Navigating around Alma Analytics |
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Discovery
To Read
Alma Online Help
Primo Product Documentation
To View
| READ | WATCH | ||
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| All You Wanted To Know About Alma Primo Integration | 20 pp. | Alma and Primo Interoperability Part I |
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| 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 PDS Configuration, 24 min.
- Primo Ranking Customization, 22 min.
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Systems
To Read
All You Wanted To Know About Authentication and Authorization in Alma, 10 pp.
All You Wanted To Know About Remote Storage in Alma, 10 pp.
All You Wanted To Know About Security in Alma, 8 pp.
All You Wanted To Know About User Management in Alma, 15 pp.
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.
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- 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
All You Wanted To Know About Acquisitions in Alma, 53 pp.
All You wanted To Know About Collaborative Networks in Alma, 25 pp.
All You Wanted To Know About E-Resource Management in Alma, 28 pp.
All You Wanted To Know About Print Serials Management in Alma, 22 pp.
All You Wanted To Know About Repository Searching in Alma, 13 pp.
All You Wanted To Know About Resource Management in Alma, 47 pp.
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.
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- 01 Creating Sets, Running and Monitoring Jobs, 15 min.
- 02 Metadata Editor and Cataloging Templates, 19 min.
- 03 Configuring External Search, 5 min.
- 04 Importing Bibliographic, Inventory and Order Records in Batch, 8 min.
- 05 Work Orders, 8 min.
- 06 Electronic Resources Conceptual Background, 12 min.
- Network Zone
- 01 Alma Network Zone Topology – Introduction
- 02 Shared Bibliographic Records in the Network Zone - Principles and Overview
- 03 Importing Bibliographic Records
- 04 Day-to-Day Cataloging Activities in a Network Zone
- 05 Central Publish to External Catalog From the Alma Network Zone
- 06 E-Acquisitions Workflows and Management in Alma Network Zone
- 07 PDA Management in Alma Network Zone
- 08 Fulfillment Networks
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