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| 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
Access Services
| 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 | ||
Administration - Fulfillment 02 Circ Desks, Printers, Remote Storage
| 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 | ||
Administration - Fulfillment 07
| 60 min | ||
Administration - Fulfillment 08
| 17 min | ||
Administration - Fulfillment 09
| 77 min | ||
Administration - Fulfillment 10
| 39 min | ||
Administration - User Management 02
| 49 min | ||
Analytics
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 | ||
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. |
Administration - Resource Management 01
| 23 min | |
| 25 pp. |
Administration - Resource Management 02 Search Indexes & External Search Resources
| 25 min | |
| 28 pp. |
Administration - Resource Management 03 Norm Rules, Merge & Match Methods
| 55 min | |
| 22 pp. |
Administration - Resource Management 04 Metadata Configuration and Controlled Vocab
| 21 min | |
| 13 pp. |
Administration - Resource Management 05
| 51 min | |
| 47 pp. |
Administration - Resource Management 06
| 29 min | |
| Migration to Alma Serial Prediction (III Serials staff & faculty) | 5 pp. | ||
| SFX to Alma Migration Guide | 14 pp. |
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 | |
Cataloging
| READ | WATCH | ||
|---|---|---|---|
| Network Zone Power Points | 01 Creating Sets, Running and Monitoring Jobs | 15 min | |
| 01 Alma Network Zone Topology – Introduction | 02 Metadata Editor and Cataloging Templates | 19 min |
| 02 Shared Bibliographic Records in the Network Zone - Principles and Overview | 03 Configuring External Search | 5 min |
| 03 Importing Bibliographic Records | 04 Importing Bibliographic, Inventory and Order Records in Batch | 8 min |
| 04 Day-to-Day Cataloging Activities in a Network Zone | 05 Work Orders | 8 min |
| 05 Central Publish to External Catalog From the Alma Network Zone | 12 min | ||
06 E-Acquisitions Workflows and Management in Alma Network Zone | |||
| 08 Fulfillment Networks |