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
- 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