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.

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


Bookings	40 mins	ZIP files
Advanced Terms of Use troubleshooting	1hr 11 mins	Notes 11/17/16
Admin Fundamentals: User Mgmt & Fulfillment	48 mins	Answers
Resource Management Admin	1 hr 27 mins	Answers
Acquisitions Admin	34 mins	Answers
Admin Fundamentals: User Mgmt & Fulfillment	48 mins	Answers
Operational Reports	1 hr 53 mins	Handout
Work orders and Batch	1 hr 5 mins	Answers
Searching and users	56 mins	Answers

Access Services|Fulfillment

READ		WATCH
All You Wanted To Know About Course Reserves in Alma	12 pp.	01 Working at the Circulation Desk	13 min
All You Wanted To Know About Fulfillment in Alma	56 pp.	02 Physical Item and Move Requests	12 min
All You Wanted To Know About Resource Sharing in Alma	17 pp.	03 Course Reserves	12 min
		04 Booking Requests	7 min
Online Help - Fulfillment		Administration - Fulfillment 01 Org Structure	62 min
		Administration - Fulfillment 02 Circ Desks, Printers, Remote Storage	57 min
		Administration - Fulfillment 03 Infrastructure	47 min
		Administration - Fulfillment 04 Troubleshooting	36 min
		Administration - Fulfillment 05 Blocks, Renewals, Lost Loans, Requests, Limits	48 min
		Administration - Fulfillment 06 Digital Fulfillment	33 min
		Administration - Fulfillment 07 Discovery Display	60 min
		Administration - Fulfillment 08 Courses and Reading Lists	17 min
		Administration - Fulfillment 09 Resource Sharing	77 min
		Administration - Fulfillment 10 Letters	39 min
		Administration - User Management 02 Patron Configurations	49 min


Letters and notices	1 hr 8 mins	Notes
Fulfillment: handling fines/fees; tracking lost / claimed returned / missing items (patron services, shelf report, work order, analytics)	52 mins	Alma Notes 2/9/17 020717 Fines fees lost.docx
ILL integrations: ILLiad	1 hr	ZIP File
Advanced Terms of Use troubleshooting	1 hr 11 mins	Notes 11/17/16
Effective Searching Methods	1 hr 15 mins	Notes 09/15/16
Admin Fundamentals: User Mgmt & Fulfillment	48 mins	Answers
Course Reserves & Bookings	47 mins	Answers
Fulfillment	28 mins	Answers
Course Reserves	1 hr 26 mins

Analytics

READ		WATCH
All You Wanted To Know About Reports, Statistics and Analytics in Alma,	33 pp.	101 Connecting and Navigating around Alma Analytics	18 min
		201 Modify Canned Report: Electronic inventory	17 min
Online Help - Analytics		202 Modify Canned Report: Physical inventory	25 min
Online Help - Primo Analytics		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

Analytics Functional Calls and training sessions with Ex Libris

Fulfillment: handling fines/fees; tracking lost / claimed returned / missing items (patron services, shelf report, work order, analytics)

52:34

Alma Notes 2/9/17

020717 Fines fees lost.docx

More training in Analytics (part 1, part 2)

Notes 1/5/17

Analytics

1:41:45

Handout

Discovery

READ		WATCH
All You Wanted To Know About Alma Primo Integration	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
Introduction to Primo	43 mins	Primo Notes 10/06/16
Publishing platform, pipes, PNX	50 mins	Primo Notes 10/13/16
Normalization Rules	1 hr	Chat
Scopes, views, labels	43 mins	Chat
C onfiguring Views	1 hr	Primo Chat 2/2/17
Using the sandboxes and setting up/scheduling pipes	48 mins	Primo Chat 2/9/17 01CALS Primo Sandbox.pdf
Primo Analytics	38 mins	Primo Chat 2/16/17
Boosting	1 hr	N/A
Setting up and scheduling pipes	53 mins	N/A
FRBR and Dedup	55 mins	FRBR-DEDUP_CalState.pptx
Primo First Look/Configurations	1 hr 11 mins	Slides

Systems

READ		WATCH
All You Wanted To Know About Authentication and Authorization in Alma	10 pp.	3rd Party Integration
All You Wanted To Know About Remote Storage in Alma	10 pp.	EOD Import	4 min
All You Wanted To Know About Security in Alma	8 pp.	External Resources Search	4 min
All You Wanted To Know About User Management in Alma	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 Integration Profiles	45 min

WATCH
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
Administration - User Management 01 Roles & Scopes	23 min

Tech Services

READ		WATCH
All You Wanted To Know About Acquisitions in Alma	53 pp.	Administration - Resource Management 01 Work Orders	23 min
All You Wanted To Know About Collaborative Networks in Alma	25 pp.	Administration - Resource Management 02 Search Indexes & External Search Resources	25 min
All You Wanted To Know About E-Resource Management in Alma	28 pp.	Administration - Resource Management 03 Norm Rules, Merge & Match Methods	55 min
All You Wanted To Know About Print Serials Management in Alma	22 pp.	Administration - Resource Management 04 Metadata Configuration and Controlled Vocab	21 min
All You Wanted To Know About Repository Searching in Alma	13 pp.	Administration - Resource Management 05 Import Profiles	51 min
All You Wanted To Know About Resource Management in Alma	47 pp.	Administration - Resource Management 06 Misc Configuration	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	Alma Chat Transcript 2/16/17
Serials part 2: prediction and claiming	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	Notes 11/15/16 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	Notes 10/20/16
Effective Searching Methods	1 hr 15 mins	Notes 09/15/16
Resource Management Admin	1 hr 27 mins	Answers
Work orders and Batch	1 hr 5 mins	Answers
Resource management	1 hr 26 mins	Answers

E-Resource Management Functional Calls with Ex Libris
ERM topics (part 1: Display Logic Rules, GES, openURL best practices, troubleshooting issues) (Megan)	1 hr 5 mins	Chat Transcript
ERM topics (part 2: Maintaining and updating e-resources and portfolios that are already activated in Alma (Megan)		Notes & Chat
Shared e-resource activation	1 hr 32 mins	Notes 11/10/16
E-resources activation, video streaming for systemwide purchases	1 hr 20 mins	ZIP
Effective Searching Methods	1 hr 15 mins	Notes 09/15/16
E-resources	1 hr 27 mins	Answers

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
	Administration - Acquisitions 01 Import Profiles	38 min
	Administration - Acquisitions 02 Workflow Rules	29 min
	Administration - Acquisitions 03 Misc. Configuration	28 min

Acquisitions Functional Calls with Ex Libris
Tech services integrations: YBP; CCC GetItNow	1 hr	Gobi Ordering with YBP.pptx ExL files
NZ admin and shared acquisitions	1 hr 7 mins	Notes 12/8/16
Patron Driven Acquisition (note: this is an MP4)	1 hr	Notes 11/15/16
PDA/DDA	1 hr	ZIP
Creating and editing NZ bib records for ordering purposes	1 hr	Notes 09/29/16
Effective Searching Methods	1 hr 15 mins	Notes 09/15/16
Acquisitions Admin	35 mins	Answers
Purchase Orders	1 hr	Answers

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	06 Electronic Resources Conceptual Background	12 min
06 E-Acquisitions Workflows and Management in Alma Network Zone
07 PDA Management in Alma Network Zone
08 Fulfillment Networks