Training materials created by CSU campuses

Acquisitions

Title	Description	Campus	Format
Acquisitions Administration	Includes a section on workflow rules and a description of the centrally managed Finance integration	CSUN	HANDOUT
Alma purchasing workflows activity	Ex Libris handout with ordering exercises for hands-on training	Ex Libris	HANDS-ON ACTIVITY
Invoice Workflow and Tax	Instructions for creating & deleting invoices, Processing PO Line renewals and handling taxes	CSUN	HANDOUT

Fulfillment

Title	Description	Campus	Format
Alma Terms of Use Logic	Brief description of how TOUs are determined. Includes pairs of patrons and items that produce the relevant TOU in the CSUN Alma instance.	CSUN	HANDOUT
Course reserves training activity	Hands-on activity for creating a new course reserve and reading list citations	CSUN	HANDS-ON ACTIVITY
Circulation desk training activity	Hands-on activity for basic circ desk functionality - check out, check in, mark item as missing, place hold, etc.	CSUN	HANDS-ON ACTIVITY
Circulation how-to training videos	Training videos that cover: Basic Navigation in Alma Checking Out an Item to a Patron How to Add a Note to a Patron's Account How to Create a Hold for a Patron at the Desk How to Log In to Alma How to Pay a Fine How to sign in to primo	SJSU	VIDEO

Resource Management

Title	Description	Campus	Format
Repository Search Activity	Hands-on activity for getting started with Alma's repository search	CSUN	HANDS-ON ACTIVITY
Creating Sets Activity	Hands-on activity for creating a new set	CSUN	HANDS-ON ACTIVITY
Resource Management Administration	Description of available resource management configurations including Norm rules, Match & merge methods, Import Profiles and Authorities in Alma.	CSUN	HANDOUT
Metadata Editor and templates activity	Ex Libris handout containing hands-on exercises using the Metadata Editor	Ex Libris	HANDS-ON ACTIVITY
Metadata Editor and templates	Description of menu options in the Metadata Editor, overview of cataloging steps and how to use templates	CSUN	HANDOUT
Post-Receiving processing	Overview of processing physical materials using a work order	CSUN	HANDOUT
Setting up OCLC Connexion to Export to Alma	Description of how CSUN configured their Connexion client to export records to Alma	CSUN	HANDOUT
Normalization, Merge, Match and Indication Rules	Overview of Normalization, Merge, Match and Indication Rules with examples of when you would use each	CSUN	HANDOUT
Copy Cataloging in Alma	Powerpoint with step-by-step procedure on copy-cataloging a new title with a record from Search External Resource	CSUN	PRESENTATION
Inventory records in Alma	Powerpoint showing how to add a holdings and item records to an existing bibliographic record	CSUN	PRESENTATION
Normalization Rules in Alma	Powerpoint showing how to make changes to records with conditional statements	CSUN	PRESENTATION
Indication Rules in Alma	Powerpoint showing how to filter a set of record by MARC field and subfield	CSUN	PRESENTATION
Exporting MARC data	Powerpoint showing how to export MARC data from Alma via MARCedit and then into an Excel spreadsheet	CSUN	PRESENTATION
Import Profiles	Creating and configuring import profiles	CSUN	HANDOUT
Import Profiles - Functional call notes	Notes from the 10/26/16 Functional call with Ex Libris review of import profile creation, monitoring import issues, what to consider re: NZ import profiles.	CSUN	HANDOUT

Electronic Resources

Title	Description	Campus	Format
Electronic Resources overview	Overview of electronic resource structure and terms, and includes a hands-on activity	CSUN	HANDOUT

Alma Administration

Title	Description	Campus	Format
Finding and Managing Users	Hands-on activity for locating and modifying a user record	CSUN	HANDS-ON ACTIVITY

Primo

Title	Description	Campus	Format
Primo Ranking Customization	Examples of types of boosting in Primo	CSUN	HANDOUT

Multiple functional areas

Title	Description	Campus	Format
Alma libguide	An actively changing libguide that covers the basics of Alma as well as links to documentation, workflows and activities for each functional area.	CalState LA	LIBGUIDE