Training materials created by CSU campuses


Acquisitions

TitleDescriptionCampusFormat
Acquisitions Administration

Includes a section on workflow rules and a description of the centrally managed Finance integration

CSUN

HANDOUT

Alma purchasing workflows activityEx Libris handout with ordering exercises for hands-on trainingEx Libris

HANDS-ON ACTIVITY

Invoice Workflow and TaxInstructions for creating & deleting invoices, Processing PO Line renewals and handling taxesCSUN

HANDOUT


Fulfillment

TitleDescriptionCampusFormat
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 activityHands-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

TitleDescriptionCampusFormat
Repository Search ActivityHands-on activity for getting started with Alma's repository searchCSUN

HANDS-ON ACTIVITY

Creating Sets ActivityHands-on activity for creating a new setCSUN

HANDS-ON ACTIVITY

Resource Management AdministrationDescription of available resource management configurations including Norm rules, Match & merge methods, Import Profiles and Authorities in Alma.CSUN

HANDOUT

Metadata Editor and templates activityEx Libris handout containing hands-on exercises using the Metadata EditorEx 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 processingOverview of processing physical materials using a work orderCSUN

HANDOUT

Setting up OCLC Connexion to Export to AlmaDescription of how CSUN configured their Connexion client to export records to AlmaCSUN

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 AlmaPowerpoint with step-by-step procedure on copy-cataloging a new title with a record from Search External ResourceCSUN

PRESENTATION

Powerpoint showing how to add a holdings and item records to an existing bibliographic recordCSUN

PRESENTATION

Normalization Rules in AlmaPowerpoint showing how to make changes to records with conditional statementsCSUN

PRESENTATION

Powerpoint showing how to filter a set of record by MARC field and subfield

CSUN

PRESENTATION

Powerpoint showing how to export MARC data from Alma via MARCedit and then into an Excel spreadsheet

CSUN

PRESENTATION

Import ProfilesCreating and configuring import profilesCSUN

HANDOUT

Import Profiles - Functional call notesNotes 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

TitleDescriptionCampusFormat
Electronic Resources overviewOverview of electronic resource structure and terms, and includes a hands-on activityCSUN

HANDOUT

Alma Administration

TitleDescriptionCampusFormat
Finding and Managing UsersHands-on activity for locating and modifying a user recordCSUN

HANDS-ON ACTIVITY

Primo

TitleDescriptionCampusFormat
Primo Ranking Customization

Examples of types of boosting in Primo

CSUN

HANDOUT

Multiple functional areas

TitleDescriptionCampusFormat
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