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
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 |