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Recommended Online Alma Trainings for Acquisitions and Cataloging

This compilation of recommended Ex Libris Alma Online Trainings was selected by the CARLI Technical Services Committee to assist I-Share members' acquisitions and cataloging staff and administrators in learning how traditional technical services activities and management are accomplished in Alma.

Please contact with any questions, comments, or recommended additions. 

Last updated 2/24/2020

Basic Training for Acquisitions and Cataloging Staff  

Orientation

01 Introduction to Alma Training (11 min)

02 Introduction to Alma (12 min)

Navigation and Searching

01 Navigating in Alma (10 min)

02 Searching in Alma (7 min)

Acquisitions Processing

01 Acquisitions Conceptual Background (11 min)

02 Purchasing Workflows (26 min)

03 Activation Workflows (13 min)

04 Receiving Workflows (17 min)

05 Creating Invoices Manually (12 min)

06 Acquisitions Invoicing Workflows (13 min)

Copy Cataloging

02 Metadata Editor and Cataloging Templates (19 min)

04 Importing Bibliographic, Inventory and Order Records in Batch (9 min)

05 Work Orders (8 min)

Cataloging

01 Creating Sets, Running and Monitoring Jobs (17 min)

02 Metadata Editor and Cataloging Templates (19 min)

03 Local Search Indexes and External Search Resources (5 min)

04 Importing Bibliographic, Inventory and Order Records in Batch (9 min)

05 Work Orders (8 min)

Electronic Resource Management

06 Electronic Resources Conceptual Background (15 min)

01 Creating Sets, Running and Monitoring Jobs (17 min)

04 Importing Bibliographic, Inventory and Order Records in Batch (9 min)

Training for Cataloging and Acquisitions Alma Administrators

Acquisition

01 Acquisitions Conceptual Background (11 min)

Acquisitions 01: Import Profiles Part 1: New Order (14 min)

Acquisitions 02: Import Profiles Part 2: Update Inventory (14 min)

Acquisitions 03: Purchasing and Invoicing Rules (10 min)

Acquisitions 04: Additional Settings (9 min)

Alma Implementation Training: Purchasing and Managing Physical Resources

Alma Implementation Training: Purchasing and Managing Electronic Resources

Cataloging Functions

01 Creating Sets, Running and Monitoring Jobs (17 min)

02 Metadata Editor and Cataloging Templates (19 min)

03 Local Search Indexes and External Search Resources (5 min)

04 Importing Bibliographic, Inventory and Order Records in Batch (9 min)

05 Work Orders (8 min)

Cataloging Configuration

Resources 01: Search Configuration (15 min)

Resources 02: Normalization Rules (11 min)

Resources 03: Normalization Processes (11 min)

Resources 04: Indication Rules (11 min)

Resources 05: Match Methods (15 min)

Resources 06: Merge Methods (15 min)

Resources 07: Import Profiles Part I: Descriptive Metadata (19 min)

Resources 08: Import Profiles Part II: Inventory Creation (17 min)

Resources 09: Metadata Configuration and Controlled Vocabularies (13 min)

Resources 10: Brief Record Levels (13 min) <Brief Levels have already been set up by CARLI>

Resources 11: Cataloger Permission Levels (10 min)

Resources 12: Record Export (13 min)

Resources 13: Call Number Parsing, Barcode Generation, and Description Templates (11 min)

Resources 14: Call Numbers, Libraries, and Locations (7 min)

Reports

01 Introduction to Alma Analytics (18 min)

Analytics 01: Creating Analytics Objects (5 min)

Analytics 02: Analytics User Statistics (8 min)

Systems

Fulfillment 01: Library and Campus Management (9 min)

General 04: Security (7 min)

General 05: Alma Sandbox Management (9 min)

Resources 01: Search Configuration (15 min)

Resources 02: Normalization Rules (11 min)

Resources 03: Normalization Processes (11 min)

Resources 04: Indication Rules (11 min)

Resources 05: Match Methods (15 min)

01 Alma and Primo Interoperability Part 1 (17 min)

02 Alma and Primo Interoperability Part 2 (11 min)

Administrative

Introduction to the Alma Network Zone, August 8, 2019 recording

Introduction to the Alma Community Zone

Local Data in Alma

First Look at Primo VE