Alma Training and Documentation

Staff Training

Training Videos and Documents
Video Corresponding Documents
1. Intro to Alma Cataloging Video Library Location Codes Spreadsheet
2. Intro to Searching in the Network Zone Video Intro to Searching in the Network Zone Document
Alma Search Parameters Spreadsheet
3. Intro to Alma Holding Records Video Intro to Alma Holding Records Document
4. Intro to Alma Item Records Video Intro to Alma Item Records Document
5. Moving Alma Item Records Video Moving Alma Item Records Document
6. Moving Alma Item Record To New Holding Video Moving Alma Item Record To New Holding Document
7. Add Holding and Item To Bib in NZ Video Add Holding and Item To Bib in NZ Document
8. Moving Holding Record to Different Bib Video Moving Holding Record to Different Bib Document
9. Link a Full Level IZ Bib to NZ Video Link a Full Level IZ Bib to NZ Document
10. Browse Shelf Listing Video Browse Shelf Listing Document

 

Videos and Webinar Recordings

ExLibris Training Videos
Alma Essentials – English https://knowledge.exlibrisgroup.com/Alma/Training/Alma_Essentials/Alma_Essentials_-_English
Harvard Online Training Videos
Alma https://wiki.harvard.edu/confluence/display/LibraryStaffDoc/Alma+Training+Videos
CARLI Recommended Webinars
Recommended Online Alma Trainings for Acquisitions and Cataloging https://www.carli.illinois.edu/products-services/i-share/alma/recommended_acq_cat_train
CARLI Alma Implementation Training Webinar Series https://www.carli.illinois.edu/products-services/i-share/alma/secure/AlmaImplementationTrainingSeries
UIUC Training Sessions on Primo
January 16 (login required) https://mediaspace.illinois.edu/media/t/1_ec7f89pk/127798621
February 4 https://uofi.app.box.com/s/hz4z1ukf2a9vvmsgynjj5ukc5jhlmb1q
February 11 https://uofi.app.box.com/s/86jcwipv1ba912oqcywo8t7p46yznbu5
February 21 https://uofi.app.box.com/s/d6un5ns63q539cgmmepz0bnlxe7987fl
February 25 https://uofi.app.box.com/s/vqcb0wpnbb0dfkgf3c1g97o5kz5yk5ze
March 3 https://uofi.app.box.com/s/qao9u99rc9vze3rdmy0njrq8mmvdghw6
March 10 https://uofi.app.box.com/s/ylumlj5mm3rqoaqmx763jtb3xijw2ps5

 

Documentation

Acquisitions Documentation
Alma Wiki (login required) https://wiki.illinois.edu/wiki/display/libacquis/ALMA
Acquisitions Workflows Bootcamp (ELUNA 2019 presentation) https://knowledge.exlibrisgroup.com/@api/deki/files/73269/Alma_Acquisitions_Workflows_Bootcamp.pptx?revision=1

 

Cataloging Documentation
1. View Holdings in the Institution Zone
2. Manage Column Display in List of Holdings
3. Edit an Existing Holding Record and Item Record in the Institution Zone
4. Create a New Holding Record in the Institution Zone
5. Search in the Institution Zone for an Item Record by Barcode
6. Add a Duplicate Copy (Item Record) in the Institution Zone
7. Search in the Network Zone and Add Local Inventory
8. Browse shelf listing
9. Create & Use Template for Holding Record
10. Specify Work Order (Process Type)

 

Hands-on Exercises (Alma login required)

Alma Hands-on Exercises
General Searching https://s3.eu-central-1.amazonaws.com/exl-edu.com/Consulting_Services/2020/01_Alma_Searching-Hands-On.docx
Acq – Purchasing Physical Resources https://s3.eu-central-1.amazonaws.com/exl-edu.com/Consulting_Services/Cycle_4/06_Alma_Purchasing_Workflows_Physical_Resources-Hands-On.docx
Acq – Receiving and Invoicing Physical Resources https://s3.eu-central-1.amazonaws.com/exl-edu.com/Consulting_Services/Cycle_4/06_Alma_Receiving_Invoicing_Workflows_Physical_Resources-Hands-On.docx
Cat – Cataloging and Working with Physical Inventory https://s3.eu-central-1.amazonaws.com/exl-edu.com/Consulting_Services/Cycle_4/08_Alma_Cataloging_Physical_Inventory-Hands-On.docx
Harvard wiki – Cataloging exercises https://wiki.harvard.edu/confluence/display/LibraryStaffDoc/Cataloging+Exercises
Metadata Editor shortcuts https://s3.eu-central-1.amazonaws.com/exl-edu.com/Consulting_Services/Cycle_4/08_Alma_Metadata_Editor_Shortcuts.docx

 

 

Updated 05/08/2020 TL