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 CARLI support with any questions, comments, or recommended additions. 

Last updated 2/24/2020

Basic Training for Acquisitions and Cataloging Staff  

Orientation

Orientation (15-16 min)

Acquisitions (20-22 min)

Resources (19-20 min)

Acquisitions

Acquisitions Infrastructure

Acquisitions Overview (4 min)

Vendors (5 min)

Ledgers and Funds (6 min)

Licenses (4 min)

Purchasing

Purchasing Overview (4 min)

Creating Orders (4 min)

Purchasing Physical Items (7 min)

Purchasing Electronic Resources (10 min)

Import Records in Batch for New Orders (6 min)

Receiving and Invoicing

Receive Physical Items (6 min)

Invoicing (7 min)

Managing Electronic Resources

Activating Electronic Resources (7 min)

Starting and Managing Trials (5 min)

Sets and Jobs

Creating Batches of Records in Alma (Sets) (7 min)

Applying Changes to Batches of Records in Alma (Jobs) (5 min)

Acquisitions Jobs (5 min)

Cataloging

Metadata Editor

Metadata Editor Overview (5 min)

Editing Records in the Metadata Editor (6 min)

Record Actions in the Metadata Editor (3 min)

Working with Record Templates (5 min)

Search and Browse in the Metadata Editor(6 min)

Sets and Jobs

Creating Batches of Records in Alma (Sets) (7 min)

Applying Changes to Batches of Records in Alma (Jobs) (5 min)

Resources Sets and Jobs - Change Physical Items (7 min)

Import Bibliographic Records in Batch (5 min)

Work Orders

CARLI Office Hours: Work Orders (1 hour)

Training for Cataloging and Acquisitions Alma Administrators

Acquisitions Configuration

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 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

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)

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)

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