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Alma Resource Management Guide

This guide explains all aspects of the cataloging process, including loading, editing, and deleting bibliographic records, holdings records, and item records in Alma.

Training Videos

Resource Management Training Videos

 

Before Go-Live

Event/Presenter/Date Description Links
Spring Workshop - Introduction Session
(Ex Libris)
April 5, 2021
 
Workshop Overview
Inventory Model, Searching
User Roles and Tasks
Video Recording
(1hr 1min)
Spring Workshop - Session 3: Part 2
Manual Cataloging and Record Management

(Ex Libris)
April 6, 2021
Post-Receiving Processing & Work Orders
Metadata Editor: Templates, Locked Records, Copy Cataloging
Authority Control
Item Editor
Video Recording
(39min)
Video Recording
(47min)
 
Spring Workshop - Session 4
Bulk Cataloging, Inventory, and Delivery Maintenance

(Ex Libris)
April 6, 2021
Import Profiles
PDA/DDA
Bulk Processing: Records, Inventory, Order Lines, Users
Video Recording
(59min)
Video Recording
(27min)
Spring Workshop - Session 5
Technical Services Q&A
(Ex Libris)
April 6, 2021
Questions and Answers from Attendees Video Recording
(41min)

Work Orders and "Bound With" Related Records
(FLVC)
June 8, 2021

 

Video Recording
(1hr 13min)

Slides

After Go-Live

Event/Presenter/Date Description Links
Fall Workshop - Managing Physical Resources
Session 1 - Alma Overview

(Ex Libris)
Sept. 21, 2021
User Roles and Menus
IZ / NZ / CZ Overview
Data Structures (Physical vs Electronic)
Advanced Searching

Video Recording
(1hr 31min)

Slides

Fall Workshop - Managing Physical Resources
Session 3 - Move Requests/Work Orders/Workflows

(Ex Libris)
Sept. 22, 2021

Post-Receiving Processing
--What Are Your Post-Receiving Processes?
--Customizing Your Statuses
--Managing Your Workflow

Moving Requests and Other Work Orders

--Moving Items Between Locations
--Work Order Types and Departments
--Q&A

Video Recording
Part 1
(1hr 15min)

Video Recording
Part 2
(1hr 26min)

Fall Workshop - Cataloging
Session 2 - Manual Cataloging

(Ex Libris)
Sept. 28, 2021
Metadata Editor Navigation

--Form Editor
--Locked Records
--Headings

Authority Control

--Item Editor
--IZ vs NZ (Overlay, Merge)
--Copy Cataloging / Merge Preview
--Q&A

Video Recording
Part 1
(1hr 22min)

Video Recording
Part 2
(51min)

Fall Workshop - Cataloging
Session 3 - Bulk Processes

(Ex Libris)
Sept. 29, 2021
Bulk Loading Records

--Creating Import Profiles
--Using Import Profiles

 Sets and Jobs

--Logical vs Itemized Sets
--Running Jobs on Sets
--Q&A

Video Recording
Part 1
(1hr 20min)

Video Recording
Part 2
(1hr 26min)