Implementation Webinars
This is a series of recorded webinars intended for new customers going through implementation, presented to help you better understand the choices you will need to make for your institution as you migrate to Alma.
View the prerequisite training before you watch each webinar - they have been structured to build your knowledge for that specific webinar's topic. Refer to the Alma Glossary if you need help with the vocabulary used in Alma.
Alma Inventory Model and Searching |
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Description: Introduces the inventory model upon which Alma is based. The inventory model will be demonstrated with numerous examples of searching in the repository. Prerequisites: |
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Acquisitions Infrastructure |
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Description: Focuses on the infrastructure that needs to be in place to perform Acquisitions activities. Includes an overview of Ledgers and Funds, Vendors and roles. Prerequisites: Acquisitions Conceptual Background (EN), (ES), (FR), (IT), (ZH) - 11 minutes |
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Electronic Resources Infrastructure |
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Description: Examines the infrastructure and overall management of electronic resources in Alma. Includes an introduction to working with the Community Zone Updates Task List. Prerequisites: Electronic Resources Conceptual Background (EN), (ES), (FR), (IT), (ZH) - 15 minutes Alma Community Zone Intro and Task List (EN) - 14 minutes |
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Fulfillment Infrastructure |
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Description: Looks at the infrastructure that ultimately controls Fulfillment activities in Alma: Fulfillment Units and Terms of Use, Block Preferences, Patron and Loan Limits, as well as the Fulfillment Configuration Utility among other things. Prerequisites: Organizational Structure (EN), (ES), (FR), (IT), (ZH) - 9 min Fulfillment Units (EN), (ES), (FR), (IT), (ZH) - 8 min Additional Fulfillment Configurations (EN), (ES), (FR), (IT), (ZH) - 8 min |
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Resource Sharing Models |
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Description: Introduces Resource Sharing in Alma and options for integration with external interlibrary loan systems. Prerequisites: Resource Sharing Models (EN) - 4 minutes |
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Purchasing Workflows for Physical Resources |
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Description: Concentrates on the workflow for ordering, receiving, and invoicing of physical materials. Prerequisites: Purchasing Workflows (EN), (ES), (FR), (IT), (ZH) - 26 minutes Receiving Workflows (EN), (ES), (FR), (IT), (ZH) - 17 minutes Creating Invoices Manually (EN), (ES), (FR), (IT), (ZH) - 12 minutes |
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Purchasing Workflows for Electronic Resources |
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Description: Goes through the workflow for ordering, activating, and invoicing of electronic resources. Prerequisites: Purchasing Workflows (EN), (ES), (FR), (IT), (ZH) - 26 minutes Activation Workflows (EN), (ES), (FR), (IT), (ZH) - 13 minutes Creating Invoices Manually (EN), (ES), (FR), (IT), (ZH) - 12 minutes |
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Cataloging and Working with Physical Inventory |
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Description: Focuses on working in the Metadata Editor and creating physical inventory for existing as well as managing newly acquired items. Prerequisites: Metadata Editor and Cataloging Templates (EN), (ES), (FR), (IT), (ZH) - 19 minutes |
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Day-to-Day Patron Services |
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Description: Goes through day-to-day patron services at a Circulation desk. Includes loans, renewals, returns, as well as patron requests. Prerequisites: Working at the Circulation Desk (EN), (ES), (FR), (IT), (ZH) - 13 minutes Physical Item and Move Requests (EN), (ES), (FR), (IT), (ZH) - 12 minutes |
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Import Profiles |
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Description: Examines options for creating import profiles that may be used to add files of Bibliographic records to Alma along with creating inventory (physical and electronic) and/or purchase order lines (POLs). Prerequisites: Importing Bibliographic, Inventory, and Order Records in Batch (EN), (ES), (FR), (IT), (ZH) - 9 minutes |
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Course Reserves |
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Description: Begins with a review of infrastructure needed for Course Reserves and continues with the mechanics of creating courses and reading lists. Prerequisites: |
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Introduction to Analytics |
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Description: Introduces Alma Analytics as a reporting tool. Includes details on the infrastructure, running and modifying out-of-the-box analyses as well as creating new analyses. Prerequisites: Introduction to Analytics (EN), (ES), (FR), (IT), (ZH) - 18 minutes |
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