Skip to main content
ExLibris

Knowledge Assistant

BETA
 
Alma

 

Ex Libris Knowledge Center
  1. Search site
    Go back to previous article
    1. Sign in
      • Sign in
      • Forgot password
  1. Home
  2. Alma
  3. Product Documentation
  4. Alma Online Help (English)
  5. Alma Starter

Alma Starter

  1. Last updated
  2. Save as PDF
  3. Share
    1. Share
    2. Tweet
    3. Share
No headers

This page is a central hub for Alma Starter documentation, providing users with direct access to information on workflows, configuration, how tos, and more.

See the following links for Alma Starter training and webinars:

  • Alma Starter Training
  • Managing Electronic Resources Webinars
     

Getting Started.PNG

  • Getting Started
     

ERM.PNG

Managing Electronic Resources
  • Working with Electronic Resources - Overview
  • Working with Community Zone Electronic Resources
  • Working with Local Electronic Resources
  • Link Resolver
  • My Electronic Resources by Provider
  • Electronic Resources – Scenarios and Workflows
  • Best Practice and How Tos - Electronic Resource Management
  • Limiting Actions Related to Portfolios and E-collections According to User Role Scope
  • Q&A: Limiting Actions Related to Portfolios and E-collections According to User Role Scope
  • Configuring Distributed Access to Electronic Resources

Metadata Management

  • Introduction to Metadata Management
  • Quick Edit
  • Navigating the Metadata Editor Page
  • Working with Rules
  • Browse and Search
  • Working with Bibliographic Records
  • Working with Authority Records
  • Search Indexes
  • Metadata Management Configuration

Acquisitions.PNG

Vendors, Licenses, and Usage Data

  • Managing Vendors
  • Managing Licenses and Amendments
  • Configuring License Sections Order
  • Managing License Terms
  • Configuring License Storage Locations
  • Configuring License Review Statuses
  • Viewing User-Created License Terms that Appear in Primo
  • Configuring License Term Controlled Vocabulary Values
  • Set up SUSHI to Automatically Retrieve COUNTER Reports
  • Managing COUNTER-Compliant Usage Data
  • SUSHI Vendor Lists

Full Acquisitions

This section is relevant only to customers with full acquisition workflows

  • Introduction to Acquisitions
  • Purchasing
  • Closing, Reopening, and Relinking PO Lines
  • Invoicing
  • Deferrals
  • Processing Claims
  • Evaluations and Trials
  • Renewals
  • Managing Funds and Ledgers
  • Transferring Money Between Allocated Funds
  • Moving Funds
  • Advanced Tools
  • Best Practice and How Tos - Acquisitions
  • Configuring Acquisitions
  • Configuring E-Task Statuses

Admin and Discovery.PNG

Administration

  • Roles and Registration Configuration
  • User Management
  • Managing Search Queries and Sets
  • Managing Jobs
  • DARA – Data Analysis Recommendation Assistant

 

About Alma

  • Alma User Interface – General Information
  • Alma Sandbox Environments
  • Recommended Configuration to Account for Sandbox Refresh
  • Alma Local Backup
  • Alma Glossary
  • Security and Data Privacy
  • Alma Subscription Termination and Data Retrieval

Integrations with External Systems

  • Introduction
  • Authentication
  • Resource Management
  • Integrations with External Systems Tutorials
  • Acquisitions (for Full Acq Only)

 

Discovery

  • Alma Single Activation Source for CDI
  • Alma-Primo Integration
  • Alma-Summon Integration
  • Primo VE
  • Using the Alma Services Page for Link Resolving

 

View article in the Exlibris Knowledge Center
  1. Back to top
    • Working with Analytics Objects
    • Integrations with External Systems
  • Was this article helpful?

Recommended articles

  1. Article type
    Guide
    Content Type
    Documentation
    Language
    English
    Product
    Alma
  2. Tags
    This page has no tags.
  1. © Copyright 2025 Ex Libris Knowledge Center
  2. Powered by CXone Expert ®
  • Term of Use
  • Privacy Policy
  • Contact Us
2025 Ex Libris. All rights reserved