Training
Click here for a guide to Alma knowledge assets
Learn new skills and get certified with our tutorials, recorded training and other materials
- Getting to Know Alma
- If you're just getting started with Alma, watch this series to learn the basics in Alma.
- Alma Essentials
- The Alma Essentials training is the primary way to learn how to work with Alma. Alma Essentials kit, developed in English, is translated to other languages.
- Alma Essentials - English
- Alma Essentials - Deutsch
- Alma Essentials - Español
- Alma Essentials - Français
- Alma Essentials - Italiano
- Alma Essentials - Polski
- Alma Essentials - Português
- Alma Essentials - 中文在线手册
- Alma Essentials - 繁體中文
- Alma Essentials - 日本語
- Alma Essentials - 한국어
- Alma Essentials - العربية
- Alma Essentials - Español América Latina
- Alma Administration Certification
- Alma Administration Certification prepares Administrators and Systems Librarians to respond to Alma library configuration requests. Certification is a required part of Alma implementation at your library, although any Alma users at your library can watch the training sessions.
- Alma Collaborative Networks (Alma Consortia)
- The Alma Collaborative Networks training sessions show how to make use of Alma with your consortium, including the network institution, the Network Zone, acquisitions, cataloging, resource sharing, and much more.
- Resource Sharing
- These sessions introduce and detail the three models of resource sharing in Alma: broker-based, peer-to-peer, and fulfillment networks. Sessions cover resource sharing background, staff workflows, and configuration. These are useful for independent institutions as well as those in a collaborative network (Alma consortium).
- Extended Training
- Advanced Alma Topics and Supplementary Training
- Alma Fiscal Period Closure
- Bindery
- Hebrew Cataloging in the Alma Metadata Editor
- Keep Up With Alma Previous Editions
- More Information About Resource Sharing
- Presentations and Documents
- Presentations and Documents - Acquisitions
- Presentations and Documents - Analytics
- Presentations and Documents - Analytics - Usage and Cost Per Use
- Presentations and Documents - APIs
- Presentations and Documents - Authorities
- Presentations and Documents - Consortia
- Presentations and Documents - Digital
- Presentations and Documents - E Resources and CZ
- Presentations and Documents - Fulfillment
- Presentations and Documents - Letters
- Presentations and Documents - Miscellaneous
- Presentations and Documents - Mixpanel
- Presentations and Documents - Physical inventory
- Presentations and Documents - Primo and Alma
- Presentations and Documents - Related Records
- Presentations and Documents - Resource Management
- Presentations and Documents - Rules
- Presentations and Documents - Serials
- Workshops in Taiwan and Hong Kong Ex Libris Day 2024
- Yale University Training November 2025 - March 2026
- Release Highlights Videos
- Tutorials for new features in Alma.
- Alma Digital
- The Alma Digital training series walks through the process of using the Alma Unified Resource Management (URM) framework to manage your digital resources in Alma. This training is intended for Alma customers who have purchased the Alma Digital add-on for managing digital collections directly in Alma.
- Alma Digital: Overview
- Alma Digital: Managing Collections
- Alma Digital: Managing Digital Resources Manually
- Alma Digital: Bulk Workflow - Introduction to Import Profiles
- Alma Digital: Bulk Workflow - Asset File Naming Conventions
- Alma Digital: Bulk Workflow - Preparing Dublin Core XML Files
- Alma Digital: Bulk Workflow - Preparing MARC XML Files
- Alma Digital: Bulk Workflow - Preparing CSV Files
- Alma Digital: Bulk Workflow - Creating Import Profiles for Dublin Core
- Alma Digital: Bulk Workflow - Creating Import Profiles for MARC
- Alma Digital: Bulk Workflow - Using the Digital Uploader
- Alma Digital: Configuring Viewer Services
- Alma Digital: Submitting Patron and Staff-Mediated Deposits
- Alma Digital: Approving Patron Deposits
- Alma Digital: Creating Deposit Profiles
- Alma Digital: Customizing Labels, Reasons, and Templates
- Alma Digital: Configuring Dublin Core Forms
- Alma Digital: Configure a Deposit Form
- Alma Digital: Configure a Deposit Profile
- Alma Digital: Patron Deposit Overview
- Import Metadata of Digital Records from a Remote Repository
- Migrate a Digital Repository to Alma
- Migrate a Digital Repository to Alma
- Patron Waitlist for Digital Fulfillment Workflows
- Analytics
- With Alma Analytics, you can run reports on your library's activities and make informed decisions on collection development, library administration, and more. In this course, you'll learn how to access and create the different types of Analytics: reports, dashboards, and data visualizations. You'll also learn how to work with Analytics within Alma and get acquainted with some useful out-of-the-box Analytics.
- Learning Paths
- These role/functionality-based learning paths are curated from existing video tutorials and are designed to provide a targeted and quicker onboarding experience for anyone starting to learn Alma.
- Acquisitions Workflows Videos
- Learn more about Acquisitions Workflows; includes how to set up the Acquisitions Infrastructure, how to perform Purchasing, Receiving, and Invoicing for physical materials, and how to update purchase order lines via Acquisitions Jobs.
- Electronic Resources Management Workflow Videos
- Learn more about activating, ordering, and searching electronic resources in the Community Zone.
- Alma Starter
- The Alma Starter training program will provide you with the knowledge and skills you need to use Alma Starter, from the necessary settings and configurations to managing your electronic resources. For administrators, this self-paced curriculum is concluded by an administration certification exam. It is advised that you take the exam after completing the Alma Starter Administration Certification section. Please note that some sessions are relevant for Alma starter institutions that are implementi
- Getting to Know Alma
- Alma Essentials
- Alma Essentials - English
- Terminology and Inventory Models
- User Management
- Loaning
- Renewals and Returns
- Physical Requests
- Booking Requests
- Digitization Requests
- Course Reserves
- Acquisitions Infrastructure
- Purchasing
- Managing Electronic Resources
- Receiving and Invoicing
- Metadata Editor
- Sets and Jobs
- Creating Batches of Records in Alma (Sets) (6 min.)
- Applying Changes to Batches of Records in Alma (Jobs) (6 min.)
- Creating Filtered Sets (6 min.)
- Fulfillment Sets and Jobs (2 min.)
- Acquisitions Jobs (5 min.)
- Resources Sets and Jobs - Change Physical Items (6 min.)
- Import Bibliographic Records in Batch (5 min.)
- Administration Fundamentals
- Interoperability with Discovery
- Hands-On Exercises
- Alma Essentials - Deutsch
- Terminologie- und Bestandsmodule
- Benutzerverwaltung
- Ausleihe
- Verlängerungen und Rückgaben
- Vormerkungen
- Buchungsanfragen
- Digitalisierungsanfragen
- Seminarapparate
- Erwerbungsinfrastruktur
- Erwerben
- Verwaltung elektronischer Ressourcen
- Eingangs-und Rechnungsbearbeitung
- Metadaten-Editor
- Sets und Prozesse
- Grundlagen der Administration
- Interoperabilität mit dem Discovery
- Alma Essentials - Español
- Terminología y modelos de inventario
- Gestionar usuarios
- Hacer préstamos
- Renovaciones y devoluciones
- Solicitudes de ejemplares físicos
- Solicitudes de reserva anticipada
- Solicitudes de digitalización
- Reservas de cursos
- Infraestructura de adquisiciones
- Compras
- Gestionar recursos electrónicos
- Recibir y facturar
- Editor de metadatos
- Conjuntos y tareas
- Fundamentos de la administración
- Interoperabilidad con Descubrimiento
- Alma Essentials - Français
- Terminologie et modèles d’inventaire
- Gestion des utilisateurs
- Prêts
- Renouvellements et retours
- Demandes physiques
- Demandes de réservation
- Demandes de numérisation
- Réserves de cours
- Infrastructure des acquisitions
- Achats
- Gestion des ressources électroniques
- Réception et facturation
- Éditeur de métadonnées
- Ensemble et traitements
- Création de lots de notices dans Alma (Ensembles)
- Application de modifications à des lots de notices dans Alma (Traitements)
- Créer des ensembles filtrés
- Importation de lots de notices bibliographiques
- Ensembles et traitements de services aux usagers
- Traitements d’acquisition
- Ensembles et traitements des ressources - Modifier les exemplaires physiques
- Les fondamentaux de l’administration
- Interopérabilité avec la découverte
- Alma Essentials - Italiano
- Terminologia e modelli di inventario
- Gestione utente
- Prestiti
- Rinnovi e restituzioni
- Richieste fisiche
- Richieste di booking
- Richieste di digitalizzazione
- Course Reserves
- Infrastruttura Acquisizioni
- Acquisti
- Gestione delle risorse elettroniche
- Ricezione e fatturazione
- Editor di metadati
- Set e processi
- Nozioni di amministrazione
- Interoperabilità con Discovery
- Alma Essentials - Polski
- Terminologia i modele zasobów
- Zarządzanie użytkownikami
- Rejestracja wypożyczeń
- Rejestracja prolongat i zwrotów
- Zamówienia na egzemplarze fizyczne / drukowane
- Rezerwacje
- Zamówienia na kopie cyfrowe
- Sylabusy i kursy uniwersyteckie
- Infrastruktura gromadzenia
- Realizacja zakupów
- Zarządzanie zasobami elektronicznymi
- Wpływ i fakturowanie
- Edytor Metadanych
- Zestawy i funkcje specjalne
- Tworzenie i zarządzanie grupami rekordów w Almie (Zestawy)
- Zmiany globalne na grupach rekordów w Almie (Funkcje specjalne)
- Wsadowy import rekordów bibliograficznych
- Zestawy i funkcje specjalne udostępniania
- Funkcje specjalne gromadzenia
- Zestawy i funkcje specjalne – Zmiana danych egzemplarzy
- Tworzenie przefiltrowanych zestawów
- Podstawy zarządzania systemem
- Współpraca z wyszukiwarką
- Alma Essentials - Português
- Terminologia e Modelos de Acervo
- Gerenciamento de Usuários
- Empréstimos
- Renovações e Devoluções
- Solicitações de Itens Físicos
- Solicitações de Reserva Agendada
- Solicitações de Digitalização
- Reservas de Disciplinas
- Infraestrutura de Aquisições
- Compras
- Gerenciar Recursos Eletrônicos
- Recebimento e Faturas
- Editor de Metadados
- Conjuntos e Serviços
- Conceitos Básicos de Administração
- Interoperabilidade com a Descoberta
- Alma Essentials - 中文在线手册
- Alma Essentials - 繁體中文
- Alma Essentials - 日本語
- Alma Essentials - 한국어
- Alma Essentials - العربية
- الموارد الإلكترونية في ألما: المصطلحات ونموذج المخزون
- إدارة المستخدم
- الإعارة
- تجديد الاستعارة وإرجاع المواد المستعارة
- الطلبات المادية
- طلبات الحجز
- طلبات الرقمنة
- مواد الدورات التعليمية
- مقومات الاقتناء
- الشراء
- إدارة الموارد الإلكترونية
- الاستلام والفوترة
- محرر البيانات التعريفية
- المجموعات والمهام
- أساسيات الإدارة
- إمكانية التوافق مع المستكشف
- Alma Essentials - Español América Latina
- Terminología y modelos de inventario
- Gestionar usuarios
- Hacer préstamos
- Renovaciones y devoluciones
- Solicitudes de ejemplares físicos
- Solicitudes de reserva anticipada
- Solicitudes de digitalización
- Reservas de cursos
- Infraestructura de adquisiciones
- Compras
- Gestionar recursos electrónicos
- Recibir y facturar
- Editor de metadatos
- Conjuntos y tareas
- Crear lotes de registros en Alma (conjuntos) (8 min)
- Aplicar cambios a lotes de registros en Alma (tareas) (6 min)
- Crear conjuntos filtrados (6 min)
- Conjuntos y tareas de servicios al usuario (2 min)
- Tareas de adquisiciones (5 min)
- Conjuntos y tareas de recursos: cambiar ejemplares físicos (7 min)
- Importar registros bibliográficos en lote (5 min)
- Fundamentos de la administración
- Interoperabilidad con Descubrimiento
- Hands-On Exercises
- Alma Essentials - English
- Alma Administration Certification
- Alma Administration Certification - English
- Alma Administration Certification Overview
- General
- Acquisitions
- Fulfillment
- Configure Policies and Terms of Use (4 min.)
- Configure Services Displayed to Patrons (3 min.)
- Configure User Blocks (3 min.)
- Configuring Fines and Fees (2 min.)
- Overdue and Lost Loan Profiles (5 min.)
- Patron and Loan Limits (4 min.)
- Fulfillment Configuration Utility (2 min.)
- Calendars (6 min.)
- Managing Libraries and Locations (6 min.)
- Work Orders (7 min.)
- Check Your Knowledge on Fulfillment
- Resources
- Metadata Configuration and Validation (8 min.)
- Configuring Import Profiles (10 min.)
- Brief Level Rules (6 min.)
- Configuring Physical Items (6 min.)
- External Search Resources (4 min.)
- Call Number Mapping (7 min.)
- Customizing Available Search Indexes (4 min.)
- Add MARC Field Indexes to Repository Search (2 min.)
- Publishing Profiles (5 min.)
- Check your Knowledge on Resources
- Analytics
- Alma Administration Certification - Español América Latina
- Alma Administration Certification Overview
- General
- Adquisiciones
- Servicios al usuario
- Configuración de políticas y términos de uso
- Configuración de servicios mostrados a los usuarios
- Configuración de sanciones del usuario
- Configuración de multas y cuotas
- Perfiles de préstamo perdido y vencido
- Límites del usuario y préstamo
- Herramienta de configuración de servicios al usuario
- Calendarios
- Gestión de bibliotecas y ubicaciones
- Órdenes de trabajo
- Verifique sus conocimientos sobre Servicios al usuario
- Recursos
- Configuración y validación de metadatos
- Configuración de los perfiles de importación
- Reglas de nivel breve
- Configuración de ejemplares físicos
- Recursos de búsqueda externa
- Mapeo de signaturas
- Personalización de los índices de búsqueda disponibles
- Perfiles de publicación
- Verifique sus conocimientos sobre Recursos
- Analytics
- Alma Administration Certification - English
- Alma Collaborative Networks (Alma Consortia)
- Resource Sharing
- Introduction to Resource Sharing
- Broker-Based Resource Sharing
- 01 Introduction to Broker-Based Resource Sharing
- 02 Resource Requests in Broker-Based Resource Sharing
- 03 End-to-End Staff Workflows in Broker-Based Resource Sharing
- 04 Institution-Level Configurations for Broker-Based Resource Sharing
- 05 Resource Sharing Library Configurations for Broker-Based Resource Sharing
- Peer-to-Peer Resource Sharing
- 01 Introduction to Peer-to-Peer Resource Sharing
- 02 Patron Requests in Peer-to-Peer Resource Sharing
- 03 End-to-End Staff Workflows in Peer-to-Peer Resource Sharing
- 04 Institution-Level Configurations for Peer-to-Peer Resource Sharing
- 05 Resource Sharing Library Configurations for Peer-to-Peer Resource Sharing
- Fulfillment Networks Resource Sharing
- 01 Introduction to Fulfillment Networks Resource Sharing
- 02 Walk-In Scenario in a Fulfillment Network
- 03 Direct Patron Requests in a Fulfillment Network
- 04 End-to-End Staff Workflows for Direct Patron Requests
- 05 Tracking Patron Resource Sharing Activities
- 06 Configuring a Fulfillment Network
- 07 Linking Users in a Fulfillment Network
- Extended Training
- Learning Portal Login
- Extended Training
- Alma Fiscal Period Closure
- Bindery
- Hebrew Cataloging in the Alma Metadata Editor
- Keep Up With Alma Previous Editions
- More Information About Resource Sharing
- Presentations and Documents
- Presentations and Documents - Acquisitions
- Presentations and Documents - Analytics
- Presentations and Documents - Analytics - Usage and Cost Per Use
- Presentations and Documents - APIs
- Presentations and Documents - Authorities
- Presentations and Documents - Consortia
- Presentations and Documents - Digital
- Presentations and Documents - E Resources and CZ
- Presentations and Documents - Fulfillment
- Presentations and Documents - Letters
- Presentations and Documents - Miscellaneous
- Presentations and Documents - Mixpanel
- Presentations and Documents - Physical inventory
- Presentations and Documents - Primo and Alma
- Presentations and Documents - Related Records
- Presentations and Documents - Resource Management
- Presentations and Documents - Rules
- Presentations and Documents - Serials
- Workshops in Taiwan and Hong Kong Ex Libris Day 2024
- Yale University Training November 2025 - March 2026
- Release Highlights Videos
- Alma Digital
- Alma Digital: Overview
- Alma Digital: Managing Collections
- Alma Digital: Managing Digital Resources Manually
- Alma Digital: Bulk Workflow - Introduction to Import Profiles
- Alma Digital: Bulk Workflow - Asset File Naming Conventions
- Alma Digital: Bulk Workflow - Preparing Dublin Core XML Files
- Alma Digital: Bulk Workflow - Preparing MARC XML Files
- Alma Digital: Bulk Workflow - Preparing CSV Files
- Alma Digital: Bulk Workflow - Creating Import Profiles for Dublin Core
- Alma Digital: Bulk Workflow - Creating Import Profiles for MARC
- Alma Digital: Bulk Workflow - Using the Digital Uploader
- Alma Digital: Configuring Viewer Services
- Alma Digital: Submitting Patron and Staff-Mediated Deposits
- Alma Digital: Approving Patron Deposits
- Alma Digital: Creating Deposit Profiles
- Alma Digital: Customizing Labels, Reasons, and Templates
- Alma Digital: Configuring Dublin Core Forms
- Alma Digital: Configure a Deposit Form
- Alma Digital: Configure a Deposit Profile
- Alma Digital: Patron Deposit Overview
- Import Metadata of Digital Records from a Remote Repository
- Migrate a Digital Repository to Alma
- Migrate a Digital Repository to Alma
- Patron Waitlist for Digital Fulfillment Workflows
- Analytics
- General
- Reports
- Dashboards
- Data Visualizations
- Working with Analytics in Alma
- Useful Out-of-the-Box Analytics
- Monthly Usage Data Dashboard (3 min.)
- Loans, Returns, and Overdue Dashboard (3 min.)
- Claims Dashboard (3 min.)
- Physical Items Dashboard (5 min.)
- Bibliographic Records Distribution Data Visualization (3 min.)
- Physical Books Titles Network View Data Visualization (5 min.)
- Books Retention and Deselection Data Visualizations (5 min.)
- Learning Paths
- Acquisitions Workflows Videos
- Electronic Resources Management Workflow Videos
- Webinars
- Alma Analytics: Become an Expert
- Alma Insights
- Alma Network Zone Consortia Webinar Series
- Ask the Alma Expert
- 2020-09-11 Alma and CDI Activation
- 2020-09-08 The Alma New Metadata Editor
- 2020-08-20 Using Community Cloud Apps In Alma and the Ex Libris Higher Ed Platform
- 2020-08-18 COUNTER Release 5 Usage Data Harvesting in Alma and Alma Analytics
- 2020-06-08 The Alma Print Daemon
- 2020-06-02 Digitization Requests and Document Delivery: Workflow and Processing
- 2020-05-26 Digitization Requests and Document Delivery: Setup and Initial Workflow
- 2020-05-19 Alma Digital: Access Rights and Copyright Declarations
- 2020-05-12 Alma Digital: Digital Deposits (Patron and Staff Mediated)
- 2020-05-05 Alma Digital: Title Level Collections, Digital File Viewers, and Viewer Services
- 2020-04-29 OASIS/Alma End-to-End Workflow for Purchasing Electronic Resources
- 2020-02-26 Introducing LibGuides for Alma
- 2020-02-24 New Features in Alma Fulfillment
- 2020-02-11 Provider Zone Introduction
- 2020-02-10 - Local Extensions for Community Zone Bibliographic Records
- 2020-01-29 - Single Activation: Managing Your CDI Collections From Alma
- 2019-12-17 - New Developments in Alma Analytics
- 2019-11-27 - New Developments in Alma for Letter Printing and Configuration
- 2019-10-30 - My Electronic Resources By Provider
- 2019-10-02 - Using Alma Analytics to Perform Overlap Analysis – Recent Developments
- 2019-01-07 - Recent Developments in Alma Analytics
- 2018-12-10 - The New Alma Analytics Cost Per Use in the E-Inventory Subject Area
- 2018-04-23 - New Consortial Functionality - Shared Users in Network Zone
- 2016-08-17 EDI Workflows
- Implementing Acquisitions in Alma
- Introduction to Resource Sharing
- Managing Electronic Resources
- Managing Print Serials in Alma
- Roadmaps and Themes
- Alma Starter
- Post-Migration

