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Alma Starter

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Description

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 implementing full acquisitions. 

Alma Starter Essentials

Terminology and Inventory Models

  1. Electronic Resources In Alma - Terminology and Inventory (5 min)
  2. Electronic Resources in Alma - The Three Zones (6 min)
  3. Managing User Roles (5 min)

Acquisitions Infrastructure

  1. Acquisitions Overview (4 min)
  2. Vendors (5 min)
  3. Licenses (4 min)

Managing Electronic Resources

  1. Activating Electronic Resources (7 min)

 

 
Alma Acquisitions
* Relevant for customers with full acquisitions   
  1. Purchasing Overview (4 min)
  2. Ledgers and Funds (6 min)
  3. Creating Orders (4 min)
  4. Purchasing Electronic Resources (10 min)
  5. Import Records in Batch for New Orders  (6 min)
  6. Invoicing  (7 min)
  7. Acquisitions Jobs  (5 min)
  8. Starting and Managing Trials (13 min)

Additional Essentials Training

  1. Metadata Editor Overview (5 min)
  2. Creating Batches of Records in Alma (Sets) (7 min)
  3. Creating Filtered Sets (6 min)
  4. Import Bibliographic Records in Batch ( 5 min)

Interoperability with Discovery

  1. Alma and Primo Integration Overview (3 min)
  2. Configuring Direct Linking (2 min)
  3. Configuring Display Logic Rules (6 min)
  4. Configuring General Electronic Services (3 min)

 

 

 

 

Primo VE
* Relevant for customers with Primo VE  
  1. Alma and Primo Integration Overview (3 min)
  2. Introduction (5 min)
  3. Discovery and Delivery (6 min)
  4. Central Discovery Index (9 min)
Alma Starter Administration Certification

Alma Starter Administration
* For all customers

Alma Administration Certification Overview

  1. Introduction to Alma Administration (5 min)
  2. Scheduling and Monitoring Jobs (5 min)
  3. Managing License Terms (4 min)
  4. Configure Services Displayed to Patrons (3 min)
  5. External Search Resources (4 min)
  6. Customizing Available Search Indexes (4 min)
  7. Metadata Configuration and Validation (8 min)
  8. Configuring Import Profiles (10 min)
  9. Brief Level Rules (6 min)
  10. Publishing Profiles (5 min)

Alma Acquisition Administration
* Relevant for customers with full acquisitions

  1. Fiscal Period Closure (6 min)
  2. Configuring Reporting Codes (5 min)
  3. Configure Purchasing and Invoice Rules (8 min)
  4. Acquisition Methods (4 min)
  5. Integration with External Systems (6 min)
  6. Configuring Import Profiles (10 min)
  7. Analytics Reports (8 min)

Primo VE Administration
* Relevant for customers with Primo VE

Primo VE Administration Certification Overview

  1. View Configuration (6 min)
  2. Label Configuration (4 min)
  3. Search Configuration (6 min)
  4. Local Fields (11 min)
  5. User Interface Customization (7 min)
  6. External Data Sources (12 min)
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    Language
    English
    Product
    Alma
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