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Alma Training: E-Resources

Getting Started with Alma

Ex Libris videos provide an introduction to Alma and some basic acquisitions workflows. However, CUNY will have an Institution Zone, Network Zone, and Community Zone. Be aware that most Ex Libris videos do not mention the Network Zone (a collaborative feature for consortia).

SFX to Alma Migration

The following is a list of fields that migrate from SFX to Alma, so local settings and notes should migrate.


  • Target internal name
  • Global public name
  • Local public name
  • Global threshold
  • Indication which threshold is active
  • Character Set
  • Aggregator
  • Authentication note
  • General note
  • Internal note
  • Indication if the target is local
  • Institute information – public name


  • Object
  • Global parser
  • Local parser
  • Global threshold
  • Local threshold
  • Indication of which threshold is active
  • Global parse param
  • Local parse param
  • Linking param
  • Linking value
  • Proxy
  • Authentication_note
  • General_note
  • Internal_note
  • Indication if portfolio is local


  • Service
  • Global public name
  • local public name
  • Site down
  • Site down date
  • Site down reason
  • Is free
  • Global parser
  • Local parser
  • Global parse param
  • Local parse param
  • Linking param
  • Linking value
  • Autoactive
  • Autoupdate
  • Use proxy
  • Crossref supported
  • Crossref disabled
  • Linking param
  • Linking value


  • Global Object Bibliographic Records from SFX are managed by the CZ.
  • Local Object Bibliographic Records associated with global or local portfolios are migrated as local Bibliographic records.

Training materials

We are looking for feedback about the session:

Bonus Content:

In March 2020, SUNY held an entire series of Eresource webinars (a year after their go-live). Access them here:


Below are scripts you can use before you attend our Q&A sessions (and in future!)