Library Guides: Alma Training: Resource Management

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).

Getting to Know Alma
"Orientation" series includes short videos with total running time of 15-16 minutes. At the end of the two searching videos, there is a handout of the last video. Other videos are arranged by topic and are more detailed for each area; running times are listed.
Alma Essentials
Includes videos, terminology/documentation, and links to specific sub-topics which are quite detailed. If you've already watched "Getting to Know" series, you can start with "Navigating in Alma" rather than the orientation.
Alma LibGuide from ExLibris
A very detailed LibGuide from ExLibris with links to videos, documents, updates, etc.

Documentation

Day 1 Tasks for Cataloging
List of tasks required on August 3, 2020, to catch up backlog and move forward.
Using the Acquisitions Work Order
How to use the AcqWorkOrder to track physical materials before they go to the shelves.
When Circulation wants to send an item to Technical Services (Draft 9/20)
How an AcqWorkOrder can be placed on a circulating item that needs to be repaired when it's returned and what Technical Services should do when the item gets there.

Alma Resource Management Training Classes

Please see details for Alma cataloging training on this LibGuide page.

Contact a trainer: Janey Chao, Junli Diao, Ewa Dzurak, Rebecca Hyams, Patrick Raftery, Lisa Tappeiner

Alma Training Class Recordings June 10-12, 2020

Training Materials

Prerequisites:

Getting to Know Alma

Alma Essentials

Training workshop slides

Coming soon:

Module 5 - Working with Electronic Inventory (i.e. Portfolios)

Module 6 - Cataloging on Connexion Client

OCLC Training materials

Connexion Client training materials
9 modules from a basic introduction to WorldCat, MARC and the client to searching, copy cataloging and original cataloging
Connexion Browser training materials
8 modules from an introduction to WorldCat, MARC and the browser interface to original cataloging.
How to set up Connexion
Links to Technical Services LibGuide with Connexion instructions

Alma Training: Resource Management

Getting Started with Alma

Documentation

Alma Resource Management Training Classes

Alma Training Class Recordings June 10-12, 2020

Training Materials

OCLC Training materials

Recommended Videos

Other Resource Management Documentation

Contact Information