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CUNY LIBRARIES ARE OPEN both ONLINE and on campus! We are open online for reference & instruction. E-resources are fully available. CUNY Libraries physical spaces are also open for quiet study, computers and wifi, materials pickup, and more. Please note that library plans are subject to change based on the evolving pandemic situation and plans at each campus. At this time, due to the pandemic, campus access (including libraries) may be restricted to each campus’ current students, faculty and staff. Some libraries require reservations. Please check our College Libraries page for details about the library you plan to visit.

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Alma Training: Trainer Resources

Staff Trainer Overview

Thank you for being a staff trainer for the CUNY Alma implementation. This guide provides a structure for your own Alma learning, and for creating training for your library's staff.

Here's how to use this guide:

  1. Work through this page from top to bottom. The cross-functional features like Search, creating Sets of records, running batch change Jobs, and working with Analytics are needed for work in all areas.
  2. Work through your functional area(s):
    1. Read and work through the Training Script(s) at the top. The script will walk you through how to view, create, edit, and maintain records in your functional area, and through the steps of basic processes such as circulation or ordering materials. There is a list of Tasks at the end of each script for suggested practice activities.
      These scripts are also for you to use as the start of your own training materials. They're Word files, so you can customize them as needed with specific CUNY policies, procedures, or information.
    2. Review what's on the Ex Libris Training Guide page. Watch the training videos and read any additional Ex Libris documentation for a deeper understanding of what you learned through the scripts.
    3. Take what you've learned and practice it on your own, using examples from your own work. Use the Tasks at the end of the training scripts for ideas, if needed.
    4. Repeat for the next functional area.
  3. Discuss the training scripts and any questions with the rest of your trainer cohort. What questions came up for you as you worked through the scripts and videos? What policies or procedures does CUNY or your library need to develop between now and staff training? What else do you need to effectively train staff?
  4. Download and customize the training scripts based on those conversations. Identify or create example records, such as borrowers or orders, that will let you easily demonstrate the basic processes and also the "weird stuff."
  5. Practice. Practice training with other staff trainers, so you can learn from each other's training styles. Then practice with staff at your institution, for other perspectives on the scripts and examples.
  6. As CUNY develops a schedule and outline for training, conduct your sessions and revise your scripts based on feedback.

Cross-Functional Training Resources

Search, Sets, and Jobs

Fulfillment Training Resources

Acquisitions Training Resources

Resource Management & Cataloging Training Resources

E-Resources Training Resources

Analytics Training Resources

Even more than Acquisitions or Cataloging, Analytics is a challenging topic to write a generic script for. The Ex Libris Training Guide provides good documentation to be introduced to Analytics. After that, use your knowledge of your data to build sample reports and show others how to use this powerful tool.

Watch the videos and review the documentation below in order, then visit the Training Guide to learn more.


Alma Trainer Training Series

In addition to providing self-guided training modules and scripts, Alma training consultant Jennifer Koerber also provided 2-hour sessions on various topics throughout April and May 2020.