Consortial Training Reports
The Alliance evaluates and assesses our consortial training through reports and assessments.
Alliance Training Project Group
The Alliance Training Project Group will develop curated lists of Alliance training resources to support the learning needs of library workers who are new to Alliance work and activities. (This group will be active in February-December 2025.)
Search Alliance Training and Documentation
Training & Documentation Results
61 webpages found in Technical Services
Page 6 of 7
Policy: Cataloging of Titles on Electronic Readers
This policy will enable the Alliance to limit issues from cataloging of titles on electronic readers.
Policy: Bound-withs
Alliance libraries must use the standard method of creating bound-withs in Alma to ensure linking information is stored in the IZ and immune from overlay.
Policy: Level of PCC Contribution
This policy establishes expectations of contributions from members of the Alliance who are also members of the Program for Cooperative Cataloging (PCC).
Policy: Provider-Neutral Records
Following the national standard in using provider-neutral records reduces user confusion over multiple instances of a title in the catalog and leads to better discoverability, while saving time and money.
Policy: Single v. Separate Records
Traditional national practice has been to catalog every manifestation of a title on its own bibliographic record (“separate records”). At the current time, separate records are the dominant approach, but single records are accepted as a variant practice.
Policy: Floor Bibliographic Standards
The purpose of a floor standard for bibliographic records is to specify minimum standards for completeness and content designation. Catalogers must ensure that every record adheres to this floor standard and are encouraged to use their judgement to determine whether additional data elements are beneficial.
Policy: Alma Network Zone
This policy sets out principles regarding working in the Network Zone that Alliance members must follow.
Policy: Cataloging at the WorldCat Level
Due to the technical architecture of the Alma NZ, changes must be entered into the WorldCat bibliographic record or they will be lost when the Alma record is overlaid. By cataloging at the WorldCat level, Alliance members improve discoverability for all Alliance Primo users, not just their own users.
Policy: Use of OCLC and Record Identifiers
The presence of OCLC control numbers in bibliographic records makes it possible to match records in Alma when materials are owned by multiple Alliance libraries.
Import Profiles in Alma
Best practices for batch-loading records to the NZ through Alma import profiles.
- Documentation
- Documentation is primarily text based, but it can incorporate screen captures and other images.
- Training
- Training includes video, audio, recorded sessions, and other resources that demonstrate a principle or process.
The option "Documentation & Training" will return webpages in either category.
Outside the Alliance
Below are external training opportunities and resources that may be of interest to Alliance members.
Ex Libris Knowledge Center
- One stop shopping for documentation, training, articles, and links to other Ex Libris pages (such as Salesforce)
- Alma Training
- Primo Training
OCLC
OCLC’s Web Junction offers courses, webinars, and other training resources.