Consortial Training Reports
The Alliance evaluates and assesses our consortial training through reports and assessments.
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Non-serial E-Resources in Alma: Best Practices for Local Collections
This document provides best practices for Alliance libraries as they manage non-serial electronic resources in Alma within the context of current functionality and partial consortial migration.
Policy: Network Zone Record Deletion – Import Profiles
This policy ensures incoming institutions can match to Network Zone records and is critical to preserve bibliographic records in the Network Zone.
Policy: Minimum Acquisitions Data
ndicating inventory (holdings, items, and portfolios) in Alma’s Network Zone for materials both ordered and cataloged will avoid unnecessary duplication, allow member libraries to make acquisitions decisions based on the most current and accurate data, and support increased collaborative technical services and cooperative collection development between Alliance libraries.
Local Fields Best Practices, FAQ, and Tables
This page contains best practices and FAQs about local fields in Alma.
Policy: Importing Records to the Network Zone Without Consistent OCLC Numbers
This policy specifies the process for loading bibliographic records from vendors that do not supply OCLC control numbers (OCNs).
Guidelines for Editing PCC Bibs in WorldCat
These guidelines clarify what can be edited by NACO/SACO institutions and non-NACO/SACO institutions.
Policy: Deleting bare Network Zone Records from an IZ
This policy ensures operators working in an Institution Zone do not delete Network Zone records that appear bare, but in fact may be linked to bound-with titles in a local IZ.
Creating a Set of Boundwith Records
These instructions show one method of creating a set of boudwith records so they can be excluded from other sets.
Automatic loading of WorldShare Collection files via FTP
When files in WorldShare Collections reach the 31-day mark of existence they will be placed in a ZIP file. This document explains the impact on Alliance libraries and what needs to be done.
Alma OCA Normalize Process
Normalization rules can be grouped together and packaged into a single process which can then be used in both import profiles and external system configurations (e.g., the Alma configuration for OCLC’s Connexion imports) to modify all bibliographic records being imported into Alma.
- 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.