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.)
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Training & Documentation Results
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Policy: Overlaying Brief Bibs in the Network Zone
This policy addresses when to overlay brief bibs contributed by other Alliance libraries.
Procedures: Overlay in Alma
Procedures for overlaying a bibliographic record in the IZ and/or NZ.
Policy: Overlay in Alma
This document describes policy and methods for overlaying individual bibliographic records in Alma with records exported from OCLC Connexion client or brought into the Network Zone (NZ) from daily OCLC loads.
Bibliographic Records with Multiple OCLC Numbers – Summary and Cleanup
This FAQ addresses the problems caused when bib records in the Alliance Network Zone (NZ) contain two or more different OCLC numbers in separate 035 subfields.
Policy: Numeric Character References
This policy is about the use of Numeric Character References (NCRs) in MARC cataloging records.
Alma Merge Rules in the NZ Account
This document lists each of the merge rules created in the NZ along with the purpose and text of each rule.
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.
- 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.