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: 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.
Alma Indication Rules: Tips and Tricks for Alliance Members
This FAQ addresses questions gathered from the Technical Services community about indication rules.
Best Practice: Adding missing ISBNs to existing WorldCat records
When Alliance catalogers find Network Zone records that lack ISBNs, the ISBNs should be added to the WorldCat master record.
Alma Daily Bib Record Updates & OCLC WorldShare Collection Manager
The document describes both the WorldCat Collection Manager that is used to create the daily files of new, updated, merged, and deleted WorldCat records for the Alliance, and the Alma NZ import profiles that are used to load the records into the NZ.
Archives West and Encoded Archival Description (EAD) Documentation
Documentation and trainings for Encoded Archival Description (EAD)
- 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.