Consortial Training Reports
The Alliance evaluates and assesses our consortial training through reports and assessments.
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Training & Documentation Results
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Best Practice: Syncing IZ & NZ Brief Levels for Bibliographic Records
Synchronization of IZ/NZ brief level rules will reduce troubleshooting, better prepare the Alliance for future shared/collaborative work efforts, and aligns with the Alliance’s Work Smart initiative.
Policy: Non overlay full by brief flag
Interim Policy on use of the “Do not override/merge a non-brief record with a brief version” flag in Alma import profiles
Policy: Language of Cataloging
Policy on the language of cataloging used by a cataloging agency. (Not the language of a resource.)
Policy: Activation of Community Zone (CZ) Collection for Ebrary Academic Complete Subscription
It is Alliance policy that all libraries activate the Ebrary Academic Complete collection in Alma’s Community Zone (CZ). In order to achieve efficient maintenance of this consortial resource, libraries should activate the CZ collection, which will then receive updates as the collection is improved.
Policy: Contributing Collections to the CZ
Policy for contributing collections to Alma’s Community Zone (CZ) and editing CZ bibliographic records.
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.
- 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.