Consortial Training Reports
The Alliance evaluates and assesses our consortial training through reports and assessments.
Search Alliance Training and Documentation
Training & Documentation Results
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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.
Rights Statements Decision Matrix
The Rights Statements Decision Matrix assists in ensuring that digital collections have clear rights statements, promotes interoperability within Alliance institutions’ metadata records developed from diverse repositories, and facilitates access to digital content by end users.
Rights Statements in Digital Collections
This documentation assists institutions in providing clear rights statements for digital objects to comply with the Alliance’s Dublin Core Best Practices.
Dublin Core Best Practices
These best practices guide Alliance members who create and manage digital object metadata.
Primo Release Testing
Documentation for testing monthly releases in the Primo Premium Sandbox.
Import Profiles in Alma
Best practices for batch-loading records to the NZ through Alma import profiles.
Technical Services Documentation
Policies, best practices, and procedures related to Technical Services.
- 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.