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Alma



Please note: Many of the following documents were created using the old Alma UI. The DALNET office is working to replace them with documents with images from the new UI.

  System Links

Primo Discovery

Support Sites

System Email Lists

Enhancements


Contents
Release Notes
Roadmaps
Ex Libris Essentials
Configuration & General
Acquisitions & Serials
Resource Management
Label Printing
Electronic Resource Management
Fulfillment
Course Reserves
Reports & Alma Analytics
Inventory / Shelf Reports



  Release Notes - DALNET Summaries

October 2017-January 2018 [DALNET .docx]


  Roadmaps

Updated! 2018-2019/20 Alma Roadmap Highlights [Ex Libris .pdf]

2018-2019 Alma Roadmap Highlights [Ex Libris .pdf]


  Ex Libris Essentials (Online Help)

Getting Started

Acquisitions

Fulfillment

Resource Management

Administration

Alma-Primo Integration

Alma Analytics

Integrations with External Systems


  Configuration & General Documents: from DALNET (& Others)

Alma Glossary [Harvard University]


  Acquisitions & Serials: Docs from DALNET (& Others)

Acquisitions Training Materials [Harvard University]

Using MARC Prediction Patterns [Wesley Teal, formerly Wartburg College]

Creating an order for existing inventory [DALNET .docx]

Editing or Deleting a PO Line [DALNET .docx]

Setting Up Serials with Prediction Patterns [DALNET .docx]

Setting up Serials without a Prediction Pattern [DALNET .docx]

Receiving Serials Issues in Alma [DALNET .docx]

Close or Cancel a Subscription in Acquisitions [DALNET .docx]

Fiscal Period Closure [Ex Libris .pdf]

Manually Creating PO Line, Receiving and Claiming [OCC .docx]

Serials: Receiving and Claiming Appendix 1 [OCC .docx]

Alma Prediction Pattern Basics [Becky Bearden, ENUG 2016 .pdf]

Workflows for Binding Print Serials [RMIT University .docx]


  Resource Management: Docs from DALNET (& Others)

Resource Management Training Materials [Harvard University]

Physical Item Cataloging [DALNET Draft .docx]

Adding Holdings & Relinking Items [DALNET .docx]

Cleaning Up Holdings and Items [DALNET .docx]

Collapsing / Cleaning Serials Holdings [DALNET .docx]

Marking an item missing from shelf [DALNET .docx]

Suppressing / Unsuppressing Bibs and Holdings [DALNET .docx]

Importing Films on Demand videos [DALNET .docx]

Importing a Bib Record from NLM via Z39.50 [DALNET .docx]

Importing a Bib Record from OCLC Connexion Client [DALNET .docx]

Helpful Resources for Normalization Rules [DALNET .docx]

An Overview of Alma Normalization Rules [6/1/2017 First Thursday Webinar]

OCLC Connexion Browser Set-Up and Importing into Alma [Renae Keeler, OCL .docx]

Automatically insert call number from bib record into holdings record [DALNET .docx]


  Label Printing: Docs from DALNET (& Others)

Configuring the Label Printing Tool [Ex Libris]

SpineOMatic v. 7.0 Guide [Boston College .pdf]

SpineOMatic [Boston College, GitHub]

SpineOMatic: Label Printing Software for Alma [Ex Libris Developer Network Tech Blog]

Spine Labels [Harvard University]

Label Printers & Labels [Univ. of Rhode Island]

Label Printing from Alma (SpineOMatic) [Univ. of Rhode Island]


  Electronic Resource Management: Docs from DALNET (& Others)

E-resources Training Materials [Harvard University]

MeL Databases in Alma and PCI [9/6/2018 First Thursday Webinar]

Electronic Resource Workflows [Ex Libris .pptx]

Activating Databases (Electronic Collections) in Alma 2018 (with eLibrary example) [DALNET .pdf]

Activating Databases (Electronic Collections) in Alma 2017 [DALNET .pdf]

Activating single electronic portfolios in Alma (i.e. eBooks) [DALNET .pdf]

Activating Electronic Resources - In Batch from the Community Zone (i.e. an eBook collection) [DALNET .docx]

Activating Electronic Resources - In Batch from an Excel File (i.e. an eBook collection) [Jeff Zachwieja, OCC .pdf]

Deleting a Portfolio [DALNET .pdf]


  Fulfillment: Docs from DALNET (& Others)

Circulation, Holds, and Fines Training Materials [Reynolds (VA) Community College]

Fulfillment Training Materials [Harvard University]

Setting Due Dates for After a Break or Closure [DALNET.pdf] | [DALNET.docx]

Disabling Email Notices for Individual Users and Specified User Groups [DALNET.pdf] | [DALNET.docx]

Fines and Fees [Ex Libris .pdf]

Alma Letters [12/7/2017 First Thursday Webinar - Disregard notes about the patron-facing column in the letter emails table. This is only available for multi-lingual institutions.]


  Course Reserves: Docs from DALNET (& Others)

Library Reserves Training Materials [Harvard University]

Alma Reserves [OCC? .docx]

Alma Reserves [RMIT University .pdf]

Adding Citations to a Reading List [SHU .docx]

Adding course for multiple lecturers [RMIT University .pdf]

Adding non-library items to Reserve [RMIT University .pdf]

Adding equipment to Reserve [RMIT University .pdf]

Editing Reading Lists [RMIT University .pdf]


  Reports & Alma Analytics: Docs from DALNET (& Others)

Analytics Training Materials [Harvard University]

Creating Reports in Alma Design Analytics [2/2/2017 First Thursday Webinar]

Three Alma Analytics Reports [2/14/2019 First Thursday Webinar]

Manually Loading Usage Data in Alma [Jeff Zachwieja, OCC .pdf]

Managing COUNTER-Compliant Usage Data [DALNET .PDF]

Managing COUNTER-Compliant Usage Data [DALNET .docx]

Running COUNTER Reports in Alma [DALNET .pdf]

Running COUNTER Reports in Alma [8/3/2017 First Thursday Webinar]

The Friendly Guide to [COUNTER] Release 5 for Librarians [.pdf by Tasha Mellins-Cohen]

Creating Itemized Sets [DALNET .pdf]

Saving and Managing Sets in Alma [5/4/2017 First Thursday Webinar]

Analytics & Reporting [University of Wisconsin-Madison]


  Inventory/Shelf Reports: Docs from DALNET (& Others)

Performing a Physical Item Inventory in Alma (using Shelf Report) [DALNET .docx]

Successfully working with Alma’s Shelf Report tool [Kate Cabe, Western Washington University .pptx]

Example of the Shelf Report Stock Taking Inventory Management Job [Yoel Kortick, Ex Libris]

Shelf Inventory using Alma APIs [Dean Lingley, Purdue University]