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Oboarding Training Tracker - [Generic College Name]

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The table below provides a list of recommended training and learning activities in order of priority and due date.

Phase/Stream

Activity

Links and Notes

Due Date

Complete

Get Ready

[All]

Watch Alma Collaborative Networks "Fundamentals" (~20 mins)

Alma Collaborative Networks - Introduction (~10 mins)
Shared Bibliographic Records in the Network Zone (~10 mins) 

Friday, Sep 24

  • Complete

Review "Alma Migration Considerations for Consortia"

Alma Migration Considerations for Consortia

Friday, Sep 24

  • Complete

Onboarding

[“Generic” Group]

Complete Migration Tutorials

[Centriva/ Evergreen/ Mandarin]

General

Overview of Migration (Guide)

Thur, Sep 30

  • Complete

Tips for Completing the Alma Migration Form (Tutorial)

Thur, Sep 30

  • Complete

Non-Ex Libris ILS Migrations

General Alma Migration – Inventory (Tutorial)

Thur, Sep 30

  • Complete

General Alma Migration – Fulfillment (Tutorial)

Thur, Sep 30

  • Complete

Electronic Systems Migrations

Migration of Physical to Electronic (P2E) Resources in Alma (Tutorial)

Thur, Sep 30

  • Complete

360RM and Intota Migration (Tutorial)

Thur, Sep 30

  • Complete

Link Resolver to Alma Activations (Tutorial)

Thur, Sep 30

  • Complete

Start to explore the Generic Alma Data Delivery and Migration Guide

Generic Alma Data Delivery and Migration Guide

Thur, Sept 30

  • Complete

Onboarding [All]

Complete User Management Course (~15 mins)

Link: User Management
Learn how to create and edit users in Alma, and assign them roles and privileges.
15-16 minutes

  • Click above link

  • Click arrow to start the video

  • Click "Start Course" - allow the page and video to load

  • Note:  May need to scroll down to see videos within courses

  • Scroll down after viewing videos to see additional information

Optional content within this course and exercises: ~20-30 mins

Fri, Oct 1

  • Complete

Review "Technical Requirements for Alma and Discovery Implementation" documentation

Technical Requirements for Alma and Discovery Implementation

Mon, Oct 4

  • Complete

Complete Acquisitions Course (~25 mins)

Link: Acquisitions

Learn how to create and edit users in Alma, and assign them roles and privileges.  
20-22 minutes

  • Click above link

  • Click arrow to start the video

  • Click "Start Course" - allow the page and video to load

  • Watch the first video for Acquisitions Overview

  • Note:  May need to scroll down to see videos within courses

  • Scroll down after viewing videos to see additional information

Optional content within this course and exercises: ~60-90 mins

Fri, Oct 8

  • Complete

Complete Resources Course (~20 mins)

Link: Resources

Learn how to add and edit bibliographic records and activate electronic collections in Alma. 
20 minutes

  • Click above link

  • Click arrow to start the video

  • Click "Start Course" - allow the page and video to load 

  • Note:  May need to scroll down to see videos within courses

  • Scroll down after viewing videos to see additional information

Optional content within this course and exercises: ~60-90 mins

Fri, Oct 15

  • Complete

Test Your Knowledge for GTKA

Link: Quiz

The purpose of the Getting to Know Alma (GTKA) quiz is to both assess your understanding of the concepts reviewed during the GTKA training series, and to provide your library with an opportunity to identify areas for discussion with your Ex Libris team. You will be able to email the results at the conclusion of the quiz.

Fri, Oct 29

  • Complete

Onboarding [Symphony Group]

Complete Migration Tutorials [Symphony]

General

Migration Overview (Guide)

Fri, Oct 8

  • Complete

Tips for Completing the Alma Migration Form (Tutorial)

Fri, Oct 8

  • Complete

Non-Ex Libris ILS Migrations

General Alma Migration – Inventory (Tutorial)

Fri, Oct 8

  • Complete

General Alma Migration – Fulfillment (Tutorial)

Fri, Oct 8

  • Complete

Symphony (Sirsi) to Alma Acquisitions Tutorial (Tutorial)

Fri, Oct 8

  • Complete

Electronic Systems Migrations

Migration of Physical to Electronic (P2E) Resources in Alma (Tutorial)

Fri, Oct 8

  • Complete

360RM and Intota Migration (Tutorial)

Fri, Oct 8

  • Complete

Link Resolver to Alma Activations (Tutorial)

Fri, Oct 8

  • Complete

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