Evergreen to Alma Translation Guide

The following information is a collection of common library tasks from Evergreen to Alma.

This table provides:

a list of common library tasks (column 2)
how they are named and where they are located in Evergreen (column 3)
how they are named in Alma with links to training videos & information (column 4)

You can use the table to find tasks you used to do in Evergreen and then learn about how to do them in Alma by watching the videos or reading the information provided.

	Common Tasks	Evergreen	Alma

	Common Tasks	Evergreen	Alma
1	Circulation Tasks: Checking in and out items	Circulation: Check in/Check out	Fulfillment: Check-out/Check-in – Manage Patron Services Checking Out Items [3 mins] Returning items [2 mins]
2	Renewing Items	Circulation: Renew Items	Fulfillment: Check-out/Check-in - Manage Services Renewals [2 mins]
3	Placing a Hold on Materials	Search: Search for Patrons /Holds/Place Hold	Fulfillment: Creating an Item Request/Hold Physical Items Requests [4 mins]
4	Creating a New User Account	Circulation: Register Patron	Admin: User Management/Users Adding and editing (existing) user profiles [5 mins]
5	Editing a User Account	Search: Search for Patrons/Edit	Admin: User Management/Users Adding and editing (existing) user profiles [5 mins]
6	Paying a Fine	Search: Search for Patrons/Bills/Pay Bill	Admin: User Management/Waiving Fines Viewing a Patron’s Fines and Fees [web page] Receiving Payment for Fines and Fees [web page]
7	Looking up an Item/Bib Record	Search: Search the Catalogue	Top Tool Bar: Item Search Searching in Alma [web page] Searching for Titles by Call Number Range [YouTube, 2 mins]
8	Creating a Record	Cataloging: Search the Catalogue	Resources: Creating and Editing Records Creating and Editing a Record [6 mins] Metadata Editor (MDE) [web page]
9	Editing a Record	Cataloging: Create New MARC Record	Open record in Alma, either "Push to MDE" or "Edit" Metadata Editor Overview [5 mins]
10	Acquisitions	Acquisitions Create Purchase Order Purchase Orders Claim Ready Invoices Invoices Create Invoice	Purchase Order Line Creating Orders [4 mins] Purchase Orders Purchasing Overview [4 mins] Purchase Requests [web page] Creating Invoices and Receiving Creating Invoice (Manual) [5 mins] Creating Invoice (PO) [3 mins] Receiving One Time Print Items [5 mins] Receiving Continuous Print Items [5 mins] Post-Receiving Processing [3 mins] Import Record Import [web page] Batch Import Bibliographic Records [5 mins] Acquisitions Infrastructure Section List [web page]
11	Booking Materials	Booking: Manage Reservations	Fulfillment: Request Type - Booking Request Booking Requests [2 mins]

Downloadable versions of the document above: