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Alma Training

Training for non-super users

Disclaimers & Acknowledgements

This guide is intended as an introductory first-pass for low-level Alma users.  It does not replace the more extensive Ex Libris training materials linked in this guide and the extensive documentation at the Ex Libris Knowledge Center, but allows new users to get a sense of the system before diving into the details.

Many thanks to the Cal State Los Angeles libraries who graciously granted us permission to use their ALMA training libguide as the basis for this one.

Additional useful material from Cal State

Overview

What is Alma? Promotional materials say:

"Ex Libris Alma is a secure, scalable end-to-end library software system (ILS) for managing the acquisition, sharing, cataloging, and use of all kinds of resources, including physical and electronic books, physical and electronic periodicals, and digital resources (such as audio, image, and video files).
Alma supports the entire suite of library operations—selection, acquisition, metadata management, digitization, and fulfillment — for the full spectrum of library materials, regardless of format or location."
What is Primo VE?
Primo is the Ex Libris front-end user discovery tool.  Primo VE is a version of Primo optimized to work with Alma for smoother integration and workflow processes on the back-end.

Alma Topologies


Alma vocabulary

Word to the Wise:

SUNY is coming into Alma shortly after a major upgrade.  We are using the "New UI" version of Alma.  most documentation has been adjusted, but if you encounter something in the copious quantities of information from Ex Libris that doesn't quite scan, it may be referring to the previous interface.  In addition SUNY is using "Primo VE" which is a new version of Primo.  Similar ambiguity may be encountered in the Ex Libris support material though it is mostly updated.  As both versions of Alma are often simply referred to as "Alma" and both of Primo referred to as "Primo", it can be challenging to decipher if one is confused because it is confusing, or if one is viewing old information.

Ex Libris Training Material

All formal training starts at the Ex Libris Knowledge Center.

The above links will keep you busy, but if you want EVEN MORE, then check out the PDF guides for each area.

If you are interested in behind the scenes or cutting edge changes, check out the Developer Network for Alma or the Developer Network for Primo.

How to Get Into Alma

Alma sandboxes for the SUNY consortium are collectively shared, as are the passwords and accounts.  That means that other folks "out there" can change things on the sandboxes we are collectively using.  So don't be surprised if things look different  the next time you log in.

For access to the Potsdam Alma instance, go to https://suny-pot.alma.exlibrisgroup.com/mng/login and use the personal password you were e-mailed.

Contact

Crumb Library: 315-267-2485
Crane Library: 315-267-2451

Text Us!: 315-277-3730

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SUNY Potsdam College Libraries
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Potsdam, NY 13676