Alma Training: Resource Management

Download Alma Functional Area Guides:

• Getting Started Guide 
• Acquisitions Guide 
• Fulfillment Guide
• Resource Management Guide 
• Analytics Guide 

 See Also: Alma Functional Area Guides 

• Getting Started Guide 
• Acquisitions Guide 
• Fulfillment Guide
• Resource Management Guide 
• Analytics Guide 

Resource Management 

• Introduction to Resource Management 
• Metadata Management -Cataloging, including working with the MD Editor, searching external resources, and other
  related tasks.
• Inventory - Creating and managing inventory activities.
• Record Import -  Importing bibliographic and authority records by creating, editing, viewing, copying, deleting, and
  running import profiles.
• Deposits - Submitting digital content to Alma to be added to the repository.
• Publishing -  Managing profiles for publishing content to external resources.
• Configuring Resource Management -  Configuration options for the various resource management functions.
• Advanced Tools  - Collection analysis and repository management activities.

Source: Alma Resource Management Guide

Electronic Resources Management Workflows 

Searching

• Searching for Electronic Resources in the Community Zone

Ordering

• Ordering One-Time Electronic Resources in the Community Zone
• Ordering Subscription Electronic Resources in the Community Zone
• Ordering Databases in the Community Zone

Activating 

• Activating Electronic Portfolios from the Community Zone
• Activating Electronic Collections from the Community Zone
• My Electronic Collections by Provider Tool

General 

• Starting and Managing Trials in Alma
• Contributing Local Records to the Community Zone

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• Alma Resources Libguide - Provides extensive and detailed how-to’s and presentations on:
  • Cataloging 
  • Rules 
  • Resource Management 
  • Inventory 
  • Deposits 
  • Electronic Resource Management 
  • Community Zone 
  • Advanced tools
• Presentations and Documents (Extended Training)
  • Resource Management 
  • E-Resources and Community Zone (CZ)
  • Serials
  • Physical Inventory
  • Alma Link Resolver

• Harvard Alma Quick Start Guide - Resource Management
• Harvard Alma Training Videos 
• SUNY Alma Training Guides
• Recorded Alma Functional Workshop at CUNY
  • Manual Cataloging & Record Management | Runtime: 01:28:16
  • Bulk cataloging, inventory, & delivery maintenance | Runtime: 01:21:47