Important Announcement (Updated 11/02/2021)

The wiki version upgrade is postponed to Monday, November 8, from 5:30 AM to 8:00 AM PST - More information can be found in our Confluence 7.4.13 upgrade documentation.
Please plan accordingly.

UCSF Library documentation for Alma, Primo VE, and the SILS project. This is a public wiki space. Contact the SILS Leads with any questions.

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The table below includes training links and assignments for SILS@UCSF team members. You can mark the task complete here or in the training tracker on the Training: Alma and Primo VE page. See Premium Sandbox for access to the sandboxes.

TrainingAssigned ToTimeCategory

Ex Libris Customer Resources

An overview of what training and informational material Ex Libris offers, and how to access.

5

Basic Information

Getting to Know Alma

Alma configuration and setup fundamentals.  Includes an orientation, as well as a shallow dive into User Management, Acquisitions, Resources, and Fulfillment.

90

Basic Information

Alma Collaborative Networks - Introduction

By the end of this training session, you will understand Collaborative Networks (also called “Consortia”) in Alma, and some of the functionality they support.

10

Network Zones

Shared Bibliographic Records in the Network Zone

By the end of this training session, you will understand how to perform a repository search in the Network Zone, what are some of the actions you can perform on shared bibliographic data, and how to save records in the Network Zone.

10

Network Zones

Alma Migration Considerations for Consortia

Webpage detailing multiple items for consideration when installing a consortial version of Alma

N/A

Network Zones

Alma Consortia: Cataloging

Cataloging workflows in an Alma Consortia

16

Network Zones

Alma Consortia: Acquisitions

Acquisitions workflows in an Alma Consortia

25

Network Zones

Centralized Configuration Options in Collaborative Networks

By the end of this training session, you will understand some key configurations made in the network institution and passed down to collaborative-network members, including fulfillment information, general electronic services, S/FTP profiles, and SAML integration profiles.

12

Network Zones

Alma Extended Training

Multitude of topics around Alma.  Recommendation is to take a look at the list of topics and dive into any training you find relevant or of interest.

N/A

Other Material

Intro to Primo VE: Getting Started

An overview of what primo is, the difference between discovery and delivery, and description of the Primo Central Index.

25

Other Material

Intro to Primo VE: Using Primo

An overview of how to use primo, and how it works.

50

Other Material

Primo VE for Collaborative Networks

Overview of Primo VE within a consortia, as well as configuration options

15

Other Material

Implementation Webinars

This is a series of recorded webinars intended for new customers going through implementation, presented to help you better understand the choices you will need to make for your institution as you migrate to Alma. 

N/A

Other Material