Please refer to ALMA Training Needs for each PUL staff.xlsx - Google Sheets to see all the trainings assigned to you.

Functional area	Modules	Date and Time	Zoom meeting id	Functional Team leads
CIRCULATION AND PATRON DATA MANAGEMENT	Loan items (charging)	NA	Self-guided training videos	Joan K. Martine Marie A. Wange-Connelly
	Return items (discharging) including route to another location	NA	Self-guided training videos
	View patron records for charged items, fines/fees, etc.	NA	Self-guided training videos
	Fulfillment note (Circ Review); marking item “missing”; pieces counts	NA	Self-guided training videos
	Hold shelf management (making ReCAP items available for patrons; paging service)	NA	Self-guided training videos
	Accepting fine payments (Firestone Circulation staff only)	NA	Self-guided training videos
	Register/update patrons (Firestone Circulation and Access staff only)	NA	Self-guided training videos
	Waiving fines/fees	NA	Self-guided training videos
	Location changes (Pick and Scan) For example: sub locations/New Book Shelf	NA	Self-guided training videos
	Work orders (pseudo-patron charges like sending withdrawals to HMT or sending items to Preservation)	NA	Self-guided training videos
ACQUISITIONS	Pre Order searching/Bib Record import and POL creation and packaging	Covered under Cataloging part 1 training- 06/28/2021 10:00 - 11:00 am		Heidi Fisher
	Firm Order and Approval receiving	07/02/21 110:00 - 12:00 pm
	Creating/Ordering from a Template	07/07/21 3:00 - 4:00 pm
	E-Book processing, Firm order and Approval	Covered under E-resources training on 07/02/2021 10:00 - 11:00 am
	Serial Check-In	TBD
	Print Periodical Volumes adding	TBD
	Order Maintenance ie. claiming and cancelling	TBD
CATALOGING	INTRODUCTION TO ALMA (self-guided)			Jennifer W. Baxmeyer
	CATALOGING, part 1	06/28/2021 10:00 - 11:00 am	https://princeton.zoom.us/j/95689341477
	CATALOGING, part 2	06/29/2021 10:00 - 11:00 am	https://princeton.zoom.us/j/93064305062?pwd=RDl0dVU4dUNjQkpGYUcrRXgzaG9IZz09
	CATALOGING, part 3	06/29/2021 2:00 - 3:00 pm	https://princeton.zoom.us/j/97473393333?pwd=eTBGektaT3dNQWxMMkk4d1VTTmdRQT09&from=addon
	CATALOGING, part 4 (for original catalogers)	06/30/2021 10:00 - 11:00 am	https://princeton.zoom.us/j/94057773208
	WORKFLOWS	07/01/2021 10:00 - 11:00 am	https://princeton.zoom.us/j/92409757927?pwd=SWFEdmdQSDFjTHZjeHVpMDJod2FuUT09&from=addon
	TRANSFERS (ReCAP and other locs) FOR HMT, CIRC, SHELVING STAFF
	WITHDRAWALS FOR HMT staff only
	SUMMARY	07/02/2021 10:00 - 11:00 am
	CATALOGING FOR BRANCH STAFF, ADAPT, ETC.	07/06/2021 10:00 - 11:00 am
	CATALOGING REFRESHER FOR SELECTORS Basic overview of searching MARC fields	07/08/2021 10:00 - 11:00 am
	NON-ROMAN SCRIPTS (optional)	07/06/2021 2:00 - 3:00 pm	https://princeton.zoom.us/j/97498409536
	ADVANCED SEARCHING (optional)	07/07/2021 10:00 - 11:00 am
ANALYTICS	ANALYTICS
E-RESOURCES MANAGEMENT	Introduction to E-Resources	06/28/2021 10:00 - 11:00 am		Joe Marciniak
	Searching the Alma Community Zone and Overview of E-Resources	06/30/2021 11:00 - 12:00 pm
	Ordering E-Resources in the Community Zone	07/02/2021 10:00 - 11:00 am
	Creating Inventory (Resources not in the Community Zone):	07/07/2021 10:00 - 11:00 am
	E-Resources Cataloging	07/08/2021 10:00 - 11:00 am
	E-Resources Q&A and Problem Solving	07/09/2021 10:00 - 12:00 pm
RESOURCE SHARING & COURSE RESERVE	Search patron records			Peter Bae
	Search patron account status
	Search items
	Create brief record to enable circ of item
	Create hold on item
	Check out, renew items
	Discharge items
	Create course reserve record
	Attach items to course reserve record
	Release items from reserve
	Make pdf files available for CDL
	Complete fulfillment of ILL/BD items
FINANCE	Understand Supplier setup in Alma, be able to create/edit a supplier	NA	Self-guided training	Dina Conte
	Searching invoices and work assignments	NA	Self-guided training
	Search titles for unlinked lines	NA	Self-guided training
	Create Monograph invoice	NA	Self-guided training
	Create Approval plan invoice	NA	Self-guided training
	Create Continuations/Subscription Invoices	NA	Self-guided training
	Standing orders	NA	Self-guided training
	Onbase training	NA	Self-guided training
	Overview of changes to various invoice notations	NA	Self-guided training
	EDi	NA	Self-guided training
	Create Invoice for Physical Processing Fees	NA	Self-guided training
	Deposit Payments	NA	Self-guided training
	Recording Credit Card Payments	NA	Self-guided training
	Overview of Auto Approval functions	NA	Self-guided training

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