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Alma training information
Alma training information
- Sandhya Panicker (Unlicensed)
Owned by Sandhya Panicker (Unlicensed)
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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