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Table of Contents

• Alma Basics
  • Quickstart with Alma
  • Do This First
  • Preferred Web Browsers
    • Firefox User Interface
  • Keyboard Shortcuts
  • Alma Vocabulary Cheat Sheet
  • Alma System Numbers
  • Library Names and Codes
  • Location Names and Codes
  • User Customization
  • About Screenshots
  • Requesting Permissions for New (or Renewed) Users
• Open House and Refresher Sessions
  • Alma open house (2021)
  • Alma Refresher Sessions (2024)
• Functional Area Documentation
  • Search and Sets
    • Basic and Advanced Search
    • Search String
    • Search Results: A Dissected View
    • Search Results: Filter and Customization
    • Order of MARC 100 Subfields in Alma Search
    • Saving Results & Sets
  • Holdings and Items
    • Record Structure: Alma vs Voyager
    • Items
      • Items - Create
      • Items - Edit Fields
      • Items - Sort and Filter
      • Items - Change Holdings (Relink)
      • Items - Delete (Withdraw)
    • Holdings
      • Holdings 852 Subfields
      • ReCAP Location Codes
      • Relink Holding to Another Bib
  • Work Orders
    • List of Work Orders and Status
    • Work Order Overview
    • Placing a work order request
    • Set or Change a Work Order Status
    • Mark a Work Order Done
    • Transferring an Item from one Work Order Type to another Work Order Type
    • Work Order Statuses for Technical Services Staff
  • Acquisitions
    • Print Firm Order Workflow
    • Print Approval Plans
    • Standing Orders
    • Print Serials
    • High Level One Time Print Ordering
    • High Level Print Continuation Workflow
    • 9XX Fields in Import Profiles
    • PO Line Statuses
  • Cataloging and Inventory Management
    • Metadata Editor (MDE)
      • Layout of the Metadata Editor
      • Keyboard Shortcuts and Quick Links in the MDE
    • Edit Fields
      • Editing Actions: Insert, Copy, Paste, etc.
      • Form Editor and Fixed Fields
      • Authority Control (F3)
      • Work With Templates: How to
        • Work With Templates: Recommended Practices
      • Pop-up Assistance (264 etc.)
      • Catalog Bound-With Items
    • Warning and Error Alerts
      • Error Messages in Holdings Records
      • Imprecise Alerts to Duplicate Titles
    • Work With Records
      • Record Actions: Alma vs Voyager
      • Create a New Bibliographic Record
        • Duplicate a Record
      • Save and Release Records
      • Import OCLC Records Into Alma
      • Normalization Rules
      • Open Bib and Inventory Records From Editors
      • Browse Shelf Listing
      • Browse Bib Headings
      • Suppress or Delete Records
      • Merge a Pair of Duplicate Bib Records
        • Alma Merging Algorithms
        • Alma Matching Algorithms
    • Move Bib Records Between Alma and Connexion Client
      • Configure Connexion Client for Alma
      • Exporting Records from Connexion Client to Alma (Using F5)
      • Import Records Into Connexion Client From Alma (via Z39.50)
    • Materials in Non-Roman Languages
      • CJK Languages: Searches and Transliteration
    • Input Combining Diacritics and Symbols
      • Input Diacritics: Version B
      • Sync Shortcut Keys Between Macro Books and Connexion Client
      • Connexion Client: Understand Default and Custom Keystroke Shortcuts
    • Princeton Usage of Subfield 5 in Bibs and Holdings
    • Princeton-Defined MARC Fields (9XX)
      • Local Field 902
      • Local Fields: 914 and 915
      • Local Field 916
      • Local Field 919
    • Alma Brief Record Levels
    • Authorities
    • Batch Heading Correction for Authorized Access Points
    • Print a Bib or Holding
    • Shelf Report Tool
    • Using MarcEdit to Search and Download Records from Alma
    • Bookset Procedure for Cataloging
    • StackMap
    • Hold Reports
    • Holdings Retention Information in Alma
  • E-Resources
    • Alma Link Resolver
    • CZ Updates Task List
    • DARA recommendations
    • E-Resources Conceptual Model
    • Helpful Links (PUL Training Videos and Ex Libris Content)
    • Overviews of E-Resources Workflows
      • Overview: Ordering New E-Resources and Obtaining MARC Records
      • Overview: Renewing E-Resources Subscriptions
      • Overview: Ordering New E-Resources
    • Parsers and Parameters
    • Questions and Issues
    • Training Module Outlines
    • Training Schedule and Modules
    • Training Videos
    • Various E-Resource How-Tos
      • Activating a Single e-Resource from Task List
      • Activating Electronic Collections on Task List
      • Activating an Electronic Collection from the CZ
      • Cataloging Electronic Resources: Adding Standalone Portfolios
      • Choosing the Right Portfolio from the Community Zone
      • Moving a PO Line to a Different e-Collection
      • Moving a PO Line to a Different Portfolio
      • Moving a Portfolio into an e-Collection
      • Replacing an e-Serial Bib
        • Details: converting print e-serial record to online
      • Resolving Remote Access Problems
      • Updating an e-Serial URL
      • Updating e-Serial Holdings
      • Using Portfolio Loader for Bulk Updates
      • Adding Ebook Marc Records To Alma From Community Zone In Batch Using ISBNs and Overlap Analysis
        • Batch Activate Selected Portfolios From The Community Zone Without Overlap Analysis
    • Workflows
      • ERM Workflow: Activating Open Access E-Resources
      • ERM Workflow: Creating a Local Electronic Portfolio
        • Local Portfolio Form
      • ERM Workflow: Ordering an Individual E-Book from Gobi
      • ERM Workflow: Activating E-Resources
      • ERM Workflow: Ordering an Individual E-Serial
      • ERM Workflow: Creating a Local Electronic Collection
      • ERM Workflow: Ordering an Individual E-Book (Non-Gobi)
      • ERM Workflow: Ordering Electronic Collections
      • ERM Workflow: Ordering a Database
    • Working with LibAnswers
  • Fulfillment
    • Getting Started with Fulfillment
    • Loaning Items
    • Scan in items (discharging)
    • Fulfillment Notes and Pieces Count
    • Missing Status
    • Viewing a patron record
    • Placing/Cancelling Requests
    • Changing Locations
    • Adding Items to a Holding
    • Requesting Circ Roles for Student Workers
    • Circulation Letters
  • Discovery and Repository Services
    • May/June 2021 Blacklight-on-Alma Open House Documentation
    • Blacklight and Alma Known Areas of Change
  • Resource Sharing and Course Reserves
  • Finance
    • Fiscal Period Close
      • FY23
      • FY22
      • Fiscal Period Close Technical
      • FY24
      • FY25
      • Year-End Closing Team
    • PeopleSoft Integration
    • Finance Training Materials
      • Supplier Onboarding
        • Workflow
      • Onbase Scanning and Indexing
    • Change Log
  • Analytics and Reporting
    • Getting Alma Data
      • Getting Alma Data -- Using Export List
    • Alma Analytics Overview
    • Bookmarking Analytics Objects
    • The Use of SQL Joins
    • Reporting
      • Local Parameters
  • Jobs and Batch Processes
    • Bulk Searching Alma's Holdings for Matches via Excel and Import Profile
    • Create new items for existing bibliographic records MMS Match
    • Physical Inventory and Restore Jobs
    • Princeton OCLC Data Sync Process
    • Adding Call Numbers to ReCAP Items
    • Chinese Rare Books Project
    • Library of Congress Newly Cataloged Books
    • Batch Processing Project Request
  • Known Issues
  • Other Topics
    • Z39.50 Access
    • Spine Labels
    • "Parallelogram" Cloud App for Generating Parallel Fields
    • Excel Alma Catalog Lookup Tool
• Alma Training
  • Training Modules Overview
    • Cataloging & Inventory Management Training Modules
      • Training Plan
    • Finance Training Modules
    • E-resources Training Module
    • Acquisitions Training Module
  • Training Schedule
    • Alma training information
  • Orientation Materials
    • Searching Alma: Hands-on Exercises
      • Understand Search Indexes: Practice Questions
      • Sample Searches
      • Construct a Search: A Step-by-Step Guide
      • Bring Repository Search Results Into Editors
    • Cataloging with the Metadata Editor
      • The Metadata Editor: Orientation
      • Edit Fields in the Metadata Editor: Basic Operations
      • Exercise: Create a New Record
    • Cataloging and Inventory Management: FAQ
  • Alma Virtual Workshop (March 2021)
  • Special Topics
    • Get Bibliographical Data Out of Alma Using a Set of MMSIDs
• Alma Migration Project Timeline
  • Alma Migration Project Team
  • Alma project timeline - April 2021
  • Alma Go-Live Project Status
    • 07/27/2021 -Go-Live Project Status
    • 07/02/2021 -Go-Live Project Status
    • 08/13/2021 -Go-Live Project Status
    • 06/28/2021 -Go-Live Project Status
• System and Administration
  • System Administrators
  • Systems Documentation
  • Alma System Changes
  • Premium Sandbox
  • Reporting Alma Issues
  • ReShare Alma Setup
  • Adding New Locations
  • Alma - Blacklight
    • Reparative language / Masking in Blacklight
    • MARC fields indexed in Blacklight
    • MARC fields used for facets
  • Cloud Apps
  • Spine-O-Matic config
  • ATT Prioritization Matrix
  • ILLiad integration
  • Managing Users
    • Requesting User Permissions
  • ATT Handbook
  • API Threshold Exceeded
  • New Import Profiles
  • Maintaining FTP Profiles for Vendors for EDI and MARC Records
  • Alma Enhancement Requests
• How to With Confluence
  • Get Started With Confluence
  • Confluence Style Guide
  • Template
  • Display Table of Contents
  • Display Child Pages
• Cross Functional Policies and Procedures
  • Handling Duplicates
    • Procedures for withdrawing duplicates after detected
    • Relinking items to another bib record
    • Guidelines for Identifying and Handling Duplicates
    • Merge & Combine for duplicate records
• File lists
• Navigation Page