Alma Administrator Certification Syllabus

This 4-week online training program consists of Expert level configuration sessions, which prepare you as a system librarian to become a library champion, able to respond to Alma library configuration requests. The program runs on a monthly basis, and will conclude with a final certification exam. Participants of this program will become Certified Alma Administrators.

 

USER MANAGEMENT

Prerequisites: Alma Training

User Management 01

á      Roles and Scopes

á      Templates and Rules

á      User Record Types

á      User Groups and Job Categories

á      User Record Type Mappings

á      User Name Display

00:43

User Management 02

Patron Configurations

á      Registration Rules

á      Statistical Categories

á      Fines/Fees Behavior

á      Reasons for Waiving Fine/Fee

á      User ID Generation

á      Other Settings

00:49

User Management 03

Integration Profiles

á      S/FTP

á      SIS

á      Bursar

00:45

 

 

FULFILLMENT

Prerequisites: Alma Training

Fulfillment 01

Institution, Libraries, Locations,
Calendars, Transit Times, Relationships, Campuses

01:02

Fulfillment 02

Circulation Desks

Printers

Remote Storage

00:57

Fulfillment 03

Fulfillment Infrastructure:

á      Fulfillment Units

á      TOU

á      Rules

á      Policies

01:30

Fulfillment 04

Fulfillment Troubleshooting

00:36

Fulfillment 05

Blocks, Renewals, Lost Loans, Requests and Limits

00:48

Fulfillment 06

Digitization Departments
Digitization Profile Rules
Access Rights
Electronic Document Delivery Rules

00:33

Fulfillment 07

Display Logic Rules
Labels
Related Records
Direct Linking
General Electronic Services
Ordering resource display: P and E

01:00

Fulfillment 08

Courses and Reading Lists
Processing Departments
Academic Departments
Additional Reading List Citation Statuses
Course Terms

00:17

Fulfillment 09

Resource Sharing Configurations:

á      Partners

á      Workflow Profiles

á      Copyrights

á      Rota Templates & Assignment Rules

á      Locate Profiles

á      Shipping Cost Lender and

á      Shipping Cost Borrower Rules

á      Sending Borrowing Request Rules

á      Article Form Mandatory Fields

á      Book Form Mandatory Fields

01:17

Fulfillment 10

Letter emails, Letter Activity, Customize Letters,
XML To Letter Admin, Notification Template

00:39

 

RESOURCE MANAGEMENT

Prerequisites: Alma Training

Resource Management 01

Work Orders:

á      Work Order Types

á      Work Order Departments

á      Work Order Statuses

00:23

Resource Management 02

Search Indexes:

á      Customization

á      Local Fields

External Search:

á      Resources

á      Profiles

00:25

Resource Management 03

MARC Normalization Rules (and Jobs)
Match Profiles
Merge Routines

01:30

Resource Management 04

Metadata Configuration
Controlled Vocabulary

00:21

Resource Management 05

Import Profiles – Bib records and Inventory

00:51

Resource Management 06

Miscellaneous:

á      Provenance Codes

á      Accession Numbers

á      E Task Statuses

á      Call Number Parsing

á      Barcode Generation

á      Description Templates

á      Physical Item Sort Routines

00:29

 

 

 

 

Acquisitions


Prerequisites: Alma Training

Acquisitions 01

Prerequisite:
Resource Management 05

Import Profiles – New Order (EOD) and Update Inventory (Shelf Ready)

00:38

Acquisitions 02

Rules:

á      Purchasing Review

á      Invoice Review

á      Invoice Approval

00:29

Acquisitions 03

Miscellaneous:

á      Reporting Codes

á      PO Line Types

á      VAT Codes

á      Fund and Ledger Fiscal Period

á      Receiving Department Validations

á      Licenses

Other settings

á      Other Settings

00:28

 

 

Should you encounter any administrative problems with the training program, including Learning Center issues, please contact the Training Team -- learn@exlibrisgroup.com

 

Good luck!