Alma Starter

• Working with Electronic Resources - Overview
• Working with Community Zone Electronic Resources
• Working with Local Electronic Resources
• Link Resolver
• My Electronic Resources by Provider
• Electronic Resources – Scenarios and Workflows
• Best Practice and How Tos - Electronic Resource Management
• Limiting Actions Related to Portfolios and E-collections According to User Role Scope
• Q&A: Limiting Actions Related to Portfolios and E-collections According to User Role Scope
• Configuring Distributed Access to Electronic Resources

Metadata Management

• Introduction to Metadata Management
• Quick Edit
• Navigating the Metadata Editor Page
• Working with Rules
• Browse and Search
• Working with Bibliographic Records
• Working with Authority Records
• Search Indexes
• Metadata Management Configuration

Vendors, Licenses, and Usage Data

• Managing Vendors
• Managing Licenses and Amendments
• Configuring License Sections Order
• Managing License Terms
• Configuring License Storage Locations
• Configuring License Review Statuses
• Viewing User-Created License Terms that Appear in Primo
• Configuring License Term Controlled Vocabulary Values
• Set up SUSHI to Automatically Retrieve COUNTER Reports
• Managing COUNTER-Compliant Usage Data
• SUSHI Vendor Lists

Full Acquisitions

This section is relevant only to customers with full acquisition workflows

• Introduction to Acquisitions
• Purchasing
• Closing, Reopening, and Relinking PO Lines
• Invoicing
• Deferrals
• Processing Claims
• Evaluations and Trials
• Renewals
• Managing Funds and Ledgers
• Transferring Money Between Allocated Funds
• Moving Funds
• Advanced Tools
• Best Practice and How Tos - Acquisitions
• Configuring Acquisitions
• Configuring E-Task Statuses

Administration

• Roles and Registration Configuration
• User Management
• Managing Search Queries and Sets
• Managing Jobs
• DARA – Data Analysis Recommendation Assistant

About Alma

• Alma User Interface – General Information
• Alma Sandbox Environments
• Recommended Configuration to Account for Sandbox Refresh
• Alma Local Backup
• Alma Glossary
• Security and Data Privacy
• Alma Subscription Termination and Data Retrieval

Integrations with External Systems

• Introduction
• Authentication
• Resource Management
• Integrations with External Systems Tutorials
• Acquisitions (for Full Acq Only)

Discovery

• Alma Single Activation Source for CDI
• Alma-Primo Integration
• Alma-Summon Integration
• Primo VE
• Using the Alma Services Page for Link Resolving