Search Alliance Training and Documentation
Training & Documentation Results
211 webpages found
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Using Record Templates in the Alma Metadata Editor
These instructions show how to create, edit, and use templates in the Alma Metadata Editor.
Linking IZ Bib Records to the Network Zone
These instructions show two methods of linking IZ bib records to the Network Zone.
Analytics FAQs: Electronic Portfolio Activation Date vs. Creation Date
Changing Portfolio Creation Date to Portfolio Activation Date can fix the issue of missing e-journal titles in Analytics reports.
Analytics FAQs: Totals, subtotals, and counts
How to add totals, subtotals, and unique counts to Analytics reports.
Analytics FAQs
Frequently Asked Questions about Alma and Primo analytics.
Pagination Fix for May 2021 Release
Remove links to non-existent pages and display a warning message for searches with over 2,000 results.
Summit Documentation
Documentation and training for borrowing and lending Summit procedures and best practices.
AAR: Reports
Reports for the AAR process.
AAR: Procedures & Tutorials
Procedures and tutorial resources for the AAR process.
AAR: Frequently Asked Questions
This page answers common AAR questions.
- Documentation
- Documentation is primarily text based, but it can incorporate screen captures and other images.
- Training
- Training includes video, audio, recorded sessions, and other resources that demonstrate a principle or process.
The option "Documentation & Training" will return webpages in either category.
Outside the Alliance
Below are external training opportunities and resources that may be of interest to Alliance members.
Association for Library Collections and Technical Services (ALCTS)
- Upcoming Education Training Events calendar
- Webinar archive (free webinars older than 6 months)
Association of Southeastern Research Libraries
Ex Libris Knowledge Center
- One stop shopping for documentation, training, articles, and links to other Ex Libris pages (such as Salesforce)
- Alma Courses
- Alma Certification
- Primo Courses
- Primo Certification
OCLC
OCLC’s Web Junction offers courses, webinars, and other training resources.