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Training & Documentation Results
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Changing Portfolio Creation Date to Portfolio Activation Date can fix the issue of missing e-journal titles in Analytics reports.
How to add totals, subtotals, and unique counts to Analytics reports.
Frequently Asked Questions about Alma and Primo analytics.
Remove links to non-existent pages and display a warning message for searches with over 2,000 results.
Documentation and training for borrowing and lending Summit procedures and best practices.
Reports for the AAR process.
Procedures and tutorial resources for the AAR process.
This page answers common AAR questions.
Timing and details for each step of the AAR process.
The Annual Account Reconciliation (AAR) process takes place from April through September each year.
- Documentation is primarily text based, but it can incorporate screen captures and other images.
- 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)
Association of Southeastern Research Libraries
- 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’s Web Junction offers courses, webinars, and other training resources.