Consortial Training Reports
The Alliance evaluates and assesses our consortial training through reports and assessments.
Alliance Training Project Group
The Alliance Training Project Group will develop curated lists of Alliance training resources to support the learning needs of library workers who are new to Alliance work and activities. (This group will be active in February-December 2025.)
Search Alliance Training and Documentation
Training & Documentation Results
63 webpages found in Technical Services
Page 5 of 7
Creating a Set of Boundwith Records
These instructions show one method of creating a set of boudwith records so they can be excluded from other sets.
Automatic loading of WorldShare Collection files via FTP
When files in WorldShare Collections reach the 31-day mark of existence they will be placed in a ZIP file. This document explains the impact on Alliance libraries and what needs to be done.
Alma OCA Normalize Process
Normalization rules can be grouped together and packaged into a single process which can then be used in both import profiles and external system configurations (e.g., the Alma configuration for OCLC’s Connexion imports) to modify all bibliographic records being imported into Alma.
Alma Indication Rules: Tips and Tricks for Alliance Members
This FAQ addresses questions gathered from the Technical Services community about indication rules.
Best Practice: Adding missing ISBNs to existing WorldCat records
When Alliance catalogers find Network Zone records that lack ISBNs, the ISBNs should be added to the WorldCat master record.
Alma Daily Bib Record Updates & OCLC WorldShare Collection Manager
The document describes both the WorldCat Collection Manager that is used to create the daily files of new, updated, merged, and deleted WorldCat records for the Alliance, and the Alma NZ import profiles that are used to load the records into the NZ.
Alma Brief Record Level Configuration
This document describes the current configuration and default Brief Record Level rule being used in the Alliance NZ account.
Best Practice: Syncing IZ & NZ Brief Levels for Bibliographic Records
Synchronization of IZ/NZ brief level rules will reduce troubleshooting, better prepare the Alliance for future shared/collaborative work efforts, and aligns with the Alliance’s Work Smart initiative.
Policy: Non overlay full by brief flag
Interim Policy on use of the “Do not override/merge a non-brief record with a brief version” flag in Alma import profiles
Policy: Language of Cataloging
Policy on the language of cataloging used by a cataloging agency. (Not the language of a resource.)
- 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.
Ex Libris Knowledge Center
- One stop shopping for documentation, training, articles, and links to other Ex Libris pages (such as Salesforce)
- Alma Training
- Primo Training
OCLC
OCLC’s Web Junction offers courses, webinars, and other training resources.