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
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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.
Archives West and Encoded Archival Description (EAD) Documentation
Documentation and trainings for Encoded Archival Description (EAD)
EAD Encoding Template
XML template for encoding in EAD2002 according to the most current version of the Alliance’s EAD Best Practices
Using OpenRefine for Cleanup
This documentation assists institutions in doing metadata cleanup as part of their transition to ArchivesSpace.
Archivist’s Toolkit Cleanup and Migration Preparation
This document provides an overview of goals, roles and responsibilities, and methods of preparing data for migration to ArchivesSpace from Archivist’s Toolkit (AT).
Importing EAD to ArchivesSpace
Instructions for importing EAD into ArchivesSpace to create Resource Records and support records.
ArchivesSpace Documentation
List of ArchivesSpace documentation and trainings created by the Orbis Cascade Alliance.
- 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.