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Occasionally, Ex Libris or Internal Training will make edits to the training exercises after the initial posting based on user feedback. If you would like to keep up with any changes made to this page, please add yourself as a Watcher.

Videos

Training Exercises

Instructions:

Using your sandbox, sign in as AlmaUser01. For these exercises, you may choose to either use the initial prompt to complete the activity on your own, or if you prefer, follow the step-by-step instructions. 

Exercise 1: Export a list of portfolios from the Community Zone that can be used with the Portfolio loader

  1. Choose Electronic collection in the persistent search box menu, choose the people icon (Community Zone) from the dropdown next to the magnifying glass search button, search for a keyword of your choice. In the results list, collections that have already been activated in your institutions have the Institution icon to the left of the collection name.

  2. To export a list of portfolios that are in the format supported by the Portfolio loader, click Portfolio List next to the relevant collection. For this exercise, you might choose a small collection if you want the process to go faster.

  3. When the Portfolio list for the collection appears, click the Export list icon located at the upper right corner of the list next to the gear icon, then click the Extended Export option to download the list to your local computer.

  4. If you subscribe to only some portfolios in the collection and want to use the Portfolio Loader when activating the collection, remove the portfolios you don’t have access to from the portfolio list.

  5. See below for exercises that will incorporate the exported list.

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