Week 1 Implementation: Orientation, Navigation & Searching

Video Trainings

Alma Essentials Orientation Trainings

1. Introduction to Alma Training (11 min)

2. Introduction to Alma (12 min)

Alma Essentials Navigation and Searching Trainings

1. Navigating in Alma (10 min)

2. Searching in Alma (7 min)

Alma Collaborative Network:

1. Alma Collaborative Networks - Introduction (9 min)

2. Shared Bibliographic Records in the Network Zone (9 min)

Exercises - Navigation and Searching

1. Search for bib records

   1. Basic search: All titles + Keywords
      All Titles search using the persistent search for a resource of your choice (Use "Anne of Green Gables" or "The Adventures of Huckleberry Finn" if you can’t think of anything) and tell if it is on shelf or not

      Open

      

       

   2. Basic search: Electronic titles + ISSN Equals 1526-5501 

      Open

      

       

   3. Advanced search: All titles + MMS ID > 1
      This search returns all the bib records.

       

   4. Basic Search for a specific MMS ID using
      All titles + MMS ID Equals 9933541406532

       

2. Perform an advanced "All titles" search for all bibs without ANY inventory (no holdings and no items)
   Advanced Search: All titles + Has inventory = No

    

3. Perform an advanced "Physical titles" search for holdings in a location
   Advanced Search: Physical titles + Holding > Permanent physical location =

    

4. Using Advanced Search for Physical Items, find one of the following (choose one): a) all the items that are checked out; b) all lost items; or c) all items in the Reference collection
   Advanced Search: Physical Items >

   a) Process type = Loan

   b) Process type = Lost;

   c) Holding > Permanent physical location =

    

5. Search for an electronic portfolio/title of your choice, locating it in the CZ and in your database and tell what collection(s)/package(s) it is part of
   Basic electronic portfolio/title

    

6. Perform an "Electronic Portfolio" search for is Standalone = Yes
   Advanced Search: Electronic portfolio + Electronic portfolio > Is Standalone - Equals – Yes

    

7. Perform an "Electronic Collection" search for interface name contains "Ovid"
   Advanced Search: Electronic collection + Electronic collection > Interface Name - contains keywords - Ovid

Exercises - Alma Collaborative Network

1. Searching bib records in the Network Zone:
   All Titles search, choose Network Zone in the drop down of the consistent search box
   keyword search
   Note: Physical Titles search in the Network Zone returns no results because there's no inventory in the network zone.

    

2. Searching for a bib record in the IZ that is linked to NZ:
   All Titles search, choose IZ in the drop down of the consistent search box: keyword search
   Click on the NZ icon to go to the record in the NZ tab, click on Held By to see My Institution, click on My Institution.