Alma Training

Training plans are in development and updates will be posted on this page. 

Other local resources for learning about Alma:

• Getting to Know Alma
• Alma Vocabulary

This section contains links to Alma training development materials from other institutions that we can use to jumpstart the development of local training materials here at Duke.

List of links to other Alma Institution Training Materials (from ExLibris)

• How to Create Alma/Primo Training

A "trainer's playbook" on developing and providing Alma training. Developed by Jennifer Koerber at SUNY libraries, May 2020. 

• Developing Campus-Level Alma/Primo VE Training for Staff

Review of the tools, platforms, and resources available to campuses to train staff on Alma/Primo VE, whether it's new staff, staff in new roles, or refreshers. Walk through the Alma/Primo training guides and learn a few guidelines for constructing meaningful technology hands-on training for staff (and how it's different than bibliographic or research instruction). Presented by Jennifer Koerber (2020/02/12)

• Using SLS Resources for Campus-level Training This link opens in a new window

A review of the SLS Alma training guides and new training scripts, and walk through how to successfully use these tools to develop local campus training, both online and in person. Includes a demo of Screencast-o-matic. Presented by Jennifer Koerber (5/20/20)

• Alma Training Videos (Harvard University Library)

Harvard University's Alma Training Videos, created in Fall 2018/Spring 2019.

"Generic" Training Scripts for Local Customization

• Script - Intro to Alma & Basic Search
  An introduction to Alma as a system, how it works, basic navigation, and basic search. Download and customize for local use. MS Word document developed Spring 2020 by Jennifer Koerber.
• Script - Advanced Search & Managing Sets
  Tips and strategies for getting the most out of advanced search in different functional area. Overview of logical and itemized sets, and how to use sets for work in Alma. Download and customize for local use. MS Word document developed Spring 2020 by Jennifer Koerber.
• Script - Acquisitions
  Covers the entire Acquisitions workflow, from pre-order searching to order maintenance and claims. Download and customize for local use. MS Word document developed Spring 2020 by Jennifer Koerber.
• Script - Resource Management
  An introduction to managing physical items, physical holdings, and all types of bibliographic records in Alma. Note that this script was intended for a single-day in-person training that was rescheduled due to the global pandemic. Download and customize for local use. MS Word document developed Spring 2020 by Maggie McGee.
• Script - Fulfillment
  Covers all aspects of Fulfillment - Circulation, Requests, Course Reserves - except Resource Sharing. Download and customize for local use. MS Word document developed Spring 2020 by Jennifer Koerber & Tim Jackson.
• Script - Resource Sharing
  Covers the entire lending and borrowing resource sharing transaction, as well as request maintenance. Download and customize for local use. MS Word document developed Spring 2020 by Tim Jackson.
• Script - Planning & Running Jobs/Batch Updates
  Discusses strategies for planning and testing jobs in Alma, and demonstrates two straightforward jobs. Download and customize for local use. MS Word document developed Spring 2020 by Jennifer Koerber.