Info Hub
Includes informational articles, instructions, top tasks, training, micro-learning, how-to's, crowdsourced materials and code snippets.
Create an itemized set from an imported file (Last updated:Jun 10, 2025)
Create a set of records by uploading a file of identifiers such as ISSN, OCLC number, or patron identifiers.
Topic(s): Top Task, How to, Alma
Create a set of records by uploading a file of identifiers such as ISSN, OCLC number, or patron identifiers.
Topic(s): Top Task, How to, Alma
Create and Test Normalization Rule on Individual IZ Bibliographic Records (Last updated:Sep 2, 2025)
Steps for creating, testing, and applying normalization rule to a single bibliographic record in your IZ.
Topic(s): Alma, Resource Management, How to
Steps for creating, testing, and applying normalization rule to a single bibliographic record in your IZ.
Topic(s): Alma, Resource Management, How to
Creating an E-Journal Subscription Order (Last updated:Jun 16, 2025)
Steps that can be used to manually order an e-journal subscription.
Topic(s): Top Task, How to, Alma, Acquisitions
Steps that can be used to manually order an e-journal subscription.
Topic(s): Top Task, How to, Alma, Acquisitions
Creating Courses and Reading Lists in Course Reserves (Last updated:Jun 17, 2025)
Before adding items to course reserves, you must first create a course and reading list for the item to be linked to. Each course can have one or more reading lists linked.
Topic(s): Top Task, How to, Alma
Before adding items to course reserves, you must first create a course and reading list for the item to be linked to. Each course can have one or more reading lists linked.
Topic(s): Top Task, How to, Alma
Creating New Vendors and Vendor Accounts (Last updated:Jun 9, 2025)
Topic(s): Top Task, How to, Acquisitions, Alma
Topic(s): Top Task, How to, Acquisitions, Alma
Creating sets (Last updated:Jun 18, 2025)
Creating sets of electronic portfolio records
Topic(s): Top Task, How to, Alma
Creating sets of electronic portfolio records
Topic(s): Top Task, How to, Alma
CWRU Prime VE Usability Testing Report (2025) (Last updated:May 6, 2026)
March 2025 Primo VE usability testing report by the Case Western Reserve University, Discovery Working Group.
Topic(s): Primo VE, Crowdsourced
March 2025 Primo VE usability testing report by the Case Western Reserve University, Discovery Working Group.
Topic(s): Primo VE, Crowdsourced
Data Dictionaries for Cleanup (Last updated:Feb 19, 2024)
In order to keep local metadata consistent, Sierra Statistics can identify the system codes actually used in records which can then be cleaned up as needed then documented for future reference.
Topic(s): Database maintenance
In order to keep local metadata consistent, Sierra Statistics can identify the system codes actually used in records which can then be cleaned up as needed then documented for future reference.
Topic(s): Database maintenance
Database Ordering (Last updated:Jun 17, 2025)
This task will cover how to manually create a PO Line and order a Database.
Topic(s): Top Task, How to, Alma, Acquisitions
This task will cover how to manually create a PO Line and order a Database.
Topic(s): Top Task, How to, Alma, Acquisitions
E-resource Statistics (Last updated:Jun 18, 2025)
COUNTER report import / SUSHI harvester setup
Topic(s): Top Task, How to, Alma
COUNTER report import / SUSHI harvester setup
Topic(s): Top Task, How to, Alma
Export a record from OCLC Connexion to Alma (Last updated:Jun 16, 2025)
How to set up Connexion exporting to Alma
Topic(s): Top Task, Alma, How to
How to set up Connexion exporting to Alma
Topic(s): Top Task, Alma, How to
Finding E-Resources with Order and Item Records for Migration (Last updated:Feb 20, 2025)
Finding and deleting attached order/item records on e-resources in Sierra will prevent the e-resource records from migrating to Alma while retaining them in Sierra.
Topic(s): Database maintenance, Sierra cleanup for cutover
Finding and deleting attached order/item records on e-resources in Sierra will prevent the e-resource records from migrating to Alma while retaining them in Sierra.
Topic(s): Database maintenance, Sierra cleanup for cutover
Fund and Ledger Periods (Last updated:Jun 16, 2025)
Configuring fund and ledger fiscal periods
Topic(s): Top Task, How to, Alma, Acquisitions
Configuring fund and ledger fiscal periods
Topic(s): Top Task, How to, Alma, Acquisitions
General Acquisitions Information (Last updated:Jun 16, 2025)
High-level acquisitions information
Topic(s): Top Task, How to, Alma, Acquisitions
High-level acquisitions information
Topic(s): Top Task, How to, Alma, Acquisitions
Generating Pick Slips (Last updated:Jun 17, 2025)
Printing a list of all current requests for retrieval by staff
Topic(s): Top Task, How to, Alma, Fulfillment
Printing a list of all current requests for retrieval by staff
Topic(s): Top Task, How to, Alma, Fulfillment
Github Repository for Miami University's Primo NDE customization package (Last updated:May 5, 2026)
Information about and links to the Github repository for Miami University's Primo NDE customization package.
Topic(s): Primo NDE, Crowdsourced
Information about and links to the Github repository for Miami University's Primo NDE customization package.
Topic(s): Primo NDE, Crowdsourced
GOBI Tips for Interested User Workflow in Alma (Last updated:May 8, 2026)
Document provided by GOBI to assist librarians with troubleshooting the Interested User workflow when ordering.
Topic(s): Acquisitions, Alma
Document provided by GOBI to assist librarians with troubleshooting the Interested User workflow when ordering.
Topic(s): Acquisitions, Alma
GOBI/Alma API setup worksheet, University of Dayton (Last updated:Aug 13, 2025)
Setup worksheet to enable GOBI API within Alma to streamline acquisitions.
Topic(s): Acquisitions, Alma, Crowdsourced
Setup worksheet to enable GOBI API within Alma to streamline acquisitions.
Topic(s): Acquisitions, Alma, Crowdsourced
How to Access the Data Review Dashboard in Alma Analytics (Last updated:May 27, 2025)
To assist with data review and acceptance, the Reporting and Analytics Workling Group put together this documentation on how to access the Data Review Dashboard. This should be used after your Alma environment is live.
Topic(s): Analytics, Alma
To assist with data review and acceptance, the Reporting and Analytics Workling Group put together this documentation on how to access the Data Review Dashboard. This should be used after your Alma environment is live.
Topic(s): Analytics, Alma
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