Info Hub
Includes informational articles, instructions, top tasks, training, micro-learning, how-to's, crowdsourced materials and code snippets.
Return Materials at the Circulation Desk (Last updated:May 12, 2025)
When your institution’s physical items are returned, use this workflow to check in materials.
Topic(s): Alma, Fulfillment, Circulation, How to
When your institution’s physical items are returned, use this workflow to check in materials.
Topic(s): Alma, Fulfillment, Circulation, How to
Rolling Over Ledgers (Last updated:Jun 16, 2025)
These links relate to the rolling over Ledgers for the fiscal year.
Topic(s): Top Task, How to, Alma, Acquisitions
These links relate to the rolling over Ledgers for the fiscal year.
Topic(s): Top Task, How to, Alma, Acquisitions
Saving Global Updates (Last updated:Apr 28, 2023)
Create and save Global Update commands for reuse
Topic(s): Database maintenance, Global Update
Create and save Global Update commands for reuse
Topic(s): Database maintenance, Global Update
Searching for active item holds using a Sierra SQL query (Last updated:Jun 24, 2025)
Find items with holds still active using a Sierra SQL query.
Topic(s): Database maintenance, Legacy
Find items with holds still active using a Sierra SQL query.
Topic(s): Database maintenance, Legacy
Searching for bib records without item, checkin, or order records (Last updated:Feb 12, 2024)
Find non-electronic resource bibliographic records that do not have an attached item, checkin, or order record.
Topic(s): Database maintenance
Find non-electronic resource bibliographic records that do not have an attached item, checkin, or order record.
Topic(s): Database maintenance
Searching in Alma (Last updated:Sep 18, 2025)
Handouts from the Watch Me Work session hosted by the Training and Documentation Working Group (September 18, 2025)
Topic(s): Alma
Handouts from the Watch Me Work session hosted by the Training and Documentation Working Group (September 18, 2025)
Topic(s): Alma
Selecting a Patron Record (Last updated:Jun 17, 2025)
How to bring up a patron record in Alma
Topic(s): Top Task, How to, Alma
How to bring up a patron record in Alma
Topic(s): Top Task, How to, Alma
Setting Up Single Sign On (Last updated:Jun 16, 2025)
Alma supports authentication to a campus system via SAML 2.0. This allows users (staff and patrons) to log into Alma using their familiar institution login. Setting up SAML authentication must be done for both Alma and Primo VE.
Topic(s): Top Task, How to, Alma, Primo VE
Alma supports authentication to a campus system via SAML 2.0. This allows users (staff and patrons) to log into Alma using their familiar institution login. Setting up SAML authentication must be done for both Alma and Primo VE.
Topic(s): Top Task, How to, Alma, Primo VE
Setting up SIS Load (SFTP) (Last updated:Jun 16, 2025)
Alma can be set up to ingest patron information from a local student information system (SIS). The primary mechanism to do this uses SFTP processes, as described in the links included here.
Topic(s): Top Task, How to, Alma
Alma can be set up to ingest patron information from a local student information system (SIS). The primary mechanism to do this uses SFTP processes, as described in the links included here.
Topic(s): Top Task, How to, Alma
Spine Label Printing (Overview) (Last updated:Jun 16, 2025)
Overview of spine label printing options in Alma
Topic(s): Top Task, How to, Alma
Overview of spine label printing options in Alma
Topic(s): Top Task, How to, Alma
Spine-O-Matic Label Printing (Last updated:Jun 16, 2025)
Spine-O-Matic Label Printing: Software setup or cloud app activation
Topic(s): Top Task, How to, Alma
Spine-O-Matic Label Printing: Software setup or cloud app activation
Topic(s): Top Task, How to, Alma
Suggestions for metadata clean up from Vanguard libraries (Last updated:Jun 24, 2025)
Given their pre-migration experiences, the Vanguard libraries have suggestions for metadata clean-up projects and advice for all OhioLINK member libraries. This Info Hub article will continue to be expanded and revised as needed.
Topic(s): Database maintenance, Legacy
Given their pre-migration experiences, the Vanguard libraries have suggestions for metadata clean-up projects and advice for all OhioLINK member libraries. This Info Hub article will continue to be expanded and revised as needed.
Topic(s): Database maintenance, Legacy
Update Physical Item Material Type (Last updated:Jun 23, 2025)
How to update physical item material type individually and in batch.
Topic(s): Alma, Resource Management, How to
How to update physical item material type individually and in batch.
Topic(s): Alma, Resource Management, How to
Updating OhioLINK Proxy URLs to GO Links (Last updated:Jun 27, 2024)
Search your local database for OhioLINK proxy links and update them to GO links.
Topic(s): Database maintenance, Legacy
Search your local database for OhioLINK proxy links and update them to GO links.
Topic(s): Database maintenance, Legacy
Using Global Updates (Last updated:Apr 28, 2023)
Basic Global Update commands
Topic(s): Database maintenance, Global Update
Basic Global Update commands
Topic(s): Database maintenance, Global Update
Verifying 001s and 003s for the Migration to Alma (Last updated:Feb 19, 2025)
To improve Network Zone matching for go-live, verifying the 001 and 003 fields in Sierra for local records will help ensure that OCLC numbers are used in the matching process and mismatches are prevented.
Topic(s): Database maintenance, Sierra cleanup for cutover
To improve Network Zone matching for go-live, verifying the 001 and 003 fields in Sierra for local records will help ensure that OCLC numbers are used in the matching process and mismatches are prevented.
Topic(s): Database maintenance, Sierra cleanup for cutover
Verifying activation (Last updated:Jun 18, 2025)
Verifying local and shared eresources were activated in IZ and NZ
Topic(s): Top Task, How to, Alma
Verifying local and shared eresources were activated in IZ and NZ
Topic(s): Top Task, How to, Alma
Verifying minimal bibliographic record standards (Last updated:Sep 15, 2022)
Check that bibliographic records contributed to the Central Catalog meet the minimal bibliographic record standards for contribution. If not, upgrade any to include the mandatory fields.
Topic(s): Database maintenance
Check that bibliographic records contributed to the Central Catalog meet the minimal bibliographic record standards for contribution. If not, upgrade any to include the mandatory fields.
Topic(s): Database maintenance
Verifying that all Delete Records are Suppressed (Last updated:Sep 15, 2022)
Search for bibliographic delete records and ensure that they are suppressed from the Central Catalog.
Topic(s): Database maintenance
Search for bibliographic delete records and ensure that they are suppressed from the Central Catalog.
Topic(s): Database maintenance
View OhioLINK holdings of a title in Alma (Last updated:Jun 16, 2025)
Resource Search in Network Zone
Topic(s): Top Task, How to, Alma
Resource Search in Network Zone
Topic(s): Top Task, How to, Alma
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