Info Hub

How to: Create an Invoice from a PO and Include Invoice Line for Shipping Costs

Last updated:
Apr 28, 2025
Topic(s):
Alma, Acquisitions, How to
Summary:

How to create an invoice from a purchase order (PO) and include an additional invoice line to represent shipping cost.

Xavier University LSP Migration Communications

Last updated:
Apr 14, 2025
Topic(s):
Alma, Primo VE, Crowdsourced
Summary:

Member example of communications related to the LSP migration including a calendar for important dates, communications to faculty, and a frequently asked questions page.

Columbus State Community College Alma and Primo VE Training Materials

Last updated:
Apr 14, 2025
Topic(s):
Alma, Primo VE, Crowdsourced, Resource Management, Acquisitions
Summary:

Member example of local Alma and Primo VE staff training material complete with overview documents and accompanying hands-on exercises for creating sets, making purchase requests, and putting books on display in a temporary location.

How to: Update “No Campus” Pickup Location Dropdown in Alma and Primo VE

Last updated:
Apr 28, 2025
Topic(s):
Alma, Primo VE, Fulfillment, How to
Summary:

How to change the "No Campus" header that appears when placing requests in Alma and Primo VE.

How to: Check Out Material at the Circulation Desk

Last updated:
Apr 28, 2025
Topic(s):
Alma, Fulfillment, Circulation, How to
Summary:

When a patron comes to the circulation desk, use this workflow to check out material.

Lorain County Community College In-Service Alma and Primo VE Training Materials

Last updated:
Apr 7, 2025
Topic(s):
Alma, Primo VE, Crowdsourced
Summary:

Member example of local Alma and Primo VE staff training material complete with overview document and agenda as well as two accompanying practice documents.

Ohio University Libraries instructions for using OhioLINK's comprehensive files prior to migration

Last updated:
Mar 26, 2025
Topic(s):
Database maintenance, Crowdsourced
Summary:

Steps and tips for locally loading OhioLINK's 2024 comprehensive e-resouce record files in Sierra from Ohio University Libraries ahead of migration to Alma.

Finding E-Resources with Order and Item Records for Migration

Last updated:
Feb 20, 2025
Topic(s):
Database maintenance, Sierra cleanup for cutover
Summary:

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.

Verifying 001s and 003s for the Migration to Alma

Last updated:
Feb 19, 2025
Topic(s):
Database maintenance, Sierra cleanup for cutover
Summary:

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.

Adding 035 NOMIGRATE to Bib Records for Migration

Last updated:
Feb 19, 2025
Topic(s):
Database maintenance, Sierra cleanup for cutover
Summary:

Prior to Alma migration, an 035 NOMIGRATE field can be added to bibliographic records to prevent them from being retained in Alma for go-live while maintaining the records in Sierra.

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