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Best Practice: Sharing Import Profiles to the Community Zone
Following shared naming conventions will allow Alliance libraries to easily identity other Alliance import profiles shared with the Alma community.
Policy: Retaining and Deleting MARC Fields in OCLC Records
Catalogers must retain all MARC fields in OCLC records when exporting from Connexion with the exception of the 029 field, which must be deleted.
OCLC Member Merge Participation
Alliance members who participate in the OCLC Member Merge program receive extensive training to get authorization to perform master record merges.
Policy: Overlaying Brief Bibs in the Network Zone
This policy addresses when to overlay brief bibs contributed by other Alliance libraries.
Procedures: Overlay in Alma
Procedures for overlaying a bibliographic record in the IZ and/or NZ.
Policy: Overlay in Alma
This document describes policy and methods for overlaying individual bibliographic records in Alma with records exported from OCLC Connexion client or brought into the Network Zone (NZ) from daily OCLC loads.
Bibliographic Records with Multiple OCLC Numbers – Summary and Cleanup
This FAQ addresses the problems caused when bib records in the Alliance Network Zone (NZ) contain two or more different OCLC numbers in separate 035 subfields.
Policy: Numeric Character References
This policy is about the use of Numeric Character References (NCRs) in MARC cataloging records.
Alma Merge Rules in the NZ Account
This document lists each of the merge rules created in the NZ along with the purpose and text of each rule.
Non-serial E-Resources in Alma: Best Practices for Local Collections
This document provides best practices for Alliance libraries as they manage non-serial electronic resources in Alma within the context of current functionality and partial consortial migration.
- Documentation
- Documentation is primarily text based, but it can incorporate screen captures and other images.
- Training
- Training includes video, audio, recorded sessions, and other resources that demonstrate a principle or process.
The option "Documentation & Training" will return webpages in either category.
Outside the Alliance
Below are external training opportunities and resources that may be of interest to Alliance members.
Ex Libris Knowledge Center
- One stop shopping for documentation, training, articles, and links to other Ex Libris pages (such as Salesforce)
- Alma Training
- Primo Training
OCLC
OCLC’s Web Junction offers courses, webinars, and other training resources.