Guides: Alma Systems Librarians & Administrator Training: Managing Resource Management

About Resource Management Configuration

Resource Management activities - cataloging and inventory management - involve configuring:

For a full list of Resource Management activities that can be configured, skim the Ex Libris "Resource Management Configuration Overview" page.

Resource Management Analytics
Understanding the Basics of Indication Rules
In this session learn what indication rules are, why indication rules are used, how to write basics indication rule, and how to filter a set using a basic indication rule, led by Maggie McGee. (2020/01/24)
Advanced Indication Rules
This session builds off of "Understanding the Basics of Indication Rules". Learn how to write more advanced indication rules, led by Maggie McGee. (2020/02/06)
Local Holdings Records (LHR) Publishing Profiles
Setting up Local Holdings Records (LHR) Publishing Profiles in Alma by Maggie McGee (2020/01/09)
Note: since the recording OCLC clarified a setting in the LHR datasync collection. Slides 3,4, 22, & 54 have been updated to reflect the changes.
OCLC Publishing Profiles: Alma Introduction
Introduction to publishing profiles, used to publish bib records from Alma to OCLC, by Maggie McGee. (2019/05/06)
OCLC Publishing Profiles: Use Jobs to Flag Bibs as "Don't Publish"
Using sets and jobs to bulk-change bibs to "Don't Publish" to OCLC, by Maggie McGee. (2019/07/19)
Work Orders: Resource Management Short Course
Part of Resource Management Short Course: Session 6
Batch Processing: Resource Management Short Course
Part of the Resource Management Short Course: Session 4
Batch Processing Continued: Resource Management Short Course
Part of the Resource Management Short Course: Session 5
NZ Import Profiles & Policies
NZ import profiles and policies presented by Maggie McGee (2019/06/07)