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Alma / Primo Migration & Training Guide

Introduction to User Management


Managing user often involves creating, editing, and deleting users within Alma. Additional user management tasks involve running bulk operations on user records. Library staff's ability to carry out user management tasks depending on the roles they are assigned by Alma Administrators. 

User Management


View the following Essentials videos on Alma's User Management. The videos provide an overview of the users in general, user roles, automatic user role generation, workflows, and user bulk updates.

User Account Types (Internal, External)


For Circulation staff, an important component to understanding Alma / Primo VE are the two User account types:

  • Internal - Managed in Alma
  • External -  Managed in Another System

Unlike internal users, External Users and their metadata are loaded into Alma from an external system via a manual import or through a synchronized process on a regular basis. 

This differentiation between user is being detailed here as NOAA is looking implementation a process wherein which NOAA staff potentially configured as External Users, a departure from the current practice in Sirsi where all users are manually managed. As of 3/22/2022, details are still being discussed in regards to implementation. 

Getting to Know Alma Training (User Management) 


  • Learn how to create and edit users in Alma, and assign them roles and privileges (20 mins.).
  • Video and print outs of training available.

Getting Started with Alma


Ex Libris provides training videos and documentation for Alma through their Knowledge Center. This information will be useful during and after the migration. If a video will not play for you, please see the accompanying text-based handout. ​​​​​​

 

Some NOAA staff have having issues viewing some videos while on NOAA ERAV VPN. If you are a NOAA ERAV VPN and unable to view a video please try doing so while not on VPN.