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UTEP Alma Training

This guide is to provide some useful documentation/training found online as well as all the new links we need for Alma and Primo.

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Training Series

2024 Summer Intro to Alma Analytics Series

Visit each training session tab to review what is needed before attending the session that day.

Alma Analytics report location for series:

/Shared Folders/The University of Texas at El Paso 01UTEP_INST/Reports/Analytics Training Reports/2024 Summer Intro to Analytics

Homework: 

Verify you have Analytics in your Alma account and can see "Access Analytics." If you do not, you must email Joy by May 30th at 8 AM to have permissions added.

Class Recording: Not trimmed or edited

Homework: 

Make sure you can see "Manage Sets" in your Alma account. If you do not, you must notify Joy by June 13th at 8 AM to have permissions added.

Familiarize yourself with the general terminology for Analytics: ExL Documentataion.

 

Class Recording: Not trimmed or edited

Homework: 

Familiarize yourself with the general terminology for Analytics: ExL Documentataion.

Class Recording: Not trimmed or edited

Homework: 

Familiarize yourself with

Class Recording: Not trimmed or edited

Homework: 

Familiarize yourself with

Class Recording: Not trimmed or edited

Homework: 

Familiarize yourself with

Class Recording: Not trimmed or edited

Homework: 

Familiarize yourself with

Class Recording: Not trimmed or edited

Attendees can rotate in and out to work on desired reports with 1:1 help. No limits on amount of report, but we do have limited time. One report will be worked on per person and then Joy will come back around for multiple report needs.

Example: I want a list to help me find physical items with no barcodes. I need a list that students can pull, bring down, and have staff work on adding those missing barcodes. I want to be able to sort by location one-by-one to check one at a time. **This helps Joy think about how you will need call number, volume, title, location, etc. to ensure your report is complete.

Use the link below to sign up for a 1:1 with Joy for 15 minutes. Any report needs will be discussed.

Term Define
MMS ID Unique ID record number for individual titles, such as books, journal titles, DVDs.
Electronic Portfolio In Alma, Portfolios are eBooks.
Electronic Collections In Alma, Collections are databases.
Electronic Location and Access Holds the information from the MARC 856 field which can hold the URL and coverage information
   

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