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- Web-based, hosted platform
- Mouse-focused with keyboard shortcuts
- Search-based discovery of information
- Unified system, including eResources and Analytics
- Updated monthly with full release notes
- Log out / time out after 60 minutes of non-use
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Account icon: Click here to see details about your profile and some basic usability settings (including font size and layout spread). Also click here to log out.
Recommendations: Recommendations for specific Alma services (such as e-reserves). Do not clear any active recommendation notices unless specifically instructed to do so. If you remove these, they will be removed globally for all Alma users, not just you. Some staff need access to these recommendations for their work.
Tasks: The Task List helps keep track of things that need your attention, such as orders or invoices to be reviewed, course reserves to be managed, requests to be handled, and eResources to be activated.
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- Searching
- Viewing most records
- Creating items (outside of the receiving process)
- Cataloging/Working in the Metadata Editor (bibs and holdings)
- Creating Orders (what matters is who you choose as the PO Owner, not your location)
- Reviewing orders or invoices
- Viewing requests on materials
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- Circulation, pick list, and hold shelf functions
- Receiving materials
- Initiating and working with Work Orders
Widgets
A widget is a small container for information on a web page. In Alma, these widgets can contain information about the Alma system (Notifications), about the library, or display charts and tables of data from the Alma database.
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To customize what displays in your list of search results, and in what order, click on the Gear icon.
Read more on Search and Sets (the results of searches).
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- Click Always Show Location. The location you set will change the options you see and the actions you can take in Alma. Always showing that location lets you see at a glance if you're set to the right location for the work you're doing.
- Click on the location icon (a map pointer) in the blue menu bar.
- Click on the box next to Always Show Location so that a check mark appears in the box.
- You're all set!
- Add two widgets to your home page. You might choose to add other widgets later, but these two will be important to working in Alma.
- Click on the blue plus sign on the right side of the screen.
- Click on the boxes next to the first two widgets you see: Tasks and Notifications
- Click on the X in the upper right corner of this dialogue box, or hit the ESC key to close the box.
- You're all set.
Resource Pages
Alma Glossary with Aleph Crosswalks
Aleph to Alma Field Mapping Guides
Ex Libris' documentation on the User Interface
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