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SLC Alma & Primo Overview

Understand the shift from Aleph to the new LSP with this comparison guide. Explore differences in vocabulary and functionality for cataloging, circulation, and more. Learn about logging in, user roles, data zones, and public searching in Alma and Primo.

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SLC Alma & Primo Overview

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  1. SLC Alma & Primo Overview Janetta Waterhouse November 2018

  2. Overview of the Overview • This is a set of comparisons between what you’re used to with Aleph and the new LSP • There are differences in vocabulary that will take a while to become commonplace for everyone • Opening and logging into Alma, as well as moving around will become easier the more you use it • A change related to public searching is there will be no separate OPAC after August 2019, but there is a Library Catalog option in Primo that will function similarly

  3. Vocabulary Aleph/SerialsSolutions Alma Resource Management Fulfillment Analytics Electronic Portfolios Electronic Collections Databases • Cataloging • Circulation • Reports/Services • eJournals, eBooks • Databases • A/I Databases

  4. Opening/Launching Aleph Alma Cloud-based architecture Software hosted by Ex Libris Opened with your browser of choice – Chrome, Firefox, IE, Safari, etc. Individuals can bookmark the link or libraries can add it to an intranet • Client-server architecture • Client software installed on each machine to connect to Aleph server • Opened by locating shortcuts on your workstation desktop

  5. Your Account Aleph Alma & Primo One account that functions as your patron account and your staff login • Patron account with barcode to borrow materials • Staff account with separate credentials to access Aleph client application

  6. Logging In Aleph Alma & Primo Depends on configuration: Login can redirect to campus authentication system using your campus credentials (External) Accounts can be Internal with credentials maintained in Alma • Username and password stored and maintained in the Aleph database

  7. Functionality Aleph Alma Options available in browser interface will vary based on user roles added to your account • Based on permissions • Open different modules as needed

  8. User Roles What does it mean if a video or document shows functionality you don’t see?

  9. Data Aleph Alma Bibliographic, acquisitions, patron, and circulation data Knowledge base (Journals A-Z) Library – institutional zone(IZ) SUNY – network zone (NZ) All Alma customers – community zone (CZ) • Bibliographic data in MARC and MFHD formats • Acquisitions data • Patron data • Circulation data • Your institution only

  10. IZ • NZ • CZ Know the Zones

  11. Public Searching – Interfaces Aleph Alma & Primo Primo VE discovery system is the single public-facing interface No separate OPAC but has a Library Catalog option • OPAC - Online Public Access Catalog - is the public interface to Aleph catalog data • Some libraries subscribed to EBSCO Discovery Service (EDS) or other product separately

  12. Public Searching – Data Aleph Alma & Primo Discovery system uses central index – Primo Central Index (PCI) – that includes article-level metadata in addition to MARC records in Alma Library Catalog option may function like an OPAC • OPAC searches bibliographic & holdings data in MARC and MFHD format and related item information in the Aleph catalog

  13. Public Interface – Before • UAlbany example of current systems used for public searching

  14. Public Interface – After • After Go Live, everything is integrated into the new Primo discovery system • Search options/tabs may change

  15. Search Interfaces Alma Primo Public interface Must authenticate to see personal library account May need to authenticate to search some databases • Staff only interface • Must authenticate and have more than just Patron user role assigned

  16. Accessing Alma • URL formats vary by authentication method but in general have the following format • https://suny-XXX.alma.exlibrisgroup.com/ • Replace the XXX with your library’s 3-character code

  17. Alma & Primo Demos

  18. SLC Alma & Primo Overview Thank you

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