NEW DATES for the Alma Onsite Workshop!

Due to some scheduling difficulties, the Alma Onsite Workshop has been rescheduled:

Wed – Fri, May 29 – 31, 2019
9:00am – 4:00pm
M.D. Anderson Library, Training Room 10-G (Basement)

To help you better plan who should attend from your institution, please review the sample agenda.

Additional details forthcoming in early May.



Alma Implementation Training (Online Webinars)

Now that the implementation process has begun, we now have access to another suite of live online webinars to assist us in learning more about Alma

Alma Implementation Training is a series of ongoing webinars to go deeper into Alma infrastructure and more advanced topics.

A password is required for registration. Staff serving on existing Alma implementation teams may contact their team leader for the password, or send an email to Lee Hilyer requesting the password to register.



Alma to III Glossary

There are some differences in terminology and concepts between Ex Libris Alma and III Sierra. To help you better understand new terms, the following glossary links may prove helpful:

Alma Glossary – Full glossary of Alma terms and definitions

Alma to III Glossary – Alma terms and their corresponding terms in III/Sierra

Thank you to California State University Libraries for creating the Alma to III glossary and to Frederick Young (UH) for locating!

If you locate additional helpful resources as we transition to Alma, please send email to Lee Hilyer or Richard Guajardo and we will post for all.




Virtual Webinar on Alma Implementation (SUNY System)

SUNYLA Midwinter Virtual Conference 2019
Moving to Alma/Primo VE: Hindsight is 20/20

Friday, February 1, 2019 (10:00 a.m. – 3:30 p.m. EST)

Cost of Attendance: Free to all!

Registration is open!  Register at:

As SUNY Libraries enter the homestretch of our Alma/Primo VE implementation, we have a need to hear from those brave pioneers who have blazed the trail for us. The 2019 SUNYLA Midwinter Virtual Conference will focus on the ways in which library staff at non-SUNY colleges have implemented Alma and Primo, the problems they ran into during migration, and things that they wished they’d known ahead of time. This conference’s presenters, who hail from both public and private institutions, will provide attendees with information about ways in which they managed their consortial environments, how they organized data and analytics, and best practices for tech services and for OA collections.

Technology requirements for attendance:  Computer, internet connection, microphone/speakers (headset recommended) or telephone.  Zoom will be used for this conference and is free for use by attendees.

To read more about the conference sessions, please check the session description page here:

Training Opportunities for Alma

Happy New Year!

There are several upcoming training opportunities for you to learn more about Alma and its functions and capabilities:

Alma Demo Day

Wednesday, January 10th, Room 10-G, MDA Library, starting at 9:30am.

Sessions will be held all day covering the different functional areas within Alma (Fulfillment, Resource Management, Acquisitions, etc.) See our previous post for more information.

Getting to Know Alma Webinar Series

Ex Libris offers an ongoing series of live and recorded webinars that cover Alma’s functional areas in detail. Upcoming live webinars include:

Resource Management | 9 January, 9:00am (CST)

Fulfillment | 16 January, 9:00am (CST)

Sandbox Server

We now have access to the Alma sandbox server so staff can explore a live version of the system! Login information will be provided in the coming weeks.



Alma Virtual Demo Day, January 10th, 2019

Ex Libris will be holding a virtual demo for us on January 10, 2019. We ask that users of Sierra or Serials Solutions attend the sessions related to their functional areas.

Each library is encouraged to provide a setting for group viewing.
UH Main will be hosting the demo in classroom 10-G.

Connection information will be provided soon. If you have any questions, please let myself or Richard know.

Brief Schedule:

9:30 – 10:00am – Alma Overview

10:00am – 12:00pm – Acquisitions, Electronic Resources and Resource Management

1:00  – 2:00pm – Fulfillment

2:00 – 2:45pm – Alma Analytics

3:00 – 3:30pm – Alma Systems & Integrations

3:30 – 4:00pm – Q&A



Project Charter – Acquisitions Team

The project charter for the Acquisitions Team was approved on November 14, 2018. Excerpts from the charter (PDF) are below:

Project Description and Purpose:
The Acquisitions Team will be responsible for reviewing policies and procedures related to acquisitions activities, configuring the system appropriately, implementing the related Alma workflows, and ensuring that all staff involved with acquisitions activities are appropriately trained.

Project Scope:
This team will review Alma acquisitions documentation to understand the Alma acquisitions infrastructure and workflows. The team will create a plan for configuring the acquisitions infrastructure and workflow rules, including funds and ledgers, purchasing, assignment of appropriate staff roles, vendor information and communications, and integration with campus financial systems. The team will examine existing acquisitions processes and recommend changes in alignment with the new system. The team will coordinate and provide training and documentation on acquisitions processes within Alma.


Project Charter – Migration Team

The project charter for the Migration Team was approved on October 30, 2018. Excerpts from the charter (PDF) are below:

Project Description and Purpose:
The Migration Team will work with Ex Libris and UH System Libraries to facilitate the technical aspects of the move to Alma and Primo. This team meets regularly with the Ex Libris Project team for data migration, system configuration, and implementation planning and enactment.

Project Scope:
The Migration Team is responsible for providing migration and implementation deliverables required by ExLibris; extracting and validating of Sierra and E-resources data for migration to Alma; facilitating system configuration of Alma to maximize interoperability with campus enterprise systems and third-party vendor systems.