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SUNY Shared LSP Overview


Registration fees are $45 per attendee.

Please register using the:

CPD Alma Spring 2019 Registration Form

If you have any questions about registration, please contact Kris Lynch at


There will be 5 Regional In-Person Training Sessions that will run from roughly 9:00-4:00.

Up to 4 attendees may attend the regional training that is closest to your campus.

Dates and Locations are below:

• Finger Lakes Community College (March 20th)
• Niagara Community College (March 5th)
• Plattsburgh (March 19th)
• SUNY Polytechnic Institute: Utica (March 11th)
• Purchase (March 12th)

The general schedule for each session is as follows:

General Schedule:

8:30 - 9:00       Checkin and coffee
9 - 9:30            Users & Roles (get your life right)
9:30-10:30       Walk through adding a monograph
10:30-11           Independent activity & break
11 - 12              Walk through adding new serial & then issue
12 - 12:30         Independent activity & break
12:30 - 1:15      LUNCH
1:15 - 2            Walk through adding new “electronic collection”
2 - 2:30             Independent activity & break
2:30 - 2:50        Add an institution-Zone collection to Alma
2:50 - 3:10        Independent activity
3:10 - 3:30        Processing Gift Books
3:30 - 3:45        Wrap Up

If you have any questions, please reach out to

Who Should Attend?

Format of the Sessions:

The in-person training sessions will focus on guided exercises, with individuals available to help attendees to work through the exercises.  There will be a brief demonstration of how to perform exercises, and then attendees will be asked to perform the exercises in their own Alma environments.  Each location has a large computer lab, and will provide attendees access to a computer for the entire day. 

Who Should Attend?

The intended audience for the Alma in-person Spring 2019 trainings are core members of Alma implementation teams.  Individuals who are involved in Alma administration and resource management are encouraged to attend.  Attendees should have participated in enough Alma training that they are familiar with basic Alma functionality, and can work through guided exercises.  

Attendee Guided Exercises and Files

Roles and Alma Infrastructure Needed By Attendees to Complete Exercises

If attendees would like to successfully complete all the guided exercises, they should have all the roles below.  We will have a session on creating profiles, which could allow attendees to create roles at the session, if desired.

To Participate in User Profiles Session:

  • User Administrator


  • Invoice Manager
  • Invoice Operator Extended
  • Purchasing Operator
  • Receiving Operator


  • Circulation Desk Operator


  • Electronic Inventory Operator Extended
  • Physical Inventory Operator Extended


  • Cataloger

In addition to the above roles, campuses should have vendors that they can use to order books, e-books, and electronic collections.  There will be assistance during the guided exercise session if you haven't set up vendors, but it's highly recommended to have vendors established before attending the in-person training session. See the Related Recordings and Documentation section below for a recording on how to set up vendors.

Highly Recommended Recordings

Related Recordings and Documentation