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Alma/Primo VE Training and Communications

A guide to internal training and communications resources for the Alma/Primo migration project @ UVic Libraries

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Month Date Room Topic Learning Outcomes
May 2 219

Initial meeting

Goals of training

Intro to LibGuide with schedule

Acquisitions Overview

Purchasing Overview

Vendors (video)

Ordering print books (video)

  3 209

User profiles

Logging in to Alma

Practice searching

POs, POLs, material type

Managing Vendor records


  4 219

Ledgers and Funds


Creating Orders

Purchasing Physical Items

Receiving Physical Items


  5 209

Alma hands on exercises

Create a PO line for a print book

Receive an order

Create an invoice manually
  9 219

Ordering electronic and physical resources

We will walk through ordering one time and continuous (subscription) materials in print and electronic formats and standing orders. Other topics include PO Line templates and sourcing Bibliographic records for orders.

Ordering Electronic and Physical Resources webinar Video
  10 209
Creating PO Lines
  11 210

Receiving Physical Resources and Post-Receiving Processing

  12 209

Search for bib records, import

Creating new PO Lines

Autopackaging of POs


  16 209

Receiving Physical Material

Creating Invoices

  17 210 Invoicing Resources  
  18 210 Invoicing and Receiving  
  19 209 Continuation of Invoicing and Receiving  
  23   Holiday, no training  
  24 209 Ordering Continuations  
  25 219

Purchasing Electronic Resources

Activating Electronic Resources

Activating Electronic Resources (Webinar)

  26 209 Ordering/Invoicing/Receiving Continuations  
  30 209 Ordering/Invoicing/Receiving Continuations  
  31 210    
June 1 210    
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This work by The University of Victoria Libraries is licensed under a Creative Commons Attribution 4.0 International License unless otherwise indicated when material has been used from other sources.