Configuration Form Summary - PowerPoint Presentation

Slide1

Configuration Form Summary

Shannon PrittingShared LSP Project Director

Purpose of Today’s Meeting

Provide campuses a straightforward review of what settings were selected on configuration forms in case they would like to make changes in configuration.

General Approach to configuration choices and forms

Tried to strike a middle ground with configuration: not going too far with patron services, and not going too far with restrictions.

We realize that specific choices may not be what works for your library, and you can change any settings in Alma whenever you’d like.

Consistency of configuration allows guided path libraries to start with similar Alma configurations, which makes training and troubleshooting easier.

These forms are pretty complex, and require manual input of data, so it’s likely there are some data input errors that you may find.

Reminder of options and communication on Configuration Forms

Libraries provided with choice of:

Regular Loan period by patron group

16 weeks

60 days

30 days

Reserves Loan period by patron group

1, 2, or 4 hours

Short Loan

1 week, 2 weeks, 30 days

Table of Choices Shared

Provides high level overview of choices on

config

. form.

Most important choices shared, and will indicate where these choices were made, and additional configuration we had to set.

Where’s My Form?

Configuration Form will be in your test load migration salesforce case, as will all other forms we submitted on your behalf.All individuals on your project team was provided with Salesforce logins early on in implementation.

Salesforce case will also provide some of the back and forth between SLC Project Managers and

ExLibris

consultants.

Process

ExLibris has over a dozen implementation consultants reviewing SLC forms and preparing information for

ExLibris

migration operations.

Each of the consultants found something different to bring to our attention—beyond the basics of validation and needed defaults.

SLC Project Managers analyzed feedback of all consultants, and reviewed useful updates, and then updated forms for all guided path campuses.

Ex. Hold Shelf Processing on circ. Desk tabs

What are the “Tabs”?

What if a Tab I see on my form isn’t discussed?

If a tab isn’t discussed, then we selected the defaults provided by ExLibris, as there wasn’t a need to make any local decisions.

We made decisions to keep defaults based on review of

config

. form guide and our approach to have a “middle of the road configuration” as the base guided path

config

. form.

Guide available at: https

://knowledge.exlibrisgroup.com/@api/deki/files/61891/Alma_Configuration_Form_Guide.pdf?revision=7

Tab: Fulfillment

RequestingNo requesting or no requesting from available holding

Notices

2

overdues

: one at 1 day after due date, one at 20 days

1 Lost: at 30 days

Recalls

Not available for any activity except move temporarily (used for reserves)

Tab: Libraries

Created simple calendar: M-F 8 to 5 for any Aleph library.Added IP address ranges for each library: will be used to determine if user is on campus for Primo.

Tab: Printers

As additional configuration is needed to allow emails to be sent from Alma, no printers were configured

.

Printing is an area where we’ll provide coordinated training.

Tab: Circ

DesksNo return receipts.

Email loan receipt.

Has hold shelf sorted by requester last name.

Notifies patron if hold cancelled.

Can support digitization.

Does not accept credit card, but does accept cash.

Does not support personal delivery.

Tab: Locations

Assigned location type of regular, closed stacks, or reserves.Form would not allow more than one location with the same name. Many campuses had multiple locations with same name, but different code.

To make form validate, added Aleph code to the end of the name.

Assigned default acquisitions location: selected the main collection.

Tab: Users

All users need to be mapped to a specific patron type. Initial mapping was to:

Students

Faculty

Staff

Visitors

From the Guide:

Implications: The patron type does not replace your patron groups. Rather, it is used by the

configuration form to link your user groups of a given type to fulfillment unit rules, which

define the loan and request policies for the given fulfillment unit that are applied to each user

group.

Tab: Users

Tab: Policies, TOU, & Rules Defaults

Defaults are used in form to populate empty values in rest of fulfillment configuration on this tab.From the form guide:

“Note: The institutional default values are used by the Configuration Form only. They do not affect the default policies in Alma”

Tab: Policies, TOU, & Rules Defaults Part 1

Circulatable

Y

Recallable

N

Loan Length

library choice from defined list

Loan Period

library choice from defined list

Requested Item Length

library choice from defined list

Requested Item Period

library choice from defined list

Recall Length

3

Recall Period

week

Renew Fee

0

Lost Item Fine

0

Lost Item Repl. fee

20

Lost Item Repl. Refund Ratio

100

Maximum Fine

10

Overdue Fine Amt.

1

Overdue Fine Period

Exact Open Days

Recalled Overdue Fine Amt.

5

Recalled Overdue Fine Period

Open Days

Grace Length

0

Grace Period

Days

Renewable

Y

Tab: Policies, TOU, & Rules Defaults Part 2

Max Renew Length

Twice Library Choice of Loan Period

Max Renew Period

Twice Library Choice of Loan Period

Closed Lib. Due

Mgmt

FORWARD_END_DAY

Block when Overdue length

0

Block when overdue period

Open Days - Cumulative

Max Overdue Block length

0

Max Overdue Block Period

None

Requestable

Y

Cancelled Recall Due Date

Attempt Automatic Renewal

Pickup Locations

In Institution

Hold Shelf Period

14

Is

Digitizable

N

Is Requestable for Physical RS

Y

Is Requestable for Digital RS

N

Request Priority

Medium

On Shelf Req. Policy

Use Fulfillment Unit Definition

Personal Delivery

None

Personal Delivery Fee

0

Automatically convert to RS

Y

Reloan

Limit Length

0

Reloan Limit

None

Tab: Policies, TOU, & Rules: Common Settings from Fulfillment Table

Automatically Convert to RS:Visitors do not have this privilege; all other patron types do.

Is

Requestable

for Physical RS:

No to closed stacks and reserves

Max Renew Length:

Twice loan length depending on location

e.g. 4 hours for 2 hour reserves and 60 days for 30 days loan period.

Tab: Resource Management

Questions?