Shannon Pritting Shared LSP Project Director Purpose of Todays Meeting Provide campuses a straightforward review of what settings were selected on configuration forms in case they would like to make changes in configuration ID: 788451
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Slide1
Configuration Form Summary
Shannon PrittingShared LSP Project Director
Slide2Purpose 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.
Slide3General 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.
Slide4Reminder 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
Slide5Table 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.
Slide6Where’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.
Slide7Process
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
Slide8What are the “Tabs”?
Slide9What 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
Slide10Tab: 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)
Slide11Tab: 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.
Slide12Tab: 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.
Slide13Tab: 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.
Slide14Tab: 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.
Slide15Tab: 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.
Slide16Tab: Users
Slide17Tab: 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”
Slide18Tab: 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
Slide19Tab: 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
Slide20Tab: 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.
Slide21Tab: Resource Management
Slide22Questions?