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Config Form Tab | Section / Line Item | FG | Form Value (what to actually enter in the form) |
|---|---|---|---|
Fulfillment | FULFILL | Up to local groups | |
Libraries | IP Match Criteria | PPC | Can tie in to functionality with discovery per 7/30 Configuration call. Acq/ERM FG note (consulting w/ Discovery FG): Per the Configuration Guide, providing IP information for campus or library is not mandatory. Alma uses IP ranges to modify the display of patrons’ search results in Primo, and to assist in managing/restricting access to users. FG recommends leaving these fields blank for further exploration in the Vanguard. |
Printer | FULFILL | Up to local groups | |
Circ Desks | FULFILL | Up to local groups | |
Locations | Default Acquisitions Location? | Acq/ERM | Local settings as appropriate, consulting with FG member as needed. Per the Configuration Guide, this feeds into the creation of dropdown menus, but can be modified as needed in the order record, etc. |
Users | FULFILL | Up to local groups | |
Item Policies | FULFILL | Up to local groups | |
Policies, TOU & Rules | FULFILL | Up to local groups | |
Acquisitions | “Acquire For” line 32 and “Served Libraries” line 52 | Acq/ERM | Local settings as appropriate, consulting with FG member as needed. Current Alma FG members indicate that “Acquire For” and “Served Libraries” can affect dropdown menus that are more challenging to modify after migration. Sites with centralized acquisitions may indicate appropriate acquiring library and “ALL.” |
Resource Management | Barcode generation | RM | Up to local groups |
Resource Management | “Any local 9XX fields that should be indexed” | RM | Up to local groups |
Resource Management | Call number parsing | RM | Up to local groups |
Resource Management | Active metadata registry | RM | Must choose Yes and Yes for MARC21, others up to local groups |
General | Retrieve Services from NZ | RM | Set to “TRUE” (this is per Ex Libris) |
General | Brief level | RM | Set to “02” |
General | Authority names | RM | Set to “LCNAMES” |
General | Authority usage policy | RM | Set to “Local” if campus wants to migrate local authority records. Local authorities can be enabled and loaded at any time after migration as well. |
General | Call number type | RM | Up to local groups |
General | Cataloging level available | RM | Set to “FALSE” (Per Ex Libris) |
General | Course restricted field | RM | Up to local groups (Ex Libris recommended standardizing but we already have 2 campuses with course data in different fields so we’ll look at this for go-live) |
General | Non Serial Match profile | RM | Leave as default, this will be set in the NZ later |
General | Serial Match profile | RM | Leave as default, this will be set in the NZ later |
General | Subfield separator | RM | Set to “$$,” CZ and NZ will use $$ |
General | System date format | RM | Up to local groups |
General | Use holdings form | RM | Up to local groups |
General | Working copy lock timeout | RM | Set to “4” |
General | Acquisitions section | Acq/ERM | Local settings as appropriate, consulting with FG member as needed. Note on PO line and PO prefix: Ex Libris recommends the default settings. Current Alma FG members indicate this provides a good distinction between migrated system POs and Alma-borne POs. |
Primo VE - Config | Discovery | Up to local groups | |
Primo VE - Dig Repo | Discovery | Up to local groups | |
Booking | Fulfillment | Up to local groups | |
Add ReShare Libraries | Up to local groups | ||
Licensing | Acq/ERM | Licensing Tab may not be on every Vanguard site’s configuration form. This tab has extensive settings regarding terms, their order, and display in the discovery interface (after being linked from a resource record). FG advises local sites to complete as appropriate, with note that this is a likely area of harmonization. | |
WorkOrders | Up to local groups | ||
Create Controlled Vocab | Up to local groups | ||
Translations | Up to local groups |
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