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Vanguard helped us figure out permissions needs of FULFILL FG members, and some base configurations needed for testing. Each member should run through this list once they are given access to the Test environment in February 2021.

  • Make sure you have the right permissions and locations set up in ALMA. Below are the minimum set of roles needed. For those with a scope of library, you’ll need to add the roles to each library at your institution that you’ll want to test.

Status

Role Name

Role Area

Scope

Parameters

Active

Circulation Desk Manager

Fulfillment

Library

Library’s Circulation Desk

Active

Circulation Desk Operator

Fulfillment

Library

Library’s Circulation Desk

Active

Circulation Desk Operator - Limited

Fulfillment

Library

Library’s Circulation Desk

Active

Designs Analytics

Miscellaneous

Institution

Active

Fulfillment Administrator

Fulfillment

Institution

Active

Fulfillment Services Manager

Fulfillment

Institution

Active

Fulfillment Services Operator

Fulfillment

Institution

Active

Patron

Fulfillment

Institution

Active

Physical Inventory Operator

Inventory

Institution

Active

Requests Operator

Fulfillment

Library

Library’s Circulation Desk

Active

User Manager

User Management

Institution

  • Recreate Test patron accounts for the group to use during testing. Refer to the Vanguard Testing Worksheet for the accounts created during Vanguard. https://docs.google.com/spreadsheets/d/1bUjEXKsrlnxASwoYzjm-DmZNpAAnxUge5eR0o9rXDsI/edit#gid=0
  • Confirm fines and fees are correctly configured locally.
  • Configure consortial blocks for patrons that let items go to lost status (Local? Network?)
  • Configure testing emails (Local)
  • Configure supplier of last resort (ICs or Ex-Libris?)
  • Make sure RLF requestable types (general collection and non-circ, but requestable) have the correct item type that allows for requesting within the AFN. (UCLA and UCB)
  • NCIP configuration (Local)
  • Configure Document Delivery (Local)
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