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) Unscrub the emails and add to allowed emails list
- 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)
- Resource sharing forms configuration based upon recommendations from Discovery Group (Local)
- NCIP configuration (Local)
- Configure Document Delivery (Local)