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 by the Fulfillment and ILL FG members. 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 | |
Active | Work Order Operator | Fulfillment | Library | |
Active | Work Order Operator | Fulfillment | Institution | Digitization Dept. |
- Below are the minimum set of roles needed by members of the ILL Ops and User Exp. teams, so that they can complete their testing. These roles will be operator level roles that will allow the teams to test without being able to make any configuration changes. One of these “Fulfillment Staff Operator” roles should be created for each campus.
Status | Role Name | Role Area | Scope | Parameters |
Active | Circulation Desk Operator | Fulfillment | Library | Library’s Circulation Desk |
Active | Fulfillment Services Operator | Fulfillment | Institution | |
Active | Requests Operator | Fulfillment | Library | Library’s Circulation Desk |
Active | Physical Inventory Operator Limited | Inventory | Institution | |
Active | Work Order Operator | Fulfillment | Library | |
Active | Work Order Operator | Fulfillment | Institution | Digitization Dept. |
Ex-Libris Documentation on User Roles/Permissions
- Fulfillment FG member with permissions, or local person responsible for account creation- Recreate Test patron accounts for the three groups (Fulfill FG, ILL Ops, Discovery User Exp.) to use during testing. Enter test account information into this form https://docs.google.com/spreadsheets/d/1V9cIirzzQ3kDChYHr8XK-W3saXQKqg_fxRLbLi5TbdY/edit#gid=0
- Fulfillment FG member with permissions, or local person responsible for configuration- Confirm fines and fees are correctly configured locally.
- Fulfillment FG member with permissions, or local person responsible for configuration- Configure consortial blocks for patrons that let items go to lost status. Configuration path: Alma Configuration Menu>Fulfillment>Patron Configuration> User Block Description https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/030Fulfillment/080Configuring_Fulfillment/060Patron_Configurations#Configuring_User_Block_Descriptions_and_Definitions
- Fulfillment FG member with permissions, or local person responsible for configuration- Configure testing emails. Unscrub the emails and add to allowed emails list.
- Ex-Libris, but Local teams should check configuration. Configure supplier of last resort (Test and Go-Live) Strategy for Resource Sharing with WorldShare ILL
- Local team – Generate wskey for Alma User API (read-only access) in Ex Libris Developers network and send to joe.ferrie@ucop.edu.
- Local team ILL-OPS rep - Provide CDL with information about your Alma pickup locations and how they correspond to VDX locations; provide CDL with information about your Alma patron groups and how they correspond to VDX patron groups. (Details will be provided to ILL-OPS.)
- UCLA and UCB Local teams- Make sure RLF requestable types (general collection and non-circ, but requestable) have the correct item type that allows for requesting within the AFN.
- Fulfillment FG member with permissions, or local person responsible for configuration- Resource sharing forms configuration based upon recommendations from Discovery Group (Test) Policies for Resource Sharing Forms
- Fulfillment FG member with permissions, or local person responsible for configuration- NCIP configuration for campuses that currently use the service.
- Fulfillment FG member with permissions, or local person responsible for configuration- Configure Document Delivery
- Fulfillment FG member with permissions, or local person responsible for configuration- Configure Calendar-Open Hours
- Fulfillment FG member with permissions, or local person responsible for configuration- Verify configuration for Item Level Request for AFN (Primo is now able to populate a list of requestable item descriptions from a partner of type AFN in the Resource Sharing Request form, when the requested resource is a multi volume/serial issue).
Ex-Libris Configuration Meeting with FG Recording: https://drive.google.com/file/d/1mcNc7tY841eo43mcQkfZMh0K7s5ZQmM5/view?usp=sharing
7 min- User Block Configuration
16 min- Resource Sharing Form Configuration
33 min- Network User Linked Account Configuration
40 min- Rota