Test Phase Fulfill FG Member Prep - Fulfillment & ILL FG

Last updated: Dec 03, 2021

3 min read

Loading data...

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 (Go-Live) 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

The SILS mission is to transform library services and operations through innovation and collaboration. The future is shared!
 Question? Contact AskSILS-L@ucop.edu