(Test load) Configuration Form

Legend: not started IN PROGRESS STALLED decided

Status	in progress
Scope	Test load
Description	Which items on the test load configuration form should be standardized?
Decision
Owning group	PPC → individual FGs
Approver	PPC
Stakeholders	R = FGs A = PPC C = Other FGs and stakeholders as needed I = ICs
Decision-making process	Each FG will mark config form line items for “HOLD” by 7/31 ICs will proceed to fill out all other lines on the form per local needs By Aug 7th morning, each FG will individually make recommendations on the appropriate tab / line item of the config form. PPC approves at meeting on Aug 7th. IC are informed of decisions by evening Aug 7th.
Priority
Due date	Jan 22, 2021

Recommendation

Config Form Tab	Section / Line Item	FG	Form Value (what to actually enter in the form)

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	Test Load Update: IP Match Criteria ties into Discovery functionality for scoping patrons' search results in Primo for electronic and physical items, and managing access to users (this can be done by building according to documentation). AEFG notes that access can be managed via the IP ranges given to content providers, as well as via the "Available For" functionality for Electronic Inventory. To provide the broadest possible settings for the Test Load, a recommended practice is to enter all of the institution's IP ranges at the Campus or institution level (the entire set of ranges can be entered for more than one row in the Campus section if needed). Further testing for resources that warrant restriction at this level can be done during the Test Load phase.
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	908: Label: Shared NZ processing note (908) 956: Label: Local URL (956) 970: Label: Local personal name (970) 973: Label: Local collection name (973) All others 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 set to “No” and “No”
General	Retrieve Services from NZ	RM	Set to “TRUE” (this is per Ex Libris)
General	Brief level	RM	Set to “03”
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	969
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	MM/DD/YYYY
General	Use holdings form	RM	Up to local groups
General	Working copy lock timeout	RM	Set to “1”
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 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, if present, with note that this is a likely area of harmonization during test load and possibly after go-live.
WorkOrders			Up to local groups (may not appear on all configuration forms)
Create Controlled Vocab			Up to local groups (may not appear on all configuration forms)
Translations			Up to local groups (may not appear on all configuration forms)

Reasoning

Config Form Tab	Section / Line Item	Status	FG	Reasoning for recommendation

Config Form Tab	Section / Line Item	Status	FG	Reasoning for recommendation

Background

Dependencies

Questions to consider

Action Log

Action/Point Person	Expected Completion Date	Notes	Status

Action/Point Person	Expected Completion Date	Notes	Status