(Test load) Configuration Form

Fulfillment

FULFILL

Up to local groups

Libraries

IP Match Criteria

PPC

Can tie in to functionality with discovery per 7/30 Configuration call. Acq/ERM FG note (consulting w/ Discovery FG): Per the Configuration Guide, providing IP information for campus or library is not mandatory. Alma uses IP ranges to modify the display of patrons’ search results in Primo, and to assist in managing/restricting access to users. FG recommends leaving these fields blank for further exploration in the Vanguard.

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

1. 908: Label: Shared NZ processing note (908)

2. 956: Label: Local URL (956)

3. 970: Label: Local personal name (970)

4. 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

Create Controlled Vocab

Up to local groups

Translations

Up to local groups