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Checklist Section | Useful Links There is a single presentation for all Alma Workshop sessions so the starting slide numbers is provided with the recording.The presentation file is available on the /wiki/spaces/CI/pages/438108189 page. | Tips/Hints |
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User management | | Setting broad roles for user management may help to avoid testing roadblocks. |
Fulfillment | | Consider the Policies, TOU & Rules set up on your configuration form. Test loans, fines, etc. Do they: |
Resource Management and Inventory | | Default cataloger permission levels will allow all cataloguers the ability to test all functionalities. |
Acquisitions | | While not all libraries are migrating acquisitions, your test environment provides a good opportunity to explore potential. |
Discovery interface (Primo VE) | | Note: only complete checklist pages for Primo VE, page 6 & 7 Don’t forget to test functionality for linking and accessing patron accounts from both on and off campus. |
General | Ex Libris Training Links: | Please be aware each library is responsible for training their own staff. To support this training, we are developing training material for library staff not involved in CLSP implementation (coming soon). |
Analytics | | |
[Go to Part 4? - Coming soon]
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