Page Comparison

User management

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-11%3A-Patron-Services---User-Management

• Alma Workshop Presentation: Session 11 Patron Services & User Management (slides 68-71)

• Alma Essentials > https://knowledge.exlibrisgroup.com/Alma/Training/AlmaEssentials/Alma_Essentials_-_English/B_User_Management

Setting broad roles for user management may help to avoid testing roadblocks.

Fulfillment

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-10%3A-Fulfillment-Overview

• Alma Workshop Presentation: Session 10 Fulfillment Overview (slides 63-67)

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-12%3A-Patron-Services

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-13%3A-Patron-Services---Requests-%26-Resource-Sharing

• https://exlibris.libguides.com/alma/fulfillment

Consider the Policies, TOU & Rules set up on your configuration form. Test loans, fines, etc.

Do they:

• circulate for the correct loan period?

• accrue the correct fine?

Resource management

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-7%3A-Cataloguing-(in-2-parts-due-to-15-min-break)

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-8%3A-Cataloguing---Import-Profiles%2FBulk-Processing-(in-2-parts)

• https://exlibris.libguides.com/alma/resources

Default cataloger permission levels will allow all cataloguers the ability to test all functionalities.

Acquisitions

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-2%3A-Acquisitions-Overview

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-3%3A-Acquisitions-%E2%80%93-Ordering-Physical

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-4%3A-Acquisitions-%E2%80%93-Ordering-Electronic

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-5%3A-Acquisitions---Receiving-%26-Activating

• https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-6%3A-Acquisitions-%E2%80%93-Invoicing

Discovery interface (Primo VE)

General

Analytics

https://clo-collaboration-spaces.atlassian.net/wiki/spaces/CI/pages/438108189/Recordings+-+Alma+Workshop+Sessions#Session-16%3A-Analytics