Introduction

The Configuration Form is customized based on your institution’s Migration and Field Mapping Forms. The purpose is to establish a baseline or starting point for configurations, and to load basic rules.

...

Meetings will take place with Ex Libris to walk you through the form and so you can ask questions. There will also be 2 drop-in sessions for extra support.

Meeting Recordings

📺 https://clo-collaboration-spaces.atlassian.net/l/c/HH1TZmE3

Instructions & Resources

Your form is available on Basecamp in X folder [add link]the Configuration Form folder.

To fill out your Configuration Form, please review the Step 3: Alma Configuration Form - Early Policy Considerations. Then, refer to the annotated Alma Configuration Form Guide - CLSP Version 1 attached below for detailed instructions.

You will find recommendations, notes, and tips related to the CLSP Project in red and blue text. These addition additions are meant to assist you in filling out your form. If anything is not clear, please let us know by commenting below.

...

• You MUST fill out the tabs in order presented on the Configuration Form.

• Do not delay completing the form. There are inputs required for later tabs in the Configuration Form form that will generate time-consuming discussion.

• Some tabs may require more time to complete than others. Tabs 1-9 should be less time-consuming. Tab 10 may generate considerable discussion about local policies. Tabs 11-16 are relatively short and will not take as much time to complete, especially if you are ok with keep the default settings that as they often can be configured later.

• Enable macros.

• DO NOT add, delete or change cells unless given specific instructions in the Alma Configuration Form Guide.

• Complete the Data Validity Check tab when done.

...

• The structure of the Guide matches the tabs on the forms, so go you can use it in order.

• Skip chapter 2 (it has been done for you) & chapter 17 and beyond.

Alma Configuration Form Guide - CLSP Version 1

Version Table

This table is used for updates to the annotated Guide when changes are made.

Due Dates