Introduction
The Configuration Form is customized based on your institution’s Migration and Field Mapping Forms. The purpose is to establish baseline or starting point for configurations, and to load basic rules.
Configurations and subsequent changes are retained for cutover, as well as users with type ‘public’, libraries & locations codes, vendor records, analytic reports.
Nothing is written in stone; most things can be changed. When you have Alma Administration Certificate, you may configure Alma yourself.
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.
Important Dates
Activity/Deliverable | Date | Details |
|---|---|---|
Delivery of Forms | November 22 | Posted on Basecamp |
Configuration Form Meeting | November 23, 1-3pm | Invite sent by Aura |
Configuration Form Q& A | December 2, 1-2pm | Invite sent by Aura |
Configuration Form Drop-In Session 1 | Monday Nov. 29 11am-12pm | You will see an error message, but click the Download button and the calendar invite will open. |
Configuration Form Drop-In Session 2 | Thursday Dec. 9 10:30 - 11:30 am | You will see an error message, but click the Download button and the calendar invite will open. |
Draft Configuration Form due | December 8 | TBD (MFT?) |
Final Configuration Form due | December 17 | TBD (MFT?) |
Instructions & Resources
Your form is available on Basecamp in X folder [add link].
To fill out your Configuration Form, please use the amended Alma Configuration Form Guide - CLSP Version 1 attached below.
You will find recommendations, notes, and tips related to the CLSP Project in highlighted red text. These addition are meant to assist you in filling out your form. If anything is not clear, please let us know by commenting below.
Configuration Form General Tips
You MUST fill out the tabs in order presented.
Enable macros.
DO NOT add, delete or change cells.
If in doubt, fill it out
Complete the Data Validity Check tab when done.
Alma Configuration Form Guide Tips
The structure of the Guide matches the tabs on the forms, so go in order.
Skip chapter 2 (it has been done for you) & chapter 17 and beyond.