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**Alma/Primo VE Main Resource Guide

This guide is one-stop site for everything related to FLVC's integrated library system (Alma) and discovery tool (Primo VE). Included are sections on training courses, basic functions of Alma, access to test environments, managing staff accounts, and more

Catalog and Repository Administrator Guidelines

Guidelines for Alma Resources Configuration Menu Options

The options under this menu are usually governed by one or more of the following roles:

  • Catalog Administrator
  • Repository Administrator
  • General Systems Administrator
  • Deposit Manager - Digital assets deposits 

Best Practices

  • Become thoroughly familiar with documentation explaing the configuration options and/or tables
  • Make backups of the tables before making changes
  • Follow FLVC advice with regards to local vs. FLVC changes
  • Whenever possible Test in the sandbox to review changes to Alma behavior or interface display
  • Keep in mind whether your changes might affect other institutions

Resources Configuration menu Options is divided into six sections covering various areas of configuration:

  1. Search Configuration
  2. Cataloging
  3. Record Export
  4. Record Import
  5. Deposit
  6. General

*NOTE*: The 'Resources' Configuration menu only appears when the Institution is selected for configuration.

  • Search Configuration
  1. Controlling what indexes appear in Simple and Advance searches
  2. Customizing index labels that appear in the list of indexes
  3. Configuring of external search resources
  4. Determine whether thumbnails appear in result screen in Alma search
  5. Determine local fields that display in Network Zone records
  • Cataloging
  1. Metadata Configuration – FLVC
  2. Controlled vocabulary
  3. Author number generation
  4. BIB record merge behavior – FLVC
  5. MARC Slim configuration
  6. MARC21 browse BIB headings and Subjects
  • Record Export
  1. Map Holdings data to BIB records for OCLC DataSync workflow - Consult with FLVC
  2. Map Library and Collection codes to OCLC symbols for OCLC DataSync workflow - Consult with FLVC

*NOTE*: Section has additional configuration options pertaining only to Libraries Australia

  • Record Import
  1. Define Import Profile Originating System to select from dropdown list in profiles
  2. Configure Remote Digital Repositories
  • Deposit
  1. Controls the configuration of Digital Desposits

*NOTE*: Requires Deposits Manager or General Systems Administrator role.  Functionality associated with Alma Digital and general digital assets management in Alma.

  • General
  1. Configure the Other Settings mapping table – various system settings
  2. Configure various other codes, functions and tables pertinent to inventory setup, jobs, behavior or use.

List of entries under the General section:

Other Settings

Processes

Provenance Code

Accession Number

Item Sequences

Control Number

E Task Statuses

Label Printing Tool

Call Number Parsing

Barcode Generation

Description Templates

Inventory Network Groups

Physical Item Sort Routines

Physical Material Type Descriptions

Brief Levels

Call Number Mapping

Digital Storage

Library/Location Display

Representation Label Templates

Resource Management Jobs Configuration

Reminder Types

Reminder Statuses

Statistics Notes 1-3

Authority Control Task List Types

Authority Control Rules

Medium Types