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Best practice recommendations

The base profile name should contain the vendor, package or source of the records, followed by the type of records being imported, such as physical, electronic, or mixed.

For example:

Network Zone records start the profile with the following:

PACKAGE/VENDOR/SOURCE +  PHYSICAL/ELECTRONIC/MIXZED

GOBI Physical


For Community Zone records start the profile with the following:

CSU + PACKAGE/VENDOR/SOURCE  +  PHYSICAL/ELECTRONIC/MIXZED

CSU EBL ELECTRONIC

Procedures in Alma

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Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 



Create a Policy Statement

 

Added statmentRequest review

Identify and create best practice recommendations


 



Where applicable, identify and write up procedures in Alma


 




Tasks to be completed

  •  Type your task here, using "@" to assign to a user and "//" to select a due date