This checklist will be updated with new configurations and recommendations as needed.
Alma Configurations
- Update the Alma Calendar your institution / library (See Alma Calendar Management)
- Turn on notices, adjust wording where necessary (See ULMS Alma Letters Central Repository)
- Turn on lost & paid profiles / job
- Overdue and Lost Loan Profiles (See Alma Overdue and Lost Loan Profiles)
- Loan - Overdue and Lost Loan Job (See Configuring Fulfillment Jobs)
- Recommend leniency for CSU+ returns
- Turn on requesting in Alma / Primo (See RSFC/FFC Re-Open Forum Part 1 recording)
- Adjust request terms of use in each Fulfillment Unit
- Have you changed collections/locations available for requesting?
- Is requesting allowed by the same user groups?
- Are you providing the same delivery options?
- Update Hold Request form & Labels, if changed
- Define / adjust Time to Reshelve, if previously changed for quarantining (See ULMS Define Time to Reshelve)
Workflow Recommendations
- Develop procedures for restaffing and reopening (See FFC Recommendations)
- Develop procedures for courtesy returns (See Returning Books to the CSU Libraries)