Common tasks in Alma

The following is a list of common tasks in Alma, that you can use to guide your hands on experience in your Alma test instance. Performing these tasks can be used to guide training activities at your campus and can also be used to perform basic functional testing of your system. How-to steps and general instructions are listed in the accompanying documentation.

For even more extensive how-to presentations on more specific topics within each functional area, check out these E x Libris how-to and training presentation s .

Acquisitions

Tasks	Documentation
Create an order manually	Ex Libris documentation on how to create a purchase order line
Create an order via EOD	Ex Libris video walkthrough of ordering via EOD
Perform Order Now via mail and EDI	Ex Libris documentation on creating an invoice by EDI
Search for an Order and view the details of an order	Ex Libris documentation on Searching for PO Lines
Receive physical material from a physical material order	Ex Libris documentation on receiving physical material
Activate an e-resource portfolio	Ex Libris documentation on activating e-resources
Activate an e-resource collection	Ex Libris documentation on activating an electronic collection
Add a local e-resource portfolio	Ex Libris documentation on adding a local e-resource portfolio
Add a local e-resource collection	Ex Libris documentation on adding a local electronic collection
Manage the process of e-acquisitions (licensing and test access)	Ex Libris documentation on associated a license with a portfolio
Create an invoice manually	Ex Libris documentation on creating an invoice manually
Create an invoice in batch	Ex Libris documentation on creating invoices from a file
See if claims are processed as expected	Ex Libris presentation on Claiming in Alma

Resource Management

Tasks	Documentation
Import new a record individually into Alma	How to import a single record into Alma
Import records in batch into Alma	How to import multiple records into Alma
Overlay/merge brief bib records with full bib records	Ex Libris documentation on overlaying brief records
Search External Resources	How to search external resources
Perform copy cataloging from all required external search resources	Ex Libris presentation on using the Metadata Editor
Batch update bibs and items	Ex Libris presentation on how to use normalization rules for Batch update
Print spine labels	Developer network article on spine labels Ex Libris presentation on printing spine labels
Suppress internal records from public display	Suppressing Alma records from Primo

Fulfillment

Tasks	Documentation
View an item's status (on loan, return date) when creating a request	Ex Libris documentation on creating a request
Request an item that is currently on loan	Ex Libris documentation on creating a request
Does a user request end up in the correct place in the request queue?	Ex Libris documentation on requests queue
Are notification slips sent/printed?	Ex Libris documentation on configuring Alma notifications
Can a patron physical resource request be fulfilled?	Ex Libris documentation on scanning in items
Loan and return items at the circulation desk	Ex Libris documentation on loaning items Ex Libris documentation on returning items
Check if non-circulatable items are blocked from being loaned	Ex Libris presentation on how to configure non-circulating items and override this loan policy
Check if different types of items are loaned for different time frames (different fulfillment rules)	Ex Libris documentation on configuring fulfillment rules Ex Libris video on using the Fulfillment Configuration Utility for testing loan periods
Add a library closed date exception, and check if your patrons' loan dates are adjusted	Ex Libris documentation on managing library hours
Define an automatic loan renewal rule	Ex Libris documentation on adding automatic loan renewal rules
If you accept fines/fees at the circulation desk, test processing user payments (is the patron account updated, does the receipt send/print?)	Ex Libris documentation on receiving user payments
Create and update a course and reading list	Ex Libris documentation on creating a new course Ex Libris documentation on adding a course reading list
Register a new patron	Ex Libris documentation on registering a new user
Alter a staff user	Ex Libris documentation on editing users

After Shibboleth is setup to login to Primo:

Create a user request via Primo	Primo My Account
Renew a renewable loan via Primo	Primo My Account
Check if patrons can view their fulfillment activities in Primo "My Account"	Primo My Account

Analytics

Tasks	Documentation
Run an out-of-the-box report	Ex Libris documentation on how to run an out of the box report
Create a new report	Ex Libris documentation on creating a new Analytics report
Schedule a report	Ex Libris documentation on scheduling an Analytics report
Subscribe to a report	Ex Libris documentation on how to subscribe to an analytics report