Menu Options

(General Menu & each individual configuration menu)

For open config: all menu options on this list appear (black text and the text)

Foe closed config: only options in black text are available.  If text is like this, that option was not available.

• Acquisitions:
• Purchase Order Lines
  • Search for PO Line
  • Order Without Inventory
  • Review
  • Claim
  • Renew
  • Review Deferred
  • Manage Trials
  • Manage EDI Tasks
  • Purchase Order
    • Package
    • Review
    • Approve
    • Delete PO
    • Receiving and Invoicing
      • Search for Invoice
      • Receive
      • Create Invoice
      • Review
      • Approve
      • Waiting for Payment
      • Post-Receiving Processing
        • Receiving Department Items
        • Scan in Items
        • Import
          • Import
          • Monitor and view Imports
          • Resolve Import Issues
          • Acquisitions Infrastructure
            • Vendors
            • Funds and Ledgers
            • Transfer Funds
            • Move Funds in Hierarchy
            • Licenses
            • Advanced Tools
              • Exchange Rates Report
              • Rollover Ledgers
              • Rollover PO Lines
              • Patron Driven Acquisition (PDA)
              • Manage Sets
              • Change Vendor in Order
              • Acquisitions Configuration
                • Configuration Menu
• Resource Management
• Search and Sets
  • Repository Search
  • Manage Sets
  • Manage exports
  • Manage Collections
  • Cataloging
    • Search External Resources
    • Browse Shelf Listing
    • Open Metadata Editor
    • Create Inventory
      • Add Local Electronic Collection
      • Add Local Portfolio
      • Add Physical Item
      • Add Digital Representation
      • Manage Inventory
        • Community Zone Updates Task List
        • Manage Electronic Resources Activation
        • Shelf Report
        • Import
          • Import
          • Update single record from file
          • Monitor and View Imports
          • Resolve Import Issues
          • Advanced Tools
            • Overlap Analysis
            • Digital Uploader
            • Resource Configuration
              • Configuration Menu
• Fulfillment
• Checkout/Checkin
  • Manage Patron Services
  • Return Items
  • Resource Requests
    • Pick from Shelf
    • Scan in Items
    • Expired Hold Shelf
    • Active Hold Shelf
    • Approve Digitization Requests
    • Monitor Requests & Item Processes
    • Course Reserves
      • Courses
      • Reading Lists
      • Resource Sharing
        • Rota Templates
        • Advanced Tools
          • Fulfillment Configuration Utility
          • Create Fulfillment Sets
          • Bulk change Due Dates
          • View Restore Request Jobs
          • View Overdue and Lost Loan Jobs
          • Offline Circulation
          • Items Requiring Action
          • Create Fines and Fees Report
          • Opening Hours
          • Fulfillment Configuration
            • Configuration Menu
• Administration
• User Management
  • Find and Manage Users
  • Purge User Records
  • Load Desk/Department Operators
  • Bulk Fine Waiving
  • Manage Sets
  • User Identifier Types
  • User Management Configuration
    • Configuration Menu
    • General Configuration
      • Configuration Menu
      • Advanced Tools
        • HealthCheck Dashboard
        • Analytics
          • Design Analytics
          • Configuration Menu
          • Subscribe to Analytics
          • Manage Jobs
            • Run a Job
            • Monitor Jobs

Configuration Menu Screens

ACQUISTIONS CONFIGURATION MENU

Purchase Orders

Reporting codes

Purchasing Review Rules

Shipping Method

PO Line Cancellation Reasons

Import Profiles

PO Line Types

PO Line Deferral Reasons

Acquisition Method

Invoices

Invoice Review Rules

Invoice Approval Rules

Disapproval Reasons

VAT Codes

Payment Method

Licenses

Sections Order

Manage License Terms

License Storage Location

License Review Status

General

Other Settings

Currency Subset

Fund and Ledger Fiscal Period

Receiving Department Validations

Fund Types

Acquisitions Jobs Configuration

RESOURCE MANAGEMENT CONFIGURATION MENU

Search Configuration

Search Indexes

Customize Indexes Labels

External Search Resources

External Search Profile

Repository Search

Cataloging

Metadata configuration

Controlled Vocabulary Registry

Cataloger Permission Level

Record Export

Publishing Profiles

Exclude Process Type from Publishing

Map Holdings fields into Bib record OCLC

Institution OCLC symbol

Map Holdings fields into Bib record Libraries Australia

Institution NUC symbol

Export URLs

Record Import

Import Profiles

Originating Systems for MD records

Remote Digital Repositories

General

Other Settings

Processes

Provenance Code

Accession Number

Inventory Number

E Task Statuses

Label Printing Tool

Call Number Parsing

Barcode Generation

Description Templates

Inventory Network Groups

Physical Item Sort Routings

Physical Material Type Descriptions

Call Number Mapping

Digital Storage

Library/Location Display

FULFILLMENT CONFIGURATION MENU

Library (READ-ONLY)

Opening Hours

Relationships

Transit Time

Circulation Desks

SIP2 Bin Configuration

Physical Locations

Remote Storage

Physical Fulfillment (READ-ONLY)

Fulfillment Units (READ-ONLY - can see TOU, polices, etc)

Terms of Use and Policies

Block Preferences

Auto Loan Renewal Rules

Item Policy Advanced Policy Configuration

Overdue and Lost Loan Profile

Loan Recalls Configuration

Request Task Name

Request Pickup Configuration

Self Check Messages

Patron Configurations

Patron Groups

Patron Limits

Loan Limits

User Block Description

User Block Definitions

User Demerits

Digital Fulfillment

Digitization Departments

Digitization Profile Rules

Access Rights

Copyrights

Electronic Document Delivery Rules

Courses

Processing Departments

Academic Departments

Additional Reading List Citation Statuses

Course Terms

Citation Attributes Types

Citation Attributes

Citation Attributes To Citation Attributes Types

Default CopyRight Status

Resource Sharing

Workflow Profiles

Copyrights

Rota Assignment Rules

Locate Profiles

Shipping Cost Lender Rules

Shipping Cost Borrower Rules

Sending Borrowing Request Rules

Patron Query Templates

Additional Requested Media

Requested Media Definition

Levels of Service

Library Mapping

Discovery Interface Display Logic

Display Logic Rules

Labels

Related Records

Direct Linking

General Electronic Services

Online Services Order

General Electronic Services Order

Locations Ordering Profile

Other Settings

General

Fulfillment Jobs Configuration

Other Settings

Printers

Article Form Mandatory Fields

Book Form Mandatory Fields

USER MANAGEMENT CONFIGURATION MENU

Roles and Registration

Profiles

Role Assignment Rules

User Registration Rules

Roles Report

Privileges Report

Roles Privileges

Mandatory Fields

Public Staff

External Contacts

User Details

User Groups

User Record Type/User Group

Job Categories

User Record Type/Job Category

User Name Display

Statistical Categories

Category Types

Statistical Categories/Types

User Titles

Library Notices Opt In

Patron Charges

Fines/Fees Behavior

Reasons for Waiving Fine/Fee

Fines/Fees Notification Profiles

General

Other Settings

User ID Generation

Delete User Policy

User Notifications Types

Contact Information Pop-Up

Collaborative Networks

Linked Account Rules 

Restricted Users

General Configuration

Libraries

Add a Library or Edit Library Information

Relationships

Define Campuses

Locations

Physical Locations

Remote Storage

Work Orders and Departments

Work Order Types

Work Order Departments

External Systems

Integration Profiles

S/FTP definitions

Allowed Emails

Allowed S/FTP connections

Branding/Logo

Alma Logo and Color Scheme

Delivery System Skins

General Configuration

Letter emails

Letter Activity

Notification Template

XML To Letter Admin

Customize Letters

Other Settings

Institution Languages

Home page Notifications

CRM Contacts

Staff Login Report

Widgets

Customized Widgets

Primo Widget Search Fields

Primo Widget Search Precision

Primo Widget Configuration

Configure Other Modules

Acquisitions

Resource Management

Fulfillment

User Management

Security

IP Group Configuration

Login Restriction Configuration