Setting Up and Maintaining Alma Users – It’s Complicated
Thursday, May 3, 2018 at 9:00 AM–9:45 AM PDT
Meeting Room 1
Product or Program Track
Alma
Session Description
Everyone is a user in Alma. This includes your patrons. The Internal Users are your outside borrowers and the External Users are your Faculty, Staff and Students—WHAT??? And that is just the start!
What fields do you require in a new Internal user record? How do you simplify setting up all your new staff and student workers?
You can create profiles with roles that have functions or tasks assigned by Ex Libris and are scoped by you. Who needs which role and which roles are scoped? What are role assignment rules, user registration rules and user record types anyway and should you really care?
I plan to share some tips for troubleshooting user-record problems and have audience discussion at the end of the presentation.
Target Audience Skill Level
Beginner
Intermediate
Intermediate