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    Configuring Processing Departments

    To configure processing departments, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Processing departments are the internal/staff units that are responsible for managing course reading lists and citations. This field is mandatory when creating a course (see Adding a Course), but it is (currently) for informational purposes only.
    Each Alma institution or library can include many processing departments. Each processing department that you define at the institution level is available to the libraries within the institution.
    You configure processing departments from the Department List page (Fulfillment > Fulfillment Configuration > Configuration Menu > Courses > Processing Departments).
    Department List Page
    Ensure that you are within the context of the institution/library whose processing departments you want to configure by selecting the required institution/library from the You are configuring filter on the Fulfillment Configuration page.
    This page is the same as that used for configuring digitization departments. For instructions on adding, editing, and deleting processing departments, see Configuring Digitization Departments.

    Configuring Academic Departments

    To configure academic departments, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Alma lets you define academic departments with which you can associate courses (see Adding a Course). For example, you can create an academic department for Exact Sciences. You can then associate a particular course (for example, Introduction to Chemistry) with this academic department. Note that you can define academic departments at the institution level only.
    Academic departments may be either enabled or disabled. By default, all new academic departments are enabled. The defined academic departments appear in all Academic department drop-down lists in Alma, in the same order in which they are listed on the Code Table page on which you define them. Only enabled academic departments appear in the Academic department drop-down lists.
    You configure academic departments from the Course Faculties Code Table page (Fulfillment > Fulfillment Configuration > Configuration Menu > Courses > Academic Departments).
    Course Faculties Code Table Page – Academic Departments
    Ensure that you are within the context of the institution whose academic departments you want to configure by selecting the required institution from the You are configuring filter on the Fulfillment Configuration page.
    Most of the details are system-generated and cannot be edited.
    To add a department, enter the information about the department in the Create a New Code Table Row area. You can enable or disable departments, or select one as the default selected department in the drop-down list. For more information about code tables, see Code Tables.

    Configuring Reading List Citation Statuses

    To configure reading list citation statuses, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Alma enables you to assign a status to citations of course reading lists (see Managing Citations). You can also configure additional, user-defined citation statuses. Note that you cannot remove Alma's predefined statuses.
    You define additional citation statuses on the Additional Reading List Citation Statuses Code Table page (Fulfillment > Fulfillment Configuration > Configuration Menu > Courses > Additional Reading List Citation Statuses).
    Code Table Page – Additional Reading List Citation Statuses
    Ensure that you are within the context of the institution/library whose additional citation statuses you want to configure by selecting the required institution/library from the You are configuring filter on the Fulfillment Configuration page.
    You can add, edit, and delete additional citation statuses on this page. You cannot edit or delete the system-defined statuses.
    To add a status, enter the information about the department in the Create a New Code Table Row area. You can select a status as the default selected status in the drop-down list. For more information about code tables, see Code Tables.

    Configuring Course Terms

    To configure additional reading list statuses, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    Course terms appear in the Terms list field when adding a new course on the Manage Course Information page. For more information, see Managing Courses.
    You manage course terms on the Course Terms code table page (Fulfillment > Fulfillment Configuration > Configuration Menu > Courses > Course Terms). It is not possible to add or delete course terms; however, you can customize the course term descriptions and enable/disable the terms. For more information, see Code Tables.
    Course Terms Page

    Configuring Citation Attribute Types

    To configure citation attribute types, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    When working with citations, you can add attributes to the citations (see Attaching Citation Attributes to Citations). Each attribute has a name and a type.
    You can configure additional attribute types that you will then be able to map to attributes on the Citation Attributes Types Code Table page (Fulfillment > Fulfillment Configuration > Configuration Menu > Courses > Citation Attributes Types). For more information about working with this page, see Code Tables.
    Citations Attributes Types Code Table Page -– Quick Add Section
    The Default value field is not relevant in this table.
    Alma comes configured out-of-the-box with the citation attribute type Requested_format. Up to five citation attributes can be added per citation attribute type.

    Configuring Citation Attributes

    To configure citation attributes, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    When working with citations, you can add attributes to the citations (see Attaching Citation Attributes to Citations). Each attribute has a name and a type.
    You can configure additional attributes for citations on the Citation Attributes Code Table page (Fulfillment > Fulfillment Configuration > Configuration Menu > Courses > Citation Attributes). For more information about working with this page, see Code Tables. Alma comes configured out-of-the-box with the citation attributes Book, Audio, CD, and DVD.
    Citations Attributes Code Table Page – Quick Add Section
    The Default value field is not relevant in this table.
    Up to five citation attributes can be added per citation attribute type.

    Mapping Citation Attributes to Citation Attributes Types

    To configure citation attributes to citation attributes types, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    When working with citations, you can add attributes to the citations (see Attaching Citation Attributes to Citations). Each attribute has a name and a type.
    Before you use citation attributes, you must map citation attributes to citation attribute types on the Citations Attributes To Citations Attributes Types mapping table page (Fulfillment > Fulfillment Configuration > Configuration Menu > Courses > Citation Attributes to Citation Attributes Types).For more information about working with this page, see Mapping Tables.
    CitationsAttributesToCitationsAttributesTypes Mapping Table Page – Quick Add Section
    Alma comes configured out-of-the-box with the Book, Audio, CD, and DVD attributes mapped to the Requested_format attribute type.
    You can add additional attribute types and attributes, and map them to each other, as needed. Up to five citation attributes can be added per citation attribute type.
    To map citation attribute types to citation attributes:
    1. On the Citations Attributes To Citations Attributes Types mapping table page, locate the Quick Add section at the bottom of the page.
    2. In the Attribute field, select a citation attribute.
    3. In the Attribute type field, select a citation attribute type to which you want to assign to the selected attribute.
    4. Click Add Row. The mapped values appear in the Mapping Table Rows table.
      Citations Attributes To Citations Attributes Types Mapping Table Page – Mapped Values
      The attribute is mapped to the indicated attribute type. In the above image, High is mapped as a value for Request Priority.
    5. When you are done, click Customize.

    Configuring the Default Copyright Status of Reading List Citations

    To configure the default copyright status of reading list citations, you must have one of the following roles:
    • General System Administrator
    • Fulfillment Administrator
    You can configure the default option selected for a reading list citation's copyright status. This default can differ for repository, non-repository, and brief citations.
    To configure the default copyright status for citations:
    1. Open the Citations Copyright Default Status table (Fulfillment > Fulfillment Configuration > Configuration Menu > Course > Default Copyright Status).
      Citation Copyright Default Status Table
    2. For each citation type that you want to configure:
      1. Click Customize in the citation type's row.
      2. Select the default copyright status in the Attribute Type column.
      To restore a default, click Restore in the citation type's row. Note that the check marks in each row are non-functional and that you cannot add or delete copyright statuses.
    3. When you are done, click Save.

      The status you selected appears as the default value for Copyright status when creating a new reading list citation, such as on the Add Non-Repository Citation Page. For more information, see Adding Citations to a Reading List.
      Add Non-Repository Citation Page

    Configuring Citation Matching Criteria

    You can configure the fields that Alma uses to match newly-entered non-repository citations to Alma inventory. For books (with ISBNs), Alma tries to match to the MMS record. For articles (with ISSNs), Alma tries to match using the OpenURL link resolver.
    You configure the fields on the Match by Fields code table (Fulfilment > Fulfilment Configuration > Configuration Menu > Courses > Locate Citation by Fields).
    Match by Fields Code Table
    To add or remove fields as required matching criteria:
    Click the gray or yellow checkmarks in the rows. Click Customize when you are done. The display order and default value features on this page are not enabled.

    Configuring Citation and Section Tags

    Sections (and section tags) are only relevant for Leganto.
    In addition to attributes, citations and reading list sections can use an expanded tagging system.
    • Librarians can configure any amount of public or library tags for both citations and sections in Alma. Public citation and section tags appear to patrons in Leganto. Library tags can be seen only by instructors and librarians in Leganto and Alma.
    • Librarians can view and remove citation tags to/from citations in Alma. The tags assigned to citations appear in each citation section on the Edit Reading List page (Fulfillment > Course Reserves > Reading Lists; select Actions > Work On in the reading list row).
    • Defining tags is a two-step process:
      1. Define the tag in the Tags table.
      2. Configure the tags as citation/section and as public/library on the Tag Mapping table.
    To define tags:
    1. To define public tags, open the Tags code table (Fulfillment > Fulfillment Configuration > Configuration Menu > Courses > Tags). For information on working with code tables, see Code Tables.
      Public Tags Code Table
      Make any required changes. Note that the Default Value field currently has no effect. When you are done, click Customize to save your changes.
    2. Open the Tags to Tag Mapping table (Fulfillment > Fulfillment Configuration > Configuration Menu > Courses > Tag Mapping). For information on working with mapping tables, see Mapping Tables.
      Public Tags Code Table
      Make any required changes. When you are done, click Save to save your changes.