GuideMe Frequently Asked Questions (FAQ)
GuideMe is a help tool layered over Alma, providing step-by-step guidance enabling you to get just-in-time help on selected workflows. The flows are segmented by role displaying flows relevant to your role in your institution. Additional GuideMe flows will be added on an ongoing basis. Listed below are some Frequently Asked Questions about GuideMe:
Why can't I see the GuideMe widget?
- The GuideMe widget
is only available on the Alma home page. However, you can still access GuideMe from the Alma help menu. - It is possible that the GuideMe feature has been disabled for your institution.
Why can't I see a specific GuideMe that I know exists?
- The walkthroughs are segmented according to user role. If you do not have the correct user roles, you will not be able to access walkthroughs that require those permissions.
- A walkthrough will not appear if your user interface is configured for a right-to-left language.
Can I suggest an idea for a GuideMe that I would like to see?
We would be happy to hear your ideas. Submit your suggestions at the Ex Libris Idea Exchange. Select the GuideMe category under the Alma heading.
How can I report an issue with a GuideMe?
Click on the Email us your feedback link in the GuideMe main menu.
Is GuideMe compliant with privacy standards?
GuideMe captures user clicks on Alma pages to track how the pages are being used. GuideMe never stores any personal information regarding the user. Any data that is stored is anonymized for analytic information only. No IP addresses are collected.
What languages does GuideMe support?
GuideMe walkthroughs are in English but are available on most localized UIs, with the exception of right-to-left languages.
How do I know what the prerequisites are for a GuideMe?
If there are special prerequisites for a GuideMe, the first step of the GuideMe will outline them.
What GuideMe walkthroughs are available?
| GuideMe Walkthrough | Roles |
|---|---|
| Add a Course | Course Reserves Operator/Manager or Fulfillment Services Operator/Manager |
| Add a Reading List | Course Reserves Operator/Manager or Fulfillment Services Operator/Manager |
| Add Citations | Course Reserves Operator/Manager or Fulfillment Services Operator/Manager |
| Activate an Electronic Collection from the CZ | Electronic Inventory Operator, Repository Manager |
| Update PO Lines Information - Advanced | Purchasing Operator or Purchasing Manager or Acquisitions Administrator |
| Configure Printouts Queue on a Printer | General Systems Administrator or Fulfillment Administrator |
| Use the Printouts Queue | Printouts Queue Manager or Printouts Queue Operator |
| Configure an Import Profile for Single Record | Catalog Administrator, General System Administrator, Repository Administrator |
| Configure a SUSHI Account | Vendor Manager |
| Configure Pickup at Item's Library or Campus | General Systems Administrator or Fulfillment Administrator |
| Change Libraries that are Possible Pickup Location | General Systems Administrator or Fulfillment Administrator |
| Change On-Shelf Request Policy | General Systems Administrator or Fulfillment Administrator |
| Output Portfolio URLs to a Spreadsheet | Electronic Inventory Operator or Repository Manager |
| Restore Deleted Bibliographic Record | Repository Manager |
| Rollover Ledgers | Fiscal Period Manager |
| Rollover PO Lines | Fiscal Period Manager |
| Rollover Resource Sharing Requests | Fiscal Period Manager |
| Export Catalog for Cleanup | Cataloger, Catalog Manager, Catalog Administrator |
| Import Catalog After Cleanup | Acquisitions Administrator, Catalog Administrator |
| Create a Set for a Manual Job | Widely available |
| Save a Query for a Manual Job | Widely available |
| Create a Normalization Rule for Bib Records | Cataloger, Catalog Manager, Catalog Administrator |
| Create a Normalization Process | General Systems Administrator, Catalog Administrator |
| Run a Normalization Process on a Set of Records | Catalog Manager, Catalog Administrator |
| Managing Active Hold Shelf Items | Requests Operator |
| Managing Expired Hold Shelf Items | Requests Operator |
| Activate E-Resource from CZ via Activation Task List | Electronic Inventory Operator, Repository Manager |
| Testing Loan Policies with the Fulfillment Configuration Utility | Fulfillment Services Manager, Fulfillment Administrator, User Manager, Circulation Desk Operator, Circulation Desk Manager, General Systems Administrator |
| Test Access to an Activated E-Resource | Electronic Inventory Operator, Repository Manager |
| Create a Terms of Use and a Policy | General Systems Administrator, Fulfillment Administrator |
| Add a Terms of Use to a Fulfillment Unit | General Systems Administrator, Fulfillment Administrator |
| Using the Fulfillment Configuration Utility | General Systems Administrator, Fulfillment Administrator, Fulfillment Services Manager, User Manager, Circulation Desk Manager, Circulation Desk Operator |
| HealthCheck for Fulfillment Configuration | General Systems Administrator |
| Examine the CZ Updates Task List | Repository Manager |
| Purchasing a Physical Item (Book) | Purchasing Operator, Purchasing Manager |
| Purchasing an Electronic Collection | Purchasing Operator, Purchasing Manager |
| Use an Analytics Report to Create a Widget | General Systems Admin, Analytics Administrator |
| Invoice a Continuous Subscription POL | Invoice Operator, Invoice Manager |
| Check Out an Item to a Patron (NEW) | Circulation Desk Operator, Circulation Desk Operator - Limited, Circulation Desk Manager |
| Return Loaned Items (NEW) | Circulation Desk Operator, Circulation Desk Operator - Limited, Circulation Desk Manager |
| Create a Patron Physical Item Request (NEW) | Circulation Desk Operator, Circulation Desk Operator - Limited, Circulation Desk Manager |
CDI: |
|
| Avoid Duplicate Ebook Results in CDI | CDI Inventory Operator, Electronic Resources Operator, Repository Manager |
| Enable Collection for CDI Discovery Only in IZ | CDI Inventory Operator |
| Enable Collection for CDI Discovery Only in CZ | CDI Inventory Operator |
| Activate Collection for Search in CDI in IZ | CDI Inventory Operator |
| Activate Collection for Search in CDI in CZ | CDI Inventory Operator |
How do I turn GuideMe on or off?
GuideMe is enabled at the institution-level by default.
Toggling GuideMe on/off is possible in two ways:
- Institution-level - Your System Administrator can enable or disable GuideMe for your institutions as a whole. When turned off, GuideMe will not be available to any users. In the Configuration menu > General > Other Settings, set the enable_new_walk_me parameter to true to enable GuideMe, or set the enable_new_walk_me parameter to false to disable it.
- Individual user - Users can show/hide their GuideMe on screen elements from the Alma Help menu. When the GuideMe toggle is set to hide, no GuideMe elements are visible on screen; however, you can still trigger walkthroughs from the Alma help menu by selecting GuideMe.