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    Configuring Other Settings (Resource Management)

    Translatable
    To configure other settings, you must have one of the following roles:
    • Catalog Administrator
    • Repository Administrator
    • General System Administrator
    This option enables you to customize miscellaneous settings that are not specific to any other resource management action.
    You configure these settings from the Customer Parameters Mapping Table page (Configuration Menu > Resources > General > Other Settings).
    Other Settings Mapping Table Page
    The following table describes the options on this page:
    Other Settings
    Parameter Key Description
    access_right_default_policy The access rights that are applied to all digital inventory that are not attached to access rights (see Configuring Access Rights). Possible values are:
    • Restrict – All users are restricted from accessing the specified digital object
    • Allow – All users are allowed to access the specified digital object
    activation_due The number of days to add to the current date to calculate the default e-activation task due date. The value is added to all e-activation tasks. When the due date passes, a notification is sent to the user that is assigned the e-resource activation task and an alert is displayed in the user’s list of tasks. For more information, see Managing Electronic Resource Activation and Manually Creating a PO Line.

    add_punctuation_for_heading

    Use this customer parameter to control how punctuation is handled when a bibliographic record is updated by headings information. The following options can be configured:

    • Y
    Enter Y to have the system add or correct punctuation using the rules identified in the Implemented Punctuation Rules for Updated Bibliographic Records section. This is the default setting.
    • N
    Enter N to specify that no punctuation is to be added or corrected when bibliographic records are updated by headings information.
    • LDR
    Enter LDR for this customer parameter when you want the system to determine how to handle the punctuation based on the content of position 18 in the LDR. When position 18 contains c or n (see the MARC 21 standard), punctuation is not added to the bibliographic record. For anything else specified in position 18, punctuation is added or corrected in the bibliographic record.

    These punctuation settings apply when:

    alternate_graphic_representation_editing Set the value for this parameter to true to enable the Alternate Graphic Representation option in the Edit menu of the MD Editor. The Alternate Graphic Representation function replaces the Add Alternate Graphic Representation function in the Edit menu and can be expanded to provide the following options:
    • Add
    • Change Script (This feature is under construction and is scheduled for a future release.)
    • Link Fields
    • Unlink Fields (This feature is under construction and is scheduled for a future release.)
    • Flip Fields
    If the value for this parameter is blank or set to false, the Add Alternate Graphic Representation function is the option presented in the Edit menu of the MD Editor.
    This capability is provided for institutions that mainly work with non-Latin scripts.
    asrs_socket_timeout Not functional (for future use).
    authority_control_link_available When this parameter is set to true, the headings that are successfully linked are reported and available in the Authority Control Task List under the All tab. The default setting for this parameter is false. For more information, see Using the Authority Control Task List.
    brief_level Set the value that identifies the brief level threshold for records. Records with the same/equal value or less are considered brief records. You may use the values 00 through 09 to identify the brief level threshold. The default value for this parameter is 01.
    By specifying 00 for the brief_level parameter, all records will be evaluated as not brief since the minimum brief level value that can be saved in a bibliographic record is 01. For institutions that choose not to use brief level criteria for evaluating records and want to avoid the brief level warnings that occur when creating PO lines, for example, the brief_level parameter should be set to 00.
    The brief_level parameter is used as a threshold to evaluate the brief level of records. It does not change the brief level value assigned to individual records.
    For more information, see Working with Brief Record Levels.

    browse_headings_use_uniform_title_in_names

    Use this parameter to control the option for Uniform Title when doing a Names browse in Browse Bibliographic Headings (Resources > Cataloging > Browse Bibliographic Headings). The Uniform Title option appears in the Source Code drop-down list when the Heading Type of Names is selected and the browse_headings_use_uniform_title_in_names customer parameter is set to true. This is the default parameter setting.

    Uniform_Title_Source_Code_Option_02.png

    Uniform Title Source Code Option

    When browse_headings_use_uniform_title_in_names is set to false, Uniform Title does not appear as an option in the Source Code drop-down list for a Names browse.

    Regardless of the browse_headings_use_uniform_title_in_names configuration setting, uniform titles (fields 130, 630, and 730) are indexed under the headings type of Title and may be browsed using this option in Browse Bibliographic Headings.

    Title_Heading_Type_02.png

    Title Heading Type

    See Names and Title for more information.

    call_number_type

    If the call number type of a given holdings record has not been specified (MARC 852 first indicator) and no default call number type has been configured for the location of the holdings record, the value selected here is used by default. The following values for the call number type are supported:

    • # – No information provided
      With this call number type specified, the first indicator of the 852 field is entered/saved as a space.
    • 0 – Library of Congress classification
    • 1 – Dewey Decimal classification
    • 2 – National Library of Medicine classification
    • 3 – Superintendent of Documents classification
    • 4 – Shelving control number
    • 5 – Title
    • 6 – Shelved separately
    • 7 – Source specified in subfield $2
    • 8 – Other scheme
    cataloging_level_user_preferences Customize the behavior of the Cataloger Permission Level drop-down list in the MD Editor. When true, the cataloging level that appears in the Cataloger Permission Level drop-down list while working with a record becomes the default cataloging level. This default remains in place as subsequent records are edited, even when you log out and log back in. The default stays the same until another cataloging level from the Cataloger Permission Level drop-down list is selected; and then this new selection becomes the default.
    The options are:
    • true – The Cataloger Permission Level selected remains the default as subsequent records are edited.
    • false (or blank, no setting specified) – Turn this feature off.
    This parameter controls the default cataloging level for bibliographic records, local authority records, and externally managed authority records. Note that it is overruled by the use_record_cataloging_level_by_default parameter (detailed below).
    See Cataloging Privileges for more information.
    central_record_management Where records are managed in a Network Zone. To be configured in member institutions. For more information, see Network-Managed Records in a Collaborative Network. Options are:
    • ENFORCE_NETWORK - Record management is in the Network Zone.
    • DEFAULT_INSTITUTION - Record management is in the institution. The UI defaults to the institution in all locations, but you can select the Network Zone instead.
    • DEFAULT_NETWORK - Record management is in the Network Zone. The UI defaults to the Network Zone in all locations, but you can choose the institution instead.
    course_restricted_bib_data_will_be_deleted Select true to delete a bibliographic record that is created as course restricted when the course is deactivated. If the value of this field is false, the record is suppressed from publication. Also see Adding Citations to a Reading List.
    course_restricted_field The field in the bibliographic MARC record that indicates whether a bibliographic record is restricted for use by a course. Note that it is possible in Alma to use defined subfield separators, such as dollar dollar $$ or double dagger ‡. The type that is defined as the subfield separator must also be stipulated in this field. Also see Adding Citations to a Reading List.

    db_categories_field

    For Primo and Primo VE, this field indicates which MARC field holds the database categories for Database Search. For more details, see Database Search for Primo or Configuring Database Search for Primo VE.
    deposit_activity_report_last_run The last run time of the Deposit Activity Report job.
    disable_preferred_term_correction_job If set to false, the Authorities - Preferred Term Correction job performs preferred term correction on all bibliographic records that are linked to authority records via the Authorities - Link bibliographic headings job. By default, this parameter is set to true. For more information on this parameter and the Authorities - Preferred Term Correction job, see Working with Authority Records.

    display_specific_related_items

    For MARC 21, set this parameter to true to display in repository search results only the specific items identified in $g for related records cataloged with the 773 field.

    For UNIMARC, set this parameter to true to display in repository search results only the specific items identified in $v for related records cataloged with the 461 field.

    In order for this to work properly, you must catalog $g (MARC 21) or $v (UNIMARC) using  yr: and no:. For example: $g yr: 2014 $g no: 1

    See $g and $v item identification labels on the Configuring Related Records for Physical Inventory page for more information.

    distribute_resource_management_changes_last_run For future use.

    enable_deletion_of_linked_nz_record_without_inventory

    This parameter controls the ability for users with cataloging extended privileges to delete records without inventory for their institution, the Network Zone, and other member institutions. 

    Note that linked (cached) Network Zone records with inventory cannot be deleted by the Network Zone or Network Zone members.

    Also note that this customer parameter affects only linked Network Zone records. That is, a Network Zone record that is not linked to any member institution can be deleted regardless of this parameter’s value, either by a member institution or by the Network Zone.

    This parameter should be set in the Network Zone. The true/false setting for this parameter in the Network Zone affects the delete functionality for all the Network Zone members.

    • True – When this parameter is set to true, linked Network Zone records that have no inventory can be deleted. True is the default setting for this parameter.
    • False – When this parameter is set to false, linked Network Zone records that have no inventory cannot be deleted. As noted above, this is also true for records with inventory; they cannot be deleted. Be aware that the Held By indication in Alma is based on the existence of inventory, and it might be difficult to identify the Network Zone members who have linked local records when there is no inventory.

    For more information regarding linking/unlinking, see To copy Network Zone records to local records (without linking the records), or to unlink local and Network Zone records.

    enable_extender_index_linked_aut

    Set this parameter to true in order to enable the capability to include matches to non-preferred terms in any associated authority records for Keywords, Creator, Uniform Title, Names, Subject, and Subject (LC) repository searches. See Non-Preferred Terms in Repository Search for more information.

    enable_import_computer_generated

    Set this customer parameter to true to have the system update or create the LDR, 005, or 008 fields of the imported record that is stored in Alma. For these fields, the system handles the import in the following manner:

    • LDR – Updates the following:
      • 0-4 – Length of the record
      • 10 – Indicator count
      • 11 – Subfield count
      • 12-16 – Base address of data
      • 20 – Length of the length-of-field portion
      • 21 – Length of the starting-character-position portion
      • 22 – Length of the implementation-defined portion
    • 005 – Adds the date/timestamp (of the import) when this field is missing from the imported record.
    • 008 – Adds the date of the import in positions 0-5 and uses one of the default templates (such as MARC 21, KORMARC, UNIMARC, and CNMARC) provided in the MD Editor for the remaining positions in this field when this field is missing from the imported record.

    The default setting for this parameter is false.

    When this parameter is set to true, it applies to all imported records/types such as repository, authority, and so forth.

    enable_view_it_show_all_results

    Set this customer parameter to true to be able to view more that 25 entries when you use the View It feature in your search results.

    See View It for more information.

    export_portfolio_file_name_contains_id

    Set this parameter to true when running the export electronic portfolio job with KBART files, and the file name contains diacritics. When this parameter is set to true, the file name will contain an ID and not a package name (with diacritics). Using this option circumvents the issues that occur with file names that contain diacritics.

    When you leave this parameter set to the default, false, the system uses the package name in the file name when running the export electronic portfolio job with KBART files.

    See Export Electronic Portfolios for more information.

    external_central_SFX_API_base_url Not generally functional.
    generate_unique_barcode_max_retries Set the maximum number of times for Alma to attempt to create a new unique barcode when a non-unique barcode is identified during validation. The default setting is 3.
    When a non-unique barcode is found, Alma attempts to generate a unique barcode up to the maximum number of times specified. If a unique barcode is not generated within the number of retries, an error message appears.
    See Configuring Barcode Validation for more information.
    gnd_token Enter the token provided by GND for the parameter value. This token is used by GND for authentication when you contribute records to GND.
    For consortia, the Network Zone and the member institutions use and specify the same token in the parameter value for gnd_token.
    holdings_accession_number_generation_extended Set this parameter to true in order to configure and use institution-level and library-level accession number sequencing. See Configuring Accession Numbers for more information.
    ignore_cz_records Various processes in Alma (such as the following) use record matching before adding records to the institution's catalog:
    • Metadata import
    • OCLC Connexion matching
    • Linking Institution Zone records to Network Zone records
    To fine tune the matching process, Alma allows you to indicate at the institution level whether to consider matching records that are linked to the Community Zone.
    The valid values are true and false. If this parameter is set to true, Alma will match incoming records with any record that exists in the catalog and ignore bibliographic records that link to Community Zone bibliographic records.
    item_call_numbers_generate_enable Set this parameter to true to use the Generate button on the Physical Item Editor page to create alternative and/or temporary item-level call numbers from sequences defined in the Accession Number configuration.
    See Configuring Accession Numbers to configure your call numbers sequences and Updating Item-Level Information for information regarding how to use this capability.
    marc_holding_in_use Whether to display holdings records in MARC format (true or false).
    merge_method The drool file that defines the default merge profile to be used in the metadata editor when importing a record from an external source or when importing files of records to be merged with existing records.
    network_description_templates_rules_precedence Use this parameter (from a member institution) to identify if the Network's or the member's item description rules should run first. Configure this parameter as follows:
    • False – The local member's item description rules run first.
    • True – The Network's item description rules run first.
    See Configuring Description Templates for more information regarding item description rules.
    network_label The value of the Network label for the Placement of new record field on the Quick Cataloging (Resource Management > Create Inventory > Add Physical Item) and New Portfolio (Resource Management > Create Inventory > Add Local Portfolio) pages. See Network-Managed Records in a Collaborative Network.
    network_label_template_rules_precedence In a Network Zone, set this to true to use the Network Zone's label generation rules instead of the locally defined rules (if any). See Managing Label Generation Rules Using a Network Zone.
    networkSearchInstitution The code of the Network Zone.
    networkSearchInstitutionId The ID of the Network Zone.
    networkSearchPassword The password of the Network Zone.
    networkSearchServer The name of the server of the Network Zone.
    non_serial_match_profile The default match profile for non-serial items in the MD Editor and Search External Resources (the match profiles for import profiles are defined elsewhere). Enter one of the following:
    • com.exlibris.repository.mms.match.001ToMmsIdMatchProfile – for the 001 to MMS_ID Match Method
    • com.exlibris.repository.mms.match.OtherSystemOrStandardNumberMatchProfile – for the 024 / 035 Match Method
    • com.exlibris.repository.mms.match.OCLCMatchProfile – for the 035 (Other System Identifier) Match Method
    • com.exlibris.repository.mms.match.CDLMatchingProfile – for the Fuzzy Non-serial Match Method
    • com.exlibris.repository.mms.match.TitleStatementExtendedCDLMatchingProfile – for the Title Statement Extended Fuzzy Non-Serial Match Method
    • com.exlibris.repository.mms.match.IDsAZMatchProfile – for the ISBN (exact subfield match)/ 024 / 035 Match Method
    • com.exlibris.repository.mms.match.IDsMatchProfile – for the ISBN / 024 / 035 Match Method
    • com.exlibris.repository.mms.match.ISBNMatchProfile – for the ISBN Match Method
    • com.exlibris.repository.mms.match.ISBNAZMatchProfile – for the ISBN Match Method (exact subfield match)
    • com.exlibris.repository.mms.match.LCCNMatchProfile – for the LCCN Match Method
    • com.exlibris.repository.mms.match.uniqueOCLC – for the Unique OCLC Identifier Match Method (use this method when working with OCLC)
    For detailed information on all of the above methods, see Match Methods – Explanations and Examples.
    In the Network Zone, use com.exlibris.repository.mms.match.OCLCMatchProfile. In member institutions implementing a Network Zone, the setting is taken from the Network Zone, even if this parameter is set and the Manage in Network flag is not enabled (see Centrally Managing Configuration Tables at the Row Level).
    search_limit Not in use.
    serial_match_profile The default match profile for serial items in the MD Editor and Search External Resources (the match profiles for import profiles are defined elsewhere). Enter one of the following:
    • com.exlibris.repository.mms.match.001ToMmsIdMatchProfile – for the 001 to MMS ID Match Method
    • com.exlibris.repository.mms.match.OtherSystemOrStandardNumberMatchProfile – for the 024 / 035 Match Method
    • com.exlibris.repository.mms.match.OCLCSerialMatchProfile – for the 035 (Other System Identifier) Match Method
    • com.exlibris.repository.mms.match.CDLSeMatchingProfile – for the Fuzzy Serial Match Method
    • com.exlibris.repository.mms.match.TitleStatementExtendedCDLSeMatchingProfile – for the Title Statement Extended Fuzzy Serial Match Method
    • com.exlibris.repository.mms.match.IDsAZSerialMatchProfile – for the ISSN (exact subfield match)/ 024 / 035 Match Method
    • com.exlibris.repository.mms.match.IDsSerialMatchProfile – for the ISSN / 024 / 035 Match Method
    • com.exlibris.repository.mms.match.ISSNMatchProfile – for the ISSN Match Method
    • com.exlibris.repository.mms.match.ISSNAZMatchProfile – for the ISSN Match Method (exact subfield match)
    • com.exlibris.repository.mms.match.LCCNSerialMatchProfile – for the LCCN Serial Match Method
    • com.exlibris.repository.mms.match.uniqueOCLC – for the Unique OCLC Identifier Match Method (use this method when working with OCLC)
    For detailed information on all of the above methods, see Match Methods – Explanations and Examples.
    For the Network Zone, use com.exlibris.repository.mms.match.OCLCSerialMatchProfile. In member institutions implementing a Network Zone, the setting is taken from the Network Zone, even if this parameter is set and the Manage in Network flag is not enabled (see Centrally Managing Configuration Tables at the Row Level).
    show_all_relevant_work_orders_type_for_bind_items This parameter is for use by Ex Libris. The default setting for this parameter is false.
    split_values_in_display_license

    This parameter indicates whether the license field is split from its contents in the HTML for View It. This allows you to specify separate formatting for the field and its contents.

    When set to true, the license field and its contents appear in separate rows and the colon delimiter is removed from the HTML for View It:

    <b>License Terms</b>

    <br>

    <c>Fair use clause</c>

    <c>Yes</c>

    Alma_ShowLicense_Split.png

    Display License in View It - Split Line in HTML

    When set to false, the license field and its contents are delimited by a colon and appear on the same line in the HTML for View It:

    <b>License Terms</b>

    <br>

    <c>Fair use clause: Yes</c>

    Alma_ShowLicense_NoSplit.png

    Display License in View It - Same Line in HTML
    statistics_note_controlled Set this parameter to true in order to implement fixed drop-down lists for Statistics note 1, Statistics note 2, and Statistics note 3 in the Physical Item Editor. (By default, it is set to false and free text can be used in the notes fields of the Physical Item Editor.)
    When this parameter is set to true, the Statistics note 1, Statistics note 2, and Statistics note 3 configuration options become available for you to configure in the General section of Resource Management Configuration.
    Statistics Notes Configuration Options
    See Configuring Statistics Notes for more information.
    suppressBibWithDeletedHol Use this parameter to suppress a bibliographic record from publishing when all its holdings records are deleted (true or false).
    If set to true, Alma suppresses bibliographic records (from publishing) whose holdings records are deleted. Note that this does not mark the bibliographic records as suppressed in Alma.
    Bibliographic records that never had holdings are not suppressed from publishing by this parameter.
    suppressBibWithSuppressedHol Use this parameter to suppress a bibliographic record from publishing when all its holdings records are suppressed (true or false).
    If set to true, Alma suppresses bibliographic records from publishing that contain only suppressed holdings records. Note that this does not mark the bibliographic records as suppressed in Alma.
    system_date_format Set the system date format using dd (for day), MM, MMM, or MMMM (for month), and yyyy (for year). Place these in the preferred order separated by a slash, hyphen, or space. For example: dd/MM/yyyy or MM/dd/yyyy, dd-MMM-yyyy (such as 30-Jan-2017), or dd MMMM yyyy (such as 30 January 2017).
    temp_asrs_report_temporary_change Controls whether a temporary item removal from or addition to remote storage will update the Dematic database. See  Requesting a Dematic ASRS Item. When set to true, the Item Delete message is sent when:
    • The previous current location is storage and the current location is not storage, or they are not the same remote storage.
    • The permanent location is not storage.

    The Item Add message is sent when the item's current location is changed from a non-storage location to a storage location and the previous permanent location was not a storage location (or not the same storage location).

    When set to false, which is the default, the Item Delete and Item Add messages are sent when an item is moved, even temporarily, from or to a storage location.

    temp_enable_holdings_field_852_subfields_reordering

    This parameter is for use by Ex Libris. The default setting for this parameter is true.

    upload_single_record_from_file The Repository type import profile to use when importing a single bibliographic record. The value must be the profile's name (case-sensitive). For more information, see Importing Records Using an Import Profile. For more about the profile name, see Creating/Editing an Import Profile: General Profile Information.
    use_holdings_form Whether to use the Form format to display the holdings record in the MD Editor. With this parameter set to true, some of the MD Editor options are unavailable; and you can only edit the following for a holdings record:
    • Library
    • Location
    • Holding Type
    • Call Number
    • Call Number Type
    • Copy Number
    • Accession Number
    • Nonpublic Note
    • Textual Holdings
    • Public Note
    If this parameter is set to false, the MARC format is used; and the MD Editor options are available to include Add Field, Remove Field, Add Subfield, Add Local Field, Add Alternate Graphic Representation, Add Rule, and so forth.

    use_marc_record_holdings_template

    Set to true when you want to use the default template for holdings records outside the MD Editor such as when placing orders in Acquisitions or doing a repository import of holdings records. See Working with Record Templates and Additional Holdings Record Information for more information.
    use_record_cataloging_level_by_default Set this parameter to true when you want the cataloging level already stored in the record to be used as the default when editing records. The default setting for this parameter is false. See Using Cataloging Permission Levels in the MD Editor for more information.
    This parameter overrules the cataloging_level_user_preferences parameter listed above.

    use_space_as_call_number_type

    Set this parameter to true to have the system recognize the 852 with a first indicator of a space, blank, or # (when entered in the MD Editor) as a valid value  that should not be overridden by a different default call number type that is specified in the call_number_type customer parameter.

    The default setting for this parameter is false. When this parameter is set to false, a default call number type is specified based on the call_number_type customer parameter setting.

    See Browsing the Shelf Listing for more information.

    working_copy_lock_timeout Specify the number of hours after exiting the MD Editor that you want a bibliographic record that is being edited to be locked from being edited by another user. The amount you specify can be up to 9999 and excludes 0. The default is 1 hour.
    See Edit Record in the Performing Actions on the Repository Search Results Page section for additional information.
    To edit other settings:
    You can, at any time, select Restore to restore the initial parameter value.
    1. On the Customer Parameters Mapping Table page, change the Table Description as required.
    2. Under Mapping Table Rows, locate the setting that you want to edit, and select Customize.
    3. Modify the parameter value as required.
    4. Select Save. The modified customer parameters are saved in the Alma system.