Configuring General Activities
To configure general activities, you must have the following role:
- General System Administrator
You configure the various general activities from the Configuration page (Configuration Menu > General). Note that some configuration changes may impact other functional areas. Consider the impact on other functional areas before making changes to existing configurations.
On the Configuration page, the following information is displayed:
- The Configuring drop-down list, which enables you to configure options for the entire institution or libraries within the institution. Although most options are configured for the entire institution, some of the options may permit you to override or add settings per library, and some options may require you to configure them at the library-level only. See Organizational Topologies for additional information regarding Alma organizational levels.
- The list of the available configuration options, which are detailed in the following table.
For a full reference of all the code tables provided with Alma, see Alma Code Table Reference.
Section | Configuration Item | Configuration Level | Refer To: |
---|---|---|---|
Libraries | Add a library or edit library information | Institution | Configuring Institution and Its Libraries |
Relationships | Institution/Library | Configuring Fulfillment Services Between Libraries Within an Institution | |
Define Campuses | Institution | Managing Campuses | |
Locations | Physical Locations | Library | Configuring Physical Locations |
Remote Storage | Institution | Configuring Remote Storage Facilities | |
Work Orders and Departments | Work Order Types | Institution/Library | Configuring Work Order Types |
Work Order Departments | Institution/Library | Configuring Work Order Departments | |
External Systems | Integration Profiles | Institution | Configuring Integration Profiles |
S/FTP Definitions | Institution | Configuring S/FTP Connections | |
Allowed Emails | Institution/Library | Configuring Allowed Emails | |
Allowed S/FTP connections | Institution/Library | Configuring Allowed S/FTP Connections During Testing | |
User Interface Settings | Alma Logo and Color Scheme | Institution | Configuring the Alma Logos and Color Scheme |
Delivery System Skins | Institution | Configuring Skins | |
Policies | Institution | Not for current use | |
Social Login Labels | Institution | Configuring Social Login Labels | |
Identity Service Labels | Institution | Configuring Identity Service Labels | |
General Configuration | Other Settings | Institution | Configuring Other Settings |
Institution Languages | Institution | Configuring Institution Languages | |
Home Page Notifications | Institution | Configuring the Home Page Notification Widget | |
CRM Contacts | Institution | Configuring CRM Contacts | |
Staff Login Report | Institution | Staff Login Report | |
Institution Notifications | Institution | Configuring Institution Notifications | |
Validate ILS Migration Form | Institution | Validating the ILS Migration Form | |
Data Sharing Profile | Institution | Data Sharing Profile | |
Letters |
Letters Configuration | Institution | Configuring Alma Letters |
Components Configuration | Institution | Configuring Components | |
Widgets | Customized Widgets | Institution/Library | Configuring Widgets |
Primo Widgets:
|
Institution/Library | Adding Primo’s Search Box to the Alma Home Page | |
Network Groups
|
Fulfillment Networks Management Groups | Institution | Configuring Fulfillment Networks Management Groups |
Fulfillment Member | Institution | Configuring Fulfillment Member | |
Institutions Relations | Institution | Configuring Pick Up Anywhere/Return Anywhere | |
Collaborative Networks (Network Zone only) | Network Zone Setup | Network Zone | For future use |
Security |
IP Group Configuration
Login Restriction Configuration
|
Institution/Library | Restricting Alma Logins by IP Range |