Consortia Central Configuration Dashboard

Dashboard Tabs

The tabs enable the network zone operator to select and view the configuration options for:

• Institution Level: Drop-down list of all the consortia members, Network and Institutions, where the Network Zone operator selects the institution where they want to work on.
• Configuring: Drop-down list of all the libraries of the selected institution. 

The network zone operator can easily and instantly swap managing of the configuration at the Network Zone level, Institution level and the library level.  

Dashboard Sections and Drawers

Sections enable network zone operators to easily navigate through the various management configuration options for the selected institution or network in Alma (for example; Acquisitions, Fulfillment, Resource Sharing, and so forth).

Selecting a section displays the section's configuration options in the section's drawer to the right of the screen. 

Network Zone Configurations

1. From the Alma UI, select Configuration Menu > Network Zone.

   The Consortia Central Configuration Dashboard is displayed.

   
   Consortia Central Configuration Dashboard - Network Institution Configuration Settings
2. In the top left tab, labeled Institution Level:, the managing network zone institution is displayed.
3. All of the configuration options (that are currently available) are displayed.
   On the left pane of the screen is the sections pane. Administrators can select a section, for instance, Acquisitions, and view all the configuration options for the selected section in the drawers section on the right side of the screen. 
   For more information on the sections and the configuration options, see Sections and Configuration Options.
   For more information on how to manage the configuration options for the network members, see Member Configurations.
   Only configuration options that pertain to Code Tables, Mapping Tables and Rules (partial) in Alma are currently embedded in the dashboard!
   Additional configuration options will be added in upcoming releases.
   

   Consortia Central Configuration Dashboard
4. The network administrator can manage its' configurations for the network's overall operation or distribute configurations to its members.

Member Configurations

The members are the individual institutions that belong to a consortia. Each member can have multiple libraries. For example, an institution named University-Main can have many libraries that it manages, such as Law-Dept, Art-Dept, Psychology-Dept, and so forth. 

1. From the Alma UI, select Configuration Menu > Network Zone.

   The Consortia Central Configuration Dashboard is displayed.

   
   Consortia Central Configuration Dashboard - Network Institution Configuration Settings
2. In the top left tab, labeled Institution Level:, by default the network zone institution is displayed.
3. Once an institution is selected, a second tab (Configuring:) is displayed, enabling users to remain focused on the institution or select one of its libraries.
   Switching between institutions in the dashboard does not log out of the Network Zone environment. Network Zone administrators remain logged in and can manage the configuration options for each network member without leaving the Network Zone institution.
4. In the Configuring tab, select the desired library from the drop menu. 
   The selected member's configurations are displayed in the screen's right pane. 
   For more information on the sections and the configuration options, see Sections and Configuration Options.
   For more information on how to manage the configuration options for the members, see Member Configurations.
   
   Network member configuration options

Distributing Configurations to Members

Network Zone administrators can push or apply updated configuration changes to a selected or all of their members in one of three modes: Proposed, Imposed, and Hybrid. For more information, see Distribution Modes.

1. Access the Consortia Central Configuration Dashboard; Configuration Menu > Network Zone.
2. In the Institution Level: tab, select the Network Zone institution to view its configuration settings.
   For more information, see Network Zone Configurations.
   
   Institution selected in the Consortia Central Configuration Dashboard
3. In the right pane of the screen, select the configuration option to update.
   The selected configuration option's settings are displayed in the sliding panel.
   
   Institution Level Configuration Options in sliding panel
4.  Update the configuration by either doing one or both of the options below:
   1. Add Row ():
      1. Select Add Row.
      2. In the drop-down menu list, select the field to add in the Name section.
      3. Select True or False for the Default value.
         The fields and values listed in the Add Row drop-down menu are dynamically displayed according to the configuration option selected.
      4. Select Add Row ().
         The field and its values are added 
         
         Added Row in Configuration Options
   2. Delete a Row.
      1. In the list of fields and values for the selected configuration option (for instance, Currency Subset), locate the field to delete and click the More actions button () and select Delete.
         The selected row is deleted.
         
         Delete Row
5. Select Save.
   The changes made to the selected configuration option is saved.
6. Select Distribute All (table/row inheritance configurations) or Distribute Selected (only row inheritance configurations).
   The Confirm Distribution screen is displayed.
   
   Confirm Distribution
7. Define the following fields:

   Field	Description
   Distribution mode	Depending on the Mode defined in the Distributed Settings, the following appears: Only in Hybrid mode, Network zone administrators have the option to select one of the modes before it is distributed to members. If Proposed mode was defined, Network zone administrators receive the following disabled field selected: Do not override member institution customizations This means that any configuration option alterations (by the network administrator) are not demanded but proposed. If any member has made customizations or changes to the out-of-the-box configurations in their environment, the Network Zone administrator's proposed alterations will NOT take effect. If Imposed mode was defined, Network zone administrators receive the following disabled field selected: Override member institution customizations This means that any configuration option alterations (by the network administrator) ARE demanded. Regardless of any customizations or changes to the out-of-the-box configurations in their environment, the Network Zone administrator's imposed alterations will override any member configurations. If Hybrid mode was defined, Network zone administrators receive the following two options to select from in the drop-down menu: Do not override member institution customizations (Proposed mode) Override member institution customizations (Imposed mode)
   Distribute to all	Selecting this checkbox distributes the configuration changes or updates to ALL of the member institutions.
   Members	Click in the field, select the member(s) listed in the drop menu, or type the individual member's name to add them to the distribution list. Multi-selection is enabled. Members Selection field
   Groups	If groups are defined, they are displayed and can be selected by Network zone administrators from the field's drop-down menu. For more details about groups, see Creating Network Management Groups.

8. Select Confirm.
   The updated configuration(s) are instantaneously distributed to the selected members.

Distribution Status at Network Zone Level

To view the distribution status at Network Zone level, do the following:

1. In the Network Zone, select the configuration that was distributed to the members, for instance; Currency Subset.
2. Any configuration option distributed by a network administrator indicates "Yes" in the Managed in Network field.
3. The member institutions to which the configuration was Distributed for is indicated at the top of the progress bar with a counter (for table-level inheritance) or in the Distributed for column marked with an 'i' (for row-level inheritance).
4. In the top description bar, an additional status line appears; Distribution status.
5. The status progress bar indicates (in percentages) how much of the distribution to the members is completed.
6. A Refresh button, available below the progress bar, enables the network administrator to track the progression of the distribution.
7. The Updated By column indicates the Network operator user. The Last Updated column indicates the distribution date.

After the distribution process is complete, the Distribution status line indicates "Completed Successfully" with a date and time stamp.

Also, a notification message is displayed to notify network administrators that the distribution process is completed.

Distribution Information at Member Level from the Dashboard

To view the distribution information and status at the Member level from the dashboard, do the following:

1. Select the member from the Institution Level: drop-down.
2. Select the configuration that was distributed, for instance, Currency Subset.
3. Note that the new updates are displayed in the table.
4. The Managed in Network field indicates "Yes".
5. In the Updated By column, the Network zone operator name is displayed in the form of <user>@Network. 
6. In the Last Updated column, the date when the distribution was completed is displayed.

Distribution Information at Member Level from the Institution Environment

To view the distribution information and status at the Member level from the institution environment, do the following:

1. Log in to the Institution Zone.
2. Go to the Alma configuration menu and Select the distributed configuration, for instance, Currency Subset.
3. In the Updated By column, the indication states "Network" to inform of the origin of the change. 
4. In the Last Updated column, the date when the distribution was completed is displayed.
5. The Managed in Network field indicates "Yes".
6. The information available for the local Institution administrator at the member institution environment depends on the distribution mode selected by the Network Zone administrator.
   • If the distribution mode is Proposed, then the local administrator can enable or disable each row of the table and change the default information if needed.

     

     Distributed configuration from the Institution view when in Proposed Distribution Mode
   • If the distribution mode is Imposed, then the local administrator cannot enable or disable table rows and cannot change the default information. All the elements in the configuration are disabled and managed by the network.

     

     Distributed configuration from the Institution view when in Imposed Distribution Mode - Table Level Inheritance
     
     Distributed configuration from the Institution view when in Imposed Distribution Mode - Row Level Inheritance