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    Enabling Collection Development Workflows

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    Collection development workflows are accessed from the Collection Development menu in Alma. While this menu includes Rialto actions for institutions that have implemented the Rialto Marketplace, the workflows are available to all Alma users.

    Collection development workflows only appear once an Alma administrator updates the institution’s Data Sharing Profile settings. To enable workflows, follow these steps:

    1. Navigate to Configuration > General > General Configuration > Data Sharing Profile.
    2. Locate the Collection Analysis and Development section at the top of the page.
    3. Select Yes, and then Save (by default, this setting is set to No).

    Collection analysis and development opt-in.

    Collection Analysis and Development opt-in section

    By opting in, your institution agrees to share title- and holdings-level data with other institutions participating in collaborative collection development. We use this data solely for collection development purposes, such as:

    • Generating retention and deselection recommendations
    • Benchmarking against peer institutions
    • Creating reports for participating institutions

    Opting in does not share any personal data or records that have been suppressed in Alma.

    Once you opt in, workflows become visible in the Collection Development menu in the Alma navigation bar. The options available under this menu vary by user role:

    • Users with Rialto roles see the full Collection Development menu, including both Rialto-specific and collection development workflows.
    • Alma users with inventory-related roles but without Rialto roles see only collection development workflows.

    The Collection Development menu for a Rialto user who opted into Collection Analysis and Development.

    Collection Development menu (for a Rialto user)

     

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