Each institution is required to appoint one person to act as the ILS Coordinator. This person will act as a liaison between the institution and FALSC on all matters related to the implementation of Alma and Primo VE. They are asked to share information about the project to the rest of their library staff as well as to other services at their institution including IT and their administration.
Typically, the ILS Coordinators meet monthly with FALSC staff for an update and to share information and concerns about the project.
|Broward College||Craig Amos||Associate Deanemail@example.com|
|Chipola College||Jane Stephens||Coordinator of Libraryfirstname.lastname@example.org|
|College of Central Florida||Carole Thompson||Senior Library Technicianemail@example.com|
|College of the Florida Keys||Marcos Gonzalez||Assistant Director, Learning Resource Centerfirstname.lastname@example.org|
|Daytona State College||Dustin Weeks||Library Services, Assistant Chairemail@example.com|
|Eastern Florida State College||Karen MacArthur||Assistant Professor/Librarian, Catalogingfirstname.lastname@example.org|
|Florida A&M University||Ernestine Holmes||University Librarian, Head of Acquisitionsemail@example.com|
|Florida Atlantic University||Amy Kornblau||Assistant Dean for Service Enhancement and Project Managementfirstname.lastname@example.org|
|Florida Gateway College||Christine Boatright||
|Florida Gulf Coast University||Danielle Rosenthal||Head of Library Technology and User Experienceemail@example.com|
|Florida International University||Jin Xiu Guo||Associate Dean for Technical Servicesfirstname.lastname@example.org|
|Florida Polytechnic University||Kathyrn Miller||Vice Provost, Academic Support Servicesemail@example.com|
|Florida SouthWestern State College||Richard Hodges||Library Directorfirstname.lastname@example.org|
|Florida State College at Jacksonville||Madeline Sims||Library Technical Services Program Coordinatoremail@example.com|
|Florida State University||Valerie Boulos||Associate Dean, Collection Developmentfirstname.lastname@example.org|
|Gulf Coast State College||David Russell||Librarian, Collection Strategies and Technical Services||Drussel10@gulfcoast.edu|
|Hillsborough Community College||Andrea Dufault||Business Information Analystemail@example.com|
|Indian River State College||Alexis Carlson||Reference Librarianfirstname.lastname@example.org|
|Lake-Sumter State College||Kevin Arms||Assistant Librarianemail@example.com|
|Miami Dade College||Angel Hernandez||Learning Resources Professionalfirstname.lastname@example.org|
|New College||Tammara Race||Systems, Metadata & Assessment Librarianemail@example.com|
|North Florida College||Lynn Wyche||Library Directorfirstname.lastname@example.org|
|Northwest Florida State College||Janice Henderson||Lead Librarianemail@example.com|
|Palm Beach State College||Ken Myers||Librarian/Professorfirstname.lastname@example.org|
|Pasco-Hernando State College||Kayla Kuni||Associate Director, Librariesemail@example.com|
|Pensacola State College||Maria Goodspeed||Technical Services Coordinator|
|Polk State College||Shannon Schane||Librarianfirstname.lastname@example.org|
|St. Johns River State College||Royce Bass||Public Services Librarian||RoyceBass@sjrstate.edu|
|St. Petersburg College||Michele Laney||Associate Director, Learning Resourcesemail@example.com|
|Santa Fe College||Jenna Miller||Librarianfirstname.lastname@example.org|
|Seminole State College||Morgan Tracy||Director of Librariesemail@example.com|
|South Florida State College||Lena Phelps||Chair, Library Servicesfirstname.lastname@example.org|
|State College of Florida, Manatee-Sarasota||Theresa Smith-Ennis||Venice Library Supervisoremail@example.com|
|Tallahassee Community College||Tricia Elton||Faculty Librarianfirstname.lastname@example.org|
|University of Central Florida||Ying Zhang||Interim Associate Director, Collections & Technical Services||Ying.Zhang@ucf.edu|
|University of Florida||Todd Digby||Chair, Library ITemail@example.com|
|University of North Florida||Jennifer Murray||Associate Deanfirstname.lastname@example.org|
|University of South Florida||Bonita Pollock||Assistant Librarian, Collections & Discoveryemail@example.com|
|University of West Florida||Liza Campbell||Head of Technical Services|
|Valencia College||Ruth Smith||Campus Director, Library Westfirstname.lastname@example.org|
|Wednesday, July 8, 2020, 2:00pm ET||20200708 Recording|
|Vanguard Kickoff Meeting with ExL on Thursday, July 9, 2020||20200709 Recording|
|Wednesday, August 12, 2020, 2:00pm ET||Agenda||20200812 Recording|
|Wednesday, September 9, 2020, 2:00pm ET||Agenda||20200909 Recording|
|Wednesday, October 14, 2020, 2:00pm ET||Agenda||20201014 Recording|
|Full Forty Kickoff Meeting with ExL on Tuesday, Nov. 10, 2020||Slides||20201110 Recording|
|Wednesday, November 18, 2020, 2:00pm ET||Agenda||20201118 Recording|
|Primo VE Configuration Form Review on Tuesday, December 1, 2020||Slides||20201201 Recording|
|eResources in Alma/Primo VE on Wednesday, December 9, 2020||Slides||20201209 Recording|
|Wednesday, December 9, 2020, 2:00pm ET||Agenda||20201209 Recording|
|Wednesday, January 13, 2021, 2:00pm ET||Agenda||20210113 Recording|
|Wednesday, February 10, 2021, 2:00pm ET||Agenda||20210210 Recording|
|Wednesday, March 10, 2021, 2:00pm ET||Agenda||20210310 Recording|
|Wednesday, April 14, 2021, 2:00pm ET||Agenda||20210414 Recording|
|Wednesday, May 12, 2021, 2:00pm ET||Agenda||20210512 Recording|
|Wednesday, June 9, 2021, 2:00pm ET||Agenda||20210609 Recording|
|Wednesday, July 14, 2021 2:00pm ET????||Agenda||20210714 Recording|
All Item Status and Collection Clean Up Documents should be returned to FALSC as soon as possible with a deadline of October 14, 2020. Please send completed forms to email@example.com. Please send questions to firstname.lastname@example.org.
The Excel spreadsheet contains a report of each Sublibrary/Collection/Item Status combination with a count of the number of items in each as of 8/26/2020. This spreadsheet is what I used to create the document and it can be used by you to look at your data and sort and view things in whatever way you wish. It is just informational.
Based on the spreadsheet, the Word document contains lists of item statuses, collections, and sublibraries that could be cleaned up, removed, or in some cases renamed based on the information in the spreadsheet. The Word document has spaces for your institution’s staff to say whether the proposed clean up should yes, go ahead, or no, do nothing at this time.
The Item Status and Collection Clean Up Document has a few tables. They are not labelled but your sublibraries, collections, Item Status numbers, and Item Status Descriptions should be easily recognizable. The last number is the count of items with that sublibrary/collection/item status. You can view where these came from by looking at the spreadsheets. The other columns that contain xxx15 and xxx16 are codes that will help us do the clean up, these can be ignored.
For Item Statuses and Collections that only have a few items using them, I have asked if you would like to clean up and delete. There is enough information to run General Retrieval Reports to take a look at these items and update them to a new Item Status or Collection. Please run these reports if you would like me to delete the item statuses or collections.
There may be some collections that have no items but that you know you have holdings attached to them. If you know that there are holdings attached (for example you don't create items for periodicals so your PER collection is "empty") please respond "no" to deletion.
Borrower Status Clean Up spreadsheets are now posted below (10/5/2020). Please download, complete, and return them to email@example.com before November 20, 2020.
Each of your institution's borrower statuses are listed in the spreadsheet by description and code. For each of them we have given a count of the number of patrons that have that borrower status (the count includes expired patrons) and have added whether the patron status is loaded by the patron load. For each borrower status that IS NOT loaded by the patron load, please let us know:
The last column of the spreadsheet refers only to the rows that are highlighted in yellow. If the borrower status is highlighted in yellow and still in use by your institution, please describe how you use this borrower status. This is for informational purposes as there may be better ways to use the new functionality of Alma to accomplish the same work flow in a more streamlined way.
To find all patrons with a particular Borrower Status in Aleph:
You can run the Patron List Report.
In ALEPH click Services à Reports à Patron List
Type in a filename next to “Output File” – all one word and in lowercase.
Leave Sublibrary with “All” checked
Choose the Patron Status you want
To get all the patrons:
Make Privileges Expire after: 00/00/0000
Make Privileges Expire before: 00/00/0000
Click the Submit button.
The completed report will show up in your Task Manager file list. It might take a little bit.
Please send any questions to Chrissy Cogar at firstname.lastname@example.org.
|Institution||Item Status and Collection Clean Up Documents||Item Status and Collection Spreadsheets||Borrower Status Spreadsheets|
|College of Central Florida||doc||xls||xls|
|Daytona State College||doc||xls||xls|
Eastern Florida State College
|FL Gateway College||doc||xls||xls|
|College of the FL Keys||doc||xls||xls|
|FL Polytechnic University||doc||xls||xls|
|FL State College at Jacksonville||doc||xls||xls|
|FL SouthWestern State College||doc||xls||xls|
|Gulf Coast State College||doc||xls||xls|
|Hillsborough Community College||doc||xls||xls|
|Indian River State College||doc||xls||xls|
|Lake-Sumter State College||doc||xls||xls|
|Miami Dade State College||doc||xls||xls|
|New College of FL||doc||xls||xls|
|North Florida College||doc||xls||xls|
|Northwest FL State College||doc||xls||xls|
|Palm Beach State College||doc||xls||xls|
|Pasco-Hernando State College||doc||xls||xls|
|Pensacola State College||doc||xls||xls|
|Polk State College||doc||xls||xls|
|Santa Fe College||doc||xls||xls|
|State College of FL - Manatee-Sarasota||doc||xls||xls|
|Seminole State College||doc||xls||xls|
|South Florida State College||doc||xls||xls|
|St. John's River State College||doc||xls||xls|
|St Petersburg College||doc||xls||xls|
|Tallahassee Community College||doc||xls||xls|
FALSC is asking all institutions to identify all library staff that will need a user account in Alma and assign the roles to each account which will allow staff to do their work. These accounts will be created in the Full Testload instance of Alma in February 2021 and will be retained when the system goes live in July 2021. To assist in this process, please use the following documents:
Worksheets are due January 15, 2021. If you have any questions, please contact the FLVC Help Desk at email@example.com.
This document is designed to assist ILS Coordinators and library staff in providing input about their institution’s local Primo VE view. Ex Libris has a Configuration form (spreadsheet) with multiple tabs. These instructions only relate to the two Primo tabs on the spreadsheet: Primo VE – Configuration and Primo VE – Digital Collections. Previous vanguard Primo VE spreadsheets will not be used.
Ex Libris has streamlined the initial release of Primo VE for the Full Test Load. Many configurations will initially be identical across all 40 institutions in order to facilitate troubleshooting during data review. Everything can be changed during the Full Test Load or after go live.
The deadlines for submission of these forms to FALSC are listed below. FALSC needs a few days to review the submissions before sending them to Ex Libris by our deadline.
FALSC’s deadlines to submit the configuration forms to Ex Libris are a few days after these. We need a few days to review the submissions and clarify entries as needed.
There are other configuration and customization options that each institution can add to their interface later. Useful documentation from Ex Libris explains the various options identifies some of the configuration options, not all of which are being requested now.
Please indicate your institution’s preferences on the two Excel spreadsheets that are listed below.
Row 3. Provide a Logo - The requirements for the logo are:
Row 4. Side bar (facets) - Choose one, either left or right.
Row 7. Search box – Do not complete at this time. All 40 Primo interfaces will have identical scopes to start with. The scopes can be adjusted later.
Row 8. Do you want to restrict the ability to search Course Reserves to specific groups of users? (Ex Libris documentation: In general, most Ex Libris customers (such as academic libraries) do not need this functionality.)If yes, identify the users.
Rows 10-12. Do you want a search profile to search EBSCOhost databases? – choose Yes or No and provide the list of databases to be searched. Refer to EBSCO’s database codes short names list. FALSC obtained the credentials from EBSCO. For more information, see https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/022Search_Configuration/010Configuring_Search_Profiles_for_Primo_VE#Defining_a_Scope_for_a_Third-Party_Index).
Rows 14-16. Do you want a search profile to search Worldcat? – Choose Yes or No and provide the requested credentials. For more information, see https://knowledge.exlibrisgroup.com/Primo/Product_Documentation/020Primo_VE/022Search_Configuration/010Configuring_Search_Profiles_for_Primo_VE#Defining_a_Scope_for_a_Third-Party_Index
Rows 18-28. Facets. Indicate which facets to “keep as is” or “hide facet”. Do not relabel any facet yet. Add the order in which you want the facets to appear. Ex Libris recommends showing all facets at first, with two exceptions:
Rows 30-34. The Full Record View has three sections: View Online, Get it, and Details. Provide a new label for the section indicated or leave as is.
Rows 36-43. Full Record View—Details Section—Additional fields. Do not complete at this time.
Rows 44-54. Main menu links. These are the links across the top of the Primo interface. Ex Libris’ documentation describes the main menu links. For each link listed, indicate whether it should be enabled or not. Indicate the order in which the link should appear across the top of the view
Rows 56-60. Customized links. In addition to the Main Menu links listed above, it is possible to add your own links to the menu that can take your users to external sites or pages. Indicate any customized links you would like to appear. For example, if you would like a LibGuides Databases A-Z to be listed, provide the requested information.
Rows 62-78. Browse list options. Indicate which Browse searches you would like or do not complete if you don’t want a browse search.
Rows 80-91. Record actions. Indicate which record actions to enable and their order. “Add/remove record to Favorites” is always enabled by default and is always an up front action and is always the first in order.
Rows 93-96. General attributes. Select the languages desired from the list of languages offered in the cells’ dropdown menus. English has already been entered as the default. Ex Libris cautions that the languages are applied globally and will also appear as choices in Alma. You can define up to six additional interface languages.
Rows 99-105. Local resource types. Do not complete this section.
Completing this spreadsheet is optional. This spreadsheet applies to digital collections or to LibGuides if the institution desires to harvest those. Springshare’s web site which describes OAI-PMH harvesting is here: https://ask.springshare.com/libguides/faq/804. Only submit one collection.
Below is listing of each institution and where FALSC stands with their patron load process. Approved means that the institution is ready to send files to FALSC once we go-live on July 13th. This list will be updated periodically.
Last Updated: May 11, 2021.
|Broward College||Received files. Working on matching IDs and format issues.||5/4/2021|
|College of Central Florida||No file. Received questions from IT||4/1/2021|
|College of the Florida Keys||Loaded files into Alma; returned some errors that need to be addressed.||3/29/2021|
|Daytona State College||Loaded files into Alma; returned some errors that need to be addressed.||4/22/2021|
|Eastern Florida State College||Approved||3/15/2021|
|Florida A&M University||Approved||3/23/2021|
|Florida Atlantic University||Approved||3/18/2021|
|Florida Gateway College||Approved||4/01/2021|
|Florida Gulf Coast University||Approved||3/15/2021|
|Florida International University||No files. Will send by 5/29||4/20/2021|
|Florida Polytechnic University||Approved||3/10/2021|
|Florida SouthWestern State College||No files yet. Will send soon.||5/3/2021|
|Florida State College at Jacksonville||Approved||3/24/2021|
|Florida State University||Approved||3/25/2021|
|Gulf Coast State College||Approved||4/08/2021|
|Hillsborough Community College||Approved||3/30/2021|
|Indian River State College||Successfully loaded files. Working on various errors.||4/22/2021|
|Lake-Sumter State College||Approved||4/07/2021|
|Miami Dade College||Approved||3/24/2021|
|North Florida College||Approved||4/14/2021|
|Northwest Florida State College||Approved||5/17/2021|
|Palm Beach State College||Approved||4/13/2021|
|Pasco-Hernando State College||Submitted a file. Issues loading.||3/12/2021|
|Pensacola State College||No files. Working on submitting one||2/12/2021|
|Polk State College||Approved||4/16/2021|
|St. Johns River State College||Approved||4/07/2021|
|St. Petersburg College||Submitted files. Sent back errors.||4/06/2021|
|Santa Fe College||Approved||5/04/2021|
|Seminole State College||Approved||3/29/2021|
|South Florida State College||Loaded files. Sent back errors to be addressed.||4/21/2021|
|State College of Florida, Manatee-Sarasota||Approved||3/12/2021|
|Tallahassee Community College||Approved||4/21/2021|
|University of Central Florida||Approved||3/12/2021|
|University of Florida||Loaded files. Problems with the matching ID numbers.||3/05/2021|
|University of North Florida||Approved||3/15/2021|
|University of South Florida||Submitted files. Sent back errors||5/04/2021|
|University of West Florida||Approved||3/11/2021|
Number of institutions Approved = 27
Number of institutions who are in process = 9
Number of institutions who haven't submitted a file = 4
Below is listing of each institution that currently uses FALSC's Cash Export Service (also called the Bursar Report) with Aleph and the progress each has made in testing the new service in Alma. Technical specifications have been shared with each institution.
Last Updated: April 19, 2021.
|Florida A&M University||Specs and institution specific documentation shared w/ ILS Coordinator||2/24/2021|
|Florida Atlantic University||Specs and institution specific documentation shared w/ ILS Coordinator||2/24/2021|
|Florida Gulf Coast University||Specs and institution specific documentation shared w/ ILS Coordinator||2/24/2021|
|Florida International University||Specs and institution specific documentation shared w/ ILS Coordinator||2/24/2021|
|Florida State University||Specs and institution specific documentation shared w/ ILS Coordinator||2/24/2021|
|New College||Specs and institution specific documentation shared w/ ILS Coordinator||2/24/2021|
|University of Florida||Working with IT on this. Should begin testing soon.||4/20/2021|
|University of North Florida||IT staff currently testing.||4/20/2021|
|University of South Florida||Specs and institution specific documentation shared w/ ILS Coordinator||2/24/2021|
Number of institutions who have completed testing = 0
Number of institutions who are in process = 9
For libraries that have a current OCLC Cataloging and Metadata subscription, they will want to set up their OCLC Connexion interface so that records can be sent directly to FALSC's Alma Network Zone (NZ) or the library's Institution Zone (IZ). Below is a link to a document that outlines how to set up this configuration with both the OCLC Connexion Client and the OCLC Connexion web interface. [Note: FALSC highly recommends libraries use the OCLC Connexion Client, if possible. It has more functionality than the web interface. It is very easy to download, install, and configure.]
During the process of setting up this service, staff will need to contact FLVC Help Desk (firstname.lastname@example.org) and ask for their institution's configuration password.
In Aleph, Item Process Statuses were usually used to designate items as undergoing a "behind the scenes" process in cataloging, acquisitions, or circulation. Adding an IPS to an item made it easy to find them using Aleph's reports.
Alma does not use Item Process Statuses and instead uses Work Orders and Work Order Statuses to keep track of items requiring processing. In Alma, instead of running a report to find items that require work, they are available in a list and can be retrieved with just a few clicks.
Below are links to two documents:
As always, please contact the FLVC Help Desk at email@example.com if you have any questions.
Alma Configuration Progress
|Configuration||Expected Completion Date||Comments|
Tested successfully 4/14/2021; Sent documentation for institutions to update the EDI tab for EDI vendors in Alma 4/29
|Acquisitions||EDI ordering||5/13/2021||FALSC test by 4/30; Sent documentation for institutions to update the EDI tab for EDI vendors in Alma 4/29|
|Acquisitions||EOD loading (EOCRs)||6/8/2021||Tested loading an EOD file in NZ on 4/9; Alma loaded the record, but did not create POLs, items, or encumbrances; will rebuild normalization rule & normalization process in IZ & re-test by 4/23; need to build sets of normalization rules from Aleph tab_loader, tab_loader_def, & tab_mapping; develop processes for cleaning up imported records (remove 9xx fields & link records to NZ)|
|Acquisitions||Fiscal Year Rollover||6/8/2021||Plan to test with an institution & develop documentation. Need to wait to test as not to disrupt data.|
|Acquisitions||APFeed/ERP finance integration invoice export (UNF)||6/8/2021||Test configuration completed as of 3/15/21; sent test files & matching table as of 4/8/21--institution IT is developing scripts to ingest the invoice files from Alma|
|Acquisitions||APFeed/ERP finance integration invoice export (UF)||6/8/2021||Test configuration completed as of 3/15/21; sent test files & matching table as of 4/8/21--institution IT is developing scripts to ingest the invoice files from Alma|
|Acquisitions||APFeed/ERP finance integration invoice export (FIU)||6/8/2021||Test configuration completed as of 3/15/21; sent test files & matching table as of 4/8/21--institution IT is developing scripts to ingest the invoice files from Alma|
|Acquisitions||Configure accounting units||4/26 - 6/8/2021||Institutions with order units in Aleph: FAMU; FIU; FSU; UF; UNF; USF: Ongoing--Scoping acquisitions roles on an ad-hoc basis; test disabling acq depts for non-ordering unit libraries (can staff still receive at branch locations--test scoping branch library acq. departments to receive POLs owned by acq ordering depts.)|
Configure simplified acquisitions for institutions that don't use acq, but need to check in serials
|6/8/2021||Set up acq libraries, work order departments, and scope staff user roles for these institutions|
|Acquisitions||Work Orders||5/21/2021||Manage and track physical items through different library processes. Working Groups are currently discussing various aspects of setup. Waiting for recommendations from the Working Groups.|
|Fulfillment||Role Profiles and Generic Accounts Created; User Roles Assigned||Completed|
|Fulfillment||Patron Limits||Completed||Max overdue items, holds, and cash|
|Fulfillment||Loan Limits||Completed||Max number of loans a patron can have for different types of items|
|Fulfillment||Reshelve Without Transit Rules||Completed||Determines whether or not a transit slip is generated when an item get checked in.|
|Fulfillment||Fulfillment Configuration||Completed||Due dates, renewals, holds, fines, etc.|
|Fulfillment||Pickup locations||Completed for Hold Requests 5/7/2021||Populates the dropdown for hold requests and resource sharing requests. Colleges pickup locations for hold requests are in place|
|Fulfillment||Work Orders||5/21/2021||Manage and track physical items through different library processes. Working Groups are currently discussing various aspects of setup. Waiting for recommendations from the Working Groups.|
|Fulfillment||Notices and Letters||5/28/2021||Setting notice schedule and customizing elements within letters|
|Fulfillment||Walk-In Reciprocal Borrowing||5/14/2021||Checking out materials to patrons from other institutions|
|Resource Management||Repository Import (FCS Central Loads and PDA)||5/3 - 5/28/2021||Profiles for loading bibliographic records and physical or electronic inventory|
|Resource Management||Repository Import (SUS GenLoad Profiles)||5/3 - 5/28/2021||Profiles for loading bibliographic records and physical or electronic inventory|
Connexion Integration Profiles (Required OCLC CAT accnt)
|4/19/2021||Metadata records from Connexion client are uploaded to the Alma server on the port allocated by Ex Libris. Alma applies the import settings (normalization, validation, and merge routines) defined in the import profile that you configure for this purpose.|
|Resource Management||WorldCat External Resources Search||FALSC asked for those institutions interested - send Help Desk request|
|Resource Management||Publishing holdings to RapidIll (ejournals, print journals, book chapters)||testing to begin 5/14/2021; continue after go live||Publishing and synchronizing items or holdings information|
|Resource Management||Z39.50 Server||began 2/8/2021||Information on setup has been sent|
|Resource Management||Resolver Proxy||Completed|
|Resource Management||Label Printing||Available now for testing||Institutions interested send Help Desk request|
|Resource Management||Request to Remote Storage (CaiaSoft UF/FLARE)||5/3/2021||Alma places a request on an item that belongs to FLARE, an automatic job exports the requested information to a defined FTP location. The remote storage system then retrieves the file and processes it.|
|Resource Management||Work Orders||5/21/2021||Manage and track physical items through different library processes. Working Groups are currently discussing various aspects of setup. Waiting for recommendations from the Working Groups.|
|Resource Sharing (UBorrow)||Partners - Adding Resource Sharing Libraries (UBorrow Borrowing and Lending libraries)||Completed|
|Resource Sharing (UBorrow)||Displaying Non-library/Campus locations which are pickup only locations||5/14/2021||Working on process, may need to add these locations as additional partners|
|Resource Sharing (UBorrow)||Rota setup||Completed||Setup all participating partner libraries to be suppliers of all others|
|Resource Sharing (UBorrow)||Geographic Rota setup||6/1/2021||Currently set for all partners in an random list. Will work on setting geographic regions gradually.|
|Resource Sharing (UBorrow)||Configure UBorrow Policy||Completed||60 day loan, 30 day renewal, (Covid related temporary) 7 day expiration for lender to ship. Still testing 5 day delivery.|
|Resource Sharing (UBorrow)||Configure specific UBorrow loan policy at each library (fines, Lost Replacement fee)||Mostly complete - 5/9/2021||Standard setup at each location, still need to modify some specific setup, e.g, differing policies for Student, Staff/Fac|
|Resource Sharing (UBorrow)||Slips/notices: Pick list, Shipping list, Borrowing Letter (Arrival Notice ), in-transit pop-up text||5/28/2021||Hoping to start statewide testing in Mid to late May, may need to use default slips for testing.|
|Resource Sharing (UBorrow)||Primo Requesting pickup locations||5/14/2021||Testing Non-library/Campus locations that are pickup only locations, are listed. May need to add additional partners (see above - same as Alma)|
|Resource Sharing (UBorrow)||Change text to 'UBorrow Request' in Primo||Completed|
|Resource Sharing (UBorrow)||"Force" Lending requests to the Pickup Location chosen by patron||4/27/2021||FLVC Development - Currently testing with USF. Development completed and successfully tested at USF, needs to be pushed out to remaining 39 institutions.|
|Resource Sharing (UBorrow)||Setup ILLiad and OCLC for unfilled requests||5/21/2021|
Every circulation desk in Alma has a default printer assigned to it with printout queue functionality enabled. With this configuration, when printouts such as letters and slips are generated they are sent to the printout queue where they can be previewed and sent to a physical printer.
Printing from the Printouts Queue
To access the printouts queue go to Admin -> Printing -> Printouts Queue. You must have the Printouts Queue Manager role to access this menu. Contact the help desk at firstname.lastname@example.org to request adjustment to your roles.
The Printing Queue displays a list of all printouts generated within your institution. In the gray area to the left of the screen there are facets for printer and source. At the top of the printouts list there are filters for letter and print status. You can choose multiple letters to print or cancel. Alternatively, you can preview, print, or cancel individual letters by clicking on the ellipsis at the end of the row.
Enabling Quick Printing
Alma can be set to automatically open the print dialog box when a printout is generated. This allows you to send a printout to a physical printer without navigating to the Printouts Queue. To enable this, open the Location dropdown in the top right of the screen and click on the box next to “Enable quick printing.”
Sending Printouts to a Printer via Email
Alma can be configured so that printouts are sent directly to an email enabled printer. This can work in conjunction with the printout queue so that printouts are sent directly to the printer as well saved in the queue. Contact the help desk at email@example.com to enable this functionality.
Alma Print Daemon
The Alma Print Daemon is an optional program that is downloaded to a local workstation that can be used to manage printouts. It checks one or more selected printout queues at regular intervals (this value is set in minutes) for printouts that are in Pending status. It then sends these printouts to a local printer defined within in the print daemon. The Alma Print Daemon has similar functionality as Quick Printing. However, the print daemon allows you to set a local printer so you do not have to choose it each time a printout is generated.
Instructions on how to install and configure the Alma Print Daemon can be found in the Ex Libris documentation How to set up and use the Alma Print Daemon. For Step 1, contact the help desk at firstname.lastname@example.org to receive your API Key and then proceed to Step 2.
Generating printouts on non-standard size slips of paper may require modifications to the letters templates. Contact the help desk at email@example.com to discuss specific needs for your printers.
To make sure libraries are turning in the required surveys that FALSC has been sending out to the ILS Coordinators during the implementation, we've created the following chart that lists when each survey has been received. FALSC staff will try to update it periodically.
Last Updated: May 17, 2021.
|Institution||Patron Load Schedule
|College of Central Florida||Received||Received||Received||Received|
|College of the Florida Keys||Received||Received||Received||Received
|Daytona State College||Received||Received||Received||Received|
|Eastern Florida State College||Received||Received||Received|
|Florida A&M University||Received||Received||Received||Received|
|Florida Atlantic University||Received||Received||Received||Received|
|Florida Gateway College||Received||Received||Received|
|Florida Gulf Coast University||Received||Received||Received||Received|
|Florida International University||Received||Received||Received||Received|
|Florida Polytechnic University|
|Florida SouthWestern State College||Received||Received||Received|
|Florida State College at Jacksonville||Received||Received||Received||Received|
|Florida State University||Received||Received||Received||Received
|Gulf Coast State College||Received||Received||Received||Received|
|Hillsborough Community College||Received||Received||Received||Received|
|Indian River State College||Received||Received||Received||Received
|Lake-Sumter State College||Received||Received||Received||Received|
|Miami Dade College||Received||Received||Received||Received|
|New College of Florida||Received||Received||Received||Received|
|North Florida College||Received||Received||Received||Received|
|Northwest Florida State College||Received|
|Palm Beach State College|
|Pasco-Hernando State College||Received||Received||Received||Received|
|Pensacola State College||Received||Received||Received||Received|
|Polk State College||Received||Received||Received||Received|
|St. Johns River State College||Received||Received||Received||Received|
|St. Petersburg College||Received||Received||Received||Received|
|Santa Fe College||Received||Received||Received||Received|
|Seminole State College||Received||Received||Received||Received|
|South Florida State College||Received||Received||Received||Received|
|State College of Florida, Manatee-Sarasota||Received||Received||Received||Received|
|Tallahassee Community College||Received||Received||Received||Received|
|University of Central Florida||Received||Received||Received||Received|
|University of Florida||Received||Received||Received|
|University of North Florida||Received||Received||Received|
|University of South Florida||Received||Received||Received||Received|
|University of West Florida||Received||Received||Received||Received|