Alma Certification Training Practice

The Main Library is normally open 08:00-22:00. During term break, it is open from 09:00-18:00. In order to configure the open hours for term break, you need to adjust the Main Library calendar by:

All libraries in Alma may be associated with how many campuses?

A Circulation Desk may be configured at:

Every location must receive the following service from at least one circulation desk:

A patron arrives at the circulation desk requesting to pay a fine or fee. The staff cannot see a "pay" option in the patron services workbench. The reason is:

Fulfillment configuration in Alma is based primarily on:

Best practice is to create Fulfillment Units, TOU and Policies on the:

When checking the applicable fulfillment unit rules, Alma applies:

Locations associated with the General Fulfillment Unit allow items to be loaned to any user group, unless the item has item policy=2.

The General Fulfillment Unit contains the following rules:
i. User group=undergraduate student
ii. Item policy=2

The rules should be ordered as follows:

Ken has the Circulation Desk Operator role at the Main Library Circulation Desk. When he attempts to check-out an item to a patron, he receives the following pop-up message: "Item cannot be loaned due to Loan Limit rules configuration." No Override button appears. In order to resolve the situation, Ken can:

Sue is a faculty member with loans coming due in a few days. When she contacted the library she was assured that her loans would be renewed automatically two days before the due date. Two days before the due date, Sue receives an email from the library informing her that her loans are due in two days. What might explain why Sue's loans were not renewed?

Irene is responsible for patron services. She would like to send automatic notices to undergraduates 7, 14, and 21 days after their loans are overdue, warning them that if their loans are not returned within 28 days of their due date, they will be declared lost and a fine will be assessed. In order to achieve this configuration, Irene can ask her Fulfillment Administrator to:

Tom is in charge of circulation policies for his library. He would like to ensure that patrons will be able to keep their loans for the maximum renewal period, regardless of any subsequent requests for those items currently on loan to them. To achieve this objective, Tom can ask a Fulfillment Administrator to modify:

Undergraduates are entitled to borrow up to 20 books at a time, but only one laptop. To enforce this policy, the Fulfillment Administrator should configure:

A digitization request for material at the Main Library can be sent for processing to:

Digitization Profile Rules determine:

Richard is in charge of Patron Services. He would like to ensure that Guest users will not be able to submit Resource Sharing requests via Primo. His best option is to:

Richard would like to add an "Ask the Librarian" link in the Primo Get It tab. He can do this by configuring:

Richard has received complaints from users that Primo indicates some physical items as loanable, but when the users login to Primo, Primo says the same items are not loanable. Richard might be able to resolve this issue by:

Richard has received complaints from users that when search results in Primo contain only a single electronic resource, they have to click twice in order to see it - first on the View It tab, and then on the link for the resource. Richard can resolve this issue by:

Richard has received complaints from patrons that links in the Primo View It tab sometimes lead to the wrong resource. Richard can improve the reliability of View It tab links by:

Karen is in charge of formatting patron notices. She doesn't like the OTB 'Dear Sir/Madam' salutation and would like to change this to 'Dear Mr./Ms.'. To achieve her objective, Karen should:

After Karen makes the configuration above, she decides that she would like the greeting on the letter to appear in a bold format. She can achieve this objective via the:

Karen's institution is now in production. She would like to modify one of the patron facing letters, but doesn't want to trigger the creation of the letter in Alma. What would you advise Karen to do?

Bill and Kim are responsible for course reserves in the Science Library. In order to assign reading lists to each other, Bill and Kim:

Robin created a library-level processing department for the Science Library and added Bill and Kim as operators. Why can't Bill and Kim assign reading lists to each other?

Bill and Kim would like to add a new reading list citation status called 'Waiting for Clarification'. They should ask Robin to create a new:

Robin would like to indicate that Mathematics 101 is offered during the Fall semester. She can:

Carol is in charge of Resource Sharing. Her library is a part of a resource sharing coalition that includes 22 different institutions. The coalition uses a broker system based on the NCIP protocol to manage its resource sharing activities. Carol is very eager to use Alma to automate the internal processing involved in resource sharing and asks her Fulfillment Administrator to make the necessary configurations. How many Partners should the Fulfillment Administrator create in Alma for the resource sharing coalition?

In addition to the coalition institutions, Carol's library has individual resource sharing agreements with 5 other institutions, all of which use email to manage their resource sharing activities. Currently Carol has to write an email each time she receives a borrowing request from a patron, or a lending request from a partner. To make this process more efficient, Carol could ask her Fulfillment Administrator to:

Currently, Carol reviews every borrowing request she receives to verify that it can be sent. Sometimes bibliographic information is missing from the request and she knows from experience that the partner may reject it. To lighten her workload, Carol could ask her Fulfillment Administrator to configure:

Before Carol approves a borrowing request she must check whether her library owns a copy of the requested item. The Fulfillment Administrator could automate this step for Carol by configuring:

Carol has to review every borrowing request in order to determine the partner most likely to be able to fulfill the request. Sometimes the patron needs the material more quickly than some partners can supply. And sometimes the requested item is not held by a particular partner. Carol could automate this step, too, by asking her Fulfillment Administrator to configure:

We have a location which contains non-circulating reference material. Do we need to attach this location to a circulation desk?

A patron arrives at the circulation desk requesting to pay a fine or fee. The staff cannot see a Pay option in the patron services workbench. The reason is:

Fulfillment configuration in Alma is based primarily on:

Sam wants to allow patrons to submit requests to digitize a physical item, and deliver the digitized file to the patron's email address. Which of the following configurations are not required to support this workflow?

The university has three academic trimesters: Fall, Spring and Summer. How can the Fulfillment Administrator reflect this in courses that have reading lists managed by the library?

Karen has received feedback from patrons that they are receiving too many notices from the Library: courtesy notices, due date notices, lost loan warnings, borrowing activity notices, etc. What can Karen do to reduce the number of notices patrons receive?

In order to assign staff roles to students, they must have a user record type of:

Dan is a guest user. His patron role has a scope of the Main Library. In order to borrow items owned by the Science Library, Dan can:

Jacqueline is in charge of patron services. She wants to be certain that every new patron registering at the circulation desk receives an appropriate user group. What does she need to do?

When saving a user record, Alma displays the error message: "Field Password must be at least 8 characters, and must include at least one upper case letter, one lower case letter, and one numeric digit."

What can the User Administrator do to resolve this error?

The SIS job is best run in Import mode:

The Main Library sometimes needs to remove items from its shelves and send them for internal processing, for example binding, barcoding and additional cataloging. Currently, to manage this kind of processing, staff check-out the item to a pseudo-patron and leave a note in the item's shelf location. Managing this process in Alma using Work Orders would:

When the other libraries in the institution need technical processing for their physical inventory - such as that performed by the Main Library above - they always send their items to the Main Library for such processing. In order to represent this in Alma, the General System Administrator could configure:

The Law Library services its own items, rather than sending them to the Main Library. The Law Library department could use the same Work Order Type as the Main Library department if:

Beverly would like to search a particular external resource from the Metadata Editor, for copy cataloging and record import purposes. She asks her Catalog Administrator to enable this resource but she doesn't find it in the list. The Catalog Administrator could:

Mary is the head of cataloging. She is excited about moving to Alma, but concerned about the impact on her catalog and her work load going forward. In her old system, for every record she imported, she manually added a local field indicating the external resource from which she took the record. What can you tell Mary to reassure her?

Mary's team does a lot of copy cataloging. She is concerned that importing records via External Search Resources will overwrite her local 650 fields. What would you suggest to Mary?

Mary configured Merge Methods to use for copy cataloging via External Search Resources. But when she uses the same Merge Methods with her batch record import profiles, they do not behave as expected. What can you tell Mary to help her out?

Mary wants to export a set of records, in order to update them in an external editor, and then import them back into Alma. Of course, she wants to ensure that the imported records will match-up with the existing records and update them with the changes. Which Match Method should Mary use?

Alma allows you to customize MARC21 in the following ways:

Controlled Vocabularies:

Ken would like to import a file of brief bibliographic records, as place holders for future orders. But he doesn't want patrons who search in Primo to see these brief records. What would you advise Ken to do in order to achieve his objective?

Ken receives a new file with full bibliographic information. He would like to load this file into his Institutional Repository, but doesn't want to create duplicates of the brief records he imported previously. What would you suggest to Ken?

Simon creates a brief record for an item in order to check it out to a patron. Instead of the expected due date of 1 month, the loan has a due date of 1 week, the loan status is "Recalled", the loan cannot be renewed and a Technical Services work order is created. What configuration change can be made to allow a "normal" loan (1 month due date and renewable) in this scenario?

Which of the following item descriptions cannot be generated using Description Templates: