Alma Data Migration Review- Alma Searches

Basic Search: Keywords - Contains Keywords - *

(Note: the number of bibs will include those from Voyager and your Link Resolver (if migrated) so will be larger than your Voyager bib count.)

Advanced Search: Originating System - Contains Keywords - ILS

(Note: the number of bibs will include only those which migrated from Voyager.)

Advanced Search: Is linked - Equals - No

Fulfillment menu - Manage Patron Services

• Search for patron by name, barcode, or IID.
• If searching for a partial name, use the asterisk (*) as a wildcard.
  • For example: S* will find all patrons where an identifier begins with the letter S.

Alma Basic Search bar - select Users from the drop-down

• After selecting Users from the search type drop down, additional limit choices include:
  • All
  • Email
  • First Name
  • Identifiers
  • Job Category (This is an Alma function; you will not need it for data review)
  • Last Name
  • Middle Name
  • Primary Identifier
    • Primary Identifier means the data st as the named "Primary Identifier" during migration. Most I-Share libraries set the value as the patron's Institutional ID Number (IID).
  • User General Information
• For most searches, the "All" option will work best.
• Enter your search term in the search box.

Admin menu - User Management Manage Users

• Search for patron by name, barcode, or IID.
• If searching for a partial name, use the asterisk (*) as a wildcard.
  • For example: S* will find all patrons where an identifier begins with the letter S.

• If you searched by Admin> Manage Users, or Alma search bar Users basic search, clicking the patron's name from the results will open to the "User Details" screen.
  • To find the patron's charged items, look for the "Manage fulfillment activities" link in the patron name header.
  • Then look for the Loans tab to review charged materials.
  • Switch the "Loan Display" from "Loans of this Session" to "All Loans."
• If you searched by Fulfillment menu> Manage Patron Services, the record will automatically open to the patron's fulfillment activities.
  • Look for the Loans tab to review charged materials.
  • Switch the "Loan Display" from "Loans of this Session" to "All Loans."

Search for the item by doing a basic search for the Physical Item> Barcode > enter the barcode.

• In the Physical Items search results, locate the item.
• Click on the "Process Type" value of "Loan" to see details about the charge transaction.
• Open the "Other Details" tab to see the items circulation counts.
   

Search for the item doing a basic search for the Physical Item> Barcode, or Physical Item> Keyword> enter a portion of the title.

• In the Physical Items search results, locate the item.
• Click on the link/tab for "Other Details"
• Review the "Number of Loans"
  

• To find course reserves: Fulfillment menu> Course Reserves> Courses. You can:
  • Filter the list by Department, Status, or Term.
  • Sort the list by Course Code, Course Name, Processing Department, Start Tate, or End Date.
  • Search for a course using the "Find" box. Course Code and Course Name searches are possible.
  • To view details for a course, click the course code link, or, select Edit from the row actions list.
• To find the reading lists: Fulfillment menu> Course Reserves> Reading Lists
  • The Reading Lists Task List page opens to the "Assigned to Me" tab; switch to "All."
  • Check that the citations in the Alma reading list matches those from the Voyager Course Reserves.
  • Click the "Physical" or "Electronic" tab as appropriate.