Introduction to Administration

This guide describes general administration tasks that affect all areas of Alma, including user management and configuration, general configuration options, and managing jobs. This guide contains the following sections:

• Overview of User Management in Alma – This section provides an overview of the way in which users are created and managed in Alma. For a detailed explanation, see Overview of User Management in Alma.
• User Management – This section governs user information that is managed by an authorized operator. User management includes the management of both public, staff, and contact users. For a detailed explanation, see User Management.
• User Configuration – This section describes configuration management activities. For a detailed explanation, see Configuring User Management.
• General Configuration – This section describes Administration configuration activities. For a detailed explanation, see Configuring General Alma Functions.
• Advanced Tools – This section describes how to use the Healthcheck Tool. For Network Zone institutions, the Distribute User Management Configuration and Distribute Administration Network Configuration jobs are also included on the Advanced Tools menu.
• Alma Jobs- This section provides an overview of jobs and sets in Alma and describes how to create, run, and monitor them. For a detailed explanation, see Managing Jobs and Sets.

Additional administration tasks that are relevant to specific sections of Alma are presented in other sections, including:

• Resources: Configuring Resources
• Fulfillment: Configuring Fulfillment
• Acquisitions: Configuring Acquisitions
• Integrating with external systems: Acquisitions, Resources, Fulfillment, User Management, and General
• Integrating with Primo
• Managing Multiple Institutions using a Network Zone