Alma Certification Training Practice

nchishol
Quiz by nchishol, updated more than 1 year ago
nchishol
Created by nchishol about 5 years ago
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Alma Quiz on Alma Certification Training Practice, created by nchishol on 20/07/2015.
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Resource summary

Question 1

Question
I can create a new institution in Alma.
Answer
  • True
  • False

Question 2

Question
I can create a new library in Alma.
Answer
  • True
  • False

Question 3

Question
I can create a new location on the institution level in Alma.
Answer
  • True
  • False

Question 4

Question
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:
Answer
  • a) entering a single exception for open hours 09:00-18:00
  • b) entering two exceptions for closed hours: 08:00-09:00 and 18:00-22:00
  • c) none of the above

Question 5

Question
In order for Alma to work properly, it is necessary that Locations be designated with the correct Location Type via the user interface.
Answer
  • True
  • False

Question 6

Question
All libraries in Alma must be associated with a campus.
Answer
  • True
  • False

Question 7

Question
All libraries in Alma may be associated with how many campuses?
Answer
  • a) 0
  • b) 1
  • c) any number
  • d) a and b
  • e) none of the above

Question 8

Question
A Circulation Desk may be configured at:
Answer
  • a) the institution level
  • b) the library level
  • c) either institution or library, depending on if they serve more than one library

Question 9

Question
You may associate locations from more than one library with a given Circulation Desk.
Answer
  • True
  • False

Question 10

Question
Every location must receive the following service from at least one circulation desk:
Answer
  • a) Check-out
  • b) Check-in
  • c) Re-shelve
  • d) a and b
  • e) a, b and c

Question 11

Question
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:
Answer
  • a) the circulation desk is not configured to accept any form of payment
  • b) the staff does not have an appropriate role
  • c) a or b
  • d) none of the above

Question 12

Question
Fulfillment configuration in Alma is based primarily on:
Answer
  • a) location
  • b) item policy
  • c) material type
  • d) user job category

Question 13

Question
A Fulfillment Unit is a group of similar locations.
Answer
  • True
  • False

Question 14

Question
Best practice is to create Fulfillment Units, TOU and Policies on the:
Answer
  • a) institution level
  • b) library level
  • c) institution level, except for a resource sharing library, which must be on the library level

Question 15

Question
When checking the applicable fulfillment unit rules, Alma applies:
Answer
  • a) the first relevant rule, starting from the top
  • b) the first relevant rule, starting from the bottom
  • c) all relevant rules

Question 16

Question
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:
Answer
  • a) i before ii
  • b) ii before i
  • c) the order is irrelevant

Question 17

Question
Request Terms of Use affect a patron's ability to place requests.
Answer
  • True
  • False

Question 18

Question
Request Terms of Use affect a patron's ability to select a desired pickup location.
Answer
  • True
  • False

Question 19

Question
The Fulfillment Unit On Shelf Request Policy needs to be coordinated with the Pickup Locations policy in the Request TOU.
Answer
  • True
  • False

Question 20

Question
The Circulation Desk configurations affect a patron's ability to select a pickup location.
Answer
  • True
  • False

Question 21

Question
Relationships between libraries do not affect a patron's ability to check-out items from other libraries.
Answer
  • True
  • False

Question 22

Question
The Requested Item Due Date policy can affect the due date for a loan with existing requests.
Answer
  • True
  • False

Question 23

Question
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:
Answer
  • a) ask a Fulfillment Administrator to modify the Block Preferences table
  • b) ask a Circulation Desk Manager to perform the check-out
  • c) ask the patron to return a loaned item
  • d) all of the above

Question 24

Question
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?
Answer
  • a) Auto Loan Renewals are not properly configured
  • b) Sue's loans have reached the maximum renewal period
  • c) Sue's loans have been recalled
  • d) all of the above

Question 25

Question
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:
Answer
  • a) create a separate Lost Loan Profile to send notifications 7, 14, and 21 days after the due date, and to update the loan to lost 28 days after the due date
  • b) update the Patron Limits table to restrict undergraduates to three concurrent overdue loans
  • c) only a single lost notification can be sent per loan
  • d) a and b

Question 26

Question
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:
Answer
  • a) the Loan Recalls Configuration table
  • b) 'Is Recallable' policy in the loans TOU
  • c) a or b
  • d) none of the above

Question 27

Question
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:
Answer
  • a) Patron Limits
  • b) Loan Limits
  • c) a or b
  • d) a and b
  • e) none of the above

Question 28

Question
A digitization request for material at the Main Library can be sent for processing to:
Answer
  • a) an institution-level digitization department
  • b) any library-level digitization department
  • c) the Main Library circulation desk
  • d) any circulation desk
  • e) all of the above
  • f) a and c
  • g) a, b and c

Question 29

Question
Digitization Profile Rules determine:
Answer
  • a) whether the digitization request requires approval
  • b) whether the digitized file will be deposited in the repository
  • c) whether copyright clearance is required for digitization of the requested material
  • d) all of the above

Question 30

Question
I only need to configure Access Rights if I want to restrict access to digital resources.
Answer
  • True
  • False

Question 31

Question
I only need to configure Electronic Document Delivery Rules if I want to restrict requests for digitization of electronic resources.
Answer
  • True
  • False

Question 32

Question
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:
Answer
  • a) configure the Display logic Rules
  • b) configure the Labels
  • c) a and b
  • d) none of the above

Question 33

Question
Richard would like to add an "Ask the Librarian" link in the Primo Get It tab. He can do this by configuring:
Answer
  • a) Display Logic Rules
  • b) A General Electronic Service
  • c) Related Records
  • d) b or c

Question 34

Question
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:
Answer
  • a) updating the Display Logic Rules
  • b) updating the Labels
  • c) configuring Direct Linking

Question 35

Question
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:
Answer
  • a) updating the Display Logic Rules
  • b) updating the labels
  • c) configuring Direct Linking

Question 36

Question
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:
Answer
  • a) selecting 'Use source target ordering'=Yes in the Online Services Order screen
  • b) configuring an 'Ask the Librarian' General Electronic Service
  • c) changing the display order of the General Electronic Services

Question 37

Question
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:
Answer
  • a) open an enhancement request in Salesforce
  • b) configure the mailReason.xsl Letter in the Letter Emails table
  • c) disable the mailReason.xsl in the Letter Activity table
  • d) none of the above

Question 38

Question
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:
Answer
  • a) Letter Emails table
  • b) Customize Letters table
  • c) a or b
  • d) a and b
  • e) none of the above

Question 39

Question
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?
Answer
  • a) use the Customize Letters table
  • b) use the XML to Letter Admin tool
  • c) use the Notification Template
  • d) all of the above

Question 40

Question
Bill and Kim are responsible for course reserves in the Science Library. In order to assign reading lists to each other, Bill and Kim:
Answer
  • a) should request that an academic department be created for the Science Library
  • b) should ensure that they belong to the same processing department
  • c) a and b

Question 41

Question
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?
Answer
  • a) Bill and Kim are at different 'Currently at' locations
  • b) the Course Reserves location at the Science Library does not have a circulation desk
  • c) library-level processing departments have no supported functionality

Question 42

Question
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:
Answer
  • a) additional Reading List Citation Status
  • b) Reading List
  • c) Processing Department

Question 43

Question
Robin would like to indicate that Mathematics 101 is offered during the Fall semester. She can:
Answer
  • a) add a new value to the Course Terms table
  • b) update an existing value in the Course Terms table
  • c) a or b

Question 44

Question
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?
Answer
  • a) 0
  • b) 1
  • c) 1 for each institution in the coalition which uses the broker system
  • d) 22

Question 45

Question
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:
Answer
  • a) create a resource sharing partner of type email for each of the 5 institutions
  • b) create a single resource sharing partner of type email for all 5 of the institutions
  • c) a or b

Question 46

Question
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:
Answer
  • a) Workflow Profiles
  • b) Rota Templates
  • c) Locate Profiles
  • d) Mandatory Fields in the request forms for articles and books

Question 47

Question
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:
Answer
  • a) Sending Borrowing Request Rules
  • b) Workflow Profiles
  • c) Rota Templates
  • d) Locate Profiles

Question 48

Question
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:
Answer
  • a) Rota Templates
  • b) Rota Assignment Rules
  • c) Locate Profiles
  • d) all of the above

Question 49

Question
Locations in the same library may have different standard open hours in Alma.
Answer
  • True
  • False

Question 50

Question
We have a location which contains non-circulating reference material. Do we need to attach this location to a circulation desk?
Answer
  • a) Yes, every location must be associated with a circulation desk.
  • b) No, you only need a circulation desk for patron check-out/check-in.
  • c) Maybe. For example, if the items ever need to be transited to another location or a work order department, then the location should be served by a circulation desk.

Question 51

Question
If a circulation desk is designated as 'Primary', it means that items may be transited to and from that circulation desk from/to a circulation desk in a different library.
Answer
  • True
  • False

Question 52

Question
A location may be served by more than one circulation desk, as long as the circulation desks are in the same library as the location.
Answer
  • True
  • False

Question 53

Question
Only a circulation desk with a hold shelf may be selected as a pickup location.
Answer
  • True
  • False

Question 54

Question
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:
Answer
  • a) the circulation desk is not configured to accept any form of payment
  • b) the staff does not have an appropriate role
  • c) a or b
  • d) none of the above

Question 55

Question
Fulfillment configuration in Alma is based primarily on:
Answer
  • a) Location
  • b) Item policy
  • c) Material type
  • d) User job catgory

Question 56

Question
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?
Answer
  • a) the requesting patron has an email address
  • b) the library's scanner supports email delivery
  • c) the applicable request TOU contains 'Is Digitizable'=Yes
  • d) the applicable Digitization Profile Rule has the 'Deposit' checkbox unselected
  • e) all of the above configurations are required

Question 57

Question
By default, out-of-the-box Access Rights allow any user to view digital files.
Answer
  • True
  • False

Question 58

Question
The university has established a new department of Robotics. In order to help process course reading lists for this department, the Fulfillment Administrator must create a new Processing Department.
Answer
  • True
  • False

Question 59

Question
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?
Answer
  • a) update the Description field of the Course Terms table as necessary
  • b) enable/disable rows in the Course Terms table as necessary
  • c) add rows to the Course Terms table as necessary
  • d) all of the above

Question 60

Question
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?
Answer
  • a) disable letters in the Letter Emails table
  • b) disable letters in the Letter Activity table
  • c) disable letters in the Customize Letters table
  • d) any of the above

Question 61

Question
In order to assign staff roles to students, they must have a user record type of:
Answer
  • a) Staff
  • b) Public
  • c) a or b

Question 62

Question
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:
Answer
  • a) request them for pickup at the Main Library
  • b) check-out the item himself at the Science Library
  • c) cannot check-out items owned by the Science Library

Question 63

Question
Jane is responsible for assigning roles to staff users. She has created Role Templates and used them to manually assign roles to the current staff users. Since the current staff already have user records in Alma, Jane could have used Role Assignment Rules to assign the roles defined in the Templates automatically.
Answer
  • True
  • False

Question 64

Question
In the scenario above, Jane is asked to add the User Manager role to all current senior circulation staff. Since Jane assigned roles to the current staff by using a Role Template, all she has to do is update her Template with the User Manager role and this role will be added automatically to the existing senior circulation staff.
Answer
  • True
  • False

Question 65

Question
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?
Answer
  • a) Ensure that the Mandatory fields table for Public users includes the user group field and that the appropriate user groups appear in the User Record Type/User Group mapping table for record type Public.
  • b) Ensure that the Mandatory fields table for Staff users includes the user group field and that the appropriate user groups appear in the User Record Type/User Group mapping table for record type Staff.
  • c) Configure User Registration Rules.

Question 66

Question
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?
Answer
  • a) Nothing. Passwords must conform to the format defined out of the box.
  • b) Update the password_regex parameter
  • c) Make the password field not mandatory.

Question 67

Question
The SIS job is best run in Import mode:
Answer
  • a) Manually, when I have a lot of new user records to import.
  • b) On a regular, scheduled basis.
  • c) When I need to update existing user records.

Question 68

Question
All external integrations (e.g. SIS, Bursar) can use the same FTP definition.
Answer
  • True
  • False

Question 69

Question
When run in Export mode, the SIS job creates a report of user fines and fees and updates the active balance of users included in the report.
Answer
  • True
  • False

Question 70

Question
The Bursar job exports a file of user fines and fees and updates the active balance of users included in the file.
Answer
  • True
  • False

Question 71

Question
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:
Answer
  • a) still require loaning the item to a pseudo-patron
  • b) provide staff searching for such an item in Alma with an indication of the work order type, department and current status of the item
  • c) provide patrons searching for the item in Primo an indication of the internal process the item in undergoing and the date of the item's expected availability
  • d) b and c

Question 72

Question
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:
Answer
  • a) a single work order type and department on the institution level
  • b) a single work order type and department on the Main Library level
  • c) a single work order type on the institution level and a single work order department on the library level
  • d) all of the above

Question 73

Question
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:
Answer
  • a) The Work Order Type for the Main Library department is on the institution level
  • b) The Work Order Statuses of the Main Library department are sufficient for the Law Library department.
  • c) a and b

Question 74

Question
Beverly is in charge of the catalog at her institution. She would like to be able to search MARC field 690 in a separate index. Beverly's Catalog Administrator could help her do this by creating a separate index for MARC 690.
Answer
  • True
  • False

Question 75

Question
Beverly decides to copy her 690 fields to MARC 969 in order to be able to search this field separately. Beverly's Catalog Administrator could help her accomplish her objective by enabling the local 969 search index.
Answer
  • True
  • False

Question 76

Question
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:
Answer
  • a) open an enhancement request
  • b) add the External Resource to the list herself
  • c) create a search profile containing resource without enabling it

Question 77

Question
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?
Answer
  • a) She can continue this same practice in Alma.
  • b) She can automate this process in Alma using normalization rules.
  • c) All of the above.

Question 78

Question
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?
Answer
  • a) Copy any 650 fields from the old record and paste them into the new record.
  • b) Use a Merge Method to keep her local 650 fields in the new record.
  • c) Use a Normalization Rule to add her local 650 fields to the new record.

Question 79

Question
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?
Answer
  • a) Merge Methods don't work with batch imports.
  • b) You can't use the same Merge Method for both things at the same time.
  • c) Because the preferred record differs, you may need to create distinct Merge Methods.

Question 80

Question
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?
Answer
  • a) It depends on whether she is importing serial or non-serial records
  • b) 001 To MMS_ID Match Method
  • c) Unique OCLC Identifier Match Method
  • d) 035 (Other System Identifier) Match Method

Question 81

Question
Alma allows you to customize MARC21 in the following ways:
Answer
  • a) Add fields and subfields, but not indicators
  • b) Make certain fields and subfields mandatory or not
  • c) Make certain fields and subfields repeatable or not
  • d) a and b
  • e) b and c
  • f) All of the above

Question 82

Question
Alma does not allow you to save records that contain invalid metadata.
Answer
  • True
  • False

Question 83

Question
Controlled Vocabularies:
Answer
  • a) can increase uniformity of your metadata
  • b) can reduce cataloging errors
  • c) can be re-used with more than one subfield
  • d) all of the above

Question 84

Question
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?
Answer
  • a) Wait until he gets full versions of the bib records
  • b) Import the file, but select "None" in the Inventory Information tab of the import profile
  • c) Configure the Import Profile to flag records as suppressed from publishing to the discovery system

Question 85

Question
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?
Answer
  • a) Delete the brief records and then import the file
  • b) Configure the import profile to import upon match, and overlay or merge the brief records with the full records
  • c) Use External Search Resources to manually import full versions of the brief records

Question 86

Question
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?
Answer
  • a) Deselect the "Recalls loans" checkbox for the Technical Services work order type
  • b) Update the "Is Renewable" policy in the applicable loan TOU
  • c) Update the "Recall Period" policy in the applicable loan TOU
  • d) Update the "Maximum Renewal Policy" in the applicable loan TOU

Question 87

Question
Automatic generation of Accession Numbers is useful only if the Accession Placement parameter has been configured in the Location screen.
Answer
  • True
  • False

Question 88

Question
Call Number Parsing allows you to select a distinct label format for each call number type.
Answer
  • True
  • False

Question 89

Question
Which of the following item descriptions cannot be generated using Description Templates:
Answer
  • a) Vol. 12, no. 3 (August, 2003)
  • b) v.12,n.3 (2003)
  • c) Volume 12, Issue 3
  • d) None of the above
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