FAQs: E-Resources Guide

Open Alma Configuration (Control + Alt +C) OR go to the cog icon in the lower left-hand corner. Then, go to Resources-> Task E-Statuses

Here is the Code Table:

You can add task statuses by selecting Add Row and then adding a code of your choosing along with a description:

Click Add Row and Save:

As you are thinking about what to add to task statuses, something to consider is what you need in terms of what is done and what needs to be done.

To change status. Go to Change Status in upper right and select from the drop-down menu,

Here we selected Not Yet Online for the Journal of Slavic Linguistics:

After completing your task, how to pass something along to complete another task?

Change status to not what is in the past, but what needs to happen.

In this example, for Journal of Slavic Linguistics the task was changed to Check CDI Search:

Then, go to Assign to:

Then, Assign the task and click Assign To:

Consider keeping verbs associated with tasks in the present tense.

You can also include in the Note: Set the status to XXX at that time.

If you include the instructions to have the assignee to complete the task and set the status to the appropriate task, then you can filter for those with the set status.

In this case, the you have requested the status be set to Configure OA (see how it is filtered for this):

After the task is completed, you can change the status to Unassigned and there it will sit for pick up. This is just one approach. You can also assign to an individual as well.