Reminders can be added to bib records to remind users to perform specific tasks at specified times, such as closing a serial record, adding local notes, withdrawing a title when a new edition arrives, or updating a holdings record. Reminders can be added to an Institution Zone record or a Network Zone Record.
Reminders can include:
Reminders Do Not have an alert or show up in task lists. Reminders are Managed by going to Resources>Cataloging>Reminders.
A "General" Reminder Type is enabled out of the box. Reminders types can be configured to create specific reminder types for required tasks, such as close record, add local note, or withdraw. To configure Reminder Types:
A general Reminder Status for "New" is enabled out of the box. Reminders statutes can be configured to let the user know the reminders status.
Reminders can be created on Institution Zone (IZ) records or Network Zone (NZ) records. The zone used in the repository search determines where the reminder is created. Make sure the repository search results are in the IZ before creating reminders for IZ specific records even if they are linked to the NZ. NZ master records should not be edited in Alma.
To add a reminder to a single bib record:
Adding reminders using a set can only be done on IZ records. To add reminders using a set:
There are no Reminder alerts and they do not show up under the user's task list. Users need to manually review reminders. To manage reminders once they have been created:
Only records that are due during the Submitted Date Range will display:
Change the Submitted Date Range filter to view reminders that are coming up or past due: