Workflow Catalog
This chapter provides a comprehensive catalog of automated workflows and cloud applications built by the WRLC HQ.
Add or Remove WRLC Retention
Processes a user-uploaded CSV of barcodes to bulk add or remove WRLC retention commitments across...
Create WRLC Long Lost Fines data table
At a glance Status: Active Environment / Tags: Live, Network Zone, Analytics, CLS Long Lost I...
CU Law: New Borrowing Request Notification
Notifies CU Law staff when an ILL request is submitted via Primo. At a glance Status: Activ...
Delete NZ Bibs and Sets from Scheduled Jobs
This workflow automatically processes sets created by two scheduled Network Zone cleanup jobs, ru...
Managing Named Users in Alma: Multi-Step Process
Step 1 - Find Alma Users Without Expiration Dates Based on Code from Github At a glance Status...
OCLC Job Reports
Gathers job report statistics from Network Zone import profiles (specifically OCLC Overlay import...
OCLC Multi Match List Page
Automatically generates a daily Excel report of all OCLC multi-match bibliographic records fr...
Reassign Retention for Lost and Paid CLS Items
After each Long Lost CLS processing cycle, this workflow reviews Lost and Paid items that were pr...
Reassign WRLC Retention Form
A form that allows SCF staff to reassign WRLC Retention from the scanned barcode to another eligi...
Remove Duplicate Retention Items
This workflow identifies duplicate WRLC Retention commitments that can occur after bibliographic ...
SCF - Add More Collection Items
At a glance Status: Active Environment / Tags: SCF Workflow Applies consortium-wide?: No / lik...
SCF - Publish Items to the SCF IZ via File Upload
At a glance Status: Active Environment / Tags: Live; SCF Workflow Applies consortium-wide?: ...
SCF - Update Internal Note 1
A form is used to input and update the Internal Note 1 field in both the Shared Collections Facil...
SCF - Update Internal Note 3
A form is used to input and update the Internal Note 3 field in the Shared Collections Facility (...
SCF - Update Item Call Number
A form is used to input and update the Item Call Number field in both the Shared Collections Faci...
SCF - Spreadsheet of exported SCF Requests
At a glance · Status: Active· Environment / Tags: Live; SCF Workflow· Applies consortium-wide?: ...
Subworkflow – Add Long Lost Fine
Creates a standardized WRLC Long Lost replacement fine in the patron's home Alma Institution Zone...
Subworkflow – Add WRLC Retention
This subworkflow applies a WRLC retention commitment to a specified item by setting the retention...
Subworkflow - Create Items in SCF IZ
At a glance · Status: Active· Environment / Tags: SCF Workflow· Applies consortium-wide?: No, sp...
Subworkflow - Look Up Active Loans
Looks up the current status of a loan in the item's owning Alma Institution Zone and returns the ...
Subworkflow - Look up Consortial Item by Barcode
Standard lookup subworkflow used to retrieve item and bibliographic information from the owning A...
Subworkflow - Reassign WRLC Retention
At a glance Status: Active Environment / Tags: Live; Network Zone Applies ...
Subworkflow – Remove WRLC Retention
This subworkflow removes WRLC retention commitments from a specified item by clearing retention-r...
Subworkflow - Retrieve Patron Home Account from Linked Account
Looks up a patron's Home Institution account information (Primary ID and User Group) from the pre...
Subworkflow – Waive Linked Account Fines for CLS Long Lost Items
Waives a CLS Long Lost replacement fine in a patron's linked account within the lending Instituti...
Trinity Students/Faculty update purge dates
Creates a set of non-expired patron accounts for Trinity University faculty and students in the S...
WRLC - Journal Volume Overlap Tool
At a glance Status: Active Environment / Tags: Analytics Applies consortium-wide?: Yes Runs...
WRLC - Retention Copy Analysis Tool
At a glance Status: Active Environment / Tags: Analytics Applies consortium-wide?: Yes (Infe...
UDC Barcode Update Form
At a glance · Status: Active· Environment / Tags: Community Use Case· Applies consortium-wide?: ...
Update Item Description with Excel
At a glance Status: Active Environment / Tags: Network Zone Applies consortium-wide?: No — t...