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Item Description Templates

Resources - Metadata Resources - Metadata Configuration

Alma allows for a template to be configured when generating an item description based on the enum...

Updated 2 years ago by Jackie Saavedra

Managing Custom Banner Notifications in Primo VE

Discovery - Primo VE

To include an alert banner message in your institution's Primo VE discovery interface, simply fil...

Updated 2 years ago by Joel Shields

Open Access Community Zone Collections in the NZ

Resources - Electronic Resources -Electronic Policies

A number of Open Access (OA) Community Zone (CZ) collections are activated and managed in the WRL...

Updated 2 years ago by Jackie Saavedra

Shared Open Access E-Resource Collections Workflow

Resources - Electronic Resources - Electronic Workflows and Ho...

Involved Parties: CCC APAC NZ Manager ERC  NEW RESOURCES Requests from any library for new open...

Updated 2 years ago by Jackie Saavedra

Secondary Resource Types

Discovery - Primo VE Discovery - Primo VE Configuration

In August of 2022, Ex Libris introduced a new feature for Primo VE - secondary resource types. Th...

Updated 2 years ago by Jackie Saavedra

Item Record Description Policies and Templates

Resources - Metadata Resources - Metadata Policies

Item record descriptions for print periodicals should follow the guidelines below. Every effort s...

Updated 2 years ago by Jackie Saavedra

Pull Slip (Ful Resource Request Slip Letter)

Network Zone Configuration of the CLS/AFN Letters managed in the NZ for Physical ...

The Pull Slip is managed for our partners to provide consistency for the displayed location codes...

URLs in Alma Bibliographic Records

Resources - Electronic Resources -Electronic Policies

Introduction This policy establishes guidelines on the inclusion of institution-specific uniform...

Updated 2 years ago by Jackie Saavedra

How to create new bibliographic records in the Metadata Editor

Resources - Metadata Resources - Metadata Workflows and How-...

1. Open the Metadata Editor. 2. Choose Records on the top left-hand corner, then choose New > Pl...

Updated 2 years ago by Jackie Saavedra

How to merge bibliographic records

Resources - Metadata Resources - Metadata Workflows and How-...

Alma provides the ability to merge two bibliographic records in the Metadata Editor. This is help...

Updated 2 years ago by Jackie Saavedra

Metadata Editor Warnings (MARC21 Bib Extensions)

Resources - Metadata Resources - Metadata Configuration

When a record is opened in Alma’s Metadata Editor, Alma checks the record for a variety of charac...

Updated 2 years ago by Jackie Saavedra

E-Resources Training Sessions 2021

Resources - Electronic Resources - Electronic Workflows and Ho...

Session 1 | E-Resources Basics   Session 2 | Advanced E-Resources   Session 3 | E-Resourc...

Updated 2 years ago by Jackie Saavedra

How to link and unlink bibliographic records from the NZ

Resources - Metadata Resources - Metadata Workflows and How-...

Linking bibliographic records to the NZ Open the bibliographic record in the Metadata Editor. ...

Updated 2 years ago by Jackie Saavedra

Match Profile in the Metadata Editor

Resources - Metadata Resources - Metadata Configuration

Match methods in Alma are primarily used in import profiles to determine whether an incoming reco...

Updated 2 years ago by Jackie Saavedra

How to set up automatic holdings for e-resources

Resources - Electronic Resources - Electronic Workflows and Ho...

Introduction Alma has a feature that allows e-resource providers to set a library’s ebook, ejour...

Updated 2 years ago by Jackie Saavedra

How to create an Alma import profile

Resources - Electronic Resources - Electronic Workflows and Ho...

There are several types of import profiles in Alma.  Different import profiles may be appropriate...

Updated 2 years ago by Jackie Saavedra

How to activate Community Zone Collections

Resources - Electronic Resources - Electronic Workflows and Ho...

In order for an Electronic Collection or an Electronic Portfolio to be visible and accessible to ...

Updated 2 years ago by Jackie Saavedra

NZ Local Parameters

Analytics NZ Analytics

Below is a list of all Local Parameters configured in Analytics for Network Zone records. ...

Updated 2 years ago by Jackie Saavedra

Duplicate NZ Records report

Resources - Metadata

On the 2nd of every month, the WRLC Alma Network Zone creates an Analytics report listing all Net...

Updated 2 years ago by Jackie Saavedra

3. Create Partners

Network Zone Configuration of the CLS/AFN NZ Configuration

        Alma ➜ Fulfillment ➜ Resource Sharing ➜ Partners