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Item Record Description Policies and Templates
Item record descriptions for print periodicals should follow the guidelines below. Every effort s...
Pull Slip (Ful Resource Request Slip Letter)
The Pull Slip is managed for our partners to provide consistency for the displayed location codes...
URLs in Alma Bibliographic Records
Introduction This policy establishes guidelines on the inclusion of institution-specific uniform...
How to create new bibliographic records in the Metadata Editor
1. Open the Metadata Editor. 2. Choose Records on the top left-hand corner, then choose New > Pl...
How to merge bibliographic records
Alma provides the ability to merge two bibliographic records in the Metadata Editor. This is help...
Metadata Editor Warnings (MARC21 Bib Extensions)
When a record is opened in Alma’s Metadata Editor, Alma checks the record for a variety of charac...
E-Resources Training Sessions 2021
Session 1 | E-Resources Basics Session 2 | Advanced E-Resources Session 3 | E-Resourc...
How to link and unlink bibliographic records from the NZ
Linking bibliographic records to the NZ Open the bibliographic record in the Metadata Editor. ...
Match Profile in the Metadata Editor
Match methods in Alma are primarily used in import profiles to determine whether an incoming reco...
How to set up automatic holdings for e-resources
Introduction Alma has a feature that allows e-resource providers to set a library’s ebook, ejour...
How to create an Alma import profile
There are several types of import profiles in Alma. Different import profiles may be appropriate...
How to activate Community Zone Collections
In order for an Electronic Collection or an Electronic Portfolio to be visible and accessible to ...
NZ Local Parameters
Below is a list of all Local Parameters configured in Analytics for Network Zone records. ...
Duplicate NZ Records report
On the 2nd of every month, the WRLC Alma Network Zone creates an Analytics report listing all Net...
3. Create Partners
Alma ➜ Fulfillment ➜ Resource Sharing ➜ Partners
Alma Physical Item Request Addon
SCF request processing is transitioning from using emails for items to be sent to fill an ILLiad ...
Consortial Partners in CLS/AFN
Lending and Borrowing Partners These partners are configured in the ROTA for the "Consortium Boo...
Delivery locations with Codes
1. Configure Borrowing and Lending workflows
Configuration ➜ Fulfillment ➜ Resource Sharing ➜ Workflow Profiles Note: Later as...
2. Create locate profiles
Configuration ➜ Fulfillment ➜ Resource Sharing ➜ Locate Profiles Type is "Fulfillment Ne...