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SCF - Update Internal Note 3

Library Open Workflows Workflow Catalog

A form is used to input and update the Internal Note 3 field in the Shared Collections Facility (...

Updated 3 weeks ago by Aaron Krebeck

CLS Lost In Transit | Expired Hold Shelf Reconciliation Audit 2026

Fulfillment Consortium Loan Services (CLS)/ Automat...

On an annual basis, WRLC AFN (Alma Fulfillment Network) libraries, that participate in CLS (Conso...

Updated 3 weeks ago by Angelique Carson

Delete NZ Bib Set

Library Open Workflows Workflow Catalog

Form accepts an NZ Set ID, displays a deletion review screen with record count, and submits Alma’...

Updated 3 weeks ago by Jackie Saavedra

“Identify non-CZ e-book wo inventory, not used by Network” Job

Library Open Workflows Workflow Catalog

Runs biweekly to identify the set created by the Alma NZ job “Identify records that are not used ...

Updated 3 weeks ago by Jackie Saavedra

“Identify CZ records wo inventory, not used by Network” job

Library Open Workflows Workflow Catalog

Runs biweekly to identify the set created by the Alma NZ job “Identify records that are not used ...

Updated 3 weeks ago by Jackie Saavedra

Subworkflow – Remove WRLC Retention

Library Open Workflows Workflow Catalog

This subworkflow removes WRLC retention commitments from a specified item by clearing retention-r...

Updated 1 month ago by Jackie Saavedra

Subworkflow – Add WRLC Retention

Library Open Workflows Workflow Catalog

This subworkflow applies a WRLC retention commitment to a specified item by setting the retention...

Updated 1 month ago by Jackie Saavedra

WRLC Retention

Library Open Workflows Workflow Catalog

Processes a user-uploaded CSV of barcodes to bulk add or remove WRLC retention commitments across...

Updated 1 month ago by Jackie Saavedra

OCLC Multi Match List Page

Library Open Workflows Workflow Catalog

Automatically generates a daily Excel report of all OCLC multi-match bibliographic records fr...

Updated 1 month ago by Jackie Saavedra

AFN Digitization Workflow

Fulfillment Fulfillment Procedures

This workflow defines the WRLC-wide, institution-neutral procedure for submitting, processing, an...

Updated 1 month ago by Angelique Carson

Trinity Students/Faculty update purge dates

Library Open Workflows Workflow Catalog

Creates a set of non-expired patron accounts for Trinity University faculty and students in the S...

Updated 1 month ago by Jackie Saavedra

OCLC Job Reports

Library Open Workflows Workflow Catalog

Gathers job report statistics from Network Zone import profiles (specifically OCLC Overlay import...

Updated 1 month ago by Jackie Saavedra

How to Add a Pop Up Note to a Patron's Account

Fulfillment Fulfillment Procedures

A pop-up note is used to alert library staff to important information about a patron when their r...

Updated 1 month ago by Angelique Carson

Discharging CLS Hold Shelf Items

Fulfillment Consortium Loan Services (CLS)/ Automat...

This workflow explains how to properly discharge CLS (Consortium Library Services) Hold Shelf i...

Updated 1 month ago by Angelique Carson

Expired Hold Shelf Audit Workflow

Fulfillment Consortium Loan Services (CLS)/ Automat...

This workflow is used when auditing items that appear on the Expired Hold Shelf but cannot be p...

Updated 1 month ago by Angelique Carson

Peer-to-Peer (P2P) Resource Sharing at WRLC

Fulfillment Peer to Peer Resource Sharing

Peer-to-Peer (P2P) resource sharing is a library-to-library lending model that enables academic l...

Updated 1 month ago by Angelique Carson

Linked Patron Accounts

Fulfillment Consortium Loan Services (CLS)/ Automat...

How to update a Linked Patron Account Patron linked accounts can be updated in several ways. ...

Updated 1 month ago by Jackie Saavedra

Alma/Primo Sandboxes

Sandboxes

Alma/Primo Sandboxes WRLC has three premium Alma/Primo sandboxes, with data and configurations f...

Updated 1 month ago by Jackie Saavedra

Welcome

Training Videos

Welcome to the WRLC wiki for Alma, Primo, and related software configurations and workflows.  Mat...

Updated 1 month ago by Aaron Krebeck

How To Suppress Chapter-Level Records in Primo (CDI Content)

Discovery - Primo VE Discovery - Primo VE Configuration

For detailed instructions on how to suppress chapter-level records in Primo VE, please see the co...

Updated 2 months ago by Jackie Saavedra