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Subworkflow – Remove WRLC Retention

Library Open Workflows Workflow Catalog

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

Updated 2 months 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 2 months 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 2 months 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 2 months ago by Jackie Saavedra

AFN Digitization Workflow

Fulfillment Fulfillment Procedures

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

Updated 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 2 months 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 3 months 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 3 months ago by Jackie Saavedra

Alma/Primo Sandboxes

Sandboxes

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

Updated 3 months ago by Jackie Saavedra

Welcome

Training Videos

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

Updated 3 months 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 3 months ago by Jackie Saavedra

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

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

How CDI affects chapter records Primo searches the Central Discovery Index (CDI), which is Ex Li...

Updated 3 months ago by Jackie Saavedra

Fulfillment Units and the AFN

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

In a consortial (shared) environment using an Alma Network Zone (NZ), a Network Fulfillment Unit ...

Updated 3 months ago by Jackie Saavedra

Handle Server

WRLC HQ

The WRLC handle server prefix is 1961.  The prefix is typically renewed each year in January. In...

Updated 4 months ago by Jamie Kutzuba

User Groups in the Network Zone

WRLC HQ Network Zone

There are two user groups in the Network Zone Alma. User Group User Group Code Type Not...

Updated 4 months ago by Jackie Saavedra

Letters managed in the Network Zone

WRLC HQ Network Zone

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

Updated 4 months ago by Jackie Saavedra