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WRLC Retention and WRLC Permanent designation in Alma

Resources - Metadata Resources - Metadata Configuration

Overview Within our consortium's Alma system, items that are designated for WRLC shared retentio...

Updated 3 months ago by Jackie Saavedra

SCF - Update Internal Note 1

Library Open Workflows Workflow Catalog

A form is used to input and update the Internal Note 1 field in both the Shared Collections Facil...

Updated 3 months ago by Aaron Krebeck

SCF - Update Item Call Number

Library Open Workflows Workflow Catalog

A form is used to input and update the Item Call Number field in both the Shared Collections Faci...

Updated 3 months ago by Aaron Krebeck

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 months ago by Aaron Krebeck

Subworkflow – Remove WRLC Retention

Library Open Workflows Workflow Catalog

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

Updated 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 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 4 months ago by Jackie Saavedra

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 5 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 5 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 5 months ago by Jackie Saavedra