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Local Authority Headings Workflows

WRLC HQ Network Zone

The following are the workflows used by the WRLC Consortial Network Zone Manager to oversee, edit...

Updated 4 months ago by Jackie Saavedra

User Accounts in the SCF IZ

WRLC HQ

User Groups Below are the active user groups in the Shared Collections Facility (SCF) Institutio...

Updated 4 months ago by Jackie Saavedra

How to relink holdings records

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

There are two different ways to relink a holdings record; either through an Alma search or in the...

Updated 4 months ago by Jackie Saavedra

Patron Accounts for Libraries

Shared Collections Facility (SCF) Insti...

When SCF items owned by one of our partner institutions are requested, they are checked out to pa...

Updated 4 months ago by Jackie Saavedra

How to Process Loaned Peer to Peer (P2P) Items

Fulfillment Peer to Peer Resource Sharing

This section covers how to process outgoing P2P lending requests: printing pull slips, retrieving...

Updated 4 months ago by Angelique Carson

How to Process Borrowed Peer to Peer (P2P) Items

Fulfillment Peer to Peer Resource Sharing

This workflow explains how to process books borrowed from partnering Peer to Peer (P2P) libraries...

Updated 4 months ago by Angelique Carson

Using Book Pavilion & Article Exchange for GM-ILL Article Requests

SCF SCF Procedures

Book Pavilion -Check the destination folder and select C:\Requests-GMILL if needed -Put ILL...

Updated 5 months ago by Jamie Kutzuba

Using Book Pavilion & Article Exchange for ILL Article Requests

SCF SCF Procedures

Book Pavilion -Check the destination folder and select C:\Requests-ILL if needed -Put ILL # i...

Updated 5 months ago by Jamie Kutzuba

Stamps.com

SCF SCF Procedures

Stamps.com

Updated 5 months ago by Jamie Kutzuba

Runners Online Order

SCF SCF Procedures

https://www.runnersinc.net/clientportal Click on “New Order” Company* (on the RIGHT): Type a...

Updated 5 months ago by Jamie Kutzuba

Alma AFN & Email Requests

SCF SCF Procedures

AFN Requests (books, articles and boxes) AFN requests come through at 12 am & 12 pm daily and wi...

Updated 5 months ago by Jamie Kutzuba

Add Optical Character Recognition (OCR) to a PDF using the Plustek Book Pavilion

SCF SCF Procedures

Plustek Book Pavilion: Application: Plustek OCR (click in the drop-down menu) This will automat...

Updated 5 months ago by Tammy Hennig

How to Manage the Pick from Shelf List

Fulfillment Fulfillment Procedures

This workflow explains how to access and manage the Pick from Shelf list (also known as the Pick ...

Updated 5 months ago by Angelique Carson

How to Check an Item In or Out When the Barcode is Missing or Illegible

Fulfillment Fulfillment Procedures

Circulation Desk staff may occasionally encounter physical materials with missing, damaged, or il...

Updated 5 months ago by Angelique Carson

How to Bring Up a Patron Record and Check Items Out

Fulfillment Fulfillment Procedures

This workflow guides WRLC library staff through the process of locating a patron record and check...

Updated 5 months ago by Angelique Carson

How to Set Up a Proxy Borrower and Check Out an Item by Proxy

Fulfillment Fulfillment Procedures

This workflow explains how WRLC staff can configure one patron to act as a proxy borrower for ano...

Updated 5 months ago by Angelique Carson

How to Set an Item Status to Missing

Fulfillment Fulfillment Procedures

This workflow explains how to manually set a physical item’s status to <Missing> in Ex Libris Alm...

Updated 5 months ago by Angelique Carson

How to Add a Patron to the Database

Fulfillment Fulfillment Procedures

This workflow guides WRLC staff through creating new patron records in Ex Libris Alma.  Required...

Updated 5 months ago by Angelique Carson

How to Add a Fulfillment Note to an Item

Fulfillment Fulfillment Procedures

A <Fulfillment Note> in Ex Libris Alma displays a pop-up message whenever an item is checked out ...

Updated 5 months ago by Angelique Carson

How to Renew Items

Fulfillment Fulfillment Procedures

This workflow explains how to renew checked-out items for a patron in Ex Libris Alma. Renewals ex...

Updated 5 months ago by Angelique Carson