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Pull Slip (Ful Resource Request Slip Letter)

Network Zone Configuration of the CLS/AFN Letters managed in the NZ for Physical ...

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

Updated 2 years ago by Kathy Kilduff

URLs in Alma Bibliographic Records

Resources - Electronic Resources -Electronic Policies

Introduction This policy establishes guidelines on the inclusion of institution-specific uniform...

Updated 2 years ago by Jackie Saavedra

How to create new bibliographic records in the Metadata Editor

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

1. Open the Metadata Editor. 2. Choose Records on the top left-hand corner, then choose New > Pl...

Updated 2 years ago by Jackie Saavedra

How to merge bibliographic records

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

Alma provides the ability to merge two bibliographic records in the Metadata Editor. This is help...

Updated 2 years ago by Jackie Saavedra

Metadata Editor Warnings (MARC21 Bib Extensions)

Resources - Metadata Resources - Metadata Configuration

When a record is opened in Alma’s Metadata Editor, Alma checks the record for a variety of charac...

Updated 2 years ago by Jackie Saavedra

Merge Rules

Resources - Metadata Resources - Metadata Configuration

It is WRLC policy to use one of three specific merge rules when merging records; these rules were...

Updated 2 years ago by Jackie Saavedra

E-Resources Training Sessions 2021

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

Session 1 | E-Resources Basics   Session 2 | Advanced E-Resources   Session 3 | E-Resourc...

Updated 2 years ago by Jackie Saavedra

How to link and unlink bibliographic records from the NZ

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

Linking bibliographic records to the NZ Open the bibliographic record in the Metadata Editor. ...

Updated 2 years ago by Jackie Saavedra

Match Profile in the Metadata Editor

Resources - Metadata Resources - Metadata Configuration

Match methods in Alma are primarily used in import profiles to determine whether an incoming reco...

Updated 2 years ago by Jackie Saavedra

How to set up automatic holdings for e-resources

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

Introduction Alma has a feature that allows e-resource providers to set a library’s ebook, ejour...

Updated 2 years ago by Jackie Saavedra

How to create an Alma import profile

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

There are several types of import profiles in Alma.  Different import profiles may be appropriate...

Updated 2 years ago by Jackie Saavedra

How to activate Community Zone Collections

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

In order for an Electronic Collection or an Electronic Portfolio to be visible and accessible to ...

Updated 2 years ago by Jackie Saavedra

NZ Local Parameters

Analytics NZ Analytics

Below is a list of all Local Parameters configured in Analytics for Network Zone records. ...

Updated 2 years ago by Jackie Saavedra

Duplicate NZ Records report

Resources - Metadata

On the 2nd of every month, the WRLC Alma Network Zone creates an Analytics report listing all Net...

Updated 2 years ago by Jackie Saavedra

3. Create Partners

Network Zone Configuration of the CLS/AFN NZ Configuration

        Alma ➜ Fulfillment ➜ Resource Sharing ➜ Partners

Updated 2 years ago by Kathy Kilduff

Alma Digitization Request Addon

Fulfillment Addons

RSAC decided that all digitization request be made though ILLiad. To facilitate requests for mate...

Updated 2 years ago by Kathy Kilduff

Alma Physical Item Request Addon

Fulfillment Addons

SCF request processing is transitioning from using emails for items to be sent to fill an ILLiad ...

Updated 2 years ago by Kathy Kilduff

Consortial Partners in CLS/AFN

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

Lending and Borrowing Partners These partners are configured in the ROTA for the "Consortium Boo...

Updated 2 years ago by Kathy Kilduff

Delivery locations with Codes

Fulfillment Delivery Routes and Codes

Updated 2 years ago by Kathy Kilduff

1. Configure Borrowing and Lending workflows

Network Zone Configuration of the CLS/AFN NZ Configuration

       Configuration ➜ Fulfillment ➜ Resource Sharing ➜ Workflow Profiles Note:  Later as...

Updated 2 years ago by Kathy Kilduff