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Localized Policies and Workflows
Centralized Policies and Workflows
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How to activate Community Zone Collections
In order for an Electronic Collection or an Electronic Portfolio to be visible and accessible to users, it must first be activated. When activating from the Community Zone (CZ), the Collection or Portfolio is activated and then becomes a part of the Institutio...
How to create an Alma import profile
There are several types of import profiles in Alma. Different import profiles may be appropriate for different types of materials. Creating a Repository Import Profile Repository import profiles are the most common import profile type you will create in...
Discovery - Primo VE
How to set up automatic holdings for e-resources
Introduction Alma has a feature that allows e-resource providers to set a library’s ebook, ejournal, and database holdings in the Institution Zone (IZ) on behalf of that library and update them on a regular basis. This eliminates the need for manual activatio...
SCF
This section contains information on in-house SCF procedures and workflows. How we accession material, process requests, and other work.
NZ Analytics
Georgetown University
Policies, Configurations, and Workflows specific to this university and its IZ. Note: this content may also be applicable to other IZs or may be similar enough to serve as templates for other IZs.
Resources - Metadata Configuration
Placement of Electronic Resources in Alma
Introduction This policy establishes guidelines on where bibliographic records for electronic resources should be placed within the Ex Libris Alma architecture. This policy applies to all staff members of Washington Research Library Consortium (WRLC) institut...
George Washington University
Policies, Configurations, and Workflows specific to this university and its IZ. Note: this content may also be applicable to other IZs or may be similar enough to serve as templates for other IZs.
Resource Sharing
URLs in Alma Bibliographic Records
Introduction This policy establishes guidelines on the inclusion of institution-specific uniform resource locators (URLs) in bibliographic records for electronic resources within the Ex Libris Alma architecture. This policy applies to all staff members of Was...
General WRLC/SCF Policies
This section is for systemwide policies and configurations that aren't strictly within the Alma/Primo environment