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This workflow explains how to handle item checkouts for patrons whose accounts are blocked in Alma, as well as how to apply or remove patron blocks. When to Reference This Document: When a patron cannot borrow due to fines, expired accounts, or administr...

This workflow explains how to add, edit, and delete notes on a patron’s record in Ex Libris Alma and how those notes appear to patrons in Primo VE. When to Reference This Document: When staff need to record information about patron communication, borrowing...

This workflow describes how library staff can view, pay, apply, waive, dispute, and restore fines and fees. It also covers how to view patron-visible notifications related to fines and fees. When to Reference This Document: When patrons pay outstanding f...

Plustek Book Pavilion: Application: Plustek OCR (click in the drop-down menu) This will automatically add OCR when you click transfer after the scan is completed. There is another option but it will take a while: Scan article as normal Click Transfer O...

This workflow explains how to process books borrowed from partnering Peer to Peer (P2P) libraries. Thank you George Washington University for sharing your workflow processes. When to Reference This Document: When books arrive via delivery or mail from par...

Peer-to-Peer (P2P) resource sharing is a library-to-library lending model that enables academic libraries to share physical materials directly with one another using the Alma library services platform. At the WRLC, P2P resource sharing expands traditional cons...

This section covers how to process outgoing P2P lending requests: printing pull slips, retrieving items, and shipping them to the borrowing library. Alma relies on consistent slip printing, item scanning, and shipment processing to maintain the lending side of...

User Groups Below are the active user groups in the Shared Collections Facility (SCF) Institution Zone (IZ) User Group User Group Code Type Notes Library pickup locations wrlclib Internal Patron accounts that represent each library p...

There are two user groups in the Network Zone Alma. User Group User Group Code Type Notes WRLC HQ Staff wrlchq Internal User group for all staff working at WRLC HQ WRLC Analytics User wrlcanalytics Internal User group for patron acc...

In a consortial (shared) environment using an Alma Network Zone (NZ), a Network Fulfillment Unit is used to manage circulation policies that apply across multiple institutions, such as consortial loan (CLS/AFN) transactions. Function: It is possible for a...

How CDI affects chapter records Primo searches the Central Discovery Index (CDI), which is Ex Libris’s centralized index of electronic content supplied by publishers and vendors (e.g., ProQuest, JSTOR, EBSCO). CDI records—including book chapters—are indexed i...

For detailed instructions on how to suppress chapter-level records in Primo VE, please see the corresponding page in the E-Resources section of the WRLC Alma Wiki. How To Suppress Chapter-Level Records in Primo (CDI Content)

This workflow defines the WRLC-wide, institution-neutral procedure for submitting, processing, and fulfilling digitization requests for materials housed at the Shared Collections Facility (SCF) using: ILLiad as the staff-facing request management system ...

A pop-up note is used to alert library staff to important information about a patron when their record is accessed in Alma. Use a pop-up note when staff need to see time-sensitive or high-importance information before completing circulation actions such as ch...

Overview WRLC welcomes ideas from the community about Alma workflows and integrations that could work better, faster, or more reliably. This page explains how to share a use case with WRLC HQ using the Community Use Case Submission Form—the primary way to pro...

On an annual basis, WRLC AFN (Alma Fulfillment Network) libraries, that participate in CLS (Consortium Loan Services), conduct an annual Reconciliation Audit to identify and resolve materials that have an outstanding In Transit status and Expired Hold Shelf st...

Runs biweekly to identify the set created by the Alma NZ job “Identify records that are not used in the Network - NZ Book - Electronic records without inventory, non-CZ”, then emails the NZ Manager a review-and-approval link for potential deletion. At a glanc...

Gathers job report statistics from Network Zone import profiles (specifically OCLC Overlay import profiles) and places them into an Excel spreadsheet on a daily basis. At a glance Status: Active Environment / Tags: Network Zone Applies consorti...

A form is used to input and update the Internal Note 1 field in both the Shared Collections Facility (SCF) IZ and the IZ that owns the item. At a glance Status: Active Applies consortium-wide?: No Runs on: SCF Production Alma environment, with ...

Creates a set of non-expired patron accounts for Trinity University faculty and students in the Shared Collections Facility (SCF) IZ and updates their purge date to a date 18 months in the future. At a glance Status: Active Environment / Tags: SCF W...