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NERS 2024 Suggested Enhancements and Vote Results

Support Assistance NERS Alma and Primo Enhancement Requests

2024 Final Vote Results Primo Enhancements - 2024 Final Vote Results (docx - 152.5 KB) Alma Enhancements - 2024 Final Vote Results (docx - 101.17 KB) 2024 Enhancements - Round 2 Final Vote Spreadsheet for 2024 v.xlsx (xl...

Best practices for local extensions (local fields) in NZ-linked records

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

Local extensions are local fields that can be added to NZ-linked bibliographic records. These fields are marked by a house icon in Alma.  Specifically, you can enter local information in the MARC 21 77X/78X, 09X, 59X, 69X, and 9XX fields. The fields only a...

Update sftp server directory for PSB use

WRLC HQ Sandbox Configuration after refresh

The Premium Sandbox uses the sftp.wrlc.org server to post files from the running of the "Send Request to Remote Storage" jobs.  It is also used for posting files from the running of the publishing jobs.   Follow the instructions below for all of the Instituti...

Handle Server

WRLC HQ

The WRLC handle server prefix is 1961.  The prefix is typically renewed each year in January. In Dec 2025, it was renewed for 5 years.  The contact for renewal is hdladmin@cnri.reston.va.us.  (Most recently this was Christy Short.) The last renewal in Decem...

Update the Faculty Due Date

WRLC HQ Due Dates

As with each IZ that participates in consortial lending needs to maintain the fixed due date on their calendars for patrons in "wrlc user" user group with the "WRLC Faculty" job category, so does the SCF IZ.  This is done 3 time a year so that Faculty can have...

Bulk Due Date change for pseudo-patrons

WRLC HQ Due Dates

Since there is no method to automatically renew items loaned to the scfapp pseudo-patrons, this must be done manually. This should be done once the "Faculty due date" has been updated in the SCF.  (This is done 3 times in a year.) Procedure to Update the ite...

Update Webhook profiles

WRLC HQ Sandbox Configuration after refresh

In the non-SCF Institution Zones, the SCF Job Finish Webhook profile needs to be update with the Webhook listener URL and activated so that both publishing and requesting functions of the SCFapp work. In the SCF sandbox, the SCF Loans Webhooks profile needs t...

Resource Management in Alma D

Marymount University Alma Digital

Rearranging Objects in Collections Alma Digital Hierarchy The top level collection of Marymount Alma Digital can be found here: https://wrlc-mar.primo.exlibrisgroup.com/discovery/collectionDiscovery?vid=01WRLC_MAR:01WRLC_MAR&inst=01WRLC_MAR&collectionId=8127...

Metadata Infrastructure in the SCF IZ

Shared Collections Facility (SCF) Insti...

Every item that resides in the WRLC's Shared Collections Facility (SCF) has two records in our Network Zone; a copy that resides in the owning Institution's IZ, and a second copy that resides in the SCF IZ. The second SCF copy is primarily used for shelf and w...

Requesting SCF Items

Shared Collections Facility (SCF) Insti... Workflows for items at the SCF

Below are resources for different requesting workflows: Requesting Special Collections materials in the George Washington Institution Zone Requesting Booth Special Collections materials in the Georgetown Institution Zone Affiliate Libraries Requesting ...

Configuring Peer to Peer Resource Sharing in the IZ

Fulfillment Peer to Peer Resource Sharing

To fully configure peer to peer resource sharing, you will need to configure the following: Temporary Resource Sharing Locations Resource Sharing Library Resource Sharing Jobs Other Resource Sharing Settings Workflow Profiles Resource Sharing Partner ...

Troubleshooting Proxy Issues

WRLC HQ Troubleshooting Alma/Primo Service Desk...

Now that WRLC no longer oversees proxy servers for our institutions, the main goal in answering any proxy related Service Desk tickets is to see where the real issue lies. IF the problem is with Alma configuration, we can edit their Alma configs for them. IF t...

Checking In Return Books 2025

SCF SCF Procedures

Courier will drop off return materials at the end of the day.  Those books and boxes should have the green "WRLC" slips inside the books or on the boxes/packages.  If you see the slip with a different library abbreviation on it, put the item on the outgoing ta...

Affiliate Library Configuration in the SCF

WRLC HQ SCF IZ Maintenance

1. Create user group Configuration > User Management > User Details > User Groups + Add Row Choose a code and a description (preferably [Affiliate Library] Patron) Choose Add Row, and then Save the table 2. Apply user record group to a specific ty...

Patron IDs for Patron Services

SCF SCF Procedures

When needing to check out the materials manually, select the appropriate patron ID: American: Deliver To: AU American ILL: Deliver To: Lending, AU American Law: Deliver To: AULAW American Archives: Deliver To: AU Catholic: Deliver To: CU Catholic ILL: De...

Requesting in Primo

Fulfillment Affiliate Libraries

Go to your affiliate library's Primo Click on the top-right Sign In link to sign into the system (you will have been given login credentials by WRLC) Once you are logged in, search for the item you would like to request Click on the title of the ite...

Requesting in the Shared Collections Facility Alma

Fulfillment Affiliate Libraries

Log into the Shared Collections Facility Alma (a link will have been given to you by WRLC) Once you are logged in, search for the item you wish to request. You can limit your search to only your library's items by creating an advanced search of Physical Ite...

Moving P2P partner profiles from the NZ to the IZ (Cancelled)

Fulfillment Peer to Peer Resource Sharing

NOTE: Ex Libris has changed their original assessment of the issue; after some testing, they now believe there is no way to move NZ partner profiles to an individual IZ without disruption of services to patrons. For that reason, WRLC is cancelling this project...