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How to hide / change / add MARC fields for display in Primo (Primo VE Display Rules, and DEI - List of terms to exclude)
Editing Primo VE Display Fields This workflow is for editing the display of specific MARC fields that are already configured in Primo to be displayed to patrons. For a full list of the MARC fields associated with each pre-configured display field, please see ...
Recommended WRLC Primo Display Norm Rules
The following are various Primo VE display normalization rules that can be used by WRLC institutions to display local WRLC Network Zone fields (for a full list, see the Local Network Zone MARC Fields wiki page). It is not a requirement to have these configured...
WRLC Storage Reshelving Procedures for BOOKS 2025
WRLC Storage Reshelving Procedures for BOOKS 2025 1. Scanning Procedures Aim scanner and press the trigger to scan each barcode Scan the tray location barcode on the tray then the item barcode on the book. If more than one book need to ...
SUNY P2P partners Stony Brook, Binghamton, Albany, and Buffalo
Although the policy is for all Peer to Peer configuration to exist in the Institution Zone only, the following partner profiles are configured and managed in the WRLC Network Zone: Stony Brook University, SUNY Binghamton University, SUNY University at Alb...
Local Network Zone MARC Fields
There are several MARC fields specific to the Washington Research Library Consortium. They often (but not always) have subfields designating that they are local WRLC fields. Field Indicators Value Additional Subfields Further Documentation Record...
Discharging CLS Hold Shelf Items
This workflow explains how to properly discharge CLS (Consortium Library Services) Hold Shelf items in Alma so they are correctly routed back to their owning library and do not remain attached to outdated or unresolved requests. Before starting, determine wh...
Expired Hold Shelf Audit Workflow
This workflow is used when auditing items that appear on the Expired Hold Shelf but cannot be physically located where Alma indicates they should be. When to Use This Workflow: During scheduled Expired Hold Shelf audits When a CLS (consortial) item is m...
Updating the Remote Storage Application configuration
In the updated Azure web app version of the Remote Storage Application, configurations (including storage locations for all IZs) are stored on the sftp server at sftp.wrlc2k.wrlc.org in a file named conf.json. The config.json file is found at: Production IZ...
AFN Network Zone Configurations
The following Automated Fulfillment Network (AFN) configurations are set in the WRLC Network Zone. Most of the settings are visible (and not editable) in the Institution Zones; the only one that is not visible in the Institution Zone is the Institutions Relati...
Weekly Request Status Exception Report
The Weekly Request Status Exception report reflects requests that have stalled in the rota the previous week. It is an opportunity to see what material is outstanding and reach out to the library staff at the IZ where the request is waiting. This report is run...
AFN Institution Zone Configurations
The following Automated Fulfillment Network (AFN) configurations are set in each WRLC Institution Zone. Settings will look slightly different depending on whether the Institution Zone is both a lender and borrower in the WRLC AFN, or if they are only a borrowe...
Updating SCF items (barcodes, bibliographic records, etc.)
As detailed in the Metadata Infrastructure in the SCF IZ page, every item that resides in the WRLC's Shared Collections Facility (SCF) has two records in our Network Zone; one copy that resides in the owning Institution's IZ, and a second copy that resides in ...
SCF Physical Locations
Below are all of the Remote Storage locations configured in each individual Institution Zone in the WRLC Network. American University Location Code in AU Institution Zone Location Description in AU Institution Zone Temporary or Permanent Location ...
Deduplication / FRBR
Primo uses Deduplication and FRBR (Functional Requirements for Bibliographic Records) processes to combine or group redundant records in the brief search results. Dedup and FRBR settings are configured per view under Alma Configuration > Discovery > Display ...
Adding P2P Partners from the Resource Sharing Directory
Downloading a P2P Partner from the Resource Sharing Directory To download a new P2P partner and add them to the rota template, follow the instructions below: In Alma, go to Fulfillment > Resource Sharing > Partners Choose the Community tab Search for the...
Accessions in the Remote Storage App
Accessions Workflow The following accessions workflow is configured for all WRLC Institution Zones except UDC Law and CU Law. Update item in owning IZ (location is changed from a regular location to an SCF location) Publishing job runs in owning IZ (onc...
Requests in the Remote Storage App
Requests Workflow Shared Collections Facility Integration Profile runs and places file of requests in the SCF SFTP folder. Remote Storage app searches for the item in the SCF IZ using the barcode; if found, an item-level request is created If a barcode ...
Remote Storage App Configuration
Configuration Files There are two configuration files found on the scfapp@sftp.wrlc.org : Live production environment (home/SCFApp/Alma/conf.json) Sandbox (home/SCFApp/AlmaRSA-PSB/conf.json) This JSON file gives the remote storage app important informa...