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This section provides an overview of how user accounts are structured and managed in Alma. It outlines the different account types, role assignments, and permissions that determine access to system functions, as well as key practices for maintaining compliance...

WRLC Storage Reshelving Procedures for BOOKS 2026 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 ...

At a glance · Status: Inactive / not yet built for production use· Environment / Tags: Community Use Case· Applies consortium-wide?: Yes· Runs on: Member Alma institutions· Trigger: Staff submit a form with an item barcode· Primary outcome: Eventually, this w...

At a glance · Status: Active· Environment / Tags: Live; SCF Workflow· Applies consortium-wide?: Shared Collections Facility IZ only· Runs on: Alma APIs· Trigger: Staff submit an authenticated form· Primary outcome: Creates and emails a spreadsheet of recent S...

At a glance · Status: Active· Environment / Tags: SCF Workflow· Applies consortium-wide?: No, specific to Shared Collections Facility Institution Zone· Runs on: SCF Production Alma IZ· Trigger: Runs only when called by another workflow· Primary outcome: Creat...

At a glance Status: Active Environment / Tags: SCF Workflow Applies consortium-wide?: No / likely institution-specificInferred: The workflow appears to be specific to SCF because the workflow name, tag, and Alma credentials all reference SCF. The export doe...

As approved by the WRLC Metadata Committee on April 24, 2026, WRLC has configured a new OCLC Daily Bibliographic Import Profile for bibliographic records associated with the Network Zone (NZ). Incoming Records The import profile retrieves bibliographic rec...

Compiled in September 2025; examples taken from questions asked by Georgetown library staff Summary of the current understanding of MARC date fields and their use by Primo date-related functions, based on documentation and explanations provided in Ex Libris S...

Covers creating new records and adding items, including required fields and selections for each library. Target audience is equipment managers who are unfamiliar with Alma and library functions like cataloging. These directions refer to an Equipment template ...

Terms of Use and Rules used for equipment for each of the three libraries: Lauinger, GU-Q (Qatar), and SCS. Lauinger is the only library that uses Booking. Lauinger Summary: Most items are bookable (requestable for specific dates, up to 3 days at a time), al...

Basic process and common errors for patron-created requests in Primo and staff-created requests in Alma. as of 18 September 2025; Primo portions assume use of VE original UI, not NDE UI Patron-created requests Basic process in Primo Navigate to an equipmen...

Staff workflows for handling booking requests in Alma: viewing upcoming requests, processing the request for the hold shelf, removing item from hold shelf if not checked out by patron. Handling scheduled bookings Viewing requests in advance All scheduled bo...

Initial setup pieces like cataloging template, local thumbnail configuration, and custom resource type setup. Alma Setup Booking-related parameters Configuration > Fulfillment > General > Other Settings allow_same_day_booking : false (not the default) e...

Ex Libris documentation Booking Workflow Creating Booking Requests Booking Configuration Configuring Physical Fulfillment - Adding Fulfillment Policies Requests in Alma - Booking Requests Alma Essentials videos: Booking Requests / Booking Requests Manage...

Loans - Linked from other Institution column The Loans - Linked from other Institution column is available in the Fulfillment subject area of Analytics. This is a helpful column that can be used to find Automated Fulfillment Network (AFN) / Consortium Loan Se...

At a glance Status: Active Environment / Tags: Live; SCF Workflow Applies consortium-wide?: Yes Runs on: SCF Institution Zone, with source records retrieved from selected WRLC member Institution Zones Trigger: Staff submit a LibOW form with a barcode te...

At a glance · Status: Active· Environment / Tags: Community Use Case· Applies consortium-wide?: No· Runs on: UDC Institution Zone (01WRLC_DOC)· Trigger: Staff submit a LibOW form called Update Barcode· Primary outcome: Helps staff update an item barcode only ...

System Set Updates Description Frequency AlmaScheduled Jobs Patron accounts  where user group = empty AND job category = empty User Group changed from empty to 'tri stud' Students accounts are not given a user group when the...

Consortium Loan Services (CLS) Agreed Policies These policies guide WRLC’s handling of lost Consortium Loan Services (CLS) materials. Consistent with Interlibrary Loan (ILL) practice, responsibility for replacing borrowed material rests with the patron’s home...

Below are instructions on how to activate a Community Zone (CZ) collection in the Network Zone. If you are activating a collection that will be used for AUTOHOLDINGS, please follow the instructions given on the Alma Knowledgebase for that particular vendor! ...