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322 total results found

DRAFT Troubleshooting Missing SCF Pull Slips

SCF SCF Procedures

At noon and midnight each day, requests for SCF items are exported from the other WRLC Alma Institution Zones (IZs). The Remote Storage App imports these requests into the SCF IZ, where pull slips are then generated and printed. If pull slips are not printed ...

Troubleshooting E-Resource Tickets / Issues

WRLC HQ Troubleshooting Alma/Primo Service Desk...

Below is a series of questions to answer when resolving electronic resources issues / tickets.   Collection managed by WRLC? Is This a WRLC-Managed Collection? WRLC can only troubleshoot collections it manages. How to tell In Primo, check th...

Create WRLC Long Lost Fines data table

Library Open Workflows Workflow Catalog

At a glance Status: Active Environment / Tags: Live, Network Zone, Analytics, CLS Long Lost Items Applies consortium-wide?: Yes. The workflow uses WRLC Network Zone Analytics reports and a shared WRLC Institution Information table to build a centralized d...

Subworkflow - Retrieve Patron Home Account from Linked Account

Library Open Workflows Workflow Catalog

Looks up a patron's Home Institution account information (Primary ID and User Group) from the preferred email address in the patron's linked account. At a glance Status: Active Environment / Tags: Network Zone, Live, CLS Long Lost Items Applies consortiu...

Subworkflow - Look up Consortial Item by Barcode

Library Open Workflows Workflow Catalog

Standard lookup subworkflow used to retrieve item and bibliographic information from the owning Alma Institution Zone. Reuse this workflow instead of duplicating Alma API calls across parent workflows. At a glance Status: Active Environment / Tags: Networ...

Subworkflow - Look Up Active Loans

Library Open Workflows Workflow Catalog

Looks up the current status of a loan in the item's owning Alma Institution Zone and returns the updated loan_status field to the calling workflow. At a glance Status: Active Environment / Tags: Network Zone, Live, CLS Long Lost Items Applies consortium-...

Subworkflow – Add Long Lost Fine

Library Open Workflows Workflow Catalog

Creates a standardized WRLC Long Lost replacement fine in the patron's home Alma Institution Zone and returns the new fine ID and amount to the calling workflow. At a glance Status: Active Environment / Tags: Network Zone, Live, CLS Long Lost Items Appli...

Subworkflow – Waive Linked Account Fines for CLS Long Lost Items

Library Open Workflows Workflow Catalog

Waives a CLS Long Lost replacement fine in a patron's linked account within the lending Institution Zone. Returns the waiver status so the parent workflow can verify whether the fine was successfully removed before adding the replacement fine to the patron's h...

Reassign Retention for Lost and Paid CLS Items

Library Open Workflows Workflow Catalog

After each Long Lost CLS processing cycle, this workflow reviews Lost and Paid items that were previously designated as WRLC Retention copies. When possible, it transfers the Retention designation to another eligible consortium copy and records the outcome in ...

Managing Named Users in Alma: Multi-Step Process

Library Open Workflows Workflow Catalog

Step 1 - Find Alma Users Without Expiration Dates Based on Code from Github At a glance Status: In-ProcessWorkflow ID: 9hWFoIOOCuguN86eVersion: 95997d36-81cc-43b3-9d5a-811a6960d07cEnvironment / Tags: User Record Management; NZ Sandbox; NZ ProductionApplies ...

Updating the Landing Page using Landing Page Configuration

Georgetown University Primo NDE UI

Using the Landing Page tab and Labels to manage your view's landing page, e.g. https://wrlc-gu.primo.exlibrisgroup.com/nde/home?vid=01WRLC_GUNIV%3AGUQ&lang=en Role required: Discovery Administrator OR View Management Landing Page tab To access the Landing P...

Remove Duplicate Retention Items

Library Open Workflows Workflow Catalog

This workflow identifies duplicate WRLC Retention commitments that can occur after bibliographic records are merged and preserves a single Retention commitment for each title. It automatically removes the duplicate commitments (including corresponding SCF copi...

Loan and Renewal Configuration for the SCF IZ

WRLC HQ SCF IZ Maintenance

Auto Renewal Rules The following automatic loan renewal rules are configured in the SCF IZ. These rules can be found under Configuration > Fulfillment > Physical Fulfillment > Auto Loan Renewal Rules Items checked out by Library User Accounts This rule a...

Subworkflow - Reassign WRLC Retention

Library Open Workflows Workflow Catalog

At a glance Status: Active Environment / Tags: Live; Network Zone Applies consortium-wide?: Yes Runs on: WRLC Network Zone, with actions applied to items in member Institution Zones and the WRLC Shared Collections Facility (SCF), as app...

Reassign WRLC Retention Form

Library Open Workflows Workflow Catalog

A form that allows SCF staff to reassign WRLC Retention from the scanned barcode to another eligible item in the consortium. At a glance Status: Active Environment / Tags: Live Applies consortium-wide?: Yes Runs on: The Alma Institution Zone associated ...

How to Use the Consortium Loan Services (CLS) Network Zone (NZ) Active Loan Report

Fulfillment Fulfillment Procedures

The Consortium Loan Services (CLS) Network Zone (NZ) Active Loan report is generated from NZ Analytics and identifies Active CLS Loans associated with patrons at WRLC partner libraries. Historically, these reports were requested before graduation or at the en...

Temporarily removing partner from CLS

WRLC HQ Network Zone Maintenance

In the case of an emergency, it is possible to temporarily remove a partner Institution Zone from the Consortium Loan Service (CLS) / Automated Fulfillment Network (AFN) rota, in order to prevent their school's items from being requestable. The following step...