Search Results

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). These are configured in Configuration > User Management > User Details > User Groups. User Group User Group Code Type Notes 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 Suggestion 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...

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...

Automatically generates a daily Excel report of all OCLC multi-match bibliographic records from the previous day’s NZ import jobs. At a glance Status: Active Environment / Tags: Network Zone Applies consortium-wide?: Yes (The workflow o...

This subworkflow removes WRLC retention commitments from a specified item by clearing retention-related fields in Alma for a given barcode and institution. At a glance Status: Inactive (parent workflows are Active) Applies consortium-wide?: Yes ( ...

This subworkflow applies a WRLC retention commitment to a specified item by setting the retention-related fields in Alma for a given barcode and institution. At a glance Status: Active (parent workflow is Active) Applies consortium-wide?: Yes  ...

Processes a user-uploaded CSV of barcodes to bulk add or remove WRLC retention commitments across institutions, then emails a summary of results. At a glance Status: Active Applies consortium-wide?: Yes — processes barcodes across multiple Alma Inst...

This workflow automatically processes sets created by two scheduled Network Zone cleanup jobs, runs Alma’s Delete Bibliographic Records job against those sets, and notifies the NZ Manager of the results. If the deletion succeeds, LibOW removes the now-unneeded...