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72 total results found

How to hide / change / add MARC fields for display in Primo (Primo VE Display Rules, and DEI - List of terms to exclude)

Discovery - Primo VE Discovery - Primo VE Configuration

...Knowledge Center page. Go to Configuration > Discovery > Display Configuration > Manage display and local fiel ...E/Primo_VE_(English)/050Display_Configuration/Configuring_Normalization_Rules ... added as local fields Go to Configuration > Discovery > Display Configura...

Accessions in the Remote Storage App

Shared Collections Facility (SCF) Insti... Remote Storage App

...of approved job webhooks in the configuration file. The app then opens and pr ...de is not allowed Need to have configuration file of all remote storage loca ... Holding default data is in configuration file (default is used if holdin ...gs/location is NOT found in configuration file) Need to update the item ...

Secondary Resource Types

Discovery - Primo VE Discovery - Primo VE Configuration

...on would like to recreate these configurations for Institution Zone records, ...condary resource types Go to Configuration > Discovery > Search Configuration > Secondary Resource Type Follow the steps below for each of the Main Resource Types listed i...

Metadata
Primo VE
Configuration

Match Profile in the Metadata Editor

Resources - Metadata Resources - Metadata Configuration

...tadata Editor. Match Profile Configuration for the Metadata Editor The ma ...rofile configured in Alma. This configuration can be found under the Configuration Menu > Resources > General > Ot ...k functionality may fail if the configuration settings differ between the Net...

Display Logic Rules for the AFN/CLS Request Form in Primo

Fulfillment Consortium Loan Services (CLS)/ Automat...

The Display Logic Rules configuration page determines when and for wh ...hfinder to display logic rules: Configuration> Fulfillment> Discovery Interfa ...However, below are some helpful configuration rules for the CLS Request Form ...esource Sharing Request on this configuration page) from view for patrons who...

Alma Just In Time SAML provisioning

Howard University Howard User Admin

... Just-In-Time user provisioning configuration XSL Transformation scripts for ... go to the SAML profile in Alma Configuration > General > Integration Profile ... folder icon button next to XSL configuration file, Open your XSLT file and c ...ists. For example, Howard's JIT configuration has to be updated every year (u...

How to find Job IDs for the Remote Storage App

Shared Collections Facility (SCF) Insti... Remote Storage App

... a Job ID that is listed in the configuration JSON file.  The specific Job I ...sed in the Remote Storage App's configuration file. Publishing Profile J ... Institution Zone listed in the configuration JSON file Create a URL followi ... Institution Zone listed in the configuration JSON file Create a URL followi...

Alma Physical Item Request Addon

Fulfillment Addons

...ddon. Set up, Installation and Configuration User/Account Set Up: You will ...ry ID as you will need this for Configuration (see below). Once you have thi ...alling the ILLiad Client Addon Configuration: Configure these settings in the ILLiad client'...

Troubleshooting Proxy Issues

WRLC HQ Troubleshooting Alma/Primo Service Desk...

...es. IF the problem is with Alma configuration, we can edit their Alma configs ...tion or vendor? Then check the configuration for the collection’s service in ...certain vendors require special configurations in Alma! A comprehensive list can be found in t...

Update sftp server directory for PSB use

WRLC HQ Sandbox Configuration after refresh

...or all of the Institution Zones in the sandbox: Configuration --> General --> External System ...d connections in the sandbox Configuration --> General --> External System ...screen. For more info on these configurations, see Salesforce case #07222190

SUNY P2P partners Stony Brook, Binghamton, Albany, and Buffalo

Fulfillment Peer to Peer Resource Sharing

... policy is for all Peer to Peer configuration to exist in the Institution Zon ...eer lending in Alma, all of the configurations for this workflow were set in ...e IZ-only, but the only part of configuration we were unable to move were the partner profiles...

Physical Locations

Fulfillment Fulfillment Unit Overview

... new Physical Location Go to Configuration Menu > Fulfillment > Locations ...g the Configuring filter on the Configuration page. On the Physical Locati ...igure Holdings: In the Holdings Configurations section: Set the Accession placement (MARC...

Item Description Templates

Resources - Metadata Resources - Metadata Configuration

... page. To view the NZ template configurations in your own IZ, go to Configuration > Resources > General > Descrip ... This setting is configured in Configuration > Resources > General > Other Settings. The parameter network_description_templates_rules_pr...

Alma/Primo Sandboxes

Sandboxes

.../Primo sandboxes, with data and configurations from the following IZs: Ame ... through WRLC to avoid possible configuration and data conflicts. Sandboxes ...with UDC and American data and configuration may be used by staff from any WRLC library for an...

Alma
Primo VE
Sandbox

Welcome

Training Videos

...ma, Primo, and related software configurations and workflows.  Material here ...ect areas like centralized Alma configurations are organized in the wiki's sh ... presentation slides, etc. Configuration policies and walkthroughs Workflows Ge...

User Groups

Fulfillment Fulfillment Unit Overview

...he User Groups code table: Configuration Menu > User Management > User D ... User Group mapping table: Configuration Menu > User Management > User Details > User Record Type/User Group. On this mapping table, for each user group you crea...

Terms of Use (TOU)

Fulfillment Fulfillment Unit Overview

...e Terms of Use Management page (Configuration Menu > Fulfillment > Physical F ...et of Terms of Use to start the configuration wizard. Step 1: General Information Enter a Name (required) and an optional Description. Select the Type (e.g., Lo...

Item Policies

Fulfillment Fulfillment Unit Overview

...es engine. Navigate to the Configuration Menu: Go to Configuration Menu > Fulfillment > Physical Fulfillment > Item Policy. Define Institutional Context: Ensure you are configuring within the context of your institution. Defining policies at the ...

Update Webhook profiles

WRLC HQ Sandbox Configuration after refresh

...ons of the SCFapp work. In the SCF sandbox, the SCF Loans Webhooks profile needs to be updated and activated with the same URL. Configuration --> General --> External System ...sponds. For more info on these configurations, see Salesforce case #07222190

Bibliographic Record Deletion - Related Records

Resources - Metadata Resources - Metadata Configuration

... - Related Records page of Alma Configuration (which can be found under Configuration > Resources > Collection Retention), you can specify which types of related records will result in a warning or a block if staff try to delete them. In the WRLC Network ...