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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)
...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...
Renewing Lost Items
...determined per the Terms of Use configurations 6: Review the Patron’s Charge ...arked Found, depending on local configuration. Ex Libris notes that lost-loan ... refund behavior is configuration-based, including refund ratios ...behavior depends on Fulfillment configuration. Should I use <Renew> ...
Accessions in the 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 ...
Fulfillment Units and the AFN
...section of the AFN Network Zone Configurations page of the WRLC Alma Wiki. ...fic Fulfillment Unit, Go to Configuration > Fulfillment > Physical Fulfil ...wn menu in the Fulfillment Unit configuration page, under the option Use Rule ...fic Fulfillment Unit, Go to Configuration > Fulfillment > Physical Fulfil...
How To Suppress Chapter-Level Records in Primo (CDI Content)
...roach relies on two coordinated configurations: Preventing electronic co ...om default searches. Go to Configuration > Discovery > Search Configuration > Scopes Open the default ... scope Use advanced search configurations There is no Alma- or ...
Secondary Resource Types
...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...
WRLC Retention and WRLC Permanent designation in Alma
...elected. Retention Reason Configuration For each participating Institu ...ion Reason Code Table, found in Configuration > Resources > Collection Retent ... > Item Retention Reason These configuration entries control the retention options available ...
Item's Home Institution: Library Staff Manually Applying Lost Item Status
... with standard Alma fulfillment configuration and common consortium policy pr ...ges are applied (based on local configuration) The patron receives notificat ...cks depend on your Terms of Use configuration and balance thresholds. Ca ... Lost Loan letter is enabled in configuration. What if the wrong item is...
Alma Just In Time SAML provisioning
... 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...
Match Profile in the Metadata Editor
...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
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...
Welcome
...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 ... examples of helpful consortial configuration sites are: SUNY's Office of ...
Linked Patron Accounts
...FN). Below are the recommended configurations for the WRLC Fulfillment Netwo ... linked account rule, found in Configuration > User Management > Collaborati ...ed Fields (Network Zone) The configuration that determines which fields in ...work Zone. Below is the current configuration. Field Name Shared ...
How to find Job IDs for the 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
...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'...
Alma/Primo 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...
Discharging CLS Hold Shelf Items
...: Place Directly on Hold Shelf (Configuration Awareness) Some institutions ha ... Directly on Hold Shelf 9: Configuration Path (Administrative Awareness ...ational only for most staff Configuration > Fulfillment > Library Management> Select libr...
Item Description Templates
... 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...
Physical Locations
... 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...
Update sftp server directory for PSB use
...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