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Fulfillment Units and Fulfillment Rules

Fulfillment Fulfillment Unit Overview

...ls Physical Locations Configuration > Fulfillment > Locations > Phy ...s. Fulfillment Unit Rules Configuration > Fulfillment > Physical Fulfil ...type). Terms of Use (TOU) Configuration > Fulfillment > Physical Fulfil ...wn menu in the Fulfillment Unit configuration page, under the option Use Rule...

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...

Moving P2P partner profiles from the NZ to the IZ (Cancelled)

Fulfillment Peer to Peer Resource Sharing

... with SUNY).  Phase One Configuration in the Network Zone Crea ...he "Distribute Resource Sharing Configuration" job in the NZ After which ...he "Distribute Resource Sharing Configuration" job in the NZ This is just ...he "Distribute Resource Sharing Configuration" job in the NZ 8. Wait 24 hour...

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

Fulfillment Units and the AFN

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

...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...

Renewing Lost Items

Fulfillment Lost Processes in Alma

...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> ...

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 In ... Lending Maximum Renewal Period configurations: Students: 42-day initia ...st create a new policy through: Configuration > Fulfillment > Physical Fulfil...

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 ...

How To Suppress Chapter-Level Records in Primo (CDI Content)

Resources - Electronic Resources - Electronic Workflows and Ho...

...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 ...

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...

WRLC Retention and WRLC Permanent designation in Alma

Resources - Metadata Resources - Metadata Configuration

...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 ...

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...

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...

Item's Home Institution: Library Staff Manually Applying Lost Item Status

Fulfillment Lost Processes in Alma

... 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...

Linked Patron Accounts

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

...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 ...

Merge Rules

Resources - Metadata Resources - Metadata Configuration

...hat specific resource under the Configuration Menu > Resources > Search Configuration > External Search Resources pag ... Profile (to be found under the Configuration Menu > General > External Syste ...tion Profile (to be found under Configuration Menu > General > External Syste...

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...

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 ... examples of helpful consortial configuration sites are: SUNY's Office of ...

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'...

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...