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Equipment and Booking
... of audiovisual equipment in Alma and uses booking for one collection of equipment and also our Digital Media Studio room reservations. This documentation includes the cataloging, fulfillment policies, and suggested workflows from our internal staff wiki.
How to Manage Fines and Fees
...ty Reports provide patrons with documentation of charges, payments, and circulation activity. Library staff may consider adding this step for transparency and dispute resolution. 4: Pay Fines/Fees Select the <Fines and Fees> tab. To pay all selected ...
Placement of Electronic Resources in Alma
...ce with this policy). See Managing Collections documentation. See Adding NZ titles to a local collection in the Alma May 2025 highlights. Approval Approved by Electronic Resource Committee on 8/27/20. Approved by Metadata Committee on 8/28/20.
Fulfillment
...cies, procedures and supporting documentation for Alma Fulfillment modules. This book includes how material, both physical and digitized, is shared with patrons. Fulfillment UnitsCheck In/Check OutHold Item RequestsConsortium Loan Services (CLS)/ Automate...
Alma Physical Item Request Addon
...des for more accountability and documentation. It will also be easier to see when an item is sent to fill a request. The source code and installation instructions can be found on github here: Alma_Physical_Addon. Set up, Installation and Configuration ...
How to Bring Up a Patron Record and Check Items Out
...s? No. They depend on each library’s Fulfillment Unit Rules and Patron Group Policy; WRLC.org> WRLC Intranet> Categories (upper right hand menu ribbon)> Policies and Documentation> Borrowing and Consortium Loan Service (CLS) Policies
How to Set Up a Proxy Borrower and Check Out an Item by Proxy
...N configurations (per Ex Libris documentation). Frequently Asked Questions Can a faculty member have multiple proxies (e.g., student assistants)? Yes. Multiple proxies can be added under the same <Proxy For> tab. Each will appear in the dropdo...
Adding a New Pickup Location (Library)
...y. Add a note if local documentation is needed. Select Add and Close. Confirm that the new relationship appears on the Organizational Units Relationships Setup page. Repeat these steps if different services must be configured for di...
How to Look Up a Patron Without an ID Card New Page
...their record Note: Ex Libris’s documentation notes that name searches are case-insensitive but must match character order exactly. Common surnames (e.g., “Smith”) may yield dozens of results; in such cases, use a unique ID number, whenever possible, to a...
Item Record Description Policies and Templates
...listed here, consult the CONSER documentation. English Jan. Feb. Mar. Apr. May June July Aug. Sept. Oct. Nov. Dec. French janv. févr. mars avril mai ...
CDI Best Practices and Recommendations
...lly Flexible Setting (Ex Libris documentation: https://knowledge.exlibrisgrou ...p.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/E ..._Corner/Central_Discovery_Index/Documentation_and_Training/Documentation_and_Training_(English)/CDI_-_Th...
URLs in Alma Bibliographic Records
...e or they may link to ancillary documentation, such as summary, table of contents, etc. Access URLs may be generic, or may be specific to a particular institution. Institution-specific access URLs are problematic. Records containing institution-specific ...
Local Network Zone MARC Fields
... Additional Subfields Further Documentation Record Type 583 1 _ Denotes that the title is committed to retain according to the WRLC 's Shared Monograph Print Retention MOU. $$2 local $$5 CAO WRLC Retention and WRLC Permanent designation ...