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User Accounts in the SCF IZ
...more information on circulation workflows for Trinity, see the How to Bri ...more information on circulation workflows for Trinity, see the How to Bri ...more information on circulation workflows for Trinity, see the How to Bring up a Patron and Check Item...
How to set up automatic holdings for e-resources
Introduction Alma has a feature that allows e-resource providers to set a library’s ebook, ejournal, and database holdings in the Institution Zone (IZ) on behalf of that library and update them on a regular basis. This eliminates the need for manual activatio...
How to activate Community Zone Collections
In order for an Electronic Collection or an Electronic Portfolio to be visible and accessible to users, it must first be activated. When activating from the Community Zone (CZ), the Collection or Portfolio is activated and then becomes a part of the Institutio...
Metadata in the WRLC Training Sessions 2022
Session 1 | What you need to know (WRLC Overview) Presented by Jackie Saavedra, WRLC, on October 18, 2022 Session 2 | Meet Alma (Introduction to the Alma ILS) Presented by Jen Froetschel, GW, on October 25, 2022 Session 3 | Using the Metadata Editor P...
Peer-to-Peer (P2P) Resource Sharing at WRLC
...red as a lender of last resort For staff, P2P lending uses the same Alma fulfillment workflows as local and consortium lending ...o traditional interlibrary loan workflows. Reduced Staff Burden Because ...h a diverse set of partners and workflows.
How to find Job IDs for the Remote Storage App
...-to-date; Request and Accession workflows are reliant on them. If eithe ...these two profiles. Follow the workflows detailed below to find the correct Job ID used in the Remote Storage App's configuration file. Publishing Profile Job ID Go to Al...
Subworkflow - Retrieve Patron Home Account from Linked Account
...hy this exists Many consortium workflows begin with information from a l ...duplicate logic across multiple workflows and ensuring subsequent workflow steps operate on the correct user record. What it does Receives data from another LibOW workflow. ...
How to Process Loaned Peer to Peer (P2P) Items
...rovides streamlined print-based workflows From the top menu ribbon ...ing, aligns with Ex Libris slip workflows, and ensures slips print automatically at each step. Do we need to keep both borrowing and lending slips? No. Use only the ...
Subworkflow – Remove WRLC Retention
...e Status: Inactive (parent workflows are Active) Applies consor .... This subworkflow gives parent workflows a consistent way to remove those records when a commitment is withdrawn. What it does Receives Barcode and Institution Code from th...
Adding P2P Partners from the Resource Sharing Directory
...ct configurations are in place. Workflows and Expiry times will vary depe ...propriate Borrowing and Lending Workflows from the drop-down menu. These settings will vary depending on your agreement with the institution. Under the Parameters tab, make sure ...
Deduplication / FRBR
...r the list of jobs) For both workflows, dedup/ FRBR suppression completed in the IZ are applied to local records only. If local records are linked in the NZ, they cannot be suppressed in the NZ unless you also create the same suppression rules in the NZ...
AFN Network Zone Configurations
...ce Sharing > Workflow Profiles Workflows control the actions that can be performed on the borrowing and lending request task lists for the defined partner; Workflow Profiles are associated with a specific resource sharing partner profile. There is one wo...
Managing Named Users in Alma: Multi-Step Process
...vide the starting CSV for later workflows that assign purge dates and manage expired accounts. What it does • Presents a form where the operator chooses NZ Sandbox or NZ Production and enters the maximum number of users to scan.• Treats a maximum o...
Requests in the Remote Storage App
...esting patron in the SCF IZ; this will be either the patron account associated with the pickup location, or the accounts for each institution's ILL department. The ILL staff from each school then fill the request via their own workflows for digitization.
Troubleshooting Missing SCF Pull Slips
...reen). 2.Select Library Open Workflows. 3.From the list of forms, select SPREADSHEET OF SCF REQUESTS. 4.Enter your email address and select the appropriate time period. 5.Click Submit. Within 1–2 minutes, you will receive an email containing a...
Subworkflow – Add WRLC Retention
... This subworkflow gives calling workflows a reusable way to make those updates. What it does Receives a Barcode and Institution Code from a calling workflow. Uses the institution code to route item retrieval and updates to the appropriate Alma I...
Subworkflow – Waive Linked Account Fines for CLS Long Lost Items
...e waiver process so that parent workflows can waive fines in any participating Institution Zone using the same logic. What it does Accepts the following input fields from a parent workflow: Institution Code User Primary Identifier Fine Fee Id R...
SCF - Update Item Call Number
...r this needs to be two separate workflows for quality control. What it does Presents a simple form asking staff to enter an item barcode. Looks up the item in Alma using that barcode. Determines whether the item belongs only to SCF or also ...