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85 total results found

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...

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...

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

Item's Home Institution: Reporting on Lost Items

Fulfillment Lost Processes in Alma

...sts the lost item fee (based on configuration) The loan is updated or cl ...les this automatically based on configuration, but external systems may still require action. What if an item still appears as lost after being returned? Verify ...

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 ...

WRLC Network Zone Bibliographic Record Policies

Resources - Metadata Resources - Metadata Policies

...ommittee agreed to add this new configuration to our Network Zone on May 31, ...can be used in Institution Zone configurations if a specific institution would like to add local WRLC headings to their own IZ records.  The supplemental headings are coded...

Policies
Metadata
Alma
Network Zone
Bibliographic records

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...

Trinity Students/Faculty update purge dates

Library Open Workflows Workflow Catalog

...nity faculty/students. Key configuration: Set name pattern: Current ... updating user fields. Key configuration that affects behavior: Targets set_id from “Create Logical Set” Purge Date update is enabled (UPDATE_User_Information_P...

Update the Resource Sharing Partners for the PSB

WRLC HQ Sandbox Configuration after refresh

... (SCF) Once both the Rota Template members and the Resource Sharing Partner URL are updated you need to run the "Distribute Resource Sharing Network Configuration" job from the PSB Network Zone. ...ribute Resource Sharing Network Configuration

How to Set Up a Proxy Borrower and Check Out an Item by Proxy

Fulfillment Fulfillment Procedures

...ot supported under standard AFN configurations (per Ex Libris documentation). ...    Yes. Through Fulfillment Configuration> User Roles or Loan Terms of Use (TOUs) adjustments, libraries can limit proxy privileges. Are proxy actions recorded for au...

Standard Opening Hours

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

...lid Library from the top of the Configuration page. Go To:  Alma --> Configuration --> Fulfillment --> Library Management --> Opening Hours Find the calendar entries of type "Standard opening hours".  (You can arrange the record types alphabetically by...

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 ...

Deduplication / FRBR

Discovery - Primo VE Discovery - Primo VE Configuration

... configured per view under Alma Configuration > Discovery > Display Configuration > Configure Views > Edit the View > Brief Results tab More information can be found in the following Primo Knowledgebase pages : Understanding the Dedup and FRBR Processe...

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...

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...

Requests in the Remote Storage App

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

...w Job ID, and then updating the configuration JSON file with the new informat ...P server information in the app configuration file must exactly match the details specified in the S/FTP Definition. Requests Process When a patron makes a request for a...

Requesting Booth Special Collections Material From SCF via Alma

Georgetown University Resource Sharing

... Scope: All" button. The "Scope Configuration" panel will appear and you can check the box for Booth, then click Apply. Modifying your Library Scope should persist for future searches. Quick Links (star a menu option) If there are common tasks y...

Shared Open Access E-Resource Collections Workflow

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

... the collection in the NZ, with configuration set for the participating libraries. NZ Manager tests access on behalf of participating IZs. NZ Manager configures SUSHI collection (if applicable) and provides access to usage statistics to participating libra...

Item's Home Institution: Marking Items Claimed Return

Fulfillment Lost Processes in Alma

...st billing is typically paused (configuration dependent) Staff are expected to perform a physical search per their library's in-house policies Frequently Asked Questions  What is the difference between Claimed Returned and Lost? Claimed Returned ...

1. Configure Borrowing and Lending workflows

Network Zone Configuration of the CLS/AFN NZ Configuration

       Configuration ➜ Fulfillment ➜ Resource Sharin ... Note:  Later as part of the configuration for Resource Sharing with SUNY 2 additional profiles were added.  TBD - SUNY, Other cofigurations.