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81 total results found

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

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...

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...

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...

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

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...

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...

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...

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...

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 ...

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 ...

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

How to Add a Patron to the Database

Fulfillment Fulfillment Procedures

...ely?     Yes, but verify SIS configuration first. What if I forget to fill in a required field?     Alma will not save the record; missing fields are highlighted in red. Fill them and retry. How can I import multiple local patrons at once? ...

How to link and unlink bibliographic records from the NZ

Resources - Metadata Resources - Metadata Workflows and How-...

...e found using the Match Profile Configuration (for more information on WRLC's policy, see Match Profile in the Metadata Editor.) A list of matches will appear in the Metadata Editor on the right-hand side. If you find an exact match (same OCLC number for ...

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...

OLD: Checking in return books :OLD

SCF SCF Procedures

... in book (she has to change the configuration in Alma every time.) When Tammy finishes checking in books in the owning IZs, she will put a slip that says “READY TO CHECK IN THE SCF IZ” into the books.  Books now can be checked into the SCF IZ. Check th...

User Accounts in the SCF IZ

WRLC HQ

...ries, see the Affiliate Library Configuration page on the Alma Wiki.   For more information on Affiliate Libraries at the WRLC, see the Affiliate Libraries page on the Alma Wiki. wrlc user wrlcuser External (Linked) Accounts for patrons from ou...

How to Process Loaned Peer to Peer (P2P) Items

Fulfillment Peer to Peer Resource Sharing

... available. Check Fulfillment > Configuration > Printing>. Can we reuse previous P2P pull slips? Discarding old slips because request data changes after each workflow stage. Why is the Transit Destination message important? It c...

How to Process Borrowed Peer to Peer (P2P) Items

Fulfillment Peer to Peer Resource Sharing

... available. Check Fulfillment > Configuration > Printing>. Can we reuse previous P2P pull slips? Discarding old slips because request data changes after each workflow stage. Why is the Transit Destination message important? It c...