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Terms of Use (TOU)
...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...
Merge Rules
...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...
Item Policies
...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 ...
Update the Resource Sharing Partners for the PSB
... (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
...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...
Requests in the 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...
Deduplication / FRBR
... 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...
Shared Open Access E-Resource Collections Workflow
... 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...
How to Add a Patron to the Database
...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 Manage Item Holds
... determined by your fulfillment configuration and can be extended via <Update Expiry>. What should I do with items under the Expired Hold Shelf that patrons never collected? Reshelve them, forward them to the appropriate location, or activate...
Requesting Booth Special Collections Material From SCF via Alma
... 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...
Display Logic Rules for the AFN/CLS Request Form in Primo
... in Primo can be found on the Display Logic Rules for the AFN/CLS Request Form in Primo page of the WRLC Alma Wiki. These configuration settings determine when and for whom various Primo links appear for patrons, including the link to the CLS Request Form.
Resource Sharing Form (Delivery Fields) in Primo
... the Resource Sharing Form in Primo can be found on the Resource Sharing Form (Delivery Fields) page of the WRLC Alma Wiki. These configuration settings determine which (if any) pickup locations are displayed to patrons when they request items in Primo VE.
1. Configure Borrowing and Lending workflows
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.
How to set up automatic holdings for e-resources
...tegration profiles. Within Alma Configuration, you need to create a separate integration profile for each provider. The process for creating these profiles is the same for every provider: Select a provider Enter account information (obtained in...
OLD: Checking in return books :OLD
... 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...
How to link and unlink bibliographic records from the NZ
...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 ...
Faculty Due Date Maintenance
...rary level. Go To: Alma --> Configuration --> General --> Libraries --> Add a Library or Edit Library Information Select the Calendar Management tab. Click on the ellipsis to Edit the "End of Term WRLC Faculty" date. Select Edit. Click on the cal...