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Physical Locations
... new Physical Location Go to Configuration Menu > Fulfillment > Locations ...g the Configuring filter on the Configuration page. On the Physical Locati ...igure Holdings: In the Holdings Configurations section: Set the Accession placement (MARC...
Alma/Primo Sandboxes
.../Primo sandboxes, with data and configurations from the following IZs: Ame ... through WRLC to avoid possible configuration and data conflicts. Sandboxes ...with UDC and American data and configuration may be used by staff from any WRLC library for an...
Discharging CLS Hold Shelf Items
...: Place Directly on Hold Shelf (Configuration Awareness) Some institutions ha ... Directly on Hold Shelf 9: Configuration Path (Administrative Awareness ...ational only for most staff Configuration > Fulfillment > Library Management> Select libr...
SUNY P2P partners Stony Brook, Binghamton, Albany, and Buffalo
... 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 sftp server directory for PSB use
...or all of the Institution Zones in the sandbox: Configuration --> General --> External System ...d connections in the sandbox Configuration --> General --> External System ...screen. For more info on these configurations, see Salesforce case #07222190
Trinity Students/Faculty update purge dates
...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...
Item's Home Institution: Lost and Paid Status
... If this is not the desired configuration, then the <Lost Item Replacemen ...om 100% to 0% 1. Navigate to: Configuration> Fulfillment> Physical Fulfillment> Terms of Use and Policies Set <Terms of Use Type> to Loan Locate the desired TOU (for exa...
Item's Home Institution: Reporting on Lost Items
...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 ...
How to Set Up a Proxy Borrower and Check Out an Item by Proxy
...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...
User Groups
...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...
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 Webhook profiles
...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
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...
Bibliographic Record Deletion - Related Records
... - 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 ...
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...
WRLC Network Zone Bibliographic Record 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...
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
Equipment cataloging
...6 (resource type) local fields; configuration of the local fields for Primo is covered elsewhere. as of 18 September 2025 Creating a new record The easiest way to get into the Metadata Editor (MDE) is to click the shortcut near the bottom left corner of...
Resources
...ating Booking Requests Booking Configuration Configuring Physical Fulfillment - Adding Fulfillment Policies Requests in Alma - Booking Requests Alma Essentials videos: Booking Requests / Booking Requests Management Configuring Fulfillment Jobs - Confi...