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Loans Workflow Changes in Loan status made in the SCF IZ are directly communicated to the owning IZ through a Webhook Integration Profile configured in the SCF IZ. Changes in Loan status made in the owning IZ are NOT communicated to the SCF IZ. The process o...

When SCF items owned by one of our partner institutions are requested, they are checked out to patron accounts in the SCF IZ that represent each library pickup location.   These user accounts have the following characteristics First & Last Name : the name ...

The SCF Job Finish Webhook Integration Profile sends out a webhook every time a job finishes running in the Institution Zone. The Remote Storage App receives all of the webhooks and specifically looks for the webhooks with a Job ID that is listed in the config...

The Delivery Fields section of the Resource Sharing Form configuration determines which (if any) pickup locations are displayed to patrons when they request items in Primo VE. The following are the recommended configurations for WRLC institutions participatin...

The Display Logic Rules configuration page determines when and for whom various Primo links appear for patrons, including the link to the CLS Request Form; this is referred to as the Resource Sharing Request.  The pathfinder to display logic rules: Configurat...

The Printouts Queue page in Alma lists all documents that Alma has sent to the printer via email. In the SCF IZ, these documents are primarily Pull Slips. Go to Admin > Printing > Printouts Queue Be sure to choose the correct filter options at the top left-h...

Use these instructions when adding a new library in an Institution Zone that will serve as a pickup and return location within the WRLC automated fulfillment network. Because this process affects fulfillment, resource sharing, Primo, and patron-facing letters...

Scope. This guide covers SCF items that are (A) damaged but still usable, and (B) damaged beyond use and headed for discard/withdrawal. Quick decision Usable? Pages intact enough to fulfill requests or digitize → Follow A. Unusable? Missing critical...

WRLC staff can fill out the NZ Analytics agreement form (which can be found here) in order to have a user account created for them in WRLC's NZ Alma; this is so that they can access NZ Analytics and create queries and reports. Once a staff member fills out th...

In Alma, the Fulfillment Unit is the fundamental structural component that governs how items circulate within your institution.  A Fulfillment Unit is a logical grouping of one or more physical locations within your institution that all share and apply th...

The Fulfillment Configuration Utility, which can be found in Fulfillment > Advanced Tools - Loans > Fulfillment Configuration Utility is an essential diagnostic and testing tool within Alma used by administrators to validate and troubleshoot the circulation ru...

Physical locations in Alma are the essential infrastructure for managing physical inventory. A physical location is always associated with a library (not the institution) and dictates the default policies and workflows for the items housed there. For more inf...

To configure user groups, you generally need the User Administrator or General System Administrator role. The process involves two main steps: Defining the User Groups Navigate to the User Groups code table: Configuration Menu > User Management > Us...

A Terms of Use is a bundle of specific fulfillment policies (such as loan periods, fine structures, and renewal options) that are applied to items, patrons, or services within a library. TOUs are attached to Fulfillment Unit Rules to determine the policie...

Alma item policies are a tool used in the Alma Fulfillment module to create exception rules that override the standard circulation rules for specific items. Configuring Item Policies Item policies are configured via a Code Table at the institutional leve...

Information about configuring the Delivery Fields section of 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 d...

Information about configuring the display logic rules for the AFN/CLS Request Form displayed 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 ...

User Groups Below are the active user groups in the Shared Collections Facility (SCF) Institution Zone (IZ). These are configured in Configuration > User Management > User Details > User Groups. User Group User Group Code Type Notes Library p...