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Damaged SCF Items — Handling & Workflows
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...
Creating New NZ Analytics Users
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...
Fulfillment Units and Fulfillment Rules
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...
Fulfillment Configuration Utility
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
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...
User Groups
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...
Terms of Use (TOU)
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...
Item Policies
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...
Resource Sharing Form (Delivery Fields) in Primo
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...
Display Logic Rules for the AFN/CLS Request Form in Primo
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 Accounts in the SCF IZ
User Groups Below are the active user groups in the Shared Collections Facility (SCF) Institution Zone (IZ) User Group User Group Code Type Notes Library pickup locations wrlclib Internal Patron accounts that represent each library p...
User Groups in the Network Zone
There are two user groups in the Network Zone Alma. User Group User Group Code Type Notes WRLC HQ Staff wrlchq Internal User group for all staff working at WRLC HQ WRLC Analytics User wrlcanalytics Internal User group for patron acc...
Fulfillment Units and the AFN
In a consortial (shared) environment using an Alma Network Zone (NZ), a Network Fulfillment Unit is used to manage circulation policies that apply across multiple institutions, such as consortial loan (CLS/AFN) transactions. Function: It is possible for a...
How To Suppress Chapter-Level Records in Primo (CDI Content)
How CDI affects chapter records Primo searches the Central Discovery Index (CDI), which is Ex Libris’s centralized index of electronic content supplied by publishers and vendors (e.g., ProQuest, JSTOR, EBSCO). CDI records—including book chapters—are indexed i...
How To Suppress Chapter-Level Records in Primo (CDI Content)
For detailed instructions on how to suppress chapter-level records in Primo VE, please see the corresponding page in the E-Resources section of the WRLC Alma Wiki. How To Suppress Chapter-Level Records in Primo (CDI Content)
“Identify non-CZ e-book wo inventory, not used by Network” Job
Runs biweekly to identify the set created by the Alma NZ job “Identify records that are not used in the Network - NZ Book - Electronic records without inventory, non-CZ”, then emails the NZ Manager a review-and-approval link for potential deletion. At a glanc...
OCLC Job Reports
Gathers job report statistics from Network Zone import profiles (specifically OCLC Overlay import profiles) and places them into an Excel spreadsheet on a daily basis. At a glance Status: Active Environment / Tags: Network Zone Applies consorti...
SCF - Update Internal Note 1
A form is used to input and update the Internal Note 1 field in both the Shared Collections Facility (SCF) IZ and the IZ that owns the item. At a glance Status: Active Applies consortium-wide?: No Runs on: SCF Production Alma environment, with ...
Trinity Students/Faculty update purge dates
Creates a set of non-expired patron accounts for Trinity University faculty and students in the Shared Collections Facility (SCF) IZ and updates their purge date to a date 18 months in the future. At a glance Status: Active Environment / Tags: SCF W...
OCLC Multi Match List Page
Automatically generates a daily Excel report of all OCLC multi-match bibliographic records from the previous day’s NZ import jobs. At a glance Status: Active Environment / Tags: Network Zone Applies consortium-wide?: Yes (The workflow o...