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Item Description Templates
... page. To view the NZ template configurations in your own IZ, go to Configuration > Resources > General > Descrip ... This setting is configured in Configuration > Resources > General > Other Settings. The parameter network_description_templates_rules_pr...
How to Activate a CZ Collection in the Network Zone
...e Default for the Proxy Enabled configuration IF a proxy is NOT necessary, s ...elect No for the Proxy Enabled configuration; Do NOT choose Yes for Proxy E ...tronic collections found on the Configuration of CDI Settings for Shared Electronic Collections...
SCF
This section contains information on in-house SCF procedures and workflows. How we accession material, process requests, and other work.
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
Troubleshooting Proxy Issues
...es. IF the problem is with Alma configuration, we can edit their Alma configs ...tion or vendor? Then check the configuration for the collection’s service in ...certain vendors require special configurations in Alma! A comprehensive list can be found in t...
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...
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 ...
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...
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...
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 for Physical Items When a patron ...
Temporarily removing partner from CLS
...ribute Resource Sharing Network Configuration. When the pop-up appears, click ...ir Institution Zone; then go to Configuration > General > Add a Library or Edit a Library Go to the Libraries tab. For each library that is a Resource Sharing library, do the...
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...
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...
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...
Admin
This section is for policies and configurations related to User Admin or other ... systemwide policies and configurations that aren't strictly within the Alma/Primo environment like URL addressing for WRLC instances.