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UDC Barcode Update Form

Library Open Workflows Workflow Catalog

... forms· Alma APIs· Alma Network configuration· Reports / queries used: None· Credentials referenced:· NZ Production - Alma APIs - Read & Write· NZ Sandbox - Alma APIs - Read & Write   How it works Logic overview · Start: The workflow begins when a staf...

User Accounts in the SCF IZ

WRLC HQ SCF IZ Maintenance

...ries, see the Affiliate Library Configuration page on the Alma Wiki.   For more information on Affiliate Libraries at the WRLC, see the Affiliate Libraries page on the Alma Wiki. wrlc user wrlcuser External (Linked) Accounts for patrons from ou...

How to link and unlink bibliographic records from the NZ

Resources - Metadata Resources - Metadata Workflows and How-...

...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 ...

How to Manage Item Holds

Fulfillment Fulfillment Procedures

... 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...

Item's Home Institution: Marking Items Claimed Return

Fulfillment Lost Processes in Alma

...st billing is typically paused (configuration dependent) Staff are expected to perform a physical search per their library's in-house policies Frequently Asked Questions  What is the difference between Claimed Returned and Lost? Claimed Returned ...

Requesting Booth Special Collections Material From SCF via Alma

Georgetown University Resource Sharing

... 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...

Shared Open Access E-Resource Collections Workflow

Resources - Electronic Resources - Electronic Workflows and Ho...

... 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 Process Loaned Peer to Peer (P2P) Items

Fulfillment Peer to Peer Resource Sharing

... available. Check Fulfillment > Configuration > Printing>. Can we reuse previous P2P pull slips? Discarding old slips because request data changes after each workflow stage. Why is the Transit Destination message important? It c...

How to Process Borrowed Peer to Peer (P2P) Items

Fulfillment Peer to Peer Resource Sharing

... available. Check Fulfillment > Configuration > Printing>. Can we reuse previous P2P pull slips? Discarding old slips because request data changes after each workflow stage. Why is the Transit Destination message important? It c...

How to Add a Patron to the Database

Fulfillment Fulfillment Procedures

...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? ...

Display Logic Rules for the AFN/CLS Request Form in Primo

Discovery - Primo VE Discovery - Primo VE Configuration

... 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

Fulfillment Consortium Loan Services (CLS)/ Automat...

... 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

Network Zone Configuration of the CLS/AFN NZ Configuration

       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

Resources - Electronic Resources - Electronic Workflows and Ho...

...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...

Electronic Resources
Workflows

Faculty Due Date Maintenance

Fulfillment Consortium Loan Services (CLS)/ Automat...

...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...

OLD: Checking in return books :OLD

SCF SCF Procedures

... 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...