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How to set up automatic holdings for e-resources
...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...
How to link and unlink bibliographic records from the NZ
...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 ...
Display Logic Rules for the AFN/CLS Request Form in Primo
... 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.
OLD: Checking in return books :OLD
... 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...
User Accounts in the SCF IZ
...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 Process Loaned Peer to Peer (P2P) Items
... 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
... 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 Manage Item Holds
... 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...
How to Add a Patron to the Database
...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? ...
Resource Sharing Form (Delivery Fields) in Primo
... 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.
Faculty Due Date Maintenance
...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...