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Bibliographic Record Deletion - Related Records
... - Related Records page of Alma Configuration (which can be found under Configuration > Resources > Collection Retention), you can specify which types of related records will result in a warning or a block if staff try to delete them. In the WRLC Network ...
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...
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...
UDC Barcode Update Form
... 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...
1. Configure Borrowing and Lending workflows
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.
Requesting Booth Special Collections Material From SCF via Alma
... 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...
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...
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...
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...
Managing Named Users in Alma: Multi-Step Process
...report is used. Alma Users API configuration:• Full user expansion• Page size up to 50• Offset-based pagination How it works Logic overviewThe form validates the selected environment, cutoff date, and scan limit. The cutoff is stored as 23:59:5...
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 ...
Shared Open Access E-Resource Collections Workflow
... 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
... 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...
Resources
...ating Booking Requests Booking Configuration Configuring Physical Fulfillment - Adding Fulfillment Policies Requests in Alma - Booking Requests Alma Essentials videos: Booking Requests / Booking Requests Management Configuring Fulfillment Jobs - Confi...
Equipment cataloging
...6 (resource type) local fields; configuration of the local fields for Primo is covered elsewhere. as of 18 September 2025 Creating a new record The easiest way to get into the Metadata Editor (MDE) is to click the shortcut near the bottom left corner of...
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.
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.
Item's Home Institution: Marking Items Claimed Return
...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 ...
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? ...