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102 total results found

Subworkflow – Add WRLC Retention

Library Open Workflows Workflow Catalog

This subworkflow applies a WRLC retention commitment to a specified item by setting the retention-related fields in Alma for a given barcode and institution. At a glance Status: Inactive (parent workflow is Active) Applies consortium-wide?: Yes  ...

Add or Remove WRLC Retention

Library Open Workflows Workflow Catalog

Processes a user-uploaded CSV of barcodes to bulk add or remove WRLC retention commitments across institutions, then emails a summary of results. At a glance Status: Active Applies consortium-wide?: Yes — processes barcodes across multiple Alma Inst...

Delete NZ Bibs and Sets from Scheduled Jobs

Library Open Workflows Workflow Catalog

This workflow automatically processes sets created by two scheduled Network Zone cleanup jobs, runs Alma’s Delete Bibliographic Records job against those sets, and notifies the NZ Manager of the results. If the deletion succeeds, LibOW removes the now-unneeded...

WRLC Retention and WRLC Permanent designation in Alma

Resources - Metadata Resources - Metadata Configuration

Overview Within our consortium's Alma system, items that are designated for WRLC shared retention or permanent retention are identified directly in the Item Record using Alma’s retention commitment fields. These fields allow participating WRLC institutions t...

Update Item Description with Excel

Library Open Workflows Workflow Catalog

At a glance Status: Active Environment / Tags: Network Zone Applies consortium-wide?: No — the workflow processes one selected Institution Zone per run Runs on: One Alma Institution Zone chosen by the user at submission time Trigger: Manual form submiss...

SCF - Spreadsheet of exported SCF Requests

Library Open Workflows Workflow Catalog

At a glance · Status: Active· Environment / Tags: Live; SCF Workflow· Applies consortium-wide?: Shared Collections Facility IZ only· Runs on: Alma APIs· Trigger: Staff submit an authenticated form· Primary outcome: Creates and emails a spreadsheet of recent S...

Subworkflow - Create Items in SCF IZ

Library Open Workflows Workflow Catalog

At a glance · Status: Active· Environment / Tags: SCF Workflow· Applies consortium-wide?: No, specific to Shared Collections Facility Institution Zone· Runs on: SCF Production Alma IZ· Trigger: Runs only when called by another workflow· Primary outcome: Creat...

OCLC Daily Bib Updates

Resources - Metadata Resources - Metadata Policies

As approved by the WRLC Metadata Committee on April 24, 2026, WRLC has configured a new OCLC Daily Bibliographic Import Profile for bibliographic records associated with the Network Zone (NZ). Incoming Records The import profile retrieves bibliographic rec...

Helpful Tips on Analytics

Analytics

Loans - Linked from other Institution column The Loans - Linked from other Institution column is available in the Fulfillment subject area of Analytics. This is a helpful column that can be used to find Automated Fulfillment Network (AFN) / Consortium Loan Se...

SCF - Publish Items to the SCF IZ via File Upload

Library Open Workflows Workflow Catalog

At a glance Status: Active Environment / Tags: Live; SCF Workflow Applies consortium-wide?: Yes Runs on: SCF Institution Zone, with source records retrieved from selected WRLC member Institution Zones Trigger: Staff submit a LibOW form with a barcode te...

UDC Barcode Update Form

Library Open Workflows Workflow Catalog

At a glance · Status: Active· Environment / Tags: Community Use Case· Applies consortium-wide?: No· Runs on: UDC Institution Zone (01WRLC_DOC)· Trigger: Staff submit a LibOW form called Update Barcode· Primary outcome: Helps staff update an item barcode only ...

Scheduled Jobs in the SCF IZ

WRLC HQ SCF IZ Maintenance

System Set Updates Description Frequency AlmaScheduled Jobs Patron accounts  where user group = empty AND job category = empty User Group changed from empty to 'tri stud' Students accounts are not given a user group when the...

How to Activate a CZ Collection in the Network Zone

WRLC HQ Network Zone Maintenance

Below are instructions on how to activate a Community Zone (CZ) collection in the Network Zone. If you are activating a collection that will be used for AUTOHOLDINGS, please follow the instructions given on the Alma Knowledgebase for that particular vendor! ...

DRAFT Troubleshooting Missing SCF Pull Slips

SCF SCF Procedures

At noon and midnight each day, requests for SCF items are exported from the other WRLC Alma Institution Zones (IZs). The Remote Storage App imports these requests into the SCF IZ, where pull slips are then generated and printed. If pull slips are not printed ...

Troubleshooting E-Resource Tickets / Issues

WRLC HQ Troubleshooting Alma/Primo Service Desk...

Below is a series of questions to answer when resolving electronic resources issues / tickets.   Collection managed by WRLC? Is This a WRLC-Managed Collection? WRLC can only troubleshoot collections it manages. How to tell In Primo, check th...

Create WRLC Long Lost CLS Data Table

Library Open Workflows Workflow Catalog

At a glance Status: Active Environment / Tags: Live, Network Zone, Analytics, CLS Long Lost Items Applies consortium-wide?: Yes. The workflow uses WRLC Network Zone Analytics reports and a shared WRLC Institution Information table to build a centralized d...

Subworkflow - Retrieve Patron Home Account from Linked Account

Library Open Workflows Workflow Catalog

Looks up a patron's Home Institution account information (Primary ID and User Group) from the preferred email address in the patron's linked account. At a glance Status: Active Environment / Tags: Network Zone, Live, CLS Long Lost Items Applies consortiu...

Subworkflow - Look up Consortial Item by Barcode

Library Open Workflows Workflow Catalog

Standard lookup subworkflow used to retrieve item and bibliographic information from the owning Alma Institution Zone. Reuse this workflow instead of duplicating Alma API calls across parent workflows. At a glance Status: Active Environment / Tags: Networ...

Subworkflow - Look Up Active Loans

Library Open Workflows Workflow Catalog

Looks up the current status of a loan in the item's owning Alma Institution Zone and returns the updated loan_status field to the calling workflow. At a glance Status: Active Environment / Tags: Network Zone, Live, CLS Long Lost Items Applies consortium-...

Subworkflow – Add Long Lost Fine

Library Open Workflows Workflow Catalog

Creates a standardized WRLC Long Lost replacement fine in the patron's home Alma Institution Zone and returns the new fine ID and amount to the calling workflow. At a glance Status: Active Environment / Tags: Network Zone, Live, CLS Long Lost Items Appli...