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Howard User Admin

Howard University

Information about student information and other SSO integration

Fulfillment Procedures

Fulfillment

This chapter includes general Fulfillment overview procedures

Network Zone Maintenance

WRLC HQ

1. Configure Borrowing and Lending workflows

Network Zone Configuration of the CLS/AFN NZ Configuration

       Configuration ➜ Fulfillment ➜ Resource Sharing ➜ Workflow Profiles Note:  Later as part of the configuration for Resource Sharing with SUNY 2 additional profiles were added.  TBD - SUNY, Other cofigurations.

Workflow Catalog

Library Open Workflows

This chapter provides a comprehensive catalog of automated workflows and cloud applications built by the WRLC HQ.

2. Create locate profiles

Network Zone Configuration of the CLS/AFN NZ Configuration

        Configuration ➜ Fulfillment ➜ Resource Sharing ➜ Locate Profiles Type is "Fulfillment Network"

Faculty Due Date Maintenance

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

Each IZ that participates in consortial lending needs to maintain the fixed due date on their calendars for patrons in "wrlc user" user group with the "WRLC Faculty" job category.  This is done 3 times a year so that Faculty can have loans that last the semest...

Alma Physical Item Request Addon

Fulfillment Addons

SCF request processing is transitioning from using emails for items to be sent to fill an ILLiad request for our partners to requests generated in Alma by the Alma_Physical_Addon. This new request path provides for more accountability and documentation. It wil...

Lost Processes in Alma

Fulfillment

Alma Digitization Request Addon

Fulfillment Addons

RSAC decided that all digitization request be made though ILLiad. To facilitate requests for material held at the SCF, the Alma digitization addon for ILLiad was created. This Addon takes an ILLiad digitization request and creates an Alma digitization request ...

User Management

Admin

Alma User Management refers to creating, modifying, and purging user accounts in Alma. This includes basic accounts for students, faculty, and staff that allow them to check out materials, place holds, access e-resources, etc.

How to log into a Fulfillment Workstation and Change Locations

Fulfillment Fulfillment Procedures

This document provides detailed guidance on how to log into Ex Libris Alma, select and manage fulfillment locations, and understand how these selections impact related workflows.  Required Roles The options available under the Fulfillment menu are dependent ...

Equipment and Booking

Georgetown University

GU currently has three collections of audiovisual equipment in Alma and uses booking for one collection of equipment and also our Digital Media Studio room reservations. This documentation includes the cataloging, fulfillment policies, and suggested workflows...

SCF IZ Maintenance

WRLC HQ

Information on the configuration and maintenance of the Shared Collections Facility Institution Zone, specifically in relation to user groups, ongoing scheduled jobs, etc. For information specifically on how to add a new pickup location for SCF material picku...

Delivery locations with Codes

Fulfillment Delivery Routes, Codes and Routing Slips

Primo NDE UI

Georgetown University

Primo VE
Configuration

Courier routes

Fulfillment Delivery Routes, Codes and Routing Slips

Merge Rules

Resources - Metadata Resources - Metadata Configuration

It is WRLC policy to use one of three specific merge rules when merging records; these rules were written so as to preserve local WRLC notes in the bib record. The decision to use specific WRLC merge rules was made by the WRLC Metadata Committee in July of 201...